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▾
09-15 Engineering Team Blocked by Basic GitHub Login Issue, Revealing Workflow Deficiencies	 ## Core Synopsis The engineering team has become paralyzed by a self-inflicted technical blocker, revealing a critical gap in fundamental development workflow and a dependency on senior leadership for basic troubleshooting. An engineer was unable to test code branches due to a 404 error, a problem ultimately traced back to not being logged into their GitHub account on their local machine. This seemingly minor issue consumed significant time from a senior leader, who had to pivot from a separate strategic discussion on transcription tools to remote into the engineer's machine and diagnose the elementary error. This incident highlights a systemic need to reinforce foundational development practices, ensuring team members can operate with a baseline level of autonomy before escalating issues. ## Technical Blockage: Analysis and Resolution ### Part 1: Transcription Tool Evaluation The meeting began with a briefing for a team member on transcription solutions, comparing the Plaud device and the WhisperFlow dictation software. - **Plaud Hardware/Software:** - **Models:** `Plaud Note` ($159) and `Plaud Note Pro` ($89) were presented as options for phone call recording (without headphones). - **Subscription:** Christi subscribes to the unlimited plan at $29.99/month, noting the standard Pro plan ($17.99/month) is insufficient for her meeting volume. - **Compliance:** The Plaud service is confirmed to be HIPAA compliant, making it a viable alternative when Zoom's native transcription is disabled for compliance reasons, as is common in meetings with Regional Centers. - **WhisperFlow Software:** - **Function:** Presented as a dictation software used by Christi for accessibility purposes (Lupus-related hand issues). - **Capability:** It also includes a note-taker function that can transcribe meetings, similar to Plaud. ### Part 2: Diagnosing the Development Blocker The core of the session was a troubleshooting exercise to resolve an engineer's inability to test their code branches. - **The Problem:** The engineer (Evan) was receiving a `404 error` when attempting to access the hyperlink for a pull request (PR) to preview the changes. This prevented him from testing his work before merging, which he had correctly identified as a necessary step. - **The Diagnosis:** After remoting into the engineer's computer, Christi discovered the root cause was not a complex GitHub permission issue but a simple one: the engineer was not signed into their GitHub account in the browser. - **The Resolution:** Once the engineer signed in, access was restored. Christi then guided the engineer on how to test a branch locally by spinning up a local server (`localhost` with a specific port number) to preview the changes on his machine, bypassing the need for a cloud-based preview environment for every test. - **Final Guidance:** Christi demonstrated how to use the "Preview Stack" feature in GitHub to create and merge a stack of dependent pull requests (PR3 and PR4) together. ## Next Move **@Evan** - [ ] Review and test PR4 locally to ensure it is working as expected. [TBD] - [ ] Review and test PR3 to ensure it is ready for merge. [TBD] - [ ] Use the "Preview Stack" feature in GitHub to create a stack of PR3 and PR4 and merge them. [TBD]	Sep 15, 2026	Speaker 1 00:00:00 Evan, Speaker 2 00:00:03 Can you hear me? I can hear you. Speaker 1 00:00:06 Okay, good. I want to show somebody something real quick. Um, so and you can listen in if you want because I think you and I have talked about it as well, maybe or maybe it was me and Brett. So I'll just share my screen so that you both can see it. Um, so for Plaud, what you can do the the Plaud note is what I have right here. And it's 159, and I'm just gonna. I would just purchase it on the corporate IT card, and then the Plaud Note Pro is 89. So those are your two prices. I would do one of these rather than the Plaud NotePin for you, just because these will attach to your phone and pick up your phone calls as long as you're not using headphones for your call. Okay. So be aware of that, and then for. Speaker 1 00:00:55 It is HIPAA compliant, which I wanted you to be aware of. It. Okay. You've got a couple of different plans. I have the unlimited plan, and there is a pro plan. Let me click on this and see. Yeah, here it is. So I pay the 19.99 a month. Um, I pay for it monthly, so it's 29.99 a month. And then the regular pro is 17.99. I will tell you, with the amount of meetings I have right now, pro does not work for me. It's too little. However, maybe we can talk to Michonne and have a team started because she also has a Plaud. And if Sergio or Lana or Carl ever want one, we could throw it into a team offer. Okay. Because right now that's until later this year. Okay. It's at a discount. Okay. So, but for your use case, I will tell you that the. Speaker 1 00:01:54 The regular Plaud, which is what I use, it works really well for that. I know, Michonne has the pro and she likes it, so both of them work really well in a crowded, noisy restaurant. I will tell you that. Okay. But for board meetings, if I have my laptop, then what I'll do is I will just open up the app because I have the the app's actually open right now, and it automatically transcribes meetings that I'm in for Teams or Zoom. But if I don't. Have it. I can just start a meeting manually, okay, and it will record that way. Now, if you're using WhisperFlow, it also now has a note taker, and what you can do is it will transcribe as well. Speaker 3 00:02:36 And WhisperFlow is another app. Speaker 1 00:02:40 It's a dictation software. Okay. So and it will dictate because I use that one because you know I have lupus. So when my when I'm having a rough week with my hands, I'll use. WhisperFlow to dictate rather than to type. I see. Okay. So, and I know a lot of people use WhisperFlow now. Speaker 3 00:03:01 So, well, that so there are times with some of the regional center meetings, they will. So it'll be on Zoom often, and then they will often disable the tool as far as you you won't you cannot use Zoom the Zoom notetaker. So does with this type the whisper. Still work, even though they on their end have disabled whatever features. Speaker 1 00:03:28 Yes. Okay. Now the reason why they disable it is because the Zoom version that they have. Hey, Vanna. The Zoom version that they have is automatically not HIPAA enabled, and that's why Regional Center does not allow for it to be transcribed. Now, Plaud is HIPAA enabled. Okay. So you should be fine. Speaker 3 00:03:45 On that. Okay. Got it. Yeah. So now, Christi. Yes, sir. Still do. Speaker 2 00:03:51 Hey, I'm I'm back to back, and I I want to get going on this. I'm sorry. It's okay. Speaker 1 00:03:56 Let me. So let me. I gave Delia the information. Speaker 3 00:04:00 Are you good? Do I need to go to Sergio with request for either one? Right. Okay. And then it was the about twenty eight per month. Speaker 1 00:04:11 Yes. Sorry, Evan. It's been a busy morning. All right. Understood. Let's work through your project. Speaker 2 00:04:17 Yeah. So I mean, my biggest thing is. I'm creating these branches, but I'm unable to test them. I get a four hundred four error message. That I can show you if you'd like. Speaker 1 00:04:31 Yes, go ahead and show it to me. I'm going to put you on speaker because my. Speaker 2 00:04:34 Here's my screen. So when I click on the PR five, that I'm you know to test it. This is what I'm getting. Speaker 1 00:04:43 All right. Um. Speaker 2 00:04:54 And now it looks like it's not letting me run stuff without me first testing it, which is a good, you know, Speaker 1 00:05:02 It's a good yeah bail-safe. But I've got several branches that I'd like to test. Let me let me log in real quick to your computer. I can't hear you. Let me log in real quick to your computer. Can you hear me? Yeah. Okay, I'm going to log in real quick. I want you to end this meeting. Speaker 1 00:05:25 And bear with me. Did you need me, Vanna? We are starting to use Samsung phones because we don't have any iPhones anymore. I'll let Michelle know. Okay. Thank you. You can hang out and watch. All right. Bear with me one more second. It's getting lumped into the system, so I can remote into your computer. Speaker 4 00:05:52 You're good. Speaker 4 00:06:12 All right. Speaker 1 00:06:12 Perfect. Okay, so I'm gonna minimize Teams. There we go. All right. That way I don't have to see myself. Speaker 4 00:06:27 Okay. Speaker 1 00:06:50 I want to. I'm going to check something on your cloud code. I mean, not your cloud code. I'm going to check something on your GitHub, but I'm going to log in with my account into GitHub. Speaker 4 00:07:01 Okay. Speaker 1 00:07:17 Yeah, I'm wondering if it's just GitHub. Pull. Let me. Can you drag that window over into the screen so I can see it? What's that? Can you drag the window that just opened up, your Chrome window, into this one so I can see it? You want it here? Yes. Over into this. In top on top of Claude. Yeah. Perfect. Okay. Speaker 1 00:07:49 I can open that one. Now, why can't you open it? You have access to. Speaker 2 00:08:07 It. I mean, I I was. Some of the things that I was changing, I was go ahead and pushing without testing, and then I was like, " All right, I don't want to do that anymore. Speaker 1 00:08:21 " Right, completely understand. Speaker 2 00:08:23 So that's I kind of got stopped here, and that's where I started sending those messages. Speaker 1 00:08:28 Yeah, you have the right role, and I am your owner. So I'm gonna add, I'm gonna add you into somewhere else. Even though it says you already have access to it. All right. Speaker 2 00:08:50 I love how it was like you you need to get with Christi. Speaker 1 00:08:55 Oh my gosh, that's hilarious. Well, it can't see my name, so that's that's nice to see. All right. Speaker 5 00:09:13 I'm gonna. Speaker 1 00:09:17 Add another role to you. Speaker 5 00:09:18 Yes. Yes. No. Speaker 2 00:09:22 Yeah. Do I need to change something in my Git? Speaker 5 00:09:26 No. Speaker 1 00:09:33 I'm just gonna I'm gonna upgrade your your role. Speaker 5 00:09:37 I'm gonna update. Speaker 1 00:09:40 My role. Give that about. You know what? Don't give it any time. Let me just do it myself. All. Speaker 5 00:09:50 Right, Speaker 1 00:10:05 You have admin access. It's just taking a minute to get you up to date. Can you open up your email for me? Your personal email that you're signed into. Oh, you know what? Hang on, you're not signed in to get. Speaker 5 00:10:17 Yeah, so like the so. Speaker 1 00:10:19 That's why you're not able to see it. Speaker 5 00:10:21 You got to sign into it. Right now, okay. I would say. Speaker 2 00:10:30 This is my other one. Yeah. Speaker 5 00:10:44 All right. Was that my problem? Speaker 1 00:10:46 That was your problem. Let me verify. But hang on one second. Copy. Yep. Speaker 5 00:10:59 Get out of here. God dang it. Speaker 1 00:11:03 It's all good. Okay. Um, because you can see, I was like, I'm, I was looking at it, and I'm like, well, he's made edits to it. Speaker 2 00:11:13 So now, can I. Speaker 1 00:11:16 Do me a favor? I'm gonna I'm gonna click something real quick on your okay. Sign in here, Speaker 4 00:11:27 Sign in there for me. Speaker 2 00:11:38 Ah, Speaker 1 00:11:38 Lead day. All right. Okay, Speaker 2 00:11:43 Well that gets me to the get, but that doesn't. All. Speaker 1 00:11:50 Right, so to actually. Speaker 2 00:11:52 So now, how do I see? How do I see what the branch, Speaker 1 00:11:55 What it looks like? Give me one second. Let me pull that one up because I don't do it that way. Just because I'm pretty, I'm pretty good with. Speaker 2 00:12:05 With the reason code. Speaker 1 00:12:07 Yeah. Yeah. But let me look at it. Speaker 5 00:12:09 Okay, so this part. Speaker 1 00:12:14 I Gotta remember how to do it. All. Speaker 2 00:12:16 Right. It did give me a sample for this for this one here for this number five. It gave me a sample of good. I need to go probably do the PR four first. Speaker 1 00:12:30 Okay. Let me look at the PR four. Speaker 2 00:12:32 Um. Because it it like it seemed like it wanted to do them in order. Speaker 1 00:12:36 Yeah, it will want to do. You've got three branches right now. Yeah. So. Speaker 2 00:12:51 I don't know what the branch three was. Speaker 1 00:12:54 I will tell you one second. Speaker 2 00:12:56 One of them was daily notifications. Oh, and then I wanted to fix this SPA crashes; these error messages. Nice. I had Claude read it and give me suggestions, and some of these things came out of that. Speaker 5 00:13:16 Okay. Oh. Okay. Speaker 1 00:13:24 I gotcha. Hang on. Oh, sorry, I'm talking out loud to myself. Oh, fours show a friendly error instead of a blank page when spa throws. Speaker 2 00:13:34 Yeah, that's right. Speaker 1 00:13:35 Yeah. All right. So. Speaker 2 00:13:38 And then is three the daily notifications? Speaker 1 00:13:41 That's no, that's that was three. I think I think two, which two was already merged. Okay. And you can stack three and four together. They'll allow you to stack that one. You you can't stack five though. Stack means we can merge them together. Speaker 2 00:13:60 Okay. Are Are you able to see that they're healthy to to do that and push them in? Speaker 1 00:14:11 I can do it if you want, or I can show you how to do it. Speaker 2 00:14:15 Yeah, no, I want to see how to check and and see what the branch looks like. Speaker 1 00:14:21 Yeah, let me let me pull that up because I forgot how to do that. It has been a very much a very long time. Speaker 1 00:14:49 They, I'm gonna switch back to the classic page real quick because I don't remember how to do it on this one. I don't remember how to do it on that one either. Hang on. Speaker 1 00:15:07 Oh, do this. Here's what you do. Spin up a local. Speaker 1 00:15:20 PR five, so I can see it in action. Does that make sense? Yeah. Okay. Speaker 2 00:15:30 Although I think it did that for five. I I've seen five. It did that for five. Oh, okay. Speaker 1 00:15:36 Already. Then you tell it to do it with four and click on that link, and that. Speaker 2 00:15:40 I just need to do it for four. Speaker 1 00:15:42 Yeah. And just have do it on your local machine rather than pull it through Git. Speaker 2 00:15:47 Okay. Speaker 2 00:15:50 Makes sense, but I mean, it gives me a hyperlink that I should be able to to click on. Yes, it was just giving me that error screen. So now it should give me what the branch looks like, right? Yes. But is it just going to give it to me in code on Git, or is it going to actually be the site? Speaker 1 00:16:11 It's going to actually be the site. So you're always going to tell it to spin up. I noticed your P is not working on your keyboard, or my P is not working on my keyboard. Speaker 1 00:16:31 So this is so when it spins up, it's always something. It's always going to be local host, and then it's going to have a port number. So I'm going to say design only. For this for this time, but you can change up how you want to see it. Speaker 2 00:16:47 Right, Speaker 1 00:16:48 Right. And then what I'm going to do is I'm going to open your Chrome. Speaker 2 00:16:52 I'll put that port in. Mhm. Okay. Interesting. Speaker 1 00:16:59 Yep. Now it is going to be slow. It's always slow when it does this, but it's probably Claude is still spinning it up, so it may may take a moment. But you can tell it's there. It's got the top. Speaker 2 00:17:13 Right? Oh, awesome! That's it. Beautiful. All right. Holy shit! Awesome. Yep. Love it. Okay. All right. I'll let you know if I have any questions. Speaker 1 00:17:29 Okay. Speaker 2 00:17:30 You're doing good. Text you. I'm gonna I'm gonna look at PR four, make sure it's good, and then push it. Do you say PR three is not pushed? Speaker 1 00:17:43 PR3 is not merged yet. Speaker 2 00:17:44 Okay, so I'll have to look at that and merge that too. Speaker 1 00:17:48 Okay, I would go on to Git and go into your pull requests. So I'm going to show you real quick. Wow. Perfect. Oh wow. And then go into yeah, and then just say Preview Stack. Speaker 2 00:17:60 Oh wow. Speaker 1 00:18:01 Okay. When you do that, then say Create a Stack. Speaker 2 00:18:03 Got it. Speaker 1 00:18:04 Okay. All right. Speaker 2 00:18:05 Awesome. Very cool. Speaker 1 00:18:07 Thanks. I'm going to get out of your computer now. Have a good day. Bye. Bye. Speaker 1 00:18:14 That's a lot of what AI is doing.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=691001f5-3c0e-4650-8ac6-dc55c71e5ddd&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4OTUwMDE5MyJ9.CgoKBHNuaWQSAjY0EgsI0rii-Y3YyT8QBRoLMy45MC41MS4xNzcqLHF5bjhvTUtqdWZVN2QxQkVZMk5KdFRRQytRUVFNTFkvQVpCclcyYnpJalE9MJoBOAFCEKI7h74GEAAgKeSC98YrhmJKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE._CQc7_NltIQdWVhwll92s3gchug9POqETPdHlXvI8cc&ApiVersion=2.0	Claimed▾	Evan to review and test PR4 locally to confirm it works as expectedEvan to use GitHub Preview Stack feature to stack PR3 and PR4 and merge them togetherEvan to review and test PR3 to confirm it is ready for merge	✓	—▾	—	—	—	—	—	✓
09-14 Meeting: AI System Functionality and Team Onboarding	> Meeting Information: > Date: 2026-09-14 17:32:42 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 3] [Christi] [Speaker 4] --- ### Meeting Notes **AI System Web Search Functionality** - Speaker 1 noted that web search wasn’t enabled by default for research tasks. - The system message stated: “Web search is a toggleable feature, and in this conversation specifically, it's currently off.” - Christi clarified that web search turns on automatically in chat mode but not in co-work mode. - This recent change helps protect user data from potentially harmful websites when the AI interacts with local files. - The system remembers the last used mode (chat or co-work) across new sessions. **AI Task Processing and User Interaction** - Speaker 1 observed that a long-running task shows a “hand” icon and pauses, waiting for user interaction. - The task only resumes after clicking on the window, without explicitly requesting approval. - Christi confirmed this behavior is abnormal; the process should run automatically in the background. **Strategies for Long-Running AI Tasks** - Speaker 1’s project involves a large spreadsheet with ten years of data and has been running for a long time. - Christi’s workaround: let the desktop app run the long task in the background. - For other research tasks, use the web version (Claude.ai) in parallel without slowing the main task. - A split-screen setup can help manage both efficiently. **Planning for the Next Meeting on September 16, 2026** - The day’s original plan included reviewing Airtable, planning email management, and discussing agents. - The agents discussion is postponed to September 16, as Christi is working on updates for Claude and Copilot. - Speaker 1 will invite Ariana to Wednesday’s meeting for the agents discussion. - Wednesday’s agenda: prioritize Ariana’s discussion first, then review Speaker 1’s Airtable project if time allows. **Onboarding Team Members to AI Tools** - Gretchen, Martina, and Ariana accepted their invites to the AI tools. - Christi will have her team remotely install the Claude desktop app on their computers. - Speaker 1 will instruct them to use company-provided tools instead of external ones like ChatGPT. - Team members can access the tool via the pinned desktop app, the Start menu, or the Claude.ai web version. --- ### Next Steps - [ ] Christi will have the team deploy the Claude application to Ariana’s, Gretchen’s, and Martina’s computers. - [ ] Christi will send a meeting invitation for September 16, 2026 to Ariana (Ariana@clapichlaw.com). - [ ] Speaker 1 will train the team on the new AI tools. - [ ] On September 16, 2026, the group will discuss AI agents with Ariana. - [ ] After the agents discussion on September 16, 2026, the group will review the Airtable project (time permitting). --- ### 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 issue of the AI task pausing and requiring a user click to resume was not resolved. It was identified as abnormal, but no follow-up was assigned to investigate or fix it. > 2. Performance concerns for the long-running Airtable project remain. While a workaround was provided, the underlying cause of slow processing (“it’s just a lot of data”) wasn’t fully diagnosed.	Sep 14, 2026	Speaker 1 00:00:01 For that particular research project, but only after I, only after I ask, and it tells me it didn't. You know, it's not automatically, it's not out of automatically searching to confirm. You know what I mean? I yeah, I'm so confused. It says it's not automatic, and I'm like, well, why wouldn't it be automatic, It should be automatic. Okay, so like I'll show you for example where it was that I said we had this conversation. Speaker 3 00:00:42 Ignore If you see my mouse moving. Speaker 1 00:00:44 Okay, that's fine. Speaker 2 00:00:45 So I'm opening up your your system. Speaker 1 00:00:47 So your problem. So if you can, just trying to let me get rid of this thing for a second, so it's not distracting me. So if you can see here. Right. It says always, I don't have search access in this conversation, so I confirm the mechanics right against Westlaw. So then I wrote, I thought you have search access for all my research requests. Please clarify. So it says to clarify, I don't have standing web search across access for all research requests a default. Web search is a toggleable feature, and in this conversation specifically, it's currently off. Speaker 1 00:01:29 Right, and so I said, " Okay, well, show me how to enable it." And then it gave me a little button, and I clicked it, and then it said, " It's turning it on." And now let me go verify my own citations, right? His own citations, to make sure that what he said was correct. Why isn't it automatic? Yeah, should be automatic. Speaker 2 00:01:50 I know, that's what I thought we did. It's so weird. I swear, with every client, it's something different. That I have learned. Speaker 2 00:02:50 I'm I I couldn't find it originally, so I'm just going through every option. Okay. As soon as my computer decides to stop opening other windows, Speaker 3 00:03:05 That. Speaker 4 00:03:18 Here, no, take a moment. Speaker 4 00:04:12 I don't think it's in here, but still looking. Speaker 3 00:04:17 Hmm. Speaker 4 00:04:42 Let's see if we need to adjust. Speaker 4 00:04:58 It is turned on. Oh, where is it? Speaker 2 00:05:02 It's right here. Data sources, Speaker 1 00:05:05 Very first option. So then, why is it saying. Speaker 2 00:05:08 That? That is. Speaker 2 00:05:12 Let me see if someone else is having this issue. Speaker 4 00:05:14 Okay. Under this. Speaker 1 00:05:18 Is not the first time. This is the second search that I've done that's told me this, where I've had to turn on. I can show you a different search where we had the same conversation and it turned it on. Speaker 4 00:06:11 Apparently , It got turned off. So, research is good there. Speaker 4 00:06:37 Is it under audio? I'm gonna edit. It's supposed to be in here. This is automatically approved. This is your correct folders, but. Speaker 3 00:07:03 Please not. Speaker 2 00:07:06 Ah, Okay. So when you're in here and you're going to a new chat, use chat for the research. That's what was throwing me off because you're in co work, web search is an automatically turned on. But if you're in chat, it's automatically turned on, and you can't turn it on here. You have to be in chat. Speaker 1 00:07:31 So why is it automatically when I like go to here like? When I go here, for example, yes, and I'm like new, new, right? Speaker 2 00:07:40 Yeah, yeah. You just have to click on that first one. Here, I just click whenever you want to go to new. You're just gonna click on the words research. Oh, I see. Automatically open up, Speaker 1 00:07:53 Yeah. Oh, and does it automatically change it? Does it automatically default to chat? Because I'm not here. Hold on, let me just see. Speaker 2 00:08:02 Well, I just need you to chat just now. Hey, head default is a co - worker. Speaker 1 00:08:06 Okay, got it. So, did so? Did you change the default or? Speaker 2 00:08:17 No, I just clicked on chat. Speaker 4 00:08:19 It retains the last used. Is what happened. Speaker 1 00:08:24 I see. Got it. So, if I'm writing a message here, well, let's see. I see. Okay, so somehow that's what happened. Is it just turned to? Okay, well that explains that mystery. Um. Okay, so I wanted to ask you a couple things. You see how there has a it's a hand here. So it tells me that it needs me. Yes. Then I go here, and it doesn't need me, but it stops until I click on it. So. Speaker 1 00:08:60 What it's telling me is that it won't do the work until I click on it. Speaker 2 00:09:03 Which is weird. It should be auto doing it. It's not automatically approve. Speaker 1 00:09:10 I thought you know until now it was just I have to approve those little like always for this task type of pop up, but now it's not even doing that. It's just waiting for me. I then flip over and it just keeps going. So I'm like, why? Why is it? Why is it stopped? Speaker 2 00:09:32 It should be running automatically. It shouldn't be. Speaker 4 00:09:35 Let me go once again. There should be a setting. Let me search. That let it continue going. Speaker 1 00:09:53 Uh huh. But if you wait, like we can go to a different. Speaker 1 00:10:01 Yeah, conversation for a while, and you'll see it'll it'll do the hand thing. Like right now, it's blinking, and then eventually it'll do the hand thing, and then I'll go over, check it out, see if it needs me for something, and then it'll just keep. You know, it it it has stopped. It is waiting for me, but then when I click over it, it's just that's what it is that it needs to like keep going. So it's weird, Speaker 3 00:10:23 Right? Speaker 4 00:10:31 Well, let me see. I want to see. It is a little. Give me a second. I'm just gonna give me a second. Okay. Speaker 3 00:10:41 Hey Joe. Speaker 1 00:10:55 Um. Yeah. I'm. I might play it a little bit here and see. I might come home early. I don't know. My eyes are hurting me, but I'm on the I'm on a call right now. Can I give you call back later? Okay, Speaker 4 00:11:13 Sounds good. All right. Bye. All right. Sorry, Christi. It's quite all right. Speaker 4 00:11:33 I'm gonna go back to research for a. Speaker 2 00:11:35 Moment. Actually, I'm gonna go to new. Okay, yes, it kept it on chat when I did that, so it was the last one we used. If I go to co work, we don't have the option to turn it on. Hmm. Which makes sense. Okay, and the reason why they did that, it was just a recent update that happened. Mine hasn't been updated yet because I haven't. Turn on auto update feature, which I just did. What hasn't updated? My cloud system hasn't updated, but the whole the web search thing is a new update. Where it turns off the web search for co work, unless you ask to turn it on. And the reason for that is to protect your data. I'm reading sorry out loud to you from the cloud. Okay, it's to protect your data because co work is is. Speaker 2 00:12:30 Created to which I knew this to do actual work for you, and so it's a safety feature, just in case it comes across a nefarious website that tries to take over your machine. Chat is put into it because chat you don't you're not manipulating files on your computer or anything. Speaker 1 00:12:49 That makes sense. Okay, okay, that's fine as long as I know why it's that I just need to go to chat. Speaker 2 00:13:01 And it does use the last one, even mine does that. It uses the last one you you worked on, and so if you open up a new chat, whatever you had, whatever used the the last chat will be on the new one. Okay. Speaker 1 00:13:19 Makes sense. Yeah, that totally makes sense. Speaker 2 00:13:22 Good, because words are hard today. Speaker 1 00:13:24 Okay. Um. All right. So I guess I. Wanted to just find out. I'm trying to like I. It's not done done yet, and so if I go back here, it's still working through. And I think part of this is I don't think because it's not connected. I mean, it's working off of my spreadsheet, right? Speaker 1 00:14:00 But, um, maybe once it's connected to Cleo, it'll go faster. I have no idea. But yeah, for now it's just working. It's it's kind of doing a roundabout thing using my emails and using my spreadsheet. Um, do we have any sense as to how long these things take? Speaker 2 00:14:21 Because I've been like, you've been letting it go for a while. Speaker 1 00:14:27 Pretty long time. I mean, it's a big project, so I get it. I mean, and and also as doing it year by year, and there were like a whole bunch of things that had to work out for twenty twenty six. I think it did twenty fifteen, and now it's on twenty sixteen, and I do think it did twenty twenty five, but it's got like ten years, you know, Speaker 2 00:14:49 To do. Right. Honestly. I rebuilt an application today for another client that was pretty heavy, and it took me about five hours to rework it. I just let it go in the background, and I I had it go from start to finish, and so that was pretty lengthy, but probably not as lengthy as your spreadsheet. Also, I was on a very slow internet. Speaker 1 00:15:18 Connection. Okay, maybe I should just say, just please do. Speaker 1 00:15:25 All the years, and don't stop year by year, unless you have specific. Speaker 4 00:15:34 Questions. Speaker 2 00:15:38 I don't know. You could do that. Um, I'll be honest. Here's what I did today. I let it run in the background, and if I needed to use Claude, I used the web version, and let the desktop continue working. Um, and. I left it going in the background while I was working on other things, but where I could see it, so a split screen. If that makes sense. Which I've seen you do split screen. Speaker 1 00:16:03 Yeah, I mean, I could do a split screen, and you said I could still do this while you know I could still do other research projects or other club things while it's running in the background. Yeah. So it's just been running in the background for a long time. That's the thing. Speaker 2 00:16:19 Yeah. But. Um. I'm gonna just open a random a new window here. And so what I've done in the past is I will split screen this. Mhm. And then oh, I see. Yeah, and then run Claude here to do research. Oops, I went too far. And so Claude got AI. Speaker 2 00:16:54 And so, as because you're right here, I'm gonna chat, and then you can do your your research from chat. Speaker 1 00:17:05 So Claude AI is connected to my thing. Speaker 4 00:17:08 Uh huh. Speaker 1 00:17:10 The web version. Oh my gosh, I had no idea. That's so cool. I did not know that. And what is that? That just allows. Is it slowing down if I'm doing the the research on the same version as it? Speaker 2 00:17:26 No, not slowed down. Speaker 1 00:17:30 It's just it's just to give me another screen, basically. Exactly. I see. Speaker 2 00:17:35 Okay, that's actually awesome. I didn't even know it was possible. I have um I have a forty nine inch screen at home because I'm a gamer. And like that. That's cool. Yeah, I have to have something to take my mind away from everything else sometimes. So I do exactly what you just did. I do the three screens on my forty nine inch because forty nine inch is basically two twenty seven inch monitors side by side. Got it. And so I do that, and then that way I have I'm working in all three screens, and I can watch the other screens as I work. Speaker 1 00:18:13 Got it. Speaker 2 00:18:16 Okay. It just makes it a lot easier. I'm a huge multitasker. Speaker 1 00:18:20 No, that's fantastic. Okay, um, we had talked about something else that we wanted to do today, and now, of course, I'm totally blanking. Did you write it down by any chance? Speaker 2 00:18:34 Let me go back and look at my transcript. Speaker 1 00:18:36 Okay, because I think we had planned like what we were going to do today, but then maybe I. Speaker 2 00:18:40 Don't know. No worries. I've had such a long day. Speaker 1 00:18:45 Oh my God. Speaker 2 00:18:46 It was definitely today. Was Monday? Speaker 1 00:18:49 Oh my goodness, was it? Yeah, it was. Speaker 2 00:18:55 One hundred percent Monday. Okay. I have three things waiting for input from me. Just now. Oh my goodness, Speaker 1 00:19:04 Are you serious? Speaker 2 00:19:05 I set them. I set them to work while I was on my way home from the office, and they just finished up. Speaker 1 00:19:13 Wow! Wow! That's crazy. Speaker 3 00:19:21 Okay. Speaker 2 00:20:15 Either my internet's running slow, or AI is hanging up. Speaker 3 00:20:19 Today. Speaker 4 00:20:21 Hmm. We are going to review your Airtable. Hmm. Speaker 4 00:20:45 Well, Speaker 2 00:20:46 That's not going to happen, I guess. Okay. And then we were going to begin planning email management. Speaker 1 00:20:52 Oh, oh, oh, oh. Okay. And we were also we're going to also show me how to do the agents for me as well, right? Speaker 2 00:21:05 Yeah. However, let's hold off on agents until Wednesday because I'm working through some new agent stuff. That I was working on this morning, and I didn't get it finished because, you know, crises in the world of certain clients happen. In other words, AT and T had some outages that I had to deal. Speaker 1 00:21:28 With. I see. Okay, and so are you just working through some client, like some agent - related, like glitches or things that you need to work out first? Speaker 2 00:21:38 So I'm looking at new agent stuff that they are coming out with. On both Claude and Copilot. Speaker 1 00:21:44 Ah, okay, okay. Should I have Ariana join us then on on Wednesday? Speaker 2 00:21:52 That would be great because I was going to suggest that. Speaker 1 00:21:55 Okay, can you also send her a to send her the the Teams meeting for Wednesday? She's just Ariana with one N, Ariana at clapichlaw dot com. Speaker 4 00:22:11 Yes, let me pull that up. Now I know my internet's not slow, but now Microsoft is taking it sweet. Speaker 4 00:22:44 Yep, I'm only editing one of them. Alright, she has been good. Speaker 1 00:22:48 Okay, perfect. Um, all right. Well, I guess we'll do the agent thing on Wednesday with Ariana, and if my air table ever finalizes, we can also do that. I just, it's just like slow going, I guess. Yeah, they're all slow going today. It's just been slow all weekend too. Like it's been going. I mean, it's really been going. I don't know what it's been on and like connected, and I just don't know. It's just taking forever, but it's just possible. It's just a lot of data. Speaker 2 00:23:28 Okay, so I went ahead and had Copilot because Copilot's working faster than Claude. Okay. The agenda for Wednesday. Speaker 4 00:23:43 Okay, Speaker 2 00:23:45 Great. And we're going to concentrate on Ariana. Speaker 1 00:23:48 Yes. Yep. And um, yeah, I think that's a great idea. And do you know if the other, if Ariana's accepted the Claude and the co - pilot? I think you had sent her ah invite. Speaker 2 00:24:05 Let me look here. Since I'm not logged into the VPN, I can't access yours. Um. Someone, I want to borrow your computer to check it. All right. So she has accepted it here, and she did not need to accept it on our end. We gave her the license, Speaker 1 00:24:23 So it. Okay, and it looks like Gretchen and Martina accepted it as well. Yes. Okay, so I just need to let them know not to use an outside ChatGPT type thing. Yes. Okay. And can they access theirs by doing Claude. AI if they wanted to, or should they go through the? Do they have Claude on their pin to their screen? Speaker 2 00:24:50 They can do it either way. They can either do it at the bottom. Well, if they pinned it, it would be at the bottom. But if they didn't pin it, they just have to click Start, and it'll be under their Start menu. At the same time, they can just do it by going to Claude. AI as well. Let me have let me have the team push out to Gretchen and Ariana, the Claude and Martina, and Martina. I'll send them. I'll send the team an email after this meeting, and have them automatically add the applications to the three of their computers. For Claude, Copilot's already installed. Speaker 1 00:25:31 Okay. Yeah. If you could do that, that'd be great. And then I will review with them what they need to do. Speaker 2 00:25:37 Perfect, and then I just put the agenda into the meeting, so you'll see it updates the agenda in your meeting. It might take a few minutes for Microsoft to get it over there to you, but it'll be in there. Okay. And at the very end, I did put the Airtable and Claude follow up, so we can let her drop it at the end, and then. Once you drop, we can go over Airtable. Speaker 1 00:26:08 Okay, that sounds great. And then why am I blanking on how to create a new one of these things? Why is it doing this? I'm like, how do I create a new estate plan thing here. Speaker 2 00:26:21 Where are you at? Oh, there, projects. Yeah. So to create a new estate plan, just click on estate. Oh, Speaker 1 00:26:30 I just go to projects. I see. I see. Speaker 2 00:26:32 Okay. Yeah. Speaker 1 00:26:33 I'm sorry, Courtney. Speaker 2 00:26:34 It's okay. No worries. Speaker 1 00:26:36 Hey. Okay. Cool. So I will plan to see you then on Wednesday, and in the meantime, you'll get Martina and Gretchen and Ariana, or someone on the team will with a with it on their computer with Claude on their computer. Speaker 2 00:26:52 Yeah. And the great thing is we don't even have to call them. The team will just do it behind the scenes. Speaker 1 00:26:57 Oh, good. Automatically. Okay. Good. So I will plan tomorrow to go over some things with them about it, so they can start to look at it. Speaker 2 00:27:07 And I'll get that email sent out as soon as we hang up, and we should be good to go. Speaker 1 00:27:12 Perfect. All right, sounds good. All right, thank you, Christi. Speaker 4 00:27:18 All right, you too. Speaker 1 00:27:19 All right, take care. Speaker 3 00:27:20 Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=880bdd57-1177-4106-8cde-dcb1727a9810&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4OTQzNzc0NyJ9.CgoKBHNuaWQSAjY0EgsIusy2teGzyT8QBRoNMTguMjMyLjUyLjE5MyosMFlYdCtJT3JkRHVvK3V5U3hKRXFjUlUwU2NkdXk5M2Fpd0RpZ0l2Y1lqYz0wmgE4AUIQojtMMKWQACAeI-5k9A6vEUoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.u-rYjyhxBoktnFx91WRzY97DClGPxvVkQcX0-DlOym8&ApiVersion=2.0	Claimed▾	Train Ariana, Gretchen, and Martina on the new AI toolsSend meeting invitation for September 16 to Ariana at Ariana@clapichlaw.comReview Speaker 1's Airtable project on September 16 if time permits after agents discussion+3	✓	—▾	—	—	—	—	—	✓
09-14 Lecture: Parenting Strategies to Prevent Underage Alcohol and Cannabis Use	> Date and Time: 2026-09-14 11:11:51 > Location: [Insert Location] > Instructor: [Insert Name] ## Summary This lecture underscores the powerful role parents play in shaping their children’s choices about alcohol and cannabis; three out of four kids cite parents as the most important influence. It details the risks of early use—alcohol-related crashes, academic problems, mental health issues (depression, anxiety), higher dropout rates, poor grades, and increased addiction risk. The lecture contrasts four parenting styles—authoritarian, overprotective, permissive, and positive/authoritative—and concludes that positive (authoritative) parenting best prevents underage drinking by fostering trust, clear expectations, consistent consequences, and open communication. Actionable guidance includes: start conversations now and often; set a firm family rule of no alcohol or cannabis before age 21; never permit underage use at home; limit accessibility; clearly communicate rules and consequences; listen actively; and help teens plan responses to peer pressure and risky situations. The core message: prevention begins with connection. Consistent, thoughtful dialogue paired with clear boundaries supports healthier choices. Content created on 2026-09-14 supports immediate application of these strategies. ## Knowledge Points ### 1. Parental Influence on Youth Substance Use - Influence magnitude - Research shows three out of four kids view parents as the primary factor in decisions about alcohol or cannabis. - Parental influence endures even after children leave home; ongoing communication continues to shape choices. - Risks of early use - Early alcohol and cannabis use is linked to serious outcomes: alcohol-related crashes, school difficulties, and mental health issues (depression, anxiety). - Teens who drink or use cannabis face higher odds of dropping out, getting poor grades, and developing addiction later. ### 2. Parenting Styles and Their Effects - Authoritarian style - Defined by strict obedience: rules enforced without explanation. - Outcomes: Teens from authoritarian homes consume some of the most dangerous levels of alcohol among underage drinkers. - Mechanism: Limited practice in reasoning undermines decision-making and increases susceptibility to peer pressure. - Overprotective style - Parents shield children from harsh realities, exerting control while posing as allies. - Outcomes: Kids may lack experience, panic under stress, and struggle with decisions amid peer pressure. - Comparative drinking: Though drinking may be reduced compared to authoritarian or permissive homes, these teens still drink illegally and more than peers raised with positive (authoritative) parenting. - Permissive style - Characterized by a laid-back approach with few rules or consequences. - Outcomes: Teens may not openly rebel, but when they drink illegally, they reach significantly higher blood alcohol levels than other underage drinkers. - Additional risks: Lack of rules can feel like neglect and deprive kids of guidance needed for problem-solving. - Positive (authoritative) style - Hallmarks: Clear expectations, explained reasons for rules, set and enforced consequences, and open communication. - Effectiveness: Most effective at preventing underage drinking. - Benefits: Builds trust, teaches decision-making, and supports better choices about alcohol and cannabis. - Balance and consistency: Emphasizes structured, consistent communication; kids value parents’ opinions even if they don’t show it. ### 3. Practical Strategies for Prevention - Communication practices - Start now and maintain frequent dialogue. - Create intentional moments to discuss alcohol and cannabis, and engage on topics your child cares about to build rapport. - Stress that prevention starts with connection; ongoing conversations help teens understand consequences beyond simple rule-following. - Rule-setting and enforcement - Establish a clear family rule: no alcohol or cannabis before age 21. - Never allow underage use at home; accessibility at home increases frequency and quantity of drinking. - Clearly communicate rules and consequences; enforce them consistently. - Supportive guidance and planning - Listen actively to validate experiences and perspectives. - Help teens anticipate tricky situations and plan responses to peer pressure and access. - Reinforce parental presence and support to boost safe, healthy choices. ### 4. Core Message and Encouragement - Persistence of parental role - Parental influence is stronger than many realize; it’s never too late to make a positive impact. - Call to action - Keep talking and listening; sustain conversations as a preventive strategy. - It’s not just about rules; equip teens with understanding, skills, and support to navigate alcohol and cannabis decisions. ## Questions - [Insert Question/Confusion] ## Assignments - [ ] 1. Schedule and hold a dedicated conversation with your child about alcohol and cannabis by 2026-09-21, also covering topics they care about to build rapport. - [ ] 2. Establish and document a clear family rule of no alcohol or cannabis use before age 21; review it together and explain the rationale. - [ ] 3. Define specific consequences for violations and agree on them in advance; align all parents/guardians on enforcement. - [ ] 4. Audit your home to remove or secure alcohol and ensure cannabis is not accessible; reassess monthly to maintain limited accessibility. - [ ] 5. Practice role-playing with your child to prepare responses to peer pressure and challenging scenarios; create at least three go-to scripts. - [ ] 6. Set a recurring weekly or biweekly check-in to maintain open communication and revisit plans as situations evolve.	Sep 14, 2026	Speaker 1 00:00:00 But as a parent, you have a huge influence on whether or not your child chooses to drink alcohol or use cannabis. In fact, research shows that three out of four kids say their parents are the most important factor in these decisions. So, what's the big deal? Well, early use of alcohol and cannabis can lead to some serious issues. Drinking at a young age increases the risk of things like alcohol-related crashes. Trouble in school and serious mental health implications like depression or anxiety. Teens who drink or use cannabis are also more likely to drop out of school, get bad grades, and face addiction problems later on. But here's the good news: it's never too late to make an impact. Even if your child no longer lives at home, keeping the lines of communication open can still make a difference in their decisions. Speaker 1 00:00:59 How you communicate, not just what you communicate, really matters too. Your parenting style plays a big role in shaping how your child thinks about alcohol and cannabis. There are four main parenting styles. First, there's the authoritarian style. These parents are all about obedience. Rules are rules. No explanation needed. While it might seem like this approach keeps kids in check. Research tells us that teens from authoritarian households tend to drink the most dangerous levels of alcohol compared with all teens who drink illegally. They often lack the ability to think critically about their decisions and get swayed by their peers. Then we have the overprotective parenting style. These parents try to shield their kids from the harsh realities of life. While they also exert a lot of control, their method is different. Speaker 1 00:01:57 Instead of rules and threats, they present themselves as allies. These children tend to lack experience and may panic in stressful situations. While overprotective parents might keep their kids from drinking as much as authoritarian or permissive parents, research shows that these kids still drink illegally and consume more alcohol than their peers with positive style parenting. Without learning. Tough situations on their own, they can struggle with decision making when peer pressure kicks in. Next is the permissive parenting style. These parents take a laid-back approach with few rules or consequences. These teens may not rebel outright, but when they drink illegally, they tend to have significantly higher blood alcohol levels compared to other underage drinkers. Speaker 1 00:02:52 In addition, research shows that the lack of rules can lead to feelings of neglect, depriving their children of wise guidance in developing effective problem-solving skills. Finally, positive, also known as authoritative parenting, these parents set clear expectations, explain the reasons behind their rules, set and enforce consequences before agreements are not met, and encourage open communication. Why is this the best approach? Research shows positive style parenting is the most effective in preventing underage drinking. It builds trust, teaches decision making skills, and helps teens make better choices, especially when it comes to alcohol and cannabis. Finding balance is key. Kids do care about their parents' opinions, even if it doesn't always feel that way. Consistent communication is. Speaker 1 00:03:51 Here's some things to remember to have a positive style relationship with your child. Start talking now and talk often. Arrange opportunities to talk specifically about alcohol and cannabis, but talk about other stuff too. Talk about what matters to them. Set a family rule of no alcohol or cannabis before age 21. Never allow underage substance use in your home. Studies also show that kids tend to drink more often and in larger amounts when alcohol is accessible to them at home. Make sure your child knows the rules and the consequences. Enforce those consequences when rules are broken. Take the time to listen to your child. Help them think ahead and make plans for how to handle tricky situations. The more they know you're there for them, the better they'll be at making safe, healthy choices. Speaker 1 00:04:50 Listen. Your influence as a parent matters more than you think. By having conversations and setting clear expectations, you can guide your child toward healthier choices and help them stay on track. Prevention starts with connection. Your influence, combined with open, thoughtful conversations, helps them understand the consequences of alcohol and cannabis use. It's not just about rules; it's about giving them. Speaker 1 00:05:23 Thank you for watching. Keep talking, keep listening, and keep the conversations going.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=6bc96a44-c238-4aef-92b4-1a6cdc268860&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4OTQxMzU0NCJ9.CgoKBHNuaWQSAjY0EgsIutugkdalyT8QBRoMMy45MS4xNDUuMTAyKiw1cmtrWGlWRTFmV1RiL3VxZnR6QW1ncEtxK0JDZXdOQW9uUCtvc3V2dzFrPTCaATgBQhCiOzUbmzAAIB4j45ksZY2FShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.a5mmnui7mJWJ00WGUq1-w-6VWBDaLUZMnf-TL4UbZvg&ApiVersion=2.0	Claimed▾	Define specific consequences for rule violations and align all parents and guardians on consistent enforcementAudit home to remove or secure alcohol and ensure cannabis is not accessible; reassess monthlySchedule and hold a dedicated conversation with child about alcohol and cannabis by 2026-09-21, including topics child cares about to build rapport+3	✓	—▾	—	—	—	—	—	✓
09-14 A Mother's Mission to Break the Cycle of Foster Care Trauma	## Core Synopsis The speaker’s experience in the foster care system has created a persistent trauma that manifests as a crippling fear of repeating that cycle with her own children. This core anxiety—that her child could be taken into the system just as she was—drives every decision she makes as a parent. The speaker recognizes that her past has left her without a maternal model, forcing her to actively learn how to be a parent while battling the psychological weight of her childhood. This isn't just about personal growth; it's a strategic mission to ensure her children's future is fundamentally different from her past. **We** are witnessing the deliberate construction of a new legacy, where the primary objective is to break the generational chain of systemic involvement by providing a stable foundation that was denied to her. ## The Cycle-Breaking Mandate ### The Core Trauma The speaker identifies her time in foster care as the root of a deep-seated trauma. This manifests as a constant, visceral fear that her own child could be taken into the system, an anxiety so powerful it disrupts her sleep and creates a state of hyper-vigilance. The lack of a mother figure left her feeling completely unprepared for pregnancy at 18, viewing it not with joy but with a sense of helplessness and entrapment. ### The Strategic Response Faced with this crippling fear, the speaker's primary strategy is to overcompensate for the deficits of her own upbringing. She is consciously working to ensure her children "step three steps ahead of our footprint." This involves two key commitments: - **Preventing Repetition:** The central goal is to guarantee her children never experience the foster care system or fall into the same tracks she did. - **Insulating from the Past:** She is determined that her childhood trauma will not become an excuse or a cause for any failure in her children's lives. Her actions are a direct investment in their future, ensuring they know they are deserving of a better outcome.	Sep 14, 2026	Speaker 1 00:00:04 When it comes to breaking the cycle of foster care and a foster care mentality, there's a lot of work involved. The first time I found out I was pregnant, I was 18 years old. If there was any day that I ever felt helpless, it was that day. Coming from Foster care. I was unaware of how to be a mother. I was honestly a bit trapped in fear. How was I going to provide for this child? How was I going to be a mother for a child when I didn't have a mother myself? Having that fear is more crippling than anything. I would fall asleep and I'd wake up in a panic because I need to make sure he's here. I need to make sure that. Speaker 1 00:01:03 Well, I slept. My child didn't go into the system, and I know that sounds crazy, but it was nothing but trauma, trauma from what I experienced. I realized that I needed to grow, and not just for myself, but for my family. As parents who came from the system, we're trying to make sure that our children. Step three steps ahead of our footprint, so that they have a standing chance to make it. Our goal is to make sure that they never fall in our tracks. We are aware that the odds are against us. I don't want my children to ever feel like my past or my childhood is the cause of a failed anything. I want them to know that I'm doing everything that I'm doing, not just for me, but for them. Speaker 1 00:01:59 Because they deserve it.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c4a857bd-b842-4a15-be09-b1a4cb8d5972&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4OTQxMzc3MSJ9.CgoKBHNuaWQSAjY0EgsIhvq0heelyT8QBRoLMTAwLjQ4LjQ2LjUqLFVtMHAvZlhoMnhBRDNZNytlVWpKVGlFOFd6V1dHMXcwUUY1S2FJbG0zQ0k9MJoBOAFCEKI7NVMHwAAgHiPh0_3fyCNKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.RYbJ_zq9hrMxQnfAzvxaQ0JnziDfxlbt8-7xd8BTo9Q&ApiVersion=2.0	Claimed▾	—	✓	—▾	—	—	—	—	—	✓
09-14 Lecture: Resilient Parenting, Emotional Literacy, and Nature-Based Learning	> Date Time: 2026-09-14 11:03:30 > Location: [Insert Location] > Instructor: [Insert Name] ## Summary On 2026-09-14, the speaker reflects on formative childhood experiences that cultivated resilience, autonomy, and emotional literacy, contrasting their upbringing with peers whose parents heavily managed applications, activities, and emotions. Through stories of growing up between Connecticut and Vermont, guided by parents who emphasized independence, nature-based challenges, and family rituals, the lecture argues that modern parenting often overcontrols and overprotects, stifling curiosity and the capacity to sit with difficult feelings. The speaker advocates trusting children’s innate capacities, allowing them to experience and process emotions, and valuing effort without guaranteed rewards to prepare them for real-world challenges. ## Knowledge Points ### 1. Contrasting Parenting Styles and Their Impact - Differences in handling applications among peers - In eighth grade, the speaker worked intensely on boarding school applications while peers were relaxed because many parents completed applications for their children. - This revealed a stark contrast: the speaker’s parents expected personal responsibility, unlike peers’ parents who managed tasks for them. - Intellectual freedom vs. structured extracurriculars - The speaker attributes curiosity, wonder, and creativity to parental freedom rather than early, enforced participation in extracurriculars and athletics. - Freedom led to discovering reading, photography, and guitar—interests that might not have emerged under highly scheduled, performance-driven parenting common among peers. - Overcontrol as a misguided norm - The speaker observes a generational shift that equates constant worry and micromanagement with responsible parenting. - Parents’ attempts to control all outcomes are described as illusory; complete control over children or external events (e.g., a roof collapsing) is impossible. ### 2. Principles and Rules from the Speaker’s Upbringing - Core family rules - Read regularly, play outside and recover from setbacks (“Scrape your knees, but get back up”), never refuse adventures, and avoid activities that interfere with nightly family dinners. - Notably absent: bedtimes, formal rules, tutoring, athletics, and structured extracurriculars—emphasizing autonomy and intrinsic motivation. - “Catch after the fall” philosophy - Parents were present but intervened only after actual failure or need, fostering problem-solving and resilience. - Example: After capsizing a sailboat, the child was responsible for getting back to shore, with the father’s “Good luck” reinforcing independence. ### 3. Nature as a Teacher of Resilience and Emotional Literacy - Vermont as a formative environment - Though physically raised in a small Connecticut town, the speaker’s heart lies in Vermont’s mountains, fields, and lakes where significant learning occurred. - Activities included running fields, tractor rides, blackberry foraging, and long hikes with the father, all underscoring self-reliance and perseverance. - Hiking to practice acceptance and endurance - Repeated mountain hikes taught sitting with dread, exhaustion, physical limits, and the urge to quit. - Emphasis on acceptance and adaptation: when it rains, seek shelter or wear a jacket, wait for the storm, and acknowledge reality rather than deny it. - Fishing to cultivate patience and process disappointment - Began fishing at age two; lessons included hiking miles to a lake, rowing heavy boats, and waiting one to three hours, often with no catch. - No consolation prizes (e.g., stuffed animal fish) were provided; instead, the speaker accepted sadness, returned to shore, laced up boots, and tried again later. ### 4. Emotional Validation vs. Suppression in Modern Parenting - Common parental responses that invalidate emotions - Typical reactions to children’s nervousness or bad days (“Don’t worry,” “Don’t think about it, sweetie”) discourage feeling and processing emotions. - The speaker questions when emotions other than happiness became “monsters” to be avoided. - Teaching children to sit with emotions - Advocates allowing full experience of emotions; claims that if we let ourselves feel them, they last five to thirty minutes, whereas fighting or invalidating them lets emotions dominate. - Nature is presented as a context that naturally teaches surrender of control, acceptance, and the link between work and reward. - Consequences of emotional avoidance - Children grow up lacking tools to manage anxiety, frustration, anger, and sadness because these feelings were dismissed rather than engaged. ### 5. The “Everybody Gets a Medal” Culture and Real-World Shock - Over-rewarding and reinforcement without merit - Schools and parents often reward children unnecessarily, instilling expectations of constant recognition. - This contributes to workplace shock and confusion when outcomes do not guarantee rewards, highlighting a disconnect between childhood reinforcement and adult realities. ## Questions - [Insert Question/Confusion] ## Assignments - [ ] 1. Reflect on current parenting or self-management practices: identify where overcontrol or micromanagement may be limiting autonomy or curiosity. - [ ] 2. Implement a nature-based activity (e.g., a hike or fishing session) to practice acceptance of discomfort and patience without guaranteed reward. - [ ] 3. Establish a daily or weekly family ritual (e.g., family dinner) that prioritizes connection over external activities. - [ ] 4. Practice emotional validation: when experiencing or observing anxiety or sadness, allow the emotion for 5–30 minutes without trying to suppress or fix it; note outcomes. - [ ] 5. Audit child or personal schedules to reduce unnecessary extracurricular overload and create space for self-directed exploration (reading, photography, music). - [ ] 6. Replace consolation rewards with process-oriented reflection after setbacks; plan a “try again later” step rather than providing a substitute prize.	Sep 14, 2026	Speaker 1 00:00:12 I distinctly remember a time in the eighth grade when I sat in a study hall working ferociously on my application to this very school, while a friend of mine sat next to me. At the time, boarding school application deadlines were approaching rapidly, and pretty much everybody in my school was applying to a boarding school with a competitive acceptance rate, including my friend. I asked her if she completed her applications yet, and she told me no. I was puzzled by this because there she sat. Slumped in her chair, tapping her pencil, looking off into space, and relaxed as if she were on vacation. And so, I asked her what her secret was because me, I was pretty much pulling my hair out over getting into the schools I was applying to. She looked back at me with that same confusion and said, "What do you mean? Nobody's actually doing their applications; their parents are doing it for them." And that was when I realized that my parents are very different than others, and ever since then. Speaker 1 00:01:09 I have been completely fascinated with the differences of how I was raised, as compared to my peers, and how different my life is because of that. Going back though, although my physical body was raised in a small town in Connecticut, my heart lies in Vermont, tucked within the mountains where I spent a large amount of my childhood. I spent my days running across the fields, driving a tractor on my dad's lap, scavenging for blackberries, hiking miles and miles with my father by my side. If I fell, he didn't stop. If I got tired, he didn't stop. If I capsized the sailboat in the middle of the lake, it was my job to figure out a way to get back to shore. He would look at me and say, "Good luck." And that's pretty much how my parents raised me. It was always my job to figure out a way to get back to shore. Speaker 1 00:02:01 It is because of the many odd and unconventional tactics my parents used to raise me to be a resilient human being with a strong core character that I'm on this stage today. It is because of the intellectual freedom my parents gave me as a child that I have an innate sense of wonder, and curiosity about myself that I can guarantee wouldn't have ever arisen if they hadn't given me the freedom to think, to explore, to be creative. If I had been thrown into extracurriculars and athletics the second I was able to walk, like all of my peers were, I wouldn't have ever discovered my love of reading, or photography, or picked up a guitar for the first time. In other words, parents today are suffocating their kids so much that they aren't giving them a chance to say, "But mom or dad, I don't like hockey or lacrosse or violin." Parents must trust a child's innate capability to know their limits and to ask for help when they really need it. Speaker 1 00:02:57 My parents were always there to catch me growing up, but the difference, they waited until I actually fell to try and catch me. And growing up, these were my rules. One, read. Two, play outside. Scrape your knees, but get back up. Three, never say no to an adventure. And the fourth and most enforced rule was this: you may not participate in any activity. That interferes with a family dinner every single night. That was it. No bedtime, no rules, no tutoring, no athletics, no extracurriculars. But I was challenged. You see, my parents didn't worry about the little things, and to others, this seems like absolute ludicrous. Because somewhere in the past generation, it seems as though parenting methodology has shifted, so that worrying about every single thing equals responsible parenting. Speaker 1 00:03:54 So many parents take on the responsibility of all their children's actions, and so they hover over their kids to make sure that they themselves don't get enough in parenting. This is intensified so much because as the mortality rates of kids is lowered due the due to the progression of medicine, it has become rarer and rarer for a child to get sick and die, and so so many parents now take on the responsibility to play God. But it's all an illusion. My parents in this audience cannot stop this roof from crashing down on me if it wants to, and as a child myself, I can attest to the fact that parents will never have complete control over their kids. So why do so many parents bend over backwards, trying to chase something that will always be running away from them faster than their feet can move? But another thing that parents worry about is something far too overlooked and buried: emotion. I get it. Speaker 1 00:04:50 Parents, of course, want to protect their kids from the big bad monsters. But since when did any emotion besides happiness become one of those monsters? If I were to take any child in this crowd and have them go up to their parents and say, "Mom or dad, I'm really nervous about the school play," I can guarantee the parents' response would be, "Don't worry." Or if they were to say, "Mom or dad, I had a really bad day at school," they would say, "Don't think about it, sweetie." Whatever happened to feeling? Speaker 1 00:05:21 Kids today are growing up with absolutely no knowledge of how to deal with feelings such as anxiety, frustration, anger, sadness, because as a kid they are constantly told that those feelings are invalid and should not be felt. I believe we should instead teach our kids how to sit with our emotions, no matter how scary they may seem. It is proven even that if and only if we let ourselves feel an emotion, it only has the capability to last five to thirty minutes. And it's when we fight these emotions and invalidate them that they can take over our life. My parents, they chose to teach me how to sit with my emotions through nature. It seems as though when a human enters the wild, there's an unwritten agreement we sign where we surrender our power. It is in nature we remember that we can't control everything, that from work comes reward, that some things just don't work out. If it starts raining, we don't tell ourselves, "Oh my gosh, it's actually not raining." Speaker 1 00:06:20 Instead, we find shelter. We put on a jacket, and we wait for the storm to pass. We accept, and we adapt. My parents used to make me hike mountains all the time, to teach me how to sit with feelings such as dread, exhaustion, physical restrictions, and feelings of I just want to give up. My father, he's responsible for getting me started in fishing when I was two years old, but he taught me how to fish to teach me patience. Speaker 1 00:06:50 If any of you have been fishing before, you understand that sometimes you have to hike out miles to a lake, row out a very heavy rowboat, and wait one, maybe two, maybe even three hours before you catch a fish. And many times you don't even catch one, and that's okay. If I didn't catch a fish after hours and hours of strenuous work, my parents didn't go buy me a stuffed animal fish to make me feel better. Instead, I laced up my boots. I rode back in, I accepted my sadness, and I tried again later. On the contrary, in today's society, we're seeing a large percentage of kids growing up with the notion that everybody gets a medal. This is in part because so many schools and even parents are constantly reinforcing and rewarding these kids when it's not even necessary. Now they're growing up, they're going off into the workspace, and they're facing extreme shock, confusion.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=20b61cf1-a985-430a-889a-6533d5fd5749&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4OTQxMzUzNiJ9.CgoKBHNuaWQSAjY0EgsI5pq4w9WlyT8QBRoNNTQuMjM2LjIyNy4yMiosc0xiaGNkMHFoZTV6WUY2ODk4TFZvYUNSd09HcExGL0pqU1I1RUZsR3ZXYz0wmgE4AUIQojs1GZtgACAkXClKXBVnNEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.iyG494vDu2QlDsGMZOWugU-v6K1nVJlZhx4XlhU53tg&ApiVersion=2.0	Claimed▾	—	✓	—▾	—	—	—	—	—	✓
09-10 Consultation: Holly - Automating Financial Data with Airtable and AI	Date & Time: 2026-09-10 17:00:28 Location: [Insert Location] Customer: Holly (estate planning attorney) ## Overview This consultation focuses on helping the client, Holly, an estate planning attorney, set up a centralized system using Airtable and an AI tool ("Claude") to automate the tracking and analysis of her firm's financial data. Holly's current manual process—using a complex Excel spreadsheet and disorganized Outlook emails—is time-consuming and overwhelming, causing her to fall four months behind on record-keeping. The primary goal is to create a unified dashboard that consolidates payment data from disparate sources (Clio, LawPay, checks, wire transfers), provides insightful visualizations, and separates revenue from her legal practice and a distinct insurance business. Key challenges include integrating and structuring data from multiple spreadsheets and emails, defining data points consistently (e.g., date received vs. date deposited), and ensuring the solution is secure and HIPAA-compliant. The consultant, Christi, guides Holly through the setup of Airtable, user accounts for the Claude AI, and plans for AI-driven data migration. ## Background Holly, a business owner, needs to organize her financial tracking for her estate planning law practice and a separate insurance business. Her current method involves a single, complex "ancient spreadsheet" and saving payment notification emails (from Clio, scanned checks, and Chase wire notifications) into Outlook subfolders. This process is so burdensome it is constantly postponed. Payments are received via checks, Clio, and LawPay (preferred due to lower fees), and must be categorized by service type (estate planning, trust administration) and fee structure (flat fee, hourly). A key complexity is differentiating between the date a check is received versus the year it is deposited for tax purposes, especially for payments received late in the year. The firm also categorizes clients as regular estate planning, trust administration, or high-net-worth, with high-net-worth clients listed in a separate 'Advanced Tax Planning' tab within a Google spreadsheet known as the CSR. The consultation aims to replace this manual system with a modern, automated database in Airtable, leveraging AI to migrate a backlog of data and automate future entries. The rollout will also involve her team, including assistants Karen and Rhonda, and partner Ariana, who will use the new system. ## Pain Points The core pain point is a fragmented, inefficient, and overwhelming manual process for tracking invoices and payments, leading to a significant data entry backlog and inaccurate financial records. - **Data Fragmentation and Manual Consolidation:** Financial information is scattered across multiple platforms (Clio, LawPay), emails (for checks and wires), and spreadsheets (a primary revenue spreadsheet and a separate "CSR" Google Sheet for client matter status). This fragmentation forces Holly and her team to manually consolidate data, a task she is currently four months behind on. This "back burner project" takes a "so crazy long" time, causes significant stress, and prevents a real-time view of the business's financial health. Technical limitations exacerbate this, as direct API connectors for Clio and LawPay are not yet functional, forcing reliance on parsing Outlook subfolders as an interim solution. - **Inaccurate and Incomplete Data Analysis:** The current system lacks the ability to provide meaningful business insights. The spreadsheet structure is cumbersome, and attempts to get analytics require significant manual effort. For instance, the system cannot produce a pie chart comparing regular vs. high-net-worth clients because the matter type is not a distinct field but rather free text in parentheses (e.g., "(probate)"), which the AI fails to categorize. Furthermore, "insurance commission" data, located at the bottom of a spreadsheet, is completely missed during analysis. This leads to incomplete financial reporting and prevents Holly from effectively analyzing revenue streams or comparing performance across service types. - **Lack of Clarity and Inconsistent Definitions:** There is confusion around key data definitions, such as differentiating between the date a check is _received_ and the year it is _deposited_ for tax purposes, making year-over-year comparisons "very confusing." This ambiguity in data definitions leads to reporting inconsistencies and unreliable analytics. - **Security and Confidentiality Concerns:** As a law practice, Holly has significant concerns about the security and confidentiality of client financial data. She repeatedly emphasizes the need for a secure, private solution that maintains attorney-client privilege, especially as she moves from a local spreadsheet to a cloud-based service for the first time. The consultant addressed this by noting the Airtable solution is HIPAA compliant. - **Inefficient Collections Process:** The current system lacks a method for tracking outstanding invoices, making it difficult to follow up on unpaid bills and potentially delaying revenue collection. This was identified as a missing component that needs to be built into the new system. ## Expectations The client expects a fully automated, centralized system in Airtable that organizes all payment and invoice data, providing clear, at-a-glance insights into her business's financial performance. - **Automated Data Consolidation:** The primary expectation is for the system (using AI tool "Claude") to automatically import and process the entire backlog of payment information from Outlook emails and spreadsheets, creating a single source of truth. This should eliminate manual data entry for her staff. The system must also correctly parse and categorize unstructured data, such as identifying matter types from free-text notes. - **Comprehensive and Customizable Dashboard:** The new system must provide a dashboard with specific data visualizations. Holly requires four key pie charts: **1) Payment method breakdown**, **2) Flat fee vs. hourly revenue**, **3) Estate planning vs. trust administration revenue**, and **4) Regular vs. high-net-worth estate plan revenue**. The dashboard should also track total invoiced amounts, payments received, and outstanding invoices to create a "collection accelerator." - **Specific Tracking and Reporting Capabilities:** The system must be able to differentiate between the date a payment is received and the year it is deposited for accurate tax accounting. It also needs to track and report on revenue from her "separate insurance business" distinctly from the legal practice's income. ## Other Information Summary - **Team & Roles:** The client, Holly, is working with her assistant, Karen, who will be responsible for data entry in the new system. Her other assistants are Rhonda and Martina, her partner is Ariana, and the consultant is Christi. - **System & Setup:** The consultant is setting Holly up on the Airtable "Team plan" and managing user accounts ("seats") for the "Claude" AI tool. Airtable's native AI, "Omni," was used to help build the initial database structure. - **Technical Details:** The customer is using Clio for live invoicing but prefers LawPay for payments due to lower fees. Direct API connections to Clio and LawPay are not yet ready, so the initial data source will be specific Outlook email folders. - **Client Volunteering Interest:** Holly expressed a strong interest in using her estate planning and financial literacy expertise to volunteer with youth, particularly those in the foster care system. Christi, who has personal experience and connections in this area, offered to make introductions. ## To-Do List - [ ] Send Holly follow-up information on the Airtable "Team plan" and its security features. - [ ] Schedule the next meeting for **September 11, 2026, at 10:00 AM** to connect Airtable to "Claude" and begin data migration. - [ ] Investigate why Claude is failing to parse insurance commission data from the spreadsheets and guide the customer on how to make the AI focus on the correct file. - [ ] Add a feature/column in Airtable to track outstanding invoices (date sent, amount) to create a "collection accelerator." - [ ] Prepare a plan for training Karen on how to use new payment submission forms in Airtable. - [ ] Follow up with Holly to confirm the exact criteria for differentiating "regular" vs. "high-net-worth" estate plans. - [ ] Customer to update credit card information in the Claude account. - [ ] New members Gretchen and Martinus Clavichord to accept their pending invitations to the Claude account. - [ ] Christi to send the customer information about her resource website and connect her with contacts in the Independent Living Program. - [ ] After the session, send the meeting transcript and notes to the customer. > **AI Suggestions** > The AI has identified the client's biggest pain point as the fragmented and inefficient manual process of consolidating and categorizing financial data from multiple sources, which prevents accurate and timely business analysis. Here are some possible solutions for your consideration: > 1. **Prioritize AI-Driven Data Migration with Prompt Engineering:** Focus immediately on connecting Claude to Outlook and the spreadsheets. Develop a custom prompt with specific examples (few-shot learning) to teach Claude how to parse unstructured data, such as identifying matter types within parentheses and locating the insurance commission data at the bottom of the sheet. A quick win on the data backlog will build trust and relieve a primary source of stress. > 2. **Implement a Structured Interim Workflow:** Since API connectors are delayed, create a simple Airtable form for assistants (Karen) to log new payments from checks and wires. This is more structured than email parsing and serves as a robust backup. Simultaneously, create an "Interim Dashboard" that visualizes data from these new entries, allowing Holly to see immediate value while the historical data migration is in progress. > 3. **Establish a Unified Data Structure in Airtable:** Design the Airtable base with separate but linked tables for 'Payments,' 'Invoices,' 'Clients,' and 'Matters.' Create a "Business Line" field to separate legal and insurance revenue. This relational structure will support the requested "collection accelerator" and ensure scalability. Use a one-time script to import and merge historical data from the various spreadsheets into this new structure, creating a single source of truth. > 4. **Use a Third-Party Integration Tool:** Instead of building custom API connectors, investigate using a platform like Zapier or Make. These tools have pre-built integrations for services like Clio and LawPay, which could significantly speed up direct data connections and provide a more stable, low-code solution for continuous synchronization once the initial backlog is cleared.	Sep 10, 2026	Speaker 2 00:00:21 Holly How are you? Hey, how are you doing? Speaker 1 00:00:25 Good. Took the day off, so I'm only on just for you today. Speaker 2 00:00:29 Oh, thank you. Are you feeling okay? Speaker 1 00:00:34 I think everybody in the house is kind of wearing a little summer coat, just changing. Speaker 2 00:00:40 It out of this. So. Do you want to reschedule to tomorrow, or are you okay to do it now? Let's do. Speaker 1 00:00:48 Let's get as much done as possible now. Okay. Feel a little bit better. I think there's more in the kitchen. Not sure which one. Speaker 2 00:00:57 Okay. All right. So, yeah, I just wanted to. I just wanted your help with with this with basically this big. Project that I, you know, I think you said it. It would is something that we can do through Airtable, but of course I know nothing about Airtable. Speaker 1 00:01:23 No worries. It's a it's a big database basically. It's like putting a bunch of Excel sheets together and being able to run reports from it. So I'm going to introduce you to that first. I'm going to connect to your computer because. We're going to work on it from your computer. Speaker 2 00:01:42 Okay. And then I take it that once we sign up, it's all private, attorney - client privilege, all of that. It's not like floating out there in the ether. Speaker 1 00:01:53 Okay. It's floating out in the ether, but it is secure. Speaker 2 00:01:57 Okay, that's that's the main thing. I just want to make sure it's secure and that I don't get any. I don't have any issues with that attorney - client privilege. Speaker 1 00:02:06 Okay. So I'm. Take it over your computer, and I'm going to open your Zoom. So I'm just going to open up a whole new window because I don't want to see anything on your screen. New windows are probably the best. And then I'm going to go to Airtable. That way you can see it. So basically, I'm going to set you up on the free version for now. And then, as if you decide, hey, I really do like this, you can grow it, and you can actually add people to it. I have a lot of my more technical companies that love it, and so there's a lot of big name companies out there as well that are using it. I use it. I keep all of my foster care data in it, Speaker 3 00:03:01 And I keep. Speaker 1 00:03:03 My budgets and stuff in it, and I keep a couple client pieces in it. Like, I have a couple clients that I'm, I'm their virtual CIO. Oh, some on site at their locations all the time, and I work on their budget. You know, everything a CIO would do for a company, I do it. Oh, really? Yes. So great. Yes. So I do that. Um, and there are clients at Crimson, and so they just they talked to Anzor. They needed a CIO, so. I've taken over as their kind of like a partial CIO, a part time CIO, and they're larger organizations that do a lot with HIPAA. And the reason I'm bringing this up is because I put their data in Airtable so that I can manage it a lot easier. Yes, and because they're HIPAA compliant, I needed a solution that was HIPAA compliant, which is. Speaker 3 00:03:56 So. Okay. Speaker 1 00:03:57 So what I'm going to do is I'm going to have you sign up. However. Sign up with your package info. Speaker 3 00:04:05 Okay. Speaker 1 00:04:20 Just make whatever password you want to make. I can't see what you're typing, Speaker 3 00:04:23 So okay. Speaker 1 00:04:32 All right, so one of the things I'm going to tell you is Omni is actually pretty good. My my sister, she is an entrepreneur in the San Antonio area. She owns a couple of companies. They love Airtable, so Omni like she keeps me up to date on all the Omni stuff because she's also very technical. She runs a security company, and so what is Omni? Tommy is the AI for Airtable. Speaker 2 00:05:05 AI for Airtable. Speaker 3 00:05:07 Okay. Got it. Okay. Speaker 2 00:05:21 Which team are you on. Speaker 1 00:05:22 Just type owner. Speaker 2 00:05:25 Owner. All right, owner. Thank you. I'm like I don't know what team am I on. Um. Okay. Speaker 1 00:05:30 All right. Now, so this is where you just tell Omni what you want to build. And so for the first time when you log in, it's going to ask you to decide, you know, what's something important for you to do. And it filled it in, but you can take out what it filled in. And so what I'm going to suggest is I'm going to take this out. Speaker 1 00:06:01 And then you can actually upload one of your spreadsheets and tell Omni exactly what that spreadsheet is for. Speaker 2 00:06:09 Okay. Um. So let's import a spreadsheet. Speaker 3 00:06:16 Just click on Browse. Yep. Speaker 1 00:06:57 And Then tell tell on me what it is and. Speaker 2 00:06:60 And I just want to make sure this is secure. I'm really nervous. Speaker 1 00:07:02 Yes, yes, it's very secure. I promise. Speaker 2 00:07:05 Even though it's free, it's not sharing it with anyone. Speaker 1 00:07:08 We're gonna get past that free in a moment, but yes, because it's free, Speaker 2 00:07:11 It's still not sharing it. Okay, because I just I really don't want this getting out. This is like super confidential, proprietary. So I'm just double checking and triple checking with you. Okay. Speaker 3 00:07:21 Yes. Speaker 1 00:07:22 Okay. I completely understand. So yes. Speaker 2 00:07:25 We want to build a system to track all invoices of incentive to clients in any given calendar year. Speaker 3 00:07:46 Both old exist. Okay. Existing clients, new clients. Speaker 2 00:08:01 Beautiful email here. Um. Uh, that tracks all payments made to date for both monthly, uh, for both monthly letters and yearly letters. And then. Speaker 3 00:08:26 Tracks how those payments were made. Yeah, credit check, e check, wire, or credit card. Speaker 2 00:08:43 I don't know. Is there anything else that? Speaker 3 00:08:55 Payments Should be recorded with their other payments, whereas finance should be listed. Speaker 3 00:09:26 Excellent. Speaker 2 00:09:33 Okay. That's it, I guess, Speaker 3 00:09:38 Right? Yes. And then say build it. Speaker 1 00:09:46 Now this might take a moment, but you'll see as it's building it out, you'll see you'll see it take flight. Speaker 1 00:10:27 Now This is where it's going to ask you to do a trowel of the of the team plan. Team plan is what I currently have. Okay, and then I will say if if you can swing it, go ahead and do the team plan. Okay, and then you. You can do either monthly or yearly. I tell people go monthly first because you do get a fourteen day trial of it, and then if you go monthly, then you can cancel it if it if it just doesn't work for you, and they will delete all your data. Speaker 3 00:11:01 Okay. Speaker 1 00:11:11 So, so it looks like you have saved already in the link. You've purchased things currently. Speaker 1 00:11:17 Oh, Speaker 2 00:11:18 With with what? Speaker 1 00:11:19 Oh, with the week. Speaker 2 00:11:21 Yeah. Oh, great. I didn't even see that. Speaker 1 00:11:24 Yeah. So, if you look at your cell phone, Speaker 2 00:11:27 You should have a code. Oh, should I get out of this here then? Speaker 1 00:11:33 Yeah. Yeah, and then look on your phone for the code that came to your. Speaker 2 00:11:36 It's uh, it's my husband because I see his number there. Enter the code sent to four five four six. But I can just get him on. Speaker 1 00:11:42 That's fine. Okay. Um. Speaker 1 00:11:48 Both Lincoln Stripe are good payment options. When website pops up, in fact, my website I'm doing Stripe. Speaker 2 00:11:57 Hey Joe, do you have a code for me on your phone from a link? And is that connected to the business or to the personal credit card? Eight three eight three two nine is that business? Okay, perfect. Okay, thank you. Bye. Speaker 1 00:12:22 Okay, perfect. All right. So it'll it'll remind you. It's really good at reminding you when time is up. Now from here, I'm gonna we're previewing this, so close those out. And so you're just look through this. Basically, let me make this a little wider. Speaker 2 00:12:45 Yeah, Speaker 1 00:12:46 Thank you. Right, so this the overview screen. So you can look at overview invoices. You can look at them in real time, and then you've got a dashboard it created for you. And so these are this what it proposed that you might like, and then you can take a look at the details. And then you can you have a timeline there. You can see who paid what when, and then you have a list of clients. And so these it's gonna just pull up your clients based on. Speaker 1 00:13:17 I don't know if it did it from what's on your spreadsheet or just what you have in like your settings in the spreadsheet. Speaker 2 00:13:25 I have absolutely no idea because some of this stuff is like they must have done like some research. Okay. Because none of this is in my spreadsheet. Like, well, David Lee is in my spreadsheet, but not his, not Lee Law Associates. Speaker 1 00:13:36 Yeah. So basically, what it does is it just it puts dummy data in. And so in a moment, I'm going to show you how you can get the real data. And so this is what it looks, and then your payments gallery, and you can have it refine things for. Speaker 2 00:13:53 You. Okay, so like if if I say okay, just let's move forward, and later I need to refine it, I can do that later. Speaker 1 00:14:02 Yes. Now one thing I do want to show you, this is this is your interfaces. However, the data right here, that's where all your spreadsheet information lives once it gets put in there. So this is your big spreadsheets, basically. Speaker 2 00:14:17 Okay, I guess my question is this: How do I, how do I, have it, um, take recent? Ah, okay. Let me just explain to you what's been going on. First of all, I've been so crazy busy that I have not kept up with it on my end with the spreadsheet, just because it takes me so. So crazy long that I just, it's like a back burner project, and because it's never urgent, I just it gets just pushed off and pushed off. So I have in my there's a a folder. There's two two subfolders in my Outlook where I just dumped all of Rhonda's emails to me about checks that have come in, and she'll you know she'll. Speaker 2 00:15:07 Scan the check and attach it to an email, and I just dump the email right into you know a subfolder, and then you know I'll get folder I'll get payment information, you know so and so made a payment from Clio, you know like via credit card or ACH or e check or whatever, and then and then every once in a blue moon I go on you know to have to manually go on to Chase and get the wire information, and then I attach it to an email that I send to my executive assistant. I'm like okay, make sure that you, Records that these people have paid, you know, but it's one thing to have it all recorded on Clio, and you know, but it's another thing to move it into my, you know, ancient spreadsheet, and that's the project I keep pushing off. So, is there a way? I know it was a long backstory, but is there a way to then take all of these payments that were made, and that I just dumped these emails into these subfolders, and have Airtable just plug it all in? Speaker 1 00:16:05 Yes. And I'm gonna take one step further for you. You can also have Rhonda put everything in through the forms, so we can have Omni build out the forms for you for payment information. And then as she's put, as those checks come in, she can put the checks in there through the forms. Speaker 2 00:16:22 She she can just directly submit it. Yes. And it doesn't care how it comes. It doesn't care if it's in like an attachment to an email, like a scanned check, or if it's a, An email from it just it just it doesn't matter to it it just it will recognize it as a payment. Speaker 1 00:16:42 Ah, she she'll have a form here for her to fill in. So you'll give her access to the form, and she just records payment and updates you. Oh my goodness! You can even if she's scanning in the check, she can even even have to blow it into. Speaker 2 00:16:60 I'm going to have Karen do it. I'm not going to even have Rhonda do it. I'm going to have Karen do it. Because Karen has access to everything, not just the checks. She has access to all of it. Speaker 1 00:17:11 Yeah. So it's it's gonna be it's gonna make your life a little bit easier. But for today, what we're gonna do is once we say we like it, I'm gonna connect it to Claude, and I'm gonna have Claude go through your folder and input all the data from your spreadsheets and your emails. Speaker 2 00:17:32 Oh my goodness, that would be so good. I can't even tell you. Okay, yes. So let me look. Okay, what I'm like, I feel like so I have so much like this will be like I can breathe kind of feeling. I'm just I'm sure other clients of yours have that same feeling where you're just like, oh, this is. I don't even know what to say. I guess this is what AI was designed to like alleviate from regular humans. But anyway, yes. Speaker 2 00:18:03 Okay, so what is the what am I looking to see if everything looks right? So payment overview. This is what I'm looking at right now. Is what that's? Speaker 1 00:18:13 It's just the dummy data that the system put in for you. Okay. So that you can see how it looks, and so you can what you can see is the payments that came in. We can actually on the later on refine this for you, so you can say okay. So you know. Oh, Speaker 2 00:18:28 I see. So this is all sort of like a dummy thing, and I'm just telling me. Do I like how this looks? So, e - check, ACH, wire, check, credit card, credit card. Okay, and then. Speaker 1 00:18:41 You have your invoices here. And so, on the dashboard, you can see what invoices out, how much has been invoiced this year, how many payments you've received so far, and how many invoices are still outstanding. Speaker 2 00:18:53 And does it split it up by? Because I see it splitting it up by check, credit card, wire, and, E check, which is great, and then it has an extra payment method, but I don't know what that is. It's like a blank. Um, but then does it also, um, does it also have, um, showing me flat fee versus hourly? Speaker 1 00:19:18 It can. Um, I did see that in the data when it was building up the data. Speaker 2 00:19:21 So, yeah, I would love it if it could also give me a pie chart of flat fee versus hourly, and then the third pie chart I would love, love, love is. Estate planning. Actually, this is kind of insane, but so four pie charts. The pie chart it has right now, which is how things are paid, that would be amazing. The second pie chart is flat fee versus hourly. The third pie chart is estate planning versus trust administration. And the fourth pie chart is regular estate plans versus high net worth estate plans. Speaker 2 00:19:58 That this was oh my gosh this is so cool. Speaker 1 00:20:01 Yeah so you just you just tell tell that to Omni. Speaker 2 00:20:04 Okay how do I do that or where do I do that. Speaker 1 00:20:07 So you're gonna do it right here where the mouse is um over on the far left your chat window um just say you know I would like to add to the dashboard these different pie. Speaker 2 00:20:19 Charts okay good okay I want to add to the dashboard um. Three additional pie charts in addition to the payment methods breakdown. Speaker 3 00:20:39 Pie chart: flat fee versus. Speaker 2 00:20:45 Hourly, state planning versus. Cost administration. Speaker 3 00:20:57 Actually three state, and then regular state plans versus state plans and four. Harrison, here. Speaker 2 00:21:36 How do I do? Um. Speaker 3 00:21:55 Broken down by total received. Speaker 2 00:22:04 And total and deposited. The last one is is uh is a little weird, but like I don't know if you remember when I showed you the original spreadsheet. It basically let me just let me just pull it up so you can just see what I'm talking about. Speaker 2 00:22:25 I'm not sure how to describe it to Omni. So that that's the. Speaker 1 00:22:30 Bear with me. Hear me sneezing in the background. Speaker 2 00:22:34 Okay, I'm. I'm. Thank you so much for. No worries. Hey, this is this is the highlight of my day. Is helping you guys do stuff like this. Oh my gosh, like help is not is an understatement. Okay, what am I not finding what I need? Okay. Oh, that's why I'm in the wrong place. Okay. All right. Let me show you what I'm trying to explain in normal English, but I'm having a hard time explaining. Speaker 2 00:23:05 Okay. So, um, let me make this bigger so we can see it. Okay. Um. Okay. So you see here. Let's just look at 2025 because 2026 is kind of like midway through. But in 2025, sorry, there's the red is how much we you know we're it's a it's what the cat what what is being given to us in 2025. But when they send me things at the end of the year, like fourth quarter, usually like in November and December, not the entire fourth quarter. But you know, if I get checks in November, December, what I typically do is I just wait and deposit it on January third. Speaker 2 00:23:53 So, it's deposited in 2026 for tax purposes, but I it's for 2025 matters. So you see that, like so. So what I would want is I would want to know what the total is. You see, I was this 2025 total. These are both these numbers together, but I like it broken down because at the end of the day, it's these two numbers, right? The what I deposited in 2026 that I'm where I have to pay my taxes. Speaker 1 00:24:17 Yeah. So that's a lot of steps. Speaker 2 00:24:20 Yeah, so that's what I wanted to also, and then I have additional income that comes from these commissions that are not even estate planning related. They're like related to insurance. Yeah. So I I would want that as well, so that I can see it. But I would want it in a conflict. It's not an estate planning thing. It's really a separate business that I have. Yeah. So. I just have it on that one spreadsheet because I just can't handle too many spreadsheets. But if we're doing this, you know, it would — it's actually a separate business. Speaker 1 00:24:57 Yeah, and that makes totals much slick. You can add, you can add in, you can have Omni add a column that notates which business it's for, and then you can also have it make sure that you have the like a column for the date the check was received. Versus the date it was deposited. Speaker 2 00:25:20 Okay, compare. So, okay, so I would like a separate column for date check received versus date check. Well, it's not. I don't want to have to like. Yeah, I guess so. Okay. It's just that. Speaker 2 00:25:49 Right, but but that's only for checks. This is only for check payments. No, I don't know how to say it. You can take it right. Is it okay? Yeah. Check payments. Okay. Speaker 3 00:26:03 Yes. Um, but the the other one I don't think I did right. So comparison of each year for last five years, broken down by total amount collected. Speaker 2 00:26:18 Or received for that calendar year versus total amount deposited. I don't know if that makes sense to you. Speaker 1 00:26:29 It does. But the great thing about AI lately is it's been asking. It does ask really good questions. Speaker 2 00:26:36 Okay, so a separate. Okay, a separate date. Also, I have a separate insurance business that needs. Its own column is that the way to describe it, Speaker 1 00:26:51 Or we need to we need to add a business. We keep saying what you're saying. Speaker 2 00:26:58 Maybe its own page. Maybe its own page. Okay. Right. Hopefully, they'll know what I'm talking about. Speaker 1 00:27:38 I I think it it captured it pretty well. Speaker 2 00:27:40 What do you think? Yeah, I mean, I don't even think I need the date on which the check was deposit. I just need to know the year in which it was deposited. You mean yeah. Speaker 2 00:27:58 Okay. So, yeah. So add that to it to say for the date deposit needs just the Date deposit. The date a check is received deposited. Actually, don't need the exact date, only the calendar year. Speaker 3 00:28:23 Okay. Let me. 谁的人？ Speaker 1 00:28:57 All right, all right. Speaker 3 00:28:59 Build it. Yeah. Okay. See what it looks like. Speaker 3 00:29:33 We're waiting for this. Bear with me. Yeah. Yeah. Hi. Speaker 1 00:29:47 Guys. All right. So we just need to go to your house to pick up your clothes, and then if you want to run by Dollar Tree to pick up stuff for Saturday. Okay. So. Can you guys be ready about six fifteen? Okay, cool. Speaker 3 00:30:06 Thank you. Speaker 1 00:30:14 Okay, sorry, Dolly. No worries. I don't know how many kids I have. I just know that there's two in the bedroom. No, two in the living room, one in the bedroom, and. Speaker 3 00:30:25 Yeah. I have someone else's foster kid staying with me for a couple weeks, so I gotta go help her pick up some more clothes because she didn't bring. Oh my, yeah, Speaker 2 00:30:46 It's so hot. Yeah, it is. It is. It's so cool to do that. I'm very excited to to like find. Some time to sort of sit down and like really kind of delve into, delve into it, um, for us. But yeah, Speaker 1 00:31:08 Yeah. We have um, because I do CSET kids and I do, I do soon to be mamas, and then I do I do anywhere from fourteen and. This last month, my daughter to college, and then my other daughter who has been my kid off and on, and then permanently. She first friend has been coming by, being mom and daughter, who came the week after I got out of the hospital, which was crazy fun. It was awesome. So she's we're having a baby shower for her on Sunday. Speaker 2 00:31:55 Oh, that is so awesome! Speaker 1 00:31:58 Yeah, but it has been so hot. Girls, um, we're just like we don't want to do anything until it gets cool, and it is still eighty - four degrees. Speaker 2 00:32:08 It's crazy. It's totally insane. Yeah. Speaker 1 00:32:14 Now we're in we're in the window area. Speaker 2 00:32:16 Oh my goodness! I um, I just we're in Sherman Oaks. It's so muggy and. Gross! Speaker 1 00:32:25 I'm like I moved out of Nashville to get away from this. Speaker 2 00:32:29 I know exactly like that. It's exactly right. I don't even know what to say. It's I've never seen it this muggy. It's like kind of unusual. Speaker 1 00:32:38 Yeah, I think it's that tropical storm hurricane whatever it is. Speaker 2 00:32:41 Yeah, I think so too. I think it's just um we missed the hurricane, but we got the humidity. Speaker 1 00:32:49 Yeah, it's it rained on Saturday, and I was like great. Right or it rained on Sunday. I was like, great, you know, it'll be over with on Monday. We can do the maternity shoot. Nope, we got up and it was raining. It's like, okay, and then Tuesday, worry. I'm like, this is only supposed to be one day. So awful, yucky. We're gonna try to do maternity shoot next weekend. As long as she doesn't ruin flavor. Speaker 2 00:33:20 But when does she do? October fifth. Okay, so it's not right now, but it's it could happen. Speaker 3 00:33:30 Yeah, and she's been with me since mid July. Wow, wow. So soon to have a little beautiful baby. Speaker 2 00:33:47 That is so awesome. So um, and then what? What do you are you just she she's gonna be there with her baby then? Speaker 1 00:33:57 No, the way it works is I'm her caretaker. Speaker 3 00:34:01 Yeah, Speaker 1 00:34:02 And my job is to get her get her ready for parenthood and support her, but the baby is not under my care. Speaker 2 00:34:13 Oh, well, that's interesting. Speaker 1 00:34:16 Yeah, so VCFS has this program called Whole Family. Yeah. So that's what she falls under. So my job is just. Speaker 3 00:34:28 To teach her. That is. Speaker 2 00:34:34 So awesome. Truly, I'm. Yeah. And then how old is she? Twenty. But she's an extended foster. I see. I see. Speaker 1 00:34:44 Okay. So all my kids currently are all extended foster care, meaning eighteen and up. So they have to. They're required to either. In school, or have a job, distinct students, and so because they can't share a room with anyone younger than eighteen. So right now, all that happens is non-minor dependents, and then we're we're actually moving in November, October, November, and so when we do, I'll start taking younger kids again, but may not for a minute, and may want to stay with me. Speaker 1 00:35:21 That goes to is in another foster home. Speaker 3 00:35:23 She made she made a contest. Hmm. But you can display this. Speaker 2 00:35:30 I mean, it's really amazing. I think. Yeah, Speaker 1 00:35:35 It's really. I never could do this when I worked at the Dodgers. Anzor made made this because I've been wanting to do this for years. I just want because I was working for the Dodgers and I'm single. Speaker 2 00:35:46 What were you doing for the Dodgers? I don't even know your backstory. Speaker 1 00:35:51 Oh, I thought I thought you guys knew. Um, Speaker 2 00:35:55 I was their IT manager. Oh, I literally had no idea. Speaker 1 00:36:01 Yeah. So, but this is the month of my five - year anniversary. Speaker 2 00:36:05 With Anzor. Wow. Wow. That's crazy. Speaker 1 00:36:11 All right. So, there's your changes. Speaker 3 00:36:19 Let me take a look. Hold on, give me a second. No worries. Speaker 2 00:36:44 Okay. Um. Speaker 2 00:36:48 So there it is. Let's take a look at payment breakdown, flat fee versus hourly, annual comparison, total payments versus checks deposited. Speaker 3 00:37:02 That's so great. Speaker 2 00:37:12 This one is a little bit not correct. I have to think. I have to fix that one. Okay. See what other ones they have. Invoices sent by month, Speaker 1 00:37:26 And I think it might look a little bit different once we get real day to day. Speaker 2 00:37:30 Yeah, and then where is the high net worth one? I don't see that one. Speaker 1 00:37:35 Um, you might need to call it the high net worth. Speaker 2 00:37:40 Think you had it. I think it had it listed in its things to do, but I don't see it, so I'm wondering if maybe I just missed it. Okay, see, hold on a second. See, regular estate plans versus high net worth. Speaker 3 00:38:12 Should just tell it out. Speaker 1 00:38:13 Maybe let's real quickly. I'm gonna check on your clients. David might have put it in. Speaker 3 00:38:23 You get a couple of different views. Speaker 3 00:39:01 You've got. Speaker 1 00:39:02 Also the ability to filter all. Yeah, you're gonna have to ask. Okay, Speaker 2 00:39:08 Let me let me do this because this is okay. I don't. We saw the flat fee versus hourly, and estate planning versus trust admin, right? Yes. The. Speaker 3 00:39:31 Pie chart for regular estate planning versus trust. Is it dash? And so. Speaker 2 00:39:52 Need to change. Okay, how do I change it? Also, for the checks, positive need. Speaker 3 00:40:04 To change. Um. Also. Speaker 3 00:40:14 I teach. Checks deposited. Charge. Um. Any given calendar year, how much has been? Received versus was received here, but deposited the. Speaker 2 00:40:57 Following. I don't know. It's it's very confusing. I don't know how to do it. Maybe that's a pie chart. Maybe it's just like a yeah. Maybe that's not a pie chart, but a separate page that. Here's it similar to what I have in the spreadsheet totals that I uploaded. Also for the insurance, that is always paid via wire and no other payment. It is used for that. I just need. Speaker 2 00:41:43 To see what, change was, Speaker 3 00:41:47 Is made, or which, clients in calendar, year. All right, see what happens. Speaker 2 00:42:15 You said you went through the foster system. Is that? Did you go through from like when you were little, or just when you were older? Speaker 1 00:42:23 Yeah, we absolutely growing up. We we always had social workers at all, and but you don't have to answer that. Also, it's okay. I actually speak about this to kids and and people with PTSD because that. Speaker 1 00:42:45 Communities on both of those. So my my source. Okay. I just don't want to push you off the snow. It's okay. No, that's I've worked with teens for twenty years. Hmm. Speaker 2 00:43:14 It's incredible because I feel like so many people are scared to work with teens, you know. Just, just because of the trauma, you know, because of the things they've been through. It's, you know, you don't always know what you're bringing into the home, you know, and you're just like, oh, yeah. So it's, um, it's tricky, you know. And so of course they get the brunt of it. Yeah. So it's just. Speaker 3 00:43:46 One of the things that you have to, and you have to be willing to meet kids. Yeah, Speaker 2 00:43:57 And I think some of that is just also training, you know, because dealing with kids. You know, dealing with your own biological children from when you gave birth is going to be very different in so you know not in every way, but in some ways that's very different than having a a child or a teen come to you with maybe they were in you know three different foster homes before they came to you. You know they they've got so much you know they've got more life experience and. Speaker 2 00:44:39 Negative life experience than most adults have, you know, in their whole lives. So, it's it's a challenge. Speaker 1 00:44:45 And I'll be honest, it's hard for some foster parents because the kids come in and they're they'll freely talk about how they're not no longer drugs, but then they'll talk about what happened. They they don't have that life experience, so sometimes. It's entertaining to me. I know this is sad to say. It's entertaining to me. Again, again, foster parent. It's their first time, and they've raised their own kids, and they're telling me about the kids' behavior, the types of drugs that they're on, and the trouble. And I'm like, " Yep, they they have a lot of life experience." Speaker 2 00:45:36 Oh yeah, a hundred percent. Speaker 1 00:45:38 Yeah, I had this line faster. Speaker 3 00:45:40 I tell you, she jumps turnstiles. That's true, and I'm like, oh yeah, so am I. That's the least of it, though. I mean, honestly, jumping turnstiles is great. If that's all they did, yeah. Oh my gosh. Speaker 2 00:46:02 Oh, we've we've given a lot to over the years. We um. We support Children of the Night, and I was curious if you knew about that organization, and if so, what you thought of that organization. Speaker 1 00:46:16 I know of it, but I don't know it. So I've heard of it quite a few times in passing, but not. Speaker 2 00:46:26 So it's um, it's a really cool organization that's been around for a long time, and it's run by this woman who's kind of a little bit of a force of nature. And which I guess you'd have to be if you wanted to keep this thing going. But she she takes teen girls off the streets, and they're usually sexually trafficked, or you know, engaged in prostitution, or pimped out in some way. And and she sometimes they're pregnant as well, and she provides them with a safe place. Speaker 2 00:47:02 And I'm sure she works closely with the foster care system. I'm assuming as well. But, um, yeah. Anyway, I really didn't entertain a lot of it beyond like the cheer, like beyond like giving to those things while my kids were little. But like now my kids are getting older, and you know, two are in college, and I just I don't know. Just thinking like what what are the ways in which I can. Not sit on my butt and go to lunch all day, but just do something that actually, you know, maybe helps another human being. So, I don't know. So I was thinking of the medical because it like broke my heart when I was reading about like, you know, children in the foster care system who are by themselves and going through these like terminal illnesses all by themselves, and I was just like, what? So that that kind of broke my heart. But every aspect of this breaks your heart. I mean, it's like all of it is just. Speaker 2 00:47:59 Sad. It's just sad these kids don't have it. Speaker 1 00:48:02 So anyway, yeah, that's you know. There's a lot of kids in care left. I think I told you before. I wish I could take medical appointments, but not with everything I do. Speaker 2 00:48:13 Well, no, and that's the when you said that, it just occurred to me like, oh yeah, medical appointments, doctors' appointments. It just I don't know. Didn't occur to me that you'd have to like schlepp them to these things. And I'm like, yeah, that's a good point. I better be mindful of my actual like job, job, and if I, you know, but anyway. Speaker 1 00:48:31 Yeah, no, but there, I mean, there's like like my daughter is expecting. She has no one in the city, like no one in the LA County, but a sister at the same time. And so when she like her boyfriend lives in Georgia now, he was in the military. She has nobody in the birth room with her except for me. Oh wow. I'm just her foster mom. She met too much, and so fortunately, I have a really amazing church that does does used to have a really big foster community, and so they still deeply. And so Saturday is going to be a lot of people I know. But yeah, Speaker 2 00:49:24 And it's. I like that a lot. It is it is hard, you know. I mean, I think honestly, you know, as an estate planning attorney, I get to sort of see, you know, people, people who are of all, you know, I work with well-to-do people for the most part, you know, and most people don't have a lot of close others that they can. Rely on like close family, close friends that they would call on to be a guardian or successor trustee or an executor. You know they have a lot of, you know, acquaintances maybe, but not like, you know. And that's just, that's just regular folks that are out there. You know, and it just does seem like there's a lot of loneliness. Speaker 1 00:50:14 You know, there is. Yes. I luckily my best friend. Has the same viewpoint in life that I do, and that is family is not always blood. Speaker 3 00:50:26 And like every kid that comes into my home, our ten year old daughter, oh, you're my new cousin now. Heads up, I'm a cool cousin. Like um, Dom, my daughter, the one that I adopted, she, she was dealing with a lot of issues when she moved in with me because she was LGBTQ and she was trans. Speaker 1 00:50:50 She's not. She's not. Yeah. Because they weren't. She wasn't surrounded with people who could teach her what it means for the life she's choosing. And so over time, you know, she met me, and you know, she she learned that women can be strong. So she slowly started reverting to be herself. And but she never had the this work in place to be able to make good decisions. And I'm probably gonna say something I'm not supposed to say, but she was in a few foster homes before us. In fact, one of her foster homes is the lady that was is the primary foster parent on the HBO documentary. Wow! Even people you see out there that you would think, oh, you know. Speaker 1 00:51:48 They were on the documentary, not really that supportive, and the training—they train us how to handle things like that. But if it overrides your your beliefs, huh? I don't know how to be the change for that, but I do know how to help kids stabilize, and you know, and I am trauma informed, so I can help them through a lot of things. So I can't change. Fostering, but it can change life. Speaker 2 00:52:18 We get to. Yeah, which by the way is like. Anyway, I'm just getting emotional, but yeah, I agreed. All right. So what do we got? I don't know what we have here. Let's see. Where is the dashboard? Is this the dash? Where's the dashboard? Speaker 1 00:52:41 Client invoicing payment. Speaker 2 00:52:43 Oh. Where is that? Is it the clients? Can't remember where they put the. Maybe just overview. Where's the cool nifty pie charts? Oh, those are in the dashboard. Oh, I see. I see. So, Fluffy hourly payment breakdown matter type. Speaker 3 00:53:21 Let's put it here. Speaker 1 00:53:24 Regular estate plans versus this thing. Speaker 2 00:53:27 I don't see it on the dashboard. Are we missing something? Let me see. Well, maybe it's do we scroll down? Maybe it's below. Speaker 1 00:53:36 I didn't see it when I looked. Can we get a pie chart for the. Speaker 3 00:53:42 Regular estate plans? Speaker 2 00:53:56 And also that final pie chart there, the annual comparison is not right. I thought I told it to fix it, but oh, I thought you did too, but I didn't see it. Maybe I know, I didn't see it either. I'm wondering. That's why I'm wondering if like it's somewhere else. It's added to the to visualize the distribution of matters between regular and high net worth, but where is it? Are we just not looking at the right things? Maybe it's status. Like there's a matter type here. Maybe status. Speaker 3 00:54:30 Invoices, okay. Maybe we scroll down. Speaker 2 00:54:34 Maybe, uh, oh, there it is. Oh, Speaker 3 00:54:39 There. Yeah, we just we can. Speaker 2 00:54:49 Why didn't do it as a pie chart though. Speaker 1 00:54:51 Maybe because it doesn't have anything in it. Speaker 2 00:54:55 Oh, you know what? That's probably true because I haven't. I I'd have to go through and actually note it for it doesn't note it. I I haven't put it in my spreadsheet, so that makes sense. Gotcha. Okay, these are just things I'm thinking about as we're looking at what it can do. Yeah. Okay, that sounds good. Speaker 3 00:55:14 Um. Speaker 1 00:55:18 Now, I do want to take you through the next portion. All right. Okay. So, um, let me close this part. Speaker 1 00:55:29 I'm going to say publish. Okay, I want to publish all the changes. Speaker 3 00:55:35 Got it. Like that one. Perfect. Speaker 1 00:55:40 All right. Oh no, just okay. So what I want to do now is this part. I it only needs to be done one time, so I'm going to do it for you just because it's going. Speaker 3 00:55:52 To make it okay. Okay. Speaker 3 00:55:58 I need to do two things. I'm going to end the connector. Remember how to do it. It's different in every spring. In every. Speaker 3 00:56:30 Oh, great! Yeah, everything we can accomplish in the future. Now, what we're going to do is we're going to do something. Okay, great. Speaker 1 00:57:13 And The reason why I'm doing that here is I want to see if it's see it if it's successful. Mhm. I'm going to say always allow because one eventually what we're going to do. Is we're going to set this to where it will automatically add all the information from your emails. Speaker 2 00:57:36 Okay, that's fantastic. And I'll I'll show you where it is. I mean, I guess it does. It matter? Should I just should I tell it the specific subfolders, or does it? Speaker 1 00:57:49 Or I don't know. Yeah. First, we need to tell it. Speaker 3 00:57:57 The act, which will be. Speaker 2 00:58:01 And in the emails, and then the newest info is has not even been put in the spreadsheet. Speaker 1 00:58:20 So what I'm gonna do? I'm gonna change to automatically approve because it's a new table. Or is a new system, so I wanted to go ahead and build it. And then I'm going to choose, you choose where the folder is where it's all. Speaker 2 00:58:37 Just just the one spreadsheet, Speaker 1 00:58:39 Okay? Or all the spreadsheets. Speaker 2 00:58:40 Yeah, yeah. It's just it's actually just one spreadsheet, but the new data is in. Speaker 1 00:58:45 You won't see it. You just need to select the folder. Speaker 2 00:58:50 Oh, but there's a lot of a lot of them in here. Speaker 1 00:58:54 Yeah, there is. We just need to select the folder. Speaker 2 00:58:56 Oh, okay, right, yeah, Speaker 1 00:58:57 That's it. And so, Speaker 3 00:58:59 And then. Speaker 2 00:59:03 Do you want me to tell you which subfolders it's in in the in Outlook? The new information. Speaker 1 00:59:10 Not yet. I want to. Okay. I want it to look at the data before you do anything. Okay. No, I'm telling it before you do anything. Okay. And look, all the data. Speaker 3 00:59:26 And make sure we are set up. Do not make changes. Yeah. Speaker 1 00:59:39 Approvals, but it's set to auto, so you. I chose to put it to auto, so it won't ask us every file it looks at. But I'm telling, I'm giving it guardrails. Okay. Now I'm going to say, " Don't ask again." And we'll allow it. Heather, I want it to look at everything. I want it to get a good understanding. Speaker 3 01:00:37 This might take a minute. Speaker 2 01:00:38 No, Speaker 3 01:00:39 That's totally fine. I'm gonna just get up and stretch. Speaker 2 01:00:51 Christy Wallace is running. I have a question about. I wanted to. I wanted to roll this out, even though I have so much more to learn. But I kind of wanted to roll it out to at least Ariana, who's my partner. But then also, I think the two paralegals, Gretchen and Martina, could benefit from you know certain things like proofing their work before they submit it to the attorney to be reviewed and things like that, where they could just give it instructions. You know, proof my work, make sure everything looks. You know, there's no scrivener's errors or anything like that. So, but I wanted to. Do I need to? Can I roll it out to them? Speaker 2 01:01:35 Before the AI policy, from policy, or can I just? Yeah. Okay. Yeah. I just want to explain to them that they should not be using anything else on their work computers, other than the the Claude team. Speaker 1 01:01:48 Yes. Um. Real quickly, I just realized my MasterCard is still set in here for you guys, unless your MasterCard ends in the same number as my MasterCard. Speaker 3 01:01:57 No, Speaker 2 01:01:58 That's funny. Didn't it use the link? Oh, is this a this is Claude. So we put because. Speaker 1 01:02:05 I was setting it up. You were gone, and I was on vacation. I was setting it up with my. Oh, we just need to switch it. Okay. Yeah. Yeah. And you could do that later. But to add people, you want to go into Manage Seats, and then you can say Add or Change Seats from here, and then so you can do for each person you can do standard seats. Now, premium is going to be your heavy hitter people. You might need to bump up to premium yourself, which is a hundred dollars a month, based on what I'm showing you how to do. But for right now, we'll keep you on standard. And then you just mark how many more seats you need, so each person gets their own. Speaker 2 01:02:48 So right now we have two, and so we would need, I guess, four total. Speaker 1 01:02:53 Four total. All right, so we're going to add two more seats, or was it six total? Speaker 2 01:03:02 No, no, no, four total. Speaker 1 01:03:04 Okay. So next. Um. All right. So this is where we're going to change credit card information. Yep. And then you can fill that out. I will be. Kids to Dollar Tree, other than pajama pants. Speaker 2 01:03:23 Got it. Okay. Sounds good. Speaker 1 01:03:31 Pajamas, but I don't like to walk around with them. Speaker 2 01:03:34 No, my daughter does that all the time, and I'm like, " We're going out to outside of this house. Do not wear your. Speaker 1 01:03:42 Yes. Do not wear your. I I feel like I have that conversation pretty often. Yeah. Although. Not, and so they remind me. When they see me wearing those to go work out, that those look like pajamas. Are you sure? Those are the same as what we're doing exactly. Speaker 3 01:04:06 Okay, so. Speaker 2 01:04:44 Alright , So I just go forward. Okay. Is, It already, or is this something that needs to be done by Crimson, where they cannot, like, in other words, they're actually. Not able to use their work computers to do non - cloud team research. Speaker 1 01:05:12 We have tools that we can add. The team is evaluating them now, so that that's going to alert us when people are using unapproved versions. Okay. So we're getting to that point. We're still evaluating. Okay. We're not quite there yet, Speaker 2 01:05:28 But yeah. Okay. Speaker 2 01:05:38 Am I supposed to cancel this or what am I doing here? Oh, Speaker 1 01:05:40 Update. No, you're good. Speaker 2 01:05:42 It already did it. Oh, it did. Okay, got it. Speaker 1 01:05:45 Yeah. So we have four seats available now. Members is the next place we go, and then what we're going to do is member, and then actually, we'll check something. Oh, so in here, you just put in the email addresses of the two. Speaker 2 01:06:12 I might have messed up because I I realized that now. And. Speaker 1 01:06:21 Then just put your next one. Speaker 3 01:06:22 Oh, Speaker 2 01:06:25 Just another one here. Yeah. Speaker 1 01:06:26 You can put a bunch of. Speaker 2 01:06:28 People at once. Okay. Um, I think we need an X one because I one of them is you guys, which I didn't realize that you're the primary. Um. Okay. So um, it would be Gretchen. Clavichord and then Martinus, Speaker 3 01:06:44 Clavichord. Okay. Okay. Next. Yeah. Oh, it lets you do it from there. Perfect. Okay. Yeah. Hmm. Speaker 1 01:07:10 All right, now it's not going to show members right away because of pending, so they'll be in pending until they accept it. Speaker 2 01:07:17 Got it. Speaker 1 01:07:19 Okay. And eventually, when you get more and more comfortable in Claude, you can move us and and contain it yourself if you want. Some clients are doing that. Some are just like like, hey, we'd rather you stay stay involved. So it's completely up to you. Speaker 1 01:07:40 Sorry, Speaker 2 01:07:40 I I misunderstood. Say that one more time. Speaker 1 01:07:43 Oh, so eventually, if you feel comfortable, once you really get to know Claude and how. Speaker 2 01:07:48 Oh, I see. We just take that off and switch it. I see. Speaker 1 01:07:52 Some clients do, and some clients don't. They would rather sample it. Speaker 2 01:07:56 Yeah. Okay. Speaker 1 01:07:57 So while we did that, just finish up. So. Speaker 1 01:08:09 And then it's telling you some things about. Now I told it not to change anything, just to tell us what's missing. Speaker 2 01:08:22 Your real live data lives in three places. Speaker 2 01:08:34 What does this mean? Clio is actually running your live invoicing. Oh yeah, yeah, yeah. Okay, that is true. The entire view. I'm going to state clinics. Okay. I don't Know. Speaker 2 01:08:55 What the first bullet point means there in the gaps, but okay. Real invoice numbers exist in Clio. Yeah, I don't really care about the invoice numbers. Speaker 1 01:09:05 Matters we so it's telling us that on the matters one, it's a free text field in Airtable rather than a selection, Speaker 2 01:09:16 And so it's saying it's not a distinct entity in my spreadsheet. Yes, Speaker 1 01:09:24 So but they're just your notes. Speaker 2 01:09:27 So yeah, I would need I would either need to do it or or Claude would need to do it. Like where it just it tells Airtable like. This is this says trust admin. This says probate. This is right like a referral fee. Like this, it it has to because right until now I just I put it in parentheses next to it. I'm like, okay, this is a, you know, probate matter. This is a estate planning. Um, insurance commission has no identifiable source at all. Speaker 1 01:09:57 Yeah. Um. So it didn't put anything in there, uh, because it doesn't see that information in the files you reviewed. Speaker 2 01:10:06 No, it's there. It's at the bottom. Speaker 1 01:10:08 Okay, then you might need it. Speaker 2 01:10:10 It's at the bottom of the total. Okay, insurance info is all at the bottom, very bottom of the spreadsheet, and just shows the client and the amount of commission received. Speaker 3 01:10:35 Why? Speaker 2 01:10:44 Also, the only folder, the only spreadsheet relevant in that folder is the one. Oh, I can't remember what it's called now. Hold on, let me just let me just tell it which one it is. Because it's looking at all of these, I don't need it to look at all of these. Speaker 1 01:11:06 You can you can tell it which one to look at, but also if you wanted it to, it can go back and put historic data in there as well, pretty. Speaker 3 01:11:16 Quickly. Speaker 3 01:13:57 Okay. Um, a couple entries heard. Speaker 3 01:15:02 Speak to me. Speak to me. Speak to me. Speaker 2 01:15:29 Um. Speaker 2 01:15:31 Can I show you something? I don't know how to take a Google Doc and put it in here, but that will tell it what my spreadsheet is not going to be able to tell it. Still with me, Christi? Yes. Oh, Christi, Speaker 1 01:15:48 There. Yeah. Hang on. Can you? Speaker 2 01:15:52 Can we? Christi, Speaker 1 01:15:55 Did I lose you? You didn't lose me. Hang on. My thing not working. Speaker 1 01:16:04 I don't know how, but my mic. Speaker 2 01:16:05 There you go. No worries, no worries, no worries. I just want to show you. Oh, shoot! What did I just do here? Did I just? No, no. I'm just trying to find my cloud. Oh, here we go. I see. There's a a Google spreadsheet that we use as a team, and what it's what what's nice about it is it it lists all the active matters. Right, it's not it's not used for payment stuff. It's just list the active matters. But what's nice about it is the first the first tab lists the estate planning matters. The second tab lists the trust administration. These are just active matters, and the third tab lists all of those that are high net worth. So from the first one, we just the ones that are high net worth are in this third tab. So it's like a subset of the first tab. Speaker 3 01:17:01 Got you. Okay. Speaker 2 01:17:02 And so I don't know, you know, the rest of the tabs are irrelevant for our purposes, but the first three tabs of this Google Doc will tell Claude and Airtable which is which. Speaker 1 01:17:15 Yeah. So hang on, let me do this. I'm going to go in here, and I'm going to add fonts. I'm reading. I'm reading this part right here. Speaker 3 01:17:32 Okay. Okay. Within your SharePoint, right? Yeah. It's called Team Documents. That's it. That's that's SharePoint. Speaker 2 01:17:57 Where is it located? I only know to get to it from my desktop, which is where he. If you go to desktop, yeah, there's a link in my desktop. I did that for you. I think it was Moritz, Speaker 3 01:18:12 Or I think it was. Yeah, Moritz. So is it this one. Speaker 2 01:18:19 Uh, no, because that one's looks like it's outdated. Okay, that's the CSR. Speaker 2 01:18:28 Um, I mean, I can show you where it is, not using this, but then that might help you. Speaker 3 01:18:34 Okay. Yeah. So yeah. Speaker 2 01:18:36 Yeah. Let me just show you one right here. I'm gonna get just minimize this for a second. So this is my the SharePoint. Speaker 1 01:18:44 Okay. I'm gonna do something slightly different. Speaker 2 01:18:49 But the CSR that's sitting right there, that's an old copy, and I have no idea. How to get to that Google Doc other than to just I just saved it on my like yeah I'm sorry I'm such a but I but I don't have any clue how to get there. Speaker 1 01:19:05 I'm gonna sync this folder to your computer so that I can find it easy. Okay. And so that's that's easy to do. And then I'm gonna go under here. I'll back up. It I was being. Speaker 3 01:19:20 Impatient. So. Folders, and then and team documents. Oh, it's. Speaker 2 01:19:41 Still syncing. Mine took a really long time to sync because it's a huge file. That may be why it. Speaker 2 01:19:50 But what's weird is I don't. Where is the that one Google Doc? Speaker 1 01:19:56 Where does that live? Um, was the one you were showing me right here? Yeah, where is that? Yeah. So that's that lives in your SharePoint. And so I can see that's in Team Documents. And oh, okay. I'll just go to File and and Out. See this and see if the document and just pull back. Speaker 3 01:20:24 Okay, got it. There we go. And then it's gonna take a minute, but. Wait, I can't remember. Speaker 1 01:20:55 Um, I'm going to go into your Teams folder. Okay. Wait, never mind. You're on. It's not. Um, I'm going to download a copy. Okay, Speaker 2 01:21:06 That makes sense. I just do this here to. Speaker 1 01:21:16 Editing. Speaker 1 01:21:19 See. Oh wait, Microsoft. Sorry, I forgot Microsoft. And I'm just going to say download a copy. It's going to put it to your downloads folder, and we're just downloading one copy. Not ever going to use it again. Speaker 3 01:21:33 Just for. And Downloads, CSR. Speaker 2 01:21:45 All right, and you'll just need to tell it. Just the first three tabs are all that it needs. It doesn't need the other stuff. The other tabs are like irrelevant. Speaker 3 01:21:52 Okay. Speaker 3 01:22:18 My daughter came in, Speaker 1 01:22:18 Said something to me, handed me a box, as she was putting away the grocery subjects. Speaker 3 01:22:24 The box isn't. What she wanted to? You want to ask her? Speaker 1 01:22:32 Yeah. You know, Speaker 3 01:22:35 She's in that door. I don't know what she's like. She's watching Outer Banks. Yeah, Dave. But I don't know what she's watching. Speaker 3 01:22:47 She likes all those dramas. Speaker 1 01:22:48 That we like to watch. Speaker 2 01:22:50 You know, what's funny is my daughter does too. She likes watching like some of the older stuff. It's funny. Speaker 1 01:22:58 It's kind of come back. She was she watched the entire thing of Vampire Diaries. And I was like, oh, that's so seen that in years. Speaker 2 01:23:10 I know. I think she, my daughter. What did she watch recently? She watched the Gilmore Girls. I didn't even watch the Gilmore Girls. Speaker 2 01:23:18 Okay. Speaker 1 01:23:18 Yeah, I didn't. I didn't. I never finished the Vampire Diaries when it was. You know, this late twenties. Speaker 3 01:23:26 Yeah. Speaker 1 01:23:29 I know my friends loved it. I just never. I I watched. I never got into it. Yeah. Yeah, never got into it. So I I have watched most of it with her. Speaker 3 01:23:44 Estate planning. Speaker 2 01:23:53 Uh, yeah. So let me just tell it. The advance tax planning tab is a subset of the first estate planning tab. And its purpose is to highlight those active estate planning clients who are high net worth. This is relevant for Airtable, which which needs to create. Speaker 2 01:24:41 A pie chart showing regular estate plans versus net worth estate. Speaker 3 01:24:52 Plans versus revenue. Speaker 1 01:25:07 While we're waiting on this, something you just said triggered something in me. I think would really be cool. Yeah, because I know about estate planning because for a bit I did leave IT because I got burned out. This was years ago, and I went to go work for an insurance company and did like the health insurance. No, I taught myself all of that. And then when my first daughter came to me because her father passed away, her grandfather was a great guy. Speaker 1 01:25:41 He took the survivor's benefits because he was worried DCFS getting their hands on this first benefits. Yeah, he put it in a trust for both girls, and he was really good at finances. And so she got an understanding of you know finances. And most of my kids that come through, uh, and most kids I see in the system don't know anything about finances. For estate planning inquiries. Speaker 2 01:26:11 Ah, so say that one more time because I'm listening to you. But that last sentence that you just said, I completely spaced out. Say that last sentence again. Speaker 1 01:26:24 Most kids in foster care don't know anything about finances and estate. Speaker 2 01:26:31 Most kids period don't know anything, by the way, about, Finances and estate planning. I will just say I also did not know anything about estate planning until I decided to pursue this. Like it's one of those areas that, for whatever reason, the schools and parents don't don't teach it. Speaker 1 01:26:48 Yeah. My um. So my mom, good old girl from the south country, as I'll get out of farmer, all of that. You know, money got put under your mattress, literally. Oh my. Speaker 2 01:27:03 So. Speaker 1 01:27:05 And that's that's all I knew about budgeting. I taught myself everything. But kids coming through, like the foster parents, are required to teach them budgets and how to handle things. Most do not, because they don't. Speaker 2 01:27:21 Know. I mean, I think you're a hundred percent right. It would be very helpful to, you know, especially when when kids are like entering into. Adulthood, and they don't know anything, Speaker 1 01:27:37 You know. Last last year with taxes, my daughter and other kids that were with us, we sat down and showed them how much I'm making a year and how much goes to taxes, what everything is. Were they like shocked? They're like, Yes! Oh my gosh, half your half your income goes to taxes. You're like, Yes, correct. Yeah. So all my kids here. Currently and in the past, know how much they're reversing, because I don't hide that friendship. Yeah, I share that very freely. I share everything looks like, and if I make them say, "Oh, yeah," you know, I share that with them too. I have foster parents. Like you know what, my kids are going to be in a better position to face the real world than most kids because they understand. Speaker 1 01:28:32 Because I was, yep, I don't know how. I don't know how to do what I'm asking. I don't even know what I'm asking. But that could trigger anything in your mind of how maybe it's helping foster care that way. I know. Speaker 2 01:28:50 I would absolutely love to do that. And I don't know who the powers that be are because I don't know anything about the system. But if I could. Speaker 2 01:29:01 Do that. If I could tell kids, you know, just you know, and parents, like here are the things that you need to know, or and just guide them on this path, I would do that a hundred percent. Speaker 1 01:29:16 I so there's a program called Independent Living. It's ran by DCFs, and they're the team that comes in and works with teens as they are getting ready to graduate high school and go into college. They work with kids to get scholarships and find jobs in the job market, even if they're going to trade school. Oh, great! They, yeah, they have so much stuff that they do. There's even this thing called Deck My Dorm that they started in the last couple of years, where kids come and basically "quote unquote" shop if they're going to college and living in a dorm. So it gives them everything they need. In fact, Dominic was Dominic's my daughter. Dominic, I was. Speaker 1 01:30:00 I had budgeted money for the year, just for her dorm because we knew she was moving into a dorm, and they got her everything she needed except shower sheets. That's the one thing they didn't they didn't have, which shocked me. But they socks, a few other things. They you know, and so I just gave them my budget, the dorm planning, like and you know said here, I'm gonna I'm gonna donate some money to this, but businesses come in and actually purchase. Saving, sheets, all the stuff. Because what happened was the social workers in IOP saw that these kids were going to college, but no one had thought to buy them dorm stuff, and they didn't have anybody. This was for AB twelve or AB five, which is all my kids. And so I can connect you to the lady who runs those, and maybe that's she might know how. Speaker 1 01:30:58 That's that's great. Speaker 2 01:30:59 Yes, that's a great idea. That's such a nice idea. And actually, does anybody send these kids care packages. Speaker 1 01:31:07 Um, they do some things through Deck My Dorm and some of the other stuff that they do to get kids ready for graduating high school. Speaker 2 01:31:17 I just wonder, like, if maybe that's like a thing that churches do, as opposed to like DFS. But I've not ever heard of anybody doing this. Cause like I'll send my kids some care packages from time to you know just get them little they don't really need like it's not like it's anything they need but they're just like little things they're they're you know little knickknacks that they may enjoy or um I just yeah anyway I'm just I don't know that's but yeah if you want to introduce me to the woman who um who heads up that. Speaker 2 01:31:55 Organization, the Decemidorum, and maybe she would know, you know, who who to talk to. But I'm I'm happy to, you know, help with all of that. With the estate planning, the financial side, you know, what they need to know, just like prepare them, prepare them for the real world, not scare them, but like equip them. Speaker 1 01:32:15 Yeah, I do know. I do know. There's several things you could talk to kids at that they do every year. So there's an orientation, and they do they require kids to go to classes. And if you hit all the classes that they require you to attend, you get an extra three thousand dollars in scholarships and is put into your account. Yeah. So Dom just got hers, and she went to everything. Plus, she also got scholarships. So that was the last piece that she needed for all of her college fees. Wow. Speaker 1 01:32:50 So literally last week it got deposited, and she called. She called the financial aid offices. Said, " Here's my last three thousand dollars." Oh my goodness! Oh, that's so awesome! Speaker 2 01:33:02 Yeah, a hundred percent. Like if if it's if if the orientation, um, could use someone with my background. I'm I would be totally open to doing. Speaker 1 01:33:13 That. Yeah, and I run a website too. I've been doing lately because. Dom going to college and me being in the hospital for a little bit for gallstones. Nothing too big. It was just gallstones. Speaker 3 01:33:28 Jump back into it. Yeah. But I will send you that website information because I'm trying to group together like things to the LSU Church. Speaker 2 01:33:36 Good. I love it. I absolutely love it. I think that's great. And and I truly do want to find a way to get in in. In into this world, I I am worried that I don't know what on earth I'm doing or getting myself into. I'm sure there's training, but but to the extent that I can use my own kind of like career and knowledge to help other kids with that, I 100% would do that. I would volunteer for. Speaker 1 01:34:12 That. I I can tell you this is from personal experience. Um, I. I met a lady when I was younger, and I was probably 18 at that time. She was so I had already been adopted, and I looked at her, and she, you know, she similar story to mine. Grew up in the country, ended up in foster care, and she made something of herself. She became a CEO, and I sat there and I looked at her and said, "I knew I wanted foster. I knew that I wanted foster kids and things like that." Speaker 1 01:34:47 And I was like, I can do that. I can become an executive. I can find what I'm good at, and I can make something of myself. And then I can turn around and teach kids how to do so. And that's been—I'm 46 now, and that's been myself since I was 18. And so now I'm a CIO. You know, a job that I love. As as Anzor is, he he's absolutely. Like I do not regret coming to prison because he has made my life possible. But don't tell him, I because that's I will. Speaker 2 01:35:23 Never tell him that. Don't want him to get too like you know too proud of things. Speaker 1 01:35:28 Yes, we need to fit into the office. We don't need a celebrity. That's true. But that's that's the kind of person I became. I saw her, and that's what she did, and then I became that kind of person, and then my daughter see like. For years, she thought she wasn't gonna live past eighteen, and then she moved in with me. She saw that she started the future. She was like, "Oh, I'll, I'll be a chef someday." It's like, "Okay, I need somebody to cook, cook for me because I know how to cook Southern style, but there's a lot of food that's not." Yeah. And all of a sudden, she's like, "I could become a psychologist." I'm like, "Absolutely!" And then everything shifted to, "Oh, I'm going to college, so now I've got a kid to take care of me, and I've got another kid that's gonna, you know, sneak the. Speaker 1 01:36:14 Alcohol into the nursing home when I get old, you know. And I got spares for all of that too. So I'm sad, but yeah. Um. So it's understand. It's now starting to understand. I'm switching back to Claude real quick because I yeah. Speaker 2 01:36:30 I know. I'm looking at this too. Okay. So it's understanding it. Here's the only thing I want to just tell it is that the the advanced tax planning. It it overlaps with 35 currently active, right? Yes. But that does. But the rest of those are going to be on the spreadsheet because they've paid us. So I don't know how to tell it that, right? I'm trying to tell it that all of the ones that are on the advanced planning tab are going to be listed on the spreadsheet. And the main point is that I need here. Let me just speak into it. All of the. Speaker 2 01:37:09 Clients listed in the Advanced Tax Planning tab on the CSR may not be also listed under Active Clients in the Estate Planning tab, but they all are listed in the spreadsheet that we are using to record revenue, and which Airtable will be using together with the CSR. Speaker 2 01:37:40 To create the trackers that we need. I don't know if this any of this makes sense. Speaker 1 01:37:48 Yes, send it. Because if it doesn't, it'll ask you. One of my favorite things. Also, another thing I like to do is I like to tell Claude, ask me questions to help you understand the data. Speaker 2 01:38:04 Hmm. Okay, that's a helpful suggestion. Yeah. Speaker 1 01:38:09 Because sometimes I it'll ask me things I didn't even think of. I was like, Oh yeah, I need just to know this too. Tell it to ignore Cleo for a moment, and we can circle back to that, and then ask it to ask you any more questions that might be unclear. Speaker 2 01:38:34 Do you have any other questions? Speaker 3 01:38:38 That will clarify the task. And. Speaker 2 01:39:02 Now I'm confused. Is it building this, or is it Airtable that's building it? Speaker 1 01:39:09 It's building it through Airtable. Speaker 2 01:39:10 Oh, Quad is using Airtable to build it. Speaker 1 01:39:15 Yes, it's going to build all of this for you in Airtable without you having to. Oh my gosh! Speaker 2 01:39:23 Okay, that's great. Okay, so the there's the first question. Okay, it's just a full historical rebuild or fresh start with older years kept only as read only. Um, I just rather just do the whole thing. I think, yeah. Okay. How should clients multiple invoices be grouped into matters? Does one client get one ongoing estate planning matter for all their EP billing, or so? Yeah, I think that's fine. Some ledger rows aren't client billing at all. Yeah, it's a separate, separate revenue category. Once this is built, how do you want to handle invoices going forward before Cleo is connected? Speaker 1 01:40:11 Um. Speaker 2 01:40:13 No. Okay. Did I press that? Speaker 1 01:40:14 No. No, you're good. You're good. Okay. Um. Because later on, you can tell it, hey, let's let's make this more advanced. Let's get people connected where they can input the data as it comes in. Speaker 2 01:40:25 Oh, I see. Okay. Because I would love for, yeah, I would love. I mean, honestly, it can just pull things. So if it can pull it from Cleo, um, directly, then I don't even need. The only thing I need Karen to do is put like things that aren't going to be on Cleo. So for example, she would need to put in the checks that were paid or the wire. But in terms of like the ACH payments or or maybe she I don't know I don't know how this works I have no idea. Speaker 1 01:40:59 No, you're doing really well. Like you're building what you're doing right now is you're building your. Speaker 2 01:41:03 Own application. Hmm. I guess my question for you is this: We have different different sources, we're different payment methods. So, for example, some of our clients will pay through something called LawPay, and I think it's one of the connectors that you set up for me. So you connected it to Clio, but you also connected LawPay. Speaker 2 01:41:32 Some of some so those will be credit card payments or ACH, but we try to use LawPay over Clio where possible because it's cheaper. They don't the credit card charges are not as high as Clio. Clio kind of takes advantage. It it kind of has a monopoly on your stuff, so it just decided to just keep going up and up with its fees, and it's kind of insane. And so we try to use LawPay because they're not as greedy, but you know Clio also. And then we have the checks, and then we have the wires. And so, I don't know how to feed this in. I don't know if Karen needs to feed it in. If it pulls it directly from emails, if it pulls it from the Cleo, from LawPay, like I don't, I'm not sure how to tell it to pull the information. Speaker 1 01:42:18 So that's where you get to the the fun part. You get to brainstorm with Claude and say, Hey, the information is going to come in from email or come in from Cleo. What's the best way we can get this pushed in? Speaker 2 01:42:31 I see. Okay, and then it'll tell me what it prefers. Speaker 1 01:42:35 Yeah, it will walk you through how to build it out too. Got it. It make it will make your life a lot easier. And one thing I tell everybody is, don't be afraid to talk in your own language because you can ask it to ask you clarifying questions when it's confused. Speaker 1 01:43:00 And as it learns you, it's going to match your tone and your voice, so that you can better understand it. Speaker 2 01:43:06 Okay, I'm just going to ask it. Please keep the commissions of the insurance business separate from the revenue, estate planning, and trust administration. Matters as they are two separate businesses, even though the clients may overlap. Also, in terms of giving you the payment. Speaker 3 01:43:50 Method, you will need for. Speaker 3 01:44:02 Emails, Outlook, Outlook, Clio, LawPay. What is getting? I. Speaker 2 01:44:27 Don't know if it's all clear, but. Hopefully, it'll tell me what it wants to do. Speaker 3 01:44:32 Yeah. Speaker 2 01:44:49 Well, I thought we did the connectors for LawPay and Cleo. Speaker 1 01:44:53 Um, it's not working just yet because I'm still waiting on them to finalize some things. LawPay is a little. Video. I'm still working, so but we are working on. It's just not there yet. Speaker 2 01:45:05 It's not there yet. Okay, so should it so should it just pull it then from my emails? Speaker 1 01:45:10 For right now, let's tell it to pull from the emails. Speaker 2 01:45:12 I see. Okay, the EP income spreadsheet already has this embedded note, so that's already structured, accessible source I can parse today without connecting anything new. I'd use that as a primary source. I'd only fall back to Outlook to resolve a specific ambiguous entry since scanning hundreds of emails. It's slower and less complete than what's already sitting there. That article should maybe be the most authoritative source going forward. Yeah. Speaker 1 01:45:35 So tell it, tell it. Everything comes to your email first, and then you put it in a spreadsheet. Because it's still thinking. Okay. Speaker 2 01:45:43 The spreadsheet is about four months. What is it for? Is is four months? Four months by the end. Finally, thank you. I input everything annually into. Why am I typing? Can I just speak? Spreadsheet. But I am quite behind on this task. What I would want you to do is simply look at the emails in two subfolders. Speaker 2 01:46:26 And no other emails in Outlook. In order to expedite your review, those emails would have all payment information from Clio and LawPay, I believe. Although I'd have to get back to you on the LawPay. It would also have information. About wires and checks, in the form of attachments to the emails themselves, the two subfolders can be found in my Outlook at Klappich Law Outlook. Speaker 3 01:47:23 Titled. Speaker 2 01:47:34 Zero zero three underscore outstanding invoices, and the subfolder under that called checks. Speaker 3 01:47:56 Hmm. Speaker 2 01:48:47 Christi, how long do you think it'll take for the connectors to work for Cleo, and then secondarily, Speaker 1 01:48:53 Yeah. So the not Cleo, but the other one, the log. My mind just blanked out. That one's going to take a little longer. Cleo, there's. I'm working on figuring out how I can make their APIs connect because their APIs are not the easiest to connect. But that one shouldn't take too much. Speaker 3 01:49:18 Uh huh. Okay. Perfect, Christi. Speaker 3 01:50:05 Please move forward with your next step. Speaker 2 01:50:48 So is this just going to be going on in the background, or is this? Yep. Oh, okay. And then it just updates it every so often, and I go to Airtable, and that's where I see it. Speaker 1 01:51:03 And you can see all your stuff. Speaker 2 01:51:07 And then I can manually, manually change things or revise things on Airtable directly. Yes. Okay. Speaker 1 01:51:18 Like a big spreadsheet, or a couple of spreadsheets, Speaker 2 01:51:20 But okay. And when Claude sees that I've made those changes, I'm assuming it doesn't like it; just accepts that is is correct, or how does it? Speaker 1 01:51:28 Yes, it's never going to double check anything unless you tell it to. Oh, okay. But it will put together the. So we got two ways. It can either pull from your Outlook, or we can create forms within Airtable. For your team to, you know, things in your Zoom, the check, or the check. Speaker 3 01:51:51 Does that make sense? Speaker 2 01:51:56 Say that again, Christi. Speaker 1 01:51:57 I'm I'm not following. It it can either pull the information from your email, or or your team members, um, for your staff that actually do the check deposits and receive the mail, they can input the information as well. Speaker 2 01:52:14 I mean, I almost prefer them to just. Pull the emails that way. Don't have to have my staff do anything further. Yeah, you know, and to you know, and and then once it's connected to Cleo and LawPay, it just does that on its own. But the checks and wires would be just easier. I mean, I could put it into a different subfolder for just checks and wires. Um, Speaker 1 01:52:36 And then pull it from the emails that you're getting from the team. Speaker 2 01:52:40 Yeah, or it can just pull it as it comes in. But right now, I'm asking it to just look at those subfolders. I'm not asking it to look in my inbox, just because I'm trying to like make its life a little easier and not have it be so complicated. But yes, yes, I would need to revise that, I guess. Okay, what do I do? Just say yes, and yeah, Speaker 1 01:53:02 Read through the plan. So the plan is right here. Oh, just make sure there's nothing. Yeah, just to make sure everything is good and kosher. Speaker 3 01:53:12 Okay, and then from there, you can tell it to go. Speaker 2 01:53:16 Just leave on a guard. How it reveals the client's voiceprint tracker based on stream real. Speaker 3 01:53:22 Eleven years. We don't need this. I'm not even showing the results. Okay. Speaker 3 01:54:15 Yeah, that's great. Speaker 1 01:54:22 And then, you're ready. Just tell it to start doing. And that part might take a little while. Speaker 2 01:54:28 Yeah. No, that's fine. Um, this all looks good. Um, and I'm ready for you to move forward. The only thing. Missing is. Speaker 3 01:54:48 I don't know a. Speaker 2 01:54:58 Page column perhaps where I can see invoices that were sent but not yet paid and when they. Send so that I can follow. Speaker 3 01:55:18 The points. We want a way to. We want a. Speaker 3 01:55:47 Collection, collection. Um, accelerate. Otherwise, this is ready to go. Okay. All right. I have no idea if it's thinking or what it's doing. Speaker 1 01:56:16 It's thinking, thinking. Okay. Yeah. If this is moving, Speaker 2 01:56:19 You're good. Okay. The uh, the the little teen square was on top of it, so I didn't um, until I moved it over, I didn't see that it was. All right. Well, I'm officially exhausted. My brain is fried, so I may have to let this do its thing and then come back to it in the morning when my brain is fresh and I'm not like exhausted. Speaker 1 01:56:45 No Worries, Speaker 2 01:56:45 And I also have to get the girls. Yeah, I just realized it's seven. Oh my goodness. Um. So what do we? So what? So okay. So let's just say it. It does this thing. Do I just? Do I just let it do its thing? Like shut it down. I mean, I'm not. I want to shut it down, but I like stick it in my briefcase and head home. And is it going to keep working, or is it going to be on sleep mode? Speaker 1 01:57:06 So, give it a few moments. Let it finish working, and then when you see that it stopped working. Then shove it into your back, or shut it down. Shut it into your. Shove it into your back. Speaker 2 01:57:17 Okay, Speaker 1 01:57:17 It will retain the history of what it's doing. Speaker 2 01:57:20 Okay, so just let it kind of finish its thing, and then, no, we need to allow this thing. Speaker 1 01:57:25 Okay, and then and then you're good for the night, and then we'll set up another time. But you're taking to this like fish in the water, so I am not even worried about what you're doing. Speaker 2 01:57:38 Oh, good. I'm so glad. It wants me to keep. To delete records for Clio, yeah, just delete. Speaker 1 01:57:45 Yeah, yeah, we do want it to delete. Speaker 2 01:57:47 Okay, so let me ask you this. I know that you took the day off today, so you're going to probably be inundated tomorrow with a billion things. Um, is there any way that we can just check in on this before the weekend, so that I can then play around with it over the weekend? Speaker 1 01:58:10 Yeah, let me grab my calendar real quick. Okay, because I think tomorrow, I'm tomorrow. I did keep up with some things today, quietly. But tomorrow, I do have an AI training basics, but I don't think anybody signed up for that. Oh, and I have a one - on - one meeting tomorrow. That's it. Speaker 2 01:58:29 Oh, that's great. Speaker 1 01:58:30 Okay, so I do have a twelve o'clock meeting, and other than that, I would say anything anytime after ten. Just send me over what would work for you. Do. Speaker 2 01:58:41 You want to? Do you want to say? I don't know. It's ten o'clock. Okay. Do you want to just lock that in? Yeah. Okay. Yeah. Let me ten. That way, I know it's in the calendar, and I won't schedule anything around it. Speaker 1 01:58:53 Yeah. I want to send that over to you now. Speaker 3 01:58:56 Okay. Awesome. Speaker 1 01:59:01 And then. Okay. And then I'll call you tomorrow. And then. Every every session we're doing, I have transcription turned on, so okay. Not tonight, but later I'll send you over the notes from. Speaker 2 01:59:20 Perfect. No, that's that's really great, and this has been like unbelievably helpful. I don't think I could have done this by myself. There's no way. I could barely do it with your help. So hold up for one second. Speaker 1 01:59:30 I'm gonna. I want you to hit allow for this. Speaker 2 01:59:33 Oh, so it stops asking me for this. Yeah, each one is being is asked. Okay, makes sense. Speaker 3 01:59:38 Yes. Speaker 1 01:59:39 Allow for this task. Yeah, let me because it's going to ask you for create, update, and delete. Speaker 3 01:59:48 And so, Speaker 2 01:59:54 So Christi, let me know when you talk to your friend at the deck, my dorm, or you know whoever it is that you might know at the that helps with orientation. Like, just keep me posted. Let me know if. You know, I can be helpful in any way, and yeah, Speaker 1 02:00:13 Absolutely, yeah. I was gonna reach out. Her name is Jill. She's the one who created Deck My Dorm, but she's also DCFS social worker, things like that. I gotta reach out to her anyways about because I'm gonna have Anzor doesn't know this yet, but I'm gonna have Anzor provide the meals for the parents at the next orientation because I never do that for the parents. Speaker 2 02:00:35 Oh, that's awesome! Speaker 1 02:00:36 I'm gonna sign Anzor up for that because it's usually only like twenty people. Oh, we're there for six hours and oh my gosh, yes, give us because they don't have the funding. Yes, so Anzor is gonna sign up for that. He doesn't know it yet, but but he's been he's been volunteered. Speaker 2 02:00:55 Yeah, um, I I got an email from him like I don't know like two three weeks back that he sold the company. Speaker 1 02:01:02 No. Okay, so what he did, he's stepping back as CEO. Oh, as CEO, I'm staying in my role as CIO. And basically, what's going to happen is he's Anzor's renamed himself Chief Visionary Officer. Okay. You know him. He's he's so charismatic, and he likes getting out, meeting people, Speaker 2 02:01:24 And yeah, Speaker 1 02:01:26 Yeah, does better on the sell side. Yeah, and so. He's gonna continue doing that and just be his amazing self. And Pete taking over the CEO. Speaker 2 02:01:37 Got it. Okay. Okay. I obviously completely misread that. So I I thought he was just like he sold it and then was just kind of like staying on for a little bit to like transition. But obviously not. Speaker 1 02:01:50 The first person I heard. Okay. So no, he will probably reach out to you to see if you would mind having a conversation with him, either by Teams or in person when he's here, because he lives in Vegas. Oh, in the park out in. And then I lost connection to your computer. Oh, and want to connect, and like to you and Joe. Speaker 1 02:02:21 And so, Speaker 2 02:02:22 Great. No, I would love that. Speaker 1 02:02:24 Yeah, with us for over a year and a half now. He's a beast. He's my second favorite. No, that's. Speaker 3 02:02:30 Really awesome. Speaker 1 02:02:33 He's the eye of Anzor's hurricane. He's the eye. He's the eye of Anzor's hurricane. He keeps everything calm. Speaker 2 02:02:42 He just kind of, yeah. Well, you know, sometimes you just need different personalities. They can't all do the same thing, you know. Exactly. Yeah. Speaker 1 02:02:52 So and we grow. We're we're getting so much bigger. Speaker 2 02:02:56 No, it's it's has been the. Speaker 1 02:02:57 Fact that you're doing a good job, Speaker 2 02:02:59 And you know, you guys got to really. I mean, I really like the people on your team, and yeah, God knows how many times I have called feeling panicky or like like I hate. I honestly, I really just technology and I don't get along. You know, I feel like I blow things up. So. You know, sometimes we'll call and I'll be like, I can't get this to work, and I'll be like super frustrated because I have a meeting in like ten minutes, and you guys are always like calm, kind, dealing with everybody's. Yes, Speaker 1 02:03:32 Like no, I mean we have we have a. Speaker 2 02:03:35 Team. Yeah, really good team. Yeah, I mean I really like Emil and Moritz and Vincent's been amazing and. You know, oh, Charlene's great, and now Jason's new, and I mean, everyone has been really, really good. Yeah, great. Okay. Um, I I'm assuming it's just doing its thing, right? Speaker 1 02:03:59 Asking questions anymore because I lost connection. Oh, you did. Okay. Yeah. All right. And um, I got to get the kids over to the house. Speaker 2 02:04:08 Yeah. Go ahead. Do your thing, and I will. Try to finish this up, and then I'll head out the door as well. Yeah, they've been asking for a week now. All right, so I'll I'll talk to um tomorrow. Hopefully, this thing will be done. I'll talk to you tomorrow at ten o'clock. All right, awesome. Thank you so much, Shelley. Thanks, Christi. Okay, take care. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=eb850dbe-2490-40b0-b2fe-3e1828dfca5d&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4OTE1ODY5MCJ9.CgoKBHNuaWQSAjY0EgsIjMzlgqqRyD8QBRoMNDQuMjA3LjcuMTU3KixkVGhnb3FWclQwSDFZK1VUbU40Zlh0WVYySjR1MGNnaGx4SUozQ2VkN05rPTCaATgBQhCiOkIPZBAAICnkhh0KKirUShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.YbnvnBv-DNsgxFf1EBcNzHa1uBvBhIuqVd2juuz9--E&ApiVersion=2.0	Claimed▾	Schedule and conduct next meeting on September 11, 2026 at 10:00 AM to connect Airtable to Claude and begin data migrationNew team members Gretchen and Martinus Clavichord to accept pending invitations to the Claude accountAdd outstanding invoice tracking columns in Airtable to build the collection accelerator feature+8	✓	—▾	—	—	—	—	—	✓
09-11 Consultation: AI Workflow Automation with Claude and WhisperFlow	Date & Time: 2026-09-11 10:13:53 Location: [Insert Location] Customer: [Insert Customer] ## Overview This consultation reviews the progress of a task executed by the AI tool Claude for the client. The client, previously feeling disorganized and overwhelmed by manual tasks, is exploring how AI can streamline their workflow and save time. The discussion centers on understanding Claude’s outputs (“artifacts”) and refining prompts to better handle potential data mismatches. Christi, the consultant, shares her experience becoming more organized and efficient using AI tools like transcribers and WhisperFlow. The goal is to leverage AI to automate tedious tasks, saving significant time daily and weekly. ## Background This is a follow-up session to review the results of a task executed by Claude after a prior discussion on September 10, 2026. The client is learning how to interact with the AI interface, including viewing progress and interpreting “artifacts.” Christi guides the client through the interface and offers tips to improve AI performance, highlighting her journey from disorganization due to heavy workload to high efficiency through AI automation for manual tasks and meeting management, which saved her substantial time. ## Pain Points The client aims to save time on manual, repetitive tasks that contribute to disorganization. While metrics are not detailed here, the core issue is the time drain from tasks that could be automated. Christi’s reflection resonates: she was going in “50 million directions all at once” and was “disorganized, couldn’t keep track of things” due to an overloaded plate. The client seeks to reclaim “15, 20 minutes a day, two, three hours a week, 20 hours a month.” Despite its power, the AI stack can have technical glitches and needs specific instructions. The client experienced an issue where WhisperFlow did not transcribe dictated text, despite appearing to listen. Christi noted it could be a network connection issue or may require reinstallation, indicating friction where unreliable technology undermines time-saving goals. ## Expectations The client expects AI to process data correctly and handle ambiguities intelligently. Specifically, they want Claude to ask for clarification if it encounters a potential mismatch when processing client data, ensuring accurate, reliable output and reducing manual review. Success is measured by the AI proactively flagging uncertain matches rather than making incorrect assumptions. The client also expects to find and enable a specific WhisperFlow feature that mutes the user’s microphone in a Teams meeting while dictating, ensuring privacy. The client called it a favorite feature. Christi could not locate it during the call but will follow up. ## Other Information Summary - Claude’s outputs (“artifacts”) are typically documents but can also be images or web previews. - The client is exploring AI tools including Claude for data processing and WhisperFlow for dictation. - Christi uses a meeting facilitator/copilot tool that can transcribe and organize meeting notes into OneNote. - Christi suggests the client can accept a HIPAA Business Association Agreement for WhisperFlow to ensure strong data protection, even though the client is not HIPAA-aligned. ## To-Do List - [ ] Provide precise prompt wording so Claude asks for clarification on mismatched clients. - [ ] Investigate why WhisperFlow failed to transcribe dictation; determine if reinstallation is needed. - [ ] Locate and share the WhisperFlow “mute mic while dictating” setting. - [ ] Review the “note taker for meetings” feature and report how it works. > **AI Suggestions** > The AI has identified the client’s biggest pain point as the time and mental energy drain from disorganized, manual, and repetitive tasks. Possible solutions: > 1. Develop a phased automation plan: identify the top 3–5 most time-consuming manual tasks; create simple workflows using Claude and WhisperFlow; provide step-by-step guides or templates for independent use. > 2. Create a “Best Practices” document for effective Claude prompts, including examples for handling ambiguity, formatting requests, and defining desired output structures to minimize errors and rework. > 3. Schedule a dedicated WhisperFlow troubleshooting session (network vs. software). Configure the microphone mute feature and other settings to improve user experience. > 4. Introduce a simple task management/organizational tool that integrates with current systems to capture, organize, and track tasks being automated, providing immediate relief and a clear path forward.	Sep 11, 2026	Speaker 1 00:00:51 Hi, Holly. Speaker 2 00:00:59 Oh no, it's it's no. I was talking to one of my kiddos, so yeah. Good. Yeah, we we we're talking baby shower stuff because tomorrow is her baby shower. Yeah. Speaker 2 00:01:24 She's excited. Yeah, she's a good. She's she's so sweet. I love I love having her here. She's been fantastic. I am logging into your computer, but I'm relogging in because my computer had to reboot last night, and so it. I have not logged. I was in meetings today, but not in that meeting. Speaker 1 00:01:44 Not. Speaker 2 00:01:58 How did it go last night after we got done talking? Speaker 1 00:02:02 Okay. Yeah. Speaker 1 00:02:31 Yeah. Yeah. Speaker 2 00:02:56 Yeah. Speaker 2 00:02:58 I'm I'm looking at I wanted to see the progress. So what I did was I closed out. You you know how that document was here on the side, ah, that's called an artifact. So just a heads up for you, that's a term you'll hear every now and then. So just so that you're aware, let me move my mouse so you can have access back. So I oh, gotcha. Okay. No worries. Yes, and so, yeah, and so I wanted to do that so I could see the progress because if it's so right here, it was like this. So it shows your outputs, your context, all of that. Your outputs are your artifacts. But what I did was I expanded progress right here, which is the the top. Although it's not. Let me click. I don't know why. But if you can click on progress for me. Speaker 2 00:03:56 It'll show all the steps, and then that's all the steps that it's taking, and then so sorry, my my headset started doing this jittery thing and threw me off for a moment. So with the progress, it allows me to like. Like when I'm watching something that's taking a long time, I'll click on the progress here, and then I can see what where it's at in what it's outlined for us that it needs to do, and then that gives me a better idea of where everything looks. And so it looks like it was. Speaker 1 00:05:16 No worries. No worries. Um. Yes. Mhm. Speaker 2 00:05:25 Yes. So these are your artifacts, and you can actually click on them, and it opens up the artifact here, and. In the context of Claude, artifacts are just documents. Most of the time, they're just documents. Ninety percent of the time. Now, sometimes it could be an image. Sometimes it could be like if you're doing, if you're building out something and you want to see it, it'll put it in like a website form and open it up in Edge or Chrome for you. That's also an artifact. So anything that's an output, not just Word documents and Excel documents. So. Speaker 2 00:06:47 I'm gonna take my mouse over to another screen real quick. Respond to someone. Speaker 1 00:07:52 Yes. Speaker 2 00:09:00 Um. Let me let me go back and have it tell it to ask you for clarification on any clients that it's unsure of. Speaker 1 00:09:13 Yeah. Speaker 2 00:09:52 Yes. Um. Actually, say put in there just a little. This is what I would do. Uh, put in there that if it feels like a client may be mismatched, sometimes you got to spell it out a little deeper. Speaker 2 00:10:51 Oh , Just a heads up. I turned on Facilitator just because I wanted to use Copilot for something, and so it's on in the meeting. But just so that you're aware, Facilitator. I'll explain that in a moment. I just, just in case you saw it pop up, I just wanted to. Give you a hint. Speaker 2 00:11:40 To have it, if it if it's if it questions any of the clients, as far as like I don't know how to word it well, but if it has any questions about clients that may be matching or mis or could be a mismatch, to ask you to clarify that client. Speaker 2 00:12:16 It Does. It does. It's been a long. Sorry, my headsets started falling off me. It's it's been around a lot longer than people understand, but the concept of what it can do now versus what it could do two years ago has been hugely eye opening. Yeah. Yes, and it's it is it's gotten to be fantastic, but it's also gotten to where it's saving time, because you remember when you first met me, I was going 50 million directions all at once, and I I was disorganized, couldn't keep track of things just because I had a lot on my plate, and. Speaker 2 00:13:08 The person I am now, everything's organized. My meetings are transcribed and filed into my OneNote much better than me trying to do it personally. Like, it has opened up a lot of time for me. Speaker 1 00:13:18 Yeah. Speaker 2 00:13:37 Yes. You know, there's a question I didn't ask you because you had already clarified your the answer to me. But the question I ask other clients when I jump in with them is, what what would make your life better if you could save some time? What are those easy things? And you had already given it to me. And yeah, it's it's things like this that are saving 15, 20 minutes a day, two, three hours a week, 20 hours a month, whatever. Speaker 2 00:14:08 Like, I'm getting more and more organized because of it. Because a lot of a lot of our stuff is manual tasks that we just don't like doing. Well, most of us don't like. I've met people who actually would prefer that part and not meeting with clients. Speaker 1 00:14:25 So it's okay. Speaker 2 00:16:29 This is where Whisper Flow comes in handy. Yeah. And by the way, if you're in a Teams meeting and you're using Whisper Flow to dictate to something else, it will mute your mic in the meeting. So if there's anything private, you say people in the meeting won't hear it. Speaker 1 00:16:47 Correct. It's one of my favorite features. Okay. Speaker 2 00:17:41 I was, but I know why I was hearing it. Hang on one second. Um, let me fix that real quick because I just realized I have it set to mute. You do not. Also, this note taker for meetings. I'm actually going to check that out later and tell you how it works. But settings. Into settings. There we go. Oh. Speaker 2 00:18:13 Hang on one second. Let me click on settings real quick. Okay, there we go. And then microphone. Yep. What's. Speaker 1 00:18:24 This one? Speaker 2 00:18:33 There's an option in here that's supposed to mute you, and I gotta remember where it is. Speaker 2 00:18:42 Oh, I also will tell it to press enter when I'm doing things. So, yeah, it helps. Patient, where did it go? There is an option to mute your mic. Let me see if I can find it in mine real quick. No, I just looked in there. Oh. Speaker 2 00:19:13 Oh, here it is! I found it. I scrolled too fast. Hold mute music while dictating. Oh wait, that's not the one I was seeing. Speaker 1 00:19:26 Reader mode. Speaker 2 00:19:37 I have mine set to mute, and I did it somewhere in here. Speaker 2 00:19:42 Oh, by the way, with WhisperFlow, let me show you this real quick. You can't do note taking, but in WhisperFlow, if the new notetaker won't work, but you can view and accept the HIPAA Business Association Agreement for yourself, which is—I know you're not HIPAA aligned, but HIPAA aligned is pretty strong for protecting your data. Speaker 2 00:20:13 So, um, but I'm still looking for the mute option. I should talk. Hands. It is in here somewhere because I just showed it someone a week ago. Okay, I will find it and tell you where it is because I I don't want to waste too much time on it. But I know it's in here somewhere. But I did hear you that time. It might be it might be that I always make sure I'm muted on my meeting too. But I know I know there's a feature in there because they were they were pushing it for everybody. Speaker 2 00:21:20 All right, is that everything you wanted to say to Claude? Sorry. Oh, okay. That's weird because I saw it typing. All right, I saw it listening. Speaker 1 00:21:56 Oh. Speaker 2 00:22:09 We might need to reinstall it. Um, I've heard, yeah, and it could be network connection because I will get that anytime my network connection slow, but. Speaker 2 00:22:55 Oh, for the artifact, you right here. Yep, Speaker 1 00:22:59 Hit that X button. Yeah.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=a27bfa60-e972-4dde-a3a2-cd97198381e7&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4OTE1ODQ5NCJ9.CgoKBHNuaWQSAjY0EgsInL2Xs5uRyD8QBRoOMzIuMTk2LjI0My4yMTQqLDBTWndsazZkRFFoSFNIL0NjTURTT1lSaGUvc2ZqWDYrMXRqTWlYYnlHdVk9MJoBOAFCEKI6Qd94sAAgKeSKmUsQFwpKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.4i7zjHJhL4zPa7q4usttfM-3pIATHCshZjXe-7dc53U&ApiVersion=2.0	Claimed▾	Craft and provide precise prompt wording so Claude asks for clarification when it encounters mismatched client dataInvestigate WhisperFlow transcription failure and determine whether reinstallation or network fix is neededReview the meeting note-taker copilot feature and report to client on how it works+1	✓	—▾	—	—	—	—	—	✓
09-11 Meeting: Internal Staffing Risks at Sharp, Service Ticket Review, and AI Project Updates	> Meeting Information > Date: 2026-09-11 09:00:20 > Location: [Insert Location] > Participants: [Christi] [Speaker 1] --- ## Meeting Notes ### Internal Staffing and Legal Issues at Sharp - Christi reported that a company named Sharp has a high turnover rate of nearly 50%. - Some employees are allegedly being hired with the intent to identify issues and initiate lawsuits against the company. - The legal team is developing a confidential application to help identify individuals with such intentions. ### Review of a Service Ticket - A discussion covered a printer setup ticket submitted by a charting manager working in their office. - The employee submitted the ticket and then went on PTO. - A technician resolved the issue the same day, discovering the user was not connected to Wi-Fi. - The technician reconnected the device, confirmed printing functionality, and sent a follow-up email. - The employee did not respond until the morning of September 9, stating she was back from PTO; the issue was then resolved within minutes. ### AI Project Updates - Kotzen/Coatsen: - The client is satisfied with the training provided and has requested more advanced sessions. - Christi has scheduled additional sessions covering topics such as Copilot Studio. - Clappage: - Christi is teaching Talia from Clappage to build her own app using Airtable and Claude. - The app aims to consolidate payment information from various sources, moving away from spreadsheets. - They are meeting today (September 11, 2026) at 10 a.m. to continue this work. - Westfin: - Christi is collaborating with Evan on the final component of the Westfin project. - Evan is building his own app within the Microsoft tenancy. - Avalon: - Avalon wants to discuss connecting a software/hardware called "Jimbo 9000" to Claude. - They have not yet signed the quote for the "Jimbo" project. - Discussions about staff training are covered under their existing agreement. - Barker and Carney: - AI work is pending Barker’s transition and a decision from Carney, expected around September 23. ### Training Challenges with Jeff - A client training session involving Jeff and Jason encountered difficulties. - The client (Jeff) changed the agenda that Christi had prepared. - During the prompt engineering training, Jeff stopped the session, stating he did not understand and found it "acronym-heavy." - When Christi simplified the content, other staff members lost interest because it was too basic for them. - Jeff also could not access Claude for free because he had not accepted the invitation. - Due to ongoing difficulties and miscommunications with Jeff, Christi now prefers to communicate with Jason. --- ## Next Arrangements - [ ] Christi to meet with Talia from Clappage at 10 a.m. on September 11, 2026, to continue app development. - [ ] Christi to follow up on the status of the "Jimbo 9000" quote/contract with Avalon and schedule a discussion on integrating "Jimbo 9000" with Claude. - [ ] Christi to review and document the printer setup service ticket lifecycle (submission, PTO timing, technician actions, resolution, and follow-up) and confirm any process improvements or communications needed. - [ ] Track AI work dependencies with Barker and Carney; await Carney’s decision around September 23 and align next steps post-Barker transition. - [ ] Coordinate advanced training for Kotzen/Coatsen, including Copilot Studio sessions. - [ ] Support Evan’s final component for the Westfin project and validate app deployment within Microsoft tenancy. - [ ] Establish a dual-track training plan for Jeff’s team: one simplified track for Jeff and an advanced track for other staff; ensure Jeff accepts the Claude invitation and confirm access prior to sessions. - [ ] [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. The client Avalon has expressed interest in the "Jimbo 9000" project but has not signed the contract. This poses a risk of project delay or cancellation. > 2. The training project with Jeff and Jason is stalled due to a significant gap in understanding between Jeff and his staff, leading to ineffective sessions. A clear strategy is needed to address the different knowledge levels.	Sep 11, 2026	Speaker 1 00:03:06 嗯。 Speaker 2 00:03:40 Oh, good morning. Sorry, I had you behind some other windows. I'm good. Yeah, I went to Urgent Care yesterday. Found out that my implant was being rejected by my body. Went to the dentist. They removed it, and I feel much, much better. Yeah. Who knew that an implant would cause all those issues? I just got to put it in last week. Speaker 2 00:04:13 Good Morning. How are you? My lamp got knocked over by a cat. Speaker 1 00:04:24 Randomly. Speaker 1 00:04:41 Yeah. Yeah. Let me find it. I. Speaker 1 00:05:14 Yeah. Speaker 2 00:05:32 Yeah. Part of it is, and I've had this conversation with Paulo multiple times. They have a high turnover rate, and people. People, so this got this next part has to stay between you and me, which I know it will. People within are looking, are coming to work for Sharp, with the intent of finding things that are wrong and then suing them. And so we are actually working with with the legal team on an app that no one can know about other than us and like Robert and Gaston can't even know about this. Speaker 2 00:06:12 To help weed out people that are intentionally doing that. Plus, they have a almost fifty percent turnover rate. I'm pulling up the system to see. Speaker 1 00:06:25 Yeah. Speaker 1 00:06:53 Yeah, Speaker 2 00:07:05 Yeah, I am going. I'm. Excuse you. You just turned off my light. I guess it was annoying him. Um, let me dig into it because I don't know this person, and they didn't put a comment. So. Speaker 1 00:07:28 Trying to pull it up right now. Speaker 2 00:07:45 It was a printer setup, and she works in our office. She was on PTO. Speaker 2 00:07:59 And he reached out to her fairly often, Speaker 1 00:08:08 Almost daily. Speaker 2 00:08:16 So yeah, I'll find I'll find out. Speaker 2 00:08:26 Looks like she put it in and went on PTO, and then came back. So it was open for a while. But yes, I will find out. Speaker 1 00:08:56 And he got it taken care of that day. Speaker 2 00:09:16 And he reached out to her the next morning. She put it in. Speaker 2 00:09:32 He reached out to her. She did not respond until 9:01, and then said she was gone on PTO. Yep. She's a charting manager, so she works in the hallway near us. Speaker 1 00:10:06 No, that is kind of weird. Speaker 2 00:10:15 Yeah, same day. Uh, so he had 9:09. At 9:30 a.m., called user remoted in in to check issue. The person wasn't connected to the Wi-Fi. Reconnected the device. Had her print and. She confirmed the document printed, and then he drafted and sent the email to her. It looks like she sent him an email on at 9:30 on the ninth, saying "I'm back," and then he logged in and took care of it almost immediately, like within minutes. That's happened before. Yeah. Speaker 1 00:11:03 It's fine. Speaker 2 00:11:04 Yeah, yeah. I hope because she didn't put a comment either. No, and she reports to up through Darva. Speaker 1 00:11:19 Yeah. Okay. Speaker 2 00:11:33 Yeah, I finished all the updates, but I haven't looked at it since I finished it earlier in the week. What. Speaker 1 00:11:43 Would you say. Speaker 2 00:11:47 Oh, well, I'm I'm running at a Gig down. Because I speed tested right before this meeting because I was checking some things and I'm like, oh, yeah. I put in I put in some new stuff into my apartment like a load bearing switch and stuff like that. So, Speaker 1 00:12:19 Um, Speaker 2 00:12:27 So yeah, so I updated. On Monday, right after we talked, the documents, but I haven't looked at it again since then. So I probably should go back and look at it. And then had a really great conversation with Kotzen or Coatsen. I keep mispronouncing it. They're gonna they're gonna complain to you soon about just mispronouncing the name of the company. So they are they are happy with the training that was provided. They want to have more training. Speaker 2 00:12:60 So, and I told him, hey, I don't mind doing it because I'm working on prepping to do some more advanced stuff, and they want more advanced training. So I was prepping to do some things with Copilot Studio and a few things like that. I'm looking at my notes. Yep, he asked for it. So, and they also, yeah. So, um. So he he asked for all that. He gave me some dates and times. I went ahead and scheduled it with them. Talia with Clappage is. I taught her how to build her own app yesterday. So we're going to be meeting today to continue going over that, and then she wants to go ahead and start working on a little bit ahead of schedule, giving other people access to Copilot and Claude. So so we did that last night, and we've got a call at 10 a.m. Speaker 2 00:13:55 To finish going through all of that, and so she's she's essentially building out her own system that shows her who's paying, because they take payments in multiple ways. So she needed a way to collect all that information to make it much easier. Because right now they're just putting it in spreadsheets. So I walked her through how to build that system out with Claude yesterday, and it's not a homegrown system like what we did with Westwood. I gave her some. System. I gave her some options that are SOC 2, and so I told her about Airtable and a few others, and she chose Airtable. And so she's building out that app with Claude and getting the data all put in. So we worked on that until seven o'clock last night because she was one meeting I didn't want to miss yesterday, and so I had already scheduled with her from five to six last night, and we kept talking until seven. And then Evan from. Speaker 2 00:14:52 Westfin was my he's that's that final piece of the Westfin project. So he and I are working closely. He's building his own app. We put it on the Microsoft Tenancy because of all the stuff he wants to do, and we felt like that was going to be a better mix. So he's actually building and vibe coding, which is good. I'm I'm very impressed with how quickly he picked up. He's the director of something or another. And he's picking up really quickly, so that's really good. And then with all of that, we did also meet with Avalon this week. They want to talk about Jimbo. They haven't signed the contract yet, or signed their quote yet for Jimbo. Jimbo. It is a software, hardware, something that's called Jimbo 9000. Speaker 2 00:15:51 And they want to connect it to Claude. However, they haven't signed that quote yet. So, I. Speaker 1 00:16:00 Okay. Yeah, Speaker 2 00:16:10 Gotcha. Good to know because I did talk to them about training their staff and what problems they're trying to solve. So. That's under the existing one that they signed already, and so that one's we're good on that. And then, so that's all I have on AI until Barker and Carney. Barker gets done with their transition, and then Carney decides, which I think is going to happen on the twenty third. Okay. Yes, Speaker 1 00:16:45 Jason or Jeff. Okay. Speaker 1 00:16:52 Okay. Okay. Speaker 2 00:18:29 Yeah, we actually had some issues with him. Both Jason and I did, because they I wrote the agenda for them and I sent it over to them back in April, May, and they changed it. And I said, okay, not a problem. And so went by their agenda, and then he stopped me in the middle of the training and said, I don't understand this. And so we backtracked and went more basic. And then his some of his staff that was in another room got bored and just stopped paying attention. And then he's like, " I don't think we can continue this training until more of us get more of a basic understanding of AI." Which kind of shocked me. And so I asked Jason, " Okay, what do we need to change up about this?" And he was like, " Jeff. Speaker 1 00:19:21 Yeah." Speaker 1 00:19:31 Uh huh. Speaker 2 00:19:31 And so that's why I've been getting really annoyed with this project because they're the one who set the agenda and the training items and got me the information I needed to run the training. And then he stopped me in the middle of the training and said, " Hey, I don't understand this. I need you to spell it out better for me." And so I went back to even more basics, and that's when the rest of his staff lost their attention. And so Jason and I had a conversation. I said, "Hey, the people that were in this room, they weren't paying attention at all." And he's like, "Yeah, because it's it was too basic for them." I said, "I agree." And he said, "But Jeff doesn't understand AI." He's like, "Okay." So he was trying to get Jeff brought up to speed. And so I sent some more training stuff. Speaker 1 00:20:57 Yeah. Ah. Ah. Speaker 1 00:21:29 Yeah. Speaker 2 00:21:41 Yeah. I and I will be honest with him. I I've seen this issue plenty of times with Jeff, and that's why I only talk with Jason anymore. Because I go because with Jeff it goes back and forth, and it's like, well, I said this, and then it was like, no, I didn't say this. So I actually started working with Jeff Moore just to get the understanding. Let me pull up the. Speaker 1 00:22:06 Yeah. Speaker 1 00:22:33 Yeah. Yeah. Speaker 2 00:22:37 Yes, and it was supposed to be a three - day training, by the way. And you and I, it was supposed to be a three - day training with the first day being the basics and the foundation. Speaker 2 00:22:59 Let me. I'm pulling up the transcript to see if I can find what he said. I'm gonna search for now. I know it was on June 27th or July 27th. Speaker 1 00:23:37 Yeah. Yeah. Yeah. Speaker 1 00:24:21 Yeah, and this is the same. Yeah, Speaker 2 00:24:36 Yeah. Because we're I'm reading through it now. We're talking about model inbreeding, and Jeff goes say that again, and I said model collapse is the technical term. Where they were relying on Reddit for conversational learning, and so we talked. We were going in depth on that, and that came from their own people. And then, and then we talked through how to make it more polite. That was actually from Jeff's wife. How do you make it more polite? Mine's still thinking. Yours is still thinking. Mine's not very polite. It's just very dry. Speaker 2 00:25:15 And then we talked about because what were using as an example is this was prompt engineering. That's what the first day was was prompt engineering. So that I mean that is basic. And then we had everybody running through. And then so it was basic intentionally. Speaker 2 00:25:51 He asked why Claude was prompting him to pay for a subscription when he expected free access. He said, "Why was Claude prompting him to pay for a subscription when he expected free access?" That was because he never he never accepted the invite that we sent him. And then he said he couldn't follow along, and asked me to slow down and explain it without jumping into another acronym-heavy example. Speaker 2 00:26:23 Is that we were moving too fast through? Hang on one. Speaker 1 00:26:36 Second. The screen froze for a second. Find that again. Speaker 2 00:26:46 Logitech mice scrolls irritate me. Speaker 2 00:27:08 Come On, and then someone else. There was a lot of people going through. Um, because we were, I mean, basically everything we were going through that day was prompt engineering. Speaker 2 00:27:26 He did say it was acronym heavy. Speaker 1 00:27:37 Yeah. He, yeah. Speaker 2 00:28:48 I'm confused on what you're talking about. Oh, you want. Speaker 1 00:28:53 Yeah. Yes. Okay. Speaker 1 00:29:21 Okay. Yeah. Just all right. Speaker 1 00:29:56 Yeah. I. Speaker 2 00:30:21 Do, but not right now. I do, but not right now. Speaker 1 00:30:52 Okay. Speaker 2 00:31:05 It is, but nobody else ever wants to do it. So I just take on the things that people don't want to do. Speaker 1 00:31:16 Yeah. Speaker 1 00:31:32 Yeah, I know. Okay, I'll talk to you later. Speaker 2 00:31:42 You too. Speaker 1 00:31:43 Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=90645704-14ce-4daa-a7cd-1916f3be2bdd&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4OTE1ODUzMCJ9.CgoKBHNuaWQSAjY0EgsIlvy8jp6RyD8QBRoKMy4yMzYuMjIuNCosaFVnVHNhUXgrUlVZcmVUSndFcG16a2tMaCtpZnY3TUN5UHpKTklQYStRYz0wmgE4AUIQojpB6GNAACAeI-QDnL9o0UoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.aiQ2O8iGF3GB3WEk6LU_UR3jfuI9-0_Phhwmfe_qyIQ&ApiVersion=2.0	Claimed▾	Meet with Talia from Clappage at 10 a.m. today to continue Airtable and Claude app developmentFollow up on Jimbo 9000 quote signature status with Avalon and schedule integration discussionSupport Evan on final component of Westfin project and validate app deployment within Microsoft tenancy+3	✓	—▾	—	—	—	—	—	✓
09-11 AI-Powered Workflow Optimization and Tool Integration	 Christi provides a detailed coaching session to a user on leveraging advanced AI tools to enhance personal and professional productivity. The discussion covers Christi's custom-built AI operating system, a comparative analysis of transcription tools like Plaud and WhisperFlow, an upgrade of the user's Claude account to Premium, and the establishment of a recurring meeting schedule to facilitate ongoing training and system implementation. ------------ ## Technical Troubleshooting and Initial Setup The session began with resolving technical difficulties after the user disconnected from the call. Christi initially surmised the disconnection was related to the user moving, and upon reconnection, she noted that the remote access to the user's computer was operating very slowly. The root cause was identified as a weak Wi-Fi signal, as the user had moved further away from their router to escape loud construction noise. During this troubleshooting phase, Christi also clarified that an active `Plaud Note` transcription instance was hers, not the user's. She offered to provide tips on Wi-Fi optimization at a later date. ------------ ## Demonstration of an Advanced AI-Powered Operating System Christi showcased her sophisticated, custom-built personal operating system, a project developed over the course of a year. This system serves as a front-end interface for her Airtable database, providing more granular control and a centralized dashboard that integrates disparate data sources. It pulls information from multiple Outlook accounts (one for each client), task lists, and items awaiting approval into a single, unified view. A core component of the system is a network of 54 autonomous AI "agents" or "minions" operating within Claude. Each agent is programmed with a unique personality and a specific task. Examples include: - **April**: A "faux" assistant modeled after a real-life colleague, who now manages the Filipino team. - **Hugo**: A personification of their boss, "Anzor," designed to evaluate new ideas against set criteria and prevent impulsive project diversions. - **Tribal Knowledge Agent**: A specialized agent dedicated to capturing and databasing "tribal knowledge"—anecdotal details like client birthdays, drink preferences, or other personal information shared in casual conversations. The user expressed immense enthusiasm for the system's ability to consolidate a complex professional life into a single dashboard, which allows for high-level summaries with the ability to "click to get more granular" for detailed information, presenting a powerful alternative to handwritten lists. ------------ ## Addressing Email Overload with AI Solutions The conversation shifted to the user's significant struggle with email overload, a problem that persists despite having an executive assistant who color-codes messages (e.g., "for information only," "urgent"). The user described experiencing "massive anxiety" from their inbox, which has led them to work primarily out of curated search folders. Christi shared that she has developed an AI tool, currently in beta, designed to alleviate this exact issue by automatically categorizing emails, creating follow-up tasks, and drafting replies in the user's specific tone. This tool is ready for personal Outlook and Google accounts but is awaiting Microsoft certification for business account deployment. Christi also noted her own AI agents autonomously scan her inbox, filing communications and extracting valuable "tribal knowledge." The user recognized that a similar AI email management solution would be a "lifesaver" for her colleague, Ariana, who is also inundated with emails and lacks an executive assistant. ------------ ## Exploring AI Tools for Transcription and Meeting Capture Christi provided a comparative overview of various AI tools designed for meeting transcription and information capture. She introduced **Plaud**, a HIPAA and SOC 2 compliant physical device she uses, highlighting its different versions: - **Plaud Note**: The standard model she has used for two years, effective even in noisy environments. - **Plaud Pro**: A newer version with a wider microphone pickup range. - **Plaud Note Pin**: A wearable option for contexts like college lectures. - **Plaud One**: An upcoming earbud-based product that will resolve the current hardware limitation of not being able to record while wearing headphones. She contrasted Plaud with **WhisperFlow**, which she prefers over the native iPhone dictation for its custom dictionary feature, though she noted the cumbersome extra step now required by iOS. The discussion also covered the **Microsoft Copilot** "facilitator" feature in Teams, which provides live transcription and meeting recaps. Christi explained that she typically starts transcription for most meetings but only records if a client specifically requests it, emphasizing the legal requirement in California to inform all parties of any recording or transcription. ------------ ## Account Upgrade and Task Execution in Claude During the session, the user's Claude account reached 90% of its session limit, prompting an immediate upgrade to prevent service interruption. Christi guided the user through the billing portal to add a Premium license, transitioning the account from Standard. Although the upgrade was successful, the usage limit flag did not disappear immediately. Christi also explained the platform's user interface cues: a "gray blinking" icon indicates the AI is processing, a "hand raised" icon signals a need for user input, and a blue icon signifies a completed task. She clarified that the "compacting conversation" notice is a normal process where the AI compresses the chat history, similar to a zip file, to save space. Following this, the user began the work of providing detailed, context-specific clarifications to the AI, which was processing a large financial data task involving clients like Susan Kaplan, Matthew Onion, and Bruce Isaacson. ------------ ## Action Items **@Christi** - [ ] Provide pointers on Wi-Fi optimization to the user - [TBD] - [ ] Conduct a training class for the user and their staff to demonstrate Microsoft Copilot features - [TBD] - [ ] Include Karen Guerieri on calendar meeting invites - [TBD] - [ ] Set up a recurring meeting series for Mondays and Wednesdays at 5:00 PM, running through the end of October - [TBD] - [ ] Coach the user on setting up AI agents in Claude and integrating email automation into Airtable during recurring meetings - [TBD] **@Speaker 3** - [ ] Send an email to Christi authorizing the activation of Microsoft Copilot for Ariana - [TBD] - [ ] Implement scheduled AI agents to connect incoming email sources (e.g., Clio) directly to Airtable for automated processing - [TBD] - [ ] Enable "Start transcription" (Facilitator) in Microsoft Teams meetings to utilize Copilot for automated meeting capture and recaps - [TBD] - [ ] Provide specific, context-based answers to the AI’s data queries regarding financial entries for clients - [TBD]	Sep 11, 2026	Speaker 1 00:02:21 Hey Talley. Speaker 2 00:02:21 Um, I don't see you in the call anymore. Yeah, I got disconnected. So I was just I I know you said you're moving, so it looks like you disconnected, and I'm just waiting on you to reconnect. Yeah, nice. Speaker 2 00:02:51 Yeah, I just I knew you said you were moving, and so I figured that was part of you moving. No worries. All right, it is calling you right now. Okay. Speaker 2 00:03:22 Weird. Uh, let me let me take over your machine for a second. Thank you. Oh, Speaker 3 00:03:29 There you are. Oh, okay, good. Thanks. Speaker 2 00:03:32 I'll just hang up this. Uh, could it be that your internet um got some slow internet going on. Speaker 3 00:03:40 It's possible. I don't know how I would check, but I guess it's possible. Okay. Speaker 2 00:03:49 Um, let me check something on your computer while. While Claudia's going, just because I want to see. Oh, and you turned on Plaud Note. Is that your Plaud Note or my Plaud Note? Oh no, that's my Plaud Note. Yours is not on. Oh, okay. Um, let me. Oh, there it is. My screen is going very, very slow with your computer, but that's okay. Um, Speaker 3 00:04:18 Who do you? Oh, sorry, Tali. Yep, Speaker 4 00:04:21 Tali. All right, so I'm gonna back over here. Speaker 2 00:04:31 Oh, your computer is uh, it's playing jokes on me. All right, Speaker 1 00:04:41 I'm just gonna pull this up. Speaker 2 00:05:01 Yeah , I mean it's it's it's slow, but not anything overly concerning. Hmm. Um. Oh, you're you're a little farther away from your Wi - Fi. That's probably why it's just a little little slower, but not too bad. Speaker 3 00:05:21 It's a little slower. Okay. Yeah. Yeah, they're doing the construction right. Where the Wi - Fi is, so the closer I am to it, the louder it is. Speaker 2 00:05:31 Got you. Okay, that makes a lot of sense. Later on, we can talk about Wi - Fi, and I can give you some pointers that might actually help. Speaker 3 00:05:38 I'm assuming you're at home. Yes. Speaker 2 00:05:40 Yes. Okay. I will tell you what I switched over and started using, and it has made a world of difference. Speaker 3 00:05:49 So, okay, that would be amazing. Speaker 2 00:05:52 Yeah. All right, so it's compacting the conversation for now, which is not unusual, and it is processing everything. So this is going to take a moment. Would you would would you like to see some things I'm creating with Claude that might might trigger some ideas with you on future things you can do? Yes. No, Speaker 3 00:06:19 No, no. A hundred percent. That sounds okay. Great. Speaker 2 00:06:23 Good. I'm going to switch your screen over to another screen of mine, so that I can, because I want to put you on my main screen, so or not my main, my side screen, because so you can see it better. Speaker 4 00:06:38 And then let me pull. Speaker 2 00:06:53 So one of the things I'm doing is I'm creating an operating system of sorts, and so I'm going to show you what an artifact looks like, not in cloud, but this what I'm building right here. So this the way it's going to look when it's done, but this because everything of mine was on Airtable, and so this my entire Airtable. But I'm making a front-facing system to it, so that I can. I like. I I like the interface Airtable has, but. I need more granularity with it, and I've been using Airtable for over a year. Oh wow! Yeah. So this is taking some stale data that I have. This is not my current data because this is like, this. Oh my goodness! Yeah, Speaker 3 00:07:38 That's so cool. Speaker 2 00:07:40 So this is a this was from about a month or two ago, or September third, and so it gives me wear maps for the day. And it's taking all my outlooks because I've got multiple outlooks. I've got an outlook for each client that I work with, so that they I have their email address. My task list is right there. Things that are waiting on my approval or waiting for me to push, like this one right here. You know, I oh my goodness, Speaker 3 00:08:08 That is unbelievably cool. Speaker 2 00:08:10 Yes, and then so I. I created agents within Claude, and agents are like little AI minions, is what I call them, that have personalities that have a specific task assigned to them. And I have 54 of them, and so this is my agents and what they've been working on, so that I can see. And they run autonomously. And so April, right here, because you know, I within the office, I had an assistant, April, who's still with us. She was my assistant, and now she's the manager over our Filipino team. Yes. So, and I'll be honest, I didn't need her anymore because I built out a faux April. Speaker 1 00:08:50 So this is April. Speaker 2 00:08:51 Yes. Yes. And so this is all the stuff my agents have been working on that day, and then so my open loops that are in my email, and everything that's working on. So this is actually a mockup of what it's going to look like. And I'm trying to get rid of the screen. Back to Canvas. This my task list and what it looks like, and which of you know what client it belongs under, things like that. And then my agent queue. So this what my agents are working on, and if they're waiting for a decision from me, what it is waiting for me. Okay. And like I said, this where my life has gotten much better. Speaker 2 00:09:35 Oh my gosh, Speaker 3 00:09:36 That is like just beyond. How do I just, how do I do something like that? Speaker 2 00:09:41 So this took a year to develop for me. I'll be honest. No. But this is what I've built into it. So as I'm going through everything, as I'm doing my first steps, is exactly what I'm walking you through today. That was my original first steps. So, and you're, and like I said, you're you're jumping into it like fish in water. I'm pretty amazed at how well you've jumped into this. So just be aware. Oh really? Speaker 3 00:10:09 Oh that's so nice. I actually feel, I truly feel like I am not, you know, like I'm just like so technologically challenged. So that's very nice. Speaker 2 00:10:19 No, it's it's true because I I have I had a guy tell my boss Pete yesterday that he found my training to not be advanced enough, but in the training in question. I was like, he's the one who made me stop and ask questions, and so sometimes I have the most basic of training, and sometimes I get to have fun. Like, this has been amazing for me working with you. Speaker 3 00:10:43 So, so great, so cool. Okay, I am like, I'm like jealous. That is so, in the best way. Like, that is so cool. That's what I'm feeling. Organizing your whole life on one dashboard where you can just click to get more granular, but otherwise it's like summarizing. All of these key things that are con like I have so many handwritten lists and lists and lists and lists and it's just like, wow, Speaker 2 00:11:12 Wow. Okay, this is this is how long it's taking me to get there, and I've built this in between being a mom and all the other stuff I've had going on and all the work I've done for Anzor. So, I will probably get you there faster, but. I also want to make sure that you know you you like what you're seeing and you're going through, which I think you did. Speaker 3 00:11:37 Oh my gosh, I I would love that. Yeah, whatever that is, like like package it and like yes, I would absolutely. I mean, obviously our tasks are different, but yeah, to have it like so cleanly organized like that is is really helpful because like my inbox is out of like even though I have an executive assistant, yeah. And she color codes all of my. I mean, I wanted to show you. This is like it. It causes me like it's just never ending. So like, like look at this. Like I can sit down for two seconds and she'll she'll color code things for me. So you see, like we've got like for information only and for you know, yeah. But it's um, I have to tell her to take all the for information onlys at this point, and just um. Speaker 2 00:12:28 I will stick it. Speaker 3 00:12:29 In a folder. I can't take it. It's like I have so many emails. It's like never ending. Look at this. It just keeps going, and and even though it's color coded, and so I can see. Oh, okay, that's. I like I can go down here, you know how we did our like. I'll show you in a sec. Like so, for example, I can look at the urgent matters, right? That she has in red for me. Um, so you know, for today it's this one thing and. And maybe that's what I ought to do, and not look at my inbox anymore. Because I look at my inbox, and it just creates like massive anxiety. I just should I should just live over here in my search folders at this point. Speaker 2 00:13:08 I feel you. I actually have created something. It's not. It's still in beta, but I have created something very similar to that for people, because I'm gonna pull up your screen again. Yeah. Because I have. I I hear the same thing from people. And this is what I've created. It's not where you put it on your email just yet. Yeah, but I created this for people to do exactly the same. Where it's it will go through, it'll categorize based off of your rules. It'll create follow ups for you. It will reply to messages in your tone and your words. Speaker 2 00:13:52 And so I built that. It's you can't do it in in business accounts yet within Microsoft. I'm waiting on Microsoft certification for that. Microsoft has got to certify it. Speaker 4 00:14:04 Okay. Speaker 2 00:14:06 But you can do it in Google, and you can do it in personal Outlook accounts. So Outlook. Speaker 3 00:14:11 Com accounts. Got it. So it's almost there for the business client. Yes, Speaker 2 00:14:17 But not quite. Okay. So. And then I'm gonna. This is this is my backup solution if Anzor ever fires me, Speaker 3 00:14:26 Which he won't. Yeah, I know. Speaker 2 00:14:28 No, he he won't. No. So I feel you on that because trust me, it's just it's a lot. Speaker 3 00:14:38 It's a lot. It's just so much. I mean, this is maybe responds. This is internal and external reviews. These are flagged. These are urgent. Then I have fee agreements. I mean, I've tried to separate it out. You know, for the so for the things that are most important, I think probably what I should do is have her to to probably add one here for the the for information only. Yeah. Just so I could just stick it in there and look at it later. Speaker 2 00:15:16 You know, one of the things that my agents do is it scans my inbox, and it files away. What is it called when, let's say, you know something and you've worked at it for many, many years, but you don't know how to explain to someone how you know everything about a client? Speaker 3 00:15:35 Yeah, like institutional memory. Speaker 2 00:15:39 Yeah. Yes. So. I actually have an agent. Its sole job is to capture tribal knowledge and put it in my database. Speaker 4 00:15:46 Oh my gosh! Speaker 2 00:15:49 So, like, if I hear somebody say, " Well, their birthday is October seventh," it's going to file that away. Or, like, like let's say I'm in a meeting with you and Joe, and we're just chit - chatting before the meeting actually starts, and it's just the three of us, and we're waiting for people to come in, and we're talking about our favorite drinks. It files that away. Speaker 3 00:16:13 That's so cool. So then you can see. Oh, Joe likes to drink scotch, but he doesn't drink anything else. Speaker 2 00:16:19 Exactly. Yeah. And so I've used that to actually send bottles of whiskey to a couple clients that I knew would like it. Speaker 4 00:16:28 Oh, Speaker 3 00:16:29 That's really cool. Speaker 2 00:16:31 Yeah. Speaker 3 00:16:32 So what does he want to do here? You can spot check in Airtable. That was delivery small. Okay. Okay. All right. Well, looks like it's ready to go. Speaker 2 00:16:46 Yeah. All you have to do is say go for it. Speaker 3 00:16:51 Sounds great. Go for it. All right. Hopefully, it understands what I mean by that. Speaker 2 00:16:56 Also, with your agents, when I get you to that point, you can build in personalities. I have an agent called Hugo that is the personification of. Speaker 4 00:17:07 Anzor. Really. Speaker 2 00:17:10 Yes, Speaker 3 00:17:11 And he knows about it. Oh my gosh! How do you? What do you tell it? Speaker 2 00:17:15 That it's a sweet, lovable teddy bear, but Russian at the same time. It's literally just written in his. Speaker 3 00:17:24 So funny. So like on occasion abrasive, but otherwise sweet. Yes. Yes. Speaker 4 00:17:32 A little curt. Yeah. Speaker 2 00:17:34 Yes. So it's what he does. Its sole job is to take ideas that I have and evaluate them on certain factors, so that I don't go all ADHD and run off on another project without getting a touch. Speaker 3 00:17:46 So you can literally train your. Okay, I'm Christi. I'm like having a. This is like I'm like I feel like all you know, like a kid in a candy store, and you're just like I don't know where to start. Oh, that candy looks good. That candy. Yeah, that's really cool. Very, very, Speaker 4 00:18:07 Very cool. Ah, well, I guess gotta. Speaker 3 00:18:17 Wait till it runs this thing. And we have no idea how long it might take, Speaker 2 00:18:22 Right? No, it might take a while. I'll be honest. Um, and this is where I start working on other things. Speaker 3 00:18:32 Okay. I mean, honestly, that's totally fine. I don't want to waste your time, but at the same time, if it spits something out, I'm like, I don't know what to do with this thing. Speaker 2 00:18:42 So, you've actually got good instincts. Let me talk you through a few things real quick that might help. So, it's great at multitasking. So you can open a new chat, and you'll see this one's working still, and you'll see it flash the gray. When it's done, it'll show blue. If it's waiting to ask you something, it might have this hand raised right here. So I'll have five different chat windows open at once. Oh, Speaker 3 00:19:07 How do you do that? Speaker 2 00:19:09 You just do this. You click right here on new. Speaker 3 00:19:12 Just open up the next one. Oh, and then okay. So let's just say I do new, like a new thing. And where do I see the old one? Right here. How do I know it's? Sorry, I'm not seeing your mouse. Where are you? Speaker 2 00:19:25 Um, under chats and tasks. Yep. Speaker 3 00:19:29 Oh, got it, got it, got it. Yes. Oh, so if it's gray, it means it's working, or like it's because right now it's gray, but like blinking. Speaker 1 00:19:37 Yes. Okay. And then when it needs me, what does it do? It has a hand. Speaker 2 00:19:42 It has that hand raise, where it says test transcript. Speaker 3 00:19:45 You see the hand raise? Uh, no, no, no. Oh, yes, yes, yes. I see that. Right. Speaker 2 00:19:51 So and then if it's blue, it means it's done. Speaker 3 00:19:53 It's blue. It's done. Okay. And. I didn't even know this needed my help or something. I think I'm, I think I'm done with this. No. Speaker 2 00:20:04 Yeah, you can just say something else, click something else, and just say I'm done. Oh, right about that. Yeah. Where is it? You see where it says yes, right there. Type that. Oh shoot. No, you're good. Speaker 3 00:20:20 Oh, and is that okay? Speaker 2 00:20:22 Okay. Yes, and then just say I'm done, and that's and then that's all it needs to. Speaker 2 00:20:28 Okay, Speaker 3 00:20:29 Okay, that's good. So then the the hand goes away. Speaker 2 00:20:33 Okay, and then it's the gray circle means that you've already read it, and so you're done with it. Speaker 4 00:20:42 Okay, Speaker 3 00:20:44 Okay, yeah. So then this one here is 2026 EP income file. This is, I think, where we started doing some of this work, maybe, but. Should I keep this or do I? Speaker 2 00:20:59 You can you can ignore it for now because I I think we're done. Speaker 3 00:21:03 So yeah, I'm almost wondering if it's just delete it because it's I don't know what it is. Speaker 2 00:21:08 If you don't know what something is, oh my God, what happened? You're good. So I'm just gonna click on chats and tasks again. It just hides. Speaker 3 00:21:16 I'm like, do not delete my Airtable project. Okay, you're all good. Gave me a heart attack. Okay, all right, got it. And then I think the test transcript thing I can also get rid of. It's yes. It was just a a test that we did to. Yeah. I I think we were trying to connect it to um. We were trying to connect it to the uh Zoom to the Zoom transcripts and so but we figured it out. Okay. Speaker 2 00:21:43 Okay. You do you remember how I say you might need to go to premium. Speaker 3 00:21:46 Yeah. Is it saying I need to go to premium? Speaker 2 00:21:50 So you see where it says you've used ninety percent of your session limit right here? Speaker 3 00:21:55 Oh yeah, yeah, yeah, yeah. All right, let's go to premium. Yeah. Anyway, I want to do all of these other things that you're, you know, your tantalizing, you know, offer to show me how to do these things. I think I'm going to need premium. Yeah. Speaker 2 00:22:08 Yeah. So I'm gonna what I'm gonna do is I'm going into billing real quick. Actually, no, let me go into members first, and then I'm gonna look and see if we already have. No, we don't. So I'm gonna go into billing. Sorry, that was a little confusing. Um. So what I'm gonna do is I'm gonna add another seat. And I'm going to say add or change seats, and then wait for it to pop up. Got it. Want to pop up? Oh, let me try that again. Add or change seats. There we go. Okay, and then I'm going to add one premium license. Speaker 3 00:22:39 Okay, and then do we need to remove my standard or just yes? Um. Oh, I see. Speaker 2 00:22:45 Okay. Yep. And so once it gets done figuring that, I'm going to say next, and then I'm going to confirm it. Yes, and purchase. Okay, and then I'm going to change you to premium under members. Speaker 2 00:23:02 Okay, I do like this new purple screen that it has now. Speaker 3 00:23:07 I know it's actually really soothing. Yeah, it's kind of like a really calming color. Speaker 2 00:23:14 Yes, that's a new one that they just did. Okay, so I'm going to go to standard here. Oops, standard and premium seats. Speaker 2 00:23:24 And then it's updating you right now, and then you should be good. Speaker 3 00:23:28 So now, if I go back to our project, it should. Speaker 2 00:23:33 Yeah. So up here at the top, where it says back to app, it's not letting me click. So. Speaker 3 00:23:38 Oh, you know why? It's because this our Teams meeting square is right there on my end. Oh. Hold on. Let me just move it over, and you'll be able to see. There we go. Speaker 2 00:23:48 Yeah, and then just say back to app. Right there on top. Speaker 3 00:23:55 Oh, back to app. Speaker 2 00:23:55 Yeah. Yeah. And then, okay. So now, click on Manage Usage for me real quick. It's this button right here. Speaker 3 00:24:06 Oh, Manage Usage. Yeah, got it. Speaker 2 00:24:08 Yeah. Okay. So we didn't turn on Usage Credits, but we're gonna go back to app real quick. I'm gonna check something else really quick for you. Oops. Go to Settings. Regular settings, and then I'm going to go to usage here. All right, so we're good here. So I just wanted to make sure that it did, it really did update you, and it did. It just didn't get rid of that flag. Speaker 4 00:24:34 Okay, Speaker 2 00:24:36 You're good. Got it. All right. Speaker 3 00:24:39 Okay, it says it's blue. Does that mean that it's done? Yes. Oh my goodness! So that was a lot quicker than we thought. Yeah. It's it's still showing this thing, but I'm going to get out of it, assuming that we're okay. Speaker 2 00:24:53 We are okay. It might take a minute for it to update, possible. Speaker 4 00:24:57 Okay. So, what now? It's I don't see that it's asking me anything, but it also. Speaker 3 00:25:06 Says. Oh, is it still flashing? Speaker 2 00:25:09 No, it says it's done. Uh, here's what it says right here. So. It's just asking you to answer. Speaker 3 00:25:19 But I already answered it. No. Oh no, maybe new. Oh no, I didn't answer this as a new one. Okay. Susan Kaplan. Speaker 4 00:27:19 I remember the other son's name. Who's name? Also separate audience. Let me just see what else he wants. That was Matthew Onion. Okay, two negative. Neither side occurred. Bruce Isaacson. Speaker 4 00:27:54 Anything in negative is a refund to a client or the payment to Christi sends. She usually sends a referral fee to me, but in this case, I sent you. Speaker 4 00:28:32 To her because the court sent me the check because she owed me money on the Bruce Isaacson matter. I just deducted what she owed me from the shoe. Speaker 4 00:29:02 I sent to her. Sorry for. Oh, for the lecturers, two entries are better. They just sent one check to cover both bills, and I was. Too busy to create the two entries, one for each invoice. Link Road is not a referral fee; are actual client. Harvey Newman is the business. Speaker 4 00:30:01 Manager Dave Bos, and sometimes I will put the referral source in parentheses next to the client they referred, to remind myself who it was that made initial referral. Speaker 4 00:30:31 Oh my, Steve Lindsey, Trust Admin is a separate mother for Steve's mom when she died. Then later, Steve and Stephanie. See, okay, there. Oh yes, Steve. Oh my gosh, this is so long. Okay, I'm almost done. Oh, yeah. No, related to each other. Related. Michelle Henderson and Monti Henderson are different numbers. Okay, I hope I captured everything. Speaker 1 00:31:47 Oh, there it is. Speaker 2 00:32:28 Okay, so while you're we're waiting on that, the note taker in WhisperFlow. Once we get it working on your computer, yeah, I'm. I just started using it on this call only because I wanted to see, and I actually like this. Now I use Plaud. Did I ever tell you about Plaud. Speaker 1 00:32:47 No. Okay, Speaker 2 00:32:49 So Plaud is also HIPAA, SOC two compliant. All of that. Okay. It is a device that I have on my phone, but also on. On my computer that auto transcribes all of my meetings, and then I just store them into my OneNote, and that's where all the tribal knowledge and everything is captured. So, WhisperFlow, yeah, WhisperFlow does the same, but I can also chat with it at the same time, which is kind of cool. Speaker 3 00:33:21 Huh? Okay, so we need to figure out what's going on with it and why it's not, yeah, why it's just doing that spinny thing and not actually summarizing or not transcribing. But once we do that, it might actually be able to actually transcribe different meetings. And and these are meetings, Christi, that you have, like whether it's on Zoom or whether it's on Teams or like as long as it's going through the computer, it's transcribing it. Yeah. Wow. Speaker 2 00:33:51 And so my Plaud automatically does that, but I have Plaud as the physical device because when I take phone calls on my cell phone, I use it. Right. Just so because I I'll get a call on a Sunday morning from one of my one of my clients, and they'll throw 15 things at me that's on their mind on a Sunday morning. And oh gosh, Speaker 3 00:34:11 You're not writing it down. You're just okay. So you're just relying, and it's called Plaud. How do you spell that? Speaker 2 00:34:17 Here, let me show it to you real quick. Speaker 4 00:34:19 Okay. Speaker 2 00:34:27 So this is the company. Speaker 3 00:34:28 Oh God! Okay, sounds like Plaud, Speaker 2 00:34:31 Which is like I know. Yeah, and so for Plaud, it we can install it on your computer, but the products I want to show you. So I have the Plaud note right here because mine's like two years old, but the Pro is what I'm I'm hearing a lot of really good feedback on, and I may get that soon because the Pro it does attach to the back of your phone, but. At the same time, it picks up from a wider range. And the Plaud note, I don't remember. Is your offices in downtown LA. Speaker 3 00:35:06 No, Sherman Oaks. Speaker 2 00:35:09 Sherman Oaks. Okay. So in downtown LA, the Citizens Bank Tower. There's a restaurant there. It's an an Italian restaurant. Anzor likes to go to. I like to go to, but it's usually really noisy. And so when we take clients there, I'll record there, and it picks up everything perfectly. And that's just on the regular note. That's not the pro, and I hear the pro does even better. Speaker 3 00:35:31 So, wow, are they both? They both stick to the back of your phone. Speaker 2 00:35:35 Yeah, and then this other one, the note pin, that you can wear on your wrist, or or around your neck, or as a pin. And I've thought about getting that one for my daughter because she has ADHD as well, and yeah, for her use with her lectures at college. Speaker 3 00:35:56 Oh my gosh, that's very very cool. So it's basically like Whisper, except it's also like the thing with Whisper is it's really it's good on my phone, but they've unfortunately because of iPhone doing anti like trying to ruin everybody's life, yeah. Um, they've changed Whisper where now it just doesn't click. Like it has to do this weird thing where yes. You know what I mean? I don't know if you've seen it, but like on your iPhone, it now has to go through this extra step, which is an annoying step. Which I know they've done on purpose to like annoy people with with Whisper, so that they can not, so Whisper can suffer. Speaker 2 00:36:32 Yeah, I actually like Whisper Flow better than the dictation on an iPhone, and I will go through that extra step just because. Yes, I have my dictionary created, so it knows that my friend Mark has a C in his name and not a K. Speaker 3 00:36:48 Yeah, my only my only issue recently with that is that like once it goes over into whisper mode, yeah, then when when I am just typing the, it's the typing is like the autocorrect is gone, so it just the typing is really bad, like really really bad. Speaker 2 00:37:06 Yeah, and you have to switch that keyboard. Speaker 3 00:37:09 How do you do that? Do you do do? Because I I'm sort of sometimes just stuck on this keyboard. It's really weird. So down, like if I, yeah, Speaker 2 00:37:18 On the keyboard itself. Yeah, there's a little circle, looks like a world at bottom left. I click on that to get to the other keyboard. Speaker 3 00:37:29 So it'll move me back. I'll do my thing, and then I press on this to go back to the. Oh, got it, got it, got it, and that is what moves it back to the iPhone. Okay. Yes. Great. Yeah. Speaker 2 00:37:44 Perfect. Yeah, I can't live without my Whisper Flow, especially when I'm dictating in the car. But it drives me crazy that I have to switch back and forth. Speaker 4 00:37:53 Hmm. Okay. No, that's great. Speaker 2 00:37:58 Yeah. But Plaud is really good. It does like if you're on your phone, not using a headset, it will pick up the phone call without it being on speaker. But it doesn't have the ability to do anything with headphones, which understandably, because it has hardware limitations. Speaker 3 00:38:16 Oh yes, so if you're wearing your AirPods or whatever, it's not going to be able to pick it up. Speaker 2 00:38:23 Yes. However, there is a. They are building a new device. It's coming out soon. It is called the Plaud One, which I definitely want. I'm trying to get it. But the Plaud One is headphones. Trying to see if I can pull it up. There we go. Uh, so it's earbuds, Speaker 3 00:38:46 The Plaud one. Speaker 4 00:38:48 Oh, Speaker 3 00:38:49 So so if you use those, then you it just it does dictate. So you would for any meeting that you would have with a client, you would use those specific AirPods. Speaker 2 00:39:00 Yes, and it's not dictation; it's just a meeting or lecture capture. So it records the. A phone call or the meeting that you're in, and then creates a transcript from it. Speaker 3 00:39:12 Are you required to ask the person? Because I know in California with recording, they always say you have, you know, you need permission. So you'd have to say, is it okay if we record this? Speaker 2 00:39:22 Yes, and that's why when we first started this meeting, I said, hey, just heads up, I put on facilitator. That's what I was talking about, and facilitator also transcribes. Speaker 3 00:39:35 So. Sorry, can you hear all of that clanging? By the way, okay, good. I just wanted to make sure because I have a client meeting in an hour, and I'm like, if they keep clanging like this and they can hear it, I'm going to be embarrassed. So you can't hear any of this. Speaker 2 00:39:50 I can't hear any of it. Speaker 3 00:39:52 Oh, thank goodness. Okay. Um. Okay. So, interesting. Okay. So if you just say facilitator, I don't even know what the facilitator was, Speaker 2 00:40:01 But so facilitator is also a really cool tool. Um. I'm going to open up this meeting. So transcription started. So that's the note taker showing that you that the transcription is started. Now what Plaud and WhisperFlow does is it reminds you to tell the other person that hey you're recording. So you do have to tell them, or you're you're supposed to tell them. Yes. But often on meetings, I will put up which is right here. You see this little. Speaker 2 00:40:32 Transcript and started automatically. That's facilitator, and so if we go into chat, um, it will. It'll facilitator. She takes notes for us and does little things like that, and then you can go into Copilot here because we turn on Copilot for you, right? And then you can ask questions of the meeting, and so. I'm gonna say recap the meeting so far, and it's going to because you have we have transcription going. Um, it'll give you a recap. So not everybody in your organization has it because we only turn Copilot on for you, but this is part of the Microsoft Copilot feature. So, Speaker 3 00:41:22 Can we also turn Copilot on for Ariana? Speaker 2 00:41:25 Yeah, you just send me an email. Let me know to turn it on for because I have to have it in writing so I can. Tell the team. Yes, yes, yes. Um. So, and I do still need to do the class with you guys for uh for Copilot to show you all the features in Copilot. Speaker 3 00:41:42 Yes, exactly. And honestly, they need just they're going to need to have the basic Plaud too. But yes. Um. Yeah. Speaker 2 00:41:49 Just. So, just a heads up, you guys are using two AI tools, Copilot and Claude. I will be honest. I Anzor has three of them for us. I don't use ChatGPT anymore. I on the platform for it for me. I use it in training only, but everything I do is either in Copilot or it's in Claude because I like how they both work with each other. Speaker 3 00:42:14 Okay, that sounds great. And I know that ChatGPT and Claude go back and forth in terms of what people recommend. They're like, oh, now ChatGPT is better than Claude, and then oh, now Claude. So I'm I'm it's like sort of neck and neck at a horse race. I'm I'm assuming they're both fine. Speaker 2 00:42:30 Yes, they're both fine. It's just I just don't find myself using ChatGPT anymore because I everything else I too many tools. Speaker 3 00:42:39 Yeah, it's too much after well, and they're doing the same things, and so it's it's overlap. Yeah. Speaker 2 00:42:44 Yes. So I will pick Copilot and Claude against each other, but at the same time, it's it's handy to use them both just because in on my computer. Yeah, Copilot does the facilitator in my meetings, and that way, if like I get ADHD and you know I I see somebody drive by in an interesting car when I'm in the Pasadena office, I catch up on what I miss. Speaker 3 00:43:14 Yeah, yeah, yeah, yeah. That makes a lot of sense. Um, oh, that's great. I didn't realize that Copilot was a lot was doing that. So, like for example, I can. Do the I can start the recording and it'll be right up here where my mouse is, right? I'll just click on that. Speaker 2 00:43:29 Well, so what I do is I click on More right here, and then okay, I tell it to record and transcribe. I just tell it to start transcription. Oh, Speaker 3 00:43:40 Search. Okay. Speaker 2 00:43:41 Yeah. I don't always use recording unless a client tells me, Hey, we want we want a recording of the meeting, and then I'll do recording. Speaker 3 00:43:47 I see. Okay, but you just automatically start the transcription for sure. Speaker 2 00:43:53 Yeah, with most of my meetings, Speaker 3 00:43:54 I will automatically start record and transcribe. Okay, I've never done that yet, so I'm gonna try it. Speaker 2 00:44:01 Yeah, and since I already started, it's there. But when I'm building out meetings, I will add it. When I set up a meeting for the first time, I'll go back into meeting options and I'll tell it to turn on facilitator. Speaker 3 00:44:15 Automatically does it. Okay. Yeah. Okay. So where are we with our friend? Oh, he has questions. Speaker 2 00:44:24 Tell it to allow for this tax. Yeah, and then I think next week is going to be a little weird because I'm working with a gentleman on creating an application similar to you, but. I've got some meetings where I'm going to be at client sites, and okay, a couple two - hour meetings throughout the week. Um, what I want to do Wednesday, I'm open. What is this? Oh, Pete sent that. Um, Wednesday, I'm open pretty much all day except for 1: 30 and. Speaker 3 00:45:13 10 a. m. Oh, okay, that would be great. Yeah. Um. Let me just look at my. Speaker 4 00:45:20 Calendar. Hold on a sec. I don't. I just go to Wednesday. What is it doing? Oh my goodness! What on earth? Yeah. There you. Speaker 3 00:45:48 Okay, let's see what on earth is going on here. Hold for Siri. Oh my gosh! It looks like this whole window of time in the middle here is open. I don't know if that works for you. Speaker 2 00:46:06 Let's do two o'clock, Speaker 3 00:46:07 Two to three. Two to three. Okay, perfect. Let's do that. And just send. CC Karen on on the invite, and she'll put it on there for me. Speaker 2 00:46:18 Okay, is Karen is it Karen at? Speaker 3 00:46:21 Yeah, it's Karen at Flavich Law. Okay, Karen, Guer Guerieri. Yeah, Guerieri. I see. It's an Italian name, but I always butcher it. But yeah, I think it's Guer Guer Guerieri. Speaker 2 00:46:34 Okay, I'm going to show you something real quick in on this, just because I'm so. Okay. So I've been doing all my meeting requests through Microsoft Teams. Rather than doing it through Outlook, just because when it's when I'm in here doing it through Teams, it automatically adds a Teams meeting, and then I tell it to turn it on, and I have the options set there. And then there, I can go in and just hit send, and then I'll go back and add things as we go. So, okay. Speaker 2 00:47:12 Okay, Speaker 3 00:47:12 So so in terms of our Wednesday meeting, what do you think would be the most effective use of that hour for given what you know about you know what I'm hoping to do? Speaker 2 00:47:24 I think honestly, let's take a look at your Airtable, see how well it's gone. Okay, and then at the same time, let's let's start you on getting agents set up within your Claude. And that's going to actually be more of me teaching you rather than you setting it up the first time, just so that I can work with you on it, get you a good understanding. And then from agents, you can start setting up the part where it's a scheduled, you know, upload to Airtable from your email type option. Speaker 3 00:47:59 Oh wait, walk me through that again. Oh, email yes yes yes emails are coming from Ronda or whatever from Clio, and then just immediately how do I connect it to Airtable? Speaker 2 00:48:08 Yes, and so we'll make scheduled agents for that. Speaker 3 00:48:10 Oh good. Okay, wow. Okay, that sounds great. Um. Okay, I think that'll fill an hour at least. So that's that's great. Yes. Um. And then do you? Um. I know you're super busy with everything that you're juggling, including your daughter's shower tomorrow. Um. Do you do you think it might make sense for us to just because otherwise I'm worried that you know we're we're both so busy that just even getting something scheduled is a challenge. Is there a way for maybe us at least while we're getting our team set up like initially and launched on this thing to just maybe have a standing meeting where we can like then that way I know it's like always there. Speaker 3 00:48:54 At least preliminarily, so that I can work on getting all of our stuff up and launched, and then, and then to the extent that like we need to have time for Ariana to get up to speed on Copilot, like she and I can use that same time slot. You know what I mean? Speaker 2 00:49:10 Yes. So that would be great. Do you want to do once a week or twice a week. Speaker 3 00:49:13 Can we do twice a week for now until I'm like feeling a little bit more confident, and then yeah. Speaker 2 00:49:20 Yeah. How do you feel about? Doing it two o'clock on Mondays and Wednesdays because those timeframes are usually not captured by somebody. Speaker 3 00:49:29 I think that should work. The only question is what's coming up because okay, I usually it's so packed. So Tuesdays and Fridays are usually quieter days for me because I work at home, and then Mondays and Wednesdays and Thursdays can be somewhat hairy. So my suspicion is I probably have. That my Mondays and Wednesdays booked out for a while, although we did have that space for this upcoming Wednesday. So, I think it's going to be a little hit or miss. Speaker 2 00:49:59 What about because Monday evenings and Wednesday evening or Monday? Yeah, no, Monday evenings and Tuesday evenings are a little bit hairy for me, just because I accepted something earlier today to do on Tuesday evenings with my girls. Ah, okay, got it. But we could do we could do 5 p. m. on Mondays, if you want to do that. Oh, Speaker 3 00:50:18 Yeah. Yes, actually, 5 p. m. on Mondays I know are always open because she's. I I tell her not to book me past four because it's just that I just have too many back - to - back meetings and I'm just exhausted by that point. So that would be fantastic. Speaker 2 00:50:34 Could you do Monday and Wednesdays at 5 p. Speaker 3 00:50:36 M.? Yeah, Mondays and Wednesdays at five is perfect. Speaker 2 00:50:40 So what I'll do is I'll set it up for the next four weeks. Speaker 3 00:50:43 Okay, that's great. Speaker 2 00:50:46 We may need to move some around when Angie has her baby because. Yep, Speaker 3 00:50:50 Totally fine, totally fine. Just let me know, and we can just, you know, we'll just look at the calendar and figure out what works. Speaker 2 00:50:56 Yeah. So let me set it on. Oh, wait, not one. Let me set it up to reoccur, and then. Speaker 3 00:51:02 And then, do you want to skip the two p. m. on Wednesday, and we'll just do five? I know you already sent out the invite, Speaker 2 00:51:09 But yeah. I can pull. Okay. And then we should be there. And then I'll let it go until not March 2027. Let's go until the end of October. Speaker 3 00:51:20 Okay, that sounds great. And then you know, I'm hoping that if you and I are like diligently moving forward on these projects, that you know, in no time, you know, I'll be better, and I'm going to do all the various things on my end that I need to do to get up to speed. And my hope is that like Ariana is probably the one person that I want. To be able to do things like, but but then I can teach her, you know. Then I can show her what I'm doing, and you know I can't I can't set up like an Airtable for her, but I don't think she needs that. I think she's really gonna need just, yes. I don't know, you know. She might need. She might need. She's actually so amazing, and I love her. Yeah. And you know everybody has strengths and weaknesses. Her strengths are she's just like such hard worker, and her work product's amazing, and she's great with clients, and she's great with the staff. Speaker 3 00:52:15 Her weakness might be like not getting back to clients, like to emails, yeah, as quickly as she probably ought to, because she's just so inundated. So maybe like having an agent, and she doesn't have an executive assistant the way I do, and I'm still inundated, you know. So maybe having an agent for her to handle her emails will be like a lifesaver for her. Speaker 2 00:52:35 And that that would be ideal, because I have that same problem. I don't get back to people as quickly as I should, yeah, and I have to use AI to help me. Speaker 3 00:52:44 And I think for her that would be like almost like the Airtable with the with the with the revenue recording tracker thing. For me is like a lifesaver. Like for her that would be a lifesaver. Yeah. Um. So okay. So I think that would be like you asked. Like what would her goal be? I'm like that would be her number one goal is help with emails, emails, emails, emails all day long. Speaker 1 00:53:03 Yes. Yeah. Speaker 3 00:53:05 Um. Okay. Um. All right. Well, it it seems like this is just. Plugging away. I don't know what compacting our conversation means, but I don't know what it's doing. Speaker 2 00:53:16 The compacting will happen every now and then, just because of it. It runs. It has so much space, and then it compacts it to save space so that you can keep talking, Speaker 3 00:53:29 Like a zip file. Basically, it's just like compressing it. Yes. Okay, that makes sense. Um. All right. Well, I'll just keep going. We'll have this do go do its thing in the background. If it needs me, I'll. Respond, but other than that, I think there's no point in holding. You know, keeping you here. And then you and I can talk on Monday. Speaker 2 00:53:48 Absolutely. Speaker 3 00:53:49 All right. And have fun tomorrow. I hope it's it's wonderful and joyous. Speaker 2 00:53:54 Yeah. I'm excited. I did give Pete a heads up that you would love to meet with him. So just just I don't know when he's because he's going through the list. So I don't know when it will be. But just a heads up. I did give him a head. I did. Tell him that you would love to meet with him. So yeah, Speaker 3 00:54:12 And it's not a rush. I mean, we are entering into our our fourth quarter is our busy season, and I can already feel like it's already like getting it's like heating up and heating up, and I'm already like oof. Yeah. So if if he doesn't if he doesn't have time for a few months, like it's totally fine. Speaker 2 00:54:28 Perfect. All right. Awesome. Well, have a great weekend yourself, and I'll talk to you. Thank you, Speaker 3 00:54:33 Christi, for all your help, and we'll talk on Monday. Speaker 2 00:54:35 Yes. Bye. Speaker 3 00:54:36 Okay. Thanks. Bye. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=be5a7ef3-096e-4a02-8aee-65ee4b2f4d1e&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4OTE1NTU0MSJ9.CgoKBHNuaWQSAjY0EgsI-P-qtL-PyD8QBRoMNTIuOTAuOTIuMjMyKixMN05hSFFkdFBDZ25IU0c1aDN4SlNhM0pBOHRLTWZ0OUlmeGo5Zm5OYUJnPTCaATgBQhCiOj8OluAAIB4j6lNevJ-MShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.icdkLCdt8U07UMyy5pkq5kwYmIJUmdbYRyVVc1Es6dI&ApiVersion=2.0	Claimed▾	Coach user on setting up Claude AI agents and integrating email automation into Airtable during recurring meetingsUser to enable Start Transcription facilitator feature in Microsoft Teams meetingsProvide Wi-Fi optimization tips to the user+7	✓	—▾	—	—	—	—	—	✓
09-09 Meeting: Claude Implementation and Pilot Program	> Date: 2026-09-09 > Location: [Insert Location] > Participants: [Speaker 1] [Christi] ## Meeting Notes ### Onboarding and Claude Implementation Status - Christi apologized for joining late due to a client site meeting. - The team discussed roadblocks Chandler is facing with the Claude implementation. - It was confirmed the organization has access to Claude. Access will be granted to Christi's team to assist. - The plan is to tighten security settings without causing issues and connect Chandler’s GitHub repository to Claude. ### Technical Environment and Workflow - Chandler confirmed he uses a GitHub repository that syncs with Microsoft Azure via DevOps. - He is the primary person working on the code, using Claude to double-check his work. He is on the premium plan. - Michael will act as a backup administrator for Claude to prevent Chandler from being a bottleneck. ### Security and Data Governance Review - Vance confirmed a deep dive on their Microsoft systems and Data Loss Prevention (DLP) policies was recently conducted. - The team will check if sensitivity labels were enabled as part of the DLP setup. - Christi highlighted a concern about a specific folder containing PII and recommended setting its confidentiality to “highly confidential” and reviewing access permissions. ### Use Cases and Pilot Program - The pilot program includes 12 users. The goal is to solve various business problems beyond just code. - Marketing will use Claude for market research and content creation. - Other departments like HR and Finance are also part of the pilot. The top three use cases for each department are being identified. - Success in 90 days is defined by better use of the tools, successful data analysis (especially in Excel), increased adoption, and effective market research. ### System Connectors and Training - The team discussed connecting various systems to Claude, including SharePoint, Outlook, and Azure, which are part of the Microsoft 365 connector. - Christi mentioned the availability of over 10,000 connectors, including popular ones like Notion, Asana, Jira, and Superbase. - An initial AI training session for the 12 pilot users was scheduled for September 24, 2026, from 9:00 AM to 10:30 AM Pacific Time. - Christi offered to provide additional, more advanced training sessions, including on Power Automate. ## Next Arrangements - [ ] Grant Christi’s team “owner” access to Claude to help with security and connector setup. - [ ] Review access permissions for the folder containing regulated data and set its confidentiality to “highly confidential”. - [ ] Christi’s team will check the status of DLP and sensitivity labels on the Microsoft side. - [ ] Christi will send out session notes summarizing the discussion. - [ ] Forward the training invitation for September 24, 2026, to all 12 pilot users. ## 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 status of the “Jimbo” quote, which Vance mentioned was a separate engagement, is unclear. Christi will investigate with the sales team, as the project has not been assigned to her. > 2. Christi mentioned a risk regarding the folder with regulated PII. While she advised on steps to take, a formal action item was not assigned to a specific person to confirm completion. > 3. The top three use cases for departments other than Chandler’s (e.g., HR, Finance) were mentioned but not detailed. Defining these could help tailor future training and measure success.	Sep 9, 2026	Speaker 1 00:00:18 Yeah. Hi, guys. Speaker 2 00:00:25 Yeah. No, sorry. I am at a client site today, and I got caught by a member of the leadership team on my way back to the back to my office. So I do apologize. I lost track of the time. Um. Hi. How's everybody doing, Chandler? I don't know if I've met you before, but I do know Michael, and I do know Vance. Speaker 2 00:00:46 Good to meet you as well, and I do apologize for running late. So, I know we're going to go over some things with Claude and the rollout. What have you guys discussed so far before I jumped in. Speaker 1 00:00:60 Okay. Speaker 2 00:01:17 Gotcha, Perfect. Okay, so let me ask a question: Is Katie going to join us? Okay, all right. And then Chandler, you — sorry, facilitator — caught me up real quick. You're running into roadblocks on some things. Speaker 1 00:01:49 Okay. Got you. Speaker 2 00:01:54 Okay. All right. Later on, when we start discussing it, let me know what's blocking you, and we can take a look at that. Some may be fixed, and some may not. But we just got to look and see what all you're trying to do. And then, okay. So we're going. We're going to work on setting you guys up with Claude. Has Claude already been set up for you guys as an organization? Speaker 1 00:02:25 Okay. Speaker 2 00:02:26 Sweet. Speaker 1 00:02:26 And we have access. Okay. Speaker 2 00:02:39 Okay. Got you. Um. All right. So we'll need to get access if we haven't already. I was looking to see if if my notes say anything about us being granted access, but I don't see it just yet. Once we go in, we're going to look at how to tighten up security without eliminating any issues. And then Chandler, are you? I see that you are. You have a GitHub repository. Okay, perfect. And then. Speaker 2 00:03:16 So we'll can if it hasn't already been connected to Claude, we'll get that connected to Claude. All right, perfect. And then on top of that, where is the repository syncing to? What is hosting the code that you're working on? Speaker 2 00:03:40 All right. So once you sync code up to GitHub, is it stored anywhere else? Is it syncing also to Microsoft Azure, a hosting company like Vercel or anything like that? Okay. So you're you're pushing to Azure, but is was GitHub the go between between them or? Speaker 2 00:04:20 Uh Huh. Gotcha. Okay. GitHub works very well with DevOps. Gotcha. Okay. Um, and then from there, does it go? Okay. So let me let me just. Let me reframe it like this because I want to understand it and understand what you're doing. I'm going to show you a project that I have going on and where it goes, just as my example. So, because I've got a couple of these, hang on one moment. Let me open it up first. Speaker 1 00:04:55 Go into Escher. Speaker 2 00:05:11 All right, I'm going to share my screen. So basically, on this, I'm working on. This my GitHub repository for my codebase, and then from here, it it moves up to here, and this my Azure. Okay, got you. Okay, just wanted to double check. Because sometimes when clients tell me they use DevOps, they're just going straight to Azure. They're not. They don't use any repository in between. So I wanted to make sure. Okay, got you. Okay, perfect. And then with that, is there anybody else that's going to need access to that, or is it just you that's doing it? Speaker 1 00:06:16 Okay. Perfect. Speaker 2 00:06:27 Okay. And are you vibe coding through it, or are you coding it yourself and then having Claude double check all your work? Speaker 1 00:06:52 Okay. Gotcha. Perfect. Speaker 2 00:06:56 All right. Good. All right. And then, is there anything else I need to know on that? Speaker 2 00:07:28 Okay . Okay, good. Um, and speaking of that, um, are you on the standard plan within it, or are you on the premium plan? Okay, good. So, just wanted to double check because, from the sounds of it, I'm like, you better be on premium. So, yeah, I blew past premium as well. So. Speaker 1 00:08:05 Yeah. Speaker 2 00:08:14 Okay. Great. That's awesome. Um, I do something very similar, and then I push my stuff to get as well, so that people can use it. So I completely understand. All right. And then, as far as the Claude overall. Is that going to stay with you as well, or is it just the coding portion that's going to stay with you? Um, as far as like connector approvals and user approvals and and how that works, or is that um how standard users are going to be using it? Speaker 1 00:09:01 Okay, Speaker 2 00:09:02 Got you. Perfect. All right. Anything else that I missed on that portion of it? Okay. Um. And then Vance, um, before Claude was rolled out, I know that we had Copilot rolled out to you a year or two ago. Since then, has anybody done any deep dive on your Microsoft systems overall, not just the code side, but overall where we've checked for for wayward files that shouldn't be out there, and checked to make sure that you guys have all the items put in place to be successful with AI, so that you have block put up, data loss prevention put up, different things like that. Speaker 1 00:10:08 Okay. Speaker 2 00:10:15 Okay, that's fantastic, and I'm proud that you know the term DLP. Chandler, I used to work more closely with Vance and Michael. It's it's been a while, and I've been on the AI side of things for over a year now. So, yeah. So Vance knowing the term DLP makes my heart happy. Speaker 2 00:10:38 All right, perfect. Do we need to do any scans on your files or anything like that, Vance. Speaker 1 00:10:43 Okay. Okay, Speaker 2 00:10:58 Great. And then, did you guys turn on sensitivity labels when you did DLP? Speaker 2 00:11:11 Okay, I can have the team check into that for me. All right, I'm making sure I have all my notes down. All right, so we have 12 pilot users. Besides the code repositories and Azure and all of that, what are the business problems that your 12 pilot users are going to try to solve with Claude? Outside of code. Speaker 1 00:11:41 Okay. Speaker 1 00:12:15 Sweet, Speaker 2 00:12:16 We can do that. Okay, how about the other departments like human resources, finance, those teams. Speaker 1 00:12:26 Got you. All right, perfect. Speaker 2 00:12:41 Okay, are those same twelve users? Do they already use Copilot. Speaker 2 00:12:57 Got you. Okay. Do you guys know your, let's say, your top three use cases per department? Sounds like Chandler. Chandler has a good hand on. On his realm, but what about your other departments. Speaker 1 00:13:13 Okay, all right. Oh, Speaker 2 00:13:32 Sweet. All right. You want to come help teach some of my Copilot Studio classes? Speaker 2 00:13:40 I'm always looking for people who can show real-world examples. So, um, what are what are the users primarily using Claude for today besides market research? Do we know? Speaker 1 00:14:26 Got you. All right. All. Speaker 2 00:14:49 Right. Got you. Um, what success look like for you guys? Let's say in 90 days from. From now, what would be ideal for you guys. Speaker 1 00:14:59 Okay. Yeah. Got you. Speaker 2 00:15:29 Okay, Julia, quick question for you. Sorry, my I was I've been pulled in many directions today. Just to clarify, Julia, are we doing training for all staff as part of the engagement? Okay. What? So let me ask you a question about connectors. So. Azure, of course, being connected, SharePoint, Outlook, you know, DevOps. What other systems are you guys wanting connected? And I say this knowing Vance that I do already have notes on some connections you and I talked about, so you guys can throw those into the mix too. Speaker 1 00:16:29 Okay. Speaker 2 00:16:33 Yep. Yes, that's part of your Microsoft 365 connector. Speaker 1 00:16:38 Okay. Speaker 2 00:16:53 Gotcha. All right. So guys, don't tell Julia this, but. It says one session. I usually give you guys four hours, so we can split that up into two sessions, or if you ask nicely, I might give you six hours for free, and we can go into more advanced class, which is what it sounds like you guys are going to need is some advanced classes as well. But but don't tell Julia that, so it doesn't get back to my boss. Julia knows she. Speaker 1 00:17:31 Yes . Ah. Yes. Okay. Um. Speaker 2 00:17:50 There's. Yes. I use PandaDoc. Speaker 2 00:17:60 Yes, it comes with your Microsoft 365, and we can we can connect all that. So this is so Anzor lets me get away with my personal account one because he knows mine is very very secure, just as secure as Crimson's, and number two, I pay two hundred dollars for my best friend here, so it saves him some money. Connectors, we we have a lot of connectors. So I connect N8N. I've got Versel connected for you know for Chandler's because it sounds like he understands. I had GoDaddy for a long time, but it wasn't really doing much for me, so I disconnected. I even have Spotify, Stripe because I I have websites. I use Stripe. There's a lot of connectors out there. I think last time I looked, it was over 10,000. I've got custom connectors made. Speaker 2 00:18:53 Notion is a big popular one with some of my clients. Asana is a very popular one for some of my clients. Elasian for Jira and Confluence. If you guys use that, I'm not sure. Big request I've gotten lately is on Zoom to pull up Zoom. And then I mean you've got so many in here. I have clients use Monday.com constantly. So we can. There's a lot of things we can add. Chandler, if you use yes, I was about to say if you use Superbase, I I use Superbase as well. I don't have it connected right now, but Versel, I've got Neon connected, so because I've been doing a lot with Neon, and then yeah, I mean you guys, there's Shopify, there's others out there, so there's a lot that you guys can do with it. The only thing is we have to connect them on the organizational side. Speaker 2 00:19:51 And so, what that looks like, I'm going to use my one of my clients as my example. Let me get back in. I have a dozen cloud accounts, so yeah, perfect. No, we need to be at owner, not not primary owner, just owner. So in here it'll be primary owner and you can swap to you can add us as an owner because we need to look yeah um yeah so when we're in here members will they can't approve their own connectors most of the time so we'll have to go in and grant access to different connectors so like this client very small what they do um. Speaker 2 00:20:50 And so we can add custom, or we can add other connectors as well, and push that out. So that's why we need the owner, not primary owner, just owner. We'll leave primary owner for Katie or whoever has it. So from there, trying to think of what else I need. Most of your knowledge is in SharePoint now, or do you guys still have it on some on on prem. Speaker 1 00:21:25 Okay. Speaker 2 00:21:32 Okay, so that's good. There is a way of getting it on getting on prem on there, but it's it's a couple of heavy steps, but we can take to we can work through that. Is there anyone we should be concerned about never using any external connectors? Okay. Any confidentiality or regulated data that we need to worry about. Speaker 1 00:22:07 Okay. Speaker 2 00:22:22 Okay . Okay. So for CMMC, this reminds me off topic for just a moment. Vance and Michael, for CMMC, when is the next time I have to go in and do that for you guys? I need to add that to my calendar. Speaker 2 00:22:46 Okay. Sweet. Okay. Good. All right, perfect. That just a side note. I it just popped into my head when I was thinking about regulated data. All right. I think for that folder that you're talking about, make sure confidentiality is set to highly confidential, and then make sure that the only people that have access to that are the people who need access. So you might want to review those settings. Speaker 2 00:23:18 Or not settings, but you might want to review the access just so that I can mark it on my list as we thought about it and we handled it. And then I think that's all my questions. I was scrolling through my questions, make sure I grab it. If we and I apologize for going three minutes over. Are you guys good on time? Okay, good. I do know it's my fault, so I do apologize. When a COO stops you in the middle of the hallway, you stop and listen. So, um, all right. So, if you guys meet with me again in 90 days, what what's going to make you satisfied that the project got completed correctly? Speaker 2 00:24:28 Okay . Okay. Vance just disconnected. Did because Jimbo was a different quote. Did not get signed. And I apologize for not knowing. They. Okay. Um. I know that that was a separate quote. I hadn't heard that it got signed yet or not. I do know the Claude one got signed. So, I will check with the sales team because I hadn't seen that project. Speaker 1 00:24:60 Yeah. Okay. Okay. Speaker 2 00:25:30 Okay . Perfect. I'm going to dig into the Jimbo one. Julia, did you see a? Because usually what happens is you sign the quote and then a project gets put into my lap, but I haven't seen that project. Okay. Okay. Okay. So we're looking at in the next 90 days, we're looking at better use for co work. Looking at people being successful on how they analyze, use it for Excel and analyzing things. Are you guys looking for more adoption, or okay, all right, and then market research, actually using it for that. Chandler, I'm going to give you my risks. Speaker 2 00:26:18 And I and just understand that my risks that I give you guys right now are just based on what I've seen in the past with other clients. Do you have a backup for you being the operational owner of Claude? Okay, so Michael, okay, okay, because I don't want you to be a bottleneck. And as as a bottleneck in recovery, I can understand that. So, I you are one of the most technically technically advanced users I've had in a while. So this is a nice, nice refresh for me, fresh of it, fresh of air. You get what I'm saying. I have not had enough caffeine this week. Um, so all right, so I do love that. Um, and then I love the fact that Michael's going to be your backup administrator because I trust Michael. Um, I. Speaker 2 00:27:17 How long have we been working together, Michael? Two years now? Three? Yeah. Okay. All right. Good. And then, so the only other risk that I'm concerned about, I'm just slightly concerned with that one folder with the PII in it. I just want to make sure that it gets classified as highly sensitive. And then that way, we are we can feel more confident that that information is not feeding into AI. And even though I know that we have the settings turned off, so it's not feeding information to train AI, I still want it. Still makes me feel better if we do have that highly sensitive label placed on that folder. So that will that will make me sleep better at night. Speaker 2 00:28:15 And so. Speaker 2 00:28:24 Awesome. Okay, and then one last thing I want to tack on to the training. Again, you know, Julia needs to close her ears. How interested are you guys in Power Automate? Because a lot of times I'll hear we want to automate our work. Which is more Power Automate than it is AI usage. Okay. Speaker 2 00:28:57 Okay, great. I just had one last week. I definitely would be more than glad to do more. Julia, you have your hand raised. Speaker 1 00:29:15 Okay, Speaker 2 00:29:15 Gotcha. Okay, perfect. Um, of the twelve pilot users and not including the two of you, um, who are the three most important people outside of you two that I want to make successful? So I have five total. Mark. Okay. Mark Vance. Who? I'm sorry. Speaker 2 00:29:45 Brandon Stevens. Okay, gotcha. Perfect. I have that. Oh, one more. Go for it. Oh, there's always room for one more. Speaker 1 00:29:60 Okay, gotcha. I thought you were. Speaker 2 00:30:16 It it can be it can be more than five. I promise, guys. I just want to know who are the people I I want to space pay special attention to. It could be all twelve if you tell me. Speaker 2 00:30:30 No, Speaker 1 00:30:30 It's okay. Speaker 2 00:30:34 Gotcha. Okay. Um. So what we're gonna do? I want to dig into a few things for you guys. John says that we have access now, and so I. I'm not on the VPN to be able to look at everything, so I got to be on the VPN for you guys. Once I get attached this evening, I'll take a look at some things. I want to see where you guys line up on the Microsoft side with DLP and the sensitivity labels, so I'll go check those out. And then I will also follow up with my session notes from just from now, and I'll include all my questions and your answers in them. So if you guys need to change any answers later on. Speaker 2 00:31:14 Just let me know, and then when do you guys want to schedule the first training with your 12 users? Okay. No, I was going to throw one caveat into the mix. Um, around the 28th of September. Um. Speaker 2 00:31:44 My time is not going to be reduced. However, I officially go on baby watch, and so the next three or four weeks, anything that gets scheduled, if baby was to come sooner, might need to get rescheduled for the following weeks. Yeah, I'm going to be a grandmother. It's not me. So, yes, it's very exciting. So I am. I'm sorry, what did you say, Michael? Yeah. Well, no, they live with me. I'm a foster mom. I I take in I take in moms to be. So I usually I I'm taking off the week that the baby is born. But I will be working from home during the next four weeks. Just so I still will be working. I'm not. I'm only taking a week off. We just don't know when that's going to be. So. Speaker 2 00:32:57 Okay , So I on the twenty third and the twenty fifth, I already have an AI training scheduled. However, Thursday the twenty fourth, I am free all morning, and Tuesday the twenty second, I am free after eleven a. m. and on Friday the twenty fifth, I am free after. Eleven thirty. I am in Pacific. Uh, as early as nine a.m. Okay, I'm going to do an AI training. I do it for an hour and a half. Um. Speaker 2 00:33:56 So I'm going to send this over to you guys. I'm going to ask that you forward this to whomever you want to forward it to. It will be a Teams meeting. Sorry, I'm not coming to Carlsbad to do it in person on site. And oh, perfect. That's right. All of you are all right. So Michael, Vance, and. All right, and John. If anything was to happen to me that day, John is training to become my not my replacement, but my right hand man. I know, scary, huh? And Gabby, who you guys have met, is going to be my left hand woman. So if something was to happen, they can take over for me and do the training. Hopefully by that time, I'm slowly training them. Poor guys. Speaker 2 00:34:56 But they will have access to all my training materials and things like that. They won't threaten to throw candy at you guys like I do, but you know they're still pretty awesome people. Yeah, you know I I like to give away things because that's one of our core values is integrity over profit. But I'm really good at giving things away, much to Anzor's dismay some days. Speaker 2 00:35:29 All right, I sent that over. The three of you guys should have that. I have it set for an hour and a half, so 9 a.m. to 10:30, which I believe is 10 a.m. to 1:30 y'all's time. Wait, you're Texas? No, that's Central. That is noon to 2:30. Oh, it is 11. Okay, perfect. I'm I've got my time zones all mixed up on my calendar. Speaker 2 00:35:59 All right, I think that's everything. Chandler, if you ever have any questions, please feel free to email me. Lately, I've not been as responsive on emails because I've been in back-to-back meetings, but I will respond within 24 hours. No worries. Vance has my cell phone, so if I'm off and you need to reach out and it's an urgent, Vance knows how to reach me and call me. Feel free to grab that from him. It's also in the bottom of my signatures. Or reach out to John. John's pretty good on the technical side. I've never I've never had him take over my trainings yet, but that's going to be soon. So, yes, he's amazing. I can't say enough good things about about John. So he might be more apt to come to Carlsbad for you guys. I don't know. I haven't asked him because he lives closer. Speaker 2 00:36:59 Yeah, the only time I go to Carlsbad is to go on vacation. I'm in LA. Yeah, I spent a week in Carlsbad at a resort, and I do that. I've done that a couple times for vacation, but now I'm a mom, and so I don't get that time anymore to go do that. Probably. It's hot right now. Oh, well, I was staying at um, it's it was up more on the hill from Legoland that that resort. Can't, yeah, I don't do beaches much, but yeah, I do like the beach. I just don't go when I go on vacation. Yeah, all right. Well, um, I will talk to you guys later, and feel free to reach out. Speaker 2 00:37:58 Also in my signature line of my emails, feel free if you need to book a meeting with me. And then if you guys decide you want to add some trainings, my booking link in my in my signature also has a section for training and lets you pull training days out and schedule those. Awesome! Thanks, guys. Have a great week. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=8895ef62-fcdf-4ca6-bd83-59dff21f962b&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODk5NDMwNCJ9.CgoKBHNuaWQSAjY0EgsI7IKiq9Kxxz8QBRoNMTAwLjMxLjEzNS40NiosbDRpOWI5VGxGcm90UXpsakFEbXZQWVF0anZ2Tzg3SExTTlJ0MHI1UmxwZz0wmgE4AUIQojmlSjFQAAAtRw1nJQxJWkoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.kF1F8gjhncds2sOFCNsKg_iDlBoV00GzgoRLfUeK3XA&ApiVersion=2.0	Claimed▾	Review and restrict access permissions on the regulated PII folder and set confidentiality label to Highly ConfidentialInvestigate status of the Jimbo quote with the Crimson sales team as the project has not been assigned to ChristiGrant Christi's team owner-level access to Claude to assist with security and connector setup+4	✓	—▾	—	—	—	—	—	✓
09-09 Lecture: Claude Cloud Connectors and Third-Party App Integration	> **Date Time:** 2026-09-09 09:56:59 > **Location:** [Insert Location] > **Instructor:** Christi ## Summary In this session on 2026-09-09, Christi demonstrates connecting third-party apps—specifically Zoom—to Claude Cloud via Connectors. She walks through discovering, adding, and authenticating a connector, then covers practical use cases like pulling Zoom meeting transcripts for Claude to summarize. She also highlights other frequently requested connectors: Slack, Google Drive, Notion, Asana, Canva, Monday.com, Airtable, and Miro. The session ends with a preview of next week’s demo (2026-09-16) on using Power Automate to categorize emails and color-code calendar meetings. --- ## Key Knowledge ### 1. Access and Setup for Claude Cloud Connectors - **Navigating to Connectors** - Click your name at the bottom of the Claude Cloud interface, open **Settings**, then go to **Connectors**. - Admin users should use their **personal settings**, not organizational settings, to find and add connectors. - If a connector isn’t visible in personal settings, add it via **Organizational Settings** as a fallback. - **Discovering and Adding a Connector** - In Connectors, you can find apps via **Discover** (search bar) or **Browse** (at the top). - Example: Type “Zoom” in Discover, select **Zoom for Cloud**, then click the **plus (+) button**. - After clicking plus, a prompt appears to "finish connecting" — choose **Continue Connecting** and follow the authentication flow. - Authenticate via email or link a **Google account**; select the account and click **Allow** to grant permissions. - Once permissions are granted, the window minimizes and the connector becomes active — the app (e.g., Zoom) is now connected to Claude Cloud. - There are over **10,000 applications** available through Connectors. ### 2. Practical Connector Use Cases - **Zoom Connector — Transcript Summarization** - Key use case: pulling **Zoom meeting transcripts** for Claude to summarize. - Workflow: The user asks Claude (e.g., “Summarize the transcript from this meeting”). Claude requests permission to access Zoom, pulls the day’s meetings, the user selects the meeting and clicks **Allow**, and Claude generates the summary. - Especially useful for clients like Talia, who rely on Zoom’s transcription and want automatic summaries. - Clients connected to **Office 365** in their Cloud account can leverage connectors broadly, including collaborative work via **CoWork** or during live meetings. - **Other Popular Client-Requested Connectors** - **Slack** — for communication integration. - **Google Drive** — among the most commonly requested. - **Notion** — for notes and knowledge management. - **Asana** — project management; Christi uses Asana with Claude for her projects. - **Canva** — popular for design; connectable to Claude (Christi has set it up but hasn’t actively used it yet). - **Monday.com** — used by clients like Ability First to manage projects through Claude. - **Miro** — design tool that can be connected to pull info into Claude (Christi previously had this connected). - **Airtable** — Christi’s personal database backend (e.g., family budget, children’s info); Claude can query and retrieve Airtable data on demand. ### 3. Upcoming Demo — Power Automate for Email and Calendar Organization - **Power Automate Integration (Preview for Next Week)** - Christi previewed a demo scheduled for **2026-09-16** on using **Power Automate** to categorize emails and color-code calendar meetings for better visual organization. - Requested by **Seg**, who wanted meetings to be more visually distinct and organized. - Christi noted it’s “very easy” and offered early walk-throughs upon request. --- ## Questions - [Insert Question/Confusion] --- ## Assignments - [ ] 1. Clients and team members: in personal Claude Cloud Settings, explore **Connectors** and connect relevant third-party apps (e.g., Zoom, Slack, Google Drive, Notion, Asana, Canva, Monday.com, Airtable). - [ ] 2. Talia: connect Zoom to Claude Cloud using the demonstrated steps to enable automatic transcript summarization. - [ ] 3. Interested team members: contact Christi for an early walkthrough of Power Automate email categorization and calendar color-coding prior to the 2026-09-16 session. - [ ] 4. Christi: deliver the Power Automate email/meeting categorization demo to the full group on **2026-09-16**.	Sep 9, 2026	Speaker 1 00:00:10 Good morning. Anzor, I gotta double check my chat history. I think I asked it for the synopsis of last night's Reacher episode. Nope, I asked it about deodorant. Speaker 1 00:00:39 Oh, good. It is on my screen, but just know that Salt and Stone deodorant smells really good, guys. When you see when I show you training. Speaker 1 00:16:48 Good morning, guys. I was gonna show Seg. I was gonna show, and I'm very sorry that I'm not showing this today, but I am gonna teach you later. Seg had asked how to do something, and but we're gonna actually talk about connectors in Cloud because that's actually that's been a frequent conversation we've been having with some of our clients. Is how do I connect things within Cloud and get it to work for me? So I'm gonna show you guys how we can do this. I think this week, Talia, as an example, she wanted to pull transcripts from Zoom, and so I'm going to show you guys how to connect Zoom, and then we'll go over what you can do with connections like that. So very first thing, yes, I'm on my personal account, but there is a good reason for that because I want to connect my personal Zoom to my personal cloud. So I'm going to go in, and I'm going to click on my name down at the bottom, and then I'm going to go into settings. And then once you're in settings, you're going to look for connectors. Speaker 1 00:17:43 Now, for our clients, if they have admin rights, we don't want them to go into organizational settings. We want them to go into their settings. If they cannot find a connector, then we can go in and actually add that through organizational settings. So just a quick heads up for that one. In here, you're going to see a list of all your connectors, and then what we're going to do is either discover or browse. So there's going to be one of two options. Discover is right here, and you can search or browse is up here at the top. So in connectors here under Discover, we're going to type in Zoom, and it's going to pull up Zoom for Cloud, and you're going to hit that plus button right there. Now you can do this with a lot of different applications. There's over, I think the last time I heard, 10,000 applications you can connect through here. I don't have that many connected on mine. Speaker 1 00:18:38 So what I'm going to do right here is it pulled up and it said finish connecting and I'm going to say continue connecting and then I'm going to go through and wait for it to go in. And what I'm going to do from here is I'm going to type in my email address. Actually, I'm going to connect it with my Google account. So choose that, choose my personal Google account, and then we're going to give it access. So at this point, you're going to give it permission. I'm going to say allow, and this is going to be the list of things that it can do for you within Zoom. And so just be aware for for companies like Talia's, just make sure she's aware of those of what it can and can't do. And then I'm going to hit allow. Now from here, it's going to close. It's going to minimize that window. I'm back in here, and now I'm connected to Zoom. Speaker 1 00:19:34 For our clients, what they can do is they can use it, especially if they're connected with Office 365 within their cloud account. They can use it to do a lot of work using CoWork, or if they're in a meeting, which is what Talia wanted. She has her meetings transcribed using Zoom to transcribe it, and she can pull the information from Zoom. She can have Claude and she can tell Claude, "Hey, I need the transcription summarized from this meeting." And so what Claude will do is it'll ask her for permission to go look at Zoom, and to pull the different meetings that she had for the day, and then she selects that meeting and then she says allow. Sorry, I'm on my personal Zoom. I don't do meetings through Zoom because Teams is far superior. And yes, Anzor pays me to say that, but when you go out and you ask it to pull, it will summarize the meetings from the transcript. So. Speaker 1 00:20:30 Just a heads up on what you can do with that. A lot of the connectors that our clients want to use are in here. So recently, the connectors I've been asked about is Slack, Google Drive. Those are a couple big ones. A few have asked about Notion. You, I do Asana because I have an Asana account where I work on projects through Asana. A lot of people use Canva. How many of you guys like? Working in Canva, we all know Stephanie does. So, but you can connect Canva in there. I I have it connected. I've never used it. I'm gonna have to have Stephanie teach me how to use that one. I don't like Canva, but you've got a lot of different things in here that you can do. A lot of our clients use Monday.com. Ability First is one of those, and so they can manage their projects through Monday using Cloud. So these are the different connectors that you can utilize. Speaker 1 00:21:28 I used to have Miro. It's a design app, and basically what I could do is I can go in there and tell it to pull things. I currently have Airtable connected because I use that as a database on the back end, and I will use Airtable to look at like I have my family budget on there, I have my kids' information on there, and so I use it as a database, and I can have Claude go pull that information for me, especially when I forget what kid is what. So for those of you guys who have more than one kid, you know what I'm talking about. Sometimes you get their names all mixed up. Okay. Any questions about that? Sorry, I'm laughing at Juno's Asana statement. I do like Asana. All right. If you guys later, what I'm going to do. Seg had asked me how I get Power Automate to. Speaker 1 00:22:25 Help me categorize my emails and my meetings so that my meetings are more colorful, and so I will show that to you guys next week. All right, and if you guys want to learn about it beforehand, just let me know and I'll show you how to do it. It's very easy. Miguel, up active. Speaker 2 00:29:16 Thank you.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c89f3fd4-b024-447b-aebc-afa07417afbc&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODk3ODU0NyJ9.CgoKBHNuaWQSAjY0EgsIlJ2Dp7yoxz8QBRoMMy4yMzYuMjMuMjA5KiwwaERhcUd2aE9ybUlJL0NYNjkvbzAxbDRSSUF4RXNWQ1pYSkkzVWFqeGxNPTCaATgBQhCiOZZDGqAAAC1HBKtdBB82ShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.Yk59cxja4K0jpim8MhNacv2UQTHNI_-sdvPPe8O_FYs&ApiVersion=2.0	Claimed▾	Team members interested in early Power Automate walkthrough to contact Christi before 2026-09-16 sessionDeliver Power Automate email categorization and calendar color-coding demo to full groupClients and team members to explore Connectors in personal Claude Cloud settings and connect relevant third-party apps+1	✓	—▾	—	—	—	—	—	✓
09-08 Meeting: Transition to DocuSign for Equipment Forms and Help Desk Ticket Integration	> Date: 2026-09-08 13:27:19 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] ## Meeting Notes ### Transitioning Equipment Forms from Paper to Digital - Speaker 1 announced the discontinuation of paper forms for most equipment. - Paper forms should no longer be used for items like mice, keyboards, and docking stations. - Forms for cell phones and laptops are still required. - Speaker 2 noted that HR recently requested documentation for a former user's cell phone, highlighting the need for proper records. - The group confirmed that forms are currently only used for laptops and cell phones. ### Implementing DocuSign for Digital Forms - Speaker 1 plans to move the existing forms for phones and computers into DocuSign. - The goal is to have the digital forms signed via DocuSign and automatically attached to help desk tickets. - This change is necessary to meet auditing requirements, which mandate that documentation is stored within the ticketing system. - Speaker 2 confirmed they have the digital blank forms and will send them to Speaker 1. ## Next Arrangements - [ ] [Speaker 2] to send the blank digital forms for phones and computers to [Speaker 1]. - [ ] [Speaker 1] to integrate the forms into DocuSign and configure the workflow. - [ ] [Speaker 1] to set up automatic CC to the help desk and ensure signed forms are attached to tickets. ## 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 exact deadline for implementing the DocuSign process was not specified. A target date for transitioning from paper to digital forms should be established.	Sep 8, 2026	Speaker 1 00:00:00 Hi. What's Charl doing? Hello. Can you hear me? Yes. Hello. There you are. What is Charl doing? Speaker 2 00:00:32 Oh, he just he just reached out to Robert a lot. Speaker 1 00:00:35 Robert, what's Charl doing to you? Oh, he can't hear you. No. Speaker 2 00:00:44 Robert, Speaker 1 00:00:56 Hello. There you are. So what's Charl doing? Speaker 2 00:00:59 I was like, yeah, he just hits the circle. Every day about the ticket, like he's just doing his job. But I talk to him every morning now. It's okay. What we do, what we do. I know that's why he's just doing his job. Speaker 1 00:01:15 Yeah, yeah, I trained him well. Um, okay, so here's the deal. You know those paper forms you guys keep filling out for equipment and stuff. Yeah. Throw those away. Speaker 1 00:01:33 What do you mean? Speaker 2 00:01:34 That's our documentation. Speaker 1 00:01:36 No more paper forms for anything other than computers. Speaker 2 00:01:39 You know that's gonna be a problem because HR just came to me the other day with a ticket asking me for a former user's documentation for because they wanted to see the cell phone that they signed for. Speaker 1 00:01:55 Cell phone is okay. Mice, keyboards, all of that, no. Speaker 2 00:02:01 Yeah, we don't do we don't do that for that no more. You told us not to. Yeah, you told us not to. Yeah, it's only laptops and cell phones. Laptops and cell phones. Speaker 1 00:02:08 We do docking stations. Yeah, we're gonna get rid of docking stations. Docking stations are off the list. Speaker 2 00:02:13 We're not gonna do docking stations. No, no problem. Speaker 1 00:02:16 But here's the deal. I want I need you guys to resend me that form that you're using for for the phones and for the computers. I need to get that into DocuSign today. Speaker 1 00:02:31 So that you guys can send that out. Speaker 2 00:02:32 All right, that'll work better for us. That'll be easier for us. Speaker 1 00:02:37 Yeah. So we're we're gonna just use paper form. We're not gonna use paper forms. We're going digital because I I'd rather see that attached to tickets so that we can just pull it that way. Because if if we get audited, we have to pull it from a ticket because that's one of the requirements. Is it's in a ticketing system. So. Speaker 1 00:03:02 Yeah. Speaker 2 00:03:02 I have the I have the form digital is just not signed on the computer. Speaker 1 00:03:08 Yeah, send me the digital blank forms, and I'll put them in DocuSign, and then the way it'll work is it'll go through DocuSign, and then it will carbon copy the help desk, so it gets attached to a ticket. Sweet. No problem. No problem. All right. Thanks. Speaker 2 00:03:26 You're. Speaker 1 00:03:31 Welcome. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=d6414cc3-7f24-4cad-a63c-ebd4710fb1c4&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODkwMzMyOCJ9.CgoKBHNuaWQSAjY0EgsI8peUjNj8xj8QBRoMMTAwLjQ4LjUxLjQwKixSRjVwM1BvN0FKYzNLR3QwZG9pRzEza0tWVlV4eFJSOUJJcFhZR0d6QWNvPTCaATgBQhCiOU6HP_AAACAFoC7FM5t8ShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.LlVmsCNQC8Q6DM8zaArcyB9TuLOqP2chnpYNoxjzjmY&ApiVersion=2.0	Processed▾	Configure automatic CC to help desk so signed DocuSign forms attach to ticketsIntegrate phone and computer forms into DocuSign and configure signing workflowSend blank digital forms for phones and computers to Speaker 1+1	✓	Client Work▾	—	FLAGGED - not logged, client ambiguous	NOT LOGGED - BILLABLE-WRITE GUARDRAIL 2 (client verification). 3:31 call directing a team to stop using paper equipment forms and move to DocuSign, carbon-copying the help desk so signed forms attach to tickets (audit requirement that documentation live in the ticketing system). Scope narrowed to laptops and cell phones; docking stations, mice and keyboards dropped. The other party is "Robert", and CW returns Robert Featherstone at BOTH Crimson IT (contact 12424) and SCHARP (contact 13058), plus Robert Jackson at SCHARP (13059). The "Charl" reference points at the SCHARP CHARL agent, but there is no calendar block on 9/8 to corroborate and SCHARP is the HIPAA client, so this was not posted. Christi to confirm: SCHARP (20732, board 80, agreement 470) or Crimson IT (250, ticket 956831)? Proposed either way: CIO(14)/workType 55, DoNotBill, 0.07h (4 min).	—	—	✓
09-08 Lecture: Options for Youth Day Online Program Orientation	Date Time: 2026-09-08 14:01:19 Location: [Insert Location] Instructor: [Insert Name] ## Summary This lecture is a virtual orientation for new students and their parents enrolling in the Options for Youth Day online program. The host, Nicole (Miss Nikki), along with her team members Aida and Claudia, welcomes the families and outlines the program's structure, expectations, and resources. Key points include the use of the Edmentum platform for all coursework, the credit system where one course equals five units and one unit equals one credit, and the requirement to complete five units per month. The program is year-round, running from July 2026 to June 2027. The orientation covers student expectations such as attendance at virtual meetings, dedicating 4–6 hours daily to schoolwork, and policies for excused absences. It also highlights numerous free resources available, including tutoring, counseling services from a school social worker (Miss Magnolia), career guidance from a post-secondary counselor (Miss Erica), and extracurricular activities like international travel, sports, and school dances. The session introduces Miss Josie, the career pathways coordinator, who explains the WIOA partnership, work permits, and the requirement for students to attend a workforce readiness activity within their first 30 days. The orientation concludes with instructions for students to fill out a Google form to receive their teacher’s Zoom link for a follow-up meeting scheduled for that afternoon at 3:00 PM or 3:30 PM. ## Knowledge Points ### 1. Program Overview and Structure - **Welcome and Introduction** - The orientation is for the Options for Youth Day program. The host is Nicole (Miss Nikki), an online center coordinator. - Other team members introduced are Miss Aida (online center coordinator for Duarte) and Miss Claudia (TLC coordinator who handles transcripts). - The team works together to ensure a smooth and efficient enrollment process for students. - The program serves students who aim to graduate with the program or use it for a short period before returning to a traditional high school. - **Meeting Guidelines** - Cameras are required to be on for the entire virtual orientation to confirm parent and student attendance. - The meeting is in “focus mode,” meaning participants can only see the hosts and not other families. - Students are asked to display their first and last names. - A safety rule is mentioned: if driving, participants must pull over. - Participants are required to stay for the entire orientation, which is expected to last no more than 20 minutes. - **Blended Learning Program** - The program uses several innovative teaching methods, including small group classes, independent study, online courses, and one-on-one support. - It offers flexibility to complete schoolwork at home, which requires responsible time management. - **Coursework and Credit System** - All coursework is completed in a platform called Edmentum (EDM), which is the student’s “one-stop shop” for tutorials, discussion posts, tests, and unit activities. - One course consists of five units and is worth up to five credits on the official transcript. - One unit equals one credit. - All work must be completed, free of plagiarism, and passed with a score of 70% or higher. - **Academic Pace and Graduation** - Grade levels are determined by total credits earned and remain the same until the next school year. - School months are four weeks long. - Students are required to complete a minimum of five units per month, which equates to roughly two or more units per week. - Students can complete up to ten units per month. - At the rate of ten units per month, a student can complete a full year of school in just six months. - **School Year and Schedule** - The program is year-round. The current school year started in July 2026 and will continue until June 2027. - Students will have holidays off, and the assignment of curriculum during holidays is at the discretion of the homeroom teacher. - The school is open Monday through Friday and closes for one hour each day for lunch. - **Transcripts** - Unofficial transcripts should be sent to Miss Claudia. - If unavailable, Claudia will request official transcripts from the student’s previous school, which typically takes 24 to 48 hours. This ensures students are placed in the correct grade level. ### 2. Student Expectations and Support - **Attendance and Communication** - Students must attend all scheduled Zoom appointments with their homeroom teacher, which occur at least twice a week at specific times. - Punctuality is emphasized; being more than 10 minutes late for an appointment may result in an unexcused absence. - To excuse an absence, parents or students (if 18+) must contact the homeroom teacher directly via text, email, or phone call. - Students are expected to respond to emails, phone calls, and text messages from staff. - **Time Commitment** - Students are expected to dedicate four to six hours per day, Monday through Friday, to their coursework. - For overachievers or those wanting to graduate quickly, working on weekends is also permitted. - **State Testing** - As an accredited program, state testing is mandatory for all students. Information will be provided by the homeroom teacher when it becomes available. - **Academic Integrity** - All work must be completed in the student’s own words. - Plagiarism will lead to lowered grades and additional time spent correcting assignments. - **Technology Support** - Students who need a Chromebook or a hotspot (due to lack of a working computer or poor internet) can request one by putting their name in the chat. - A form must be completed with a current home address. - Devices are not shipped to P.O. boxes or FedEx pickup locations. - **Additional Support Services (Free)** - **Tutoring:** Free tutoring is available. - **Teacher Support:** Students can schedule extra office hours with their homeroom teacher. - **Study Halls:** These are offered as an additional support resource. - **Direct Instruction Courses:** These courses allow students to earn credits at an expedited rate, which is beneficial for students who have fallen behind. Students must sign up for these courses. - **Parental Involvement** - Parental support is described as “crucial” for student success. - Parents are encouraged to maintain communication with teachers, who have direct phone lines and email addresses. - Parents are also encouraged to follow the school’s social media to stay updated on available opportunities. ### 3. Extracurriculars and Post-Secondary Planning - **Travel Opportunities** - The program offers experiential learning trips through a partnership with Pathways Travels. - All trips are paid for by the program, covering room, board, and chaperones. Parents only need to provide a passport for international travel. - Domestic trip destinations mentioned include a ranch in Colorado, a farm in Northern California, Washington, D.C., and New York. - International trip destinations mentioned for the following year are Japan and Italy. - **Activities and Events** - Athletic programs and esports are available. - The school organizes field trips, traditional school dances, and graduation ceremonies where students can walk across a stage. - **Post-Secondary and Career Readiness** - The program has a college and career readiness focus to prepare students for college (community or university) or the workforce. - This is achieved through one of three options: completing an “E2G guide,” participating in dual enrollment, or participating in Career Technical Education (CTE) programs. Only one option is required. - **Counseling and Social Work** - **Miss Erica (Post-Secondary Counselor):** Assists with graduation planning, college and dual enrollment, career exploration, transcript reviews, and provides one-on-one support. - **Miss Magnolia (School Social Worker):** Helps families access resources like food pantries, toiletries, housing, and county benefits. She also provides counseling services and therapy. - **Miss Celine (Education Partner Liaison):** Assists students with researching community resources and offers tutoring sessions. - **Career Pathways and WIOA** - The school is a WIOA (Workforce Innovation and Opportunity Act) partner, providing students with workforce readiness skills. - **Miss Josie (Career Pathways Coordinator):** Is the point person for work permits, job readiness support (applications, interview practice), and information on work experience and internship opportunities for students over 18. - **Workforce Readiness Activities (WRAs):** Students are required to attend at least one WRA workshop within their first 30 days of enrollment. - **Career Paths:** All students are on one of six career paths. Students were asked to state their career interests in the chat to update their profiles. - **YoWat Youth Work Center:** A workforce partner in Los Angeles City that provides internships and paid work experience. Miss Josie refers interested students to this program. ### 4. Next Steps After Orientation - **Teacher’s Virtual Orientation and Access** - Students will attend their teacher’s virtual orientation later on the same day (September 8, 2026) at either 3:00 PM or 3:30 PM. - During this meeting, students will receive their Edmentum login credentials and specific details about their virtual meeting schedule with their teacher. - A Google form was provided in the chat for one person per family to complete. After completion, the host (Nicole) calls out the student’s name, dismissing them from the orientation. - An email with the Zoom link for the teacher’s orientation is sent within 1–3 minutes of dismissal. - **Process for Students 18+** - Students aged 18 and over (like Ladania) meet with Miss Josie in a breakout room after completing the form to discuss WIOA opportunities before being dismissed. ## Questions - [Insert Question/Confusion] ## Assignments - [ ] 1. Complete the New Student Google form provided in the chat during the orientation. - [ ] 2. Check email within 1–3 minutes after dismissal for the teacher’s virtual orientation Zoom link. - [ ] 3. Attend the mandatory teacher’s virtual orientation at 3:00 PM or 3:30 PM on September 8, 2026. - [ ] 4. If a Chromebook or hotspot is needed, ensure the request form is completed with a valid home address. - [ ] 5. Send unofficial transcripts to Miss Claudia if not already done. - [ ] 6. Attend at least one Workforce Readiness Activity (WRA) workshop within the first 30 days of enrollment. - [ ] 7. Regularly check the new school email account for Google Calendar invites, newsletters, and important information. - [ ] 8. Students interested in work experience through the YoWat program should follow the instructions in the follow-up email from Miss Josie. - [ ] 9. During the teacher orientation, discuss and sign up for Direct Instruction courses if interested in accelerated credit attainment.	Sep 8, 2026	Speaker 1 00:00:01 Yes, Speaker 2 00:00:02 Please. You let a let more in. Speaker 1 00:00:07 Nicole, can you be co - host or co - hostess? Yes, thank you. Hello, hello, hello, hello. Is it raining where everyone is? It's not here. Yes, it's raining. It was raining a little bit. Speaker 3 00:00:25 Here in the valley. Hello. Speaker 1 00:00:29 Hi, hi! I feel like we're on our own, like personal TV show. I love it. I don't know. You know how like they do the video thing? I don't know. Oh, Claudia, let me make you close. Okay. All right, cool. All right. Thank you all for joining us. So let's go ahead and get started. I believe. Let me actually start marking attendance down really quick. So I have. Ladania, thank you for joining us. Please ensure your cameras on, hun. I also have. I'm assuming Miss Lisa is with Jalisa, right? I'm here. All right, got you. Thank you. I see you. Thank you. And then I see Christy Brown, so I'm assuming that's for Christian. No. Speaker 4 00:01:17 And Miss Jean? I'm for Ladania. Speaker 1 00:01:20 Oh, you're for Ladania. Okay. Okay. Thank you. And then I have Miss Marina here for Angelina. Hello, hello. Hi. Hello, hello. Speaker 3 00:01:28 I'm here. Speaker 1 00:01:29 Hi. And then I have Mr. John. And is it Tigran? Yes, yes. Hi. Tigran? Okay. I have Tigran. Oh wait, I have Tigran and Angelica. Okay. And then I have Christian. Where's Christian? Oh, Christian. Okay. Sorry about that. All right, I think we got a full house, so let's go ahead and get it started because I don't want to take too much time. It's raining and I want to get back to my work and drink my coffee. Okay, so let's get started. Thank you so much, ladies and gentlemen, and our lovely students for joining us for our Options for Youth Day Orientation. I will be your host, Nicole. Speaker 1 00:02:13 Please feel free to call me Miss Nikki. I have assisted some of you families with your online registration to get you into our online program, which is super duper exciting, right? Alongside of me, I have Miss Aida. She's also one of our online center coordinators for Duarte and our lovely TLC Miss Claudia, who is also our coordinator, and she assists every one of you here with your Duarte, with your with your transcripts, entering all that and all those numbers. So. We work together as a team to get each and every one of you in effectively, smoothly, and efficiently, so that your student can join, can start working on their curriculums, whether they're here to graduate within our program or just utilize our program for a little bit and then go back to traditional high school. So we're so excited to have you all here today. All right, so we have some guidelines just so we are all in the clear. Okay, so please ensure that your cameras are turned on during this entire virtual orientation. Speaker 1 00:03:09 I do utilize we do utilize this step so we can ensure that the student as well as parent or legal guardian are in full attendance during this orientation. Also, the meeting is in focus mode, which means you can see myself as well as my team. However, you won't be able to see other participating families. I hope I have it that way. I think I did. If not, I'll fix it. Also, if you haven't done so already, please apply your student's first and last name to the bottom of the screen. If you haven't, if so, we can make sure. We utilize that as a verification for your student as well. If you're having issues doing that, just go ahead and type your student's first and last name in the bottom of the chat so we can change the name for you to properly identify it. Now I don't see anyone driving in the rain today, so thank you so much. However, if you were to be driving, we would actually kindly pull over so that we can ensure that you are receiving the information and of course safety is our utmost priority. And lastly, please stay for the entire orientation as we go through all the goodies. Speaker 1 00:04:08 I should be no more than 20 minutes. I might talk a little fast, so if I'm going too fast, let me know. But I want to get you guys in and out, okay? Okay. All right. And if you have any questions, comments or concerns during this whole orientation, please type them in the chat box. Don't be shy. We're all here to enroll. And yeah, let's go on. All right. So we're gonna get started first with our online programs orientation video, okay? So it's usually about three minutes or so. So if you haven't already, go ahead and crank that volume up a little bit, and then I'll be back while I verify attendance. Speaker 4 00:04:38 Welcome to the online program at Opportunities for Learning and Options for You, home of the Panthers. Our teachers and staff are excited to help you discover and achieve your dreams. But first, we want to tell you about our programs and what you can expect from your time with us. So let's get started. You will be in a blended learning program. That means we use several innovative teaching methods, including small group classes, independent study online courses, and one-on-one support, to ensure you're able to find a path to graduation that works for you as an individual. Our WIOA partnerships empower students to take advantage of career pathways and prepare for higher education. Speaker 4 00:05:26 You have the flexibility to complete your schoolwork at home, but this does require you to manage your time responsibly. Your work will be completed in Edmentum Courseware or in Google Classroom. Most courses are made up of five units. Each completed course is worth up to five credits on your official transcript. We determine grade levels based on the total credit earned, and your grade level will remain the same until the next school year. Each unit in Edmentum is made up of tutorials and lesson activities, mastery tests, unit and course activities, and a post test. All work must be complete, free of plagiarism, and passed with a 70% or higher. You'll be invited to our new Student Academy where you'll learn the ins and outs of being an online student, and you'll also be assigned an orientation course that teaches you the basics of navigating Edmentum and completing work online. Speaker 4 00:06:23 Our school year is broken up into four-week learning units. Students are expected to complete at least one to two units each week, for a total of five to ten units every four weeks. Depending on how much work you put in, you can decide when you will graduate. Our program requires that you complete at least five units a month, but you can take up to ten units. At that rate, you can complete a year of school in just six months. You'll be expected to spend four to six hours a day at home doing work. You'll meet virtually with your teacher at least twice a week, so you should be spending time working on your own to make sure you reach your weekly deadlines. If you need additional help, we offer free tutoring, and you may also set up additional time with your teacher. Students have access to life-changing extracurricular opportunities at no cost to your family. Speaker 4 00:07:17 We partner with Pathways Travels to offer experiential learning trips to a ranch in Colorado, a farm in Northern California, Washington D.C., Cuba, Mexico, Europe, and more. These are just a few of the trips that are available to you. Ask your teacher for more information. Students are also able to participate in sports, student groups, field trips, school dances, and other events. We encourage every student to consider college as an option after graduation. Our college readiness program, Crew, is available to all students. One of the best things about Crew is that it awards thousands of dollars in scholarships to students every year. We also offer college tours to give you the chance to visit different college campuses and answer any questions you may have about attending college. We are proud to offer our career technical education program. Speaker 4 00:08:14 To give students hands-on career training before graduating from high school, we want all students to succeed and be able to learn effectively. So we expect our students to follow these rules. Be on time. If you're more than 10 minutes late for an appointment, you may be marked as an unexcused absence. Be respectful to staff and other students. Dress appropriately for online meetings and in-person events. Respond to emails, phone calls, and text messages. This will not work if we're unable to reach you. Always complete your work in your own words and ask for help when you need it. Plagiarism will result in lowered grades and more time spent working to correct assignments. Parents and guardians, please don't be strangers. Your support is crucial to your child's success. Our teachers have a direct phone line and email address for easy communication. Speaker 4 00:09:11 Please follow our school's social media so you can keep up with available opportunities. The school is open Monday through Friday and closes for an hour each day at lunchtime. Thank you for choosing the online program. Opportunities for learning and options for you. We care about your future and can't wait to help you discover your passion and follow your dreams. Speaker 1 00:09:34 All right, all right. So wait, oops, I didn't click the video. Okay, we're back. So I hope that. Our virtual orientation video explained our program to you, to our parents, and as well as our incoming students about what you can expect, our expectations, and so on. And yeah, again, if you have any questions as we move along, please don't hesitate. All right, so let's move forward. So we're going to start off with the key points and expectations. So to my new students, all of your coursework is going to be completed in Edmentum. Edmentum is short for EDM, and that is going to be your one-stop shop. Speaker 1 00:10:10 Which will include you completing all of your tutorials, all of your discussion posts, all of your post tests, all of your mastery tests, as well as all of your unit activities. Now, during your teacher's virtual orientation today, which we already have you all scheduled for, which will be at either 3 p.m. or 3:30 p.m., your teacher will be providing you the credentials so that you can log in and, of course, get started on that curriculum. Now, one course is going to equal five units. So, parents. One unit is going to equal one credit. So that means, with us placing your student in their grade level, we go based off of credit completion. We review the transcripts. So if you have already have not already sent your unofficial transcripts, please please do so. Miss Claudia will be posting her link, her email link, so you can send those over to her. Now, let's say worst case scenario, you do not have the unofficial transcripts. Please do not worry. Speaker 1 00:11:07 Our lovely Claudia reaches out to all of your students' schools, okay, and she gets those officials. It's it's it's time consuming, but she gets it done. So we're able to get those officials going to ensure that your student is placed in the correct grade, so that your student won't be held back within our program, okay? Usually the turnaround to get those transcripts are within 24 to 48 hours, but we do receive them, so the teacher has them on hand, so the per the proper curriculum is provided. Now five units are going to be required on a monthly basis. So with our school months being four weeks weeks long, of course that will require each and every one of our students here today to turn in two units or more, okay, on a weekly basis. Now we are a year-round program, so that means school has been in session since July of 2026 and will continue until June of 2027. With that being said, of course students, you will get some holidays off. Now whether you have completed. Speaker 1 00:12:05 Curriculums to do during those holidays that will be up to your homeroom teacher. In which your homeroom teacher will be providing you more details as we move along in the school year. Now, also because we're meeting virtually and you'll be meeting virtually with your teacher, right, and your post secondary counselor. Very important that you are on time for all of your scheduled Zoom appointments. We do prepare our students for time efficiency, time management. So please ensure that you all are showing up on time, ready to go when. When it comes to those Zoom appointments with your teacher, now as you see, we love to travel. We don't like to just stay coddled up in the house. We do send our students out across the states, of course, and internationally. Speaker 1 00:12:48 This year we'll be sending our students to New York as well as Washington, and if we have some students here that are interested in international travel, we will be sending our students out next year to Japan as well as I think it's Japan and Italy. There we go. Now all of these all of these trips are paid for, parents. So that means you just have your student join us. Now of course if your student will be traveling with us internationally, we do require for our parents to. Supplied that passport, but other than that, room, board, chaperones, experience—it's all there for the kiddos. Now, if we have any athletes here today, we do have in athletic programs available for you as well. We also have esports if that's your thing. We also participate in field trips as well as traditional dances and graduations. So. Speaker 1 00:13:42 We don't just take you in, have you do the work, and give you your diploma. You actually get an opportunity to walk across a beautiful stage, and it's a beautiful celebration if you do decide to complete your studies with Options for Youth online programs. Now, this is a big one, very important here, so I'm going to try to elaborate as much as possible. So, if you need a Chromebook or a hotspot, that means that you do not have an active working laptop or computer at home. And or you do not have the best internet connection. Kindly place your student's first and last name in the chat box below so that we can send you a form for completion so that we can send one out to you. Okay. Now just a few disclaimers. We do not ship out the Chromebooks nor hotspots to FedEx pickup locations. Nor do we ship Chromebooks nor hotspots. Speaker 1 00:14:33 To PO boxes. So once you receive that form after this virtual orientation, you will complete that out efficiently, please, and ensure that you are applying your current home address. If you know you're moving in a week, let's hold off on getting a Chromebook. All right. So please, please, please be detailed. And if you need a Chromebook and/or a hotspot, again, just to reiterate, go ahead and type in the chat box below your student's first and last name so Ms. Claudia can get that out to you. All right, so now here is the meat and potatoes. Student expectations. Okay, so students, just to reiterate, right, your attendance is going to be required during this program. So you should be attending all of your scheduled Zoom appointments with your homeroom teacher, which will be at minimum twice a week. That will be specific days and specific times. All right, like clockwork. Now, for further details regarding your homeroom appointments. Speaker 1 00:15:29 You will receive that information today when you all meet at three or 3:30 p.m. Now to my parents and my 18 plus year olds, if you know that you are going to need to miss a mandatory homeroom appointment with your teacher, that's completely fine. However, we do ask that you please ensure that you reach out to your teacher, your students' teacher, or your teacher if you're 18 plus by text, email, and phone call to excuse the absence. Unfortunately, if you reach out to me, Aida. Or Claudia, we may get it super late, and then it's just a big thing. Okay, this phone goes off a hundred plus times a day. So please contact your teacher if you can. We'll make sure those emails are provided so we can ensure that absence is excused to avoid the truancy. Now, also state testing. We are an accredited program, so with that being said, state testing is required within our program. Speaker 1 00:16:23 So when that information becomes available to your students' homeroom teacher, of course you all will be notified so you can be prepared and ready to go when that time comes. Now, when it comes to your coursework, to my students, you're going to be responsible for completing and dedicating four to six hours Monday through Friday to complete the work. Okay? Really simple. If you do the work, you get the credit, and if you don't do the work, unfortunately, you do not get that credit and you are delaying yourselves. So please ensure Monday through Friday. You are specifically working at minimum four hours or at max six hours a day, so that you're getting that curriculum completed in momentum and turning it in. Now, let's say I have a senior here or hey a junior, whatever, right? And you are in a space where you're an overachiever, you want to graduate quickly. We do suggest that you also work on the weekends. We don't believe in holding our students back, so you're more than welcome to work and do your schoolwork on the weekends as well. Speaker 1 00:17:22 Now we also offer additional support for each and every one of our students here today. Again, these are free services. The first service will be tutoring. We also have extra office hours with your student's homeroom teacher. We also have study halls, and one of my personal favorites, we have direct instruction courses. Now you may be asking why? Why is that your favorite? Direct instruction courses is my personal favorite because it allows our students to obtain credit attainment at an expedited rate. So let's say you have a student that has fallen behind on credits. They're supposed to be a senior, however they're showing up as a junior, right? That direct instruction course will assist your student in quick attainment of credits. However, it is required for you to have your student signed up. And if you're 18 plus, please ensure that you sign up during your teacher's orientation today. And with that being said, just to put it all in a nutshell for our students here today, please ensure. Speaker 1 00:18:19 That you are turning in five units every month, so that you are in good standing within our program. And again, parents, if you're concerned, the teacher is also monitors the work that's being done with your student. So there's a tracker, and you can also track the the timeline as well with your student's completion. Now, here we'll just touch briefly. This is our post secondary counselor, Miss Erica. Ms. Erica will be here to assist you all with your graduation planning, your college and dual enrollment, your career exploration, your transcript review and academic guidance, as well as one-on-one support. So as you're moving forward within our program, you will have a meeting, parent and student. We'll have a meeting with Ms. Erica so that she can support you all at best when it comes to her being a post-secondary counselor and you being our student within our program. Speaker 1 00:19:11 Now we also have additional extra OP resources again available to all, free of charge. Miss Magnolia is our school's social worker, and she helps our families find access to food pantries, toiletries, housing, as well as county benefits. And she also provides counseling services as well as therapy to each and every one of our students here today. So if we have any students that's you know maybe struggling emotionally or need counseling. That's not a problem. Ms. Magnolia is amazing, and she can help you with that. Our second extra OP resource is Ms. Celine. She's our education partner liaison, and she helps our students as well with researching and accessing different community resources. And she too also offers tutoring sessions for each and every one of our students here today, so that they can reach their achievement goals. So if. Speaker 1 00:20:06 Parents, if this is something that you like your students to participate in during your teacher's orientation today, please let your student, your teacher know. Hey, you would like the contact of either one of these young ladies or both, so that we can get you on their rosters and we can get started with that as well. Now, when it comes to the OFY programs, we we also contribute to the college and career readiness focus. So, parents, you may be asking, what is this? What does this have to do with me enrolling my child? What is this? I'm going to tell you. So when it comes to your student enrolling into our program, that means your student will also be prepared and ready to enroll into different colleges, whether that's community or university, as well as workforce. So just depending on the area and where your student is trying to go, if they figured it out, if not, it takes time, right? So there's no pressure. But we prepare your students to make a decision, and we actually help them on their journey while in our program. Speaker 1 00:21:05 Now this will be achieved in one of three ways. The first way will be your student completing an E2G guide. The second way will be your student participating in a dual enrollment, and the final way will be your student participating in CTEs. So only one option is needed for each and every one of our students here today as they progress in the program, and of course that will be discussed with the teacher, parental, student to see what avenue is best to navigate. In regards to one of those three options for the career and readiness focus. Okay. So up next, I'll be introducing Josie. She's our career pathways coordinator. Speaker 2 00:21:44 Hi everyone. My name is Miss Josie. I'm the career pathways coordinator for your cluster, and I'm just going to go a little bit over what that means and what that looks like here at online programs. So. We are what's called a WIOA partner. WIOA stands for Workforce Innovation and Opportunity Act. It's a federal law that we partner with to provide students with workforce readiness. So for those of you who are already working and will need a new work permit now that you're transferring to online programs, I'll be your point person for that. Or if you're interested in working, I meet one-on-one with students to help with job readiness and applications, interview practice. Speaker 2 00:22:25 All of the career and workforce things, and then if you are over 18 years old today, I'll also be checking in with you to go over some of the work experience, internship opportunities that we offer here online programs as well. You'll receive an email from me this afternoon with my contact information and a link to schedule a one-on-one appointment with me if you would like any kind of job or career support. And then also as a workforce school, we have what's called workforce readiness activities. And workforce readiness activities, we call WRAs for short, and those are workshops that we host throughout the month. So here you can see our upcoming workshops for September, and you are required to attend at least one within your first 30 days of enrollment. So in that email you'll get from me this afternoon, I'll have our upcoming workshops as well as how to join. Once you get your school email activated. Speaker 2 00:23:19 I'll send Google Calendar invites and monthly newsletters and just important information. So just make sure you're checking that school email frequently. And then lastly, as a workforce school, we have six different career paths that we have all of our students on. You may have selected one when you completed the registration in Student Track, but for now, I just want to make sure everyone's student profile is updated with a step career path. So if I can have all students now, go ahead and type in the chat. Um, what career you're most interested in pursuing? Now if you're not exactly sure, that's okay. You can share something that maybe you're just interested in learning more about, and it can be a specific job or something more broad like the arts or medical field or owning a business or something like that. So if I can have all students go and type in the chat. Speaker 2 00:24:16 What career they're most interested in pursuing after high school, or I'm just learning more about. Speaker 2 00:24:45 All right, and then it looks like I'm waiting on a few. Speaker 5 00:24:49 Awesome, thank you. I have two. Speaker 2 00:25:00 And then it looks like I'm still waiting on Christians, Angelinas, and Ladania. Speaker 2 00:25:17 Awesome, perfect. Thank you. Speaker 1 00:25:26 Sorry about that. Parents are calling. Okay, thank you, Josie. All right. So moving forward, we've literally made it to 85, 95 percent. You're pretty much done. Okay. So after this meeting, you guys are going to be attending your teacher's virtual orientation, okay? So the same rules will apply. Students, you're going to be receiving your Edmentum coursework, your login credentials, all that great stuff. You're also going to be receiving more information tailored to you on the days and times you'll be meeting with your teacher virtually. Do I have any parents here that are not available to attend their teacher's virtual orientation today, virtually at three or three thirty p.m.? Everybody looks like. Speaker 1 00:26:07 Girl, go ahead. We're we're rambling. Okay. All right. All right. My bad. All right. So, with that being said, um, also I just want to reiterate, no one wants a Chromebook or hotspot. We don't have any names in the chat. I just want to confirm because if we don't receive it today, you'll have to wait until tomorrow, and you won't get it till Friday. So I'm assuming everyone has an active working laptop. All right. Okay. All right. Okay. Sounds good. So hang tight, guys. We are going to be posting in the chat box below the new student Google form. Now, before you click it, I just have a couple of caveats. So the first will be, once this Google form is posted in the chat box, parents or student, we just need one per family to complete this form, okay? Now, once that Google form is complete, it's going to populate on my end. Once it populates on my end, I will call out your student's first and first name, okay? Speaker 1 00:27:03 And you will then be dismissed. Once you are dismissed, you will receive an email within one to three minutes containing your teacher's virtual orientation link. That's the Zoom link for today for the appointment at three or 3:30 p.m. Now, Ladania, Ladania, since you're 18 plus, once you guys Complete your Google form. We're gonna send you to a breakout room with Miss Josie first, okay? She's gonna discuss some cute things, WIOA, all that good stuff, right? And then you're gonna come back. And then once you come back, I'll go ahead and dismiss you. Now, Miss Christy, did you want to be in the room with Miss Ladania when she talks to Josie? Speaker 5 00:27:42 Yes, please. Yes, please. Speaker 1 00:27:47 Yes. Okay. So we can send Mom and and Ladania to the breakout room with Miss Josie. And then when you're done, come back. Then I can dismiss you. Okay? All right, lovely ladies, gentlemen, and our lovely students. Thank you for participating. Please don't leave. Feel free to turn your cameras off and complete those Google forms. And I'll dismiss you properly. Thank you. Speaker 1 00:33:09 Okay , So we have. Okay, so Tigran and Angelica, thank you for completing your Google form. We received we we received it. So feel free to sign out if you. If you haven't done so already, and check your emails within one to three minutes. Thank you. Speaker 1 00:33:37 Sorry, Jalisa. How did I miss you? All right, Jalisa and Miss Alisa, we have received your Google forms. You and Mom are good to go. Did you have any questions, comments, or concerns? Speaker 1 00:33:49 Hey, did you fill out the form, Yeah. Oh, okay. Okay, thank you, Miss Lisa. You all have a wonderful day. Check your emails within one to three minutes for your teacher Zoom link. It's a long form. You're welcome. All right, Ladania, we have received your Google form. Thank you so much. So, Ladania and Miss Christy. Feel free to. You're gonna see a screen on your end pop up. It's gonna say breakout room. You're gonna just go ahead and click that. Once you're done, come on back. Speaker 5 00:34:25 Are. Speaker 2 00:34:37 You able to hear me. Speaker 3 00:34:38 Yes. Speaker 2 00:34:40 Okay. Perfect. Um, just a couple questions just to get started. We won't be too long. Just kind of want to see where you're at. Like, I know you're transferring online programs. Have you been with OFY before? No. Okay. And how close are you to like graduating? Speaker 3 00:34:58 Do you know? Um, this is my last year, my senior year. Speaker 2 00:35:04 Okay, nice. Yeah. Yes, you're almost there. Speaker 3 00:35:08 Yeah, I don't know if like I have well credit wise, it's not good. But yeah. Speaker 2 00:35:15 Okay, so you're supposed to be in twelfth grade, but you think you're maybe closer to like eleventh, tenth, or something like that. Yeah. Got it. Okay, so you still have a little ways. Well, the nice thing about our program is it's obviously like it's flexible, so you can definitely catch up by just doing more work. Um, are you currently working? Are you? Yeah. Speaker 3 00:35:33 Are you currently working? Not the moment. Speaker 2 00:35:36 Okay. Are you in? Are you interested in working? Are you just trying to focus on graduating? Yes. I am definitely interested in working. Okay, sounds good. And then, are you still in Los Angeles City? Yes. Perfect. So we have a workforce partner. They're called YoWat Youth Work Center, and we work with them. We refer students to them, and they have like different internships and paid work experience opportunities to get students into work as fast as possible. Now, I don't know their. Speaker 2 00:36:13 The different programs that they have available differs based off the time of year and funding and things like that. But typically, they work with businesses in your area that hire students, and they you get assigned to a career coach, and then they schedule like an interview for you and like all of the workforce things so that you can start working part time. Would that be something you're interested in? Yeah. Okay, perfect. So this afternoon, like I said earlier in the orientation, you'll receive an email with my contact information and upcoming workshops. But I'm going to send you a separate email with the workforce partners information. So in that email, so I'm going to refer you on my end and give them your information. They'll reach out. The coordinator's name is Miss Leah, and she'll probably send you a text because you'd have to attend like an orientation, make sure you're eligible, and make sure it feels like it's a good fit. They're interested in like the different programs that they have available, and then. Speaker 2 00:37:11 In that email, I'll send you. Um, I'll give you all the like steps of what you need to do. Really, you just need to email Miss Leah that like you're you're interested in it, that your information's sent over. But I'll include all that information in that email that I'll get to you this afternoon. Does that make sense? Speaker 3 00:37:25 Okay. Yeah. Speaker 2 00:37:26 Okay. Perfect. And then if you get more information on it and you feel like maybe this isn't a good fit, like we can always meet and um look at job applications, work on your resume and things like that together. To get you a part-time job outside of using the program, but that, but YoWat is that the program that's closest to you, and they're one of our best ones, so I feel like we should definitely go that route first. Does that sound good? Yeah. Okay, perfect. And then, just as long as obviously school stays a priority, and you're turning in a minimum of at least five units a month, you'll be able to work as long. Speaker 2 00:38:05 Just to keep in mind, though, you'll probably want to turn in more than five units because five units is that traditional pace. And if you're behind, you'll want to probably aim anywhere from like eight to ten. And then, yeah, like I said, I'll send you my contact information this afternoon so you can always reach out to me regarding anything like career or work. And then it looks like you'll be meeting with Miss Maria this afternoon. Do you have any questions? Speaker 3 00:38:31 So, not the. Speaker 4 00:38:33 Moment. One question I have is, is she going to be in AG classes. Speaker 2 00:38:38 Most likely, yes. That'll be a question for Miss Maria when you meet with her at three. She'll assign all of the classes for her. But we have all of our students on an A through G track. Okay, awesome. Yeah, already. So I'll send you all the information this afternoon, and then otherwise you're all set. You can go ahead and don't leave the meeting. Just leave this room and go back to the main session so you can check out with Miss Nikki. Thank you. Thank you. Speaker 5 00:39:06 Thank you. That's for sure. All right, thank you. Speaker 1 00:39:20 All right, you guys. Oh, check your emails. One to three minutes, okay? Okay, thank you. All right, gentlemen, thank you. Thank you. All right, Ladania and Miss Christy, how we, Ladania, you've been smiling the whole time, and I love that for you. Are you excited, girl? Yes, like, and you're just like your attitude, like your positivity, like yes, like. Listen, life is too short. I'm drinking my chlorophyll. We don't got time to be negative. Okay, so I'm glad that you're here. We're so excited for you. Speaker 1 00:39:53 Thank you. Yes. And then, Mom, did you have any questions? Speaker 4 00:39:57 No, mine just got answered, so we're good. Speaker 1 00:40:00 All right. Okay, ladies. Well, unless you want to kick it till four, I'm here. Other than that, check your emails within one to three minutes, and it'll have your teacher Zoom link, so you all can be prepared to meet your teacher. Okay? Speaker 3 00:40:13 Okay. Thank you. Speaker 1 00:40:15 You're welcome. Best of luck, Ladania. Thank you. Speaker 3 00:40:19 Have a good one. Speaker 1 00:40:20 Have a good one, ladies. See you, ladies, later.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=7d39e9bc-e2c6-4946-8cf9-4631218d3cb9&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODkxNDk2MyJ9.CgoKBHNuaWQSAjY0EgsIxOO5-rqDxz8QBRoNMTMuMjIzLjIwMC44MiosTmo4V1Byei9MbUhmbmczOUVjS3BwNmdhUlBZeTh1MGE3cHBCSUFPSEtuST0wmgE4AUIQojlZn79gAAAtdeGMdCuF0EoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.mY8BUtDKG50GomUThBE1T9U3A6NPNFVRy2K5K1rXevU&ApiVersion=2.0	Processed▾	—	✓	Foster Care / Kids▾	—	n/a - non-CW type	—	—	—	✓
Class Review: Foster Care Shared Responsibilities and DCFS Resources	—	Sep 7, 2026	Class Review: Foster Care Shared Responsibilities and DCFS Resources Speaker 1 00:00:00 With their cases and their case management and following through with the parents and everything else that they have to do, that is not that they're not very helpful, but sometimes maybe it's the first time that they've gotten a case like yours, where they have a teenager that they're responsible for, and that teenager happens to have a child of their own, and so if in doubt, always go and consult your DCFS policy. Because sometimes they make demands from us, and we're like, I don't think that's part of my responsibility, or is that something that's correct? So if in doubt, always go to your DCFS policy. Not only for your for your full family licensings, but your regular licensing too. Because sometimes we have some social workers that tend to put a little more on our plate than realistically. So a lot of times, if I feel something is not right. Speaker 1 00:00:56 I will ask my social worker where in the DCFS policy manual just to stipulate that that's my responsibility or that's my job. And sometimes I said, if you tell me where, I'd be happy to provide it. But ninety percent of the time, it's not in there. So that's how you're going to be able to make sure that what they're requesting of you, if you if Feels way out of reach that you're in compliance because I don't want to give you misinformation. And remember, the policy is upgraded, and maybe something was implemented that we're not very aware of. Um, remember the most important part of this class is making sure. Speaker 1 00:01:52 That you understand your shared responsibility plan. So with that said, I'm going to move over, and I'm going to make sure that you understand that this is your shared responsibility plan. We will be including that in your packet because you require or have to have access to this because you're going to be printing it out a lot. Speaker 1 00:02:23 Your shared responsibility plan needs to be signed by your social worker, and it needs to be documented. So remember, the needs of a child shifts month to month, week to week, day by day. So whatever you feel needs to be implemented, maybe you felt that your teenager was going to be able to. Take care of this, and you're seeing that she's struggling. So you're going to come in and implement a little more of your time. Remember, your time is very valuable, and that you, if you are caring for this teenager, you are going to be paid a supplement for the extraordinary care, which is under your SCI funding. Speaker 1 00:03:14 That comes into three categories. You're also going to get paid for the youth parent, a LOC rate, which is the level of care that child requires. For the baby, you're going to get a separate funding, which is going to be a stipend. For the baby, you're going to get a stipend. The stipend comes in different. We we're not sure because we discussed that. My understanding it's whatever the basic rate was. Remember, out of that money, you are going to have to make sure that a portion of that goes for the baby's needs. Speaker 1 00:04:13 When you file a shared responsibility plan, that opens up to two hundred dollar stipend for the baby. So you want to make sure that you are filling out your stipends and giving them to your social worker, or emailing them to her, or getting a confirmation. So once again, how many? How often do you need to have the shared responsibility plan drawn? Speaker 1 00:04:44 That's a question for you guys. You're the students. I want to make sure that you understand. Okay, the department requires by law that it is registered every three to six months. Yeah. Okay. Okay. But what did I tell you at the beginning of the class? The needs that needs change. The support that you need to provide will change. It changes day by day, week by week, month by month. So if you are going to be increasing your responsibilities, it is super important that you draw another share responsibility plan, so that it is on document. Remember that initially, when the when the mom has a baby, she's going to be overwhelmed. her Her hormones are going to be off. She may have postpartum depression. She may have. Speaker 1 00:05:42 A lot of other stuff happening to her body that she's going to be in high alert, and a lot of these kids that do have mental health issues, because a lot of them don't want to take medication and compliance, or they're going to be breastfeeding, they stop their medications, and so you enter some crisis. So we need to make sure that you have the ability to draw a sharedd responsibility plan, and remember. You can drive by yourself with the minor's parent, okay, and then send it to the social worker so that you got you can over the phone or in person review it, and she can go ahead and sign it and file it, okay. The reason why I'm going to tell you why I did this because I. Speaker 1 00:06:40 My granddaughter just turned eighteen, and I was pretty much the first foster parents to get funding for them, for both of them. My my daughter Melissa and my granddaughter Destiny. I did want to let you know that I was having to do this almost like every three weeks, because things shifted at school. Things shifted for the baby. The baby got sick. The baby, you know, my daughter was breastfeeding. She did have. She was bipolar. She did have a lot of. She was bipolar mix. So we had a lot of depression, and then we had a lot of happy moments, and then we had a lot of anger. And she, her eating schedule was so whacked. She because she was breastfeeding, because she had just a baby. She was literally eating like every two hours. Her anxiety was really heightened. And so, for provisional purposes, and because of. Speaker 1 00:07:39 Liability purposes, I would draw a shared responsibility plan as often as my daughter Melissa felt we needed to implement or shift, you know, the support that she needed, so that that way we would both be supported. So, don't feel that this shared responsibility plan only has to be filed every six months or every year. Because if you do, you're, you know, things could happen day by day, and so you don't want to take the responsibility of, you know, legal responsibility of a child that you could have. Hey, this is how you can also have documentation that the mom's needs have increased. Remember, your SCI is based on the mother's needs increase. Okay. Speaker 1 00:08:38 Her LOC funding is based based on her level of care that she requires and supervision and it and assistance. And so, a lot of us, this is a to go for what for your increments. Your shared responsibility plan is the number one thing for your funding. Okay, it has to be filed. You can implement it as often as you need it. You utilize it for documentation purposes, and also for safety purposes. Every time you draft one, you're going to send it to your social worker so that she can file it. It doesn't make sense for you to have it because it has to be signed off by the social worker. And you're also going to put on there what are the needs because maybe the girl just had the baby, so she's going to stay home for six weeks, right? Speaker 1 00:09:33 Maybe she's going to do homeschooling. She's adapting to being a new mama, you know, diapering, you know, what we normally do when we have a newborn. You know, we just kind of like get used to the baby's routine and we're sleeping when the baby's sleeping, and you know the self shared and all that other stuff shifts. So what happens after six weeks? Like, where where's the baby going to go? Like, and that's where you're going to have to make sure that you're advocating like dayshared. Well, there's some dayshareds that won't take babies until like their 14th month, 14th week, correct? So you're gonna have to start doing your homework. So that's the reason why you want to make sure that, you know, you're drafting your shared responsibility plan because when the social worker signs off on it, that opens up for what funding, for services, for referrals. So, um. Speaker 1 00:10:30 Remember the other thing too is modeling and teaching sex and gender roles to our young children are very important. We don't want to cross a line. There's a lot of controversy right now. You know, what's correct, what's not. You know, I had I had a therapist, and I want to make sure that you guys understand that we can't impose our own values or. On others, but I had a therapist that, after having a married for several years, him and his wife were successfully got pregnant, and so they didn't want to pick out a name, they wanted a neutral name, and we said, okay, well, what what's a neutral name? He goes, one that will work for a boy or a girl, and so when we asked, like, are you guys gonna have a a gender reveal, and they said no. Speaker 1 00:11:29 And, you know, we would ask little things because we're, you know, people are curious, and you know, it's their first baby and whatnot, and the coworkers, and you know, I had my—it's a whole wraparound team. It was one of the one of the personnel from the wraparound team, and so my daughter had some, you know, would ask these random questions, right? And he'd be like, "Why are you asking that?" And be like, "Cause I mean, I'm 16. I don't want to get pregnant, but..." I am sexually active, so I do. I have concern. I I do have questions and whatnot. It'd be like I think those are more appropriate questions for your female therapist. And he's like, but none of them are pregnant. You and your wife are pregnant, so my daughter would just test him, test him. And so one day we were having our our CFTs, and they all got on him, even the other therapists. And they're like, why? And he's like, look, we want to respect my. Speaker 1 00:12:26 Our child, it's going to be our only child, and we don't want to gender them. So if she's a girl and decides to be a boy, we're going to respect that as an early age, as developmental. And and I said, but that's really hard. My husband had a problem with that, and so we went into a debate, right? And at the end of the day, I told my husband, hey, that's his child. He goes home to that baby, whatever he wants to implement, whatever it is that the lifestyle that him and his wife. Have that's none of our business. We have our beliefs. We have our religion belief. We have our thing. We taught our kids: you're a boy. The only difference between a girl and a boy is your vagina and your penis. That's it. You know how do you take care of it? You're a boy. This how you shower. This how you, you know, this what you do. This how you self care for yourself. The girls the same thing. I said either then what's their preference? Speaker 1 00:13:24 That's on them as they develop, okay. My daughter, my granddaughter, when she was 13, she came over on the weekend. It was on the summer, and I could tell something was off a lot. And she was here for a week, and she would come and she would hug my grandpa, my my husband a lot, and my husband be like, "What's up with her? Something's off. She's hugging me too much." And so I'm not the hugging, hugging grandma. I'm the more dictating. I'm the more, you know. Speaker 1 00:13:54 I show my love by actions of love, and it's not like affection. And so she'd come and she'd kind of lean on me, and then finally, right before her mom came, was gonna come and pick her up. She said, "Grandma, if I tell you something, will you still love me?" And I said, "Destiny, I will love you no matter what. I'm your grandma. Grandma's love are unconditional." I said they come with limitations, but it's still unconditional because I always I don't want to get myself into a situation, right? So, she came and she said, "Well, what about Grandpa?" And I said, "Well, why do you think what what do you think you've done or or you're gonna do for you to be concerned?" She says, "Well, I don't know how to tell my mom, and I don't really want to go home." And I said, "Why?" And she said, "Because I think I'm gay." She was thirteen. Speaker 1 00:14:53 I said, well, why do you think that? She goes because a lot of my girl, a lot of my girl friends, they all have boyfriends, and I'm not even attracted to guys. I think like I look at the girls, how pretty they look and stuff. Like that's all. I said, you know what, honey? I don't know how to help you there. I said, but I think that's something that we all go through. I see a lot of girls, and I'm like, man, she's so pretty. Oh my God, the her body is so great. Oh, look at her boobs! Look at this! Look at that! I said that's typical, normal. I said you're 13, your body's changing. You're, you know, seeing different things. I said, but if you're attracted to somebody, then we're still gonna love you either way because who you decide to love is not a condition of how we love you. And so when her mom came, my daughter called me. Speaker 1 00:15:46 She's like, what the heck did you tell Destiny? What did you did you take her to one of your classes? Did you indoctrinate her? Did you? And I said, Melissa, one of my classes is just to help support support others in areas that they have. I said, so what's going on? She goes, Destiny just told me she's attracted to women, and that she's probably gay. And I said, what did you say? I I didn't know what to say, so I said, I'm gonna go take a walk. And I said, and did you say anything? She's like, no, I did what I normally do. Like when I don't know what to do, I go take a walk and I call you. And I said, okay, well you need to come back and you need to hug your daughter and you need to tell her that you love her unconditionally, and whatever preference she chooses, is on her. But she's still a girly girl. I said, let her be who she is, because my granddaughter one day she'd be nothing but dresses and skirts, and another day nothing but tomboyish. Speaker 1 00:16:41 I said, let her find herself. But as a parent, all you need to do is allow her. The other thing that I do want to remind you in this area, and the reason why I'm talking, telling you guys, is because there's a lot of circumstances. And I had this discussion with a new foster parent, and the new foster parent said, "Do you believe that it's nurture?" Speaker 1 00:17:10 Or, or is it you believe in the gender roles if it's nurtured, or you know genetic? And I said, what are you talking about? Because he caught me off guard, and he says, I have a foster child that came into my home, and she has a baby. The baby's three months old, and. Speaker 1 00:17:41 She got pregnant, obviously. She said, but she says she's gay, and that she wants to be a man, and she wants to go through all the changes and the hormones and stuff like that. And I think, like, is it, is it something like trauma? And I said, I can't answer that question for you. I said I can just tell you different circumstances, and. I gave him four, you know, of of personal things, and I said, look, this this particular person, when she was growing up, her grandmother and her mom would always tell her she was fat, she was ugly, no one was going to look at her, she was never going to be able to hold on a man, blah. Said then, she found this guy, that started talking to her, she started dating the. Speaker 1 00:18:38 Grandmother and the aunt were so happy that a man looked at her. You better take care of him. You better make sure you, you know, you're on your knees and you know whatever for this guy. And so, she went ahead and was in a relationship with this guy for a while because that's what she felt was gonna give her the love and the acceptance of Grandma and Mom. And unfortunately, this guy was. Physically abusing her, sexually abusing her, and when she finally said she couldn't handle it anymore, she tried to commit suicide. And it came out that he was being physically abusive and sexually abusive, and not only that, but was trying to pass her on to some of his friends. And so she decided, that's it. So a couple years go by, and she was really young. Speaker 1 00:19:34 And when she turned 18, she told her mom that based on that experience, that she would never trust a man, and that she was going to have. She was going to be gay. And her grandmother broke down and said, "You don't even know what you're talking about, you know. You don't know the life. You're going to curse us all, you know, religiously and stuff like that." And it was really hard on her, but she had. She ended up moving out. She went to college. She moved out. Found a girlfriend. They moved. They were sharing. Sharing an apartment, you know, cohabitating, and she was happy, but she couldn't tell her parents because she was not going to be accepted. And I said, so, did they nurture her be that, turn into that based on the circumstances of her life? I said, I'm going to leave it up to you for whatever you think. I said, I'm going to tell you, for myself, I have a amazing, beautiful. Speaker 1 00:20:32 Person in my life said my my cousin got got his girlfriend pregnant at high school. They kept the baby. They had a. Speaker 2 00:22:00 Yes。 Speaker 1 00:24:04 Beautiful Little girl. I said that little girl grew up because of the religion, because of what the expectations were, because of the gender role that she took on. I said, she is a girl. She is. She was a girl, but she never identified with her body. I said so when she became of age, she graduated high school. Um, she came out to her parents and said, " I, I, I don't identify with this body. I did this because of our religion, because of your expectations." Speaker 3 00:24:40 Taking my W-2 to 28, which goes over to. Speaker 3 00:24:49 Pregnant and a. Speaker 2 00:24:52 Teenage mother. However, in. Speaker 3 00:25:07 The same token, came to my mind. I. I do want to apologize. The fact that I think the world of you and think you're an amazing person, but I am terrible at friendships. Come on. Speaker 3 00:25:49 That's amazing. I should tell you more. Absolutely, you're one of the few people that I massively respect, and I even look up to. I know what your girls. Speaker 2 00:26:10 Are pretty amazing. Speaker 3 00:26:34 Hey, I never checked in with you to tell you what had been with me getting sick, but things got better. And I never should have call you to give you results. They started me on a new round of treatments, and oh, things got way better, and I am better now than I was even better than I was. Speaker 3 00:27:18 Life has been a little crazy. I don't have two kids. I'm not fully, as much as can be, without me fully adopting. Who was? Speaker 3 00:28:07 Hey friend, I just saw your TikTok being on Ozempic, and since I am now entering my second year on, well, I was on the GoV. I just switched off to Zepbound. If you need help with anything or want to answer some things by me, please feel free to do that. I will tell you, my Zepbound was much better than the Rybelsus, which I know Rybelsus is the other name for Ozempic. However, some people do really well on Ozempic. It just made me sick all the time. Speaker 1 00:29:13 Because I, and the parents shunned her. I said, and now, he's an amazing guy. I mean, she went through her transformation, and she has, you know, gone through the thing. And unfortunately, she lost all support of the majority of the family. But she's living her own truth and her own life. So I'm not going to say, you know, she conformed. And the expectations that she was seeing, but she never conformed to what she saw in the mirror and what she reflected. So, at the end of the day, it's her life, it's her choice, and you know, whatever it is that she is going to do, she's going to do it on her own. I have an amazing friend. She's one of my colleagues. She was one of my clients, turned into one of my colleagues, and obviously a friend. Speaker 1 00:30:09 Her daughter had a son. You know, she got pregnant. Her she didn't find out she was five. She went to a homecoming, and one of the guys in the football team invited invited her to the homecoming. She had never had been asked out. Her mom, her aunt, they were so happy for her because they're immigrants and it was a new experience. And it was like having a quinceañera or something similar or being, you know, it was important to them because you know. Their daughter was being acclimated to this new custom, and homecoming, they thought was a big deal. And after that, she changed. She changed a lot. And she was about a couple months went by, five months, and she was in the and she was in the school, and the school called her because she said she was constipated. Found out she was six months pregnant. When she took her into the emergency room because they thought there was something else going on, they also found out that. Speaker 1 00:31:07 She was still virgin, and so these guys sodomized her. It was three of the football team, and so she ended up having a baby, but she she ended up having a baby, but she never ever connected to that baby because of the trauma, because of the anger, because of everything that was going on. So grandma ended up raising this child since he was one, and her daughter, she's like because of that incident, my daughter is gay. Speaker 1 00:31:38 And I said that's a choice because her daughter goes both ways. Speaker 3 00:31:42 She's had to. I will tell you, all my autoimmune symptoms got so much better being both parents, but it's a thousand times better now than it was before. And when I was in the hospital a few months with the gallstone and infection, I had some. Off of my biologic, and it took six weeks before I went back on my biologic. And I will be honest, I didn't have any of the flare symptoms I had when I took my biologic. And the only reason why I went on it again was just to kind of keep things at bay. Speaker 3 00:32:56 I'm able to be way more ambitious than I used to be. As evidence now that I have two kids, Speaker 2 00:33:08 I can keep up with them. Speaker 3 00:33:26 I honestly think Ozempic and Zepbound and that entire class of drugs is really good for a lot of people. Not everybody, but most people I've talked to had similar results, and I believe it's true as well. Speaker 3 00:34:25 I get that completely, especially the co-parenting group because I'm co-parenting with the state. Oh well, although I don't envy you either when you co-parenting because it's never easy. Speaker 3 00:35:24 Sorry, I'm very talkative today. I do apologize for that. I don't know what's come over me, other than the fact that I'm having an amazing day. And by the way, I miss your face, and I think you are an amazing mom, and I am so proud of you. I see your videos of you and little man, because I know it's not easy, but. Very proud of you, cause you're amazing. Speaker 2 00:36:51 Okay. Speaker 1 00:39:40 Both relationships. She's still trying to find herself. She finally she did get married several years ago, twelve years ago. Her her son is now twenty three, and he was a failure to thrive, and that's where I want to lead, because of the trauma, because that baby's being we we talked about the developmental of the baby. Remember, I showed you guys that video, how that baby is digesting in the in in the wound and everything that's happening in the mom's body is also baby's being nurtured by that. So the baby was born with failure to thrive, and he's had a lot of health issues. But grandma has pushed him through. He's 23. He's an amazing kid, but he's never been around the mom because the mom has always rejected him because of the circumstance. And we have to realize that a lot of times, if our girls were sexually abused, and that's part of the the outcome of their sexual abuse. Speaker 1 00:40:37 That connection may not be very strong, or may even though internally, they want to connect to that baby, something mentally is is in the way. Speaker 3 00:40:48 Okay. Speaker 1 00:41:04 So I've had I've had about. Seven. They're babies, and that's why she became one of my colleagues. Had another one that she came to this country. They were illegal. Her and her husband, her sister took a man. The boyfriend took a man. The boyfriend would drop off the kids at school. And she, her daughter was only 11 years old, and he sexually abused her. And when they found out, because he said he would deport the parents, that he would make sure that whatever, the father, um, didn't come home one day. It turned out that He drove him down to the border and dropped him off at the other side of the border, and he didn't have no way to come back. So he ended up going home and calling his wife, and then that is when they realized that. Speaker 1 00:42:00 This guy had been sexually abusing his daughter, and ended up she was pregnant. She was three months pregnant, and the auntie and the grandmother did not allow her to abort. This little girl, when she had the baby, she was little girl. knew she was a mom, but it was a toy, and so the baby ended up in foster care because the baby she wasn't feeding him, she wasn't taking care of him. She was. Consistently supervise with that baby because mom was working and was working, and baby was was you know wasn't thriving. And so there's a lot of things, and that's where I'm letting you guys know that shared responsibility is really important because you need to you need to have that survival instinct that something is not right. So if you're taking that baby to that well baby checkup, the doc you know you're going in with her. Speaker 1 00:42:57 You're making sure that the weight is is being consistently, that the feeding is being consistent, that she's self-caring for herself, giving herself a space because you're providing that space. You know, it's more likely to be successful. So once again, it's really important that we do talk to our teens. It's not just like I'm supervising, and if you're not, I'm just gonna say because. Some of us were never brought up to, you know. My grandmother never talked to my mom. My mom didn't know how to talk to me, so she put on some videos, you know. And this was when I was about fourteen, you know. She went out and she bought some videos. We're not, I'm not gonna say appropriate videos because she did put on a pornographic video for me so that I would know what about sex was, not only for me but for my. She set my. Speaker 1 00:43:55 Cousin and my mom's two younger sisters, and my sister and me, and so she wanted to talk to us about having her period because nobody told her, and she thought she was dying, you know. And so, anyways, we do what we do, but we have to remember things have evolved so much. There's so many videos out there that if we don't feel comfortable, we can just share a video with them. Okay, talk to the social worker. The social worker can refer her to maybe Planned Parenthood, where they can go have a class on more appropriate, you know, methods. And that's something that I wasn't comfortable with because I told you I couldn't have any other children. They told me I would never be able to have any children. I've never used contraceptives. I've never had, you know, to use it. I don't use condoms. I I've been married for. I married my my husband. I was twenty one. He was twenty. Speaker 1 00:44:50 Three, we've been the only person we've been with, and it's really rare. But at the end of the day, I didn't know how to talk to my girls about it because it wasn't something that I think. So what I did was research, take some classes. We do have some classes that the college and the Department of Children's Social Services has outlined, if you are caring for children age eleven plus, and how to talk to them about the reproductive. System, birth control, and other important developmental changes. And so, I would highly suggest that if that's something you're interested in, that you reach out to your social worker or to the college to see what they offer in that area. We do have classes for LGBTQ. Speaker 1 00:45:39 We do have other educational classes, and once again, it's a review. This is a 16-hour class. There's no way I can give you all of that. That's not that's not one of my specialty areas, but I know that we have some amazing qualified facilitators that teach those classes and that connect you to some vital services. And so I encourage you to continue to support and and grow in areas that. You probably didn't know you you could do. So I'm just gonna say, I've explored so many things as I've supported my girls throughout the years. You know, and I there is not a therapy. If they give me a diagnosis, I will explore every prognosis available to support them. Not everything works for everybody, and so when I've done behavior therapy, ABA, I've done ABC, I've done intense mod. Speaker 1 00:46:37 Modification behavior service therapy, you know, every one of my kids have been different, and so what works for one may not work for the other. And so I I encourage you to continue to explore out there. And once again, if you don't feel comfortable, you can always have your social worker sign your child up for a class that can give them the vital information that you're not very comfortable with. Speaker 1 00:47:11 So I'm gonna move forward. Parenting discipline. We talked about that. It's a parent's responsibility to discipline their children. We can guide them if we feel that they're not disciplining appropriately. We can give them some modeling, some examples or suggestions. We can also maybe sign them up for a parenting class. Remember that socially, culturally, the influences of a parent is you know parenting can shift. It takes a village to raise a village. Unfortunately, a lot of us cannot expand to a village because of certain circumstances, culturally, etc. Just the there's so many dynamics right now, especially right now in California. We have a mixed culture. We have different things, but at the end of the day, you know, we have to remember when we talked about influence. Speaker 1 00:48:07 We used to have these epidemics where they're like, did they all drink the same water? You know, because all of a sudden you had a bunch of little girls all coming out pregnant at the same time. You know, you see these in the movies and stuff like that. And so it's really important that we talk to our kids about being individuals and not being influenced by others to do certain things or to fit within. And so with that said, I am gonna just jump in there. When we have kids in middle school. They're learning how to navigate and how to socialize and do boundaries, and it's a very difficult time, especially when we're not supporting them, we're not guiding them. Yes, they are a pain in the butt. Yes, they shun shut us out 99% of the time. But if we model, with my teenagers, I would come in and I would be like, "How was your day?" They wouldn't respond. I'd be like, "Well, let me tell you how my day was," and then I'd be like sharing my stuff. Speaker 1 00:49:06 And then, so my son, my son Mark, even though he has autism spectrum, before I asked him because he didn't want to be asked because you know he had the autism spectrum and sometimes he would be picked on or whatever and he he didn't want to open that can of worms. He wasn't ready because I always allow my kids to to just breathe in and just decompress everything before they come into the house and they scratch right. That you came from school now you're coming home. Like just breathe through it and get into your new place. And so he would always be like, "Hey mom, how was your day?" And I'd be like, "Oh, I had a really great day. What what was great about it?" And then I realized he's just not only what I tell ask him because he had the autism spectrum, so he would only answer what I asked him. And then I had to like get that next. So he was just repeating. So as for him, it was kind of a routine. Speaker 1 00:50:05 And even though ninety percent of the time things that I was telling him was going over his head, he just had those five repetition sentences that he would ask, and he would ask those to his siblings too. And so, with that said, I do want to let you guys know they are paying attention. They just sometimes need to breathe and decompress, and just like it's hard out there, guys. I have a lot of Hispanics. Families and they don't realize because they don't they didn't come to school here how much stress it is on our teenagers and our kids. I I see my cousins because I have cousins and I go to Mexico now that I'm older you know and I say my retired, and their kids only go to school for three and a half hours. It's instructional. They go the either because they don't have many schools and the population is so big. Speaker 1 00:51:01 They either go to school from nine from eight thirty in the morning to eleven thirty, and in between the parents they don't offer them food or lunch or anything. The parents have to go take them food, or the kids have to take a snack, and they only get ten minutes. And after school, they have different activities. They have different after school curriculum stuff. Kids that you know, and then the kids. I'm gonna just say, probably from like sixth grade on. They work. Their parents have businesses. The kids are working, you know. And so, if the kids are in the morning shift, they're home by around eleven, twelve o'clock. If they go to extracurricular, I'm they're home by two. Lunch is at two, so the kids start at four, and then they come home, like at eight o'clock. And so, thus that's the night shift. And so, I, it's really different than here. And I tell my cousins. Speaker 1 00:51:59 Like it's so hard because when we go to middle school, our kids go from one teacher, maybe a PE or an extracurricular activity where they shift, all of a sudden six classrooms, six different adults making different demands from them. Rules are shifted, the room is different, the lighting is different, and so when you have a child that's suffering from trauma or has, Anxiety, or is going has severe sensory. It's really hard for them to acclimate and adapt. You know, and then in between they have recess, and then they have lunch, and then that's the time they have to socialize. And in between that socialization, kids are harsh. You know. Speaker 1 00:52:54 The The reason why you're getting a pushback is because you have to go through like an SST first, and they have to try. If you so, if you know the triangle of special education, you familiar with it, yeah. And the reason why I was asking is because a lot of times we have like we have to do an SST, and then we have to try the 504 plan, and then we have to go through the IEP, and then after the IEP, they have to try to make sure that they're in a general class. But if it it goes pretty quick if they failed. So if you're If your daughter, if your foster child goes to school, and this a reason why, is because my daughter, she started having a lot of the one I have at home, a lot of insight. She's really smart, but she just could not acclimate with her traumas and everything else that's going on. So we went through really quick. We did an SST. We went through a 504 plan within 30 days. I'm like, this not working. We're having a lot of different episodes. We went to an IEP. Speaker 1 00:53:51 She ended up, you know, trying to commit suicide. She was in the hospital for 30 days. Then they brought. She came back for about two weeks. It was not. She was having a lot, a lot of anxiety attacks, and so we ended up putting her in Magnolia Park. If you want to look into set something similar, it's called Magnolia Park. It's a mental health setting. So it's a non-public school, but it's not where it's a kind of like a residential or what? No, it's a small little school. It's called Magnolia Park. It's actually conjuncting with a continuation kind of setting, and the girls can go to and from like the the continuation where they do packets and they only go twice a week. But if they're in this particular setting, they have a full wraparound team there. It's only 20 kids in the school. Speaker 1 00:54:46 They only they have a two therapists on board. Every girl is assigned to a therapist, no matter what. They have a psychiatrist that's on staff on campus that will address some more higher concerns. And the racial is one teacher, and three and two TAs, for only ten students in per class. And so they get a lot of one-on-one. So when my daughter was going there. Because all the girls have similar, you know, anxiety and traumas and stuff like that. They were they're able to like address those issues. When you're addressing those kind of setting, you know, they're in that kind of setting. They're getting the full wraparound support. And in addition to that, she was like in continuation. She do packets on her own, you know. And so sometimes she just sit in a corner and do her packets. So she was able to graduate six months earlier. Speaker 1 00:55:43 Because academically she was smart and she was alert. Speaker 1 00:56:06 She just needed the right kind of setting. They also had another room. Where they she could put on her headphones, listen to her music, and just knock it out like just read it, do your packets, get through it. You know, they had another they had a quiet room and they had a a smaller setting where there was just two two kids in there with a one supervision adult, and um, all these girls were thriving where they weren't thriving in school and they came from different areas. Now. They do do transportation, so the school will provide. It's a non-public school. It is expensive, but you can have your school district pay for it. If they don't have something comparable, you've already tried A, B, C, or D, and you can also make it mandated. So if you know the system, you can call a child's attorney, make them enforce it. And I'm just gonna tell you, I had, I felt. Speaker 1 00:57:01 Because, like you said, you have the clinical part, and all of us do too. But when we are connect emotionally connected to somebody, and we're advocating, we everything goes out the window. Like we lose focus on exactly what we want. And so when I used to go, I had this little boy who had severe health issue, mental health issues, and so I was struggling. Even though I knew the system, even though I battled with them in the school district and whatnot. I just felt like this kid overwhelms me. His needs are so massive. I expected DCFS to put in a special education liaison, and I was fighting for a non-public school with a one-on-one, if to step one-on-one with a behavior therapist on on campus and whatnot. And I knew what I wanted, but my emotions would get in, and then they would. Speaker 1 00:57:57 I would just shift it, and I said, no, we're not doing this. We would table it back in, and so I came in, and she said, well, what do you expect? They're already giving you everything. I don't know. You should be thankful. And I felt like, what the heck? You're not here to tell me I should be thankful. This school district is giving me more than my child deserves. I, this is there's more that he can get, and that's what I want. And so I finally, I kind of got her to the side, and I said, I don't know how you got this job. I said, but. Where your qualifications come from? I said, but you're not here advocating for these kids. And I said, and I, I'm sorry, I even, you know, I thought you would come in here, you would support me and whatnot. And I said, I, I got on the, I really did call supervisor and I said, this is ridiculous. Like if you have these kind of people that are saying, be grateful for what you're getting and you're not fighting for your kids, like where are you? You know what are we? And I told you, I want to say, I'm 100% for my kids. The moment I take them in, I'm going to see them through. Speaker 1 00:58:57 You know, I had one of my daughters that was in one of these settings when she came into me because she had a lot of, a lot of trauma and a lot of uh, self harm behaviors and whatnot. So she was in La Canyada had a an amazing plan, and actually the director of of Magnolia is the one that used to run this program, and so that's why when they said, well, what are you expecting? I said, I want something that works. So either send her to La Canada or send her to Burbank because they have the program, and so you may not have it in Glendale, but they have the program, and so vendor it out. I don't care, get it done. And so, I had my amazing Winter. She was super bright, but she had a lot of trauma, and she was was coming to the school, and the and she was super smart, and she could have graduated a year in advance. Speaker 1 00:59:53 Because she had all the grades, because she had the smarts, and all she wanted was to go to prom, because that school did not have prom. She just wanted to go to prom, and my school district said she has to be in school to be able to go to prom. And so therefore, I said, well, can we bring her in for two day, two classes? Because she did have an IEP. This is her homeschooling, and you guys are paying for that at the school. So why can't she's really great? Why can't we bring her in for two subjects? Like PE or something else, something something that's not gonna give her a lot of stress and something that she's like her elective. Give her art, give her cooking, give her an elective. You know, but she's here, and so I got her there, but she could not handle a regular high school. Her anxiety and her distress and and her outbursts were increasing, and she had an outburst maybe a week into, but she didn't want to quit because she wanted to go to prom and. Speaker 1 01:00:49 It was only two weeks away, and she had a massive meltdown, and she did self harm, and so I called her her team, and as I was waiting, I had to make sure she was safe, so I was at her door, and Melissa was, Melissa was placed with her a week in advance, week difference, and that's when I had Melissa for eight months prior to her going home to her dad, and so Melissa got out of the room, and she's like, she's freaking crazy. First she wants to go this, she wants to do that, you can. And I said, and she was angry. And then she said, "Why do you even give us?" And I said, "Because I'm not your mom, and I don't know what happened to you, and I don't know who failed you dramatically. But I believe in you. You're 17, Winter. You have your whole life in front of you, and it sucks what you had to go through, and it sucks that you had to go through so much at your such age, but you're here with me." Speaker 1 01:01:47 I want to be your mom. I want to be your mom, and that role model and that person that believes in you. And if you want to go to prom, I'm fighting for you for that. But if you feel it's too much for you, we can compensate doing something different. I said because you can go to prom, on a date. You know, I said we can find somebody that doesn't have a date that you can go with, and you can still have the hundred percent experience. She didn't know she could do that. Speaker 1 01:02:18 And we have kids that are in special ed that don't have that availability. So what we had, we had a couple appointments. We made a couple lines, you know, a couple parents. I reached out because I have kids with severe mental health and mental and disabilities, and I sent out a little like you know phone tree, and I said, hey, I have an amazing girl that really wants to go to prom. Any of your boys are don't have a date and really want to go to prom too or have that experience. Can we like get together? And so, two of my girls ended up going to prom because they wanted to go to support Winter because she needed somebody for that support system, and obviously in case these kids were really, really like, you know, severely autistic that they weren't just in a corner somewhere, you know, that they were going to go in there and dance together. So you know what? There's so many different things we can do. The thing is. Speaker 1 01:03:16 Working for them, and like I said, where emotions get involved, we lose. We need to stay focused when we're advocating. This is set the goal, set the objective, and go for the target. Because if you get your emotions involved, and we live in emotions, we don't get anything done. Okay. Remember, you're gonna have kids. Set yourself up for failure, because she could be in a honeymoon stage. These girls have learned to survive. These girls have learned to survive, so they become what watchers. They they kind of pick up on what area you're are your vulnerable and your weakness, and where and so I I got sapped a lot. I'm really good about the honeymoon stage. You'll have kids that come in here. They're reactive. They're hurt. They're angry. They're resentful. Speaker 1 01:04:15 They don't want to let you in because they've been let down so much, and those are the kids that I want. I'm like I can work with that because I know it comes from hurt. I know that it's vulnerability. They don't want to drop their guard because they don't want to be discharged again. They don't want to be abused again. They don't want to be you know just shifted. But the kids that come in very compliant, very things, those are the ones you really wanted to watch out for. Okay. And the reason, and I'm not telling you, because some of the kids, like you said, it comes from trauma, it whatnot. But the bottom line is, they're observant. They, they, you know, they, they learn to kind of survive. And many kids to survive, you just kind of stay in the corner. You're only, you know, you only give out what is expected from you or what is, you know, needed from you, and that nothing else. And so you want to be careful because. Speaker 1 01:05:08 If they're in the honeymoon stage, it'll take about eight weeks for them to show their true colors. So if you're only one week in, advocate, make sure that you're give her allow her empowerment, a lot of self think, but be aware that she never had the power empowerment, so she may not know what to do with it, and so she'll fight you on it. It's it's it's unfortunate how much a lot of these young kids go through, you know, and so. The only thing I can just tell you, I'm just giving you heads up. Be really careful because 90% of your kids are super intelligent. They're smart. They're they're survivors, you know. They're survivors, and so they've learned by adapting to their surroundings, observing before they act. And some of them who are completely like, I don't care. I've already been hurt enough. What if let her give it to me? Give it to me. That those are the kids that are confrontational, right? Speaker 1 01:06:07 And you can you, they're telling you, like, with their verbal cues and their words and stuff, what what they're afraid of, like you know, and so that's why when I'm telling you, I got, I had winter, and she just pretty much got up and got in my face and it's like, so what makes you different that you're gonna, and I'm gonna excuse my language, give a shit, and I said, because I believe in you, because you're an amazing young girl, and that I and I teared up and I said. That it hurts me that you've been hurt so much and you've been let down so much, and that you have not had a a role model to show you the true person you can become, because inside of you you're so amazing, but right now you're blindsided and you can't see it. And so I'm gonna back off. I'm gonna give you a space. I see that you're just upset. Speaker 1 01:07:04 So we can do one of two things. You want to go in the shower and take a nice warm shower, because the PEP team is on their way. You know she had wraparound. I said your PEP team is on the way, so that you can be ready to like cash it out, or we go the route that we need to go. Because I need to make sure you're safe and everybody else is around safe. So are we gonna do a 5150, or are we just gonna hash it out and and calm down? She's like, no one's ever giving me that option. Ninety percent of the other foster moms would just call the PEP team and said, "Get her out." And I said, "Well, I'm not going to get you out because I love you and I want you here. But I want you to want to be here." And I said, "Because it take I can't do this on my own. I need your cooperation and I need you to want to be here because if you don't want to be here, there's doesn't matter how much I fight for you and how much I advocate for you and how much I endure because you put me through a lot." I said. Speaker 1 01:07:60 You've only been here for two weeks, and you put me through a lot. I said, and I probably wouldn't have done it for other people, but I'm doing it for you. I said because I believe in you. So, took a shower. She came back, and my husband got home, and he went and hugged. He he went. He she went and hugged him. The PEP team arrived at that time, and he she tried to sit on his lap, and my husband. We had already had that discussion with her, because. She had a. She was, she was born. Um, she was born. Um, into this. Her mom was a drug addict, and another drug addict. Um, reported her because her mom, you know, mom was on heroin, and she was shooting up the baby, the heroin. And so she he reported her, and she was only about a month, and she had her on the streets. And so. Speaker 1 01:08:57 She ended up going into care, but she she got adopted when she was five by a teacher and her husband. And three years later, they adopted another little girl. And then the husband had an affair, and the mom had went through a depression. She didn't want them. Dad took them, and she wanted her dad. Her dad was very enduring and loving, but the new girlfriend had her own kids and felt his kids were a bad influence on him, and started. Instigating, instigating, instigating, where he pretty much just brought him back to the ex-wife who was not mentally healthy, and they ended up in the foster care system, and then that started her whole trajectory. Like you know, she was having outbursts. She had remember she was a drug exposed child, so she had some other issues and the abandonment and whatnot. So I told you I had my own biological daughter. Speaker 1 01:09:55 And my daughter has always been really tiny, because you know she has a Cerebral Palsy and because developmentally she was really delayed. And so even though my daughter is 31, she's like mental capacity of like maybe a 13 to 15 year old maturity wise. And so my daughter would always come and sit on her daddy's lap. So Winter came and wanted to sit on my husband's lap, and my husband's like Winter. You can sit next to me, but you can't sit on me because you're an you're 17. You're an adult. You're a young lady, and young ladies at your age don't sit on men's laps, you know. And then he's like, "See, see, you're telling me you want me here, and he's rejecting me." And I said, "I said, Winter, is he rejecting you? Because he's telling you you can sit next to him. You can lean on him. He can put." Speaker 1 01:10:51 His hand around your shoulders to comfort you, it's just it's completely unacceptable for you sit on his lap because you're not a baby. Well, if it was, I said, uh uh. If it was one of the kids, they're all under five, they're still within that demographic eight and under. They still want to sit in mommy or daddy's lap. That that's developmentally acceptable, but you're 17, and I know right now you're not acting like a 17 year old. Because you're reverting back to when you were a baby, a little girl, but your body's of a seventeen year old, so you we need to stay within those ramifications. And so for a lot of times, you know, she got used to just coming and sitting next to my husband, and he she wanted that male connect connection, you know. And so we got to be careful too with setting boundaries, and setting that message of the rejection, and so. Speaker 1 01:11:47 How do you do that? It's hard. So I'm just letting you know. A lot of these girls have been, um, how do I put it rightly? When the right wording, a lot of these girls have been groomed. I'm gonna just put it that way, groomed to a certain extent, and that they have to do certain things to receive love or affection. Speaker 1 01:12:28 And so they have their wires crossed, and so sometimes we just need to reprogram them. Like I can still love you, but respect you. Speaker 1 01:12:47 Okay, I can still support you. Speaker 1 01:12:55 But put boundaries, you know, and those are that that I think what has been the hardest part for my husband and myself, with when we did foster, we fostered third thirteen to eighteen, you know, and so um my husband always made sure like he was he was appropriately affectionate and appropriately involved, appropriately with limitations, you know, because they would come out. My, you know, some girls. I had this young, beautiful girl. She wanted to be a model. She, she, she was Persian. She, her body was amazing. She was fourteen, and she wanted to be a model. And she came out one day, the tiny little miniskirt. She was going to go out. She, a couple of her friends invited her. They were going to go on the bus to Chinatown. It was like a festival or something. Speaker 1 01:13:49 And she wanted to look sexy, and she wanted to look fine, and she was going to go out. And she came out with just like little t, where it was tied, a little square, no bra. Everything was floating. My husband's like, uh, uh, you can't leave the house like that. She's like, I just wanted you to let tell me if I look fine. And my husband's like, Well, I don't know who you're going to go find, look fine, but that's not appropriate dressing. You're 14. I don't know where you think you're going, but even your friend's mom, when they pick you up, they're not going to want to take you like that. So, go put on another top, and you can keep the miniskirt. But go put on an appropriate top. She did put a top on top of the one she already had, and so what ended up happening was she ended up calling me because I always made my sure my kids were like, I don't care what situation you get yourself, you don't want you call me, I'll come and get you no matter where you are, in whatever condition you are. Okay, so she called me, and. Speaker 1 01:14:47 I ran out to go find her because all of her friends ditched her because they said you you're you're causing too much thing you're too you're too loud you're too obnoxious and you're hoochie, and we don't want that kind we don't want to draw the kind of you know like the older men are you're being attracted we don't want to draw that we're here to have fun, and just kind of like you know blend in and you're too and she was heartbroken, and when I picked her up, she was wearing that little top white top that my husband had told her she couldn't wear. Speaker 1 01:15:17 And so she's like, I should have listened to, I should have listened to Jose, and I said, why? And she's like, because he told me not to wear that, that it was not appropriate, that my friends, whatever. And they're right. And I think, you know, it's my first time anybody invites me out, and I think I blew it. And I said, no, you know, you'll have other opportunities. You just gotta, you know, allow yourself to acclimate. Remember, you're developing. You're fine. You're gonna. Don't worry about it. And she did. She did. She learned, and you know, lived and learned. And so, once again, like our girls are going through a lot, and if they've already been groomed, you know, they feel that they have to act or do a certain do certain things to get love and acceptance and guidance or whatever it is that they're looking for. So make sure you guys keep clear boundaries. Speaker 1 01:16:11 Transparent boundaries. Something that I'm going to also suggest, because this is your home and it's your business. You do what you please. I have contracts. I make contracts with all my girls. I make sure that they get a copy of their rights. I also make sure that I give them a copy of my rights. Okay, so the number one thing is, welcome to our home. Our home is your home. And everybody in this home is going to be safe. There's no physical aggression towards anybody. We hash it out if there's something we don't like. Food, the food is for everybody, and if we run out, you can just give me a list, and I will make sure you have it. Right? I little things that will make them feel at home. Don't over bombard them. I only give them five tasks, and then I can build on from that. Speaker 1 01:17:13 The bathroom. I have, I have a boys' bathroom and a girls' bathroom in my home. The girls' bathroom has everything a girl would need, you know, shampoo, conditioner, all that little fancy perfume, cologne of whatever, you know. And for the boys, I have their stuff, right? And I, I always make sure that I always remind them, your responsibility is to leave the room the same way you found it. So pick up after yourself, so the next person that comes in will have the same feeling of feeling, you know, and acclimating to the space. Two, your your items are your items. You throw them on the floor. You don't care for them. Then, that means you have little, very little respect for them. So if they go missing or they get ruined or whatever, it's not it's not going to be that other person's responsibility. Um, three, personal hygiene. Personal hygiene is a big one for me. Speaker 1 01:18:11 You know, expectation of showering, brushing your teeth, grooming, grooming is important. The the fourth one is you're in my home, and you're here because you're under care, and I have a certain responsibility to the court and to the Department of Children's Social Services and to your parents, and so therefore, I might have to implement things you're not happy with, but I'm just doing my job. And we can negotiate and probably try to make it better. But at the end of the day, I got to do my job. And so, don't take it on me because you're unhappy. You're not happy about a decision your social worker has made. Discuss it with her or discuss it with your attorney, so that that way they can make some provisional things. I can't change anything. The only person can change a minute order for visitations or anything like that is your attorney. The only one that can change or implement or add anything is your is your social worker. Speaker 1 01:19:09 I'm just here to support you. Make sure you go to school, and that last one is school. You do not miss school unless you're sick. And if you're sick, I'm taking you to the doctor to confirm that you're sick, making sure that you're healthy. Because I have five other kids at home, and the last thing I want is an epidemic inside my home. And so I, you know, they call me from school because you're not feeling well. I'm not bringing you home. I'm taking you straight to the ER or to the urgent care. To make sure that you're not going to bring anything home to the rest of us, and so I know it's a pain in the ass, but at the end of the day, I would I would pick them up, take them straight to the ER, the urgent care, even if we were there two three hours. So they learn not to use utilize the sick card unless they were really sick. I would also let them know that we have emotional days. So if you need an emotional, you know, self care day, then call it that. I need a self care day. Speaker 1 01:20:11 And I just want you to tell me what does a self care day look to you, so I can support you, because I might not, with my busy schedule, I might not be able to support that pampering day that you're you're anticipating, right. Speaker 1 01:20:38 And so. We work it out. We give them the verbalization and the ability to communicate effectively because they have to. A young child or a newborn depends on them. So if they need a a personal day, let's just maybe they can't explain it to you because it took a lot from Melissa. Melissa be like, Mom, I'm just really exhausted. Can I take a personal day? And I'd be okay, but you're taking a day. Speaker 1 01:21:10 Not a week, a day. And go ahead, but I'm gonna go I'm gonna take the baby, and so you can sleep. You can take your own personal thing. And today's your you you're taking a personal day. You're taking it from your baby. So besides breastfeeding, I got everything else for the next five hours, four hours, six hours. She asked for a personal day. Okay, so that's something that we need to support them on. Okay. Speaker 1 01:21:52 All Right, so I found day two that I wanted to go by because it's really important too, and I don't want you guys missing out on any of this, is where we're doing review today. So remember, I did share a video about parenting and development of the teens' brains between 12 and 18 years old. We have different attachment. Skills, so it's super important that we develop the First 5 kit attachment. There's there first five developed a healthy attachment with your child. Read, dance, sing, touch your baby. So remember that all of our girls need to learn to bond with their babies, and the only way they're going to learn to bond. This is something that I. Speaker 1 01:22:44 Always have a problem with. I see a lot of adults doing this, and I see a lot of grandmas doing this, and a lot of younger girls doing this. They're so preoccupied with their phones or talking or mingling that they're not really bonding with their babies. And what needs to happen is the first six months is crucial that you're sitting up and that your baby feels, you know, skin to skin. Contact that the baby is being nurtured. You're talking to it. The baby's getting attached to you. It's imprinting. So we want to make sure that the girls are proactive when they're feeding their babies, when they're bathing their babies, when their babies are up and alert. Remember that two thirds of a newborn is. Speaker 1 01:23:43 Is sleeping, only one third of it. His life is up, and it's divided among the whole day, so it should not be that difficult for these young girls to be able to learn appropriate attachment. The other thing we want to make sure is that if you end up with a teen that's pregnant, that we really help them take care of themselves. You know, we need to be able to take ah. Make sure that they're taking the prenatal prenatal vitamins. Making sure that they're walking, they're eating right, that they're resting, that they're doing their classes, okay, so that the children can go ahead and have a better outcome. Remember, there is no guarantee for us to have a healthy baby. Speaker 1 01:24:40 But if we try our best to eat right, sleep well, and do our prenatal care, things could get caught caught a lot easier. So remember also the aftercare after the baby's born. The mother's hormones are gonna adjust. Her body is getting adjusted. There's a lot of stuff happening mentally and emotionally, and so we need to be able to care for that child, nurture her, and give her a clear understanding that this is part of nature. Your body's going to come back, but you need to eat well. You need to sleep. The baby's sleeping, you sleep. The baby's, you know, is. Speaker 1 01:25:32 Being too much for you, I'm here to support you for a little bit. But she's still your baby. I'm not going to be here day and night for it. But I'm going to be here for a couple, couple minutes, a couple hours out of the day to support you. Super important. Ah, for me, it was really easy, because I have a school in my. It was called daily. It it is daily, but in the past they had childcare on site, and my daughter, I dropped her off. They had a nurse that came in. Once a week, they had a doctor that came in. Once a month, and they talked to them. They had other workshops, and they helped them develop skills on baby well checkups. Like, what's normal? What's not normal? What's normal and developmental? What might be a sign of a of a need? Remember, a lot of these girls all did not take prenatal care. A lot of girls were still smoking, drinking. Speaker 1 01:26:32 Or possibly having sex, unprotected sex, and so we have a lot of STDs that go unrecognized. Okay, so we want to make sure that we are making sure that these girls are going in and getting themselves checked. Their pH balance is off. I got a call this weekend by a young girl who didn't know how to tell her grandma because she's like, "Grandma is not gonna. She's gonna kick me out," but. You know, I'm taking my birth control. I haven't been sexually active for a whole year, but I I'm I have some concerns. I said, well, what do you think is going on? She said, I think I have an STD. And I said, why? She's like, because I have a lot of discharge. And I said, well, that could be a combination of things. Have you had you you know uh urinary tract infection you know uh urinary tract infection, um. Speaker 1 01:27:25 Have you changed soaps? I mean, there's, you know, your your body wash. There's so many different things that could throw off your pH balance. He's like, no, I really think I have an STD. I said, well, how have you been? She's like, no, I told you, I haven't had sex for a year. Obviously, she's a teenager. I said, okay, well, how do you want me to help you? She goes, well, I don't want to tell my grandma to take me to the doctors because then she's gonna be. I said, okay, but you are going. Periodically to Planned Parenthood to get your birth control right, and she's taking you for that. She goes yes. So call Planned Parenthood, tell them you need a an appointment. And I said you have Open Medical, and I said your grandma takes you. He sits in the waiting room. Does she go inside with you? She goes no. They make her sit in the waiting room. And I said okay, we'll have her wait in the waiting room. And you go in there and you tell them what your concerns are. Sure enough, it was her pH balance. And. Speaker 1 01:28:20 You know they gave her some vitamins for her some vitamins that she can take to help with that, and they also gave her something because she's having frequent UTIs, and so once again we need to just talk to them. Some days they need somebody that they can feel comfortable and no judgment, free of judgment. So you know practice what I showed my daughter. If in doubt or distress, take a walk. And call somebody, or think it through before you act, because sometimes when we act on impulse, we can't take back a lot of the damage. Okay, and so the same thing I tell you guys: breathe through it. If it's not something you're comfortable with, make a doctor's appointment. Let that doctor educate that team. Okay, infant care is really important. Also, babies require different security. Speaker 1 01:29:19 Uh, care. Okay, and the child development. A lot of these girls were very young. Maybe they didn't have prenatal care. Remember, they a lot of them also have some severe mental health issues, or they have trauma, and so that baby was inside of them, and was also being nurtured by them. And so, remember that we need to make sure that the child is developed. Their their developmental milestones are being met, so if you feel that something's off, you are more than able to ask that mom, or you call it in because mom is mom. She can ask for the services and ask for a early intervention evaluation through regional center to make sure you don't lose anything. Speaker 1 01:30:16 Couple appointments, but peace of mind. And if this child does have some developmental delays, it's caught on time. The child is going to be get active services. Talk to the pediatrician. Have the pediatrician possibly also give you some a referral if need be to a specialist to make sure that those areas of concern have been addressed. Caring for the a child with special needs can be super over over. Speaker 1 01:30:47 Exhausting, you know, and distressed. I've seen a lot. I had one case. I a young girl, very young girl, seventeen year old. She had a a baby with Down syndrome. Um, she had three three Down syndrome family members, and so a lot of times it's genetic. And I had another another girl that was beautiful. She was in our foster care youth. She was in one of our emancipated youth, and she had her baby, and she only met this guy a couple times. They dated a couple times, but her gene with his gene were a total disaster. And she had a beautiful baby, but the baby had a lot of genetic issues and a lot of health issues. And they told her that they didn't feel her baby would live past eight months. And here her baby, with a lot of early intervention services, a lot of intervention. Speaker 1 01:31:46 And the the care of her aunt who adopted her and and her grandpa who you know pushes her through this amazing little boy is seven years old. Yes, he has a lot of disabilities and there's a lot of medical treatments and stuff that he has to go through, but he's pushing through, and he's the love of their life. And so once again, the ability of making sure that they have that you got this. You know there's services out there to implement, educate you through it. It makes a big difference in the world, okay. And we do have to remember that a lot of our children, you know, lately are diagnosed with a lot more than they used to, and so I do want to remind you, please, to ensure that, Mama. Speaker 1 01:32:41 That she has a pediatrician. That if she has any concerns, too, that those concerns can be addressed. Make sure that if you see anything, she's a new mama. Anything that doesn't seem it's out of the ordinary, that you too, not scare her half to death, but just say, hey, how about we, you know, have the baby assessed for a regional center just to make sure that he's developmentally. Meeting all his milestones so that when he does go to school, he's ready and has all these services um in place, you know, for him, and just give her a generic talk. Don't go too deep, okay? Because remember, she's a young mom, so if you tell her too much, it's she's gonna take it to the extreme. So we're gonna go to the floor, and this is where I want to make sure that you guys are. Speaker 1 01:33:37 Because I already talked to you guys, and you guys all said I got this. So I want to make sure that you remember that you need to practice and discuss your shared responsibility plan. Speaker 1 01:33:58 With the teen parent. That it's important that you and her develop. The shared responsibility plan because it's you and her living in the household. If there's going to be third party involvement, that that third party involvement is also put into that. If third party involvement, what does that mean to me? It's really important. The teen parent may not have too much involvement with her mom or family, but. Speaker 1 01:34:34 This grandbaby, and this is where we get twisted. A lot of times, there's been circumstances. I had one grandmother raising her granddaughter. She got pregnant. Her daughter was not doing really well. Her her granddaughter would allow visitation with her baby, so she would tell her grandma, Mom, I want you to. I want you to have a relationship with my baby. I love you, and I want you to be part of my baby's life. So that was a big conflict because she didn't have reunification services in place anymore. She wasn't doing so well, but this was her baby, and Grandma started complaining. And the social worker said, "This is her baby. Her, her baby, and so therefore, she has a right." Speaker 1 01:35:30 To do, there's a class that you guys need to take. What is it called? It's something with parenting. It's a law. No one. What? Parent prudent law. Are you guys familiar with the parent prudent law? I need confirmation by a yes or no. Advice we give this class out twice a year. Because the parent prudence law stipulates that the children in your foster that are placed in your home are to have the same experience as any other child that is being raised by their parents. So you, as a parent, have the prudence to give them permission for a sleepover or an overnight trip or activities at school. Speaker 1 01:36:30 So when you take your parent, prudent parent class, it would go into specifics. Speaker 3 01:36:36 So you have. Speaker 1 01:36:41 Licensing with an FFA. You have licensing straight to the county. You have a small family home that has a licensing to the county and the state. And so you want to make sure that you're in compliance with each identity that you're working with. So typically. It stipulates that as a parent, prudent you will make any provisions. There's no guarantees. So if Miss Lockley had a teenager and she got invited to a sleepover, and it was her foster daughter, she would make contact with the parent of the teenager who invited her and say, Hey, your daughter invited my daughter my daughter to a sleepover. I want to make sure that there's going to be adequate supervision, and is and. Speaker 1 01:37:26 Who all is going to be part of this, you know, sleepover, so that I can make appropriate provisions? I also want to let you know that my daughter's taking medication. If I send you the medication, if I hand you the medication, can you make sure she takes it at it? Because I need her to, you know, she cannot miss. You don't have to go into depth. I don't have to tell her it's her psychotropic meds. None of that. Okay. Speaker 1 01:37:58 So, you want the child to be as normal and have a normalcy as possible. So you, what you want to do is you want to make sure. So I had I had one of my daughter. She takes psychotropic meds. She was going to this nonpublic school, and one of the little girls invited her for a sleepover, and it was the first time. And it was she was the only she was she was living with mom and dad, and she had some self-inflicted injuries and she had some severe depression. She was a really good girl. We had hung out with my daughter a couple times here at the house after school. After school, and then her mom, her dad picked her up once. Her mom picked her up another time. I got to meet them, so they invited her. They invited her for a sleepover, and so when I got there, dad was working. They they had they worked on old cars. Speaker 1 01:38:53 He repairs old old cars, so he's working on one of his old cars. And I said, "Hi, is your wife home?" And he said, "No, she just went to the store. She she went with my daughter. They went to get some snacks." I said, "Okay, well, they're like they should be back any minute because they knew you were going to be here at four." And I said, "Well, I just wanted to say thank you for having my daughter over, and I wanted to give you my contact information. And I gave him one of my business cards. I have my cell phone only with my name." And I just want to give you my contact information in case, or my daughter does not behave and you need me to pick her up. And he said, "Oh, I doubt it. She's been always. She's such a. She looks like a good girl." And so the wife showed up, went into the driveway, handed her another business card, and said, "His, have my phone number. I also put in my husband's phone number in case there's an emergency or if there's an incident that you need." And I was. Speaker 1 01:39:48 Here's the medication we discussed over the phone. I didn't go into much depth. Her daughter looks over. She goes, "Oh, I take five different medications." And Cat and Angelica, you only take two. And she's like, "Yeah, one's for my anxiety." And I said, "This one's only if she needs it, and this one she has to take little things." I would advise that you guys at the 99-cent stores. Sometimes they have those little tiny, tiny little bags. I always buy them. I have them in with my sandwich bags and whatnot, because sometimes, even if your kids are having sleepovers, or sometimes not only that, but you know, if I'm going to be out and somebody else is watching my kids, I make sure that I put the time frame, the time that the name of the child, and the time that they need to take it, and I hand it to the child care provider who's going to be, you know, with me. Speaker 1 01:40:40 That way, there's no miscommunication, and I don't leave my keys to my medication cabinet. That, and the reason why I do that is because I've had like incidents where I lose my key, and I only had two, and I was at my last one, and then I had to like get a locksmith to come and open that and do another. You know, it's just just for safety purposes, and that way you know that the medication was given appropriately and adequately. This. When you have kids, what happens? Massive anxiety. My daughter takes one medication if she's having an anxiety attack, and it really kicks in within fifteen thirty minutes. And it's a certain amount of milligram. But if it's if it's if she's hyperventilating and she's having a rough time, then I have to double her dosage. And so if I have the little tablets in, like I said, in the little tiny zip black bag, it's a tiny tiny little square ones. Speaker 1 01:41:37 And I have her name on it. Um, um, I can carry it in my purse. I can just have an emergency kit in the car. You know, like two pills, just to carry me through for emergency. But if they're going to be going out, you know, you don't want to make a big scene about it. But you know, they're not going to overdose if you hand it to them and they can carry it in their pocket in case you have an anxiety attack and you're at the movies or you're at the mall. You know, just take it because it's. As needed, that one's prescribed as needed, and we're talking about kids that are 16, 17, and it's not something that you're giving her the whole bottle. You're just giving her that one pill, and so that really, really helps a lot. The other thing that I do want to keep you keep keep in mind is that you need to have control of all your medications. Sometimes these kids intend to sell them, share them, etc. We want to make sure that your kids are not sharing medication. We want to make sure we're talking about the kids about. Speaker 1 01:42:35 The dangers of them taking other people's medications. Okay, there's kids that go to parties and they take the pills and then they just mix them all up and see what you got. You know, you got, and that's not healthy. That's not safe. The other thing for Angelina, I know, I her her being a clinician, she probably is aware of this, but there's certain medication that are psychotropic meds that are twenty four hours and need to be taken on a regular basis around the same time, and they cannot be. Extended. So one of them is Vyvanse. We have children on Vyvanse for ADHD, and so for my son when he was on his Vyvanse, he had to take it at noon. So I I had to go around lunchtime every day to. Speaker 3 01:43:20 The candle. Oh, the the ones with beads. Just that. Oh. Um. You can just yeah, you can just do that. Are you hearing anything good from this video. Speaker 2 01:43:42 Hang on, I'll be right out. Speaker 1 01:51:26 Thing and because I just couldn't get the paperwork or the appointment, whatever it took me about a week. So I would just go to school and give it to him. I would just go to school and give it to him. And so I finally got the I finally got the follow up appointment with the psychiatrist. The psychiatrist filled out the form for the school so that they can administer the medication. And I took it in, and the nurse wasn't there. There was a nurse assistant. She didn't write it down, and so my son didn't get his dosage that day. The very next day, the nurse was there, but she didn't see anything. She she didn't give it to him. So when I got him home, he took a shower. He got out of the shower, he fainted. I was frantic. I took him into the ER after like seven hours of them doing everything and nothing to figure out what was going on. And we went through his psychotropic medication, his thing. And the doctor came out and he's like, "Are you giving him this medication on time?" And I said. Speaker 1 01:52:25 Absolutely, he's been on it for like two weeks. I was giving it to him because it was spring break, every single day, so that I could observe him and and because I do observation, I don't give kids medication on Monday and send send him off to school. I started on Friday so that I can you know or Saturday so that I can monitor and see if their character is going to change, if their insight is going to build up, because you never know. Certain medications have certain things, and that comes with my personal. Background and training too. That I I do not give medication unless I have an observe. You know I have a day to observe if it if it gets them anxious or or you know clinginess or whatever. And so I started my son on his Vyvanse on spring break. I continued the following week, and when I left, they're like this medication will has a tendency to have their blood pressure drop. Speaker 1 01:53:23 And it has to be given at the same time, at the same every day. And I said the doctor told me at noon. And I he said okay, then if you started him on a regimen at noon, you need to give it to him at noon. No, a window time of like ten minutes tops. And so people don't tend to realize how important it is. And so when I, my husband and I tend to, we need time alone. Adults still need time alone to hash things out, even to argue or to just. You know, give each other space. So my husband and I have implemented that every three months we go away for the weekend, and we don't talk to each other. We go away, just to just get away. And um and um and so um in occasion, you know, I do have I did have a full time housekeeper. I have a rest bed worker. My mom, my my um sister, whatever. We make arrangements. The social workers are in clearance. We run by and let them know. Speaker 1 01:54:22 Or sometimes we make provisions where the girls will go for sleepovers with one of their friends or something, because our minor kids, you know, our kids that we've adopted, we'll drop them off at grandma's, and then the other two girls will do, you know, some arrangement where they have a sleepover because we're not going to be gone for like we're just going to be gone Friday Saturday we'll be back. So whatever that is, I do want to let you know that. I told my mom, mom, make sure he takes his ADHD medication. And I told her like this. It's for his. It's for his ADHD because he's bouncing off the wall. Oh. And I said make sure he takes his ADHD medication. I go, this is a short term one, so you give it to him around seven in the morning, and it's going to wear off around one o'clock. So then you're going to give him the twelve o'clock one, and it's going to set him for the twenty four hours. If he needs it, it goes into his gut. It releases. Well, my mom felt like I have a pool. Speaker 1 01:55:21 I'm used to screaming, jumping kids. I she didn't feel that she was gonna drug him because that was her intention. He's not in school. I'm not gonna drug him. I'm gonna just let him be himself. She did not give him his meds at twelve, and the second day, he fainted again. And so we learn it's not a choice. Okay. He has ADHD. It's not about him jumping around and having that full blown energy. It's for his health regimen. So, before you take it upon yourself to make modifications or alterations with their medication, you need to run it by the professional psychiatrist. Speaker 1 01:56:12 Make sure that if you're giving them psychotropic meds, that you discuss with the psychiatrist about concerns. This girl is pregnant or is breastfeeding, and how it might affect the fetus or the baby, and what provisions should we have? Because these girls have diagnoses, and they also have different pregnancies. Okay. Okay. Speaker 1 01:56:47 So we want to make sure that we are aware of any high levels of concerns. Remember, some medications do not work right away. It takes stop taking it, and then we have that massive drop even months later. So we want to make sure that we're taking our jobs seriously. Medication is really important. Make sure you make an appropriate provisions that you're administering appropriately, and that you have proper anyumentation. Remember, we cannot give any children any medication if it has not been authorized, especially psychotropic meds by the court before we can give it to them. So make sure that they have been authorized. Speaker 1 01:57:39 To make sure that you speak to the child about you can't force them to take their medication, but it's why it's important for them to take it because you need to give them the empowerment. Because. Speaker 1 01:58:07 Once these. Kids realize it's going to help me in this area, that area, that area. They're willing to take it. Okay, and so I'm going to go back into our shared screen and finish up. Finish up. So remember, please, we have resources. We're going to talk about your graduation. We literally have one hour on your chat. I dropped an invitation. That invitation is for adoptive slash foster parents. Want to participate? Excuse me. Let me close this out and let me just get to where I need to be because I had it and I dropped it. Oh my goodness. Speaker 1 01:59:04 Did you guys get it? On the chat, on the chat, there's a link that you can sign up. It's in the valley, so maybe if you don't live in the valley, it might not be worth the drive. But this the the DCFS. This DCFS caregivers and community partners. They periodically have an event at this particular church that they'll have conferences. They'll have like. Just an appreciation dinner. So on the 21st, from 6:30 to 8:30, they're going to have a dinner available for you, and it gives you all the instructions. So you can register, and they'll send you the invite. So if that's something that you're interested in, it is being promoted by Anthony Cervantes. That is one of your liaison. Do you guys know about well who? What is liaison? Speaker 1 02:00:06 That question for you guys. Do you guys know what a liaison is internally inside the Department of Children's Social Services? Can't hear anybody. Somebody here. I'm by myself. Speaker 3 02:00:25 It's a person that runs interference for you when you need something done. The CSW worker. Speaker 1 02:00:38 So There's somebody who's a person who actually will come in and support you with navigating internal of the Department of Children's Social Services, be it more transparency with the social worker, and or the supervisor, or even funding resources. So make sure that you are aware that every DCFS office has a liaison. Anthony Cervantes happens to be. At the Santa Clarita office, so you are always if you you can always give him a call to make sure you take his photo shoot, take a picture of it, or write it down. And so, if there's anything you ever need to run interference or support, even if he's not your specific liaison from your office, he can direct you to the appropriate person. This is the person you would also call in case. Speaker 1 02:01:34 There's different programs internally inside the Department of Total Social Services that you might want to interject yourself into or have access to. So that's the person you would contact to, um, in regards to these special funding or these special events or promotional things or even advocacy stuff that might be available to your kids. So I would highly suggest that you you keep his number or Find out who's your particular person. Now, there's also there's also Alliance for Children's Rights. They have a webinar, and if you sign up for that thing, they will send you like different implementation policy changes, etc. So for this week, this is what they're actually working on. Speaker 1 02:02:33 But they also have like you know guidance on federal funding and voluntary placement into why? Because sometimes we get kids that are voluntary placement. We are still entitled to funding. Funding, and a lot of times the social workers won't do the paperwork. You're a relative, and they'll be like, oh, you signed in for a voluntary case. Voluntary case can only be voluntary for six months. After six months. The department and the parents will have to reassess and figure out if they need to open up the case. So it just kind of gives you a little bit of everything. Remember also the All County letters is what determines your funding. So if I went in here and I pushed All County letters, it actually has a summary, and it would actually tell me what the background is and everything else. What, who, what, where, and it also has other links that I can go into. Speaker 1 02:03:30 So it is important that you know the All County County letters are available to you and the public info. And so every time that we have a rate increase or there's a change internally, you will find them in the All County County letters. Okay. So the All County County letters are it's for California. So, California. Speaker 1 02:04:00 All of the DCFS offices departments in California are all under the same regiment of the All County County letters. The numbers is is what determines like what is it that you're talking about. So I'm going to go ahead and close that up really quick because I was just sharing resources. Okay. Also, they have different webinars. They have one building, Kinship for cultural, etc. They are actually going to be having a. There's a virtual policy summit, and so if you guys want to register for that, I am going to go ahead and copy because once you copy, once you register, they will be sending you more. Let me see if this is copy. Let me see if it's going to go through. Okay. Speaker 1 02:04:58 To everyone. Speaker 1 02:05:11 Can anybody check it to see if it went through? And and and signing up for the webinars, you guys have that information. Okay, so. Just so you know, the Department of Children and Social Services has a new program. This new program is for referrals. Whe	—	—	Processed▾	—	·	Foster Care / Kids▾	—	n/a - non-CW type	PIPELINE DROP: this transcript existed on disk with NO ledger row (found by the 2026-09-09 safety-net scan). Row created retroactively. Foster care content - never goes to ConnectWise; routes to C.A.R.E. v2.	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\2 - Internal Operations\Meeting Recordings & Transcripts\Meeting Transcript - Class Review Foster Care Shared Responsibilities and DCFS Resources.txt	—	·
09-08 Lecture: Online High School Orientation — Attendance, Zoom Check-ins, Edmentum Coursework, and Plagiarism Policy	Date Time: 2026-09-08 15:01:42 Location: [Insert Location]: [Insert Location] Instructor: [Insert Name]: Maria ## Summary This session is an orientation for a new student, Ladonia, transitioning to an online high school program to accommodate a flexible schedule for work. The instructor, Maria, and Ladonia’s guardian, Christi, reviewed program rules, attendance requirements, and academic structure. Key topics included the mandatory four hours of daily work on the Edmentum platform, twice-weekly Zoom check-ins, and course pacing. Because official transcripts are not yet available, Ladonia’s full graduation plan is postponed; however, she was assigned her first course, Economics, and guided through login and platform features. The session also covered the school’s strict plagiarism policy and established a communication plan via group text for progress tracking. ## Knowledge Points ### 1. Online Program Structure and Rules - **Student Motivation** - Ladonia is switching to the online program for a flexible schedule that supports her work. - Her previous in-person school required a long commute from near LAX to Long Beach, which posed a significant barrier. - **Attendance Policy** - Attendance requires a minimum of four hours of work per day on the online platform, Monday through Friday. - This commitment allows the instructor to mark attendance for the state of California for the entire calendar month. - The instructor checks the previous day’s Edmentum login activity each morning. For example, on Tuesday morning, Monday’s activity is checked. - Students who log at least four hours are marked “present”; otherwise, they are marked “absent.” - Students may complete the four hours at any time of day (morning, afternoon, or night) and may take breaks. - **Meeting Requirements** - Students must meet with the instructor, Maria, twice a week via Zoom. - Ladonia’s scheduled meeting times are Tuesdays and Thursdays at 1:00 PM. - These hour-long meetings primarily involve working on Edmentum, with a 10–15 minute check-in to discuss goals and track progress. - During class, cameras must be on and full names displayed on Zoom. - **Academic Pace and Structure** - The school is an “options school,” different from traditional schools; students typically take one class at a time. - A standard pace is one class (about five units) every four weeks, equivalent to a regular high school track. - Students needing credit recovery are advised to work six hours a day to catch up. - The minimum required units per learning period changed from six to five. - If a student does not finish an assigned class within four weeks, they receive a truancy mark. Multiple truancies can lead to being dropped from the program, with warnings given beforehand. ### 2. Edmentum Platform and Coursework - **Course Assignment and Login** - Maria helped Ladonia log into Edmentum during orientation. - The account login is “OLVS,” and the password is case-sensitive (“OFYP” capitalized, the rest lowercase). - Based on prior school history, Ladonia needs the second semester of Geometry and a full course in Economics. She chose to start with Economics. - The Economics course has five units, all to be completed within four weeks. - **Workload and Activities** - A recommended pace is about two activities per day to stay on track. - “Tutorials” are the core lessons, with readings, writings, and videos. - The instructor grades written responses within tutorials for understanding of content, not perfect grammar. - **Mastery Tests** - After each tutorial, there is a five-question “Mastery Test.” - These are low-pressure and can be retaken as many times as needed. - **Plagiarism Policy** - Students must not copy the “example answer” shown after submitting a response; using it can trigger a plagiarism flag. Submit original work and avoid revising based on the sample. - Using AI (e.g., ChatGPT) or copying from Google is also plagiarism. - Consequences escalate as follows: - **1st Offense:** Redo assignment; max grade 75%. - **2nd Offense:** Redo assignment; max grade 70%. - **3rd Offense:** Highest possible grade for the entire class becomes 70%. - **4th Offense:** Meeting with the assistant principal, which may lead to a recommendation to a different school. ### 3. Student-Specific Information and Next Steps - **Transcript and Graduation Plan** - The school does not have Ladonia’s official or unofficial transcripts on file. - Requesting and receiving approved transcripts is expected to take about three weeks to a month. - A follow-up meeting will be scheduled in about a month to review transcripts, determine required classes, and set a graduation date. - Ladonia needs to retake the second semester of Geometry. It’s unclear if she has partial credit for the first semester, so that class was not assigned yet. She has not taken Economics, so she was assigned that course. - **Support and Tutoring** - Ladonia has a laptop and does not need a hotspot. - If Economics is challenging, regular tutoring can be scheduled to supplement independent study. - **Communication Plan** - Ladonia and her guardian, Christi, consented to communication with both regarding academic progress. - The instructor will create a group text to send daily attendance updates (present or absent). 🙂 ## Questions - [Insert Question/Confusion] ## Assignments - [ ] 1. Begin the Economics course on Edmentum on September 8, 2026. - [ ] 2. Complete at least four hours of work on the platform daily, Monday through Friday. - [ ] 3. Attend the first scheduled Zoom class on Thursday, September 10, 2026, at 1:00 PM. - [ ] 4. During Thursday’s meeting, provide feedback on the Economics course and decide if additional tutoring is needed. - [ ] 5. Monitor the group text for daily attendance updates from the instructor.	Sep 8, 2026	Speaker 1 00:01:41 Hi Christi, Speaker 2 00:01:42 Good afternoon. Hi. Hi. I was just meeting Latonia. How are you doing today? Speaker 3 00:01:49 I'm good. How are you? Speaker 2 00:01:50 Okay, happy to hear. I am doing well. Thank you for both for joining. Um, orientation is fairly quick. It's only about 30 minutes long. What we're gonna do is we're gonna go over our school rules. We'll go over the login information, and that is essentially it. And we'll get you started. Ladonia, I was looking at your student file. I have no transcripts on file for you. Do either of you happen to have any unofficial transcripts? No. No. Okay. No worries. Speaker 2 00:02:26 We can kind of wait until we're able to request them and get them approved. It usually takes about three weeks to a month, so that's not a problem. In the meantime, you may just have to help me with a little bit of assistance learning what some of the processes are. And then after that, it's going to be easy peasy. Why don't we start with maybe if either of you want to answer a little bit of insight as to what brings you to the online program. Speaker 4 00:02:57 So , I was initially going in person school, but I just like came to like the decision like turning 18, like becoming an adult and like experiencing things like like I wanted to like start working like immediately, especially like being a foster care. Like I don't know, I just want to be able to support myself, have money, and just like have that. So like the school I was going to, it kind of like got into the way of me like getting a job. So. I thought like online school would be perfect like for me, so like I could have that and work too at the same time. And how about the flexible schedule? Speaker 2 00:03:34 Okay, that's very helpful for me. Do you currently have a job. Speaker 4 00:03:39 No, not at the moment, Speaker 2 00:03:41 But I'm looking. Okay, okay, but you are looking. Okay, got it. Okay, how has how long have you been looking. Speaker 4 00:03:49 For? Um, it's the past two weeks now. Speaker 2 00:03:54 Okay. Okay. So very, very recent. Okay. So assuming within the next like month or so you'll probably be getting a job. Um, are you looking to work full time. Speaker 4 00:04:03 Uh, part time for now. Speaker 2 00:04:07 Part time. Okay. Perfect. Um, I only asked because, and that actually brings us into our next slide. Um, with our online program, the way that our attendance works, it's a little different for you because you're over 18. Um, or you're. 18 and up. But the way that our attendance works is that it is mandatory to work for at least a minimum of four hours a day on our online platform, Monday through Friday. Um. So usually with kids that like you know are in sports or have jobs or things like that, that can be a little bit of a challenge. Um. But if you're working full time, I don't anticipate that it will be. Um. Speaker 2 00:04:49 But I we do need that four hour commitment because what I do, um, is with independent studies I still need to mark your attendance in the state of California for the entire calendar month that you're enrolled, right? So although you can only meet with me twice a week, I still track attendance for the entire month. So the way that I mark your attendance, the way that I mark you present, is I, um. Check your login activity on Edmentum. So, for example, because sometimes it can be a little confusing. Today's Tuesday. What I did this morning is I logged in. I checked all the students' login activity for yesterday. If they were logged in for hours, they were marked present. If they were not logged in for hours, at least, then they're marked absent. So that goes directly to your attendance, and that can affect a lot of things in regards to the state. So. Speaker 2 00:05:47 So just so you know, that's how attendance is taken. So you tell me. I know that school was a little bit of a barrier with you working tired. Do you do you feel like you have. Speaker 4 00:05:59 To? I'm like definitely like with online school like it's just like physically like I couldn't like when I was going to like the other school so like online school like would be perfect like four hours yeah that's. Speaker 3 00:06:16 And Maria, just just to give you a heads up, Ladonia was we lived near LAX, and Ladonia had to go all the way to Long Beach for school, and so that was a barrier because she it was like an hour on the road per day, so that's why we had chose to switch. Speaker 2 00:06:34 Got it. Okay. Okay. That also really gives me some insight. Okay. Perfect. So. We're good with the four hours, and the good thing too is that it's really up to your discretion when you want to do it. So you can do it in the morning, the afternoon, night. You can take breaks. It really doesn't matter. Um, so you have a lot of freedom and flexibility in when it gets done. So that's great. Um, the other main requirement I would say is that um you meet with me twice a week on Zoom. Um, so right now, and it's only for an hour and. Speaker 2 00:07:11 For a majority of the time, we are just working on momentum, and then for about ten, fifteen minutes or so, I check in on you and I we go over your goals, things like that. It's really just to make sure that you're right on track. Do you prefer mornings, afternoons? Afternoons. Afternoons. Okay, I have Tuesday, Thursday at one. Does that sound good to you? Nope. Okay. Sounds good. So we'll do Tuesday, Thursday at one. Sorry, I'm in my car because my internet is out. But Tuesday, Thursday at one. Let me write that down for you. And then, do you have a computer to work on or a device to work on? Yes. Okay. Speaker 4 00:07:57 I have a laptop. Speaker 2 00:07:59 Oh, perfect. Okay. Do you need a hotspot. Speaker 4 00:08:02 Um, you know, Wi-Fi is pretty good. Speaker 2 00:08:06 Okay. Okay. Sounds good. So we're all good on devices, and we'll book your appointment time. Okay. The I don't have your official transcripts yet. Usually during orientation, I like to kind of go over the classes you still need and your graduation date. We can all get together in about a month or so when I do have the transcripts, and we can do that no problem. For right now, what I will tell you is if you already have the credits that you need. A regular high school pace will be a week, which is usually attained by the four hours a day. For my students who are doing credit recovery, which means that they have a little bit of work they need to catch up on, maybe they didn't pass some classes, maybe they need to retake some classes. Usually, I recommend the six hours, and that'll push you a little further to be able to catch up. Again, I'm not too. Speaker 2 00:09:02 So where you're at, but once we get your unofficial transcripts, we'll have a better idea, and then we'll be able to set your grad date. Does that sound good? Yeah. Okay. Perfect. Um, for now, what I will say is exactly what you have right now on our Zoom. Your camera's on, and you have your full name. That's what's required during class, and then our learning periods in school. So, um, it is we are very different from. A traditional school. Have you ever been to an options school before? No. Okay, that's okay. So at a traditional school, you have your six periods for a semester, which is usually about five months. This is not like that. So for us, you usually will take about one class at a time, and and you'll finish it every four weeks or so. As long as you're finishing one class every four. Speaker 2 00:10:00 Four weeks, then that means you're on track, you're doing what you need, and you're you would graduate at your regular pace at a regular high school. Um, again, some students need more, so some students turn in more than one class every four weeks, but that's usually what we do. Um, this just changed, so it used to be if you turn in less than six units, which is a little over one class, then you would get a truancy. Now it's five. So basically, if you You are assigned a class and you don't finish it within the four week period, you do get a truancy. And then after truancies, you're dropped. But you get so many warnings prior to this that this rarely ever happens. So I wouldn't take it as a main concern. But what I will tell you is that your class, as soon as it's assigned to you, it's essentially due at the end of the four week. Which I'll go over. I'll log in with you and I'll show you what that means exactly. Speaker 2 00:10:57 Which actually I would like to log in with you right now. Do you have your computer with you right now. Speaker 4 00:11:02 Uh, Speaker 2 00:11:03 Not the moment. Okay. Do you have a device that you can use to log in for now, just so we can kind of explore the the online curriculum together? Yeah. Okay. Perfect. Go ahead and get it, and then let me know once you do, and I'll walk you through our login. Speaker 1 00:11:37 Have we done this here. Speaker 2 00:11:39 In our Zoom chat? Okay, in our Zoom chat, I just sent you the Edmentum link. I sent you the account information. Let me know once you're on your device and on the website, and if you need any help, any. Speaker 2 00:12:11 And then Christi, maybe you can help me with this part. At her school in Long Beach, do you know if she closed out her classes before transferring? Speaker 3 00:12:19 So we attempted to do so, but they said that they needed to get the school that we're transferring to has to reach out to them first before they can close her out. Speaker 2 00:12:31 Okay, that's okay, no problem. Sometimes they do that. Do you know what classes she was working on? Speaker 3 00:12:39 We do not. I'm sorry. That's. Speaker 2 00:12:45 Okay. We will figure it out. Speaker 3 00:12:50 So Ladonia was placed with me the first week of July, and because she is over the age of 18, she's in SLP, which means she gets to be as independent as possible, and I just. We just work out all the stuff she needs, and I let her handle a lot of the things that she wants to on her own, unless she asks me to jump in and help. Speaker 2 00:13:17 So. Got it. Okay. Ladonia, do you remember what class you might have been working on. Speaker 4 00:13:22 Yeah. So. Oh, and also I'm kind of having trouble like logging in. Speaker 2 00:13:29 Okay. That's okay. Speaker 4 00:13:31 What step are you on? The login. Speaker 2 00:13:35 Okay. That's okay. Um, did you get to the the website? Did you click on the link I sent you? Okay. And then you put the account login as OLVS. Oh no. Okay. That's usually what gets them. Speaker 2 00:14:08 If you want, you can also share your screen with me. For sure. Speaker 4 00:14:12 Do I log in with my my Google account or the student ID account like we had to make. Speaker 2 00:14:23 Um, are you on Momentum? Yeah. Then you would log in with the username that I sent you the in the Zoom chat. Speaker 4 00:14:33 Did you see it? Uh. Speaker 1 00:14:36 It's okay. Speaker 2 00:15:30 To Log in. Speaker 1 00:15:31 Yeah. Speaker 2 00:15:33 No, that's okay. Um, are you logged in? Speaker 1 00:15:35 That wasn't gonna work, person. You. Speaker 2 00:15:47 Can share your screen. Thank you. Speaker 4 00:15:55 It's just a password. Speaker 2 00:15:57 Okay, that one is case sensitive, so it's capital O F Y P, and then lowercase for the rest. Okay, now. Okay, perfect. Um, okay, so maybe you can tell me. Do you remember what classes you were working on. Speaker 4 00:16:16 Yeah. So, what's the call? So I had to my school schedule before. Can I go get that real quick? Yeah. That's fine. Go ahead, push it. Yeah. To the bathroom. Yep. Are you sure we go to the. Speaker 1 00:16:42 Bathroom first? Speaker 4 00:17:16 So I was currently, um, I had to retake another year of PE, um, and then they had me take another year of food science, and I take geometry, um, I failed last year and I had U.S. government, but um for PE, um, I did summer school, so it was like a mistake on that part. I finished um PE for summer school. I just didn't take like the final exam, so like they didn't count it. Or I guess so. Speaker 2 00:17:52 Okay. Okay. That's fine. Um, for the geometry, were you on your first semester or your second? First. First. Did you finish the first semester? No. Okay. That's okay. So you need. I'm gonna pause on giving you the first semester because I'm assuming you got partial credit, so I don't want to start you on like something that you might have already gotten partial credit on. But I'm assuming you 100% need all of the second semester of geometry. Yeah. Okay. So we need second semester of geometry, and then government. Same thing. If they had you start it, they might be giving you partial credit. Speaker 2 00:18:39 So even if you didn't fully finish it all the way, I don't think we should start it just in case you have some credit there. But the second part or the second semester of government is econ. Did you ever take economics? No. Okay. So we can give you. Okay. So I will leave this up to you. Do you prefer to start with geography or do you prefer to start with economics? Economics will be a little more like reading and writing based, and geometry will be more math based. Actually, I think that's a good one to start with. You too. And then for econ, that one, you tell me. It includes a little bit of math and it is a little reading and writing. If you end up feeling like you want any additional help on it, Speaker 2 00:19:35 Because with our school system, you're really working independently. But if you feel like you need any additional help, we can always schedule you for regular tutoring. That way, you're not working on it on your own. So I'll let you work on it like today and tomorrow. And when we meet on Thursday at one, you can kind of tell me how you're feeling, and we can take it from there. Does that sound good? Speaker 4 00:19:57 For sure. Speaker 2 00:19:59 Okay. Okay. Okay. Um, if you don't mind, can you go ahead and refresh your Edmentum? And can you let me know if you see the econ class on there? Yes, I did. Okay, perfect. So let me kind of go over our deadlines a little more clearer for you. So econ, all of this unit one. So this all one unit. One class makes up five units total, so you'll see unit two, unit three, unit four, and then unit five right here. These five units should all be done within a four-week mark. So that's what we mean by every four weeks. Schedule. That these five are done in four weeks. Speaker 2 00:20:56 Usually, what students will do is about two activities per day. So, like these big folds signify one activity. If you do two a day, then you should be right on. Let me go over one of the activities with you, just so you can kind of see what it looks like. Your tutorials are where all your work goes. This is where your reading is, your writing, your videos. It's where all of the learning essentially is done. Would I go in and I grade? Are these writing? So anytime you have a writing, this what I go in. This what I look at, and this what I'll grade. Submit has thing where let's say I put in a random answer, like let's say I put the number three, and then I press submit. It does thing where it shows you an example answer. However, my best suggestion for you is. Speaker 2 00:21:51 Not look at this example answer and then change your own original answer because you can be flagged as plagiarism if your answer is too similar to the example answer. So what I tell my kids is just put in your own answer, submit it, and then don't even look at the sample answer. Don't change it, even if your answer was wrong. Don't change it because if it's too similar, you're going to get flagged for plagiarism, and it's just not worth it. And ultimately, when I'm grading econ, I'm not grading for grammar or anything like that. I'm grading to check for understanding. So as long as I feel like you're grasping the content, then your grade should be just fine. Okay. That is actually bringing me into our plagiarism policy. So let me go over that real quick. Our plagiarism policy is right here. So, let's say you do copy a sample answer, you get some insight from the sample answer, and it's too. Speaker 2 00:22:51 You get flagged for plagiarism. You redo the assignment. The highest grade that you can get is a 75%. If it happens again, same thing. You redo it. The highest grade you can get is then a 70%. The third time, the highest grade you can get in the whole class is a 70%. And then the fourth time, we meet with Miss Kusti. We'll meet with me. We'll meet with our assistant principal, and essentially we'll say, hey, you have Or plagiarism marks at this point, and we recommend you to a different school or a different schooling. Essentially, it's the same with AIs. I would be careful with using like ChatGPT, copying answers off of Google, things of that sort, with the kind of plagiarism. Basically, anything that's not your own work. But again, I'm not grading on like length or anything like that. I'm just grading to check for understanding. Speaker 2 00:23:49 So as long as your answers show that you are reading the tutorials and you understand what the question is asking, you should be fine. Do we have any questions on the plagiarism policy? No. Okay. All right. Sounds good. Let me go back to showing you Edmentum. Once you get through the whole tutorial, you'll have a five-question mastery test. These are very low pressure. You can retake it as many times as you need to, and it's only five questions, so. Don't let this stress you out too much, and that's essentially one lesson I would say, and you would do two lessons a day. That would be the goal. Okay. Any questions so far? None. Okay. All right. Sounds good. I think as you work through it as well, if any questions come up, you can just let me know. But we do try to make it as user friendly as possible, and that's pretty much all of Edmentum. So with that. Speaker 2 00:24:48 Being said, that's orientation really. Um, couple things before I let you guys go. Um, first things first, will you be able to start working today? Okay, you'll be able to start working today. Perfect. Do you think you'll still be able to do your four hours today? I know it's about to be 3: Speaker 4 00:25:10 30. Yeah, we could. We could work like any time of the day. At least like it's just for four or six hours. Speaker 2 00:25:17 Yeah, any time of the day. Okay, Speaker 4 00:25:20 You can. I can do it today. Speaker 2 00:25:21 All right. If you need too much, you just let me know. Well, we'll try. We'll see how it goes. I'm sure there'll be a little, and that's fine. Um, and then the second thing, assuming um you're okay with me contacting. Christi, as well, as far as your education is concerned. Yes, of course. Perfect. Okay. Um. So you let me know. So usually, what I'll do is, um, every morning I'll send a text and I'll be like, Hey, you were marked present for yesterday, or you were marked absent. Do you want me? Usually, I'll have both parties in the group text. Do you still want me to do this? Yeah. Okay. I'll start a group text. If you both don't mind, can you please send me your cell phone number? Speaker 2 00:26:15 And I'll start a group chat with my work number. Speaker 3 00:26:19 I put mine in the chat for you. Speaker 2 00:26:22 Thank you so much. And then you should be getting a text from me. I just did. Okay, I got both. Um, that is pretty much all that I have for you. Ladonia, if you are working today and you end up having any questions, you let me know. I'm working until 6: 30 today, so if anything comes up, please let me know. Okay, Christi, thank you. I let either of you go. Do we have any questions. Speaker 2 00:26:57 No. Okay. Speaker 3 00:26:60 Missy, do we have any questions? No, I'm good. Thank you, though. Speaker 2 00:27:04 Okay. All right. Of course. It was so nice to meet you both, Ladonia. I look forward to seeing you in class on Thursday. If you have any questions at all, please let me know. Speaker 4 00:27:13 Okay. Thank you. Thank you so much. Right. Yeah. Have a good one. Speaker 2 00:27:17 Bye. Have a great day.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=eb558a9e-c7c0-4a1d-a8d9-e6281cea630a&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODkxNDk1NSJ9.CgoKBHNuaWQSAjY0EgsIjtGnsLqDxz8QBRoNNTQuMTk2LjIzOS43NyosaFNadWU4Wm9wZ2R3bTNmQ3E3QUlIeXBGTGt1eGxJRVNuUDZ4R0ZZb0ZTVT0wmgE4AUIQojlZnddgAAAtde37C7G6s0oQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.ZXdazzypc_bhY9d9j7iJfpd-dBfyCQOVuqgP0opHSms&ApiVersion=2.0	Processed▾	Maria to create group text for daily attendance updates to Ladonia and ChristiLadonia to begin Economics course on Edmentum on September 8, 2026Ladonia to attend first Zoom class Thursday September 10 at 1:00 PM and provide feedback on Economics course+2	✓	Foster Care / Kids▾	—	n/a - non-CW type	—	—	—	✓
09-04 Procurement Issue: 3‑D Secure Mismatch Blocks Apple Laptop Purchase; Finance Centralizes Payment to Resolve	 ## Core Synopsis The payment process for Charl’s Apple laptop failed due to 3-D Secure/SMS verification routing to the wrong phone number, exposing a brittle, multi-party purchasing workflow that relies on ad hoc card sharing and absent approvers. April attempted to process the purchase using Katerina’s card details Maggie provided, but the bank’s authentication surfaced Anzor’s number and did not present Katerina’s, blocking completion; attempts were nearing the card’s “4 of 5” attempt limit. The team escalated to Finance and Elisa agreed to advance ZAR 47,999 directly, bypassing the card gate. We are acting on the core reality: decentralized, person-dependent payment methods caused delay and risk; the immediate fix is centralizing payment through Finance, and the broader remedy is standardizing company purchases via Finance-controlled rails to eliminate authentication mismatches and multi-attempt lockouts. ## Payment Failure and Process Pivot - The Attempted Purchase and Blocker - April coordinated purchasing an Apple laptop for Charl using card details shared by Maggie (PAN ending 0935, CVV 625, Exp 10/2030) and expected Katerina to receive the 3-D Secure code. - The authentication flow repeatedly surfaced Anzor’s phone number rather than Katerina’s; Katerina was unreachable; Anzor was at sea and signal uncertain. - The Apple checkout indicated “Your purchase requires additional verification. We are unable to complete verification at this time.” Attempts were approaching the card’s “4 of 5” limit, increasing risk of temporary lock/denial. - Root Cause and Failure Mode (Diagnostic) - Phenomenon: 3-D Secure SMS routing to the wrong authenticator; inability to select the intended cardholder’s number; verification failure. - Mechanism: Bank-level security configuration bound to cardholder contact data and/or prior authenticated profiles; Apple gateway presented limited authenticator options. - Root Cause: Reliance on third-party personal cards and individuals’ phone-based verification in a time-sensitive purchase; lack of a Finance-owned payment path for company hardware. - The Pivot to Finance-Controlled Payment - Elisa (Finance) joined, confirmed the ability to send funds in ZAR directly for the exact amount (ZAR 47,999), and requested receipt post-transaction for recording. - This bypassed the multi-party card verification loop and centralized the transaction under Finance, reducing risk of authentication mismatch and lockouts. - Context and Noise Filter - Personal chatter (age, family updates, currency lament) is non-operational. - Key operational signals: card attempt limits, authenticator mismatch, and Finance intervention. ## Action Items **@Elisa (Finance)** - [ ] Transfer ZAR 47,999 to Charl for the laptop purchase - [Immediately/TBD] - [ ] Record the transaction upon receipt of purchase proof; reconcile against September ledger - [TBD] **@Charl** - [ ] Complete the Apple laptop purchase using the Finance-advanced funds; obtain and forward the official receipt to Elisa - [TBD] **@April** - [ ] Send the finalized purchase receipt and any relevant order confirmation details to Elisa for Finance records - [TBD] **@Finance Lead (Owner: Elisa or Delegate)** - [ ] Formalize a hardware procurement policy: mandate Finance-owned payment instruments (corporate card or centralized bank transfer) for company purchases to avoid 3-D Secure mismatches and attempt lockouts - [TBD]	Sep 4, 2026	Speaker 1 00:00:02 Hello, my friend. Hang on one sec. Let me just send this message. Speaker 2 00:00:06 Alright. Okay. Speaker 1 00:00:25 Um. Maggie said you have the link, and the only thing that I need to do is give you the code so it can proceed with the payment, Speaker 3 00:00:35 Right? Yeah, pretty much. Give me a second while I log in. Returning visitor. What is that Apple? Speaker 1 00:00:43 I really I need to give a heads up to Katerina because I think she should be the one receiving the code. One sec. Speaker 3 00:00:52 Yeah, no, Speaker 1 00:00:53 Probably. Good morning. Speaker 1 00:01:08 We'll Be purchasing a laptop for Charl today. Speaker 2 00:01:15 For. Speaker 1 00:01:51 Just . What happened to your old laptop. Speaker 3 00:01:57 Um, it died. Oh no. Speaker 3 00:02:06 And I'm using my. Speaker 1 00:02:08 What are you using right now? Speaker 3 00:02:09 Personal computer. Ah. That Mac that I traveled with, yeah. Speaker 1 00:02:15 Oh okay. Speaker 3 00:02:17 I remember I didn't use a laptop. I used a desktop. When? Speaker 1 00:02:26 Returning visitor. Speaker 3 00:02:28 Well, it's been like three years now. Hmm. Speaker 3 00:02:35 As I'm getting older, I'm getting blinder. Speaker 1 00:02:37 The white hair. Speaker 3 00:02:43 Yeah, Jesus, I can't believe the fucking white hair situation. That's insane. Speaker 1 00:02:49 Oh my God, you're old. Speaker 3 00:02:53 You're. Yeah, fuck it. It's three years, then I'm forty. Jesus Christ. Oh my God. Speaker 3 00:03:02 You're you're even closer, aren't you, April? Huh? You're even closer to forty, aren't you? Speaker 1 00:03:10 Yeah, Speaker 3 00:03:11 Next year. Jesus Christ! Speaker 1 00:03:16 Fuck. Forty. My God. Speaker 3 00:03:21 Forty, halfway to eighty. Holy sh! You. Speaker 1 00:03:26 Should send me a gift on my fortieth. Speaker 3 00:03:28 I should actually. Speaker 3 00:03:32 Water heater. Speaker 1 00:03:34 Oh, I would love a water heater. April, Speaker 3 00:03:39 Just hold on a second. Monti is bothering me here on the side, so I put you on mute for a moment. Speaker 1 00:03:47 Okay, no worries. Speaker 2 00:04:04 Tuesday afternoon. It. Speaker 3 00:04:56 Alrighty, April, Speaker 1 00:04:57 I'm back. Okay. I'm gonna send this message to Katerina now. Are you all good with the link. Speaker 3 00:05:08 Yes, I'm ready. Speaker 1 00:05:12 Can you share your. Speaker 3 00:05:13 Screen? Yeah, Speaker 1 00:05:15 Hold a sec. So we can't proceed with the payment. Speaker 2 00:05:29 Thanks so much, and we we will need the code. Speaker 1 00:05:51 Um. Okay. So for the card number. Speaker 1 00:05:59 One sec. Maggie mentioned it to me yesterday. That should be the. Oh, this one zero nine three five. Okay, the number card number is four four four. Speaker 2 00:06:22 Uh huh. Speaker 1 00:06:26 Three nine five. Speaker 3 00:06:30 Three nine five. Speaker 1 00:06:31 Yeah. Four two zero. Speaker 3 00:06:35 Two zero. Speaker 1 00:06:40 Seven one four. Speaker 3 00:06:41 Seven one four. Speaker 1 00:06:45 Zero nine. Zero nine. Three five. Um, cardholder is. Let me just. Sent you the complete name. I sent it in the chat. Oh, one sec, it's wrong spelling. Why is it? Speaker 3 00:07:15 You get Katerina. Yeah, but this. I'm sure I saw that before, some time before. Speaker 1 00:07:21 But that's the info that Maggie shared me. Maybe that's what's on the card. CVV six two five. Speaker 3 00:07:30 Six twenty five. Speaker 1 00:07:34 Expiration October twenty thirty. Speaker 2 00:07:37 Ten. Speaker 1 00:07:40 Ten thirty. Speaker 2 00:07:41 Yeah. So ten. Six. Speaker 1 00:07:53 Hopefully, Katerina, and I will see my message. She's not seeing it yet. Nine three four five, isn't that Anzor's? One moment, that me. Ah, that's Anzor's number. Six eight. Okay, go ahead. One sec. Yeah, you should select six eight one. Yeah. Speaker 1 00:08:28 Select that one and then continue. Speaker 2 00:08:37 Okay. Speaker 1 00:08:42 Huh? Your purchase requires additional verification. We are unable to complete verification at this time. Speaker 3 00:08:49 Okay, hold on, it's doing something. User authentication. Okay, let's try this again. Dear God. Speaker 1 00:08:57 Oh. One sec. Let me just retain you the card number and then I'll just delete that. Speaker 2 00:09:09 I sent it in the chat. Ah, Speaker 1 00:09:11 Good. Just copy paste it. So it's faster. CVV six two five. Speaker 2 00:09:22 Six two five. Speaker 1 00:09:23 Saturday ten thirty. Pay now. Oh. Hang on, that's Anzor's number. Speaker 3 00:09:42 Why was? Yeah, it's not giving Katerina's number. Why? Anymore, I don't. Speaker 1 00:09:50 Know. Okay. Um. Let's try Anzor's number. I'm just gonna send him a message. One sec. Good morning, Anzor. Okay, can you try? Speaker 1 00:10:26 There we go. Katerina is not has not seen my message yet. Speaker 1 00:10:53 Oh no, Anzor is sailing today. I hope he has a signal to receive my message. Oh my God. Speaker 3 00:11:02 Oh my goodness, this has been the worst struggle. Speaker 1 00:11:10 But why did Katerina's number is not showing up from the options earlier? It's there. Speaker 3 00:11:25 Yeah, I I don't know why. It's probably the bank doing its doing its thing. Speaker 2 00:11:29 Security. Hmm. September. Speaker 1 00:11:54 How is Henry, Speaker 3 00:11:55 By the way? Yeah, no, he's he's doing good. Speaker 1 00:12:00 He's doing good. How old is he now? Like when did. Speaker 3 00:12:05 You? Yeah, almost almost two. Speaker 1 00:12:09 Oh. Speaker 3 00:12:10 In November, but yeah, it's been a fucking struggle. Speaker 1 00:12:15 How is the visitation. Speaker 3 00:12:17 Um, well, it's now three times a week for quite a couple of hours. And it seems to be like adapting quite well and and settling in. So you know, thank God for that. But yeah, fucking hell, it's been. Are you like journey from hell? Speaker 1 00:12:42 I know. You went through like lawsuit. Speaker 3 00:12:49 Yeah, that's that's a fucking worst. Yeah, I want to tell you it's. Oh, this year and last year has not been has not been fun. I'm hoping that 2027 will be considerably better. We'll we'll see. Speaker 1 00:13:06 Are you like co - parenting? Are you in good terms with ex - wife. Speaker 3 00:13:13 Um. Well, as as good as you can, as good as it can be. Um. I mean, we sued each other. And we went to court. So, but considering all of that, it seems to be relatively stable - ish. But I think it's a very a very sensitive truce, if you can, or a delicate truce, if you can call it that. Speaker 2 00:13:41 I see. Well, Speaker 3 00:13:45 Yeah, but I'm pretty sure if opportunity arises. Yeah, we would definitely try and kill each other. Speaker 1 00:13:56 Well, let's just hope for the best for Henry. Speaker 3 00:14:01 Yeah, and at the end of the day, that's that's the only thing we can do. April, I'm gonna exit here, right? And let's see if it brings up. Speaker 1 00:14:10 Yeah, can you try? But also be mindful that four of five card attempts. Hmm. There should. That should be the only one remaining. Speaker 3 00:14:24 Ah, I think if it doesn't bring up, if it doesn't bring up the the thing for Katerina's number now, we should just um have finance just pay pay it out because I should have just gone with that method from the beginning instead. I thought it would be easy because you buy something from Apple, you type in your shit, and you go. I mean, how difficult can it be? Speaker 1 00:14:53 No, I'm also not sure why. Ah, yeah, ten thirty. CBB six twenty five. Speaker 3 00:14:58 Six twenty five. Speaker 1 00:15:01 Yeah. Ah, I hope Katerina's number will show up again. Please God. Speaker 3 00:15:14 Ah. It does not. Speaker 3 00:15:20 Why Oh my God. Speaker 1 00:15:21 Why don't you just buy it yourself and then just reimburse it? It's much easier instead of you know going through this. Speaker 3 00:15:28 You know how long? Yeah, but I thought this was going to be much easier because you know how long reimbursement takes. It takes weeks. Speaker 1 00:15:37 Yeah, Speaker 3 00:15:37 It does. Um, who handles the finance things nowadays? Speaker 1 00:15:43 Um, you can reach out to Elisa. Speaker 3 00:15:47 Okay, hold on a second. I'm gonna just can I add Elisa to the score? Speaker 1 00:15:51 Yeah, Speaker 3 00:15:52 Sure. We can just explain to her what we have been. Isn't she on maternity? When is she going on maternity leave? Speaker 1 00:16:02 Uh, October 12th, Speaker 3 00:16:03 Next month. God, how time flies. Speaker 1 00:16:09 I know, Speaker 3 00:16:10 Right? April. I can't add her here. Speaker 1 00:16:14 Huh? One second. Why not? Let me add her. Speaker 3 00:16:17 Oh, Speaker 1 00:16:18 Sweet. Elisa. Speaker 2 00:16:22 Oh, there we go. Oh, Speaker 3 00:16:38 There she is. Hello, Speaker 1 00:16:39 Elisa. Hi. Good morning. Speaker 3 00:16:42 Morning, Elisa. I've been. I'm struggling with April year to get Anzor's or Katarina's card to process the payment for my new computer. And yesterday, me and Maggie tried another card. And the day before, we tried again. Elisa, can you do me a favor? Can you just you see the amount here? Can you please just do an advance for me on on that amount? Speaker 1 00:17:06 Anzor, how much. Speaker 3 00:17:08 It's um forty - seven thousand nine hundred and ninety - nine rand. Speaker 4 00:17:15 Wait. Speaker 1 00:17:16 A second. Can can you can you send the amount in chats? Then she needs to convert that. Speaker 3 00:17:25 Yeah, I don't know what what is that dollar value. I think it's like two thousand nine hundred or something. Speaker 2 00:17:37 Um. T. Speaker 2 00:17:43 Set that off. Our. Speaker 3 00:17:53 Currency has fucking plummeted. It's now three thousand and eighty dollars. Speaker 1 00:17:59 Oh, Speaker 3 00:17:59 Same here. Why? Why is this U. S. dollar doing doing this? This is absolute. Speaker 1 00:18:07 I don't. Speaker 3 00:18:10 Know. Oh, I give up. Why is this happening? You know, you get a salary increase, and then the U. S. dollar just keeps on collapsing further, and then you end up not having a salary increase at all because it just falls to pieces. Speaker 1 00:18:32 I think the dollar conversion here in the Philippines is is favorable for us. Speaker 3 00:18:43 How can it be favorable? Because you guys are getting less. Speaker 1 00:18:47 No, right now the conversion from dollar to peso is it sixty two pesos, Elisa. Um yes, Speaker 4 00:18:55 Our peso is weaker. Yeah. Um this month, so we're getting more. Speaker 1 00:18:60 Yeah, more money for us. Speaker 4 00:19:01 Bad for our economy, but more money for us. Yeah. Speaker 2 00:19:09 Bad indication for the rand per dollar. Speaker 3 00:19:13 Yeah. Speaker 1 00:19:15 More pesos per dollar. Speaker 3 00:19:16 So. Yeah, I would like to see that for the rand because our rand is strengthening against the freaking dollar, and it is so bad. Ah, Lord. Anyway, at some stage it will hopefully fix itself again. Speaker 4 00:19:36 Hey Charl, actually I can send you in Rand. Speaker 3 00:19:39 If you can do that, that'll be great. Speaker 4 00:19:42 Yeah. So forty seven, nine nine nine. That's good. Nine nine nine, right? Yeah. Okay, I'm on it. Just let me know if the transaction has been completed, and I'll request for the receipt. Speaker 3 00:20:01 All right. Speaker 4 00:20:02 So I can record it. Speaker 3 00:20:05 All right, and then Elisa, another thing is I've Marika let sent me a message this morning saying that I didn't um do my my invoice. I I completely forgot about it, but I did send it through to her. So just FYI, Speaker 4 00:20:22 And I'm sorry. I'm actually, sorry, mate. No worries. Speaker 3 00:20:24 Thank you. Yeah, sorry. All right. Thanks, April. Thanks, Elisa. Speaker 4 00:20:33 Alrighty. Okay. Bye. Bye. I miss you. Now. Bye. Bye. Bye. Speaker 3 00:20:39 Thanks. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=aec7295e-a1bd-499c-a250-d40926ca3d2c&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODU0ODg3NiJ9.CgoKBHNuaWQSAjY0EgsIvNyrqa-uxT8QBRoOMzUuMTcyLjIxNy4yMTYqLGxLcUpiOGloV3Ewa3dacUNSdStXQW90QWFCazdWRUFDT2ZGdUxyUlBnNlk9MJoBOAFCEKI3_H8AUAAAIAWsdz4RpeZKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.RslRwRLzVkh9F1Z8CzatmhOUHqhRJFnYeEatMzapUWI&ApiVersion=2.0	Processed▾	Charl to complete Apple laptop purchase with Finance funds and send receipt to ElisaElisa to transfer ZAR 47,999 to Charl for the Apple laptop purchaseElisa to record ZAR 47,999 transaction against September ledger upon receipt of purchase proof+2	✓	Crimson Internal▾	Crimson IT	covered by 906913 - verified 2026-09-09 EOD transcript sweep	Crimson laptop purchase / 3-D Secure verification mismatch, 9/4 10:47-11:07 (entry 906913).	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\2 - Internal Operations\Meeting Recordings & Transcripts\Crimson\Meeting Transcript - 09-04 Procurement Issue 3‑D Secure Mismatch Blocks Apple Laptop Purchase; Finance Centralizes Payment to Resolve.txt	—	✓
09-03 Meeting: Angie's Substance Use, Pregnancy, and Foster Care Status	## Meeting Information > Date: 2026-09-03 11:38:11 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 5] [Speaker 6] ## Meeting Notes ### Concerns About Angie/Angelique's THC Use During Pregnancy and Baby Safety - Speaker 2 reports catching Angie vaping THC at approximately 35 weeks pregnant; Angie downplayed the risk, saying the baby would "just need an IEP." - Angie allegedly claimed she stopped on Sunday, but a vape pen was observed in her bra the next day. - Speaker 2 emphasizes a household policy: substance use is unacceptable when it harms another person, including the unborn baby. - Speaker 4 is deeply concerned for the baby's safety and suggests coordinating with the social worker on a plan that may involve removal if risks persist. - Speaker 3 acknowledges Angie's excitement but notes she needs significant learning; suggests firmer boundaries and another week to reassess. - Speaker 6 (DCFS supervisor) states law limits action on unborn children; hotline documentation was made after Stephanie's training. Speaker 6 previously observed items resembling vaping paraphernalia when moving Angie's belongings; Angie denied use at that time. - Speaker 6 plans to visit Angie on September 4, 2026, at approximately 11:00 AM to drop off a bassinet and discuss vaping concerns directly. - Speaker 2 notes hospitals will monitor what Angie says during childbirth, and even mentioning "recovery" can trigger drug tests for both mother and baby based on past experiences. Speaker 6 adds that hospitals conduct standard blood work on all mothers and babies, which could reveal substance use independently. - Speaker 2 discussed that meconium and umbilical cord testing can reveal controlled substances throughout pregnancy. - Speaker 2 is willing to give Angie one more week to demonstrate positive change; if caught vaping again, a 14-day notice will be issued. - Speaker 6 agrees with this approach and plans to speak with Angie to emphasize respecting the rules of the home, particularly regarding substance use on the property. - Conclusion: Serious concern exists; participants differ on immediate action but agree Angie needs accountability and education, and all risks must be documented and addressed. Formal DCFS referral cannot proceed until the baby is born. ### Angelique's Intent to Exit Foster Care to Protect Custody of Her Baby - Angelique contacted her attorney to request removal from foster care, believing it lowers the chances her baby will be taken. - She also sought to have Stephanie removed as her social worker; court ordered a meeting with Supervisor (Speaker 6). - Speaker 6 noted Angelique is an adult and can close her case, but this may not resolve the underlying concerns; no formal notice of closure has been received yet. - If Angelique closes her case, she cannot remain in any department-supported housing (foster home, THP, or SILP). - Speaker 2 shared personal history—adopted at 15, siblings in care—emphasizing lived experience and capacity to support youth like Angelique. - Conclusion: Case closure ends eligibility for all departmental housing and supports; Angelique's actual intent and timeline remain unconfirmed. ### Financial and Placement Issues (W Rate, SILP) and Resource Use - Angelique wants the W rate turned over to her and intends to save for a car rather than spend on the baby. - Speaker 6 clarified department policy: the caregiver receives the W rate payment, and funds are intended for the baby's needs. - Attorney reportedly advised funds should go to Angelique; Speaker 6 reiterated that policy pays the caregiver. - A post-birth budgeting meeting is planned with the caregiver, Angelique, Stephanie, and Supervisor to structure fund use, potentially with receipts. - Early infant supplement (one lump sum for the last three months of pregnancy) has been initiated; receipts cannot be required but baby-prep purchases are expected. - Donations secured: bassinet; additional requests for a car seat and diapers have been submitted. - If Angelique enters SILP successfully, funds could be managed differently. - Conclusion: No final decision made; department policy is to pay the caregiver for the W rate. Concern logged about appropriate use of benefits and suitability of SILP given Angie's statements. ### SRP (Service/Resource Plan) and Caregiving Readiness - Speaker 2 explained that the SRP defines who does what for the baby; tasks were discussed at the table with Ladonia. - Angie expressed limited awareness of newborn care, including feeding every two hours, bathing, and diaper cream use. - Angie suggested bringing the baby to Speaker 2 at 3:00 AM if too tired and wants Speaker 2 to handle bathing due to worry. - Conclusion: Angie requires education and support on infant care; SRP needs completion with clear roles defined. ### Contingency Planning for Birth and Potential Baby Drug Testing - Speaker 2 asked Angie to identify contingency caregivers if the baby is detained: potential options include Sean, Speaker 2, and others. - Angie does not want the baby placed with Olivia; Ashley might offer support if Angie attends meetings, obtains a sponsor, and stops smoking. - Birth plan considerations include who makes medical decisions if Angie is incapacitated during delivery. - Conclusion: Contingency planning initiated; preferences captured but unresolved. Ashley's support remains conditional on Angie's accountability and cessation. ### DCFS Involvement and Legal Constraints - Speaker 6 states that current law limits DCFS action regarding unborn children. - Speaker 6 acknowledges that all department staff and community partners are mandated reporters; any safety concerns after birth will trigger a hotline report and investigation regardless of Angie's living situation. - Conclusion: DCFS will document concerns and have a direct conversation with Angie; formal referral cannot proceed until after the baby is born. ### Foster Home Capacity and Potential 14-Day Notice - Speaker 2 is close to issuing a 14-day notice, citing that Angie occupies a space that could serve youth who are seeking change. - Speaker 6 agrees with a one-week observation period before deciding. - Speaker 2 seeks feedback from Speaker 1, Speaker 3, and others before proceeding. - Conclusion: No decision yet; input requested to determine whether to proceed with the notice. ### Responsibilities and Consequences if Minor Leaves Foster Care - Speaker 6 clarifies that if Angelique's case remains open after the baby is born, the department's responsibility includes assessing the safety and well-being of the child regardless of living situation. - If Angelique exits foster care, Speaker 2 will require her to leave the home. - Conclusion: Caregiver willing to continue working with DCFS if Angelique remains in care; case closure immediately ends housing eligibility. ### Housing Transition Pathways (THP, SILP) - Transition options for non-minor dependents include THP to build independent living skills, followed by SILP before age 21. - SILP requires Angelique to secure her own rental and have funds; the department provides structured support but not upfront housing money. - Courtesy notifications will be provided to the caregiver when placement changes occur. - Speaker 2 currently has a SILP youth in the home. - Conclusion: Maintaining the case is necessary to access THP/SILP supports; case closure ends all eligibility. ### Future Placements for Older Teens - Speaker 2 mentioned working with non-minor dependents and older teens and invited Speaker 6 to check for bed availability if a placement is needed. - Speaker 6 confirmed their department works with teenagers and non-minor dependents and noted difficulty finding suitable caregivers for this age group; will keep Speaker 2 on their list. ### Communication Updates and School Changes - Speaker 4 discusses texting Ladonia; number may change soon per Speaker 2. - Speaker 3 decided to switch to online school to finish the last year. - Conclusion: Informational; awareness of number change needed. --- ## Next Arrangements - [ ] Speaker 6 (Adriana) to visit the home on September 4, 2026, at approximately 11:00 AM to speak with Angie and deliver the bassinet. - [ ] Speaker 6 to document the discussion about vaping for the official record. - [ ] Speaker 2 to issue a 14-day notice if Angie is caught vaping again. - [ ] Complete the SRP with clear caregiving roles and tasks for the baby. - [ ] Coordinate with DCFS (Speaker 6) for the planned visit and ongoing documentation of substance use concerns. - [ ] Confirm contingency caregivers (e.g., Sean, Ashley) and their conditions (meetings, sponsor, cessation). - [ ] Decide whether to issue a 14-day notice after gathering feedback from Speakers 1 and 3. - [ ] Schedule post-birth budgeting meeting (caregiver, Angelique, Stephanie, Supervisor) for baby-related funds. - [ ] Confirm whether Angelique has officially requested case closure with her attorney and verify intent and timeline. - [ ] Follow up on car seat and diaper donation requests. - [ ] Provide caregiver courtesy updates on any placement search or SILP exploration by Angelique. - [ ] Verify Ladonia's contact number status and update contact lists. - [ ] [Insert more] --- > **AI Suggestions** > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. No clear decision on an immediate safety plan if Angie leaves foster care before delivery; define steps and responsible parties. > 2. Unclear enforcement and monitoring of Angie's cessation from THC; set verification and accountability measures. > 3. Ambiguity around use of W rate funds; establish guidelines and oversight to ensure funds benefit the baby, and clarify legal and policy guidance to Angelique and her attorney regarding caregiver payment versus youth payment and SILP implications. > 4. Contingency caregiver agreements are conditional; obtain written commitments and agreed criteria (e.g., Ashley's requirements). > 5. Birth plan lacks finalized medical decision-making authority and emergency contacts; formalize before delivery. > 6. Angie's understanding of the legal and child welfare consequences of vaping while pregnant appears limited; a clear plan beyond a single upcoming conversation was not established to ensure she comprehends these consequences. > 7. Immediate next steps and a support plan for Angie and her baby in the event she is required to leave the foster home were not discussed. > 8. Assess Angelique's current money management support needs and provide targeted coaching before and after birth. > 9. Create a contingency housing plan if Angelique closes her case, including resource referrals outside DCFS support.	Sep 3, 2026	Speaker 1 00:01:03 Going back and forth between what should I do? Speaker 2 00:01:10 Not that you're any more important to her, but you're trying. Speaker 1 00:01:52 I'm definitely giving her the chance. Speaker 2 00:01:53 But my my decision that I'm making is if she removes herself from foster care, I have to cut that. I can't have her stay. Speaker 1 00:02:09 Um, if she gets the if she tries to get the the W rate payment to her. Speaker 2 00:02:18 That does concern me. If she goes into SILP, that concerns me because right now all the money would I don't think she would use correctly because of the statements she made last night. Because her desire is to buy a car and move out, and which is completely understandable. One hundred percent can do the buy a car. Speaker 2 00:02:53 At the expense of the the money that's meant for the baby. Speaker 3 00:02:58 In her case, I for at least I cut half of it. My half of the means are like whatever you have left, Speaker 1 00:03:09 Like savings. She's when she first moved in, it was all about she's not breastfeeding the baby. But then when she found out how much. Speaker 2 00:05:52 Can you hear me? Yeah. Okay. Speaker 4 00:05:54 Did you hear Ladonia? Oh no, I did not hear her. Sorry. Oh hello. Speaker 3 00:06:00 How's call going? Speaker 4 00:06:02 Uh, so far so good. Um, by the way, did you end up changing Ladonia's number? I remember I texted her like during her first day of school, but I think I forgot that her number got changed or something. Speaker 2 00:06:13 I might have sent you her old number previously, but her number didn't change yet. It's going to change. Speaker 4 00:06:18 Interesting. Interesting. Maybe it was like the weird phone change or whatever that didn't make the message go through. But I did send a text saying like, " Hey, good luck on your first day of school," and then she never responded. And I remember, oh wait, I might not have her old number or. Speaker 5 00:06:30 Something. She's. Speaker 2 00:06:33 Looking. Speaker 3 00:06:39 To see. She's she's kind of yeah. Oh, it's okay. Speaker 4 00:06:49 It's okay. Thank you. No problem. I hope school is going well for you too. Speaker 3 00:06:55 Yeah, there's a big change with that. I decided to change, like, to online just like to finish out my last year. Speaker 5 00:07:03 No, okay, Speaker 1 00:07:05 That's great. Um, sorry, took a bite. We have something we need to talk to you about. Speaker 4 00:07:15 All right, if I may inquire. Or just by chance a follow up to somewhat of yesterday's conversation. Yeah. Okay. Are you okay with that? Yeah, I'm completely okay with that. Speaker 2 00:07:28 Um, so I did have a conversation with Angie after I talked to you and Ladonia yesterday. Um, the conversation went went okay. Um, she did get offended at first and belligerent. Hmm. Speaker 2 00:07:56 Um, she got belligerent at first. She said that she doesn't understand what the big deal about it is. If if any harm comes to the baby from it, if they're just going to need an IEP for school, Speaker 1 00:08:12 Whoa, Speaker 2 00:08:14 And some things like that. Um, she also said that she's going to drop out of foster care. So that they cannot take her baby. Oh, she she also doesn't think that they would ever take her baby. She's not going to let them take her baby. Things like that. Now, at the same time, I had a conversation with her and I said, " Look, I'm not saying what will happen or should happen. I'm saying you need a contingency plan. What would happen if they drug test the baby? Because you would. Speaker 2 00:08:53 No, that's what we were talking about in the bedroom before we took Ari home. Dom doesn't know any of that part. You knew about that one. Okay. So that was the conversation we had, and then I said, "Look, it may not happen, but you do need a contingency plan. Where do you want the baby to go? Who do you want the baby to be with? Do you want me to take the baby?" And she's like, "No, I get removed from your home." I said, "Okay." What if Sean's not there to take the baby? Where is the baby going to go? And so she asked if. So we had a conversation. She doesn't want the baby to go to Olivia because she thinks Olivia is too controlling. Oh. And I can see that. I can see her opinion on that, which is not an issue. Speaker 4 00:09:44 Yeah, I suppose I can see that. Speaker 2 00:09:45 And then so I offered. I said. You've got a village. I'm trying to get you connected to more people so that you have more people to rely on. So we talked about Ashley Mark possibly doing it. Now Ashley. So after that part of the conversation, like it didn't end that great, but it ended well. Um, she did come to me after that conversation. I did have a mini conversation with Ashley, and Ashley said we would consider that if she was to agree to start going to meetings. Speaker 2 00:10:18 And she gets a sponsor, and she gets accountability, and she stops smoking. Period. Yeah, but they need her assurance. Um, Angie came back to me, and she goes, "I understand what you're saying. I made this drug out of foster care." A couple other conversations we were having was the W rate, which is. She wants to use the W rate to buy a car instead of using it for the baby. Speaker 5 00:10:51 Oh yes, Speaker 2 00:10:52 And some stuff like that. And then I told her, hey, we need the SRP because SRP is the it's the plan that we make where who does what for the baby, and that's what we were talking about at the table yesterday, Ladonia. And I think her eyes were opened about how much work it's going. To take for the baby, and at one point she said, " Well, if he wakes up in the middle of the night and I'm too tired to care of him, I'll just come bring him to you." And we were talking like at three o'clock in the morning type wake up stuff like. Speaker 3 00:11:30 That. Speaker 2 00:11:34 Yeah. She didn't realize a baby has to be fed every two. Speaker 6 00:11:37 Hours. Oh yeah. Speaker 2 00:11:40 So there's a lot to that. Bathing the baby, she she's, She wants me to handle bathing the baby because she's worried about that, and she didn't know about diaper cream. That diaper cream has to go on the baby all the time to prevent a diaper rash. So, yeah, she's she's too busy watching Vampire Diaries. Speaker 3 00:12:01 No, she's watching Riverdale. Speaker 2 00:12:05 Right. So, yeah. So there's a lot that she hasn't gotten. So my dilemma is. Speaker 2 00:12:14 She wants to drop out of foster care for the day. Don't take her baby, and they don't drug test. Speaker 3 00:12:19 Me. Speaker 2 00:12:22 I told her. Well, at the time, I was like, I don't know what this is going to look like, but I'll continue trying to support you, the best I can. But my problem is, if that happens, and this is what I'm thinking, Dom, and I just need y'all's input. One, she's. Even last night, she's not acting very interested in getting better because she doesn't see anything wrong with what she's doing. Yeah. Number two, my other dilemma is I don't put in fourteen day notices, but this is the closest I have ever come to wanting to do that. But for me to put a fourteen day notice in, I need both of your feedback on. Speaker 2 00:13:11 Number three. If she stays, she's taking up a space that could be for another you or another Ladonia of people who want support and help to be better than where they came from. Yeah, I would I would trade Angie in an instant for six more Ladonias, six more of you, because you guys wanted to change and you want to do better. Speaker 2 00:13:41 You you see what you're doing. So, and I have a policy. I don't care if you're going to smoke THC, but in there, in someone else's life, right? Yeah. And I told you when we had that conversation months ago. The only issue I'm ever going to have is when you allow your smoking to affect someone else's life, and that's something I don't abide by. And this is where that's coming. Speaker 1 00:14:08 In. Yeah. Speaker 2 00:14:12 I want to know what you guys think. Speaker 4 00:14:14 Personally, I say as much as I hate to do this, I am deeply concerned for the safety of the baby. Now knowing that even upon confrontation, she does not see any issue with what she's doing, and as much as I love Angie, I think maybe you and the social worker need to possibly come up with a plan where debate. Needs to be removed. I just I hate it because I know how much you know breaking the cycle of abuse and like you know starting this family means for Angie, but it's also abundantly clear that she is not ready. Um, and I am deeply worried for the safety of the baby if she does try to leave the foster care system to avoid the consequences of our actions. Um, I it's sad, but I just. Speaker 4 00:15:11 Not be letting her keep the baby, and I would be fighting for any circumstances for it to be taken away. And that's also hard because also there's no. We're still you're still also working out like if the baby would even be able to come home to you, which hopefully it would be, but also at the same time like there's still also no guarantee, which is also why that's a hard decision to make as well. I don't think she's ready. To have this baby, but I'm also worried about what would happen if the baby did get taken away. But also, I don't think it'd be safe for the baby to be in her care. Upon learning what you just told me, which she said after being confronted, but that was just my personal opinion. Speaker 2 00:15:56 The now I'm gonna let Ladonia give her opinion because she's got some valid points. You might speak up. Speaker 3 00:16:07 Okay, so I feel like. Speaker 3 00:16:12 This was like had yesterday. I feel like, like knowing like Andy like, and we had conversation with her. Like she seems like she's like really excited for this baby. Like she's like, and like her like hearing that she's like willing like tomorrow like, I guess to make a change or like, to finish like some type of work. But like she definitely like needs like a lot of learning. But like I say like, just like give her like a. Speaker 3 00:16:41 She said that she stopped. Well, the day that she, Speaker 2 00:16:45 Yeah. She said she stopped on Sunday when I caught her with the vape pen. However, she had the vape pen in her bra yesterday. The entire conversations. Speaker 5 00:16:59 So he didn't even stop. Speaker 3 00:16:60 Like I feel like, yeah. Like I feel like she gives her another week and I fuck another conversation. I'm like, like you have to. I feel like you have to really like, you can't be soft. Like, I'm sorry, Christy, you can't be soft with it. Like, she, you have to really tell her like you gotta stop. Like, you should have took like the. Speaker 5 00:17:24 Phone. Speaker 6 00:17:35 Hello, yes, good morning. What is Brown, please? This is her. Hi, Miss Brown. My name is Adriana Perez, supervisor with the Department of Children and Family Services. Yes, ma'am. Um, I, I'm good. Yourself? Um, I'm sorry. I was I was in another call when you called me. Um, I was I was in contact with Angelique earlier because I was making an appointment to go drop off a bassinet. I'm sorry. Did I overstep? Speaker 2 00:18:01 No, no, you did not overstep at all. Speaker 6 00:18:04 Okay, because when I heard your voice, Nella was like, " Oh my God." I should have called Miss Brown first. Speaker 2 00:18:10 No, I am perfectly okay with that. Stephanie asked me this morning to give you a call, but I had been in back - to - back meetings, and so I couldn't give you a call until just until I left that voicemail. So, Speaker 6 00:18:23 Oh, okay. Oh no, no, no worries. Give me a call about what was there? Something in particular? I know Miss Stephanie is in training all day. Speaker 2 00:18:32 Yes, so I'm gonna. I'm just gonna give you the entire story. Okay. First off, be aware. My daughters, both of them, which are both kids that came from the foster system. One is still in foster. The other one is adopted by me. They're both my daughters. So they know about the situation. Also, be aware. I don't put in fourteen day notices unless I feel there's an absolute need. Speaker 2 00:19:07 And so I'm going to give you the entire situation, and I'm going to let you make the judgment call on what to do next. But I also am not going to put a 14 day notice in just yet. Okay. Um, I caught Angie this week vaping THC. She is 35 weeks pregnant. Um, when I confronted her about it and talked to her about it. She explained to me she doesn't see what the problem is. The baby is just going to need an IEP. Now, that being said, I have a policy with my kiddos about THP. Um, because they can't smoke in the house, they can't smoke on the property because we live in an apartment complex and no smoking is allowed. Um. Speaker 2 00:20:06 And where I draw the line with use is when it harms somebody else, and in this case, it's the unborn baby. That is not that's still not enough for me to put a fourteen day notice in, but it is enough for me to report that to Stephanie, which I did yesterday. Speaker 6 00:20:26 And you know what, Miss Stephanie, after she got out of training, she did give me a call and made me aware about that. Unfortunately. How can I say the way the way the laws are written? There's not much we can do about an unborn child. However, for documentation purposes, I you know I did advise Miss Stephanie. I'm like, you know what? Let's call the hotline so at least is documented. So that was done. Obviously, there's no referral that can come from it because there's not there's no little person that could be assessed for safety and well being. Speaker 6 00:21:05 Due to this, because the baby's still unborn, right? Um. So, but we we did follow up with that particular piece because I told Stephanie, you know what? Unfortunately, I mean, we could the conversation and and matter of fact, um, in me going tomorrow and dropping off that um bassinet, I actually already just regardless of what Stephanie shared with me yesterday, I actually already had plans to have a conversation with Angelique about that because. I was present, the day that we picked up Miss Angelique's belongings from the from the program that she was at before, and some of it looked like vaping stuff. And you know what I told Miss Stephanie? I'm like, you need to tell her like we're not touching anything that looks like paraphernalia, and we need to have a conversation about this. Is she using? And obviously, to us, she denied. Right. Speaker 6 00:22:05 Said it was a that it was a friend of it, you know, something along those lines. But I was still going to have a conversation with her about that because I was present and I basically saw it with my own eyes. And you know, and my conversation with her was going to be along the lines like, "Hey, I'm concerned. I mean, you have this history. You know, we could get your support. You know, to if if you were in fact using, and obviously part of the conversation was going to also be like, you know, this this effect it could this. Could potentially affect your child, your unborn child, in a lot of ways, and you're opening yourself up to at the possible risk that maybe if the baby is born positive, that the baby can be detained from you. So that was gonna be part of my conversation with her tomorrow. Just you know, I was gonna use the bassinet as like leeway to kind of bring that some of those things up because they were concerns to me. They were moving her things out of that other out of that other program. Speaker 6 00:23:01 But obviously, you know we didn't have anything concrete, right? We were it was just stuff that that was just kind of laying there, like in the trash and and in the bathroom floor. So, you know, we couldn't we didn't have her in front of us to ask her directly, you know. And you know, you can sometimes gauge a person when they're in front of you. Yes. So we didn't have that opportunity to be able to do that, you know. And we just kind of needed to get her things out. But it was definitely still something in the back of my mind that I wanted to have a conversation with her about, and and taking the bassinet to her tomorrow, I was gonna take that time to to have that conversation. Like, you know, hey, you know, I just wanna kind of bring something up. Maybe maybe you feel it's old, but you know, Stephanie texted you because I told her to, and because we saw this this and this when we were picking up your belongings over there, you know. Speaker 6 00:23:54 Is that is that still a concern? That was gonna be my conversation with her, yeah. And and then Stephanie telling me about this yesterday. I told Stephanie, look, we can't. There there can't be a referral. I know that for sure because the way the law is written, we can't do a referral on on a baby that's not born yet. I'm like, but still call it in. So then there's documentation that we've been addressing this with her because if in the future it comes to that, then it can be like, oh, this is new. No, it's been documented. Um, you know, and and and I did advise Stephanie to do that. That was yesterday. Speaker 2 00:24:29 So I had a conversation with Angelique yesterday as well. Speaker 6 00:24:33 Mhm. Speaker 2 00:24:34 And here's how I framed it. I framed it as, because one, we needed to work on the SRP, and two, I needed to know because she is not practicing good decision making on the health of her pregnancy. Um. And so I needed a conversation with her to say, "What is your contingency plans for these situations?" And I laid it out. I said, "One, let's talk about drug use because if they drug test the baby, they're going to drug test the baby's stool, and the stool, the first stool, is going to show everything you ingested as far as controlled substances from the beginning of the pregnancy." And she she was not aware that that could happen. Speaker 2 00:25:22 And I was like, this. It's going to show. It's going to show different intensities based on how long it's been. But it will show. And if they drug test on the umbilical cord, it's also going to show. And I said that could happen. And if it happens, and then they have a a reasonable reason to test that, the baby might get taken away from you. And what happens? What do you want to happen? Do you want the baby to go to Sean? Your boyfriend. If he's not here, what do we do then? Do you want the baby to come to me? And she's like, No, I'd get removed from your home. Then I said, Okay. Then what do you want us to do? And so I made her think through all of that yesterday. I also made her, yeah. I also made her think about things like, what if you pass out giving birth? What if there's a medical situation? I need to know your plans and your birth plans. So I made her think through all of that with me yesterday. Speaker 2 00:26:21 Brown, Speaker 6 00:26:23 If you don't mind me asking, are you a nurse? Or you work in the medical field? Speaker 2 00:26:26 I have very good friends that work in the medical field, and I have thirty - five nieces and nephews, and I'm the oldest of eight kids. Speaker 6 00:26:36 Oh well, there you go. You definitely have a lot of life experience. Speaker 2 00:26:40 Yes, and I've had — I was in care myself, and I was adopted at the age of fifteen, and most of my brothers and sisters were in care, and a. Few of my brothers and sisters have had kids taken away from them for this very reason. So I'm one of the few kids that changed my life around when I got taken put into care. So I have seen all sides of the fence, and that's why I prefer to work with teenagers, and I prefer to work with teenagers like Angie and like the other kids that have been in my care because I I'm not going to say I know what they need, but I know how to support them. Speaker 6 00:27:22 There's you could relate to a certain degree. Speaker 2 00:27:24 Totally understand. Yeah. Now all of this being said, she made the decision last night to call her attorney and ask to be removed from foster care so that the chances are lower that the baby will get taken away because she feels like what she's done would have the baby taken away from her, and that there's a big chance for. So she's trying to mitigate that chance by removing herself from foster care. She was trying to mitigate that chance by having Stephanie removed as her social worker as well, and that was already in play. Speaker 6 00:28:01 Well, that's probably why the court ordered for me to meet with her. Speaker 2 00:28:06 Yes, Speaker 6 00:28:06 I mean, you could try. I mean, I mean, I I don't even know what to kind of say with regards to that now. Um. She's an adult. She could definitely close her case if she feels she has the ability to support herself and her baby. I mean, that's on her. But it's still not necessarily going to take away the issue, right? I'll be honest. If she talked to her attorney, I mean, it could be it could be that it's too early. I haven't received anything. You. Speaker 6 00:28:44 Particularly when there is a concern, the only concern or whatever, or not concern, but thing brought up was that that DCFS to meet with NMD, and this this happened at her last court hearing. So for for me to meet for the supervisor to meet with her because she wanted she wanted to discuss concerns. So I don't, hence why I was pushing to meet with her, one to take the stuff to her, and two to kind of like, hey, well, what concerns? You know, court ordered for me to meet with you. What's going on? Which I mean, all still seemed weird because Angelique, she has my number. Yeah, Angelique and I have been in ongoing conversations in the past. If if she couldn't get a hold of Stephanie for whatever reason, she would call me if she needed something. So if there was some an ongoing issue, I was surprised she she wasn't reaching out to me because she knows how to reach me. She was doing it before, yeah, but. Speaker 6 00:29:41 There's there's a little bit uh how can I say it we're we're reading where she's beating around the bush with stuff so that's that's that's the difference you know it's not for something she needs or is in need of right away it's it's because she's trying to put together something or she's trying to kind of put together something for herself yeah but okay. Speaker 2 00:30:04 There's um there's some additional concerns they're not as big. She does want to get the the rate for the baby that is part of the W rate. She wants to get that turned over to her so that she can, instead of using it for the baby, she's saving up for a car and other things. She, Speaker 6 00:30:29 Well, I mean, that was something for us to discuss closer to or once the baby was born, because that money is not for that. That money is for the use of the baby. And and we could definitely discuss that at a later time. But it was going to be literally a sit down that were going to have with you and her and Stephanie herself to discuss that because that's where the care of the baby and we've had that managed different ways by different caregivers. Some caregivers like, oh well, I can give her of this money, you know, a hundred dollars every month, so she could purchase this, this, and this. Or there's other. Speaker 6 00:31:06 Young moms, I said, oh no! Can the foster mom just keep it and she can buy the things for the baby? You know, stuff like that. You know, full transparency. Since you and I are talking about it at the moment, we've had concerns about her money, her money management. So, at least from what Stephanie and I had discussed, kind of like in preparation for when the baby was born, that was the discussion was going to be like, how about you know, at the beginning. Speaker 6 00:31:36 She can help you budget it. She can give you a few things, and you know, you you can maybe show us receipts. How much are you using the money for? You know, and stuff like that, kind of thing, to kind of see if she build up on those money management skills, not just outright give her the money. That definitely wasn't what I was gonna be pushing or supporting, to be honest. Um, for that exact reason. Speaker 2 00:31:59 Yeah, and just a heads up, and this is hearsay because I wasn't in the meeting. Uh huh. Apparently, her attorney told her that it should have been turned over to her for her to manage. Speaker 6 00:32:10 Oh, for policy, the payment is paid to the caregiver. Speaker 2 00:32:14 Yes, and because that it's not going to her, the attorney was going to try to get her enrolled into SILP so that the money would get turned over to her. Speaker 6 00:32:23 Oh, that's fine and dandy. If she if she has money to move to her own SILP, by all means, go for it. Yeah, Speaker 5 00:32:29 I. Speaker 6 00:32:31 Sometimes, you know, I I try to be supportive and. But I'm a straight shooter too, Ms. Brown. I'm sure Steph. I don't know Stephanie has shared with that. I'm a straight shooter with all of our non-minor dependents. More so because I I try to talk to the non-minor dependents from the point of like the real world. You know, yeah. Right now you have the court and court protection of the department, and there's a lot of things that the department supports you with. But once you turn 21, that's it. Yeah. So, our responsibility from you when you turn 18 to 21, our responsibility. Speaker 6 00:33:03 Or well, our hope is for you is that you learn these independent living skills, and money management is one of them. And we've had concerns with her about her money management before, and her attorney is one of those attorneys that I feel a lot of times because they try to give them their way. It's enabling some of these negative things rather than helping resolve or supporting solving it. But at the same time, we were not going to be doing anything that was in any way in violation of her rights. This attorney already knows because we have her in another case where that young lady is also a parent. So the attorney already knows. We this attorney, and I'm surprised this attorney hasn't caught on to the fact that I'm the supervisor. Our policy says we pay it to the caregiver. It goes to the caregiver, but we could definitely have a sit down. Speaker 6 00:34:00 With the caregiver and see how we will manage that. It is not given to her directly. That's the way the policy is written. Okay. You know, so and and it was already in the works that we were going to have a discussion with you and with Angelique and you know with Stephanie and myself once the baby is born to figure out how we could help her. You know, manage that and what would be the best plan and stuff like that. But that's not what that's for. Yeah. The only thing that she gets directly is this, um, is this first thing that's called the early infant supplement, which we already put in the paperwork for. Yes, it's funding that that covers, quote unquote, a certain amount for the last three months of her pregnancy. But she gets she's given a one lump lump sum check, and that too is supposed to be used for purchasing clothes and you know to prepare for the for the coming of the baby, mind you. I mean. Speaker 6 00:34:57 We had a baby to baby donation with bassinet, so we got a bassinet that I'll be taking to her. And we actually even put an additional request, like, hey, if there if car seats become available, can we get a car seat? If you know diapers, because all that stuff is expensive, so we had to even put additional requests. So you know, but unfortunately, once they cut that money to her, we can't necessarily ask her for receipts what she spends it on. I mean. But then, obviously, later, well, I don't have clothes. You were giving this money. How come you don't have clothes? Yeah, you know, that's that's when those questions will be asked. But, Speaker 2 00:35:38 Huh? I I will be honest with you. Um, I've talked to my my daughters and and said, hey, I don't do fourteen day notices. I will give her. We're going to give her a week to see if there's any change in her attitude towards wanting to better herself and. And not create a repeat of her past for her baby. There are a lot of red flags. I'm willing to continue working with her and working with you guys. However, if she does remove herself from foster care, I am going to ask that she leaves the home. Speaker 6 00:36:16 Oh no! I mean, does she remove herself from foster care, ma'am? Like, yeah. Um, we either. Obviously, it's like if she wants to close her case, she closes her case, and she can't stay in any of our possible—not in a foster home, not in a THP program, not even SILP. Right? If she says, "I don't have an open case anymore," that that would definitely be out of the question. If she says, "Oh, can can you guys help me find another placement?" I mean, we'll look for another placement, and we'll transition her after. We'll transition her as soon as we find a place. Or if she says, "I want to do SILP," okay, well, this is what you need for SILP, and if. Speaker 6 00:36:55 You know, part of that is she has to find the place that she would be going to sleep. Like if she's going to rent a room or she's going to rent her own apartment. But I mean, for that you need money. Yes. That you know the department we we don't have it. Like we we support you know like usually what we usually want for a non minor dependents is. If they're in a foster home and at eighteen they say, "Oh, I want to go to a THP program." Cool, they go into a THP program. They kind of see what is, kind of living on their own, without the pressure of paying rent because the THP program handles that. But they also get an allowance to like to pay like the light bill, the water bill, and buy their own groceries. So they kind of get you know to build on on those skills, and then from there, you know maybe the last year move into a SILP. Then that way you know what is to pay a rent. Speaker 6 00:37:52 And pay your bills and stuff like that, and you can kind of get acclimated, you know, still getting some funding from the department. But then once with the with the knowledge or the awareness that once you turn twenty one, you're not no longer gonna get this funding, right? So that's usually what we like to see for our kids. Do all of kids follow that? No, that's just how it is. But yeah, I mean, if she if tomorrow she tells me, oh, I'm already working with my attorney because I want to close out my case. I mean, yeah. As soon as the case is closed, she can no longer stay in any of the housing options that the department has. Okay, not in your home, not in a THP program, not even SILP. If she wants to close out her case, um, if she were to just tell me like, oh, I want to go to another placement. I mean, we'll start searching and we will keep you posted. Like, oh, we found a place. You know, just courtesy, right? Oh, at a courtesy, we would say, oh, she wants to move to another foster home. Okay. Speaker 6 00:38:49 You know, and as soon as we find them one, we'll let you know. So then we can obviously make arrangements to go and help her move. Like that's just courtesy. We will let you know that. Yeah. Or same thing like if she says, oh, I wanna, I wanna explore a SILP, uh, you know, with a family member, with a friend, or or I found this room for rent on a lot of because a lot of youth do that. You know, find they find rooms for rent, um, in a in a, you know, in the community. And you know they they pay their rent and they move in and all that stuff. Same thing. We would we would keep you posted on that. You know, out of courtesy. Speaker 2 00:39:27 And I I do have a SILP kid already. Speaker 6 00:39:30 So oh, okay. Yeah. Speaker 2 00:39:32 Yeah. Um, and like I said, I'll be honest. We're gonna give her a chance. We're gonna at least give her a week. I'm not saying we're putting a 14 day notice in. I'm saying if we catch her vaping again. And she's still carrying the vape. That is where we're gonna probably put that fourteen day notice in. Okay. Speaker 6 00:39:56 I understand. I I totally understand. I mean, my hope is that maybe once I speak with her tomorrow, she, I don't know, figures that out. Like, yeah, you know, we can't control everybody. Unfortunately, right? She could tell me, " Yes, Miss Adriana, I'm sorry. I'm not gonna do this again." Or, or no, Miss Adriana, I'm not using. Or, Or yeah, here and there I have blah. Yeah, I mean, I'm a street shooter and a realist with them. Like, look, can you at least respect this home? I mean, you can walk away and go around the corner and do it, and not have that in the home. Like, can you at least respect the home that way? Like, you know, because I'm gonna be like, like oh, biddy biddy boo. Like, oh, you're not gonna use no more, right? Like, no, we have unfortunately a lot of kids that. Speaker 2 00:40:48 I I will be honest. That is my rule in the house as well. Speaker 6 00:40:51 If you if you want to smoke, I can't stop you. But you can't come in the house. You can't do it on the property. You have to walk. But in this case, it's more. You you got another. You gotta. You're harming something else. Mhm. Oh yeah. I. Yeah. So. I I completely understand. Speaker 2 00:41:15 That. And. Trust me, I love her to death. She is a great kiddo, and I will call her a kiddo. I told her this early on when she moved in. You are going to get called a kiddo until you are thirty eight at least, because that's just how I am. I am southern, but at the same time, we, you know, we do want to be concerned about her health and her baby's health, and she knows that. She knows that that is my stance. Speaker 2 00:41:47 I am the kind of person I put boundaries in place for your age, and I say these are the boundaries in which you can operate for your age. I don't control the situation. I try to make sure that there is as little as possible. We discuss with transparent about bills and costs of living and all of that. Everybody has a say so in the home. I know that I am one of the more unique foster parents. Out there because I know a lot of foster parents that are not like me and they're very controlling, but I also understand what it looks like for kids to leave foster care at 18 because you know we didn't have the 21 thing when I was growing up, and not know what to do and repeat the cycle. Speaker 6 00:42:36 Right, right, yeah, and not have those those skills to survive right in the real world. I I totally get that. Yeah. Um. So I definitely understand your concern, and I appreciate you also being transparent with me and Stephanie about your position. I, you know, at least from from what I'm hearing, you're like, you she wants to do SILP is not an option in your home, and I get it. I understand why. Yeah. Um. You know, and it's like, how can I say it? You know, I'm sure it would be a different situation if she was demonstrating different things to you that she was responsible. That she, you know, right? All things are earned. Speaker 6 00:43:13 All those things are earned, and it's like if you can't build on that trust, yeah, how can you say, oh, you know, that she's gonna keep to her agreement of like paying you a certain amount of rent and this, that, and the other, and you know, so it's like I totally understand. I'm, I'm not even against that, and I appreciate you letting us know your concerns, which are our concerns as well. And like I said, you know, Stephanie, even after being exhausted after training and stuff, she called me like, Adriana. Miss Brown, share this. I know that you're planning to go and see her, um, as soon as possible and take that bassinet to her. You know, can we bring it up in a way we're not we're not saying, "Oh, Miss Brown told us." I'm like, don't worry. I was already it was already something I wanted to discuss with her based on what I had seen at the THP program. So don't worry about that. Um, so I'm like, but tell Stephanie, but call it in because I want to record that this is that we've been discussing with her. Speaker 6 00:44:09 So, if in the future, yeah, if when the baby is born, there's other concerns, and and that's the thing. Like, I feel like sometimes they don't understand. You know, she may say, "I no longer want to be in a foster home. I want to do myself." But if she continues with the case open, part of our responsibility, our our ongoing responsibility, is going to be assessing the safety and well being of the child as well. Yes. Let's say because the way things. Things have changed, you know. There's a lot of more leniency nowadays with marijuana and all that stuff. That you know has come down. You know, it wasn't that wasn't the. I mean, that wasn't even the case when I started working with the department. You know, 19 years ago, if you had parents testing positive for marijuana, that was also grounds for neglect and to detain kids. But now, with marijuana being legalized and all that stuff, there's more leniency towards it. Speaker 6 00:45:07 So, I mean, there is still there is still that slim chance that even if, when the baby's born, if the baby tests positive or doesn't or whatever, and she still continues that they may not detain detain the baby, but even if she's in a SILP and still has an open case, part of our job is still going to continue to to be assessing the safety and well being of that baby. And if we see any concerns, we're mandated reporters. We're going to call it in, yes. And there is going to be an investigation. So. I don't know if she thinks that oh it's just because she's in a foster home. No, it's not because you're in a foster home. If you continue to have an open case, myself, Stephanie, and anybody of the department or a community resource that's you know providing you support because of a referral by the department, they're all mandated reporters, and if they see concerns for safety and well-being, they have, they are mandated to report the concern to the hotline. Speaker 6 00:46:03 And if an investigation happens, an investigation happens. So it's not just because she's in a foster home that has nothing to do with it. Speaker 2 00:46:09 Yeah. And I'll be honest, the moment she goes into the hospital to give birth, they are going to be listening to what she says. And I have not told her this part, just because I don't feel that it's going to make a difference. But I've had friends go in and fantastic people that they went in to give birth. My best friend, she has a four-year-old son. She went into a little company of Mary and Torrance, and gave birth to her son. Someone brought up in the hospital room how she's a sponsor and in recovery, and she never had a drug addiction problem. She was in recovery for in Al-Anon, so completely different thing that she was in recovery for. Speaker 2 00:46:58 And they still drug tested her and the baby, and brought in a social worker because the nurse overheard that she had been in recovery. So Angie, Angie, they may still overhear something she may or may not say on the phone to a friend or to her sister, or to her boyfriend that may cause them to want to drug test the baby. Speaker 6 00:47:19 I mean, and they may not even necessarily because. I mean, I remember giving birth. They they still do blood work on all the moms, anyways, and then the babies too. Just part of regular health screening, and something could potentially come up, and it could not necessarily even be with anything that she or any other person in that in that hospital room says. The hospital is just they're gonna be doing blood work on the parents, blood work on the baby. That's just standard. Yeah, and things will show up there. Like then from there, the I mean, it's it's not even sometimes it's not even that right. Speaker 6 00:47:51 Um and and they'll they'll do what they need to do from there. So it's like like I said, I don't know if she thinks that's solving the problem or like her being like, oh, um, if not, I'm I'm not in a foster home. It's like no, if you have an open case with the department under AB 12, you gave birth to your baby. Our responsibility is to every single month that we have contact with her. It's also assess that baby and make sure that baby is being taken care of. That that baby is provided provided. The minimum level of care. Bottom line, it's not just because she's placed in a foster home; that has nothing to do with it. Right. But you know, maybe she doesn't understand that particular piece or or what. But it's like, and and we know her history, so yeah, it's going to be an ongoing theme that we're going to make sure we always look at when we go anywhere she's living at. Yes, we're always going to be looking out for that. So. Speaker 6 00:48:50 I get it, and Miss Brown, I appreciate your openness. I mean, I appreciate you, you know, having good, real conversations with her, and and even giving her another chance. And you know, and like I said, she'll probably get somewhat of a earful from me tomorrow as well because of what I saw. Yet, what I saw when we picked up her belongings last month was the last month, yeah, or the month before. I feel like sometimes my days get crossed because I took vacation in between, but you know, so it was something I was already planning to have a conversation with her about, and obviously to you know why why what's going on why would the court want me order specifically that you want to meet with me what what's the issue, and whether it's Stephanie as her worker or somebody else as her worker we're gonna keep looking for the same things it's not gonna change yes and I just. Speaker 6 00:49:48 Maybe she doesn't see it that, or she thinks differently, but that's just the reality. It's not gonna change. But um, but we for sure will will be in touch and save my this is my county cell phone, so feel free to it and any concerns, you know, feel free to share them with me or send me a text. Um, if Stephanie's not available, um, feel free to reach out and go from there. Um. And I will be. I'm not sure if you'll be if you will be in the home or not tomorrow. But the plan is that I'll be in your home tomorrow at eleven. Dropping dropping that stuff that stuff off to her and and having a visit with her and a conversation with her. Speaker 2 00:50:33 Okay. I am working from home tomorrow because I work from home on Fridays. Okay. I'm not sure what time you're coming, but I do have several training classes that I'm teaching tomorrow. So, if my if my door is shut. Just know that I'm in meetings. I I think I'm in solid meetings until lunchtime. Speaker 6 00:50:53 Oh okay yeah. My plan is to be there around eleven because I do have meeting at nine in the morning. Um and then I'll be heading like straight there. So I I told her about eleven o'clock. Um, yeah. So uh, thank you for letting me know. I I won't bug you. Um, Speaker 2 00:51:10 No worries. No, the girls can come in and bug me. They know. Um, so not an issue at all. I just may not be able to come out and say hi. Speaker 6 00:51:19 No, yeah, no problem. I I will definitely keep that in mind. Okay, great. You have my number, and we can definitely be in communication. Speaker 2 00:51:29 Okay, fantastic. And thank you so much. I do need to jump because I have a meeting that I got to prep for. Um. No. No worries. Another kiddo over to the dentist. Speaker 6 00:51:39 No worries, Miss Brown. I appreciate you getting getting back to me and and us being in in communication. Speaker 2 00:51:46 Right, and by the way, I know we're not in the same space, but in the future, I'm still working with non - minor dependents and older teens. So if you guys ever need looking for somebody, just check with me and see if I've got an open bed. Speaker 6 00:52:06 And because that's what we — that's what my unit works with, youth permanency. So we're working with with teenagers. Teachers that unfortunately, you know, they didn't reach permanency, whether adoption or guardianship, and and then they transitioned. Some of them, you know, transitioneditioned to also non minor dependents, like in Angelique's case. Speaker 2 00:52:25 Yes, and I've got, I got another daughter. Her name is Dawn. She's a non minor dependent through SILP, and so she's she's Angie's roommate, and she'll be there tomorrow too. Speaker 1 00:52:39 Oh okay. Speaker 2 00:52:40 Okay. I call her my daughter because she's been. In and out of my home under respite care many times since she was fourteen, and she finally became mine about four days after Angie came. Oh, okay. So she's a great kiddo, and then my daughter, who's now in college, I got her when she was fifteen, and I adopted her at seventeen. Speaker 6 00:53:05 Oh wow! I I will do. It's it's so tough to find caregivers that. Can be understanding of some of the behaviors and and emotional needs of older kids. So hard to find placement. So trust me, I will definitely keep you, add you to my little list of caregivers if if we're ever in need and and and and be in contact with you. Speaker 2 00:53:30 Awesome, thank you. All right, I have to go. I'm so sorry. Speaker 6 00:53:33 No worries. All right, you take. Thanks. Bye. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=0192dbd6-f196-4b96-ab8b-706879a1f048&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODU0ODg2NiJ9.CgoKBHNuaWQSAjY0EgsI4omDyq6uxT8QBRoONDQuMjIyLjE5MS4yNTMqLEtBRDh0SGZxUG10UGl1V3B0VEZ3dHY3QldpMm90YVd6UXYrTEhkZnVPRjA9MJoBOAFCEKI3_HyDQAAAIAWpM6VUWf9KEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.ctkb1-FfbiSUcdIk6NMqgHJPzo41lVf4QnWVkAXMr-s&ApiVersion=2.0	Processed▾	Schedule post-birth budgeting meeting with caregiver, Angelique, Stephanie, and Supervisor to structure W rate fund useVerify Ladonia's contact number status and update contact lists before the number changesEstablish a structured plan to ensure Angelique understands legal and child welfare consequences of THC use beyond the single September 4 conversation+9	✓	Foster Care / Kids▾	—	n/a - non-CW type	—	—	—	✓
09-07 Reasoning-Note: Risk Assessment and Action Plan for Daniela's Premature Exit from Foster Care	 ## Core Synopsis The central reality is a high-risk, premature exit from foster care by Daniela, a young mother with trauma history, limited financial stability, and fragile support structures, catalyzed by distrust of the system and urgency to assert autonomy. The narrative shows repeated displacement in group homes, active college pursuit under strain, and a decisive discharge into a Connecticut lease with immediate bills and no stable income, while partner Vysna, also a foster care alumnus, exhibits volatility (hospitalization after binge drinking, access barriers to visits) and optimism unmoored from financial planning. The proof is explicit: Daniela is living from garbage bags, paying for diapers and food despite foster funds flowing to others; she withdrew from Hunter due to life instability; she signs out against caseworker warning of shelter risk; and within days of moving they face bills with job prospects uncertain. The stakes are existential: infant welfare, cycle-of-abuse avoidance, housing security, and marital durability hinge on whether this couple can convert intent into reliable income, stable caregiving, and sober, predictable behavior. We acknowledge the moral weight: We are dealing with the consequences of systemic instability intersecting with individual agency under extreme pressure. ## Risk Architecture: Instability, Agency, and Leverage Points - Trajectory of Displacement and Distrust Daniela’s multi-placement history and severe childhood abuse created an adversarial stance toward foster systems. The Inwood House placement addressed pregnancy-specific needs but failed to meet basics (access for partner, reliable provisioning), eroding trust and accelerating exit. - Financial Reality vs. Aspirational Planning The couple moved into a Connecticut apartment with immediate rent due and existing bills. Income is speculative (job “hope”), while outflows are certain. Foster stipends previously intended for essentials did not reach Daniela, forcing personal spend-down and depleting savings—now replaced by fixed housing obligations. - Caregiving Load and Education Interruption Daniela attempted night classes at Hunter College post-partum but withdrew mid-semester under instability. Education is a lever for long-term mobility but currently subordinated to survival logistics. Infant Elijah’s care is continuous; childcare and transport constraints are implicit blockers. - Behavioral Volatility and Safety Risks Vysna’s ER incident (life support after extreme intoxication) the night before the wedding signals risk to household predictability and co-parenting reliability. His optimism about finances is detached from cash flow realities, increasing exposure to arrears and conflict. - Institutional Warning vs. Individual Autonomy Caseworker explicitly flagged shelter system risk for young moms exiting care prematurely. Daniela rejected longer-term financial benefits, prioritizing dignity and control. The move reframes the problem: from system navigation to bare-knuckle self-sufficiency under time pressure. - Core Fear and Motivational Driver Daniela’s stated fear—repeating parental abuse—anchors a strong internal moral compass. The couple’s shared commitment to “do it together” is real leverage if converted into specific routines (budgeting, sober living, childcare scheduling) that break the chaos cycle. ## Challenge-Response: What Must Change to Avoid Collapse - Status Quo Unstable placement history; immediate bills; no confirmed income; partner access barriers; withdrawal from college; evidence of financial leakage and behavioral risk. - Gap/Pain Cash flow deficit, unreliable provisioning, and a volatile partner dynamic threaten housing security and infant welfare. - Response Logic Stabilize income quickly, impose behavioral guardrails, and secure infant needs with contingency buffers. Translate agency into disciplined routines that replace foster care scaffolding. ## Next Move (Action Items) **@Daniela** - [ ] Secure written lease terms and set up automated rent payments with a weekly cash flow plan (income targets, bill calendar) - [TBD] - [ ] Enroll in WIC and SNAP at the local Connecticut office to stabilize food and infant supplies - [TBD] - [ ] Book an intake appointment with Connecticut family services for postpartum support and potential housing assistance backstops - [TBD] **@Vysna** - [ ] Apply to three local employers with immediate start dates (in-person applications + follow-up calls) and obtain one offer - [TBD] - [ ] Commit to a sobriety plan: schedule an appointment with a local counseling program and attend first session - [TBD] - [ ] Coordinate a weekly visitation and caregiving schedule with Daniela that aligns with work hours - [TBD] **@Caseworker (Inwood/CT transition)** - [ ] Provide a written benefits summary and contact list for Connecticut resources (WIC/SNAP, housing aid, childcare vouchers) - [TBD] - [ ] Facilitate records transfer and confirm that infant medical care is set with a local pediatrician - [TBD]	Sep 7, 2026	Speaker 1 00:00:22 Daniela Moved into her first group home at age 16 after being. Speaker 1 00:00:35 Daniela moved into her first group home at age 16 after being severely abused by her father. Since then, she's moved a dozen times, most recently to a special group home in Manhattan for pregnant girls in foster care, called Inwood House. Speaker 2 00:00:53 I was pretty much decided that I was gonna have an abortion, and I told my boyfriend. And he says he can't. We're having this baby. Speaker 1 00:01:07 Nineteen - year - old Vysna came to America from Cambodia after his parents died when he was still an infant. He's been in foster care ever since. Speaker 2 00:01:20 Look how big you are. Well, it doesn't matter. It's coming. It's coming. I'm telling. It's coming because I'm big. Yeah. Why are you so anxious? Speaker 3 00:01:28 To have a family of my own. You know that. For me to have. A little me, I've waited a long time for that. This is gonna be a little you. Yo, my eyes, my features, because you know I'm pretty. Speaker 4 00:01:45 Okay. I've. Speaker 2 00:01:57 Never been so unhappy. Right now, I'm living out of garbage bags, and I don't feel like that's something I should have to do. I shouldn't have to wake up every every other week in a new placement. I don't have any of my belongings. They're all at my former placement. I'm a college student, and I don't even have my books with me. I've been buying my own diapers, buying my own food. Speaker 2 00:02:28 When foster parents are receiving money to do that for me, so instead of allowing me to save, I've been depleting my funds. Vysna can't even come here to visit, and he needs to spend time with his child as well. Speaker 1 00:02:44 Despite the turmoil in her life, Daniela continues taking classes at night at Hunter College. Speaker 3 00:02:51 You got me looking like I'm soft, baby. Oh, please. Got a little sweet thing on my shoulder. Speaker 2 00:02:60 That's so he doesn't trip on you. Here. I just knew when I had Elijah, I was going back to school. Speaker 5 00:03:09 And. Speaker 2 00:03:10 I thought, despite the obstacles, I would make it. Speaker 5 00:03:13 And it hasn't. Speaker 2 00:03:15 Worked out that way. Speaker 2 00:03:27 I had to withdraw before the semester ended. It was just too much going on in my life for me to focus on education. This is when I came to Trinidad. This is in my grandfather's room. Speaker 3 00:03:44 You look like Elijah a little bit. Yeah. How do you feel when you see pictures of your father. Speaker 2 00:03:55 I don't know. I get angry. I guess my father, he hit us with two by fours and literally anything he could pick up. My mother, she would sit back and allow him to do it because he would beat on her too. I used to get mad when my staff in my group homes would tell me mothers. Speaker 2 00:04:26 Like animals in the wild, mothers protect their children, you know. And I'd say, well, my mother's not a mother because she never protected us, Speaker 3 00:04:34 You know. So she was your mother, but not your mom. Speaker 2 00:04:38 Yeah. I plan on leaving. Actually, today I would love to sign some papers to just get myself discharged, as far as I'm concerned. Speaker 6 00:04:48 You know what, Daniela is my my responsibility. I'm gonna try to. Talk you out of signing yourself out. I know. I can see it already. We have had young moms that have signed themselves out of care and have found themselves in the shelter system, and have found themselves really living a really tough life. Speaker 2 00:05:07 All I have to say is this: Best man, I have a plan. Hopefully by next week. Wednesday, I should have signed the lease and be on my way to my apartment in Connecticut. To me, it's not worth the financial benefits of staying in the system. Hi, Speaker 4 00:05:38 Elijah. Speaker 4 00:05:52 We're home. You crawling, Elijah? You have. Speaker 2 00:06:12 To pay rent in two three days. Speaker 3 00:06:14 Hope I get this job, cause then we won't have to worry about. Bills coming and we don't have any income coming. Speaker 2 00:06:22 We got bills already and we just moved in. Speaker 3 00:06:25 I don't think financially anything worries me. Speaker 2 00:06:27 I know it never has. Speaker 3 00:06:29 I guess my my only fear is that one day that you're gonna get in a big argument. You know, I guess that's my only fear, just to not be with you. Speaker 2 00:06:42 I think my biggest fear is repeating what my parents did to me with Elijah. Speaker 3 00:06:51 It's it's gonna be a struggle, but we can do it as long as we do it together. Speaker 1 00:06:56 Today is Vysna and Daniela's wedding day. The ceremony was supposed to begin two and a half hours ago, but Daniela still has not arrived. Speaker 3 00:07:11 Why don't you let somebody get Elijah dressed and then you get dressed, Speaker 1 00:07:16 Okay? There also were serious doubts about whether Vysna would. Make it to the wedding. The night before at his bachelor party, Vysna got so drunk that he passed out and wound up in the emergency room on life support systems. Speaker 2 00:07:31 Here I am, the day before my wedding, wondering, am I getting into something that I'm going to regret. Speaker 5 00:07:41 By virtue of the authority vested in me by the state of Connecticut. I do pronounce them husband and wife, and they kiss the. Speaker 4 00:07:57 Bride.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=369aa7fa-0437-4a36-9176-738b8205351a&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODc5NjYzMiJ9.CgoKBHNuaWQSAjY0EgsIyKH_ycq-xj8QBRoLOTguOTMuODcuMTIqLFR5eFkrK3p6WGpqaW9tVVdZR3JMQXNocDhFaFFRTElBanR2a0oxZ2VDUTA9MJoBOAFCEKI46MZE8AAALXXk1tv7IWlKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.PMF3Hd-KZOVmwbPOmV06h6VPIRwu8bOH-n99vpo9_W4&ApiVersion=2.0	Processed▾	Daniela to secure written lease terms and set up automated rent payments with a weekly cash flow planCaseworker to provide written benefits summary and Connecticut resource contact list including WIC, SNAP, housing aid, and childcare vouchersVysna to apply to three local employers with immediate start dates and obtain one offer+5	✓	Foster Care / Kids▾	—	n/a - non-CW type	—	—	—	✓
09-08 Meeting: IT Infrastructure Review and Cloud Migration Strategy	## Meeting Information > Date: 2026-09-08 11:30:16 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 3] [Speaker 4] [Pete] ## Meeting Notes - Topic Title: Report Review and Key Focus Areas - Description: - Speaker 3 sent a comprehensive report and maintains updates in ScalePad. - Pete will review the report and suggests adding dates and savings to in-progress and completed items. - Aim to present a version to “Sharp” with clearer timelines and financial impacts. - Conclusion: - Pete will review the live report link today and provide feedback. Speaker 3 will incorporate changes. - Topic Title: Partial Backup Monitoring and DR Planning Blocked by Colo Bandwidth - Description: - Issue: The colo circuit cannot carry the required load; tickets are repeatedly closed. - Current status: Ticket reopened; awaiting a quote; ordering must go through the colo provider (Digital Realty referenced). - Pete emphasizes keeping the ticket open and obtaining an order/quote before meeting with Sharp. - Conclusion: - Pursue the colo circuit upgrade immediately; target having it “on order” before the Sharp meeting. - Topic Title: Hardware Security Keys for High-Privilege Accounts - Description: - YubiKeys are already enforced for Gaston, Robert, Speaker 3, and Pratt. - Executive Leadership Team (ELT) approval is pending. - Meeting with the ELT is scheduled for September 14 or 15, 2026 (Speaker 3 referenced “next Monday,” tied to the creation date). - Conclusion: - Potential to move forward after the ELT meeting if approved. - Topic Title: Documentation Initiative and Hadoop Migration Status - Description: - Documentation initiative (IT Glue) delivered. - Hadoop migration: prior page indicated it continues; clarified that if data isn’t in Hadoop now, it won’t be migrated. - Conclusion: - Documentation complete; Hadoop migration effectively not proceeding for non-Hadoop data. - Topic Title: Steering Committee Composition and Agenda - Description: - Members: Erin (E R I N), Jennifer Calmet (data analyst; works with CareLogic, SQL reporting), Crystal (programs, Apollo), with occasional participation by Dr. Barber. - Upcoming agenda: new AI policy and outstanding items from Speaker 3’s list. - Conclusion: - Meeting planned for early next week (around September 14–15, 2026) to review the AI policy and open items. - Topic Title: Retiring On-Prem AD and Moving Services to Cloud - Description: - Plan: retire domain controllers, on-prem file services, and on-prem AD; move to cloud-based services. - SQL Server migration to the cloud is postponed due to Pratt’s maternity leave until January 2027; limited on-prem remains at the colo. - Access: Only Jennifer and Pratt need SQL access; a single domain controller will be kept for that need. - Pete raised a concern about cloud connectivity; the plan accounts for minimal on-prem needs. - Conclusion: - Proceed with AD retirement independent of SQL migration; maintain a minimal on-prem DC at the colo until SQL fully migrates. - Topic Title: Google Workspace Hardening and Mail Cutover Plan - Description: - Google Workspace was hardened in Q2 2026. - Mail cutover (I-65) to begin at the end of Q4 2026; likely finish in January 2027. - Resource planning caution: Emil and Charl often take time off in late December; schedule accordingly. - Conclusion: - Plan for an early December 2026 start with completion in January 2027; confirm resource availability. - Topic Title: AD Health and Remediation - Description: - Work done: reset passwords, moved computers off unhealthy directories; remediated to sustain through year-end. - Conclusion: - Stabilized on-prem AD pending full retirement. - Topic Title: Security/IT Tool Consolidation and Endpoint Status - Description: - Consolidation delivered; ~30 computers still need Trellix uninstalled; Huntress is active even on those. - Tools removed: CrowdStrike, Trellix, CyberReady/CyberEye (as stated), Absolute, Duo, MaaS360, McAfee EPO, LogMeIn, Zoho Desk, legacy RMM. - Installed: Huntress and Crimson tools (RMM/vendor tools); Duo functionality replaced via Google MFA. - Conclusion: - Consolidation largely complete; Trellix uninstall remains on ~30 devices. - Topic Title: Google Workspace Account Cleanup - Description: - 190 accounts deleted and licenses reclaimed. - 3 accounts pending due to large file migrations to shared locations. - Conclusion: - Finalize migration for the 3 remaining accounts before marking complete. - Topic Title: Telecom Cleanup and Mobile Refresh - Description: - TPx and Peerless cleanup in progress; Verizon/T-Mobile cleanup advanced; T-Mobile nearly removed. - Verizon phone upgrades: 55 phones being refreshed due to app compatibility needs. - Target date discussed: complete by September 30, 2026. - Conclusion: - Set target completion by September 30, 2026 for the Verizon refresh; ongoing telecom audit continues. - Topic Title: Box Migration Deferred - Description: - Box migration deferred due to Pratt’s leave; contract exit only possible next year. - Target to revisit in Q1 2027. - Conclusion: - Hold until Q1 2027; cannot exit the contract earlier. - Topic Title: Email Security Transition (Barracuda/AppRiver to Avanan) - Description: - Plan: Transition Barracuda to Avanan. - AppRiver Secure Mail to remain; Avanan does not provide equivalent secure mail features. - Microsoft could replace Secure Mail later with E5, but it is less granular. - Conclusion: - Proceed with Barracuda → Avanan; keep Secure Mail via AppRiver for now. - Topic Title: Security Awareness Training (KnowBe4) Scheduling - Description: - KnowBe4 training moved up from Q4 2026 to Q2 2026 due to prior contract expiration; email security shifted later accordingly. - Conclusion: - Note corrected in the report to reflect the scheduling swap. - Topic Title: Incident Response Plan and Tabletop Exercise - Description: - Tabletop exercise scheduled for mid-October 2026. - Plan to finalize the Incident Response Plan after the exercise; likely earlier than Q1 2027. - Conclusion: - Proceed with the mid-October tabletop; finalize the IR plan thereafter. - Topic Title: Cloud Migration Plan and Project Formalization - Description: - Migration from Google to Microsoft to be documented as the “cloud migration plan.” - Full plan promised by next week (around September 14–15, 2026); Speaker 3 is writing it this week. - Pete suggests opening a formal project and scheduling resources. - Conclusion: - Create a formal project and deliver the plan in the next briefing (September 14–15, 2026). - Topic Title: Avanan Cutover Scheduling - Description: - Speaker 3 plans to coordinate with Anton next week to schedule the Barracuda → Avanan cutover. - Conclusion: - Schedule with Anton next week. - Topic Title: Zoom and Telehealth Consolidation - Description: - Doxy.me and “LV” are used by different clinical groups; decision pending by Dr. Barber and the new CMO to consolidate to one. - Zoom contract mid-2027 (Speaker 3 said mid next year; context suggests mid-2027 relative to the 2026 creation date). - Pete wants clear “before/after” costs and savings (e.g., $18k–$27k/year current vs. post-consolidation). - Conclusion: - Add current costs and projected savings; proceed after the clinical decision; move meetings to Teams where possible. - Topic Title: Headquarters and Site Bandwidth Upgrades - Description: - Quotes received; leadership review pending; HQ currently 100/100 Mbps; all sites ~100 Mbps. - Pete recommends at least 1 Gbps; Kashif is resistant to >200 Mbps; budget for the upgrade is approved. - Conclusion: - Present quotes to leadership; pursue higher bandwidth (≥1 Gbps) where feasible. - Topic Title: Device Inventory Reconciliation - Description: - Reconciled ~380 computers; reduced unknown devices from ~100 to ~20. - Conclusion: - Inventory significantly improved; ~20 devices remain unresolved. - Topic Title: Data Long-Term Strategy and Colo Constraint - Description: - Strategy: upgrade colo bandwidth, then pivot to SaaS for the long term. - Aslan informed of the strategy; waiting for the colo upgrade to proceed. - Conclusion: - Proceed post-bandwidth upgrade. - Topic Title: AI Use Policy and Tooling - Description: - Meeting next week to review the AI policy; determine HIPAA-compliant tools for CareLogic and internal use. - Considering Claude for internal use; Jennifer is leading the CareLogic AI tool review. - Conclusion: - Review and approve the AI policy and tooling next week. - Topic Title: Cyber Liability Insurance Renewal - Description: - Re-signed with the current vendor last Thursday due to lower pricing. - Conclusion: - Renewal complete. - Topic Title: Budget and Billing Alignment - Description: - Proposal originally ~$47,280/month plus added resource (Robert) ~+$8,000/month; target billing ~$55–56k/month. - Concern about recent $59k billing; determined to be a transposition error; correct to ~$56,500. - Under budget for FY2026 by ~$300,000 overall. - Conclusion: - Align monthly billing to ~$56k; remove confusing line items; Pete to provide the final signed proposal for the exact figure. ## Next Arrangements - [ ] Keep the colo circuit upgrade ticket open; obtain a quote and place the order before the Sharp meeting - [ ] Present bandwidth upgrade quotes to leadership; target ≥1 Gbps at HQ and sites - [ ] Meet with the ELT on September 14–15, 2026 to approve YubiKeys for high-privilege accounts - [ ] Finalize the Verizon phone refresh by September 30, 2026 - [ ] Schedule the Barracuda → Avanan cutover with Anton next week - [ ] Deliver the cloud migration plan in the next briefing (September 14–15, 2026) - [ ] Open a formal project for mail migration; confirm Emil/Charl availability; schedule an early December 2026 start with January 2027 completion - [ ] Add current Zoom costs and projected savings to the report; update the plan based on the CMO/Dr. Barber decision - [ ] Complete migration of the remaining 3 Google accounts’ files to shared locations - [ ] Correct report notes (KnowBe4 scheduling, “what changed” sections) and add progress percentages (infrastructure consolidation, telecom audit) - [ ] Pete to obtain the signed final proposal and send the exact monthly billing figure; adjust billing to ~$56k ## 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 colo bandwidth upgrade is blocking DR/backup monitoring and the SaaS pivot; set a firm escalation path and deadline with the provider to prevent ticket closures. > 2. Telehealth tool consolidation (LV vs. Doxy.me) drives Zoom decommissioning and savings; secure a decision date from the new CMO and Dr. Barber to avoid drift. > 3. Mail migration timing risks due to year-end resource availability; confirm Emil/Charl schedules now and publish a contingency plan if December resources are limited. > 4. Trellix uninstall issues remain on ~30 devices; define a remediation runbook (scripted removal, safe mode, or vendor tool) with a completion target. > 5. Headquarters/site bandwidth upgrades face internal resistance; prepare a brief with performance data and ROI to align stakeholders (e.g., Kashif) on ≥1 Gbps needs.	Sep 8, 2026	Speaker 1 00:00:04 Power automate, share, copy. Speaker 1 00:01:18 Oh hi. Speaker 2 00:01:19 Happy Monday. Happy Monday. Tuesday, sorry. I don't know. Speaker 3 00:01:25 I don't know what day it is. Speaker 2 00:01:26 I don't know what day it is. Feels like Monday, but I'm glad it's Tuesday. I guess. Speaker 3 00:01:31 Yeah. So I sent you over the report that I made for you, but I also listen to the other boss and have it all in ScalePad, and I keep it updated in there. Just in case you ever wanted to know. Speaker 2 00:02:21 So I guess I need to read through this. I guess in general, and maybe we don't need the full 45 minutes today. Maybe I need to just read through this, and you can tell me before I read through this. Speaker 3 00:02:40 Go to page seven. That's where I am now. So I see the part. Speaker 2 00:02:48 Partial backup monitoring and DR planning is that one of the callouts that we're not quite there on? Speaker 3 00:02:54 Yes, and it's because the colo circuit isn't able to carry it, and we keep asking them to upgrade, but they keep closing our ticket. So we're trying to digital reality, the colo company. Speaker 2 00:03:11 Why are they closing our ticket? Speaker 3 00:03:15 I don't know. So we keep reopening it. It's open right now, and I'm waiting on them to give me the quote. Speaker 2 00:03:22 Why don't we just call them and say, " Don't close this. We need a quote like now." Can't we just order our own circuit and just have it delivered there? Or we have to order it through them. Speaker 3 00:03:33 So we have to order it through them, and I had it. I called them last week because we waited another couple weeks, and so I'm just waiting on a callback for this week. Speaker 2 00:03:52 Okay, yeah, let's let's pursue that one. Make sure that one doesn't get because it'd be nice if we could say that one is actually on order by the time we meet with Sharp. Yes. Okay, and then hardware security keys for high privilege accounts. What is that? Speaker 3 00:04:19 So that's where we were going to do Yubi keys with the executive team, and then we've already got Yubi keys switched over for Robert and Gaston. We're just wanting to do it for the ELT team, executive leadership. Speaker 2 00:04:37 So they don't want it. They don't want to use it. Speaker 3 00:04:39 It's not. It's just not been approved, and I never. I didn't push it as hard as I should have. So I do have a meeting with them on the fourth. the, whatever next Monday is. Speaker 2 00:04:49 Okay. So we feel like that one could move forward if we, Speaker 3 00:04:59 If they want to, yes. Yeah. But as far as the high privilege counts, it's already enforced on Gaston, Robert, and mine, and Pratt's. The executive leadership team is the only one that's pending. Speaker 2 00:05:18 So documentation initiative. This is IT Glue, and Hadoop migration continues. So Hadoop IT Glue is gone. Is Hadoop migration actually done? If it's not in Hadoop now, it's not going to be there. That was on the prior page. Speaker 3 00:05:35 Prior page. Sorry, I was kind of looking. Speaker 2 00:05:40 Documentation initiative. This is the second to the last one there. Speaker 3 00:05:43 This one. It's delivered. Speaker 3 00:05:47 Um, I gotta take this and it's out. Yeah, that was I copied it over for my notes. Speaker 2 00:06:11 So you have a steering committee every two weeks. Yep. Okay. And you're part of that, right? Yep. Okay. And who's in that. Speaker 3 00:06:21 Erin, Jennifer, who is a data analyst. Speaker 2 00:06:26 Is Erin E R I N or A A R? E R I N. Speaker 3 00:06:30 E R I N. Speaker 2 00:06:32 Okay. And she is. C O O. C O O. Yeah. I think I remember from the initial meeting. Speaker 3 00:06:43 Yes. Jennifer Calmet, and she yes, and she is she does a lot of the work with CareLogic, and she works with Pratt closely on the reporting structure and the SQL servers stuff like that. I don't know her title. Crystal, who is in charge of programs, Apollo. Speaker 3 00:07:13 And then sometimes Dr. Barber sits in. Speaker 2 00:07:19 In fact, Speaker 3 00:07:21 Yes. And Monday's meeting, we're going to be discussing the new AI policy and a few of the outstanding things on my on my list. Speaker 2 00:07:50 Okay. So we have those two things that we have with issues with delivery. Okay, what else do we have? Three to five months, four. Well, three point five, four to twelve months. Mhm. FireAD in favor of anti-AD in and Poll was fundraising ad promotion. Well, why such decisions? So what does that entail exactly? So. Speaker 3 00:08:30 That is where we are going to completely retire the domain controllers, the on - prem file services, and on - prem Active Directory. We've already actually started pulling machines off of on - prem AD and having them cloud - based only. Speaker 2 00:08:51 So we're moving all file services to cloud. We're moving all directory services to cloud. Yes, But you're still going to have applications running. No. On the local on - prem. Speaker 3 00:09:11 Not on on - prem because we're moving the on - prem SQL servers to the cloud. And the reason why all of this got replanned is because Pratt, who's in charge of all the SQL servers, went on maternity leave three weeks ago, and so we had to we had to move our stuff because she can't work on it until she gets back, and she's not back until she comes January. Speaker 2 00:09:38 So you're probably not getting this until Q1 if she doesn't come back till January, are you? Speaker 3 00:09:46 The retire AD is the one we wanted to go ahead and get done first and move on prem. We don't need her for that. We just need her for the migration of SQL servers, and she had already started parts of that before she went on maternity leave. Speaker 2 00:10:02 Don't you still need Active Directory on prem if you've got SQL Server on prem? Because if if you if you move all your AD to cloud and then you lose, Cloud connectivity. You don't have anything to authenticate on - prem. Speaker 3 00:10:21 So she and Jennifer are the only ones that will need access to the SQL server. So we're gonna we're going to move everybody else off of 80 and move all the stuff except for the SQL server and the one domain controller we need for that, which is at the colo, because it's only two people that need access to it, because they build the reports and send it over. And they send it over to Power BI that's already on the cloud. Speaker 1 00:10:48 So. Speaker 3 00:10:51 And then Google Workspace, we went ahead and hardened Google Workspace back in Q2, and we'll start working on cutting over mail and everything at the end of Q4. So. And that's when we're gonna. That's the replan. Server decommission and colo exit is part of that replan structure. Okay. And then AD health and remediation. We did a lot of work on the existing on-prem AD and resetting all the passwords. Working on the scope. Working on moving computers off. And then we do have some directories that weren't very healthy, and we went ahead and just. Speaker 3 00:11:42 Fix those to the point that gets us through to the end of the year. And then the security IT tool consolidation we've delivered on that. We only have about thirty computers that need Trellix uninstalled, but everything else is good. And then Google Workspace, we deleted 190 accounts and pulled licenses and everything else. We've got about three, still in progress. Is we've got three accounts that we haven't deleted yet because people are still using files that were on their Google Drive, and so we're slowly migrating those people off of using those files and moving the files to a shared location so we can finish removing those accounts. And I didn't want to mark. Speaker 3 00:12:32 Because they were large files, I didn't want to mark that as complete just yet. And then the TPx and Peerless, I am still working on that. It's in progress. Verizon and T-Mobile have pretty much been cleaned up. T-Mobile is almost gone. Verizon, we've done a lot of cleanup, and we're redoing. We we are upgrading phones on Verizon. So we got about 55 phones in that we're actually upgrading right now. And then Box was a request. Speaker 3 00:13:02 To be put on hold because because Pratt's leave and all of that, so we did put Box on hold, so it's been deferred and we couldn't get out of the contract either until next year. And then email security, that's in progress. We've got it approved. Speaker 2 00:13:21 Are we going to be able to get out of the contract by the time the contract is up? Yes. Are we going to be remove our dependency on it? Speaker 3 00:13:29 Yes. I have already submitted the cancellation for next year ahead of schedule. So they it it is Zoom at this moment is not yet scheduled because Doxy, which is their telehealth program application, uses Zoom. So Zoom is still one of those things that we're we are not scheduled that one yet. Just because there's some we're going to try to consolidate two telehealth tools down to one. So there's LV and there's Doxy.me, and the nurses use one and the doctors use another because the nurses like one and the doctors like the other. So Dr. Barber is going to work with them and a new chief medical officer, and saying we're going one or the other. So Zoom hasn't been started for that reason. We're just waiting on them to determine, and then we'll start going from there. Speaker 3 00:14:23 And then Barracuda to Avanon, it's in progress. However, Secure Mail, which is not part of Barracuda, is part of App River. That's going to stick around because Avanon can't do what Secure Mail can do, and so we're just moving the Barracuda part to Avanon and not the Secure Mail part. So, and then NoBefore already got done. And then the endpoint refresh, we replanned it, so we have the AD program laptop swapping out now. And then we're going to do about 40 devices per year through department chargeback, and so that's going to be that's going to get us back to where we need to be in the next year and a half. And then policy documentation, I rewrote all of their policies and delivered that, and now we're doing AI policy. And also they were audited back in July, and the auditor accepted all the new policies. Speaker 2 00:15:23 Okay, so do we know when the Zoom contracts are up? Speaker 3 00:15:28 It's not until mid next year, so we'll be on Teams at that point. Speaker 2 00:15:33 Because I think what we have, what we need to do in these where it stands, like if this is what we're going to walk through, if if we're going to walk through a version of this with them, I think we have to we have to put some dates in here so they can see like. When are the contracts up, and what is our expectation of what we are expecting to do by the time that happens? So, like, if there's two Zoom contracts and they're up whenever, are we going to get down to one? Yeah. Are we going to get down to zero? And you know, what what is that technically going to look like, right? Yes. And it'd be nice to be able to say to remind them. Speaker 2 00:16:19 What that's going to do for them. Okay. So, for instance, you know, like if they're paying a thousand bucks, five thousand bucks, two thousand bucks a month for Zoom today, and we're getting rid of that for them, a blurb that says two thousand dollars a month savings would be a nice blurb to put in there to remind them of why we're doing this or why that was a priority for them because they might have forgotten. Okay. Um. Yeah. And then. Kind of the same thing for any of the other stuff that is still kind of in progress, or even the stuff that we've finished. If there's hard dollar savings, it might be good to put a reminder in there. Again, I don't want to make this a spreadsheet, but it might be good to put in there, you know, this why we did it, this why you wanted us to do it, or why we said we should do it. Is you're going to save where you're now saving. Speaker 2 00:17:13 Two thousand bucks a month, or twenty five hundred bucks a month, or whatever that is, and this is why we did it. And so, you know, your zero line use of telcom audit, for instance, you're going to be saving whatever that's going to be when you're done with this, or whatever all that stuff looks like. If it's an endpoint refresh, probably not a savings thing, so nothing really to note there. But some of the stuff that you're actually retiring, consolidating, whatever, let's remind them of. Of what they're going to see at the end of the day with with some of that kind of stuff. Okay. Tell me again what the Barracuda and Avanon issue is. You're saying that Barracuda has to stay because Avanon can't do what? Speaker 3 00:17:56 No. So it was supposed to be Barracuda and App River transitioning to Avanon. Barracuda is going to transition to Avanon. However, App River is staying because it handles secure mail. And we need secure mail because Avanon does not do secure mail. Speaker 2 00:18:18 What are other people using for Secure Mail? Speaker 3 00:18:20 Secure Mail. It's actually the app is called Secure Mail. Yeah. So most companies are using Secure Mail, or they're using Microsoft, because Microsoft does exactly what Secure Mail does, just not as granular. So we we can give them the option later on. We can remove Secure Mail in favor of Microsoft, because they're going E5 licenses. When we transition them for compliance, so what. Speaker 2 00:18:51 Is NoBefore? What is NoBefore before's slot when the prior training contract expired early? Speaker 3 00:18:57 What does that mean? This one right here. It so NoBefore was supposed to be later, and Barracuda was supposed to be earlier, and then when we got in and found out that NoBefore the the prior contract that they had had already expired. We went ahead and rushed NoBefore and just changed the slots where the dates were. I need to reword that. That came from my notes. Speaker 2 00:19:24 Okay, I guess I'm going to do it. Email security. I mean, I get that NoBefore is training. Speaker 3 00:19:35 Yeah, NoBefore was slated to happen Q4 2026, but we moved it up to Q2 2026 when we found out there. Email training or their security training was end of contract already. Speaker 2 00:19:48 Okay, so we moved NoBefore training in the in the schedule is what they're saying. Speaker 3 00:19:55 Yes, and we traded that out with email security and moved email security down because their Barracuda was still good. So we just swapped spots in the schedule. Speaker 3 00:20:08 Okay. So we'll we'll I'll correct that note that came from my personal notes. Speaker 2 00:20:13 Okay. So. All right, and then incident response plan. Speaker 3 00:20:20 Yep. So this is where we've got it, but we're working on the tabletop exercise for it, and the tabletop exercise is scheduled for mid - October, and then we're going to finalize the incident response plan at that point. Speaker 2 00:20:34 So. Speaker 2 00:20:41 What has to land by month twelve, February eighteenth? Leadership. Speaker 2 00:20:48 Migration plan. Leadership. What is it? What is the migration plan. Speaker 3 00:20:55 Ah. This was the migration from Google to Microsoft, and so I had already promised them that I was going to have that to them by next week, the full plan. Now that we. Now that we had to reschedule everything, Speaker 2 00:21:12 Can we can we describe that a little better? My migration plan from my from Google to Microsoft. Speaker 3 00:21:21 I'm just gonna put cloud migration plan. Yeah, that's fine. Because we we have to. We're reminding Aaron and I are gonna remind Dr. Barber why we're doing this. Speaker 1 00:21:32 So. Okay. And you have. Speaker 3 00:21:43 I'm Writing that up this week, along with the ad, and that's going to be in the next briefing, which is September 15th, 14th, one of those days. So, yeah, that was already in the plans. Speaker 3 00:22:12 Yeah, I'd already done all the mapping and everything, and my last notes were I wanted to check on the capacity of Emil because out of everyone I trust, it would be Emil to do this one. But it's a lot of it's old data, so not very many people use it. It's more historical. Speaker 2 00:22:30 Well, we should we should open a formal project to do it though. Yeah, we will do this. Yeah, let's okay, and let's get them scheduled and all that. Speaker 3 00:22:39 Yep. And then the Barracuda to Avanon cut - off. I need to schedule that with Anton, and so my plan was to start working with him on that next week and get that scheduled. Speaker 2 00:22:50 The I-65 mail cut - over begins. Speaker 3 00:22:59 Yeah, that should be at the end of Q4. Speaker 2 00:23:02 So at the end of the year, we're going to do that. Speaker 3 00:23:08 Hopefully, if we don't push it anymore. Speaker 2 00:23:10 People when they're out of the office and all that. Speaker 3 00:23:17 I mean, we're gonna start it. That's that's when it begins. We'll probably finish it in January. Get all that planned. Speaker 2 00:23:26 So we're gonna need a project director too. Yes. The reason I'm worried. Speaker 2 00:23:38 It's truly a mail migration for three or four hundred people, and you're going to need resources to do that. Are you going to use Charl and Emil. Speaker 3 00:23:49 If I can, I would like to, Speaker 2 00:23:52 Just because most of the time those guys take time off around Christmas for like two weeks. Yes. So, I mean, if you're doing this at the end of next year, of this year, you got to get this stuff scheduled. Yeah. The end of this year is. Two three months from now, and if they're taking time off like they usually do, those resources probably aren't going to be available. So, get your resources lined up soon. Okay. And and if you need to adjust, then do it in January or do it sooner than the end of the year. But yes, don't set expectations and not have the resources available to execute. Because I don't want you to put dates out there and then say, Oh, I don't have the resources. We got to do it in January now. Speaker 2 00:24:37 If you got to do it in January, say we're going to do it in January. So yeah, set the expectations based on when the resources are truly going to be available. Because I have a feeling you're going to struggle to get people the end of December. Speaker 3 00:24:50 And I still need to run the plan by Jennifer and Erin and Crystal, just to make sure that they, if they want to push it out or keep it. Yeah. Speaker 2 00:24:60 So find out who you need and find out when they're going to be available, and then. Schedule around that. My guess would be early December and then January, most likely for Emil and Charl. If those are the guys you're going to probably need. Speaker 3 00:25:14 Yeah. And then incident response plan formalized. We're probably going to have it formalized earlier than Q1 2027 because we've already started that process. So that was a little ahead of schedule for that one. And then delivered or added that was not in the proposal. So we did the insider threat investigation that wasn't in the proposal, but that was delivered. Rivo access control panel replacement for six of the sites was delivered. We did the full tenant setup and HIPAA configuration already on Microsoft 365, and Anton did double check all my work. We did that all in Q2 because data was already going in there that was patient data. Speaker 3 00:25:60 And it had never been set up and never been configured for HIPAA compliance. So I went ahead and did that in Q2. And then Verizon phone refresh, there was 55 end of life phones, and they had to go. It had to get pushed in front of the PC refresh because Kashif was trying to push out a new card app, and a lot of the phones wouldn't handle it. And so we had to upgrade all those phones. When is that going to be done? Speaker 2 00:26:27 Do you think it says nearly complete? Can we put a target date on it? Speaker 3 00:26:30 I would say by September twenty - fifth because they've already done a good amount of this. But I'll check with the guys tomorrow. Speaker 2 00:26:41 And maybe put a September thirtieth date and make sure the guys can deliver by then. That way we can close that one out. It'd be nice to put that as delivered by the end of the month. Speaker 3 00:26:50 Yeah. So headquarters bandwidth upgrade is only on hold this week. Because we were actively working on it last week with not Peerless, but with something else, and so we got the quotes in. It's only on hold because I need to give the quotes to the to the leadership team, and those just came in. So they're on a hundred by a hundred in headquarters, and it's barely able to do anything. So we're we're gonna change that. Speaker 2 00:27:24 100 megabit. Speaker 3 00:27:26 Yep, all sites are on 100 megabit. Yes. Trust me, it's painful. I don't like working there. And some days. Well, ability was 150 up until about a month and a half ago, and we upgraded that. Speaker 2 00:27:45 Needs to be at least I mean I would think at least gig, like one gig, something. I don't know. Speaker 3 00:27:52 Yeah, I I have Kashif is uh he's one of my small brick walls um because he he doesn't think we need any more than 200. Speaker 1 00:28:01 So I I've. Speaker 3 00:28:06 Taken him out of the equation for now. Speaker 2 00:28:08 I would I would get quotes and just see what you can see what you can get there. Yeah. Speaker 3 00:28:18 Okay. And I have it budgeted for the upgrade. So and he did approve the budget. There's not. Hey, come on in. Um, you're taking that overtime. Speaker 4 00:28:29 Oh, yeah. That is from Jessica. Okay. She said the girl broke. Yes. So she need the replacement. Yeah. And then she told me this one was from the wish department. She said she doesn't know, so I don't. Speaker 3 00:28:39 Okay, gotcha. Yeah, if you can get that replaced, thank you. Speaker 4 00:28:43 Okay. Then this, should I put it with the one for Vanna? Speaker 3 00:28:46 Okay. Yeah, put this with that for Vanna and. Well, the volunteer will come pick it up. Someone else will come pick it up. Speaker 4 00:28:52 Okay. Then this one, the other one, you need to. Okay. Thank you. Yeah. Then I have something to tell you on Friday. I have a military assignment to do on Friday. Speaker 3 00:29:02 Let me let me circle back with you on that one. Okay. All right. Thanks, Emmanuel. Yeah. All right. So on device inventory reconciliation, we. You know about that. That's where were able to find all the rest of the computers and re-reconcile to about 380. And we are able to find. I think there's maybe 20 computers that is not that's not back and forth. But 20 is a lot better than where were at, which was 100. So, and then the data long-term strategy. We we're pivoting to. Speaker 3 00:29:43 SaaS, but because the colo bandwidth isn't working right now, we do have plans in place, and Aslan is aware of the long-term strategy, which is one, upgrade the bandwidth at colo, and then we're gonna eventually move it over to SaaS. So, and then the AI use policy and approved AI tooling. We're actually meeting next week to go over the policy that I put together. And determine what tools we're going to use for internal and for care logic people. So Jennifer is working on the care logic portion and what AI tools we can use within that that's HIPAA compliant. And then for everyone else, we're looking at Claude, and we'll get that house spun up. Cyber liability insurance market check. Speaker 3 00:30:36 It's already been taken care of. We re-signed with the current vendor because that was cheaper pricing, and we actually just re-signed that on Thursday. And then, all staff distribution group and the budget structural work. We redid a bunch of things on the budget. That's part of. Speaker 3 00:31:07 That's that was and missed it. Speaker 2 00:31:10 I didn't see it as a completed thing. Speaker 3 00:31:14 It's right there. It's part of this one right here. Speaker 2 00:31:18 So I just missed the detail. Yeah. I remember us. I remember when we met in person. That was one of the things he was like, " When are we going to do that?" And I just didn't see it called out. I thought it would be its own thing, but it's part of the security. Speaker 3 00:31:33 In AI or in IT tools. Speaker 2 00:31:37 And it's done. Okay. Yep. So we did log. So we. Firearms, CrowdStrike, Shilux, CyberEye, Absolute, Duo, MaaS, 360, McAfee, EPO are gone. Vendor and implementing contractor. And so we don't really have Huntress listed there. Speaker 3 00:31:57 Oh no, these are the ones we removed. All the systems were removed. Speaker 2 00:32:03 Should we put? Should we put? Huntress installed. What else was installed besides. Speaker 3 00:32:07 Huntress? We did Huntress. Speaker 2 00:32:16 So our our our is installed, Speaker 3 00:32:18 Right? Yep, and those are the two main ones. We're working on Avenon, which is not part of that that portion. Speaker 3 00:32:33 Because email security, we put down here. Yeah, I'm just gonna. Speaker 2 00:32:38 Just put Huntress and Crimson tools back installed. That's what we put. So it's our var on Huntress. Speaker 3 00:32:48 Not yet. Yep. Because everything else, every all of this was covered either by one of those two or Duo was covered by MFA on Google Sign. Speaker 2 00:33:03 Huntress is on all workstations and servers at Sharp. Speaker 3 00:33:07 Mm - hmm. Okay. Yep, we're just trying to get Trellix uninstalled. That's the only one, and it's not. It's there's a handful of computers where it's just not uninstalling correctly, but Huntress is active and working on those computers. So, um, what moved and why? Box migration. That's the full explanation. There was the didn't want to push it too carefully because of Dr. Speaker 2 00:33:39 Barber. Oh, when you say what moved, I would say what changed. When I think of what moved, I think of I think of what what was changed or like what was migrated. Yeah. Okay. So what changed in my box migration? Let's go to Google Drive at 18 Mississippi University. Charts. Speaker 1 00:34:16 Development teams deliver for the box and ask for more data. The work is adding to the change. Yes, I wish I could understand. Speaker 2 00:34:38 Can we put the target? Can we put the month in 2027 on hold until? Speaker 3 00:34:46 Let's do Q1 because it's it technically is on hold until Q1 because Pratt won't be back until then. Speaker 2 00:34:55 Server decom and cloud migration months eight to ten, gated on care logic compatibility and work. Deliberately slow file during Microsoft versus them on the server. 50 kilometers from the light. Speaker 1 00:35:12 We don't want to push this too quickly. That's about 26 budget. This is about 26. 365. Now we're going to do Q3Q. 26. Let's see. Speaker 2 00:35:27 I'm the first girl. Is the 4. 46 start time is needed to get the, Tenant files shares and box positions sorted first. Migration goes to Aaron Jeff for this week. Don't remember any. Speaker 1 00:35:41 Migration. Something for Monday. Wednesday. Speaker 3 00:37:14 Move It to Teams. Speaker 2 00:37:15 Both of them? Because that's the one you said the doctor wants to use one phone and somebody else wants to use the other. So how do we resolve that? Speaker 3 00:37:26 So when they come back to me and say, Hey, we're either going with LV or Doxy. At that point, if it's one, we don't need Zoom anymore. We can move that over to Teams. If it's the other, we'll need Zoom for certain people. Speaker 2 00:37:43 So . At a minimum, can we? But we have. They have one or two accounts. Speaker 3 00:37:49 They're getting. They're getting rid of one. So we have. We won't have two anymore. We'll have one account. Speaker 2 00:37:56 Okay. I guess. I just want to set their expectations for what. So is the eighteen to twenty - seven thousand dollar per year renewal? Is that what we're. Saving is that what was in the original scope, or is that what they're spending now? And then what's it going to be when they're done? Speaker 3 00:38:18 So it's going to drop. Speaker 2 00:38:20 What I would want to know is what am I spending today on Zoom, and what am I going to be spending when we're done? What is that going to look like? So if I'm am I spending twenty seven thousand a year now, and I'm going to be spending two thousand a year when I'm done, or I'm going to keep one account, I'm still spending five thousand a year, or like what's it, What is the before and after picture going to look like? Speaker 3 00:38:42 Okay, I will I will get that added. Instead of saying February plan, I'll say current costs and savings. Yeah, Speaker 2 00:38:50 Or something something like that. Yeah, I mean, because I don't really know what the February plan is. That when you say February plan, is that is that their budget? Is that what that supposed to be, or like what does that mean? Speaker 3 00:39:02 It was supposed to be how much they're saving by February. Speaker 2 00:39:10 I'm sorry. Say that again. How much they're saving? Speaker 3 00:39:11 What? How much they'll be saving by February? How much we cut from the budget. Speaker 2 00:39:16 But they're not going to be right. What do you mean? Because we haven't done anything with Zoom yet. Speaker 3 00:39:27 Right. That was the anticipated. Speaker 2 00:39:30 So that. So this was the anticipated savings that they would have by by February. I see what you're saying and and why it moved. Okay. Yeah. So can we can we just put in Wyatt and when we're going to address it then and and what they'll be saving when we do address it? So you can leave eighteen to twenty - seven in there, but put in Wyatt and when we're going to address it, and then what they should be saving by the time we do address it. Okay. Can we do that? Speaker 3 00:40:00 Absolutely. Speaker 3 00:40:04 That's what I. Speaker 2 00:40:05 Was expecting to save this money, and now I'm not going to. When will I? And when are we going to get to it? What's that going to look like? Yes. But then we need to really deliver on that, right? We got to solve that issue that you're telling me. Multiple people are using whatever they're using, and if that's an issue, is that something we have to figure out, or is that something something somebody else is going to? Speaker 3 00:40:31 Somebody else is going to figure out, and we're just going to reap the savings. Speaker 2 00:40:34 And I guess we're just going to have to get them to help us solve that problem. Yes. Somebody going to help us figure that out? Speaker 3 00:40:43 That would be the new CMO and Dr. Barber. In fact, he's got the contracts in front of him. Gaston just reminded him of that on Friday because he had to send the contracts over for LV. So. The financial picture. This is this was the proposed annual savings and what happened. So we delivered on these two savings, or they delivered one of those and we delivered on the other. So we eliminated that one. We started, which this was the four year portion. So we're we're starting on this one where infrastructure consolidation. So that one's in progress. Speaker 3 00:41:30 We delivered on this one already because we removed 190 cell accounts, and so that's their current savings for the next year. And then we've already gotten rid of CrowdStrike and Trellix and CyberReady, Absolute Duo, the MaaS 360 and McAfee. So, and then the tool consolidations: LogMeIn, Zoho Desk, and RMM are gone. Speaker 3 00:41:60 And then we did defer SaaS, the box consolidation, and we're in the middle of the audit on telecom, TPX, and Peerless. This is where we found out after our proposal to them that we could save even more because they have a lot of double phone system or phones, so they're paying for two lines per person right now. Speaker 2 00:42:25 Yeah, yeah, I remember finding. Oh, you found that in the original assessment. Yep. So, where are we along now? Can we give them a percentage? Speaker 3 00:42:35 We are about 25% on that one, and I'm working actively with TPX on this to get that cut down. Speaker 2 00:42:45 Yeah. Give them a progress percentage on the infrastructure consolidation also, the third window. Speaker 3 00:42:53 Yes. Can. Speaker 1 00:42:55 Do that. Speaker 3 00:42:58 And then this was our this was the conversation you and I had on abandoned billing. Speaker 1 00:43:04 Oh no, this is just a FedEx copy. Oh, so for this because I think this one might get stuck. Postage versus billing. Shipping services versus. And then just put it back where it belongs. So then, okay. So then, put this one here. This one we made another copy, and then we'll put that. This is the two. Speaker 2 00:43:40 Remaining leftover. We had a blank type that I can solve. Speaker 1 00:43:45 Yeah. Okay. Yeah, because we made a copy of it already. Speaker 2 00:43:48 Okay. Cool. So, um, I'm gonna let you log into yours. Okay. Is that right, though? Forty. So, what are you trying to say here? Got all the staples out. So the proposal was forty - seven point eight, but it was the thing. It was that plus the additional. Speaker 3 00:44:05 Person, right? So that was what our proposal said. It and then this is what we put it to. I think so. We ended up. We ended up at fifty - nine per month. Yeah, Speaker 2 00:44:19 But the yeah, but the proposal. Because it's all plus the additional goals in here. So the salary of that additional person they added. Oh, this looks like twelve thousand more. We're only billing them like a thousand something more because it's forty-seven two eighty plus. Plus that. Oh, they wanted us to keep Robert, and they were paying this extra for that. I don't remember how much it was, but that needs to be added to that figure. It wasn't forty-seven two eighty. Speaker 2 00:44:50 It's like 56 or whatever it is. So we're only billing them a couple thousand more. In fact, I don't know if I would even put that in. It's pretty negligible, I think, at the end of the day. Speaker 3 00:45:01 Okay. So I'll just take down the entire. Speaker 2 00:45:03 So I would actually just take the 47, 000 and make the total whatever the total was on our proposal. Let me see if I. Speaker 3 00:45:12 I know it's. I think you're right. It's 56 something. Speaker 1 00:45:19 So now that exactly hundred pages. Yeah. Cool. Okay. Then we're just gonna close it and then we can leave it here. Okay. Speaker 3 00:45:32 Sorry. Um, my kids were texting me because maintenance came to fix the toilet. Speaker 1 00:45:50 I'll just put that for now. Speaker 1 00:46:18 Let me take a look at it. So, let. Speaker 2 00:46:20 Me see if I can quickly get a copy of this. Okay. Speaker 2 00:46:56 He's probably at lunch, but I'll I'll get a copy and send you the actual number, and then you can just plug it in there. Okay. And then tie to the reconciliation. I. Speaker 3 00:47:11 Know we ended up under budget for fiscal year 2026, and I think it was like 300, 000 total. So we're a little ahead of our our trajectory. Speaker 2 00:47:25 Fifty nine thousand, as opposed to the fifty six thousand. Why would we be higher than what what our fifty six thousand number was. Speaker 3 00:47:33 We found more computers. Well, actually, you know what? I want to see what this was. I thought maybe maybe I have it. Speaker 2 00:47:42 Is we really should be about what we quoted them? That's I don't really want to be above that. I think we should be near it. I just don't want to be below what we quoted them. Right, because what we quoted them, what I was concerned about is we quoted them somewhere around 56, and then we were billing them like 40 46 or something or 45 or something, and that was the that was the bigger concern. I just wanted to make sure we were still closer to 55. So I don't want to be billing them 59. So let's let's just make sure that we're closer to. Okay. Speaker 2 00:48:23 You know the the original number, whatever that needs to look like. So. Speaker 3 00:48:27 Yeah. Looking for the file. Speaker 2 00:48:32 And the link that you sent me is that a live link? So it includes the changes you just made. Speaker 3 00:48:37 It will. Yeah, it's the live one. I never sent you. Speaker 2 00:48:40 Okay. So I'll review this this afternoon, Speaker 3 00:48:44 And then. I'll keep making changes to it. Speaker 2 00:48:49 We will try to set up a. Touchpoint with them. Speaker 3 00:48:54 So, do you did you like the style of that report? Because I I built it for you in hopes that that's something that we could turn around and give to them. Speaker 2 00:49:04 I think it's I think it's good. Let me go over it again and just make sure there's nothing else that that I think it's okay. Okay. Let me let me let me do another once over on it, Speaker 3 00:49:19 But I think it's all right. Okay. Yeah, I was trying to make it. No, that's not what I needed. Speaker 2 00:49:29 Presentations. And com and the train the training for com yob went okay. Speaker 3 00:49:36 Yeah, um, because I I had already done a bunch of work on trying to make it as close as possible to what they do. Um, and I found their verbiage and stuff. Um. Speaker 3 00:49:58 That's what we proposed to them, but we didn't have the second person in at the time. Speaker 2 00:50:04 Yeah, they added that like last minute, and I'm trying to. I don't know if I ever got a copy of the final final. That's why I'm trying to. Speaker 3 00:50:12 Yeah. That was. That was, the my final. Well, my final before Anzor took it, and then. Speaker 2 00:50:22 Yeah. I'll get a copy of it. Signed copy from, from. Speaker 2 00:50:30 And Shinki and I'll send you a copy of it so you have it. It's important to have that because that's the final, final. Because that that Robert thing was a last minute thing, right? I mean, that was like we gave him the proposal and then like we wanted to keep going, give you the extra. What does Robert make? Eighty or something or something like that. Speaker 3 00:50:51 Yeah, it's it's around. Speaker 2 00:50:53 So probably eighty, probably eighty plus twenty percent. So. Speaker 3 00:50:58 Yeah. Speaker 3 00:51:03 This was my this was my final report that Dr. Barber saw of everything that I found, and then my my road map that we gave them. That's that was a comprehensive report that I wrote and answered delivered. Yeah, Speaker 2 00:51:30 So probably getting this another. Probably giving us another eight thousand dollars, roughly. So if our proposal was forty-seven, we're probably charging them like fifty-five, six or something close to that, is my guess. Yeah. So our bill should be close to fifty-five or fifty-six thousand a month. I don't want to be charging them too much over or under that. Yeah. If we're charging something close, I don't really want to charge them fifty-nine thousand because that would be, Quite a ways over what we said we were going to build up. So, yeah, let's take a look at what that should be. I don't want them coming back and saying, " Why are you charging three thousand a month more than what you said you'd charge us?" Like, is that that seems high? Speaker 3 00:52:17 Yeah. If if something were to ever happen to me. Speaker 3 00:52:24 I am sorry in advance. I try to keep this folder organized, but there is a lot of shit out here. Everything I do for Sharp is in here. All my run books, everything is in here. But my private one, that's that's where all your gold is. That is everything Lawrence I ever did, and everything I found, and my full. Inside Rutherford report right there from Lorenzo's forensic assessment. It was fun. If you have me do that once a year, I will be a satisfied person. I already am, but still. Um. All right. Well, I will update this report. Speaker 3 00:53:16 And put in all the things that you put in. You asked me to change, and then once you have that number, Speaker 2 00:53:23 Just let me know. And if we're going at 59, 000, that's probably too high. We probably need to get that back down closer to 56. So let's try to figure out. I don't know how we ended at 59. I thought we ended up closer to 56 or 57. So. Speaker 3 00:53:43 Maybe my maybe I transpose some numbers. Speaker 2 00:53:45 Okay. Yeah. Let's let's try to. And if we overbuild them, let's credit them to get it back to 56 or 57 because we shouldn't be over 57 at the most. I think it should be closer to 50, like 56. I think is the magic number for them, unless they've added a bunch of computers above what we originally had in in inventory. But I thought we ended up with. With the spares and stuff, at about what we originally had sort of said it would be. So, let's try to get that number to 56. It is. Speaker 3 00:54:24 56. I transposed my numbers. Speaker 2 00:54:28 Okay, good. Then we're then we're really close to about that. Speaker 3 00:54:31 That's where yeah. Speaker 2 00:54:33 That's about where we should be. Okay, I feel better now. Speaker 3 00:54:36 I'm gonna do 56. 50. Speaker 2 00:54:38 Then I'm then honestly, I'm not even sure you even need that. That that line at all? Speaker 3 00:54:45 Do you? Nope. I can take out this entire part right here. Speaker 2 00:54:49 Just take it out because I mean we're basically building what we said we would build. Speaker 3 00:54:53 Yeah. I'm gonna take this number. Speaker 2 00:54:56 But I will still get you the copy of that because we do need to know what that was. I'm pretty sure it was like 557 or 558 or somewhere right around there if I remember correctly because 47 something is what we bid and I think. I want to say they were giving us around eight thousand dollars, if I remember correctly, something like that. Speaker 1 00:55:16 So, Speaker 2 00:55:17 Yeah. Okay. I will read through this, and we'll go from there. Speaker 3 00:55:21 Awesome. I'm gonna go grab some lunch. I'm starving. Me too. Speaker 2 00:55:25 Have a great day. Speaker 3 00:55:26 Thank you. See you too. Bye. Speaker 2 00:55:28 Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=0e2d0621-a1a2-4759-a13a-f9522a39a7e0&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODg5OTQxOSJ9.CgoKBHNuaWQSAjY0EgsI1I366rT6xj8QBRoLOTguOTIuODAuOTcqLEtDWjFnbVRNa2w1c09Dem5vNjd1SnlqOW1sZkF2eHd6OEMrUWFVaEFqalE9MJoBOAFCEKI5SszUIAAAIAWq7v_T_1lKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.UuR38dgE4ILxjZT6YgLDFRXcoSvnPgKdY_BUpfm3iT0&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	Crimson IT	covered by 907025 - verified 2026-09-09 EOD transcript sweep	Pete/Christi walk-through of the SCHARP Promised-vs-Delivered report and cloud migration strategy, 9/8 11:35-12:30 (entry 907025, logged to Crimson IT 956831 as an internal leadership briefing). JUDGEMENT NOTE FOR CHRISTI: the content is entirely SCHARP roadmap material, so this 0.92h could arguably belong on SCHARP ticket 972409 instead of Crimson internal. Left as-is; move it if you prefer it against the client.	—	—	✓
09-03 Lecture: Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy	Date Time: 2026-09-03 12:58:26 Location: [Insert Location] Instructor: Christi (also referenced as Chris/[Insert Instructor Name]) ## Summary The sessions collectively introduce and train Evan (with occasional mentions of Brett) on a modern development workflow centered on Claude (AI coding environment), GitHub (source control), and Azure (deployment). Early logistics note that Brett may not join, Christi is recording the call, and she has a hard stop at 2:00 PM on September 3, 2026, due to a personal appointment. Evan confirms comfort with command-line tools. The core training covers migrating Westwood’s legacy code from Base 44 to Azure via GitHub, enforcing security (MFA, passkeys), and establishing a dev-first, branch-based workflow. Christi demonstrates using Claude to analyze, plan, and fix bugs (e.g., preventing multiple drafts in “Adapto/Adapt Two Inbox”), emphasizing that AI can handle about 70% of work while human domain judgment remains essential. Claude’s modes (Auto, Plan, Accept Edits) and model choices (Opus default; Sonnet, Haiku; Fable for exceptional cases) are explained, alongside effort level and cost monitoring. The workflow: write and review code in Claude’s Code mode, push to GitHub, and have Azure auto-deploy from designated branches (dev vs. production). Users can command Claude in plain language (“build,” “push,” “make it live”), receive notifications across devices, preview UI changes before deployment, and run automated builds, tests, and security validations. Migration from Base 44 involves translating incompatible components and rewriting parts to fit Azure/GitHub pipelines. Bugs emerging in Azure are attributed to domain gaps, underscoring the need for expert/user testing and an in-app suggestion tool to collect PMS feedback for iterative improvement. Project organization leverages an exemplar (“Adapto Inbox”) with documented context (tech stack, auth justifications, workflows) that Claude reads before work. File environment setup may use OneDrive local folders or direct GitHub integration, with optional remote access. Future goals include integrating app storage with SharePoint/Teams, provided files are well-organized. Training and rollout plans focus on onboarding Evan to independently fix bugs, manage branches, and deploy safely. A beta program invites select PMs to test the app, offering lifetime free access, then transitioning to paid plans post-beta. Scheduling includes proposed follow-ups around 2026-09-04 (with holiday considerations) and Tuesday, September 8, 2026, to set up Evan’s environment and advance onboarding. Coordination tasks include adding Evan to repositories with enforced MFA, migrating Westwood’s code, clearing bugs, inviting testers, and working with George on document linkage and login setup. ## Knowledge Points ### 1. Meeting Logistics - Participants: Evan and Christi; Brett may not join. Christi records the call and will share copies. - Christi’s hard stop at 2:00 PM on September 3, 2026 (daughter’s dentist appointment). - Evan is comfortable with command prompt/DOS. ### 2. Development Workflow: Claude → GitHub → Azure - Claude in Code mode to write/manage code, operating locally (e.g., OneDrive) or directly against GitHub. - Branch strategy: development for changes/testing; production for stable releases; Azure syncs from GitHub within minutes. - Plain-language commands to build, push, and deploy; notifications signal task completion or approvals. ### 3. Migration from Base 44 to Azure - Code translation and partial rewrites to meet Azure/GitHub requirements due to poor Base 44 compatibility. - Bugs in the Azure version require domain-expert testing; plan to train Evan to fix issues using structured feedback. ### 4. Security and Access Controls - Enforced MFA via Microsoft Authenticator, passkeys post-SSO; strong controls to protect code and data. - Use organizational accounts (Westwood/Crimson); instructor may use a personal Claude for non-Crimson datasets but Evan should use organization accounts. ### 5. Project Organization and Environments - Reference project “Adapto/Adapt Two Inbox” with supporting docs and config files; Claude reads context before work. - Setup: select correct local folder or connect Claude directly to GitHub; optional remote control/SSH. ### 6. Claude Modes, Models, Effort, and Prompting - Modes: Plan (recommended initially), Accept Edits (after a week), Auto (later with trust/context). - Models: Opus default; Sonnet/Haiku for mid/low tasks; Fable for high-end tasks with higher cost. - Effort level: keep High by default; increase only for deep research. Provide clear prompts including desired result, current context, and specific tasks; upload roadmaps/workflows (e.g., Miro diagrams) for context. ### 7. Bug Fixing Demonstration (Inbox App) - Issue: multiple drafts created for the same email in cloud version. - Fix plan: check “sent” first; ensure only one draft per email; hold unsent drafts; reminders for follow-up with configurable intervals (24/48/72 hours). - Human judgment: review Claude’s plan, request simpler explanations if unclear, and iterate requirements. ### 8. Testing, Validation, and Visualization - Automated builds and security checks integrated into Claude’s process; can “pit Claude against itself” for validation. - Preview UI changes in a browser canvas before deployment to visualize impact without compiling. ### 9. Usage Monitoring and Cost Controls - Regularly check usage dashboards; manage monthly limits. - Keep default on Opus; reserve Fable for exceptional cases; monitor higher-tier needs (e.g., Brett) based on usage. ### 10. Training Plan, Availability, and Scheduling - Increased instructor availability over the next two weeks; internet restored after outage. - Plan to migrate code, finalize setup, and train Evan from scratch on GitHub/Claude workflows. - Scheduling targets include 2026-09-04 sessions and a follow-up on Tuesday, September 8, 2026; time zones considered. ### 11. Roles, Responsibilities, and Integration Goals - Evan: primary trainee; building apps; will manage dev-to-prod, bug fixes, and future features (e.g., SharePoint/Teams integration). - Brett: decision-maker/finance; may need higher-tier plan; recommends Plan mode initially. - George: assists with document linking; needs “quad login” setup. - Tools: Claude (Code mode), GitHub (branches), Azure (deployments), OneDrive (local storage), Miro (workflows), SharePoint/Teams (future integration). ## Assignments - Set up GitHub access for Evan with enforced MFA/passkeys; add him to repos and Microsoft side. - Migrate and finalize Westwood’s code to GitHub; ensure Azure syncs within five minutes. - Configure Claude in Code mode for Evan: open correct OneDrive folder or connect directly to GitHub; verify branch usage (dev vs. production). - Establish branch strategy and require testing in development before merging to production. - Train Evan on Claude modes and prompting: start with Plan for at least a week, then Accept Edits, later Auto. - Provide/upload supporting documentation (tech stack, authentication notes, roadmaps/workflows) for Claude’s context. - Review and fix current Azure bugs; use the in-app suggestion tool to track issues and train Evan on implementations. - Monitor usage and costs; keep Opus default and effort High; reserve Fable for exceptional cases; assess Brett’s plan needs. - Schedule and confirm the next training session, targeting Tuesday, September 8, 2026, with consideration of prior commitments and time zones. - Work with George to link documents into the application; set up his “quad login.” - Set up Evan’s computer/user instance and custom instructions for Claude; transfer existing Azure setup into Evan’s environment.	Sep 3, 2026	Speaker 1 00:00:33 Hey. Hey, Speaker 2 00:00:34 Christi. How are you, Evan? Good. How are you doing? I'm good. I am. I don't know if Brett's going to join us today. Do you know? Okay. If not, not a big deal because I am going to record this call, and then that way you guys have a copy of it. I do have a hard stop at two o'clock just because I have to get my daughter to the dentist. But I just want to let you guys be aware. And a couple things to note, real quick. I'm gonna. Are you comfortable in using something like a command prompt or DOS or things like that? Or are you more comfortable? Okay, gotcha. So that that's not an issue at all. Speaker 2 00:01:29 I'm sorry. I'm a vibe guy. Perfect. I'm a vibe girl, but I'm also old school. I've been around for way too many years. I am probably. I I'm gonna guess, just having seen Brett many times in the past through camera, I might be slightly older than Brett. I just don't. I just. I look young. Speaker 3 00:01:54 So. Speaker 2 00:01:59 I have been in IT for over 28 years. Speaker 3 00:02:08 Okay. You may not those first couple years. I don't know if you could say I was in IT, but we'll see. Speaker 2 00:02:23 So I've the the reason I said that is because I've been around since well before DOS. I was using AOL on DOS, so yeah. I'm gonna. I was just telling Evan right before you joined. I am gonna record this call so that Evan can go back and uh rewatch segments of it. So just a heads up for you guys. Evan, part of this is going to be because my schedule as of today has now finally cleared up, and I don't have 15 million projects going on. So, over the next two weeks, I am going to be a lot more available than I have been, just because I had a whole bunch of projects get dumped on me all at one time, and some of my projects are older than y'all's projects. So I had to fiddle and get things moved around. Speaker 2 00:03:14 So as of today, I find we close out six of my projects. Not you guys, but other six. So I am going to be a lot more available to you, Evan, where I can answer questions, sit down with you, do more training, things like that. So we're going to start training as if you love to vibe code, but you don't have the background to really jump in. I'm also going to do. I am also going to give Brett a heads up about something. When you start coding, Brett, he may his usage may be the one where we need to upgrade him to the higher end version. Speaker 2 00:04:03 Yes. So, yeah. So just a heads up for you guys. Anzor and I have an agreement. If I am not working within the Crimson data set and I'm just working in in client data, I do use my personal Claude because I pay $200 a month. It's the best $200 I've spent on a best friend, so I do use that because also Anzor knows I have a lot of security features in play that rivals Crimson's security features. So. Speaker 2 00:04:37 Just a heads up for you guys. I want to default with that, but Evan, for you, exactly, exactly. And so, Evan, I say that to give you the caution. I don't want you to use your personal cloud account. I would. I really need you to use Westwood's. So, um. Now, heads up, I'm sharing my screen. I don't normally program in the code that's on this screen, but I'm going to teach you from this one because I do know it. I am going to start you from scratch. Have you ever worked with GitHub? No. Okay. So what I'm going to do is I'm transferring all of Westwood's coding that I put in that you started the build on, and I am. Speaker 2 00:05:31 Doing a lot of things. I am migrating that to GitHub today because internet finally came up. I don't know if you guys heard about the cogent down outage. Speaker 4 00:05:40 Saying that 100% of my code from base 44 has not been converted over into the Azure that you sent. Speaker 2 00:05:53 Oh, it has been converted over. However, I had to rewrite some of it so that the coding language matched Azure. Okay. Does that make sense? I took your code, rewrote it. It's like I translated Spanish into English. The best way for me to put it. Um, and then now I'm pushing it to GitHub. Have you ever heard of GitHub? Yes. Okay. Good. So GitHub, I I do have a Crimson account, and that Crimson account, I'm going to log in with my thing. I do require you to have multi-factor authentication on because I need you to make sure that you're secure. And then I am going to add you in here. And yes, I do have a lot of ones in here. Here we go. There's yours. Speaker 2 00:06:48 I had to find it, so I'm going to add you to this one as a user, and I'm going to add you into the Microsoft side. So this is all of your code that we ran through. You can see I started it two months ago when you asked me to jump in. So we we started working on it there. I am going to finalize this today so that is all pushing. The biggest thing to note is GitHub. So we go from Claude here on this screen. You are going to write the code in Claude. Claude's going to push it to GitHub, which is like a database repository of your code, and then Azure instantly picks that up and puts in your new changes, and that happens within five minutes or less. Speaker 3 00:07:39 You have a sync basically from Azure to GitHub, just that's. So GitHub is where the code will live. Azure will refresh as the code is updated. Speaker 4 00:07:49 Exactly. So I build it in Cloud, push it to GitHub, and then it goes. Azure says. Yep. Azure is the the engine. Speaker 2 00:07:57 Yes. And so my requirements for that is just to have multi - factor authentication turned on for yourself. And you saw how when I logged in, I had to use my passkey to log in. You're going to need to do the same thing. And I. If I remember looking at your account, which it's been a while since I looked at your account, you have Microsoft Authenticator connected to your account. That's right. Okay. Speaker 3 00:08:21 Good. Speaker 2 00:08:23 Good. So when you set up your multi - factor authentication with GitHub, set it to your Microsoft Authenticator as your passkey. I have three passkeys on mine, so it takes my Crimson SSO and then it still asks me. For my passkey. So just because I don't want people reading y'all's code, I'm very secure. Also, I don't want Brett coming after me if some of your data gets loose on the wild, wild internet. Speaker 3 00:08:54 So Brett, yeah, it's important to lock that down for sure. Speaker 2 00:08:59 Yes. So just a heads up for you. And then Evan, as I'm training you and teaching you and getting you comfortable with everything you can do. Feel free to build out your own applications. So, Speaker 4 00:09:14 I've got two. Speaker 3 00:09:15 He's already doing. He's already got more things. He's got queued up. He wants to talk more about another one tomorrow. So yeah, no, no, we got it. Okay, he has no problem with that. Speaker 2 00:09:25 Good. So you can see all my all my different projects I have in here that I work through. I I have a lot. Um, so just be aware of that. Um, I so I am working through. So this is where I work through it. I usually have like six tabs open, but I've been back-to-back trainings all day, so I don't have as much going. You guys are one of my important projects, and then I have a complex routine that I'm working on. So I may send you screenshots that look like that. It's the exact same thing back and forth. So be aware of that. Speaker 2 00:10:02 I'm going to show you. I'm going to show you everything that I'm doing. I'm going to teach you using the Adapto inbox right here. And so basically, what this the code lives in multiple places. So just think of Adapto inbox right here as your project hub. Okay. The code lives in my OneDrive, and so that's where Claude's going to work from. It's going to work from my OneDrive. And as it's working through it, then it's going to push it to GitHub, and then it's going to pick up and sync from there. As I'm working on things and I'm developing it, I will build it out on my computer first, and test it, and then push it over. Before and I will tell Claude, hey, I think this is going to work. Let's push it and make it. Speaker 2 00:10:60 Make the change, put the change in production. Okay. Speaker 3 00:11:03 Typically, and you know, Christy doesn't need me to tell you this. You typically want to test out the code when you modify it, not in the production iteration. So that's so that's Christy following the the time - honored sort of process of making sure that the the code, the newly changed code, works and, Kind of a dev environment, or kind of a you know her environment, her before it's the changes are incorporated into the live version. Speaker 4 00:11:39 And and what's wrong with doing all this in Base Forty Four versus Cloud and going from Base Forty Four to GitHub to Azure? Speaker 2 00:11:52 So Base Forty Four does not really work well with GitHub, and the, Base programming language for Base 44 doesn't translate well into Azure. Speaker 3 00:12:04 Because there's that step, right? That you have to you you translated the English to Spanish from the Base 44 language to the to the Azure language, right? Yes. So that's essentially you have to do that step every single time you wanted to make a change in Base 44, right? Speaker 4 00:12:24 Yeah. My my only issue is I'm already. There's already some bugs that aren't in the base 44 application, but I'm seeing in the Azure application that, you know, and I've only like scratched the surface. Yes. With it, so that we we have to get fixed. Speaker 2 00:12:46 Now I will explain why those bugs exist. Okay. It would be like me going to Brett and try to do Brett's job with financials. I don't know financials, so in the same token, I don't know Westwood that well, so I don't know what's going to be a problem and what's not, which is why you always want to get experts to test your your stuff. So that that's that's the easiest way to explain why you've got bugs. Speaker 3 00:13:16 So so so in order to get those bugs resolved, is your intention, Christy, after you kind of train him on the the sort of the, Process by which we're going to be updating this on regular. Yes. Then you're going to you're going to confront each of his itemized list of things. You know, subsequently, is that the idea? Speaker 2 00:13:39 Yes. And I'm going to teach him how to. Speaker 4 00:13:41 I built into I built into the app already suggesting improvement tool, and I don't know if that's a good way to do it, Chrissy, and you pick it up from there, or I you show me how to fix these things. And I fix it however we want to do that. I'm fine. Yeah. But you know that's not only for me testing it out in a beta environment, but you know going forward once we push this out to the PMS, they're going to come up with better ways to do things. Exactly. And I provide for that in in the app for them to to make those suggestions and we can track them. Speaker 2 00:14:20 That is 100% how I would do it too. So good job for you. I will be honest. By the time you're done with today's training, you're going to be able to fix those bugs yourself. Okay, I heard it. So, the reason why I'm going to show you in Adapto Inbox rather than in your tool is because Adapto Inbox is something I've already developed. It's in the same position your tool is in, and we're going to work. I'm going to show you how easy it is to work with Claude and have Claude push your updates. Now. Speaker 2 00:14:52 A couple of things I want to give you a base knowledge on. How well do you understand models within AI. Speaker 4 00:14:59 And what do you mean by that? Speaker 2 00:15:04 Okay, so. No, how familiar are you with Claude. Speaker 4 00:15:09 Not a very in - depth. Okay. Relationship, Speaker 2 00:15:15 Yeah. Not a problem at all. So I just need to know that so I know where to start with you. Um. In Claude, I'm going to open up a new one. My sessions that I already have active, you can ignore these because I'm I'm actually working through some things. I am going to talk you through what Claude code looks like. Very first thing, make sure you're on code up here. So top left hand side, you see code right there. Make sure you're clicked in that. Don't go into chat and co work. We're going to do code. Speaker 2 00:15:47 Next thing is you're going to give it the folder where everything resides. So I'm going to open folder, and this where my the code resides on my personal machine, and my personal machine being my Crimson machine. So oops, not that OneDrive. I'm going to go into my OneDrive. I'm going to pull up my documents. Oh, this in the wrong order. Okay, documents, and then for me, I have it down in clients and projects, and then I got to go what? Find Westwood Financial, okay, and then from here, this is where I'm going to go find the project itself. So Westwood EA, and then I'm going to say select folder, and that's where you put that in here. Now the other thing that I can do besides do folder is I can switch to cloud, remote control, and SSH, and in cloud I can add an environment, and that's where my GitHub is going to be. Speaker 2 00:16:46 So it will work straight off of GitHub, and you and I tomorrow, if you're game, Speaker 4 00:16:52 Push it to and pull it down from GitHub. Exactly. Necessarily need this to reside on my computer. It can just reside in GitHub, and I can pull it from there. Speaker 2 00:17:02 Correct. And GitHub would make will make what we call branches. It's going to give you a production branch, and it's going to give you a development branch. You're going to code everything in development first, so that you can test it. Before you push it to production, I'm reiterating something I said earlier, and you're going to hear me reiterate that multiple times. So, I got to be very clear with you. I have made mistakes pushing something directly into production and taking down sites by mistake. So you always want to test it in dev first. We call development dev. Speaker 2 00:17:42 So I'm going to go into Adapto Inbox because in Adapto Inbox I am already connected to my GitHub. So I'm going to click this plus sign here, and you'll see right here I'm in Adapto Inbox, and I'm working off the main branch on this one just because at this point my last thing I was doing I was working off the main branch. So be aware of that. And then in the middle of this I can tell Claude which branch I want it to go into. So you're going to treat Claude. As if you're talking to Brett, but you're talking to a Brett that is not personable, who does not tell you jokes unless you give it that personality. Okay, and Brett gets to be the brunt of all my jokes today, just because he's on the meeting. Speaker 3 00:18:27 I'm a very jokey person. Speaker 2 00:18:30 He is, and he's very he's very good natured, putting up with me all the time. So, um. Down here, you've got this is your chat box. So you're going to tell it what you want to do. You can ask a question, things like that. And we're going to go over prompting in a moment because prompting applies to all AI. I'm sorry, I'm laughing because my daughter, she's learning AI and she's get she's getting crash course by sitting in on all my meetings. And I'm in the office today and she came with me, so she's pretty cool. Mode down here, auto. Okay, there's multiple modes you can choose. Speaker 2 00:19:06 Auto, where is where Claude is going to, it's going to have permission to take steps without asking you for permission on things that it deems in non-destructible. Meaning, if you have an intern that's working for you, and you tell that intern to go do a task, if you trust that intern not to come back to you for every approval needed. That's the auto. This is your level two intern that's been around for a while that knows what's going on. There's a plan. Plan is your intern that you you tell it, hey, I want you to go make a plan on how you're doing this project, and then I will approve your plan. Okay. And then accept edits is a little bit different. It's going to accept some things, but it's it's going to ask you for permission for a lot of things. Speaker 2 00:20:03 So be aware of that. I'm on auto because at this point, Adapto Inbox is something that Claude has really good knowledge on because we've been working on it. In fact, it doesn't show all of my changes and everywhere because it doesn't show my beginning work, but it has all the instructions in the background. Speaker 3 00:20:22 But like, do you think he should? That's something that Claude has been very familiar with at this point. Exactly. So what would you recommend as, Default be to start when he's getting his feet wet in here. Speaker 2 00:20:34 So for you, Evan, I would have you go into plan. Speaker 3 00:20:37 Okay, that's what I would do. Honestly, I mean, plan seems like a good thing for me because at least you get to see what it's going to do first. Speaker 2 00:20:48 Exactly. And please, Speaker 4 00:20:51 Isn't that the reason why you you do it on the the branch before you push it to the main? Speaker 2 00:20:57 Exactly, but you still want to plan it. Speaker 3 00:21:01 Because otherwise, then it's like okay. So like, let's say you do autumn, right? Then you don't know exactly what it's been doing behind the scenes, so you don't know there's a problem until the site crashes in dev, right? Correct. But but if you look at it first, it's like oh well, yeah. You might be able to avoid that step of it crashing in dev if you adequately tell Quan that they screwed up on a couple elements of your plan. That's why I would recommend doing that first. Once you get it used to doing it, maybe you can transition to auto. At least, again, this is just me. This is my recommendation, but that's what I would recommend. Speaker 2 00:21:39 100. And I agree with what Brett's saying because I'm going to show you why. So I'm going to go into my personal. So in here, this is my Adapto inbox. This is the code, the background, all of that. There is a cloud file here. With all my settings, and then there is a get with all my settings. It took a while for the system to formulate all the instructions and to understand it all. So once it did understand it all, and also we have docs, which is where we we took session notes of everything I'm doing, and because they're in files that Claude can read, Claude checks these documents before it starts working. Speaker 2 00:22:27 So it knows what text stacks I'm using. It knows my authen my justifications for different things, and it does know the capabilities. And that's why it's on auto. But until this information is built out and it understands what Evan is looking for in the application, you want to keep it on plan, or you want to keep it on accept edits. Plan for the first week, and accept edits next. And then when you feel like that your intern has started to become More than just an intern, that's when you're gonna throw it on auto. Okay. Now, in addition to that, if you want to add files or anything to it, like let's say you have a roadmap that you put in that maybe you gave it to Brett early on, and you said, hey, this is my roadmap and my plan for this application, you can add that using this plus sign here, and you can add photos, files. I actually have a connector. Speaker 2 00:23:23 So one of my connectors is Miro, which is not on here anymore. It actually contained—I no longer use Miro, but it contained the workflow of how this wanted to work. So I created, you know, when my words are escaping me, but you know, in in PowerPoint when you're setting up a workflow to show someone how something's going to work. Okay, that's what I had built in Miro and imported into Clot. So that it knew how I wanted the system to work. So, and then also you can dictate. We're not going to just go over that. Models. I want you to be aware of models. I have been utilizing Fable 5.1. Be aware, Fable costs a lot more, and the prompting is going to be a little bit different with Fable. For now. Speaker 2 00:24:18 Until you get really good at explaining to Claude what you want, use Opus. What Opus is for is Opus is your high level thinker. It's like hiring me to come in and plan something out for you. That's Opus. Fable is hiring the chief technical officer of Microsoft, who's way more knowledgeable than me and way more efficient. That's going to be Fable. But that chief technology officer at Microsoft, he makes triple what I make. Okay, so that's that's how the best explain it. Sonnet is probably where you're at. Haiku, haiku, I can never pronounce that. Is probably where your janitor is at on knowledge of the company. So and knowledge of technology. That's how I explain models to people. So keep it on Opus because Babel does cost a lot more. And then for the effort. Speaker 2 00:25:14 How how much effort do you want your AI to make? I always keep it somewhere around here or here. I keep it in the high. The higher you go, the smarter you go, but the more expensive it is. So if you leave it on high, which is right here, that's usually the perfect setting for everyone. I very rarely go other than high. The only time I do high is when I'm doing a super extensive research. And when I say super extensive, extensive, maybe it's a brand new client coming on board that I've never worked with with them before, and so I'll I'll bump it up so like it digs all the way down into the internet. Does that make sense? Speaker 3 00:25:57 Yeah. Okay. This is all good to know also for me in terms of the cost perspective. So because we do need to be thoughtful about where that starts. So yeah, that's it's also Christy. Speaker 2 00:26:12 You're welcome. Another thing for you, Evan. If you look down here, I'm clicking on my name. You're going to see a little bit different options here. You're going to have a usage option in here. Constantly go check on that. And now, heads up, I'm going to go to my usage. This where I'm at for the week. This my weekly limits. So I've been, I've not been using as much this week because I've been training and I've been having back-to-back training sessions and. Thursday was 14 hour workday for me, and I was on the road for six of those hours. I was in Big Bear and Ontario and things like that. So my usage is not where it normally is for the week, and in fact, I haven't used in the last 20 minutes because I'm talking to you. So, so but be mindful of this. Fable has different usage, but you want to be mindful of this right here. Speaker 2 00:27:08 And you want to be mindful that it is a month limit instead of weekly limits. So, and just a heads up, this is the best $200 I've ever spent on a best friend. So, I've been doing the $200 plan for over a year now. So, once you get your system knowing and understanding the code base, which I'm going to walk you through that tomorrow, you guys are okay with meeting me tomorrow? I forgot to ask that. I just assumed. Speaker 3 00:27:40 Yeah, because what time are you? Like 2 p. m. 2 p. m. is five o'clock. That's five o'clock. So that's a little late. Speaker 2 00:27:50 Okay, let me check something real quick because I have training all day tomorrow. I'm teaching the basics of AI two different sessions tomorrow. Speaker 3 00:27:58 I mean, we we could probably just you know move it to early next week after Labor Day too. Like if you want, I I just you know he's. You know it's tough because you know Evan's three hours ahead, so sometimes. Speaker 2 00:28:13 Yeah. Evan, Speaker 3 00:28:15 Are you Southern? Speaker 4 00:28:17 Yeah. Yeah, Speaker 2 00:28:18 I'm in Georgia. Okay, your accent comes through. I I feel like I'm at home when I'm talking to you. Um, what? Speaker 4 00:28:27 I'm born and raised in Tampa, so there's not too much accent there. Speaker 2 00:28:30 Um. I have family in Georgia, Alabama, Tennessee, and Kentucky. I was raised in Kentucky and grew up Kentucky, Tennessee, and Alabama. It comes out. So just a heads up. How about one o'clock on Tuesday? Because I know for a fact that this is going to get moved. So I could do this full hour right here and possibly go over. Speaker 3 00:28:56 Four o'clock your time to four o'clock my time. Four o'clock your time on Tuesday. I can. Speaker 2 00:29:04 Okay . Uh, this week is next week is is quite light compared to. So okay, I'll send that meeting invite to you guys in a bit. Um, and we should be good. Um, okay. So real quickly, let me talk you through what a session looks like, and then Tuesday we're gonna set up your computer. So your computer can do everything, okay? So on this, just because I haven't pushed Westwood into the UI yet, one of the things I'm having an issue with. So we're going to fix bugs real quick on Adapt Two Inbox, and so one of the issues I'm going to do is I'm going to tell it, hey, we're having a problem with responses. So I need to fix a bug where. Speaker 2 00:30:01 The drafts are being created multiple times on the same email. So, just to give you context, what this tool does is it's a inbox tool that sorts your inbox, drafts, replies to messages, and will categorize your email and file them according to your own rules. And there is a bug in in the cloud version that will create five drafts for the same email because it's creating one draft a day. So what I'm doing is I'm going to give it a prompt, and so this prompt that I'm giving it, I'm going to spell it out a little bit more. I just hate typing while I'm talking. What I'm going to do is I'm going to give it what my end result should be, the context of what's going on. Speaker 2 00:30:60 And if I have any tasks that I needed to do to get to that point, sometimes I don't have to give it tasks, but I do need to give it context, and I do need to give it clear guidelines of what it should look like when it's finished. Does that make sense? Okay. All right. So bear with me one second. Let me pull up my dictation software because I prefer to dictate rather than type. The system will send out or attempt to create one draft. Per day, and I needed to check my sent box first to ensure that I haven't already sent an email to that person because it will try to recreate drafts over and over again. The end result should be that a email is only responded to and draft created one time, and then if I have not sent that draft, hold it. If. Speaker 2 00:31:58 I have sent that draft, then, and it's not received a response from the person that sent me the original email. Then it should remind me every two days if I wanted to check in. Okay, so my dictation software, I I don't know if you guys heard the dictation. It you guys heard? Okay, good. Um, so I dictated to the system what I wanted it to do, um, how I should have it done. And the steps I needed to take. Now sometimes I don't do very well on explaining it, so you know, Claude is really good at putting together things. But before I have it fix it, let's plan out what what this should look like. Okay. Also, I love my dictation software because it corrects on the grammar. Speaker 4 00:32:59 Is that pedal. Speaker 2 00:33:00 Ah, it it is WhisperFlow. Speaker 3 00:33:06 WhisperFlow, Speaker 2 00:33:06 Yeah. Yeah. And so what Claude's going to do is it's going to look at the current auto draft. It's going to look at the rules, and it's going to look at the code before it proposes anything. So I always, Speaker 4 00:33:22 Even though working on my app, you have this working on something else, or is this for? Are you working within my Westfin project hub? Speaker 2 00:33:33 I'm working within a different app because I don't have your Westfin one in in this system just yet. Because I did everything on DOS. Gotcha. So this is where I did all of yours. I just need to transfer it over into here, and then I'm going to set you up with that tomorrow. Speaker 3 00:33:51 She's just doing this. Speaker 2 00:33:58 And I'm showing you how Claude works because the little bit I played around with Base 44, I I really do like Claude better just because there's a little personality there and it does catch you when you start to make a mistake that might be detrimental. And Base 44 allowed me to make a mistake that could have been detrimental. So I I have played around a little bit with Base 44, especially after you guys gave me a heads up and I already had other clients trying to use it. Speaker 4 00:34:29 Yeah, I mean Base 44. It definitely created some bugs, but a lot of times it saw the bugs before it published it. Number one, and then number two, if I saw the bug, all I had to do was point it out and I went in and fixed it. Speaker 2 00:34:44 Yes, and Claude will do the same thing, but it also will stop you before a bug too. It'll say, " Hey, I can write this, but heads up, this is what it's going to cause." So. And that's why currently it's digging into my existing code because it's going to check and make sure that it's not going to create a stumbling block. So now while it's doing that, you can see right here if I click on this, you can see what it's doing. It's looking at all my stuff, and I can click down and see here's the code of what it's looking at. This is what it's looking for. Speaker 2 00:35:25 And and so on. So I'm gonna I'm gonna hide that again. Now it's explaining to me the causes, and only one of them is the thing I described. So it's finding extra items, and I can read through that. And so here's why it's happening, and then it's giving me a little bit more information. And then it's giving me another little information. So it's giving me three pieces. It should correct, and how it would build it. And so I'm going to read that as well and understand what Claude is trying to say, and I can come back and argue with Claude because if you've ever been in one of my trainings, I'm going to tell you, 70% of the work you're trying to do can definitely be done in AI. It's the 30% of the work, including what we're doing here, that relies on your judgment. Speaker 2 00:36:25 And that goes back to why you have bugs right now, because my judgment is based on certain things, but I don't know Westfin, and that's where your judgment is going to be. You know Westfin, you know what you're trying to build, you know what you're trying, what problem you're trying to solve with your software, and so that's where you need to read through this and make judgments and decisions on all of its suggestions. That's why I would never go to Brett and say, "Hand me over your financial records for next year and let me check your double check your budget," because I don't know Westfin's budget. I don't know what problems you're solving for with the budget. I can tell you to give me your IT budget and I can check that because I do know Westfin's IT stuff. I don't know everything else. So this is where your judgment comes into play. You got to read through it and check it, make sure everything is there, and make sure that it's not going to create a stumbling block. Speaker 2 00:37:20 So I'm gonna go through this. I actually already know all of this because I haven't started building it, but I I woke myself up at three o'clock thinking about this fix that I need to make, and then I was like, wait, this will be a good one to show Evan. So, stopping jesting my own mail, 100%. I needed to stop doing that. One follow up for a conversation, yes. Check sent before drafting, yes. This one's a new one. But I like I like what it's saying here, and I agree with that. And the two-day check-in, it mostly exists. I agree with this. And now I'm going to look at the scope. Now, if at any time when you're going through this oven, and you're like, wait, I don't understand what you're saying. Speaker 2 00:38:19 Challenge Claude to put it in your in terms that you understand, and say, "Hey, I don't get this. Explain this to me, okay?" So, I I'm going to tell it build it as you described. Now, this one I do agree with. Make the reminder. Speaker 2 00:38:50 Choosable. I I can't spell today. I'm a techie, not an English major. Leave the English majoring for my daughter. Make the reminder choosable in settings on if it's a 24 hour, 48 hour, or 72 hour nudge. Speaker 2 00:39:24 Something's happened on my computer. Let let users decide. Okay, so there's my caveat. I took everything that Claude said, except I wanted to add the piece where I allow my users to decide how often they're going to nudge. Is this making sense, Evan? Speaker 4 00:39:46 Yeah, yeah, yeah. Okay, okay. One of, Am I not going to see the physical app or what it's doing? It's just all going to be in in text. Yes. That I have to read through. Yep. Speaker 2 00:40:02 Okay. Um. Now, at one point, Speaker 4 00:40:06 How does it get from? At what point does it get from that to what you sent? You know, the the Azure versus the actual app to like play with it to see if it actually does what I want it to do. Speaker 2 00:40:19 When I tell it to push. Speaker 3 00:40:21 Yeah, but you you you gotta go push it. So then you you basically you validated everything that it's gonna go do or tweaked it as necessary. You then go have it do it. Then you have the code. Then you go push that to the production. Speaker 2 00:40:35 Yeah. Now at some at at one point you are welcome to say show me what this is gonna look like, and I'll be honest, I did that earlier. With a different thing that I'm making, so I asked it to show me what this is going to look like, and this is where it pulls up and tells me what it's going to look like. So, this is an operating. Speaker 3 00:40:55 That's really useful, you know. Yeah. Because then he doesn't have to actually compile and build. You, you, yeah. So that that's a good idea, Christi. What do you got? Speaker 2 00:41:04 Yes. So, and this is all I did was show me what this is going to look like, and it will push it to, it'll push it to your Edge or Chrome, whichever you use. And then it'll give you a canvas. This is a canvas, and it'll show you what each page looks like. So I can go in and take a look at each page. Speaker 3 00:41:23 Okay, cool. You can't click on it, but it's like a look. It's like a look. Yeah. Yes. Like, okay, if I make these changes, then these things are gonna. Speaker 2 00:41:31 Yeah. So, like, this is my client sheet. Look, you guys are on my client sheet. In fact, this is taking some my data from yesterday, where I have. My last activity was yesterday when I was actually building this, and then my open task, what I was working on for you guys. So this a this my own kind of operating system for me, Evan, where I it helps manage because my task list is 160 tasks long right now that's actually open and active, and so this my task list. Speaker 2 00:42:08 And I'm building out an interface where I can see it better than the way I have it right now. So, some of these got closed yesterday, not all of them. But this is dummy data, like it's it's based off of actual data. So I asked it to go in, create this, and take a look, and. Speaker 4 00:42:27 Then. So can you go back to the cloud? Uh huh. I'm I'm a little stuck as to how it gets from this. Speaker 1 00:42:38 Yes. Speaker 4 00:42:38 Into what you were just showing. Where's the push to do that? Speaker 2 00:42:42 So I will ask it. Hang on, let me see if that's in this one. Hang on one moment. I asked it on this one. So complex routine. I asked it in here. Here it is. Second pass is done and Canvas is updated at the same link. This is where I asked it. I gotta find it. Okay, I see the artifact. This where I asked it, and I gave it. I I told it I do like it, but I want to change. Is where the and I gave it all the changes I want, and then I asked it to push it, and this where it pushed it all. And then I opened up the webpage. Does that make sense? It's okay. I I start. I asked I asked it if it made sense, and I instantly knew. Speaker 4 00:43:38 Yeah, you built the code here in Cloud, but I'm looking at right. This is this is the code. So what button did you push from here to get it into GitHub? Speaker 2 00:43:50 Oh, that's easy. Speaker 4 00:43:52 I didn't into the app. Speaker 2 00:43:53 I didn't. I didn't. I don't have a button that I actually push. I just tell it, okay, push it. I tell it to push it. Speaker 4 00:44:02 Where did you? I don't see the way you said. Speaker 2 00:44:06 Oh. I haven't told it in this one yet to push. Yeah. What is. Speaker 3 00:44:12 It doing right now? It's compiling, checking, checking all the checks, right? Speaker 2 00:44:19 Yes. It's building out what it proposed to me. I told it to build it, and then once it's done being built, I will tell it to push it. Does that help, Evan? Yeah. Speaker 4 00:44:34 Okay. So once this is done running, you'll tell it to push. And you just say, and what's that command? Speaker 2 00:44:40 I just say, okay, push it. Okay. Think of it like talking to Brett. That's basically how I think about it. I think about it like I'm talking to George, and so if I'm ready for George to row something out or to do something, I say, okay, go do it. And that's how you that's how you want to think about talking to Claude. Speaker 4 00:45:07 So we we we sought to wait till it does what it does before you can kick it in the ass here and say go put this to work. Speaker 2 00:45:15 Exactly, you got it. Which is which is why I have so many tabs open because I will tell it to run and build something and then I'll move on and I'm multitasking and go to the next things, and then I'll go back and revisit. Speaker 4 00:45:27 Yeah. Yeah, I mean that's why you know again sorry I'm I'm a Base 44 fan because that's what I did. I would you know. I'd tell it what to do. I'd go work on something else, and then it'd chime and say I'm done. You know, I test it out. I'd like it or not or whatever, and you know, move it around, and then you know, tell it to build something else, and then I'd you know go work on something else, and it'd give me a chime. I'm done, and yeah. Speaker 2 00:45:53 Yes. I will. I will be honest with you. Claude will give you a chime too. Not audible. Well, I've never listened for it. I'll be honest, but you see the blue dot here. I'll get blue dot here or here. Tell me it's done, or it pushes a notification to my phone. And yeah, I think I've cleared out all my notifications. So because I've already handled everything. But when it's done, it'll push a notification to my phone. Or if it's waiting on me to do something, if it has a question for me or something I need to approve, it will push that approval request to my phone. Speaker 2 00:46:35 I'll be honest. I start things from my desktop at home. I'll log into my desktop at home while I'm in my office. I will start something to build so that by the time I get in my car and drive halfway home from Pasadena, I can go in and approve it because I have an hour commute when I come to Pasadena. So I'll let it work while I'm driving. Speaker 4 00:46:59 So then you you hit approve and then how do I get to? To the the work environment. Speaker 2 00:47:07 So you ask it for the link to the work environment, and it will open it up for you. Oh shit. Yeah. Okay. It puts it automatically in here. Okay. So all you have to do is ask it plain language. Speaker 4 00:47:23 You know how. How do I push it and make it live, or does that need to run through you? Speaker 2 00:47:29 No, you push it. You tell it, okay, make it live. Put this in production. Speaker 4 00:47:35 And it'll automatically up in Azure, and yes, we're using it. Okay. The other question there is: is this really going to be the website that we use that we send out to the PMS Green Hill Dash Five BA? You know, is it going to be it? You know, something. We can name it whatever. Speaker 3 00:47:57 Yes. It's the basically, you know, by the time she sets this up in. Your cloud environment. We're going to have it so that it's, you know, not only do we have connection to the GitHub, but connection, obviously, GitHub will then be connected to Azure, and then you tell Claude then can just interface with, right? Yes. And then, you know, hopefully, and again, I know in the early goings here, we'll probably have some tweaks during this process, but. Speaker 3 00:48:33 Once you get it pretty stable, I hope we won't be making too many changes. But it's like the idea is just sort of you know instead of having you do it in base 44 and then we up we update it on our end and we do the cloud translation and then we do it. And there there I suspect in the early goings, you know, you could have you know cleaning bugs, little enhancements, things like that. You're gonna have you know probably 15 times you're gonna have to update the code at least. So like the then you can do it without waiting on us to then like do the syncing, right? So the key thing is, and obviously Chris is gonna help you with like you know being comfortable or if you have questions and all of that. But the you know it's like teaching somebody to fish instead of you know what I mean. It's that old adage. Speaker 4 00:49:26 It's like yeah yeah yeah no no no this is great. I want to be able to do this because it'll you know I'll be able to. Stay on it, and you know. Speaker 3 00:49:33 And then we don't have to go back and translate stuff back. Speaker 4 00:49:37 There's going to be things that I'm going to see that I want to change, and and I can do. Exactly. So I mean, this is great that I'm I'm getting this ability to do this is is awesome. Speaker 2 00:49:47 Yeah, and I'm gonna I'm gonna show you something because there I've got I've got a couple things. So Evan, I want you to be aware of something that's happening here. Um, this is called New Weight Room. It is a website that I published for a client way back when, and I taught their social media expert just like I'm teaching you, and connected them to this. So you'll see I'm not the only one in here. There's also Clayton Moore Fitness. He's the social media manager for this site. He goes in now and he makes the changes. I haven't touched this website in three months. Speaker 2 00:50:23 Okay, because they haven't needed me because I taught him. The last time he went and deployed something was two weeks ago. So if you do push something, we can go in and see what you push, and I can go in and take a look at your deployments, and I can resolve it from there. So you can see all the deployments when he made some changes, and I can see who did it. I can see when he failed, and that was back in July, and so there might have been something wrong. I think he actually called me on this one. And I could go in and take a look at it, but you can see he's he made all these changes himself. In fact, I think the last time I touched it was in July when he needed my help on something. But ever since then, he's made deployments himself without me needing to touch it. So, and we'll do the same for you. We'll make sure that you're set up and ready to go. Speaker 2 00:51:22 But I'm not going hands off until you tell me, hey, stop bugging me. I don't need you no more. Speaker 4 00:51:27 And that's another thing I built into my tool as well. I have the system test that that runs through the whole app and tests everything. I just, you know, I just I just ran it. Right now I have a failed thing, so I had it. And when I was in the building environment, I wanted to get rid of all my test test data and test projects. Yes. But now that it's live, it's not doing that. Yeah. But I want to make sure that that's only on the admin side. So there's stuff. You know, there's going to be tons of stuff I need to verify here before we send this out to everyone. Speaker 2 00:52:06 And just a heads up, what we'll do, we're going to set you up for success here. Everything you validate, do it through Claude, and also. Have Claude. I do this. I do this a lot. I will have two chat windows open. So each of these right here, let me go up to Adato inbox. Each of these is his own chat session. I'll open up another chat session, and I'll tell it to do a security test against the code that's already there. Oh, cool. And I'll go in here. Like this one is. It's working through some things that I have going on with a to do list. It's still running. Speaker 2 00:52:46 Because this something I was doing earlier, but you'll see these little things that are happening here. So this a draft that was working on. This an error that I actually already fixed. I fixed it in here, and then you can see this little fading in and out just means it's running. And so you can pit clot against itself. Okay. I think once you get to the point where you're able to do this, you're gonna ask, call me and say, hey Chris, I'm gonna need to make another app. Show me how to do that. Speaker 4 00:53:21 I'm hopeful. I'm hopeful. What I've built so far, to Brett's point, you know, is just a little cleanup. This isn't a high test program like we have been using. You know, this is just an organization tool basically, and reporting. What people are doing and a place to store stuff and you know, yes, have a nice happy home for our project. Speaker 2 00:53:51 Yes, 100%. Speaker 4 00:53:53 There are some things in here that I did not build yet in Base 44 because I wanted it to be in our environment before I did that. Okay. Like tying stored files into share files. I don't know if we're, Able to do that or into teams. Sorry, if we're able to do that or not, and if that does in the right place, it could get messy. But that would be great if I'm able to do that, Brett. Speaker 3 00:54:24 So that yeah, I mean, basically, what he's looking at, you know, in the in the site that is currently the project management site, there's a bunch of construction - related documents that are that are stored there, right? Now, when we have a site that she built, and you're now building, updating, you know, the hope would be that we could point certain projects to like a folder on SharePoint that already housed copies of these documents, right? Right. To all the documents that we put them into Teams, so that. Speaker 3 00:55:11 We be able to then transfer it back to them. This, this, so it's just figuring out kind of how we do that, architecture of that. But I think it doesn't seem if it's all in our environment, Speaker 2 00:55:26 We could. You should, and you can. I will get you guys. One biggest thing I'm going to tell people: make sure it's organized well. Just make sure it's organized well. So, but yes, and. In fact, George can even show you how to do it. Great. I've taught him just enough; he should be able to do that. If not, tell him he owes me some more portos. So, that's our standing joke. Anytime he does something wrong, he owes me a month's worth of portos. So, all right. It's if you guys look. I know it's taken a minute. It is building. The building is clean. Speaker 2 00:56:09 A build is clean, and now it's updating all my project documents. Remember, I showed you early on, Evan. I have all my documents listed there, so we can pick up at any time from any computer. I always, I have it written into the code and into my instructions to always, when it's done with a build, update the project documents so that we know what was done. Speaker 4 00:56:32 So, is that are there are there some things like that you, Have already put into my code that that does that, or do I need to? Do we need to do that? Speaker 2 00:56:45 We're going to need to do that for you because my instructions are on my computer, and we're going to have to build your instructions on your computer. So in here, this is my code, this is my appearance, and I have a lot of instructions in here, and so you you're going to have those same instructions, and we're going to set that up together, and. In my general, I do have instructions. Here's my instructions for Claude, and so it's long if you guys can see. And I'm going to teach you how to set that up. So maybe by the time. Speaker 4 00:57:21 Something that you think I'm going to like the way that yours is, that that's going to probably work for me, or that's going to need to be tweaked. Speaker 2 00:57:28 I tell this is what I tell everybody. What I use is a good starting place for you, and as you, Work through Claude, and you have your own projects and your own ways you like to work. You're going to update it, make it even better, and make it fit your what your style is. So, it's it's like me. I don't like chili. I hate chili with a passion. If somebody hands me their menu that they use as a template and they have chili on it, I'm going to remove chili from that because I hate chili with a passion. I know I'm not a good Southern person, but still. Speaker 2 00:58:06 Because I don't like chili, but yeah, you're gonna tweak things and make it fit who you are. So, um, now that it's updating project docs, it went ahead and pushed because on this one I allow it to push, um, and so it pushed it as a draft, and so it's already in in GitHub. It pushed it to GitHub. It's not live yet. So, and you'll know that because I'll say it says two things before this goes live, and it's given me its stipulations for it to go live. So right now it's in dev because it pushes it as a draft. Draft is the same thing as development for me. Live is what we call production. Speaker 2 00:59:04 And by the way, it did test it as well at the same time. Now the thing that's different about this from Base 44, Evan, Base 44 is a lot quicker because it doesn't do a lot of the background checks that Claude does. Yeah. This one is it is super quick, but again, Claude goes deep into the code and makes sure everything's aligned correctly. Base 44 does a lot of just surface, so. Speaker 4 00:59:35 But then they have they have additional checks for you to go in and and fix security issues. Correct. So it doesn't do it at the same time. Yes. You have to go in and and secure it. Speaker 2 00:59:51 Yes. Now the reason why I'm not a fan of doing it that way, the way Base 44 does, is it's like this: you live in Compton, and, If you walk in and out and not lock your door, and you're in the kitchen cooking and your door's not locked, somebody's going to come in while you're cleaning the kitchen. So you want to make sure you lock the door as you go in. That's the same thing for this. As you're writing the code, you're going to make sure you're closing and locking the doors. Speaker 4 01:00:17 Be careful, Brett lives in Compton. Speaker 2 01:00:21 Yeah, I've lived and worked in Compton. So I get it. I'm now. I went from Compton to El Segundo, Brett. I'm waiting for him to respond to that one, Speaker 3 01:00:36 But. Hi. Speaker 2 01:00:40 Technically, I'm not in El Segundo. Technically, I'm that little sliver of land between El Segundo and Hawthorne, that's right above Del Air. It's right on the cusp of Del. I live next door to LAX courthouse and the sheriff's office. Yeah, so not fully in El Segundo, not that rich. So I'm comfortable enough that I can live near the sheriff's department. Comfortable enough, I tell my kids, if you feel the need to go do things that are not kosher, be aware, Speaker 1 01:01:18 Sheriff's department next door. Speaker 3 01:01:26 Yes. We at a place where we can sort of wrap up where we're at right now and then resume on Tuesday. Speaker 2 01:01:36 Absolutely, that was the next thing I was going to say. Speaker 4 01:01:38 I mean, as long as I can vibe, that that's not going to be an issue. And then you know, you set up the parameters that that it it writes. Speaker 2 01:01:50 Yes. You know the way that you set. I mean, I'm fine with all that. Speaker 4 01:01:54 Yeah, I. Speaker 2 01:02:02 Will tell you, you can vibe all day long using this method. Earlier, I was in a training class. I was teaching people how to utilize Claude more effectively, and at the same time, while I'm teaching, I'm vibing. Just not on the same shared screen, so people didn't know what was going on. So you can vibe all day long. Speaker 3 01:02:23 And it'll just, I think, once you're also in your own iteration, and then you see how it's all linking together, and then you will tell, you'll have more of a feeling of ownership of it. It's actually updating, wanting it to update. Right now, she's showing you kind of in her environment, a different app, and like it's kind of disconnected from what. Yes. Yes. So let's just work on that step. Your instance. Account, getting everything from the standpoint what she's already set up in in in Azure, we get that in there for you, and then you know we'll continue the training on Tuesday, and then I need to set this up, Speaker 4 01:03:15 Christi, this adapter. Speaker 2 01:03:17 Oh no. I sent that to you so you can see what we were working on, so you can have the visualization of what we just worked on. Speaker 4 01:03:24 Oh shit! This is this was what you were just building, though. Yes. Speaker 2 01:03:29 Oh wow. Yes. Brett's already seen it. So I just I didn't mean to interrupt Brett with that statement, but Evan, that's that's just so that you can see what we built. I want this. You know what? I think Brett might let you have it. You just need to give him like $ 500, and then Brett just pass that over to me. Speaker 4 01:03:52 So, Speaker 3 01:03:56 Yeah. Is this your brainchild? Yes. Christi already had built something out similarly, and we needed it for some folks. Mr. Casey Bills was interested, so we had to kind of, you know. Speaker 2 01:04:16 They sweet talked me. Speaker 3 01:04:18 I did, I did, I sure did. But yeah, we're right now. It's I would say we're still, you know, it's an early adoption. Speaker 4 01:04:27 I I have someone who needs this desperately, desperately. So I serve on the camp committee, chair of our summer camp. Oh yeah. Our director needs this very bad. Speaker 2 01:04:46 Feel free to share. Yeah, feel free to share. Just a heads up. I this is in beta, so if they want to beta this, they get it free for the life of the app. Oh wow. Because there is going to be a pricing fee once I roll it out of beta. Speaker 3 01:05:05 That's correct. Back now. Yeah, but but yeah, obviously, you know. Your your main focus is we got to get the we got to get you set up yes to being able to update in Claude for the site so then we can make sure all the bugs are cleared out so we can start to invite the the test PM to use it and to see how it goes and then meanwhile while they're using it like we can work on with George we can get the the documents linked in or stuff like that exactly you know I think I think over the next couple weeks. Speaker 3 01:05:43 Should be our goal to get you comfortable, sexy, you know, doing them, feeling comfortable, updating the code, having sex, feel good about the bugs being cleared out, going invite some more. Um, question. Small group to test it out, see how they like it, and then as a result of some of using that, we may even have to make a few more corrections. And then um. Speaker 4 01:06:11 Kenneth Milton Pratt. The singers are doing good. Hopefully, doesn't get overhyped. So, Speaker 1 01:06:18 Yes, her and I are. She's coming in Thursday. Next week, Thursday. Because. Speaker 3 01:06:24 Her last set changed, so she said it's on Thursday at one. Yeah, her and I are going back for a second. It's a lot easier for them to use, which I think it is. Yes. You know, just you're you're under the hood a little bit in terms of how these things work. Quads now enable people to be able to be under the hood without having to go to school for learning programming. So like that's that's kind of where you're at and where you get the the benefits from some of this technology. Thanks, Christi. Speaker 2 01:07:04 No, I was just going to agree with everything that Brett's saying because once you figure out all of this, and this why I took it. I'm taking you through it slowly because I I want you to see what it's capable of, and I want you to understand that before I give you the keys to everything else. You're going to see all the potential you have for what you can do within Westwood. Yeah. So this you're gonna you're gonna be blown away once you dive in and play around with some things. No, Speaker 4 01:07:34 I mean it's great. Like I said, I have two more. Well, one, possibly another app behind this that I've already started playing with, and it definitely needs help. It's it's been tough building it in Base Forty Four, which on the surface it seems like a more simpler app than what I built here, but it's just not. It's not working. Speaker 3 01:07:59 Right. Yeah. Yeah. Yeah. As is the way. So we're going to meet on Tuesday. Yes. Christi, we need to talk to George about his quad login, so that you. Okay. I don't know if he was one of the initial news. Speaker 2 01:08:21 Okay. I will. I'll have a conversation with him on my way home because I got to take my daughter to the dentist. Let me get him to do all of that for us, and then we'll go from there. And Evan, I'm I'm sending you guys over the invite for Tuesday right now. Awesome. Thanks, guys. Bye. That went a little longer than I anticipated.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=27e02fbf-7139-41da-a628-ece0681ff885&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODg4MzM4MCJ9.CgoKBHNuaWQSAjY0EgsIpvXp5onxxj8QBRoOMzQuMjA0LjE5Ny4xNjUqLDVqekt1Wk10eW1TV3dScVkwTHp5enVXdU9sMHVHWGRDMkpVLzBFemFWMWM9MJoBOAFCEKI5O4DgwAAALUcMoy3WoJZKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.eW0R-ZOsYikKBmlPgwI7Xd7c54t3W9qqjW3xjeC9yZ4&ApiVersion=2.0	Processed▾	Configure Claude in Code mode for Evan connecting correct OneDrive folder or GitHub and verify branch usageUpload supporting documentation including tech stack, authentication notes, and Miro workflow diagrams for Claude contextReview and fix current Azure bugs in the Westwood app and train Evan to use the in-app suggestion tool for tracking issues+8	✓	Client Work▾	Westwood Financial	covered by 906912 - verified 2026-09-09 EOD transcript sweep	Westwood: Evan Reiss training on the Claude/GitHub/Azure workflow, 9/3 13:00-14:08 (entry 906912). Filename says 09-03; the 9/8 file mtime is the Plaud upload date, not the meeting date.	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\3 - Clients and Projects\Westwood Financial\Meeting Transcripts\Meeting Transcript - 09-03 Lecture Training Evan on Claude–GitHub–Azure Workflow, Code Migration from Base 44, Security and Branch Strategy.txt	—	✓
09-08 Weekly Meeting: QOP Week 37 Project Updates and Technical Issues	## Meeting Information > Date: 2026-09-08 09:28:53 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Christi] [Seg] [Pete] [Speaker 6] [Speaker 8] [Speaker 7] ## Meeting Notes ### Calendar organization and color-coding in Outlook and Power Automate - Christi demonstrated using Outlook Categories to color-code emails and calendar entries. - Power Automate rules categorize events and emails by content (e.g., “view service record”) and by domain. - The domain-based flow was deleted on 2026-09-04 and will be rebuilt; documentation will be shared after reconstruction. ### QOP Week 37 kickoff and agenda ownership - Seg led the Week 37 QOP meeting due to Julia’s delay. - Screen sharing arranged; confirmed focus on project updates. ### Project 2626 – “Call me for their AI training” - Training set for 2026-09-23; previously moved, may move again. - Jason sent a calendar invite to Christi; billing expected. ### Sharp computer upgrades - Progressing but slightly behind due to ADT installations and other higher-priority issues. - May shift to mid-October; recent cost changes still being addressed. ### DTLA updates - Julia has not received updates; will check again. ### Avalon kickoff - Kickoff scheduled for the afternoon of 2026-09-08; project finally starting. ### Barker project - On hold. ### SharePoint migration responsiveness concerns - Client may be attempting a self-migration in SharePoint; non-responsiveness noted. - Monty is informed but also reports poor response; she has a meeting with them on 2026-09-14. ### Project 2746 – Clapage cloud team setup and API requests - Client attended public trainings; prefers to avoid full 1:1 training for now. - Waiting for the client’s monthly evaluation to complete before resuming training. - Pursuing API documentation from vendors for low-usage applications. ### Westwood Financial – mailbox integration and pilot deployment - Migration completed (including moving the “Evans project” to the Microsoft tenancy) and pilot deployed. - Meeting with Brett and Evan on 2026-09-08 for handoffs; ticket to close afterward. - Billing at CIO rate; additional hours to be confirmed with Brett. ### Project 2679 – Maybrick security assessment - 45% complete; scheduling another vulnerability scan during the week of 2026-09-08. - Awaiting remaining credentials. - Billing decision deferred for a few days; Pete to check with Anzor and consider managed security follow-up. ### Project 2712 – Draft Boxes SharePoint migration - 6 of 10 SharePoint sites populated; others pending. - Ongoing communication; estimated ~75% completion once the client finishes migration tasks. ### Avalon (separate item) - Still on hold. ### Arc – LastPass Business rollout - 6 users still not configured due to being out of office last week. - Seg will call users and send reminder emails. ### Foot Hill onboarding - Reminded Frankie and Andres of assigned tasks; awaiting inactive user list. - Raza to rebuild DC on 2026-09-10. - No disruptions from CA policies test groups 1 and 2. - Meeting on 2026-09-09 with Raza, Andres, and Frankie to set the CA policies go-live date. - Working with Krit on fewer than 10 renewals due in September and October. ### Nishida – server refresh - Data appliance activity on 2026-09-09; additional computations next week. - Rally Bar and other equipment shipping dates not updated. - Firewire switches unpaid; Pete wants to be CC’d on follow-ups and may impose rental equipment billing if unpaid past 30 days. ### Protection – equipment replacement - Recommend closing the project; Wi-Fi configuration should be a new project. - Quote not signed; follow-up needed. ### Project 2761 – Cotsen UPS replacement - Hardware invoice paid last week (week of 2026-08-31). - Order processed; ETA not yet provided. ### Quad takeover (Gaby) - No new updates; planning to revisit now that reports and assessments exist. ### Intertem – MDM issues and helpdesk process - Users intermittently losing access; one misassignment to the wrong compliance group on 2026-09-04 (Moritz). - Today’s issue: a user lost access to Google email but retains Intertem access. - Knowledge base judged unclear; risk of repeated errors. - Plan to escalate, clarify procedures, and coach the support team during their weekly L10; Christi to assist starting 2026-09-09. ### Project 2598 – Wayfinder meeting - Meeting scheduled for 2026-09-09; final invoice sent last week (week of 2026-08-31). - Technical completion adjusted from 80% to 50%; missing deliverables needed for phase 2. - Anzor anticipates potential parting ways; Pete aligned but has a conflict with CEO intro meetings. ### Project 2588 – Wayfinder design review - Internal sync held; Charl assigned to present old vs. new proposed design to Anzor. - Charl delayed due to helpdesk coverage; weekend work ticket assigned; Julia to follow up. ### Project 2700 – Loprak workstation refresh - Ongoing; waiting for Stellar and their development team’s access requests to the main server. - Julia drafted an email to Ruben: non-project access requests will be billed under the support agreement; requests often arrive at 4–5 a.m.; Giannis can handle early tasks. ### Project 2729 – Alere - Hudu updated; project can be closed; billing done last week (week of 2026-08-31). ### Project 2745 – Westwood (another effort) - Julia to check with George on percent completion; Brett approved; Juno and George worked last week. - Julia delayed due to emergencies today. ### Project 2752 – Carney Properties / Replaying SSO - On hold because SSO is an additional paid option; “bait and switch” concern raised in discovery. - Emails ongoing among Replaying, Mike, and Jason; Jason may agree to pay; Julia to follow up during the week of 2026-09-08. ### Project 2756 – Delaware external group creation - Progressing well; second cadence call scheduled for 2026-09-08 right after the QOP meeting. ### Project 2760 – Loprak data replacement unit - Unit should have arrived on the afternoon of 2026-09-04; Julia to check with procurement on 2026-09-08. - Gabby to be assigned the ticket to handle. ### Billing and closures summary - Closing Westwood pilot-related work; 100% billed, with additional hours to be billed. - Human Rights firewall replacement to close this week; 100% billed; follow-up email to confirm receipt and support needs to be sent. - Closing Alere Los Alamitos office; 100% billed. - Seg confirmed invoices sent for applicable closures. ### Newmark / CBRE transition concerns (Quad takeover context) - Newmark worried CBRE may remove equipment; advised to initiate contact with CBRE and include the team. - Newmark emailed John Forbes at CBRE to start transition conversations. - No dates provided by CBRE; Pete insists on a signed statement of work and/or payment before further discovery or meetings due to time cost. ## Next Arrangements - [ ] Project 2626 AI training: Pete to remind Carney during the office meeting on 2026-09-10; Christi to send the latest notes by 2026-09-09 or the morning of 2026-09-10. - [ ] Sharp upgrades: assess schedule shift to mid-October and communicate the revised plan. - [ ] DTLA: Julia to check for updates and report status. - [ ] Avalon kickoff: proceed on 2026-09-08; capture outcomes. - [ ] SharePoint migration responsiveness: monitor Monty’s Monday 2026-09-14 meeting; track decisions. - [ ] Westwood Financial: handoff meeting with Brett and Evan on 2026-09-08; confirm closure and CIO-rate billing. - [ ] Maybrick (Project 2679): run vulnerability scan during the week of 2026-09-08; Pete to confirm with Anzor whether to bill the 45%. - [ ] Draft Boxes SharePoint (Project 2712): track completion toward ~75%; prompt the client to finish migrations on the remaining 4 sites. - [ ] Arc LastPass: call the 6 users and send reminder emails to complete setup. - [ ] Foot Hill: meet on 2026-09-09 to set the CA policies go-live; Raza to rebuild DC on 2026-09-10; obtain the inactive user list; handle renewals with Krit. - [ ] Nishida: CC Pete on payment follow-ups; prepare rental-equipment charge notice if unpaid after 30 days; confirm the invoice date. - [ ] Protection: create a new Wi-Fi configuration project; follow up on the unsigned quote; close the replacement project. - [ ] Cotsen UPS: request ETA from the vendor; update the client. - [ ] Quad takeover: plan next steps based on available reports/assessments; schedule a working session. - [ ] Intertem MDM: Julia to send tickets/summary; Christi to start work on 2026-09-09; arrange L10 coaching with clear SOPs; identify correct escalations. - [ ] Wayfinder (Project 2598): conduct the 2026-09-09 meeting; align on potential separation; track the final invoice. - [ ] Wayfinder (Project 2588): Julia to follow up with Charl on design materials and weekend progress. - [ ] Loprak workstation refresh (Project 2700): send billing policy email to Ruben; assign early-hour access handling to Giannis. - [ ] Alere (Project 2729): close the project; confirm billing posted. - [ ] Westwood (Project 2745): Julia to get completion percentage from George; verify with Brett/Juno. - [ ] Carney / Replaying SSO (Project 2752): schedule follow-up; clarify paid SSO; align with Jason’s willingness to pay. - [ ] Delaware external groups (Project 2756): hold the cadence call on 2026-09-08; capture decisions. - [ ] Loprak data unit (Project 2760): check delivery with procurement; assign the ticket to Gabby. - [ ] Human Rights firewall: Gabby to send follow-up by 2026-09-10 confirming receipt and support needs. ## 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. Intertem MDM process is error-prone due to an unclear knowledge base; define an authoritative SOP, owners, and an escalation path, and train the helpdesk in L10 with concrete examples. > 2. Nishida’s unpaid invoices may delay hardware; document the invoice date and implement a 30-day rental-equipment policy notice to encourage payment. > 3. Wayfinder scope and deliverables misalignment (Projects 2598/2588): confirm phase 2 deliverables, decide on continuation or separation, and ensure final invoicing terms are clear. > 4. SharePoint migrations (Draft Boxes and other clients) depend on client-side actions; set deadlines, identify blockers, and establish periodic progress reporting to avoid open-ended delays. > 5. Newmark/CBRE transition lacks a timeline; require a signed discovery SOW and/or initial payment before further work to prevent uncompensated effort.	Sep 8, 2026	Speaker 1 00:01:30 Good morning. Good morning, Speaker 2 00:01:31 Everyone. I'm on the call with Anzor. Speaker 3 00:01:35 I'll be like five more minutes. Tell him we're more important. Speaker 3 00:01:47 I would tell him that. Sek knows. I would actually tell him that, Miguel. Speaker 3 00:02:48 Seg, something has happened to my calendar. What happened? Speaker 1 00:02:58 Look at it. Wait. Oh yes. Wait. Why is. Speaker 3 00:03:09 This calendar so so empty? I I don't know. I actually have time to do stuff this week. I'm gonna fix that. I is the emptiest it's ever been. I. Speaker 4 00:03:28 Swear, even on Wednesday, Thursday, you just have Wednesday. You only have like one sitting, which is the hardest. Oh, this is nice. Speaker 3 00:03:42 All my stuff is today. Any at all? Wow. I can get stuff done. Speaker 4 00:03:50 Yes. I like how color coded your calendar. I need to do that in my calendar as well. Speaker 3 00:04:00 It's uh categories. Oh. So basically, let me show you real quick. Um. So in my oh wait that's Teams in my calendar right here. Looks the same on both. But in Outlook you can go up to come on. I know my my battery's not dead yet on my mouse. Just got stuck for a moment. Okay, so in here in your in your Outlook. Speaker 3 00:04:39 You can go to categories right here where it says categorize, and then I put in a bunch of categories. I'm going to click on all categories. I put a bunch of them in. So any like cannot schedule over or remove client training, like all my different stuff is in here. And then I I can assign categories to both tickets, I mean emails and calendar entries, and I color code it. Speaker 4 00:05:09 Is it automated in on you know assigning the categories in your calendars or do you do it manually? Change it manually. Both. Both. Okay. Oh, can you show me one day how you automated? Speaker 3 00:05:26 Yeah, I actually was gonna show you guys the other day, but we got like our our meeting ran over the other day. So, um. I do it in Power Automate. Okay. And so in Power Automate, um, my flows. Technically, I do it in in AAD, but I'm going to say Power Automate. Um, and then uh, email client category, uh, is one of them, and anything that comes in that's like a ticket or a meeting. Speaker 3 00:06:05 That is within a certain like domain name, it automatically categorizes it that way. And then meeting transcripts, it's update event categories right here. I have it automated there. And then so what it'll do, so go in here, and there's a condition. So if in the condition, hi Pete. We're waiting on Julia, and so I'm showing them something quick. Seg asked me how to do something in Power Automate. So when an when an event is added or updated or deleted, it looks in the body, and if it contains a view service record, it categorizes it as a ticket. Oh yeah, and you can set those up however you want to, but it will categorize that event, which will change the colors. So. Speaker 4 00:07:07 Where did you put the domain? I mean, the domain that will be, Speaker 3 00:07:11 You know, on this. I deleted it the other day because I'm just going to recreate it, an easier way. So once I get it recreated, I'll show you. I deleted it on Friday actually, so I'm going to recreate it this week on the domain names. Okay. Yeah, but it's basically that same spreadsheet as the two guys. So. Speaker 5 00:07:37 Sorry, I have another call that kept going. Speaker 3 00:07:39 So. It's okay. Julia is stuck with Anzor for a moment. Speaker 4 00:07:43 Okay. So, what are you waiting for. Speaker 6 00:07:47 Welcome back, Seg. Speaker 1 00:07:52 I know. Speaker 4 00:07:54 So. I did. I enjoyed cleaning and decluttering. Speaker 3 00:07:58 I'm good. It's a nice feeling, isn't it? It is. Speaker 3 00:08:08 We just did that when Dom moved out. Yes. Yeah. We didn't do much this weekend because it rained everywhere. Speaker 4 00:08:16 Is it is it raining in. Speaker 3 00:08:20 LA right now? Uh, it was yesterday and Sunday. Uh, today the sky is clear and visibility is amazing because it rained. Speaker 4 00:08:30 And the good thing is, during my birthday, it didn't rain at all. During my birthday, but the other days after that, it's raining. So yeah, I I did a lot during my birthday. I'm so happy. Thank you, Speaker 3 00:08:50 Julia is here. Julia, did you tell him what I said to tell him? Speaker 2 00:08:55 Yes, I did. Speaker 3 00:08:56 He laughed at you, Speaker 2 00:08:56 Didn't he? He ignored me. He he he didn't even respond to this. Okay, I need to know about Wayfinder and that. Um, I am not ready. My, just I thought I was hoping you guys start without me. Speaker 4 00:09:22 Oh, do they want me to share my screen? Can you please? Speaker 3 00:09:28 Yeah. And you're the most important. Speaker 2 00:09:30 Oh, like literally, nine nine twenty - six. I was like. I'm in the middle of something. He's like, no, Speaker 4 00:09:36 I need to know. Okay, do we want to lead the meeting, Julia, or what? Please. Okay. Morning, everybody. Welcome to week 37 of our QOP meeting. So let um wait. Ollie's still not here. So let's move on to um Christi's project, starting with project. Two six two six. Call me for their AI training. Speaker 3 00:10:08 So we got moved. It's still on September 23rd. So they have not moved it since we we moved it to September 23rd. Speaker 4 00:10:17 Righty, and then are they going. Speaker 5 00:10:22 To schedule it? Yes, Speaker 3 00:10:25 Do we know? It's on my calendar. Jason sent it to me. It's on my calendar, but that doesn't mean they're not going to move it yet again. Speaker 5 00:10:34 So I'm. Let me see. I'm pretty sure. Speaker 3 00:10:37 We we can build 100%. I have a meeting. Speaker 5 00:10:44 I have a meeting with Carney in the office on Thursday. Is he going to bring it up? Speaker 3 00:10:51 No, but will you bring it up and remind him? Speaker 5 00:10:54 I will. I just just make sure you tell me what I need to remind him about right before Thursday. Okay. Give me, give me the latest, like you know, Wednesday night or Thursday morning. Flying in Thursday morning, and I'll be in the office. And our meeting is Thursday afternoon. Speaker 3 00:11:13 Okay, perfect. Sharp computer upgrades right now they're going as planned. However, he's running a little bit behind because we've had some other issues come up, ADT installations and things like that that needed to be pushed in front of it. So we may need to move that slightly to mid October. Also, cost shift through us a curve ball a couple weeks ago, and so we're still coming out from underneath that curve ball. Next, DTLA. DTLA is on Julia. Sorry, Julia. Speaker 1 00:12:01 You're unmuted. Really, you're unmuted. I. Speaker 2 00:12:15 Have not received any updates from him. I'll check again. Should have asked him now. Speaker 3 00:12:21 Avalon is scheduled for this afternoon for the kickoff. And we're finally going to get started with that one. Barker is that one's on hold. Hold. Yep. Speaker 2 00:12:40 And then still no response from. So I have I have a question. Yes. I feel like because Monti told me they were attempting to do it themselves, like move the stop stuff in SharePoint. So maybe that's why they're not responding to us because they're like. Attempting to do these projects themselves, could be who has who has the knowledge of these people. Speaker 3 00:13:06 Monty has that knowledge. Speaker 2 00:13:10 Yeah, they're not responding to her either. Okay. I told her, hey, can you call him? So I have to chill this follow up with her to see if she successfully reached somebody because she was saying that nobody's responding to her calls either. Speaker 3 00:13:27 I know she has a meeting with them next Monday. Because I'm always BCC or CCed on that meeting just in case she can't attend, so I know it's on my calendar. Speaker 4 00:13:36 Next is two seven four six. This this is for Clapage for the cloud team setup. Speaker 3 00:13:50 So she has attended the public trainings with us and has asked for information that. You know, I've explained. Hey, you know, we're going to be sending out this information, but she's not really interested in doing a one-on-one training. We did do a partial one, so we're waiting to do the training once she is done with her evaluation for the month. There is some APIs that she's requested that I've been digging into to see if we can do. However, they're they're very low. Speaker 3 00:14:24 Applications that are not used very often. So we're I'm trying to work with the vendors to see is there any APIs that we can do and how do we do that and get their documentation so we can set up real quick. Westwood Financial is completely closed. I have right. I have done the mailbox integration. I have done the move Evans project from base 44 into. Their Microsoft tenancy. I have done their pilot deployment, all of that. So I do have a meeting with Brett and Evan today, so that I can do all the handoffs. But after that, we can close that ticket out, and I know we've built them 100% on. Speaker 2 00:15:07 It. Can I ask a question? I think last time you told me that it's additional hours to be built, so I just want to make sure that we approve them. Speaker 3 00:15:17 I'm gonna. I've got to talk with that with Brett today. So, all right. And heads up, we are going to be billing it at the CIO rate. Yeah, we're not we're not billing it at an engineer rate. So Pete can, we can get some a little bit more money out of them for that. Speaker 1 00:15:42 One. Speaker 3 00:15:46 Okay. Music to my ears. Music to my ears. Speaker 3 00:15:51 That's what he gets for pushing me too hard on it. Speaker 4 00:15:54 All right, thank you, Christi. Let's move on to my projects, starting with two six seven nine. This for Maybrick for their security assessment. So for this project, we're forty five percent completed. We'll be scheduling another vulnerabilities scan for them this week, and still waiting for the remaining credentials from us. Do you want to build 45% already, to Maverick? Speaker 5 00:16:26 We're 45%. What have we built so far, sir? Speaker 4 00:16:32 None, because yeah. Speaker 5 00:16:36 What was the total on this? Thirty thousand. Speaker 4 00:16:40 Thirty - two thousand five hundred. Two thousand. So that's like. Speaker 5 00:16:46 Um. Just. Speaker 4 00:16:52 Seventeen TV. Speaker 5 00:16:57 Yep. Let's wait. Let's wait another week or so. God. Anzor was. I forwarded Anzor a concerned email about access and stuff like that. Let me touch base with Anzor, and I'll let you know in the next couple days. Okay. I want to know if he forwarded that email to Jeff, or if we got a response. Once I find that out. I'll let you know if we want to bill them yet on this because we're also following up to see if There's, Any movement on getting the managed security with them. Also, so we'll see what comes out of that. Thank you. Next. Speaker 4 00:17:35 Is Project Two Seven One Two Days for, The draft boxes SharePoint migration. So this is still ongoing. Arc has been adding some of their documents to their SharePoint sites, but six out of ten SharePoint sites have documents already. The others doesn't, still doesn't have one. So we're constantly communicating with Main on this one, and then Avalon for their. Speaker 5 00:18:06 Translation. So so how so how far along are we then? Are we 75% complete. Speaker 4 00:18:11 Yes, pretty soon. We're just waiting for them to finish the migration part. So I was checking, and it's actually it took them two or three weeks to move some of the documents. Just just some of the documents, yeah. Okay. And next is Avalon. This is still on hold. And then next is for Arc for their LastPass business. So with the same updates as last week, six users still haven't configured their LastPass because they were weren't they were out of office last week. So I'll be calling them to say, and then we'll send an email reminder. Then next is Project Two Seven for today's for Foot Hill for their onboarding. So. Speaker 4 00:19:05 I reminded Frankie and Andres regarding the tasks that were assigned to them. We're still waiting for the in active user list from them, and then Matian Raza will be working on rebuilding the DC this Thursday, September 10. And then we didn't receive any disruption for the CA policies test group one and two. So after we have a meeting with Raza, Andres, and Frankie tomorrow. We'll be checking when should we when's the go live date for the CA policies for all the users and also I'm still working with Krit on their renewals. They have like less than ten renewals coming up this September and October. So and okay, let's move on to. Speaker 4 00:20:00 Miguel's project, starting with Nishida for the server refresh. Speaker 8 00:20:04 Morning everyone, good morning. For this one, this one is still being computed by the team. The data appliance is on September 9. Computing also appliance by next week. Speaker 6 00:20:21 Five one. Speaker 8 00:20:25 This room. As for this one, the rally bar. Speaker 8 00:21:01 With Wool for twenty, and the eighties don't have updating updated shipping dates. Yes. Then everything. Speaker 5 00:21:10 Sorry. The date you're talking about the ship dates for the firewire switches. Did they pay? They haven't paid yet for this one. I wouldn't even worry. I wouldn't even worry about the show that takes them to the. Speaker 8 00:21:32 Last time we followed up Thursday regarding this one, and then as for checking with Mahar car this morning, they haven't paid anything yet. Speaker 5 00:21:39 So okay, we sent them. The question is the one that going. Speaker 8 00:21:50 So I'm gonna try and check with. Speaker 5 00:21:52 CC me. CC me the next time you ask them when we can expect him. When did we send them the invoice? Um, I think that was. It's okay. Don't don't now. Let let me know after this. When we invoiced them, and they're just gonna say we're a big company. We pay ninety five or some bullshit like that. Sorry, some BS like that, and. I'm gonna come back and say, if if we don't get paid within 30 days, we're gonna start billing you for the rental equip for the loaner equipment. Speaker 8 00:22:27 Got it. All right, Keith. Then next, I have protection for the equipment, for the equipment replacement. I think we can close this one. For the Wi - Fi configuration, we can. Maybe create a new project instead, so that we can close this one. So, and I think they haven't signed that code yet, so we'll follow up on that one as well. And project 2761. This is for Cotsen for their placement UPS. So for this one, the hardware invoice has been paid last week. We already processed the order, however, ETA has been provided for this one yet. Speaker 8 00:23:16 Okay, and I think that's it. Thank you, Speaker 4 00:23:18 Sir. All right, thanks, Miguel. So next is Gabby. Do we have any updates on the quad takeover or? Speaker 7 00:23:31 Ah, you're on mute. Um, sorry about that. Um, no, there isn't. Um, we might have to revisit this and just plan now that we have the reports. And don't the assessments so. Thank you, Speaker 4 00:23:48 Gabi. Let's move on to two yes projects, starting with Intertem. Other device management, Speaker 2 00:23:55 MDM. Thank you, Sarah. Thank you. Actually, Intertem and Lopak were two projects that just threw me off. Starting, I didn't really understand. So, Intertem, my concern is. Issues that keep popping up because users losing access. Last Friday it was actually our error. We moved one user to the wrong compliance group. So today we had another guy that said that he lost access to Google email. So I'm gonna I'm planning to reach out to help desk supervisor today to see what. Speaker 2 00:24:44 Are we doing wrong? Speaker 5 00:24:46 If we find out who did the first one, Julia. First one. Last Friday. Somebody, somebody moved somebody to the wrong. Who did it and how did they do it? Who? Murray. Murray. We find out why and how he did that. Speaker 2 00:25:05 Yes. We had a meeting with Sean on Friday, and Sean showed him what he did wrong and. Speaker 2 00:25:14 Was all sorted eventually, but the user was without access for long time. Speaker 5 00:25:23 Yeah, I get that. So are we saying now that somebody else has the same issue. Speaker 2 00:25:27 I don't know if today's the same issue. Probably not, because user has access to Intertem. He just doesn't have access to Google account. Speaker 2 00:25:42 I just need I need somebody in helpdesk to above the Shawn and above the Moritz. So I need somebody. Need to talk to somebody who can tell me who. Speaker 5 00:25:51 Who do you who's going to be above Shawn? Shawn is like the top of the security team, and Moritz is pretty high up in helpdesk. I'm not sure who you're looking for above that. Do you want me? Speaker 3 00:26:06 Do you want me? Speaker 2 00:26:11 Of course, but it it's just it's this this project will never be closed if we keep doing the same mistake. We work on the same people all the time, so I don't know. If you, I can give you a short summary. Maybe look because it it kind of felt on Friday. It felt in meeting with Sean and Moritz. I know Moritz was. Kind of down a little bit because he felt that he did something that he was not supposed to do, and he thought it was done this way. And and then I'm looking at the kudo and kudo knowledge base is not. If I would be a technician, I would not understand from six documents we have what to do. And I think that's the main reason why Moritz is getting confused. Speaker 2 00:27:09 Right. So I'm just concerned. I'm concerned that we don't have a good knowledge base. And I tell Moritz, my go - to person, and he's going to be helping us finish this. But on Friday, I was like, Oh my gosh, Moritz doesn't know what he's doing. Who knows. Speaker 3 00:27:29 Do why don't you? Why don't you send me the tickets and information? I can't work on it today because I got a couple of things in that's due today that needs to be done. But I can start working on it tomorrow. Speaker 5 00:27:46 We need to get the right. We need to get the right people together and clarify what needs to be clarified, and then talk to the support team on the on their L10 and tell them how to support this team. This isn't rocket science, folks. Yeah. Like I mean, it's it's a kludge because. Everybody's got their hands in it, but just just simplify it and just and then tell everybody how to how to do it. I mean, they have an L10 every week. Get the right person on that L10. Tell them what they did wrong the first time, and use an example and say this what you have to do and this what not to do. It's the same thing that we did, previously. Speaker 5 00:28:34 When the Iron Gate screwup happened a couple of times, right? And we've had to tell people this not what you do. Yes. To to you know, we have we had it happen two different times for Iron Gate. That's a disaster, right? But we have to sometimes coach people on the support team and say this how you do it, and this not how you do it. If you do it wrong, it's a really big issue. So we just need to need to send somebody into their homes and and do like a session for the for their home testing. But we need to know how to do we need to know how to do it right. And then we need but we need the right experts to to do that. I don't know if that's Sean. I don't know if that's somebody else. But part of it might have been their brothers too. That's what I was. Speaker 5 00:29:26 If Sean was trying to tell Anzor how to do something, he must he might have just felt bad about hearing it from his brother. I don't know, Speaker 2 00:29:34 But yeah, that's what that's what was my thinking. Yeah. Okay. All right. So, Project Two Five Nine Eight Wayfinder meeting with Wayfinders scheduled for tomorrow. Um. Final invoice I sent last week. Technical completion is actually not 80 percent, but 50 percent. I just talked to Anzor about it because he said yes, 80 percent if they have deliverables that we need for the phase two, but they don't. They still don't have that deliverables. Speaker 5 00:30:15 You need me because I've got two contracts. Yes, I can't. Speaker 2 00:30:20 Yes, it's fine. I think we're going to be fine. But Anzor accepting, he said today he's accepting phone call, probably, and he's thinking that we're probably going to part ways. Part ways with this matter. So I don't, I already scheduled the meeting and see if all accepted. I send Anzor actually just note right now that hey, meeting tomorrow is scheduled and see if all accepted. So, so I don't know, people. I don't know. I think we'll be fine with you, but I would, I would prefer you there just because he's what. Speaker 5 00:31:01 Yeah, the problem is that the two meetings I've got are the um. Speaker 2 00:31:06 Not movable. Speaker 5 00:31:07 Are well, no, they're not movable because they're they're the intro to the new CEO meetings with two of our clients in a row that were hard to schedule. So it's like, I can't move those. Unfortunately, but yeah, Anzor and I had a had a a pretty in depth conversation about Wayfinder last week, and we're both on the same page with with we where we sit with that. So we'll see how it goes. Speaker 2 00:31:32 Project two five eight eight for Wayfinder. We had internal sync up with Anzor last week, and Charl has been assigned a ticket to work on presenting. Old design and new proposed design to Anzor. He is a little bit behind because he's sitting at his help desk while Olivia is out. So he asked me to assign him a ticket for the to work on weekends. I haven't seen his notes yet. I don't think he worked on it yet. I'll follow up with him. Project two seven zero zero for Loprac. Speaker 2 00:32:15 Workstation refresh still ongoing. Still waiting for Stellar, and now we're waiting for their development team to request access to the main server. I drafted email to Ruben to tell him that anytime we we receive requests from staff for their non-project related access to the server. It's gonna be built as a as a support agreement because Stellar team is working on EST hours and they request access like 4 a.m. 5 a.m. time and because the request comes in nobody responds and it basically sits there so I I just kind of wanted to now I have Giannis who starts early. Speaker 2 00:33:15 And it literally takes I don't know five seven minutes to do that, but somebody needs to take care of it. Um, that's it. But Stellar takes a very long time to do anything on their part, so it's just very frustrating. Project two seven two nine for a Alere Hudo has been updated. We can close the project, and we already build it. Last week, project 2745 for Westwood. I will check with George today to see what's the percentage completion. Brett, give him green light. And I saw Juno and George working on it last week. I just need to know the percentage completion. This today just threw me off with all the emergency things that I had to attend to. Speaker 2 00:34:12 Project 2752 Carney Properties is on hold, so Replaying is. According to Mike, their discovery meeting was basically bait and switch. They didn't tell that SSO connection is needs to be paid, so they they need to basically pay additionally if they want to use Replaying. And if they want to use single sign up, so I saw emails between Replaying and Mike and Jason of Carney scheduling the next meeting to discuss because Jason said that he doesn't have issues to pay for it. I'll follow up this week. Project two seven five six for Delaware External. Speaker 2 00:35:11 Group creation, progressing good. Thank you, Gabby, for update. We have a second cadence call scheduled for today, right after meeting. Actually, project to seven six zero for Loprac for data replacement union. Unit it was should have been around on Friday in the PM. I will check with procurement today and. I'll sign you ticket, Gabby. Thank you so much for attending to it. Um, that's about it for me. Speaker 4 00:35:51 Thank you, Julia. So let me just summarize for billing. So um, we're closing the following projects. We so Westwood that is further clocked in pilot that's already 100% filled, but additional hours to be filled. And then human rights firewall replacement. That um, this will be closed this week already, and it's already 100% filled as well. Speaker 5 00:36:19 Have you have you heard anything back from them since. Speaker 7 00:36:25 You sent that other pull it over? From I'm sorry, Speaker 5 00:36:28 From who? Speaker 7 00:36:30 Human rights. Oh no, we haven't heard back. Speaker 5 00:36:34 Can you send a follow up and just say just confirming you received this, or do you still want do you still need some support? Maybe Wednesday. I don't want to get it out at the same time. That's been three or four days. Make sure. I'll follow up. I guess it's only really been. Business day, so maybe put a couple days. Maybe put a reminder for like tomorrow or Thursday. Speaker 4 00:37:10 Alright, sounds good. And then we'll also be closing Alere for their Los Alamitos office. This has been 100% filled already. So I think that's it. Any other items that we need to discuss, Julia? You have some notes here. Speaker 5 00:37:35 Instead, when you say it's in good, you you actually confirmed that the bill was sent to, right? Speaker 4 00:37:42 Invoice has been sent. Yep. Speaker 5 00:37:44 Invoice has actually been been sent to them. Speaker 4 00:37:46 Okay. So anything else, guys? Thanks, everybody. So um, just in case you still have projects that can be closed or um progress bill this week, um, let me know. Speaker 5 00:38:05 I guess the one the one follow up. Kevin's not on. Thank you. Going back when when is the follow up with them? Did that already happen last week or is that this week? Speaker 7 00:38:20 So Friday we had the call with Newmark, with the people of Newmark. Basically again, it was more of discussing the same. They have concerns about. CBRE taking away their equipment at some point, but we kind of convinced them that most likely that's not going to be the case. And basically, we advised them to, you know, if you can initiate contacting with CBRE and you know include us in the conversation, and we can go from there. So apparently, they just emailed a John Forbes from CBRE, somebody from Newmark, to initiate. Speaker 7 00:39:04 The you know hopefully you know the transition because they're basically since basically yeah they have concerns about their current infrastructure and they want to take over basically again that's all going to depend on CBRE's part because I don't know their contractor and such so hopefully we can get the ball moving with that. Speaker 5 00:39:33 Did they give a date like when they're expecting to have all that stuff go away or move out? Speaker 7 00:39:41 Nothing. Like Seabury hasn't mentioned anything. So, I mean, and we we we explained them. You know, we had experiences like this before. So usually they don't take everything. Speaker 5 00:39:53 Like when Calires took over from them, there were deadlines. Like it was like, okay, as of this date, it's going away. Like we have to be done. They're out and we're in as. Right, right. I know the date moved a couple times. Then when it was a hard date, it was done. Like they were out and they were in. Right. It's kind of weird that there's just this sort of like hurry, Speaker 7 00:40:14 But yeah. And according to Newmark, like Seabury hasn't really communicated with them or anything. They just. Speaker 5 00:40:22 So at some point Miguel, if if they keep just. Dawdling around this, I'm going to probably tell David at some point we're not going to do anything more until you either sign the paper or send us a payment or both, because he keeps wanting us to do everything without actually signing to have us do research or actually sending us a payment. So, I mean, hopefully we'll get get it. I have a, I'm confident that they're going to pay. Speaker 5 00:41:02 But I'm just getting annoyed by the whole thing, so we'll see. We'll see what happens with it all. Speaker 7 00:41:06 Yeah, and yeah, and then we did explain David about the reason for the quote, like because we don't know anything about the infrastructure. We need to do an right. We have to do it. Speaker 5 00:41:14 We have to do discovery, but we're not doing it for free when it's going to take us like six to ten hours to do it. So like, you know, sign the sign the discovery statement of work and let us go do the discovery if you want it. Otherwise, we're not going to do it. So. And even these meetings are taking you know half hour hour here and there. It's stupid. We're spending up money and time. So you know at this point, let just don't waste any more time until they sign the agreement and say that they're going to pay for us to do more discovery. I don't want to waste any more time at this point. So okay, Speaker 4 00:41:49 Okay, all right, all right. Thanks everyone. Speaker 5 00:41:53 Thanks everybody. Speaker 1 00:41:55 Bye. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=49d67c1f-be2f-47aa-9f12-a19dafa6a58e&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODg5MTMwNSJ9.CgoKBHNuaWQSAjY0EgsIrK_4pNj1xj8QBRoNMzUuMTY4LjU5LjExMyosSEt1ZjV5eWNrR29jUjdzd1FZWjQ4d1IzKzdDRCtpdVh1NVplVVhkUS9zRT0wmgE4AUIQojlDD93AAAAgBa43kVdDxEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.fKhvXLcsqDJoM7xzPaKbLofFREWNJ1TGswDcd7ERBY4&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	Crimson IT	covered by 907021 - verified 2026-09-09 EOD transcript sweep	Crimson Weekly QOP meeting week 37, 9/8 09:30-10:12 (entry 907021).	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\2 - Internal Operations\Meeting Recordings & Transcripts\Crimson\Meeting Transcript - 09-08 Weekly Meeting QOP Week 37 Project Updates and Technical Issues.txt	—	✓
09-07 Lecture: Child Development for Teen Parents – Newborn Assessment & Infant Care	> Date Time: 2026-09-07 06:52:32 > Location: [Insert Location] > Instructor: [Insert Name] ## Summary The lecture provides a comprehensive overview of child development with a focus on supporting teen parents. It emphasizes why understanding infant development is vital for setting realistic expectations, fostering secure attachment, ensuring safety, and enhancing both the teen parent's and infant's well-being. The session outlines developmental periods from prenatal through adolescence, details newborn assessments and common neonatal conditions, and describes typical newborn characteristics, reflexes, sleep patterns, and sensory capacities. It underscores the importance of adult support for teen parents, intentional responses to trauma triggers, and early education—ideally before birth—to prepare teens for interpreting infant cues and meeting developmental needs. This summary is prepared on 2026-09-07. ## Knowledge Points ### 1. Importance of Child Development Education for Teen Parents - Realistic Expectations and Parenting Capacity - Child development knowledge offers a baseline to evaluate a teen parent’s realistic expectations for their infant and themselves, including attachment behaviors with the infant and the supporting adult. - It helps assess parenting capacity while prioritizing the safety and well-being of both the teen and the infant, guiding realistic goals aligned with developmental milestones. - Modeling, Discussion, and Goal Setting - Practitioners can model interactions and engage in discussions to help teen parents understand what they can reasonably do at their age without compromising their own developmental milestones. - Education supports teens in identifying safety risks, recognizing milestones, and building assessment skills to continue investing in their child’s well-being. - Building Bonds and Communication with the Infant - Guidance on how to talk and play with the baby, tailored to the baby’s developmental stage, strengthens parent–infant bonding. - Teens learn to distinguish types of infant cries—knowing what, when, and why a baby cries—to better meet needs; ideally, this learning occurs before birth for preparedness. - Trauma, Cycles of Abuse/Neglect, and Intentional Response - Education can help heal past traumas, breaking cycles of abuse or neglect from the teen’s own childhood, fostering positive reflection. - Triggers may arise; these are viewed as opportunities for growth and understanding, with an emphasis on being intentional in professional responses to such triggers. - Teen Brain Development and Decision-Making Support - Teens are still undergoing brain development and may struggle with major stressors and decision-making; their developmental needs should be identified and supported. - Engaging teens in child development training enhances parenting skills and contributes to brain growth and overall capacity to manage parenting challenges. - Role of Adult Support - Teens perform better when adults assist in raising the child; the training is framed as essential for becoming informed about development of both the infant and the teen parent. ### 2. Developmental Periods and Domains - Periods of Development - Prenatal Development: From conception to birth; transformation from one cell to trillions, development of body systems, influenced by numerous factors. - Infancy and Toddlerhood (first two years): Dramatic growth; transition from helplessness to toddling, talking, and meeting some self-help needs. - Early Childhood (preschool years): Expansion into the larger world, making more friends, refinement in various skills; world extends beyond family. - Middle Childhood (school age years): Development often framed through school experiences—sports, academics, performance, and related activities. - Adolescence: Marked by puberty onset and adulthood as an endpoint, with variable ages; significant events during this period can have lifelong impact. ### 3. Newborn Health Assessment and Screening - Apgar Scoring - Assesses heart rate, respiration, muscle tone, reflex response, and color; each scored 0–2 (2 best, 0 worst). - Conducted twice: immediately after birth and shortly after when blood circulation stabilizes. - Scores: Under 5 indicates concern; under 3 is critical and necessitates resuscitation. - Neonatal Behavioral Assessment Scale (NBAS) - Developed by T. Berry Brazelton; not routinely used but applied when risk factors are present or Apgar scores are low to further investigate functioning. - Newborn Screening Procedures - Heel-stick blood testing: In California, screens for 80 genetic and congenital disorders; valuable despite being distressing for parents to witness. - Hearing screening and heart problem screening are conducted in-hospital to detect early issues. ### 4. Neonatal Conditions and Birth Outcomes - Oxygen and Timing-Related Risks - Anoxia: Lack of oxygen to the brain, commonly due to cord issues before the newborn can independently breathe; can cause significant complications. - Low Birth Weight and Preterm Birth - Low Birth Weight: Under 5 pounds 8 ounces. - Preterm: Born before 37 weeks (full term is 40 weeks); examples include twins born at 32 weeks with differing Apgar scores and respiratory support needs. - Small-for-Date: Weight less than 90% of babies at the same gestational age; example of a neonate under 3 pounds with better Apgar scores despite size. - Postmature Birth and Stillbirth - Postmature: Born after 42 weeks. - Stillborn: Fetal death in the womb after approximately 20–24 weeks, beyond potential external viability. ### 5. Typical Characteristics of Full-Term Newborns - Size, Proportions, and Neurodevelopment - Average Weight and Length: Approximately 7.5 pounds and 20 inches; head is about 25% of body length. - Neurons: All brain cells present at birth, with many neural connections still to be formed. - Physical Features at Birth - Head shape often misshapen (cone-shaped or bruised) after vaginal delivery due to molding through the birth canal; head is moldable and normalizes over time. - Lanugo: Downy body hair visible on shoulders and other areas. - Vernix: Waxy white coating on the skin. - Enlarged genitals and possible breast swelling due to in-utero hormones. - Umbilical cord management occurs immediately postpartum. - Realistic vs. Idealized Newborn Appearance - Contrast between idealized newborn photography and typical immediate post-birth appearance; time and positioning can lead to more traditionally “adorable” images. ### 6. Newborn Sleep, Reflexes, and Sensory Capacities - Sleep Patterns - Newborns sleep about 16.5 hours out of 24, with frequent wakings typically every 2–3 hours rather than one continuous segment. - Reflexes - Feeding-related reflexes: Sucking and rooting facilitate breastfeeding and bottle-feeding. - Protective reflexes: Breathing and blinking. - Other reflexes: Grasping and stepping; further detail provided in studies of infancy and toddler physical development. - Sensory Development - Vision: Poor at birth due to minimal in-womb light exposure; visual acuity and best focal distances develop postnatally. - Hearing: Keen; newborns recognize music and rhythms heard in the womb and their mother’s voice from prenatal exposure. - Touch, Temperature, Pain: Sensitivity is present; relevant to procedures like circumcision. - Taste: Innate preferences with observable facial expressions; preference for sweet flavors, aligning with the sweetness of breast milk. - Intermodal Perception - Newborns integrate multiple senses to perceive the world rather than relying on a single modality; referenced in “The Nine Months That Made Me” video resource. ## Questions - [Insert Question/Confusion] ## Assignments - [ ] 1. Develop and review a pre-birth educational plan for teen parents covering infant cues (types of cries), safety risks, and basic milestones. - [ ] 2. Conduct an assessment of the teen parent’s developmental needs and decision-making supports; set realistic parenting goals aligned with both teen and infant development. - [ ] 3. Create a bonding activities checklist tailored to the infant’s developmental stage (talking, playing, soothing techniques). - [ ] 4. Prepare guidance for intentional responses to trauma triggers in teen parents, including referral pathways and reflection exercises. - [ ] 5. Compile a resource sheet explaining newborn assessments (Apgar, NBAS), hospital screenings (heel-stick, hearing, heart), and typical newborn characteristics for teen parents. - [ ] 6. Outline a support plan involving adult assistance for teen parents during the first months postpartum, with specific roles and schedules.	Sep 7, 2026	Speaker 1 00:00:00 This subject is important in the whole family-rated training, but child development is important because it provides a baseline to evaluate a teen parent's realistic expectations, attachment behaviors with their infant child, and with you, and parenting capacity while ensuring the safety and well-being of both the teens and the infant. So, it allows. For you to model and to have discussions with the teen parent to set realistic goals, to help them understand, you know, when a teen parent can actually what is it that they can actually do at their age, without missing out on their developmental milestones at the same time. It also supports to educate. Speaker 1 00:00:53 Parent, teen, parents about safety risks and identifying developmental milestones and assessment skills to be able to become and continue to invest in their child's well-being. So it shows if a teen parent can keep a baby safe from harm, as you. Accompany them in raising and partnering with them in raising their their infant child. It also builds good bonds as it guides the teen on how to talk and play with their baby, considering the baby's developmental stage. And it also heals past traumas. It helps break old cycles of abuse or neglect from the teen's own childhood. It helps them process some things that. Speaker 1 00:01:48 Can have them reflect in positive ways, but in other situations, it could cause triggers within them that provides for the opportunity to process and better understand that history and to heal from it. So, it's important to engage in a child development education training with the teen parent, as it not only helps improve their parenting skills. But it also helps the teens' brain growth. Remember, teens are still growing, and in their minds, are there's still some development that is needed, and they will struggle with big stressors or decision-making situations. That you need to also point out their developmental needs and help them assess where they're at to identify where they can grow as a parent. Speaker 1 00:02:47 It a we can also see that the baby's needs will be met. The teen needs to learn what a when a baby cries, why they cry, how to distinguish between the types of cries that children use to communicate with. So it's important for them to become aware of the details before. Ideally, it would before they actually give birth, so that they can be better prepared. Speaker 1 00:03:18 So as it's no secret that teens do better when adults help them raise the child. That's why this topic is so important, and this training is required so that you can engage in becoming more informed about child development, not only for the infant but for the teen parent as well. So let's get started. Speaker 2 00:03:41 In order to make development a little easier to study. We divide it into different periods, as well as domains. But let's talk about the periods here. So the first period is prenatal development, and that is between conception and birth. And this is when the human goes from being one cell to trillions of cells, and all of the body systems develop, and many things can influence that development. Then the next two years are infancy and toddlerhood. Speaker 2 00:04:17 Again, dramatic growth and change. The child is born completely helpless, and by the time the that this time period is done, they are toddling and talking and able to meet some of their health self-help needs. Then we move into early childhood, also known as the preschool years, and this is where the child starts to get into the larger world, makes more friends. Their kind of world expands beyond the family, and a lot of things become more refined. Then we move into middle childhood or the school age years, and often what we talk about during these years is connected to their school experience. So things like sports and school, at their academic performance and those types of things. And then we finish up by looking at adolescence, where you know that's kind of. Speaker 2 00:05:16 Marked at the beginning by puberty and kind of marked at the end by adulthood, although those ages kind of vary, so it was hard to pick specific times. But some really important things happen during these years that can have a lifelong impact on children. Speaker 2 00:05:47 Talk about the newborn. So when the newborn is born, when the baby is born, um, the medical professionals assess their health. So one of the things they do is to take their Apgar, and that looks at several different things to come up with a score, um, out of ten, um, that kind of determines how well the baby's doing. So they look at heart rate, respiration, muscle tone, reflex response, and color. Each of those is given a score of zero to two, two being the best, zero being the worst, and they do that twice to kind of check the baby right after birth, and then after a little bit, when the blood has had a chance to circulate, anything under five is cause for concern, and anything under three is kind of critical, needs to be resuscitated. Speaker 2 00:06:43 They also use the neonatal behavioral assessment scale by T. Berry Brazelton. This isn't something that's routinely used, but if there's risk factors or maybe the Apgar scores are low, that they can use that to follow up to determine, you know, what might be going on. They also do heel-stick blood testing, and in California, that now tests for 80 different genetic and congenital disorders. So it's. Pretty valuable, even though I think it's traumatic for mother to watch that happen. And they also screen for hearing problems as well as heart problems while the baby's in the hospital. So there are some problems that can happen for newborns. So let's look at those. So the first is anoxia, and that would be lack of oxygen to the brain. And so this could come from lots of different things, but commonly it would be an issue with the cord. So before the baby's out and can breathe with their lungs. Speaker 2 00:07:38 If that cord is compressed, which is how the baby's getting oxygen through mom, it can cause some issues. Babies that are born under five pounds eight ounces are considered low birth weight, and then babies that are born before thirty-seven weeks. So full-term pregnancies forty weeks. So if they're born three weeks or more early, they are considered preterm. Both of those babies on the right hand side are preterm. They happen to be my twins. And my son is on CPAP in that top picture to help him breathe. So his Apgar scores were two and three, so he needed a lot of help when he was born. And they were born at 32 weeks. And then on the bottom is my daughter, and she was definitely small-for-date. So small-for-date is when you weigh less than 90 percent of babies at the same gestational age. And so when she came out, she wasn't even three pounds. So she was itty-bitty, but. Speaker 2 00:08:33 You can see that she's not on any respiratory support. Her Apgar scores were actually eight and nine, so she was doing much better, even though she was itty-bitty. And on the flip side, you can have a baby that's born after 42 weeks, so they're postmature, and then the worst possible outcome would be stillborn, and that is when the baby dies in the womb after that 20 to 24 week period where they would be considered potentially viable on the outside of the womb. Speaker 2 00:09:03 So what happens with full-term newborns? Because these things don't necessarily qualify to preterm infants, or maybe even postmature. So average size is about seven and a half pounds and about 20 inches long. So this little guy is just under average. Their head is about 25% of their body length, and all of their brain cells, their neurons are present, but the connections have yet to be made, or many of the connections have yet to be made. Speaker 2 00:09:32 They tend to have a misshapen head, especially if they were born vaginally, because their head has to squish to get through the vaginal canal. And thankfully, their heads are moldable, and so they may come out with kind of a cone-shaped head or even a bruised head. Babies may have lanugo, which is a downy body hair, and you can see that over here in this image. This is actually two different babies' shoulders. They may also come out with vernix, which is a waxy white substance covering their body. They tend to have enlarged genitals. Maybe even swelling of the breasts due to the hormones in the womb, and then you have to deal with the umbilical cord, which they're actually in the process of cutting here in this picture. So often we see those adorable Anne Geddes type of pictures of newborns, and that's what we get in our head when reality's not quite as adorable. But with time and maybe a little bit of posing, we can get to that adorable feature. Speaker 2 00:10:31 So some other things about newborns to know: they sleep about sixteen and a half out of the twenty-four hour period, but obviously not all in one chunk. So they wake often, typically every two to three hours. They are equipped with reflexes such as a sucking reflex and a rooting reflex, which helps them feed. Reflexes such as breathing and blinking, and then some other ones like grasping and stepping. And you're going to learn more about those when we look at the physical development during infancy and toddlerhood. And as far as their sensory capacities. Because there is very little light in the womb, virtually none, vision doesn't develop very well in the womb. So they come out with really poor vision. But what's really interesting is about where their vision is greatest. But you're going to learn more about that later too. They happen to have very keen hearing, and they can actually recognize music and rhythms that they heard in the womb, and they definitely recognize their mother's voice because they've been listening to it their entire fetal development period. Speaker 2 00:11:30 They're sensitive to touch, temperature, and pain. So there's when you talk about things like circumcision, that comes in that they do actually have those senses. They also have innate taste preferences. So if you put different flavors in newborn babies, they make facial expressions that can kind of show you what they like and what they don't like. And perhaps not surprisingly, they like sweet. And breast milk is actually sweet. And it's also really interesting to know that they perceive the world in an. In an intermodal way, right? So they don't just use one sense; they integrate those senses. And if you watch the nine months that made me, that is something that that video talks about. So that is it for the newborn. You're going to learn a lot more about development in the coming chapters.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=8a2be436-4065-40f8-9ec3-50dbb57c7807&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODc5MzU4NiJ9.CgoKBHNuaWQSAjY0EgsI3pCr1ue8xj8QBRoNNDQuMjAyLjE1My4zNyosSjJWdVNZVXdNWnJJKzdrWDczTXR4WHdlbWlxVURGaERxUjVYN3JtZDBMQT0wmgE4AUIQojjl3r4wAAAtRwnV6p22ikoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.0U8NL8ZrqnpjG9z1JD-7NnB1iVD4BgNVf4-DMkaRCIA&ApiVersion=2.0	Processed▾	—	✓	Foster Care / Kids▾	—	n/a - non-CW type	—	—	—	✓
Review: Month-End Finance and Resource Transition	 The finance team and executive leadership reviewed training progress, month-end reconciliation status, and accounts receivable collections. The meeting focused on preparing for Elisa's upcoming two-month leave by transitioning payroll and transactional month-end tasks to Hubert. Leadership established that accuracy remains the highest priority for all financial closes, allowing for an extended timeline during the transition. ## Personnel Onboarding and Resource Transition - **Elisa's leave schedule**: Elisa is scheduled to be out of the office on leave for two months, starting October 12, 2026, and returning on December 8, 2026. April will add these dates to Pete's calendar. Pete shared his cell phone number in the chat so Elisa and the team can connect with him on WhatsApp for communication during her absence. - **New hire setup**: For the newly hired Eric Lemos, Elisa is waiting to speak with him directly to set up his insurance. - **Hubert's transition and training**: Hubert will support Maricar with transactional month-end close tasks, accounts payable, and payroll during Elisa's absence. Because Hubert has never performed the transactional aspects of the month-end close, the team must train him from the beginning. - **Scheduling transition meetings**: Pete raised concerns that Hubert had not yet been integrated into payroll training. Elisa explained that she sent a Teams chat to Hubert on September 2, 2026, to request his calendar availability, which he read on September 3, 2026, but has not yet answered. Pete advised that Hubert responds much faster to emails than chat. Elisa agreed to resend her request to Hubert via email to schedule a meeting for today, September 3, 2026, or tomorrow, September 4, 2026. Pete emphasized that Hubert requires advanced scheduling on his calendar and should not be given short-notice requests. - **Finance training progress**: Stephanie, Christian, and Maggie have completed three to four training sessions with the finance team, with another session scheduled for today, September 3, 2026. Having recently received QuickBooks access, April will hold a follow-up training session on accounts payable next week, starting September 7, 2026. - **ConnectWise access**: Elisa requested that April be granted access to the accounting and billing board in ConnectWise to provide extra support and visibility during Elisa's leave. Pete confirmed that Charles has the authority to grant this access while Olivia is out. Pete instructed Elisa to email Charles and Olivia, copying Pete, to initiate the request. ## Payroll Process and Task Allocation - **Payroll timeline**: US payroll is due next week, though the team can process it early this week if the batch becomes available. - **Timesheet reviews**: The review of timesheets takes place in ConnectWise. Pete noted that if Hubert takes an active role in timesheet reviews, he will need ConnectWise access. Pete left it to the finance team to decide how much they need Hubert to assist with this step, noting that the priority is to keep Maricar from feeling overwhelmed while Elisa is out. - **Reimbursement auditing**: Maricar runs standard US payroll comfortably, but the employee reimbursement portion is highly time-intensive. To assist her, Elisa assigned Stephanie from the admin team to cross-check reimbursable expenses and verify receipts and attachments. ## Month-End Close and Accrual Procedures - **Reconciliation status**: Maricar is performing bank reconciliations today, September 3, 2026, and will handle deferred revenue next. While almost all credit card transactions are categorized, the main payroll expenses have not yet been recorded. - **Timeline and accuracy expectations**: Pete spoke with Robert and Anzor on September 2, 2026, regarding the October and November closes. They agreed that because Elisa will be away, these closes may take two to three weeks. Pete emphasized to April and Maricar that accuracy is the absolute priority across payroll, AP, and AR. Because Crimson is not a public company, there is no pressure to close within five to ten days, as long as the close is completed before the end of the following month. - **Project-side progress billings**: Standard invoicing is complete, but catch-up invoicing is needed for projects. On September 2, 2026, Elisa and Maggie reviewed projects and requested progress billings from project managers Mark, Miguel, and Vlad. Because Crimson lacks initial client down payments for these projects, standard invoicing cannot be used; instead, progress billings must be drawn from deferred revenue or unearned liabilities to match recognized costs. - **Shelby and Primrose projects**: Progress billings were specifically requested for the Shelby and Primrose projects, as the last progress billing for Primrose was recorded in June 2026. Maggie is responsible for reviewing closed purchase orders to select billable hardware, software, or labor items. This allows Crimson to recognize partial project revenue incrementally on the August profit statement rather than waiting until the end of the projects. - **Accrual and expense recognition**: Project expenses are recorded in real-time as Crimson expenses as soon as they are verified as non-billable. Under the accrual method, revenue and expenses are recognized upon billing prior to collection. For example, on the Tower One B project, Crimson expects to order $80,000 in equipment and receive a vendor invoice. Although it may take 60 days or more to collect from the client, Crimson will book both the outstanding receivable and payable immediately upon billing. ## Accounts Receivable, Collections, and Outstanding Balances - **RealPage portal access**: Maricar resolved a month-and-a-half-long lockout from the RealPage portal. The old portal login was blocked and erased because it used Jane's credentials. After paying a registration fee for a new portal license, Maricar successfully uploaded all pending Marker Management invoices last week and this week, and she will now follow up on collections. - **General collections**: Collections are in good standing, with minimal outstanding balances in the 60-to-90-day range. Maricar will send the AR aging report to Pete. Crimson also received a $45,000 payment from Foothill this week. - **Newmark payment delay**: Newmark has not paid a down payment invoice sent by Maggie on August 13, 2026, which covers labor and the entire cost of the hardware. Maricar confirmed that she sent the requested W-9, bank details, and PI-A on August 13, 2026. Pete established a deadline of September 15, 2026, to wait before intervening. If unpaid by then, Pete will contact David directly. Because this involves loaner equipment, Pete noted that future quotes and discovery work (including the quote for Halo and third) will be delayed or held until payment is received. Pete emphasized that Crimson will not proceed with any discovery work until Newmark signs a quote committing to it. - **CBRE billing continuation**: Crimson continues to bill CBRE because they have not provided a formal notice of termination. April emailed multiple contacts at CBRE but received no response. Pete instructed the team to keep billing CBRE and to retain copies of all email outreach as documentation. ## Action Items **@April (Finance Team)** - [ ] Put Elisa's leave schedule (October 12, 2026, to December 8, 2026) on Pete's calendar. - [ ] Send Elisa's WhatsApp contact or other requested team numbers to Pete. - [ ] Retain copies of email outreach to CBRE to justify continuing to bill them. **@Elisa (Finance Team)** - [ ] Email Hubert to request his calendar availability and schedule transition and training sessions. - [ ] Email Charles and Olivia, copying Pete, to request ConnectWise accounting and billing board access for April. - [ ] Connect with Pete on WhatsApp using the phone number provided in the chat. **@Maricar (Finance Team)** - [ ] Send the accounts receivable aging report to Pete. - [ ] Connect with Pete on WhatsApp using the phone number provided in the chat. - [ ] Follow up with Marker Management regarding the uploaded invoices. **@Pete (Executive)** - [ ] Follow up directly with David at Newmark on September 15, 2026, regarding the unpaid hardware down payment invoice if it remains outstanding.	Sep 3, 2026	Speaker 1 00:00:25 Hello . Hello. Good morning. Good morning. Oi, first finance check in koto. Welcome to finance. Thank you so much. We next week pay training natin na. Speaker 2 00:00:40 A P. Ah ah. Yes ma'am. Speaker 1 00:00:42 September eight. Okay. Tapos sa bakayo month end. Di pa. Good luck. Fighting. Fighting. Wait na rin si Pete. Galing ba siya sa meeting? Speaker 1 00:01:04 Asila si oh kaya nasa meeting yung siya galing yung siya sa meeting. Speaker 3 00:01:17 Wait na tayong. Speaker 1 00:01:34 All good di ba ni si Eric Lemos meron bang kailangan pang isetup sa end yon yung bagong hire. Speaker 2 00:01:40 Um need to wait ah sa end ko sa payroll I need to wait Eric para um magkausap ko siya directly para sa setup niya ng. Speaker 1 00:01:51 Insurance ah yeah okay uh sige sa ano pala man siya next. Speaker 2 00:01:56 Kaya sa Trinidad naman. Speaker 1 00:01:59 Yes kung anong. Speaker 2 00:02:01 Kred sa Lipiin ko, May aynay nasha meren ba siyang mga kulang kulang na documents nalagot ako sa tray na tanghi na mga OTP. Speaker 2 00:02:31 May need na ako kay Olivia para sa future ano ba nius? Ani? Kasi di ba wala kayong wala kayong access sa billing and accounting board? Hi, sorry. Speaker 1 00:02:43 No. Hi, hi. Speaker 4 00:02:48 Sorry. Hello, hello. Speaker 1 00:02:50 How are you? Very good. How are you? It's still raining here. Speaker 4 00:02:55 Is it still raining? Speaker 1 00:02:58 Yeah. Returning more than for more than a month now. Speaker 4 00:03:02 That's what Seg said. That's what Seg said in my one to one with her earlier this week. Yeah. She's like, it stopped raining for like one day. She said or something. Speaker 1 00:03:11 Yeah. And floods everywhere. Yeah. Speaker 4 00:03:17 In our area only. Can't imagine. That's like it is here, except for it's heat. And we're finally cooling down. We're down to 89 this week. It's over like it's been over a hundred since May. So. We're finally getting cool here, but it's not rain here. It's just hot. I hope your rain stops soon. Speaker 2 00:03:39 Yeah, I hope so too. Yeah, hope the rain will transfer to the Visayas in the middle region of the Philippines, because we badly need water for our for our plants. Speaker 4 00:03:52 Yeah, yeah. So how are things? How are you, Maricar? Speaker 5 00:03:60 Hi Pete, I'm good. Um, right now I'm doing payroll. And? And then with regards with the um month end, um I'm up to doing the bank reconciliation today, and then after that we'll be doing the deferred revenue. Speaker 4 00:04:20 So have you have you both brought Hubert in for payroll and month end yet? Because he said he hadn't heard from you guys yet. And I thought we were bringing him in for payroll. Speaker 2 00:04:30 I I pinged Gilbert yesterday, and I'm still waiting for his response. He already sent my my chat, but maybe still thinking of all the questions and concerns before before we meet. Because I'm asking him when is the best time available to talk about the transitions and whatever he needs. Cause I already experienced doing month end closely with Robert before, before Robert and Tony, cause he's working closely in our month end reporting and adjustments. But this time will be, I'm sure this this times arrangements will be a little bit different. Speaker 4 00:05:14 He said he's never done the transactional part of month end close, so he needs to be in the transactional pieces, and then he needs to do the other pieces too. I mean, because Tony can do the other stuff, right? So we have to we have to teach Hubert the transactional stuff for month end, which means he needs to be in at the beginning, and we got to give him the heads up, and schedule with him to do the payroll training. But if Maricar is already doing payroll, how are we going to train him? I don't understand. Speaker 2 00:05:45 Ay, that's also my my problem. And what in in which part will Hubert intervene? Or so I'm also asking him if he he has some idea. Speaker 4 00:05:56 Okay, so okay, so let's start again. We need to schedule with Hubert in advance and walk him through the entire payroll process, right? Yes. And if we didn't do that, and we're already doing payroll, he's already missing out. So we didn't plan ahead enough to get him in the training. So we missed something here. Speaker 2 00:06:16 Yeah, unfortunately. Speaker 4 00:06:17 I don't know. I don't know why we. I don't know why we didn't plan this with him before, because when I talked to him yesterday and he said he hadn't heard from us, I thought we talked last week about planning with him and getting him scheduled to do the training with us. So I don't know why we're already doing payroll and we didn't bring him in to do it with us, because this is what we were supposed to do, right? Speaker 2 00:06:38 For The payroll side, we're still in the timesheet process. We're not really running the payroll, Speaker 4 00:06:45 So if but isn't he going to help us do that or no. Speaker 2 00:06:48 Um, for the timesheet part, um, the review is in ConnectWise. So if Hubert will take active part in in that step, then I I think we're gonna need uh to give him access to the ConnectWise. Speaker 4 00:07:05 I guess I guess I don't really know what you think you're going to need help with. So, if you think you've got the connectwise piece handled for payroll, and we don't need him for that, then that's fine. If you feel like we do need his help, then we should bring him in for that. So, if it's it's kind of up to the three of you to tell me what you need help with. What I don't want to do is have you gone. And then have Maricar feel like she's overwhelmed. So if you feel like the ConnectWise piece you don't need him for, that's totally fine. If if you feel like you need him for that, then bring him in for that. But have him be as much of a resource as you feel like you need. So, but if you're, but what I what he did say is he needs advanced scheduling, right? So tell him now if you need him next week. Speaker 4 00:07:56 Don't wait till like Monday to say come in Tuesday because I don't know if he'll be able to do that. So, whatever scheduling you need to get him in for, make sure you've got something on his calendar. And for whatever days you think you need him, because payrolls you're gonna have to do payroll like by tomorrow, aren't you, Speaker 2 00:08:14 Or something? Um, payroll is due next week, but we can run um. Early this week, if the batch is already available. Speaker 4 00:08:27 Okay. Because it's we only have today and tomorrow, right? I mean, I I don't know. I guess call him if you need to call him, whatever you got to do. But I I don't know. It feels like I thought I thought y'all said payroll was going to be done this week. So whatever whatever you got to do, get on his calendar. I was just surprised when he told me yesterday that he hadn't heard from anybody yet. So. Email him, call him, whatever you got to do, but get him on the calendar for whatever training he he needs to help with. He also, like I said, he said he's willing to help learn accounts payable or whatever else we need help with. So bring him in for however many hours we need to have him train or whatever. As long as the team has the support that we need. Speaker 4 00:09:20 You know, between April's team and Hubert and Maricar, for the time you're going to be out, Alyssa, I just want to have. I I figure Hubert is a good resource, and I think I think we've kind of decided we probably shouldn't bother Jane since she's kind of full time doing her other thing. So let's try to use try to use Hubert for as much. And he's he did say he's willing to do whatever we need to, as long as we tell him what it is and we scheduled it with him. He'll do it. So, but but I, I think we're gonna have to train him in probably everything except payroll, and then we're gonna have to do a refresher for payroll for him. So, um. So I guess that's that's, that's that's kind of what what I know about. So, how is the other training going with you, April, and your team? Speaker 1 00:10:11 Stephanie, Christian, and Maggie had already their trainings with finance. Team, um, so pretty they pretty much have completed like four three to four trainings, I think. Yeah, Speaker 2 00:10:28 Yeah. And then we have another training for today. Speaker 1 00:10:31 Okay, perfect. And then me, I'm gonna go have a training with, uh, for accounts payables again next week since I all just I just got my access to QuickBooks, so yeah, next week we're gonna have a follow up training on that one. Speaker 2 00:10:47 Okay. As much as possible, I'm trying to to cover all those schedules and monitoring that Hubert's used to require us from finance. Okay. So I am including the admin team in helping us update those spreadsheets. Cause I know Hubert is already familiar with those, and it's I think it's the best start for for Hubert to have access and availability of those. Reports in supporting Maricar for especially for the month end. Okay. So for the payroll part, month end payroll is very intensive in terms of adding the reimbursement. Because I know Maricar is already used to or comfortable with payroll US, except the reimbursement part because it's it's really intensive. So that's why I'm pulling. Speaker 2 00:11:43 Some help from the admin Stephanie to step in and help us go over the all reimbursable expenses and cross - checking the attachments, just just to make sure. Speaker 4 00:11:56 Yeah. Okay. Okay. Good. Um. All right. So let's see. So we've got. So when do you think we're gonna bring Hubert in then? Speaker 2 00:12:12 I am hoping to meet Hubert with Maricar today or tomorrow. So I I'm not sure when when he he read my my chat, cause I I sent it yesterday after you tell us that he was also helping us with the month. And but just this morning he already seen the chat, but I'm still waiting for his response and calendar availability. Speaker 4 00:12:41 Okay. Did you send a? Did you also send an email to him or only chat. Speaker 2 00:12:45 Um, maybe it's the best. Speaker 4 00:12:49 He reads my emails and and responds right away. So I don't know if that's just because it's from me or not, but he he seems to read and respond to email pretty quickly. So I don't know what chat is. Are you sending him or using. Speaker 2 00:13:02 The Teams? Usually, when I need something urgent from you, Britt, I I ping him through chat. Okay. But we do have. We also communicate via emails. I think I have to resend it via email, Speaker 4 00:13:15 Too. Okay. Yeah, I don't know which one he responds to more quickly. I haven't sent him any Teams, so maybe that maybe he's faster on Teams. I don't know. But okay. Okay. And then, how is month - end close going so far? I know it's all kind of happening at the same time. I mean. August looks really good on revenue, but I know expenses are still probably flowing in there. But I don't know how we're looking so far on month end, or how much. Speaker 2 00:13:51 I think we have your items to uncategorize in credit card transactions, right, Maricar? Yes. Yeah. Almost hundred percent for the credit card transactions expenses, but the big chunk of expenses has not been. Uh, it's not yet recorded the payroll. Yeah, yeah, yeah. Yeah, Speaker 4 00:14:13 I figured that. I I could tell that the expenses hadn't been entered yet because it's still profit still shows really high. So I knew that the expenses weren't in there yet. And by the way, I did NRL 10 yesterday. I talked to Robert and Anzor, and I was telling them, you know, for October month end and November month end, it's probably going to take a while. And we all agreed that if it takes. A long time for October and November month end close. It's okay, right? So if it takes, if it takes a couple weeks or three weeks or whatever it takes, what it takes. We're not a public company. I mean, we have to have it closed before the end of the next month, of course. But you know, it doesn't have to be closed like in five or ten days. It's so it's okay as long as it's accurate, right? Accuracy is more important than time. So and that that goes for everything finance related. So. Speaker 4 00:15:03 Payroll, of course, accounts payable, accounts receivable. Accuracy is the most important. So don't don't don't feel like you're under the gun to rush closing month end or or you know whatever. So just just so you know, April and Maricar are both. That's that's accuracy is the most important thing. Speaker 2 00:15:25 Okay. Um, another quick update regarding month and um. For for the revenue side, I think it's hundred percent complete for the invoicing, but there could be catch-up invoicing, especially in the project side. Because I and Nagi did some review yesterday, and we do requested more progress billings from the project managers, because we do have a lot of costs to to recognize, and we we cannot do standard invoicing or internal billings because we don't have a down payment. Speaker 2 00:16:00 Our progress billings to get it from like a deferred revenue or unearned liability. So we requested more progress billings for the Shelby project and Primrose. I think it's Primrose because the last progress billing was in March 2026 and June 2026. So we we did some follow up with our project managers to if there is something to progress bill for this month, August and. Recognize partially those prepaid expenses that we have paid to vendors, so it will be a part of the August profit statement. And also, Speaker 4 00:16:45 So who's responsible for doing that, Lisa? Is that is that Mark? Speaker 2 00:16:50 Yes, Mark, Miguel, and Vlad for the progress billings to our subcontractors, and then it's a it's Maggie's responsibility to. Choose from the closed POs billable items. To Maggiee will choose which which items is will will be billed. Like if it's hardware, software, or labor, that will that we will get out of the progress billings. Like we're we're recognizing partial project revenue for for the construction project. Speaker 2 00:17:29 Okay. Period by period, because since the project is still ongoing, rather than billing it at the end of the, I mean, on the closing period of the project. Speaker 4 00:17:40 Yeah, rather than recognizing all the revenue at the end of the project. Speaker 2 00:17:43 At the end, yes, yes. Okay. That's the that's the goal. Speaker 4 00:17:47 Right. Okay. And then what about the expense? How do we do the expenses? Are they real? Are they recognized as we incur them? Speaker 2 00:17:58 Or Project expenses, if if already verified or confirmed that it's not billable, we recorded it real time or outright in the moment we get that information or confirmation that it is to be expense by Crimson. Speaker 4 00:18:19 Okay, so if there's a so, for instance, for, I think Tower One B. We're going to have to order like eighty thousand dollars worth of equipment, and then we're going to get an invoice for it. And it's probably going to take us sixty days or more. We're going to try to invoice the client, but it's probably going to take us at least sixty days or more to get the money from the client. So I guess we're going to book that revenue. Speaker 4 00:18:56 As soon as we bill them, but we're just going to wait for the actual. We're just going to wait for the actual payment for however long it takes to get it, right? Speaker 2 00:19:04 And we're gonna. Yes, we already recognize revenue and expense, even though we haven't collected yet from client, because we're following the accrual method. Speaker 4 00:19:15 Right. Okay. Got it. Okay. All right. It'll just be an outstanding payable for. Okay. Okay. Speaker 2 00:19:25 Payable and receivable. Speaker 4 00:19:26 All right. How's accounts receivable looking? Are we doing okay, Maricar? Speaker 5 00:19:36 New visitor. Yeah. Um, when we go to the accounts receivable, um, it was just last Friday and this week that I have been able to upload all the pending invoices that needs to be uploaded in real page because because after a month, um. I think after a month and a half, I was able to um to what you call this to have another um um license or log in in real page because the old real page portal that we had before have been blocked or it has been erased because it was using Jane's. Yeah, yeah. I I tried retrieving it, but it it. Speaker 5 00:20:22 Didn't allow us. That's why we have. We needed to pay another um registration or um for that portal. So um that's why I have. It's just last week and this week that I have been able to upload all the um um Marker management invoices there. With regards to the collections, I think we're all good. I have been seeing a lot of payments that have been and. Um, are um what we call this are outstanding for sixty to ninety days is quite small. I'll be sending it over if you want. Um, so yeah, it's just that the yeah marker management that I think I need to follow up after I have been able to upload the invoices. Speaker 4 00:21:14 Okay, okay, good. All right, yeah, I'll look at the uh, I'll look at the. Aging report pretty soon and just kind of see where things look like they're sitting. But hopefully people are paying us. I know that. I know. Speaker 5 00:21:30 We have been. We have received a payment from Foothill for forty five thousand. Speaker 4 00:21:36 Also this week. Yeah, that's that's good. That's great. I like our revenue numbers. Revenue numbers look good. Speaker 1 00:21:46 Yes. By the way, Newmark is still not paying for the down payment for their hardware, so just a heads up. We have to follow up with them since they told us it's. Speaker 4 00:22:01 Yeah, how how long has it been. Speaker 1 00:22:03 When. Speaker 4 00:22:06 Did we build them. Speaker 1 00:22:07 Maricar, when did Maggie send the DP invoice? That's August three. Speaker 3 00:22:19 One sec, Speaker 1 00:22:21 Mark. Mark, down payment. Oh, August thirteenth. Yeah, August. And it's been what? Already September three. They're still not paying. Speaker 4 00:22:41 So August. So August thirteenth. Yeah. Okay, I'm going to give them 30 days, and then I'm going to follow up with David and say, when are we going to get payment on this? Because this is loaner equipment. We've done yeah labor, and we've done a lot of stuff, and I want to know when we're going to expect payment. Big companies usually pay not 30, not 45, and they're going to just say we're a big company, blah. So we'll see what happens. Okay. Speaker 4 00:23:19 And if he says we'll get it when we get it, then I'm gonna tell him you'll get the next work when you get it when we get payment. Speaker 1 00:23:25 That's what I'm gonna tell him. Yeah, we have like a under like a another quote with them, right? For Halo and third. Well, Speaker 4 00:23:35 He's asking us to do a bunch of work for them, and if we don't, if he's gonna be ambiguous about when we're gonna get payment, I'm gonna be ambiguous about when we're when he's gonna get work done. So. Speaker 4 00:23:48 Okay. All he ever tells me is our finance team is working on payment. Blah blah blah. I'll hold it over his head if he because we can't even order equipment until he's got our loaner equipment. Speaker 1 00:24:04 And we're running after the lead time because you know. Speaker 4 00:24:08 Well, yeah, we can't even order it, and it's going to be probably weeks or months before. And what did we billed them for? We billed them for the labor and for the hardware, right? Yeah. I hope we billed them for both. Okay, And we billed them all hard, the entire cost of hardware, right? We didn't billed them a down payment. We billed them for the entire cost. Speaker 1 00:24:32 Yeah. The entire. Speaker 4 00:24:34 Okay. Okay. Good. Because these guys drag their feet on everything. I want to billed them everything. I wish we would billed them more, but. At this point, it's whatever. So okay. Yeah, I am not surprised Newmark hasn't paid. I'm going to give them. Let's put a reminder on for like September fifteenth. If they haven't. Speaker 1 00:24:58 Follow up on the down payment. Speaker 4 00:24:59 Directly with him. Speaker 5 00:25:03 Yeah. Yeah, I see that they requested for the bank details. I've sent it over to them and also the W-9. Speaker 4 00:25:16 Do they have? Do they have everything that they need from us? Speaker 5 00:25:18 Yes, yes. Because I I I received a request for W-9 and the bank details and Pia, and I have sent them over also last August thirteenth, August thirteenth. Speaker 4 00:25:30 Oh, okay. So they got that way back in August. Okay. Good. I was hoping they didn't just ask for that last week or something. No, no, August thirteenth. Okay. Good. Speaker 4 00:25:43 They they could end up being a big customer for us with all the stuff they keep asking us for, but there's also a painful customer for us. I think they're going to be they're going to be a challenge. Yeah. We could make we we could start making a lot of money off of them too. So I'm trying to keep that in mind as I'm dealing with them. But. Speaker 1 00:26:06 So for the best, they've been like difficult since the beginning. So. Speaker 4 00:26:11 They're not going to be. They're not going to be easy ever. Everything we're doing with them, they want to ask more and more and more and more. But we're not doing anything until they sign, quote that says we're going to do discovery on this thing. Speaker 1 00:26:25 So. Yep, and we're still building CBRE by the way, since they're still not sending out. Speaker 4 00:26:31 Somebody's got to pay. Nobody else is paying. Let CBRE. Speaker 1 00:26:35 Epay it. Yeah, they didn't send a termination. Termination notice until now, Speaker 4 00:26:40 So. Yeah. Yeah. And if they push back at some point and say, " We're why are we paying for this? We don't have equipment there," we can say, " Did you send a notice of termination?" Does it? And and let's let's look at their agreement and make sure it says that we require a a notice of termination of the agreement or something, because there's probably something in there that says, you know. Needs some some sort of a notification. Speaker 1 00:27:09 Yeah, I've emailed a bunch of people from CBRE and there no one even responded to me. Speaker 4 00:27:15 Like I'm not I'm not surprised. Just keep just keep those copies and we can say well you know we tried to reach out and nobody responded so yeah we're gonna continue to bill you. Okay. Okay. Anything else? So Lisa, you're planning to be out starting October 12th. Is that right? Speaker 2 00:27:35 Yes. Yes. October twelfth. And I, I just wanna. Yes, December eighth. Speaker 4 00:27:43 Okay. April. Would you put that on my calendar, please? Have a chance. Okay. That really long time when Elisa is gonna be gone. Speaker 2 00:27:52 Okay. We'll do. Yeah. Two. Two months. Speaker 4 00:27:56 I'm gonna shut it. I'm gonna shut it here on October eleven. Speaker 2 00:28:02 Uh, but you can reach out to me anytime with WhatsApp. Speaker 4 00:28:10 We already have our WhatsApp. I'll have to add you. I'll have to add you in WhatsApp. I have April. She's the only one I have in WhatsApp. Speaker 2 00:28:21 Um. Speaker 4 00:28:25 April, you're gonna have to. You're gonna have to give me the other people's WhatsApps that I need in WhatsApp. Speaker 1 00:28:31 Oh yeah, just. Ping me, whichever or whose number do you need? So I'll just send it to you. Speaker 4 00:28:38 I guess I need Elisa's WhatsApp. Speaker 1 00:28:40 Okay. Yeah, sure. Speaker 4 00:28:44 Or you can or you can give Elisa my WhatsApp or whatever is easiest. I don't really care. Oh yeah. However you do it is fine. Um, I guess you do it by my phone number, right? Is that how you found mine? Speaker 1 00:28:56 Yes. Yeah. Speaker 4 00:28:57 I'll just give you my. You have my cell phone number, Elisa. I'll just I'll just, Send you my cell phone number and you can connect with me on WhatsApp. Speaker 2 00:29:04 How about that? Yeah, just drop. Yeah, sure. Number here. Here in the chat. Speaker 1 00:29:12 Or I can also drop my number. Speaker 4 00:29:13 Yeah, let me just. Yeah, let me just put it in the chat right now. Speaker 1 00:29:16 Yeah, and then Elisa can add you. Speaker 4 00:29:22 That's me. That's a plus one. You can all. You can all use it if you need it. Speaker 4 00:29:31 Okay. Anything else? Speaker 2 00:29:33 Ah, um, I just wanted to to check if there is somebody aside from Olivia who can grant access with the ConnectWise board, because I would like to. Speaker 4 00:29:45 Charles, Charles should be able to do it with Olivia out. I think she gave him. I think she gave him access to do it while she's gone. Speaker 2 00:29:52 Yeah, Charles. Yes. I would like to request April's access to accounting and billing board for visibility, because it will help us in our training and also additional support when we're in the way. Sure. Just additional, extra eyes. Speaker 4 00:30:08 Yeah, yeah, absolutely, absolutely. You can absolutely do that. Yep. Shoot a note to Charles and Olivia, and copy me if you want to, and we're happy to do that. Speaker 2 00:30:18 Six three. Okay. All right. All right. Okay. I think we're good. Speaker 4 00:30:29 Well, I hope you all have a wonderful rest of your day. And if I don't talk to you, have a great week. You too. Keep up the great work. Let me know. Let me know. Let me know when you get Hubert scheduled and how things go. And if you need me to ask him to do anything or whatever, Speaker 1 00:30:46 Let me know. Okay. Yeah. Yeah. Sure. Thank you. Thanks, Beed. Thank you. Have a great day. Good night.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=4da9e3f7-5c49-400a-af2c-61d13d419d0c&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODU0ODg4MCJ9.CgoKBHNuaWQSAjY0EgsI8J_f1a-uxT8QBRoMNTIuNzEuMjU1LjgyKixGQ0VqQUhmcFFocmVUd3NMZlhZWkZsb3Nyem9WUjdUTG95T3VlVEd2QzZZPTCaATgBQhCiN_yAIrAAAC117Kw_f4STShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.RRU7jFwuHsPsAG0_Lh_PtI1CIuXBpZ2NfKQqwbdnqAA&ApiVersion=2.0	Processed▾	Follow up with Marker Management on uploaded invoices and collectionsAdd Elisa's leave dates (October 12 to December 8, 2026) to Pete's calendarSend AR aging report to Pete+8	✓	Crimson Internal▾	Crimson IT	FLAGGED - not logged, needs Christi	NOT LOGGED. 30:46 Tagalog month-end finance check-in (payroll setup for Eric Lemos, month-end close, billing/accounting board access). No calendar block on 9/3 and no evidence Christi participated. Proposed if she confirms: Crimson IT (250), ticket 956831, CIO(14)/workType 55, DoNotBill, 0.52h.	—	—	✓
09-07 Breakdown of Trust in a Friendship	 Two friends engage in a tense, wide-ranging confrontation about eroding trust, perceived gossip, misrepresented conversations, and a professional dispute involving a minor (Dom). The discussion revisits a missed party, communication lapses, and workplace tensions, ending with both acknowledging that the friendship may not continue and outlining limited follow-up actions. ------------ ## The Initial Accusation and Defense The dialogue opens with contention over how concerns were raised and verified. Christy had asked Emily questions at a party that Amy did not know was happening. Amy asserts that if Christy had concerns, she should have addressed them directly with Amy rather than questioning Emily. Amy explains that she later went to Emily to verify whether statements attributed to Emily by Christy were true. According to Amy, Emily told her the conversation did not occur as Christy had described, partially validating Amy’s growing doubts about Christy’s accuracy. Amy states her trust in Christy had already begun evaporating in recent weeks due to a perceived pattern of Christy talking negatively about people behind their backs. She cites a specific incident from a birthday brunch “a couple of years back,” where she says Christy discussed a client in a way that “bordered on some ethics” in a public setting among friends and family. Amy emphasizes she did not call Christy out publicly at the time but that the episode contributed to questioning whether Christy could be trusted not to talk about Amy behind her back. This framing establishes Amy’s stance: a cumulative erosion of trust anchored in observed behaviors and later reinforced by fact-checking with Emily. ------------ ## The Counter-Accusation: Betrayal and Lack of Friendship Christy responds by framing Amy’s long-term, unspoken distrust as a profound betrayal. She argues that genuine friendship requires addressing issues directly and promptly. The revelation that Amy has harbored doubts “for years” without raising them is, in Christy’s view, unfair and inconsistent with friendship. She highlights that she and her husband have repeatedly dropped everything to help Amy, yet Amy withheld her concerns, leading Christy to feel used and judged without recourse. Christy characterizes the trust dynamic as one-sided, claiming that for years she and Josh trusted Amy while Amy did not reciprocate. She states that if Amy no longer trusts her and does not wish to repair the friendship, that reality should be acknowledged now, and that the friendship should have ended years ago if distrust was already present. This section captures Christy’s emotional core: the pain of discovering sustained, unspoken skepticism, the perception of being valued for practical help rather than as a confidante, and a belief that Amy’s approach failed the standards of friendship. ------------ ## The Missed Party and Competing Narratives A recent party becomes a focal point illustrating the broader conflict. Amy explains she had just gotten out of the hospital and was not involved in planning; Lydia, Gia, and Dom organized the event. Amy says she did not intend to exclude anyone and believed Christy’s absence might be due to anger over the “Dom issue,” assuming Christy chose not to attend. Amy maintains she was preoccupied with returning to work and caring for two small children that week and did not manage party communications. Christy recounts that she only became aware of the party when Emily asked if she was going, despite Christy never receiving an invitation. She found it “weird” that Amy’s husband, who was at Christy’s home helping build bunk beds, did not mention the upcoming party. This reinforced Christy’s feeling of being used for labor but excluded from social events. The two narratives diverge: Amy emphasizes logistical oversight and personal constraints; Christy emphasizes the social signaling of omission amidst ongoing help, interpreting it as a sign of her diminished status in Amy’s life. ------------ ## The Workplace Dispute Involving Dom The discussion delves into a professional dispute centered on Dom, Christy’s minor daughter, who briefly worked for Amy. Amy states she attempted to separate professional and personal matters by delegating resolution to her office manager, Britt, including outreach regarding payment. Amy claims Britt did not receive a response from Dom and offers that evidence (e.g., screenshots) could be provided. Christy counters that Dom never received any communication from Britt and that Dom wanted to quit due to Britt’s poor management. Amy disputes the characterization of the quit, saying, “She didn’t quit. You quit for her,” suggesting procedural expectations when a minor leaves a job. Amy emphasizes she instructed Britt not to treat Dom like a “nepo baby,” asserting a professional, not personal, posture in supervision and payment. Christy maintains that when she tried to discuss Britt’s handling directly with Amy, Amy refused to engage, repeatedly shutting down the conversation about workplace specifics. In an effort to close the matter, Amy says she will send a personal check to settle what Dom is owed. This section showcases fundamentally conflicting accounts—Amy’s reliance on Britt’s version and commitment to payment versus Christy’s insistence that Dom’s communications were absent and her reasons for leaving were managerial. ------------ ## The Inability to Resolve and the Friendship’s Uncertain Future By the end of the exchange, both acknowledge a conversational stalemate and accuse each other of not listening, talking in circles, and blocking a “mature” discussion. Amy reiterates her trust disintegrated over years and only reached a head recently after corroborating patterns with others. Christy says she feels blindsided by Amy’s admission of years of distrust and frames the interaction as grounds to consider the friendship over. Amy asserts that progress is impossible until Christy sits down and seriously reflects on the issues raised. Both indicate that they do not see a path forward, with Christy shifting to processing this event for “therapy reasons” rather than continuing dialogue. The outcome is a mutual recognition that the relationship may not continue, with the core problems of trust, communication, and differing accounts unresolved. ------------ ## Action Items **@Amy** - [ ] Send a personal check in Dom’s name to Christy’s house to settle the payment for the work Dom performed - [TBD] - [ ] Sit down with Emily to verify the specific words used and the exact content of past conversations regarding hiring concerns - [TBD]	Sep 7, 2026	Speaker 1 00:00:00 That's good. I have a vanilla and macchiato. Yeah, macchiato. I gotta take Angie to a genetics. And they're open. Speaker 1 00:00:34 Yeah, since there's no school, I'm watching the kids. Josh is just like that. Well, helping out so sometimes, so kind of want to get to it to do big wraps and stuff. And you said you talked to Emily. Well, you asked a lot of you. You were asking her at the party a bunch of questions. Speaker 1 00:01:05 And so, which I didn't know that there was a party going on, and so which brought up some stuff of like, okay, why I guess you asked the questions to me if you had concerns about some stuff, and you didn't ever brought up those questions to me, and so like if you had those questions, you should come talk to me, and I waited, and you never talked, you never asked those questions to me, so. This is the time like you have questions like I'm a very direct person so come talk to me. I'm my best friend at a party accident. I didn't even know about. Ask her one question and then I will answer it because I don't trust you. Okay, and I asked her the question to check and verify a fact that you had made about her. So. Speaker 1 00:02:03 I went directly to the source and said, "Hi, did you say this to Amy or not?" And she was honest. And she told me what was actually said. What was? I stopped being able to trust you a while back, but I never named it, and I didn't name it because I wasn't sure if it was just me or if it was something that other people were seeing. And I waited to see what. And I didn't ask anybody. No one else ever studied things about it, and so when he brought up the conversation that he had with Emily, I went to Emily and asked her, "Did this really happen in the conversation?" And come to find out, didn't the way you said it. My trust in you has been slowly evaporating over the last couple of weeks for multiple reasons, but one main, and that is like to talk about people behind your back. Speaker 1 00:03:02 The biggest example I can give you was your birthday party a couple years back when we went out. I went out to eat brunch. We were in a public place. It was a really beautiful place, and you started talking about one of your clients in a way that bordered on some ethics, even though you didn't endanger clients. It was still very, and you were sitting there in the middle of. Friends and family, I'm not gonna call you out on it because that's not the kind of person I am. Then there's multiple other times in which that happens, where it's fine if it's you and me just being friends having a conversation or something like that. But it was bordered on a lot of questions of can I even trust Jamie to not talk about me behind my back? Speaker 1 00:04:01 And it really got to the point in which I wanted to start and give the friendship and the bug way down. And then he said, "Mom, you know we did that with Anna." And it wasn't that I was listening in; it was trying to draw. Can I take a pause so I can? So and then I remember it was also my birthday. Yeah, well that was. Speaker 1 00:04:33 For you to come here and to tell me that for years that you have not been trusting and not have the courage to talk to me and wait years, Christi, like what? That is not a friend. Like a friend tells me how things go and what how it is. So for that, like that's. How I do it. If something, if somebody was a true friend, and my, I have dropped. Me and my, both of my husband has dropped our lives to like help you and do all this stuff. And you're telling me for years that you haven't. You come to me on this of the trust issue. Like that, I'm very unfair. So that's one. I'm gonna say like that's one thing that you're telling me this so. Speaker 1 00:05:32 If you're done with this friendship and you don't trust me, then that's what it is. If you're telling me of something with Dom said, and that's why that's why I was like really wondering about this whole Dom situation because I was like, I would not talk about Vienna with her best friend because that is a that is a boundary that me and Britt has set set. And so whatever. Speaker 1 00:06:02 Dom thought she hurt. Like I would think that you would have trusted to like understand. And I can't even. That's why I was like, I can't even have a like that conversation because the trust is gone. You don't even trust me. So what? There's no point in even talking about it. And you you don't even want to be friends. You don't want to save this friendship because you don't trust me anymore. So there was a one-sided trust. For this last few years, Josh and I are the ones that have been trusting you, and no matter what it is, if you were my friend and you had an issue, you should have came to me. Instead, you didn't talk to him. That's not a friend, and that's what's sad about because I trusted you. It wasn't until this started coming. Like I'm a very upfront person. If you, I have a problem with you, I'll talk to you, and I knew some. Speaker 1 00:06:59 Was up, and I was like, "What is going on?" Until Emily said, "Hey, something's up." I'm like, "Okay." She didn't say ask. She didn't say there was a conversation between the two. She was like, "You need to talk to Christy," and I was like, "Okay." She was like, "I don't think you guys are on the same page," and I was like, "Okay." That's what she told me. She didn't go gossiping or anything like that. I thought it was weird that I. She was like, "I thought it was weird, Emily, that you were going to visit your friend in a mental hospital." Instead of being at Dom's, but she was like, I was like, but you know what, like I didn't know, and I was like, yeah, I found it also weird that my husband was with you building bunk beds, and you didn't mention anything about him. He thought it was weird. You didn't mention anything about a party that weekend with him, and so that's why we were both like, this is weird that this happened, and you didn't mention anything to us. Speaker 1 00:07:56 So I'm like, this is something like, I feel, I feel a little used in that perspective. That when you needed us, over these years, you've given us like, oh, we're good for to be used as handy people. But you don't trust me enough to tell me what's up. Like that's not cool, Christi. Like those friendships, then the friendship should have been over for years if you felt that way. Just tell me if you don't want to be friends. Wait. I don't think you really heard me in the moment, so I'm going to revisit what I said. Okay? It has been disintegrating because I didn't know if it was me that was having an issue, or if it was something other people would see. Now, it didn't come to a head until the last two months when I started prodding and saying, "Okay, is there something going on?" Now, one, you and Josh are different. Yes, you're married. Speaker 1 00:08:55 I've never lost my trust in Josh. I find him to be an honorable and respectable man, and like him dearly as a person separate from you. So we can we can drop Josh out. I have said this multiple times. You were honestly not looked over on the party, neither you or Josh. I had just gotten out of hospital, but Lydia, Gia, and Dom took over planning the party. I barely even remembered it was happening, and there. Speaker 1 00:09:25 You know what's the best about that is that I have my own family. I went on vacation. I felt bad for you, Christi. I mean, my mom, my aunt, my auntie Anna. Like, oh poor Christi. Can you take care of her? Jeez, like, not like this is like, and that you you don't you know what? The issue didn't come ahead until after. Until after the party. You were never forgotten from the party. I was upset and shocked that you weren't at the party, and I even mentioned it. Where is she? Why is she not here? And that's when she said, "Is it because of this issue?" And I was like, "It was not about an issue. I thought it was because you weren't there. I didn't realize you had gotten left off. I thought you were upset with me about the whole dom issue. And you just chose not to come." Speaker 1 00:10:26 I didn't. I honestly that entire week I was not focused on the party. I was focused on going back to work and two kids being with us that were well, one that was new. Again, I have mentioned this multiple times. It was never intentional for you to be left out of the party, you or Josh. I was shocked you were there. I thought you were upset about Tom, and I left it alone. And I didn't say it. And that's when I brought it up. I thought you were upset. And I said, let me ask you a question. Did you really say it? And that's why I said it to you because I thought you were still mad. Because you had your stuff in Europe. The same thing. Did you see? Did you not? You didn't even know my week. You don't know my week. No, no. But I. You knew that week when Josh was with building you bunk bed. I was at the hospital with a client. I was twice. I was twice at the hospital. Speaker 1 00:11:24 Client, working like very like long shifts that week. I barely saw my family that week, and so that Josh was with with the baby there. I was working watching the baby. So like I that that's where I was like that week was I was busy working. I barely saw my family. I wasn't. He wasn't. Had nothing to do with it. And my is my husband like my husband you know. If anything about it, about a party, people even had, if there was, when I saw that afterwards, I was like, well, I wish drama happy birthday. Like I was tweet, never responding. I was like, that's fine. If she's upset at me, that's okay. That's that's it. It's her party. I'm not gonna be upset at them. But you should have came and asked me. That's what I I have a problem. Like that's what like you should ask me if I had if you had a problem. Speaker 1 00:12:23 Because I didn't find out till days later. It's not like, and I when you were like, I was like, yeah, I'm surprised. I was just like, whatever. I found out. And Emily didn't ask me when I was going to the hospital. Like she was like, you're going to the party. I was like, yeah. She never even mentioned that she was even going to a party. She was just like, oh, this is weird. Because if she were to say, oh, there's a party and I'm going to, and then I would have been honest. I was like, oh. No, I just wasn't invited. I would have just been honest with her. So that's where I find you're asking me about the party, but Amy, I mean, you did invite me from the baby shower. That's why, that's why I'm questioning it now. I did. You did invite me from the from the baby shower because I've been waiting. You had said a couple weeks ago you wanted to. I because I went to a conference, Christy. If you're gone two out of time, you're gone two conference in a row. Just by. Speaker 1 00:13:22 Back late Saturday night, went straight, went working straight. Barely saw your family, who work. And your husband said, "You have to take care of the kids. What do you have to do? I have two small kids, Christi. I don't have teenagers. I have a, I have a seven month old and a five year old that just started kindergarten. I have two small kids. I don't have the luxury of like, hey, I can just like take time off and do. I have back to school nights. I have doing like this." I don't. It's not that I don't value it. It's just that, and I have a full time job. Like, it has nothing to do with you. I have like, I literally had two conferences. I texted you before my conference, and then I just got back into going back to work. Like, I'm just like, to me, I was just like, we're fine. Like, I was just like, I'm not trying to be rude or anything, but I was like, literally, I can't. Speaker 1 00:14:18 To tell you the most of like, if I have to choose between my own children and you, I'm gonna be honest that I have to choose those little two children. Like, and I'm sorry to say that, but they're the ones that need me. So when you sent that text message and I responded back with sure or something positive and affirmative, it's not that hard to respond back and say, hey, when I get back from the conference, let's talk. It's not that hard. I call Canadians, I. Christi, you. I have been busy. I don't text a lot of people. I've been working like fourteen days, fifteen days straight. But that's supposed to know this. I told you I was at a conference. After. I said before I'm going to a conference. Usually your conferences when you go to are weekends. You didn't say hey I'm gonna be gone for two three weeks. You said let's let's talk. Speaker 1 00:15:16 Because I wanted to talk to you about it, but so here's the thing: if you had a problem, I didn't. Here's the thing: I wanted to clear things up with Dom and said, "Hey, Chris, you handle this. This a professional thing. I don't want to. This a professional. You handle it. You're my office manager. You're gonna handle that situation. That's it. And so I was like, you're gonna help me handle it and keep that communication because. I'm separating my professional with my personal because professional and personal are two different things. But she never reached out to him. She did. He checked. She checked her email and her text messages, and she never got a text message from Brett. She did. Okay, I can vouch for the fact that she does not lie because she finds that that's a big issue. She did not get a message from Brett. She texted her three weeks ago. Speaker 1 00:16:12 See, I had her pull up the number, and she said, "Mom, I didn't get anything from her. I can screenshot you and send it to you right now. I didn't get anything from her since when I worked for you. I'm not gonna, I'm not okay. I'm not gonna go into semantics because you're you're not. I was trying to employ Dom, and you're gonna be Mama Bear, and I'm I've already and I understand what you're saying." Josh and I already had this conversation, and we we differ things because we because there's no trust between us. Josh and I both agree that we would we would trust you before trusting Anna. You don't trust us. You don't trust me. So it doesn't matter what I say. That's over. I will send you a check personally to pay for dog. That's what I was trying to do. That's what I asked for. Speaker 1 00:17:11 So I could just like that's why I asked for the Venmo account to pay her for the amount of the work that she did for the Venmo account to Dom afterwards. Okay, she you asked for in person or over text? Over text. I asked her in person first to pay her, and then I asked her over text. She didn't quit. You quit for her. She decided, and that is that is not how people quit jobs. Speaker 1 00:17:41 Mother, like, and so, even when you're a minor, like, we don't usually a minor quits their job, and so I wanted to pay her, so I will send a check to your house in her name. I or ask her, or you can give me your name, and I will give you a personal check to give her. Like it's coming from my account, so I can just pay that and say here's what you're owed, and that, and. Settle that account because that was what we wanted to do from the first place. That's what we want. We didn't want to force her to do anything. I just wanted to pay her. That's what Britt asked for. Britt didn't ask for anything. She wanted to talk to Clara Britt, but most importantly, we just wanted to pay her. That's all. Now I think you're confused on something I said just a moment ago. I don't not trust the fact that you're telling me Britt reached out to you. I'm telling you, she didn't get a response from. Speaker 1 00:18:40 If you're telling me Brit said that she reached out to her, I'm gonna believe that in this moment. There's there's things I can believe from you, and there are things I can't believe. Because honesty is a multifaceted tool. It's a lot of things that make up trust. And right now, Christi, if you're telling me for years, look, if you're telling me for years you don't you don't you've lost trust in me and all this stuff. At the end of the day, it is what it is. My, the only people I can trust is my family right now. And so, and that that's what I that's that's what I've been doing. And right now, for it for years, if you can be honest with me, I don't know what to say to you because right now, like I was trusting you up to this point. Speaker 1 00:19:39 And then now I don't. Of course I don't trust you because you're telling me that you don't trust me, and you're calling me out. And instead of like talking to me, which is like the number one thing you do in the like, and I I told you in the ghetto as a person of color of all you, all of your stuff. This is a widespread issue, and I'm not trusting you. I would like you to sit on that fact. Why is it that I haven't talked to you in the last couple years where I started noticing this issue? Like it didn't come to a head until the last couple. Months when I was being talked to by others, one of them being Dom. Dom is not the only person who has said they see the same thing out of you, where you tend to talk about people negatively, about behind their back about things. But Dom didn't. So I'm not going to take what Dom says loosely because literally I was with you questioning before hiring Dom if okay, we're still circling around that issue because I spoke to you on the phone about this. Speaker 1 00:20:38 I don't agree with what she said. Okay. I don't agree with what Dom said. I talked to Britt. Me and Britt disagree with what Dom's account is. Okay. I'm gonna listen to you weren't there, and there was. I talked to Britt and I talked to me. Britt talked to Vienna about it. Became a an issue in my household. Vienna was like. This is ridiculous. Like, if be it, like, I don't agree with whatever Don said. Whatever Don heard, I don't agree with it. With what she said and what happened at the work, at what happened at my workplace, which is a professional thing. I brought it up to you. You didn't even entertain talking with me about it. You just kept telling me I was wrong. Well, it's a professional matter, and I don't need to. So, for professional reasons, like. Speaker 1 00:21:36 It's not. It's a. I asked you to talk to Brit with me if you really wanted to. You could talk to Brit with me and you shut it down. I did because the issue about trust is not with me and Brit. It's with me and you. Where what had been happening finally got validated. Then we we should not talk about this situation that happened at my work business place because it has nothing to do with our. I understand what you're bringing up, but it shouldn't even be used because Brit does not validate. Speaker 1 00:22:07 What, what happened with Dom? So she was there, and she was. She is Vienna's best friend. We've established it. She's like nothing that was said. Happened with that? Any time that there was something, we closed the door. She said some other stuff, like about of what happened with Dom. I was like, I wasn't even with Dom that much time because I was the week that she was bringing it back around to the trust issue. Speaker 1 00:22:37 Yes. Okay. So that's fine if we are taking Dom out of equation. The other point to saying, hey, this validated my experience and what I had been feeling and hadn't pinned down as actually happening or not, was I went to Emily and said, didn't tell her what the conversation was about. Said, did you say this? And she responded, No, I didn't say that. Which is something he told me she had said about Dom in the moment. She did validate other things that she did say to you, but she didn't say a specific. Which was what? It was how she should react to you hiring them. Now, what she did say was there are some concerns about her being under the age of 18, and she preferred waiting. But there were some other things that she did not say that you said she said, and I find that to be a problem. Well, you can tell me how what it was, and I can tell you if it was right or wrong, and I will talk to Emily about it. It was about her opinion on what she. Speaker 1 00:23:35 Should do outside of the fact that she was under the age of 18. Her and Josh had the same opinion. Not to hire anybody because Emily, I gave the exact words of conversation after the fact and said this is what Amy said about Hollis, and here's my. So I don't. Okay, you don't have to believe it, but I know that I spoke to her and Josh, and they both didn't. I should have listened to them. They both said that it was. Hiring people that I knew that wasn't wasn't gonna be good. I shared the conversation I had with you at with them at your house about Dom, and they were like, I don't know that you should hire her. Lots of times Emily doesn't remember some of the conversation I have. I will talk to her about it and be like, hey, this is what. And now Christy doesn't trust me, and so I'm just I'll be honest. It's not gonna ruin my friendship with Emily. Speaker 1 00:24:31 I don't want you to. So that's why I'm not. And you're not deep diving into this. I just had issues when you said, "Oh, this person said this before," and I would find out later that that's not the case. Okay, that's fine. But I'm gonna stand firm of like with what Emily's and what Josh did, and I'm like, and I agree with them, and I should have never hired them. I understand. I agree. And I should have taken Doll at her word the first time she came to me and said. Mom, I can't work for Amy because she does this, this, and this. And she wanted to put it right in there. I said no, give it, give it a try. Sometimes you overreact at times, and sometimes you just operate in the moment of emotions and give it a moment, see if that gets better. And she's like, Mom, it doesn't matter. She does not explain things. Grit does not explain things, and that is not true. And I'm gonna stand by back. I'm gonna back the grit, and I told her, Mom said not to be. Speaker 1 00:25:29 She didn't want to be a nepo baby. I told Britt not to treat her like a nepo baby. That doesn't have to do with the fact that and that did not get explained. I did explain and I talked to Britt. Britt did. Britt did. Okay. And we could go back and forth about it. And I'm just gonna leave it alone because I've had plenty of interns. I've had plenty of people. I used to work for the county housing authority, so I've had lots of people under me. So I'm not gonna base one for. I'm not gonna base. You're gonna be Mama Bear at the end of the day, and it's your. You have a bias, and that's what I see. It. We're gonna go into. You have a bias against me personally, and you have a bias against me. Like, and that it's not gonna end up well. So I'm just gonna ask Emily what I asked her. Sit down with Emily, have a conversation with her, ask her the specific words that I chose to say, and ask her how I said it because I think you're gonna find out what I asked. Speaker 1 00:26:27 Doesn't have anything to do with you or what you work with in the past. You're fluffing up the conversation instead of shitting with what I'm giving you, and you're hitting very like you're going around the world. I'm not that with me with on the phone when I tried to talk to you originally about this. And yes, if we had had a clear cut conversation, I understand you've got something you want to say, but you're going to let me finish. We had a clear cut conversation. Conversation about this on the phone. You overdosed me on the phone. I did not. And you would not allow me to sit there and explain my side of it and actually get out what I was trying to say because you're doing exactly what you're doing right now, which I let you do. I'm not letting you do that anymore. That's a lie. That is not a lie. Because we had like a we had a five to seven less than a ten minute conversation. Mm-hmm. On my work phone. Like. On my work phone. I called you on my your personal. Speaker 1 00:27:21 That is my work call. It's been my work call number for the last six years. Well, I called you on the number I have. You did, yeah. And we talked about, and you're doing exactly that what you're doing now, which is not listening to me. You're trying to make every excuse in the book on why you're right. I'm not right. I'm saying that I'm going to drop that because there's a third person in this mix. And there's this has nothing to do with you because she's not here. There's no one here. It's here, but you and I. Exactly. And this is a work matter, and I don't want to talk about it. We're going to talk about her work. We're going to talk about our friendship. But right now, I don't see where we go. I don't see us having a friendship because what you just told me. I don't see where we go from here. I don't either because you're not allowing us to sit and actually talk about it with. Speaker 1 00:28:21 A mature response. It has been you talking over me and giving me 15 million viewpoints on why you're right, and you won't actually have a real conversation with me. Hold on, Christi. I came to this for one thing, and you just told me. Then I brought it back to the same subject the entire. No, no. I came here, and you brought up years, and you don't trust me for years. I said the trust had been disintegrating over years, and it didn't. To a head until the last few months when I started realizing it was right. So, here, who's the so who just found out this information? Who just I am going to reiterate because if I don't feel like I have substantial at home to stand on in this and can come to you without with no like examples and just say, hey, here are some examples that happened, then I'm not. Speaker 1 00:29:20 And it didn't come to a head until the last two months when I started seeing a pattern repeat with other people. And yes, that that pattern that's repeating is about your job. Fine, the one from your birthday from two years ago is about your job. So either it's all about you, and we can't separate Amy personally from what Amy works, which that can't be a problem, or you're not able to listen to me fully, which means. This conversation isn't going to go anywhere because every single time I brought it back to the same problem. It has been something that's been disengaged, disengaged. You get what I'm saying? Over years, but I could not pinpoint it until the last two months. In the last two months, we have barely talked because one, Dom was working for you. Two, I was in the hospital. Three, you were at a conference. Speaker 1 00:30:15 You have sat here and not listened to me this entire time. This relationship's not going to go anywhere until you have time to sit down and think through what I'm trying to tell you. Which is the same thing I keep repeating and I kept repeating to you the other night because you go around in circles. I'm not looping. You have been looping. Go back and look at those Twitter texts. So I'm going to go back and dissect you for therapy reasons. Because you are my friend, not.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=91017764-fdb2-4253-9c81-0071e98936c5&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODgwNjM1NCJ9.CgoKBHNuaWQSAjY0EgsIssvC-J7Exj8QBRoMOTguOTIuMjIuMTYwKixGa1lWdGg0Z2RPakNLWnJCeUszOU9YcGdNOEt3dkI2VTNOKzVEaGx1RnkwPTCaATgBQhCiOPIL40AAACAFrshRDKmwShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.-rZ-O6rf9dOkDPbW0Q0MkIg2pbwYmXGSFZyCXTOxLJI&ApiVersion=2.0	Processed▾	Christi to determine whether to pursue further dialogue with Amy or treat the friendship as concludedAmy to send a personal check in Dom's name to Christi's house to settle outstanding payment for work performedAmy to sit down with Emily to verify exact words and content of past conversations about hiring concerns	✓	Personal▾	Personal	n/a - non-CW type	—	—	—	✓
09-08 Meeting: Technical Session Reschedule, GitHub Setup, Claude Access, and SOW/Billing	> Date: 2026-09-08 13:00:40 > Location: [Insert Location] > Participants: [Christi] [Speaker 2] ## Meeting Notes ### Rescheduling the Technical Session - Christi and Evan (Speaker 2) agreed to reschedule their meeting. - The new time is set for September 9, 2026, at 10:30 AM Christi's time, which is 2:00 PM Evan's time. - The session is planned for 1.5 hours to ensure sufficient time if needed. ### GitHub Account Setup Preparation - Christi will send an invite for Evan's colleague to create a GitHub account. - Using a personal email address was recommended. - Multi-factor authentication will be required for security. - This setup will be covered in detail during the September 9 meeting. ### Plan for the Technical Session - The upcoming meeting will be a hands-on technical session. - Christi will grant access to their Claude account and guide the individual through the setup. - Training will focus on the specific tool he designed for practical application. - The goal is for him to become comfortable enough to attempt a build independently. ### Billing and SOW Discussion - An SOW (Statement of Work) was discussed for this project. - Christi will add her training hours to the existing Claude project. - This approach is considered easier for billing purposes. - Approximately five additional hours will be added to the Claude project quote. ## Next Arrangements - [ ] Christi will send a GitHub invitation via Teams. - [ ] Evan's colleague should set up a GitHub account before the meeting, if possible. - [ ] Christi will schedule a 1.5-hour meeting for September 9, 2026, at 10:30 AM (Christi's time). - [ ] Christi will add about 5 hours to the existing quote for the Claude project.	Sep 8, 2026	Speaker 1 00:00:16 Hello. Hey, Evan. I just saw your message. I can move this one to tomorrow at eleven, if that works for you. Speaker 2 00:00:24 Eleven, your time. Speaker 1 00:00:25 Yes. Speaker 1 00:00:29 I have availability tomorrow starting at 10: Speaker 2 00:00:32 30. So that's two o'clock my time. Tomorrow, two. That's perfect. If you could do it 30 minutes earlier, that would be even better. I have a hard stop at three. Speaker 1 00:00:48 Um, 10: 30 is the soonest I can do it because I'm back to back tomorrow until 10: 30, and then I'm free the rest of the day. Speaker 2 00:00:56 Okay. Yeah, that's perfect. Speaker 1 00:00:57 Okay. Have you? I didn't ask you to do this, but have you by any chance made a GitHub account yet. Speaker 2 00:01:03 No. Speaker 1 00:01:05 I'll send you an invite and just create one GitHub account. If you're looking at doing this outside of Westfin, create it in your own personal email address. And because it's going to be on my account, and my account connects with Crimson and other companies, mine's very secure. And, I'm going to ask that you set up multi-factor authentication, but GitHub and Microsoft are very anal about this part. You can only have one GitHub account. You can't have a work one and then a professional one. So I usually tell people when they're setting up GitHub for the first time, set it up as your personal because Microsoft gets finicky. But the the code base behind it on the Microsoft side is going to be pretty secure. Speaker 1 00:01:56 So I am going to ask you to set up a multi - factor authentication, and we'll go over all that tomorrow. But if you've got time today, do the GitHub. If you don't, no big deal, because I plan on tomorrow walking you through that. Speaker 2 00:02:09 Okay. Yeah, just shoot me that in the text here, and I'll do that. Speaker 1 00:02:13 Yeah, absolutely. I'm going to put it for an hour and a half. We probably won't use an hour and a half, but just so that you have that, Speaker 2 00:02:21 If you need it. All good. Sorry, I just I got a. Little personal issue I'm having to deal with that need to take care of. Speaker 1 00:02:30 No worries. Yeah, it's it'll be good. Christi, here one sec. We'll absolutely. Speaker 2 00:02:36 Okay. Yeah, just drop me that Christi chat and I'll take care of that right away. Speaker 1 00:02:41 I'll take care of it. I'll get. Well, let me just teams it to you the invite. Okay. Perfect. Awesome. Thank you. Thanks. I'll stay. I'm gonna stay over at. Speaker 2 00:02:53 Yeah, I mean, I I can't do anything tomorrow, so I'm back to back to back. So I don't, but I feel like I need to be on. I think he'll be just fine walking him through what needs to happen. But just so I understand, so he's gonna, you're gonna get, give him a way to set up his GitHub. That's fine. And then we, does he have a cloud license deployed already? So we have a place for this, or did you talk to George about that? Speaker 1 00:03:21 So I already have access to your Claude account, and I'm setting him up with Claude, and I'm going to walk him through all of that. So it's going to be a very technical meeting tomorrow, where I'm going to teach him as we go because I've learned that's best for people. Speaker 2 00:03:36 Yeah, no, it is, and and I think it'll be better because I think it was the last meeting we did where you were giving him an example basically by using another thing you'd built out. I think he's starting to get a little lost in the weeds of, here's the mail app. Like this, this will actually be his tool. So then it'll be much more of a an easier lift because you'll be referencing sort of the the same you know the code or the page views or whatever that is specific to what he's already designed. Correct. Yes. All right. Yeah. And then I meanwhile gonna go. Speaker 2 00:04:20 And you know, start mapping out sort of how he's going to be testing on this the rest of the the month. But I think your plan after tomorrow, and if you feel like he's getting a little more acclimated and comfortable, are we going to try him to do a build and to try and you to do okay? Yeah, just so he can yeah. Okay, good. Yes. Okay. Speaker 1 00:04:47 Um, you and I never talked about an SOW for this one or a quote or anything like that. Speaker 2 00:04:55 You need to do an SOW. You can you can send me one. Speaker 1 00:04:59 I'm gonna add my hours onto the cloud project because that's much easier for you guys. Um, at this yeah, at this point because this is part of training cloud. So it is. Yeah. So that's that's how I'm gonna word it to Anzor if he asks. This is all part of training you guys to. Do your own stuff through Claude, and I'm just going to add about five more hours to the quote. But you're assigned. Okay. Cool. Perfect. Speaker 2 00:05:26 Like I say, I think it'll be much clearer if he's you're walking him through, he's doing it himself. Yes. His app. It's so then, and we're going to test out how the the build process goes with that, and then you know, and then as soon as he feels comfortable, then we can start actually. Testing the platform, and you know he'll then have to make little changes and tweaks as we go. Yes. Yes. Okay. Good. All right. Thank you for. Okay. You're welcome. Talk to you soon. Okay. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=adf511bb-76d7-4c81-b8b2-989f6c86a59d&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODkwMTgxOSJ9.CgoKBHNuaWQSAjY0EgsIvsex0ef7xj8QBRoNNDQuMjIxLjQ3LjEyOCosMFZwUk90N0xzUWRtbkNOdTJsU2dhNVMyMm52UmVOdzl4eVI5RHptYTVyST0wmgE4AUIQojlNFr3gAAAgBaboATHHAEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.VvAh5xQzZvr_kJich_xMcZcvtu4DeP9S1yYBfUwF6aI&ApiVersion=2.0	Processed▾	Add approximately 5 hours to the existing Claude project quoteSchedule 1.5-hour technical session for September 9 at 10:30 AM Christi's timeSend GitHub invitation to Evan's colleague via Teams+1	✓	Client Work▾	Westwood Financial	907522 (0.12h, tkt 948536 board 80 vCIO, Westwood Financial, Senior Engineer(5)/workType 42 Infra Support-REMOTE, agreement 170, Billable) - logged 2026-09-09 EOD sweep. 9/8 13:03-13:10 PDT.	Ticket 948536, time entry 907522 (status toggled Scheduled Remote -> Working Issue Now -> restored to Scheduled Remote). Non-confidential. CLIENT VERIFIED FROM CONTENT: Evan Reiss by name, the phrase "outside of Westfin", and Brett Johnston agreeing the hours roll onto the existing Westwood Claude/cloud project quote. NOTE: the first POST returned the known insecure-redirect client error but the entry WAS created server-side; the idempotency pre-check caught it on rerun and prevented a duplicate. Verified exactly 1 entry exists.	—	—	✓
Case Study: Shared Responsibility Plan Review for Tina	 Suzhou, a social worker from the Department of Children and Family Services, convened a meeting with foster mother Carrie, foster youth Tina, and Tina's grandmother to review Tina's Shared Responsibility Plan (SRP). The meeting focused on establishing a supportive environment for Tina and her baby, Bailey. ## Meeting Simulation: Placement and Care Concerns The simulated case meeting addressed placement preferences and caregiving challenges: - **Placement Decision**: Tina requested to move in with her grandparents, stating she would be happier there and that her grandmother has extensive caregiving experience. Her grandmother declined, explaining that she and her husband ("Gramps") are too ill, face frequent hospitalizations, and already have Ben (Bailey's father) living with them. The grandmother urged Tina to stay with Carrie to prevent being sent back to a group home and having Bailey placed elsewhere. It was confirmed that Tina will remain at Carrie's home for now. - **Tina's Caregiving Grievances**: Tina stated that she is expected to handle all caregiving duties for Bailey alone. She complained that she is not treated like a teenager, is never allowed to socialize with her friends, and is barred from having Ben visit. - **Plan Adjustment**: Carrie acknowledged Tina's concerns and proposed evaluating them systematically, starting with identifying the specific areas where Tina requires additional caregiving assistance. ## Academic Assignment and Discussion Prompts The video concluded with instructions and reflective prompts for students evaluating the case: - **Written Prompts**: Students must analyze the benefits of the SRP meeting for the caseworker, foster parent, teen parent, and grandmother. The assignment requires students to outline how the foster mother can help Tina feel like a teenager, how the foster mother can avoid assuming full parental responsibility for Bailey, whether the biological father should be integrated into the SRP, and what specific activities should be scheduled for the teen mother and her baby. - **Discussion Prompts**: Students must post responses evaluating whether the grandmother's feedback was useful or detrimental, sharing their reaction to her placement comments, and explaining whether the grandmother should be officially included in the SRP.	Sep 7, 2026	Speaker 1 00:00:02 Real world application of the learned data. Let's advance now to the video. Hi, my name is Suzhou. I am the social worker from the Department of Children and Family Services. We are here today to review the SRP. To start this meeting, can we take some time to introduce ourselves? Speaker 2 00:00:23 If you don't mind, I can go first. Hi, my name is Carrie, and I am Tina's foster mother. Speaker 3 00:00:28 I guess I will go next. I am Tina, and I live with Carrie. And to the left of me is my grandmother. Speaker 4 00:00:36 I will finish as mentioned by Tina. I am her grandmother and am here because I want to better understand how we can help her. Speaker 2 00:00:44 Okay, thanks everyone for that brief introduction. We're here to create a plan to help Tina be the best mom she can for Bailey. Speaker 1 00:00:53 I have many years of working with foster children, babies, and teens. I feel that I am just the right person to help this new program be successful. I think that this is the perfect program for Tina and Bailey. Speaker 3 00:01:08 I want to live with Granny and Gramps. I think that if we lived with Granny and Gramps, we would be happier. And Owen really understands how hard it is to care for Bailey. Granny has lots of experience. Speaker 4 00:01:22 Well, of course that would be nice, dear. And I want to have a relationship with my Bailey. She is so cute. But I don't think that me and Gramps can take care of both of you, Tina. We already have been living with us, and one of us in the hospital all of the time because we are so sick. Speaker 2 00:01:43 I think that we have already made great progress. We all agree that we want Tina to be successful with Bailey. Granny, I know that you care about Tina and Bailey, and. We want to make sure that you can be involved in their life, Tina. I know that you wanted to live with them, but you are still so fortunate to have them participating in your life. So we know that for now you will be staying with Carrie. Let's look at your SRP to see how we can help you be successful in Carrie's life. Speaker 3 00:02:12 Granny, I promise that if you let me live with you and Gramps and Ben, I will take care of Bailey. You won't have to do anything. Speaker 4 00:02:20 Tina, Gramps, and I will always be there for you and Bailey. But this is what is best for now. Please give Carrie's home a chance. We don't want you back in a group home, and Bailey placed somewhere else. Please think of what is best for Bailey. Speaker 3 00:02:36 I need more help with Bailey. You make me do everything, and you never let me go out with friends. I'm still a kid, but you treat me like I'm in prison. I never get to go out. And I never get to have Ben over, and he is Bailey's father. Tina, Speaker 2 00:02:54 I'm glad that you are sharing your thoughts and concerns. That is exactly the purpose of this meeting — to address these concerns and come up with a plan that everyone can agree to. Let's look at each of your concerns one at a time. How do you need more help with Bailey. Speaker 5 00:03:08 During this time, you may reference all the materials provided up to this point. This assignment is designed to help you reflect on your unique role, balance boundaries. And celebrate the growth of your foster teen as a young parent. Please read the prompts that follow and write. Speaker 6 00:03:25 Discuss the benefits of this meeting for the following: a, the CSW, b, the foster parent, c, the parenting teen, d, the grandmother. Two. How would you address the foster youth teen parents' concerns? A. How will the foster mom ensure the youth still feels like a teenager slash young adult and not just a parent? B. How will the foster mom assure she does not assume the full parental responsibilities of the baby? C. Should the baby's biological dad be included in the SRP? C. What activities should be included for the teen mom and her baby in the SRP. Speaker 5 00:04:05 Now let's engage in a discussion. Did you find the grandmother's presence and feedback useful, or did her feedback further set back the young parent? How did you react to grandmother's comments about her grandchild's placement? Do you believe that the grandmother should be included in SRP? Explain your response. To post your response, proceed to the discussion. This concludes your video. Your timeline to complete this assignment.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=442e7b35-c063-4448-b57b-0fa5eb28ccf4&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODc5MjA2NiJ9.CgoKBHNuaWQSAjY0EgsIhO-vr_a7xj8QBRoMMTMuMjIxLjU4LjUyKixKeHdpT1NaNGFBazNvVmJEcFlkM2h0M0M0ZFdzdGVEUXc4MEs0dVM5MGFrPTCaATgBQhCiOORrdfAAACAFrKK2nd37ShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.Fnq81VntImmMq-rTVoCjUGNEJKZYChkLeyUcG_4pOnM&ApiVersion=2.0	Processed▾	—	✓	Foster Care / Kids▾	—	n/a - non-CW type	—	—	—	✓
09-03 Lecture: Introduction to Artificial Intelligence Basics	Date Time: 2026-09-03 08:58:03 Location: [Insert Location] Instructor: Chris Brown / Christi ## Summary This lecture series, led by Christi (Chris Brown) from Crimson IT, serves as an introductory training on the basics of Artificial Intelligence for the Coatsen team. The sessions demystify AI, explaining that tools like Microsoft Copilot, ChatGPT, and Claude are Large Language Models (LLMs) that predict responses based on patterns from vast amounts of text. The instructor emphasizes that AI is not a thinking entity but a capable tool, best thought of as a "very capable intern" that is smart and fast but requires its work to be reviewed for accuracy, as the user is ultimately accountable for the final output. The training covers the core principles for using AI safely and effectively: giving it context, checking its work, and protecting sensitive data. It highlights AI's strengths in word-based tasks like summarizing, rewriting, and organizing, while warning of its limitations, including factual incorrectness ("hallucinations") and inherent biases. A key focus is on "prompting"—the art of giving AI clear instructions—using a four-part framework (Role, Task, Context, Format). The sessions distinguish between the secure, enterprise-level Microsoft Copilot for work and insecure personal AI tools, detailing strict data protection protocols for sensitive Foundation information. Finally, the training looks toward the future of AI, noting its evolution from assistants to agents and stressing that human judgment will become even more valuable. ## Knowledge Points ### 1. Training Introduction and AI Fundamentals - **Welcome and Ground Rules:** The training, led by Christi from Crimson IT, is recorded and materials will be shared. The goal is to provide a foundational understanding of AI tools, their capabilities, and safe usage at work. Participants are encouraged to use Microsoft Teams features like Q&A, "raise hand," and reactions for engagement. - **Coatsen's AI Policy and Tools:** The training aligns with Coatsen's draft AI usage policy. The primary, secure tool for the organization is Microsoft Copilot, which is integrated into the Microsoft 365 environment and may use models like ChatGPT and Claude on the backend. Everyone should have a Copilot license, which unlocks the tool automatically. - **Training Agenda:** The sessions are divided into foundational concepts and hands-on application. The agenda covers what AI is, why it makes mistakes, the art of "prompting," data protection, the future of AI, and a dedicated Q&A. - **Three Fundamental Rules for Using AI:** 1. **Give it context:** Provide sufficient background information for a relevant response. 2. **Check its work:** Always review AI output for accuracy. 3. **Protect the data:** Be mindful of what information is shared with AI tools. - **The "Capable Intern" Analogy:** A helpful mental model for AI is to think of it as a smart, fast intern whose work is impressive but must be supervised and reviewed before being finalized. ### 2. Core Concepts: AI Capabilities, Limitations, and Biases - **AI as a Reasoning Assistant, Not a Source of Truth:** AI is skilled at predicting based on patterns but can be factually incorrect and is prone to "hallucinating" (inventing) answers with confidence when it lacks data. It is a reasoning tool, not an infallible source. - **Strengths and Best Use Cases:** AI excels at word-based tasks like: - **Drafting and Rewriting:** Creating first drafts (getting you ~70% of the way), tightening up rough text, and adapting content for a specific audience or tone. - **Summarizing and Explaining:** Condensing long documents and explaining concepts in a specified style. - **Organizing Information:** Structuring messy notes or transcribed thoughts. - **Overcoming Writer's Block:** Generating a starting point by providing themes and context. - **Context Dependency:** AI's knowledge is limited to the information it is given. To get factual answers about the Coatsen Foundation, it must be provided with specific source documents (e.g., an expense policy). Without a source, its answers are unreliable. - **Inherent Bias:** AI is described as "very whitewashed" due to the data it's trained on. Users must be aware of this and actively challenge it to counteract bias in the output. ### 3. The Art of AI Prompting - **Definition:** Prompting is the act of giving an AI clear instructions, including context, desired output, guardrails, and topics to exclude. - **Four-Part Framework for Effective Prompting:** 1. **Role or Perspective:** Instruct the AI to adopt a persona (e.g., "Act as the executive director of Coatsen"). 2. **Task:** Clearly state the action (e.g., summarize, rewrite, draft, compare). 3. **Context:** Provide crucial background information, including the audience, prior history (email threads, documents), and constraints (e.g., "don't make up anything you're not sure of"). This is the most important element. 4. **Format:** Define the output structure (e.g., "under 150 words," "a table," "three short paragraphs," "in plain language"). - **Best Practices:** Be specific, provide ample context, and challenge the AI rather than just asking for validation (e.g., ask it to "find flaws" or "argue with you" instead of "is this a good email?"). ### 4. Data Protection and User Accountability - **Distinguish Between Work and Personal AI:** - **Work AI (Microsoft Copilot):** Secure for Foundation use. Data entered stays within the organization's secure Microsoft "tenancy" and is not used to train Microsoft's models. It respects existing user permissions. - **Personal AI (Free ChatGPT, Claude, etc.):** **Never** use for Foundation information. Data like student records, personnel info, financial data, and confidential notes are strictly prohibited. - **You Own the Output:** The user is always accountable for content created with AI. "AI wrote it" is not an excuse for errors. You are responsible for verifying accuracy and ensuring information is shared appropriately. - **Supervising AI:** A good AI user acts like a good supervisor by giving clear instructions, providing context, reviewing work, correcting mistakes, protecting confidential information, and knowing when to escalate. ### 5. The Future of AI and Team Concerns - **Evolution of AI:** AI is rapidly evolving from assistants into proactive "agents" and becoming more deeply integrated into everyday workplace tools (Outlook, Teams, Word, Excel). - **The Value of Human Judgment:** As AI becomes more widespread, human judgment becomes more valuable. Humans are needed to know what "good" looks like, recognize errors, and provide accountability, which AI lacks. AI will free up time from repetitive tasks for more important, relationship-focused work. - **User Data Privacy:** Within the enterprise Microsoft Copilot, administrators cannot see the content of user chats or prompts. They can only see aggregate data on which users are using AI and in which applications. - **Team Concerns and Discussion:** - **Accuracy and Ethics (Julie, Kamya):** Concerns were raised about factual accuracy, bias, and the questionable practices of AI-producing companies. - **Environmental and Community Impact (Tyler, Jody):** Participants expressed concern over the environmental impact of data centers, the lack of regulation, and the inauthentic feel of AI-generated communication. - **Instructor's Response:** The instructor encouraged in-depth research on company practices and confirmed that the training would cover how to make AI-generated text sound authentic by using it as a first draft and refining it. ## Questions - [Insert Question/Confusion] ## Assignments - [ ] 1. Review the company’s draft AI usage policy. - [ ] 2. Practice creating strong AI prompts using the four-part framework: Role, Task, Context, and Format. - [ ] 3. For practice, take a non-sensitive document you have written and ask AI to make it shorter, clearer, or more direct, then compare the versions. - [ ] 4. Be mindful not to use personal AI accounts (ChatGPT, Claude, etc.) for any Foundation-related data. - [ ] 5. Before the next session, send any questions and a non-confidential document (for use as a hands-on example) to Christi. - [ ] 6. Prepare for the hands-on session on September 4, 2026, which will cover AI applications in Outlook, Teams, Word, and Excel.	Sep 3, 2026	Speaker 1 00:00:08 Good Morning, Speaker 2 00:00:09 Vivian. Good morning. Can you hear me? Speaker 1 00:00:12 I can hear you. Speaker 2 00:00:14 Oh, excellent. Can you see me? Speaker 1 00:00:16 I cannot see you, but I am not as worried about seeing you right now. Just making sure you can hear me. Speaker 2 00:00:25 You don't want to see me this early in the morning. I covered up. I covered up my camera. So, great. I'm just making. Sure, I don't want to scare anybody. Speaker 1 00:00:35 No worries, you're all good. Speaker 3 00:00:37 Thank you. Speaker 3 00:01:25 Good morning, Speaker 4 00:01:25 Holly. You are muted. I was on mute. Good morning, Christi. Good morning, Viv. Speaker 2 00:01:34 Good morning. Yay! I got my um, my uh audio all taken care of now. Speaker 4 00:01:43 Thanks, boy. Speaker 1 00:01:44 Good. Yeah. Uh, so just fair warning, I'll come on camera in a moment. I'm trying to finish up some things this morning. Traffic was a little crazy, so. I am trying to get everything pulled up real quick, and I have a bunch for you guys today. But we're going to go through a little bit of everything. My PowerPoint has decided to crash on me every time I try to open it. So just a heads up, I may start without my PowerPoint just because I have it memorized. Speaker 1 00:02:20 But I am going to turn on. Question and answers have been turned on, and I'm going to go over everything with you guys in a moment on how that looks, and we will get started momentarily. I'm going to wait for everybody to jump on. I'm going to get ever give everyone three minutes before I start. So just be aware that I am going while I'm waiting for everything to come up. There was some internet outage issues yesterday. I don't know if it. Any of you guys heard about that in downtown LA? So it came up overnight, and now I'm able to get back into most of my stuff. I'm just waiting on my PowerPoint to come up. So, but I think with everything else, we will be good. I'm also going to be sharing out my Teams. Speaker 1 00:03:16 So that you guys can see some stuff in that, because Claude—I mean, not Claude, Copilot—is in in Teams, so I'm going to show you guys some things with that. But we're actually going to go over the basics of AI today. Once we get started, so those of you guys who are joining in right now, I'm giving everybody two more minutes. We're going to start at 9:03, and then we're going to go through a few other things. Speaker 1 00:03:46 But today is all about the basics. Speaker 3 00:04:18 Good morning. Speaker 1 00:04:36 All right, I want to give you guys another 60 seconds, but first I'm trying to get my PowerPoint pulled up for you. It's just being a little wonky. Speaker 1 00:04:60 And for those of you guys who did not know, Microsoft had some outages yesterday. In addition to everything else we had going on, with the internet outages. Speaker 1 00:05:39 All right, it is 9:03. I am going to let you guys decide who wants your cameras on and who doesn't. I am going to turn my camera on, but please understand I have not drank coffee in two days for any other reason other than I just did not want to drink coffee, and I haven't had a chance to stock up, back up on coffee. So, but so if you guys, if I look a little tired, just ignore me. I promise you, I'm wide awake and ready to go. We are going to. I'm going to share my screen, and that way you guys can see the PowerPoint presentation and everything else we have going on. But I do want to make sure that you are aware of a few things. We are going to go over AI basics. So I am going to talk a lot about the basics of AI, and these are tools. What we're going to discuss is things that you're going to be able to use not just within Coatsen, but also within your everyday life. For those of you guys who like AI. Speaker 1 00:06:36 And I will be doing some questions and answers. But first, for those of you guys who have never met me, my name is Chris Brown. I'm the CIO with Crimson IT, and I've worked with the Coatsen team now for almost five years. This is my fifth year month with Crimson IT. So, I and I just realized that yesterday. Time flies when you're having fun. So I've been working with you guys now for almost five years, or working behind the scenes. So some of you guys have never met me, but I'm really happy to be here and teaching you guys a lot about AI basics. And so I want to go over some ground rules and housekeeping rules before we dive in. One, the session is being recorded. Speaker 1 00:07:23 So anyone who can't attend or gets distracted, like I normally do when I'm listening on training, you can catch up with the recordings later on, and I will be sending those over so that you guys can view them, along with a summary and meeting notes that I'm going to be sending out, along with each of your questions and answers, each of your questions and the answers to those questions. Just a quick heads up on this. I am going to show you my Microsoft Teams window. I do have the facilitator turned on, so if you look in chat, she has introduced herself. I do call her a she. You can call her a he, they, them, whatever you want to call them. I did not put in the agenda to this, so just a quick heads up on that. Speaker 1 00:08:09 Up here, right where it says Q and A, if you click on that, you'll be able to ask questions, and we will table those questions for after everything is over with. So, to add a question, you're going to say Create Post, and then you are going to type in your question and hit Post. And then once I am done with the training, I will actually answer those questions. However, if you have a question that's a little bit more important and you want. And it needs to be answered right away. You're going to use this raise hand feature right here. Now, if you've joined me for other trainings in the past, you know that I do like to see reactions, and I do want to make sure that everybody is, you know, just engaged, things like that. I do understand you might get phone calls during training. That's quite all right. That's why I'm leaving it up to you if you want to be on camera or not. Speaker 1 00:09:04 So you can react here if you click on that thumbs up, heart emoji, applause, laugh, and surprise. Every now and then I do might do a pop quiz and I'll ask you to react for your answer so that I can see it. Now I do have this training set to speaker mode. However, if you click on view, you can change it to gallery. I do it in speaker mode for when I don't. When I don't share my screen, so that you guys can can focus on things like that. Now, if you have Copilot turned on, you do have a Copilot button in here where you can ask it a couple of questions. We're actually going to go into this a little bit more in depth tomorrow, but you do have the Copilot button here, and you can ask questions of the system and get answers. So, be aware of that. Now. Speaker 1 00:09:58 One thing that I do make sure that I tell everyone is there is no such thing as a dumb question. I have been working in IT over 25 years. I have heard every question under the book. I have seen the broad spectrum of all things IT people can see. There is a reason I have a great job, and that is because people like you keep my life interesting. And trust me. I love all the questions. I absolutely adore when people ask questions and they want to learn because it just makes my life easier when I get to teach you guys cool stuff in IT. And so that's been one of my favorite parts about being in IT for so long. All right. And any again, any questions you have, please ask them. If I go too fast, please raise your hand and let me know. Sometimes I do go a little bit fast. Speaker 1 00:10:53 And in that case, then you just need to have me slow down. And if you don't see a copilot button up there, it might just be because of how my teams look is set up. We do have it. We do have certain features turned off, but it keeps changing. So if you don't see a copilot button up there right now, don't worry about it. That is actually something on the Crimson side where the transcripts are not fully shared. Sometimes it does, and sometimes it doesn't. So. Just a quick heads up on that. And there's a something I want to be upfront about with you guys from the start. Coatsen has done everything right. You have a draft AI usage policy. I believe has been shared out. We are going to reference that today throughout this. I may not call it out specifically, but a lot of what I'm training is in that AI policy. So just be aware of that. Speaker 1 00:11:50 And then the specific tools that Coatsen is going to have access to is Microsoft Copilot, which works right inside your existing Microsoft 365 environment. And quick heads up on that part: some of you, I know, prefer using Google for certain things, and that's quite all right. Microsoft Copilot will still work for you; it just won't be in the Google applications. So be aware of that, and we'll actually cover that a little bit more tomorrow about the applications themselves. All right, and then I'm going to briefly show you a few for today for AI basics. I may show you a little bit of other types of AI just so that you can see it. But at this moment, Coatsen is using Microsoft Copilot. The reason I am going to show you others is because within Copilot, you'll have access to other models that are the backbones to those. Is ChatGPT and Claude. Speaker 1 00:12:47 So we'll go through a little bit of that as well. So again, no wrong questions. This is a judgment free zone. If you're wondering it, someone on our team has already thought of it as well. Sorry, my my mouse is a little happy scrolling. Please interrupt me if something is confusing. Stop me or if I'm going too fast. Today you don't need your laptops. There's no hands on. It's going to be all about how AI works. A lot of the hands-on stuff that we're working on is going to come tomorrow. And then another thing we're going to cover is privacy. First, we'll cover what's safe to put in AI tools and what stays out, and we're using your own AI policy to determine that. Okay? Any questions before we get in today? Speaker 1 00:13:47 All right. On today's agenda, we're going to talk about what AI actually is, without the hype. Why it gets things wrong. We're going to talk about prompting, the and that's the part that actually changes everything. We're going to talk about how you're going to protect data, what goes in, what never should go in, and why, where things are going with an AI, and then we'll look at questions and answers towards the end. Again, I did not put the agenda into the Teams meeting specifically because it tries to time me, and I wanted to allow for various times. Even though I do have time on here, this is a guideline, not an absolute. Okay. Now, three things to remember. Speaker 1 00:14:29 And if you leave with only these three, you're ahead of most people that is using AI at work today. Okay, the three things is give it context, check its work, and protect the data. Now, heads up, today is not about turning anyone into an AI expert. It's about understanding what these tools are good at, where they fail, and how to use them safely and effectively at work. So if someone raises the job question and you're wondering like, hey, AI is coming, it's going to take over my job, I will honestly tell you that's not going to happen. There's multiple reasons for that. Okay, now AI tools. I'm going to be very honest with that. Claude, Copilot, ChatGPT, Perplexity, these are what we call large language models. Okay. Speaker 1 00:15:26 Think of them as extremely well-read assistants or interns. Okay, they've been trained on enormous amounts of text, books, articles, websites, documentation, and they're really good at predicting what a useful, coherent, even response is going to look like given a question or a prompt. Now, it's not magic. Okay, they don't think the way people do. They can't browse your files on their own. They can't take actions without you asking, and they can make mistakes. Okay, the mental model that I tell people that I find most helpful is think of AI like a very capable intern. It's smart because most interns they're smart or they would not be interns. They're fast, okay, and often impressive. But you gotta review their work before it goes out the door. Speaker 1 00:16:20 And if any of you guys have any of you guys, and show of hands, how many of you have ever been an intern before. Speaker 1 00:16:31 Nobody? Okay, I've been an intern. All right, Julie has been an intern. I made a serious mistake on my first internship. I had three internships in the course of my career. Casey's been an intern, great. Student teachers, yes, 100% fall in this category. When I was an intern, my very first internship was with CBS, working in their news studio. And I accidentally took the CBS van down a road that I should not have done, trying to get to the story with the with the reporter I was with. So we do make mistakes, and we think that we are beyond making mistakes. I tried to get out of a ticket because I was going down the wrong way on a road, and the sheriff's department did not look favorably on that. Speaker 1 00:17:19 I was also 19. So interns make mistakes. We're not perfect. We were not perfect when we were younger interns. We're not perfect when we got into the job market. We often make mistakes. And even my interns now, I watch what they do. I review their work. Often, I don't let them call you guys to troubleshoot or work on things until I know that they are capable of handling it. And that's what you got to treat AI as. Now. I'm gonna strip away the mystique of it. So you're gonna see a lot of buzzwords in here: large language models, generative AI, things like that. It's not. When I first heard these this language, I thought this is gonna be scary. It's not really scary. AI basically learned patterns from enormous amounts of text. That's all it is, and they became really good at generating what is gonna be said next. Speaker 1 00:18:18 So if I say apple, what is the next? Holly, I'm going to call on you. Holly, if I say apple, what does your mind go to next. Speaker 4 00:18:26 I'm not sure what you mean. Speaker 1 00:18:32 If a kid was to come to you and say apple, what is your next thought. Speaker 4 00:18:37 Why is this kid talking to me about apples? Speaker 1 00:18:43 Yes, that would be my next thought. And if they just come to you and say apple. What AI is going to say is something completely different. They're going to be like, "Oh, you want me to give you how an apple is made up?" And the kid might just be asking you for an apple. So they're really good at trying to predict, but that prediction is going to be wrong. And so be aware of that. And it's going to sound very intelligent, and it's going to sound so intelligent you think it's capable, and you take it at its word. Okay. Speaker 1 00:19:16 But there's one, there's a difference between being intellectual and being factual. So think of it as a assistant that's really good at reasoning, but not the source of truth. So what does that mean for Coatsen? It doesn't know you that well. It does not know who you are. It does not know your schools. It does not know your mentors or your calendar or anything else about your foundation unless you give it the information. Okay, so everything it knows about your work, it's gonna it it's the information you gave it. Now, when we're talking about Copilot, Copilot is part of the Microsoft ecosystem. It will have access to your data. Speaker 1 00:20:02 But what is the difference between your data within your organization and what it sees on the internet? I'm not going to ask anybody answer that, but I'm going to tell you the answer to that. The data that's in your systems right now is data that you wrote, your letters that you send out, your files, your presentations, your the different things you write and give to your clients or your schools or the teachers you work with. It's all things you wrote. And so when AI actually starts to understand your organization and it starts reading through all of that, it's going to predict everything that you're going to say next based off the patterns it found out about you within your documents. Okay? Now, still not going to always be factual. You still want to double check everything. Okay? Now, what does that mean for you guys? And this is where AI is really, really good. Speaker 1 00:20:59 It's really good at anywhere the job involves words. Okay, it it's really good at. Sorry, I was about to say it's really good at a first pass at an email to anybody you're sending an email to. It's going to get you 70% of the way there, and I do tell people 70% of the way there, you have to do the other 30%. And the reason for this is you got to make the judgment calls. AI is not good at judgment. Now, it's also really good at summarizing. If you take a long report, and I did a 46 page report not long ago, and you give it to AI and say, "Give me a summary," it's going to summarize. It's really good at summarizing. It's also really good at rewriting. You give it a rough draft of something you already wrote, and you tell it to tighten it up. Speaker 1 00:21:55 Or if you wrote it, and this something I have to do often, if I write something and I'm like, wait, this starting to sound passive aggressive, or this starting to sound too technical, or it's not built for the right audience, I give it to AI and say, here's my audience, rewrite this for my audience, and it will. It's really good at doing that. I will still go back in and re-edit it. Okay. It's also really good at explaining, and this goes back to thinking about your audience. Okay, if you have a coaching style that you have created because you've worked with people long enough, AI doesn't know how that is, but you can feed it that information and say, "Hey, this is how I talk to people. I want you to take this document and explain it in the way that I talk to people," and it's really good at doing that. Okay. Speaker 1 00:22:51 It's also very, very good at organizing. I tell people all the time, AI has OCD on steroids because it's really good at making organization. So if you've got messy notes, or for me, when I drive home, if I'm thinking through things while I'm driving, I have a little recorder, and that's what I'm holding up in my hand. I will record my thoughts that are in my head, upload them, and have AI organize my notes into. Whatever I need it to organize it into. Okay. The very last thing I want to point out, there's a lot more to this, but I wanted to give you guys six items. It's very good at getting you past the blank page. So if you're giving it themes, and everything I have on here on this presentation is examples, but if you're giving it a theme or you're giving it context of something, but you're got writer's block, it's going to get you past. Speaker 1 00:23:50 That writer's block, and it's going to get you started. Okay, so this where AI is very, very good. This where I tell people, hey, this your highest value way of utilizing AI. Okay, now, be aware, the model itself is not a database, and when I'm talking about model, I'm talking about Copilot, or I'm talking about ChatGPT, or Perplexity, or Grok. I can never pronounce that one right. So itself, it's not a database, and it's not going to have all the information unless it's in your systems. Okay, so if I say, "What's Coatsen mileage reimbursement rate for school visits?", if it's never seen your expensory policy, it's got no way to answer this, but it's still going to try to answer, and it's going to sound confident. So be aware, if it doesn't have access, it's going to still try to make things up. Speaker 1 00:24:49 All right. Now, if you say, "Hey, according to this expense policy," and you tell it where that expense policy is, then it's got a source and it's got something you can check the answer against. And then nine times out of ten, it's going to be factual and correct. So make sure you give it a source when you're talking to AI. Okay. Now, AI can sometimes use tools. You can tell it. To To search existing documents that is connected to, and your AI will be connected to your Microsoft 365 files, so it will make it a lot more useful. But be aware, you're still gonna have to check it. It's still like an intern. It's still gonna get things wrong. All right. Now, another thing I want to give you guys a heads up is there is such thing as work AI versus personal AI. Now. Speaker 1 00:25:46 Work AI is Microsoft Copilot that we're setting up for you, and be aware that the one that we're setting up for you is going to have access to the Foundation's databases, digital items, not all databases, but data that's within your SharePoint, Teams, your OneDrive, things like that. Okay, it is a proof to look at that data. Now, a free personal account. For Copilot, which if you're using it, you're not going to be using it on a Foundation computer. But if you've got a free account on that, on ChatGPT, Perplexity, Claude, don't use it for Foundation information. Do not put organizational information in there. Don't put information about your schools, your mentors, people that work. Do not do that because it is not secure. Okay? Speaker 1 00:26:45 And we're going to get into a little bit of this a little bit later, but I do I'm going to reiterate this a couple times. Do not use personal AI for foundation data. Okay. Now the next item, why AI gets things wrong. It's not reliable. It's not reliable. There are some things it does really good, but if it cannot find the data itself, it's going to make up specifics. So be aware of that, and you're going to watch for that when you're doing, when you're going through and doing things like this. All right. Now, it's going to make up specifics. If it cannot find something, it is going to invent an answer, and it's going to sound very, very confident. So if it can't find names and dates, it's going to make up names and dates. If it can't find dollar amounts and statistics, it's going to make up dollar amounts and statistics. Speaker 1 00:27:41 A very prime example is with Kamya, and I use this example every training that Kamya is in because it's it's a really good example. Several weeks ago, I I know two Kamya's, I know y'all's Kamya, and I have a good friend of mine named Kamya. Entirely different things, and so my AI was helping me draft emails and different things like that. And because in my database and in my contacts, I have both Kamya's, it. Got the wrong Kamya out of the system and gave it the wrong last name, and I didn't think about it. I did not see it because I'm human. I'm not perfect, and I sent Kamya an email with the wrong last name, but with the right email address, and it was kind of embarrassing because AI helped me write it, and then even though I went back to check, because it was Kamya that I knew last name I knew. Speaker 1 00:28:36 I didn't realize until after it got pointed out to me that I used the wrong last name, and and that's on me because AI was not right. It had two sources of information, it picked one because I didn't spell out which one, and then it ran with it. And then I didn't notice it because I'm used to talking to both Kamya's, especially given the fact that Kamya is not a name that you hear often within the states. So, just as it's up for you guys, I'm definitely not perfect. So, it will be reliably wrong. Okay. Now, it will agree with your premise. Is this a good email? It's going to say yes. It is a people pleaser, and some AI tools are more people pleasing than others. Okay. So, argue with AI. Speaker 1 00:29:35 I tell people all the time the very last bullet in the in the middle box it it says give it permission to challenge not to validate, ask it to argue with you, ask it to validate your information. Don't say is this a good email? Ask it to look over the email and tell you what can be changed, what needs to be made better. How does the language sound? How does it read? I often will tell AI I need you to write this draft, talking. To someone, not at them, okay. And then, very last block on here, it can't use context it does not have, okay. So if you say if you say to AI, tell everyone about the change, but you don't tell it who the change is, what the change is, who is everybody, when, where, why, it can't. It's not going to know. And we're going to actually, I'm going to actually show you that in practice later today, or later in this meeting. Speaker 1 00:30:35 So bear with me on that. I know that this is a lot of information I'm throwing at you, but we are going to take a break and actually do some hands-on things in a moment. Does not require your computer. It's going to be a talking session. Very one thing that I don't have on this section is, and I'm and I'm going to word it in a certain way, so you guys might laugh at me. AI is very whitewashed. I say that knowing that there's been vast amounts of studies on AI, and it is very whitewashed. So you will need to challenge it in that area. So be aware of that, okay? Now, before we go into the next section on how the on you owning the data, I want to get your thoughts. Speaker 1 00:31:30 Give me, and anyone can go. This is going to be an open conversation. Give me your thoughts and your concerns on AI, and feel free to unmute yourself. And I will call on people. Okay, every single person but Vivian is muted, so. If you're trying to talk, we're not going to hear you. Julie, any thoughts and concerns on AI? What are your biggest concerns. Speaker 5 00:32:10 You know, I just think the accuracy, like you were talking about, is my biggest concern, and and being careful about what it gives me and, Making sure there's a human perspective, not just for factual accuracy, but also kind of bias and ethics and all those kinds of things that I that I just keep in mind that it always is going to take a human eye. Speaker 1 00:32:43 Yeah, 100% agree with you. I'm gonna actually stop sharing my screen for a moment. Kamya, you've actually shared some really good thoughts lately on this. Can you give me some thoughts you have about AI and give it to the entire team. Speaker 6 00:32:57 Well, thank you, Christi, for your use of the word " good." So I'm not sure if my comments are always good, but one of the concerns that keeps popping up in my mind about AI is. Outside of what it can do technologically, all the resources and all the all the powers behind those who are offering these AI products, and the abuses that it seems that they are having of our environment, of just. Speaker 6 00:33:49 Financially, so these are things that it almost seems like, oh, here's a great product, but the producers are very questionable. So, so that's that's what comes to my mind frequently about AI. Speaker 1 00:34:07 Yeah, I 100% I agree with those. And those are some really, really valid points. And I will say there's a lot of good information out there and a lot of misinformation that's going to play into things. So be aware of that. All right. I'm going to call on somebody, Tyler. I know that you've worked a lot with the AI with everything we've been working on. Give me your thoughts and concerns. Speaker 7 00:34:44 I'm not a huge fan of some of the companies that are offering these AI products, especially with the industry not being very regulated. There's a lot of question about how these AI centers prop up in communities and poor communities. By by using these products, sometimes you feel like you're tacitly supporting kind of this infrastructure that's being built out across America that is just. It's it's harming a lot of people. Yeah, this is my my perspective. I I understand the the benefits of using AI in theory. It's just dealing with a lot of these larger AI companies, like Kamya was saying, that they have questionable practices. Speaker 1 00:35:29 Yes, let's actually quickly discuss that. I don't want to spend too much time on it. Um, one of the things I tell my girls, um, and all of you guys know that well, not all of you guys, but a lot of you know that I'm a foster parent. I only foster teenage. Teenagers and non-minor dependents. So when I get kids in and we get into, we do get into a lot of discussion about, you know, you know what is popular news and what's right and what's wrong and you know where stances are. We do a lot of that conversations. One thing I tell my kids is make sure you do your research, make sure that you do a neutral research on all of that. And the reason why I state this is when you're looking at AI companies. Speaker 1 00:36:13 Make sure that you you're just not reading the surface news, and you dig into what are their best practices, what are what are the things that they're looking at, where do they stand on items such as environmental items, and how how and where the data centers are opening up, and is this a good piece for it? If it's not, because I will I will be fair, not all the news we get is accurate. A lot of times, people want that wow factor, and so they're going to write something and omit a lot of of something we should know in favor of shock and awe to get people to actually read what they're working on. Does that make sense? Now, throw a thumbs up if that makes sense to you guys, because I'm going to go in. I'm going to explain why I'm why I'm telling you this. Speaker 1 00:37:12 Okay, no thumbs up or my teams is running really slow. Okay, Tyler's got me. Real quickly on that topic, there is a lot of fake news out there, and there's a lot of things where where we want to take a look at what they're doing. There's a lot of companies out there that should not be opening data centers, and there's a lot of companies that have good environmental things going on. Sorry. One of my girls is with me at the office today, so if you saw a head, that's that's her. But I dig in deeply before I start using a technology, just because the environmental factors are important to me. And I will look to see, okay, what does the surface news say, and then let's dig in deeply and look at the research and the reviews. And so Tyler, what you brought up, and even what Kamya brought up, very valid statements. Speaker 1 00:38:10 And so I'm not going to get into which ones are which, but I do want you guys to go through and look at that. I especially I bring that up because one of the things that I stated earlier is AI is very whitewashed, which is very true, and that has been proven time and time again, especially given where the data is coming from that AI uses for its learning. So, be aware of that. Now, going off of that subject, anyone else have a concern or maybe even excitement about what AI is going to do for the foundation? And I am going to call on somebody in a second if no one volunteers first. All right. Speaker 1 00:39:09 Jody, are you? Is there anything about AI that you're excited or even concerned about. Speaker 8 00:39:15 I think I would second mostly what Tyler and Kamya mentioned. I'm concerned about the environmental impact. I would also tag on what Julie said. You know, sometimes I receive emails and. The way they read, it feels like they're AI generated. Of course, I don't know if they are or not, but I've definitely experienced that, and I don't want anyone to experience that from me. Speaker 1 00:39:49 Yes. And tomorrow, we are actually going to go over that. How to like, we're going to go over a little bit today on that, but we're also going to go over why it's important to let AI only do the first draft. And how to make AI sound like you? We are going to go over that because yes, you're 100% right. I can, in the last two three years that I have deep dived into AI, I can tell you almost with some certainty who used AI to write what and did not change their first draft, and that's more common. Just like you said, Jody, it is something that's pretty. It's pretty common and. Speaker 1 00:40:30 If you if you don't know what to watch for, you're gonna sit there and and look at and be like, I think AI wrote this. And there's also some tools out there that will help you catch AI drafted items. So be aware of that. And if you guys need to know what those tools are, I'll get you a list of them. I I do use a couple, but I can get you a full list later on. So just a heads up. All right. Um. So next part we're going to talk about is you owning the output. Which falls in line with what Jody just said. You know, people using AI to write things, and it's very apparent. Now, for a while, people stated AI wrote it, and to them, that was perfectly fine to say. But heads up, it's it's not a quality control process, and it is about you. If your name is on an email or a report or an update. Speaker 1 00:41:28 Anything you're accountable for creating, you're accountable for it, not what you use to create it. I I went in a very younger me who was a hot head and you know still sometimes a hot head. I relied on a report and didn't factually check the report to make sure it was the correct report, make sure it was the correct data, way before AI, years ago. Okay, and I. I got things wrong, and I blamed it on the report. And my boss at the time, luckily, had caught it all before it went to shareholders, and said, "Hey, you can't do that. You're responsible. Your name is on this report. You're responsible for how it looks." And this is the same thing with AI. So you can't use the the excuse, "AI wrote it." You're accountable for it. If you if you write something and your name is on it, you're accountable for it. Now. Speaker 1 00:42:27 How do we make the output better in the first place? First off, it's an information problem. The AI never had what it needed to fully get you what you need. So fix it. Give it a source. Give it an audience. Give it a history. Give it context. Okay. And then second, verification. Check it before it goes out. Read it the way you'd read a colleague's first draft. If you're writing something in Microsoft Word, I'm going to show you this real quick. By the way, everybody can see my screen, right? Okay. Um, if you're in here and you you wrote a document within Word, you can actually have it, you can dictate to it, but you can also have it read back to you. Um, I did change around my screen, but there is an option up here. Um. Speaker 1 00:43:24 Where you can have it read things back to you, and Microsoft Word does a really good job of reading it back. Speaker 7 00:43:30 Okay. Yeah. So you. Speaker 1 00:43:33 Can have it read it back. Another thing I tell my kiddos is read it out loud. If you write something, read it out loud and see how it sounds to you. And if you if you ask any of my coworkers or anybody that shares an office with me or down the because I have my own office, but anyone who shares a wall with you. I'm constantly talking to myself because I'm reading something out loud, or I'm dictating. Totally separate conversation. And I will see, does this sound right? Okay. Now, one thing I do not do very well is I don't read my PowerPoint here because I have a whole different script that I talk through, and I have everything written out on my script. So sometimes I will miss something here, but I use Quillbot. Speaker 1 00:44:21 Quillbot is a tool that I told you guys about. Quillbot's really good at checking my grammar and similar things like that. It's also a really good AI detection tool. So I will use Quillbot at times to, you know, rewrite something, make sure my grammar's correct, make sure it reads correctly. All right, and that's a tool that you can use. Now, another thing that will help with the output is proper prompting. I'm not going to advance to the next slide, but I'm going to ask you guys. What is prompting? Does anybody know? And feel free to use the raise hand feature. Okay, so prompting is the act of giving AI a words became hard for a moment. Speaker 1 00:45:18 Giving AI the context, what the output should be, what the guardrails should be, and what not to talk about within a draft or presentation or report, things like that. All right. So be aware of that. That is prompting, and we're actually going to talk about prompting in a moment. And I will tell you, and I want to make sure that you guys are very aware of this. Prompting is going to change over time, and the reason why it changes over time is because with when when AI gets updated and new versions come out, it changes how we tell it to do something because it becomes more aware of what you're asking, and it becomes really really good at guessing what you want next. So. Speaker 1 00:46:16 Prompting. What you want to do is you want to give it a role or perspective. So you're you're going to tell it you're writing as Coatsen HR director, or you're writing this as Coatsen Co Coatsen. Sorry, words are hard. Coatsen CFO. Okay, and then you're going to tell it review this a principal would, review this a teacher. Review this as a mentor. You're going to give it perspective, so that's your first thing. Roll a perspective. Then you're going to give it the task. Okay, you're going to tell it. Do you do you want it to summarize, rewrite, draft, compare, identify, research? Research is a really good one. And that's your that's the task you're going to give it. Then you're going to give it context. Who is the audience? Okay. What happened before? Speaker 1 00:47:15 What must not change in this? You're gonna give it a document or a source or a website, anything along those lines. You'll give it a file folder as well, and then you can give it the format. And the format can be under 150 words or three short paragraphs. You can tell it I need a table, or write this in plain language for someone who's not in the meeting, or write this for a student. So you don't need to tell it it's the greatest expert in the world. Speaker 1 00:47:45 Don't flatter it, because that's not going to help anything. Trust me. But you are going to have it establish perspective. You are going to give it the context of what you know that AI does not know. You're going to tell you tell it what you need by giving it the task. And now format's not always as important, but it's important depending on what you're trying to write. So be aware of that. And Within prompting, the most important thing to remember for prompting is context. You want to give it context because the more context you give it, the better it's going to be, and the better your outputs from it is going to be. All right. Be very specific about what you want, as specific as you can be. Speaker 1 00:48:41 Now, if I say write a two-page or write a two-paragraph thank you email to a teacher who opened her classroom for observation, keep it warm and under 100 words. That's a good prompt. That's giving you a little bit of everything. It's given full context. You're you're giving it what the format's going to be. But if you say if you just say write an email, it's not going to know what you're talking about. It's not going to know who. It's not going to know the what, the where, the why, the how. It's not going to know any of that. Okay. Now, I'm going to give you some prompts. So this is going to be a demo, and we're going to talk with context. What do I mean by what happened before? If. Speaker 1 00:49:37 You're having the system write a draft of an email, and let's say it's a response to an email. What happened before might be the thread of the email that that already came through, so that has that context. It could also be if you're writing a report of something that happened. Let's say you're working with a teacher. Give it the context of of the things that you know about the teacher. How they like to be talked to, or maybe conversations you've had in the past that apply to that report. Does that help? Okay, I got a thumbs up, so good. So we're going to go into a live demo, and we're going to talk about what's weak versus strong. Now, this is where I need everybody to participate. I will call on you if you don't participate. Speaker 1 00:50:35 We are not doing this in a tool. We're actually going to do this as a live conversation. So I know what you guys do. I have a good understanding of how you guys do the things you do, but I don't know you as well as I should. So I want you guys to give prompts and ideas, and we're recording those these on the recording of different ideas for prompts. So things that you may ask it to do. And then I we're going to take a look at that prompt, and we're going to say, is this a weak prompt or is it a strong prompt? Okay. So I want to volunteer someone that can go first, and I will pick volunteers. Any volunteers? Speaker 6 00:51:27 Hi, Christi. Hi. I I just wanted to ask a general question before we get on to this part. Does everybody is Copilot put in for everybody? Does everybody have the Copilot on their computers? Speaker 1 00:51:46 So I am not logged into VPN because of the issue that we had yesterday. So I, my last understanding from the team is everyone has a license against them, but I will double check that once this meeting is over. And if if they don't, I will make sure it gets assigned. But the last I heard from the team is everyone got assigned a license. Okay, thank you. You're welcome. And just a heads up for you guys: once the license has been assigned to you, it's automatically installed. We don't have to push anything. Microsoft automatically just unlocks Copilot because it's already installed on all your computers. Speaker 1 00:52:26 Julie, you are my first volunteer. Give me an example of a prompt that you would like to use. Speaker 5 00:52:33 Oh, I have to come. I thought I was just analyzing weak or strong. Okay. Um, a prompt I would like to use. Do you want me to like design a prompt or? Speaker 1 00:52:46 Yes. If you let's do let's do it this way so that everybody can uh so everybody can understand how how to think about this. Um. If you were to bring up AI right now and to have it help you with something that's on your mind that you're working on today, how would you ask it to do that job for you right now? Okay, Speaker 5 00:53:08 Can you go back to the previous slide to help? Speaker 1 00:53:11 Yes, yes, ma'am. And sorry, I am well — not sorry. I am Southern, so if I say yes, sir, no, sir, yes, ma'am, no, ma'am, please understand I'm Southern. Speaker 5 00:53:21 I'm Feeling very old when you call me ma'am, but I think I've reached that age anyway. So ma'am is just fine. Speaker 1 00:53:26 Okay, good. I I was taken back the first time one of my kids called me auntie because I thought I was I was getting up there in age, but that's a southern thing. All right. So Julie, give me a prompt. Speaker 5 00:53:39 Sure. So as the executive director. Okay. Right. Speaker 5 00:53:50 Two paragraph summary of our mentor academy objectives from our slide deck. So I'm gonna the context is going to be the slide deck of the five day academy, so that mentors have a reminder of what we covered. Speaker 1 00:54:17 Okay. Now, the rest of you guys can join in. What do you think about Julie's prompt? And now I get to call on people. Gia, I have never heard from you. So, what is your thoughts on Julie's prompt. Speaker 2 00:54:40 I think she included the task. I. Think she was missing the format that she would like to get the response in, and her role being the person that, like the chief executive or the sorry, the executive director of the organization. So as the. Speaker 2 00:55:17 Senior Executive Director, I want to ask the for the mentor meeting minutes or the what happened during that meeting. Those are my thoughts. Speaker 1 00:55:30 Okay, I like that. Anyone else? Okay, I am going to give you my. My response, Julie, I'd give you a solid eight out of ten. Now, what Julie did well, as the executive director, write a two-paragraph summary, and the context and source was from our slide deck. And then you're going to give it that slide deck, which Julie mentioned. And then the audience and purpose, because I did write this as Julie was talking, so that mentors have a reminder of what we covered. Speaker 1 00:56:15 I believe that was your exact words, Julie. So all of those elements they align really closely with the framework that I gave you guys. And I will be, I will be very honest. Julie's prompt was better than what most people start with. So it had already contained enough data and enough context that if Copilot, if she was to give that Cop. If she was to give that to Copilot right now, it's going to produce something useful on the first pass, rather than give you a generic answer. Maybe to make it stronger, I would write something like: Act as the executive director of Coatsen. Use the attached five-day mentor academy slide deck to write a two-paragraph summary for mentors who attended the academy. And then I tell it to focus on key objectives. Speaker 1 00:57:12 Expected outcomes, major themes covered, and then keep the tone warm and encouraging, and limit the response to 150 words. Because I, and the reason why I would do this is I want to define the exact source more clearly. Okay, and then I would specify what information matters the most. And I did give it a word limit, but honestly, three short paragraphs or a table or something along those lines. But any ambiguity that Julie had, which she didn't have much, like she was really good and on the nose. But she can I get a prize, Speaker 5 00:57:51 Christi? Speaker 1 00:57:52 You get my. I wish I had more chocolate to send to you guys, but I'm out of chocolate. You get my appreciation for being amazing. Is that will that work for right now? Speaker 5 00:58:03 Yes, thank you. Speaker 1 00:58:04 You're welcome. Um, so really amazing work. A solid eight out of ten, and I don't usually give it that high because no one does it that well. I'm proud of you. Um, Speaker 6 00:58:18 Can I ask a question, please? Yes, sir. So, in on the page that we see on the screen right now, in number three context, there is a question that says, " What happened before?" Yes. So let's say we have to give. What does that exactly mean? I mean, for instance, in what Julie described, what could she have said about what happened before? Speaker 1 00:58:51 So the what happened before in Julie's context is going to be the slide deck that she's adding, because that's adding that context, because the slide deck. It points to something that already happened. Think of it as what happened before, giving AI the same background you'd give a new coworker. So that way, what it does is allow AI to understand the conversation. And the what happened before in this instance is going to be the slide deck. Does that help? Speaker 1 00:59:35 Okay, perfect. One other thing I would probably add to that is it's not just about the document; it's also about the story behind the document. And so, if you're like asking AI to write a response to a mentor, what happened before often matters just as much as the task itself. And so, so maybe giving a little bit more context to. The slide deck, because what what Julie said was as a reminder of what we covered. So maybe one additional thing would be to give a little bit more understanding of what was covered and when. So, and that's a really good question, Kamya. Speaker 6 01:00:24 We ask one more question. Speaker 1 01:00:26 Yes, sir. No, I love the questions. Speaker 6 01:00:28 So, right. So, on in four for format. Obviously, writing and words and all that is is well understood. But would then AI could we ask the AI to, as you mentioned here, so the format can be a table or a pie chart or a graph or anything like that, right? Yes. Speaker 1 01:00:56 Okay. Yes, and it does really well with graphs and and pie charts too. By the way. So, especially in Excel, but that's something we'll go through tomorrow. But no, that's a good question. Steve, I haven't called on you today. Do you have a prompt for us. Speaker 9 01:01:16 Hi, Christi. I was just waiting on your call. So. Let's see. I am a chief financial officer from the Coats Foundation for the Art of Teaching. I have a set of graphs from the Foundation Financial Officers Group. Can you please provide me a summary of these graphs that are relevant to executives and board members? Speaker 9 01:02:01 For our foundation and others, please keep it short, in no more than two paragraphs, and please use bullet points and keep everything as concise as possible. That's it. Speaker 1 01:02:21 Okay, good. Let's get everybody's viewpoint on it. Speaker 1 01:02:30 Anybody want to take a stab? Speaker 9 01:02:32 Take me, Please. Speaker 1 01:02:34 Now you're all on mute, but Chia and Vivian. Speaker 10 01:02:46 Christi. Yes. Yeah. I was actually following Steve's prompt, and I I wouldn't say as far as, My opinion goes. I think he covered all four, you know, that you have on the screen. Yes, just me. Speaker 1 01:03:05 So yeah. Um. So I would give this a solid nine out of ten. Um. And I'll be honest, it covers everything. Uh. Steve did really well with the role and perspective. He said CFO. Uh. He did really good about source and context. He uh was giving a specific set of graphs. And then he did asked it to provide a summary, which is the task. He gave it an audience, and the audience was executives and board members. And then he gave it the format. Now, I don't cover this as often in the four parts of prompting, but the one thing that I would improve, and it's just one thing. Speaker 1 01:03:50 And it kind of all goes hand in hand, so it's going to sound like multiple things, but it's it all goes hand in hand. And so I say one thing: be specific about what matters in the graphs. And I say this as a chief myself and someone who's constantly making board reports and executive reports. One thing I've learned is you want to be as specific as possible about what matters the most. And where AI should draw conclusions from, okay? And that's something that I just learned, and it's been ingrained in me. Anzor is a really good teacher of of what I should do in front of a board, but just be aware of that context within the what you're giving. So the. Speaker 1 01:04:41 So that AI knows what to focus on, because if not, AI sometimes tends to try to focus on something it shouldn't. And so, if you just give a generalized graphs statement or generalized table or something along those lines, it'll it'll either try to cover everything or it might not focus on the right things. And so, be specific about what matters. Does that make sense. Speaker 9 01:05:04 Makes sense. Speaker 1 01:05:07 Thank you. And. Steve, you — I don't have prizes for you either, but that was amazing. I — I have not. You, I can tell you guys what you guys do, because you guys are really good at this part. It's solid. Anyone else want to take a stab at any part of this. Speaker 11 01:05:30 Christi, this is Jolie. I just have a quick question, just based on the last two. Prompts that were given by by Julie and by Steve, and then the question that's included in number three context, which is what must not change. Yes. I didn't. I don't think that I heard that covered in either of their prompts, and I'm just wondering what this is referring to or how you would have included this question in their prompts. Yeah. Just. Yeah. Speaker 11 01:06:08 What do we need to include that must not change, or how important is this to keep in the prompt? Speaker 1 01:06:14 So it's not it's important, but it's not important in every prompt. Hopefully that makes sense. If you're looking, so maybe in these two prompts, and I'll use Steve's as an example. Sometimes I will tell AI, don't make up anything you're not sure of. So if anything, if if you're giving over. Speaker 11 01:06:37 Might That be good in any prompt you ever? Speaker 1 01:06:41 It would be. I actually have that written in my instructions. My instructions that AI looks at every time it starts up is don't make up anything you're not sure of. And so sometimes you might want to reiterate that, and some sometimes you put it in every prompt. It depends on what all it's looking at. Okay, thank. And that is a good question. Speaker 9 01:07:07 Yeah, I think Julie. Like, what I found is if you are not specific in where your information is coming from, and it's more research based. Like, please give me um. Please give me information on the top, you know, fifty private nonprofits based on assets. Assets, not giving it a whole lot of context and having it do the research itself, but you're telling it, these don't change something specific. Usually, again, it's research based. It's probably not going to work best based on the the example I just gave off the top of my head, but really, it's you're telling it not to deviate from the sources that. Speaker 9 01:08:03 You've probably given it or the range that you're asking it to look at. Speaker 11 01:08:08 That makes sense. Speaker 5 01:08:10 Yeah. I'm wondering too if something like a like foundational perspective might be there too. Like depending on what you're asking for, but like if we were researching reading, there could be lots of things on science of reading that comes up, and maybe we want to. Say you know, stick to an active view of reading because that's our like what we are kind of working around. So since there are different like philosophical perspectives and research perspectives, maybe like we're not going to change that. This is this is what we've agreed on is kind of our overall view. I'm wondering if that might be part of that too. Speaker 1 01:08:57 Yeah, yeah. I love this discussion. You guys are amazing. I'm just gonna say that you guys are amazing. Um, now where I I do want to go to the next section. We did spend a little bit time more time on prompting than I anticipated. However, the reason why I was happy about that is because you guys, like I said, are amazing. You guys brought up some good statements, and I am going to provide a little bit of context when I email you guys later this afternoon with the summary of this and and all the prompts and things that we did. But I do want to go into the next topic, which is protecting data, because it's very important we discuss this. So real quickly on protecting data, before you paste anything, and especially if you're copying pasting things into. Speaker 1 01:09:53 Copilot, or any other tool, is this an improved AI tool? Sometimes, if we are logged into our own personal Claude or we're logged into our own personal ChatGPT, the screens look very similar to Copilot and vice versa. So make sure that when you're pasting anything in, make sure you're pasting it into the right tool. And then, is this type of information permitted under CodeSon's AI acceptable use policy? And if you're not clear on that, ask. Stop and ask your AI team. Okay, it's a really important, really important habit. It's going to protect us, and when I say us, I'm talking about the foundation, not Crimson. It's going to protect us. It's going to protect your work. It's going to protect your students, your teachers, all of that. Okay. Now, what's not allowed to be in an unapproved or personal AI account? Speaker 1 01:10:52 Student records or student work with names on it, observation notes and fellow evaluations, personnel and HR information. Please don't ever paste in financial records or any financial data or passwords or credentials. Ignore API keys. I, I, you guys won't use API keys as often, but if any of you get to that level, please remember API keys don't get pasted into. Into AI, but for those of you guys who don't know what AI API keys are, just ignore that statement. Do not paste in any confidential, legal, or contract terms, and anything that the foundation deems as sensitive. Okay, does that make sense? And this is we're talking about personal AI accounts, not. Speaker 1 01:11:52 Because we're going to get into a little bit more with what Copilot that is enterprise. Okay, if you're ever unclear about that, please feel free to email me, email anybody on your AI team. Okay, now for Microsoft Copilot, anything that you paste into Microsoft Copilot will stay in your tenancy. And when I say tendency, it's your foundation's a Microsoft account. It doesn't go outside of your Microsoft AI account. It's a very secure system. Microsoft does not use anything that you put in there to train its systems, because it respects the permissions you already have in play. And we are going to go deeper on this tomorrow. So if there's anything unclear about that, we are going to go much deeper in this tomorrow. Speaker 1 01:12:50 Now, heads up: if you have, and I'm going to just use two people not knowing your full job functions, but if Julie does not have access to something in HR data, Copilot is not going to give her that data because it's going to see Julie cannot access it. I will not tell it to her. Okay. Now, and the reason why that's important is because what applies in this case is. Any existing confidentiality, privacy, or data handling rules—it's already set. It will not turn those policies off. Okay, so if you would not normally send a document to someone, having AI summarize it does not make it shareable. Be aware of that. Okay, now I will say this: I've had clients have people save confidential information in the wrong place. Speaker 1 01:13:48 And made it public shareable. Crimson did that a long time ago by accident. Someone a long time ago, not me, not Anzor, saved some employee data on some former employees and what their salaries were, which thankfully was old, old data, to a public location within Teams. But it was so deep that no one ever saw it, and AI did unearth it. And we were able to delete that, and it would be fine. And I've had other clients similar issues happen, so be aware of that. Now, there's a 10 documents test. If AI can see 10 documents, but the person receiving your reply should only see three, you yourself are still responsible for what you send. Okay? Because AI, if if AI doesn't know that the person that you're sending to. Speaker 1 01:14:44 Is not supposed to see that, but you give that data to that person, then that's a problem. So you gotta check everything, all right? Enterprise data is different; it is more secure, but it is not a free pass. Okay. Now, where this going, this where AI is going in the future. I cannot give you dramatic predictions. But I can tell you, these are the changes in AI that's already under the way. Okay, AI has grown leaps and bounds in the last two years, just two years alone. Three years ago, I was building applications that was still taking me 600 hours to build an application using AI. It cut down drastically on my work, but it still took a lot of hours. Now I can do that in under 100 hours. The same exact job. Speaker 1 01:15:42 Where this is going in the future, assistants are going to become agents. Already, it's out there. There is a tool. I wrote a tool. There's other tools in play where it, the system automatically checks your email and it's if it sees I send an email to ComEd but ComEd had not responded to me in three days, it's going to automatically send a follow up email. It's already doing that. Now, do we have it turned on for you guys? No. Because it requires more money, but the more AI can do, the more oversight is going to matter. Okay, does not mean there's less accountability. You're still in the hook for things that you send out from your outbox. AI will move into your tools, and it's already there. Copilot's already in Outlook, Teams, Word, and Excel. Speaker 1 01:16:36 Okay, so be aware of that, and we are actually going over all those tools tomorrow. And here's the reason why none of your jobs will ever go extinct. Your judgment is more and more valuable as AI spreads. Knowing what good looks like, AI cannot tell you that, but you will know when something is good. You are going to notice when something sounds wrong. You are going to recognize when information is missing. Okay. That's your judgment call, and that's something AI will not replace for you. So be aware of that. AI is very good at first drafts, but it's very bad at being accountable. Very bad at being accountable. So it will reduce time on the blank pages you have in front of you, and it will save time on reorganizing things. Speaker 1 01:17:34 It's going to give you back time for the part of the job that matters the most to you, and the experience and the relationships that you're building with your clients. Okay, so that's more time with your mentors, your fellows, your principals, all of that. So where AI is going to benefit you is cutting down on the repetitive work to give you more time doing what matters within your organization. Okay, so be aware of that now. Speaker 1 01:18:04 The next thing I'm going to say is think like a supervisor and not a user. A good supervisor and a good AI user do the same six things. One, gives clear instructions. Two, provides the information needed, the context. Three, reviews the work. Four, you're going to correct mistakes. Five, you're going to protect confidential information. And number six, you're going to know when to escalate. You're not hand. Overwork. You're supervising the work AI does, and a good supervisor, a good leader, knows when to hand off the things that are repetitive, and knows how to judge the outcome of that. Okay. All right. At this point, we're going to get into questions and answers. I'm going to look and see because I haven't been paying attention to questions and answers, but you guys have been really good to talk. Speaker 1 01:19:00 We're going to talk. We're going to talk about any questions and answers you guys may have, and we'll go from there. Now, if the room is quiet, I am going to ask you, what is one task in your week you would likely never do manually again? Okay, so be aware of that. Let me go into the questions and answers. It's a little slow. The win, the wheel is spinning. All right, no one posted anything, so. Any of you guys have any questions, Speaker 4 01:19:32 Holly? Just about how questions, prompts, etc., are stored within Copilot, and who has access to those prompts? Like for mine, for example, presumably you had said you know that. That they are, everything is stored within Microsoft. But who on Coten, Crimson, Microsoft has access to that information? Speaker 1 01:20:12 Nobody. I'm going to be very honest. I, as the person with the highest access level in Microsoft for your account, cannot access any chats. I cannot see what you ask it. I cannot go in and do anything with your chat. I cannot make judgment calls on how Holly is utilizing AI based on your chat records. All I can see is: Are you using AI and where you use it at? Meaning, are you using it in the chat, or are you using it in Word, Excel, PowerPoint, things like that? Speaker 1 01:20:52 That is all I can see. I cannot see the quality. I cannot see the topic, the subject, none of that. Thank you. You're welcome. And Microsoft is not intending on ever releasing that information. And I will tell you, there is no AI tool out there under businesses or enterprise accounts with any of the tools that allows me to see that. The only way I could ever see that for a client is if they have what we call a keylogger attached, and Crimson does not employ keyloggers at any of our clients. So, just a heads up for you guys. And that's a really good question, Holly. No one ever asks me that question. I've been waiting on that question for a long time. Anyone else? Speaker 6 01:21:51 Christi, I have a question. Yes, sir. You mentioned a few times what we are going to do tomorrow. So obviously today was gave us a great overview of how to interact with AI, how to use it, and all that. But specifically, would tomorrow's training show actual examples of carrying out all this we talked about? It's almost like. Yes. Speaker 6 01:22:22 You know when when you're trying to teach someone how to ride a bike, you can say, " Okay, get on a bike, put on a helmet, you know, make sure to do this, to do that." But actually, having them get on a bike and pushing them forward and seeing them pedal is the next step, which we'll probably get into tomorrow, right? Speaker 1 01:22:44 Yes. So I'm going to give you guys your assignment and tell you about tomorrow right now, and. Thank you, Kamya. That's a great segue into it. So for today, even though I said this week, for today, for tonight, take something you've already wrote that contains no sensitive information, and ask AI to make it either shorter or clearer, more direct, and compare what it wrote versus what you wrote. Okay? I don't want you to hand over the work, but you're supervising it. Speaker 1 01:23:16 Now for tomorrow, we're going to go over your AI acceptable use policy principle by principle. We are going to do Copilot in Outlook, Teams, Word, Excel. Okay. I do want to ask: Do you guys want to go over it in PowerPoint as well? Show of hands if you use PowerPoint and you want to go over Copilot in PowerPoint. Speaker 1 01:23:43 Okay, no one that that works. I will eliminate PowerPoint. Ignore the Claude, but we are going to work on which tool to reach for and when, and that's actually a part of Copilot because you have Claude and ChatGPT in Copilot. So we're going to talk through that, and we are going to be hands-on tomorrow. So be aware of that. So make sure I know you guys are all on your laptops, but I am going to say bring your laptop ready to work. And tomorrow is going to be definitely hands on. So we're gonna we're gonna watch you pedal, to use Kamiya's phrase. I like that one. And I also want to ask you this: if you guys have any questions or comments about the things you learned today, send them to me via email. Speaker 1 01:24:38 And if you don't know my email address, I'm just gonna make it easy for you. It's Chris at crimsonit.com, or Christi. If you know how to spell Christi, my Christi version correctly. My mom had had to make it weird. Not weird. It's it's her favorite poet is an Irish poet, and his name is Christi Brown. So she named me after him. Bring me any questions you guys may have. Also. One more thing, I'm going to ask of you before tomorrow. Send me over anything that doesn't have confidential information. Maybe a document that you would like us to use as an example, or anything along those lines. Just make sure there's no confidential information in it. All right. Any questions about your assignment and what we're going to go through tomorrow? Speaker 12 01:25:38 I guess I just have a general question. Like, is there like a kill switch or just any way that we can like opt out of Copilot integration? Like, what if I just wanted to turn it off completely? Speaker 1 01:25:52 That is a question that I will ask your AI team to to talk through with me because we can do that. So. Great. Speaker 1 01:26:10 Awesome, Julie. Thank you for your statement in the chat. I do appreciate that. I am going to send you guys out a summary of everything we talked about. Some of the context I gave you was not on the slides, and so I'm going to send that information as well. I'm also in the next week going to send over some one pages and cheat sheets for you. But I kind of am going to ask that tomorrow when you guys give me examples. Let I'm going to rewrite them for you guys because. The foundation is not like other clients that we have, so the cheat sheets I've made and the prompt examples I've made are for are generalized towards most of our clients. You guys are an entirely different breed, very cool breed, but very different breed. So send me over examples and things that you guys do. Again, no confidential information, just so that I can make those better. All right, guys, you have been amazing. Speaker 1 01:27:10 I, you guys gave a lot of value and I appreciate that. Thank you very, very much, and I will see you tomorrow at nine o'clock. And I promise tomorrow I'm going back on caffeine, so my words might not be as screwed up. Okay, thank you guys.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c06e7d79-d8f6-47a7-83d5-8a053c250040&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODQ2MDI5MSJ9.CgoKBHNuaWQSAjY0EgsItN_wn-f6xD8QBRoMMTguMjE0LjM3LjEwKixvQlNkd2lzR09xWksvbzRBbTNVRlpIYVZ6Rm9paUwwdmZNSEE1Wm9UK1ZNPTCaATgBQhCiN6gDztAAAC114BcvVS8TShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.yaEnfPQmf-YbyjDbD9IK1kvoHDFjqhFpL3ODHGf3P10&ApiVersion=2.0	Processed▾	Confirm all Cotsen staff have active Microsoft Copilot licensesShare recorded session and training materials with Cotsen attendeesCotsen team to review the organization's draft AI usage policy+3	✓	Client Work▾	Cotsen Foundation	covered by 906898 - verified 2026-09-09 EOD transcript sweep	Cotsen AI Basics Day 1 delivery 9/3 09:00-10:27 (entry 906898).	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\3 - Clients and Projects\Cotsen Foundation\Meeting Transcripts\Meeting Transcript - 09-03 Lecture Introduction to Artificial Intelligence Basics.txt	—	✓
09-02 Meeting: Ability First Camp Network Repair, Software Migration to CareLogic, and Accessible User Instructions	> Date: 2026-09-02 > Location: [Insert Location] > Participants: [Christi] ## Meeting Notes ### Ability First Camp Updates - A team of Kevin, Robert, Vana, and Christi visited the camp on 2026-09-01. - The on-site team had already completed the scheduled tasks for that day. - A new cable line is required for the amphitheater switch due to a damaged cable between the health center and the amphitheater; the amphitheater network remains down. - To address Wi‑Fi dead spots, Kevin will attempt to increase the power of the outdoor Access Points (APs). - Connectivity issues primarily affect users with older phones. - The camp will shift from seasonal to year‑round (365‑day) operation. - Staffing expansion is planned for 2027. ### Operational Changes and Software Updates - The organization is prioritizing efficiency improvements and departmental operations analysis. - Many current software applications will be replaced. - There is a potential plan to migrate most programs to CareLogic. - The organization is currently in budget season. ### Improving User Instructions for Accessibility - There is a need to create very detailed, easy‑to‑understand equipment instructions (e.g., the Owl at the Long Beach location). - Instructions must be written with accessibility in mind for users with disabilities, including autism and Down syndrome, avoiding technical jargon. - The process will start by redesigning instructions for the Owl at Long Beach and the conference room at Ability First headquarters. ## Next Arrangements - [ ] Rerun the cable line to restore the amphitheater switch and network. - [ ] Kevin to assess and, if viable, increase outdoor AP power to reduce Wi‑Fi dead spots, noting impacts on older devices. - [ ] Redesign accessible instructions for the Owl at Long Beach (plain language, step‑by‑step, visual cues). - [ ] Redesign accessible instructions for the conference room at Ability First HQ (plain language, step‑by‑step, visual cues). ## 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 timeline for a possible transition to CareLogic was mentioned but not confirmed; no defined steps for evaluation or implementation were discussed. > 2. Staffing expansion in 2027 was noted, but specifics (roles, headcount, recruitment process) were not provided. > 3. Automation needs were referenced, yet there were no action items or clarity on which processes to automate or who would lead the initiative.	Sep 2, 2026	Speaker 1 00:06:08 They're trying to decide who they're who's going to talk. So. Speaker 1 00:07:23 Good morning. With Ability First, we got quite a few things in the mix. Just a heads up, Kevin, myself, Robert, and Vana went to went on a field trip yesterday. We started out going to camp. Did a walkthrough of camp. Found out that the team at camp had already done all the things we needed to do that day when we went on site. So we did a walkthrough. Becker, the switches in. The switch in the amphitheater is going to need a new line run. They had just run that line, and I guess something happened to the cable between the health center and amphitheater. So they're going to have to rerun that line and fix that issue. So you'll still see amphitheater down. Speaker 1 00:08:14 We worked on the dead spots and come to the conclusion. Kevin's going to work on pushing, seeing if he can push some more power through the outdoor APs. But other than that, the people that seem to be having issues are people with older phones, where it's not picking up when they're walking across the property. So just adds up on that. So there's a lot of things going on at camp over the next year that's going to incite a lot of changes. Camp is going from seasonal to 365 days a year, even during snow season. So we are going to be actively in 2027 looking at expanding staffing there, but it's not going to be expanded by much. And then we are digging deep into how each department runs, and IT is going to have a big part in how we're going to look at different things. So. Speaker 1 00:09:10 We're going to start working with efficiencies, and we're changing out a lot of the software that's currently in play. We're going to be going to possibly CareLogic for most programs, so there's going to be those changes that are happening within everything. Other than that, Ability First is pretty stable, other than the fact that it's budget season. So, if we yes. Speaker 1 00:10:09 Yeah . Yes. Yeah. Yes. There is also a need that, and sorry guys, I have had no coffee today, and I was at Ability First offices until nine o'clock last night, talking to Mashawn, working through some some issues that are going on. We're going to start making sure that. Any of the items we put in play, and I'm going to use the example of the Owl from Long Beach, that we have very detailed and easy to understand instructions because a lot of the people that come through Ability First, they have disabilities, and so sometimes some texts will write instructions, you know, based on the language that they understand and know, which is completely understandable. Speaker 1 00:10:52 But we've got to think in the shoes of the people that are coming into Ability First. A lot of the kids coming through are special needs, autistic, or Down syndrome and things like that. So we've got to think through and work with the team and the staff at each location to make sure that the instructions are understood and you know that it works for the team that is there. So we're going to be starting with the Owl at Long Beach. And the conference room at Ability First headquarters try to redesign those instructions to meet the needs of the the kids coming through and the young adults coming through, just to make things a little bit more understanding. Speaker 1 00:20:24 Sounds Like a great need for automation.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=0408fa1d-963c-486b-b1e6-6cc35e5840dd&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODQ0NjkzNyJ9.CgoKBHNuaWQSAjY0EgsIjKfTpITzxD8QBRoMMzQuMjM5LjE2OS4zKixGSGtCN21udExGT0VlMEpZdVpQWDZBYzhSS0RKWE13UEIzS2JYOGZ5RU1ZPTCaATgBQhCiN5tHiyAAACAFpFSdpQgvShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.iN3iLhRwv1cokJmvSLG19UHlNJ4_wwGiZSM2I79eShg&ApiVersion=2.0	Processed▾	Kevin to assess and, if viable, increase outdoor AP transmit power to reduce Wi-Fi dead spotsClarify timeline, evaluation steps, and implementation plan for potential CareLogic migrationIdentify which processes Ability First wants to automate and determine who will lead the initiative+4	✓	Crimson Internal▾	Crimson IT	covered by 906893 - verified 2026-09-09 EOD transcript sweep	SAME MEETING as CIT Weekly All Hands 9/2 09:58-10:31 (entry 906893), where Christi gave the Ability First update. Entry 906893 note already cites Camp Paivika and the Claremont site visit. Title names AbilityFirst but the meeting is the Crimson all-hands - not separately billable to AF.	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\2 - Internal Operations\Meeting Recordings & Transcripts\Crimson\Meeting Transcript - 09-02 Meeting Ability First Camp Network Repair, Software Migration to CareLogic, and Accessible User Instructions.txt	—	✓
09-02 Reasoning Note: Delivering Adapto Inbox Beta Amid Enterprise IT Demands and Major Personal Commitments	 ## Core Synopsis The operational lead, Chris Brown, is navigating a complex personal and professional landscape, marked by a commitment to fostering children and a drive to innovate with AI. The professional focus is on delivering a beta-ready AI product, Adapto Inbox, while managing multiple client IT budgets and a major data migration. This work is juxtaposed against a significant personal event: becoming a grandmother and taking in an 18th child, requiring a brief maternity leave. This duality demonstrates a capacity for extreme ownership and execution under pressure, but it also introduces a clear dependency on established systems and "minions" to maintain cadence. The core tension is between this expanding personal responsibility and the unforgiving demands of enterprise IT, where a single outage (like the recent Microsoft/Cogent incident) can bring work to a standstill. Her success relies on her ability to compartmentalize and aggressively prioritize, using tools like brain dumps and AI to process and delegate tasks. ## Professional & Personal Wins ### Product Development: Adapto Inbox - **Status**: The product, an AI tool for scanning and categorizing email inboxes, has successfully reached beta testing. - **Architecture**: Two versions exist: 1. A white-labeled version that can be deployed into a client's Microsoft tenancy using Azure. This is in active beta with positive client feedback. 2. A cloud-based version for personal Google and Microsoft accounts. - **Blockers**: Full enterprise rollout is contingent on completing and passing compliance tests (SOC 2) for validation by Microsoft and Google. Beta testers are still being sought and will receive lifetime free access. ### Client & Operational Management - **Budgeting**: The CIO demonstrates significant fiscal discipline across multiple client budgets: - **Client 1**: Reduced the IT budget by $130,000 under the previous CIO and proposed an additional $300,000 reduction by eliminating duplication. - **Client 2**: Pushing for an 8% budget _increase_ to accommodate necessary projects and an AI-focused strategy, countering their "super lean" approach. - **Client 3**: Maintaining an even budget by leveraging a pre-allocated $100,000 buffer for "unnamed projects" to fund new AI initiatives. - **Migrations**: A Google to Microsoft migration is set to begin shortly, marking the 16th such project executed in the last three years. - **Incident Response**: A recent dual outage involving Microsoft services (including Intune) and a Cogent line in downtown LA severely impacted operations, forcing a reliance on mobile devices and alternate communication channels like WhatsApp, which is standard for communicating with overseas staff. ### Personal Milestones - **Family Expansion**: The CIO is becoming a grandmother in four weeks. Concurrently, she is taking in another child, bringing the total to 17 fostered children and one full adoption. An adult adoption for a long-term non-minor dependent is also being considered. - **Maternity Leave**: A short maternity leave (approximately two weeks) will be taken to support the new mother and baby, as foster parents are entitled to this leave. ## Action Items **@Chris Brown**: - [ ] Complete the SOC 2 compliance test for Adapto Inbox - [TBD] - [ ] Secure validation for Adapto Inbox from Microsoft and Google - [TBD] - [ ] Initiate the Google to Microsoft migration project - [TBD] - [ ] Finalize the baby wish list on Amazon - [Tonight]	Sep 2, 2026	Speaker 1 00:00:15 Hi. Speaker 2 00:06:46 I Do. Sorry, life of a parent as well. I need minions for my parenting chores too. Wait, I'm supposed to be introducing myself. I'm sorry. Hi, Mike. My name is Chris Brown. I work for Crimson IT as a CIO, but I also have clients underneath me that I work as their virtual CIO for. In addition to my other CIO responsibilities, and I do a lot with AI as well. Speaker 1 00:07:20 So, yeah, yes. Speaker 2 00:09:47 So let me throw in a double for you. Not only did we get hit with Microsoft, we also got hit with the Cogent downtown LA line issue, and so did half of our clients in the downtown LA area. So not only did we have Microsoft, but we had no internet. So we phone calls and Teams on our phones. Speaker 1 00:10:15 Uh huh. Speaker 2 00:12:35 Yeah, our P1 channel was off the hook with images of the Outlook problems, the Microsoft problems, because Intune was down for a bit for us, and we were we're working in that. And then the Cogent issue wasn't helping either, because no one can access any of our tenants unless they're logged into the Office VPN, and with Office being down, work was almost at a standstill. So, but to answer your question, WhatsApp because a lot of our about half of our staff is overseas, WhatsApp is actually a really good way we use to communicate. Speaker 1 00:13:14 Yeah. Speaker 1 00:14:10 Yeah. Speaker 2 00:58:51 Yeah, so I do that for multiple clients, not just the ones I handle. There's a few other clients that I've been involved with for several years that they do their complete IT budget as well. So with one budget, I'm being asked. I've been asked to lower since I've been involved with this organization. I lowered it. Let me let me start by saying I ended the fiscal year. Speaker 2 00:59:22 130,000 under budget from the previous CIO. I lowered their budget an additional 300,000 when I put in their budget for approvals, just because cleaning up duplication and a lot of you know finding a lot of skeletons and closets and things like that. On another budget, we're already running super lean, and I'm having to. Remind them that there are several projects that they need to get done. That has to be in the budget, and they want to go AI. That one's probably we're probably seeing an eight percent increase from the previous year budget just for adding the AI portion alone. Not talk, not including the construction projects that we have going on. So with that one, it's a a little bit. I'm I'm pushing to increase the budget a little bit more because they need more money. They run super lean. Speaker 2 01:00:16 And then the third one off the top of my head, because there's still more out there. But the third one, they've asked to go even, but they have a bunch of AI projects in the hoop. So luckily last year when I did their budget, I added an extra hundred thousand dollars for additional unnamed projects, and it's enough of a buffer that we can go even this year for that one. So. Speaker 1 01:05:49 Hello. Speaker 2 01:17:38 Sure. So on the win side, I got Adapto inbox into beta test mode, which was something one of my goals to have done by this month. So I'm waiting on some validations to come from Microsoft and Google, and I've got to do a compliance test, have that done. So that's that's going to cost some money, but not too big of a cost for me. And I may go ahead and get SOC. Oh, I'm sorry. My brain. I'm still. I haven't had coffee today, and I had a 14-hour day yesterday. So, Adapto Inbox is a product that I made based on some feedback from clients where they wish that they had an AI tool that would scan their inbox, categorize things, even do follow-ups to emails, and just a few other additional things to that effect, and. Speaker 2 01:18:37 So I have been working on building it out since October of last year. Got into beta in two different ways. So I have it set where I can white label it and put into a client's Microsoft tenancy, using Azure and an AI Foundry to work through it. And that one is in pure beta test and already really liked by the clients that are using that version. And then I have a smaller version that is website, cloud-based, and personal Google accounts and Microsoft accounts can connect to it, and some people can use it on their personal accounts. So anyone that's beta testing it for me right now will get it free for the lifetime of their use, but to be able to roll it out to the the cloud version that I have. Speaker 2 01:19:33 To roll it out to enterprise Microsoft and enterprise Google, I got to get the scans, the SOC that I'm also adding SOC two to it, get that completed and validated by Microsoft and Google. So that's both wins and challenges, I think. So, but if anybody wants to try it, I can send you the information because I'm still looking for beta testers. But so that's happening and. Additionally, we're about to start a Google to Microsoft migration. This will probably be my 16th in the last three years, so we're going to be starting that soon. And then personal, which I know is JB's, what he's dying to hear more about. I am becoming a grandmother in four weeks. One of my kiddos is farther along than we thought, and so. Speaker 2 01:20:29 That will be happening in about four weeks. It's going to be a little baby boy, and additionally, sorry JB, this the first time you're hearing about this part. But we have another kid coming into my care, and somehow, don't ask me how this happening, but I have been able to keep my cadence with work and everything lined up. It must be the 56 minions I now have, so. Speaker 2 01:21:07 So I'm at 17 kids total, fostered, and one full adoption. And then there's a potential one of my current non - minor dependents. We may do an adult adoption with her because she's been my daughter since she was 14, and she's been in and out of my house. But she permanently came to me two months ago. So, yeah. Speaker 2 01:21:35 Yes, we're excited. This will be my first newborn for fostering because I, I, I new, I fostered toddlers in the past, but I tend to stick with non-minor dependents and foster kids over the age of 16. So this will be my first baby in a very long time, and the baby will be coming into my care because because that's how this works. But I will be taking a little bit of maternity leave because foster parents are entitled to maternity leave. So this definitely falls under that, and I'll take a couple weeks off to get Mama situated and and get her supported and things lined up. So already started. Yes. Speaker 2 01:22:34 Yes. Yeah. No, we're we're all excited. Uh. Yeah. My Amazon cart is uh. It stays full. We add things to cart and then we go back and decide do we need it, do we not, um, and things like that. So got some baby list going. Speaker 1 01:22:50 Yeah. Yes. Yeah. Speaker 2 01:32:44 Jennifer , As someone who also sees a rheumatologist quite regularly for something very similar, I — if you ever need a sounding board — I will agree with you on the shots and the legs and the prednisone, which I call the devil's attack, and all of that. So. Speaker 1 01:44:47 No. Speaker 2 01:56:27 So , I was, but I can wait. Speaker 2 01:58:05 Yeah, so I was going to mention what JB is saying, but also because I I do I'll walk around my with my Plaud and I'll brain dump. You'll see me in my car if you ever drive past me and I'm brain dumping the Plaud so that I have a transcript of what I want to do. And then I will throw it in and and start just building out what is the most important thing for me or my client that I'm working on things like that. Now. That is great, and then I put on my security hat, and I want to say, how secure do I want to make this? Is this something we need single sign-on to Microsoft? Is this like when you go the Swift route? Is it something that you want to go through with Apple's review process and you know things like that? So there's there's a little bit ins and outs of things you got to think through. I'm constantly having to do that since half of my clients are HIPAA. Speaker 2 01:59:03 And deal with DHS, and then like, how quickly do you need to get it out to your staff? And then the last piece is, and this is just my thought process. There's probably more to my thought process, but I'm operating on zero caffeine. How future proof do you want to make this? And future proof is going to be your biggest thing because I can tell you my first app I built using AI, which was ChatGPT before they had Codex. I did not think it through to proof to future-proof future proof it in a way that it's still running today because it's not running today. It lasted nine months, but we were able to build upon that. I like Paul's statement on Swift, but I also kind of slightly disagree with him just because of certain aspects from the Microsoft standpoint. I am not a Power Apps. I I used to be a Power Apps. Speaker 2 02:00:02 Person and cheerleader, and I'm not as much anymore. But for certain things like you were mentioning Power Apps for, it might be straightforward for you in this one. I honestly, I would, I would do what JB's saying and vomit it into my transcription system, and then throw it into AI and say, "Help me think this through." It's usually my first step, and then go from there. Lately, I've been able to stand up applications within five hours for clients. And after figuring out what they exactly want, I built one just now in this meeting that I barely looked at it building, which is probably not safe. But just thinking my things through, throwing it out there and vomiting it to it. Speaker 1 02:01:03 Yeah. Speaker 2 02:01:10 It it sounds like it, and I'll be honest. Power Apps is a good tool if you want something led through it, and the only the only reason why I would even suggest is in this case is voice to text, because Power Apps has that audio control, and you did mention that. Speaker 1 02:01:35 Yes. Speaker 2 02:01:39 Yes. So from a token point of view, I am not sold on that because I might have run up my boss's co - pilot agent bill by accident before I learned anything about it. But it is an idea. It. You need to figure out what your budget would be and back it from there. So. Speaker 2 02:02:47 I have never watched Ted Lasso, but I'm stuck on Lioness. Speaker 2 02:02:59 Sunday, I thought. Reacher tonight. Yes, I will be watching that while working through the baby list on my baby wish list.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=1219426e-afc4-4c88-b7b4-bd15cbfd185d&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODQ0Njk4NiJ9.CgoKBHNuaWQSAjY0EgsIjL3j-ofzxD8QBRoLOTguODEuNzAuNDMqLG9pNjRXVmJ6K2hCRTJqbzZ4bXZOWW5UQXNKT09relNRMTJjVFc1TGlKbGc9MJoBOAFCEKI3m1OT0AAAIAWkWs-ezrBKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.Z5-edS6KB0T7oc4IzmNR4c4GPEcYAGwky8BR6K5yTDE&ApiVersion=2.0	Processed▾	Complete SOC 2 compliance testing for Adapto InboxRecruit additional beta testers for Adapto InboxInitiate Google-to-Microsoft migration project+6	✓	AdaptoIT▾	—	n/a - non-CW type	—	—	—	✓
09-04 Training: Adobe Acrobat Pro Tools and Fillable Forms	Date Time: 2026-09-04 11:29:35 Location: [Insert Location] Instructor: [Insert Name] ## Summary This 30-minute training session covers Adobe Acrobat Pro’s everyday tools and how to create fillable forms. It explains the benefits of PDFs and fillable forms—such as better legibility, fewer missing fields, and legally recognized Adobe digital signatures. Features reviewed include organizing pages, editing PDFs, comments and stamps, and converting documents. A major segment provides a step-by-step walkthrough for creating a fillable form from a Word document, preparing it for signature in Adobe Acrobat, and sending it for e-signatures with HIPAA compliance. The training ends by demonstrating how to add specific field types like “date” and “signature.” ## Knowledge Points ### 1. Introduction to Adobe Acrobat Pro - **Purpose and Benefits of Use** - The training focuses on Adobe Acrobat’s daily tools, with emphasis on creating fillable forms—a capability requested by the Ability First system. - PDF format is essential for intake packets, HR paperwork, and program forms because it’s widely recognized and readable on any system. - Fillable forms enable staff and families to type responses directly, avoiding printing, handwriting, and rescanning—especially helpful on mobile devices. - Adobe Sign forms are routed through Adobe Sign, already set up in the organization’s teams, and are HIPAA-covered documents. - Digital forms reduce issues with illegible handwriting (e.g., a “7” looking like a “1”). - They help prevent missing fields; forms can require completion before submission. - **Session Goal** - By the end, participants can build a simple fillable form from a Word document or a scanned form and know how to send it for signature. ### 2. Navigating the Adobe Acrobat Pro Interface - **Key Interface Components** - Main areas include the Home tab, All Tools panel, right-hand panel, and search. - **Home Tab:** Landing page with recent files, recommended tools, and quick learning guides. - **All Tools Panel:** Lists capabilities by task (e.g., Edit, Convert, Fill & Sign). - **Right-hand Panel:** Hosts tools, options, and settings, including the AI assistant, comments, bookmarks for long documents (useful for large DMH/DHS docs), and page thumbnails for viewing/reorganizing. - **Tabs:** All open PDFs appear as tabs across the top. - **Mini Toolbar Features** - A compact toolbar offers quick access to tools. - **Select/Pan Tool:** Select highlights text to copy; Pan drags the document view. - **Comment Tool:** Add comments to specific parts of the document. - **Markup Tools:** Highlight, underline, or strike through text. - **Drawing Tool:** Draw shapes (e.g., circles) to call out areas; customize color and line thickness. - **Snapshot Tool:** Capture a selected area to the clipboard for pasting elsewhere, like in a chat. ### 3. Core PDF Editing and Management Tools - **Organize Pages** - Combine multiple files (PDFs, Word, images) into one PDF. - Reorder, rotate, or delete pages—useful for scans that are out of order or upside down. - Split one PDF into multiple documents (e.g., scan five invoices together, then split for Concur). - Insert scanned pages into an existing PDF. - **Edit PDF** - Fix typos or update info (e.g., phone numbers) directly in the PDF. - Replace or resize images. - Add, remove, or renumber images. - Convert a PDF back to Word or Excel for heavier edits; simple grammar fixes are fine in PDF, bigger changes are easier in the original format. - **Comments, Markups, and Compare** - Add comments and sticky notes for collaborative review. - Compare two versions (e.g., contracts, invoices); Acrobat highlights differences automatically. - Use digital stamps like “Approved” or “Confidential”; create custom stamps like “Paid” or “Unpaid.” - **Scan & OCR** - Enable Scan & OCR (Optical Character Recognition) to make scanned text—including handwriting—readable and searchable. ### 4. Fillable Forms and E-Signatures - **Filling and Signing a Document** - Acrobat often auto-detects fillable fields. - If detection fails, use the Type Text tool to manually add text anywhere. - Add a pre-saved signature via the e-sign button and drag to place; resize as needed. - Save signatures and initials for future use; create a signature via touch screen, uploaded image, or the mobile app. - **Creating a Fillable Form** - **Start with a source document:** Begin with a Word document that includes a signature section (e.g., built using a table). - **Convert to PDF:** Save the Word file as an Adobe PDF. - **Prepare Form:** Use Fill & Sign; Acrobat will attempt to auto-create fields. - **Review and Edit Fields:** Manually remove any incorrect fields Acrobat adds. - **Add Specific Field Types:** Under Prepare Form or a similar next option, access advanced tools to set field types—for example, convert a text field to a Signature field or a Date field (which can auto-populate the signing date). - **Sending for Signature** - Use Request e-signatures. - Enter recipient names and emails. - Send to all at once or set a signing order (e.g., Person A signs before Person B receives it). - Send for comments via Outlook or Teams, which shares a review link. ## Questions - [Insert Question/Confusion] ## Assignments - [ ] 1. If you have questions about Adobe, send an email to the instructor or the help desk for assistance.	Sep 4, 2026	Speaker 1 00:00:35 Say she, she does. Speaker 2 00:00:38 These gym things and they do these competitions and stuff like that. So maybe they would like to do something like that. Speaker 3 00:00:46 We will, we will give you more contact information. Love it. Speaker 2 00:00:50 All right. Appreciate you, bros. Speaker 3 00:00:52 Yes, yes. Speaker 2 00:00:53 Christy, we're going from one meeting. Speaker 3 00:00:55 To another. Speaker 2 00:00:58 It is quite all right. Speaker 3 00:01:01 If you hear the fire alarms going off in the background, just ignore. I don't hear them. Good. So I guess I'm lucky. Speaker 2 00:01:08 Yes, they've been going off all day. Okay. They're they're working on fixing some things. Speaker 3 00:01:13 Okay. I was gonna have Maddie in on this meeting, so let me send this invite because she does, um, things like that for us too. So. Okay. Let me. Oh, there's a mosquito in my office. Speaker 2 00:01:27 Oh, Speaker 1 00:01:27 I'm sorry. I know. Speaker 3 00:01:39 Forward . We're meeting with Jess talking about volunteers. Got you. Speaker 2 00:01:47 Okay. I'm gonna come on camera for a moment and go. Speaker 3 00:01:52 Get a glass of water. But that's totally fine. That would give us a minute. That's perfect. Thank you. Speaker 2 00:01:58 Um, if you want to invite whomever you want in here, it doesn't have to just be. Those that have Adobe, but you can have other people in here. Speaker 3 00:02:09 Okay, okay, that was all I have right now. Speaker 2 00:02:12 No, the problem then. And we are going to record this so that okay, we can toss the meeting over to others who. Hey, Speaker 3 00:02:24 Maddie, I just sent you an invite for Adobe, fillable Adobe stuff. So, jump on the meeting. Are you okay? Speaker 3 00:02:36 Oh no! Okay, stay in your office and jump on. Okay, all right, Speaker 2 00:02:42 Bye. All right, can you see my screen? I can. Okay, perfect. I'm going to start recording. Enter inscriptions, and then that way, we can also we can also can this out to the web meeting. Speaker 1 00:03:04 Okay. And we'll wait for her to join us. There she is. Hi, Speaker 2 00:03:20 Maddie. Hello. Let me turn my camera on. There it is. Let me shut my door. No worries. All right. Um, just quick framing. Um. This is going to be a fast thirty minutes because I have a meeting at noon. So I just want to make you guys aware. But we're going to focus on Adobe Acrobat and the tools within it that you're actually using day to day. And then because there's been such an interest in fillable forms, we're going to spend the back half, the back fifteen minutes, on building them out because Ability First system has requested skill. And so you guys already have. Speaker 2 00:04:03 Adobe Sign through the plan you guys are on, so we're going to connect that dot on how you can build a form and then send it out to clients and parents so that you can get digital signatures. And just a heads up for this: Adobe Acrobat's digital signatures are very widely known and very widely used, and are used to like when people sign it. It does count as a physical signature, so because it's got all the things in place to allow it to to look like a physical signature. So what we're going to cover in the next thirty minutes: why we're using it, where it fits. We're going to look at everyday PDF tools and how to convert documents into that. We're going to cover the toolbar, building the fillable forms, how to send it for signature, and then of course keeping your data safe because it's pretty important. Speaker 2 00:04:59 Us because we are aligned and try to be hyper compliant. So, why does it matter? And why are we using pro versus standard? And it's because of how we move information in PDF. So, there's a lot of things that we utilize PDFs for. So, intake packets, HR paperwork, program forms—they all live and travel as PDFs. PDFs is widely recognized. Legally and through other things as being something that people are able to use, know how to use, can read on any system, and things like that. And then a fillable form just means staff and families can type the answers instead of printing, writing it, and then rescanning it. And that's really useful because you almost everyone is able to do a fillable form on their mobile device, which is super important. Speaker 2 00:05:56 Adobe Sign forms do route through; they'll be signed, which are already set up in our teams, and they are HIPAA covered documents, so be aware of that. And then fewer legible handwritten forms. Big time. I don't know how many times people write a seven, and it looks like a one, and five like something else, like an eight. So this helps with the legible handwritten forms, and then fewer missing fields because. Some forms don't allow you to progress or sign until all the form fields are filled out. Because how many times have you looked at a handwritten form and a parent forgot to fill out something that's super important? So, and it does allow progress now. By the end of the session, you're going to be able to build a simple fillable form from a Word document or scanned form, and know how to save it out for signature. So, just. Um. Speaker 2 00:06:52 So real quickly, I want to go over finding Adobe Acrobat Pro, and I accidentally just closed out my Adobe, so I'm going to open it right back up. But while I'm doing that, I'm going to explain there are four main items that I want you guys to be aware of, and that's your Home tab, the All Tools panel, the right-hand panel, and search. So I'm going to I'm going to pull up one for you guys, just so that you can see. Show you something, something for somebody. We're going to see how I do that with the underscore on the screen. So with that, you've got your menu right here. You've got your right hand screen. Your menu is also can be your all tools depending on the page you're in. You've got the search right here. And real quickly, there's always a right hand panel, but I'm going to open up a Wondershare. Ready? Opened up. Speaker 2 00:07:51 And I accidentally closed it out. Speaker 1 00:07:56 And let me get that pulled up. Who's in an email? Speaker 2 00:08:12 Discard the draft I was working on. Speaker 3 00:08:14 I'm going to step away. I have to get something for Jess before she leaves, but I'll be right back. Speaker 2 00:08:18 Okay, not a problem. All right, so this a this a timesheet that I'm filling out for someone on our team. It already is set up, but there's no form fields in here. So just real quick, Maddie, one thing that Adobe does really well is it finds the locations of where you need to fill things out. But your All Tools menu is right here, and this going to show every capability grouped by task. So, if you need to edit something, if you need to convert it, you need to do a fill and sign. It's all right here. The right hand panel is over here. It is tools, options, and settings. So, in here, we there is an AI assistant for Adobe. I don't ever use that, but there is where you can add comments to form fields. If you're working on something with Julie, you can do comments and check check the documents before you send it over. Speaker 2 00:09:17 You can for long PDF files. You can add bookmarks. So if you're working in a very long PDF, let's let's say for instance, and I'm just going to use this as an example. DMH likes to send out really long PDF documents for people to read, and sometimes I will see people bookmark a section in a 400 page document by DMH or DHS, and then send it to someone else to outline and show comments. So that's what these two are really good for, and then right here, this is where you can see the pages. It looks like a copy button, but it's actually a page section. And within it, you can actually reorganize your pages if it's a long page document. Okay, so I'll close that. And then on your all tools, again, this these are just grouped by types. So fill and sign is one we're going to look at, and then your home tab is this one right here. Speaker 2 00:10:17 This is your landing page. Anything you've recently opened is going to be in here. It's going to show information about recent. It's going to show your files and documents. It's also shows some learning and some PDF spaces with how people utilize it to build out their own information. And then in here, they've got some recommended tools that you can use and quick guides. As well. So, now all of your PDFs will open in tabs across the top of your screen. So I'm going to go back to the timesheet right here. All right. Now to organize pages, if we're in a PDF, we're going to look at organizing pages on PDFs, and so that's where you can combine like several PDFs or Word documents or images and put them in a single place. Speaker 2 00:11:13 You're also able to drag and drop to reorder it, rotate, delete pages. This is especially especially useful if you scan a document and send it to yourself. Like let's say you got a five page form from a family that they hand filled out. Well, you kind of need to scan that in to digitize it. And when you scan in, sometimes the pages flip around. Sometimes they're upside down. Sometimes they're sideways. And in the organized pages, that's where you can reorder. Order them. You can rotate them, or you can even delete pages. So if I add a form in, and I also scan some blank pages, I can delete those those scanned pages. And then also sometimes I like to do this. I'll get like five invoices by hand from in the mail, and I got to scan them in and add them to Concur. I'll scan them all together at the scanner because I don't want to separate them because it takes too much time. Speaker 2 00:12:11 And then I can split that PDF in Adobe Acrobat, so that's something I do pretty often. And then also I can insert scanned pages into existing documents, which is also pretty fun. That's under organizing, but under Edit PDF, you can fix typos, update a phone number directly in the PDF. Let's say they handwrote it, and you just want to go back into that PDF, and something's not clear. You can take out the handwritten part and. Type it out instead. You can replace or resize an image within Adobe Acrobat. You can add or remove or renumber the images, and then also one of my favorite tools because convert existing PDF back into a Word document. So Julie sends me a PDF that she made from Word, and I see a couple of grammatical errors, and my OCD is not allowing me to look past it. I can convert. There will be there will be errors. Speaker 2 00:13:09 There will be errors. Great, I can convert back to Word or Excel if I need to do some heavier editing. So, simple grammatical errors I can fix, but if I need heavier editing, I'm going to convert it back. Just be aware of that. And then on comments, markups, and compares, I showed you the comments and bookmarks. You can comment. You can add sticky notes. You can highlight certain sections. So, like, let's say Julie is creating something, and she's going to send it to the two of you guys to take a look at. You guys can add comments instead of editing the document. You can add comments, clarify questions. You can also compare files. I will do that with invoices. If I've got an invoice from, let's see, let's say AT&T about y'all's internet, and one price doesn't look right, I can compare those two documents side by side. Speaker 2 00:14:03 I can have Adobe Acrobat line up the two versions, and it can flag what exactly changed. So this really useful for contracts and invoices. And then I can do stamps. I love stamps. So you can do approved. You can do confidential stamps, kind of like you know old school using our stamp. This the late nineties, early two thousands. For those of you guys who are not as as young as I am. I say that I've been in IP for 28 years, so. Speaker 3 00:14:37 You could have one that says paid. Unpaid. Speaker 2 00:14:42 Okay. Yeah. So in here, if I'm looking at this, I'm not going to do it to this one because I I gotta approve this. But if I'm looking at this one, I can add that approved. If I'm in, I'm gonna open up another document. But if I'm in here and I'm looking at Copilot for Accounting. And someone sent this over for me to actually read and look at. So I'm going to open it up, and I can go back and I can do my stamp to say it's approved. And then I can do. There's a few other things I can do with it. So like this is a one-page document. I can add it into other documents. I can insert it. So I can say edit right here. I can go in and make simple adjustments. If I go to that edit. Speaker 2 00:15:30 Hi, I'm sorry. I'm losing my voice today. You you guys are the fourth training class for the day, so if if my voice goes all scratchy, ask. A couple of things additional that's not in my training because this a quarter training is generative summaries. It that is an AI feature. You can say request e-signatures. So if I have a signature section down here at the bottom, say request signatures. This actually my signatures. So you can save your signatures as well in there. But let's say I want to send a document for approval. I can send it and I can send it to everyone at once. Or let's say Lisa's got to approve something and then Julie has to approve it after Lisa approves it. I can check this box and say recipients must sign in order. So I'm going to just put their email and their name on here, and so that's how I would send that out. Speaker 2 00:16:27 If I need to assign it, if I need to sign something, and I click on that, click on the e-sign portion. I can just drag and drop my signature. I can grab it in here for it to be signed. And I've been using this system for a while, so my signature has been saved years in here. There's also other things. If I am looking at a spreadsheet, I can choose to create a from it. The combined files, which is where I can put in multiple files, and then your organized pages. Right now, we have one page, so you'll see one page here. But if I want to organize it with another one, I can combine those in, and I can split them out as well. Okay. Help tools. If a document has been scanned, and I want the system to read the scanned, especially handwritten items on a scan. Speaker 2 00:17:24 I can have it. I can turn on scan and OCR. Now it's been a while since I had a handwritten document, but I need to scan like this. So I can have one for you guys. But OCR can take a look at your handwritten pages. Be aware of that. Send for comments. I can send a document, and I can send it to Teams, Outlook. There's other options in here, but I can send it for comment. So if I'm done with this, I can say send by Microsoft Outlook. And it's going to open up and send a link, which is cool. Send a link, and I will send that over to Stephanie. Stephanie's my marketing person, and I'll say sent, and then she can comment on this page, and we'll have a comment discussion here, and she can put her comments in, and we can edit the document that way, much like how you would do it in Word. So, um. Speaker 2 00:18:23 Any questions so far before I get to the next portion? Nope. All right. So you got this little mini toolbar right here. In here, I can click and I can choose select or pan. And pan is where I can just drag up and down. Go in here. This is my comments, so I can add a comment, and I can tell it to comment here, and I can highlight and I can put the comments in. And it will open my comment right here, and I can say, I can say, is this the right order? I post it, okay. And those comments will come up, and people can click on them and read them. This one right here is I can highlight, I can underline, or I can strike through. So if Lisa sends me this document and I want to strike through a portion of it, and let's say we're not using an app anymore, it will. Speaker 2 00:19:22 Charge for, and then also with the underline, I can underline. Analysts. This one right here, this is my draw symbol. So let's say I want to highlight that and draw a circle around it, so that people can see what I'm talking about. That's where I'm going to do that. I can also underline with this button right here. I can take a snapshot of a certain section. Speaker 2 00:19:53 Oh, and I have my snapshot, and it's copied to my clipboard, and I can paste it into chat. So, and now it's in our chat. So that's like a little screenshot tool. Um, I'm gonna go back here, and I'm gonna go in. Not do that. There we go. As I'm clicking on some of these, it will expand. Down here, automatically. When I click on this, I can pin something. I can change the color. So let's say I don't want red. I want blue because my file is already red and I want blue. And I can make the line heavier or thinner. Speaker 1 00:20:39 Do that. Speaker 2 00:20:41 Now, from here, I'm going to. I keep clicking on that button. I'm going to go back into select. And with select, that's where I can highlight something to copy and paste. Now I am going to close out this file because I don't want to make it a fillable. I just save everything. But if I was to save it, I'd click on the little save button there. And now let's close out. Let's let it revert some things back. Speaker 1 00:21:11 For me. It's clear. And so here's why. Speaker 2 00:21:24 Now I'm going to go back to my timesheet edited because I want to show you guys how this portion works. In here, I have I have this. This is a timesheet for somebody. They filled out their time. I have to approve it. My weekly total is 20 hours. So what I'm going to do is I'm going to put my name in here. Now Adobe will automatically create fill and sign fill for me. Because this is one that I didn't create; it's someone else's, and I can go in here. If I can't get this to work, then what I'm going to do is I'm going to go back to this tab right here, and I'm going to tell it to type text, and I'm going to click on it here, and it's going to automatically give me that field. I'm going to put my name, and if it's a name you use often, it's going to add it in there. And then I'm going to go here. I'm going to click on this again. Speaker 2 00:22:21 And I'm going down here to date, and today is the ninth, September the fourth, twenty twenty-six, and then I need my signature. So what I'm going to do here is I'm going to click, and I'm going to look for my signature right here, and I'm going to drag it into this section. And you can resize your signature. So if it's in there and it's just not fitting. I can resize it using that little blue dot right there, and then at this point I can save it, and I'm going to go in and save it. And when I hit save, I'm going to go in here and type in the name I want. So this is 20260904 sign sheet budget, and now I can go back in and I can respond to Emmanuel on his email, and until I'm. Speaker 2 00:23:17 You know, here's here's my my message. So the great thing about Outlook is when I open this document or when I've done editing this document, here's the email it's going to, and then I'm going to go to my little paperclip right here, and that is the one I just saved. I'm going to attach it and send, and that's super easy to do. You can save your signatures in here. So if I click down on here, I can add my initials. My signatures are already saved, but if it wasn't, I can add it there. If you're on a laptop with a touch screen, it's really easy to do. Honestly, how I did this one was this was a long, long time ago. I had a copy of my signature from something I signed a scan in, and I just copied and pasted. Yes, that way. But also, it will save from your phone too if you have if you're logged into it from your phone. Speaker 2 00:24:16 And you can log into Adobe with your Ability First account on your cell phone. You just got to download Adobe Acrobat and sign it. Now, if you have a document, and I have multiple documents, I'm going to pull one up. And I actually have a document that I need to convert to a fill and sign. So I'm going to open that real quick. Speaker 1 00:24:39 Onboarding. Um. This is what happens when you reboot your computer. It was me. Speaker 3 00:25:08 Step away for a sec. I'll be right back. Speaker 2 00:25:10 No worries. It's just taking a moment for my. Peters, come up. Do you ever have those days where Microsoft just re reorders everything that you have? That's what's going on. All right. So this a policy we are sending out. So I'm going to show you start to finish what we do. So I'm going to open this up in Word, and this like I said, this a document that I am working on sending out. Speaker 2 00:25:44 And I am going to be sending out to everyone in this particular company. So I have this here. It is a policy, and I'm going to scroll down because on the very, very last page, there is going to be a signature section. And I'm actually going to use my AI tools to build this out. I'm going to insert a page break here. We might go a little bit longer, guys. So just a heads up. I am going to add a signature section here. Page break. There we go. All right, and then references. I'm going to go in. There used to be. I used to have one in here where I can insert a signature. Speaker 1 00:26:33 There we go. If I can ever find it. Speaker 1 00:26:44 Add a signature line. Okay, no problem. Speaker 2 00:26:60 All right, my mouse is a battery right now, so I'm just going to find that under the Insert tab. I. We moved it. It used to be in references, and then it was in review. Ah, if it's in six, if it's like here, yeah, it is in there. Okay, so yeah, that is in there. Thank you. Um, you can do you can do a few things in there. So there's my signature line. I can do other things, but I can add in the title. Um, there we go. Now my mouse is back. Speaker 2 00:27:41 I'm going to delete that for a second, so I can go in here. Sometimes I do it with the table. Speaker 1 00:27:46 So in here, Ability First Council Center. This is Julie. Speaker 1 00:28:22 All right, so there's my borders. Speaker 2 00:28:28 Yeah, I'm going to do with this is I'm going to go file, and I'm going to save it as an Adobe Acrobat PDF. And I'm going to wait for the window to pop up. And acceptable use. Speaker 1 00:28:44 Policy is exactly what I named it, Speaker 2 00:28:46 So it's going to name it there. Speaker 2 00:28:52 And right now it's updating it. It pulled over onto my other screen, but it's showing me updating text. Speaker 1 00:28:58 It's always gonna finish that. And now, Speaker 2 00:29:19 And now this is where it's at. So. Once I'm in here, then I'm going to go to fill and sign. Speaker 1 00:29:30 Bear with me one second. Adobe has frozen. I've got the spinning wheel. All. Speaker 2 00:29:43 Right, so here we are. So what I'm going to do is I'm going to do an Adobe fill and sign. This. And I am going to do fill in forms. So I'm not going to fill and sign it myself. What I'm going to do is I'm going to scroll down, and I am going to put that go down to the bottom. And from here, this where I can go in and double check everything. So it's going to look for form form fields that people need to sign. This the signature. Speaker 2 00:30:18 Of employee, and what I can do is I can choose what fields from here that they're going to use. Adobe is frozen again, so hang on. This is where I can choose the form fields. So from here, I can draw lines. I can choose if it's going to be a radio button, if it wants to be a cross mark or a check mark. I can put in a dot that they can fill. I can put in. Rectangles, and go from there. Now, in here, I can also choose to select, and when Adobe is wanting to behave, I can actually remove some of these fields. So just be aware of that. In here, also, I have the ability to go in and select things that I want to choose here. So I can go in and highlight, underline with my form fields. I can go in here to type text. Speaker 2 00:31:16 Although this one, I need it to disappear, so I'm going to click on it, and I am going to delete it. So anytime I see one in here, I'm going to click in it. I'm going to hit delete. Here, choose delete, because Adobe does try to find fields that it thinks people should fill out, but it's not always right. Speaker 1 00:31:38 So I'm just going to scroll through and look for one. There's one. Someone choose to delete that. Speaker 2 00:31:51 Delete this one. I went all the way up to the top, so I go back down. Speaker 1 00:31:55 Delete this one. And then I know I've got some on the bottom. Delete this one. Speaker 2 00:32:09 Sometimes, if you put it into a table on the Word document, it makes it much easier for people. To fill out makes much easier for Adobe to fill out, and then on here I can choose a few things. On this one, I can use that this one and say switch to signature. Now I don't want my signature in there, but I can I can delete my signature from this. But it's going to be in here where people can put in a signature. With my date, I can flip this. And used to they would have a date one in here, but I don't have a date. Speaker 2 00:32:44 So I'm just going to leave that one the way it is, and then for this one, it's title. I can also choose to make the font bigger or smaller, based on what we need. And then from here, I can save it. Always want to save it, and then I can say request signatures, and that's where I'm going to have people fill it out and sign it. And remember, you can either sign it in order or you can send it to a person. That makes sense. Speaker 2 00:33:14 All right, it is twelve oh two. I do have to jump into another meeting. However, guys, if you have any questions, feel free to send me an email, and that way I can I can answer your questions or send it to the help desk, and they will they can also answer any questions you have about Adobe and Adobe. They're really good at this. Sometimes even better than me. Okay. Um. Also, real quickly, I'm just going to show it to you. I'm going to just fill this in under the prepared document. You're going to have some additional things in here, so just a heads up. You can also fill it in from there, and that gives you that's where the date stuff is. So, in the date, I can change the field type to date. Date of signing. Speaker 2 00:34:13 Signature. I can change the field type here to signature. So just just to heads up on that. If you go to the next option, do that. All right. Thank you guys. Have a great day, and I will talk to you later. You're welcome. Speaker 1 00:34:35 The next one just called.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=0a1120fa-d634-48ce-a6ee-8790bc6b8c2e&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODU1NTkxNSJ9.CgoKBHNuaWQSAjY0EgsI5u7M5ruyxT8QBRoMMy4yMzUuNjYuMTk3KixpZ0ZLTnhVZHgvSFV1RERrNTZWMUU3Q2E2TU45bjFOdjA3WmRjRHlsaU1vPTCaATgBQhCiOAM1l1AAACAFozjWm4wEShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.yslAlotyqURQjPTAapGsLjdUqzAqFYj196_ZvsalTqM&ApiVersion=2.0	Processed▾	Staff with Adobe Acrobat questions to contact instructor or help desk	✓	Client Work▾	Ability First	covered by 906901 - verified 2026-09-09 EOD transcript sweep	AbilityFirst Adobe Acrobat Pro training, 9/4 11:00-12:05 (entry 906901).	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\3 - Clients and Projects\Ability First\Meeting Transcripts\Meeting Transcript - 09-04 Training Adobe Acrobat Pro Tools and Fillable Forms.txt	—	✓
09-03 Consultation: Competitive Pricing Strategy for Microsoft Licensing Consolidation (Crimson, April)	Date & Time: 2026-09-03 17:02:19 Location: [Insert Location] Customer: April from Crimson ## Overview The consultation aimed to craft a more competitive pricing strategy for a potential new client April (from Crimson) is pursuing. The core issue is the client’s existing Microsoft licensing, which includes numerous legacy and a la carte SKUs, notably **1,800** Office 365 E3 licenses. A key pain point is an imminent **5% margin reduction** on these legacy licenses effective October 1, which would materially impact Crimson’s profitability. The goal is to optimize the client’s licensing—potentially by consolidating SKUs into Microsoft 365 E5—to offset the margin loss, maintain or improve end-customer pricing, and deliver a strategic, value-added proposal rather than a simple license transfer. ## Background April is competing for a new prospect and needs more competitive pricing. Her colleague Jacob identified the prospect’s mix of a la carte and legacy Microsoft SKUs, especially **1,800** Office 365 E3 licenses. A pressing challenge is Microsoft’s **October 1** policy change that reduces partner margins on legacy SKUs from **18-20% to 15%**. Jacob engaged James, a licensing expert, to assess whether consolidating separate licenses (Office 365 E3, Entra, Teams Phone, Audio Conferencing) into a modern SKU like Microsoft 365 E5 could mitigate the margin loss. The discussion centered on whether this consolidation could improve Crimson’s financial outcome even if the end-customer price stays the same or slightly increases. ## Pain Points Crimson faces an imminent profitability reduction due to Microsoft’s legacy license policy changes, while simultaneously trying to win a large prospect—making competitive pricing critical. The current a la carte licensing structure is inefficient and drives the problem. Specifically, the **1,800** Office 365 E3 legacy licenses will incur a **5%** partner margin drop on **October 1**. Losing margin on this volume represents a substantial financial hit. They are comparing the “as-is” state—which guarantees a loss of backend margin and rebates—against a consolidated licensing model. Stakeholders include April and the broader Crimson business. April must present a competitive price to the prospect but lacks a clear strategy given the current licensing. Her primary goal is to **win this client**, requiring “better pricing.” She has the prospect’s license list but no compelling offer, creating uncertainty and weakening her sales position. The complexity of Microsoft licensing forces reliance on experts like James for scenario modeling. Without a competitive, attractive offer, the new business opportunity is at risk. ## Expectations The customer expects a detailed comparative analysis of licensing scenarios with clear financial implications. The core objective is to understand pricing and margin differences among: 1) The current state pre-October 1, 2) The current state post-October 1 with the **5% margin reduction**, and 3) A consolidated model (e.g., Microsoft 365 E5), including price and margin. This analysis will underpin the client proposal and is expected promptly, as James and Jacob committed to start immediately. Success is defined by clear “before and after” pricing models that allow April to sharpen her pricing and present a competitive offer. They also expect that optimizing the licensing structure will enable a more strategic, value-oriented proposal. The aim is to move beyond a simple assortment of licenses and demonstrate they have **understood the licensing and ensured it’s best suited to the client’s needs**—a stronger story to tell. Success would be a proposal that addresses price while adding value through optimization, potentially increasing functionality and improving license management for the end client, thereby strengthening April’s bid. The primary stakeholder is April, as it directly affects her sales strategy. ## Other Information Summary - Evaluate promotions for the Microsoft 365 E5 SKU. - Consider a **three-year term** to lock pricing and provide stability. - Copilot licensing currently carries a **5%** margin, with potential improvement anticipated in October. - The analysis assumes Office 365 E3, Entra, Teams Phone, and Audio Conferencing are assigned to the same user group, as exact assignments are unknown. ## To-Do List - [ ] James and Jacob to produce a pricing analysis comparing: 1) Keeping licenses as-is post-October 1 (with margin reduction), and 2) Migrating to a consolidated Microsoft 365 E5 SKU. - [ ] James and Jacob to incorporate all margin changes, potential promotions, and annual pricing into the models. - [ ] James and Jacob to deliver the “before and after” pricing scenarios to April. > **AI Suggestions** > The AI identifies the biggest pain point as the imminent 5% margin reduction on 1,800 legacy Office 365 E3 licenses, jeopardizing profitability and competitiveness in winning a new prospect. Consider: > 1. **Develop a Value-First E5 Migration Proposal:** Lead with strategy, not price. Emphasize enhanced security, compliance, and functionality in E5 absent from the current a la carte setup. Provide a concise one-pager highlighting gaps in the current security posture that E5 closes. This reframes the conversation from cost savings to risk mitigation and modernization, supporting a stable or slightly higher price while protecting margin. > 2. **Model a Phased Migration Strategy:** If a full immediate move to E5 is too costly, propose a phased rollout. Start with a pilot or users who need full E5 features; for others, move to modern, non-legacy SKUs (e.g., Business Premium where eligible under the 300-seat cap) to avoid the margin change. This shows flexibility and manages budget while transitioning off problematic legacy licenses. > 3. **Leverage a Multi-Year Agreement for Discounting:** Propose a three-year commitment for Microsoft 365 E5 to unlock better baseline pricing and price stability. Use secured backend margin from the new SKU to offer a modest upfront discount, effectively sharing some protected margin to win the business.	Sep 3, 2026	Speaker 1 00:00:00 Had looked into some additional discounting for you. I can put up, I guess, like the email thread that I'm kind of basing the entirety of this off. Speaker 2 00:00:08 And I can, I can jump in there too. And James, really, what what what April did is she she shot over the licensing of a new prospect that she's she's looking to get competitive at. And what I identified is that he seemed to have not some legacy SKUs, but some a la carte SKUs, and that's where April I reached out to the higher. The mind that be because I don't I know how to find the maybe some some additional revenue for you April but I don't know how they do it with their Microsoft knowledge so I enlisted James yeah exactly enlisted James just to do a just a brief kind of licensing overview and to see James if there was any you know hey we have business premium and then a la carte licensing if there was any way that they could. Speaker 2 00:00:58 Take advantage of some of those bundled SKUs, and I think we talked about that through email. But, but yeah, exactly. Just looking, not necessarily to find her more margin with with us, but yeah, definitely off off of off of Microsoft SKUs for sure. Speaker 1 00:01:12 Okay, yeah. So I'll put up then the trace that I had, and it's really hard from the outside looking in to just kind of look at the license lists and then say, oh yeah, merge these without knowing who's going to find what. Right. So this the initial list. I'll maybe make it a little bit easier to see here. There we go. So to to Jacob's point, there are some of those legacy licenses that we'll look at. Are often these Office three six five licensing. This kind of anyone who wanted to say they had an enterprise license. This the way to go about it, albeit with a pretty heavy gap on the security side. So these, if we can understand the use case here, there are obviously a substantial number of them. Speaker 1 00:01:54 We can look. We can look for maybe an optimal licensing. Transparently, it's unlikely that it would come down in price, especially at that quantity. Even if I think of going to the business suite, for example, that would be capped at three hundred. So we'd serve a small portion, kind of one sixth of these. But that would be the extent there. And then looking at kind of your Entra one. With those E threes, presumably joined, just given the quantities, again we can start to look at what a what a use case might be. Again, I don't expect the price to come down, but it would be more optimized. It would have a lot more functionality. But for a peer pricing discussion, as we as we hinted off here, not necessarily something that's going to help us move the needle down. Speaker 2 00:02:43 I guess with with those. Would would migrating those though offer with the October changes? Would it offer more partner margin? Seeing as the the E three E five and and what I was thinking, I don't. And this is why I enlisted you. Is like seeing like the the Teams phone, the audio conferencing E three E five. Is there not one license that encompasses like all of? Of 365 applications, or or like you said, it might not bring the price down necessarily. Speaker 1 00:03:17 That's it. So like they really have, let's say, audio conferencing, Teams, phone, as well as Entra and E3, right? The E3, you'd be looking at an E5 and 365 E5. So again, we can definitely look at it. Maybe that's some numbers that we can crunch on our side, Jacob. But generally, I'd still expect the price to go up a little bit here. Honestly. But we can definitely let's crunch those. I think you and I can break. I don't think we'll be the full thirty minutes on this call here, right? So we'll we'll take a look at that and kind of say, okay, if we assume these these four are all paired together, well, E5 to your point from license management, we can look at promotions. There's some stuff that we can do, including the the five percent margin chain on these. Speaker 1 00:04:04 Is that gonna? Is that still gonna be enough to bring the price down? That kind of my curiosity, but we'll we'll present it. I mean, right. Speaker 2 00:04:11 And even if the price is the same to the customer, if if Crimson if Crimson is able to capture more backend, whether it be margin or rebate. Sorry, my son. No, no, mine does it all the time. Usually he can't get through the door, but sometimes he he must be getting weight. But yeah, if there is any, because like I said, I know October first, some of those legacy licenses are moving from the traditional, you know, eighteen to twenty percent down to fifteen percent. Yeah, Speaker 1 00:04:42 So these are going to be losing five percent on these eighteen hundred licenses, which is no small quantity, obviously. So losing five percent there is, yeah, is entirely we're twenty nine days, twenty eight days away from that. Speaker 2 00:04:56 And if they did that merging, James, that you're talking about, would that still be the five percent loss, or is that would that be a SKU that would be moving outside of that impact? Speaker 1 00:05:05 We'd be moving outside of that five percent margin again, strictly on this singular SKU. So the Entra Teams phone Audio Conferencing wouldn't benefit or wouldn't be affected by that five percent change. But there too, if we can look at the E5, we'll put the price comparison together, then we can start to look at. Whether there are available promotions, look at maybe even on a three - year term, we can get that price stability. At least we can lock it in. But yeah, I think let's start by doing the quick exercise of just putting those numbers together, throwing in the margins from Shareware margin reduction. Speaker 2 00:05:38 Right. If we look at those, the kind of AB comparison of if we leave it the same, you're going to lose the five percent at the at the end of the month. If you change it, price might stay the same. Price might even go up one percent, but then the five percent that you're going to keep would outweigh that that slight price increase or that lateral move. But yeah, April, is that kind of? Are you tracking that? The idea, anyways, that that I trying to get creative, kind of thinking outside of the box. Speaker 3 00:06:06 April, um, not that's quite, but yeah, I'm kind of getting the gist of what you're discussing. But yeah, basically, we just need it better. Pricing that we can offer to this client that we're trying to win. Speaker 1 00:06:20 So okay, so yeah, so we can so yeah again. So for pure pricing, let's let's model the two again, Jake. We'll we'll hang around on the call here. It'll it'll be five minutes. If you can get the quote list ready, we'll we'll jump right in and do that right away. So we can do that, and then from there on the copilot licensing, you did call it out here. It being only five percent. Yeah, this is something that in October we do expect to have some. Some additional room for you in here, so this is something that we can we can absolutely look at and increase that. So I think what we'll do again is you'll give us I guess like the next 21 minutes or so. Here we'll wrap up here in a moment or so. Jake and I will put the balance of the or put the full numbers together. There's an annual pricing on this, so we'll we'll get that all connected here for you, and then we'll have. Speaker 1 00:07:10 Kind of like a before and after price. Kind of before being current state, if everything comes over as is based on current margins, and after would be maybe two scenarios. One scenario as is post October to account for the margin changes, and then as is if we were to move to E five, what that would look like as well. That way, I think even from your approach from the customer, it isn't just hey, we're just taking this kind of. You know this assortment of licensing and moving it, but we're really actually taking the time to understand the licensing and to make sure it's best suited to their needs. So I think that's a, in my opinion, that's a nicer story. But yeah, we'll come back with those two scenarios here for you. So we'll we'll do that. I think for me, I wanted to get on a call to see if you had any visibility as to if these were all assigned to the same, let's say, sixteen hundred users here, being kind of a lower count between them. Speaker 1 00:08:07 Just without having to assume, but we'll we'll carry on with the assumption and we'll have an idea for the for the pricing at least. Speaker 2 00:08:15 Yeah, in April when we look at that AB comparison, what we'll like what James is saying, we'll make it very clear for you. As A, here's here's what you can offer in the current state as of October first. B, if we if we looked at consolidating and optimizing October first, here's what you would be looking at. Okay. In April, I think the biggest, yeah, the the biggest value is that you're not going to lose that five percent from a partner rebates and incentives on the back end, and if that's if that's where you want to sharpen your pencil, then you'll have have some extra room there to to you relay that to the client as well. Speaker 3 00:08:59 Okay. Speaker 2 00:08:60 Awesome. Perfect. Well, we appreciate your time. We'll go ahead and stay on here. April, we'll give you the the rest of the time back, and James and I will we'll see what we can run. Just just quickly, estimate wise. Speaker 3 00:09:13 All right, awesome. Sounds good. Speaker 2 00:09:14 Thank you both for your help. Yes, thank you. Have a great day. Speaker 3 00:09:18 You too. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=b9ba0676-7093-4a14-9d8f-35b4b4fc06ec&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODQ1OTQ3NCJ9.CgoKBHNuaWQSAjY0EgsItvzerKr6xD8QBRoNNTIuMjMuMjM1LjE2MiosOGVXeU43bVhqZmVGRnp4K0VrdU4xOUtwMHFqam5ZdzhJYWFaZnRnZEtzbz0wmgE4AUIQojenPEPwAAAtdeg6sx3MCkoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.NhV113sffkcWEqdsh0fom_cIzQxwX6-hgmMvoJKCpVc&ApiVersion=2.0	Processed▾	Evaluate whether a three-year term commitment unlocks better Microsoft 365 E5 baseline pricing or promotionsApril to review delivered pricing scenarios and sharpen her proposal for the prospectJames and Jacob to produce before-and-after pricing analysis comparing keeping legacy licenses post-October 1 versus migrating to Microsoft 365 E5+1	✓	Crimson Internal▾	Crimson IT	FLAGGED - not logged, needs Christi	NOT LOGGED. 9:18 Sherweb/Microsoft licensing consultation on competitive pricing for an April prospect (~1,800 seats). Christi is never addressed and never identifiably speaks, and there is NO calendar block for it on 9/3. Cannot confirm she attended vs. the Plaud capturing a call she was passively on. Proposed if she confirms: Crimson IT (250), ticket 956831, CIO(14)/workType 55, DoNotBill, 0.15h (9 min).	—	—	✓
Pulong ng koponan: Admin at Finance: transisyon sa trabaho, inayos ang operasyon	 Nagpulong ang koponan upang pag-usapan ang transisyon sa mga gawaing administratibo at pinansyal dahil sa paparating na maternity leave ni Elisa. Tinalakay ang mga natutunan sa mga nakaraang pagsasanay, mga hamon sa pagsingil sa mga proyekto sa konstruksyon, mga update sa renewal ng mga lisensya, at ang pamamahagi ng mga tungkulin sa pagitan ng admin at finance. ## Transisyon sa Finance at Pagsasanay kasama si Elisa - **Mga Natutunan sa Pagsasanay**: Ibinahagi ni Maggie na marami siyang natutunan sa invoicing partikular na ang epekto ng mga setting sa ConnectWise, kung saan ang mga fixed fee na converted mula sa transactional ay hindi maaaring i-bill nang hiwalay para sa travel kung hindi ito ibabalik sa actual fee. Napansin din niya ang kahalagahan ng tamang time entry ng mga tekniko para sa malinaw na pagbasa ng mga kliyente. - **Hamon sa Estilo ng Pagsasanay**: Ayon kay Christian at Steph, may pagkakataong nakalilito ang takbo ng pagtuturo ni Elisa dahil marami siyang naiisip na pagbabago habang nagpapatakbo ng session, at mas nahahabaan sila sa mga prosesong maaari namang dumaan sa shortcut. Iminungkahi ni April na sabihin nang direkta kay Elisa na ituro ang mas madali at mabilis na paraan. - **Pag-download ng mga Rekording**: Pinaalalahanan ni April ang koponan na i-download ang mga rekording ng pagsasanay mula sa Teams channel bago ito mapatapos o ma-expire, at hingin ito nang direkta kay Elisa pagkatapos ng bawat session. - **Feature sa Billing Reconciliation**: Nabanggit ni Steph ang isang magandang feature sa offline tool ni Elisa kung saan maaaring i-save ang session para maipasa sa ibang tao nang hindi na kailangang ulitin ang mga nasimulang hakbang. ## Pagsingil sa Proyekto ng Konstruksyon at Pag-aari ng Proseso - **Pagsasagawa ng Internal Invoicing**: Ipinaliwanag ni Maggie ang proseso ng pagsingil kung saan ang subcontractor na si Kuya Mark ay nagpapadala ng billing format para sa halagang aprubado ng kliyente (halimbawa ay PHP 45,000 mula kay Alpha), at gagawan ito ni Maggie ng down payment (DP) invoice sa Crimson para sa katulad na halaga. Ang internal invoice na ito ay isasara nang hindi ipinapadala sa kliyente upang magsilbing batayan ng pagbabangga ng bayad para sa finance. - **Pagkuha ng Extreme Ownership**: Nagkaproblema noong nakaraan dahil nag-invoice sina Miguel at Kuya Mark nang hindi ipinapaalam sa admin, kaya walang mapagbanggahan si Jane ng natanggap na bayad. Inutos ni April kay Maggie na kunin ang buong ownership sa pagpapaalala sa kanila tungkol sa billing upang maiwasang masisi ang admin at matiyak na hindi nakakaligtaan ang pagsingil. ## Pamamahagi ng Trabaho at Operasyon sa Marketing - **Paghahati ng Reports at Billing**: Nagkasundo ang koponan na mas madaling hatiin ang billing dahil nakatakda na ang mga halaga nito, kumpara sa mga ulat na pabago-bago depende sa tugon ng kliyente. Plano ni April na ipamahagi ang mga mas madaling ulat ng mga kliyente kina Maggie at Steph. - **Hamon sa Accounts Payable at TS Billing**: Ipinahayag ni April ang kanyang pag-aalala sa pagsasabay ng accounts payable ng finance (na nangyayari dalawang beses sa isang buwan tuwing ika-15 at ika-30) at ng kanyang sariling TS billing tuwing katapusan ng buwan sa susunod na dalawang buwan. - **Pamamahala sa Marketing**: Papasok na sa ilalim ng pamamahala ng admin at direktang pag-apruba ni April ang mga gawain sa marketing ni Steph. Hindi na maaaring magpagawa ang iba ng mga materyales kay Steph nang walang pahintulot at pag-apruba ni April upang maiwasan ang mga nasasayang na gawa at hindi pagkakaunawaan sa mga bersyon. ## Mga Renewal, Lisensya, at Update sa Kliyente - **Diskwento mula sa ShareWeb**: Galing si April sa isang pulong kasama ang ShareWeb upang humingi ng mas magandang diskwento para sa isang potensyal na kliyente na may humigit-kumulang 1,800 na seats. Nag-uusap pa ang ShareWeb sa kanilang internal na proseso para sa bundles at discount bago magpadala ng panukala. - **Renewal ng ConnectWise at Sophos**: Nilagdaan na ang renewal para sa RMM at ScreenConnect, ngunit nakabinbin pa ang para sa PSA (ConnectWise Manage) at BrightGage na kailangang ipasa kay April kapag handa na. Para sa Sophos, binaligtad ang proseso kung saan kailangang alamin muna ng koponan ang bilang ng mga user bago ipasa kay Charles; ang lisensya ng Kellogg ay nasa 240+ users kahit na ang range nito ay 200 hanggang 400. - **Iron Gate at Newmark**: Bibigyan ng Iron Gate ang koponan ng partikular na card para sa kanilang mga lisensya, ngunit pinaalalahanan ni Vincent na mag-ingat sa pagdadagdag. Para sa Newmark, hindi pa sila nagbabayad ng down payment para sa lisensya ng Meraki dahil hindi pa nagpa-follow up si Maricar. ## Iba pang mga Usapin at Personal na Balita - **Maling Pangalan sa Badge**: Napansin ni April na ang nakalagay na pangalan sa badge ni Eric Lemus ay "Josh Lemus" kahit na Eric ang nakarehistro sa system. Sinabihan niya si Steph na magbukas ng bagong ticket sa Cove para sa pagpapalit ng pangalan gamit ang huling limang numero ng badge. - **Personal na Update**: Ibinahagi ni Maggie na aprubado na ang kanilang aplikasyon para sa sariling sasakyan na Mitsubishi Expander Cross, na kinuha sa pamamagitan ng banko sa Baguio at mayroon lamang 3,000 mileage. Masaya rin siyang ibinahagi na maayos ang resulta ng kanyang check-up sa mata matapos ang surgery. Si Steph naman ay nagpaayos ng kanyang mga gaming console sa Greenhills noong Sabado at naging abala sa pag-asikaso sa kanyang siyam na pamangkin na bumisita mula Pampanga. ## Action Items **@Maggie (Team Member)** - [ ] Linawin kay Maricar na dapat mag-follow up sa down payment tatlong araw matapos ipadala ang invoice. - [ ] I-inform si Miguel (Project Manager) na hindi pa nagbabayad ng down payment ang Newmark para sa kanilang Meraki license. - [ ] Tumawag sa Meraki upang humingi ng grace period para sa lisensya ng Newmark. - [ ] Kunin ang extreme ownership sa pagpapaalala sa mga engineer/PM tungkol sa internal billing para sa mga proyekto sa konstruksyon. **@Steph (Team Member)** - [ ] Magbukas ng bagong ticket sa Cove (Access Changes) gamit ang huling limang numero ng badge para itama ang pangalan ni Eric Lemus mula sa pagkakasulat na "Josh Lemus". - [ ] I-download ang lahat ng rekording ng mga nakaraang pagsasanay kay Elisa mula sa Teams channel bago ito mapatapos o ma-expire. **@Christian (Team Member)** - [ ] I-coordinate kay April ang mga detalye ng renewal para sa Citrus at suriin kung nasa dashboard pa ang Meraki ng mga dating kliyente. - [ ] Ipagpatuloy ang pag-review ng gross margin kasama si Steph. **@April (Team Lead / Manager)** - [ ] Talakayin kay Pete sa kanilang darating na 1:1 meeting ang posibilidad ng spot bonus para sa koponan dahil sa karagdaggang trabaho sa pagtulong sa finance habang naka-leave si Elisa. - [ ] Pag-aralan ang mga hindi pamilyar na kasunduan tulad ng GMF at Citrus Meraki licensing sa darating na long weekend.	Sep 3, 2026	Speaker 1 00:00:22 Gusto buhay-buhay. Speaker 2 00:00:25 Hello. Speaker 2 00:00:28 Good morning. Hello. Good morning. Bakit parang tumawid ka ng, Ulan? Speaker 3 00:00:36 Galing akong meeting ng ShareWeb. Speaker 2 00:00:40 O, kausta? Speaker 3 00:00:42 Nagpapahiga siya ng Better Discount. Kinabi kita. Speaker 3 00:00:48 Kasi merong bagong... Lead na. Speaker 3 00:00:54 Ang dami kasing seats So potential client. Hindi pa natin siya Client. But kung makuha Tayo ng much better discount from ShareWeb. Much better. Kasi yun yung, naghahanap Ng mas makakamurang, License yung client na yun. Around 1,800, na. Seats ang... weh. Speaker 3 00:01:24 Ganun ba. diba diba? Speaker 2 00:01:26 O, madugo na naman yata to. Speaker 3 00:01:29 Yeah. Eh, si Answer sabi niya, Find out from ShareWeb, If you can get better discount para, ma-win yung client. But, Speaker 3 00:01:38 Nakakaloka. Pwede naman din. Sa meeting kanina, Dun lang sila nag-usap-usap, Ng magiging, Kumbaga, Speaker 3 00:01:46 Um, Speaker 3 00:01:48 Discuss na nila kung paano Ng discount or bundles ang gagawin nila. So, wala akong maintindihan sa mga pinag-uusapan nila. So, lalakihin the internally. So, sabi ko, I just need a better Discount. Sabi ko, if available Na yun at ready na kayo, Send na lang yun, Sa akin. Pero yun sabi niya, okay. Sabi niya, I'll give you back yung 20 minutes of your time. Sabi niya, Mag-uusap daw muna sila internally. Sabi ko, Nagpa-meeting pa kayo. E di sana nag-uusap, Na lang muna kayo. Tingin mo ba sinama ako. Speaker 3 00:02:16 Sinasayang yung oras ko, sabi ko. Nakakaloka. Kaya nga sabi ko, Tinapos na rin nila. Dahil wala talaga ko naintindihan sa pinag-uusapan nila kung paano, Internal process. Speaker 2 00:02:27 Ang ganoon nila. May meeting ka na ba nito, diba? Pagkatapos nito, may meeting ka. Speaker 3 00:02:31 Oo, kaya may hard stop ako ng 11.30. May meeting ako with, Pete naman and the finance Ladies para sa update. Speaker 2 00:02:43 Mamaya hapon tayo, diba, Steph? Speaker 4 00:02:46 Meron ako ngayong alas 12 din kami ni Elisa. Reimbursement. Speaker 3 00:02:53 Ano na sinasabi ang mga training with Elisa? Lahat ba kayo? Speaker 3 00:02:60 Ikaw, Steph, reimbursement. Speaker 4 00:03:05 Mamaya pa yung reimbursement. Yung sa OT and timesheet, tapos na kami. Tapos gross margin review pero naputol yung atin. Kasama ko si Christian. Uulit pa kami. Ay hindi. Gagawin na namin mamaya. Pero pag may mga tanong na lang. Tapos yun lang. Kami nakadalawa na. Speaker 2 00:03:24 Ano ba gagawin lahat yun, Steph? Yung monthly recurring lang yung satin. Tapos yung barricade na yung kabila. Sige. Speaker 4 00:03:33 Okay, Christian ako. Pagdating lang mamaya. Speaker 3 00:03:37 Maggie. Ano yung ginagawa natin? Yung kay Maggie, ano? Speaker 5 00:03:41 Eh, matagal. Charot. Tatlo na. Speaker 3 00:03:43 Ay, kung nga pala pinakamadami. Speaker 2 00:03:46 Ay, magpapili ka na lang Kung saan ka, project management o finance. Speaker 4 00:03:52 Tanong ko nga si Jane, Tapos naikwento ko yan. Sabi ni Jane, Pagbalik ni Elisa, Si Maggie na yung madam. Speaker 4 00:04:00 Magpapalit na daw kayo. Speaker 5 00:04:03 Ano ba yung nagawa na namin? Yung sa PTOs, Tapos yung, Ang madugo actually yung sa project ng. Speaker 3 00:04:33 PTOs. Speaker 5 00:04:12 Pag-update nung mga bago mag-queue up. Kasi lahat ng project, Ito check namin pala per, Invoice at saka PO. Pero, na-appreciate ko yun. Kasi at least kung may mali ako na yun, Paano ako nag-, Oh, alam mo na. Makikita ko siya. Oo. Diba? Parang, Pete, parang gusto ko na lang to. Charot. Speaker 3 00:04:35 Hindi, magandang opportunity din kasi Na feeling ko nga. Blessing in disguise na rin na Mag-maternity leave siya dahil nagkaroon tayo Ng opportunity na, alam mo yun, Pag-aralan talaga kung ano yung Nangyayari sa finance Kasi sa atin nagmumula eh Bago mapunta sa kanila eh. Sa kanila. Kaya parang. Speaker 5 00:04:55 Nakita namin yung, Mali ko doon Kasi nga may mali din Si ConnectWise. Hindi siya Nag-reflect doon sa, Second na DAP invoice Doon. So, At least that time, Doon din namin chineck kay Elisa. Kaya parang, ang tagal din nung training namin Kasi parang tinatapos namin. Papakita niya, tapos tatapusin, Namin dalawa. Tapos kahapon, Naman is yung mga Ang tawag nun, Speaker 5 00:05:25 Nakita namin din yung mga Open na POs, Or closed na PO, pala na hindi pa bayad. Tapos kung hindi ko pala bill. So, status Status lang naman yun. Pero, Ayan, okay na. Tomorrow, ata yung sa Sales Stock something. At least. Speaker 2 00:05:43 May meeting pa eh. Sama ba ako? Speaker 5 00:05:46 Oo, ata. Mininsan na ata ni Elisa. Speaker 3 00:05:52 Wait, nahanap ko yung senate Elisa na, List of trainings. Speaker 3 00:05:60 Nasa ano? JC. So, JC nga ba yan? Speaker 2 00:06:06 Ang ulit, ang ulit. Nakapark ata sa akin. Search ko lang. Speaker 4 00:06:13 Ano ba yan? Ay hindi pala. Speaker 2 00:06:15 Yun pala yung sinasabi ni Marikai na magulo. Kasi, oo, kasi, Ang ginagawa niya, Parang wala siyang process na steps, by step na ano. Speaker 5 00:06:29 Oo. Ako nga, Nag-notes na ako, tas biglang, Ay! Long cut pala. Yan ang ituturo niya. Ang gagawin pala yung shortcut. Speaker 3 00:06:39 Alam mo, feel free na sabihin sa kanya Na at least go direct to the point na lang Kung ano yung mas easier, And mas Shortcut, Na mas madaling ma-pick up. Yan na lang ituturo niya. Speaker 2 00:06:54 Diba, ano step sinabi ko yun? Sabi ko yung pababali lang, Trabaho ka ba. Ano sabi niya? Eh, ganun pa din. Tuloy-tuloy lang siya. Speaker 3 00:07:04 Feeling ko, ano niya yan, Even sa pag-write ng email eh, Nahahabaan ako sa kanya. Speaker 3 00:07:11 Napansin ko, parang Tulad nung kaninang reply Kay Michelle. Speaker 3 00:07:17 Dapat pinaprompt na lang niya na Direct to the point, shorter, but still, capturing yung important context. Anyway. Speaker 3 00:07:26 May pang-reprompt ko yan. Concise. Make this concise. Diba? Kasi, ikaw mismo sa sarili mo, Magbabasa ka ng ganong kahaba na email, Nakakatamad. Alam mo yun, Kaya, Dapat ilugar mo rin yung sarili mo Doon sa mga kaka-receive ng email Or nung mga kaka-receive ng training, Para at least, Alam mo yun, Maintindihan mo kung bakit, Mas gusto nila ng ganitong approach. Speaker 3 00:07:49 Anyway, So, yun, Sige, Pag kami naman na nag-training, Kasi, Hindi pa ulit natuloy yung training namin, Dahil last, Ito lang ako nagkaroon ng QB access. So, Speaker 2 00:07:60 O, kasi Steph nga, Di ba Steph ako kasi background na namin. Si Steph talaga hindi niya naintindihan, Hindi mo ganun naintindihan naintindihan yung turo niya, no? Speaker 4 00:08:08 Yung kahapon, ay yung Gross margin hindi. Pero yung first session, Namin sa timesheets, okay naman kami. Pero yung Kasama ka Christian, kaya sabi ko Sa'yo ako magtatanong. Kasi sabi ko, paano, Ako maintindihan yung context? Nagagalun ako. Hindi ko kasi maintindihan Eh. Speaker 2 00:08:26 Dapat mag-start niyo na siya sa ano. Speaker 3 00:08:32 Nirecord niyo pa NC Dave sa, Teams channel. Speaker 3 00:08:38 Kukunin niyo doon Sa para... Kunin niyo na dahil may expire yan Baka makalimutan niyo. Para hindi may expire doon sa Teams channel. Every after the training, Remind niyo na siya na i-download, And i-send sa inyo. Ikaw na nga kumuha lahat. Kasi sinabi ko sa kanya yan eh. Speaker 4 00:08:58 Sige, nilagay ko na sa Microsoft To Do ko. Sige, sige. Speaker 2 00:09:03 Okay. Speaker 3 00:09:05 Let's start kasi may hard stop ako. 11.30. Speaker 3 00:09:09 Okay. Personal, professional, good news. Grabe, wala na akong personal ng ilang ay kit sa buwan na. Speaker 3 00:09:17 Kasi laging umuulan lang. Speaker 2 00:09:19 Wala sa labas. Speaker 3 00:09:20 Mga check out ko. Wala ba? Speaker 3 00:09:25 Wait, kinabahan ako. Ano siya, answer? Wait, na-distract ako. Speaker 3 00:09:32 Ayun, nagpaplano ako bumili Ng standing desk na Kasi gusto ko nang, Maka-experience. And ayun, Pag nakakita ako ng Mga work from home set up Na ano, Shit, sabi ko, Pagkakaganoon sana naman ito. Kaya gusto ko Maiba naman. Kasi medyo Makalat at magulo yung, workstation ko. Gusto ko medyo Makalat at magulo. clean and walang masyadong kalat-kalat na even yung mga wires gusto kong i-organize kaya parang mas okay mag-work. So, oo nga, yun ang personal ko. And then, noong Monday pala, nag-quick kami kumain sa labas with the family kasi second month na nung pamangkin ko yung bunso. So, ayun, sinamantala namin medyo umaraw kaya nakalabas kami lahat. So, yun. Speaker 3 00:10:23 Kumain lang kami. And then professional, good news. Ayon, continuous learning pa din. Minsan may mga, like yung kahapon, Kung napapansin niyo may mga tanong-tanong ako about agreements. As I go, doon ko na papag-aralan talaga isa-isa. Hindi ko siya matutuko ng in one go. Like yung goal ko na rocks ko na pag-aralan talaga. Feeling ko kailangan ko ng... Alone time The whole day, Na yun lang yung tukan ko. Speaker 3 00:10:53 Kasi ang hirap, Yung pag-aralan Ng lagi kang kailangan, Na here and there April, April, Yung ganoon, Kaya parang Hindi ko siya matutukan, Kaya nga sabi ko Ngayong long weekend, Baka Monday Yun na lang gawin ko Since wala naman akong lakad So baka Yun, Mag-ano Pag-aralan ko yung, Yun nga Yung mga agreements, Na hindi ako familiar Like yung mga, Unusual Yung mga GMF na yan, Yung mga, Citrus na, Hindi natin usual na encounter Na nangayon ko lang nalaman na Meraki licensing lang pala sila. Speaker 3 00:11:25 At wala tayong recurring na support sa kanila. So, ayun. So, yun yung mga pag-aaralan ko. And then, misan kasi From time to time, magtatanong si, Pete na Ano yung tungkol dito kay ganitong, Client, ano yung services, or ano yung support Ang pinaprovide natin sa kanila. Alam mo yung Unless matatanongin ka. Kaya parang misan ang hirap na, Sabihin mo, So, Okay, let me. Pero sasabi ko naman sa kanya, ito check ko kasi hindi ko siya Kabisado ng lahat-lahat. Kaya parang Ang goal ko ngayon is at least. Speaker 3 00:11:55 Kung matanong man ako in the future Is yung alam ko yung gist or idea kung, Ano yung client na to. Ano yung mga ano. Pero alam ko mahirapan, Talaga kasi 60 plus clients yun. So kung paano, Mong makakabisado talaga Lahat yan. At least, mapag-aralan ko man lang siya ng pahapyaw Isa-isa. So, para ma-familiarize Yung sarili ko. So, Ayun, yun lang ang, Aking professional And personal good news. Maggie? Speaker 5 00:12:27 Wow! Okay. Ako naman sa personal good news. Ayun, thankful kasi naging, nung check-up namin nung Saturday ni Seg, kaya nag-lunch out din ako, is okay naman siya. Tapos kung ano yung nakita na scar dito sa left eye ko after nung surgery is okay na, wala na, sabi nito. And then, na-amaze din yung, kasi pumunta rin ako sa ophthalmologist ko, na doktor mismo. Tapos, nagpa... Speaker 5 00:12:59 Yung anti-rad na lang ako, ganyan. Tapos na-amaze siya kasi nga at yung side effect sa akin is hindi. Eh yung mga ibang patient niya kasi is talagang nahirapan ata. Yung parang dahil sa light, parang ang kailangan niya is yung glasses na talagang shaded siya. Ah, pag nagpagawa ng salamin, yung mga bagong opera. Iba daw kasi yung side effects. Speaker 5 00:13:29 Sa kanila. Dahil din Sa ibang klaseng, Surgery. Speaker 5 00:13:36 Tapos, ayun. So, okay naman. Mahal nga lang talaga yung drops Na parang i-maintain niya yung Eyes mo para hindi Mag-dry. Pero, Thank you, Lori, pa din. Speaker 2 00:13:48 Ganoong katagal yun, Mags? Mayroon bang certain time lang na. Speaker 5 00:13:52 Mag-dry. Yung one week namin, Yung one week namin ni Seg is every hour Yung dalawang drops. Tapos nung naka one week kami, every four, Hours na lang. Speaker 3 00:14:04 Paano pala yung, kunwari pag gising niyo, Di ba po huwag magkusot ng mata? You're turning visitor. As in talagang, i-wipe mo lang siya. Speaker 5 00:14:14 Unconsciously na, Ay, natatakot ako ba? May ganun daw, may ganun naman daw, pero, May ganun daw. Kailangan mo lagi mag-drops and drops. Alagi yung may drops. Pero kung may something kang na-feel na iba, Balik ka doon. Okay, okay. So yun talaga yung parang, Yung saot namin, Hanggang ganyan talaga siya. Kahit patulog? Oo. Kasi unconscious ka din minsan kapag tulog. Magaganon mo. Speaker 5 00:14:45 Kaya, yun. Masakit man sa likod. Pero, yun nga. Nag-tissue kaming ganyan ni Seg para hindi ganun kasakit. Pero, Ako, Naman, Nanay na na Nakaglasses or may nakasuot Kapag tulog. Sanay na sanay. Yun. Hindi lang Ako Nanay na hindi nakaglasses kasi ngayon sabi ko, 27 years Akong nakaglasses. Pero, ayan. Mga fashion-fashion na lang. Kaya mga Chine-check out ko is mga glasses. Ganun. Speaker 5 00:15:11 Uy, mga kapag shades na kayo ni Seg. Oo. At yun yung first namin binili ni Seg Nung after surgery namin. After first check-up Pala namin na ganoon. So, Nag-SM kami that time. Ayun. Tapos, ang dali kong personal Charot. And then, yung second naman is, hindi man kami, Nakalabas nung Anniversary na anniversary namin Dahil nga maulan. At ang gusto sana namin puntahan is yung. Speaker 5 00:15:42 Bundok na may, yung, Ay, yung Restaurant na nasa bundok, pero Maulan nga. Pero yan. Thankful for another year Together. And then, At least masaselebrate namin Sa Saturday. Ayan. Olo, biyahe kami. Yes. Kaya, Biyahe lang naman dyan sa La Union. Hopefully, may araw naman, Sana. Sana. Pero yun lang, hindi ako makakaswimming. Speaker 5 00:16:13 Kasi bawal. One month na, Bawal ang swimming. Tampi-tampi sa'yo. Speaker 4 00:16:18 Ano? Palahati lang. Speaker 5 00:16:20 Oo, ganyan lang. Speaker 2 00:16:22 Mahapdi siguro yun. Speaker 5 00:16:24 Oo, kasi yung chlorine, diba? At saka yung At saka yun, Yung tubig alat din. Pero yun nga, pag may mangyaring ganun, Drops-drops lang daw. Kaya maging okay. Professional good news naman, ayun, tama si April, natututo pa rin. Parang every time na may bago, doon mo matutunan. Tapos, yun nga, yung parang natutunan ko is more on siya sa invoicing, lalong-lalo na yung, mabilis lang naman, pero kailangan ko pa rin ng guide ni April. Speaker 5 00:17:05 Saka yung behavior niya, Speaker 3 00:17:06 Ito lang natin nalalaman na Yung mga, Converted into transactional Tapos naka-fixed fee, Hindi mo mabibill separately, Yung travel to, kailangan ibalik mo siya sa actual fee. Alam mo yun, Yung mga settings na, Nakaka-apekto sa invoicing, Dun mo maiintindihan Bakit ganito. Speaker 5 00:17:27 Bakit ganyan? Kaya delete ng Invoice, ganyan. Pero at least, ayun, natututo. Lalo na din yung, para mas mabilis na rin Kapag doon, meron sa agreement, ganyan. Tapos talagang aaralin mo Yung mga time entries nila. Kaya, yun, doon ko rin naintindihan pala Yung kaya nakahibang si Marvin sa tech, Kung paano sila mag, Time entry. Kasi kung ikaw yung totoo. Diba, kung ikaw yung client, Anong babayaran ko dito sa Time entry? Speaker 5 00:17:58 Kung paano mong babasahin? Yung ganoon. Ayan, tapos ito din, yung sa construction, ganyan, yung sabi ko nga kay Seg kahapon na parang nagawa mo na yung best mo o yung work mo, ikaw pa rin pala yung maghahanap ng paraan para may mabill ka, yung ganon, which is yung siya dapat yung magre-remind na ay, wala na akong na-invoice sa kanila, lalong lalong nakapag yung. Speaker 5 00:18:29 Client na hindi natin Dinadirect yung billing, yung, Meron silang way, yung kailangan I-approve ni client yung, I-invoice natin sa kanila, yung ganoon. Parang hindi nila napansin na March pa pala yung last, Na... Wala silang Tracker? Hindi ko din. Speaker 3 00:18:47 Alam. Dapat di kayo, Kumawa rin sila ng, parang Yung MRR tracker natin, yung, Monthly. Oo nga. Speaker 5 00:18:56 Yung parang, sa naman lang... Oo, natatrack nila, or kung hindi man na-approve, mag-follow up sila. Speaker 5 00:19:07 So, kaya doon sa reminder ko, at least doon sa mga training namin ni Elisa, nakita ko kung magkano yung deferred revenue per projects. Tapos makikita mo kung... Kailan na yung last na internal billing ko? Yung ganon. O di rin ba yung internal billing? Kasi parang, Kunwari, si Alpha, May sinadmit si Miguel. Speaker 5 00:19:38 Ay, si Miguel ba? O si Kuya Mark. Nagsabi si Kuya Mark na, Ito lang yung in-approve ni Alpha na Babayaran nila. Ipipil natin. So, gagawa ako ng down payment. Si Kuya Mark kasi nagsend na ng billing. Parang, Yung gusto nilang format, ganyan. Speaker 3 00:19:56 Ah, format billing to the, kung sino mang, Subcontractor. And then tayo, Internally sa Crimson, may separate, Billing na tayo. Speaker 5 00:20:07 Yung ginagawa nating normal billing na Pag ganun, parang, DP invoice sa atin. Kasi wala tayong products, Doon eh. Speaker 5 00:20:17 Kunwari, sabi ni Kuya Mark, 45,000 lang. Tapos ang gagawin Ko yung DP invoice is, 15,000 lang. 45,000 din, dun sa project na yun. Tapos, inunote mo lang dun na, Sinend mo kay Mark yung Invoice na to. So, malalaman yun ni, kunwari, Dumating na yung bayad na 45,000, Dun ibabangga ni finance. Kaya dun, ah ah. Speaker 3 00:20:42 So, yun yung internal invoice yan, kinuklose mo, Lang, hindi na sinasend? Speaker 5 00:20:46 Oo, kinuklose ko lang siya. Kasi hindi tayo nagsisend directly kay client. Kaya yun, dun nagagalit si Ate Jane nun kay Miguel at Kuya Mark na bakit sila nag-i-invoice na hindi kami or ako ini-inform. Kasi nagbayad siya, saan ko ibabangga sa invoice natin? Sabi nga nun. So, parang yung 45,000 ulit na yun, kung meron ng products na pwedeng i-bill, i-internal invoice ko ulit yun para mag-zero ulit yung tipin nila, yung bayad nila. Speaker 5 00:21:20 Ganon. Okay. Kaya, Another, Parang another, Parang ako ulit atang mag-remind sa kanila Na wala nang in, Ganito. Huwag ko i-take ownership mo na yun sa reminder. Speaker 3 00:21:35 Kasi, Partly, Baka, Mapunta rin ang sisi sa admin. Dali ko rin naman na nag-be-bill. Mag-extreme ownership ka na, Dyan sa partner yan. Mag-extreme ownership. Kasi ang hirap asahan nila kung Ganyan ang ganyan sila paulit-ulit kahit, Nasabihan na. Alam mo yun? Parang I-save mo na lang yung sarili mo. Kung ano yung pwede mong Ma-own dun sa process Na yun. Kasi yun ang, Parang sakit na nila. Speaker 3 00:22:03 Oo, kasi nung last, parang Wala ako. Parang nung last, Sabi ko. Si Jose, wala ka Maasahan. Wala. Speaker 5 00:22:11 Kaya nung last sabi ko, ito lang yung, Kasi nandun din naman sila, kapag Elisa, ito yung internal invoice ko sa project na ito, makikita nila na, ay, bakit ito lang? Parang ganun, diba? So magtataka sila na, ito lang yung, ay, hindi pala ako nag-bill ng ganito dito. So dapat maisip sana nila yun, parang ganun. Na alam naman nila na yun pala yung unang tinitignan ni Anzur, yung construction, kung magkano ang kita natin. Speaker 3 00:22:40 Kaya kahapon tinawagan ako. Speaker 3 00:22:44 Kaya nag-gulat ako, sabi ko, shit, wala akong alam eh kung tapos na yung billing or what, kaya nag-chat ako sa'yo. Nasa call ako noon kay answer yung message kita, sabi ko, tapos na ba? Sabi ko, sishag ko kay Maggie, sabi ko, but sabi niya, I'll make sure na sendan kita ng update today, sabi ko na lang sa kanya. But sabi ko yung the rest kasi ng billing is tapos na. So yun na lang na. Tsaka yung TS billing ko, sabi ko, yun, iko-complete ko dahil siya yung kahapon nga. Kaya tinutukan ko talaga siyang matapos kahapon. Kahit ang luha-luha na yung mata ko. Speaker 3 00:23:15 Sa mga time entries. Speaker 5 00:23:19 Kaya buti nga, Sa training na yun, At least nakita namin na meron sa Greenleaf. Pero ang ginawa ko pa kasi is Nag-transfer ako ng mga products Dun sa hindi dapat nilalagyan Ng project. Kaya dun ako Nababadrip na sila naman, Na nagbibigay sa akin ng project number Kung saan ko ilalagay yung, Product. Yun pala, sabi ni Seg, hindi yan nilalagyan ng product kasi yan yung pinakaunang kinonvert pa natin pang reference lang. Pero nung na-approve na, meron na tayong project. So yun, kabadrip. Kailangan ko i-transfer. Pero syempre hindi mo matatransfer yung mga close na POs na eh. So kailangan mong ilagay dun sa notes. Kasi yun, kinonform ko kay Elisa. Speaker 5 00:24:08 Magbabago ba ako ng PO? Sabi niya, huwag na, ilagay mo na lang dun sa notes. Sabi niya, ganyan. So, at least medyo napadali kaysa mag-generate na naman ng PO and all. Speaker 1 00:24:17 Sure. Hopefully. Speaker 3 00:24:21 Hindi natin alam kung ano pang improvement ang kayaan natin gawin with. Di ba nag-meeting-meeting na tayo? But, anyway. Speaker 5 00:24:29 Parang wala eh. Parang meron na naman yung last na, ang tawag na magpapa-order siya sa akin. So, okay. Okay, kuya. Tapos, siyempre, titignan ko doon sa Approved quote natin, doon sa quote Ni vendor. Kuya, wala yung ganito. Sabi ko, paano to? Hindi siya kasama? Or tatanggalin ko Siya? Ganyan-ganyan. Wait, tanungin ko muna kay vendor Kung kasama na ba siya. So, hindi muna nila binabangga sa quote Natin kung ano yung binibigay. Speaker 5 00:24:60 Nilang vendor's quote sa atin Bago i-order. Speaker 3 00:25:05 So, very professional na tayo. Anyway, magkaroon na lang tayo ng separate, Conversations sa mga challenges with Construction. Speaker 5 00:25:12 Nice. Yun lang, guys. Thank you. Speaker 2 00:25:15 Okay. Christian. Speaker 2 00:25:19 Grabe, no? Ang daming grant ni Maggie. Speaker 2 00:25:23 Construction. Speaker 2 00:25:27 Pero, personal, Wala rin naman ganun-ganap. Hindi kami makalabas. Ayun nga, nagpapa-approve Kami na God willing, magkaroon, Sa sariling sasakyan. Approved na kami. Speaker 3 00:25:41 Ah, congrats! Sorry na sa'yo lahat. Speaker 3 00:25:46 It'sinisiay pag ako Ang nag-na-approve. Bakit sa'kin eh, Prill? Huwag pinaka ba sa'kin? Speaker 5 00:25:53 Si Marvin pa. Pinakauna kasi yun. Pero si Marvin pa, Kasi noon eh. Speaker 3 00:25:59 May pinaka-approve ka ba sa'kin? Speaker 5 00:26:01 Hindi, parang signature ka lang Ata. Parang HR something ng company. Speaker 2 00:26:08 Okay, kasi yung. Speaker 5 00:26:09 Kotse ba yun? Speaker 2 00:26:13 Anong bank ba yun? Speaker 5 00:26:16 BDO at saka Hindi, parang Pinunta namin mismo kay, Nung una kasi Ichequia. Tapos sila ang magbibigay ng lahat Kung saan ang bank. Speaker 2 00:26:31 Kailan ang release daw. Speaker 3 00:26:39 Ng kotse? Speaker 2 00:26:40 By next week. Speaker 2 00:26:43 Congrats! Another liability. Another liability pong baboy. Speaker 2 00:26:50 Pero mabilis lang yan, Christian. 5 taon. 1 taon na maaya, Mags. Speaker 3 00:26:58 Iyon ba yung ino pa nga ba Sa inyo, Maggy? Ay, hindi. Yung Mirage na ngayon. Ah, Mirage na. Okay. Ah, yung gamit ni Sia nung last na Nagbago tayo. Speaker 2 00:27:08 Sa bagay, bago naman eh, no? Speaker 5 00:27:11 Kahit kapaasas. Oo, bago yun kasi, Kwan. Kasi parang kinuha siya ng bangko. Speaker 5 00:27:16 Kaya mas mura din konti. Parang binawi. Speaker 2 00:27:19 Di ba parang... Ah, doon kayo kumuha. Speaker 5 00:27:22 Oo. Mas Mura din. Speaker 2 00:27:27 Sa amin. Speaker 2 00:27:29 True. Sa bagyo kayo kumuha. Speaker 2 00:27:34 Kaya, pero ilang mileage? Speaker 5 00:27:36 Parang, 3,000 lang nabawas. Ah, okay. Kaya talagang super, Speaker 2 00:27:43 Oo. Tapos taga Baguio. Speaker 5 00:27:44 Tapos taga dito lang sa Baguio, kaya yun. Ah, okay. Sigurado mo yun na ba? Oo. Speaker 2 00:27:51 Ayun, yun yung personal, Thank God, na-approve. Eh. Araw-araw na prayer For monthly amortization. God will provide. Speaker 2 00:28:05 Ano pa kinuha nyo? Speaker 2 00:28:08 Expander. Same nung kaya na Jane, no? Speaker 3 00:28:12 Si Jane, approve din yun. Same din kay Jane. Expander yung kaya na Jane. Speaker 5 00:28:18 Na may black yung bumong. Na may black. Speaker 2 00:28:22 Cross din. Speaker 5 00:28:23 Oh, expander cross. Speaker 2 00:28:26 Oo, nice. Yung pala, tropa kami talaga ni Brian. Speaker 5 00:28:30 Tsaka talaga kasingkuhan, di ba? Mas tipid siya Sa gas. Super. Ang Mitsubishi. Speaker 3 00:28:38 Oo, Mirage. Tipid doon. Mirage, super. Sobrang tipid sa gas. Hindi pa. Speaker 2 00:28:46 Gasoline siya pa, pero okay naman Tayo performance. Ayun, tapos... Ay, yun nga yung sa Honda. Grabe yun. Diba? Nakwento ko na yun Sa inyo. Bakit? Yung na-experience namin, Nasiraan, tumirik. Tapos, yung pinagawa. O, diba? Nasayang pa yung PTO. Ganon. Speaker 2 00:29:11 Isang buong araw ako doon sa talyer. Tapos, nasira din, Pagka-uwi ng Batangas. Hindi na kami naka-uwi dito. Umuwi kami dito. Ano na, hired nang sasakyan. Tapos, pero, Talagang pagsubok lang din. Ayun, merong fear. Yun nga yung month, di na dagdagan. Pero, sige, necessity Na siya eh. Kapag pamilyado ka na pala. Kapag may bata, Ang hirap bumiayay, Ang daming bit-bit, Ang likot, diba? Speaker 2 00:29:43 So, necessity siya, sabi ko, okay lang yan. Baka, 10, 20 years from now, mapakamanap na. Talagaan lang tap. Speaker 2 00:29:53 Tapos professional, Another opportunity to learn, Yung nga yung ka-Elisa. Sana ma-work out niya yung, Kasi ang nangyayari sa training, Ang dami niyang, Segue na, ay, dapat pala Baguhin ko ba ito? Dapat i-improve, Ko ba ito? I mean, Nag-gets ko, pero kasi Ginagawa ko eh. Ginagawa namin ni Steph, So nag-gets ko yung goal. Yung gross margin report. So, sabi ko, Kung ganyan lang din, Speaker 2 00:30:24 Kaya nga sabi ko sa kanya yung, Ayan na, yun, ano, Elise, nakita na natin. Tapos, magno-notes pa. Kasi daw, kailangan pa daw mag-notes dahil, Para daw madali basahin ni Tony. Sabi ko, di naman binabasa yan ng tao. Habi ko, Di naman yung binabasa. Speaker 3 00:30:40 Notes saan? Spreadsheet ba yan? Speaker 2 00:30:43 Oo, dun sa report nga, gross margin daw. Kasi, Um, Ganon yung ginagawa namin, Yung difference lang, pati yung plus, Yung addition, Yung additional nakita. Oo, mag-notes. Sabi ko, ganyan na rin yung Sa report namin, pero sige. Speaker 3 00:31:02 Kailangan daw nila rin. Parang similar sa tracker. Oo. Pero ang nil-notes lang nyo lang kasi, Yung may mga drastic na Decrease. Speaker 2 00:31:13 Sa kanya, lahat daw, Kailangan daw Sa report namin. Magli daw talaga yun, whether I-check or hindi. Basta meron daw talaga si Finance. Nangintindihan mo finance side ba? Speaker 3 00:31:24 O, but that may available Info kasi. Every time. Speaker 2 00:31:28 Kailangan. So, yun. Ano lang madali, Kasi nandun eh. I mean, Sabi ko, hindi na gano'n notes eh. Pero sige, kung ano yung, Directive sila, sundin namin. Gagawin namin mga manistep. So, yun, learning opportunity. Nasa, ano na rin ako, Renewal Week. Tapos ko lang yung mga tickets sa iyan. Gatawad nung Iron Gate, Budget, Budget. Speaker 3 00:31:55 O yung ano ha, Meraki nung mga Phenormer Client, check mo. Baka nasa dashboard pa. Citrus? Ayan, isang sample yan. Kasi di alam nila, Chinky, Nagpasign sila ng quote. Hindi na pala natin. Kaya buti na lang. Speaker 2 00:32:13 Pero hindi coincidence sa kanila. Ako yung nag-send kasi sa Kanila for renewals eh. Ako ata nag-send. Speaker 5 00:32:22 Nag-alert kasi siya. Oo, nag-alert sa atin. So nakita ko na For renewal siya pero November pa. Sinend ko kay Sa sales. Kasi yun naman yung Parang sa atin. Speaker 3 00:32:36 Wait, nakikita yung alerts na yan sa dashboard? Hindi yan nag-create ng ticket? Sa admin na board. Okay. Speaker 2 00:32:45 Tapos, I-aano ko lang naman yung kalagabi, Diba? Speaker 3 00:32:51 Okay, ko-coordinate mo lang na. Pero itong si Trus, Since nag-sign sila, Syempre, Yun nga. And then sabi din ni Pete, Huwag daw muna i-off-board Kasi sabi niya, Let's see. Kung paano. So yung JMF? Kung yung JMF, Bukas ko pa, I-discuss sa kanya, Kasi ang hirap. Speaker 2 00:33:06 Wala yung invoice Or any activities, Ever since, Pri. Speaker 3 00:33:10 Kaya nga, puro lang sila, kailangan lang talaga nila ng partner kasi for Meraki licensing. Kasi may mga ganyang vendor na hindi sila basta-basta nagbebenta directly sa end user. Kailangan nila ng partner bago sila mag-licenses or mga ganyang, like ganyan yung Meraki. Tulad nung ano din, yung OpenText, yung CloudAlly or yung AppReward. Di pa nabanggit doon ni Vince na kailangan ng partner para maka-avail sila ng cloud backup na solution. Speaker 2 00:33:39 Kaya, ano to, charged talaga sila sa atin. Speaker 3 00:33:43 Yeah. Speaker 2 00:33:46 Tapos, ano, yun lang naman for renewals. Tapos plano ko na, ano, i-segregate na talaga yung licenses. Ang hihirapan ako sa hoodoo. Nahihirapan ako dito sa hoodoo na, ano, makita lahat ng, ano. Speaker 3 00:34:01 Wait lang. Stephanie, di ba Eric Lemus yung nilagay mo dun sa, ano, badge na, ano? Ang nilagay nila, Josh. Josh Lemus. Speaker 4 00:34:13 Wait, double check ko. Speaker 3 00:34:16 Sorry, Christian, go. Speaker 4 00:34:18 Ay, sa email ba yan? Speaker 3 00:34:19 Hindi, nag-teams chat lang siya sa akin. Kasi nakuha nila yung badge, But ang nakalagay, Josh Lemus, hindi Eric. Speaker 1 00:34:27 Alam mo. Wait, double check. Speaker 3 00:34:30 Check mo din sa notification Na nareceive mo sa. Speaker 2 00:34:33 USBT. Sa email mo. Speaker 3 00:34:38 Eo, ayoko dyan. Kikang kongking. Yabang-yabang. Speaker 2 00:34:45 Meri klemos naman sa phone. Speaker 3 00:34:48 Ah, nagkamali sila. Speaker 4 00:34:50 Tama naman. Saan USBT sa email? Speaker 3 00:34:56 Di ba pagkasubit mo ng request, May nag-notify sa'yo from USBT Na ganito-ganyan, Accepted na yung request na ganito. Speaker 3 00:35:06 Ah, eto, employee. Eric Lemus na kalagay. Speaker 1 00:35:10 Ah, wait. Speaker 2 00:35:16 Teka lang. Mukhang yung ano, no? Pala, no? Ha? Ano? Hindi pa rin talaga Mawawala yung computer accounts, no? Speaker 3 00:35:25 Diyan pabasok si ano? Problema yan nila, Olivia, Ang mangyayari. Kasi... Ever since naman, eh. Ever since, ano? Speaker 3 00:35:33 Kasi... Hindi pa nga, kasi Ang data source nung... Bright Gauge ay RMM. So, kung ang mangyayari, Kung matagal mag-swap Si tech, Matagal mag-swap, Matagal mag-rename, wala. Yun lang talaga ang magre-reflect dun sa, RMM. Yun ang Ipipick up ni Bright Gauge. Kaya talaga, Pag kung, kailan Mag-check si, kunwari, nag-send ka Ng report ng 15 or 16, And then, Yung dun magtatalo eh, kung kailan. Speaker 3 00:36:05 Na-assign yung ticket na yun, Speaker 3 00:36:08 Tapos kung kailan na-complete, And then versus sa, Date na nasend mo na yung report, And dun sa time na magchecheck si, Kevin yung dashboard, Dun magkakatalo kasi yung timing, Hindi nag-a-align. So, hindi Talaga makikita Ni Kevin yung real Updates na ina-expect niya. Kasi nga, hindi na-update, Ng, Hindi. Or kung ano yung expectation na ma-update tong Before the reporting Din natin. So, yun. Kailangan mo. Speaker 3 00:36:38 Pag-usapan natin yun sa call natin. Speaker 2 00:36:40 Next, next. Ako yung may isip, Kung sasuggest. Saan na yun? Sige, mag-usapan na lang. Speaker 3 00:36:46 Sa ano na lang natin. Call. Anyway, si Gusef, anong sabihin ko, Josh? Ay, Eric, kinilagay mo ha? Speaker 4 00:36:53 Dito sa ano, hindi ko makita, Yung email. Pero sa, Mybuilding.co, Eric naman nakalagay. Lemus. Okay, okay. Eric Lemus. Speaker 2 00:37:01 Ikaw na, Steph. Speaker 4 00:37:03 Ay, okay. Personal good news. Kanina habang Nagkikwento kayo ng good news nyo, Narealize ko na yung good news ko, Hindi pa pang adult. Bakit? Siguro mga after two years. Kasi this, I don't know, This Saturday, nang galing, Kahit bumabagal yung medyo babaan Code as in, mga hanggang gulong, Na yung dinaanan namin sa may Pangalan. Or semi-express sa ata yun. Pumunta ako ng Greenhills para Magpalagay at magpaayos ng mga. Speaker 4 00:37:35 Gaming consoles. So, yun yung good news ko. May mga bagong laro yun. Bago jailbreak yung Nintendo. May mga bagong laro. Pati yung Xbox, May bagong laro yan. Tapos, Yun. So, siguro, Yung adulting Wish ko mga after 2 years pa. Papaprobe din ako ng, Pag may mag-CI kay April. Ganyan. Speaker 3 00:37:58 Yes. Nag-assign na natin agad yan. Auto-approve. Speaker 4 00:38:02 After two years pa, Gusto kong kumuha ng loan For a house for investment. Ganon. Ay, bongga yan. Mga parental rental lang. Dito lang, Sa within the subdivision. Plano ko talaga yun. New visitor. Rating nook, ganon. Anyway, Tapos, Another personal good news, Yung Sunday, Biglang pumunta yung brother ko And, I don't know what to say. His family dito sa Cavite From Pampanga. Speaker 4 00:38:34 So, yun. And nagkataon, nandun din talaga ko yung isang pinsan ko, Nandito sa Tanza. So, ang dami-daming, Bata. Mga nine na pamangkin ko yung Nandun sa bahay ng parents ko. Wow! Masaya naman. Sobra. So, nakaka-drain after. Mga... Lahat sila tumatawag. Tita, tita, Tita, tignan mo ito. Tita, Bilhan mo ako ng ganyan. Kasi ako na lang yung... Kung walang kids of my own. So, sanay sila na parang. Saka sinasanay ng kuya ko. Doon ko yung sa tita niya magpabili. Speaker 4 00:39:04 Mayaman yung ginaganon niya. Kasi wala pa yung mga anak. Speaker 3 00:39:05 Ay, ganito yung mga pamangkin ko. Diba? Sabihin yung pamangkin ko. Sabihin, doon na nga lang ako kay tita. Mayaman siya. Sasabihin nun. Speaker 4 00:39:16 Doon na lang ako kay tita mapabili. Kay tita pwede magpabili ng Roblox. Mga ganyan-ganyan. Tapos yung kuya ko, sinasanay pa. Pero joke lang naman. Half-ment pag sa brother. Pero sa mga pamangkin ko sa kasi, yung other five na nandun, ano naman. Siyempre, mahiya naman yun. Pero siyempre, wala pa naman akong ganong responsibility of my own. Maliban sa iba. Nabibilan mo? Nabibilan mo? Oo. Grabe yung pagpasko pa mo. Teta, tita ka rin ni Kayloma. Di mo alam. Speaker 5 00:39:48 Iba kasi, parang kapag pamangkin mo siya, ay parang ang saya na hindi ka makaka-know yung gano'n. Kapatid ko, pwede mo pang ignore eh. Pero kapag yung pamangkin mo na yung mga ganyan, wala. Gusto mo pa kayo ng pamangkin mo, diba? Speaker 4 00:40:04 Oo. So, yun. Tapos, pumunta sila ng Sunday. Monday Monday is holiday, Philippine holiday, so walang basis yung kids. Kaso, paloka. Kasi nga, umuulan. Ano sila? Monday ng 12 midnight. 2pm sila umalis ng Monday. 10h sila sa NLEX. Parang gano'n. Ang lalang ng NLEX sila. Speaker 2 00:40:30 Pumasok ng August, lumabas sa September. Speaker 4 00:40:32 Oo, gano'n yung nangyari sa, Kapatid ko, saka sa sister-in-law ko. So yun. Tapos, Yun ang personal good news ko. At least nakapunta, Sila. Sila naman yung bumaba. Pero this month, next weekend, I think. Not this weekend. Pupunta naman kami doon Sa Pampanga ulit. And then, kasi birthday, Ng pamangkin. Tapos, Professional good news. Ano ba? Ayun, Okay naman yung, Pros naman kay Elisa. Okay naman yung sa OT. Speaker 4 00:41:03 Timesheet namin na Training. Siguro, napansin, Ko lang din sa kanya na, Uh... Parang nag-iisip siya habang nag-train. Kaya siguro, kung hindi mo masundan yung train of thoughts niya, Malilito ka, lalo na kung walang context. Yun. So, ayun, medyo naintindihan ko naman. Yung pangalawa lang talaga, yung kasama ko doon sa gross margin, Medyo naguluhan ako ng konti kasi Ang dami niya naisip habang ginagawa yung training. Speaker 2 00:41:36 May gusto kaguluhan sa ano niya, cloud niya. Speaker 4 00:41:38 Pero yun pa pala, another positive thing naman din kay Elisa. Merong isang feature yung Mga tools niya Na sabi ko nga kay Christian, Pwede namin gawin doon sa billing reconciliation Which is yung, kasi diba Offline tool siya or artifact siya, On your end lang yung mga ginagawa mo. Sa kanya, meron siyang feature Na pwede nga save yung session. Para kung saan ka, Natapos, pwede mo ipasa. Hindi na uulitin yung other person, Yung ginawa mo. Speaker 2 00:42:06 Pwede nga yun na yung gamitin mo eh. Gamitin natin eh. Speaker 4 00:42:09 Actually, sabi ko yun. Magandang feature yun. Napansin ko rin Parang kung paano, Nag-turn yung bila sa utak niya Habang, yun nga lang, medyo Kung nag-train ka, medyo sometimes, Pag di mo nasundan, malilito ka na all throughout. So, yun. Professional, Goodness ko yun. Nasundan ko naman I think, yung iba Sa first training. Yung iba, kaChristian, Ko na itatanong. And then, Ano pa ba? Speaker 3 00:42:36 I'm sure challenging lang naman yun sa umpisa, but, Along the way, Mag-grasp na natin yung idea Paano and ano, yun. Speaker 4 00:42:45 Tinanong ko rin siya kung gaano. Speaker 3 00:42:47 Oo, makagawa din kayo ng own, Best practice nyo Based dun sa naging training. Siguro yun ang nag-work sa kanya. But ikaw, personally ko, ikaw na, Gagawa. Baka makahanap ka ng mas better Na approach dun sa, Task. Speaker 4 00:43:03 Ngayon ko lang din nag-gets yung sinabi ni Christian, Na medyo mahaba. Narealize ko lang Habang sinasabi ko. Yung training namin For timesheets, Parang one hour din siya Or more, Or one hour. Pero nung tinanong ko Si Elisa all day, Pero nag-guess ko naman, Appreciate ko naman, Kasi binibigyan niya Ng context, Bawat sinasabi niya. Tapos tinanong ko siya How long, Does it usually take Na ginagawa niya, Yung process na yun. Sabi niya, Madali lang naman daw. Kung baga rin sinabi Ni Christian na, Meron naman palang shortcut, Sa long cut. Anyway, Speaker 4 00:43:33 Pero sa akin, Okay lang naman, Either. Ah, yun ay sa... Speaker 2 00:43:37 Kasi ano, yung sa meeting, Kasi, ang haba Nagugulat ako eh, sayang. Speaker 4 00:43:43 Naman yun. Pag naka-block Ngayon, naka-block parang 1 hour, 1 hour and 30 minutes, naka-block sa calendar, Masabi ko, okay. Tapos, Yun sa, Professional. Tapos sa marketing naman, I think, magiging, Better moving forward yung marketing Kasi nga, under na siya sa admin, And then si April na rin yung parang magiging update nga pala. Marketing. Actually, almost done na ako. Challenges na lang yung wala. Puska talaga ni Anzor. Speaker 4 00:44:16 Gumawa na ako ng, Super detailed, pero meron din Namang hindi. At a quick glance detailed ng lahat, Ng marketing Scope and tasks, which is medyo Madami siya. Pero, Ang good news dun Is, Internal na siya. O mag-actualize kasi Ang challenge namin is, Meron akong ginagawa internal Tapos may pinapagawa sa kanya Na hindi naman ako nakikisali. So, hindi namin alam Yung ginagawa ng isa-disa. So, now na si April yung gano'n, Speaker 4 00:44:47 Siya na yung mag-a-approve, Siya na yung mag-re-review. Mas madali. I think. Speaker 3 00:44:51 Hindi na basta-basta Pwede magpagawa, Ng materials kay Stephanie Without Dumadaan muna sa akin. Without may approval. So, kung nakita ko, I know. It's a no for me. Speaker 4 00:45:06 It's a no for you. May mga nagpapagawa kasi tapos, It's either hindi naman gagamitin Or may gusto pala silang Pabago or may binago na sila. Hindi ako na-update. Mag-ingin na latest version niya nasa NHL. So, yun lang. Good news. Bad news. Gusto niyo ba? Pwede naman. Sharing mo din. Baka may mga challenges ka. Challenges. Ko lang. Hindi ko na nabalikan yung Yung task. Speaker 4 00:45:37 Hindi ko na nabalikan yung kay Maggie na converting. Which is, kayo nakapag-hands-on kayong dalawa doon. Hindi ako nakapag-hands-on Doon. Yung pinakauna Pang training ni Maggie. Pero, Nag-try ako. Pero, parang hanggang step 15 Lang yung kinaya ko. Medyo madaming ganap ngayon. May hiring, may ganito, may man-end. Speaker 3 00:45:56 Pwede mo naman siyang Gawin, Kung kailan ka free time. Kung kailan ka free, kasi daily naman yan eh. May dumarating naman lagi na conversion. So, ayun. As magkaroon ka, Ng ano, basta yung priority mo Is... Gano'n na lang. Speaker 4 00:46:13 Yun lang naman ang medyo... Speaker 2 00:46:15 Yeah, don't worry na... Second week yung pinaka-ano ko. Maluwag. Speaker 3 00:46:20 Actually ngayon, after ng TS billing up until the 15th, Yan medyo, feeling ko doon ko napapansin Na medyo maluwag si... Medyo ha. Ayokong magic. Speaker 2 00:46:30 Unless merong, Bagong client, no? Speaker 3 00:46:33 Oo, kaya nga di ko tinuloy eh. Yung medyo, oo. Speaker 4 00:46:36 Feeling ko mga next week, Mga midweek next week, Meron pa kasi nung, Nag-start na rin yung Sa monthly security report, Ganyan. So, yun. Saka yung transition Ng bagong cadence natin, Sa marketing for posting, Review ng blogging, Ganyan. So, I think medyo may konting Ano lang, adjust. Speaker 3 00:46:56 Wino-worry ko nga din pala Is yung accounts payables Yung sumasapit sa akin. Feeling ko, Sana, Two months lang naman yan, But yun nga, Ang magiging challenge ko dyan Is yung end of the month, Which is yun nga, Nagt-TS billing din ako, And then at the same time, Papasok din dyan, Yung mga accounts payables Ni finance. So, dun ako medyo... Speaker 5 00:47:18 Pero parang nasa 25 siya, no? Ganon? Speaker 3 00:47:21 Alam niyo, Accounts payables. Puan siya. Sabi niya, Every 1530 eh. Every cut. Basta may cut-off siyang sinabi Na twice a month siya nangyayari. So, yun. Next week ko pa siya Mag-review. Speaker 3 00:47:34 Pero, Pag nataon ka, Yung buwan na yun, Madaming na close na ticket, Yari ka. Kasi, Ang dami mong re-review yun isa-isa. So, yung test na ginawa ko, Kahapon, ang dami. Nagulat ako. Kasi may times na, Konti lang, easy siya. Ilan lang yung reviewin mo. Tapos, kahapon, nagulat ako. Ang dami. Kaya sabi ko, shit. Kaya na, ano ako, Na pressure ako na baka, shit, baka di kumata. Speaker 3 00:48:04 Kaya kahit lunch, nagtrabaho pa rin ako. Para lang umabot sa Update kasi answer, Kasi baka kulitin Na naman ako anong nangyari. So, anyway. Speaker 2 00:48:16 Kasi ang hirap kasi, Ng transition eh. From reports, To invoice eh. Speaker 3 00:48:21 True. Ayun pala. Ayun pala ang dapat natin pag-usapan. Di ba napag-usapan natin na paghahatian Ang ano bang mas easier? Paghatian ang reports O paghatian ang billing? Speaker 2 00:48:34 Yung billing, mas madali. Kasi, ano na yan eh. fix na yan eh. Speaker 3 00:48:39 So, yung reporting? Speaker 2 00:48:40 Mas madali siya. Yung reports Kasi, ano ever changing? Alam mo Naman yun, di ba? Depende kay client, Minsan kapag mag-reply and all. Speaker 3 00:48:48 Kasi yan yung iniisip ko na i-distribute na lang Kay Maggie and kay Stephanie Na yung mga Pwede mong ibigay na hindi Ganun kahirap na clients na Ibigay mo na lang dun sa dalawa. Speaker 2 00:49:02 Kulang tayo rin kasi Ng tao, really. Nakikita ko rin, tinignan ko yung ticket mo, Mags. Sabi ko, hindi naging ganito. Hindi naging kukusang ticket to. Ang hirap kasi, Mags. Speaker 5 00:49:14 Sabi ko, oh my gosh. Tapos, Dalawa board ko, Christian. Procurement And Admin. Speaker 2 00:49:20 Sabi ko, tapos naman ito. Tingin. Sabi ko, dami na rin ano. Pero ako naman kasi yung maluwag na time ko for renewals. Speaker 3 00:49:28 Talaga. Nagmumukha lang Namang kulang sa tao, Kung yun kasing deadline at sabay-sabay. Doon lang naman. Pero pag maluwag tayo. Hindi natin extend eh, no? Hindi naman. Kaya hindi ko talaga Ma-reason out kay Lapid Na magdagdag. Kasi hindi. Nasa ano talaga lang. Sa management and timing kasi. Nagsisiksik lahat either sa 30th, Sa 15th. Yun. Doon lang talaga siya. Speaker 3 00:49:59 Ang nagiging maluwag lang natin Is yung first two weeks of the month. Tapos 15 onwards yan. Diretso na yan. Speaker 2 00:50:07 Wala na nga tayo. Ano yan eh. Wala. Speaker 5 00:50:12 May tanong ako, Mi. May good news ba tayo sa pag-help ng finance? Speaker 5 00:50:19 Ba't di may good news? Sa two months? Parang may extra ba tayong, Good news? Speaker 5 00:50:24 Like ano? Speaker 3 00:50:28 Hindi, kasi syempre, Hindi tayo mababawasan ng work. Ano ba yan? So, tanong ko kayo, Mi. May spot bonus ba to? Speaker 5 00:50:37 Kahit yung two months lang na yun. Kasi feeling ko kung mawawala talaga Si Elisa. Speaker 5 00:50:45 Lalo na kapag... I mean, yung... Speaker 2 00:50:46 Ako nga, kasi. Speaker 5 00:50:49 Instead of punan si Jane sana, Speaker 3 00:50:52 Yung ibabayad doon. Kay Jane, isabayad na lang sa admin. Speaker 5 00:50:56 Sige. Siguraduhin natin, kaya natin, Christian. Siguraduhin nyo lang, ha? Speaker 3 00:50:59 Kaya natin, yan. May de-deliver nyo yung expected na ano. deliverables. Speaker 2 00:51:06 Madali na siya sa reports eh. Gano'n na ano. Kasi tayo nag-handle nga ng front-end Tapos sila nandito lang pala. Speaker 3 00:51:14 Feeling ko, papayag lang yan si Pete Pag nakita na niya yung results. Like, for the first month, nawala si Elisa. Tingnan natin. Kailangan natin maging. Speaker 2 00:51:24 But, ano naman si, Pete eh, alam mo naman yun. Very generous din naman. Speaker 3 00:51:30 Pero, before mo maano, Talagang kailangan mag-justification na But kailangan ito ng ganyan, Kailangan niya ng bonus, Kailangan niya ng increase, gano'n. Pero kung ikokompare mo siya kay Sa ibang ano. Si Anzor hindi rin naman gano'n kahirap. Si Juan. Si Robert. Medyo, ano siya, Dapat may stats or numbers kang ipapresent sa kanya. Why? Gano'n. Ito medyo madali-dali silang i-sweet. Speaker 3 00:52:02 Yung si Robert, medyo mahirap siyang anahin. So, ayon. Anyway, pag ano yan, babagiting ko rin sa kanya sa isa sa mga one-on-one namin. Yan. Speaker 3 00:52:15 Nice. Speaker 2 00:52:16 Buti sa tama yung ginagawa ni Maggie. Puro ka perahan ba? Speaker 5 00:52:23 Oo, kasi nakikita mo nagbayad to eh. Charot. Hindi ka din. Hindi, parang... Parang yun, yung training Natin with them is dagdag siya sa time natin, diba? Para sa gagawin natin. Spot bonus. Speaker 3 00:52:40 Spot bonus sa amin. Speaker 2 00:52:41 Oo, April. Baka naman, diba? Sipagin tapos sipagin tayo, diba? Uy, sinisipag naman tayo eh. Kaya di ako mag-OT ako. Masisipagin ka, diba? Masisipagin ka talaga. Speaker 3 00:52:54 Tandaan mo, may bago kang babayaran. May sasakyan kang babayaran, kaya nga hindi ka uma-absent, gano'n. Kasi Isang araw na mawala ka, magkano ba ako Sasahod yan? Speaker 2 00:53:07 Naghahanap ka na ng, trabaho, no? Ano ba ang mga trabaho Pwede gano'n? O, saan pa? Saan pa? Speaker 3 00:53:12 Gano'n. Dahil may babayaran ako. Bigyan niyo ako ng malamang tamang trabaho. Speaker 2 00:53:18 Oh, diyan. prayer talaga. prayer lang talaga. God will provide. Speaker 2 00:53:26 Trial provision na to ni Lord. Speaker 3 00:53:28 Yes. Oo naman. Speaker 2 00:53:30 O, spot bonus tayo. Baka naman ano, Malay mo, Mag-extend si Elisa Ng leave, di ba? Oo, dagdag pa tayo Ganyan, December. O, Busy yung takeover. Speaker 5 00:53:41 Na naman yung finance Pero Sa pagsasahod. Tapos sabihin natin Na gano'n, Baka pagbalik ni Elisa, Para mas less yung work nga, Ganyan. Ibigay niya sa atin. Speaker 2 00:53:52 Oo, dagdag na talaga, Di ba? Speaker 4 00:53:55 April, yung sa Cove ba Nare-replyan yung building at Cove? Oo, dapat, Makikita nila yan. Speaker 2 00:54:05 Saan nag-e-email dapat sa'yo yun eh. Speaker 3 00:54:07 May notification ka dapat. Speaker 4 00:54:09 Pero ano to, hindi to no-reply. Pwedeng replyan to. Or generated lang tong buildings at Cove. Speaker 3 00:54:16 Wait, eto. Kasi pag nag-reply ka dun sa mismo, Cove na website, Kasi pag-reply ka dun sa mismo site. Parang ano lang yan eh, email confirmation, parang gano'n. Speaker 4 00:54:30 Eh, ito, close na siya. Speaker 3 00:54:31 Ah, na-close niya. Alam, mag-ano ko na lang, kung na-close Niya, punta ka na, oo, New ticket, tapos, ano, Sige, punta ka doon sa new ticket. Access and security, Tas issue type mo is, Ayan, access changes. Speaker 3 00:54:49 Tas i-describe mo na lang, Na mali, yung name ni Ako. Speaker 3 00:54:54 Bigyan mo na lang yung badge number, yung Nandun sa picture, yung last five digits. Speaker 3 00:55:00 Ayan. Okay, so, Five minutes left. Let's move on sa Ano. Ano yan? stats? Tapos kayo na bahala sa the rest na, Kasi kailangan ko mag-jump na Ng 11.30. Speaker 3 00:55:14 Wait, nasa Ng ating scorecard? Speaker 2 00:55:18 Ano ko lang to? Ano itong ConnectWise pala, April? auto-renewal naman to, pero Kailangan nyo ba itong ticket na to? Nakikita ko sa admin eh. Speaker 3 00:55:27 Ah, yun. Kakasign lang natin ng ano eh. RMM and ScreenConnect. Pero itong PSA, which is Itong ConnectWise Manage, BrightGage, hindi pa ata. Pag mga ganyan, sign mo na sa akin. Renewal ng ConnectWise. Speaker 2 00:55:44 So, Salesforce, Close lang to ano? Speaker 3 00:55:48 Check ko yan eh. Salesforce? May Salesforce ba tayo? Speaker 2 00:55:52 Hindi, yung itong ticket na bago, Yung Winter 27, hindi na lang sa atin. Speaker 3 00:55:57 Ah, okay. Speaker 3 00:55:60 Hayan, Snail tickets natin, Oh tumas tayo today. Oh this week pala, Week 36-27. Speaker 3 00:56:09 Diyos ko yung si Ruben ha. Hindi ko na talaga, tanungin ko na, Kay Anzor. Sabi ko, Anzor, Hindi talaga siya nag-reply sa mga Porsche experience na yan. Close ko na to. Okay mo na sa amin. Charis. Oo. Speaker 3 00:56:24 Natamad na ako, Mag-follow up eh. Hindi ko na nga Pina-follow up. Natamad na lang ako. Anyway, Ayan, Warranty, Subscriptions. Speaker 2 00:56:34 Ano, Yun nga, Sa budgeting Ni, Ano, Iron Gate. So, Okay naman tayo. Wala naman tayong Namimiss na ano. Pati itong kay Sophos. Hindi ko pa nakuwento sa'yo, Pril, pero sa tingin ko pala, nasa isip ni Jingi, sa akin galing yung quote, kaya pinasa niya sa akin yung paghingi ulit ng quote doon kay Ingram. Speaker 3 00:56:60 Ano yung sinasabi ni Seb na kailangan i-check mo din per user? Speaker 2 00:57:05 Diba doon sa admin and security, nagbigay sila ng list ng user. Speaker 2 00:57:13 Dati kasi, ang ginawa ko lang Dyan para i-renew, Pinasa lang kay Sales. Tapos si Sales na yung nagko-contact, Kay Charles. Tapos si Charles na yata, Yung nagsasabi kay Sales na ilan lang Yung user nila. This time, Ano, binaliktad. Speaker 3 00:57:29 Dapat alam mo na yung user. Magbibigay mo kay Sales. Speaker 2 00:57:33 Hindi, hindi. Kay Charles. Speaker 3 00:57:35 Kay Charles. Speaker 3 00:57:39 Wait, ang Sophos, ay tama, per user nga pala yun, no? Speaker 2 00:57:44 Pero meron siyang range. Kung magkano yung 200 to 400. 200 to 400 users yung license nila, pero nasa 240 something lang. Si Kellogg? Oo. Ah, okay. Tapos, Renew was, so far wala akong problem. Amaya sa, ano yun, yung parang shoutouts. Si Iron Gate daw sabi ni Vincent Na bibigyan na tayo ng specific, Card para sa. Speaker 2 00:58:16 Kanila sa mga licenses nila. We just have to be careful lang daw. Yun yung disclaimer niya. Ang mga pag-add. Speaker 5 00:58:23 So parang iisa na lang? Wala na yung... Speaker 2 00:58:26 Wala nang per virtual. Speaker 5 00:58:30 Okay. Speaker 3 00:58:31 It's left. 8th floor tayo. Speaker 3 00:58:35 Okay, RMA. Speaker 5 00:58:37 Wala naman ngayon. Speaker 3 00:58:39 Perfect. Speaker 5 00:58:40 Meraki license. Wala din. Si Newmark. Kasi hindi pa sila nagbabayad, Mi. So... Speaker 3 00:58:49 Wait, ng down payment? Speaker 5 00:58:51 Mm-mm. Wala pa naman daw, sabi ni Maricar. Hindi nag-follow up si Maricar. Hindi ko nga alam. Yun din yung i-clarify ko sa kanya na, Dapat ang down payment After three days din na Assignment. Na, oo, after three days ko i-send, dapat mag-follow up siya. Speaker 3 00:59:13 Ay, o tama. I-inform mo rin si Miguel. Siyang project manager na sabi mo lang na hindi pa sila nagda-down. Okay, sige. Kailangan on top siya dyan eh. Speaker 5 00:59:25 Oo, kasi ito, itatawag ko muna kay Meraki for grace period. Kasi diba ang yun gamit natin is yung loan lang. Loaner. Oo, yung loaner natin. Yeah. Speaker 3 00:59:36 Okay. Disputes? Ano? Question? Wala. Speaker 2 00:59:42 Meron lang. Hindi naman dispute. Cloud Alley. Speaker 3 00:59:49 Sa. Speaker 2 00:59:50 Inyo. Meron kayo. Speaker 3 00:59:55 Maggi, hindi naman dispute yung IGP, no? Yung pinababago lang. Hindi naman. Speaker 5 01:00:01 Wala pa. Speaker 5 01:00:03 Baka next. Speaker 5 01:00:05 Charot lang. Speaker 3 01:00:07 Okay. Sige, huy, 11.30 na. Kayo na dun sa The Rise, tapusin nyo na lang. Speaker 5 01:00:13 Okay. Bye, guys. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=de296727-689b-4638-b72d-b79973f2c0c7&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODQ2NDQyMiJ9.CgoKBHNuaWQSAjY0EgsI0tT7hJv9xD8QBRoONDQuMjAwLjE5Mi4yNDkqLGtodkNwSXhjUUthSVFPSlRVTFJlWms4U3RpcVVsM3JwN2pORzJoSnNsMk09MJoBOAFCEKI3q_RhAAAAIAWufuXLI8RKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.9a1c3TU6rtZDVunXfwyfdeTdcUwSE4qBHmpa7-Nh-CU&ApiVersion=2.0	Processed▾	Christian to continue gross margin review with StephChristian to coordinate with April on Citrus renewal details and verify whether legacy client Meraki units are still visible on the dashboardSteph to download all past Elisa training recordings from Teams channel before they expire+11	✓	Crimson Internal▾	Crimson IT	FLAGGED - not logged, needs Christi	NOT LOGGED. 1:00:13 Tagalog admin/finance team meeting (Sherweb discounts, timesheets, billing reconciliation). No calendar block on 9/3, no SCHARP/AF/vCIO content, and the only Chris references are to a person named Christian, not Christi. Reads as an April-run finance team meeting. Proposed if she confirms she attended: Crimson IT (250), ticket 956831, CIO(14)/workType 55, DoNotBill, 1.02h.	—	—	✓
09-04 Training: Microsoft 365 Copilot Walkthrough	Date: 2026-09-04 08:58:29 Location: [Insert Location] Instructor: Christi ## Summary This session, the second day of training for the CoStar Foundation, provides a thorough, hands-on walkthrough of Microsoft 365 Copilot across Outlook, Teams, Word, Excel, and the standalone Copilot Chat app. The agenda is flexible and responsive to participant questions from the prior day (September 3, 2026). The instructor welcomes returning attendees and new Crimson staff (Ryan from the AI team and Julia, a project manager) and emphasizes interactive participation. Core topics include the CoStar Foundation’s AI Acceptable Use Policy, Copilot’s placement within the Microsoft ecosystem, enterprise data protections, and extensive live demos. The instructor stresses using AI as a tool, not a replacement for human judgment. Outputs must be reviewed, and disclosure is required when AI meaningfully influences public-facing content. Sensitive data (PII, student records, personnel, and confidential financials) must be used only within the enterprise Copilot environment and never in public AI tools tied to personal accounts. The policy is evolving and encourages flagging inappropriate outputs. Enterprise Copilot, operating within the Foundation’s Microsoft tenant, is approved, respects existing permissions, and doesn’t train public models. Copilot can be accessed three primary ways: within Microsoft apps (contextual to the open content), via Copilot Chat (organization-wide context with model selection), and respecting access permissions. Copilot does not integrate with Microsoft Access. Live demonstrations showcase Copilot in Outlook, Teams, Word, and Excel: - Outlook: Summarize long email threads, draft replies (Alt+I), propose times using calendar data, and prioritize inbox items using AI-driven rules and tone detection. The instructor highlights a new feature for summarizing supported Microsoft file types directly in Outlook, differences between “old” and “new” Outlook, and a practical workflow: treat Copilot drafts as a starting point, remove redundant signatures, adjust tone, add citations, and apply a 70% AI/30% human judgment heuristic. Email prioritization should be enabled, observed for a day or two, then tuned with rules. - Teams: During live meetings (with transcript enabled), Copilot can recap discussions, capture questions (including who asked what), generate agendas and highlights, auto-populate Notes when the facilitator feature is on, and export interactions to Word or Pages. Post-meeting Recap includes AI notes, slides, follow-up tasks, transcripts, and topic breakdowns. In Teams channels, Copilot summarizes recent activity for quick catch-up. - Word: Copilot’s document-scoped chat suggests prompts (summarize, improve, ask questions), supports chat-only vs. direct-edit modes, and lets users reference Loop notes via forward slash to draft meeting summaries. It shows a planning phase before producing editable drafts and supports structural and tone edits through iterative prompting. Version History (File > Info > Version History) requires saving to OneDrive. - Excel: Copilot analyzes workbooks to surface insights, create graphs, and suggest follow-up questions, sometimes generating a new analysis tab. Processing time varies with dataset size; patience and iteration are encouraged. The instructor notes a strong preference for Copilot in Excel and recommends “arguing” with Copilot to refine outputs. Copilot Chat, accessible via Teams or as a standalone app (Start > Microsoft 365 Copilot), offers Work vs. Web modes. Work mode grounds responses in organizational data (Outlook, OneDrive, SharePoint) respecting permissions; Web mode relies on public internet sources while maintaining enterprise protections. A shield icon indicates enterprise data protection is on and cannot be disabled. Users can personalize outputs via custom instructions (tone, formatting) and select AI models, with a model picker enabled for this group. Auto selection is recommended, with Claude (Sonnet/Opus) generally strong for drafting/rewriting and GPT strong for research, citations, and structure. Users are encouraged to compare model outputs for the same queries. Data safety guidance reiterates that enterprise Copilot is safe for internal context but does not alter outbound safety obligations—users remain responsible for what they send externally. Sensitive “yellow zone” items (student work, observation notes, HR info) require judgment and policy alignment; prohibited inputs include passwords and financial credentials. Attach sources when sharing Copilot-generated summaries to ensure recipients can access originals. Operational notes include: all participants have Copilot licenses, restart the computer if prompted for license activation, and per-app settings can toggle Copilot features (e.g., in Outlook) if distracting. The instructor and Crimson staff will send recordings, notes, and recaps (via Kashif), and additional trainings are scheduled for October and November, with marketing producing supplemental videos. ## Knowledge Points ### 1. Training Structure, Policy, and Guardrails - Interactive session with recordings and materials distributed afterward; demos use sample datasets and some participant-provided data (e.g., Steve’s). - AI Acceptable Use Policy principles: 1. AI as a tool; human review required. 2. Protect sensitive information; use enterprise Copilot only. 3. Disclose meaningful AI use in public-facing content. 4. Report incorrect or inappropriate outputs via built-in feedback. 5. Policy will evolve with technology. - Enterprise Copilot respects permissions and doesn’t train public models; avoid personal AI tools for foundation data. ### 2. Accessing Copilot - Inside Apps: Contextual “Copilot” button in Outlook, Teams, Word, Excel, PowerPoint, OneNote, Loop. - Copilot Chat: Standalone or within Teams; can search across emails, files, chats, calendar; model selection available. - Permissions respected across the suite; no integration with Microsoft Access. ### 3. Teams - Live meetings: Turn on transcripts for recaps; ask Copilot to recap, list highlights, or clarify what specific participants asked; export chats and notes. - Post-meeting: Recap tab includes AI notes, slides, tasks, transcripts, and topics. - Channels: Copilot summarizes recent activity; thorough recaps help catch up after absences. - Security: Shield icon indicates enterprise data protection. ### 4. Outlook - Summaries for long threads; file summarization for supported Microsoft formats. - Drafting with Copilot (Alt+I): specify intent and tone, then refine; remove duplicate signatures, adjust structure and tone, add citations. - Prioritization: AI assesses tone and content; enable prioritization, observe behavior, then add rules; works well for downgrading automated notifications. - Feature availability varies between “old” and “new” Outlook; use settings to locate features in new Outlook. ### 5. Word - Document-scoped chat with suggested prompts and manual commands; highlight text for targeted edits. - Toggle direct-edit vs. chat-only modes based on sensitivity and preference. - Reference Loop notes with forward slash to assemble meeting summaries; finalize drafts with “Done.” - Use Version History via OneDrive save to revert if needed. - Iterative prompting for structure and tone to match personal voice. ### 6. Excel - Workbook analysis generates insights, visuals, and follow-up prompts; may create new tabs and display processing indicators. - Iteration recommended to refine insights; processing time depends on dataset size. ### 7. Copilot Chat, Models, and Personalization - Work vs. Web modes for internal vs. public research; protections always on. - Model picker: Auto recommended; Claude (Sonnet/Opus) excels at drafting; GPT excels at research and structured outputs; compare outputs when useful. - Custom instructions tailor style and formatting; temporary chat available; chat settings include appearance and personalization. ### 8. Safety, Responsibility, and Practices - Enterprise protections safeguard internal data but do not guarantee safe outbound sharing; users must double-check recipients and attach sources. - Avoid entering passwords, credentials, banking info, or personal Microsoft account details. - Judgment required for sensitive content; when in doubt, consult policy or ask. - Persistent feedback loop: question Copilot, iterate, and validate accuracy and tone. ### 9. Operations and Support - Licenses assigned; if features don’t appear, restart the computer. - Per-app settings can toggle Copilot features if distracting. - Recordings and recaps will be sent via Kashif; additional trainings scheduled for October/November; marketing to release videos. - For support, contact the instructor or help desk; Julia assists with “new” Outlook configurations.	Sep 4, 2026	Speaker 1 00:00:22 You. Speaker 2 00:00:24 Today? I'm good. May I ask you a favor, please? Yes, ma'am. I'm one of those people that freezes when you call on them. Could you please not call on me for anything? I will try not. I. Thank you. You're welcome. Sorry, I've always been like this. Speaker 1 00:00:51 It's quite alright. Speaker 1 00:02:01 Hi. Speaker 3 00:02:16 Good morning. Speaker 2 00:02:17 This is Vivian. We haven't met in person, but you know what? I recognize you. You do from the conferences, yes. Oh, so I do know you. We'll see each other at the staff meeting on 14. Yes, Speaker 4 00:02:32 I'm excited to meet you in person. I'm sure we've run into each other along the way. Yeah, yeah. Speaker 2 00:02:38 We have, yeah. I recognize you when when you checked into the meeting yesterday. Ah, okay, okay. Well, thank you so much for all the work you've been doing to help me with everything. Oh, no problem. So appreciate it. My pleasure. Speaker 3 00:03:20 Good morning, everybody. I know it's one minute after. I'm going to give a few more minutes, probably until 9:03, just like I did yesterday, to allow everyone to join. I am also going to turn on facilitator and recording, so just and then also additionally, I have some of my staff members at Crimson joining in. To as well because they're going to help me with training soon. Some people, not all of them, some people just like my training and they like to join. So, but I am going to add some crimson people. Some are going to be helping teach in the future, and then we'll get. Speaker 1 00:04:10 Started in a moment. Speaker 3 00:05:09 All right, we're gonna go ahead and get started. It is 9:03. Just a heads up for you guys, if you've not met some of our members at Crimson, Ryan is on and Julia is on. Ryan is on my AI team. He was just made an honorary member last week. Poor guy. So wish him well. He's actually very very good at being a technician, and so I'm just adding a little AI to him. Because he he's the kind of person he likes new technology, and then Julia is one of our project managers, and she loves learning about AI. She's actually taken to AI like a fish in the water, so I try to add her to as many of my trainings that I do with clients as I can, just because I know that she really enjoys attending those trainings. So I am going to share my screen. Give me one second. I'm trying to get. Speaker 3 00:06:07 That screen over, and then we'll go through some of the stuff that we talked about yesterday. I did make a change to our training because there were some questions that you guys had, and I took those questions and I made some changes. So hopefully that helps a little bit and clarifies some things. And bear and be aware, recording is on. That recording is going to. Be saved, and I will be sending out both recordings to everyone at the end of today. I'm also going to send out notes that I have and other materials that I have that I promised yesterday, and I will promise today. So, so just be aware of that. Now, most of the time, I will tell people demo is on crimson sample data, never any of our client content unless our clients themselves have said, "Hey, you can use my." Speaker 3 00:07:06 My stuff within your trainings. I actually have one client that has said that. So just be aware. But a little bit of change to that statement. Dylan, I think Dylan. No, someone sent me. Steve sent me. Sorry, I have a Dylan in a previous training that that was sending me data. So sorry, Dylan. I didn't mean to confuse you. But Steve sent me some data that we are going to utilize today in our demo. So thank you. Steve for that. And then, just a heads up, we're going to go over the rules. So, one, welcome back. Two, there's never any wrong questions. I never judge. I have been in IT for well over 25 years. I have heard almost everything, seen almost everything. So trust me when I say there's no wrong questions. You are welcome to interrupt the demo if something on the screen looks useful. Stop me. Speaker 3 00:08:05 If something is confusing, stop me. And so, just want to make sure that you guys are aware. Try it yourself. We are going to have some hands-on time, so open Copilot on your own device as we go, and I'm going to explain how to open that in a moment. And then, please be aware: privacy first. Yesterday's three rules still apply. You want to give it context, check its work, and protect your data. So be aware of that. Now, if just a reminder, you guys do not have to have your cameras on. I have my camera off right now, more accident, we think. But there is a question, and there was a question and answer. There's not a question and answer this time. So if you guys have any questions, please make sure you throw it into the chat. And facilitator, she is on, so she is going to add notes as we go through the day. So you can leave chat open, and. Speaker 3 00:09:04 Be aware. I did not put the agenda on this meeting because the times never work lately. So sometimes we go off script. Sometimes you guys have questions that might push this over. So the times that are on today's agenda is just there for sake of being there. We are going to go through your policy and guardrails. We are going to go through where Microsoft Copilot lives and how it protects your data. And we're going to do a live demo within Outlook and Teams, or in Excel, or and go over Copilot chat and how to choose a model, because that's actually pretty important. I'm going to go over the different models that that you have within Copilot and what they're good for and what they're not good for. And then we're going to talk about Copilot for the work you actually do at CoStar. Speaker 3 00:10:01 And we're gonna go through a prompting recap, and then we'll go over questions and answers if you have them in chat, and we hadn't already answered them yet. And then, as you guys remember, yesterday I do call on people randomly. I do like it when people participate. One of the ways that you can prevent yourself from being called on randomly is just be active and participate. I have a tendency, and Ryan and Julia will tell you, I have a tendency to call on people I haven't heard from yet. However, that being said, if you're active or you talk to me beforehand, I won't call on you as much, if at all. So be aware of that. Ryan has seen me calling people plenty of times. So heads up, AI at CoStar. Sorry, CoStar. I. Speaker 3 00:10:57 I don't know why I said CoStar. CoStar, we're going to go through that policy first. You have an AI acceptable use policy, and I will say, your AI committee that's on this call was absolutely amazing in creating the policy. They put in questions and they put in statements that I am extremely proud of of what they wrote. And so I want you guys to be aware that they did a fantastic job. I cannot say enough about that. And so we're going to go through that. Now, you guys heard me say some things yesterday about how to use AI, and those are written in the policy. So, very first thing is using AI as a tool. Okay, it's not a replacement for your judgment. Speaker 3 00:11:52 And I want to be very clear. A lot of people are using AI as a replacement for their judgment. Don't do that. I want you guys to be aware of that. Every AI output that leaves your desk is reviewed. Okay, that's you. You're that person. Reviews it. Yesterday we said AI wrote it is not a quality control process. This is the idea that's written into that policy. Copilot is here to draft. You decide what goes out, and remember that because your name is attached to everything you send out, you can't use the excuse, "Well, AI wrote it." So, want to make sure that we we expand upon that principle number two: keep sensitive information out of public tools. No personally identifiable information, which is what I call PII. No student records, no observation notes, unless it's. Speaker 3 00:12:50 Already been approved. No personnel data. Don't put any confidential information that's financial in any tool that hasn't been approved for use. Okay. Now notice what I'm saying here. If it's not been approved for that use, it doesn't belong. Okay. Especially if it's a personal AI. So when you're using personal AIs, even if it's Copilot or I'm sorry, not Copilot. If it's ChatGPT, Claude, Grok, the one that's Google, that for some reason the name escaped me just now that I used yesterday, if it is not set properly, it feeds that information back to retrain AI, which means it's now become public knowledge. So keep sensitive information out of public tools. You should not be using them. Now that being said, Copilot inside of the foundation's. Speaker 3 00:13:47 Tenant or Microsoft is an approved tool, and it is protecting your data. None of your data will go to train AI. So, principle number three: disclose AI use when it's material. If AI has played a meaningful role in something where authenticity matters, you need to you need to say it. For this team, that means communications. Marketing materials. If you guys use those stuff like that, you want to make sure that AI is disclosed. Now, if you've used AI to draft it and then you put it in your own words and added to it, you don't have to disclose AI at that point. But make sure that you're fully using it or fully using your judgment. Principle number four: Report concerns. Speaker 3 00:14:46 If an output feels wrong, harmful, or inappropriate, you can flag it within the chat. Okay, you want to flag it back to Microsoft. Principle number five: the policy is going to evolve. Just like AI has made changes in just the last few weeks, your policy is going to evolve just like that because every change that AI makes. Speaker 3 00:15:16 If it does not have something in the policy about it, and we need something in the policy about it, we're going to change the policy. There's so much changing going on so quickly that our policy has to remain fluid. Okay, we got to make the policy keep up with the tools. Speaker 3 00:15:41 Eighty questions so far. Speaker 3 00:15:47 Yes, Speaker 5 00:15:48 Sir. Hi, thank you for this introduction. So I just want to make sure then that we can all feel safe that using the enterprise version of Copilot that we have right now for everybody, that we can safely use our entire network of files without feeling. You know, just ambivalent about whether it's going to go be disclosed outside of CoStar Foundation, right? Speaker 3 00:16:27 Yes. So I'm glad you asked that question because I did want to expand upon that. Call me up. I was going to ask a question. Inside work in Copilot, that is in your foundation's tenant, the policy allows what your normal commissions allow. Meaning, you can put almost anything into Copilot and work on it there. Because it is the enterprise version, it does protect your data, and none of the information is being fed back into train AI. That's a good place to do it. Now, when I say keep sensitive information out of public tools, I'm meaning the tools that you sign into with your personal email addresses. Speaker 3 00:17:14 That has not been flagged by the foundation as being up. So perplexity, that's the one I couldn't remember this morning. Your personal perplexity account, your personal Claude account, those type of tools, you cannot put sensitive information from the foundation into those tools. But Copilot, that you sign in with your email address with your work email address, is safe to use. Speaker 3 00:17:45 Does that help. Speaker 5 00:17:45 Yes, and that applies to our Microsoft Outlook as well, Speaker 3 00:17:53 Right? Yes, sir. Microsoft Outlook, all your Microsoft tools. Speaker 5 00:17:59 Great, Speaker 3 00:17:59 Thank you. You're welcome. All right, so we're going to talk about where Copilot lives, and there's three front doors in the Copilot. There's one back door. We're not going to talk about back doors, but three front doors. One, it lives inside your apps. So there is a Copilot button, which we're going to show you in a moment. That is in a lot of your tools, not just what I have listed here. The main ones we're going to expand upon is Outlook, Teams, Word, and Excel. But it also lives in PowerPoint. If you use OneNote, it lives in there. If you use Microsoft Loop, it lives in there. Okay, it works on what's in front of you. Speaker 3 00:18:40 If you're using it inside the tool, it's going to work on what's in front of you, so emails, documents, even this meeting. Okay, Copilot Chat, which I'm going to show you as well in a moment, it is an app that's on your computer. It's an in your browser, and you can even put it on your phone. So that's where you can ask questions about information that's across all of your work. Your emails, your files, chats, calendar. Also, you can choose a model within that, and we're going to get into models in a moment. But be aware, anything you ask Copilot about, you can only see what you have access to. So, if Kamya has a highly sensitive document that is on his OneDrive that he has never shared anybody, you can't ask Copilot about that document because you don't have access to. Speaker 3 00:19:39 Yes, Speaker 4 00:19:40 Dylan. Hi, sorry. Just a quick question while we're talking about what apps it works with. Have you heard of any integration with Access? We have a very sort of antiquated Access database that doesn't tend to work with a whole lot. Speaker 3 00:19:57 It does not work with Access. Speaker 4 00:19:60 Ah, well, that would have been very helpful for data entry, but alas, thank you. Speaker 3 00:20:04 You're welcome. Speaker 3 00:20:07 All right, and then the last door is in Teams meetings, and you guys are gonna love that once you get adjusted to using it within Teams meetings. And I'm gonna show you a little bit about that. You can actually chat with Copilot in a meeting as long as transcript is turned on in that meeting. You can chat, especially if you're like me and you have ADHD, and I have high functioning ADHD, but it's it's still pretty bad. Sometimes I will be in a meeting and all of a sudden my mind will drift on, you know, mom stuff. For those of you guys who are moms, like what's my daughter's dentist appointment yesterday? You can actually chat with Copilot to give you a recap of what somebody said, and it's it's fantastic. I love it. So be aware of that. So within Microsoft Pilot, what you can do with it is this: Outlook. Speaker 3 00:21:04 You can tell it to summarize a long thread. If you have a back and forth email that's gone over three weeks of daily emails, you can actually have Outlook summarize it. Okay, Teams. You can recap a meeting you attended, or if you were added to the invite but couldn't attend it, you can actually have it recap that meeting as well. You can have it catch up on missed chats. I will be honest with you. There is a chat called the Napping Team at Crimson, and it got named the Napping Team because Anzor made a comment one day in our All Hands meeting that if you feel that you need to take a nap in the middle of the day for lunch, take a nap because we want everybody to be a hundred percent, and we understand that everyone on the team, we're going a hundred and twenty miles an hour at all times during office or during. Speaker 3 00:22:01 Work hours. So, if anyone's ever feeling not good or you know things like that, feel free to take a nap. In fact, we had a napping room at the Crimson Headquarters for that reason. So, we have a a teams channel called the Napping Team, where it's either you know at any time we're either talking about gaming or we're talking about other things. It's like the water cooler, and then also team members get help for issues that are going on, and so. At any time within Teams, I can ask it to recap that napping team, because trust me, things fly through there a hundred miles an hour. So it's very helpful for that. Word, you can turn an evaluation report into a two-paragraph board summary. One of my favorite tools, favorite things to do. I have to write ten-page reports to my clients for various things. Speaker 3 00:22:57 And sometimes I have to summarize that report into something that's a couple paragraphs long. And you can rewrite for that. Excel, I love Excel. You can have it explain what the table is showing, especially if the table has a lot of data. You can have it suggest formulas or build a chart. Sometimes I've been working in IT for a very, very long time, and sometimes I will forget how to make a formula. Even though I've done it a million times, I will forget, and sometimes I have Copilot help me build that formula out within SharePoint and Copilot Chat. You can you can have it find lost files. Okay, I have files that I know I wrote in 2001, and sometimes I have Copilot go find that file for me. So, be aware. I'm going to reiterate this multiple times. Speaker 3 00:23:53 Copilot only reads the foundation data you have access to. It does not use it to train AI models. It does respect your existing permissions. I say SharePoint permissions, but all permissions. It does respect that. All right. Now we're going to talk about Outlook and Teams. We give you guys some demos of Outlook and Teams. We're going to summarize a threat. We're going to have it draft a reply, and then we're going to have it recap a meeting. So, I'm actually going to go out of order on this. We're going to talk about Teams first, and I'm going to actually show this meeting real quick. So, this is why I tell people, you know, you don't have to be on camera. I am going to share this. All right. Within the chat, we have a couple different features in here. So, notes is one of them. When facilitator is on. Speaker 3 00:24:51 It's going to fill out the note section, okay. And she, I call her she. You can say he. You can rename it. Well, you can't technically rename it, but I call it George sometimes. But you can call it whatever you want. It will sit here and go through and give you an entire recap. And when the meeting's over, you're welcome to copy and paste that into a Word document if you want, or have Copilot build it into a Word document. I'm going to maximize this a little bit. The other thing we have is Copilot, and so you can open Cop here, and you can tell it recap the meeting. You can tell it to create an agenda for this meeting, and you can ask it for highlights from the meeting chat. Often in some of my meetings, meeting chat is very people are very talkative in the meeting chat, and so sometimes I'll have it highlight things for me, especially if I'm the one doing the training, and I'll do that. One of my favorite features is. Speaker 3 00:25:50 Uh, tell me. Oops, my keyboard is messed up. I got to change the value. Tell me what. Oh yeah, exact question was. And then I will ask Copilot. And Copilot usually will quote out the statement. Yeah, and then I can go from there. So this is what it told me. Speaker 3 00:26:21 And it it got him, it captured him perfectly, and then summarize it, or find the surrounding discussion in the transcript. So, trust me when I say, hey, this is really good for us to have ADHD. It will follow up pretty well. Now, if something seems wrong, you can flag it, and you'll flag it with the down button here. But you can also copy it. You can schedule that prompt to happen again. If I know that Kamya is going to ask that question again, I'll reschedule it for closer to the end of the meeting. So there are things like that, and then you've got more options. I can export this entire chat to Word. I can add it to some pages I'm working on, or I can edit it in Pages, and I'll go with what that looks like in a bit. So this is what you can do. You do have some buttons up here. Speaker 3 00:27:14 I will explain these buttons when we talk about Copilot Chat in a moment because they're the same, but I do want to draw your attention to the shield and make sure that you guys are aware the enterprise data protection is on and it applies to all chats. Meaning, Microsoft is not going to send any of your data out to the public. That's basically what it means. Now within Teams, I'm going to get rid of that one. I'm going to go to the actual Teams chat, and I'm going to open up this. So this my Teams. Yes, I know it's it's very messy. Um, in here, this my napping team that I told you guys about. Um, and then what we'll do is we actually have announcements and stuff we put in here. But if I missed, like maybe I'm on vacation for a couple days, I can click on the Copilot button, which is right here. Speaker 3 00:28:11 And I can ask it to recap the last week, and I did that on July eighth. During that time, I was out of the office for two weeks. I had an emergency, and so I ended up being out. And I asked it to recap the last week, so it gave me some things that happened, and was able to go through all of that for me. And so I can do that there. It gives the good, bad, and ugly. It does not skip anything on those recaps, so you do have that ability to recap in meetings itself. And I'm going to pull up your training from yesterday. This is your training from yesterday. We can see the recap if facilitator is on, or if transcript and recording is on. We can view recaps. I'm going to click on this view recap, and I'll show you what it looks like. And the great thing about it is it. Speaker 3 00:29:10 Pulls your data. So here's the meeting notes, and then it also has the slides that we used. This is the AI summary, and so you can see it added the slides and it added follow-up tasks. By the way, for yesterday's follow-up tasks, I did verify every single one of you has a license. A few of you were missing licenses. I did add them today. So if you couldn't see Copilot, you should see Copilot now. All right. And then you also have a few other things you can do. You can add. You can look at the transcripts, and you can actually download the transcripts as long as it's been shared with you to be able to do that. You can look at mentions, and it only mentions. It only shows mentions of you. So if Kamya was to open this and he clicked on mentions, he will find that I mentioned him a lot yesterday. Speaker 3 00:30:07 Just because Kamya is the key person, and I like to use him as an example. The other thing down here is topics. If I had put the agenda in, it will show the topics, and then also chapters as well. And so you have that ability. It does have some really cool audio recaps. You can share it with others, and so I will share it. And then you've got some options down there. Now, within this, I can click on Copilot and I can chat with it about the meeting. But also, I can look at my my previous chats, and then I can also click on and create a new chat. We're going to talk about why you want to create a new chat and chat in a moment. Um, additionally, within Teams, you have a Copilot button right here, and this Copilot is a front door to Copilot chat. Speaker 3 00:31:07 And a lot of people like to use it in here because if they're in teams all the time, because they've been chatting, or looking at documents, things like that, they like to actually use it in here. And we're going to go over what Copilot Chat looks like in a moment. But I want you guys to be aware that you can access it with teams. Okay. Another thing you can do, and I want to point this out, is when you're in here and you're in your teams and your channels, Crimson has a general channel right here where we post announcements and items. I can go in here as well, and I can look at it from this location. Okay, so you can go in, and you can say, " Give me an update on all the posts." So, be aware that that is there. Okay. Any questions about utilizing Teams and the chats? Yes, Speaker 5 00:31:60 Kamya. Thank you, Christi. And in terms of being the key person, I feel like everybody on this call and all of my colleagues who couldn't attend are all key members. So there's no singular key. But I had two questions. That shield button that you showed is that something we should make sure it is. Speaker 5 00:32:32 On whatever screen you are working on, that's one question. And then the other question was, I think while you were on Teams, there was at the top where you were going to ask a question, there were an option of work or web. Yeah. So I just wanted to know what what those two options mean. Speaker 3 00:32:55 Okay. So the work and web, we're actually going to go through that in a couple. I'm going to give you guys the full explanation of what each one means. But high-level work is where you want Copilot to concentrate on the documents that are within your organization, and web is where you want it to concentrate on information outside of the foundation's documents. So where you need it to research things on the web. So we'll go into that in a little bit more detail. And then for this shield right here, it's all. Speaker 3 00:33:29 Always on. You cannot turn that off. Microsoft does not have it as a way to turn off Enterprise Data Protection. However, Microsoft has put that shield up there just to give everybody a peace of mind to say, "Hey, look, Enterprise Data Protection is on, and it does reply to this chat." So it's more like a security blanket. You know that it's there, but you don't you don't have to worry about it because it will always be there. Speaker 3 00:34:02 Did I answer all your questions? Speaker 5 00:34:03 I'm sorry. Yes, Speaker 3 00:34:05 Thank you. Good. I needed to drink water real quick, and then I was like, " Wait, did I answer it?" Um, a few items on here, and I'm going to demo real quick. I am going to demo because I I want to demo. Um, when you have when you open up chat, you can start a new chat at any time, and I like to start a new chat for. Changes in conversations, or when I want to start a new topic, so I start a new chapter right here. I am going to say recap this meeting, so, and it's going to come back and give me that information, and it's pretty quick unless you ask more difficult questions. So this meeting is in progress, but here's all the recaps, and then I can go in here and I can say, give me. Speaker 3 00:35:00 A recap of all of and one of the features that I do, I'm going to show you in a moment. But he's asking these questions, and they there's my responses, and it gives a really good idea. So sometimes during a meeting, if I feel like I might have missed something, well, I will ask you guys, of course, but I'll say, did I address all of his concerns? And sometimes I'll even ask, did I accurately address all of his concerns? So, because sometimes I need to double check my knowledge. So. Speaker 3 00:35:57 And it gives its own opinions as well. So be aware. It's really good to have a conversation with, just to make sure you're getting all. So any questions so far about teams and chats? Speaker 3 00:36:25 All right, bear with me one second. I'm going to pull over my Outlook. I want to teach you guys a little bit about Outlook and Copilot. All right, so I'm going to go in here, open up Outlook. I wanted to make sure that I didn't have Outlook on a copy machine, but I don't. I don't even have a copy machine in the office. On here, I've got Steve's message pulled up because Steve sent me a message, and I can do a couple things to see his message. I'm not going to summarize it because it's it's very short, but if I click up here, it's going to give me the option to summarize, which is really really good. Now it will generate that summarization, and this is really helpful when you have a. Speaker 3 00:37:23 A long email, so just be aware. I'm going to show you a long email. There is a client that I have that has said that as long as it's not confidential information, I can show you guys a demo with their stuff. So just be aware that I am going to demo with someone who has given me expressive permission to do that. But for Steve, what I'm going to do is I'm going to hit my reply all button and. In here, I can do a couple of things. I can reply, which I already did reply to Steve. But for the sake of this training, I'm going to demo with him. I'm going to hold down the Control key on my keyboard, and I'm going to hit the I is in the blue. Sorry, Alt I. Sorry, not Control I. We'll hold down the Alt key and hit I. And within that, it will bring up Copilot. Now, in here, this is what this little screen that comes up. I can. Speaker 3 00:38:19 Tell it what I want to say, or I can choose some here information, and I can say I want to thank Steve for his email, and it's going to write that email for me. Now, can anyone tell me what my rule is on using Copilot to draft something? Speaker 4 00:38:51 Ryan , It should only be used as drafts. The final judgment needs to come from you. Speaker 3 00:38:59 Yes. Can you guys tell that Ryan's been in several of my chairings? He's good at this. Seventy percent of the work can be handed off to AI in certain situations, but the thirty percent is your judgment, and you got to write the last one. So in here, I'm going to say keep it. But I have the options to keep it, discard it. I can tell it to adjust the tone. I can ask it to put in citations. Citations are really important to me because I'm a technical person. I'm going to say keep it, and I'm going to eliminate some pieces. And first off, I'm going to eliminate the signature because my signature is always there already. There. Secondly, I am going to unboldface this. Third, I don't use people's last name. Speaker 3 00:39:50 And then third and fourth, I'm going to rewrite this again. Now, did I use Copilot on my original response? Stamp? No, I don't on these because they're short and sweet. I I said thank you or something along those lines, and I've added them to the training so far. So I don't use Copilot on short and sweet messages, but for today's demo, you guys can see. Now, one of the things I do like about is when I reply to something, especially when it's something about dates and times, I can get Copilot to look at my calendar and say, "Hey, this is when you have dates and times," and I'll have it drafted based on that. And I do that one fairly often. So be aware that it does see your data. I'm going to discard this because Steve doesn't need two thank you emails in his mailbox. But I want to show you something else here. Speaker 3 00:40:44 Kim has been emailing us to ask some questions. I am going to look up here. Heads up, it already summarized it for me, and sometimes it will summarize it on longer emails, especially when there's back and forth. So in here, it's going to be a task that's assigned to you to complete and return evaluation by the end of next week. And I can go in here and do a few things with this one, but Michelle did respond to him. He sent an email yesterday afternoon. Rashan responded to him, and I will get this back to him next week. I can also ask it to give me a longer summary. There's there's my longer one. I can also ask it to summarize a file. So, heads up: only certain files are supported in this. Speaker 3 00:41:42 Most of it's just Microsoft, so I can tell it to summarize that file, and that's a new feature by Microsoft. It just came out in recent weeks, and it's actually been very helpful. So there's the file summary as well. Sorry, my kitten behind me just jumped, so something sound like it was crashing. Be aware. And so I can see the summary, and I can respond to the email and tell him, you know, I'm going to get this back to him, which was Rashan already did. Be aware of that. Now, in my email, you guys will see that I have some down arrows and up arrows. And within Copilot, Copilot actually sets these up. And so I'm going to go in here and go to this top Copilot button, and I'm going to hit the down arrow key, and I'm going to tell it to prioritize. I'm going to click on that. It's going to open up a new a new window, and this is a feature by. Speaker 3 00:42:42 Copilot, which I love it. It tells me. It allows me to tell what are high priorities to me. However, be aware that just because I have three rules in here, it it actually reads the emails that is in that comes in, and it determines based on the tone if it's something that should be a higher priority or not. Now I have my rules. So, like John Carlo, mark as a high priority. I have those rules in here, and it will mark it. But I will be honest: a lot of emails come in. It's fairly accurate at marking it as a higher priority. So I don't have many rules in. And in the same token, I can mark it as a lower priority as well. And with that, I do have some rules in here because I've noticed things come in that should be a lower priority that's not being marked, but. Speaker 3 00:43:38 There's my lower priority rules, and if you look over here, you have new posts and teams. It already marked as a low priority. It's really good at determining that. So you can turn that on in your Outlook. You can tell it to show AI generated summaries automatically, which you saw that, and then you can apply. You can tell it to apply low priority email. How many of you got Outlook open on your computers right now? Speaker 3 00:44:09 All right. So if you've got Outlook open, go ahead, go into Copilot right here and hit the down arrow and click on Prioritize. I'm not going to tell you to set a setting. If you want Copilot to prioritize, you just click this one right here and choose the options that apply to you. I tell people turn this portion right here on right now, ignore the rest of the customization, let it run for a day or two, and then add your notes. Speaker 3 00:44:39 Add your rules. So I'm going to add a rule real quick. I actually had this as a rule, but I took it off earlier. If it's from okay, and then I'm going to click Add. And so that's now in there. Now to delete it, if it's a rule that's no longer applicable, which Kamya is now no longer applicable because I was working on a project and that this project is done. You can click on delete, and then all you have to do is hit save. All right. So if you, everybody, lower your hands, and then raise your hand if you just did that live while I was working. All right. A few of you did it live. Perfect. Speaker 3 00:45:36 If you guys give, if you guys have any questions or running into any issues when you do it later, give send me or send the help desk an email, and we can help you work out the issues with it. Okay, that's pretty much Outlook Copilot in Outlook. Microsoft has only done a very few things with Copilot in Outlook, basically summarizing, drafting. And prioritization are the only pushes that they have done to Outlook, but the items that they put in, Casey, I have old Outlook on, so yours, Julia uses new Outlook, so she can tell you where that is. But the items that it has into Outlook is pretty powerful, so they are still. Speaker 3 00:46:32 Put looking to see what they can do with Copilot, and there are some changes coming in the future. So be aware of that. All right. Any questions on Outlook and Teams that I have not answered yet? Yes, Speaker 5 00:46:51 Kamya. Uh, I I didn't have a question. Speaker 3 00:46:58 Oh, okay. I'm sorry. I thought you got erased. No. For those of you guys who your Outlook doesn't look like mine, it's because you're probably in new Outlook. I don't have new Outlook turned on specifically because I use a lot of features that doesn't work well in new Outlook. It's old stuff. So Julia said for new Outlook use settings, and it should help you with that. She's got a screenshot for you as well on how to get to that. Speaker 3 00:47:29 And then, if you still run into issues, let us know. We'll work on it. All right. The next item is Word and Excel. Okay, I love Words Copilot, but I love Excels even more. I'm going to pull up some demo data. Everybody on this call, pull up Microsoft Word and Microsoft Excel. You can either have it on a blank document or on a new document. Speaker 3 00:47:58 And I've got some demo items on here that I'm pulling up, so bear with me one moment. My Excel's opening a little slow. I haven't rebooted my computer in over a week. All right. Speaker 3 00:48:24 So I'm I've got my Excel document open. These are demo data data, so this is sample documents. So on the inquiry that I have open right here, let me enable editing. I'm going to show you how to get to Copilot now. Just a heads up, I because I'm on a screen that I have blown up so that you guys can see it better. I have my ribbon hidden, so I'm going to unhide it real quick. Speaker 3 00:48:55 And I'm going to show you how to get to certain places. Now, to get to Copilot, there is a little button down here that has the Copilot icon in it. Okay, and you can click on it to open the Copilot chat window right here. And once you've got that open, just note that everything up here is very similar. You just don't have the work versus web. And that's because Christi. Yes, Speaker 6 00:49:27 Ma'am. For the slow people in the back, can you do that one more time? Yeah. Thank you. Speaker 3 00:49:33 All right. So I just have a sample document open. So it's generic. It does not apply to you guys. It's just something that I had Copilot build for me for today's training. Down here at the bottom right hand, there should be a button that shows Copilot, and if you hover over it, it's going to give. Three options, and instead of hovering over it, I want you to just click on it. Just click on the button. I'm just going to open the chat window. Speaker 6 00:50:04 Thank you. Speaker 3 00:50:09 You're welcome. No worries. Sometimes I go too fast, so if I do, just stop me and slow me down, just like you did. All right. There's no web up here, and there's no work because this is the chat for just this document. Speaker 3 00:50:27 So I want that to sit with you guys for a moment. Within Copilot, in a document itself, this chat is only for this. However, you can add other documents and reference back, and I'm going to show you that in a moment when we talk about doing links. But on this one, I can—it's already got some sample prompts for me. I can tell it to summarize this document. I can tell it to ask a question about this document, and suggest ways to improve this document. So if I'm working in a document, maybe I I do this often. So I work at all hours of the day. Julia will tell you, Ryan will tell you, they will often see me on at nine o'clock at night because I'm working on things. And when I'm working on training materials or similar, like board documents, which I've actually worked on a board document last night, I'll be in here and I'm just typing away. I've got autopilot on in my brain, and I'm typing. How many of you guys do that? Speaker 3 00:51:24 You get into autopilot mode, and you're so focused, you're just typing. Some of you guys, maybe, or am I the oddball? I'm totally accepting of the fact that I'm an oddball on this. Okay, Steve, Steve got me on this. Um, so when you're in here, you're working away like that. You sometimes you're on autopilot, you don't realize what you wrote, and you're ten pages in. And so sometimes I'll have it suggest ways to improve the document. So I have the information in here. You'll see things that I wrote and suggest ways to improve it, and it will critique it. Yes, Tommy. Up. I'm sorry. I just saw your hand raised. Speaker 5 00:52:10 Right. Yeah. So Christi, this is a Word document, correct? Yes, sir. So the questions that. When you clicked on the Copilot button, the questions that came up or the options that came up, I did the same for another Word document that I just opened up randomly. And the when it says let's edit your document, the the three questions were not the same. No. So does Copilot come up with different questions? Speaker 3 00:52:48 It does, based on what it reads in your document. Speaker 5 00:52:51 Oh, Speaker 3 00:52:52 I see. Yeah, so it already, when you click on it, it already knows your document because it's working behind the scenes. And remember, Copilot does not feed your information to the public, so you do have enterprise native production on. But it already reads your document. It already knows what you're working on, and it formulates those questions based on what it sees in the document. Now, is it always good at that? No. It tries. Remember, in yesterday's training, I told you that Copilot is like an expert. Not always perfect. Okay. Speaker 5 00:53:28 So, but the question I have is: Let's say you wanted to summarize the document. You wanted Copilot to summarize the document, but if one of the. Speaker 5 00:53:44 Options is not to summarize the document. So, for instance, what I did is the options I have is get me started writing, create a draft from my recent work, create an outline for. So, none of them seems to be summarize the document. So, if you don't see what you want to see, is there a way of adding it. Speaker 3 00:54:05 So, if you don't see it, I'm going to start a new chat. You can just say summarize. Speaker 5 00:54:13 I see. Okay. All right. So you can put whatever you want in that in that edit box, basically. Yes, sir. I see. Okay. Speaker 3 00:54:24 Thank you. You're welcome. Um, you can put whatever you want in the in the box. You can also highlight. So if I go in here and I highlight a couple rows, I can say, " Hey." In the in the section I highlighted, please make the following changes. You can also right here you can have options here. You can allow Copilot to edit your document directly, or you can tell it to chat only. And I will use chat only if I'm working on a document that I don't want AI to make changes. I want to make the changes myself. Speaker 3 00:55:09 Now, for each person, that could be different. So, a document that I don't allow AI to edit might be something you would allow AI to. It's just based on personal preference here. Now, if I have this schedule here in Excel document, and I'm writing up a memo with the schedule to send to a school or send to a person, I can add a source in there. Speaker 3 00:55:41 Okay, so I can upload an image or file. I can attach it. I can add some other content to it. Or if I'm in here, I hit the forward slash button, and it will pull up the most recent items that I've been working on. Okay. In addition to that, I can also pull up meetings. So I'm going to show you guys. With a blank word document, what we can do with that? So I'm going to say new, and I'm going to say blank document right here. And I have an option up here to describe what I'd like to draft with Copilot, or I can go down here and I can click on the Copilot button. If it ever disappears, which it does for me, you can go down here and just click on it. It sometimes will hide from you. Speaker 3 00:56:39 Especially because apparently both my mouse and keyboard batteries. So in the editor document, I'm going to have it create me a meeting summary from the following meetings, and I'm going to hit that fourth flash. And I've got some options down here where I can search. I'm going to. Speaker 3 00:57:12 Right here now. This, if you guys don't know what this icon is, it is Microsoft Loop. That is where it stores your meeting notes. So I'm going to click on this, and I'm going to hit the send button, and you're going to see it's giving itself a task list. So now it's in the plan mode, and if I don't want to see what's going on, I can click on that button and just let it do. Now, sometimes when I know I'm having, it's gonna take a minute, I'll go get coffee, or I'll work on something else because I'm a multitasker. Now, it's still thinking, and you can tell because this little button right here is changing colors, and it's planning it out. But as it's planning, it's at planning it out. It's actually writing, and sometimes it'll go back and rewrite something. But you can tell it's still it's still in draft mode because everything that's listed here is highlighted in blue. Speaker 3 00:58:12 And you can still see it's still going. And if I hit that button, it's now showing me all the steps that it took, and it's created that. Now, before before it writes this permanently, because it's still highlighted blue, I have to choose done, or I can tell it what to edit. All right, I can say in here, make spell out. Speaker 3 00:58:41 The full principles of how to prompt, and I can add that in. So as I'm going through this, I'm going to edit, and it's going to go in, and it's going to make those changes. Now, when I do that, it's accepting what it did as being done. So it went ahead and marked as done. And now it's making the changes. So here it is. I can choose done, and it's right there. Now, what if I didn't want prompting principles on that page? I wanted it somewhere else. I can tell it to move the prompting to above decisions. Speaker 1 00:59:28 Let me click on that. Speaker 3 00:59:39 I'm going to tell it to move prompting to be above. I'm waiting on that. Bear with me. I'm going to go open a door. You go, sir. You can go. Speaker 1 00:59:48 Out. And now it's made that move. Speaker 3 00:59:59 And you can also argue with Copilot. Speaker 3 01:00:07 Does anybody remember from yesterday's meeting why I tell you to argue with it? Because it makes things up if it doesn't have the answer. Yeah, that is a beautiful answer. Uh, anyone else want to take? Because I like Jolie's answer, but that's not the answer I'm going for. But that's a good answer. I love that. Speaker 3 01:00:42 Never accept the first draft. I probably didn't spell that out as well as I want to spell it out today, but never, never accept the first draft of anything. Speaker 6 01:00:55 Okay. So Christi, when you Christi, when you ask it to do it again, it gives you a better version, right? Or it gives you something that might be closer to what you're looking for if you keep asking it questions. Speaker 3 01:01:07 Yes. Speaker 3 01:01:10 Sometimes I'll argue with it and say, "Does this really sound like me?" That's me arguing with it, and he'll come back and say, "Nope." And then I'll say, "Let's let's make it sound like me," and then from here. I'll go in deeper, and I'll edit it myself because sometimes it uses words I don't like, or explains things in ways that I don't. I will. I I will write out something. It takes me two hours to build out my own stuff because I'm I'm going over with a fine tooth comb. However, when I'm using AI, it cuts down on that time, and then I'm going to spend a lot of time just making sure. Speaker 3 01:02:08 It's captured the right information. It's captured my tone, and I will make changes to this. I also use a. Remember yesterday, I told you guys. Oh, sorry, was somebody going to ask a question? Speaker 6 01:02:22 Oh, Christi, I was going to say, is it keeping a storehouse of everything that you're doing so that it can kind of pick and choose from things you've done in the past? Speaker 3 01:02:30 Yes, I also have instructions for it. So. I'll talk to you guys about instructions in a moment, but yes, it does keep a storehouse. Now, if at any time in here that you look at something, you're like, "Wait, it makes too many changes," and I need to go back to a change, you can either do the undo button, or if I go in here to file and info, there's a version history here, and if you've saved the document, version history will be turned on. I haven't saved it. Speaker 3 01:03:06 So do make sure you save it in your OneDrive so that you have version history. Now I'm going to minimize this. I'm going to minimize this. We're going to go into Excel. We're going to talk about Excel. If you guys look down here, my Copilot button got hit. I'm gonna. I'm just going to hover over it, and it pulls it back out, and then I can click on it. I'm going in here. I have let's say an attendance document. Again, I made up dummy data, and then I have some information here. Now I can ask it to do some things. And again, with this, guys, remember your prompts might be a little different depending on the document. But you also sometimes will have a show more, show less down here. And in here, I want to choose analyze this workbook. Okay, this is my favorite thing to show you. I will tell it to analyze this workbook. Speaker 3 01:04:04 And I can add to my prompt because it's going to give me this prompt. And I I'm going to ask it. I might ask it a few additional information. Um. And I'm going to get sent. Guys, bear with me. The fire alarms are going off in my building. So while it's analyzing, let me go remind my daughters that this was intentional. I'm going to mute myself, but you guys can watch. Speaker 3 01:04:49 Okay, sorry. I'm closing my door. They're testing our fire alarms in the building today, so I just need to remind my kiddos that. All right. So, this sometimes does take a moment. I'll be. Okay, my apologies, guys. Um. The fire alarms are intentional today. They're testing the fire alarms in our building, so I just need to remind my daughter so they didn't have to rush out the door. All right. So in here, this does take take a moment, depending on how much data you have, depends on how long it can take. For very long documents, I've seen this take more than twenty minutes. Speaker 3 01:05:47 But it was a three-tab, hundreds of lines of data. So sometimes you may have to ask it to, to summarize it, and just know that you might have to go get coffee, or work on something else at the same time. Okay. Now in this case, we are going to move on to something else, and we're going to come back to this. But before I move on to something else, does anyone have any questions about Word or Excel? Speaker 1 01:06:23 Can you guys all hear me. Speaker 3 01:06:24 Okay, good. My, I, I came back and I made a statement, and I realized I was still muted earlier. So, just make sure. All right. So while it's analyzing, I'm going to talk about Copilot Chat. Now, in Copilot Chat, you've got a couple modes. And this is what Kashif had brought up earlier. Good eyes on that one. But work mode and web mode. Web mode. The work mode is when it's grounded in your data, so your Outlook, OneDrive, SharePoint, all of that data. So you can say summarize everything from the school district that came in this month, or find a schedule from last fall. Okay. Speaker 3 01:07:21 These are when I use work mode. Most of the time, I'm searching for something. I'm not going to show you guys how to do it, but I will tell it to find an email address or find the contact information of somebody. Especially if I can't find it and I don't have it saved in contacts. You can, if you know that you wrote a file in 2021, but you can't find it because it's been five years. It will find it for you. And it's really good at finding it for you, better than I am, faster than I am at finding something in pictures. With web mode, it's grounded in information that is public on the internet. Okay, but your protections are still on, so no data is being fed back. Only search items. So if you're searching for something like, I'm this one I put, what are the California standards for the teaching profession? It's good for research. I use it when I'm working on something for DCFS. Speaker 3 01:08:20 Most of you guys, all of you guys, know I'm a foster parent. A lot of times, I'm looking for AB12. What does AB12 say, and what are the minimum amount of credits my child needs to graduate? When I have a kid that comes in that doesn't have other credits, that's that's something often I use. That's related, relatable to you guys. So that's something where it's really good for research, but it's not going to pull anything up on your files. I use that when I'm double checking data that I. Speaker 3 01:08:52 So here's an example: the prep for principal check-in. That's an example of what you can use. Catch up after school visits. So when I was out for a couple weeks and I didn't have my phone or wasn't checking in, I used it to to catch up on items when I was out on PTO. Now to get to chat. There's a couple ways to do it. I showed you earlier how to get to it in Teams, but if you click on the Start button down on the bottom of your screen, and you type in Copilot, you might see two Copilots come up. What you're looking for is the one that says Microsoft 365 Copilot. The other one just says Copilot, but the Microsoft 365 Copilot is the one that you want to pull up. Speaker 3 01:09:51 And I'm I've got it pulled up, so I'm going to bring it over. This the chat window. Okay. Now, if you work in with if you've worked with other tools in the past, you're going to notice that they're very similar. Okay. This my Claude. It's very very similar. I it does have a sheet over here on the side. I just have it. So it's very similar to perplexity. It's very similar to Claude and just ChatGPT. You have a couple of options up here. I'm gonna go over these with you real quick. Right now it's set to Work IQ. I'm gonna turn off Work IQ and that gets me in web mode. Okay, I'm gonna turn it back on right now. And then I have models up here. I'm gonna go over models inside in a moment, but you can click on model, and you've got a couple of options: GPT, which is ChatGPT, and also Claude. Speaker 3 01:10:46 We've got a couple options under there. You have the shield up here. Remember, you can't turn off the shield, so just raise up. Then you also have incognito mode or temporary chat, and when you chat on this, it does not save that chat. Okay. I don't know of reasons you would use temporary chat, but I'm sure that there are some out there. And then you have the three dots here. And that gives you a few more additional information. I want to show you guys real quick chat settings. Okay, chat settings. You've got a couple of options in here. How many of you guys like using dark mode on your computer? Okay, I'm all a light mode. That means all my screens are white. But some people like to do dark mode where all their screens are dark. Speaker 3 01:11:46 So you can change that appearance here. In personalization, I am going to skip over some of these. In personalization, you have custom instructions. This is where you tell Copilot how to be like you, how to sound like you. If I, if you have a communication style that you that you prefer, you're going to put that in here. Now mine's very long. I'm going to add mine to chat. Okay. And because I have people who work with educators or and people who are educators in here, take a look at my last paragraph. Okay, that's where my last paragraph or my last two paragraphs use spaces. Use two spaces after every period. This is intentional and part of how I write. As I graduated in the nineties, my my first typing class was on a typewriter. Speaker 3 01:12:45 It was not on a computer. I always typed with two spaces. It's intentional for me. I have to tell AI that this my this who I am. Okay. This like if I stop typing with a double space after every period, people are gonna think something's wrong with me. Okay. It's it's a running joke at the office. Um, you can also tell it. You you also have choices down here that you can add to this. Speaker 3 01:13:12 And you can get very detailed in personalization. This how you train AI to sound like you. Doesn't fully sound like you, but this how you train. How you train. Now within chat, you also have an option for co work. Co work is not turned on for your organization. Everything that I do in co work is an extra cost. Organizing triage inbox was five dollars. Okay, so. Be aware of that. We do not have it turned on for your organization, but chat is definitely turned on, and we've got a couple of options in here. Also. Speaker 5 01:13:52 Christi, can I ask you a question, please? Yes, sir. Sorry about that. You know, in the top left - hand corner, where you see the Work IQ and Auto. Yes. Earlier, when you clicked on Auto, it showed. GPT and Claude. Yes, sir. Now, since we don't have GPT or Claude, what what do those options mean, and do we should we not explore them, Speaker 3 01:14:22 Or? So you should explore them, and I'm actually going to get to that in second on defining which one to use. Speaker 5 01:14:30 Okay, but so they have the same level of security as the Copilot, or what? Yes, sir. I see. So I see, but so but are they not different. Speaker 3 01:14:47 They're different. I'm gonna go over models in a moment, Speaker 1 01:14:52 Sure. Okay. Speaker 3 01:14:53 And I'll teach you guys how to choose which one to use. Okay. Um, and just a heads up for you. Uh, these are the models that Copilot is built on. So you get free, well, not free, but you get access to. ChatGPT and Claude within Copilot automatically, but I'm gonna go over that in a moment. And very good question. Over here on the side, you do have options. One of them is your chats, and this is a history of all your chats. You also have some agents, and I'm gonna not gonna go over agents today. However, I will send you guys out information on agents only because we've got 14 minutes. Speaker 3 01:15:38 In this meeting, I can go over if you guys are interested in me going longer, and I can show you agents if you have time. But I, I'm not going to go over them right now. Okay. In addition to this, you can also hit the forward slash to pull up information, so documents and things you want it to reference, people, files, and meetings, emails, chats, a bunch of things in here that you can choose from. Now, going into models. All right, Copilot allows you to choose which AI model that will answer you. Some people prefer Claude, some people prefer ChatGPT, but when they're in Copilot, the same protections apply. Okay, your data rules exist. Copilot still runs those models within your tenant, your Microsoft. Speaker 3 01:16:38 It will still respect your permission, and it still does not train your content. Okay. Now I have the picker enabled because some people prefer Claude, some people prefer GPT. It is a part of how Copilot works. For auto, auto is the default for everybody, and Copilot's going to pick which model works for your question. Okay. So I I never turn off auto unless I specifically want a model to answer for me. But that's more advanced. As you as you work, you might choose something different. I tell people just leave it on auto unless you have a reason not to. But I am going to go over Claude and GPT and why each one is different. Claude is really good for drafting and rewriting. Okay, but. Speaker 3 01:17:31 Both sonnet and opus, and sonnet and opus are types of models within the cloud ecosystem. That is just how hard it works. It's the best way to explain it. Okay, I use opus when it's more complex. I use it for board narratives. When I'm writing board reports, I am using opus. GPT or Chat GPT, it's pretty versatile. Okay. It's strongest for your research and things that you need citations and structured documents. Now, the thing to note about models, Copilot's going to choose either Claude or GPT based on what you ask it to do. But if I choose, I want Claude to do my research. That's where where I will manually choose it. And if you guys have time, try it out. Ask it a question. Speaker 3 01:18:29 And have it search it using Claude, and then go back and have it search, ask it the same question using GPT, and see what the different answers are that you get. Okay, does that help explain models for you guys? And by the way, you will get a copy of this presentation so you can refer back to it. Okay, Alicia, give me a thumbs up. So that that makes me feel better. All right, Copilot for the work you actually do. Okay. Um. These are different options that I've given you guys on prompts. So you can use it to catch up. You can use it to draft. You can use it to prepare for a check in. You can clean up notes with it. I I track action items after training. Speaker 3 01:19:29 I'll find files that I know exist. I do that one all the time. Now, these are different comps that you can utilize. You can utilize it in chat. You can utilize it in the applications that you have. But I want to go back to Excel real quick because I'm I'm done with this slide. Any questions about things that you can have Copilot do before I go back to Excel? Speaker 3 01:20:01 All right. Um, so I'm gonna go back to Excel. And oh, no, one second. Uh, it looked like it interrupted. Um, normally what it will do, and I do apologize, normally doesn't do this. Um, so it might have been a glitch on my side, but it will usually put the entire analyst analyst down here. In a separate tab. So I'm going to ask it again to do it, and hopefully it'll go through and do it this time. This is the first time I've ever had to do that, so we're going to ask it, and we'll come back to that. I do apologize for it. All right, where are the lines inside co-pays? We'll be very clear on this. Interpreted protections mean that it's safe to put in. However, it doesn't change what's safe to send out. Okay, I and I'll. Speaker 3 01:20:59 Tell you a story from pre-AFM days. I was looking for a job. This was in 2008. So I was sending out my resume to hundreds of people. It was when there was a lot of companies doing layoffs. It was I think I think I sent out over a hundred resumes, and there was three jobs I accidentally attached the wrong resume to. In fact, the resume was so wrong. It was actually my grandmother's banana bread recipe that somehow got copied into my document. I don't know how, but I I was making different resumes for different types of jobs that I was looking at, and I accidentally copied and pasted my grandmother's banana pudding recipe. Um, and I sent it out to three different companies. I was responsible for what went out, and that's the same thing as AI. Speaker 3 01:21:58 You're gonna be, you're gonna have AI. You gotta double check with AI, because I will tell you early in AI, and early copilot, there were things that it was getting wrong more frequently than it does now. And you're gonna be just as responsible as I was for what goes out when I sent out the banana pudding recipe. So, what's good and what what you can trust to search for without having to double check? Well, we too still need double check, but not as strange. It is work inside Copilot. When you're working, you're asking questions and you're asking it to summarize things, draft things for you. That's all fine and good in Copilot. But where you need to use your judgment, okay, that's that middle section is yellow. That stuff still needs your judgments. Are you going to put that into Copilot? Speaker 3 01:22:55 Are you going to send that information? Okay. So student work, mentor observation notes, personnel and HR information, anything that policy calls sensitive. Make sure if you if you don't know, ask. Never in any circumstances do you want to put into Copilot passwords, credentials, recovery codes, banking details. Okay, your personal Microsoft. Accounts. Don't don't use your personal accounts. Sending a copilot summary to someone who can't see the source. That's that's actually a pretty good one. Often you might send a copilot summary to someone, and they can't see where where that summary came from. Always double check. Right. Now I'm going to also talk about the five prompting principles. Speaker 3 01:23:54 I gave you four yesterday. I split out some of it. I made it just based on some of the things that you guys were talking about yesterday. So I made it five. But I want you guys to remember these principles. Be specific with what you're going to do, with what you say. Write a two-paragraph thank you to a fellow who opened our classroom for a mentor observation. Okay. Be specific. Name the audience. It's a really good one. Okay. Speaker 3 01:24:25 I often will say for board members who are non-technical, because all of my stuff is technical, and sometimes I get too technical in my responses. Okay. I also give it. I will tell either bullet points or prose. If I'm doing bullet points, I'll tell it how, what kind of format it needs in those bullet points, because sometimes they'll give a paragraph for a bullet point. I just need a sentence. Make sure you iterate. This is where you come back and you argue with it. You can tell it. Make it a little bit more formal. Make it a little bit more conversational. Conversational. I'll tell it. Hey, make sure that you're not talking at people. I want you to talk to them. Okay. And number five, if there is a source, point it to the source. So real quickly on that. Um. Speaker 3 01:25:23 One thing I I just realized I skipped over within chat is when Steve gave me some files, and this is based off of what I said yesterday. When you're pointing at sources, you pull it up, finds me me information on. Or actually, let me do it this way. Summarize, and I'll say in here. I'll put in here a document that I have. So this is something Steve sent me. Travel policy. It will read PDFs, and that is a source. So here's the key points to the travel policy, and that's your travel policy, not mine. Speaker 3 01:26:21 So be aware of that. Make sure you're citing the sources when you do that, and then when you send it, if you're sending it out to somebody, add the policy to it. That's that's number five on the prompting principles. Okay. All right. Any questions of what I showed you so far? Speaker 3 01:26:51 All right, let's go back to this real quickly in Excel. I it it did it, so I told it to analyze this workbook to uncover meaningful and interesting data insights. Now I took copilot, but I can edit that if I need to. I do have a done button down here, so if I want to accept all of what it did, I can click done, and you can see it looks a little cool. But once I click done, it's actually going to. Speaker 3 01:27:21 It has a a rainbow style effect around each cell. So once I click done, it goes away. But here's my attendance insights based on this table. So here's what he wrote. Here is the not me to do that. Here is the graph that it made. I'm going to pull this off to the side, and you can see the attendance trend, and then you can. It even gave you questions about about some things that you could ask for deeper analysis. And this is something that Copilot did within this Excel file. And you can actually argue with it. You can discuss with it additional points that you want to see. There's a lot you can do within Excel. Speaker 3 01:28:16 And I do apologize for having to go back to Excel. It does take a while for Copilot to respond, and I did not want to leave you guys hanging on that. Um, all right. So I'm going to send out to Kashif recordings of both days and the summarization. So you guys, he will pass that along to you guys. I have been watching the meeting chat to see if there's any questions and answers. I did not see anything in there, but I will take questions in a moment. I want you guys to read the AI acceptable use policy if you have not already, because we've touched on it. And if you just glanced through it, go back and reread that. Okay. All staff has been assigned Copilot licenses. I I left that bullet in there. This I copied and pasted this from my own work. So model picker picker has been enabled. Used to I would. Speaker 3 01:29:14 Leave that off, but I did put that on for you guys. If you guys have questions later, please email me. My email is right there. If you can't remember how to spell Christi, just spell out Chris at crimsonit dot com. It will still get to me. And then do me a favor: try one Copilot task this week and have it work through that. Okay. Any questions about things I discussed? And I can go long, so I know that it's ten twenty eight right now. I can't stay around my my ten thirty meeting got canceled. So any questions that you guys have, please ask them right now. I don't mind staying and answering questions. Call me up. Speaker 5 01:29:59 Yeah, Christi. Sorry. On the next steps, you mentioned the model picker and copilot chat. What is it that I need to approve? I you don't. Oh, Speaker 3 01:30:08 Okay. I I needed to edit that. I okay. I made that. I made the slide. Last week, Speaker 5 01:30:13 All right, but yeah, I've already done that one. All right, well, personally, I want to thank you, Christi, very much, and I was wondering when can we expect a sample of your grandmother's banana bread pudding. Speaker 3 01:30:24 I will send that recipe over. Speaker 5 01:30:27 It's not a secret anymore. Well, okay, all right. Well, in addition to the recipe, if you make it, share it with us as well. Speaker 3 01:30:35 I will be more than glad to. I did say banana bread the first time, but it was banana pudding that. Speaker 5 01:30:42 Oh, Banana pudding. Okay, very good. Oh, thank you very much, Speaker 3 01:30:45 Christi. You're welcome. Thank you, guys. You have been amazing. Speaker 2 01:30:50 Thank you, Christi. Speaker 6 01:30:51 One more question. Oh, go go, Beth. Speaker 2 01:30:53 You go go. No, no, I just said thank you. Speaker 3 01:30:56 Sorry. Of course. Real quickly, before I answer Lisa's question, I am going to have some additional training classes. They're going to be later in the month of October and November. So. I will be sending those to Kashif, and this is where I have multiple clients come in. Kashif has joined a few of them, but if you, when I get ready to do more of those trainings, which again it'll be later in October or November, he he will get a copy of those that schedule and he will pass that along to you guys, and you guys are welcome to sign up for any of them. I will go more in depth on a few things that are. Speaker 3 01:31:38 Things that are more higher end or more advanced, and additionally, we do have some videos that are coming out for a lot of this. So you guys can rewatch, or you guys can watch some of those videos that are coming out. The marketing team is working on my videos now. Alicia, Speaker 6 01:31:56 What was your question? So first, thank you. This was really good and very helpful today. I wanted to say that on my computer for my for my, My Teams, it says I'll need to restart Teams for M365 Copilot license and features to take effect. Is that for? Do I need to make sure that is what I I see in Outlook as well? Um, 365 Copilot. Okay. Speaker 3 01:32:24 Yeah, it might be that your laptop hasn't or your computer hasn't been restarted in a while, and so it didn't install it. So instead of just restarting Teams, restart the entire computer. Speaker 6 01:32:34 Okay, perfect. Thank you. Speaker 3 01:32:36 You're welcome. And you were one of the people that I looked and I was like, wait, Copilot, and I added you this morning. Speaker 6 01:32:42 Oh, thank you so much. Speaker 4 01:32:44 You're welcome. Hey, Christi. So, same question as yesterday, and I guess I must have been one of those people that got left off Copilot because I'm noticing it today, and it's really distracting when I'm just trying to like write emails and stuff. So. Is there an overall general setting that I can toggle on and off? Is it by app, or how does it work if I want to turn off the integration and just focus on the applications? Speaker 3 01:33:10 So if you, the only way we can do that is just turn off the license. Speaker 4 01:33:14 Okay, then I might. Speaker 7 01:33:19 Sorry, hey, it's Holly. Just it's Holly just jumping in because I turned off the function from my email. Because of that same reason, I didn't. It was very distracting, so I don't actually remember at all how I did it, unfortunately. But I think somewhere in maybe the settings at the top, there was the the ability to do that. Got and I knew then. I and I do apologize. I did not know. Speaker 4 01:33:45 Awesome, thank you, Holly. Speaker 7 01:33:46 Yeah, Dylan. If you want to speak afterwards, I because I turned it off, I don't have the ability to even see how. Speaker 4 01:33:56 Like It's not popping up on mine, so I can't do that. But but for sure I did, so I know that there is some way of doing that. I'll try it on my own at some point today. But if I can't figure it out, I'll definitely reach out to you. But I'm glad to know that the option exists. Speaker 7 01:34:09 It does, and and it worked. Yep. Ah, there we go. Yeah. That is Copilot on and off, Speaker 3 01:34:16 Easy. Yes. Thank you. I did not know that that existed. Thank you guys for pointing that out because. They are making changes for a long time. You could turn off. So I don't Google anymore because I have AI. So I ask Copilot. Any questions you guys have, and I don't know, I just ask. So it will give you the instructions, Dylan. And thank you guys for pointing that out. I had no clue you could turn off. Thank you. You're welcome. Um, anyone else? Speaker 3 01:34:50 You guys have you guys are one of my favorites because you guys have asked some really good questions this last two days, Speaker 5 01:34:57 And thank you for that. Christi, as you mentioned, you know we welcome any training, any videos, anything that you can send our way, and I'll make sure to distribute it for amongst everyone. So it's a it's a big learning project and. There's a lot to learn, so anything that you can send our way, Speaker 3 01:35:24 We'll appreciate it. Not a problem. I will be more than glad to look for this information coming up to be sent to you guys later this afternoon because my 10: 30 meeting got canceled. But I am in back to back from 11 o'clock to to about 4 or 5 p. m. today. So after that, I will. I have to wait for Copilot to finish analyzing this meeting to send me the recap. And then I'll get everything over to you. Speaker 5 01:35:50 Guys. Yeah, no rush at all. I mean, with the three day weekend coming up, I'm sure we can all start on this project next week. But from my point, I just want to wish you and wish everybody on the call a wonderful holiday weekend. Speaker 6 01:36:10 Thank you. Same to you and everyone. Speaker 3 01:36:17 Thank you guys. Have a great weekend.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=9cf0cb8a-8daa-407f-96e2-4167e20cd2d6&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODU0ODg4MCJ9.CgoKBHNuaWQSAjY0EgsI2NHJ1a-uxT8QBRoMMTMuMjE4LjYzLjExKix5d1A0OW5zR1RDQVB3YldNNFhIQ1JuMzhhcll3UkEwQmFwekl0TjhQM2dZPTCaATgBQhCiN_yAFyAAACAFrSmuOu-nShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.pY_nr6ThZFV5uuF6ypQC5lZBylIBbkxVH64oBu2F5yU&ApiVersion=2.0	Processed▾	Julia to assist CoStar Foundation participants with new Outlook configuration questionsSchedule and deliver additional Copilot trainings for CoStar Foundation in October and NovemberSend recordings, notes, and recaps to CoStar Foundation participants via Kashif+1	✓	Client Work▾	Cotsen Foundation	covered by 906900 - verified 2026-09-09 EOD transcript sweep	Cotsen M365 Copilot Walkthrough Day 2, 9/4 08:46-10:36 (entry 906900).	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\3 - Clients and Projects\Cotsen Foundation\Meeting Transcripts\Meeting Transcript - 09-04 Training Microsoft 365 Copilot Walkthrough.txt	—	✓
09-07 Lecture: Prenatal Substance Exposure Risks	> Date Time: 2026-09-07 07:05:48 > Location: [Insert Location] > Instructor: [Insert Name] ## Summary This lecture provides a comprehensive, evidence-based overview of how prenatal exposure to drugs, alcohol, and tobacco harms unborn babies and affects families and society. It explains biological mechanisms (placental transfer, fetal metabolism), developmental timing (trimesters), and specific outcomes ranging from organ malformations, growth restriction, premature birth, and withdrawal syndromes to long-term neurobehavioral and learning problems. It highlights particular risks of substances including cocaine, crack, heroin, nicotine, marijuana, and especially alcohol, detailing fetal alcohol syndrome (FAS) as the leading preventable cause of intellectual disability. The lecture also addresses associated risks like AIDS transmission and sudden infant death syndrome (SIDS), shares lived experiences from affected parents, underscores the emotional and societal costs, and emphasizes shared parental responsibility—before and during pregnancy—to avoid substance use and support healthy fetal development. As of 2026-09-07, the core message is that there is no safe amount of alcohol, drugs, or tobacco during pregnancy. ## Knowledge Points ### 1. Scope and Prevalence of Prenatal Drug Exposure - Evidence of widespread exposure - The lecture opens noting that more than 375,000 babies were born exposed to drugs in the prior year, indicating a large-scale public health problem. - Exposure spans all ethnic and economic backgrounds, emphasizing that risk is not confined to any single demographic. - Range of substances involved - Substances include cocaine, crack, heroin, alcohol, marijuana, nicotine (cigarettes), inhalants (e.g., spray paint), and even over-the-counter medicines such as cold remedies, cough syrup, and aspirin. - Some parents are regular users; others are “weekend partiers,” underscoring that even intermittent use can be harmful. ### 2. Biological Mechanisms of Fetal Exposure and Vulnerability - Placental transfer and fetal metabolism - The placenta transfers nourishment—and also drugs and alcohol—from mother to baby. These substances easily cross the placenta. - Fetal organs are immature and cannot metabolize drugs as rapidly as adult organs, prolonging fetal exposure even after maternal effects subside. - Certain drug metabolites can be more toxic in fetuses; for example, cocaine breakdown products act as potent neurotoxins to the developing brain compared to adults. - Vasoconstriction effects (cocaine) - Cocaine is a vasoconstrictor, causing blood vessels to clamp down, reducing blood supply to fetal organs. - Consequences include ischemic injury such as parts of bowel dying (leading to bowel obstruction requiring surgery) and loss of digits (fingers or toes) due to cut-off blood supply. ### 3. Critical Periods in Fetal Development and Drug Impact - Trimester-specific development - Pregnancy is divided into trimesters; each is crucial and susceptible to drug effects. - First trimester: Rapid development of vital organs (heart, lungs, liver, kidneys) and central nervous system (brain and spinal cord). Drugs (alcohol, cocaine, crack, heroin) can interfere, causing brain damage (affecting thinking), spinal cord damage (affecting walking), and malformations (e.g., kidneys, limbs). - Third week: Suspected period when alcohol can cause maximal damage. - From eighth week to birth: Greatest weight gain; drug exposure can slow growth, lead to mental and behavioral problems, and cause premature birth, low birth weight, and small head size, which can impact intelligence. ### 4. Neonatal Withdrawal and Early-Life Complications - Addiction and withdrawal syndromes - Babies exposed to cocaine, crack, or heroin can be born addicted. - Heroin-exposed newborns may experience withdrawal: shaking, vomiting, seizures, and even death. Newborns show severe jitteriness, incessant movement that can abrade skin (chin, knees, elbows), and terrifying syndromes. - Early functional challenges - Difficulties with eating, sleeping, forming attachment to mothers; high-pitched, hard-to-console crying suggesting pain. - Premature and underweight babies with smaller-than-normal head sizes face increased risk of developmental and intellectual issues. ### 5. Long-Term Developmental and Behavioral Outcomes - Learning and behavioral issues - Later in childhood, exposed children can have learning disabilities and pronounced behavioral problems, including violent tempers and attitude challenges, as described by caregivers. - Some children are born with specific disabilities (e.g., a case of a child born deaf, and a child described as a “stress baby” with severe withdrawals and swallowing difficulties). ### 6. Substance-Specific Risks and Outcomes - Nicotine (cigarettes) - Crosses the placenta, reducing blood, nutrients, and oxygen to the fetus; increases risk of respiratory problems later (bronchitis, asthma). - Associated with premature birth and miscarriage; low-birth-weight babies have more complications and possible developmental problems. - Recommendation: Stop smoking altogether during pregnancy or reduce as much as possible to lower risk. - Marijuana - Can cause tremors in newborns; babies may be unresponsive to surroundings; later learning disabilities are reported. - Alcohol - Widely available and socially promoted but highly harmful to fetuses. - Causes fetal alcohol syndrome (FAS), the number one preventable cause of intellectual disability. - FAS features: abnormally small head, underdeveloped brain, facial anomalies (small eyes with drooping lids, thin upper lip, short upturned nose), possible heart and lung problems; as children age, behavioral and social difficulties may worsen. - Neuropathology: Fetal alcohol-exposed brains are smaller and smoother with fewer gyri and sulci, reflecting alcohol-induced neuronal cell death. - Equivalence of drinks: A 12 oz beer, a glass of wine, and a wine cooler each contain the same amount of alcohol as a mixed drink; alcohol is alcohol—no safe amount during pregnancy. - Even small amounts (e.g., one drink per day) have been associated with neurological and learning risks; recommendation is zero alcohol during pregnancy. - Cocaine and crack - Neurotoxic metabolites in fetuses; vasoconstrictive effects cause organ ischemia and malformations. - Associated with premature birth, growth restriction, limb/digit loss, bowel ischemia, and severe neonatal withdrawal/jitteriness. - Heroin and other opioids - Leads to neonatal abstinence syndrome with severe withdrawal symptoms (shaking, vomiting, seizures, potential death). - Inhalants and over-the-counter medications - Inhalants like spray paint and certain OTC drugs (cold remedies, cough syrup, aspirin) can pose risks; experts believe even small amounts can endanger fetal health. ### 7. Associated Risks: AIDS and SIDS - AIDS transmission - Injecting drugs with contaminated needles can transmit HIV/AIDS; infected pregnant women can pass the disease to their unborn babies. - SIDS (sudden infant death syndrome) - Occurs between 1 week and 1 year; unexplained death during sleep. - More frequent in babies exposed to certain drugs before birth, though exact cause is unknown. ### 8. Emotional, Familial, and Societal Impacts - Parental guilt and family strain - Parents report profound guilt, anger, fear, and grief, including loss of children and ongoing anxiety about a child’s health and development. - Family dynamics can be strained; relatives may struggle to cope with children’s behavioral challenges, leading to lack of acknowledgment or support. - Societal costs - Medical, educational, and social care for exposed babies cost society billions annually, underscoring the broader economic burden. ### 9. Responsibility and Prevention: Roles of Mothers and Fathers - Parenting responsibilities before birth - Parenting is framed as responsibility, not just affection—providing essentials, modeling good behavior, and being present even when difficult. - Responsibility begins pre-birth: avoid exposing the fetus to alcohol, drugs, or tobacco. - Male partner’s role - Men should support and encourage pregnant partners to avoid harmful behaviors and should avoid their own drug use (e.g., cocaine potentially affecting sperm) and smoking (to prevent secondhand smoke harm to mother and baby). - Knowledge gaps and ongoing learning - Acknowledgment that more needs to be learned about prenatal exposure effects, but current evidence strongly supports abstaining from alcohol, drugs, and tobacco during pregnancy. - Core preventive message - Each instance of maternal drinking, drug use, or smoking reduces the baby’s chance at a healthy start and productive life; fetuses have no agency to mitigate these risks. ## Questions - [Insert Question/Confusion] ## Assignments - [ ] 1. Develop a prenatal education session outline that communicates no-safe-level guidance for alcohol, drugs, and tobacco, including equivalence of alcoholic drinks and risks of OTC medications. - [ ] 2. Create a trimester-specific risk chart summarizing organ development milestones and associated substance-related risks to use in counseling. - [ ] 3. Draft a patient handout detailing immediate and long-term effects of nicotine, marijuana, cocaine/crack, heroin, and alcohol on fetuses and newborns, with clear cessation resources. - [ ] 4. Propose a partner engagement plan outlining supportive behaviors for male partners, including avoidance of personal substance use and minimizing secondhand smoke exposure. - [ ] 5. Compile a resource list for pregnant individuals covering smoking cessation, substance use treatment, and prenatal care services, emphasizing confidentiality and accessibility. - [ ] 6. Design a brief screening protocol for prenatal clinics to identify OTC and inhalant use, and integrate counseling prompts for harm reduction and cessation. - [ ] 7. Outline a community awareness campaign highlighting the societal costs and preventability of FAS and drug-related neonatal complications.	Sep 7, 2026	Speaker 1 00:00:44 Last year, more than 375, 000 babies were born exposed to drugs. 375, Speaker 2 00:00:50 000 babies, Some of these babies were actually born addicted. Speaker 3 00:00:56 Some premature, and some with organ, limb, and facial deformities. Speaker 4 00:01:01 And some with brain damage. Speaker 1 00:01:03 It's truly heartbreaking, especially when you look around and see how joyful childhood can be. And the parents of these babies. Well, the fact is, they come from all ethnic and economic backgrounds. Some are addicted to drugs like cocaine, crack, heroin, or alcohol, and some are weekend partiers. They drink beer, smoke pot, cigarettes, or use inhalants like spray paint. What's so frightening is that experts now believe even small amounts of alcohol and drugs can put a baby's health at risk, including a lot of over-the-counter medicines like cold remedies, cough syrup, and aspirin. Speaker 1 00:01:40 Considering how tiny and vulnerable an unborn baby's body is, is no wonder there's no such thing as a safe amount. Speaker 5 00:01:49 Surrounding the baby inside the mother's womb is the placenta, the organ that transfers nourishment from the mother to the baby. Not only does the baby receive nutrients that are good for the baby, but the baby can also receive. Drugs and alcohol, which easily cross the placenta, because the baby is very immature. All of its organs are just forming, and consequently, the baby is unable to break down these drugs as quickly as your adult body can break them down. So the baby will be affected by these drugs long after you have no effects. And in fact, some of the breakdown products. Speaker 5 00:02:34 For example, of cocaine, are even more powerful in terms of their impact on the baby because it's actually broken down differently inside the baby than in adult, and it's more of a neurotoxin, more of a toxin to your to the baby's developing brain, than is cocaine in adult. The bottom line is, it's not just the pregnant woman who takes the drink or uses the drug. Her baby does too. Speaker 6 00:03:04 Another very important factor in the way drugs affect unborn babies is how far along they are in their development. You see, there are various stages in the growth of an unborn baby, and each stage can be affected in different ways. Speaker 2 00:03:27 Pregnancy is broken down into three three - month periods called trimesters. Each of these trimesters is different, yet equally important in terms of the growth and development taking place in the baby. All drugs can change, or even stop this development. For example, in the first trimester, there's rapid growth and development of the baby's vital organs, like the heart, lungs, liver, and kidneys, as well as the brain and spinal cord. As a matter of fact, Speaker 2 00:04:00 The brain and spinal cord are the first systems that begin to develop, even before the heart. Exposure to drugs like alcohol, cocaine, crack, and heroin can interfere with this development. Brain damage caused by drugs can affect the child's capacity to think, while spinal cord damage can affect the ability to walk. Malformations can also occur in vital organs, such as the kidneys. And with developing arms and legs, for example, Speaker 5 00:04:43 Sometimes various organs lose their blood supply because the cocaine is what we call a vasoconstrictor. It causes the blood vessels to clamp down, so the baby can, in fact. Kill a part of its bowel, and so the baby, when it's born, will have what's called a bowel obstruction, and will need to have surgery, so that it'll be able to eat. Other times, we see that the baby might actually lose some of its fingers or toes, because again, the blood supply to those organs was cut off as a result of being exposed to cocaine. Speaker 2 00:05:30 It's Suspected that the third week of pregnancy is when alcohol, in particular, can do most of its damage. From the eighth week right up to birth, the baby undergoes its greatest weight gain. Exposure to drugs during these crucial weeks and months can slow down the baby's overall growth and cause mental and behavioral problems. Drugs can also cause the baby to be born prematurely. In other words. Before the full nine months are up, these babies are underweight and can have a smaller than normal head. As you can imagine, this could have a serious effect on intelligence. But the problems don't stop here. Speaker 4 00:06:29 Babies Exposed to drugs like cocaine, crack, or heroin can actually be born addicted to them. With heroin, they experience withdrawal symptoms: shaking, vomiting, seizures, even death. Just like an adult would. The only difference, of course, is these are just tiny little newborn. Speaker 5 00:06:45 Babies. The baby is usually very, very jittery, and will move incessantly in its crib. Sometimes it moves so much that it'll actually rub off the skin from its chin. Knees, elbows. So, the syndromes can be quite terrifying. In fact, to watch, Speaker 4 00:07:06 They can have problems eating, sleeping, and forming attachment to their mothers. They cry a lot at a high pitch, as if in pain, and it's very hard to comfort them. Later in childhood, these kids can have problems in school, Speaker 7 00:07:18 Including learning disabilities. The most apparent thing that you can see is wrong with your child is is the behavior and their attitude. They have like. They have these violent tempers. Yeah. You know they. I don't know if it's from cocaine, alcohol, marijuana pills, whatever we used went into their bodies. You know, when when my child was born, they told me that he was heroin addicted, and I couldn't understand that because I never used heroin to my knowledge. But what they're putting in drugs today, you don't know what you're smoking. You don't know what you're taking. You know, you probably don't know what you're drinking. Speaker 8 00:07:51 I have a seven - year - old. Her name is Kenya, and Kenya is deaf. Kenya was born a pound and thirteen ounces. You don't have to have a child born to have any problems using cocaine. You can use alcohol and marijuana, and you tell yourself that's okay, Speaker 9 00:08:13 But it's not okay. I drank a lot. I used a lot of heroin. I used a lot of cocaine, a lot of black beauty. I mean, I just used everything. I wasn't aware that I was even pregnant with her until I was seven months pregnant. I never felt her move. Tiffany was born what they call a stress baby. She didn't know how to swallow. She was having severe withdrawals. I never got to see my baby. They took her from me, and I found her strapped to a metal table. They were had tubes all in her and down her throat, and they wouldn't tell me anything. But I knew in my heart what it was from. Speaker 9 00:08:60 Amazingly, though, Speaker 4 00:09:01 Studies show there is hope for these children. Hope that with a lot of love and care, they can overcome some of their problems. The cocaine, crack, and heroin aren't the only drugs that can cause serious problems for an unborn child. Nicotine, the drug found in cigarettes, for example, can cross the placenta and cut down on the flow of blood, nutrients, and oxygen the baby needs. This puts the child at risk for breathing problems such as bronchitis and asthma later in life. It can also cause premature births, or worse. The pregnancy could end in a miscarriage, meaning the baby dies before it's even born. If you're pregnant, Speaker 5 00:09:36 It's definitely important for you to stop smoking, altogether or at least cut down as much as you possibly can. The reason is that smoking during pregnancy is associated with an increased chance of miscarriage, and of having a low birth weight baby. Now you might say. What's the problem of having a little baby? It's just a miniature baby, but those babies have many more complications in the nursery, and they're more likely to have potentially some developmental problems later. Speaker 4 00:10:15 Smoking marijuana can cause some of the same problems and more. Sometimes babies exposed to marijuana are born with tremors. They can be unresponsive to things that go on around them, and later on, they may have learning disabilities. But there's one drug that's been proven to actually cause mental retardation and abnormalities of the face and body. One drug whose effects can be irreversible. This drug is legal. It's easy to get, and it's even advertised. Speaker 3 00:10:40 Alcohol. It's all around you, on TV, in the movies, wherever you look. But it can be one of the most harmful substances to an unborn baby. Exposing a baby to alcohol before birth can cause a condition known as fetal alcohol syndrome, or FAS. Believe it or not, FAS is the number one preventable cause of mental retardation. A baby suffering from FAS can have an abnormally small head, and as you can see here, an underdeveloped brain. Speaker 10 00:11:11 The brain of the child exposed to alcohol is much smaller than the brain of the child who has not been exposed to alcohol. In addition, it's smoother. The normal brain has lots of little curves and grooves and and holes and bumps in it. All of those represent brain cells. In the brain of a fetal alcohol syndrome child, what you see is a brain that is much smoother with fewer of those bumps and fewer of those grooves, which which is a reflection of the fact that alcohol actually kills cells. Speaker 3 00:11:46 They can also have facial abnormalities like small eyes with drooping lids. A thin upper lip and a short, upturned nose. Sometimes these babies are born with heart and lung problems too, and as they grow older, the problems can get worse, and may include behavioral and social difficulties. You know, you still might hear people say that drinking a little beer or wine while you're pregnant is okay, that it relaxes you, that it's only hard liquor you have to stay away from. But the truth is, a 12 ounce can of beer. Speaker 3 00:12:19 A glass of wine, or a wine cooler, all contain the same amount of alcohol as a mixed drink. Alcohol is alcohol, and when you're pregnant, there is no safe amount. Speaker 10 00:12:31 Even infants are, are in this case fetuses and subsequent newborns who were exposed to only very very small amounts of alcohol, maybe only one drink per day, have been shown to have some risk. For having some neurologic and learning problems later on, so the recommendation at this point is that there's no safe level of alcohol usage during pregnancy. Speaker 3 00:12:55 The problems we've been describing are just a few of the devastating ways drugs, alcohol, and tobacco can affect an unborn baby. But there are two ways we haven't discussed yet, and they're the most terrible of all. The first one is AIDS. Which you probably know can be transmitted by injecting drugs using a needle contaminated with the virus. If a pregnant woman contracts AIDS in this way, or in any other way for that matter, her unborn baby can also get the disease. Just as tragic is something called sudden infant death syndrome, or SIDS. It happens between the ages of one week and one year. Everything seems to be okay with the baby, and then one night it dies in its sleep. Speaker 3 00:13:42 Nobody knows exactly why it happens, but they do know that it happens more often to babies who are exposed to certain drugs before birth. We've seen how drugs can affect an unborn baby and a growing child, and while this is undoubtedly the most awful consequence of using drugs during pregnancy, it's not the only one. Parents and relatives of these children pay a heavy emotional price. Speaker 11 00:14:03 One of my sons died. I have a daughter and a son of one drug, I suppose, and to to write today. They said it wasn't because of the drug, but but some still deep down inside said, if I hadn't been using, maybe might have had a chance, you know. And it's still a lot of guilt I'm feeling right today behind it. Every year when his birthday comes up, I feel a lot of guilt, Speaker 8 00:14:26 A lot of anger. I smoked cocaine for eight of those months. I was pregnant with those twins. Didn't know that I was having twins; just thought I was having one. I lost one of my children. Speaker 8 00:14:40 I live with a guilt every day. That's the that's the saddest part is this guilt that you feel because I've done this to these children. Speaker 9 00:14:48 My family still to this day has a hard time with Tiffany. They didn't know how to deal with her. She she was too wild for them, and they never to this day. My father still really doesn't acknowledge her, and it hurts her a lot. You know. Speaker 7 00:15:07 And the guilt of watching this child and hoping that this child is still breathing and that it's going to move and that it's going to react normally and that it's not going to be handicapped. You know, it's it's a it's an overwhelming fear. Speaker 3 00:15:21 There's also the medical, educational, and social costs involved in caring for babies exposed to drugs, alcohol, and tobacco. That's a cost we all bear, and it runs into the billions every year. Speaker 1 00:15:33 You know, sometimes when people think about what it would be like to be a parent. They focus on how great it would be to have someone to love, and love you back. Speaker 2 00:15:41 To take them to the park or the movies, play ball, stuff like that. But that's only a small part of what parenting is really all about. Parenting is more about responsibility. Speaker 4 00:15:51 You know, providing food and a home, clothes and an education. Speaker 3 00:15:55 Yeah, it's about setting a good example and taking the time, even when you're tired or sick, to be there for the child. Speaker 1 00:16:02 And as we've seen, a big part of that responsibility begins. Even before the child is born, making sure they get the best possible start on life by not exposing them to alcohol, drugs, Speaker 2 00:16:13 Or tobacco. That probably seems like mostly the woman's responsibility, and that is true. It is, but males have an important role too. Speaker 3 00:16:29 By supporting and encouraging the woman to take care of herself and to avoid doing anything. It could jeopardize the baby's health, Speaker 1 00:16:36 And it's important for the male to avoid using drugs himself, like cocaine, which is now believed to affect a man's sperm, and cigarettes, which create secondhand smoke that can harm the mother and her baby. But there is still a lot more that we need. Speaker 4 00:16:55 To learn about what happens when babies are exposed to drugs, alcohol, and tobacco. Speaker 3 00:17:00 But one thing is for sure. Every time a pregnant woman takes a drink, uses drugs, or smokes, her baby's chances for a healthy start and a productive life are reduced, and there's nothing that little baby can do about it.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c2cfbbbf-74a6-4970-aa79-bdeeba0bfb49&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODc5NDcyOSJ9.CgoKBHNuaWQSAjY0EgsIxt-I6by9xj8QBRoNNDQuMjAwLjQ5LjEwNyosUkNRUmlCTE92VFZ3ODdHdEFyOXhWelZoSEE4RnZhMU56dHhVbmwxVWg3dz0wmgE4AUIQojjm9cJwAAAgBanXkXXk9EoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.gBYTUgqoWzCZYSeLKu1Mlvc4qt3VUQTNsnjwz3EmRSE&ApiVersion=2.0	Processed▾	—	✓	Foster Care / Kids▾	—	n/a - non-CW type	—	—	—	✓
08-31 Planning Ladonia's Educational and Career Transition	 This is a summary of a support meeting for Ladonia ("Don"), focusing on her decision to switch to an online high school to accelerate credit recovery. The team discusses her long-term career interests in juvenile probation and social work, plans for college exploration, and coordinates immediate next steps for school withdrawal and resource utilization. ------------ ## School and Logistics Update The meeting began with brief personal check-ins before transitioning to the primary topic: a significant change in Ladonia's educational path. Ladonia announced her decision to withdraw from Browning High School and enroll in a new online program based out of Pasadena. This move is intended to better align with her goals of accelerating credit recovery and preparing for college. The group addressed the necessary logistics, with social worker Vanessa Tefoya reporting that the former school's counselor, Miss Haramio, had reached out for Ladonia's contact information. Ladonia confirmed she had already attempted to call the school last week to withdraw but had not received a response. Now that she is 18 and holds her own educational rights, she authorized Vanessa to share her phone number to finalize the withdrawal process. ------------ ## New Educational Strategy and Accountability Ladonia's new educational strategy revolves around a fully online, self-paced high school program that offers the A-G credits required for admission to California state universities, with a specific goal of attending CSU Long Beach. While acknowledging she previously struggled with motivation in online school, Ladonia expressed confidence that, at 18 and in a new environment, she is ready to commit seriously. To support this, she has created a dedicated study space at home with a new desk and technology. She plans to dedicate two to three hours daily to her studies, starting with math. The support team affirmed her plan, suggesting alternative study locations like a local café or the library if she needs a change of scenery. They also proposed reframing their weekly check-ins as "co-working" sessions, where they could provide direct, hands-on support with her coursework at home or the library, rather than holding traditional talk-based meetings. ------------ ## Career Exploration and Long-Term Goals The conversation explored Ladonia's long-term career aspirations, focusing on her strong interest in becoming a juvenile probation officer. She is motivated by a desire to help "troubled kids," believing her personal life experiences would allow her to connect with them on a deeper level. However, she voiced concerns about the professional challenge of enforcing rules and setting firm boundaries. The team, including social worker Vanessa, discussed the value of a social work degree as a strategic pathway. This degree would not only qualify her for a probation role but also offer greater career flexibility if she later decided to pivot. Vanessa shared her own experience of earning a bachelor's in criminal justice before getting a master's in social work to change careers. As a secondary interest, Ladonia mentioned cosmetology as a potential "side hustle" or "fallout plan," leading to the discovery that the agency offers a cosmetology course in Whittier. ------------ ## Resource and Support Coordination The team detailed the extensive resources available to support Ladonia's goals. Vanessa explained the role of the ILP (Independent Living Program) coordinator, Cirelia, who manages funding for various needs. Scholarships and financial aid are available to cover college-related expenses, and Vanessa's own experience of obtaining a master's degree for free through a stipend program was cited as an example of what is possible. The team encouraged Ladonia to review the ILP services list for potential reimbursements on items like books, supplies, or even household goods. To help explore her college options, the team committed to arranging a campus tour of El Camino College. They discussed the benefits of a guided tour for gaining insider knowledge and noted that the agency could also provide financial support for vocational training, such as the nail or cosmetology classes Ladonia is interested in. ------------ ## Action Items **@Vanessa** - [ ] Provide Ladonia’s phone number to Miss Haramio at the previous school. - [TBD] - [ ] Send the list of ILP services and reimbursable items to Ladonia. - [TBD] **@Ashley** - [ ] Conduct the individual session with Ladonia at the rescheduled time of 3:30 PM tomorrow. - [Tomorrow] **@Speaker 1** - [ ] Schedule a tour of the El Camino College campus for the week of the 14th. - [TBD] **@Ladonia** - [ ] Attend the two new school program meetings (with the coordinator and teacher) on the 8th from 2:00 PM to 3:00 PM. - [The 8th] - [ ] Review the ILP reimbursement list upon receipt to identify potential items for funding support. - [TBD]	Aug 31, 2026	Speaker 2 00:00:02 Let Me turn up my volume. We're on my computer. Speaker 1 00:00:07 Okay, perfect. Okay, there you go. Hey, hi, Don. How are you? Good, good, and yourself? Speaker 3 00:00:18 I'm pretty good. Yeah, I bake some cookies, some oatmeal cookies. They're so good. They're very good. With this. Speaker 1 00:00:25 Heat, it's so hot. Speaker 1 00:00:31 I'm hoping you have the AC all the way up or down. Speaker 2 00:00:36 Yeah, it is set to a comfortable 74 degrees. Speaker 4 00:00:40 Oh, that's nice. Speaker 1 00:00:44 Yes. Okay. It looks like Vanessa, the social worker, is joining in. Okay. Let me let me have her join. Speaker 2 00:00:54 How was your guys's weekend. Speaker 3 00:00:60 It was. It was pretty. It was chill. Um, I didn't really do much. We just like with each other in the house, like watch like TV. Well, well, Speaker 2 00:01:09 I did. Hmm. It was a pretty hot weekend this weekend. Did you stay cool? Speaker 3 00:01:17 Uh, yeah, it's cool up here. I was like, I don't care what. The house, like I like to. Speaker 2 00:01:28 I agree. I woke up and she had turned the thermostat down to sixty. Oh, yeah, you guys were crazy. It took me a minute to figure out why it was so cold, and then I logged on to look at the thermostat. I was like, " Oh, it's sixty in. Speaker 5 00:01:44 Here." That's really cold. Yeah, that is really cold. Speaker 2 00:01:50 It it got it dropped the air conditioner hadn't got there yet. It was down to seventy two or seventy one. I was like, um. Yeah, we're gonna turn this back up, but she tried. She did good for. Speaker 6 00:02:05 Winter. Speaker 1 00:02:08 Yeah, but um, I guess just to catch up because I know it's been some time since we've all seen each other. But I did see that the I think it was a school counselor that uh emailed back. Oh yeah. That she was still working on having a meeting. I don't know if that's still in the plans to be able to meet with her to kind of come up with a plan together. Speaker 3 00:02:36 Oh, so there's been like some chains of events. Speaker 1 00:02:40 All right, Lupusin, tell us all. Speaker 3 00:02:44 Right, so I I just honestly I decided that I just like feel like to go on high school. Like I was like thinking about a lot. Speaker 3 00:02:56 Yeah, I just think I'll be better, and like, especially since I want to like really like be working and stuff like that. So, we're in the process of like, we've been in the process of like setting up like my we have a meeting with. Speaker 1 00:03:14 The the eight. Okay, cool. Is it and it's a. Completely different program, right? Like different school. Speaker 3 00:03:26 Uh huh. Speaker 1 00:03:27 Which is free. Okay, I think this is the one that Christi had brought up a couple weeks ago. Speaker 2 00:03:33 Well, we we looked at it before school started as a way of how can we get her credits ready for her so she could graduate, and then she she was like, no, let me try Browning, and then yeah, Speaker 3 00:03:51 Yeah, right. Speaker 2 00:03:53 Yeah, so they it's they've got um they got a a small campus here in Hawthorne and um but I think she's going to the Pasadena campus is the official one she's going to be doing school out of so even though most of it would be online. Speaker 5 00:04:09 That's what I was going to ask. Is it required to go in person at all at some point, or is it just like once a week. Speaker 2 00:04:16 No, completely online. She can work at her own pace and get uh she can get the A G credits. That's required, and so she's going to try and see if she can go to CSU Long Beach, if if she can, if we get credits. So she's doing amazing. I'm proud of her. Speaker 1 00:04:35 Let's see here. I do see Vanessa, the social worker, that you have your hand up. I am. Speaker 7 00:04:44 Hi. So I just wanted to say something really quick. Hi. Good afternoon, everybody. By the way, I know I've done a little bit late. I do see some new names here, so I'm not really sure. Yeah, yeah. Yeah, Speaker 1 00:04:59 We can all do introductions. Speaker 7 00:05:00 Really quickly, I am Vanessa Tefoya. I am the social worker assigned to Ladonia Martin. But I did want to step in and say, in regards to school, Ladonia, your school reached out to me and was asking about your whereabouts. I didn't want to share anything until I knew what you felt comfortable sharing. I did let them know because I think they were also inquiring. Like now that you're 18, are you your own ed rights holder? Which we went over. You do hold your own educational rights, and that I was able to let them know. But in terms of like your plan, did you want to reach out to them? Did you want me to communicate with them? Speaker 3 00:05:37 You can't let them reach back out to you. I did call them sometime like last week to like basically like withdraw, and like they said they would. They're, Going through our process, and they don't call me back. So, did they mention that? Speaker 7 00:05:51 No, they didn't actually. Let me pull up the email right now because I don't want to misquote anybody. I want to say it was Miss Haramio who reached out this morning. Yeah, she's asking about the easiest way to communicate with you because she tried to email you and she was asking for a phone number. I didn't know if you wanted me to share your phone number or not. Speaker 3 00:06:17 Oh, you can. I don't think she's like updated on like the different. Speaker 7 00:06:21 Okay, so I'll go ahead and send that out, and then hopefully she can get back to you soon. But again, because you are your own educational rights holder, you can communicate that with her. Okay, thank you, Ladonia. Speaker 1 00:06:34 Um, but just so we're on the same page, we do have Ashley. Uh, Gaetan here, and then that is the covering clinician. First loan since loan did um her last day would be would be today. Uh, and then we do have Karina Barajas as well, which is the the CFS um that's covering for Kimberly. She's on on leave temporarily as well. Yeah, so I know there's been a lot of changes. Speaker 1 00:07:09 For Syria, for Ladonia's team, I know she's been a champ with like all the transitions that have been going on, and it sounds like she also has like her own transition in in motion with the the school changes that have been going on. But like with the school changes, Ladonia, like, do you plan? Um, I'm wondering like if you know yet, um, like how many hours a week would you be required, or that's kind of like all the information that you get. That you'll get when you meet on the eighth. Speaker 3 00:07:40 Oh yeah, when we meet on the eighth, they say like they'll let us know like the like the card they'll give us information about everything they do and then come up with like an educational like plan for his gifts. Speaker 1 00:07:55 Okay, cool. At what time is meeting. Speaker 3 00:07:59 Two. There's actually two meetings that day. There's um there's one like with like a, Somebody and then there's one like there's like the second meeting is with your actual teacher like my actual like teacher like so I think the first meeting is with the coordinator and then yeah but it's not too two to three. Speaker 1 00:08:21 Cool how are you feeling about the whole thing. Speaker 3 00:08:26 Kind of happy. Speaker 3 00:08:33 Yeah I honestly. Speaker 3 00:08:37 Like I feel like I don't know. I feel like this would be good. Like since like I'm ready to start putting stuff. I don't think it would be like last time. Speaker 1 00:08:47 You know. You ready for some change? Speaker 3 00:08:54 Yeah. Yeah, I think she's gonna be amazing. Yeah, they have like dual enrollment too, so I'm gonna see if like I could like get involved like with that. Yeah, I'm just like I don't know. Speaker 4 00:09:08 That's good, and you can hear it in your voice, like the excitement of this change. So I'm happy for that for you. Speaker 3 00:09:15 I could definitely like when I did like online school like in the past, like I was like definitely not like into it, like into it. I was like I couldn't be like I didn't take it seriously. Like I just like was being lazy, didn't do the work, like like not do what I'm supposed to do. But what's it called? I feel like since I'm 18 and like I'm in like a new like area like for myself like we're doing like over and stuff like you know what I'm. Speaker 1 00:09:45 Saying. Mhm, yeah, and you'll be able to go at your own pace, which is cool. And you know that's where we could also come in. I know I had spoke with Karina earlier today, and we had talked. We had done like a little bit of brainstorming of like how we could support you, and we had talked about. Like even for like our weekly check-ins, or I know Karina had brought it up with you already during your individual sessions. Like they don't have to be like how it is now, right? Where we meet together as a team and kind of just talk about, you know, good things and maybe like the change coming up. But we could even meet up at like the library, at your home, like wherever you feel comfortable, and we could just sit by each other, right? Like help you work through like whatever you have to do online, and then if you have questions, you know, like we could. Speaker 1 00:10:33 Maybe take breaks together, right? Like we don't necessarily have to kind of talk how we have had a session before, right? But more of like let's do this together, like let's get through this together. So you don't, you know, you know that there is people behind you that are rooting for you. Speaker 5 00:10:47 I did want to ask you, Don, because in the same breath, I do believe we can use our sessions for that space. But like just to kind of pick your brain, what are you planning on, or how are you planning on? Going about the online school, like, do you think you're gonna dedicate one specific day, or are you gonna kind of punch at or like crunch at it, like maybe an hour every day? Like, how? What kind of action steps do you want to take in order to understand that? Okay, how am I gonna keep myself accountable for getting my schoolwork done in a way that gets you to get the credit recovery that you want and that keeps you um productive, but also like you know um is working at the pace you would like. Speaker 3 00:11:26 Uh huh. So I think, I think about like maybe like. Math by two or three hours, like math, just like like trying to work out like stuff like. Speaker 5 00:11:39 Okay, that's cool. Do you feel like you're comfortable doing it at home, or is like the library space something you're more comfortable with? Speaker 3 00:11:49 I think it's a lot. Feel me? Yeah. Speaker 2 00:11:52 We can do that. Dom used to do it out on by the pool to the to the clubhouse where you can get internet. Speaker 5 00:12:04 No, that's right. As long as I got internet, I can do it. Yes. Speaker 1 00:12:09 I don't think. No, sorry, I don't think I completely got that. I um, I think there was a delay on my end. But Don, did you say that you plan to do it at the library? Speaker 3 00:12:22 Yeah, we could. Like either order, like do that, like the cafe or like the way, like the house or like. Speaker 1 00:12:39 At home, do you have like a space where you could like be on your computer, like fully focused on schoolwork, like a designated space just for school? Speaker 3 00:12:50 Yeah. So what's called like we just to build because she got like two desks for like me and you. So we just built a goddamn building like the other desk, like my desk yesterday, and like set it up like my laptop in. Like my art stuff and stuff like that. So yeah, I got my own little space. Little space. He's not excited. Oh, I just look so cute. Like, what's called Christi? Like, she types like a keyboard mouse to it. Like, I'm almost like something. And I have like a little like stand, like where you put like like the iPad on, too, or like on the other side, like. Speaker 3 00:13:35 Yeah. Speaker 1 00:13:38 That feels more homey, more comfortable, like your own space. Speaker 2 00:13:44 The only sorry, I'm choking on my doctor. The only thing we got to work on now is finding our chair. Right. I'll go use Angie's ball. The ball would be great. Get a core workout at the same time if you're doing a home. And then also, I have a writing desk in the living room that she can also use if she needs a view while she works. Or we have the hammock out on the patio. Speaker 1 00:14:16 Oh, that's good. That sounds relaxing. Speaker 5 00:14:20 Yeah, I probably wouldn't get work done. Speaker 1 00:14:23 There myself. Probably take a nap fifteen minutes in. Speaker 2 00:14:27 It's a chair hammock, so you can't really lay back, but it is comfortable. And it has a tablet holder that my Kindle gets put on all the time. Speaker 1 00:14:40 Oh, super handy! Yes. Yeah. So the good thing is that you have options, Don. You have different options of like places where you could like relocate, focus, or you know, kind of change sceneries if you need to, like halfway through, halfway through the day. I know, like one of the biggest things that you were you've been talking about too is uh doing a job search. Like, Speaker 3 00:15:10 How's that going? Yeah, so I was just um yesterday I was just like in B like so valid. I was just like I don't know, like I was just trying to like I was trying to like upload a logo to find below, and then I went on to um Walmart and Target because I do want to like I said like before like I'm I know like I want to work. Like where I'm like organizing and like stocking, so like what's called like I think like Walmart or Target, so like I went on their website and like applied. But yeah, Speaker 6 00:15:43 Like some places closer, Walmart or Target is closer there. Speaker 1 00:15:49 Yeah. Nice. That gives you more flexibility too, like with school and the like your work hours. Speaker 6 00:15:57 That's right. Hopefully, hopefully. Speaker 1 00:16:03 Yeah . We'll be crossing our fingers for you. Have you had the chance to update your resume, like with the McDonald's experience. Speaker 3 00:16:10 Oh no. No, I don't think it would really. Just like I was there for like something like a short period of time. Speaker 1 00:16:22 I don't know. You just want to leave it out of there. Yeah. Forget it never. Forget it never happened. Speaker 1 00:16:37 That makes sense, though, especially because it was such a short period. But I'm glad everything's going okay. Like with your upcoming meeting on the eighth, though, like do you have any questions in mind that like you would want to ask, like any of the admin there? Speaker 2 00:16:57 She actually asked me to tell you about our plans for January with school. So. Okay. Cool. So the dual enrollment is where she can do high school credit and college credit at the same time at El Camino, and it's free for her. And so, what we're looking at when we were looking at it together, she was looking at the criminal justice classes that she can take for her elective credits for high school, and get the college credits at the same time. And so we talked about that. Speaker 2 00:17:30 And she wanted me to also talk. She gave me a list of things to talk to you guys. Oh, why? We're all here. So she had a really. So she's been going to work with me, and she's going to meet in the next week or so. Crystal, who is our chief program officer at SCHARP, and so Crystal gave her already gave her some tips, some things like she can look into going into college for, like social work and things like that. And still become a parole officer with a social work license, and so gave her some icons. Yep, and so she the social work license gives her the option to be found if she decides that being a parole officer is not for her. So there's a few things that we were looking at all last week, and so she when she goes to the office with me, she gets a chance to talk to my team. Speaker 2 00:18:29 On things like that that she can do. Speaker 1 00:18:30 There's been a lot of planning going on. Speaker 2 00:18:37 Yeah, she's been doing absolutely amazing. I, I kid you not, she is so fantastic to have. Speaker 5 00:18:45 Okay, it sounds like you're blushing. I can hear you blushing, Don. God, it sounds like you've been doing well. Speaker 2 00:18:56 She has been. I'm proud of her. Speaker 1 00:18:58 Yeah, I'm just curious. Like, what about being a probation officer gets your attention. Speaker 3 00:19:02 It's like, well, I really like the juvenile. Like, um, I don't know. I'm just trying to like help like troubled kids. You know, like helping like get them like the right, like I don't know. Like me having like like some of them like to understand. Like, I guess like the other day I was talking. Like you can like can like do something outside with your life like like I'm here like helping guys like I feel like I. Speaker 6 00:19:35 Can. I'd be there. Speaker 1 00:19:39 Okay. You'd be able to provide a lot of like the firsthand experience that not many other probation officers would be able to provide, and connect with the youth in a different level. You would definitely bring bring a lot of value to that role, and I could see you thriving in that too. Speaker 3 00:20:04 Yeah. Hopefully, I don't know. Like it's like kind of like there's like some comp like cons like I don't know like I know like I can probably get past it by the time like I actually start working because like like school like even the like a cabinetry training like I don't know like setting like being able to say no like no. I don't know. I I still struggle with that, but like even like like people like saying no, like can't like do a certain thing, like and it's like I. Speaker 6 00:20:37 Don't know. Speaker 3 00:20:42 Like if they like try like to ask like they do this certain thing and like no, they like job like no, like they can't do that certain thing, like you're not get tough tried to do that, but like you're just like. Like the bonds and like stuff like that. Like you don't want to mess it up. Hopefully I did. I planned that during the time. If you if you don't want to, Speaker 1 00:21:09 No no go ahead. Speaker 3 00:21:12 Yeah, just I guess they're just saying like no, like I guess like I just don't want to ruin like the like in a way, but like it also like it risks like the job. Like, insert asking. Speaker 5 00:21:28 It's like that's good. It sounds like it's a vocational thing for you, which I'm glad. I think some of the best jobs come from when they're a little personal, Speaker 1 00:21:40 So I think you'll do well. Yeah, and I think what you're talking about too, Don, is like maybe if like they don't follow like the court orders, that maybe they're uh being asked. To do. Yeah, besides like enforcing. Speaker 3 00:22:02 It's like your job, and my bad. And it's like my job to like enforce it to like keep me behind the restrictions. Girl, why pick that job? Speaker 1 00:22:13 Innocent. You're starting to sound a little more distant, Don. Speaker 6 00:22:18 Can't really hear you. Yes. Speaker 3 00:22:26 Like I guess, like what's it called? Like it's just like the thing, like like enforcing, enforcing, like enforcing, like the. Speaker 6 00:22:33 Uh. Speaker 1 00:22:43 Sorry, Don. You sound a bit far away still. Speaker 2 00:22:46 Oh, it's when you turn your head. Not sure if it's just me. She turned her head to pet the kitten. That's when it happened. Speaker 1 00:22:55 Those are the kind of distractions we want to watch out for, especially if you're getting like some online homework done. Speaker 2 00:23:02 Literally, she she the cat is giving me a dirty look for for having her stop petting. Speaker 1 00:23:09 Her. Those five minute sessions of just cuddling with the cat could turn into like thirty minutes. Speaker 3 00:23:16 Yes. I bet. I was just like saying like um just like enforcing it, like enforcing like the court orders and stuff like that. Speaker 1 00:23:26 Uh huh. Yeah. Yeah. Yeah. There's definitely a lot that comes with it. Besides, like a probation officer, like what's something else that you've considered, uh, as a career too? Speaker 6 00:23:48 Well, you have Vanessa. Speaker 5 00:23:50 I don't know. I was like Vanessa, cause you know how it's going. Speaker 1 00:23:54 Yeah. She could give you all the insider information. Speaker 6 00:23:58 Just want to do something where like, Speaker 1 00:24:10 Yeah, yeah. You have a lot of cool goals in mind, but I know like with you saying a social worker, I don't know Vanessa. Would she be able to like shadow you or anything like that? I don't know if even that's even possible. Speaker 7 00:24:26 That's not possible only because of like confidentiality purposes. But I always told Ladonia like, sorry, I don't know if that's a little bit better. But I always told Ladonia like, if she had any questions, she could ask. And the one of the things that I did tell her, um, same as Crystal, was that if you get a degree in social work, um, and she chooses to do like probation, then um, if she decides she's at some point ready for a different career, wants to take like a step back. Then she can find a lot more things utilizing that social social work degree. I shared my own personal experience. I my degree is in criminal justice. my my bachelor's degree is in criminal justice. But at some point in time, I realized that I wanted to do a little bit more than probation. So then I became a social worker. But in order to do that, I actually went back to get my master's in social work. Had I done social work from the beginning, it maybe would have looked a little bit different. But I think having that degree allows you to do more than something. Speaker 7 00:25:25 Directly with criminal justice, if that makes sense. Speaker 1 00:25:29 It does. Yeah, it does. And I think there's a lot more in common, Don, that you you have with Vanessa, with like having the same the same interests. So she could come in handy. Take advantage while you can. Speaker 7 00:25:46 Yeah, literally any questions that you may have, let me know. I actually. To put it lightly, I got my master's degree for free only because like I was a stipend student. Took a lot of work, but it's something that's definitely doable. I think Miss Christi had also mentioned this too. Like, there's money out there. There are scholarships to be found, and anything that you want, you can get for, and you don't have to pay the entire thing. There's a lot of help out there. And Ladonia, you're very motivated. I don't want you to lose that at all. You have your entire team behind you. Speaker 7 00:26:19 So we're here to help you. However, we can help you get to your goals. Speaker 1 00:26:22 We're going to. Yeah, and like with the dual enrollment, you know that's part of it being an option because you are still a high school student. You still are able to take those college courses for free. And Vanessa, correct me if I'm wrong, but I know there could even be some reimbursement for like maybe not necessarily tuition, but maybe like books or. I don't know where some other things that you could that Don you could possibly get reimbursement for, while still having Vanessa on your case. There's a lot of things that you could get paid for. Speaker 7 00:26:57 That goes back to the I L P services, Miss Christi. I saw a message from you earlier. I just haven't been able to get back because this is the first time that I'm like settling in and not working on contacts for the day. But yes, there is an I L P coordinator, Ladonia. Myself had already met with her to do a meeting. Her name is Cirelia, and any questions that we have in regards to funding, Miss Cici had also said there is money out there, and we will find a way to get it. It's just a matter of there's an entire list, and I can find that list again and send it to you, Ladonia. I don't know if you still have a copy of it, but go through that list, and if there's something that you think you could get reimbursed for, let me know. We'll take a look at it together. We'll ask Miss Cici, and we'll find a way to get it done. Can you send me? Yeah, let me look for it right now so that I can send it. Hopefully, before we hop off this call. Speaker 2 00:27:44 Yeah, Ladonia got to see how that works with Dominic because Dominic's college at UCMerced was fully paid for with scholarships and a lot of stuff with ILP. She got to see like what happened with deck my dorm and all the stuff that Dominic got for her dorm room. So she got to see a lot. Speaker 7 00:28:07 Yeah, it's it's great stuff. Like I said, it's all out there. It's just a matter of asking the right questions, asking the right people. But let me get that list for you. And usually, anytime that something comes up, Miss Cici's really good about emailing us about like opportunities for scholarships, for college tours, things like that. And I mean, now that I'll have like a little bit more exposure to all of that, I'll keep an eye out so that when there's something that could be of interest to you, you know, I'll present it to you, or I know how to help you for the school year. For sure. Speaker 1 00:28:38 Yeah, and even talking about like the school tours that Vanessa is mentioning, you know, we could even do tours together at like the local colleges. You know, it could be like during a check-in, you know, or during an individual session with one of us. Um, it could just be taking a look around, right? Maybe asking questions, like, uh, maybe getting in touch, like, with one of their offices, seeing like what kind of programs they offer, um, just to kind of explore your options, you know, and part of. Getting free money or free stuff too. It's uh. I know before when um some time ago we had talked about like us requesting funds for you to uh kind of like decorate your room or get some stuff. Um, what is it? I think it was like um, uh, like what was it? Like tableware or like um. Speaker 3 00:29:29 Oh, was it like what? Speaker 1 00:29:30 Like an air fryer, like for your old place, right? So like, yeah, you know. A year down the line, you're still with us, right? You'd still be able to get that stuff from us, right? It's about like using up your resources, like Vanessa's mentioning. Yeah, but you know, it's it's all possible. It's just about you know figuring out you know what route you want to take. But we're all in in whatever it is that you decide. Speaker 3 00:29:56 To do. Speaker 1 00:29:57 Yeah, but it's part of getting excited, right? New adventures. Speaker 1 00:30:07 Yeah, is there something else that you had told Christi that you wanted to share with us. Speaker 3 00:30:10 I noticed that because I was like, kind of like I was kind of confused. So I didn't want to start explaining it, and then I make no sense. But yeah, Speaker 2 00:30:23 Yeah, we've we've been working really hard this last week on figuring out what's what works and what doesn't. And making her a roadmap so that she can succeed. Speaker 1 00:30:37 That's awesome. And you did mention you wanted to do the enrollment at what was it, El Camino? Okay. Have you been to El Camino before? No. Would you want to meet El Camino so we could do a tour? Speaker 6 00:30:57 Yes, Speaker 1 00:30:57 Of course. Yes. Let's see. I don't know. Maybe we could put something on calendar. Let's take a look. I don't know if everyone would be able to join in, right? But maybe whoever is able to, maybe could join us. I don't know. Let's see. Well, right now you said you have the meeting on the eighth, right? Next week Tuesday. Yeah. Okay. So maybe we could do this. Maybe we could wait until you have the meeting on the eighth to kind of see how that goes, getting situated with like your your uh your workload, how you want to balance it out, and then maybe the following week after, what is it on the fourteenth, we could kind of figure out maybe what's the day that we could go on a tour. Sure. Okay. That's something that I could sign myself up for, so we could do together. Speaker 1 00:31:56 But El Camino is a pretty big campus. I know a lot of community colleges. It might sound like they're small, but a lot of them are pretty big and they have a lot to offer. Speaker 3 00:32:04 That's just like I never like been to it, but like I heard like a lot of people like go there and like they have like amazing staff and stuff like that. Like, so then when I was going like McDonald's, like when did they do? What did they do? Was training me? Like he was just like like like we're talking or whatever, and he was like like tell me like about like El Camino stuff like that. How like he's like like he was like there and he like going to school. For like a music degree or whatever, so it was like just like something like all the classes and stuff like that. Speaker 1 00:32:31 Was he making it sound interesting or like? Speaker 6 00:32:38 Yeah. Maybe so. Speaker 3 00:32:43 Yeah, like a. I think it's like dance, like dance major or something like that, and stuff like that. Like he's just like, yeah. I was like, Speaker 1 00:32:53 Okay. There's actually a lot of cool classes you could take in college. There's like dance. There's like martial arts. There's a lot of like cool classes that you could take just for fun, but still being able to get that credit for you to graduate. Speaker 3 00:33:07 Cos uh cosmetology class too. Like I want to take two, cause like also for a fall out plan. Like I really like I'm also like interested in like beauty stuff like that. So like. Even like for like a side hustle, like um, being like doing my food, like I don't do like lashes, hair, and makeup and stuff like that. So like it's like a little side, like hustle, like or like a career. And can you never. Speaker 1 00:33:37 Know? Well, not to overwhelm overwhelm you with so many options, but like let's say if you are interested in. Like taking a cosmetology course, or if on this side maybe you just want to learn how to do nails or makeup, because I know sometimes they offer like small courses like that, where it's just like focused one thing, one thing. Then that's something that we could also like financially support you. And then like hey, you know, if you're interested in I don't know taking like a nail class, right? We could look at where maybe they have classes set up for that, and that's something that we could also support you in paying. Speaker 3 00:34:11 Sure. Speaker 1 00:34:11 You know, like if on top of that you want to do maybe El Camino, no right, and then kind of just do it on the side, um, like as another option, just to be able to like do like a side hustle, Speaker 6 00:34:20 Like you're saying. Sorry, Speaker 5 00:34:24 I wanted to pitch in on this. Um, I know our agency actually offers a cosmetology class and course for, for our clients. So if you ever were interested in it, um, I know they offer it, and we can find more details and look into it. Speaker 1 00:34:38 It's. Uh huh. Yeah, yeah, they do. I think it's in uh in Whittier, but who knows? They might expand it and have more options closer to you. Speaker 2 00:34:48 That made you super excited just now. Speaker 1 00:34:52 Yeah, there's options. There's options out there, right? And that's why we want to have these conversations, right? To be able to kind of brainstorm, like, what are good things that you would be able to be a part of to be able to meet your goals. Yeah. Speaker 1 00:35:11 I do see Vanessa that you sent a link on on the group chat. Speaker 7 00:35:15 Yes, that's for the El Camino tours. If you guys wanted to do some sort of guided tour, or you can explore by yourself. But I always like to just give that option. And then I explored that link a little bit. So you click on it, and it's basically like a little form. So you put in like your information and the date that you're requesting, and then someone will get back to you. Or there's a number that you can call as well. But just in case you guys wanted to talk to somebody, there's also, I believe, on that page like an outreach, like different outreach events that they do. If it's ever something that Ladonia wanted to look into or needed some help looking into. Speaker 1 00:35:50 That would be cool. There's a lot of options, but yeah, you know, we could definitely, you know, if you want to do a guided tour, we could do that too. John, I know sometimes when you do the guided tours, they also do offer. Like a lot of insight about the campus that you might not just know just by you know kind of walking around the campus. So I don't know. Maybe we could do like a mix of both, so you get like the best of both, Speaker 3 00:36:16 Best of both worlds. Okay. Me and Christi are looking at it right. Speaker 6 00:36:22 Now. That started yesterday or today at El Camino. Speaker 1 00:36:28 Yeah. Maybe we could even ask more too about like deadlines, because I know if you want to do that for the following, what was it, the following semester in February, just kind of finding out about when are the deadlines for that semester. Okay. Yeah, but I'm glad you have a plan going. Yeah. Yeah, you got this. Speaker 1 00:37:04 Do you have like any concerns or any challenges that may be going on, Speaker 3 00:37:11 Or that you have in mind? No, I was doing pretty good. I've been on type of medication. I wake up early, Speaker 1 00:37:20 Like just a lot of things to look forward to. Speaker 3 00:37:23 So it's like me waking up early. That's it was just like my sleep, a slight sleepy schedule that was like really like bothering, but like now, like since like I take my medication. I've been waking up really early. It's like me waking up early, Speaker 2 00:37:39 Like I'm big. She's been. I'll get up around four or five o'clock, and then she's up around six thirty, seven o'clock. Speaker 1 00:37:52 She's been doing good. That is earlier. Speaker 5 00:37:55 Earlier than me, girl. If I don't have to, I won't. Yeah, same. Speaker 1 00:38:06 I'm not. I'm glad to hear. Speaker 2 00:38:08 She's been going to work with me someday, so it works out really well. And they love her at the office. Speaker 5 00:38:14 That's. Speaker 1 00:38:17 Good. Yeah, and you know, like with college too. What the cool thing about it too is that you get to pick your own schedule. So if you're not a morning person like me and many of us, you could always take the classes like later in the evening too. So. Balls in your court. Yeah, but um, before we go, Ashley, I think you wanted to uh maybe check in about your individual session. Speaker 4 00:38:44 Oh yes. Hi Don, how are you? Speaker 3 00:38:47 Hey, I'm good. Speaker 4 00:38:48 How are you? I'm doing good. Um, so I sent you a text message earlier. I was wondering if you are okay with changing or moving our, Time and date for tomorrow, like around three or three thirty. Speaker 3 00:39:02 Yeah, we could do that. Speaker 4 00:39:06 Yeah. Okay. Cool. Um, three or three thirty. Speaker 3 00:39:10 Um, Speaker 4 00:39:12 Three thirty. Three thirty. Okay. Awesome. And then I'll just um send you like a little reminder text tomorrow. Um. Okay. Yeah. Maybe do like a card game or a gym. Speaker 6 00:39:23 Sure. Yeah. Sounds like a gym. Speaker 4 00:39:24 Sure. Yeah. Okay. Awesome. I'll see you tomorrow. See you tomorrow. Speaker 1 00:39:33 Perfect. I know. Does anyone else have any questions or anything else that maybe to add before we go. Speaker 2 00:39:43 There's nothing I can think of. Speaker 1 00:39:46 Okay. Perfect. All right then. Sounds good, Christi and Don. We'll see you next week, Speaker 2 00:39:55 Same time. Awesome. Thank you. See you guys. Speaker 1 00:39:58 Alright, bye. Enjoy your day, guys. Take care. Bye. Take care. Speaker 6 00:40:02 Bye. I was looking for.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=122c060d-931f-40ea-b78c-ac5e8b065864&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODU1Njg1OCJ9.CgoKBHNuaWQSAjY0EgsI3qaJiYKzxT8QBRoMNTQuMTY0LjY3LjQyKiwzcXRjZ0NQRVdGT2lVcWYrVXJ4ZEpUUGxodEVhcnd2RHYxeEhjaktrY3VZPTCaATgBQhCiOAQbzrAAAC1169BuJrbkShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.iXzPiD7J2WSy3bF9a-uE8ZyfDir57Jtdp9qo9YbiR28&ApiVersion=2.0	Processed▾	Schedule a campus tour of El Camino College for the week of the 14thAshley to conduct individual session with Ladonia at rescheduled time of 3:30 PM the following dayVanessa to send the ILP services and reimbursable items list to Ladonia+4	✓	Foster Care / Kids▾	—	n/a - non-CW type	—	—	—	✓
09-04 Weekly Meeting: Resource Planning, Project Updates, and Team Metrics	> Date: 2026-09-04 > Location: [Insert Location] > Participants: [Pete] [Mike] [Anton] [April] [Julia] [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 9] [Speaker 10] [Speaker 11] ## Meeting Notes ### **Round-Robin Updates & Good News** - **Anton:** Bakdan is on vacation for two weeks, and a temporary increase in tickets is expected. - **Mike:** Project Angel Food is hiring a COO, which may accelerate initiative approvals. - **April:** A new employee is starting next week. The admin team is training with the finance team for Elisa's upcoming maternity leave. - **Elisa:** Now in her third trimester, she has moved closer to the hospital. Her maternity leave is scheduled from October 12 to December 8. - **Vlad:** - His son's short movie premiered at the Hollywood Chinese Theater. - Greenleaf received its final certificate of occupancy. - The Shelby Project is being pushed for completion by November. - Tower One B's construction will finish by December/January, much earlier than the original June date, necessitating expedited equipment orders. - **Julia:** Praised Maurice for his hard work and ownership. - **Pete:** - Is going to San Diego for the three-day weekend. - Praised Charl for managing while Olivia is out. - Praised Mike and Monti for their work on the "baby to baby" account. ### **New Potential Client "baby to baby" & Resource Planning** - **Status:** Pete reported a high probability of securing the "baby to baby" account, with verbal approval received. The deal is not yet signed. - **Timeline:** The client desires a go-live date of October 1, 2026. However, there may be an opportunity to push this to November 1st due to the client's delayed decision. A month of overlap with the previous provider is desired. - **Challenges:** The client is an 80-person, all-cloud organization, but heavily Mac and Google-based, which presents a skills challenge for the team. While the environment is expected to be stable long-term, initial setup and complex tickets are anticipated. - **Resource Allocation:** - A new hire with Mac and Google skills will be needed, along with a training program for the existing team. - Julia will be on leave starting October 5th, requiring project reallocation. - Seg is expected to manage the Foothill, WSG Gaming, and "Baby to Baby" projects. Miguel and Mark will likely take over Julia's and Seg's other projects, pending a review of their bandwidth. - Pete will discuss resource planning with Charl, Olivia, and Sag. ### **Scorecard, Performance Metrics & Team Stress** - **Sales Figures (Mike):** - Transactional sales: $46,000 - Projects: nearly $21,000 - New MRR: $4,350 from Anderson (a $4,200/month contract for wireless infrastructure monitoring). - **Ticket Metrics:** Open tickets decreased significantly from 350 to 289 in two days, and time-per-ticket has also improved. - **Team Stress:** - The overall team stress level was 3.57, an increase from previous weeks. - John registered a level 5, attributed to an overwhelming workload from the Foothill project and a high number of onboarding tickets for Hanna. - Pete noted that onboarding tasks should not be solely assigned to one person. - **Customer Feedback:** An unhappy customer survey from Weingart regarding Jose was mentioned. ### **Project and Goal Updates ("Rocks")** - **Mike:** Hardware renewals are on track; client onboarding process improvement is off track. - **Julia:** Will try to get her project back on track. She is taking on a new "rock" to streamline the ConnectWise project board. - **Olivia (Absent):** Call queue monitoring is in progress. - **Vlad:** Sales engineering process is on track; customer network standardization is on the back burner. Inventory control updates require testing. Fortnight training needs follow-up. - **April:** Phase two billing automation and cross-training are on track. Finalizing client spares and revisiting computer reports are pending. Client agreement mastery is off track. - **Alisa (Absent):** AP, payroll, and cash flow forecasting are on track. The PTO tracker app is 90-95% complete. - **Intune Deployment:** Mike proposed using Intune for computer deployments to save time. The team agreed Matt, George, and Olivia would be key people for this discussion, though Matt is currently occupied with the Foothill project. ### **Ongoing Project Status** - **Wayfinder Project:** The SharePoint migration, started in March, is only halfway complete due to minimal client participation. The company has proposed either being given full control to finish the project or being let out of it. - **Foothill Project:** Progress is being hindered by slow responses from the Foothill team. Onboarding documentation is incomplete, which is a critical risk, especially with the "Baby to Baby" project looming. The issue will be raised in the next stand-up meeting. ### **Administrative & HR Updates** - **Annual Reviews & Benefits:** Pete is implementing a formal annual review process for feedback and salary increases starting next year. A life insurance option will be added for U.S. employees, and the company aims to increase its contribution to benefits in April 2027. - **Phone Stipend:** A $30-$35 monthly stipend for employees required to be mobile will be effective on the September 25th paycheck. Communication to eligible staff must be completed. For those who prefer it, cheap company phones will be sourced. - **Timesheet Submission:** Supervisors must enforce timely timesheet entries in Connectwise and TriNet, especially with Alisa on leave, to avoid delaying payroll. ## Next Arrangements - [ ] Pete to hold a turnover meeting for the Anderson account. - [ ] Pete to talk to Charl on September 8, 2026, about resource needs for the potential new "baby to baby" account. - [ ] Pete to talk to Olivia and Sag about project management for the "baby to baby" account. - [ ] Pete to set up a call with John, George, and Charl to address John's workload and the Hanna onboarding process. - [ ] Pete to investigate the reasons behind the team stress level of 3.57. - [ ] Pete to review the unhappy customer feedback from Weingart regarding Jose. - [ ] Review the project list to rebalance work among Miguel, Mark, Seg, and Julia in preparation for the "Baby to Baby" project. - [ ] Discuss the Foothill documentation progress and team responsiveness in the next stand-up meeting. - [ ] Charl to provide April with access to Olivia's Brightgauge dashboard. - [ ] Charl to facilitate a meeting with Matt, George, Olivia, Mike, and Pete to discuss Intune deployment. - [ ] Vlad to follow up with his team regarding Fortnight training. - [ ] Alisa to ensure all eligible employees are notified about the phone stipend before the September 25th paycheck. - [ ] Source cheap phones for employees who prefer them over the stipend. - [ ] April to finalize client spares with Olivia. - [ ] April to schedule a meeting with Mike and Olivia to discuss monthly computer reports in BrightGage. - [ ] Supervisors to enforce timely timesheet submissions. - [ ] Speaker 4 to send a link for "Simple Mobile" as a cheap phone option. - [ ] Vlad to send pictures of his son's movie premiere. - [ ] Alisa to put the final touches on the PTO tracker app. - [ ] Julia to work on getting the client onboarding process improvement back on track. ## 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. **"Baby to Baby" Project Risks:** The potential go-live date of October 1, 2026, is imminent. A clear plan to hire or train for the required Mac/Google skills is not established, and the resource plan is contingent on the unconfirmed bandwidth of Miguel and Mark. > 2. **Project Delays & Stalls:** The "Client Onboarding Process Improvement" and "Client Agreement Mastery" projects are off track, and the "Customer Network Standardization" project is on the back burner with no timeline for resumption. The "Wayfinder" project's resolution is also uncertain, awaiting client response. > 3. **Foothill Project Risks:** Slow progress on the Foothill project's documentation is a significant risk to future support, especially with new projects starting. A concrete plan to accelerate this was not established. > 4. **Unaddressed Workload & Stress:** While the cause of John's high stress was identified (Foothill project, Hanna onboardings), a concrete plan to redistribute this work was not finalized beyond setting up a future meeting. The root cause for the overall elevated team stress level (3.57) was not identified. > 5. **Expedited Timelines:** The Tower One B project completion has been moved up by several months, requiring expedited equipment orders, but specific action items and owners for these orders were not assigned in this call.	Sep 4, 2026	Speaker 1 00:00:03 Go away. Joining me. Good morning. Good morning. April. Speaker 2 00:00:08 April. April. You need to kick Vlad off this call. Speaker 3 00:00:14 I'm gonna kick him. He is off today and he's not supposed to be here. Speaker 4 00:00:19 He misses us. I you really do. I really do. He cannot live without us. Speaker 5 00:00:26 He must be desperate if you miss us, Vlad. What is. Speaker 2 00:00:30 Wrong with you? Speaker 4 00:00:33 You know that's a very good question. My wife has been asking it for 16 years. Speaker 5 00:00:36 I am telling you, there is plenty of work to do when you're here. You're supposed to be away. Speaker 2 00:00:48 Let's see. Seg is out. Olivia is out. Lad is supposed to be out. Speaker 6 00:00:56 Christy's in a training with Ability First. Speaker 5 00:01:02 Charles able to join. How about that? Hey guys, we have a we have a guest joining us today. Mr. Duplessis has entered the room. How about that? Okay, is there anybody else we're looking for? April? Speaker 6 00:01:24 Uh, no, we're all good. We're all here. Speaker 5 00:01:28 Let's let's get moving. This might be a short call today because we got fewer people, but let's get started. Okay, Anton. Let's start with some good news from Anton. Personal, personal, and business and employee headlines from Anton. Speaker 7 00:01:52 Um, here we go again. Yes, personal good news. Bakdan is out on his vacation next two weeks, so yeah, we're gonna enjoy, enjoy a little bit higher level of tickets, but yeah, we're gonna be stronger after that. I don't know, like I don't have anything to bring up. Speaker 2 00:02:23 We got a three - day weekend coming, so yeah, we all have that, right? Yeah. All right. Chris is uh Chris is tied up with some stuff today I guess so she's out. Mike, Speaker 8 00:02:36 How about you? Um, business good news. Um, Project Angel Food is hiring a COO pretty soon, so hopefully that helps make get initiatives approved a lot quicker and easier. So looking forward to that. And personal good news. Um, my kids are getting older, so they're out of the house all the time. It's great. Speaker 8 00:03:00 It's it for me. Speaker 2 00:03:01 All right, and standing in for Olivia is Charl. Speaker 5 00:03:07 You have any personal good news, business employee headlines. Speaker 9 00:03:12 Some personal good news. It just started raining, so the dust is settling after cold and long and dry winter. Business good news. Oh, there's the. We're functioning, sir. I. Speaker 2 00:03:34 Guess business good news is at least one week of Olivia being out is past. Speaker 5 00:03:40 That is good news. The glass half full sort of thing, I guess. Indeed. I'm sure Elisa and April would be happy to give you some of the rain they've been having for the last two months. Speaker 6 00:03:55 We'd love to. Please send it my way. Speaker 2 00:04:00 April, how about you? Speaker 6 00:04:04 Good morning, guys. So on the personal side, nothing much to share since it's been raining here for more than a month. I'm always just at home chilling. And for employee, we have a new guy starting next week. I'll leave the details to Pete later. And business, so so admin team has started training with. The finance team in preparation for Elisa's upcoming maternity leave, so it's a great opportunity for us to understand the finance process. So, the team is happy with the trainings that has been completed this week. So that's all. Speaker 1 00:04:46 Thank you. All right, it's great, Speaker 10 00:04:51 Elisa. Hi. Good morning. Happy Friday. So, first news. I moved back to the city to be closer to the hospital and Mayo Clinic. Cause ah, I'm living very far from the city. So since I'm already in my third trimester, so better get ready. For business news, it's been a full week for the finance team and admin team with a lot going on. Next week will be much the same, I guess. Speaker 10 00:05:26 With month and at work and training to provide additional assistance and support. So I'll be on leave, uh, maybe starting October 12 through December 8. If you ever miss me, feel free to ping me on WhatsApp anytime. I'll keep it open for questions and finance support. Speaker 5 00:05:45 Thank you. Thank you, Elisa Vlad. Speaker 4 00:05:51 So on the personal side. My son was in real short Hollywood movie, and there was a premiere at the what's his name the Hollywood Chinese Theater. So we actually went for that little premiere. It was a very bizarre experience as my son is living his little Hollywood dream. So it's actually very cute. I'll send you guys some pictures. It's it's absolutely bizarre. That's cool. It's absolutely bizarre. You know. So on the business side. Speaker 4 00:06:21 Greenleaf got their certificate for occupancy, final certificate of occupancy. Thank God, the GC is out of there. So finally, oh my God, after all this stuff, so GC is out of there as of today. They're no longer there. So now we're kind of like on our own there to tie up a few little things. They're really pushing Shelby Project to completion. They're trying to get it also done by November. We don't know exactly how it's gonna happen, but it's getting there, and we also found out that Tower One B is actually the our original date that was for completion was supposed to be June in in June, but the construction portion of it is gonna be done by January and December, so we're kind of like also trying to get some stuff rearranged with equipment ordering and stuff like that. Speaker 4 00:07:17 So we're on top of that. Speaker 5 00:07:19 We better expedite that order then. Speaker 4 00:07:21 Yeah, that's that's. We had a meeting with that yesterday, so we're working on that with the with the project management team as well. So that's about it. Okay. Mine. Speaker 5 00:07:30 And the good news is you're on vacation, supposed to be. Speaker 4 00:07:33 Yeah, yeah, it's supposedly. Yeah, you're in Hawaii, right? I'm in Hawaii. It's it's it's great because here it's three hour difference. So right now here it's only eight thirty in the morning. So I've had good productive couple of hours before this call, so it was good. Family is still sleeping. It's raining here, so you know where it's just like in Philippines. Speaker 5 00:07:55 Except it'll probably stop there in about twenty minutes. Speaker 4 00:07:60 Well, they actually they they actually expect an hurricane here on Monday. Oh, oh my gosh, Speaker 5 00:08:08 In Hawaii, that's terrible. Speaker 4 00:08:10 Exactly. So yeah, so it's interesting. So I I pick the perfect time to go here. Speaker 5 00:08:15 Oh well, I guess you had to sit inside. I'm sorry to hear that. Speaker 4 00:08:18 Yes, it's okay. It's all good. Speaker 5 00:08:20 It's fun. Ah, all right. Well, thanks, Vlad. Speaker 3 00:08:24 Julia, happy Friday. Good news. Happy Friday. Long weekend. Good news. Um. Personally, enjoying much better weather. No more AC anymore because I'm getting sick from that AC all the time. Business good news is three day weekend, so that's a good news. Employee highlights. I want to highlight Maurice. He the guy is trying very hard, and I'm just I'm gonna give him kudos for owning stuff. So that's that's my highlight. Speaker 1 00:09:05 Fantastic, Speaker 5 00:09:07 Excellent. All right, for me, personal good news. I'm going down to San Diego for the three - day weekend, so I'm excited about that. See the new little one, and the other little one who's three, which is crazy. So I'm looking forward to the three - day weekend. From an employee headlines standpoint. Kudos to Charl for holding down the fort this week with Olivia out. Kudos to Mike and Monti for going on to baby to baby. And just so everybody here knows, the note I got last night says there is a very high probability that we are getting that account. Nothing's ever sure until you get the signed deal, but that sounds. Speaker 5 00:10:00 Very likely. So, Speaker 8 00:10:02 Verbal approval is not bad. Speaker 5 00:10:05 Yeah, likely approval is not a bad a bad thing. But we need to figure a lot of things out very quickly. So, Charl, I'll probably talk to you. If not today, then Tuesday next week, because I need to get some input from you. We're gonna need to hire probably at least another body. And I'll probably have to talk to Monti, and I'll probably have to talk to Olivia when she gets here, and then I need to talk to Sag when she's back. From a project management standpoint, we need to juggle some things. Yeah, Tuesday. I wasn't going to talk to you on Monday for sure. Oh, you're out. I know you're out, Monday. Did I say Monday? If I did, I meant I meant Tuesday. Speaker 9 00:10:50 Like you said later today. So it's like I don't need that going into the week. Speaker 5 00:10:54 Oh yeah, yeah. I would. Yeah, I'm not gonna talk. Yeah, I'm not gonna hear you. Later today. So, but but in a nutshell, and I don't want to take too much time because this just the intro. But but what I heard from Anzor, and this how it always goes, right? Is if they sign, they want to go live October first, which you know that's three weeks. And the other thing, the the good part is they're all cloud, which is makes things a lot easier than if they have a bunch of on prem stuff. The not so good news is they're very heavy Mac based, and they're very heavy Google based. From what I understand, I guess they're kind of a Microsoft and Google hybrid or something. So we're going to have to figure out how do we train more of our team to be Mac savvy and Google savvy. And I don't think we have to do it day one, but I want to get people into some kind of a training program to to bring them up to speed on both Google and Mac support. So. Speaker 5 00:11:53 And if we hire somebody, I want to hire somebody that has that skill set. So, those are going to be the topics to sort of mull mull around over the the time between now and when we talk, Charl. Okay, so let's move on to the to the next section. Speaker 1 00:12:11 Scorecard. You want to go over the numbers, Speaker 8 00:12:19 Mike? Oh yeah, sorry. Um, I. I mean, just forty - six thousand transactional sales last sign last week, and twenty thousand, almost twenty - one thousand in projects, and new MRR. Oh, the forty - three fifty — that's from Anderson. Speaker 5 00:12:38 Yeah, that was a beautiful hit. So, by the way, most people don't think about MRR being that big a deal when it comes to. You know when we sign big deals, obviously, monthly recurring revenue is a big thing. Of course, when we sign things like Flint Hill and Anderson and Sharp and things like that, of course that's a big thing to to call out. We get excited about it. But Vince was able to sign a forty, I think it was a forty-two hundred dollar a month deal with Anderson, for us to monitor and support their existing. Speaker 5 00:13:20 I think it was basically their wireless infrastructure is what they called it, and I think they were they had it with another another support vendor. We took that over, and that's a monthly recurring revenue of like over four thousand dollars. And I don't think there's going to be a ton of work involved, but but we I did ask him to do a turnover meeting, Mike, because Vlad, you and the team are going to have to figure out what is our commitment to this. On a monthly basis, and who's going to do it? And I have a feeling some of that's going to fall into the support team under Olivia and Charle. Like, what what are people going to need to do as far as, you know, reporting or patching or something like that? I don't think there's a ton of work involved, but they are a pretty specific client when it comes to making sure we deliver what we say we're going to deliver. So I want to make sure we know what that agreement. Speaker 5 00:14:15 Entails and that we deliver it every month. So, but that's a fantastic thing that that um Vince brought to the table for us. So, kudos to him. All right, team stress level was at three point five seven. That's not too bad. It's a little uh, it's a little bit elevated, but I don't know exactly what went into that. But at least we're not too too far above a three. I guess we got to find out also how many surveys came in. So I'll try to see if I can find out any details around that one. Um, I am not sure about the unhappy customer. I don't remember seeing that one come in. Do you remember that one, Charl? Oh, actually, I do. I think it came in under Jose, but I think it was. I think it came in toward. Speaker 5 00:15:14 I gotta I gotta go back and look at it. I think it came in from Weingart or something toward Jose. I gotta go back and look at that one. Do you know anything about the rest of these, Charl? If not, Speaker 9 00:15:27 It's fine. Um, I believe it is in Olivia's Brightgauge dashboard, which I shared with April earlier. Just grab it quick. Speaker 8 00:15:46 Pete, did you want to to look at the stress level results? Speaker 5 00:15:51 Yeah, we should probably look and see why they're elevated. Because we were kind of coming back down, two point six seven and three, and now we're at three point five seven. So we're we're back up there again. So I don't know why we're up. Speaker 8 00:16:04 Right here. Let's look at it real quick. Speaker 5 00:16:06 Take a look and see if if there's anything anything that stands out. Speaker 8 00:16:15 So from the last week, this is John. And then the previous week, it's Frankie, Aritz, Moritz. Yeah. Speaker 1 00:16:30 Kevin's not. Speaker 3 00:16:33 I have a feeling Moritz is going to be Moritz going to be this week. Speaker 1 00:16:37 I was just going to ask who's Adam. Speaker 8 00:16:39 Someone's probably put a bogus name in there. I don't know. Yeah. Speaker 1 00:16:45 Is that so? That's just that's an anonymous name, Speaker 8 00:16:48 Okay. Speaker 7 00:16:48 Yeah. Um. No real default, so yeah. Speaker 5 00:16:53 Okay. Do we know why John is at a five, and what can we do about that? Speaker 8 00:17:04 Probably foothill. Speaker 5 00:17:06 I'd assume. But why is foothill putting him at a five stress level? Like I get that it's more work, but why is it stressful? Work. Can we find that out? Like I want to. I mean, more work I get is more work, but stress shouldn't translate necessarily. I mean, more work shouldn't translate necessarily to stress. It just means your day is fuller, unless we're putting so much on top that you can't finish everything that you're expected to finish in your. Speaker 5 00:17:41 Time a lot. Speaker 8 00:17:42 Normally, Olivia would reach out. Did you want Charl to reach out, or did you want me to reach out. Speaker 5 00:17:46 Either one of you. If one of you can find out, I would appreciate it because I don't understand how he's getting hitting a five. I need to understand how he's hitting a five. Speaker 9 00:17:58 Look, I did have a check in with with John recently because I saw that you know didn't look very I don't know over friendly in one of our meetings. So I had a check in with him. And he's doing okay. He's just overwhelmed with you know the the workload at this stage, and he does have quite a considerable amount of tickets under his his name. But yeah, overall he's he's okay, but he is taking a bit of punishment at at this moment in time. Speaker 7 00:18:34 I think there was like a lot of onboarding, soft boardings with Hanna. This week it was like at least seven or eight. Why is John? Speaker 5 00:18:50 Why is John getting all those? Just because of him, John should not get all those. We got to fix that. Yeah, we have been saying that for a long time. So let's take that offline. But Charl, you and I and Olivia. I've been telling Olivia this for months. Just because it's Hannah shouldn't mean Charls is doing all the onboardings. And if that's still happening, we are we are changing that now. So if if people are thinking oh it's Hannah, John will do it. That is not the answer. So I will set up a call with John and and maybe George and I and you. Speaker 5 00:19:33 On Monday, on Tuesday of next week, and we'll figure that out. So, okay, I'm gonna put that as a to do for myself. Speaker 9 00:19:42 Yeah, it's got quite quite a number of onboarding tickets. Um. Speaker 8 00:19:51 And I saw some email. There's some also concern with like labmin setups or something. Speaker 7 00:20:00 No, by the way, there was an incident with the Marcelo and two. I don't remember two other accounts, and it was. Oh no! Yeah, we're good. Monday. No, no, I'm about like we were checking with we we were asking him for help with the communication. So I'm just. Oh, I see. Speaker 5 00:20:22 Okay, so maybe it all piled into John. So that would explain a five. And if we need to back off some of the foothill stuff and reallocate it to give him some bandwidth, then that's what we need to do. Also, so again, the foothill stuff that he's working on is probably not, you know, top priority. So if we need to lay back on some of that, then so be it. So, okay, all right. Number of tickets open looks like it went from. Speaker 5 00:20:58 A huge number down to a not so huge number. Thank you, Charl, for that. We were at 350 when you gave me the number on Wednesday, and we're at 289 today. Speaker 9 00:21:09 Nice. Wow. We're getting there, but I'm really hammering guys and holding them accountable at this stage. If you might get worse stress level surveys this week, Speaker 5 00:21:21 That's that's driving the stress level. I'm just kidding. That's that's a huge that's a huge swing. I mean that's I mean sixty sixty one difference in two days is a big big difference. Thank you. Time for ticket is also down by a notable amount, so that's that's pretty good too. I like to see that. All right, good trends on a lot of things. Stress level. I need to talk to John, and I'll I'll see if is. Speaker 5 00:21:57 If Moritz and if we need to talk to Moritzz also, I don't know if there's anybody else on the list that was pretty high that we can actually talk to. If they're anonymous, it's kind of hard to understand what we can do about that. But if there's anybody else we can help or talk to or help take things off their plate, let's try to do that. And I know we're trying to backfill some open roles. Speaker 3 00:22:29 Are you sure it's not you, Adam? Speaker 9 00:22:35 No, no, Adam, no. Be honest, are you Adam? I'm so stressed that I don't even fill in the survey. Speaker 1 00:22:44 All right. Okay. Well, let's move on to. Let's move on to the rocks. Speaker 5 00:23:05 I do have my rocks established, by the way. I'll probably trans transfer them over here so everybody can see what my goals are. But I've got them in my all ten. Speaker 8 00:23:14 So, okay. So, more efficient process for hardware renewals and EOL. I would say it's on track. Speaker 8 00:23:27 And then for client onboarding process improvement, I don't know, Julia. We I think we're off track on that one. Right. Speaker 5 00:23:37 I'm mute. Well, and I guess the question is, when Julia's out for the entire month of October, are we gonna are we gonna make progress before we get to that point or not? Speaker 3 00:23:45 I'm gonna try to get on track next week. We we're very close to end. Okay. It's never gonna be perfect, right? So I'm just. Keeping expectations, it's it's gonna be close to perfect, as much as I want to. Speaker 11 00:24:05 Okay. Speaker 7 00:24:11 Christi's not here. Password rotation for Wi - Fi and SSIDs for all clients. It's on track, and Palm instance project is on track. Speaker 1 00:24:26 All right, Speaker 5 00:24:29 And Olivia's. I know I talked a little bit about that one. I know we talked so in the client champion meeting about that. Call queue monitoring and reporting. I know we're working on that one. Did seem like we had a Jose issue recently. Charle, when we have issues with Jose, rather than waiting on Jose to figure them out, nothing against Jose, but if we can call our phone vendor directly, I think we're going to get better results. I think they probably understand the call flow better, perhaps. So, if that's a better approach, we can do that. And if Jose can help. Speaker 5 00:25:18 Work with them on it. That's fine, but I'm not sure he's going to be able to necessarily tell what happened to a call if it was supposed to go a certain direction and went somewhere else. I don't know if he's going to be able to tell that. If he can, that's great. If not, let's not wait too long to figure it out before we call our our call flow vendor. Speaker 1 00:25:42 Okay. Speaker 5 00:25:48 And the other ones, I think we're we're I'm working with Olivia, and so we'll call those all on track for right now. Speaker 4 00:25:59 And Vlad, so sales engineering process, I would say it's on track. Mike, you and I have a lot to discuss. I've sent you some stuff like right before the meeting, actually. So I would really like your input on that one. Customer network standardization. It's sort of on track. I haven't worked on it this past two weeks, to be honest with you, so this may be a little bit on a back burner. The inventory control, I've worked with Mark, and he showed me all the updates that were done, and it actually looks very good. So we need to all test this stuff together, I guess, with the sales, with the sales team, and with the procurement, everything. Speaker 4 00:26:45 Especially Fortnight training, I need to follow up with everyone. I follow up with my team with Mark and Miguel because I send that to them as well. But I don't think there has been too much traction on that, so need to go back and kind of force people to to do that. Speaker 1 00:27:02 So that's where we start. Okay. And April. Speaker 6 00:27:12 Okay, so on my end, phase two billing automation, this is on track. We've already had a discussion about the spares for each client, but there are a few clients that we need to finalize, and I'm gonna finalize that with Olivia once she's back. And also, we need to revisit the monthly computer reports in BrightGage. So I have a meeting with Mike and Olivia to discuss that as well. Our cross-training process is also on track. We have a few more trainings left for this month, and then. We're already complete on that one, and client agreement mastery is off track. I haven't had a chance to revisit some agreements since last week. That's all. Speaker 1 00:27:52 Thank you. All right, Speaker 10 00:27:58 And Alisa. On my end, AP payroll and month end continuity cash flow forecasting that's on track. We're getting a few more people people to help Marco while I'm away, so. We're getting we're getting the match needed extra help and support for the PTO tracker automation. I'm almost done with the cloud generated, uh, PTO tracker app. It's I guess it's already in the 90 to 95 percent progress overall. It's in good shape. Um, just putting on the final touches before I submit it for review and approval. Speaker 5 00:28:34 Thank you. Okay. And you can mark all of Olivia's on track April if you want to drag the on tracks over. Perfect. Speaker 1 00:28:47 Okay. I have a few things for IDS. So PM support, B2B potential, timesheets. Speaker 1 00:29:10 Phone support, or sorry, phone stipend and benefits. Speaker 5 00:29:21 And annual reviews. These will all be fairly quick, but I just this is the team I want to talk to about this. Truly damaging. Speaker 8 00:29:34 Yeah, if you could add in Intune deployments. Speaker 11 00:29:46 Julia has her hand raised. Speaker 8 00:29:53 Julia, Speaker 3 00:29:54 You're up. Oh, um, I'd like to take a rock, um, on around projects and ConnectWise. So we created this one project, a new board for project discovery and handoff. So basically, just to streamline the process, right? So, so when we work on a on the pre projects, when there is a tickets, we want to make sure everything is in one place. So when it's hand off to project management team, they know who's involved, who was working on it, what kind of scope of work there is. So, just kind of give you that, and then once. Speaker 3 00:30:37 Once I'm done with that board, I think I'm gonna. I would like to also look at the project board itself, just to like a background, backend of the project board to see how tickets tickets are set up, why I'm seeing that sometimes people miss the tickets that I assign to them, just like a workflow process for that. So that's my rock. Speaker 6 00:31:04 Oh, that's a rock tree. Okay. What was that again? Project board. Speaker 3 00:31:11 Basically, ConnectWise project board and pre - project board. So we created pre - project board for service tickets. Speaker 1 00:31:22 Okay. Okay. Anybody have anything else for IDS? Speaker 1 00:31:41 All right. Speaker 9 00:31:42 Not at this moment, Pete. Speaker 5 00:31:43 Mike, do you want to start with your Intune deployments? Speaker 8 00:31:49 Yeah. So we've been talking about this for a really long time, and and if especially now that we have a relationship with Lenovo, I think we it's time to really put effort Intune leveraging Intune. I talked to Sorios, and they say they save like multiple hours per deployment leveraging Intune. So. If if we don't have bandwidth or anyone here that can do it, we can use a third party like Rubrics, which is a third party company that helps MSP do this, or we can leverage Sorios. They do this now, but I think it's we. That's one of our biggest concerns is we spend too much time on computer setups, and we're not leveraging Intune. Speaker 1 00:32:32 So. Speaker 5 00:32:40 Who should we get together to to make this happen? Is that is that George for the onboarding? Is that Olivia and you, Charle? Is it? I think Matthew probably needs to be part of the conversation because he was. I mean, it depends on if we're talking about Intune. Are we talking about Intune from a from an all device deployment standpoint? Are we talking about? Speaker 8 00:33:09 Computers, just computer deployments. Speaker 5 00:33:11 So it's and Matthew is Matthew is working on basic imaging. And so it seems like this should be sort of the George and Matthew and Olivia type conversation. Speaker 8 00:33:27 Do you disagree? I don't. I don't know who would handle that. But I know we've been talking about it for a really long time. And I think we can really. It make that way more efficient than it currently is. Speaker 9 00:33:41 Yeah, that'll definitely be a Matt, George, and Olivia set up. Speaker 5 00:33:47 So, Charle, would you mind just passing this along and facilitating getting something set up? You don't necessarily have to be an active participant, but would you take this as a as a to do to to maybe get something on the calendar for when Olivia's back? Maybe just. Maybe just set up a call with the right people, and you can make yourself optional. I mean, if you set it up, you have to, I guess, you don't have to necessarily attend. But we can, and you can include Mike and I in there, and then we can figure out what what we need to do to to get some traction on that. But I don't, I I do not disagree with you, Mike. I think the more we can leverage a manufacturer or a third party to get some of these things automated, the better. Speaker 5 00:34:34 I would love to actually get to the point where we can have some of these machines come imaged, but we got so many different images that we've got for different clients that that makes it probably cost prohibitive in a lot of ways. But I I don't know. I know Matt Matt's working on options there, but he's pretty buried in Foothill now, so. But I don't think he's making a lot of progress at this point. But that was one of the things he was working on before Foothill came along. So, creating images and and using using some tools to help automate the onboarding process. Speaker 8 00:35:14 So yeah. So just reminder, we also have external resources if we're too busy or need help. Speaker 1 00:35:20 Okay. I'm good with that. Speaker 5 00:35:30 Okay. Anything else on that one? All right. I guess we'll go from the bottom up. I am looking at potentially trying to get a list of returning visitor time with the company and trying to get some type of an annual review process in place starting next year. I don't know to what extent that's going to happen, but I'm working on it. I asked Alisa if she can get me a list of when everybody joined the company, when they last had an increase. I don't think we've had any sort of a formal review process here. I don't know exactly how we're going to do it, but I'm. This is more informational. That I'm trying to get something in place so that at least everybody gets some sort of an annual feedback and and potentially some type of an increase if we can formalize that a little bit. Speaker 5 00:36:27 So that's on my radar. From a benefits perspective, I mentioned this in the all hands. I think we're going to add a life insurance option for U.S. folks next year, and I would like to be able to have the company contribute something additional toward benefits in 2027 when the renewal comes up, and I think that's in April. So. More to come on that as well. We'll see what comes out of it, but I just wanted to share that we're trying to make the benefits more attractive for not only new hires but obviously for our existing employees. So I'm hoping that that will help boost morale a little bit, give give people a little bit more on the benefit side, and I guess in general, you know, make our company stand out a little more. Speaker 5 00:37:26 A follow up on the phone stipend. Has everybody here communicated to your team members, the ones that we said were going to be eligible for phone stipend? Has that been communicated? Because I want to make it effective, but then I didn't get to hear from Olivia if she actually communicated it. And I don't know, Charle, if you have any idea if it was communicated or not. Last time I talked to her, she said she had not. Has everybody else communicated it? Speaker 4 00:37:56 I Spoke with Frankie and Reza and Andres, so they were. Speaker 5 00:38:01 Okay. Because I would love to do it in September, but I can't do it until everybody that's going to get it knows about it. And Anzor said that a couple of his guys don't want the stipend; they want a separate phone. So now I got to go find a cheap phone. And it's only going to be the stipend is only going to be available to the people. Just so you're aware, Charle, it's only going to be available to the people that we are requiring to be mobile, but be available. So folks like primarily that work out of the LA office that go that get dispatched to client locations, but we still need to be able to get a hold of them on Teams or whatever. So because most other people sit. Speaker 5 00:38:50 At their computers, and they really don't need to have a stipend, but other people that we basically say, you're on the road, you're out at customer sites, you are, but we still expect you to answer when we call you. We're there. Different things in California, especially that say we need to give them something to expect that level of response. So we're going to give them, I think, thirty or thirty-five bucks or something a month to offset that cost. But we want to communicate that to the people that we determined would be on the list, and it was primarily folks that work at customer sites or out of the Los Angeles office. So I think it's like the Sharp folks, the Foothill folks, and the folks in in the headquarters office. So if if Olivia has not communicated that yet, though, Speaker 5 00:39:46 I guess I need to wait for her to come back next, the week after next, and then I guess Alisa. That means she'll be back. Let's see, the fourth. She'll be back on the fourteenth, I think. So hopefully we can still make it effective in the check on the twenty-fifth. So let's just plan to have it on the check on the twenty-fifth, and we'll just make sure everybody knows about it. Speaker 5 00:40:16 That fair, but let's leave it out. I guess of the one of Dmitri and Pepe's checks, and we'll have to figure out how to get them some other kind of phone. I don't know what we're gonna do. We'll get them some cheap. Speaker 4 00:40:29 I don't know. There is a company called Simple Mobile, and it's actually very good. Prepaid twenty five dollars a month, and they give you both regular service and internet service. Internet might be capped at five gigabytes. Speaker 5 00:40:43 That's fine. They don't need anything more than that. If I gotta go to Walmart and get them one of those whatever, Speaker 4 00:40:49 I'll send you the link. Speaker 5 00:40:51 Okay, yeah, let me let me know what the cheapest option is, and we'll just go get them whatever that cheap thing is. And as as long as we can get Teams on there and it'll work, that's that's all I care. Speaker 4 00:41:01 Those those are Android phones. Speaker 5 00:41:04 Okay. Yeah, it's got yeah you're right, Charle. It's got to connect with 365, and we probably have to make it work with a YubiKey. So those are the two things that we got to make sure it's gonna it's gonna do. So. Speaker 5 00:41:17 Okay, timesheets, and I mentioned this in the all hands, but it's really important for all of you as supervisors and the folks that are not here as supervisors, especially with Alisa going to be out. Please enforce with your teams, get their time entered, especially, I mean, well, both in Connectwise and in TriNet by the deadline, right? The deadline, especially for payroll. So you know the the last day of the month and the fifteenth of the month, so that the supervisor on the sixteenth of the month and the first day of the following month can review the time, get it approved, and get it done. Because when Marco and whoever else is helping her have to check time sheets, get back to people to correct them, get payroll done, and they're short staffed and they're trying to figure stuff out. They're already under the gun, and I don't want to put any more pressure on them just because people are not. Speaker 5 00:42:15 Doing what they're supposed to be doing, so please help them out, please, and and please express to your folks how much pressure it's putting on them if they don't do it. We all want to help each other out, so that's it's it's even more important during the October, November, December timeframes than it than it is normally, but it's always important. So. Baby to baby, I mentioned that it's most likely going to come through. It could fall through at the last minute. Who knows? It would be a great thing to come through, but it will be a time crunch, and that sort of segues into my next question. And this is kind of for Julia and Vlad mostly, but if this does come through, and they do want to go live October first, that's a that's a tall order, right? Obviously. Speaker 5 00:43:05 It's big for the project team. It's going to be big for the team in in the Los Angeles office. The onboarding team. It's going to be big for the project management team, and then subsequently, it's going to be big for the support teams. With Julia starting to be out, when is your first day out, Julia? You're muted. October fifth. October fifth. So. What my thoughts are, and Vlad, this is where I need your help. Is I need I'm going to probably need Miguel to pick up any project that is not onboarding related that he can possibly handle, that Julia is handling or Seg is handling that is not onboarding related, and I need you to look at Mark's. Speaker 5 00:44:03 Workload and find out if there's anything he can pick up, and then Julia, I would potentially need you to sort of help balance through September any pre-work along with Seg, if Baby to Baby comes through, because effectively what I'm thinking is Seg takes Foothill, she continues to manage the WSG Gaming project, and she takes. Baby to baby, if it comes in, but those are all the things she can handle. Everything else has to be on somebody else's plate. So that's going to have to be Miguel and Mark while you're out. And I need to see what kind of bandwidth Miguel and Mark can handle from a project management standpoint. Now, I don't think there's anything else, honestly, that's that huge. Speaker 5 00:44:57 Hopefully by the by the end of September that we're aware of, but I don't know what's out there, so we need to look at the project list together when Seg's back, Julia, and kind of see what's there. But if Mark can take on one or two projects that are not that big, and then we can kind of get a lot of the legwork done before Julia is out, and then it's kind of working through the actual onboarding tasks once the activity starts October first again. Anticipating that it comes through and it is an October first go live, you know maybe it's mostly residual at that point. We'll have to see. But I'm just kind of anticipating a lot of things here, just because you know we're we have people that are going to be out and we've got a lot going on right now. And then obviously from an ongoing support perspective, Charle, we have to be thinking about. Speaker 5 00:45:53 What kind of skill sets do we need? How many more bodies do we think we need to support an 80-person, mostly Mac and cloud-based customer? I mean, the good thing about Macs, honestly, they they're sort of they're not Windows, so they don't break as often. Speaker 9 00:46:14 But I will tell you the configuration, and if something goes wrong, it's usually a little bit more difficult to to fix. But on the other end, not so much. It's pretty straightforward whether something can work or not. But in terms of its overall stability and its ability to, you know, keep on working, I don't think we're going to have so much issues. Yes, the initial environment setup things might be a bit tough, but after that, I foresee we're going to be pretty. Pretty stable. Speaker 5 00:46:45 Yeah, I think that's kind of how I look at it. I think it's fewer tickets, but when we get tickets, it's harder to fix. That's kind of how I look at it. So, I think we're going to have to have a strategy on how we go in and actually install our stack and do all that kind of stuff. So, because I don't know, like Monti and George and those folks, I don't know how familiar they are with, you know, installing all of the things that we install. On Macs, if they're if they're as comfortable with that, so we probably want to do a few dry runs with them and that kind of stuff. So anyway, again, it's not it's not even signed. It may not even come through, but I want to anticipate and think about it before it happens, so that we're not scrambling as much if it does. So that's what I had. It's an exciting time, but it it also is, you know. Hopefully, we can get over a few more hurdles at Foothill before that. Speaker 5 00:47:40 That happens so that foothill gets a little bit more stable by the time we have to be dealing with with another one. So, all right. Anybody has anything else for IDS or anything else we want to talk about. Speaker 3 00:47:55 Just thinking out loud. I know I've heard that Vana was interested to to. At least learn how to do projects, and I think also Gabi is really good at project management. So just throwing it out there, maybe like as a backup to help Seg, especially again if it's baby to baby. We're going to need on-site visit. I cannot go on-site and then go on vacation, right? Speaker 5 00:48:37 Yeah, I mean, we're gonna have to. Yeah, we'll have to have somebody that's kind of the on-site presence. Of course, we'll have to figure out who that's who that's gonna be. And maybe, you know, maybe it's Monti, maybe it's Vana, maybe it's somebody else that we can that we can have, kind of be that that person. We can. We're gonna have to figure that out too. I don't know if it's gonna be. I don't know if George is going to have the bandwidth, but we'll have to talk about who that is. And you know, in this case, maybe it's going to have to be Olivia, right? I know that she's not that local, and I know it might be a hassle, but maybe she has to kind of be that presence this one time to kind of fill the gap. We'll have to see. But and it doesn't mean she has to be there all the time. But she might have to. She might have to make a. Speaker 5 00:49:34 A trip a week for three weeks to kind of show her face and be a presence there or something, and that's okay. But. Speaker 5 00:49:46 We'll figure something out. Speaker 1 00:49:48 And maybe we've got some room to flex, right? Maybe we can say, " Hey, can we do November first instead?" I don't know. I think this is just what Anzor told me, like in the last two days. So. Speaker 5 00:50:04 I don't know how firm they are with all of this stuff, Speaker 8 00:50:08 But remind Anzor. Technically, they were supposed to have made a decision by August 28. Speaker 5 00:50:13 Yeah, I mean that's that's the yeah that's the that's the thing, right? I mean I don't I think we we should have some leverage to push back and and say hey if we can't be October 1st. Speaker 5 00:50:29 That that's lots of reasons to not waive the onboarding fee. It's not lots of reasons not hold us to SLAs. It's not lots of reasons to not expect it to be a smooth transition. It's lots of reasons to lots of things. So, yeah, there we go. Exactly. Speaker 8 00:50:44 All right. Yeah, and and to be clear, when we say go live, that's starting onboarding. There is no expectation that we're taking picking up full support. Speaker 5 00:50:54 Yeah, I don't. That's what I don't know. I I don't know what that expectation really is. I have not had one single conversation. It's been like you have been more involved in this than I have, Mike. So it's been you and Anzor and Monti that have actually met these folks. Speaker 8 00:51:08 Oh no, I met. So traditionally you want one about a month of overlap. You want to set that expectation. Speaker 5 00:51:13 Oh yeah, yeah, yeah. I would. Yeah, that's what I would hope is. But I don't. I have no idea. I don't know if they're planning like a a clean cut or what. So I. And and Anzor's going to be out until I think Monday, so we'll see. Yeah, you know, and then yeah, Speaker 8 00:51:31 Yeah. We we can help them, but they need to have we need time to work with them to let them offboard and let us onboard. Right? It's cannot just it's not going to work. Speaker 5 00:51:44 Yeah. And if everybody would would bear with me for 60 more seconds, Charle, I think this will be very interesting, mostly to you and Julia, but um. Wayfinder, just for your information. So, I think some of you are aware, but our our old CFO Robert Lou is on the actual board for Wayfinder. The Wayfinder project, as expected, we were we were brought in to basically migrate a bot SharePoint migration that they kind of halfway had done back in. Speaker 5 00:52:21 January, February. I think we started it in March. We hope to have it done by no later than like the end of April or May. If we're in September, I think it's halfway done. We did like the file server migration. We still haven't done the actual SharePoint migration, of the halfway SharePoint thing that they have. Long story short, they've had minimal participation. We basically said went out of this mess, but we don't want to get a black eye on it. We talked to Robert, who's on their board, and said went out. Robert told their CFO that went out. Their CFO called their head of IT, and that came back to Anzor. And our our position is: you basically either need to let us out or. Speaker 5 00:53:16 We need to take over, or we need to do something major because we're not, you guys aren't aren't dealing with what needs to be dealt with. I don't know what's going to come out of that. So, I you know what what we really want is to finish the project and get it done. But they're not skilled enough to take it over, and you know they could say, hey, we want to give this to you guys to to run with at some point. They may not do that. But anything can happen. I think ultimately we just want to get rid of this thing because we're done with it and it's taken way too long. But there could be something that comes out of this at some point later in in in in time as well. But who knows? So the wayfinder thing is still kind of. Speaker 8 00:54:03 A oh I've got one more one more thing to discuss. Okay. Right. And Anton, you know. Correct me or stop me if I'm wrong, but one of the things I just want to put on the radar for the leadership team is, is I've noticed it also, but with Foothill, I know it's way too early, right? But I just want to remind the team that when we're doing Foothill, we don't want we want to almost pretend like they don't exist. So we want to be onboarding them as if Crimson is going to be supporting them in absence of Reza, Frankie, and and Andres. One of the concerns that I have is. Speaker 8 00:54:41 I think we're relying. We have to kind of rely on them, but they're really slow to respond. So I'm not sure if there's a way we can ease them. You know, Vlad. You know, maybe this is. Oh, Vlad's gone. Vlad still here. Speaker 7 00:54:59 Looks like he's gone. Speaker 8 00:55:01 Ah, shoot. Okay. Well, Speaker 7 00:55:07 I have the same. I have the same feeling. With the foothill, they are not responding, and it's taking too long even for the very simple tasks. And like, I don't know. Speaker 8 00:55:23 Yeah, because with baby to baby coming on board, if we don't have that onboarding documentation almost complete by the end of the month, that's really going to make things difficult. Because then we're going to have to focus on baby to baby, and we've had like almost two months to get this documentation done. We need that. I need that to help architect that solution. I'm going to need at least two, maybe three months, because no one knows that environment, not even Reza. So just want to put that on the radar. That's a big concern of mine. So we need to get that. We needed get. We need to do it in parallel. I think right now we're just thinking linear. Like you know, let's fix all the assessment issues. Speaker 8 00:56:06 But I think we should have a team that, in parallel, really focuses on that documentation, because without that, we're it's going to be really hard to get it later. Speaker 5 00:56:14 We should bring this up, Mike, in the next in the next standup, because this is not the right team to talk about that. Speaker 8 00:56:22 I see. Okay, Speaker 5 00:56:22 I wasn't sure. No, I mean, if if Vlad were here, he could help, but I mean. We we gotta we gotta impress upon the team the importance of that. We don't have to bring it up as a result of baby to baby, but I think we have to bring it up as as the importance of it happening, because I agree I agree that we got to get the documentation where it needs to be. But I don't I guess I don't want. Speaker 8 00:56:48 Your initiative to cloud it. You know you said just get the networking stuff done. I don't want this crimson initiative to, Be what's driving Foothill. Foothill, it needs to be its own separate documentation initiative. Speaker 5 00:57:01 Got to get down. Yeah, I guess I don't know who's responsible for it though. Like who who has the responsibility for doing the documentation of whatever it is we need documented. Speaker 8 00:57:12 I think Patrick was assigned to take point, but I don't think onboarding. Yeah, I don't think Patrick knows. This is one of the things I'm working with with Julia. Right, we got to figure out this. This is part of that whole fix onboarding. Because I've noticed with every single onboarding, we don't we don't get good documentation when as soon as we should, and it creates issues for the rest of the team down the line. Speaker 1 00:57:37 Okay. Speaker 5 00:57:41 Okay. Yeah, let's let's let's have the topic pointed to this maybe for one of the calls that Seg has next week. Okay. All right. Cool. Speaker 1 00:57:55 All right, thank you all. Speaker 5 00:57:58 Anything else? Thank you for the team deployment. Everyone have a wonderful weekend. Enjoy your three days off. Have a quiet weekend and a restful weekend, and we'll talk to you all next week. All right, thank you guys. Have a great weekend. Bye bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=e766ab4c-2bce-452c-9a65-5b32e9a868dc&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODU1NTk4MSJ9.CgoKBHNuaWQSAjY0EgsIrsz628CyxT8QBRoNMzQuMjA0LjIwMC42NyosZ1ZqdjI2NUlLaEx0TGN6dVo0TFNqMk9VT2twOEU4TFJwajRVWWhVek9KUT0wmgE4AUIQojgDRbJgAAAgBaAoqa0Ff0oQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.mIfLG6EleF1zfgz8YGU28K58c5cU-39S6Wgyc2TnaJA&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	Crimson IT	n/a - Christi did not attend	DELIBERATELY NOT LOGGED. Crimson weekly resource-planning meeting 9/4. At 00:56 a participant states "Christy is in a training with Ability First" - Christi was NOT in this meeting; she was delivering the AbilityFirst Adobe Acrobat training, already logged as entry 906901 (9/4 11:00-12:05). Logging this would have double-counted the same clock hour.	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\2 - Internal Operations\Meeting Recordings & Transcripts\Crimson\Meeting Transcript - 09-04 Weekly Meeting Resource Planning, Project Updates, and Team Metrics.txt	—	✓
09-03 Meeting: AI Prompt Engineering, Governance, and Copilot Adoption	> **Date:** 2026-09-03 10:26:43 > **Location:** [Insert Location] > **Participants:** [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 5] [Speaker 6] ### Meeting Notes #### **Discussion on AI Prompt Engineering and Libraries** - **Description** - The group discussed the effectiveness of leveraging a prompt library as a starting point, especially for new or infrequent Copilot users. - One speaker shared having pre-built about 102 prompts for a pilot group; teams then iterated on these to create their own versions. - A key challenge: users often forget the prompt library exists, indicating a need for reinforcement and training. - Core components of effective Copilot prompting were outlined: role/perspective, task, context, and output. - Context was emphasized as the most crucial element, requiring attention to audience, prior events, and source documents. #### **Practical Applications and User Experiences with Copilot** - **Description** - Copilot has significantly reduced time on tasks such as analyzing lease amendments by consolidating information into a notebook for querying. - It’s also being used to analyze historical data—e.g., lease signing trends over the last ten years in Chicago—to identify patterns and peaks. - A major challenge is the cultural shift needed for employees to integrate AI into workflows, given habits of manual task completion. - One example: an employee cut a four-hour task to 15 minutes using Copilot after overcoming initial resistance. #### **Introduction of AI Expert Christi** - **Description** - Christi, CEO of Crimson IT and an AI expert, was introduced to the team. - She has over two and a half years of deep experience with AI tools like ChatGPT, Claude, and Microsoft Copilot. - Her work includes rolling out AI solutions for clients—about five Copilot rollouts per month—focusing on governance and business use cases. - She noted AI is no longer in a pilot phase and is being actively integrated into business operations. #### **AI Governance and Security Gaps Post-Deployment** - **Description** - A primary post-deployment issue is “permission sprawl,” where lax data labeling and expired public shares create security vulnerabilities. - Copilot can surface sensitive data, such as payroll information, if it’s stored publicly without proper labels. - Preventative measures include enforcing sensitivity labels, auditing publicly shared files, and establishing clear data retention policies. - Governance is also challenged by Copilot Studio agents and connectors to external data sources (e.g., Salesforce), which require formal review processes. - Maintaining an AI governance committee and a designated policy owner is crucial for continuous monitoring and policy review. #### **Managing Shadow IT and AI Tool Adoption** - **Description** - The best approach to control Shadow IT is a clear, concise, and easy-to-follow acceptable use policy. - The policy should list approved tools, define what data can be used where, and offer a fast-track process for requesting new tools. - Technical controls like Microsoft Purview can warn or block sensitive data from being pasted into unapproved web AIs. - Microsoft Defender for Cloud Apps can identify unapproved AI tools in use and assess their risk score. - The most effective control is fostering a positive culture by providing sanctioned, effective tools like Copilot and offering robust training. #### **AI’s Role and Limitations in the Workplace** - **Description** - AI should be viewed as a tool or an “intern” requiring supervision and cannot replace human judgment. - AI predicts the next word based on training data; it lacks true understanding or personal history. - Training data can be flawed, with portions rewritten by other AIs—reinforcing the need for human oversight. - While up to 70% of certain work can be delegated to AI, the remaining 30% requiring judgment will always remain with the human user. ### Next Arrangements - [ ] Christi will send updated cheat sheets for HR, finance, and prompt examples to Ronell. - [ ] Ronell will share Christi’s resources with the team upon receipt. - [ ] Schedule a follow-up training session with Christi toward the end of the year, aligned with increased Copilot adoption. - [ ] Define and launch a reinforcement plan to remind users about the prompt library (e.g., periodic nudges, training snippets). - [ ] Establish a retraining plan and timeline for Alere’s team on data labeling and governance. - [ ] Set clear next steps and goals for using Copilot to analyze lease trends (scope, metrics, timeline, responsible owners). ### 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 discussion highlighted that users often forget the prompt library exists. A specific action item to create a reinforcement or reminder campaign was not defined. > 2. It was noted that Alere's team needs retraining on data labeling and governance. A concrete plan or timeline for this retraining was not established. > 3. The team is exploring using Copilot for analytics on lease trends, but this is still in an experimental phase ("playing around in the background"). No clear next steps or goals were set for this initiative.	Sep 3, 2026	Speaker 1 00:00:04 Been extremely helpful. We have one person. Twelve of them are testing. Yeah, Bonnie. Yeah, yeah. Testing. Yeah, I am. She uses her. She uses. She uses. It reduces them. It kind of gives them a perspective to sit back and look at it from more of a higher level. Speaker 1 00:01:04 Have you guys tried. Speaker 2 00:01:12 Taking that prompt from Honey's interface and having someone else try it, comparing output? Yeah. I think that's one interesting thing we've talked about this at work, but at PTC, like individual productivity, team, or even enterprise, and like just the difference in results that you might get. You know. I would imagine, I should imagine, just from the modeling. Speaker 1 00:01:46 That was applied to this case. Speaker 1 00:02:05 It's a great question. Maybe it's something that you've actually played an editor 65 agent that would have been so fast to do that and has that instructions that exactly. Maybe we can share that out with people who need it. Or question I was actually going to ask about. Or in Europe, they've played around with the prompt library yet? How do you get something to work? Close with that. Being able to publish prompts out to maybe. Speaker 3 00:02:35 Prebuilt a bunch of prompts into the prompt library when we first started our pilot group. There's probably I think I had about 102 prompts that I divided up by different verticals. It was helpful in the beginning, and then what we found is the teams would kind of take them and iterate on them themselves, and they would they would take their own. So I think it's a really good it's a good starter guide or for people who aren't in copilot every single day. It's a it's a nice way for them to go in and do it. It's very easy to get everything uploaded, especially if you've got them pre built. You just upload a CSV file and you can bulk upload. The one thing that I did note, you almost have to remind people that it exists. Sometimes they forget. Speaker 4 00:03:17 I was. Speaker 3 00:03:18 About to say that, Brad. Yeah. So as we as we went through the pilot period, you know, the first week they use it, the second week they didn't use it. I'm like, hey guys, what happened? Like, oh shoot, we forgot. So. You know, there's there's a there's a training there's a reinforcement piece there that's always going to come into play. But very, I thought I think it's really easy to set up, and I think there's a lot of value there, especially for people who aren't always thinking about the correct way to engineer a prompt. Speaker 1 00:03:45 Yeah, I think from the leasing side, just doing the the budgets this year was was interesting because we were able to accept some some notebooks, right? You know. Different amendments, and it's been nice to be able to fly, if you will, versus going in and looking at the lease three amendments and be able to put everything into a notebook and then ask to who's where. Who's responsible? Is there? That's a huge time saver. Who's else needs to be able to clarify this? At lease. Speaker 1 00:04:35 You know, structure anymore. They're going to leave on our Facebook. We don't sleep. I took our old dashboards and looked at that, laid out to get a timeline of, or sorry, lease signings to see kind of what our average was at least for Chicago, right? The last ten years, what's our how many leases get signed every single month, right? And trying to find that kind of trends, or looking at budget going out, and thinking based on our you know market talk of, yeah, they're going to do it in April, and all of a sudden we got nine leases, and we start to look at the peaks and valleys, and when things dip the next, and put some you know some analytics behind smoothing out that line, and just trying to find some trends in, is it a size range that's you know has been. Speaker 1 00:05:35 Hundred thousands or more, so we're still playing around in the background, trying to get some additional tools, but it's really yeah. Speaker 4 00:06:02 Great, that's great, everybody. Well, well, thank you all for sharing and. Again, appreciate it. We'll we'll we'll start working on as everyone starts getting closer to sharing out what you guys are doing and keeping everyone abreast of what's happening from a co-pilot standpoint. It looks like we got Christy on now. Christy is the CEO at Crimson I T, which is a Leers managed service provider. She helped with the implementation and training. Speaker 4 00:06:33 For Alere's team, and I thought she did a great job of providing information and the training. I I asked her, I poached her for like 30 minutes if she'd come over and speak to the team and and what she's seeing in terms of copilot with with her clients and what she's been doing, and and also again helping out Alere. So hey, Christi. Speaker 5 00:06:55 Hi, might help if I came off of mute. Hi everybody. As Ronell said, my name is Christi or Chris. Most people call me Chris, so just feel free to call me that. I have been working in AI since the inception of AI, so I've had clients galore start talking to me about it a long time ago. And so Crimson decided, hey, let's let's dig into this. This is going to be going to hit big and things like that. Speaker 5 00:07:29 A few years back, I was writing applications using ChatGPT, and then you know, then they made this the Copilot and the Codex and all the stuff. Claude Code. I have been deep into it for now over two and a half years, where it's taken over about 60% of my week. And I'm still a CIO, so I'm still dealing with all the other things that CIOs deal with. I'm, you know, talking technology stack and governance and, you know, compliancy. I'm still doing all of that, but now 60% of my week is spent, honestly, rolling out Microsoft Copilot or Claude or ChatGPT to a lot of our clients. And right now we're we're averaging about five Claude, I'm sorry, five Copilot rollouts a month. Speaker 5 00:08:20 If not more, so it is something that's hitting hard in businesses right now. I'll be honest, AI is no longer a pilot. It's already Copilot Chat's already in everything Microsoft already. Even if you don't have a license, you still have Copilot, and people are testing it out and trying it. But the big question is, is it governed or not? How is it being rolled out? How is it looking for different organizations? Have organizations put the method in that they need? So that's what I do. I go in and talk to people and make sure that everybody understands what AI can do, and give them business cases and use cases, and teach them how to make better decisions and things like that. So, real quickly, how many of you guys feel? Speaker 5 00:09:14 Feel like you have a good handle on Copilot. One, all right. How, Many of you would call yourself a beginner AI person? All right, Ali. Anybody else? All right, so you guys are my third class for today, and you guys aren't even a class. So just heads up, I've been going strong today. If I talk too fast, please tell me to slow down. Ronell, thank you for recording it. I also have a transcription service that I use that transcribes all my conversations, so I can also send out my notes as well. And I will send out a document that I wrote not too long ago, and I am updating it for this month because guess what? AI is changing a lot. I will tell you how many of you have used Claude. Speaker 5 00:10:15 Okay, how many of you tried Claude 5.1 this week? How many of you realized prompting is now different yet again? All right, I wrote an entire program with Claude yesterday, brand new operating system for myself using Claude, and the prompting has changed on that. How I prompt Copilot versus how I prompt. Claude and how I prompt Opus is entirely different for each one, and I say this because I jumped in and you guys were talking about prompt engineering. I was just having a prompting class with another client, and I took them to the very basics of just using AI today. And so prompting for them because they're we rolled out Copilot to them is four items. Speaker 5 00:11:10 How many of you guys know what the four main items of prompting is, especially in Copilot? You guys were discussing it. Anybody want to take? Speaker 4 00:11:22 Did Giancarlo to answer all these questions, by the way. Speaker 1 00:11:24 What your goal is, what the output is, what you, what the goal of it is, how you want the output. I don't know the other two. Speaker 5 00:11:37 You're very very close. That is that is the new Claude prompting titles I give. For Copilot, it's role or perspective is number one, task is number two, context is number three, and output is number four. So you're very close. I love it. What is the out of any model that you prompt? What is the most important out of those four? Giancarlo, you should know this one. Speaker 5 00:12:06 You've been in enough of my trainings. Speaker 6 00:12:07 I'm letting somebody else answer. Speaker 5 00:12:13 It is context, yes. It is the most important. The questions that I give people when I'm describing context to them is: Who's the audience? What happened before? What must not change? And which document is the source? So for any of you guys that. That have ever done, have ever looked at that. That is what I give. And you know what, Ronell? Do you have a copy of all my cheat sheets? Did Giancarlo send those out to you as well? I don't think I sent them to you. Speaker 4 00:12:46 I don't think I have those. I got the last email with the dates, but not the not the cheat sheets. Speaker 5 00:12:52 Okay. I tell you guys what. I will send to Ronell some cheat sheets. I'm actually updating them this week. Once I get them updated, I'm going to send them out to Ronell. He can pass them over to you guys, and you guys can pass those off to your staff. There's going to be cheat sheets for HR, finance, things like that. But prompting, I've got some prompt examples that work really well in Copilot. I will be honest. As much as I've rolled out Copilot, I will tell you guys, I use the same playbook every time, but I do it at a different pace. Speaker 5 00:13:27 So just like people within your company have different abilities, and you roll it out to different departments at each different paces, I roll it out to each client at a different pace. I will say, Giancarlo' team is probably the second best I've ever rolled it out to, only because there's one company of all technical users. Alere can't be number one on that because they actually took to prompting right away. But I will tell you, there's a governance item that they missed out on. That looking back at it, we we got to retrain on some things. What is your biggest headaches? I'm I'm the kind of person I'll start calling on people and be aware I've not had coffee yet today. So what is your what is your biggest headaches right now as you're thinking either thinking through. Speaker 5 00:14:24 Copilot, thinking through the rollout or your mid rollout. What are your biggest concerns. Speaker 4 00:14:29 Christi, I'll jump out there. I'm just gonna just I would probably say the culture shift in trying to use it. So I think we're a number of people, and I think this is across the operating partners in general. Is that people are so used to doing things themselves now, and so taking a step back. To then start the process process with Copilot to help it do that task for you because they're saying like I can just do it myself because I've been doing you know doing it all this time. So you missed a Jeremy had a an example earlier where someone it took them four hours to do something. They finally sat down and spent some time with Copilot and now Copilot was able to do it to do it for them in 15 seconds. So 15 minutes. So I think those are cultural mind shift maybe the first thing I would say. Speaker 5 00:15:22 Not. Yeah, that is one of the number one things I see. I literally, oh sorry, Speaker 3 00:15:27 Go ahead. I was just gonna kind of add on that. That's been one of the big things that I ask people to do, even before, you know, we've gone live, is in their day to day life, beyond, you know, because it wasn't, it's not authorized for everybody at in the office. Just get used to speaking the language of AI and and think through that. I've likened it to kind of learning a new language where you need to immerse yourself. And and live it a bit, and I think that's been a hard thing for people to wrap their heads around because you have some people who see the stories and they think AI is gonna you know kill us all and and take our jobs and eat our babies. And but getting them to the point of like this a tool, this a partner that you can actually grow with that can and can make your life easier. But then also thinking creatively around it, like unlocking that part of your brain to say, gosh, I wish I could do this, but then acting upon that. I think that's been. Speaker 3 00:16:17 The change management piece, from a software perspective, isn't hard. The people perspective is easily the more challenging of the two. Speaker 5 00:16:25 Yeah, I will 100% agree with you. I just did a training for a nonprofit. Literally left it to come into your meeting, and one of the very last questions I got asked was, " I wanted now first it came with a statement. I want you to turn it off just for me." I do not see, and you're gonna have to explain to me how people are actually using AI within a business. And that's the biggest, one of the biggest culture shifts we're seeing is people are like, I'm, I'm worried. Now, Giancarlo, how much of your work, and you've, you've been in my trainings. He's gonna get mad at me for embarrassing him. How much, how much work should you give AI of yours? Speaker 6 00:17:16 I mean, I think it depends on the role a little bit, right? I mean, some of it is depends on whether you're you're producing deliverables versus doing, you know, just thinking about strategic direction that your company is going in, right? So I think we see different people using it depending on whether they are doing an analytic that maybe is repeatable. That we're bringing data sets out, we're trying to update those data sets and produce reports and deliverables. So I think. I think for certain people on our team, I think that is a big help. And then for other people, it's more organization, right? Like maybe it is, tell me what my meetings are today. Help me find something in my email or organize my email in a way that I can digest it better. I think those daily sort of tasks and and repeatable things I think work a lot better. And then for us, like we're taking more time digging into where we can produce processes. Speaker 6 00:18:13 That may produce analytics that we haven't been able to do in the past, and those are the things that we're just iterating on over time, getting our data clean and putting that into a format that's more usable. So it's it's it's definitely dependent on what everybody's. Speaker 5 00:18:29 Responsibilities are. So so he gets a gold star because he almost killed one of my last trainings. What I tell people exactly what he said. It depends on the job you give it and what you need it to do. One of the biggest statements that I make is AI will never replace your judgment, and that's how I know AI is not going to take over jobs. I jokingly tell people no one's going to take over my job because people still can't find the on-off switch on their cell phones. And when they be able to find their on-off switch, then we will talk about AI taking over my job. Speaker 5 00:19:09 But until then, AI does not have judgment. It has no capacity to judge something correctly. It honestly doesn't know everything because all it's good at is predicting what the next word is going to be, and it does not know the history that you know within your own job. It knows what it's read, and and that's something I I do very hard. Spell out is it knows what it's read, but a lot of what it's read was rewritten by AI, so it's not always going to be right. And it still, if it doesn't have all the context, it still can't be right, because if you say apple and you expect someone to respond back with orange, that's not what AI is expecting. AI is expecting to tell you how an ape, how an apple is grown, what it looks like on the inside, how much nutrients and stuff it has in it. Speaker 5 00:20:05 Whereas you're just looking for somebody to answer back. Orange, so AI is not capable of taking over everybody's job, and that comes back to the culture statement that you made. Part of it's going to be fear. Part of it's going to be wait. I do a better job. How many of you guys have been interns in your lifetime? Yeah, I my first internship. I hadn't gone into IT yet, but my first internship I was video journalism, and my internship was with CBS News. And I, at 19 years old, they allowed me to drive the van. Now this was before Y2K. I'm not going to say how long before Y2K this was because then I'll tell you how old I am. But they allowed me to to drive a van because in the late 90s people weren't as concerned about things like that. Speaker 5 00:21:02 And I drove the van the wrong way down the road, and because I'm had an ego, I was an intern. I was working for a top, you know, broadcasting company. I thought I was all that in the hill a beans, and yes, I'm southern. If you hear that start coming out, um. I made the wrong statements. I made the wrong thing, and I got a ticket, my first ticket ever, for driving the wrong way down a road at a traffic accident because I wanted to get my reporter there so that he could have a good story for the news that night. Okay? Don't ever do that. And my ego is exactly what AI is right now. AI will drive the wrong way down the road and get in trouble because it's giving you the wrong information because AI is not any better than your best intern. Speaker 5 00:21:51 And you still got a supervisor, because trust me, I got interns and I still got to supervise all of them. So be aware that that when I explain that to people, it's like a light bulb goes off in their head. They're like, okay, that makes more sense. You got to supervise AI. Ronell sent me over a couple questions, which actually does amount to some things that I wanted to talk about. Anyways, one of them is a question about governance. Let me pull back up that email so I can repeat. Or Ronell, do you have that question? Speaker 4 00:22:25 Sorry. Okay, let me pull it up here. Speaker 5 00:22:31 I cleared my screen for my last training. I haven't pulled it back up. Speaker 5 00:22:46 I got it for you. What AI governance security gaps are the most commonly seen or overlooked six to twelve months after initial deployment of Copilot? Whose question was that one? That was mine. Jeremy, that was an amazing question. So I'll be I'll be. Oh, sorry. That is one of the best questions I've had in in recent weeks. I will be honest. The biggest issue we see is permission, permissions sprawl, and that's that's having to do with a couple of things. Labels. How many of you guys have deployed data loss protection within your organization, and how many of you deploy sensitivity labels? Okay. Speaker 5 00:23:39 One thing that I'm going to go back to Alere on is reteach this because I was looking at another account that I have, and that's one of the biggest sprawls that I've seen. People are not enforcing labels, and that's going to be one of the biggest headaches you guys have. So you can auto label things for financial data, PII, anything client identifying stuff like that, but Auto labels only work so well, and it's still going to miss something. It's not AI; it's automation. But if your people aren't are not also making those labels, then those gaps are not getting closed, and that's where your permission sprawl comes in. Things like sites that are shared or sites or folders that are shared to everyone. Speaker 5 00:24:34 Even even now, if they were shared years ago and they still have not expired, and no one noticed it, Copilot's going to find them and it's going to notice it and it's going to give you issues. I have a client, and Crimson even did this a few years back. I had a client that had that someone accidentally saved. Payroll information out to a public location in Teams, but it was several folders nested down. No one had found it, and it was recent data. And someone went into Copilot and asked, "How much does this person make?" And Copilot was able to pull that information because it was in a public location, had no sensitivity label, nothing on it, and they were able to find it. Speaker 5 00:25:27 So when you start your rollout of Copilot, make sure you're searching for documents like this. Make sure that everything has those sensitivity labels, and make sure you're auditing. So we did that for Alere. We audited. We take took a look at retention policies. We took a look at did keyword searches for certain things. And I'll be honest, Alere was really good. We did not find hardly anything. I think there was like one file that was found. And the person who owned it, I just reached out to them and said, "Hey, is this supposed to be public?" And they responded back, "No, let me go delete that." And so, you know, it's something that you guys will need to do. Retention policy. If you guys do, and I say this for the public items, you do want to set those expiration dates. Crimson's retention policy just on public shares. Like if I share something publicly, is one month, and we enforce that, and you don't turn that off, and. Speaker 5 00:26:23 Retention policies across is something that's really important. Anything that you see in a purview audit that can be pulled that doesn't have a retention policy, six months in, no one's going to pay attention to that, but it's still there. Copilot is going to pay attention to that, so be aware of that. Agents and connectors are another one, and this is a recent one that I've seen. People. Once you allow people to build things in Copilot Studio, if your organization goes that level, or connecting outside data, it's going to change that governance model. And when I say that, when I'm talking about that, I'm looking at things like Salesforce, HubSpot, those types of connections to outside data that your teams use. So if they use things like Salesforce and and different tools like that. Speaker 5 00:27:22 Then you're going to want to take into account the copilot agents that people are building and connecting to that outside data, and you're going to want to put people in that can review the data that it reaches. So be aware of that. And then the last one that I see is going to be ownership. If I can express anything to you guys, I will express this: Do not dissolve your steering groups and your governance team. Have your AI have your AI committee continue checking governance. Okay, don't push it off as this is an IT problem. Name who your policy owner is. My policy owner for Alere is Giancarlo. Okay. Speaker 5 00:28:19 Even though our project has ended, I will more than likely be having a quarterly review with him or Mike, who's my account manager. I think Mike's your account manager, right? Yeah, Mike will have that conversation with him, and I will provide that report to Mike so that he can review it with Giancarlo. So be aware that. So does that answer your question, Jeremy, on governance part? Absolutely, that was great. Also, all right. Shadow IT, my favorite subject. This makes my heart happy when people ask me about shadow IT. I will be honest. There is no perfect solution out there. Things are going to get missed. Your biggest, biggest thing is having a policy. It needs to be as short. Speaker 5 00:29:11 AI policy. You also need to add in your acceptable use policy. How many of you guys know if you have an acceptable use policy for your company? Ronell knows. Giancarlo knows because we just updated it. Okay. If you don't know, check with your IT team. Make sure that they have the access acceptable use policy. It's got to answer three questions, and I write these all day long for clients. So these are the three questions I have off the top of my head. And that is which tools are approved, what data can go where, and how to request a tool that's not on the list. And that request path needs to be able to be answered in days rather than months, because us as IT people, sometimes we push off those non-urgent requests. Like, you know, can I get this new tool? And I will say we're we're all guilty of it on the IT side. We'll push it off in in favor of the internet's down. Speaker 5 00:30:10 Anybody was affected by the LA cogent issue yesterday, where it okay. So for anybody who doesn't know, downtown LA got hit. If you were on cogent, which a lot of people in downtown LA was, there was a massive line break and took down internet for a lot of people. Crimson was affected. Half the people in the U.S. Bank Tower building were affected. So so that happened. That was fun. And then Microsoft had an outage yesterday at the same time. And we will push off those simple tickets, like you know, can I get access to this tool? Is this going to work? In favor of, hey, internet's down for the building. So we need to put in play, and I have put in play for a lot of clients, including Alire, if people are requesting access to a tool. How many of you guys have heard applaud? Plaud. Okay, Giancarlo has because I talk about it all the time. Plaud is a device. This is device. Speaker 5 00:31:09 It when I'm in meetings, especially conferences or giving calls. This one's not on, but it snaps to the back of my phone and it picks up everything. It will pick up conversations in a restaurant, a noisy restaurant, because I've done that quite a few times. You want to go Starbucks? My daughter is looking at me. I'm at the office. I brought her with me. So, Plaud is is a tool that I use, and I. I get it. I use it because it's HIPAA compliant, and most of my clients, with the exception of a lawyer, but most of the clients that I personally work on daily are nonprofits in the medical field. So everything has to be HIPAA related. So I, we have a process for when I wanted Plaud that it got approved fairly quickly, and because I had all my ducks in a row for that. Speaker 5 00:32:09 So make sure that you have your ducks in a row for that. The next part that I'm going to say about Shadow AI is protect the data, not just police it, but protect it. And that goes back to what we were talking about with labels and stuff like that. Purview does extend out to browsers. How many of you guys, how many of you know what Purview is? I know Ronell does. Speaker 4 00:32:39 I just talked about it right before you jumped on. Speaker 5 00:32:42 Okay, perfect. Purview will extend out to browsers and computers, and it will warn or block anything that's that is any context that's pasted into any web AI. Meaning, if someone pastes PII information into a web AI, you can either have it warn or you can have it block. Defender, Microsoft Defender for Cloud Apps will show which AI tools are actually in use with a risk score. Okay, conditional access policies within Intune and Azure and Intera. It will keep AI tied to which AI you want to use. Okay, so. Speaker 5 00:33:30 So be aware that there are things that are put in play. There's also external tools that Crimson uses for Shadow AI to monitor that. Not just Microsoft, because some of our clients don't use Microsoft. Some of them are Google, and some of them still use servers and on-prem AI, on-prem Microsoft. So just be. I have a client that has not gone to the cloud at all, and they refuse to. So we do have tools that work around those. So be aware that. Modern monitor, create a cadence within your organization that's going to monitor, and that is you're going to monitor your monthly AI usage. You're going to look at your data loss prevention and tune it every six months or quarterly. So that's something that I do with my clients is I make sure I look at DLP, I look at the alerts coming in, and I refresh it and I retune it. Speaker 5 00:34:29 Because things change faster than the speed of light, and also we refuse we refuse to. Sorry, I my daughter just asked me a question. We re look at the tools yearly, and we will look at those. We'll look at the information behind it. We will look at you know. Take LastPass for example. LastPass a couple years back had a breach, and we'll look at the risk factors with that, and what are the tools that are still out there, and we'll change based on that. So, and the biggest control for shadow AI is culture. So, setting your culture is going to be the biggest one. Give them the sanctioned tools that actually are good. Copilot is really good. Speaker 5 00:35:28 Share with them how to use it well. Anything that's approved is your path to least resistance. How many of you guys have seen that? If you say, "Hey, I do that with my kids. I give them boundaries. I say, 'Here's your boundaries. You're you're 18 years old. These are the boundaries in which you operate in.'" And my kids are amazing. I'm also a foster parent. For anybody who doesn't know that, I only foster teens. Above the age of 14, and I call them all my daughters because I only foster girls. But I give them, based on their age, here's the boundaries you operate in, and I have no issues. And my daughter, who's been with me for four years, she's at the office with me today because she likes coming into the office. She's over here dancing because she she knows that's true. She's also laughing at me. She's amazing. Giancarlo and Ronell, I got to introduce you guys to her sometime. You guys will love her. She's amazing. Speaker 5 00:36:27 This not the one I just took to college. This the other one. They're the same age. Yes, the one that I took to college. She's at college. She's enjoying college. This the one that's senior in high school. So be aware of that, and also be aware that AI is shifting. I just realized what time it is. But if I can say the last thing, be aware that AI is shifting and it's shifting fast. We're moving from ask AI a question. To giving AI the job, seventy percent of your work can go to AI, but you still have that thirty percent judgment call, and that will always stay the same. Ronell, Speaker 4 00:37:08 Did I miss anything? I think that I think that's it. It's been a great conversation, and appreciate you jumping on. You went from meeting to meeting to meeting, so I appreciate you giving us some time. Speaker 5 00:37:21 No worries, I'm glad. If you guys want to hear from me more, Giancarlo knows how to get a hold of me. Ronell knows how to get a hold of me. The next couple of weeks, my schedule is actually pretty light because I'm taking a slight break from trainings, mostly because I'm on baby watch as a grandmother. I'm not telling you guys how old I am, but you guys now are getting the idea of how old and how long I've been in IT. But feel free to if you see time on my schedule, grab it. Ronell can send you a link to my booking tool. I actually have an option on there for one and a half hour training sessions if you guys want to steal it. Speaker 4 00:38:00 So we will definitely take you up on that, Chris, because I think we'll probably I'll say maybe by the end of the year, everybody should be or close to up and running on Copilot. So the even playing field in terms of, Use cases, knowledge, and and where they are would probably everybody be on an even playing field. So I think that would be a good time to schedule something to get some of the calibrations. Amazing. Appreciate your time. Appreciate your time. Speaker 1 00:38:27 Just one quick question. You mentioned that the structure that you do the assessment exists in all models. Is there first thing you use? I'm still like I'm more used to personally assessing the. Speaker 5 00:39:04 I'll Be honest. Microsoft Learn. No worries. I dig deep into Microsoft Learn. That's one of the best resources out there because Microsoft's gotten much better about explaining things. They used to be super technical. Now they're getting a lot better. And then I made my own resources. I do run a blog. My blog is. I'm going to be updating some things soon so that there's going to be a Copilot, a Cloud section, and a ChatGPT. And when I get that updated, I'll send that out to Ronell and he can share that with you guys. Speaker 5 00:39:38 No worries. And please send questions. I love answering these questions. Jeremy, Speaker 4 00:39:42 These were amazing. Great, everyone. Now we're we're a little bit after two of one oh one oh six or something like that. So, all right, everybody. Thanks, Christi. Thanks everybody for for coming out. I appreciate your time. When she sends me those tips, I'll send it to you guys so everybody will have it. And thanks for for getting together there to get together, everybody. All right. Thanks. Bye. All. Speaker 5 00:40:10 Right, let me finish ordering mine. Okay.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=b14ef5b6-7e37-4e30-9efd-5a5f4ec2cb65&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODQ2NDQwMiJ9.CgoKBHNuaWQSAjY0EgsIpsPnx5n9xD8QBRoMMTAwLjI1LjQzLjk5KixaSzdMaVZjeW1TS3dQY0pla2VrK05pei9WT0Fqc0l4L3B3NitWTS96bWFFPTCaATgBQhCiN6vvhqAAACAFpucepF3yShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.UfB7Nc1XMc4sFWE5sEWm7o-ff2AiHNzV0E_pASm6E50&ApiVersion=2.0	Processed▾	Schedule end-of-year follow-up training session aligned with increased Copilot adoptionSend updated cheat sheets for HR, finance, and prompt examples to RonellSet clear next steps, metrics, and responsible owners for using Copilot to analyze lease trends+3	✓	Client Work▾	Alere	covered by 906899 - verified 2026-09-09 EOD transcript sweep	Alere AI Steering Committee 9/3 10:00-10:40 (entry 906899). Transcript runs 40:10, matching the 0.67h logged.	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\3 - Clients and Projects\Alere\Meeting Transcripts\Meeting Transcript - 09-03 Meeting AI Prompt Engineering, Governance, and Copilot Adoption.txt	—	✓
07-23 Weekly Meeting: Box and Claude Integration, Data Security	> Date: 2026-07-23 13:00:04 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] ## Meeting Notes ### Team Introductions and Meeting Overview - Sam introduced new team members learning to become AI experts: John (from the San Diego/Carlsbad offices) and Juno. - Charl from South Africa is also learning about AI. - Sam will demonstrate connecting Box with Claude using a client’s Box account for which Sam is the administrator. ### Demonstration: Connecting Box and Claude - Sam outlined creating a dedicated “Claude account” user in Box. - This user will have specific, limited permissions (e.g., viewer) to designated folders such as “Box Reports.” - To connect the services: log into Claude, go to Connectors, select Box, and sign in with the “Claude account” credentials. - The password for this shared account will be simple for organizational use. - This setup ensures Claude only accesses explicitly permitted files and folders, not all user files. ### Data Security and Privacy in AI Tools - Sam addressed data privacy concerns, confirming that for corporate accounts, Claude does not use company data to retrain its models. - The CoWork feature in Claude is machine-specific; tasks and data are not shared across different computers, even with the same login. Only chat history synchronizes. - Claude follows compliance guidelines like NIST, comparable in rigor to SEC requirements, and is designed to prevent PII leakage. - Sam expressed greater trust in Claude’s security compared to other AI tools like OpenAI, noting its increasing stringency over time. ### AI Model Capabilities and Limitations - Newer AI models are more restrictive about handling potentially sensitive information, even for legitimate requests. - Example: a newer model (“Fable”) refused a cybersecurity-related task that an older model (“Opus”) completed. - The AI can be instructed to list files containing PII but is unlikely to expose the specific data within them. - It will scan files it has access to without retaining information, akin to tallying items without removing them. ### Personal AI Use Cases and Training - Sam shared personal productivity uses for AI, such as routines to sweep inboxes for spam and flag important emails. - ChatGPT is used to manage and track tasks, especially those assigned by superiors. - Sam offered future training to Victoria on these AI productivity techniques. ## Next Arrangements - [ ] Create a basic user in EAP’s Microsoft tenancy for the “Claude account.” - [ ] Monti to assist with setting up the “Claude account” in Box for Sam and Victoria. - [ ] Sam to catch up on writing blog posts about emergent AI topics. - [ ] Upon request, Sam will teach Victoria how to use AI for productivity tasks. ## 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 decision on whether to proceed with the proposed Box–Claude integration method was not reached. Follow up to confirm if the discussed security measures sufficiently address the team’s concerns. [EOD sweep 2026-07-27] Eldridge Acre weekly AI sync (Sam Smith, Victoria, John; ~1:03-1:36pm): introduced expanded Crimson AI team (Juno, John, Charl learning AI practice), Box + Claude integration status and data-security guardrails, demonstrated inbox-automation workflows (3-inbox triage, boss-flagging, task digest); follow-up walkthrough offered.	Jul 23, 2026	Speaker 1 00:00:11 Hi John. Hi Victoria. Speaker 2 00:00:34 Hi Sam. Speaker 1 00:00:40 I'm going to introduce you to some folks today. You may or may not have met before. Yeah, and wait and see if Monti and Vince show up. And they messaged me yesterday together. Speaker 2 00:02:00 Let's see. Give. Speaker 1 00:02:11 Him a few more moments. Knowing Vince, he's like me and he might be double scheduled. Speaker 1 00:02:35 Okay. Um, and just a heads up, Uh I'm going to give you guys an introduction while we're waiting on the others. Uh John and Juno, you may have um talked to Juno over tickets and things like that. Um And John works out of our San Diego and Carlsbad offices. So they are both learning how to be AI experts. I need more AI experts on my team so um, Yes. Yes. So John is jumping in and Juno's jumping in. I kind of forced Juno into the role and then John asked, which I definitely appreciate. Juno is one of my favorite techs, and John and I have worked a little bit together. I think I helped interview for him, And then I moved off into my CIO role within clients rather than staying just CIO for Crimson. Speaker 1 00:03:33 So, I threatened Monti just now to get her to join. Let's. Speaker 2 00:03:46 See. Not a problem. There's Charl. Speaker 1 00:04:04 And then you guys might know Charl. Charl is also learning all things AI. I'm trying to send it to him osmotically to South Africa, but it's not working so well. Speaker 2 00:04:50 Yes. Speaker 2 00:05:26 Yes. Absolutely. Speaker 1 00:05:41 So we're going to go over a few things in regards to that. So, um, just a heads up, I am actually going to show you I have a Box account uh for another client. I'm their administrator. And so I'm going to show you from their point of view, just because I can. They've agreed to allow me to do that. And I'm going to show you Claude options as well. Yep. So you, I've got like three or four clients that are using Box and Claude, including myself. So just a heads up for this company, I'm going to show you their Box account. I am their CIO. Speaker 1 00:06:17 And I replaced their former CIO who left in February. So I have access to all things Box. And so I had to do this for a few other companies, But I'm going to show you their account, and we're going to just do it from scratch. So Victoria, you can see it in real time. Now on this, I am going to show you from my and I'm going to disconnect and reconnect Box on my cloud. So that you guys can see that as well. Let me share my screen with you. So, this is the Box account that we're going to be using this for testing. Now, I've got some extra user licenses so I can do this. So just a heads up on that. I'm going to go into admin console, but right before we do that, let me do this. Let me log out of this one. Hang on, where did it go? Yeah. Um, I'm gonna log into Crimson AI or Crimson Cloud. So. Speaker 1 00:07:20 I've been in Claude way too much today. Actually, you know what? I'm going to do something a little different. I'm going to show you a different account. I have There we go. So this account, I'm going to use this as our Claude account because I'm not connected Box to this. So real quickly, going into Box and I do apologize that was confusing, Going into Box The very first thing I would do, uh Victoria, is are you an administrator in Box or are you just a user? Sam, are you an administrator or a user? Okay. So we we can do this for you. I can have Monti do this for you a little bit later. But, what I would do is I would go into Users and Groups and I'm going to add a user. Speaker 1 00:08:15 So I'm going to add users manually. And what I'm going to do is I'm going to say Claude account. And then, I am going to have the team create a user, A basic user that's very cheap within EAP's Microsoft tenancy and give them an email address for that. Um, But for right now, I'm going to do CIT admin at because I already know that one is in there. And then from here, I'm just going to say save. Now once I save it, Uh, it's going to be in here and I'm going to go into the cloud account. Speaker 1 00:09:08 And I'm going to grant them access only to the files and the folders that it should have access to. So here's my cloud account. I'm going to look at the roles, make sure it's only a member. And then for folders, I'm going to go back over to my account because I have access to all folders. Sam, you can do the same if you have admin rights. And then we just need a list of folders That we want to access, we want to grant them access to. So for this one, What I'm going to do is I'm going to go in here and uh I'm going to access, I'm going to grant them access to Box Reports. So I'm going to go in here and I'm going to add Claude account and I'm going invite them as a viewer. And that's it. Speaker 1 00:10:08 So now when I go add this account, so here's my Box reports, here's the people who have access to it and Claude accounts only a viewer. Now, we can change this to edit. But for this today, we're going to just do viewer. Now I'm going to go into my Claude account and I am going to grant, I'm going to go in and first, sorry, I'm about to sneeze. I do apologize. I'm going to go in and I am going to go to connectors. Sorry, I'm in the wrong settings. I'm going to go into connectors and I'm going to look for Box and I'm going to say connect. But this time when I connect, I'm going to log in as the cloud account. And. So everyone who wants to connect with Box within the organization will have the username and the password for cloud account. Speaker 1 00:11:07 And we're going to make the password something very easy for people to remember. Yes. Speaker 1 00:11:35 So your skills within Claude are not going to change. Only the connection to Box is going to change. Yes. Speaker 1 00:12:24 So, Just a heads up. Let me let me allay some concerns you might have real quickly. So, the way your clot is set up. Let me go back because I you guys are set up just like how I've set this client up with Claude. Um, Your your data and privacy is not going out to um to retrain Claude because you're a corporate company. So basically on here, there's no, there's no way that Claude is taking your data to train his models. Speaker 1 00:13:05 So nothing is leaking on the internet. Now for CoWork, that's only your data. So hang on one second, let me go into something I want to show you. And I do want to ask, what is your. What are you trying to do in CoWork? Speaker 1 00:13:47 Right. So. Mhm. Speaker 1 00:14:05 Right. Yes, Now what is your concern about it having access to all the files that you have access to? Speaker 1 00:15:06 So With CoWork, no. Because CoWork is only on the computer that you're on. And, the reason why I want to bring this up is this is my Claude here. If I pull this Claude up on any of my other systems, it does not have access to the CoWork. It only has access to my prior chats. So I have three machines, well technically I have four computers. Every single one of our computers has Claude installed on it. But none of my computers, if I was to go in and look at all my tasks, these are my CoWork tasks. He won't see any of these because it's only on that one machine. CoWork's a little different. It only resides on machines. Does that make sense? Speaker 1 00:16:01 Okay, and then let me show you one more thing. So this Claude, same login. I can only see certain things. I am on this machine. So everything, this my personal Claude, But Sir and I have an agreement because I have mine locked down pretty tight. There is no CoWork tasks in here. And to access it you have to open it in the desktop app. It won't let you do it on the web version, And I wish I could log in. Uh, I can't log into my home computer because I'm not there to hit the Yubikey. But if I was to log into my home computer, it's a Crimson home computer. You won't be able to see the same tasks in there either. You only get to see the chats. So you can't share that out. Speaker 2 00:17:02 Yeah. Speaker 2 00:18:38 Yes. And. Speaker 1 00:18:51 It does, especially with the new models that are growing. Both so Claude is Claude's got several compliance items within. It's it's both Claude, ChatGPT and Copilot. Let me rephrase that. They follow certain compliance guidelines. It's not going to allow it to give out PII. And the stronger the model is, the worse it's going to be about saying absolutely not. And I do know this because I've been playing with Fable, which is the new new stuff. In Fable, I try to get Fable to do something that I got Opus to do. Speaker 1 00:19:31 Which wasn't bad. It wasn't nefarious or anything. I just needed to create some stuff and look at cybersecurity documents and reports, and it said absolutely not. What you're participating in could be considered cybersecurity issues, even though it wasn't. So it is. Um uh there was a word on my brain. Um it makes my uncle that likes to save all his cash under his mattress. Speaker 2 00:20:01 Uh, look like he's not a conspiracy theorist, and he definitely is one. So if that makes sense, my southern colloquialisms. Speaker 2 00:20:33 I don't know if any of that's relevant because correct. Speaker 1 00:20:38 And it it isum it's very stringent. It makes Anzor look like he's not cybersecurity ready, and he's he trusts me. He is some and the reason why I want to point all of this out is we can go that path, which I do have a a client that does want me to go this path. But at the end of the day, if you look right here, I do write a lot of cybersecurity-ready stuff. And it does it is very careful about that. And that's why I love Claude. OpenAI originally wasn't that secure, but it is now. And Copilot is very secure. So I would trust it and I don't trust very many things. Speaker 1 00:21:30 About, the only thing I trust in life is Charl is going to be really excited with the new Marvel movie that's about to come out. It's about the only thing I trust. Also that he's going to make me buy him toys and send it South Africa. It has been a few years, Charl, you do owe me a visit. You owe Sam a visit too. Speaker 1 00:22:44 And I can tell you it's pretty secure. Claude follows all NIST requirements, which for you guys being SEC, NIST is just as stringent as SEC. Also, Let me go back in and delete my seat that I just took up before I forget. Speaker 2 00:23:57 You. Speaker 1 00:24:59 You just gave me an idea while you were talking. Um, I don't know what you said that triggered it, because this has nothing to do with what you said, but you gave me an idea. Um, I do know that I have files with PII data in them in Box. Um, I want it to list the files. But I want to, after I ask it to list files, let me ask it what is that data and see if it'll pull. But one of the things in answer to your question is, it depends on how each of the folders are set up. Normally you can go top level folder, So like a share and grant edit access, and it would filter down to all subfolders and files. Speaker 1 00:25:57 And then I have taken this is in the past. I haven't done this in Box recently, but I've gone in and found a confidential folder within, And I've been able to remove everybody from having access to that confidential folder that has access to the top level. Yeah. Speaker 2 00:26:27 Yes. Now, Speaker 1 00:26:40 It may scan, um, but it's not going to retain that information that it's scanning. It's like when you're looking at a bag of jelly beans and you're making tick marks for every red jelly bean that you find, but you're not pulling the red jelly beans out. Speaker 1 00:27:00 Poor Juno, she's learning more and more southern colloquialisms today. Um, Does this help you narrow down the ideas that you guys have and concerns you have? Okay. Um, I'll be honest. If I had to choose between OpenAI and Claude I'd go with Claude because I do trust its security. Only because more and more as they build out these models, it's getting more and more stringent. Because what's happening is companies are saying, hey, this doesn't work the way we need to. It's finding data it shouldn't. And then they take it straight to Claude, especially the bigger name companies that are using Claude. So I have seen that that's happened over the last two years where it's gotten um more and more stringent. Uh OpenAI is not too far behind them. Speaker 1 00:27:56 But, they are slightly behind them in my in my personal opinion. And I I have multiple AI accounts. So. Speaker 2 00:28:08 Yeah yeah. Speaker 1 00:29:02 No worries. And then let me ask a question, Sam. Have I done a Claude AI training with you guys? Good. Speaker 1 00:29:44 Yeah, so I actually write a blog now. Bear with me because it's been like several weeks since I wrote, because uh I was in the hospital. And then you know, uh I got more kids. So uh I became mom to now three teenagers in the house. Um so I do need to catch back up on my blogs, but I do try to keep up with the emergent things that go on with Claude and CoWorking. Uh. OpenAI and Copilot. So just a heads up, Victoria, Real quickly because we've got maybe a minute I can show you this because Sam and I, I think both you and I have to go into another meeting with the other Victoria. But Victoria, if I can show you anything that would make life fun for you, um, I do have routines in here that it sweeps my inbox, and it deletes emails that are spam. Speaker 1 00:30:41 And it flags emails that are from my bosses. And yeah, it goes through three inboxes when it does this. So if you ever want to learn, let me know and I will teach you. I need to put a rule in here that if it's Charles to send all his emails to the help desk, but I haven't done that rule yet. Maybe one day. But I can go over all of these with you at some point, if you're ever interested in learning. ChatGPT sends me an email that pulls all my tasks to tell me what I've worked on, what I've got done, and anything that are urgent. And, especially any of them that come from Anzor, because that man will throw things to me, right and left and I can't keep up. So I have to have ChatGPT teach me how to or have ChatGPT keep me on top of my tasks. So. Speaker 2 00:31:45 Yes. Yes. No. Speaker 1 00:32:07 Worries, um I thought it was today, uh but, My day uh has been a little bit busier than normal. Don't look, don't don't stress out over my calendar. That's my job. Uh I think it's next week. Yeah, I think it was next week. Speaker 1 00:33:00 No worries. I'm more than glad to walk you guys through it. So, yeah. Thanks. Thanks guys, have a great week. All right.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c3e1b7ec-d941-477e-b78c-7cc8199f5f26&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDg0MjU3MCJ9.CgoKBHNuaWQSAjY0EgsIxLLthILBtD8QBRoMMy45Mi4xODYuMTg1KixIU0I4enFiS1dxUjNBN3ZKcFBlVXE0S0Jrdit2T0J0NHFlOStBdXlleFgwPTCaATgBQhCiKi3jM-AAAPYYqoszMy_qShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.RqfWoi_7fLv2U6uGTa36eWYzwDMrQ2Q6S0b0k7vX-KI&ApiVersion=2.0	Processed▾	Create a basic user in EAP's Microsoft tenancy for the Claude accountConfirm whether the Box-Claude integration security measures are sufficient to proceedSam to write blog posts on emergent AI topics+2	✓	Client Work▾	Eldridge Acre	883392 (0.55h, ticket 962092)	ticket 962092 (created + Completed)	3 - Clients and Projects/Eldridge Acre/Meeting Transcripts/Meeting Transcript - 07-23 Weekly Meeting Box and Claude Integration, Data Security.txt	—	✓
04-24 Weekly Meeting: Invoice Clarity and Process Improvement	> Date: 2026-04-24 > Location: [Insert Location] > Participants: [April] [Mike] ## Meeting Notes ### Invoice Clarity and Professionalism - Mike highlighted that current invoices sent to customers, like Stephen, are confusing. The finance team receives them, but the point of contact who approved the quote (e.g., Stephen) finds them hard to understand. - The current invoice format for progress billing is unclear. For example, it lists a fixed fee of $2,400, a progress payment of $220, and a balance of $200, which is confusing for the customer. - Mike suggested a clearer layout, possibly automated within ConnectWise, that would explicitly state the project number, quote number, total labor, previously invoiced amount, and the new outstanding balance. - Mike pointed out that he had previously revamped the quoting template to be more professional and believes the invoices should undergo a similar improvement to better represent the company's brand (Crimson). ### Branding and Visual Improvements for Invoices - Mike suggested simple branding improvements for the invoices, such as changing the gray bars to the company's "crimson" color. - He compared the current plain invoices to the old, unprofessional-looking quote templates that were improved to look more professional. - April agreed to put this on her radar and will discuss potential branding changes with Stephanie. ### Process Improvement and Team Empowerment - Mike mentioned that many current processes might not be optimal but are followed because "that's the way it has always been done." He encouraged April to seek better ways, such as consulting with peer groups or a ConnectWise representative. - April confirmed she is taking over a new role and is keen on implementing changes to improve the admin team's processes. She has received a "go signal" from Anzar to push back on and change processes that are not working. - April mentioned she had a meeting with Mike's team to revisit the quoting process and its effect on procurement, identifying pain points and workarounds. - Mike informed April that he has promoted Chinky to a lead role and is encouraging him to make his own decisions without needing to clear everything with Mike. This empowers Chinky to work directly with April on process improvements. ## Next Arrangements - [ ] April will coordinate with her team and ConnectWise to improve the invoice format (clarity, progress billing layout, automation options). - [ ] April will discuss invoice branding improvements (e.g., crimson color accents) with Stephanie and explore feasibility within ConnectWise. - [ ] April will provide Mike with regular progress updates on invoice format and branding improvements. ## 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 no specific timeline or deadline set for the proposed invoice redesign and branding improvements. The task was only added to April's "radar." > 2. The feasibility of the suggested invoice layout changes within the ConnectWise system is unknown. A concrete action to investigate this with ConnectWise or other experts was not established.	Apr 24, 2026	Speaker 1 00:00:01 He y Mike. Speaker 2 00:00:02 Happy Friday. Speaker 1 00:00:03 Happy Friday, finally. Speaker 2 00:00:06 I know, right? How are you hanging with all the extra work? Still surviving. Speaker 1 00:00:10 Yeah, surviving. Yes, I am trying to. Speaker 2 00:00:15 Yeah, if it helps, I have some understanding of. Like what you're getting yourself into. Speaker 1 00:00:24 I oh thank God I have someone to, you know, share my sentiments. Oh yeah, Speaker 2 00:00:31 We had at my last place. We had a bookkeeper. You know, she had been there since like I started right so uhhuh. She had been there for ten years, but it's a lot of work, you know. And it has to do with billing, so it's kind of confusing. Okay, so. Um, a couple things. So, um, if I am the customer, so here is what happens. Yeah, A lot of times these invoices go out. And they go to the finance team, right? Yeah. But the finance team isn't always my point of contact. In this case, it's Stephen. So here is what happens: so I send Stephen the quote, he approves it, right? We invoice it; it goes to the finance team. So, a lot of times, the finance these our invoices are not really clear. They're hard to understand. So, for example, This invoice like even Stephen when they so what happens is the finance team sent Stephen the invoice and Stephen's like, "What is this?" Speaker 2 00:01:29 Mhm, right. So, a couple things I noticed, and I am not sure if it's a wise thing, but first we. We put the fixed fee 2400 here. Okay. And then we say covered by progress payment. Progress amount two hundred and twenty, and then I see what they're trying to do. Then they put the project quote. Right, but. This project was originally signed. Speaker 2 00:01:59 Like four months ago. Speaker 1 00:02:04 Four months ago, yeah, Speaker 2 00:02:06 And then maybe longer. Let me see. This is quote number. Where is the Quin 7237? Yeah, this quote was approved January January of this year. Speaker 1 00:02:19 Okay, I think they're on progress building. That's why. Speaker 2 00:02:23 Right, right. So I guess I've had a couple customers reach out to me asking me. You know what these invoices are for, and I just think they're not clear. I am not sure if it's Here is the thing I brought. So, when I came here, you know, when I took over the sales team. You know, I inherited quoting, right? Uh huh. And to me, quoting was just a complete disaster. Our quotes were going out; they weren't clear. The quote template didn't look professional. So I told Anza, we need to revamp the whole thing. It's it's a it's a. Speaker 2 00:02:56 It's a we're, everything we do needs to represent crimson in a professional manner. Yep. So I'm not saying this your problem. I'm just putting this on the radar. We don't have to fix this right now, okay? But what I was asking was, like, if I am looking at this. And I am Steven, and I don't look at these invoices all the time. This confusing. Like, I am like, okay, so I am being charged twenty four hundred dollars. Like this my thought process right. Okay, so I know this is Project Angel Food. Um, I don't remember approving a quote, but there's twenty four hundred dollars. And there's progress payment, two hundred twenty. Then I have a balance due of two hundred. Like I don't even really see this. I almost kind of look over this. It's so small. Oh, and so I am just saying, I wonder if there is a way we can improve. The way our invoices look and read. Speaker 1 00:03:52 Okay, I'm kind of thinking, if we were going to remove that note right there under the adjustment. Um, Will it make them more confused if we will leave that out? And justum. You can see the project name on top, right? Project Initial Food Hardware Refresh. Blah blah blah. Speaker 2 00:04:12 Like to me, it should be some, and I don't know how difficult this is, right? But you know, like if it's an invoice, like we have all the stuff up here, right? Like we have this. Like. This comes directly out of ConnectWise, right? Yes. Okay. And then maybe the next section down, we say we list maybe we list the project. Project number, right? Or the quote number. Mhm. Project name, right? And then we say, you know. Speaker 2 00:04:52 Labor. You know, twenty four hundred previously invoiced. Twenty two hundred, you know, progress billing. New outstanding balance. You know, two hundred, but something where it's automated inside ConnectWise. Uh huh. Cause then, and then you have, then you know, you don't talk about like maybe something like that. And then you can have this down here right. And I am just thinking out loud. I have no idea what the find you might tell me. Hey Mike, we just can't do it. It's a limitation of ConnectWise, okay? But What I want to state is what I notice is a lot of people here. It wasn't set up right to begin with, and then people came in. Speaker 2 00:05:47 And just because that's the way it was has always been done, they keep it. Yeah. But there are better ways to do this. Just no one wants to take the time, To work with ConnectWise or talk to other MSPs to see what their invoices look like. Like, you know, Anzor is part of a peer group, right? Speaker 1 00:06:07 Yeah, she's. He is. Yeah. Speaker 2 00:06:09 We could ask them what their invoices look like, or I can even reach out to. Maybe reach out to a ConnectWise rep and say, "Hey, are there examples of MSPs producing really nice-looking invoices?" That may are clear. Like to me, if it looked something like this, it makes it more clear. I see, like as opposed as opposed. I mean, again, you know it's this isn't my team, so just take what I say with a grain of salt. But to me, this looks. Speaker 2 00:06:44 This looks confusing. It looks like I'm being charged twenty four hundred. I know that we use the word progress billing, covered by progress payment and progress amount, but that might not be clear to the customer. Speaker 1 00:06:60 Okay, okay. I'm thinking if all the like fixed fee adjustment, so your goal is to like put them all in one. Field or a line like there is no separate. Like what you see on that invoice. Speaker 2 00:07:13 Maybe I don't know. Yeah, I don't know. Like it'd be something to play with. Like I know right now you're too busy, right? I am just saying, put this on the radar. And then, secondly, I think we should brand this a little bit better. At least like these. These grade bars, they should be our crimson color. I am talking about like stupid stuff like that, likeum. You know, when when I came here, let me see. Like. This is what our quotes used to look like. Yeah, like this looks like a generic quote template, and we just stuck our logo on top. Like it, this this to me looked very. It's like we have all this blue and whatever colors. And, and it's not it just looked cheap, right. So we upgraded it to at least look. Nicer, yeah. You know, more professional. Speaker 1 00:08:06 Okay. Yeah, I hear you, Mike. Um, all right. So yeah, I am just gonna put this on my radar, and we're gonna talk to the team about. Speaker 2 00:08:13 Radar is perfectly fine. Speaker 1 00:08:14 Yeah, talk to the team about. Other ways or how can we, you know, um coordinate this with ConnectWise if there's something we can do about this. And I mightum involveum Stephanie as well regarding the branding. Of our invoices. Speaker 2 00:08:34 Yeah, the easiest thing is first. I'll give you like if you just want to make one slight improvement, change this background color to our crimson color. Speaker 1 00:08:41 Mm. Okay. Speaker 2 00:08:43 Like that would look nice. Speaker 1 00:08:45 Yeah, yeah, okay. Yeah, I can I'm gonna take note of that and We'll discuss this with the team on how we can improve the invoice more and make it looks like simplified. And. Easy to read. Speaker 2 00:08:59 Yeah, yeah, we don't have to do it now. Um, But it would be because you know, that's one of the things that Anzar I think Anzar liked when I came over is we just revamped everything. And you know, it's branding. Our brand looks better. So, um. Just put on the radar. Nothing has to happen right now. Okay. Yeah, Speaker 1 00:09:20 Uh, yeah, sure. I'm gonna let you know as soon as we have progress. Speaker 2 00:09:24 Okay. No, no rush. It justum, um. I've had conversations like this with Marvin in the past, and I just got the impression he's just like. I am not dealing with that, so I am like okay. You know, I am not going to push. Speaker 1 00:09:41 Yeah, no worries. This is good. Like you know, with the me taking over the role, I am also wanting to kind of. You know, Implement some changes with admin team to look to make it look much better and much improved. So. Speaker 2 00:09:57 No, That's the best part about you coming in is you get to look at it from fresh set of eyes. Yeah. And I'm sure, Pete and Anz are going to be a hundred percent supportive of whatever improvements you want to make. So that that part's good. I just. Um, I'll pray for you, April. Speaker 1 00:10:13 Thank you. Oh, and just so you know, uh remember the validity that Um, Chinki has raised to youum regarding the vendor code. So that's part of the uh. Transition that I am doing right because I scheduled a meeting with your team. I think that was Monday or Tuesday just to revisit your current process with code and how it affects procurement. So we kind of identify some pain points and gaps, and you know. So, we discuss any workaround that we can do just so smoothen out the process. So that's one of the um. Um, issues that we talk about. So hopefully. Speaker 1 00:10:54 That will work out well, and I've also included Libya with all of the regarding to procurement forms. So. Okay, it's another one. Speaker 2 00:11:04 Yeah, yeah. I mean that there there are gaps everywhere. So I think having a fresh set of eyes and you doing what you're doing and everyone. Chipping in, it's just gonna be it's gonna be good. Speaker 1 00:11:14 Yeah, And also, Ansar gave me the go signal that that you know, if you you, you know that there is. This current process that it's not working, feel free to push back and change it. So, Speaker 2 00:11:26 Nice! You got the encore card. You got you got the green light from the boss. Okay. Speaker 1 00:11:31 I did so okay. Speaker 2 00:11:34 My my team. So I I just let you know I made Chinky the the manager, not the manager. He's the lead of like essentially Ivy and that team. Okay, So I'm encouraging Chinky to be able to feel confident to make his own decisions. Mhm. And only pull me in as needed. I don't want Chinki to have to clear everything through me. Speaker 1 00:11:55 Yeah. Yeah, Speaker 2 00:11:56 You know what I am talking about. I am trying to elevate him to be more of a leader. So, um. You know, I am sure if something if Chinky's concerned, it's going to be a big deal. He'll pull me in, but other than that, feel free to work out whatever process you want with Chinky. Speaker 1 00:12:10 Yeah, that's a nice green signal for Chinkie as well, you know. So he will be free to explore. And see if the current process works or not. So this is going to be helpful for him. Speaker 2 00:12:26 Awesome. Okay, April, thank you so much. I appreciate it. Speaker 1 00:12:28 Okay, thanks Mike. Bye. Speaker 2 00:12:29 Okay, bye- bye. Thank you.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=cefc1a41-ecef-443c-8823-6867f45f89fa&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NzIyOTg1MCJ9.CgoKBHNuaWQSAjY0EgsIkpqjmurxkT8QBRoMMTAwLjI5LjE4OS43KixyZjQ5eU9GWnJYQTlGeWtvbFBHL040eWllVFp5VTJrS1g1YnUzL2VLTUdnPTCaATgBQhCiDdHVBIAAEI9upVLL9K1AShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.XPGnu9nF0WRfqb0y-EB0eyQHQBAXIiFYMpRFQ-E5F-A&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
07-15 Wraparound Team Meeting: Dawn's Wraparound Plan and Action Items	## Meeting Information > Date: 2026-07-15 > Location: [Insert Location] > Participants: Adelie Juarez, Sloan Dempster, Kimberly, Christi, Dawn, Vanessa Sainz, Sergio ## Meeting Notes ### **Team Introductions and Meeting Schedule** - The meeting began with AV checks and introductions. Adelie Juarez facilitated the wraparound team meeting for Dawn. - Participants introduced themselves: - Sloan Dempster: Therapist, works with Dawn once a week. - Kimberly: Children and Family Specialist (CFS), works with Dawn once a week on behaviors. - Christi: Dawn's caregiver. - Vanessa Sainz: Parent Partner, joined late. - The team confirmed a recurring weekly check-in schedule for Mondays at 4:00 PM via Zoom. - Individual session schedules were confirmed or planned: - Kimberly and Dawn: Thursdays at 3:00 PM. - Sloan and Dawn: Next session planned for Friday, July 24, 2026; time pending confirmation. - Vanessa and Christi: First session scheduled for Friday, July 17, 2026, at 9:00 AM by phone, with subsequent sessions on Fridays at 12:00 PM. ### **Review of Dawn's Wraparound Plan** - **Main Goal:** Dawn chose to keep her goal "to do stuff on her own" and "learn tools to increase her dependency," expressing a desire to start fresh with new action steps. - **Permanence Goal:** Dawn feels comfortable staying with her caregiver, Christi, to learn independent skills in preparation for a future treatment school. The team agreed to support this. - **Non-negotiables:** Key requirements for Dawn include daily school attendance, ensuring safety, and participating in mental health services. - **Strengths:** The team reviewed Dawn's strengths, including being a fast learner, charismatic, resilient, and a good communicator. Dawn described her caregiver, Christi, as supportive, creative, wise, and protective. Christi described herself as loyal and providing stability. - **Concerns:** The team reviewed existing concerns. Dawn is still worried about catching up in school and her mental health. A past concern about suicidal thoughts was kept for monitoring. Christi noted Dawn's mood has improved and believes any remaining issues may resolve with a 2-4 week adjustment period. ### **Concerns and Action Plan** - **Summer School:** A concern was raised about Dawn's progress in summer school, as she has only two weeks to complete five modules. Adelie plans to call the school on July 16, 2026, to request an extension. - **Medical Follow-up:** The team revisited a past concern about Dawn's thyroid levels. It's unclear if comprehensive testing was completed. It was suggested that Dawn establish a primary care provider for comprehensive thyroid panels. Adelie will contact Dr. Sharon Terry's office to check on past tests and schedule new ones if needed. - **Security and Stability:** Dawn's needs for security, stability, and respect were reviewed. Dawn stated security means having reassurance that Christi is loyal and supportive. Open communication and structured weekly check-ins between Dawn and Christi were identified as crucial for building stability. - **Establishing Boundaries:** Christi provided an example of setting clear rules and consequences for Dawn, such as a curfew, which Dawn has been respecting. - **Payroll Update:** An unspecified payroll item was mentioned, which will be included in the paycheck on the 25th, making it "bigger than normal." No further details were provided. ### **Action Plan for Dawn's Goals** - **Job Readiness:** Dawn plans to update her resume with her mentor on July 16, 2026, and apply for jobs in person. Kimberly (CFS) will help her create a budget and learn money management skills. - **Coping Techniques:** Dawn agreed to practice muscle relaxation techniques weekly. She has a DBT workbook, but it is currently at a previous contact's (Vicky's) home. - **School Enrollment:** Christi plans to enroll Dawn in a flexible, self-paced program in the Da Vinci School District. This requires retrieving Dawn's important documents. - **Retrieving Personal Belongings:** Dawn's Social Security card, birth certificate, and other personal items are still at Vicky's. Christi will contact Vanessa to coordinate their retrieval. ## Next Arrangements - [ ] Adelie to call the school on July 16, 2026, to request an extension for Dawn’s summer school assignments. - [ ] Adelie to contact Dr. Sharon Terry's office to inquire about previous thyroid tests and schedule them if needed. - [ ] Adelie to contact Vanessa to sign pending paperwork. - [ ] Adelie to set up the recurring Zoom link for the Monday 4:00 PM meetings and send it to Christi. - [ ] Dawn to work on updating her resume with her mentor on July 16, 2026. - [ ] Kimberly (CFS) to support Dawn in creating a budget. - [ ] Dawn to practice muscle relaxation techniques at least once on Mondays. - [ ] Christi to contact Vanessa to coordinate the retrieval of Dawn's belongings and important documents from Vicky's. - [ ] Christi to proceed with enrolling Dawn in a school within the Da Vinci School District. - [ ] Christi to confirm her availability for the team check-in during the week of August 17, 2026. - [ ] Sloan to confirm the time for her in-person session with Dawn for Friday, July 24, 2026. - [ ] Schedule weekly check-ins between Christi and Dawn to discuss progress and expectations. - [ ] Christi and Vanessa to have their first session on Friday, July 17, 2026, at 9:00 AM. - [ ] Upload information from Vicky into the digital file for Ladanya. ## 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 retrieval of Dawn's important documents (Social Security card, birth certificate) and personal belongings from "Vicky's" is critical. While a plan to contact Vanessa was made, a concrete timeline and responsible party for the physical collection were not established. > 2. While Dawn wants to create "fresh" and "new" action steps for her goal, no specific new steps were defined during the meeting. > 3. The specifics of the "weekly progress report" between Dawn and Christi (e.g., format, timing) were not defined, which could lead to ambiguity. > 4. The payroll item scheduled for the 25th was not specified; clarify what the payment covers. > 5. While an extension for Dawn's schoolwork will be requested, a contingency plan is needed in case it is denied. > 6. The process for establishing Dawn with a primary care provider was suggested, but no specific action item was assigned to initiate this. > 7. The location of Dawn’s DBT workbook is uncertain. A specific action to retrieve or replace it was not assigned. > 8. There was no discussion about what a "treatment school" entails or what steps are needed to research or apply to such a program.	Jul 15, 2026	Speaker 1 00:00:01 Yeah, so just a lot for docs. But yeah, that's going to be in your paycheck on the twenty fifth. So it's part of your paycheck. Speaker 2 00:00:10 Yes, so your paycheck is going to look bigger than normal. Speaker 3 00:00:15 Awesome Thank you. All right Bye Hi. Speaker 1 00:00:24 Can you guys hear us. Speaker 4 00:00:26 Yes, I could hear you. Let me just reach out to the team to let them know that you're here. One sec. No worries. Speaker 2 00:00:33 Oh, no puppies. I love your profile. Thank you, that's my dog's name is a Pup. Speaker 3 00:00:55 I'll try it again. I'll post one so they can watch it. They're just going to curl it up for me, Speaker 5 00:01:05 Okay? Christi, I just let them know, so they should be joining soon. We'll give them a minute. Speaker 1 00:01:11 Okay. Do you have any pets of your own, Christi? Oh, I have three cats, and two of them are within arm's reach, and one of them is sleeping under the bed. Speaker 4 00:01:23 Oh, they like attention. Speaker 4 00:01:34 It's Very different having cats; they're a lot more independent. Speaker 2 00:01:38 Yeah. And they added, they added two in that motion switch like quick. Yep, right? Well, dogs like they were keeping like one emotion for both I think. Speaker 4 00:01:57 They Added what I'm sorry Don I couldn't really hear you. Oh, I was just talking. Oh, I'm like, I really wanted to know what you said but I couldn't hear. Speaker 2 00:02:07 Oh no, She's saying like, but like dogs, like they be having like this one, like don't want to move. Like and kids like some dogs are never good. Um the we're Barney he'd be having this one show move right? Speaker 2 00:02:21 The cats like they have all types of attitudes. Speaker 4 00:02:29 They all have a different personality, huh? Aw, Speaker 2 00:02:35 They're so sweet. I just got headbutted. Speaker 5 00:02:39 Yeah. It looks like Slone the hamster, the clinician joined in. Um we should just be waiting on our CFS. I'll give her one more minute, if nothing we could just go ahead and get started. Speaker 6 00:02:51 Yeah, I want to say hi. It's nice to meet you kind of virtually face- to- face, Christi. Speaker 1 00:02:56 Nice to meet you as well. So if I keep looking down, Uh Vicky sent me a bunch of information that I'm trying to get uploaded into my digital file for Ladanya. Oh perfect. And, the only reason why I always say Ladanya is because my daughter's name is Don with an M. And sometimes I got to differentiate them in my own brain. Speaker 6 00:03:18 Yeah it can get confusing yeah, I understand. Yeah, it looks like Kimberly's in the waiting room. Okay, Speaker 3 00:03:27 Perfect. Coming out? Perfect, thank you. Is. Speaker 1 00:03:41 He coming out? How many kitties are there? Three. Ooh, I have two. Speaker 1 00:03:48 One of them is coming out from under the bed where he's been sleeping since I left this morning. He's probably just stuck in the back. Speaker 1 00:04:03 He's Just not used to everybody else. He's officially my daughter's cat, but he's my baby. And then grandma over here has her throne that sits attached to my desk. So, but uh don't mind the house. Yes. Uh don't mind the blurry background. My bed is completely made. It was, uh it's been a week so in a good way I I understand like I don't even know if I have a bra underwear in picture, but I think I'm good. I think I'm good so yeah So there you go Hi Tom. Speaker 2 00:04:47 How are you doing today? Speaker 6 00:05:16 Yeah, How do you? How do you like it getting kind of that exposure to It's good. Speaker 2 00:05:21 Like I love it. Like they're paying me more, they're paying me more. Like I'm just like I'm just excited. Speaker 1 00:05:30 For me in a professional environment. She does really well in a professional environment. So don't let her don't let her fool you on that one. Speaker 5 00:05:43 Oh, okay. It looks like we have to bring one here. Let me just turn on my camera. I was trying to I just so we could start off with introductions. So hi Christi I'm, the one that you've been in touch with. So I am Adelie Juarez the facilitator on Dawn's wraparound team. Speaker 1 00:06:02 Awesome, nice to actually see your face that's awesome. Speaker 6 00:06:07 And then I'll let everyone else introduce. I'm Sloan Dempster again. I'm the therapist. I work individually with Dawn. We meet once a week, um, And then I also work with the the team in order to provide wraparound services. Speaker 1 00:06:22 Awesome. Nice to meet you. Hi, Speaker 7 00:06:26 I'm Kimberly. I'm, the uh children and family specialist and I work with Dawn also once a week as well. And i focus on the behaviors. Speaker 1 00:06:34 Gotcha Perfect. Speaker 5 00:06:36 Thank you And. We also do have. One more person, um, the parent partner. Her name is Vanessa Sainz. Um, She will be joining in maybe like around the last 15 minutes of the meeting just to pop in and introduce herself. Um, Just because she had something overlapping, but she should be joining towards the end. Just so you could say hello. Speaker 1 00:06:55 Okay perfect. Good to meet you guys. Speaker 5 00:07:00 Likewise, we're very excited to work together with you. We've heard a lot of good stuff about you. Speaker 1 00:07:05 Awesome. Thank you. Speaker 5 00:07:08 Um, but Dawn was just sharing um a little bit about her day. And I do want to start off with saying that I am really proud of you, Dawn, because I know well we all know that waking up at six a m. has been difficult in the past. So for you to do it right off the bat first day, you know, going in with Christy. That is a huge thing to celebrate. You know there is no, Thing too small or too big to celebrate, but that's a big thing. Like that is huge. Oh. She's. Speaker 2 00:07:45 Doing amazingly well, so yeah, we got Starbucks. Speaker 6 00:07:52 Ooh, Starbucks! Did you get your what's your banana order? Speaker 2 00:07:57 Oh, I don't think they they seem like they don't. Uh oh, they don't have it anymore like yeah that was only out for like a certain time. I don't know. What are you getting now? Did. Speaker 6 00:08:15 You get the s'mores cold foam with it? Speaker 1 00:08:18 A s'mores cold foam. Yeah, they have that. Yeah, I thought that sounds pretty good. Speaker 6 00:08:23 I didn't know they had it. They have the they have the s'mores Frappuccino back for summer and a s'mores cold foam like cold brew. Yeah, so keep that in mind. It sounded like it tasted like I thought I heard, you say it tasted like marshmallow and I was like, oh, did you get the s'mores cold foam. Is it very chocolatey or too sweet? The cold foam for the s'mores is just like a marshmallow, but they have for like the s'mores Frappuccino. They have like a chocolate sauce that they put on it, but it's mostly I think it's like a vanilla Frappuccino with, Like, marshmallow and chocolate syrup. Speaker 6 00:09:00 If I'm remembering correctly from my my Starbucks days. Speaker 1 00:09:06 Well, I can tell you Dawn wIth an M loves It. That's her favorIte drInk rIght now. So they do have the s'mores, but they changed the banana one to a banana bread. And sorry, I am puttIng you guys all In my phone because I just realIzed I need. I had your phone numbers and I from VIckI. And so. Uh, I gotta get you guys In my phone. Speaker 2 00:09:36 Adelaide, where are you headed to? Speaker 5 00:09:40 You said where where am I at? Yeah, where are you headed to? I'm playing. Well. Where am I headed? Sorry, I couldn't hear. Where am I headed? Nowhere. I'm just sitting in my car because I don't have a place in my home for office space and not the office. Speaker 5 00:10:08 Yeah, I had to sit in my car for today. That's my workspace. Hello. Yeah, Sometimes you just got to figure it out and make it happen one way or the other. Right. Speaker 6 00:10:20 Mhm, I know some days after a client session I'll be in my car. Yeah. Speaker 5 00:10:27 Where I should be headed though, is to Starbucks to get a drink after this. That sounds yUmmy. But I did Um before going into like the matrix, you know, like and all that stuff. I know Christi you've worked and you're very familiar with with wraparound. So like in what we do like our roles, Um So I did want to make sure that we had like our meeting set before we go into everything because I know there's been a change in schedule. Um so, I guess we should start off with our weekly check in meeting. So that's where, uh, Sometimes most of the wraparound team is present, if you know all of us are available. And then yourself, Christi and then Dom of course. We would usually have that meeting Mondays at four p m. Okay. Um, Would you I don't know if that still works? Or if maybe we want to change it around? And we could also do that. Speaker 1 00:11:18 Um, I think four p m is perfect. I know for my schedule that's the most ideal, Is it in person or is it uh over uh Zoom? Speaker 5 00:11:32 We would do in person, um, but we could do either or because I believe that is your office day. Speaker 1 00:11:40 That is my Linwood office day, so that's when I am at SCHARP. So oh okay, Speaker 5 00:11:45 So it's a bit closer. Speaker 1 00:11:47 Yeah doesn't matter either wayum. We can do either one. if If we need to do it in person, could I ask for four thirty? Just because I've got uh to secure the building before I leave. Speaker 5 00:12:01 Okay, um, we could do well. I guess I'll check in with the well Sloane and Kimberly. What would work better with your schedules Because then you have individuals. Would you prefer four p four PM through Zoom or four thirty in person? What would work better? Speaker 6 00:12:17 Is this on Monday still Yeah. Okay, I would have to be over Zoom or telehealth just because I, um, would not be able to make the drive in person. Speaker 7 00:12:28 Okay. Likeum Don do you still want to do Thursdays? Speaker 2 00:12:38 Yeah we can still do Thursdays at three. Mean you right? Speaker 7 00:12:44 Yeah yeah okay. Speaker 5 00:12:49 Uh, so Kimberly, Would you be okay with doing four p m on Zoom every once in a while, because I know you have individual sessions too. Yeah. Mhm. Okay, so we could do four p m through Zoom then. Um I'll set up, uh the, the link and I'll go ahead and send it to you Christi. Just how I did with this one. And then if we ever need to do any future changes for in person or whatever it may be, then we could make that adjustment too. Okay. Um And then Kimberly it looks like you already confirmed your session with Dawn, Yeah. For Thursdays. Mhm. Okay, and then Sloane, I'm not sure if you want to set that up now or maybe at a later time. Speaker 2 00:13:26 Are weum next Friday? Speaker 6 00:13:30 Yeah, we are planning on meeting on Friday. I still need to confirm time because we are planning on meeting in person and I have to figure out with the siblings what time I'm seeing them because I see them too, on Friday for Shifu andum sibling. So I just have to figure out the drive from them to Dawn, and especially for another case we had, they recently moved placement as well. So I don't know if I'm still even going to be able to see them on Friday. Um, So we already had our session this week on Tuesday, and Dawn said she only wanted to do one this week. So we won't do this Friday. So tentatively we're planning on meeting next Friday. I just have to get back to her about the time. Speaker 6 00:14:18 Um, So that gives me a little time to reach out to the other clients and figure out what Friday's schedule is going to look like, and then get back to you, John. Speaker 6 00:14:27 Okay. Is that okay still? Okay. Yeah. Speaker 5 00:14:30 Okay. Okay, perfect. So now that we have that set, And then the parent partner will alsoum schedule that either when she comes in or maybe at a later time Christi individually. So that wayum you can set something up either. By phone, Zoom, or in person with either individual sessions with herself. Speaker 1 00:14:50 Okay, perfect. Um, With my last parent partners, I usually did it over phone calls, so either way works. So anyway, Speaker 5 00:14:60 It works out best, because I know there's work and chores and all the other good stuff. Still. Speaker 1 00:15:08 Works too. Up about space? I'm sorry. Perfect. Sorry Bless you, Like I'm an eighty two year old man with chronic COPD. And I could say that because my dad was eighty two year old man with chronic COPD. So, um, I'm not sick. I just, I got out of the hospital two weeks ago from a three day stay. Still haven't gotten rid of the cough. So Oh no, Speaker 5 00:15:32 Hopefully everything gets better pretty soon. Yes It's not a good feeling just not feeling our best Yeah. Speaker 5 00:15:41 But I'm glad we got the scheduling though. So. I did want to go into the matrix if that's okay. Yes, the goal that we had for yourself done before, And I know I spoke to you before individually about how you would want to do the matrix. So just to loop everyone in and be on the same page, Dawn did say that she wanted to keep. Um. Like, The goal, the same. And you know, again, we could still revisit now in case she has any changing thoughts um but for the most part, Dawn did say that she wanted to make. Speaker 5 00:16:14 A change to the action steps and the underlying needs, um, Just to be able to have a little bit more like of a fresh start. Uh, you know, and just being able to know that she's able to move forward. So, we're going to have a tweak in that we're not really going to revisit previous action steps. It's going to be more of just, you know, starting fresh, starting new and moving forward. Speaker 7 00:16:34 Yes. Um, Speaker 5 00:16:36 Yeah uh. So the goal that you did have done before was to do stuff on your own, be see. And learn tools to increase your dependency. Would you still want to keep the same or make an adjustment? Speaker 2 00:16:50 Uh, keep the same. Speaker 5 00:16:53 Keep the same? Okay, perfect. Oh, and uh talking about the permanency goal. Uh how was your interview today with Olive Crest at one? Speaker 2 00:17:07 Oh I didn't do itum what's it called cause, Yeah, I wanted to get into that because what's it called like me and Christi like we've been like, of course, like having a conversation about like the rules and expectations. And uh Christi's like she's been like really like supportive, like since day one since I always known her. So she said, "like I could stay," and "like I am open." Like to stay for how long? But obviously not for life forever. So, so was just this day with her so that I can learn other things. Speaker 2 00:17:39 Independent skills and so like she can get me to like better habits. So like when I do, like finally decide to go into like treatment school, I already start that process again. Like I don't know, she's not prepared and all got know, like how to act, like really really advocate for myself and like stuff. Speaker 5 00:17:57 Mhm yeah, and it sounds like that's something that you're a bit more comfortable with for right now, too. Speaker 2 00:18:01 Yeah yeah yeah yeah Like I was thinking cause I'm gonna keep this all real. Like cause I was thinking in my head like, I was like, I don't know, like I've never do just in case, like I don't know if I could trust, like not like if I could trust you. It's just like a hard time to trust. But I was like you You never failed me so. Speaker 5 00:18:32 You know, and we definitely want to follow your lead, right So whatever it is decision that you want to take, Like we're all on board to support you in the best way that we can. So if that's a decision, you know, That you talked about with Christi, and you know you're both in agreement and that's something that you're comfortable with. Then You know then we're going with that. You know, like let's figure out how we could make that work and still give you those independent skills, right? That You know, you are wanting so that way. When you do transition into your own housing, you feel most prepared to be able to go into that role. So that could definitely be the plan then. Um. And then the non-negotiables that we have is for you to attend school every day, safety of course, and for you to be a part of mental health services or wraparound right? Um and then for the strengths. So I'll go over the strengths that we already do have. It's a pretty long list, but. Speaker 5 00:19:27 We do have that you are a fast learner. You're dependable, you have fun energy, you're charismatic. You make others feel comfortable. You're resourceful, independent, a good communicator. Honest, respectful, kind. You're open to wraparound services. You're talkative. You're friendly. You're resilient. Opened to asking for help. You're strong. You keep cool in hard moments. You're knowledgeable. ,You have a nice style, Appreciative, easygoing, you are very understanding and humorous. Uh, love to give resourceful, a go- getter, thoughtful, compassionate, independent, outspoken and a good communicator. I think that's added in twice. So that means that that is a very big strength of yours. Um Any other strengths that come to mind Christi for Don? Speaker 1 00:20:16 I think you hit every single one of them on the head. I can't think of any more. We were just talking about I've known her for four years now, and you know, she's. Even in the last six months, like it feels like every other week she was with us. She's always been a massive supporter of other kids, except for when she stole my baby last night. But that's a whole another joke. But you know, She's is a fantastic kid and I. Don't think there is anything. You said that I would object to. So. Speaker 1 00:20:54 She did steal my baby last night, but the baby's only mine when she comes over. Yeah, and it's okay. He's so cute. Speaker 2 00:20:60 I got chubby cheeks, little chubby yellow turkey bed. So. Speaker 1 00:21:08 She's one of my best friend's kids. Baby, so how old is she? Five months. Speaker 5 00:21:15 Oh, she's little Don was mentioning that she really likes babies. Speaker 1 00:21:20 Yes, I will send something in the group chat, Cause you guys will find it just as adorable as I did. Oh, okay. So she's still my baby. And what I think too is that you're very supportive. Yeah. So. Speaker 5 00:21:44 Yeah, and so now, You know, with that long list, we do want to also mention your own strengths Christi. Um, you know, of course we're just getting to know you. But Don, what would you say are some of Christy's strengths? Speaker 2 00:21:58 She's supportive. Creative. Mhm. Speaker 3 00:22:06 Outgoing. I'm an introvert. You're gonna like keep talking? I'm so proud of her that she said yes. Um. Speaker 2 00:22:22 I say very wise. Um. Speaker 3 00:22:29 Protective. Mhm. Um. Yeah, she's just a sweet, amazing person. And easy to talk to is amazing. Speaker 5 00:22:52 And those are really good strengths. How about from yourself, Christi? What would you say are some of your own strengths? Speaker 1 00:22:57 Uh, I am loyal to my kids. Um, if you come into my home, you are my kid. Just plain and simple. Um, even my nieces and my godchildren and my nephews they're all my children. So I am the one that has their back. Uh I always want to be that person that uh they know is is behind them and. They're never going to worry about where they're going to land. We have a rule in our house. We never do 14-day notices. It's a straight rule I've had it. LaDanya was number three foster kid to come into my home, and I've had 15 overall, and so I've never written a 14-day notice. I've never. Speaker 1 00:23:47 Needed to put a 14-day notice in. So I want kids to understand that they have stability. Cause that's important. I was in care when I was a teenager, I was adopted, so I know what it's like, the good, bad and ugly. And I just know that kids like Don and my daughter and my other daughter who's with us now, she's another kid that just came like a couple days before Don, that they just understand that there's even on the bad days, There is stability here, so. Speaker 5 00:24:21 Mhm. Yeah, you're a very reliable person. Um, and like I've mentioned a little bit before, all we've heard about you is really great things. You know Donna is always very excited to share about, you know the times that she has spent over. Um you know, before coming in yesterday and at least from what I've been able to. Communicate with you just yesterday, you know, I could say that you're really good at at communicating. You know, you're very open to wraparound services. You're understanding and I also hear that you're very reliable. Um So those are very some good strengths. I don't know if the team has maybe additional strengths to add from maybe they've had conversations maybe heard from from Don or just from your observations. Speaker 6 00:25:10 Yeah, I would just say I'm, I know we've only interacted a handful of times. I did have the one call with you as well before, I think previously when Dawn was under your care and had shared some, you know, worries regarding some like passive suicidal thoughts. And so we did have conversation back then too. And you do seem to be very caring. Speaker 6 00:25:41 You know, uh, very open as well to communicating, which is always amazing. Um. Yeah and Dawn has shared nothing but but positives in in our sessions together. Speaker 3 00:25:55 Mhm. That's because she's a real estate agent. Oh yeah! Absolutely. Speaker 5 00:26:07 Uh anything else that comes to mind Kimberly? Speaker 7 00:26:10 Uh, not just the same. Um, I think she's brought up her name a few times too, during our sessions before. And all I've heard is positive things. Speaker 5 00:26:20 Mhm. Yeah and I'm sure we'll hear more, you know now that we'll be working together as well. Um And before we go into like the underlying needs and create some action steps, I did want to share some of the concerns that were on here. And you know, Dawn, if you disagree with some of those, you know, again, we could. You know, Talk about removing them or if there's maybe new concerns that come to mind for everyone, then we could also add those in here. Um, But one of the concerns that are added is I worry about being able to catch up on school. And making sure I graduate. And I believe that came from you, Dawn. Would you still say that? That's still a worry of yours? Speaker 3 00:26:58 Um yes. Speaker 5 00:27:01 Okay. Um, I worry about my mental health is also a concern you had shared. Speaker 5 00:27:10 Yes. Okay. Um, I worry about not being able to work through our challenges. And then I'm going to remove that if you agreed on because I believe that was a worry that Vicki had previously shared. Um and um, I worry about Dawn missing out on school and losing out on structure. Would you still agree with that concern Dawn? No. No, okay. Um. And then I worry about Dawn having thoughts about ending her life, and I know that's something that Sloan just touched on a little second ago. Um, I don't know Tim and Dawn if or or Christy, you know even if we would still agree with that concern. Speaker 6 00:28:03 I will say I think I was the one who initially put that on our matrix. Um, I have not heard anything in the past couple, I want to say, at least in the past month, Dawn hasn't shared any thoughts of suicidal ideation with me. I don't know if you would agree with that Dawn or if you still feel like you're having some. Speaker 2 00:28:24 No, no. Oh okay. Speaker 6 00:28:29 Okay so we just put it But since it was in the past, I would say to keep it on our radar but I think we, We could remove if everyone's comfortable. Speaker 1 00:28:40 I would say that what I've seen in the last probably the last month versus when you and I talked previously, Sloan is a difference. Even in the last two days, Dawn is happier, more settled. Like and I mentioned that to her today and just kind of got her in her. Uh thoughts on on how that's impacted her. So I would say I would leave that on a matrix just because it should still be on the matrix. And that's just my personal unprofessional right now but I also think that Dawn is not showing any anything that would trigger concern for me of being suicidal. Speaker 6 00:29:27 Yeah, I would agree. I think for monitoring purposes. We can leave it on there Addley, but I think okay. Um. Just so we can continue to check in, um and see if anything changes. But I have seen an increase overall in Dawn's mood, especially like you're saying in the last few days, Christy. Speaker 5 00:29:48 Yeah. Okay. So I did add in I worry about Dawn having thoughts about ending her life in the past. Just so you know it's not something that's current, but it is something again just to be able to keep an eye out on. Speaker 5 00:30:05 U m. And then the next concern was I worry about Dawn needing support to follow through with school attendance. Dawn, would you say that that's still something to worry about? No. Okay, starting Freshman. Speaker 5 00:30:34 And those are all the worries that were here before. Dawn, do you have any additional worry that maybe comes to mind? Could be about anything. Speaker 5 00:30:60 No, Okay. How about from yourself, Christy? Speaker 1 00:31:03 I think, and this is just real talk, And I would tell Dawn the same thing if it was just me and her. Let us get through the next two to four weeks of schedule shift and adjustment in life. And then once that's out of the way, I think any of that concern is not going to be an issue any longer. And the only reason why I say give us a couple weeks is just, She's got a new schedule and some days she's going to be grumpier than others. And some days she's not making like three Starbucks runs and some days she's not making any. Um, so we're just going to need to get through the next couple weeks. And this is just from experience with with kiddos, uh, in including myself. So um but once we get through that, I think I think it's not an issue any longer. Okay. Speaker 5 00:31:58 Yeah, sometimes it just takes some time to to adjust. Sorry, Speaker 1 00:32:03 She was trying to get in my lap and I couldn't reach her. Aww, so cute. She's the baby. She's a she's a parrot in the skies. Aww. Hi babies! Hi babies! I did some make some adjustments to my microphone? Can, you guys hear Dawn better now? I. Speaker 2 00:32:24 Don't I don't I don't. Speaker 2 00:32:27 I think I can, Speaker 5 00:32:28 Yeah. I think that works. Okay, good. There you go. Uh, how about from Kimberly or Sloane? Any additional concerns that come to mind right now? Speaker 6 00:32:36 Hmm. I think the only thing for me and again, this is something I think maybe also given like a few weeks, like you know, there may be changes like Christi's saying, um but I think the only thing for me is just the summer school, because I know. That was something we talked about on Tuesday, where you were still only in module one. And and you only have two weeks left in order to to finish out module five. Um so just getting on top of that and and trying to see if we're able to turn in more assignments and and spend a little more time on that. Um just so that you don't have to stress about it. Speaker 2 00:33:19 Yeah, what's it called? Uh yeah I have to until uh. This Friday. Yeah. Speaker 6 00:33:27 Okay, until this Friday. Thank you so much, everyone. Speaker 1 00:33:31 So I got notice about it this morning from Vicky, and then she sent me over the school information. So I'm gonna call the school tomorrow and explain the situation and see if we could possibly get an extension for that assignment. Okay And then LaDanya and I talked about a schedule for the rest of this week that will work for her to get to work on her classwork. Speaker 6 00:33:53 So Awesome. Speaker 1 00:33:57 Perfect. I know I don't have a leg to stand on because I don't have educational rights for Dawn just yet, but I'm going to try. Speaker 6 00:34:03 Yeah, just see what they say and and what can be achieved. Hopefully they'll be open to working on it. Um, I will say you know and this is up too. I was going to talk about this with Dawn in our individual, but I think it's worth bringing up again, um, Because I know in the past, Dawn had had lab work done by um and for the psychiatrist through our program, and Doctor Blake's had worries regarding her thyroid levels. Um, and so I know they had wanted more comprehensive thyroid testing to be completed. Speaker 6 00:34:44 I wasn't sure. I never got a clear answer from Vicky if follow up testing ever happened. She just told me that the doctor said there was no concern or worry regarding that. Um, I did want to put it on Dawn's radar again, because I know she doesn't technically have a primary care provider of if she thinks it would be worth it to explore getting a primary care provider and seeing if they would put through an order for more comprehensive like thyroid. panels to be tested just to see if there is like an underlying medical concern because that can have an impact on the depressive symptoms and and on like low energy, low mood again, I'm, not a doctor. So I can't you know give advice, but that was just one thing that always for me. I could see how it'd be really difficult if it could if it was a medical concern as well leading to some of these um. Speaker 6 00:35:40 Struggles and I'm not saying it is I'm not saying it isn't, but it's always one of the things we like to rule out. Uh if we are able to. Speaker 1 00:35:50 So uh I do have her doctor's information. Um she is seeing Sharon Terry at the Hub Clinic in Torrance, which is my daughter Dom's before we finalized the adoption, which was her doctor as well. Okay, um yeah. Yeah, it's awesome. I love, I love her. Um, so let me reach out to her and see if I can. I've got to wait for Vanessa, But let me see if I can find out if those tests were actually done. And if not, we'll get that set up and get those tests done. Awesome. Speaker 6 00:36:29 Yeah because I just wasn't certain. I think she said that the doctor said she wasn't worried, but I wasn't sure if like the tests were actually done. Like more comprehensive ones, just because we got two different answers from two different people. And so I was like, okay, our psychiatrist is saying this is a worry. The doctor's saying it's not. I don't know if they ever had a conversation together. Um so I just like to make that known. Speaker 1 00:36:56 Gotcha. Uh yeah, I gotta call Vanessa today because I still have not signed any of the paperwork yet. U m and I don't have any of the information. So let me let me get with Vanessa, um and see what I can find out and see what I can take care of awesome. Speaker 5 00:37:15 Okay, perfect, um any additional concerns for anyone. No, okay, so we'll keep those then, um and then for your underlying needs Dawn. Again, you know, if you want to delete one, you know, add one make adjustments we can. But, just to review the ones that you do have is one to have security. Two to have stability and three to feel respected and understood. Would you agree with those or do you want to make some changes? You're good with those okay. Perfect so since we're starting off fresh right clean slate um. Speaker 5 00:38:00 Let's see here. I'm trying to see. For so for the first need to have security, um. What would help you? Feel like that sense of safety and security. Speaker 3 00:38:25 Just having that, um my. Speaker 2 00:38:27 Reassurance of like. Like, well, Christi, that's like that. She has like my back and like I am safe. Yeah, like I guess I can talk to her. Well, basically like she has my back. Like, for example, when I go out, if I am in trouble, can call her kind of thing. Speaker 2 00:39:20 No, I was just going to ask, you know, like, is there something that maybe Christy already does or something that you would want Christy to do. Speaker 5 00:39:28 That gives you that reminder, like Christy has my back. Like there's nothing that I have to worry about. Speaker 5 00:39:49 Or Maybe not Christy individually, right But just you know, like when you think of someone having your back, like what does that look like. Speaker 2 00:39:59 She's protecting me like if I'm in trouble, she got me like. Her loyalty is. There's like loyalty, like there's communication, there's a sense of security, there's just like you feel me like. I don't know just like based on all the confidence that she had and just all about the time knowing her life. She got my back, like it. Speaker 6 00:40:32 I Mean, I'm wondering if maybe for clarification for the team, I know one of the things that Dawn and I have talked about a lot, Which I think is part of the frustration with Vicki is feeling like things weren't clearly communicated. Would you agree with that Dawn? Yeah. And so maybe part of seeking this understanding and and, Stability is feeling like there are more honest and open conversations about the relationship so that you understand, like where kind of you stand in the moment, right? And that if there is conflict, that you are able to communicate about it and to set expectations as well. Speaker 6 00:41:26 Um, Do you do you think that would help to feel more kind of secure and stable? Yeah. Okay. Mhm. Mhm. Cause I think one of the things we talked about was feeling kind of caught off guard by the fourteen day. Notice of of you having the understanding things are fine and feeling like things were fine in the relationship and then being kind of taken off guard, if like. You know that the social worker was the one sharing that with you, and that you didn't realize that that notice had been placed. Um, so just having clear conversations right before anything would get that far, which I am hearing from Christie, that wouldn't happen in this placement. You know, um, But but yeah, just for for your to feel secure to be able to kind of rely on like open communication. Speaker 6 00:42:19 Um and and working to understand each other. Speaker 2 00:42:26 Yeah, like with Nikki, like there was like she'll set like expectations and stuff like that, But like we'll never like discuss our further on life, the consequence or like the in between if that makes sense. Speaker 6 00:42:41 Like with me, do you feel like almost it would be helpful to, What I'm thinking of is like a progress report, like at school. I'd like to talk about progress. Of like, you know, you set this expectation and then you have check ins, like maybe like once a week of like, hey, Like You know am I am I meeting Like expectations? Like, is that something that would be helpful? Or Or do you feel like that's too structured because it could go either way? Speaker 6 00:43:12 You like that idea? Yeah, like having kind of like a weekly like progress report of like okay, like I am doing good or um, like maybe this is an area we could work to grow in. Speaker 3 00:43:23 Right. Yeah, Speaker 2 00:43:28 What's called with Christi life? Um, Like she, of course says expectations for me, but there is like there is an in between. There is I don't know. There is. Speaker 6 00:43:41 Like a check in. Speaker 2 00:43:43 Christi, like I think you could explain it better than I can. Speaker 1 00:43:46 So, I think the best Yeah, yesterday or the when you were with us last week. Um Dawn had asked to go out with her friends, and I said, yes, but here's the rules. The rules is keep your phone on, keep your location going, keep your phone charged. Um if you're in trouble call me or text me, And you've got to be home by eleven. Because if you are not home by eleven, you omit your next uh, you know, you hang out. Um and so uh I think it was ten p.m. I sent you a text and said hey this is your one hour warning. And um and then that's it. I just left it at here. Is your one hour warning. Um and then my daughter was like. Speaker 1 00:44:39 You know, she was more worried for LaDanya. She was like, "Is she okay?" And then you know Dawn had to check in with her. But I think setting those expectations ahead of time and then saying when she got home because she was six minutes early, which I don't have kids like that very often. They're either super early or they wait outside the door to walk in sixty seconds before just because they can, which doesn't really work for them because there is a camera outside. Um, But you know it's it's one of those things where it's like, you know, I I'm going to set those expectations. I'm going to get you the boundaries and I'm going to get you. This one boundary. This the other here's your freedom in between. Um when, I've had kids come to me before, and I knew that they needed to smoke weed just calm down. And stuff like that, and so I set the boundaries. You cannot smoke in the apartment because I can't handle that uh just because of smells. Speaker 1 00:45:38 You can't smoke on in the complex because I would get fined so much money by the apartment complex. You can walk outside, outside of the complex, But be aware, we're right next to the courthouse, and the sheriffs are in and out all day long. So just be aware that that happens. Um, and you know, I do set that boundary, because if you've ever tried to tell a 16 year old, they can't smoke weed, they're still going to smoke weed. So I'm going to give you that freedom, but you got to tell me what's going on. So and I'm never going to judge. It's not my job to judge. So so yeah, That's how I I set boundaries and I give you the freedom to do what you need to do. And independence, because that's important. Speaker 3 00:46:22 Mhm So. Speaker 5 00:46:26 Yeah, And so what I'm adding here too, from everything that I'm hearing is um and again, this not doesn't mean that they're new things to add, but more of things that will be continue to be done. Is Christiti to set expectations and consequences ahead of time, So, for example, if Christi if Dawn were to go out with some friends. Um, like she has in the past. Um, And then Dawn and Christiti to set some time aside weekly to acknowledge acknowledge progress. Dawn has made and to discuss where there is possible areas for growth. So both acknowledging, you know things that have been going well. And then you know to talk about things that, hey, maybe. Speaker 5 00:47:03 We could work on this, right So it's not all negative, but also acknowledging the positive things that have happened. Speaker 2 00:47:08 Right. I just need to work on like out of all of them, Like it's just like me and my phone, because like my phone, always just like acts up, like dying. Likeum I was someone that's uh yeah Like I need to keep it like charged. And like I need to think about the battery life is to keep that for next week. Mhm. Speaker 5 00:47:29 Yeah, so yes, I know definitely knowing what the rules are. And then what I also have here for to have security is for Christi to have an open and honest conversations with Dawn, including about the relationship. So Dawn, for example, to know where I stand when there is conflict. Um You know. And of course, there's gonna be times where maybe it's a bad day, you know, for Christi or a bad day for Dawn. Bad day for both of you. And maybe we're they're gonna have some feelings of like, you know, she mad at me? You know I'm gonna get 14-day notice, You know, even though Christi just said, maybe she does well, not that maybe, but she doesn't place 14-day notice, right? So, you know, having that reassurance like of knowing where you stand in the relationship. And knowing hey, Maybe right now, we're not having a good moment. But just know that I'm here for you and that You have a safe place. You have a you have a bed and then I'm here for you. Maybe not right now, Right But you know Nothing's gonna happen between us. Speaker 2 00:48:27 Yeah, I'm on the top of them. Speaker 1 00:48:31 That's better. Pretty quick. I have, I have a lot of friends that are foster parents. Um, We are all foster parents together, and we quickly do what we need to do for each other just to make it work. So yeah. Speaker 5 00:48:48 You have a community that's good. That's amazing Yeah It definitely takes a village for everything. Yes. Mhm. And we could keep it at that, you know, just those three action steps. Um, you know, Of course, we don't want to go too crazy. And then uh you know uh that way, we could make sure we meet them and we could make adjustments as we need. Um but for the second one is for Dawn to have stability. So just looking at, you know, again, fresh start, but just looking at like the previous steps. Um I know something that you. Speaker 5 00:49:26 Have mentioned in the past, Dawn is part of what helps you bring stability is. Um. Sorry, I'm just trying to review here. Um, Getting familiar with the job application sites. Is that something that you still wanted to do, Um like Indeed Glassdoor applying to new jobs? Or do you want to keep your job and just be there. Speaker 2 00:49:56 Like in my old school, I went to like redo like my resume and stuff like that. So like yeah, I'm gonna do that with my mentor tomorrow. Speaker 5 00:50:06 Uh sorry, You sounded a little far away, but I heard that you wanna first work on your resume? Speaker 2 00:50:11 Yeah, what's up? Myum can you hear me now? Speaker 5 00:50:14 A little bit yeah it sounds a little echoey but I could hear you. Speaker 2 00:50:17 Oh okay. Soum my mentor is, uh he's gonna come tomorrow. So I was gonna ask him like if I need to work on, like updating like my resume. And. Um, just like looking at like, like a plot of different jobs and stuff like that. Like I actually like we only have like an hour together, But like I wanted to like ask to like go on person to like go into like, food places and stuff. Like that. And then I'll be back there hiring and do all that later. But I first want to do my resume and have that printed out. So I can have something to give them when I see them later on today. Mhm Hmm. Speaker 5 00:50:53 That sounds like a good idea, And I know I heard you say that you only have one hour with your mentor, but you also have your wraparound team to help you with update your resume. Is there someone in specific that you would want to help with the. Kimberly. Speaker 3 00:51:19 Okay, yeah maybe we can start working on that tomorrow. Speaker 5 00:51:29 So A lot focusing on your resume, which is good, right?'cause, we want to make sure that you know, you have the support that you need to get that done, right? To get that completed. Um what else would help you know that you're stable? That you're okay. Speaker 2 00:51:52 I guess like learning um how I can save like my money better, and I start like actually like saving. Saving like, Like when I be saving, like it don't be. Like I'll be taking money out my savings. Like girl, like that's not saving. Like so I really wanna get in the habit of like saving better. Like I wanna save for a car, and then get a tattoo. Save for certain stuff, save for future apartment and all that stuff. I just want to get. I guess earning that is better than like managing my money and stuff like that. Speaker 5 00:52:36 What I'm hearing is that you want to learn how to budget. And then that's also somethingum that your CFS would be able to support you in, so Kimberly, write you in. On creating a budget with Dawn, Or maybe just introducing her right like the skills on knowing how to create a budget. Speaker 7 00:52:59 Yeah, that sounds good. I think that's a good way to start. For sure. Speaker 5 00:53:18 Um, What about? Um, anyone else? Maybe some another step that we could add for this need to have stability. Speaker 6 00:53:31 I think for that one, just kind of what we were talking about before, Dawn kind of thinking like a progress report might be helpful or like just a check- in like in between having that expectation in order to ensure that. You know things are going good and and and things are stable in the in the home. Speaker 5 00:53:53 Mhm. Yeah, and I guess just to kind of back that up, um, since I know we wrote that in during the other action step, Butum maybe like as a team, we could check in during our team meetings. You know just to kind of check in, like, hey, you know, how was the last? You know? Quote unquote like progress report You know like what are some. Things that you liked and maybe some things that you talked about to improve. So that way we know maybe where we could possibly come in or maybe give some guidance on, you know, some additional support that could be given. So just checking in on how that on how that progress report went. Speaker 5 00:54:50 Okay, and then for the last need, um, to feel respected and understood. Mm. Uh, something that you did have before, um, was to practice the muscle relaxation techniques. Um. Is that something that you would still want to continue to try to do Don? Speaker 2 00:55:12 Yeah. Have. Speaker 6 00:55:15 You been doing it? Question. Speaker 2 00:55:20 It's okay if the answer is no. Hello, because like a week or two, like I was like I did it like a couple times, but I haven't did it like now. That's okay. That's okay. But. Speaker 6 00:55:40 I do know. You said that it was helpful when we first tried it. Do you still feel like it is helpful or do you feel like, oh, like I'm not really ever going to do that? Speaker 2 00:55:50 Uh- huh. Yeah, like it literally puts me to sleep. Like almost puts me to sleep. Like yeah, I like. You like it? Okay. Speaker 6 00:55:60 Can we commit to trying it at least once a week? Okay. Start small. Speaker 2 00:56:06 Once a week, uh- huh. Speaker 6 00:56:07 Does that sound doable? Uh- huh Okay, You choose a day, you choose a time, and at least once a week. If you do it more than once a week, great. But let's start with once a week. Speaker 2 00:56:18 Okay. So I pick a day and time right now? Speaker 6 00:56:22 I think that might help if we have it on your calendar. And it can be right before bed, it can be when you're laying in bed. But what day do you want to commit to try? Speaker 2 00:56:41 In the beginning of the Monday, like to start off the week. So like a Monday. Speaker 6 00:56:50 Right in like a morning or before bed. Okay. Okay, so are we committing to Monday, morning or nighttime? Speaker 2 00:57:08 I'm thinking mostly in the morning, but like I also wanna just. Like try it like in the morning and night. Which is like more like if it's better or. Speaker 6 00:57:18 Which you think is is better. Okay, we'll leave it flexible on the time, and we'll just say Monday at least once on Monday. You're gonna try it. Speaker 2 00:57:28 Anytime perfect. And yesterday when I was speaking with Don over the phone, we were prepping a little bit for. Speaker 5 00:57:39 For her interview that was going to be today at one, and she did bring up about how if she did have that interview, she would bring up about things that have been helpful for her mental health. And she did bring up a pretty long list of the DBT skills. So I do want to commend Don for, you know, Speaker 6 00:57:56 Speaking of Don, you have the workbook? Were you able to bring that with you? Speaker 2 00:58:00 Okay, or is it still at Vicky's? I think it's still at Vicky's. But like oh no! Like when they when my. Speaker 2 00:58:11 Okay. Okay, but you've been looking through it, it sounds like. Speaker 6 00:58:15 Have you been looking through it? Speaker 2 00:58:20 I'm glad to hear that. I'm glad to hear you you like the activities. Speaker 5 00:58:27 Yeah, she definitely did. She was the one to bring them up yesterday. It's really cool. Um, but speaking of like. Sorry, Speaker 1 00:58:35 Oh, no, sorry, go ahead. I was going to say, can I ask which book? Workbook it is because I may have that workbook. Speaker 6 00:58:40 It's the it's the um adolescent uh dialectical behavioral therapy guide. Um so it's the like most standard one so it's possible you have it. It's basically the same as the adult one, but it's just an adolescent version. So it's a little easier to understand. And like even for me, I'm like sometimes the adult one I'm like oh this is so complicated. I like the images and the kids ones. Speaker 1 00:59:08 I Didn't know about the kids one or the adult one. Um, I have the adult one, so for me, but if she needs it, I will unearth it because I think it's in that potpourri of things that I've yet to unpack. So perfect, Speaker 6 00:59:23 It works. I think you also have a copy down in your email um from a long time ago. Right? But yeah, I gave her a printed copy and then an email copy. Sorry. Speaker 6 00:59:40 Causing a racket, just like an orange cat does. Oh my god, Speaker 5 00:59:46 Is that one of their traits? Um, but speaking of uh your belongings, John. Um, is that something that maybe we need to figure out like how to. Be able to get your belongings back either like between us or like the social worker? Or maybe it's something that you talked about with Christi already. Speaker 2 01:00:07 Um, we haven't really discussed it. Um, but yeah, like I was like thinking like um, I maybe like uh Vanessa she was like end up like bringing all my stuff over, but I don't know. I'm not sure. Yeah, I would think. But. Speaker 6 01:00:25 Yeah, I think just to uh, Sorry, I was gonna say, I think to avoid any like missteps, maybe reach out to Vanessa and just let her know. Hey, I still have things at Vickie's. Um, Cause I just would hate for it to be a situation where like things get like thrown out. You know, like I I would like you to get your things back. Speaker 2 01:00:48 Right Yeah. Yeah Oh let's call Vanessa No she she was there when I was packing. She saw all this stuff that had the bag. Mhm. Speaker 1 01:00:57 So, uh, Vicki does have a code to my door. Um, it is a temporary one. It was already set to expire on August first. Um, and that was given to her weeks ago. Um, and so she had she did bring some stuff over yesterday, But I asked her to bring it over while Ladanya and I were in Pasadena. Um, and because I have my oldest foster child uh here And I knew she would keep an eye on everything. So there are some stuff that was brought, And she has more stuff that she has offered to bring over as far as people were, and then some more of Dawn's stuff. So I did say that, that was okay as long as you know, Ladanya wasn't home, but also I do have cameras that if it doesn't recognize someone's face, which it doesn't for Vicki. Speaker 1 01:01:56 Um, It does make sure it tracks and that way that we we do see it. So just a heads up. Um, I am trying. I'm going to try to get a hold of Vanessa again today, uh and see where we stand on a lot of things. And so I'll bring that up on that as well, because I know her social security card, her birth certificate, All of those are with Vicki, and we need to get those. So the we can get Ladanya enrolled. Um We're gonna Try to enroll her into the high school that's not too far away because they have uh a type of school that allows her to work at her own pace to get caught up on all of her credits. Uh huh. And then she only has to go to school twice a week. Um and she can work at her own pace. So we're gonna try for that and I need that paperwork for that part. And then also uh I I do wanna uh, make sure that Ladanya has everything that's super important to her in hand early. Speaker 1 01:02:55 Uh, because I have been in her shoes. Um, and I am still upset that I am missing, you know, twenty plus years later. Still upset that I'm missing my favorite Netflix. So um so yes. Are you trying to say hi to everybody? It's the orange one this time. They're all stuck in the room with us because they were all napping in there. Speaker 5 01:03:24 They're like they interrupted us. Um, but okay then. Um, And then what is the name of the school that you were thinking of enrolling her? Speaker 1 01:03:34 So Da Vinci, uh which is here in El Segundo. We're in the Da Vinci School District. Um They used to have RISE, which is where what my daughter attended when she first moved in with us. Uh They've shut down RISE. So we're so they're helping us get her enrolled into a similar program with one of the other schools. Speaker 5 01:04:00 So Just within the Da Vinci school district? Speaker 1 01:04:03 Yes, we're in the Wiseburn School District, so Da Vinci is part of that. Okay. And God will find her school that will allow her to get everything she needs because I know she signed the contract for the AB 12. So. Speaker 5 01:04:25 Yeah. Andum, is uh, Is Hop Skip and Drive, something that uh, both of you would want to look in well, would want the social worker to look into once she's already enrolled in one of the Da Vinci schools? Speaker 1 01:04:39 If it's Da Vinci schools, I'm not worried about Hop, Skip and Drive becauseum there we live near the C line and the buses uh would take her directly to Da Vinci. So it's not an issue at all. Um, The only way I'd need hop, skip and drive is if she stays at Brown. And, then we would need it for that because I am not going to make her get up two hours early to catch a hour and a half train. That's not fair to anybody. So, I wouldn't do it. Speaker 5 01:05:14 Yeah, that's so early here. And, well, the whole thing is that it is July. So you still have maybe a little bit a month and a half or so. Before August comes around, which is when most schools start. So I think that gives enough time to be able to prepare and figure out like twenty seventh of August or September. Oh, twenty seventh of August. Okay, yeah. So I mean it gives some time, and you know I know it's usually like mid August where um the school start. But okay. So then for that need is to feel respected and understood. Um we could start off with those. Then. Speaker 5 01:05:53 Um, Christi to support Dawn with enrolling at a school within the Da Vinci School District, And then both of you to also reach out to the social worker to coordinate a time together. The rest of the belongings that Vicki may not be able to bring, And then Dawn for you to practice the muscle relaxation once so once a day on Mondays. So that's your homework to do. Okay. Okay, perfect. And then um for the next CFT I'll also Invite Vanessa, the social worker. Actually, that reminds me. Let me check in with the parent partner, if she will be stopping by to say hello before we end. Speaker 5 01:06:54 Okay, Um, So then the next one that we where we could review the plan would be today's a fifteen two, three four. Speaker 5 01:07:09 Would Be August seventeenth. Speaker 1 01:07:15 Okay, so real quickly. Speaker 1 01:07:19 Um, we might be living leaving that day. If we're not leaving that day, the 17th. Okay, wait. Sorry, I looked at my calendar wrong. Um There is a slight chance. We will be leaving that day to go to UC Merced because my daughter's got to go That's when she moves into her college dorm Um Well, she moves in on the 18th. So we may go that night before and stay in a hotel um So. Don is already slated to go with us. She was already slated to go with us before, so we might have to do it for the week of the twenty third. Speaker 5 01:08:02 Okay, what do you want to do? The week before or the week after? Speaker 1 01:08:05 I was thinking the week after, but uh Don, I just realized that might be around the first week of school too. Speaker 5 01:08:11 Okay, maybe we could do the August tenth then. Speaker 1 01:08:13 Yeah yeah Let me see okay yeah, My family calendar. I keep pulling up my work calendar instead of my family calendar. Speaker 5 01:08:24 All right, let me make this adjustment. See if I can find it for you. Speaker 1 01:08:40 And Remind me of your email, Christi? Um, let me throw it into chat. Speaker 1 01:08:46 Or let me send it in a text. Um, for invites, Send them to my work address and for uh and then alwayscc the other email address I'm about to give you. So. Speaker 3 01:08:59 Okay. Hello. Speaker 2 01:09:07 Hello, Vanessa. Speaker 8 01:09:09 How are you? Speaker 2 01:09:10 I'm pretty good, how about yourself? Speaker 8 01:09:13 I'm doing well. Speaker 5 01:09:19 Thank You for joining in, Vanessa. We were just getting ready to end. So that way you could introduce yourself and I'm not sure if you wanted to sign up individual sessions right now or maybe at a later time. Speaker 8 01:09:31 Yes, I can do that now. Hi Christi, my name is Vanessa. I'm the Parent Partner. I'm looking forward to working with you. Speaker 1 01:09:40 Looking forward to working with you as well. Speaker 8 01:09:43 Um, what is your availability? Do you prefer a specific day and time? Speaker 1 01:09:50 Um, honestly Fridays are perfect for me. I don't know how you feel about Fridays. That's the one day I have no commitments. Speaker 8 01:10:01 Okay, I can do Fridays. Are you available? Let me see. One. Speaker 8 01:10:13 Are you available at 12 or 12:30? 12. Which works, but. 12 o'clock, okay. I'll go ahead and set it up. Do you prefer by phone? In person? Speaker 1 01:10:31 I prefer by phone, that's when normally do it with any of my parent partners. Speaker 8 01:10:38 Okay, that works. Okay, so I'll schedule it. Does this Friday work for you? You want to start this Friday or next Friday? Speaker 1 01:10:45 This Friday is perfect. Speaker 8 01:10:48 Okay, so I'll go ahead and schedule that for Friday the seventeenth at twelve o'clock. Speaker 5 01:11:03 And then just to loop you in Vanessa, um we will be having the check-ins, On Mondays at four still, they will just be virtual instead of in person. Um and then Vanessa, just so you could add to your calendar, the next CFT will be August tenth. Speaker 8 01:11:22 One second. You know what Christi? I was looking at the wrong date. I was looking at the twenty second. I'm actually going to be in the field this Friday at twelve o'clock. Are you available at nine o'clock? This Friday and then moving forward at twelve o'clock. Yes. Okay, so I'll schedule you for nine o'clock. One second. Speaker 8 01:11:56 Next Friday, I'll put you down for twelve. Speaker 5 01:11:59 And then Christi, you could let us know, For the week of the seventeenth, if you would want to reschedule or cancel whenever that week comes around, whatever works best since I know you'll you'll be very busy that that week. Speaker 1 01:12:12 Yes, I will. We are um. Sorry, I'm laughing at it done. Um, I will let you know closer when once we get everything worked out as far as who's all going. And all of that. So yes, Speaker 5 01:12:29 Okay, perfect. Sounds good. But it was a pleasure meeting you. And then, um, we'll meet next week same time. Um, sorry on Monday at four. I'll send you a reminder in the morning. Speaker 1 01:12:44 Okay Awesome Thank you Thank you Bye-bye Bye-bye Okay Got those added Let me get.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=f9689d51-638b-49ab-8d38-824f73f64efd&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDE2MTcwMyJ9.CgoKBHNuaWQSAjY0EgsI1sLUutm0sT8QBRoONDQuMjExLjEzOC4yMDMqLHhvVUpKUkJQT0pzcmJMb0hXYTZwT3d2L0pSK0grTmtyM3g3TEY3elFsQkE9MJoBOAFCEKInpI_OEAAA9hijYRbJ-LlKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.QtmKYvquhlrXfSPpBRAToNMtqAec2RTaX0MlWZZydiY&ApiVersion=2.0	Processed▾	—	✓	Foster Care / Kids▾	—	n/a - non-CW type	—	—	—	✓
04-29 Weekly Meeting: IT Support, Tenant Survey Dashboard, and AI Rollout	> Date: 2026-04-29 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 5] ## Meeting Notes ### Review of IT Support Requests - The discussion began with general IT requests that are not being properly routed through Rebecca and Andrew. - Example: a tenant survey request may have an internal resource who can assist using Power Automate. - Another invalid request involved copy-pasting data across multiple sites, later determined unnecessary. - The team emphasized setting expectations: support tickets (under 4 hours) versus projects (over 4 hours). - Ticket analysis shows a high volume of Microsoft 365 issues (OneDrive sync, SharePoint, Teams). - Other common issues: hardware problems (docking stations, laptops) and account management tasks (permissions, group cleanup). ### Tenant Survey Data Visualization Project - Andrew outlined the goal: collect tenant survey data and build a unified dashboard for analysis and storytelling. - Surveys will have different versions for retail and office tenants, totaling ~35 questions. - Data must be sliceable by property and available in a rolled-up view for ~30 internal employees; surveys may run up to twice annually for ~200 tenants. - The team considered using the existing Tableau partner; challenges include access, cost, and SharePoint integration. ### Proposed Solutions for Survey Dashboard - **Power BI**: Power BI Pro is robust but would cost ~$14/user/month, which is expensive for 30 users. - **Dataverse & Azure Dashboard**: Store form data in Microsoft Dataverse (small SQL database) and build a free Azure dashboard, visible internally via SharePoint. - **Power Apps Canvas App**: Presented as a more cost-effective solution. - ~$5/user/month. - Reads from a SharePoint list; supports charts, galleries, and filters. - Less polished than a custom build but sufficient for a dashboard. - Estimated one-time build cost under $2,000 for ~5 hours of development, including training for an internal resource. ### Next Steps for Claude and Survey Project - The conversation shifted to next steps for the AI tool, Claude. - A proposal was previously generated to set up SSO and SAML for a general rollout beyond initial proof-of-concept users. - Andrew is interested in moving forward with a proposal for the survey dashboard project. - Christie and Vince will create a proposal for the Power Apps solution. - A future call will be scheduled with Rebecca to discuss AI use cases and finalize the survey dashboard decision. ## Next Arrangements - [ ] Christie and Vince: Prepare a proposal for the tenant survey dashboard using Power Apps. - [ ] Andrew: Send Christie a “big picture” email outlining ideal dashboard features (sun, moon, and stars ✨). - [ ] Christie: Review the sample survey data spreadsheet to inform the proposal. - [ ] Schedule a follow-up call with Rebecca to discuss AI (Claude) implementation and finalize the survey dashboard decision. ## 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 decision between using the company’s existing Tableau partner and developing a new Microsoft-based solution (Power Apps) for the tenant survey dashboard remains pending a final decision from Rebecca and the team. > 2. A formal process for filtering general IT requests to ensure routing through Rebecca and Andrew before reaching IT was discussed but not established as an action plan.	Apr 29, 2026	Speaker 1 00:00:01 The town is located on the banks of the river Sava. The name of the town is derived from the river. The film was shot in the city of Kozhikode. I am not a good swimmer. The name of the town is derived from the river. The film was shot in the city of Kozhikode. The name of the town is derived from the river. Speaker 1 00:01:03 The name of the town is derived from the river. Can you hear me? Um, hello, hello. I can't hear you. Speaker 2 00:01:17 I don't hear you. Speaker 3 00:01:22 Can you hear me now? Speaker 2 00:01:24 Now I can hear you. There we go. Speaker 3 00:01:26 I have been having all kinds of issues today with my headphones. Speaker 2 00:01:33 Uh, okay. So um, I met with Anderson yesterday. I think this actually might shift to more of the AI discussion for next step on Claude rather than the tenant survey. Yeah. So Rebecca was telling me that they might have an internal resource that can help out with this. And we just kind of had a broader discussion on like, you know, A lot of times right now, it seems like the the requests that are coming. The. They're like general IT requests without getting filtered through Rebecca and Andrew, so that that might that might come up too. So. Speaker 3 00:02:11 So what kind of general, uh, I T stuff. Speaker 2 00:02:17 Well, likeum, So this one was one, right. The tenant survey that she said that they've got some users internally that can probably help with the. You know, um, Power Automate that type of thing. And then there was another request that another user requested for like. Copy pasting shit like three or four different sites, because I guess they were concerned about. Using data or something like that, and then that came to that went to Patrick, and I talked to her about that yesterday too. And so that one got like okay. Turns out we don't need that right um. Speaker 2 00:02:59 So yeah, that's kind of the request that they were talking about. Yeah. Speaker 3 00:03:02 Okay, so just invalid requests coming to IT. That should have gone to them instead of us. Speaker 2 00:03:10 Yeah, just to kind of help filter, But also just to help them set the expectation of like what's a ticket versus what's a project, that type of thing. I did get into detail with her about that, right? But typically, it's like, hey, if it's going to be over four hours, something that you know the team. Would take more than four hours to do. That's going to have to be like a proper project. Speaker 3 00:03:30 Okay, so we're we're setting that expectation. And we're talking about what's. Speaker 2 00:03:35 Yeah, well, no. So yeah, that that's where the tenant survey thing might come into play, right? Where when I when I spoke to Rebecca about this yesterday, She said we might have to kind of hold off on this to become a project because they have an internal resource. But also, we had that discussion with Rebecca about Claude. So that might be where this conversation goes. Speaker 3 00:03:60 Okay. So I ran a quick report just to understand. Some of the tickets that are out there for them. So I know there's a security group's audit going on right now. We have some SharePoint storage issues that they have. Yeah, that one. Uh, key watcher software. Speaker 2 00:04:21 That one I'm not in loop with. Okay. Key watcher. Speaker 3 00:04:25 Yeah, I don't know what that one is, but I'll dig into that. The pattern for the pattern of tickets. Overall, it's heavy on Microsoft, three, sixty five issues. So the issues we're seeing is One Drive sync, SharePoint issues and Teams questions, email issues. And then followed by docking station, laptops display issues, laptop beeping. Things like that, and then some account management things like permissions, group cleanup. Auto replies. Those kind of things, not account management. You but account management overall, like just day to day stuff. Yeah yeah yeah. Um, and so we and I know I did the original team setup, and then that got handed off to the help desk. Um, so they they have the ability to do whatever changes that need to happen. So, Speaker 1 00:05:13 Okay, uh. But I I think it's. That's all I see. Speaker 2 00:05:25 Okay. So. So I know, Rebecca did ask about. Like hey, what next steps would be for Claude Right, so we did generate a proposal. To set up SSO SAML for them and then just go through the connectors and things. So, there might be some interest in just kind of reviewing. Um, the SSO SAML stuff too. No, we we only set up. Speaker 3 00:05:52 Sorry, wrong eight. Speaker 2 00:05:54 Yeah, yeah, yeah. Yeah, I know. Yeah, no. So we we remember we we got on that call with Rebecca. We went through and set up the initial Teams Claude. But then, in terms of that, was just for them to kind of do a quick POC. So we've already got the admin account set up for that, and then next steps would be. General deployment rollout, yeah. Once they're kind of ready, and so I think they wanted just to kind of go over. Some potential. Use cases maybe understanding like the connectors better because obviously, M three sixty five connector that's gonna be a big one for them. The name of the town is derived from the river. Speaker 3 00:06:30 I gotta remember they're not, they're not art. Speaker 2 00:06:35 You know it's an easy mistake because like we onboarded them right around the same time. They both start with an A. They, both kind of have a similar like roadmap in terms of what we're doing for them. So yeah, I get it. Yeah. Speaker 2 00:06:54 I wonder if we're getting ghosted today. Speaker 3 00:06:58 I would not mind that. I also would be sad. I am going to. I just came off camera because I was starting to sound robotic, but also I need to stretch my legs. I've been in nonstop meetings since eleven and I have not moved from my desk. I was like, I need to walk around. For a moment, Also, I want to see how far this headset can reach, because when I am in the crimson office, it would reach all the way to Holmes's office. But there is not that many walls to go through. It's my headset from the office. I just finally got it hooked up and charged. We have an I R B. With DCFS, they're coming here. Speaker 3 00:07:52 Which is great, I love it, but uh it also requires making sure all the knives are locked up. And all the alcohol. Oh crap, that reminds me, alcohol. Uh, all the alcohol is put in lockup. Andum, Speaker 2 00:08:06 You're like making a lot of alcohol again. You're breaking up, so that's the distance. That's as far as it'll go. Wherever you are, yeah. Speaker 3 00:08:23 I went to go grab your bottle of wine, but in the locked refrigerator, the medication. Speaker 2 00:08:29 Oh, I thought you were gonna say, I'm gonna open it right now. No, Speaker 4 00:08:34 I have to because. Of the kids that I see, I have to keep a bottle in the refrigerator because. Speaker 3 00:08:43 Yeah, so I am licensed. For uh certain types of, Medical ly fragile kids is what they they're called. So basically, type one diabetics, and any kid with autoimmune diseases. That require, shots and stuff. Speaker 1 00:09:06 It's coming through. I'm not sure. The name of the town is derived from the river. 嗯。 Speaker 1 00:09:20 You have to. Speaker 3 00:09:22 Lock up medication. You have to lock up. Speaker 4 00:09:29 Oh, wow. Okay. Speaker 3 00:09:32 When we moved, I uh Had to ensure that. Speaker 1 00:09:38 The name of the town is derived from the river. The name of the town is derived from the river. The. Speaker 2 00:09:46 Name of the town is derived from the river. So the knives. So so, how do the knives get locked Like, is it just a separate cabinet with a lock on it. Or like a box, or. Speaker 4 00:09:58 But it's a local cabinet. I see. The name of the game is" Bingo". Speaker 3 00:10:21 Remember Ed, but the medication one very similar to knives. The knife is a wooden one. Oh, shoot! What is? There was a cat in my chair. Sorry, I sat down on top of the tiny one. She's black. It blended in with my black chair. She's probably upset. Oh no, she's cleaning herself. This is the medication cabinet. Speaker 2 00:10:47 Oh, interesting. Okay, so it's got like a little combo lock. Yeah, yeah. Wow. Speaker 3 00:10:53 Soum. So what's in here right now is like Dayquil, anything Pepto Bismol. Milo. Speaker 1 00:11:05 Uh, Zyrtec. And Tylenol. We don't have much medication. So. Speaker 3 00:11:16 But that's what's in here, and so I've got to just show and prove that I have that, which I do. Oh, acne cream. My daughter's acne cream is in here. Uh, she has two bottles. She has one hidden in her bedroom. But uh, yeah. So we have all of that. I'll be right back. I need to go through this because I have not gone through this in a while. Her pimple cream is expired. Cortisone. Speaker 3 00:11:49 A pparently, that's the lotion I was missing from the move. So. It makes for fun. Fun day. Speaker 1 00:11:59 Andrew. Hi. Speaker 2 00:12:01 Hi, Andrew. Where's everybody? Speaker 3 00:12:04 That's what we wanted to know. Speaker 2 00:12:06 I know, I was like, like professor, you know. You're at the almost at the fifteen minute mark. Class was about to end because you didn't show. Oh my gosh. I didn't know I was gonna support this on. So, no Rebecca was on the was already on the call. I think I mean on the calendar invite. I believe but you are good. No, she's not on this. Oh, she's not. It says others invited. Let me. Yeah, I saw her on the invite. Yeah, she's on the invite. Speaker 5 00:12:40 Oh, huh. I only see the three of us. Speaker 2 00:12:45 Oh, but she's such an. Speaker 3 00:12:48 It's Because you're outside of the organization, Andrew. So whoever it's been sent to. Outside the organization doesn't always it's how we have ours set up. You won't see all the invitees. Scott. Yeah. Speaker 2 00:13:01 Okay. So, Speaker 5 00:13:04 Thanks for having us on. Um. The three of us and her cat. Speaker 3 00:13:08 Uh, three cats. Oh, yeah. Speaker 5 00:13:11 There's six of us. Speaker 3 00:13:13 Yeah, I just sat on one by accident. Speaker 3 00:13:16 To be fair, my chair is black and the kitten is black. Speaker 5 00:13:21 I did not see her. Speaker 5 00:13:24 So. I didn't see you down here. Yeah. Um, I love cats. Speaker 3 00:13:30 Oh, you would like mine. I have three. One was an impulse uh adoption two weeks ago. Has it been two or three weeks? Speaker 2 00:13:40 Gosh. They're cute. Yeah, it feels like forever already. Yeah. Speaker 3 00:13:45 She she still fits in my hands like this. Speaker 5 00:13:48 Oh, so yeah, Speaker 3 00:13:50 She's she's the baby. Uh, they both ran well. Speaker 5 00:13:53 I don't have any right now, but I love watching cat videos. Oh yes, I mean they are the most. Peculiar, interesting creatures. Speaker 3 00:14:04 Yes. My four- year- old page. Is artwork and cats and AI. That's. Speaker 2 00:14:15 And someruscotto, and that's that's Christian in a nutshell, right? Speaker 5 00:14:17 Yes. Yes. Um. Well, I know Rebecca couldn't make two o'clock. Um. Speaker 2 00:14:24 Oh, that's right. Yeah, when I met with her yesterday, she said she had a conflict on the on her calendar. Speaker 5 00:14:29 Soum and we were together afterwards and I don't know what was going on in my head, but I said, Oh, I don't have anything on my calendar. Too much going on. Too much going on. I hear you, but we're here. We can make the most of our fifteen together. Speaker 2 00:14:50 Yeah, so Andrew, real quick. Um, when I met with Rebecca on our call, our weekly call yesterday, she did mention to me that. We might wanna take a reframe a little bit because there might be an internal resource that you guys have over at Anderson that can assist with. With this, or with this topic. The the tenant survey right? So the idea being that you're you're taking that data from all the different. Uh Microsoft forms. We're going to collate that into one single unified dashboard. So, when I let her know about kind of next steps for this particular topic, she had mentioned that oh yeah, There's actually some internal resource that we might be able to identify to help with that. So just kind of wanted to sort of is that kind of sort of true? Okay. Speaker 5 00:15:35 In that case, but let me let me talk through is Um. To just put it all out on the table and see, you know, right what the what the best option is and and. Have you given Christie just a little bit about the survey? Yeah. Speaker 5 00:15:54 It's new. We don't have any specific cadence yet, frequency of the survey. Um, I think initially maybe Tom said that it's doing it's there's just one survey, but that's not actually that's notum. Ah, correct. There's going to be a couple different versions based off of the type of tenant we have because. Retail tenants. And office tenants, they may not have the same set of Full set of questions. There may be some more geared towards retail, some towards office. So there's going to be some differences between the two. Um. And, the goal is you know to have. Speaker 5 00:16:35 Some data and storytelling that we can look at after the fact, that can be both. You know, specific to the property, But also rolled up and can be, you know, looked at in different ways, sliced cut, all all of that. And and so. It's kind of like how do we do that? What's the best way to do it and. Um. Uh. And also, we're not trying to boil the ocean here. They created the form. In Microsoft Forms, and there is a team that's leading the process as part of their goals. And now they're looking at how do we how do we tell a story, how do we show the data? Um and they reached out uh to Crimson to help. And, uh, we do have Power BI. From my understanding, um, and I think I mentioned that. And I think even just with Vincent and with Rebecca, because I don't think they know everything. They're just saying help. Um. Speaker 5 00:17:34 And, uh, and so you know I know I know it's out there. I don't know enough to be able to say, hey, that's a great option. And also. The scope of what we're asking for too, um, Uh and and how big of a project this can can blow up to or not. And from what Rebecca shared is we use Tableau for financial reporting. And we do have um, it's a partner that we use. So it's not. Technically in house, that we have a contract with, and. Um. I guess you could say the way she said it, uh, is is can be. You know, I see what she was saying because we we prepaid them, um, for services and um and. And, we don't have all the services built out for them just yet. So there's availability to use their services. Speaker 5 00:18:31 Um, if we so choose to use them to help build something out for us, um, is that the right answer? I don't know. You know, is it something that. Right now, our Tableau only a few people have access to it. So, If this is meant to be a property management tool where they can access it and see the data. And see the the you know, however, it's displayed, is that the best option And are there costs to adding? To that too, so. For me, it's still open as to. Speaker 5 00:19:02 What, how, when, all that. I waited until you were you had stuff in your mouth, Christy. Speaker 3 00:19:12 I I was telling Vince. I've been in nonstop meetings since before eleven o'clock, and I've not taken a break. Or eaten or anything so. What's a break? I know. I found my daughter's Yogi's. Those are delish. They are veryum, I'm I'm having the strawberry. Oh, so good. So yeah, I'm I'm gonna need to buy these in bulk. Um, what is all the data that you're capturing in these surveys? Speaker 1 00:19:43 Good question. Speaker 5 00:19:48 Um, let me pull up the detail. And I want to say it's maybe forty questions. Does that sound right? V incent, let me let me pull it up. Speaker 2 00:20:03 Yeah, I think I have an Excel output. Speaker 3 00:20:08 Have you sent me that Vince and I just missed it. Speaker 2 00:20:12 Yeah, let me. Let me see if I can pull up the so I have have this one here, which is actual Microsoft form. Let me share the screen if that's okay. Oh, that's good. Go ahead. Cool. Yeah, so tenant survey. So this is the one that Tom provided us. Okay. Um, and then twelve pages. So if we oh. Speaker 5 00:20:35 Oh here. And. Speaker 2 00:20:38 It's once per page. Let me see if I can bring up the. Speaker 5 00:20:41 Can I pull up something that's a little bit different? Speaker 2 00:20:44 Okay, yeah. There were nineteen hundred survey example. Oh, there's also a survey results link. One second. Speaker 5 00:20:51 Yeah, I have the spreadsheet. If you want me to show it, Speaker 2 00:20:53 Here we go. So suite number. Y ep. Speaker 5 00:21:02 So there's about thirty five questions, I think. Yeah. And it is divided into different areas. And so you know the data could be split into those core areas. Um. Speaker 2 00:21:22 So. So if I'm following the basic idea is just to get all of these different tenant surveys rolled up into one kind of dashboard to kind of show us. Yeah, perfect. Speaker 3 00:21:33 Okay, so I Power BI is normally What I would do, um, but. Here's the thing about Power BI. You have to pay for a license for every person that needs to look at the data. Even on a dashboard, and it's not cheap. So, um. How. Speaker 5 00:21:57 Does it work for us in terms of our licenses? Speaker 3 00:22:02 So, every person that has a license will be able to review the data after the dashboard is built. So Power BI has is very robust. It's very nice. I wouldn't use it for this. You would not. I would not. Okay, um, now. That being said. The reason why I wouldn't do it is because every person you want to view. This has to have a Power BI license. At least the minimum, I think it's like the ten dollar one. Although I work mostly nonprofits, so I might have the wrong pricing on my brain. Um. What I would do, and this is super easy, I would build the dashboard in Microsoft Azure. And you actually need someone who's capable of doing it. Unfortunately, but fortunately that's me. Speaker 3 00:22:49 Um, it won't take. It wouldn't take but like four or five hours to build it. Um and pull it from the data that's already out there. You already have Dataverse, so Microsoft has Dataverse out there. The forms can go into a tiny SQL database that's very Very small using Dataverse, and so all of the data can be stored in that SQL Server. Um, and it's free. So just a heads up. You can use that to build on and build a free dashboard within Microsoft that can run this, and you can have that free dashboard. Visible on the web, should you choose, or only to internal employees. Speaker 5 00:23:34 I mean, I would love it for for each properties to be on their SharePoint site internal. Yeah. Um. Speaker 5 00:23:47 And and so I guess. Just a question on. On BI and just for my understanding. Is it Microsoft? It starts with an F. I'm sorry. For me, it said, "I have it because I have a free version of." Something. Speaker 5 00:24:17 Does that help? Fiber. Fabric. Fabric. Speaker 4 00:24:24 Yes. Oh, yes. Yes. Speaker 3 00:24:28 So that would that would be part of it, yes. Speaker 5 00:24:32 And so why do I have a free one? Speaker 3 00:24:34 And yeah, everybody can be assigned a free one. That's not an issue. Um, it doesn't get it used to get assigned automatically. It doesn't anymore. Um, Microsoft is very weird, and sometimes we have to go back through and clean up. When they do random things like that, like give out free, But your company as a whole gets I think a thousand free licenses of Fiverr. There's also other things you get free, uh that you just have to individually assign. Speaker 5 00:25:02 Okay. And so, so it said I have access to Power BI because of that. Speaker 3 00:25:09 Yes, you have access to a very small portion. It doesn't give you everything. Speaker 5 00:25:14 Okay, so if we did give. Give everybody fabric, they would have access to something. Speaker 3 00:25:19 Yes, they would have access to something. But not a default Power BI dashboard just yet. Microsoft is not that nice. Yet. Now they may make changes soon because there's been a lot of screaming. With the age of AI, people are starting to use Power BI more. And. Speaker 5 00:25:41 They've been promoting it more. Yes. Speaker 3 00:25:45 Microsoft used to make Power Automate premium. Yeah, there was a lot of things that you needed Power Automate premium for. And they've cut back on that, And they've made a lot of things that you used to have to pay for in that free because of. People just throwing a fit. Um, when they made that adjustment, which was like two months ago, they did it quietly under the radar. And every one of my workflows that was premium, except for two. Was knocked down into the free tier, and those two are actually my high- visible, high- profile automations. So I still sadly needed the premium, But still, Microsoft is making those kind of changes after hearing back from people that pay. You know things like this should be free. And I have a feeling in the next year or so. We're going to see those dashboards go free. Speaker 5 00:26:35 Okay. So then, the other one you mentioned, which one was that? Speaker 3 00:26:43 U m. So Dataverse, um, it's like a smaller. Version of SQL, so SQL. You know what SQL is, right? A little bit. Okay. Tell me. That's about the only word a lot of people know when I say it. It is just a database that you can store data in. Speaker 5 00:27:03 Okay. Understood. And and so. So. Data base. Is something we could use to build the dashboards. Speaker 3 00:27:21 So basically, Microsoft Forms a tenant would enter the information into Microsoft Forms. Microsoft Forms on the back end, which fill out the information automatically in the SQL database. And, then the dashboard in whatever we created in would call up that database for that information. Speaker 5 00:27:39 Okay. Got it. And I guess to understand a bit more about the project and the cause. But I guess that that would be the next step, yes. Speaker 3 00:27:56 Yes. How many people need to see the dashboard? Speaker 5 00:28:02 You know, for me. To to me, it would be on SharePoint that anybody could see. Speaker 3 00:28:08 So all company employees would have access. Speaker 5 00:28:13 That's like thirty employees. Speaker 3 00:28:16 Okay, so thirty employees. I am making notes as you are talking. So, and it is about thirty questions, right? Twelve pages. Thirty- five. Thirty- five questions. Speaker 2 00:28:30 How often would data get refreshed for the report? Speaker 5 00:28:35 Whenever it's, whenever a survey is done. Speaker 2 00:28:40 Like would that be like quarterly, monthly? Speaker 5 00:28:46 We don't know yet. It could be. My thought is that this would be, max probably twice a year. Speaker 2 00:28:53 Oh, gotcha. Speaker 5 00:28:54 It's it's not a, hey we're gonna we're gonna survey you every three months. Yeah, I mean because we need to get the data and then create an action plan to address some of those areas and things aren't going to happen that quickly. U m. How many tenants? We'll say two hundred. Speaker 3 00:29:30 Thinking Off the top of my head, well I Right down two hundred. Speaker 3 00:29:38 Any external sharing that you would do, anybody externally that you would want to see the data? I. Speaker 5 00:29:49 I lean to no, but if there is a core third party that we work with. We might give them access as. A third party that. I guess. We already have a couple third parties that we provide emails to. And but typically it's a more basic license, and if we want them to have more than we provide them a. Bigger access, a bigger yeah, a a. The business license um from Microsoft but. Not to somebody, that's just hey, we have this, and we want to show it to you, um. It would be more people that we do business on a regular basis that need it for some reason. Speaker 5 00:30:36 As part of the role. Speaker 3 00:30:38 Yeah. So. You're looking at around. 800 records a year if you're going quarterly with 35 questions. Speaker 5 00:30:57 Okay. Sorry, say that one more time. Speaker 3 00:30:59 Eight hundred records per year. Speaker 5 00:31:02 And what is what? What is a record? Speaker 3 00:31:04 A record is one tenant putting in one survey a quarter. Okay. So that's the method. So, um. Two hundred tenants surveyed quarterly with thirty five questions. So. Speaker 1 00:31:24 Um. Try to think. The name of the town is derived from the river. Speaker 3 00:31:35 If we do Dataverse, it's not as free as I thought for that amount. It's about five dollars per user. Power BI Pro is fourteen dollars. I just had the team check on that for me because I I uh, I only know nonprofit pricing off the top of my head, which is ten dollars. You guys aren't nonprofits, so No. That would be$ 14 per user per month for viewing. Storage is free, the forms are free, the dashboard is what is your line item. Um. I can we can make a PowerApps canvas app. Um. The film was released on DVD in the United States on October. Speaker 1 00:32:22 12, 2004. Let me see. Speaker 3 00:32:38 You guys won't need to update the dashboard, often as far as the look of it, right? Okay. So it's just a one and done on the look. Speaker 5 00:32:49 I'm thinking so, and I say that because kind of I mean. It would be great to have like you know, financial something you know where it shows how the that property is doing. To budget for the year. But let's start with this. Again, scope creep. Speaker 1 00:33:09 Yeah. I mean. The first is the most important. We. Speaker 3 00:33:20 Could start it out small. We could do a Power Apps canvas. It's like a web app that you can look at. It's five dollars per user per month. It's reading from just a generic SharePoint list. We could build out charts. Galleries, filters, all of that you can do it on a mobile app. It's not slick looking because it's not a custom build. But it is for like a dashboard, like what you guys are looking for. It's more than enough. Um, and you don't really need it looking smart and snazzy. Um. Now, Power BI would be a little bit different. We're talking, you know, fifteen dollars per user is around six hundred dollars per month. Speaker 3 00:34:06 Um, yeah, and so it's that that's where I'm kind of worried. You know, I didn't want you guys going the Power BI route because it is a little bit expensive for what you need. Um If you need it polished, I would go Power BI Pro. Now, if we do a web app. You're probably going to look at around total costs, probably around fifty sixty dollars per month. But I need to double check. It might it would be under two hundred dollars. I know because I've built these before, I run a full fledged web app for Onsor that not only is just a web app, but it's a full fledged application at one hundred fifty dollars on Microsoft. So we could do that if you need the executive grade type of visualization. Speaker 5 00:34:56 The name of the town is derived from the river. You know it's one of those things where when somebody. Get s it in their hands and see that something's. And some things. That we can do something, then a lot of times it's well, let's make it better. Let's make it prettier. Let's make it. You know, and just knowing us, that's often happens. Speaker 3 00:35:21 Yes. And so that's why I was, like that's why I was talking about the. Power Apps version. It's still, What is five times thirty? My brain just went blank. One fifty. Okay, so. You're essentially going to pay for the same amount of cost. So it's now on top of that. You need you'll. I hate to say this, But you'll need me or a member of my team that knows how to do it. Speaker 3 00:36:01 I can always teach someone if you've got anybody that likes to develop things like websites and stuff. I can always teach, but you're going to need about five hours of my time. That's going to cost you under two thousand dollars. And I amestimating high just in case it runs over five hours. Speaker 5 00:36:25 Sure. Sure, and I guess. Speaker 5 00:36:31 If we were to have somebody learn it. We don't have developers. Yeah, So it'd be I guess it'd be more somebody that kind of sees behind the curtain and. So, Speaker 3 00:36:48 I'm going to make it super easy. You're using Claude already. Yeah, You you got guys on there that's already using Claude code. I've seen it. You know, I've seen what could happen. Anyone has a really good understanding of cloud code, it's going to be super easy for them to update it themselves. And I will teach them how to do it, and I'll add that that will already be added into that cost. It's already added in. So essentially, I would be giving you that training for free. Speaker 5 00:37:18 So. I I mean I'd say let's move forward with the proposal. What Christy, what are your thoughts on? Speaker 5 00:37:31 That compared to, and I know you don't have enough information to really. Speaker 3 00:37:35 Yeah, just based on what Vince showed me. Um, I honestly, I'd go that web apps version route just because you're gonna want that nicer. And people are going to want it updated, and everybody's going to come to you and say, Andrew, can we make it do this that and so on. Um, so I would say go that route. Speaker 5 00:38:01 Well, I mean. I don't know, but I don't know. And we may need to have Rebecca talk to you as well, specifically about that which I know she wants. To talk to you about AI too, yeah. Um, cause she knows more about that partnership and what they're capable of and. What happens if we need to modify things? So, so we best to understand and assess the two. Possibilities. Speaker 5 00:38:31 But the the, the as I mentioned with, the other one. Um. It's gonna be a question of access as well. Yeah. Um. And. It's it's not within the Microsoft world, so it's not a dashboard on SharePoint. To my knowledge. Yeah. Speaker 5 00:39:03 So I'm thinking next steps proposal, we'll take a look at that and. And um. And then go from there in terms of may need another call, and I know. Rebecca wants an AI call with you, Christie, so we could perhaps incorporate that. Um, at the start to finalize. Something you know could be just. U m. Ah, you know, finalize for her the alternatives and finalize for us. Um, the alternative that she knows more of to then make that call. Um. Does that sound all right? That's it. Anything on your end? Speaker 2 00:39:53 Uh, no. So I didum. There is I don't know if you've been sent a copy of this one yet, but there is that quick little, Overall, So the the kind of next steps for Claude is we've already had an initial call with Rebecca. We set up the initial environment just for that, The five users and the four users that are kind of like proof of concepting it right now. And so then the next steps are gonna be to get it all secured, get all you know, The guidelines and everything all set up with SSO and SAML and all that good stuff. Once that's across a line, Then I think we can kind of merge these two discussions in terms of like. Speaker 2 00:40:27 What can Claude do for for Anderson in general, and then also how it extends into this stuff? So perfect. Excellent. All right, I think we are aligned. Um, Christy, You and I will work offline to kind of get that proposal set up for them. I think we've got. Do, you have any Is there any data that you're you're still needing or anything, Christy? No, like sample. Do you need the spreadsheet? Speaker 3 00:40:54 Yeah, send me the spreadsheet so I have a better idea. U m. And I can take a look at that and thenum. Give me Andrew, this is going to come from me. Give me a big picture. If you could have the sun, moon, stars and sky on this, what would it look like? I want you to think big picture for me and send that over to me via email. I think you have my email address. If not, Speaker 5 00:41:20 I know where to get it. Okay. Speaker 2 00:41:27 Co ol, okay. I know we're a couple minutes over. So anything else, Andrew? Speaker 5 00:41:33 Oh, let's not open that door. And well, no nothing else for me just. Um, I I can't believe you guys you stayed on so thank you. I thought there were others, um. So thanks for staying on. I appreciate it. I know we've gone over because of that. Um. So sorry for the inconvenience, but thanks for your time. Um. With me, Speaker 3 00:41:54 No worries. G lad to help. Speaker 2 00:41:57 So Andrew, you're a certified cat person. Then we can't be friends. Sounds like. Speaker 5 00:42:04 Cat, dog, love them all. Speaker 2 00:42:06 Okay, all right. Never mind. I take that back. Speaker 5 00:42:10 But I don't have CAPTCHA. Speaker 3 00:42:12 I've tried to get you one, but My dog will be very upset. So I have a cat that loves dogs. I went to go get to adopt a dog that I could turn into a service dog because I. And sideline, I work with foster teens in in care, and so I am a foster parent. Um and I have I've had service dogs in the past for myself. And so I was looking to train another dog. And I walked away with a kitten instead. There is nothing wrong with that. No, nothing wrong. No, Speaker 5 00:42:45 So and I love both paths. Speaker 3 00:42:49 Yeah. So. All right, guys. I need to jump off and prep for another meeting that's coming up. Of course, we're over. Speaker 5 00:42:57 Great to see you both. No worries. Speaker 3 00:42:59 I will see you guys later.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=bc1032cd-fa9f-41d6-ad12-fafc8ee5d374&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NzUwMjg0NCJ9.CgoKBHNuaWQSAjY0EgsItPWx6d2Qkz8QBRoLMTAwLjU0LjkuNDUqLHFKSkpZemhRbnVYU2JNbFhOMEZQa1JEMDN2M1diUUEwKzhoZ01WU2xFN2M9MJoBOAFCEKIO1i3f0AAQqSLz5ymqoJpKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.8m9UZ85LfQe-EJpxe-mcZoZU3W8m7CdJSLLiU_8kRNs&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
AE307A9748182196EF1B69D4C51F93BC13E425C5-96D6	> Date & Time: 2026-04-29 17:36:31 > Location: [Insert Location] > Customer: April (Crimson IT), on behalf of Katerina (Crimson IT) ## Overview The consultation addressed property insurance options for Crimson IT, comparing a new quote that is nearly $3,000 less than the current premium but includes a significant limitation on water damage coverage. Edward presented a $5,285/year quote with a $25,000 water damage cap, compared to the existing/alternative coverage costing about $8,000/year. The key challenge is balancing cost savings with increased risk exposure due to the limited water damage coverage, as prior claims can reach $140,000. The immediate goal is to share the quote with Katerina for decision-making while she is abroad. ## Background April from Crimson IT contacted Edward to discuss renewal options for Katerina’s policy. Edward found a competitively priced quote at $5,285 per year, substantially lower than the approximately $8,000 option. However, this savings comes with a critical constraint: water damage is capped at $25,000. Historical claim examples show water damage can be very expensive (e.g., $140,000). Edward agreed to email the quote to Katerina’s Crimson IT email (katerina@crimsonit.com) and CC April (april@crimsonit.com). Katerina is currently out of the country; April will alert her that the quote was sent. Content creation date: 2026-04-29 17:36:31. ## Pain Points The risk of inadequate water damage coverage under the lower-cost policy. The proposed $5,285/year policy limits water damage coverage to **$25,000**, which is significantly lower than potential real-world exposure. - Impact: Potential **large out-of-pocket costs** if a water damage incident exceeds $25,000, which could be financially disruptive to Crimson IT. - Current Situation: Edward presented this as the most cost-effective option compared to current/other choices; April and Katerina must decide whether to accept the risk in exchange for savings. - Quantitative Metrics: New quote: **$5,285/year**. Alternative/current cost: **about $8,000/year**. Noted prior water damage claim example: **$140,000**. Savings: **almost $3,000** compared to $8,000/year. - Examples: Edward cited a **$140,000** water damage claim, underscoring the insufficiency of a **$25,000** cap. - Context: Water damage claims are **expensive**; the quote is “the only decent option” compared to current arrangements at a higher premium. - Stakeholders: **Katerina** (policyholder/decision-maker), **April** (coordinator at Crimson IT), **Edward** (insurance advisor/broker), and Crimson IT’s **finance/operations** impacted by potential claim costs. The complexity of the current premium structure and decision trade-offs. The existing option totals just under **$8,000**, combining a “fair plan” at **$4,600** and a “Platinum Companion policy” at **$2,300**, complicating comparison and decision-making. - Impact: Decision delays and potential confusion over coverage components and aggregate cost; risk of defaulting into a suboptimal renewal. - Current Situation: Edward outlined components and totals; April is facilitating communication with Katerina, who is overseas. - Quantitative Metrics: Fair plan **$4,600**, Platinum Companion policy **$2,300**, combined “just under **8,000**.” - Examples: Edward corrected and clarified figures during the call (“seven thousand again… sorry, eight thousand”). - Context: Time-sensitive renewal choices, with the alternative being significantly pricier but possibly offering broader protection. - Stakeholders: **Katerina** (final decision), **April** (coordination), **Edward** (advisory clarity), and **finance** stakeholders. ## Expectations Make an informed decision on whether to adopt the $5,285/year policy with a $25,000 water damage limit or retain the approximately $8,000/year coverage, balancing cost savings with adequate risk protection. - Timeframe: Near-term, as April wants Katerina to review the quote promptly while she is abroad and will notify her immediately after receipt. - Resources Required: The emailed quote with highlighted coverage limits; potentially additional comparisons or endorsement options. - Success Metrics: Clear acknowledgment from Katerina on her choice; understanding of coverage caps; avoidance of unforeseen coverage gaps. - Stakeholders: **Katerina** (decision-maker), **April** (facilitator), **Edward** (advisor). Receive and review the emailed quote and ensure correct recipients are CC’d. Ensure Katerina receives the materials at her crimsonit.com address and April is copied. - Timeframe: Immediate; email was sent during the call on 2026-04-29. - Resources Required: Accurate email addresses (katerina@crimsonit.com, april@crimsonit.com); highlighted summary of key policy differences. - Success Metrics: Confirmation of receipt by both April and Katerina; Katerina’s acknowledgment while abroad. - Stakeholders: **Edward** (sender), **April** (CC), **Katerina** (recipient). ## Other Information Summary - Katerina is currently out of the country; April will alert her that the quote has been sent. - Edward emphasized that water damage claims can be very costly, citing a $140,000 example. - Confirmed email addresses: april@crimsonit.com and katerina@crimsonit.com. - The lower-cost policy at $5,285/year is described as the only “decent option” compared to current pricing, but it carries a $25,000 water damage cap. ## To-Do List - [ ] Edward to provide a highlighted summary in the quote email emphasizing the $25,000 water damage cap and total annual premium of $5,285. Deadline: Sent during the call on 2026-04-29; ensure clarity. - [ ] April to notify Katerina (who is abroad) that the quote has been sent to katerina@crimsonit.com and coordinate review. Deadline: Immediate (2026-04-29 to 2026-05-01). - [ ] Katerina to review the $5,285 quote versus the approximately $8,000 alternative and decide on the preferred policy. Deadline: As soon as feasible; date not specified. - [ ] Edward to prepare a side-by-side comparison, including potential add-on/endorsement options for water damage (if available) and any deductible differences. Deadline: Upon request by April/Katerina. > AI Suggestions > The AI has identified the client's biggest pain point as the risk of insufficient water damage coverage ($25,000 cap) under the lower-cost $5,285 policy. > 1. Request an endorsement to increase the water damage sublimit (e.g., to $100,000 or higher) and price the incremental premium, presenting tiered options (e.g., $25k/$50k/$100k/$250k) to quantify cost vs. risk. > 2. Explore a hybrid structure: maintain the $5,285 base policy and add a targeted standalone water damage or equipment/leak protection rider if available, or a supplemental excess policy covering water damage above $25,000. > 3. Conduct a quick risk assessment: review building age, plumbing/HVAC condition, prior loss history, and mitigation controls (water sensors, automatic shutoff valves) to negotiate better terms or discounts and justify a higher sublimit. > 4. Price the status quo vs. downside scenarios: model a $140,000 water claim under each option to show net out-of-pocket exposure, helping Katerina make a data-driven choice (e.g., expected loss vs. premium savings). > 5. If endorsements aren’t available, test alternative carriers for quotes specifically benchmarking water damage sublimits and include deductible adjustments to keep the premium near $5,285 while improving coverage.	Apr 29, 2026	Speaker 1 00:00:09 I'm not sure. Insurance may help you. Speaker 2 00:00:11 Hi Edward, it's April. Speaker 1 00:00:13 Oh yes April, I am at your disposal. The name of. Speaker 3 00:00:22 The town is derived from the river. Speaker 2 00:00:24 Okay, no worries. Okay. Speaker 3 00:00:43 Okay. The. I. Okay, Speaker 1 00:01:09 We have. A quote that I am kind of inclined to recommend. Almost $3,000 cheaper than what we're paying now. There is one nasty hitch. They cover everything, but the water damage coverage is limited to $25, 000. Which is very risky, but the quote is fifty three hundred a year. Speaker 1 00:01:41 As opposed to eight thousand that she'd be paying elsewhere. So, Speaker 2 00:01:48 Fifty three hundred a year? Speaker 1 00:01:51 Yes. 5285. Speaker 2 00:01:58 Okay, that's five thousand two eighty five. Okay, Speaker 1 00:02:01 Yes. Like I said, water damage claims they are expensive. Speaker 1 00:02:10 I've seen a claim, you know, of$ 140, 000. So it's not an easy decision. But that's the only decent option we have compared to what we have now. Speaker 2 00:02:29 Okay, alright. If that's the case, uh, would you be able. To send a quote to Katerina so she can. Speaker 1 00:02:38 Yeah, let me send it and I will highlight. Also, Speaker 2 00:02:43 Can you copy me in the email? Yes. Okay, perfect. Speaker 1 00:02:49 Let me do this. Oops. Speaker 1 00:03:15 Oh. Okay, so it goes to April at Crimson IT. Dot. com. Yep, it goes to. Kamchatka 24. Speaker 2 00:03:30 Oh, is it Katrina's personal email? Speaker 1 00:03:33 Yes, I believe so. That's the only one I have. Speaker 2 00:03:37 Or you can send it to her crimson email. Oh, which is? Which isum Katerina That's K A T E R I N A. At crimsonit dot com. Speaker 3 00:03:52 Oh, okay. Okay, I'll send it. Okay. Speaker 3 00:04:17 Go t it. Speaker 1 00:04:18 Okay. Well, if yeah, should Kateryna decide to stay with what she has now? She will be playing seven thousand a game. Um, sorry, eight thousand. Yes, fair plan is forty six hundred. And the Platinum Companion policy is$ 2, 300. Yep. So it's just under 8, 000. Speaker 2 00:04:47 Okay, um. Did you uh did you send an email already. I do. Oh, okay. Let me wait for it to. Mhm. Speaker 1 00:05:02 Oh, there you go. Okay. I see, okay. Yeah, I do receive the email now. Um, I'll go ahead and give a heads up to Katrina because. Speaker 2 00:05:15 U m, she's currently out of the country, But I'll just give her a heads up that the quote has been sent already. Okay. Perfect. Speaker 1 00:05:23 Okay, thanks. Of course, no problem. Yeah. Uh, Speaker 2 00:05:29 Thank you, Edward. I'll just give you a call if there's anything else that we need. Very well. Okay, thanks Edward. Have a good day.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=dace5080-5c2c-4325-8418-1c14a9f2e7a0&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NzUxMzEzNCJ9.CgoKBHNuaWQSAjY0EgsI-p3dwNyWkz8QBRoLMy4yMjcuMjQ5LjQqLFkzYzJWTGpyQWZTbGN4RFM2WmZNVEhuUDJ1VjdPUVVXOW5TaVQvdU1ENXM9MJoBOAFCEKIO3_4esAAQj26tjWzpE7hKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.uArsZYDY-Q8LOuweD7z-E8Gce5iwv0kCJalyTHkkRUs&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
76CBC8DDD3E692DAEECF085F75E989FE62D00356-F6F7	Date & Time: 2026-06-10 11:50:12 Location: [Insert Location] Customer: David Aberra (Newmark) ## Overview This consultation is with David Aberra, Director of Support and Operations at Newmark. Newmark has taken over property management for the office at 333 S Grand Avenue, Suite 1500, Los Angeles, which was previously managed by CBRE or Brookfield. David seeks clarity on the scope of technology services provided by Crimson IT at this site. His primary concern is ensuring connectivity and a smooth operational transition for Newmark’s users—especially internet circuits—since he believes the prior Cogent circuit was disconnected by CBRE. His goal is to schedule a technical meeting to review the existing infrastructure and plan for his team’s operational needs. ## Background David Aberra is the Director of Support and Operations at Newmark. Newmark is the new property manager for the building at **333 S Grand Avenue, Suite 1500, Los Angeles, CA** (Wells Fargo Center). The property was previously managed by **Brookfield** and then **CBRE**, during which Crimson IT provided technology services. David initiated this call to engage Crimson IT and understand current services—particularly internet connectivity—to support Newmark’s transition. ## Pain Points The primary pain point is **uncertainty about the existing technology infrastructure and services at the newly managed property**, which complicates the operational transition. This is especially critical for internet connectivity. David believes the previous **Cogent circuit was disconnected by CBRE**, potentially leaving Newmark without service. As a result, they may need to order a new circuit without knowing whether a usable one already exists. The impact includes potential delays in getting users operational, unnecessary costs if existing services can be leveraged, and an inefficient transition. Stakeholders include David’s Support and Operations team and Newmark users who will work in the office. ## Expectations David expects to **establish a direct line of communication with Crimson IT’s technical team** supporting 333 S Grand Avenue. His specific goal is to **schedule a meeting for June 11, 2026** to review technology services in detail. He wants to understand the current infrastructure, especially internet circuits, to determine how users will operate in the new office. Success for this interaction is a confirmed meeting with the appropriate technical personnel to address infrastructure questions. ## Other Information Summary - The customer’s full name is David Aberra. - The customer’s company is Newmark. - The property is known as the Wells Fargo Center and was previously managed by Brookfield and CBRE. - The customer’s email: David.Aberra@nmrk.com. ## To-Do List - [ ] Send an introductory email to David Aberra (David.Aberra@nmrk.com) and the onsite engineer for the property. - [ ] Coordinate with the onsite engineer to confirm availability for a meeting on June 11, 2026. - [ ] Propose meeting times to David Aberra and his team to discuss technology services at 333 S Grand Avenue. > **AI Suggestions** > The AI has identified the client’s biggest pain point as a lack of clarity about the existing technology infrastructure and services at the newly managed property, especially internet connectivity. Consider the following: > 1. Prepare a “Site Technology Overview” document before the meeting, detailing all active/inactive services, including internet circuits (provider, bandwidth, status), network hardware, and any managed services. This directly addresses David’s primary questions and demonstrates preparedness. > 2. In the initial email, include the name and title of the primary onsite engineer to personalize the connection and assure David he’ll engage with the right subject-matter expert. > 3. In the meeting, present a concise “Transition Plan” with options to reactivate the old circuit, leverage existing infrastructure, or install a new dedicated Newmark circuit, including timelines and cost estimates. This steers the conversation toward solutions and execution.	Jun 10, 2026	Speaker 2 00:00:03 Hello. Hi David, this is April with Crimson IT returning your call. Speaker 1 00:00:06 Hey April, how are you? Speaker 2 00:00:08 I'm good. How are you? Speaker 1 00:00:10 Good good. Speaker 2 00:00:12 Okay so yeah, I received your email regarding a property in Los Angeles that your team manages and that we currently support. So I wasn't able to identify which property you were referring to from the message. So was I hoping you could provide a property. Name or yeah, Speaker 1 00:00:30 This is the only office. Give me one second. Let's see here. Okay, um, Speaker 3 00:00:55 This is one that. Speaker 1 00:01:00 I think CBRE or uh they used to be in there. And uh I guess we took over? Oh, this is the the address is 333 S Grand Avenue Suite 1500. Speaker 2 00:01:17 S Tenth Avenue you said? Speaker 1 00:01:20 333 S Grand Avenue Suite 1500. That's in Los Angeles, California. Speaker 2 00:01:29 Suite fifteen hundred. Okay. One second. Let me check. Speaker 3 00:01:40 South. Uh, Speaker 2 00:01:52 I'm sorry for the address after south, Did you say tenth like the number ten, South tenth? Speaker 1 00:01:59 Uh, sorry. I must take one second. Speaker 3 00:02:08 Um, I. Speaker 1 00:02:17 Mean, how many offices do you guys support in Los Angeles? You have many buildings. Speaker 2 00:02:21 Um, yeah we do and for CBRE we have a handful as well. Speaker 1 00:02:25 It's not CBRE though. I'm I'm, I'm with Newmark, so this should be under. The building is under the property management is now Newmark. Newmark. I was just telling you, I was just giving you background. I believe CBRE was there before, maybe you guys were helping support that as well, I'm not sure. Uh. Speaker 2 00:02:50 Okay yeah but yeah could you could, Help me clarify the address so I can maybe check by the address. Speaker 1 00:02:60 Three three three, South Grand Avenue. Oh, grand! Yeah, Speaker 2 00:03:07 Gotcha. Okay, one sec. South Grand Avenue. I think that address looks familiar to me. Speaker 2 00:03:30 Oh, it's W F C the Wells Fargo. Center. I'm sorry. Uh, what we have here is uh for, previously it was Brookfield Wells Fargo Center. Or I think that was called. I'm not sure what you're asking me. No, I'm just telling you that the address that I found is listed under Brookfield. Um. Wells Fargo Center, or I think now it's called um it's now listed under CBRE, but let me just double check here. But anyway, well I was I'm looking for the confirmation here. Is there anything that you need from us? That's why Well yeah, Speaker 1 00:04:17 I did a You're a technology company correct? You provide technology services uh here in this building. Speaker 2 00:04:23 Yes we do. Speaker 1 00:04:25 Okay perfect so again, I'm with Newmark. I'm the Director of Support and Operations globally. So, as you have take as you're providing the technology service, I wanted to talk to some of your folks or maybe Teo or others, what exactly you're providing. I wanted to discuss how our users will work in that office. You know, what circuits are, you know, I think there's a cogent circuit there that CBRE disconnected. Speaker 1 00:04:58 So, we are ordering a circuit. Or do you already have a circuit that we can leverage? It's just I just wanted to touch base with the technology team who was supporting that building. Speaker 2 00:05:12 Okay. Um, yeah, So I think I can go ahead and connect you to one of our engineers who's the onsite person for that building. Would you mind, if you provide me your email address and then we'll coordinate from there? Speaker 1 00:05:29 Yeah, so first name is David D A V I D. Dot A as an apple B as in boy E as an elephant. R A at N M R K dot com. So that's David dot Aberra at N like Nancy M like Mary. R like reverse, K like kite. N M R K dot com. Speaker 2 00:05:58 Gotcha. Okay, yeah, I'll reach out to our engineer who's in charge, And then Do, Speaker 1 00:06:05 You have the can you repeat the email for me? I just want to make sure because sometimes these things get lost. Speaker 2 00:06:11 Oh. Yes, that's David Oh sorry Um yeah that's David dot Abera That's A like apple B like boy E like elephant. Um, Double R and an A at N like Nancy M like Mary R K dot com. Correct. Speaker 1 00:06:30 Correct. Yeah, David dot Aberra at NMRK. Yeah, that's correct. Okay, thank you. So yeah, if if we can, yeah, if you can send an email to me, and I want to add a couple people from my side, and maybe we could set up a meeting to discuss. Uh, maybe tomorrow. Uh, that would be helpful. Speaker 2 00:06:49 Okay, yeah. Um, I'll definitely check on their schedule as well, and you'll let you know if they're available tomorrow. If not, um, We can work on some some other times that we would work for both parties. Sure. Sure. Alright, okay. Um, thanks for calling us David and I'll just give you an update via email. Speaker 1 00:07:08 All right Thank you so much. You have a good one. Speaker 2 00:07:10 Okay You too Thanks Bye bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=04bd925f-ff2d-44a8-8fe1-3e996f9fa917&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MTEyMTgxNyJ9.CgoKBHNuaWQSAjY0EgsIhoKFrKDLoz8QBRoOMTMuMjE4LjIyNC4yMjMqLDZkVkNuRkFjK21yc3gzaWErd1lsZmMxamJoTU0yTHlkSG1mNk9JdlVicjg9MJoBOAFCEKIcUYBBIAAQxXlEYHlyCfRKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.9HG99PYkjjo--cN5MlDyBdhazvModmk7LEFa8yhaSKQ&ApiVersion=2.0	—▾	Send intro email to David Aberra and the onsite engineer for 333 S Grand AveDecide whether to reactivate the existing Cogent circuit, leverage other existing infrastructure, or order a new dedicated Newmark circuitCoordinate with onsite engineer to confirm availability and propose meeting times for June 11, 2026+1	✓	—▾	—	—	—	—	—	✓
04-29 Meeting: Cybersecurity Incident Response Tabletop Exercise	> Date: 2026-04-29 13:00:22 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 5] ### Meeting Notes #### Personal and Professional Updates - Speaker 3 shared that her daughter is graduating high school and that they finalized an adoption in August. The family also has a meeting with DCFS as they are considering fostering another child. - Speaker 3 has been working heavily on AI projects for three clients and is rarely at the Crimson headquarters. - Speaker 2 mentioned signing a quote for an enterprise-level Claude license and is waiting for the next steps on the rollout. - Speaker 3 confirmed she will assist with the Claude rollout and is currently working on something within the platform. #### Claude AI Implementation - Speaker 2 expressed that Suzanne was "sold" on Claude after a demo, particularly its data analysis capabilities, which are seen as a vital tool for the company. - Speaker 3 shared her personal blog, `AdaptToIT.com`, where she is writing a series on Claude agents. An article from this series has also been published on the Crimson blog. #### Tabletop Exercise on Cybersecurity Incident Response - Speaker 3 facilitated a structured tabletop exercise to test the company's response to security incidents, designed to meet compliance standards (e.g., ISO, FINRA, HIPAA) and cybersecurity insurance requirements. - **Ground Rules:** The session was recorded for internal use, with Speaker 3 as a neutral facilitator, Mike (Speaker 5) representing Crimson IT, and all participants speaking from their actual roles. - **Technology Environment Overview:** - **Productivity:** Microsoft 365 with Exchange Online, SharePoint, and Teams. - **Security:** Huntress for endpoint security. - **Backup:** Datto SaaS Protection for Microsoft 365 data, backed up twice daily. - **Training:** KnowBe4 for phishing simulation. - **Infrastructure:** Fully cloud-based with Meraki network equipment on-premise. #### Scenario 1: Cybersecurity Ransomware Attack - **Scenario:** A staff member reports a slow laptop and strange file extensions at 8:30 AM. By 9:00 AM, Huntress quarantines activity on two other devices, and a ransom note for $50,000 in Bitcoin appears with a 72-hour deadline. - **Initial Response Protocol:** - **Notification:** Speaker 2 would first notify Crimson IT via the help desk, then inform Suzanne. Staff would be alerted via Slack and group text, as email might be compromised. - **Technical Response (Crimson IT):** A ticket would be created and triaged to the security team. Mike would act as an escalation point. Data restoration time depends on factors like mailbox size, with the internal expert, Azlon, responsible. - **Ransom and External Communication:** - The decision to pay the ransom would be made by Suzanne, likely after consulting the board's executive committee. Decisions on involving the FBI or CISA would also be deferred to Suzanne. - Either Speaker 2 or Speaker 4 would contact the insurance carrier via their broker (True Core) at Suzanne's direction. Hard copies of the policy and contact info are at Kevin’s desk. - **Breach Communication (Post-Decision):** If not paying the ransom, Suzanne would immediately inform the board chair and executive committee. Communication to unaffected staff would be on a "need to know" basis. It was noted that insurance providers often supply a "breach coach." - **Conclusion:** The organization lacks a formal, written policy for this type of incident, highlighting the need to create one. #### Scenario 2: Microsoft Service Outage - **Scenario:** A regional outage causes all Microsoft services (Outlook, Teams, SharePoint) to be down for 4-8 hours. - **Response:** - Internal communication would rely on a "phone chain" and group texts, using hard copies of staff contact numbers. - Office workers would be unable to perform most tasks, halting business operations. - VIP stakeholder communication would be managed by Suzanne via cellular phone. Field personnel would be contacted via walkie-talkies or cell phones. - Some functions like bookkeeping (Xero) and accounts payable (Bill.com) could continue if not tied to email for 2FA. - **Conclusion:** An extended outage would require all coordination to happen via phone and text. The discussion raised the need for backup, non-Microsoft email addresses for emergencies. #### Scenario 3: Office Closure Due to Gas Leak - **Scenario:** The main office is closed for 24-72 hours due to a gas leak. - **Response:** - Staff would be notified of the shift to remote work via a text chain. - Since operations are cloud-based, most staff can work remotely and remain fully functional. Employees use their own computers, for which the company reimburses approved antivirus software. - A secondary service center is available for printing needs. - In Suzanne's absence, Nick Griffin is authorized to approve remote work for all staff. - A prolonged closure (5+ days) is not expected to materially impact operations, as staff are experienced with remote work. - **System and Document Accessibility:** The phone system forwards voicemails to email, and an app mirrors the office line. Nearly all critical documents are digitized and cloud-based. - **Event and Workspace Alternatives:** A scheduled community event could proceed if not in the affected building. Informal alternate workspaces include a secondary office at 640 South Olive and the U.S. Bank Tower conference center. #### Policy Updates and Documentation Review - The "Cyber and Data Security Incident Response Plan" from 2024 needs to be updated and distributed to all staff. - Christy will write a report on the meeting for review by Michael and Speaker 2 before it is presented to Suzanne. - After approval, Christy will rewrite the cybersecurity policy and create a new comprehensive IT policy, incorporating an updated staff contact list. ### Next Arrangements - [ ] Speaker 2 will call the help desk about a laptop sign-in issue for Microsoft apps. - [ ] Speaker 2 to send the updated key contact list to Christy by April 30, 2026. - [ ] Speaker 2 will review the company's cybersecurity insurance coverage to better understand its specifics. - [ ] Christy will send a meeting report to Michael and Speaker 2 for review. - [ ] Christy will update the cybersecurity policy and create a new IT policy after receiving feedback and the contact list. - [ ] Christy will provide a copy of the meeting transcript summary. - [ ] Create a formal, written incident response policy and maintain hard copies. - [ ] Consider establishing a backup communication method, such as collecting personal email addresses for emergency notifications. - [ ] Clarify who has the authority to officially activate a remote work posture for the organization. ### 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 company does not have a formalized policy on whether to pay a ransom, deferring the decision entirely to one person in a crisis. The specifics of the cybersecurity insurance policy, including coverage for an incident response coach or forensics, were also unknown. > 2. It was unclear if any grant funding or contractual obligations require a breach notification, and no action was assigned to determine this. > 3. The exact recovery time objective (RTO) for restoring data from backups was not clearly defined. > 4. The authority to activate a remote work posture for the entire organization was discussed but not explicitly assigned, though a backup person (Nick Griffin) was named. > 5. The security risks of using personal email for business continuity were raised, but no clear policy or guidelines were established. > 6. The alternate workspace plan is informal, with no formalized procedure for activating these spaces in an emergency. > 7. Hard copy records from 2017 are not digitized. While considered low-impact for a short-term closure, a plan for their eventual digitization could mitigate future risks.	Apr 29, 2026	Speaker 1 00:00:20 The name of the town is derived from the river. The name of the town is derived from the river. The film was shot in black and white. Speaker 2 00:00:30 The film was shot in the city of Krasnodar. Kevin! Christy. My goodness, cause you live and breathe. Speaker 1 00:00:35 I know it's been busy. Speaker 2 00:00:37 It has been forever in a day. Yes. Speaker 2 00:00:41 Oh, it's so good to see you. Speaker 3 00:00:44 It's good to see you as well. Speaker 2 00:00:46 Thank you, thank you. How is life treating you these days? Speaker 3 00:00:50 Good. My daughter is graduating from high school this year. I know, right? Speaker 2 00:00:57 Suzanne's daughter is graduating from college this month. I mean, the years. It just like. I know. Speaker 3 00:01:06 It feels like yesterday when I was telling you I'm going to foster a kid. And then. Now we finalized the adoption back in August, and she's been with me. Yeah. She's been with me for two years. Um, she is oh here here's a picture. Speaker 2 00:01:23 Please. Oh, wow. She is a beautiful looking. Speaker 2 00:01:31 That's a proud moment. Speaker 3 00:01:32 Yeah, so it's it's great like. I, we are actually we have a meeting with D C F S uh this evening, which is why I why I am at home. Because we are taking it on another kid, so I'm gonna do one more. Speaker 2 00:01:48 You are amazing. You're absolutely amazing. The gift of love, I mean, that's truly, I mean, one of the greatest gifts ever. Speaker 3 00:01:54 So you know Thanks. U m, but yeah, things are going really well. I've been doing a lot with AI. Um, stepping back into my compliance hat for you guys. Um, I've got uh three clients that I am heavily working through soum. I'm on site with them. I'm never at the Crimson headquarters anymore. Speaker 2 00:02:16 Wow. So wow. Speaker 3 00:02:18 Just today, Speaker 2 00:02:18 I was in work from home. Well, and good for you. And you have a little bit of flexibility that way. Then I guess which is really really nice. Yeah. And that's fantastic. And of course, We had just signed the quote for the enterprise level Claude and just waiting to hear from you all in terms of what the next steps are and how. How this is all going to roll out? Speaker 3 00:02:39 Yes, actually you're waiting on me. So I've been doing a lot of the AI rollouts. I just actually attended a meeting today on Claude, and how other companies are using it. Just to you know, I guess I like jump into those meetings and things like that. U m, So I I do have that andum I'll be helping you guys roll out Clod. In fact, I'm actually working on something in Clod right now. Great, great. So, Speaker 2 00:03:08 Yeah, I know Suzanne's looking forward to that. She was really sold on it when Fern and I got together, and he just sort of walked her through and did a little bit of a demo. And she was totally on board. And I guess the big thing, of course, for us which will be a vital tool is the ability to analyze data. I know that that's something Suzanne because it's just amazing the speed at which it can analyze. That is amazing, and so yeah, I know she's interested in getting that out to the company for the rest of the uh. For my coworkers, so yeah, that'd be great. Looking forward to it. Speaker 3 00:03:42 Yeah, I stuck aum. I stuck out a. Web site up there, That's my personal blog that I where I do a lot about AI and stuff like that. There is a. I am doing a series on Claude agents right now. So. I there is one in there. Uh, Anzor had it published to our Crimson blog, so it is in there. Speaker 2 00:04:06 Okay, great. Appreciate you sharing that with me. Yeah. Will Mike be joining us today? Is it going to be the three of us? Speaker 3 00:04:15 He's supposed to be joining because this is gonna be a tabletop exercise, but. Um, that I run with clients and and I really need the the. The crimson person in here. Speaker 2 00:04:27 Okay, all right. Well, no worries. No worries. We can give it a couple minutes then. And I know he did reach out to me last night. Wasn't sure in the event that he said, it might be more than an hour. I can't speak for Michael. Michael might have other meetings. U m, But I'm more than happy if we need to run over by a couple minutes. I'm more than happy to stay on. Speaker 4 00:04:45 Yeah, I can stay on as well. Speaker 2 00:04:47 Okay, that's great. I appreciate that. The name of the town is derived from the river. So what is what is that? Is that adapt o i t dot com? Speaker 3 00:05:03 Adapt two I T. Speaker 2 00:05:05 Oh, adapt to it. Speaker 2 00:05:23 The City is located in the central part of the island. Well, it says the site can't be reached. I don't know. Speaker 3 00:05:28 Oh, let me let me check something because I am in it. Speaker 2 00:05:33 Wait a minute. Wait a minute. Wait a minute. I inadvertently put adapt in two and put two t's in there. Never mind. Here we go. So you guys do, um, you're doing is uh so this is like a blog and articles. Speaker 3 00:05:52 Things I write. Speaker 2 00:05:54 This for you that you write. And this is all you? Yes. Wow. Yeah. It's a nice little body of work you've made there. Thank you. It's fantastic. Save this to look because this could. Speaker 3 00:06:12 Let me see where Mike is. Yeah. Maybe he is running a little late. Speaker 2 00:06:19 He didn't tell me he was going to be running late, but it's certainly understandable with him. I can only imagine. Speaker 3 00:06:27 I sent him over the exercise and he never even responded to that one. Oh, Speaker 2 00:06:32 It's interesting. Okay. Yeah. I am not a strict man, I have no problems. Speaker 1 00:06:57 The name of the town is derived from the river. Speaker 2 00:07:03 Christy, I'm going to be finished with our meeting this afternoon. I've got a time sensitive request. I'm going to be calling the help desk. Okay, you guys don't provide like security support for laptops, but we have a. Big event tomorrow morning. First thing in the morning, we need to choose our laptop. And one we're having an issue, and I ran into this issue in the past with. Laptop for some reason. When I log in, If you try to log into yourum into any of the Microsoft apps like Excel, or you know Word or something. It prompts you to sign in. You go through the whole sign in procedure, but then it always comes back with an error and says it can't. Log you in, So I don't know, is that an issue that you're familiar with as to why that might happen. Speaker 3 00:07:51 I'm gonna wanna dig into that one myself. Um. Speaker 2 00:07:56 No worries. Like I said, I'll follow up with the help desk first thing as soon as we're done here. Yeah. Okay. Thank you. Speaker 5 00:08:06 Sorry, guys. It's better late than never. Speaker 2 00:08:11 Well, no, that's it's like last time that that Zoom meeting. I don't get a pop on my calendar so. Well, you know, you just you just seem fashionably late. So now the party we can start the party. You are here. Speaker 5 00:08:23 I appreciate the grace. Al right, Michael. Sorry, Kevin. No worries. No worries, Mike. Speaker 3 00:08:28 No worries. Um So basically, we're going to run this as a true tabletop exercise because honestly, it is. Um, let me get my document. I had it up and then I I went back to Claude to work on something real quick. And then I pinged. Mike and then I lost the document. Um, so real quickly, what we do on a tabletop exercise, we usually run these as a compliancyum. Type situation we try to make them structured so that, It passes any and all audits that you might have or will have in the future. So if stakeholders or board requires it, or cybersecurity insurance requires it. We can provide them with that report, and it's usually done yearly. We don't do it for everybody, And I'll explain that not every client needs to have it done because they may not have. Speaker 3 00:09:23 Compliancy that they need to follow through on or anything along those lines, but we are providing it to you guys today. This is something that DTLA definitely needs to get done. And then I once we are done with the scenario, I will go back and write you an official report, and that will get sent to you. I'll sign off on it, and then if you have any questions, let me know. I do have some ground rules for you. Um, I won't speak because well, I will speak, but I won't jump in and say, Well, this is how Clemson is going to do that. That is Mike's job. So Mike is going to be representing Clemson IT. I'm representing as a neutral party. Um, so even though I know you guys well and I have, well, I've worked on your account for the four years that I've been at Crimson. Uh, in this case, I'm going to be stepping back and just. Being in my role of a neutral. Speaker 3 00:10:15 Observer and a neutral facilitator. Now, there is no wrong answers, so it is a learning exercise. There's no wrong answers. You are free to say we need to take this back and figure this out with Suzanne or anyone else that you need to speak to. Um, I want you to each of you speak from your role as you would in a real incident. So Mike will speak as his role as your account manager and your key contact. Uh, both uh Kevin and. Michael will be speaking from their own roles. Anything that you don't know the answer to, just say so. And you are free to do so. Any action items captured today will be tracked in ConnectWise. And then my next question is, are you guys okay if I? Record this on my end. You won't see the recording. You won't know that I am recording, but are you okay with the recording? I just need both of you to say out loud, yes. Speaker 2 00:11:09 Yes, I don't have an issue. Michael? Speaker 4 00:11:15 Yes, You have my permission. Speaker 3 00:11:17 Awesome. I am not going to take Mike's permission. He's just going to have to bring me a cold diet Dr Pepper too. Speaker 5 00:11:23 Real quick, not wine. Not going to. So, just real quick, in my answers, just be mindful. I am still fairly new with DTLA. So just because I may not have the answer, that doesn't mean someone at Crimson doesn't have the answer. Correct. All right. Speaker 2 00:11:43 We're getting set up like this is some kind of a doctoral dissertation, like some kind of defense. Speaker 3 00:11:49 I do make it that way officially, just so that there's no if you get audited and Trust me, you guys have. I don't have any worries about you. This is how I run it for our clients that are ISO compliant or FINRA compliant or HIPAA. This is how I run it for them, So I am going to give you guys the same treatment and want to make it make it strong. And full proof. So okay, I am going to go over your technology environment real quick. If it goes over your head, completely understandable. But I am going to try to make it in a way, you guys will understand it. So please stop me. Um, if you have any questions, your productivity apps is Microsoft three sixty five with Exchange Online. You use SharePoint and Teams for file retention. Speaker 3 00:12:37 Technically, you use Teams, but SharePoint is the backbone to how you save your documents and use them. Your endpoint security, Meaning the software that keeps you safe from bad actors like ransomware or any type of hacks or any type of phishing and stuff like that, is Huntress. Which was a change from last year because last year it was Sophos. You are backing up your Microsoft data using Datto SaaS Protection within Office three hundred and sixty five. It is backed up twice daily and it is replicated by a cloud. Your security training is Noble for phishing simulation and awareness, which you guys do have the Fish Alert button within your Office uh tools. And then you guys are fully cloud based, so there is no on premise servers. So we don't have anything physical in your office other than your network equipment, So your firewall, which is Meraki and your APs and your switches, which are all Meraki. Make sense. Speaker 3 00:13:34 Sounds right. All right, so we're going to go through a scenario, and I am going to read aloud the scenario to you guys. Um, I want you guys to discuss it. Hang on one second ;. My screen is on a sleep timer, and it's about to power off on me. So let me fix that. Um, so basically the scenario I give you, I am going to ask you some questions. We're going to have about twelve minutes go over some of this. Um, and the discussion questions once I ask a question. You guys will discuss how, why, where. Just do all the whys. Are all the W's on this? And then what we'll do is we'll just go over it. Anything you don't know. We'll come back to or you'll say, "Hey Chris, I don't know that. Let's get Susanna involved. Let's get so and so involved. Let's get Anser involved." And we will take that. So anything we have following up, we'll do that. You guys ready? Yep. All right. Speaker 3 00:14:33 It's Monday morning. It's eight thirty a m, A staff member notices her laptop is running slow, and some files are showing strange extensions. She calls Kevin instead of the help desk because she is trying to send him a file, and it will not send. By nine a.m. Huntress has quarantined activity on two additional devices. A ransom note appears on one workstation demanding fifty thousand dollars in bitcoin within seventy two hours. It is unknown, whether any data has been exfiltrated, or whether cloud storage has been affected. Now, who is going to get notified first? Speaker 2 00:15:17 Me personally, if this was brought to my attention, I would immediately notify Crimson. That's always going to be number one contact. And then that would be immediately followed by Suzanne. I would be notifying her. Speaker 3 00:15:29 All right. How are you going to contact uh Crimson IT? Speaker 2 00:15:35 I would call the help desk phone number from my mobile. Speaker 3 00:15:39 Okay, awesome. And what is your immediate containment steps? And this is going to be more of amic question. Speaker 5 00:15:46 Okay, so following the process that that Kevin mentioned. We're, assuming something like that would be picked up and identified by Huntress because it actually locked down two of the computers. Um. So hopefully. If Kevin were to reach out to me, I'd be contacting our security team to take point on remediation efforts. Speaker 3 00:16:06 I'm not going to be able to do that. Okay, and who is going to make that call? Speaker 5 00:16:14 Well, if Kevin calls in, that's a ticket to Crimson. So it'll be triaged and sent to the security team. But in the event he called me also, then I would be following up on that, just like an escalation. Speaker 3 00:16:26 Awesome. All right. And then, within that escalation path, since all data lives on Office three hundred and sixty five Kevin, what is yourum, what is your process for learning all the staff? Speaker 2 00:16:47 Process to alerting the staff. Um, well, I couldn't use my email. Um, it would be I would send out a notice to all staff on Slack. Not ifying them of the situation, and I could also send out a group text. Speaker 3 00:17:04 Okay. Since all data lives on Office 365 and SharePoint, how quickly can staff resume work on clean devices? This is going to go back to Mike. Speaker 5 00:17:18 Okay. Wait, what's the question again? Speaker 3 00:17:21 Since all data lives on Office three hundred and sixty five and SharePoint. How quickly can staff reusing work on clean devices? Now let me dig into that one just slightly. Speaker 5 00:17:31 Yeah, go ahead because I have an answer for that, but I am not. It's gonna be kind of generic. So yeah, Speaker 3 00:17:35 So let's say the security team. Has got it handled, but we need to restore from backups. How quickly can we get backups restored, and can staff resume work with their clean devices? Um. Speaker 5 00:17:52 I don't know how long it would take timewise. That'd be we have Azlon internal here who'd be responsible for restoration of email. If email were affected, so I think it's going to be contingent on how big the mailbox is. Speaker 3 00:18:07 Okay, And then is there any risk of attacks spreading by a cloud sync OneDrive SharePoint? Speaker 5 00:18:17 I would consult with Anton and his team. Perfect. Speaker 3 00:18:22 Now, a second staff member reports that she received the same phishing email yesterday. It may have also clicked the attachment, but her device looks normal. She reports this to Michael instead of Kevin and instead of calling Crimson. What is your next steps, Michael? Speaker 4 00:18:42 Uh, first immediately call Crimson. Um, and second notify Kevin Thomas and Suzanne. Hi. Speaker 3 00:18:53 Now, this is going to be an internal DTLA question. Do you pay the ransom? Speaker 2 00:19:03 I'm not at liberty to say that. Speaker 4 00:19:06 I'm I'm not at liberty to say that either. That would be something that only Suzanne could decide. And very likely, I doubt we have this memorialized, but she would. Want to talk to the officers for the board of directors, meaning the executive committee, because they are. In position to act on behalf of the board, um, if there is. If, there's an urgent situation, and it would be logistically difficult to convene the board. You know, with sudden notice. Okay. Speaker 3 00:19:47 Now, would you get the FBI involved or CISA? Speaker 4 00:19:52 Uh, I am not at liberty to answer that question either. We would probably have Suzanne talk to Crimson directly for guidance. Speaker 3 00:20:03 Okay. And, which one of you would be responsible for reaching out to your cybersecurity experts? Speaker 2 00:20:13 Or cybersecurity. I'm sorry, what was that? Speaker 3 00:20:17 Sorry, I've been having issues with my microphone today, and I was about to sneeze at the same time. So I do apologize. Um, who is going to reach out to your cybersecurity insurance carrier? Speaker 2 00:20:29 The insurance carrier, um, well that would either be me or Michael. You know at the direction of Suzanne. Speaker 3 00:20:36 Okay, and you do have the policy and claim number accessible. Yes. Okay. Speaker 4 00:20:43 You don't mean just just to confirm because this is recorded. You don't mean claim number. You mean policy number, correct? Speaker 3 00:20:49 Thank you. Yes. My brain was was thinking. Speaker 4 00:20:51 That's okay. No, because it's recorded, you know, for obvious reasons. Speaker 3 00:20:55 Yes, does your insurance include an incident response coach or forensics team? Speaker 2 00:21:03 I would have to check that. I know that we have cybersecurity coverage. Um, but I don't know the specifics of it. At the moment, Speaker 4 00:21:14 And I would agree with that. And I would also say that in an incident such as this, we have hard copies of the policies. If we're unable to access any of the policies online, we would still have access to the policy wording. We would still have access to the phone number for the insurance carrier and our. Um, what's what's the word Kevin? Uh, True Core is our insurance broker. Speaker 2 00:21:40 Is our broker. Broker. Broker. Yeah. Speaker 4 00:21:42 So we have all of that as hard copies readily available. At Kevin Thomas's desk. Speaker 2 00:21:49 And with Michael saying that, Christy, yeah, I mean in terms of reaching out to our insurance carrier, I would be reaching out to our insurance broker. They always serve as a point of contact for all the carriers for our organization. Speaker 3 00:22:03 Okay, Now in the event that you lose all of your data and you cannot restore from backup. A week's worth of data because it started going before you realized it. Will your insurance coverage cover the amount needed for any losses within the week of data that's missing? Speaker 2 00:22:24 That is a good question that we would need to have Suzanne. Provide. Speaker 1 00:22:31 Gotcha. Okay. Speaker 2 00:22:34 Or I should bear insurance broker Michael. I mean, I guess we need to check with True Corey on that. Okay. But this exercise right now is making me realize that I'm going to sit down here and review our cyber security insurance coverage just to sort of. Get a better understanding of it. Speaker 3 00:22:51 Good, that is actually the purpose, one of the purposes of this tabletop is to make you guys think. Hey, what is it that I got to know right away? Yes, Speaker 2 00:23:00 Right away. Yeah, Speaker 3 00:23:01 Yes. What is your communication plan? Let's say you Suzanne did not reach out to the board or anyone. And she's already decided," Hey, we're not going to pay this." When do you notify board members? And do you? Speaker 2 00:23:18 Well, I can tell you, like when I have worked directly with Suzanne for many years now, and I can assure you that that would never be the case. Suzanne would be on the phone immediately. With at least our board chair right off the bat, and then would be reaching out to our executive committee. That that would be like yeah. No questions on that. Speaker 3 00:23:39 Now, How are you going to communicate this? Or are you going to communicate this to staff that's not directly affected? Speaker 4 00:23:48 Well, again, that's also a question for Susie. Um, and I would I would say it's on a need to know basis. Speaker 3 00:23:56 Gotcha. Does any grant funding or contractual obligation require breach notification? Oh. Speaker 4 00:24:09 I don't know the answer to that. Can I chime in? Speaker 5 00:24:14 When you when you talk to insurance Karen, you find out if you guys have a breach coach. A lot of times they take point on that. They'll quarterback the whole response and proper methods. Okay, Speaker 4 00:24:24 That's good to know. Speaker 3 00:24:26 And we do work closely with any breach coach that you would have, although we never had to at this point yet. Um, but we would work with them so. Speaker 3 00:24:38 All right. What documentation do you need to preserve for your cybersecurity insurance, your board of directors, or any contractual obligations you may have? Do you need to preserve timeline of events, decisions made, evidence? Do you need to involve your legal team? What is it from here? Anything that I haven't answered that you, or anything I haven't asked that you. Have come to mind on this. Speaker 4 00:25:07 U m, I I would say we don't have a formal policy in place, and I think. This tabletop exercise, I think, should compel us to. Have something in writing, and especially a hard copy form. Speaker 3 00:25:28 Now, good job on the first scenario. We're only going to do two scenarios today. So, on this. On the next scenario, it's going to be a little bit different. We're not going to talk about ransomware, so a little bit of breather on that one. Sorry, I was about to sneeze again. I don't know what's up with allergies lately. Speaker 5 00:25:54 I blame your cats. Your cats. Speaker 3 00:25:57 I blame my cats. We have three now. One is to set up my uh laser jet printer as a very comfortable pillow right now. So, um, it's Tuesday at one p.m. Staff begin reporting Outlook is not loading and team calls are dropping. I know you guys don't use Teams, but let's pretend you use Teams. Microsoft service health dashboard confirms a regional outage affecting all Exchange Online and Teams. Microsoft estimates a four to eight hour restoration window. All cloud-hosted email and communication is down. Speaker 3 00:26:37 A board update and a community safety report are scheduled for today for you guys to get out. Okay, How do you communicate internally when pretend that you guys are on Teams and not Slack? Are both down and email. Speaker 4 00:26:57 I'm sorry, maybe I missed this. Are cellular towers also down? Speaker 3 00:27:01 No, just everything Microsoft related. Speaker 4 00:27:03 Okay, um. Speaker 4 00:27:08 Kevin, why don't you go first? Speaker 2 00:27:12 Well, you know, Again, aside from doing some form of a text to group text because if Microsoft was down, I wouldn't even be able to send an email even on my mobile phone. So I would have to say, I mean, we do have you know a phone chain. Yeah, that would be old school. You know, just start making the phone calls. And or supplement that with a group text if possible. Speaker 3 00:27:41 Okay, and you do have personal cell phone numbers for key staff? Yes. Yes, Speaker 4 00:27:48 And I do as well. And, we have hard copies that have been provided to all the other members of staff as well. Um, so everybody should have a paper copy. Speaker 3 00:27:58 Okay, can staff continue to work? Effectively without Office three sixty five. What functions are most impacted now? Remember, Microsoft is completely down, so documents and SharePoint are inaccessible. Speaker 2 00:28:14 We wouldn't be able to do anything. Speaker 4 00:28:16 Yeah, for four to eight hours, it would become. A triage, communication exercise with staff. With any VIP stakeholders that might be expecting that email, in your example, you know. U h, probably just giving them a phone call via cellular phone. A lot of that would probably go through Suzanne. But yeah, we would be down without Microsoft. Speaker 3 00:28:51 How would you dispatch employees that work out in the field, um, in different. Types of employee and job functions similar to that. Speaker 4 00:29:03 When you say in the field, can you clarify what that means? Speaker 3 00:29:06 Any staff member that doesn't work regularly in the office. Maybe at your second site, maybe they're out. Yeah. Speaker 4 00:29:15 Yeah, so to clarify, there are only two members of our organization's employees. That work at a location different than six hundred Wilshire. We also have a work home. Flex time policy. For employees, so many employees may be working from home, um on the date of this potential incident. Um, So in the field would generally apply to six forty south olive as our second location. Or any of the twelve employees'personal homes. That's what I would say. So, I actually don't think their physical location is that important in this scenario. Speaker 3 00:30:01 Got you. Speaker 2 00:30:02 And like, hold on a second, Chris. I'm just wanting to clarify. So you know, we're talking about strictly all Outlook or all Microsoft down. We would still have the the radio radio server. We'd be able to do communications, right? Speaker 4 00:30:16 Yes. Yeah. So but but theum yeah because the question specifically said employees Kevin Oh got it. Speaker 2 00:30:24 Yeah, got it. Got it. Speaker 4 00:30:25 We have third party contractors that work out of our second office, but they are not D T A Alliance employees. Right, and only a limited number of them would have. Devices that crimson services that would be impacted by Microsoft, they all have radios. And they they all have cell phones, So typically, what would happen for those personnel that are actually out in the field, meaning. Speaker 4 00:30:57 Within our business improvement district, but out on the sidewalks and the streets, and patrol cars and all of that. Would either be walkie talkies, cellular phones, or a combination of both to get to get the word out. For those impacted, you know, because if it's Microsoft specifically. Many of those third party employees may not be impacted at all because they don't have computers that they use during the time that they. Work on behalf of our contracts. Gotcha. Speaker 3 00:31:26 Good. So at this point, I've got to ask a question: What business portions of DTLA is going to be impacted by Microsoft and Amazon? Speaker 3 00:31:43 Um. Just office workers and not. At DTLA as a whole, not just employees but the entirety of the business, what is going to be impacted? Speaker 4 00:31:53 For forty eight hours. Um, if that's the presumed downtime in this exercise, um. Yeah, we would have no email communication ability because everything is through Outlook. Um. And. So any communications that we would want to get out to our stakeholders would have to just be on the phone if it's an emergency situation. Um. I don't. Yeah, beyond that, I couldn't really say. But ultimately, the business of the DTLA Alliance for the office workers would. Essentially, be on hold unless there were any other things that didn't require. Microsoft, and it's hard for me to think what those might be. Probably, um. AP could continue because that's not Microsoft related. Speaker 4 00:32:50 So we have, you know, Our bookkeeping in zero X E R O, and we have our accounts payable system in Bill dot com. Those are not Microsoft related. Um, Unless two factor authentication was set up, and it had to send a confirmation to somebody's email. But I think in most cases, it would actually be to people's cell phones as two F A. Kevin, I'm trying to think what else. Speaker 2 00:33:21 And well, I mean no, that's pretty much it. I mean from an administrative office point of view, we would not be able to communicate by email or anything. So yeah, that's going to limit the. Our ability to do a lot of things, however, in terms of communicating with each other, we have Zoom, we have Slack. So, we would still be able to, you know, host meetings or communicate with each other internally as a team. Yeah. Speaker 3 00:33:46 Okay, now I'm gonna interject. I've got a. Add to the scenario, and this is on purpose. This happened in late October. So, very late October, during this time Microsoft updates their outage. It goes on for an extra twenty four hours outside of that forty eight hour window, so add on to that. During this time, within the first twenty four hours, the L A Dodgers won their third consecutive World Series. Speaker 3 00:34:17 And they are requesting now at this point for their parade to happen. You guys are being brought into the mix. You still have Microsoft outages, which means by the way. Ah, The city of L A is also experiencing those same outages because they are too also Microsoft. How are you going to coordinate, keep the business going, and bring in a world series parade? Speaker 4 00:34:42 That would all be done through. Speaker 4 00:34:46 Through text or cell phone calls or landline calls. To for example. Uh, Council District 14 staff, that's our council district. Uh, anybody in the mayor's office. Um. Anybody with any of the city departments, LAPD. Um, once again, Suzanne would likely be taking point on that with our V I P stakeholders. U m, to say you know, would we want this to still happen on this date? If you know email communication is going to be impossible. So it would all have to be done basically over phone or text. Speaker 3 00:35:30 Good, and and by the way, the LA Dodgers would also be affected because they are definitely on Microsoft. I don't think anything's changed in the last four seasons since I left them. Um. At what point does Crimson need to send Susanna bottle of wine? Speaker 4 00:35:48 That's a good question. Um. I. Speaker 2 00:35:54 Would stamp that VIP, and I would make sure she got it real soon. Yeah, I could resist. You know, I have to say, though, now, so this is really, really, you know, this. This exercise is interesting because it's it's thought provoking. And so you know, laying out this entire scenario where Microsoft. Like the entire platform, Which is basically you know our founding platform right for the way we we operate day in and day out. You know this begs the question then, does the organization maybe have a some kind of a backup email like iCloud dot com or something that in the event Microsoft were completely down that we would still be able to communicate as long as we had internet. Speaker 3 00:36:35 So that is a good question, and that one I can tell you from. Exp erience and past quite a number of clients that I've walked through. This have realized, let's get our staff's personal emails. And let's get them recorded and printed and added to our playbook. I. Speaker 4 00:36:55 Have a question regarding that, though, especially when it comes to trying to share documents. You know, with the good intention that you would move things forward, if you are using personal email. That is not supported by crimson, and there is no cybersecurity. How are you going to prevent? Viruses and phishing attempts and all the rest of it from impacting employees' personal emails, and doesn't that also open up a can of worms? In terms of liability and exposure, so I would think. That, since we would still have slack, and we would still have things that are organizational. Softwares. Speaker 4 00:37:38 Not personal softwares, I think we would likely go in the direction of saying that's how things should be communicated in the short term. Speaker 3 00:37:48 Yes, and I did not get it. I was. I should have added to that. Um. Be very careful of what you are sending. No, of course, no PHI, nothing like that. But it is a good way of communication to your teams.:" of Hey X Y and Z is happening." Here is our next plan. Without divulging any pertinent information that could be considered confidential or restricted. So. Um, now these are meant to be. Thought provoking. We actually have time for one more scenario. Are you guys overwhelmed or you feel like you could take on one more scenario? Speaker 4 00:38:30 I definitely feel like I could. Kevin, I can too. Go ahead. Speaker 3 00:38:35 All right, so it's Wednesday morning. It is not October by the way at this point, but it's Wednesday morning. Staff arrive at the office to find the building has been closed by emergency services following a gas leak in the utility corridor. The closure is expected to last twenty four to seventy two hours. Staff cannot access the building or their office workspaces. There's no injuries, the timeline is uncertain, several grant reporting deadlines are due this week, and a public community event is scheduled for Thursday. Speaker 3 00:39:07 How are staff notified that the office is closed and remote work is in effect? Speaker 4 00:39:14 Once again, that would likely be via text chain to all members of staff. Um. The two individuals that work in the offsite office at six forty south olive would take the point to communicate to the third party contractors, who. Once again, on a need to know basis because many of them. Wouldn't interact with the six hundred Wilshire office on a regular basis, But they do on occasion if they're making a delivery or picking something up and all of that. Um, other than that, one staff has been notified that work from work remotely protocol is in effect. Ah, for an undetermined amount of time, then staff are still expected to to. Speaker 4 00:39:60 Be online within normal business hours, unless they have taken sick time or unless they've taken paid time off. Uh, Kevin, anything else you would add? Speaker 2 00:40:11 No, that sounds exactly right. Michael and you know fortunately with us going to the cloud. I mean that remote work has been a godsend. I mean in terms of us just being able to just fully function. Like we are at our desks, and we also have the service center that has a color copier and. So if there's any printed deliverables or anything like that, we would have that as a back. Speaker 3 00:40:34 Okay. And does all staff have laptops they can use from home? No. Okay. Who would be affected by that and how could we get them laptops? Speaker 4 00:40:46 Well, to be clear, Kevin correct me if I am wrong. There are no company provided laptops. Uh, given to employees. The expectation, if you are to work from home is you are required to provide your own laptop or desktop computer. You are also expected and required to install Kevin. Help me out here. Basically, malware antivirus like Norton or what's the other one, McAfee? Speaker 2 00:41:18 It's a Crimson, yeah, or Bit Defender defender And these are all Crimson approved. Speaker 2 00:41:25 So ftware and the company reimburses the employee, So you know, we we pay for them to ensure that they have that on their home computers. Speaker 4 00:41:33 For for the software on their home computers, there there's no expense reimbursement for the laptops or the desktop computers. If if an employee has requested aum. What's it called? Um, a flexible work schedule. Uh, office home hybrid. They are expected to bring their own laptop or desktop computer. Speaker 3 00:41:58 Okay. Who has the authority to activate a remote work posture for the organization? Speaker 4 00:42:06 Suzanne, that's all. Speaker 4 00:42:09 Okay, Um. Oh, this this does beg the question though if Suzanne were to. Um. Be on uh vacation. Out of the country, not in a good cell reception area or email reception area. And if time was of the essence, I think that would. Still be sent to her, uh with the understanding that if it's time sensitive. Nick Griffin would be the person to. Speaker 4 00:42:45 Con firm for all staff that it's approved to work remotely for an undetermined amount of time until Suzanne's back online. Speaker 3 00:42:53 Okay. Fantastic. And then since all systems are cloud- based. What is the expected time to have all staff fully operational from home? Speaker 4 00:43:08 Um, if any staff members were on route. To the office, for example. Then a grace period would be given for the travel time. It would, it would require each of them to get back to their home, or if they desire. Um, another remote location that's that's closer. For example, a coffee shop. You know, If there's something time sensitive in the morning and they they can't deal with traffic getting back the other way. Speaker 4 00:43:38 U m, I don't think there is a hard rule, Nor would I recommend a hard rule with a specific amount of minutes or hours. Speaker 3 00:43:45 Okay. Now, the building manager calls to say that the closure may extend to five days. How is that gonna affect the business? Speaker 4 00:44:00 It's not going to affect in any material way beyond a one day. Speaker 4 00:44:09 Work ing remotely. Most of the staff, if not all, have been with the organization. Since twenty twenty, twenty twenty one, when you know working remotely was required due to the pandemic. Um, So I don't think there was any additional impact on business operations if it was one day or five days or ten days. Okay. Speaker 3 00:44:37 F antastic. Now, What happens to your phone system if you can't access the office for five days? Speaker 4 00:44:44 It forwards emails eight by eight. If you get a voicemail, we'll send an email, and you can listen to the phone call. You know, from your laptop, from your desktop. If you have Outlook on your phone, you can even listen to it that way. So once again, doesn't affect anything. Speaker 2 00:45:02 And I'm also going to point out, Christy, that APA has an app for the iPhone. So which I have and use, and so when my office line rings, my cell phone rings at the same time. Speaker 3 00:45:17 Now, Are there critical physical documents that are not digitized and are now inaccessible in the office? Speaker 4 00:45:26 I can't think of any. Um, all of our financial statements, all of our. Uh. Speaker 2 00:45:35 Insurance policies, everything we've digitized, especially since we went to the cloud. We really, Speaker 4 00:45:44 The only thing, and it would not impact things in the short term. Is, we do have we have close to thirty eight hundred individual parcels within our business improvement district. There are some very short records. From twenty seventeen that are all paper copies, I cannot foresee that a five day. Um, inability to access those files would impact business operations at all. But but those are the only hard copy files I can think of, Kevin. That we may not have digitized in any form. Speaker 2 00:46:27 That sounds about right, Michael. And, the only thing that I would add from an administrative point of view is my inability to process mail. However, that said, at the beginning of the pandemic, one of the first things I did is. Almost all of our vendors now forward invoices electronically instead of by paper. So, and I do have access to all of our vendor accounts for account. Speaker 3 00:46:52 So what is the plan for the Thursday community event? Are you postponing? Are you canceling? Is it going to go on as planned? Is there any factors that would weigh into the decision for that. Speaker 4 00:47:06 If the community event is not in our building, which was affected by the gas leak, I don't I don't see any reason why it could not go forward. Speaker 3 00:47:17 Now, Do you have an alternate workspace if staff need to be in a shared location? Speaker 4 00:47:25 Not in our, not in our. I am sorry, not outside of our office. Um. If, it was absolutely critical that all staff be in person in the same location at the same time. We have the second office at six forty south olive, might get a little crowded, but we could figure out a way to make that work. I'm sure. Speaker 2 00:47:49 And I think Crimson has a big, nice suite at the U. S. Bank Tower, so. Speaker 3 00:47:54 Yes, yes, and I hear you guys are you know are pretty. Well, into Susan and the team there at Silverstein. Speaker 2 00:48:05 Susan Perlis, yeah, we would probably make use of their conference center for a couple hours. Speaker 3 00:48:09 Yeah. Yeah. Speaker 4 00:48:12 There's nothing formalized, Christie, but basically I think we'd be okay. Speaker 3 00:48:16 Should. All right. So that ends our scenarios. What do you, What do you guys think are major gaps that we need to work on, based off this conversation. Speaker 2 00:48:29 Me personally, I didn't see any major gaps that were addressed that come to mind. I mean, again, this opportunity has given me some. Pause to look over our cybersecurity coverage and you know, look at some of those kinds of things. But the one thing that I would appreciate then. I s that this wonderful cyber and data security incident response plan that we did back in twenty twenty four That. Maybe we get this up to date, And I would like to get this distributed and just make sure that we were all on the same page. Speaker 3 00:49:09 Yeah, that does look vaguely familiar to me. I wonder who wrote that one. Speaker 3 00:49:15 Ah, we we do definitely need to do that, and that actually will come after this. That'll be part of. A package you'll get. So, after this, I am going to write up the report. I am going to send it over to you guys. Have you sign off, make suggestions, make any changes, answer any questions that I have? And then once that's done, I will rewrite your cybersecurity policy. You guys also need a comprehensive IT policy, which I will also write that for you as well. U m and then, let's uh I'll send all of that over. Do you want me to send it to Suzanne as well? Send. Speaker 2 00:49:54 It to send it to me and Michael first, so we have a chance to review it. We need to make sure that we're able to properly summarize everything for Suzanne. Because I mean, clearly we're going to present all of this to her, but I'd like to make sure we have our eyes on it first. Speaker 3 00:50:07 Yes, I understand. Um, and then do you have a. A staff contact list with numbers that I can use to update the policy and the plans. That you can send over for key contacts. Speaker 2 00:50:24 Yes, I do. And did you want me to utilize the team member, primary team members in this plan that we have here? Because for the most part, they're all the same, except for Luke'son like Brevon. Faith is no longer with us. Yes, but we would certainly want to make one or two updates. Yeah, pretty straightforward. Yeah, Speaker 3 00:50:43 Send over the uh send over any updates you have. And then I'll get that added in. Um, So what I'll be doing is I'll be setting up and sending out that report to you guys. I will update the policy after you return the the uh any updates. Um, send me over anything that you think I need on that, and thenum. Speaker 5 00:51:05 Can I just share something real quick, Chris? Sorry. Kevin Michael, Can I just tell you, this is one of the reasons I love working for Crimson. At my last MSP, we didn't have a Christy. So, it was the owner trying to pull this off for our clients. And and this is all Christy does now. This is like her life. So, I am very thankful that we have Christy moving up to that CIO role because Christy, thank you very much. You've Did an excellent job. Appreciate it. Speaker 2 00:51:32 One hundred percent on board with Mike's comments too. Thank you, Chris. Yeah. Speaker 3 00:51:36 Thank you, guys. I love it. My new role is is, a dream, so. I do more than just this, but Mike's trying to clone me. It hasn't worked yet. But as soon as I told you, Speaker 5 00:51:49 You can get double the wine, double the goodies. Come on. Speaker 3 00:51:53 Right now I need the diet Doctor Pepper. I got a new DCFS inspection happening today, so I hid all the wine bottles in a locked cabinet. There you go. Speaker 3 00:52:06 Just a heads up for you guys. I forgot where I was gonna go with that. Sorry, Mike made me a little flustered. Speaker 5 00:52:14 So, she, you were. They were going to provide you with the phone contact information so you can fill out the form now. Speaker 3 00:52:19 Yes, and I'll I will get all of that over to you guys. Give me about a week or two to get it all finished. Oh. The recording that I did does not uh send out an audio recording. I do not even have access to the audio recording. It is just a transcript maker. And so it transcribes the entire meeting that we have. It will white out any part that is personal data that we were talking about. So the jokes that you guys were making about Mike before he attended, it won't be on there. Um, but I can send over a copy of the transcript. I or summarize of the meeting to for you guys as well. It takes about an hour for that to happen. Speaker 2 00:53:02 That sounds good. I think there'll just be a lot of white outs for the word wine. Speaker 3 00:53:06 Wine, wine. We like our wine. So, I will have to say, what is that? What is that? Sella Rosso. They make a really good non- alcoholic. So. Yes, my daughter loves it. So. Speaker 2 00:53:29 Okay, so Christie, for me then, As soon as we hang up either today or tomorrow morning, I will forward you then the updated contact list for the incident response plan. That's my one thing, and then we will wait to hear from you in terms of a report. Speaker 3 00:53:45 Absolutely. You guys have been a dream. This is one of the easiest tabletops I've done in a while. Speaker 2 00:53:51 Oh, that's awesome. Well, you know, you guys have gotten us a long way. Over the last couple of years, so you know, I mean we're we're in a pretty good solid place and we, you know these kinds of things thankfully you know with your support. We feel that we've got this well organized in terms of something god forbid were to happen. Speaker 3 00:54:07 So Yes, all right, And I'll also be sending over uh the meeting structure that I use. So that you guys have that as well. I didn't answer, I didn't ask all the questions because sometimes you guys answer the questions in the middle of your other explanations. And sometimes, me knowing you guys well enough, I knew I could just move on from that one question. So, you guys will see that in there. Alright. Thanks, guys. You've been amazing. Speaker 2 00:54:33 Thank you, Christy. Appreciate you. Appreciate your time today. Speaker 4 00:54:37 Yeah, this was fun. Yeah, I like this kind of stuff. Speaker 3 00:54:40 We're going to do it every year with you guys. So I'll beat you guys on the schedule for next May. That's great. April, we're in April. We're still in April. So I'll catch you guys on the schedule. Thank you, Kristy. All right. Mike, Speaker 2 00:54:53 Thank you. The name of the town is derived from the river.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=33118b71-a990-495a-9247-0e553a6199b6&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NzQ5OTk3NiJ9.CgoKBHNuaWQSAjY0EgsI0ojNkIiPkz8QBRoOMzQuMjA0LjIwNC4xNTUqLFhhamE4eVovcVJiUGRBaGg2Z0EyVEYrN05nSFV3dzUxRWF6eUdIakkvZDA9MJoBOAFCEKIO03GogAAQj26hqBMPZrZKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.mNxjfoR94nf--_XyDqCUbPtpgzC-KUyInENqsuLw0xg&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
04-24 Meeting: Azure Billing Timing, Invoice Separation, and March Usage Clarification	## Meeting Information > Date: 2026-04-24 22:37:46 > Location: [Insert Location] > Participants: [Speaker 2] [Speaker 3] [April] ## Meeting Notes - Topic Title: Azure usage billing timing and invoice separation - Description: - The team bills clients on the 23rd of each month for Microsoft subscriptions. - Current issue: Azure usage data is tied to end-of-month SureWeb invoices, causing delays. - Request: Receive Azure usage/invoice before the 23rd (preferably on the 22nd) while keeping other subscriptions at month-end. - March Azure usage is needed for billing, but data is not yet available via SureWeb; it’s only visible in individual Azure admin centers. - The admin team lacks access to client Azure portals; access is restricted to the security team. - Past process with Pax8 allowed pulling Azure usage independent of the monthly invoice. - Pricing clarification: Azure Usage Details show MSRP (retail); partner cost reflects discounts (e.g., $2.32 MSRP vs. $2.09 cost). - SureWeb typically bills Azure in arrears, from month start to month end; timing depends on billing date (recommended after the 15th). - Speaker 3 will consult the billing team to explore separating Azure from other items and potentially sending the Azure invoice on the 22nd. - Interim plan from April: double-bill Azure next month due to March data delay caused by migration. - Conclusion: - Preference is to receive the Azure invoice on the 22nd to align with client billing on the 23rd. - Speaker 3 will initiate an internal process to attempt splitting Azure billing and adjusting timing; not guaranteed. - Topic Title: Clarification of billing periods for March Azure usage - Description: - Discussion on whether March billing should cover Mar 1–Mar 30 or Feb 23–Mar 23. - Speaker 3 confirmed Azure is billed in arrears for the calendar month (month start through month end). - March Azure bills will be received on April 30 under the current setup. - Conclusion: - Use calendar months for Azure usage periods; the current receipt date for March is April 30 unless the process changes. ## Next Arrangements - [ ] Speaker 3 to consult the billing team on separating Azure invoices from other subscriptions and including the team in communications about any billing changes. - [ ] Explore sending the Azure invoice on the 22nd while keeping other invoices at month-end. - [ ] April’s team to proceed with double-billing Azure next month to cover March usage due to migration delays and check internally with Andre on any implications of adjusting Azure billing timing. - [ ] Confirm whether access to Azure admin centers can be facilitated for billing purposes or provide alternate data access (e.g., automated reports from the security team). ## 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. Feasibility of splitting invoices (Azure vs. other subscriptions) remains uncertain; a contingency plan is needed if splitting is not possible. > 2. Lack of access to client Azure portals for the admin team impedes timely usage retrieval; consider role-based access or an automated report from security. > 3. A precise, repeatable mapping between Azure Usage Details (MSRP) and partner cost needs confirmation to avoid billing errors. > 4. Define exact billing period conventions and cutoffs to prevent confusion (calendar month vs. custom cycle like Feb 23–Mar 23). > 5. There’s a risk of client dissatisfaction due to double-billing next month; prepare client communications explaining the migration impact and schedule.	Apr 24, 2026	Speaker 1 00:00:09 The film was shot in black and white. Reply to Cathy, and send the Teams meeting. Okay. Speaker 2 00:00:16 Hey, hey. Hey. Hey, Speaker 1 00:00:18 Cassie. Kristen, hi April. Sorry for the. Speaker 2 00:00:22 How are you? Yeah. Sure is an emergency like 911. Speaker 3 00:00:28 Yeah. So, um, okay. Speaker 3 00:00:33 Did you, Christian, speak to Martin earlier? Speaker 2 00:00:39 Correct. On the phone. And unfortunately we had the same issue with. You know the static sound, you know I I was reaching him out through like software. I mean soft phone which use yeah. Yeah. Okay, Speaker 3 00:00:55 Let me see what he said here. Give me one second. Speaker 2 00:00:60 Um, we're dealing with just. To give you a context here, just dealing with the share web thing about the invoices. I'm sharing my screen here, Kathy. So you teach us how to go with like. To see the Azure, right? Yes. And. Speaker 3 00:01:22 My question on the phone had been," What period are you trying to bill your customers for?" For their Azure usage. Speaker 1 00:01:34 Yeah, so Kathy, we bill our clients every twenty third of the month. And but the thing is, if we wait for the invoice to, um, be sent to us every end of the month, we're gonna be delayed in billing them. So, we're kind of wondering if there's a way that these Azure usage details will be sent in advance. And not be tied up with a monthly invoice, for sure. Speaker 3 00:01:59 Okay, so. Essentially, you would prefer. You would prefer to still receive your regular invoice on the last day of the month, but you want your Azure invoice to be sent. Before the twenty third. Yes, exactly. Okay. Yeah, Speaker 2 00:02:22 Because these Azure usage details is actually tied with the invoice details, right? So if. There will be anyway becauseum as we go here at the reports, it wasum Victor also informed me that it was in. Reports before, right? Speaker 3 00:02:40 Not anymore. Yeah. Yeah, Speaker 2 00:02:43 That's why. That's where the challenge comes in where. If you can give us the Azure usage details, then we can all. Can absolutely wait for the invoice details. This is really important for us. Speaker 3 00:02:59 So okay, so you're trying to send out the bill today. Forum, would it be for Azure usage that was from? February twenty third to March twenty third, from March. March for the month of for the month of March. For the month of March. Okay. March 1 st. Speaker 2 00:03:27 To March 30 th. Speaker 3 00:03:29 Yeah. So I don't know. Usually, since Azure is billed in arrears, I don't Think that we even can. Well, we might be able to. I'll have to like. We won't be able to find out today, whether we can break up the the invoice you get for everything else and the invoice you get for Azure. Um, that will need to involve the billing team, but for what you are looking for, you are looking for the Azure usage for the month of March. Yes. Um, that. Speaker 3 00:04:15 The only place to find it would be within the Azure admin centers of the individual customers. Because it has not come out via Sure Web yet. Speaker 1 00:04:30 Yeah, But that's going to be a struggle for us as well. Since as admins, we do not have the access to go to the Azure portal for each client. That's only restricted to our security team. And also, just so you know, With packs before we can, we're able to, you know, get the Azure usage for each client, and it's not tied up to. The for our with our monthly invoice with Pax eight. So here as what's um Christian is showing you, we can see the. Usage for the month of uh can you check the. Speaker 1 00:05:08 Once, yeah, there we go. Speaker 2 00:05:09 This is for example ability first Azure plan and then you just click in. Check the month. Speaker 1 00:05:15 Just select the month, yeah. So that's how we bill our clients on every twenty third. So that's where we go and check the cost. Okay. And pricing. Speaker 3 00:05:26 Okay. Um, yeah, so the process will probably be different through us. We can certainly make it work. I would imagine with the way that you bill. But we're definitely going to have to change the billing dates, And I don't think that there would be any way to get that data today. Um, from my understanding. Yeah, Speaker 1 00:05:52 That being said. Yeah. Um, sorry. Um, yes. Uh, Since it's not gonna I I'm assuming this is gonna be like a long process on your end or you need to. Have a discussion with your team. So, right now, What we're planning to do is uh we're just going to double build them on the next building for their Azure um subscription. So. And then we're just going to let them know like Because due to the migration, we had a you know challenge in getting the. Um Azure usage for the month of March. So we're just going to double build them for the next month. Speaker 3 00:06:29 Okay, and you will receive their March bills for Azure on uh April thirtieth. So if you wanted to build them, you know, a week later for just the Azure, you could do that rather than doubling up next month. Speaker 1 00:06:47 Oh no. Because our invoice is set up as like, you know. Yeah. We want all the Microsoft subscriptions based on agreement. Speaker 2 00:06:54 Yeah okay Based on agreements yeah. Speaker 3 00:06:57 Okay. No problem then. Um. So what I'll do is basically we'll try to. Fix this well so that it works for you prior to the next billing cycle, so that everything is all lined up. Um. You. So do you send your bills out on the twenty third or on the twenty fourth or uh we normally start yeah, Speaker 1 00:07:21 Twenty third up until the end of the month? So. Okay. Speaker 3 00:07:25 Uh, twenty third up until the end of the month. Okay, um, so I've never had. A partner that has multiple billing dates for different products, so I am not entirely sure what the process is for that, But I'll certainly get it kicked off and include you guys in the communications so that you have visual into everything that's happening. Um, and we'll try to get it. All figured out before the next billing cycle. Yeah, Speaker 1 00:07:58 That would be helpful. Thank you, Kathy. Speaker 3 00:08:01 Yeah, of course. Sorry for the frustration on this, and hopefully we. Speaker 2 00:08:06 Can get it all straightened out. Yeah, they didn't know it was like just not this year that. Sure, we will have to send end of the month. So yeah, yeah, yeah. The important thing for us here is like we don't need actually the breakdown. We just need this like the total. Cost our price and then cost yeah. Speaker 3 00:08:32 So, actually for that question, Really quick the best way to figure that out within Azure usage details. This is the M S R P cost. So this is the full cost. This is not what we're billing you. So for example if we take, A bility first, it was two dollars and thirty two cents or something. Here it would be, two dollars and nine cents. So that's with your discount added on. Um so two dollars and nine cents is your cost, and then in the Azure usage details section, that is the MSRP. Yes. Oh I see gotcha. Speaker 2 00:09:14 Yeah. This is the retail price, what they will be paying, right? Speaker 3 00:09:18 Yeah, that's exactly right. Yep. So this is easy. You can just go down and bill your clients using those numbers right there. Yes, correct. Yes. Speaker 2 00:09:27 And the only thing is now is the dates, right? So yeah, we expect. Speaker 3 00:09:33 Making sure that, yeah, because we always bill for like with Azure, we bill month start through month end. If you have a billing date, I believe it's before the fifteenth of the month. So let's say your billing date was April fifteenth, You would be getting the bill for Azure usage from February first through February twenty eighth on April fifteenth. So that's why we always recommend you do. After the fifteenth of the month, cause then it'll be for the March billing period. But in this case we would want it. Speaker 3 00:10:13 Do, you guys, do you think it would be beneficial to maybe get your sure web invoice rather than on the twenty third to get it like. On the twenty first or twenty second, so you have a day or two of turnaround time. Speaker 1 00:10:26 Um, that we need to check withum, Andre first. If they're okay to switching it to twenty third of the month. Speaker 3 00:10:38 Yeah, or well, more so what I mean is. Speaker 3 00:10:44 We can switch the entire bill to the twenty third of the month. But I was talking about if you want to switch just the Azure bill. Speaker 1 00:10:52 Ah, yeah, just Azure. Yeah, Speaker 3 00:10:55 Just the Azure. And my follow up question to that is, would you rather have the invoice, The Sure Web invoice come out like on the twenty second of the month. So you have like. Twenty four hours before you have to bill your client or no. Speaker 1 00:11:12 U h, for now our only concern is just Azureum usage. So if that's the Something that you can work on, and for the rest of the invoice, I think. Are you talking about the rest of the invoice, like for the rest of the subscriptions? Speaker 3 00:11:28 No, I am talking about just for the Azure invoice. So if we were hypothetically to break out, you know, You keep the rest of your bill is on the last day of the month, but the Azure bill. Would you prefer to have it on the same day, the twenty third, that you are billing your customers, Or would you rather have it on the twenty second so that you have a little buffer? Yeah, Speaker 1 00:11:54 Let's go with twenty second. Speaker 3 00:11:55 Okay, cool. Cool. Cool. I figured that, that would maybe be better, but also I am not on the billing side, so I don't know the intricacies. Speaker 1 00:12:05 Yeah, you can. Yeah, Just check with your team. If there's going to be any challenges on your end, if you're going to move that over to twenty second. And then yeah, we'll go from there. And for now. I think, yeah, we will proceed in you know double dealing Christian. Our clients for this month's billing. So oh, for the next month. Sorry. So yeah. Speaker 3 00:12:28 Okay, perfect. Um, I'll kick off that process then, and uh hopefully we can get that figured out for you. Again, I am not certain that we can break up the invoices into Azure and everything else, but we will certainly try. And if worse comes to worse, it may be a situation where we want to move everything back. To accommodate the Azure billing, but we'll try to break them up first so that it's. As easy as possible. Okay, Speaker 1 00:12:58 That would be awesome. Thank you, Gabby. Speaker 3 00:13:00 Yeah, thank you guys. Um, I will talk to you very soon. Speaker 1 00:13:04 All right, awesome. Have a great weekend. Speaker 3 00:13:06 Bye You too 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=e96ecb01-be89-42eb-bef1-3e6203e2e48b&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NzIyOTgxMyJ9.CgoKBHNuaWQSAjY0EgsIrpXbuefxkT8QBRoONDQuMjIyLjIxNy4xMTYqLHJ3emJ0ZDVDMFVLRFFBUDNxQkY5NEpmUVdEK0tyWDRndTVDNkcwejJMam89MJoBOAFCEKIN0cv4EAAQj26peaGM2c5KEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.9yr_3zHKvlwTjwe5wHixmT5FwH41PrtgWixaS1CHbj4&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
06-17 Finalizing Child Placement with Foster Parent	—	Jun 17, 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 - 06-17 Finalizing Child Placement with Foster Parent.txt	—	·
05-08 Lecture: Microsoft Teams Training	Date Time: 2026-05-08 15:00:11 Location: [Insert Location]: [Insert Location] Instructor: [Insert Name]: Christy (Speaker 4) ## Summary This transcript captures an IT training session on Microsoft Teams, led by an instructor named Christy. The session begins with informal pre-training banter, where Christy mentions her busy schedule and participants exchange greetings. The core of the training is a comprehensive walkthrough of Microsoft Teams, covering both in-meeting features and the general application interface. Christy demonstrates various meeting controls like chat, reactions, different views (including Together Mode), and video effects such as avatars and Snapchat filters. The training then shifts to the main Teams environment. Christy explains how to navigate notifications and manage chats by pinning favorites. A significant portion is dedicated to the structure of Teams and Channels, detailing how to create, manage, and customize them. This includes adding members, changing channel pictures, managing permissions, and using custom tabs for quick access to documents like org charts or surveys. The session also covers advanced collaborative features like simultaneous file editing, a major improvement over older systems. Other core components are demonstrated, including the integrated calendar (which mirrors Outlook), the calling feature for internal and external contacts, and the use of the Whiteboard for annotation. Finally, Christy explains file management within channels and how to sync channel files with OneDrive for easy access from the local computer. Throughout the training, she uses examples from both her company (Crimson IT) and the audience's company (AbilityFirst) and mentions a future training schedule. ## Knowledge Points ### 1. Pre-Training Banter & Logistics - **Instructor's Schedule & Details** - The instructor, identified as Christy, is conducting her fifth training class of the day with one more scheduled for four o'clock. - One participant, Lucio, compliments Christy on her well-written emails. - Christy clarifies she is the only one who gives the IT trainings after a participant mentions another trainer's name (Araceli Gonzales). - The session was expected to have 17 attendees, and its duration is a little less than an hour. - **Upcoming Training Sessions** - The current training is on Microsoft Teams. - The training for the week of May 12, 2026, will be on Microsoft Word. - The training following Word will be on Excel. - The training following Excel will be on Outlook. - **Outlook Training Postponement** - The Outlook training will be delayed by one or two weeks. - This is because it was scheduled during the same week as an equipment upgrade at a camp and Memorial Day week. ### 2. Microsoft Teams Meeting Interface - **Basic Interaction Features** - **Chat:** Users can have conversations with the presenter and other attendees. - **Raise Hand:** A feature to get the presenter's attention. - **Reactions:** Users can send reactions like hearts during the meeting. - **View Options** - **Speaker View:** Highlights the current speaker. - **Together Mode:** Places all participants with cameras on in a shared virtual environment like an auditorium or a Minecraft world. - **Gallery View:** The standard grid view of participants. - **Turn Off All Videos:** An option for users with slow internet to improve performance. - **Meeting Controls (for presenters)** - **Lock Meeting/Enable Lobby:** Control who can join the meeting. - **Notes:** The facilitator can turn on AI-generated notes. - **Breakout Rooms:** The ability to push participants into smaller, separate rooms. - **Copilot (AI):** An AI assistant that can be used to ask questions during the meeting. - **Camera and Video Effects** - **Avatars:** Users can create and use a 3D avatar that mimics their speech and reactions. Christy demonstrated this with her own avatar. - **Video Effects:** Located under "More" > "Videos and effects", this includes backgrounds, soft focus, and style filters. - **Snapchat Filters:** Fun filters can be applied, such as putting a virtual chicken on one's head. - **In-Meeting Apps** - Apps can be installed during a meeting to add functionality, such as polls, forms, YouTube videos, or games. - **Whiteboard** - Teams includes a Whiteboard feature that can be used during meetings for collaborative drawing and annotating. ### 3. Microsoft Teams Application Interface - **Activity/Notifications** - This section shows all missed activity, such as reactions to messages and new posts. - **Chat Management** - **Pinning/Favorites:** Users can pin important or frequently used chats to a "favorites" section for quick access. - **Rich Formatting:** The chat interface includes options for text formatting. - **Expressive Communication:** Users can send emojis, stickers, and GIFs (using the `/gif` slash command). - **Scheduled Messaging:** Messages can be scheduled to be sent at a later date and time. - **Other Features:** Schedule meetings or record video clips directly from a chat. - **Calendar Integration** - The Teams calendar is a "carbon copy" of the user's Outlook calendar and stays in sync. - Users can create new events or block out time directly from the calendar. - **Calling Functionality** - Teams can be used as a phone system to call anyone within the organization. - Call history is visible, and external contacts are marked with a specific icon. ### 4. Teams and Channels - **Core Structure** - This is the main area for team collaboration. For AbilityFirst, department heads can request a new team. - **General Channel:** A default channel in every team, often used for company-wide announcements. - **Private Channels:** Channels with restricted access. - **Managing a Team** - **Access:** Click the three dots next to the team name and select "Manage team". - **Membership:** Add, remove, and manage member roles (Member vs. Owner). Owners can also approve join requests. - **Settings:** Owners can change the team picture, manage member permissions, and enable/disable "Fun Stuff" like Gifs and memes. Christy changed the Marketing team's picture to one of her cat, Moose. - **Channel Creation and Usage** - **Adding a Channel:** Can be done from the team's menu. "Standard" channels are accessible to everyone on the team. - **Posting:** Posts in channels can have a subject line to help organize conversations. - **Apps and Customization** - **Adding Apps:** Extend a team's functionality with apps, preferably those that are "Microsoft 365 certified" (e.g., Power BI, Planner, OneNote, Survey Monkey). - **Custom Tabs:** Add tabs at the top of a channel for quick access to files (PDFs, Excel rosters) or tools (anonymous stress level surveys). ### 5. File Management and Collaboration - **Accessing and Editing Files** - Files for a team are stored under the "Files" tab within a channel. - **Simultaneous Editing:** Multiple people can open and edit a single file at the same time. Each user's cursor is color-coded. This is a significant improvement from older systems where files were locked when in use. - **OneDrive Integration** - The OneDrive tab in Teams allows users to access all their personal and shared OneDrive files. - **Syncing Channel Files:** Users can sync a channel's file library to their computer by clicking "Add shortcut to OneDrive" in the channel's "Files" tab. - **Result:** This creates a shortcut in the user's local OneDrive folder (visible in File Explorer) for seamless file access and synchronization without needing to open Teams. ## Questions - [Insert Question/Confusion] ## Assignments - [ ] 1. For AbilityFirst department heads: If you want a Team for your department and don't have one, contact the instructor or submit a ticket to the help desk. - [ ] 2. For Lucio: You can change the Marketing team's profile picture from the baby moose photo at a later date if you wish. - [ ] 3. Set up a Power Automate workflow, if time permits at the end of the session.	May 8, 2026	Speaker 1 00:00:32 The name of the town is derived from the river. The film was released on 24 July 2015. The city is located on the banks of the river Sava. Hi Natalie. Hi, good afternoon. Good afternoon. The city is located in the central part of the island. Speaker 1 00:01:08 The name of the town is derived from the river. Speaker 2 00:01:10 Hi Jessica. Hi. Speaker 3 00:01:12 How you doing? Speaker 4 00:01:14 I am good. Speaker 3 00:01:16 That's good. Speaker 4 00:01:18 You guys are my fifth training class of the day. Speaker 3 00:01:21 Oh, wow. That's a lot. It's exhausting. Speaker 4 00:01:25 Yeah, just a long day. It is, and you are not my last. My last is at four o'clock. So, so I thought I'd grab a little snack. Speaker 3 00:01:37 Oh, good. Yeah, fuel up. Speaker 3 00:01:42 Almost The end. Speaker 4 00:01:43 Somewhere my tea was. Um, speaking of which, Speaker 3 00:01:48 I might just quickly grab a quick drink. I'll be back in a sec. Go for it. The. Speaker 1 00:01:58 City is located in the central part of the island. The name of the town is derived from the river. Speaker 2 00:02:10 The First is the most important. Alright, Speaker 4 00:02:11 We're going to give everybody a few minutes to join. Cause I had eighteen people. Accept and then one person declined later on. Speaker 5 00:02:25 The other one was with uh, what is her name? The other one, uh, the lady that she was giving that training training before. Speaker 4 00:02:39 Me? I'm the only one who gives the IT trainings for. Speaker 1 00:02:45 No. I am not going to give you. Speaker 5 00:02:54 Any more. Speaker 1 00:03:06 The room is black. Speaker 4 00:03:11 We're gonna give a few more moments and see who all joins. Speaker 5 00:03:17 No, go south. I'm gonna start in the train. Speaker 5 00:03:27 Oh, Araceli. Araceli Gonzales. Speaker 1 00:03:36 The name of the town is derived from the river. The city is located in the central part of the island. The. Speaker 5 00:03:45 Name of the town is derived from the river. Hope it's gonna be an hour. Check. Speaker 2 00:03:53 It's gonna be a little less than an hour. Speaker 5 00:03:55 Oh, thank you. Speaker 2 00:03:57 You're welcome. Speaker 1 00:03:59 Christy, this is Lucio. I love your emails. They're like the best. You should be a marketing person. Speaker 4 00:04:06 I marketed enough for other things. I don't do sales. I don't do marketing, but I've had to do my fair share. Speaker 1 00:04:15 That's great. Thank you. Keep them coming. Speaker 4 00:04:20 I will. Um, I'm going to be sharing my screen. We're going to go over a bunch of teams, although Moose may not make an appearance. I don't know where he went. He was under the bed sleeping earlier. That's why I'm here. Well, I've got two others. Brie is in her throne, which is right here. And then the other kitten is in her little bed right next to it. So. Say hi. She's like, no, I was sleeping. You just woke me up. And then the kitten's right here. She's so big. Speaker 2 00:04:54 The name is derived from the Latin word for" to be in a state of". Yeah, they're both they're. Speaker 4 00:04:59 Both uh moose is usually on the bed. But today he is not. We had a furniture delivery, so he might be in the living room sniffing all of the packages. So. I am giving a few more rounds because we had, I looked again, we had twenty two people accept. So, wait and see who else joins. Speaker 4 00:05:29 And I'm sharing my screen because we're going to walk through Teams. Today's Teams, next week we're going to do Microsoft Word, and then after that we're going to do Excel. And then after that, we're going to do Outlook. Although I have not sent out the dates for Outlook because that falls. On the same week that we're upgrading equipment at camp, so I won't be able to give that training, and it's also Memorial Day week. Um, so we're gonna probably skip a week or two. Um, so just a heads up for you guys. All right. I'm going to go ahead and start recording. Speaker 4 00:05:60 Because I did promise to record this one, and I am also going to turn on facilitator. Speaker 4 00:06:13 Bear With me. All right. Um. And that way, if you guys jump in or get lost, you'll see the notes that come up on the notes. Section, so real quickly, One of the first things I am going to do is I am going to show you. This is what I do every meeting. So I'm going to show you guys Teams meetings. So as you guys can see, so I'm going to put it over in the share screen. I'm going to show you guys the interface, but Real quickly, for the purposes of this meeting, I have a big long screen at home. So I am putting you guys off to the side where it's a little easier. And you guys don't have to worry about seeing a vast computer screen. But, over here we're in a meeting. You guys have options to go into the chat. Have a conversation with me. Speaker 4 00:06:59 Um, I will be watching and reading chat. You can raise your hand like this. You can send a reaction. I'm going to actually ask you guys to do some reactions during the meeting. You can change your view if you'd like to, so you can do a speaker view, and Um, it'll you'll it'll show who the speaker is. You can do together mode if you guys would like. Together mode is fun. But everybody has to be on camera for Together mode, and you guys can pick some different options there. You've got Halo. Uh, you got the auditorium, the gold auditorium. Uh, you've got a few others we can go into Minecraft if we want. I built a crimson IT one a while back, so there is a bunch of them here that you can do. Um, I'm not going to do together mode though. I'm going to switch back and just go back to gallery. Speaker 4 00:07:51 If you prefer your internet slow, you can go to more options under view and turn off all videos. So you can, you could hide me if you want. Um, under controls that is more for me. But if you guys are ever leading your own meeting, you can lock it or you can enable a lobby. And I'm allowing all of you guys to present and chat and all of that. Here's notes, so you guys might be able to see notes. Sometimes it works for external users, sometimes it doesn't. But in here is going to be AI generated notes because I turned on facilitator. If I wanted to push you into a room, I can tell it to create rooms. I'm not going to do that to you guys today. I have Copilot, Copilot's AI. So in Copilot, I can go in here and ask questions during the meeting. If I want to, I'm not going to do that because you guys still need that. I can also install apps during the meeting. And there's a few things we can do with apps. Speaker 4 00:08:49 Bear with me because it's slow, but I can send a poll. I can send you guys videos in YouTube. I can send you a form. Uh, and things like that. There's a bunch of things we can do. There's actually games in here too, so. Uh, just be aware of that. We're not going to do that. So, um, in here camera, you guys have a choice. You can go in. You can do camera. You can set up an avatar. Actually have an avatar turned on, but sometimes it gets a little wonky. So I can present to you guys using my avatar. Speaker 4 00:09:19 When my hair grew out, I changed my avatar to a longer hair person. But this is my avatar. And so you'll see that it's doing, it's talking like me. You'll see it raise its hand. You can see the reactions. There's a surprise. That's one of my favorites. You can see the laughter. So those are if you guys want to turn on avatars, feel free to do that. I do not mind. I'm going to turn off avatars. In here as well, you've got got some other things you can do, um in the more videos and effects. Used to be there, was like hats and stuff you could put on. Ah, video effects. But I oh wait here it is. You've got styles, and so I'm going to turn my video back on. So here's styles, and you can change the color and the mood of Uh, your filters. You can go to Snapchat. Snapchat's fun. Put a chicken on my head. Speaker 4 00:10:18 So you'll see that in a moment when it decides to load. There we go. There's the chicken. Um, if I wanted to, there used to be a cat here somewhere. I haven't played with this in a long time, but there's there's different things. There's a couple dogs. There's a, something or another here. So you guys have that. Feel free to jump in and do whatever. Um, hamsters are lovely. Um, I'm going to go back to Nothing. I can remember how to do it. Um, Speaker 2 00:10:51 It would be funny if. Ah, Speaker 4 00:10:56 Here we go. Okay, there we go. All right, so you guys got a couple different things here. You can put a background up, whatever you want. Your avatars are in here and you can change your settings as well. I do have it turned on soft focus. You guys don't need to see all my wrinkles. So just a heads up, mute. You guys can mute yourself. From there, you can also change your settings here for sound, change your microphone, different things like that. And so you've got that. I am going to put this back over here, uh, So that I can actually see your lovely faces as I talk and lead you guys through this. Um, And bear with me because I am going to lose my voice at some point. I have been talking nonstop. You guys are my fifth training session for the day. I don't normally have this many training sessions in a day. Speaker 4 00:11:44 So be aware, I am Southern. I am from the South. I am from Cal, not. I was born in California, okay? I was raised in Kentucky, Tennessee and Alabama. So my southern accent is going to make an appearance today. So I am going to apologize in advance. Also, if you guys need me to go slower, I can go slower if I need to. All right. So we're in Teams. Um, I am not in Ability First Teams intentionally. Um, because I've been working on some stuff. You guys see that I am in napping team right now. This is a really fun channel for Crimson staff. We don't allow We don't allow the CEO in this chat. Sometimes we don't let the C O C O O in this chat, but everybody else like me. I created this a long time ago, Just for a place where the team could ask questions and have fun and just kind of be like the watering hole. Because Crimson is all over the world and we love that. So we have a group chat called The Napping Team. Speaker 4 00:12:41 We have over fifty three employees in it, so, just a heads up for you guys. Um. So I'm going to take you guys through the interface right now. So real quickly, since we're in chat, I'm going to show you guys notifications and activities. So I'm going to click here. So Olivia is, she reacted so I can see all of this. Um, you can also see Nemanja is in here talking. Uh, he's saying happy birthday to Katerina because it's Katerina's birthday. Uh, we post. We like to post our birthdays up here, so everybody in the company can see it. And so, anything you've missed will be in here. Sometimes I just ignore this because there is a lot in here that gets mentioned, and I I don't have time to read all of that. So, I mostly pay attention to this number right here. And, you can see I'm in a lot of chats and I have a lot of chats pinned under my favorites. If you want to pin something to your favorites. Speaker 4 00:13:39 All you have to do is you just click on the little three icons here, and you can say move to favorites. So now Team Philippines is in my favorites. I'm going to remove them because they That is their time card thing, and as much as I love them. Um. All, we do is say when we're going to lunch, and we're gonna be back. That's just for Team Philippines because that's their. They they like having a time clock system and that's their time clock, so. Um, so you've got quite a few things in here. Um, but I do have quite a few favorites as well. If I scroll on down, we're going to get to our teams and channels. Now for AbilityFirst, you guys have a lot of them. If you want one for your department and you're not been added to it, and you're a department head, Please let me know or please submit a ticket to the help desk because we can set those up for you guys. So I'm in quite a few of them. I'm in uh, I got a lot here. Speaker 4 00:14:37 So I am going to show you guys a few, just so that you guys can get an idea of it. And, the very first one I am going to show you is the Crimson IT one. This is our entire company chat, so everything goes here. And so, like you can see, birthdays are in here. There's more birthdays. Brian's birthday. Work anniversary for Christian. For those of you guys who have met Christian, Stephanie's our marketing guy. Marketing out, so it's her second work anniversary. Um, and so we've got a lot of these in here. So that's what mostly this is for. Every now and then I'll post announcement in there or the C O O will post announcement for the most part. So our general chat, and then under shared is where we put our company files. So we've got anniversaries, certifications, our marketing stuff that we want our staff to have. Um, quite a few things. We got our event pictures. So if I go in here, you guys will see our bowling party. You'll see a lot of things. Speaker 4 00:15:36 So, uh, we'll scroll down. Yeah. Uh, Weingart Golf Classic. That was a fun one. So you can see we have a bunch of pictures in here. And we can click on it and take a look. There's Ansar, our fearless leader. It's grainy, but yeah. So there's our CEO. So we post everything in here that's company-wide. But under crimson, we have a lot of channels. And so We have company-wide meetings. Our weekly company-wide meetings are right here. I want to see a cute baby. There's my cute baby. Um, we have our operations leadership channel which is private. We're gonna go over that in a moment. So, you guys can see there's a lot of things we can do in here. I go here to SOPs. How many of you guys know what an SOP is? Show me a heart emoji. Reaction. Speaker 4 00:16:32 Okay, a few of you guys know. Okay, that makes me feel a little bit better. All of Crimson's SOPs are actually stored in the share folder. So here is all of our SOPs. It's how we run the company. So, we also do some things like recognizing. So there is a lot of things you guys can do. Uh, within your channels, we have a projects channel. So all of our big projects. In fact, how many of you guys have been to camp? Speaker 4 00:17:01 I know Alma hasn't been yet, but she's gonna go soon, right? Uh, so this our projects when we were working on things for you guys. This our project's photos. So we Everything we work on, our shared files and everything are going to be in here. So that way, if you have access to this which not everybody has access projects, we can do that. Now I'm going to switch. I'm going to go up here to my Crimson IT, and my I'm going to switch. If you guys have never signed in to Ability First. Team s, I'm going to show you guys how. So normally you're going to type your password in. I'm just going to choose my account. And I'm going to enter my password. What is my password? Speaker 2 00:17:46 I think that's my password. Speaker 4 00:17:50 Yep, there it is. All right, So I am going to I think my security key is set up for this. Oh, no. Don't have to sit up. That's why, so I mean in another way. Um, I'm going to use my Microsoft authenticator app. So hang on. Speaker 2 00:18:17 Bear with me one moment. I gotta approve it. So. Speaker 4 00:18:25 If you've never logged into Teams, this is how you're going to do it. I'm gonna. You wanna say yes. However, I'm going to say no because this is my Crimson account computer. So here I'm going to go here and I'm going to click on AbilityFirst. I don't monitor my teams on AbilityFirst. So just a quick heads up to that. I don't monitor it at all, so if you send me a message, I see Carl did. I'm not gonna see it, so I do apologize, but um. Speaker 4 00:18:59 In here, you've got a few things in here. Very similar to how Crimson runs it. There is an ability first, but we haven't added everybody to it yet. Ah, Lucio There is a marketing. Ah, Alma's already been added to the H R team. Um, so we've got quite a few things in here. Now, how many of you guys have seen channels or are using channels regularly? Jessica. Okay, good. Um, let me first see Lucio. I'm gonna add you to marketing. So I'm gonna go over here. I'm gonna press on the little three little dots. And I'm going to go to manage team. Now, in here I can see all the channels. So follow shares where you guys can share items. Now we go to members. And here's the owners, and here's the members and guests. I see Lucio has not been added yet. Speaker 4 00:19:58 So what I'm going to do is I'm going to add him. So I'm going to click on Add Member. And I'm going to type in "histogram." There we go. And I'm going to say add. So now he's added. And right here, you're welcome. Right here, I can go in and change him from member or owner. If I want to. I can also remove people. So I'm going to remove CIT test because we don't need to be in there. And so that's going to be removed. And there we go. All right. Any questions about how to add and remove people from channels? If you guys get that message, just ignore that. All right. If, you are if there are any pending requests in here of people who want to be joined to join, you can go in here and you can say accept. So I'm going to go in here and accept. Speaker 4 00:20:56 And, that's all you have to do is you can hit, accept or accept all. I'm going to go back and check that a little bit later. Under settings, this is where I can change pictures. So you've got some icons here. You got some details, so I can go in here and say change picture. And what if I wanted to upload a really cool picture? So I can go into pictures. And let me go in and make a picture. And Lucio, you can change this picture at a later date. You don't have to take what I am doing, but I am going to put moose in when moose was a baby. So baby moose. This is our old apartment. So now the marketing team has a baby moose for their picture. And there you go. So you guys can go in and change that later. I just did it for fun. You also can go in and look at your member permissions and what they can do. You can go in and take a look at fun stuff. You can allow memes, and gifs, and stickers. Speaker 4 00:21:56 You can also see analytics. So let's see if people are actually actively using it. And no, people are not actively using it, but that's okay. And then under apps are things that you can add. So in here, if you guys use Power BI, which not there's only one person in the entire ability first uses it. You can do planner, which I love. Planner, we'll do training on planner later. OneNote for any of you guys who use OneNote. You can add all kinds of different things in here. So there are a few things you can get more apps. And I'm going to show you a few cool apps. We've added our own app to your organization. You guys can use Survey Monkey. You guys can add Adobe Acrobat, And I love doing Adobe Acrobat because I sign forms all the time for people. And they just sent it to me in Teams, and I just open it in my Teams. I don't have to open it in a different. Item. Speaker 4 00:22:54 Um, You can do YouTube if there's videos or anything um that you guys want to uh show people in YouTube. You've got that option. So there are a few things in here. Um, you have quite a few. Uh, I always tell people to go with any of them that are Microsoft three sixty five certified. Uh, just as a rule of thumb, most of them are. But you have that. I'm going to click out of this. Go back. Um. Now we're in the chat channel here, so I'm going to go back to the team. Oh wait. Yeah, I'm in the right one. Okay, sorry. I thought I switched back to the crimson one. Um, so I'm gonna go back here. I'm gonna look at um, cause I haven't really done much with information technology. It's someone else did things. But you've got a bunch of things in here that you can do. So I can go in here, I can go Um, I can edit. I can add more channels. Speaker 4 00:23:52 So if I'm in here and I want to add a channel, I'm going to click on Add Channel. And let's say I want to add a channel and I want Um. I want to make it post-driven, and I want to make it fun zone. Here we go. Now I can do a description. I can choose channel type, so I'm going to say standard. Everybody in the team has has access and recommended. That people show this in their chat list, and then I'm going to say create. Speaker 2 00:24:30 It takes a minute. Speaker 4 00:24:33 This is the part where you sit back and go get your tea or coffee. So now we can post in the channel. Now, The difference between channels and general chats is that you can add a subject line. So if I want to say poker party. Speaker 2 00:24:51 And I'm going to say the IT department. The name of the town is derived from. Speaker 1 00:25:05 The river. The. Speaker 4 00:25:12 First is the most important. And there we go. I can put my announcement in there. I can also add pictures. So, if I'm in here and I want to add pictures or I want to add different things, I can go in here and choose that. Um, so if I'm in here, let me go into my little thingy. My other screen. Speaker 2 00:25:33 And I'm going to copy an image and. Speaker 4 00:25:35 I'm going to paste it in here. And there we go. Now we have a fun picture. And now you can see Cree and Moose. So. Speaker 4 00:25:47 And there you go. Um, shared is really fun to use. Um, But I'm going to go back into the crimson folder so that you guys can see how this looks. All right. Now, what I'm going to do is I'm going to go down here. And I am going to go to, trying to think of one that I have not. Ah. Speaker 2 00:26:14 Let's see. Speaker 4 00:26:14 Let's do operations leadership. Speaker 4 00:26:18 And then what I'm going to do is I'm going to go here and I'm going to go to shared first. Sorry, I'm going to click on shared first. I went out of order on that one. So, what I'm going to do here is I want my files to show up. Speaker 2 00:26:35 Hang on one second. Gotta. Speaker 4 00:26:39 Open that and get that over on the screen. All right, so I want that to show up in my Crimson. One track. And so you guys can see, I showed you guys SOPS earlier. Um, so now I want to attach. Another one of those folders in here, and so those folders are where I can go pull files, things like that. So under operations leadership. Since I use this file a lot, What I'm going to do is I'm going to go in here and sync it. So, I can do one of two things. I'm going to add shortcut to OneDrive. So it's going to update my documents and it's going to add in there. And so in a moment. Speaker 4 00:27:16 Yep, there it is. Now I can see it here. So there's the operations leadership and the documents. And that's how you add it. So your OneDrive is going to be up here. You can see has my name, Crimson IT. And then this is all my items in my OneDrive. And then there's the one I just added. Any questions about this? I know I'm going fairly quickly because I've got a lot of information. I want to cover with you guys today. But any questions so far? Speaker 3 00:27:47 Hello, it's Jess. Yes, um, I just got a little bit confused there with what you did in terms of. Yeah, I understand the syncing between the two, And I was having a lot of issues with that over the past week or so, getting my getting access to the drive. Um, so yeah, This is kind of a gray area for me where I'm trying to figure out what are the benefits of doing it? And what did you just do? Like, did you just bring the file into Teams or first versus now? Speaker 4 00:28:15 So I just added a shortcut to OneDrive. That's all I did. Speaker 3 00:28:18 Just click that button in Teams. In Teams, yes. Yeah, Speaker 4 00:28:23 Because I do a lot with those files, and so I well, I do a lot under clients. So yeah, I can go into the clients one. And it's going to show me just like Teams. So, um if I pull up Teams under Clients. The city is located in the central part of the island. And then I go to share. Speaker 4 00:28:44 So you see all of these folders. Very first one is master client list. Speaker 3 00:28:48 Yeah, mhm. Speaker 4 00:28:49 And then here it is. Speaker 3 00:28:51 Yeah, so just saves you. Jumping between apps. Speaker 4 00:28:58 Yes, absolutely. And the great thing about this is when I have something in here open, so if I go to Billy first. And I have a file in here open. Let's say computer counts. This was an outdated one. But I'm gonna click on it anyways, um because we made a new file for it. We should delete this one, but this is the old computer count form. Uh, it's a report that we used to send. Um, so if I'm in here working, then if I have April, one of my staff members go in here and work at the same time. We can see each other editing files. Mhm, And so that's a great thing about working in teams, more than one person can access. A file at the same time and edit at the same time. So. Speaker 4 00:29:42 And you'll see their little icon up here, um, and it's going to be here. And, you'll see, they they will be assigned a color and anywhere that they're at. They will open that and you will see where they're at. So, Speaker 3 00:29:56 Would that happen too if you both opened it from OneDrive? Speaker 4 00:29:60 It would, if you shared it with someone in OneNote. Yeah. Yep. Okay. So, yes, that's a really awesome feature that we love. Now I say that. I've been in IT for twenty eight years. And if you guys, If you guys have been in IT or if you guys have been working in your career for any length of time, probably about four or five years ago, You guys might remember that sometimes when you try to open a file from a shared location, like um a file share or server or anything like that, um let's say I am going to use Jessica and Jennifer as my examples. Let's say Jessica is working on a file back. Speaker 4 00:30:41 Back a couple years ago, and then Jennifer tried to open that file. She would get a notice that it was locked. So, these are the new things that you can do, where you can work on files at the same time. So it's not new. I'm just, I'm used to treating it like it's new. So, all right. That's the main part of chat. Now within chat you also have the ability. I'm going to go to Gaston and Robert. Um. I have the ability to do formatting here. I have the ability to send emojis. I'm going to send a dancing emo. Elmo, not email. Elmo. My child's email. I was the original emo back in the nineties. Um, I can also send other things. I can send stickers. They're going to ask in a moment about things, but I can see the stickers. There's a lot of really fun things we can do. I can also add. Speaker 4 00:31:38 Different things like schedule meeting, I can record a video clip and send to them. I can schedule the message. Any of you guys on here night owls like me? Nobody. Okay. Lucio is. Speaker 3 00:31:52 I depends what the activity is. Yeah, if we're out dancing, not working. Speaker 4 00:31:57 Yes. Um. So if I am, if I'm working language, I often do. Because, this is a very comfortable chair. I am sitting in, and my desk is laid out. And as you guys already saw, my babies are sitting behind me on their thrones. It's a very comfortable. I have my little seating area. I have a fridge over here, so I am very comfortable. Unless, my daughter is home, and we want to watch movies or we got stuff to do, um, so I'll sit here and I'll be working. I have three computers right here in front of me that I just click a button. I don't know if I can show you my button, but I click a button. Speaker 4 00:32:31 I can go from my gaming computer to my crimson computer to, if I have my ability first computer here, I can do all of that. But if I'm working late, I want to schedule a message. I'm going to schedule the message sent. So maybe I want to schedule the message to go out Monday. Then I can do that. And it's a really useful tool. Um For those of you guys who are managers who like to work late, so just a quick heads up for that. I would never tell HR. But I said that you know. It's okay, if you work like, because I would never do that with an HR person sitting in here. But considering I am a boss at my own company. I I work late all the time. Alma has not heard that yet. She didn't hear that, right? I'm not getting any reaction from her. She's probably smiling behind the cameras. All right. I do work. Quick question, yes, ma'am, Speaker 3 00:33:26 Chris. Um. I'm used to Slack, and in Slack you can there's lots of keyboard shortcuts. So to send memes, you just do forward slash and type in whatever you want like celebration, happy birthday, goofy. I don't know whatever. Is it the same in Teams? Speaker 4 00:33:46 Yes ma'am. So I can do a lot of different things. There's a lot of commands in here. So I've got a lot of issues. I've got a lot of things I can do. I'm. I am a terminal person. Most people aren't, so I don't really ever show this to people. But you have a couple of things you can do. Hang on one second, my daughter is messaging me. She's at school. And for her to message me three times in a row, it is. Speaker 2 00:34:13 Uh. They are just getting out of school, so she's asking questions. I think she's wanting to Uber home. Speaker 2 00:34:33 All right. Oh, Speaker 4 00:34:36 She has a friend coming to help her after school. That's why. So I can do a lot of different things in here. I can add a GIF. I can say laughter. Speaker 2 00:34:46 I like minions. So, uh, Speaker 3 00:34:51 Cool. I get it. So it'sum slash slash gif. Yeah, cool. Speaker 4 00:34:55 Cool cool And so on the napping team, I can do slash sticker. Oh wait, uh sticker's not working for me. That one works on my other computer. And hello there. And I can send that over to the napping team. So, Speaker 3 00:35:14 Yeah, I liked reminders was a really good one where you can set a. Let's say a weekly reminder Monday on Mondays at twelve o'clock or something, and it can go out to a channel or a person. I'm guessing that's in there somewhere. Yeah. Speaker 4 00:35:30 You can, and there's also Power Automate that works as well. Um, and if you guys if we have time, I can show that towards the end because I need to set up a Power Automate. So, um, But you just reminded me, there's also some other things you can do in your chat. So if I go back to general. Let's see. Where did it go? Okay, yeah. So you can set up different tabs up here. So there's a crimson org chart that we have under our general tab. Sometimes it opens, sometimes it doesn't. We're going away from this, but it allows us to go in and people can see it. Um, I can also go in here and click on the holidays PDF file. I'm on a slow internet connection today, so it's acting a little wonky. I can also Crimson does a stress level survey weekly. And so I can also click on that lately. It's not been showing up in. Speaker 4 00:36:24 The tab, but here is our thing. We ask everybody to fill out once a week for our staff. They they fill this out and then it goes to the leadership team, and it can be anonymous. So we do that weekly. But, we have things like that that we do in here where you can put tabs at the top. So you can put Excel files. Um, we have a weekly team roster. Maggie's in charge of seeing where everybody's at for the week, who's on PTO, things like that. And so when we want to see the actual weeks, we can click on that and it opens in Excel file. Just not right now because my computer is going very, very slow. We also have our birthdays and anniversaries up in here too. So there are a few things. Um, I'm going to come out of chat and channels for a moment, and I'm going to click over here on the left side to calendar. Don't freak out at my calendar. It's always busy, but here's my calendar. I have everything in here, so it's just like your Outlook calendar. And it's literally a carbon copy of Outlook. Speaker 4 00:37:23 So, um, so we have that in there. And then anything that we're doing in here, like if I am having to make a drive or anything, all I have to do. We do have visitors coming over. So I can just highlight the time. And I can put in there vowel and then pickup. So we have visitors coming over tonight to pick up a package, and so I created that just so that I have that calendar reminder there. Um. You can go in. It shows a week at a time. I'm going to go to next week from here. Someone keeps, I don't know who that guy is. I'm gonna block out my calendar here. Uh, cause I have an early morning doctor appointment. So, he got the earliest appointment you can get on my calendar, though. Uh, so we've got I've got a few things in here blocked purposely, um but also I've got you guys here listed here. This is Microsoft Word. Speaker 4 00:38:23 Training, and I've got a few other things happening. And I can go as far out in advance as I need to for that. So, you also have the ability to call people. So, In here, we we do crimson uses our teams like a call or like call ability. You guys have call ability. So, a lot of you guys have taken your phones away, but you can go in here and call anybody. So if I wanted to call Alma, all I have to do, And I keep forgetting how to do it in here. I'm going to type a name. And sometimes, yep, there it goes. If I've talked to them before in Teams, it's going to pull up. I'll talk to her and I can hit call. I'm not going to do it on this one because it's going to put you guys on hold, but I can actually call her through Teams. So it's a really cool feature. I can see Reuben calls me often. I can see that I missed some calls from there, which is shocking because he normally calls my cell phone. Speaker 4 00:39:21 Um, he anytime you see this little icon right next to them, that means they're external to you. They're not within your organization. Now, another tab we have is OneDrive. So your OneDrive files can be pulled up here. So I've got a bunch of files in here. I've got some new letterhead from Crimson. I've got some Crimson documents, some other stuff going on in here. So I can pull that in here. I can also go to My Files and see only my files. If you guys remember. Here's that file. This is that link that I set up earlier in this conversation with you guys. And also pull up my media. Here's all my photos. So, all my training videos and different things like that. Um, if I do a training with you guys, which I'm doing right now, it'll be in here. Any icons. There's Brie. Brie is I made some really fun pictures of Brie. When I need her to look mean about something, I made her a mean photo. Speaker 4 00:40:20 But also I've got quick access to other things in here as well. So all those channels I showed you down here. I can click on crimson and I can see all the channels and all their promoters here. Um, I'm going to show you guys a whiteboard because I love whiteboard. And I'll do whiteboards in meetings. So, if I'm working on a meeting and I need to annotate things or I'm doing things in here, um, I will do it under whiteboard. So I can draw in here. It's going to be slow to pop up. Um, hang on one second. Try to ignore.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=92a9511b-982f-4f57-8206-57bacb5e427a&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3ODI4MzkwOSJ9.CgoKBHNuaWQSAjY0EgsI8uug2K_Xlj8QBRoNNDQuMjIyLjE5MC4zNSosL2p1RVd6blBleVBFN3RuM3JWeFNydnNHZnVFV1piM1hTREhXUlVrd1RYbz0wmgE4AUIQohG_D4MQABCpIvwVrosGhUoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.-zwksdMV6MkvivtcVN7d9B694jEup-4VGzh4LmqKwJQ&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
07-14 Meeting: Cost Allocation Methodology, Program Funding Shifts, and Budget Overruns	> Date: 2026-07-14 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Sergio] [Jennifer C] [Speaker 5] [Crystal] [Apolo] [Christi] [Speaker 9] ### Meeting Notes #### Developing a Cost Allocation Methodology - A new, documented cost allocation methodology is being created to distribute support service costs (IT, HR, facilities) to specific programs. - This will be built from the ground up to establish a formal, documented procedure. - The process will start with the new admin budget, consolidating expenditures into single departments (e.g., IT, 2610 facilities). - After determining total costs, an allocation method (e.g., percentages) will be applied to distribute expenses across programs. - The methodology will be standardized and documented; year-over-year changes to allocation percentages will be updated in the document. - Remove Rita Floyd from the personnel detail tab of the admin budget, as she is on leave and not returning. #### Review of High Fidelity Wrap and FSP Funding - An amendment to move $512,000 from High Fidelity Wrap to FSP is under review and not yet signed. - The justification for the transfer is unclear; it was claimed the funds were placed in High Fidelity Wrap by accident. - Internal discussions are pending before a decision on signing the amendment. - Jennifer C will follow up if there is no update by end of day July 14, 2026. - The new High Fidelity WRAP model includes new roles, but rates are unknown because it remains fee-for-service, not the approved capitated rate. #### Billing and Staffing Projections for Various Programs - Detailed projections based on current staffing and billing rates were presented. - FSP: Over budget by approximately $1.1 million if staff bill an average of 5 hours/day; on target at 4 hours/day. - OCS: Projected to be over budget even at lower billing averages. - SCHARP: Currently projected to be over by $3 million with 5-hour daily billing; figures are inflated as not all roles are filled. - High Fidelity Wrap: Projected to be under budget based on historical averages and current fee-for-service staffing. - HSSP & AB 109: Both trending over budget with current staffing. - Child and Youth Well-being: Projected to be over by about $800,000 if staff bill at 100%. #### Doctor Time Allocation Analysis (July - May 2026) - Reviewed doctor time allocation across programs. - Dr. Barrett: 80% FSP; Dr. Beagle: 60% outpatient; Dr. Blair: approximately 50/50. - Overall, FSP clients had more total visits (2,800) than outpatient clients (2,210). - For BAFMA, outpatient clients had more visits (642) than FSP clients (529). #### Departmental Updates - HR (Apolo): - The new employee handbook will be distributed via DocuSign next week (week of July 20, 2026). - Handbook includes information on maximum accrued PTO hours. - IT (Christi): - Updating the 2610 ADT system. - Computer performance is expected to improve within the next week. - QA (Robin): - Will connect with Alida in about a week and a half regarding a Medicare issue. - Operations (Crystal & Speaker 5): - Organizing a safety committee meeting. - Updating site layout plans; scheduling fire and code drills for August or September. - Performance evaluations have started; Erin and Speaker 5 will review them. - Recruiting continues for Program Managers for FSP and AB 109. ### Next Arrangements - Budget and Cost Allocation - [ ] [Speaker 1] to remove Rita Floyd from the personnel detail tab of the admin budget. - [ ] [Speaker 1] to collaborate with [Speaker 2] to develop and document the new cost allocation methodology, including setting and updating allocation percentages. - Funding and Program Models - [ ] [Jennifer C] to follow up on the $512,000 amendment shifting funds from High Fidelity Wrap to FSP if no update is received by end of day July 14, 2026. - [ ] [Jennifer C] to call Christi regarding good news about Pratt. - HR and QA - [ ] [Apolo] and Bridget to send the new employee handbook via DocuSign next week (week of July 20, 2026), including PTO accrual details. - [ ] [Robin] to connect with Alida on the Medicare issue within the next week and a half. - Operations and Safety - [ ] [Juan] to organize a safety committee meeting and update site layout plans. - [ ] [Crystal] to schedule safety drills (fire, code) for August or September. ### 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. Multiple programs (FSP, OCS, SCHARP, HSSP, AB 109, Child & Youth) are projected to be significantly over budget. The discussion acknowledged this but did not establish clear next steps to mitigate the overages. > 2. The High Fidelity Wrap program is operating on a fee-for-service model and is waiting for a capitated rate to be approved. The financial impact of this transition and the timeline for approval are unclear. > 3. The amendment to move $512,000 from High Fidelity Wrap to FSP is on hold pending internal discussion. The lack of clarity on the reason for this transfer presents a risk. > 4. Several new specialized staff roles (e.g., SUD specialists) are required for new program models but have not yet been filled, which impacts budget projections and service delivery.	Jul 14, 2026	Speaker 1 00:00:01 Uh there was one I was working on the admin budget. Rita Floyd is on leave, isn't she the partner that passed away, she didn't pass away. Okay, Speaker 2 00:00:15 That's she didn't pass away. Speaker 1 00:00:17 Okay. So so that person is on leave, then that's what they have. So no, okay. Then then maybe you and I will talk offline about it. Yeah, Speaker 2 00:00:25 She's also on leave and she's not well, Speaker 1 00:00:28 Okay, and she won't be coming. Speaker 1 00:00:33 So I'll present a budget. We can talk about that. Yeah, she's should not be a financial. Okay, understood, okay. All right, I'll remove her from the line item or from the personnel detail tab. You'll see once you get your admin budget, you'll see it. Um it'll be clearly spelled out, then you can tell me what you want to do if anything. Speaker 2 00:01:03 Yeah, and you know, getting all the consultant times allocated is going to be something. Okay. Speaker 3 00:01:26 Yeah. So right now okay so actually we were talking about that this morning. Speaker 1 00:01:30 Uh just now with Carmen and James, how we're going to be taking all the expenses for technology IT um HR accounting 20, the facilities costs for 2610. How we're going to be creating one parent account for 2610 Industry Way. Then from there, the allocation methodology that we're going to have to develop of what we're passing to what program. We're gonna have to come up with that because we're gonna capture all the expenditures in one department. Like for IT is all in IT, We have 2610 facilities expenses, all gonna be captured into one single department. We can then take that total expenditure, Then allocate it any which way we want by whatever percentages or whatever methodology we come up with how and then pass it on to these other. Speaker 1 00:02:26 Departments is the way you're you're asking how those allocations are being done. Because right now we don't, I wouldn't know what to allocate like how much of IT do we take and transfer over or what items in IT do we take and transfer over to program or allocate to program. We're going to have to devise that methodology and I'll work with you on that. Speaker 1 00:02:52 It's going to be a little bit more detailed once you get the budget, you'll see it. You'll see the expenditure, you'll know what the total cost is. Then. The question is going to be, how do we take this total cost and allocate it to all these different programs? And we'll come up with A method, A process for that and A method percentage and then continue that year over year. Speaker 2 00:03:15 It's um, You know when we were cost reimbursement, cost allocation was really uh, Something that we have to be precise about. Mhm. Yeah, this is drawing. Put that back with some specificity. Speaker 1 00:03:40 Yeah, it's we're going to have the clarity that we need right now. We at least I don't I don't have it. We have all these expenditures supporting uh support services costs, How do we allocate them to these specific programs? That's that methodology we prepare. And that's just a simple accounting transfer of expense from one department to another. So once we come up with a proper methodology, Then we just create a monthly allocation that gets done by accounting and pass the expenses over. And then do our drawdowns or. Speaker 1 00:04:20 Apply the cost to it. So we have the proper income statement for every DMH contract. And once you see it, it'll make more sense. Sure, yeah, Speaker 2 00:04:32 You have to visualize. I understand conceptually. We've had cost allocation done since the beginning of agencies. It just hit me now. Speaker 2 00:04:52 Significantly rough in the last year. Because for all the reasons we all know. Yeah, Speaker 1 00:05:14 We'll have it. We'll have it now. That's what it is now. We'll have it, we're going to document it, And, that's what I was talking to Darbra about is whatever allocation methodology we put down or put in place, it has to be documented. So then the only thing we have to change would be percentages. So if year one, we state that certain expenditures are going to be a 20 percent allocation. In year two, it changes to 15. All we do is go back to the procedure document. It'll be a standardized document that we create for the organization. Speaker 1 00:05:48 And as the percentages change year over year, we just update the procedure document with the new percentage allocation. That is it. It's simplified. So there'll be a lot of work that's going to go into it, but the start's going to be with this budget that we're putting together. Once you see it, it'll be all in one one area, then we can talk about shifting dollars wherever we need to. Then this is whatever we feel comfortable with, whatever we feel is right as a percentage allocation, To programs, we are going to document that methodology. Speaker 2 00:06:25 So it should be in our policies and procedures for financial. It would be. Correct. Speaker 1 00:06:43 This would be this would be one of them. You're right, yes. That's why? That's why I was encouraging Darva that that's what we have to do. We have to document it. We can't just talk about it off the top of our minds because that's what's happening now either. Somebody knows, another person doesn't know, You know, we I get answers like, okay, yeah, well, I was told to do things a certain way or I was just told to do this, and that's it. Okay well if we can't explain it then that means it's not a methodology, it's not a process, it's not a procedure. Speaker 1 00:07:17 We have to document it. So, so the point is we're going to go back, we're going back to the drawing board. We're going to start from scratch. We're going to build the proper procedure. We're going to document it and then make it official. That's what will come from this exercise. Any other thoughts or questions? No. Speaker 2 00:07:45 Okay, so once we get into it. Speaker 4 00:07:47 Once we see it, yeah, Speaker 2 00:07:48 I think we'll look at more questions once we see. I can see. It's. Speaker 3 00:07:54 Eleven fifty six. Are you ready for the for the subpoena or do you? Um Did they ever email you back? I don't know. I thought were just going to be just giving stuff to us to go. Speaker 4 00:08:12 Around uh. Well, I mean, I guess it just depends on what you want to know about. I know I showed you some of the numbers last week from last fiscal year. Um, I think this fiscal year, I know that they sent out the amendment one to move money out of High Fidelity Wrap into FSP. So waiting on or, Because there were some emails back and forth, called Davis. Made some justification that somehow, some monies got put into High Fidelity Wrap on accident. That it was actually coming from HSP and I don't really understand. Oh really? Yeah, So he said, somehow that accident put there. My argument was even though the IAPCS and High Fidelity Wrap are combined dollar allocation. Speaker 4 00:09:15 And so then after Carl's response to the question or to this my question, Kim stepped in and was like, we need to talk about this internally and then we'll get back to you. Speaker 2 00:09:34 Yeah. He uh he basically said that. Speaker 4 00:09:42 No, I know, and we don't want you to until we can figure out what he said. It just kind of came out of nowhere. Out of nowhere, it's her staff. Speaker 3 00:09:55 The last two weeks, the last few. I don't know. Speaker 4 00:09:58 I look at what his actual statement was, But it's basically like somehow some of somehow dollars from DSSP went to a High Fidelity Wrap, but like. Why that amount? Like, why five hundred and twelve or whatever? It seemed like an odd number. Like, he made it sound like all the money got accidentally put there, but why would it only be a portion? So it make no sense. So I'll follow up with uh if I don't hear back from them by the end of today, I'll respond to the email to say if they have any updates or conversations where just you know we'd like to know before we sign the amendment. Speaker 2 00:10:40 Yeah, well, I'm not gonna sign it. Yeah. Right. But the IFCCS is that that is now Is it still in FSP? Speaker 4 00:10:53 Yes, It's no no moved out It's moved out High Fidelity Wrap is currently this fiscal year It's high fidelity wrap. Speaker 2 00:11:00 Okay So IFCCS is included in High Fidelity Wrap Yes Yes. Speaker 2 00:11:10 And typically it was 500. Speaker 4 00:11:14 Yes, historically when we initially when they gave us those dollars, it was about that much. Speaker 2 00:11:20 Yeah, it was about 500 or 600. Speaker 4 00:11:22 They spent about that much. Yeah they did. So I mean in reality, they gave us so for this this. So this is a This, is the MCAF this evening budgeting book. Speaker 4 00:11:40 They gave us 4.08 million. So, that was the original, that's the original allocation from the financial summary. If you look at historically for wraparound, they gave us like 2.5, right? But, then we ended up billing over the amount. And I think this last fiscal year, they gave us 3.5 ultimately. Speaker 2 00:12:09 Ultimately, It's always been a struggle. Speaker 4 00:12:13 Yeah, Soum. Speaker 2 00:12:15 And then they say they're going to put it in. Right. So this spot quick goal of do you think that that's what we need to do? Are. Speaker 3 00:12:37 You there? Speaker 4 00:12:44 Well, I mean, I feel like if we, I mean technically it is probably a little bit over. If you look at what ISCCS has routinely billed, they haven't really gone over about five hundred thousand. So, if we were to incorporate the three point five million from the old wWRAP, then they gave us basically an extra million dollars. So you know. But in my projections, I told you I did a whole calculation for where we would be at with the amount of staff, And that's not including the proposed staff because you remember high fidelity WRAP has not the state has not approved the plan. So, the only thing that we're doing right now is basically old WRAP for ISCCS and WRAP clients in terms of. Speaker 4 00:13:34 Services and staffing. So the new model does incorporate other roles, so that could be impactful in terms of billing. And also, we don't know what the rates are, because right now, we're still doing fee for service, But WRAP is supposed to approve a capitated rate for WRAP services, and then other services will be fee for service. So I don't know. I'm just guessing right now just if it's solely based on fee for service, but, We won't really know. Speaker 2 00:14:06 Yes, yes, yes. But you see now looking at this, the amount of this in hyper-vigilant right and child and youth speaking. Speaker 4 00:14:30 Well The child and youth will be, Actually got more. Um, They I think they got about five hundred thousand over what they've historically been spending. So remember this is where the adults generally have spent about five million. Yes. So, they're the ones that have been the most impacted. Speaker 4 00:14:56 So It's hard to say but you know, I don't know if you want to see my projections. Yeah, Speaker 2 00:15:03 I'll see them. Why not? Speaker 4 00:15:06 They are uh. Oh, look how scary. Speaker 4 00:15:15 I Was having coffee. Soum. Speaker 4 00:15:28 So well we'll start with that for us. Speaker 4 00:15:34 So Basically this is, this is according to our current staffing. They may be down one staff person, but I think they have eight and eight. This is for FSP. Um so this is the new hourly rate, um so all these calculations are based on the new rate uh, And so what we're looking at is if they, If all these folks bill on average five hours a day for the entire time. Um, This is incorporating how much would you build for the entire set of staff for each role. Plus I added in the doctor time. So I looked at how much time of their time is being allocated to bill for FSP. Um, looking at historical. Speaker 4 00:16:26 Expenditure. So right now, if we build five hours for FSP, they'll be over by about one point one million. Um, if we go down to four hours, they'll just pretty much be right on target. And then for OCS, right now they have eight clinicians, five case managers. Speaker 4 00:16:59 Yes. If you look at their billing, um, and you look at the allocation of time, it's about half and half of what they're billing to each of those programs. So I just use their actual allocation or historical allocation of time. Speaker 2 00:17:20 It just seems like that 0. 5 is a little bit too much on this one. Speaker 4 00:17:29 Yeah, but also they're not billing. I utilize their average hours because they're only billing three point seven hours a day. So when I did the calculation, I looked at their time, plus three point seven hours average billing per day um for an average monthly because nineteen point five is the average monthly billing days over the course of the year. Plus 0. 5 is because they only only 0. 5 of their time is allocated to billing OCS and FSP, but they only build 3. 7 hours, so I use their actual hours of billing, Um and that you know, so that's why it looks less than what you would think it would be because they're not now Trujillo builds more, Speaker 2 00:18:22 But any other yes. Speaker 4 00:18:31 Right. But but she builds less, so I just did the average of them both. Speaker 4 00:19:01 I mean, I can go back to look to see over the last three months or so if that has changed. If I look at her average, it's not. But we, No, I hear what you're saying. Speaker 2 00:19:13 Very unusual. Speaker 4 00:19:17 We, can we? I can do a deep dive to see if that's actually true, even if she has more tisane technically, yes, So OCS is going to be over. Speaker 4 00:19:30 Right. All right. I'll I'll look into that a little bit. So right now if they build five hours, They're going to be over by a million and it'll be kind of right on target if they do four. Obviously, we haven't said anything to them anybody about doing anything other than. Speaker 2 00:19:53 What's the time here? Speaker 4 00:20:00 Right when you have some fraction. So, so for for SCHARP, um. The numbers are probably a little bit inflated because we don't have all these roles in place yet. We don't have SUD staff. We don't have this so can look at the portion of that but, Based on the calculations, also including doctor time. So right now, with that configuration, I have them going over by three million. If they're billing five dollars. So, you know, it might change like right now. We have like one employment specialist. And right now, if. Speaker 4 00:20:59 If we move some of these people over, it would still. It would still be pretty close. Um. To that number, so I think we'll just have to track it and trend it to see. Where, we actually are because you know, because FSP is so large and of course, I'm, including, I did separate out AB 109 and also HSSP because. Just because They operate differently instead of trying to put them all under one. So this is just like what the allocation is. So this 19 million 14 4 is I did some calculations around like historical billing and looking at all the things that come up with the number. So it's a little arbitrary obviously, But it's close to you know what I'm determining as what their MCA is or just FSP ICM. Speaker 4 00:21:59 Without a meeting. Yes. So if they if they build four hours a day, we'll be closer, you know, to the number. Um So I guess it's just we'll see how things progress and'cause there's gonna. There's there's probably gonna be a lot of clients enrolling Well, Speaker 2 00:22:23 I guess so. Um I guess so You know. Speaker 4 00:22:44 Yeah, I mean, we're we're working on it right now to to get the final numbers because there has been clients that need to be disenrolled and stuff. So, we're trying to, you know, catch up a little bit in terms of seeing where we are. And we're. Working on that now, but you know we're. But, it's more about just our FTEs and how many referrals we'll get and how many they will allow us to take. Speaker 2 00:23:10 So based on based on this, what you see back to I I see. Mhm. So they start taking. Speaker 4 00:23:51 According To the expectations around what the staffing implication is. The goal is we're probably a little bit overstaffed in some areas, but also it's hard to say because right now again their expectation is 6.5 FTEs and that's two clinicians, two case managers for 100 clients. Most of the teams right now have between four and five clinicians, three to four case managers. We have a peer or two. Speaker 4 00:24:22 For each team, um, and then there's a few housing specialists like two housing specialists, Speaker 2 00:24:28 One employment specialist. Our teams consist of. That's. Speaker 4 00:24:39 What the goal is to serve. So the goal is to have one housing specialist. Specialist per team. The goal is to have two employment specialists to work across each one for each entity, basically. And then have start with three SED specialists. We don't have any technically right now, But we have some that are certified and that we think can transition into that role. But the goal was to do three and then see if we needed more. Um. Speaker 4 00:25:21 Most of the staff are we're pretty full with staff. Speaker 2 00:25:26 Yeah, would you say that we're pretty like five percent full? You. Speaker 4 00:25:35 Said, are we eighty- five percent full? No, I would say we're ninety- two percent. Speaker 5 00:25:46 Like ninety- two. Yeah. Speaker 2 00:26:25 Yes. Uh, Speaker 4 00:26:30 We have we have um We have ten peers. I mean, six are regular, four are certified, but that's a true number. I think that's right. Speaker 2 00:26:43 That's right So it's really just you know It's Just these at the end. Speaker 4 00:26:49 Yeah, 'cause these are the more specialized programs, Which my guess would be, we would probably transform existing staff case managers into some of these roles. Uh-huh. So it'd just be a matter of hiring other case managers, if we need to do that. We have some staff that are. Depends on where we are, Dr. Roberts. Depends on how much we're billing, how much you know what our trending is. Speaker 4 00:27:24 Well, yeah, Because they're going to have to be trained and they're going to have to follow the whole methodology. Speaker 2 00:27:40 No. So I see this. Speaker 2 00:27:49 I remember when you do deep dive to staff services, most of the clients that. Speaker 4 00:28:25 So This is what I did. I looked at the doctor time for. So this is for July to May of 2026, so it doesn't include June. But these are the numbers for the percentages based on programs. So, 80% of the clients that Barrett saw were FSP. 13% outpatient and then so on. Here's Beagle. So Beagle does 60% outpatient, 31% FSP. Blair does about half and half. Brown's mixed across the continuum. Davis does about half outpatient and then the rest across the continuum, and Rivera does about half. Speaker 4 00:29:15 FSP, she also does twenty five percent of the HSSP. Speaker 2 00:29:19 I was going to say she does a fair amount of HSSP. Speaker 4 00:29:22 So Ms Brown, he does seventy six percent. So if you look at the total number of visits, twenty two hundred and ten visits were outpatient, twenty eight hundred were FSP. So if we look at the total FSP is, Technically, being seen more there's more visits in totality. Speaker 2 00:29:50 Than outpatient. Speaker 4 00:29:58 That's Different. Well, yeah, because it was different before. So for sureum that's the case I think for BAFMA. Speaker 4 00:30:15 I wanted still that outpatient is seen more than FSP. There's more visits for outpatient clients than FSP clients. So this is for BAFMA, I'm saying, I'm showing you BAFMA now. BAFMA is So here's the breakdown. So they did 642 visits for OCS and 529 for FSP. Speaker 4 00:31:00 So As I'm saying, like if you look at average daily billing, 5. 1 for Truvio, but it's only 3. 1. Speaker 4 00:31:43 Or OCS? No. Speaker 2 00:31:50 I don't think we've hired anybody. I don't know if we had a formal stop, but I think anytime somebody loses somebody, asks, we're like, No. She gets she's. Speaker 6 00:32:05 Yeah. We have to replace it. Speaker 2 00:32:07 With yeah maybe not. I mean, I just mean. Speaker 6 00:32:17 Well, yeah, because if we go back the PM and Letitia, I think was the last person who's relieving from OCS. And then Yvonne Henderson is assisting, but she's also splitting her time with CalPERS between those two positions. Good, but she didn't hire any new people. Okay. Speaker 4 00:32:35 This is OCS projections. So I have them going over, and this is pretty much their staffing right now. Is this, So this is pretty accurate in terms of if they bill five hours, they're going to go over by like two. Speaker 4 00:33:01 And They'll still go over if they don't. So, there'll be one that we'll have to watch and see what we're going to do. Speaker 4 00:33:18 High fidelity wrap is going to, you know, With their current staffing and the allocation of dollars because they're at the four point nine million MCA. This is including medical and non-medical, obviously, but um they'll actually be a little bit under based on their historical averages, because you know their their billing is a little bit different. Some of the like the clinicians had a billing specific billing expectation per day. They all had different, It wasn't quite. Speaker 2 00:33:49 Yeah, definitely. Speaker 4 00:33:51 So, if they build at their current rate where they are with the existing staff. And you know, the doctor time is not very much. It's only nurse practitioner time that's being allocated um they will be under. But again, this is only based on fee for service, and it's also not including the staffing pattern with adding additional people. I think they have to have like a substance use specialist. It has to have like some other peer, whatever person. I could use peer. Yeah, there's going to be a. Speaker 2 00:34:26 Couple other additional staff. So we need to add. Speaker 4 00:34:31 Yeah, we probably are eventually going to do it, But because we don't know what the rates are going to be like for high fidelity wraparound services today. Speaker 2 00:34:41 That's right. That's right. We submitted our study. Speaker 4 00:34:47 We submitted the certification to be certified, but yes, uh- huh. I don't think it was little. I think it was pretty big. Speaker 5 00:34:56 It was our mighty manual. Speaker 4 00:34:58 It was our mighty manual. Speaker 5 00:34:59 I was being. Speaker 4 00:35:01 I know you're being funny. I got it. Pretty substantial. I uh yeah, I caught that something AB 109 is um what their current staffing because they have six point five staff. Um plus a little bit of doctor time and nurse time, they're going to go over. They're trending to go over. Okay. With five hours HSSP will also be the same with their current staffing. This like and HSSP is different because right now, this is like, basically 14, no 12. What is that 13 staff? So they're right at the like 6.5 per team. Speaker 4 00:35:46 Expectation and they're already going to go over 1. 5 million and the child and youth well-being is going to go over based on their current staffing about$ 800, 000 if they all bill 100%. Speaker 2 00:36:09 Yes, our works will be even a little bit over. We have two staff one. Speaker 4 00:36:15 One full- time clinician, one full case manager. And then Matt is going to go over too. Speaker 4 00:36:31 Yeah, I think I think we can monitor pace ourselves and when it makes sense to do it, you know, Because we don't know what this what it's going to be like if we're going to be able to ask for more money. Speaker 4 00:36:49 Yeah, I know agencies that are less than that. So less is more. Well, we don't want to do that. So. Speaker 3 00:37:02 There's my projections. Just doing the rest of this. Speaker 4 00:37:11 My friend at the whole child she's doing their staff does like 3. 7. Speaker 4 00:37:30 But, You know, we also have some staff that tend to bill more than the average. Speaker 2 00:37:41 Yeah. Speaker 4 00:38:13 She sent it to you. We have, we have, yeah. Did it for all the staff? And then she broke one down for you for just the med staff. So we can can do that. Speaker 2 00:38:31 Robert, please go ahead. Okay Apollo and Christi I see both are on here. Apollo. Do you have any updates or things we need to discuss? Speaker 6 00:38:41 HR. You're muted. I mean, I know you sent out the PTO request, but anything else? Thank you for that. Speaker 7 00:38:51 Hold on one second. Sorry, I didn't hear you because I think I was uh, I was on uh hearing Doctor Barber's uh computer and then you went silent. I'm sorry Erin, what did you say? Speaker 6 00:39:02 Do, you have any updates that we need to discuss per HR that the team needs to know while everyone is on here, which is rare? So, Why you got us? Speaker 7 00:39:12 No, this is the first time I get invited. Um, so uh I don't have any updates. I don't know if you guys have any questions for me. Speaker 5 00:39:22 Uh when might we expect the employee handbook overall? Speaker 7 00:39:26 Yeah, It should drop uh probably uh next week when when Bridget comes back from vacation. So she can start sending it via DocuSign to all the employees. Speaker 6 00:39:40 And then I did have a question. While I was at HR today. Liz did have a question about the max hours accrued. I said I'm unsure you did put almost everything in there, but it didn't say, but I reassured her that everything is going in one bucket. And it's just like before, once you hit the max, you have to use it to keep accruing. So I'm not really sure what the disconnect was, but she may reach out and ask what is fine. Speaker 7 00:40:04 It's in the handbook. And I didn't put it in there because it sometimes. People don'tum causes confusion uh and so I didn't put it in there, but it's in the handbook. Speaker 6 00:40:16 I did tell her the handbook was dropping probably by the next pay period anyway. So it'll probably be in there and she can read that one. Perfect okay Christi IT updates that need to be discussed in here or questions that we need to assist with? Speaker 8 00:40:32 Not right nowum we're still updating. 2610 ADT. So I'm trying to get everyone into that. Both Robert and I are working on it, but that's the main thing that we're working on right now. Look for your computers to act faster in the next week or so. Speaker 6 00:40:57 Before you leave today, I'm going to come over and pull up ADT Pulse, so to make sure that I'm not doing anything wrong when I try to bring the places. Just so, we can see. I can't arm it clearly because we're all here, but yeah. Speaker 8 00:41:10 Um, so just a heads up, you're welcome to come over here, butum it is an hour drive because I'm in Pasadena. Speaker 6 00:41:19 Oh, I thought you were here. Just kidding. I will see you tomorrow. Speaker 8 00:41:22 I will see you tomorrow. Speaker 6 00:41:23 Not driving to Pasadena. Speaker 8 00:41:24 Okay perfect Thank you No worries. I want to be there today because it's a much better drive. Speaker 6 00:41:29 But i will see no worries, okay, thanks. Robin, any QA updates or questions? Speaker 9 00:41:41 Other than what we briefly spoke about, And we can connect with Alida maybe within the next week and a half after you return, after I return about the Medicare issue and following up with our clinicians. Speaker 6 00:41:57 And I will check. We'll check. I'll try to check the email today and see if I see anything. So we can get started on that to give you access. Speaker 6 00:42:07 I think that's about it. Okay, thanks, Crystal. Programs. Speaker 5 00:42:12 Nothing so far. I mean, besides what we've already talked about, FSP ICM is underway. We're waiting for high fidelity wraparound to be certified. There's a number of staffing issues going on here and there, but Apollo's been working with Enn and Robin on a lot of these matters. Even IT has assisted. We're probably going to put together a. Speaker 5 00:42:37 A meeting with the doctors and nurses soon, but Jennifer will work with Dr. Barber for that. We're still recruiting for program managers for FSP and AB 109, and the performance evaluations have started to come through. So Erin and I will be taking a look at that to get back to the director so that we're on target for our deadline. And other than that, those are like there's smaller things I have to talk to Dr. Barber about before I bring them here. Um, but nothing major happening at this point. We know Aaron for operations. We have been trying to roll out safety and like mentioned before, the CPI training, the crisis prevention intervention is underway for this month. At least one or two sessions. Robin, I do know that Juan has emailed the CPI to get the blended. Speaker 5 00:43:33 Training and how we send out the logins to everybody. So, we'll keep you guys updated on when we have our first batch of leadership that gets trained in it. Um, then I do I don't know anything. I know that Juan's trying to get a safety meeting committee together. You guys probably got that email from all the different sites. Um, I'm assuming we'll start running some drills and things of that nature. Speaker 6 00:43:58 Yeah, I'm having him update and take a look at our current uh layout, Plan for each of the sites to make sure they're accurate. So we can do that and then we'll schedule drills, probably not till August, August or September, we'll start scheduling fire drill or code drills, so we can get those on the books at least quarterly. Speaker 5 00:44:15 Yeah. Bear with this, I do appreciate Apollo and Christi you guys being on the call with this because, as you know, We try to streamline more things with programs and how we can get better at. How we work together, whether it's IT or um HR, We can come up with plans here and then help them get, you know flushed out. So I appreciate you guys coming today. Please keep coming and bringing what you guys need here too, and bear with programs and Jennifer because she's been doing a lot behind the scenes. And so I've told people do not bother her today. Let her focus on some stuff. Please don't though I know bring it to me and Aaron today. Speaker 4 00:44:56 Well, yeah, Speaking of that because I want to give updates Kashif or the rest of the team that we're we did update the payers in CareLogic. So I sent out a mass email to all the admin staff to go ahead and add payers for all the clients. And I'm updating all the procedure stuff. It's been tough because there's been so many other you know parts going on, but I'm working on it. So it may it may be more towards end of the month. I'm able to finish all the things, but we're we're making progress. So there's been little hiccups here and there, but dealing with them as they go. Speaker 6 00:45:36 Okay. To anybody? Does anybody have anything else? This is the longest meeting we've had in a while, guys. Yes. Yeah, that's torture. We'll see, you guys give everybody back a little bit of time on Tuesday next week. Hey Jennifer. Speaker 8 00:45:55 Yes. Can you give me a call on my cell phone? I got good news. It's good news. Uh, can you put it in the chat? Yes, I was like, wait, where's chat? I'm not used to Zoom. There you go. Uh, it's good news. I just want to give you a heads up about something with Pratt that you're going to love. Speaker 4 00:46:19 Okay Sounds good. All right. Thank you. I'll call you right now. Okay. All right, bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=9f2fc053-1daf-4d65-99fa-15f24593dd2a&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDA3MTUzNCJ9.CgoKBHNuaWQSAjY0EgsI2qzprpuAsT8QBRoMNDQuMjAwLjExNy4wKix1ckpSKzdUNG0rMjh2UFRDeGw1OG1UVUNnWGU5bjVWYnhseWd2UjYxRENrPTCaATgBQhCiJ06R8UAAAPYYrcyvbZ5YShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.omAjX4sCcc2Q2yrgkMbRSssvv1dQ1gA-MNstvph64Ds&ApiVersion=2.0	Processed▾	—	✓	Client Work▾	—	day-verified 2026-07-16 (7/14 = 9.58h)	—	—	—	✓
05-21 Lecture: Excel Basics - File Safety, Data Organization, and Formulas	Date Time: 2026-05-21 14:01:05 Location: [Insert Location]: Pasadena at the Fair Oaks office Instructor: [Insert Name]: Christi ## Summary This lecture, led by instructor Christi, provides a foundational overview of Microsoft Excel for employees from multiple companies, including Crimson, AbilityFirst, and SHARP. The primary goal is not to create experts in 60 minutes but to equip attendees with essential skills for file safety, data organization, time-saving calculations, and enhanced data visualization. The training covers a tour of the Excel interface, collaborative editing, and the importance of AutoSave with cloud storage options like OneDrive, SharePoint, and Google Drive. Christi explains methods for protecting sensitive documents, addresses HIPAA compliance concerning data storage, and demonstrates key functionalities such as filtering, sorting, freezing panes, and creating tables. A significant portion of the lecture is dedicated to creating and correcting formulas to calculate new data columns, like monthly salary, hourly rate, and a fully burdened rate, which is defined as the total cost of an employee. The session also covers functions like `AutoSum`, `COUNTA`, and `COUNTIF`, discusses practical applications of Excel for tasks like attendance and budget tracking, and introduces a new AI-powered chat tool for support. The lecture concludes by setting the stage for future, more advanced Excel courses. ## Knowledge Points ### 1. Training Introduction and Logistics - **Housekeeping and Participation**: The training includes employees from multiple companies, with example data from Crimson. The instructor, Christi, is presenting from the Pasadena Fair Oaks office. Attendees are encouraged to use Excel to practice along and interact via reactions and the hand-raising feature. - **Training Goals and Resources**: The 60-minute session aims to teach file safety, data organization, and basic calculations. A comprehensive reference guide will be sent afterward, and a post-training survey will gather use cases for future sessions. ### 2. Excel Environment and Navigation - **The Excel Interface**: The Excel ribbon contains key tabs (Home, Insert, etc.). A workbook is the entire file, containing multiple sheets, which are analogous to pages in a binder. The spreadsheet itself is a grid of columns (A, B, C...) and rows (1, 2, 3...), with each box called a "cell" (e.g., A3). - **Key Interface Components**: - **Name Box**: Located in the upper-left, it displays the name of the selected cell and allows for direct navigation. - **Formula Bar**: Displays the content of the selected cell, whether it's data or a formula. - **AutoSave Toggle**: Automatically saves changes when a file is stored in a compatible cloud location. - **Customizing Sheet Tabs**: Sheet tabs at the bottom can be color-coded for better organization by right-clicking the tab and selecting "Tab Color." ### 3. File Saving, Sharing, and Security - **AutoSave and Cloud Storage**: AutoSave works with SharePoint, Teams, and OneDrive, preventing data loss. It does not work with Google Drive. SHARP is expected to get AutoSave functionality before the end of 2026. - **HIPAA Compliance**: AbilityFirst employees must use SharePoint, Teams, or OneDrive and are forbidden from using personal Google Drives. SHARP employees can use the company's corporate, HIPAA-compliant Google Drive. - **Protecting Documents**: Sensitive documents can be protected using sensitivity labels or via File > Info > Protect Workbook to restrict access. - **File Sharing and Permissions**: The "Share" button creates a link with controllable permissions ("can edit," "can view," prevent download). Expiration dates (up to 30 days) are required for external sharing, and passwords are recommended for confidential information. - **Version History**: Excel keeps a history of previous versions for files with AutoSave enabled, allowing users to view or restore past edits. - **Real-Time Collaboration**: Multiple users can edit the same Excel file simultaneously when it is stored in a cloud location. Each user's cursor is color-coded for visibility. ### 4. Data Formatting, Sorting, and Filtering - **Creating Tables**: A data range can be converted into a formal Excel table by selecting it and pressing `Ctrl + T`. This unlocks features like advanced filtering and styling. Table designs can be customized. - **Freezing Panes**: To keep headers visible while scrolling, use the "Freeze Top Row" option under the "View" tab. - **Applying Colors**: Cell background and font colors can be changed to visually categorize or highlight data. - **Filtering and Sorting**: Tables have dropdown arrows in headers for filtering data by specific criteria (e.g., location, department) or sorting alphabetically. Data can also be sorted by cell color to group highlighted entries. ### 5. Formulas and Calculations - **Creating Formulas**: Formulas start with an equal sign (`=`). When working in a formatted table, a formula entered in one cell of a column will auto-fill for all other rows. - **Calculation Examples**: - **Monthly Salary**: `= [Annual Salary] / 12` - **Hourly Rate**: `= [Annual Salary] / 52 / 40` - **Fully Burdened Rate**: The total cost of an employee, including salary, benefits, and overhead. For Crimson, this is 22%, calculated by multiplying the hourly rate by this percentage and adding it back. - **Correcting Errors**: The instructor demonstrated that formula errors are easy to fix by clicking the cell, editing the formula in the formula bar, and the table will automatically update. - **AutoSum, COUNT, and COUNTA**: - **AutoSum**: Quickly calculates the total of a selected range of numbers. - **COUNT**: Counts cells in a range that contain numbers. - **COUNTA**: Counts non-empty cells in a range. The formula is `=COUNTA(range)`. - **COUNTIF Formula**: Counts cells that meet a specific criterion, such as `=COUNTIF(H:H, "completed")` to count all cells in column H containing the word "completed". - **Status Bar**: The bottom status bar in Excel can automatically show the sum, count, and average of selected cells. ### 6. Practical Applications and Support - **Common Excel Uses**: - **Attendance Tracking**: Using `COUNTIF` for a quick summary of attendance for compliance purposes. - **Expense and Budget Lists**: Managing finances and formulating budgets, as the instructor does for Sharp. - **Staff Lists and Inventories**: Tracking software licenses, costs, and employee certifications. - **AI Chat Support ("Georgie")**: - A new AI chat tool, nicknamed "Georgie," is available to help with Microsoft and Adobe products, including generating Excel formulas. - Users must respond to the bot to close a ticket; otherwise, it will escalate to a live technician. - **Access**: Available now for Ability First employees in Microsoft Teams via the "Help Desk" button. It will roll out to Sharp employees within a few weeks. ### 7. Training Agenda and Future Sessions - **Topics Covered**: The training included a tour of Excel, AutoSave, working with files in different cloud environments, data entry, formulas, and HIPAA reminders. - **Upcoming Advanced Classes**: More advanced Excel classes are planned for the coming weeks, with invitations to be sent out. A key topic will be referencing data from one spreadsheet in another. - **Instructor's Schedule**: Christi will see Sharp employees on May 27, 2026, and Ability First employees at Fair Oaks on May 26 and at Camp on May 28, 2026. Monday, May 25, 2026, is a holiday. ## Questions - [Insert Question/Confusion] ## Assignments - [ ] 1. Open Excel on your computer to follow along and practice during the training session. - [ ] 2. After the training, complete the survey that will be sent out to provide key Excel use cases. - [ ] 3. Practice creating tables, customizing their colors, and experimenting with filtering and sorting. - [ ] 4. Use the "Freeze Panes" feature to freeze the top row of a dataset. - [ ] 5. Practice creating basic formulas to calculate monthly salary and hourly rate from an annual salary figure. - [ ] 6. Watch for invitations to the upcoming advanced Excel classes. - [ ] 7. Ability First employees can practice using the "Help Desk" AI chat tool in Microsoft Teams. - [ ] 8. Sharp employees should look out for the rollout of the new AI chat support tool on their desktops.	May 21, 2026	Speaker 1 00:00:12 Hi everybody. Speaker 2 00:00:18 Sorry I was running a little bit behind. Let me send out some information real quick to people who had asked and I was running from another training session. So let me get everything spun over. And I do apologize for the lateness. The other one ran over because there was a lot of good questions at the end. So bear with me one second. Speaker 2 00:00:42 And, Let me send this out to all employees just to remind everybody of the training. And then while I'm doing that, I want you guys to open up Excel on your computers. We're going to be talking about a few things within Excel and I'd like you guys to practice with me. So bear with me one second. Speaker 2 00:01:09 If you would like to join, here is the link to be able to join right now. The meeting is starting at 2:00 p.m. which has already passed. I do understand, But feel free to jump in whenever and I will have a recording available for everyone to watch later on. All right, bear with me one more second. I'm sending out the email to all staff. Speaker 1 00:02:01 And we're going to give. Hi, I'm sorry, say that again. Speaker 2 00:02:07 Um, we are going to get started in a moment. I do know that there was a few people that wanted to join that didn't have the link, so I just resent that out. And then we're going to get through everything. Bear with me one second. And I am going to be sharing my screen. I just finished up AI training, so bear with me. Uh, We are going to go through Excel training and I just need to pull everything up and wait for the rest of the people to join that wanted to join. Speaker 2 00:02:54 Now Real quickly, I'm going to do uh, I'm going to make some housekeeping announcements. I want you guys to be aware of uh, the very first one isum, We actually, it's not just one company. We've got multiple companies in this training today. And, the reason why I want to bring that to your attention is most of this is going to be formatted and I'm going to be using Crimson data. But I decided, since there was quite a few people who've reached out to me personally and said, hey, I want to be a part of this training, or I need some Excel training, things like that. Speaker 2 00:03:30 I opted to go ahead and open this up for more than one company. So there's multiple companies in here. Uh, so if you see names that you're not familiar with, that is why. Um, So let me get Let me get this email sent out There's a few other people that wanted to get training, so bear with me. Speaker 2 00:04:02 Now, I'm going to be sharing out my screen. For those of you guys that are here, I am going to stay off camera because I am located in my office, but I do not have a camera for me to use right now because I let someone borrow it and have not gotten it back. So, I do apologize if you're with me on Friday trainings, You'll see Moose and Bree usually behind me on the bed, napping and I will leave my screen unblurred. So that you guys can see the. The glory, that is the kittens for those of you guys who know about the kittens um and but I do not have them with me today because I am in Pasadena at the Fair Oaks office. So I do apologize for any of you who came here to see the the kittens they are not here, and they're not kittens. They're actually full grown cats. Now, Moose is for for my uh my ability people. Moose is, uh he's becoming a monster. He's one year old, and he is. Speaker 2 00:04:58 Already at 17 pounds. So he's a giant kitten. And Bree, Bree's three years old. She's very much an adult cat. Her favorite thing to do is lay in the sunbeams. So, all right, I'm going to share my screen. I am bringing up my stuff for those of you out there who are just joining me. I do apologize. I was running late for my last meeting. We ran a little bit long. It was a training on AI and I am losing my voice after after so many meetings today. So bear with me. We are going to be going over some things within Microsoft Excel. In the meeting, You guys will see you've got reactions and chat and a few other things in here. My friend, Ms Facilitator is turned on, so she is going to actually throw in notes here in the meeting chat for you guys. If you have the notes option, you can go in here and see the meeting notes as we get started. Speaker 2 00:05:55 Now, I want to draw your attention to a couple of very specific items in here. Uh, raise your hand is right here. Don't forget to put it down when you're done or when I'm done. I do look for participation from everyone. So just be aware that I am going to ask you to raise your hand or I'm going to ask you to react : thumbs up, heart emoji, applause, laugh and then shock or surprise. Um so those are the ones we have in here. I want you guys to be aware that that is here For your viewing pleasure and for your use. Because I am, I like to get feedback in a meeting. So I will ask questions. I will say, hey Stephanie, Give me some use case examples or Keisha, tell me how you use Excel or I will randomly throw in a pop quiz. And if you guys were with me live in person, I would be throwing candy at you, but today we are not live in person. Okay now. Speaker 2 00:06:52 I want you guys to be aware. Hang on one second, making sure that that is not my child calling me. She's at school today. She's been texting me all day long about the latest gossip. So I want to be upfront about Excel. We're not going to turn you guys into spreadsheet experts in 60 minutes. That's not the goal. The goal is to make sure you walk out of this meeting or virtually walk out of this meeting, know how to keep your files safe How to organize data and how to do a couple calculations that's going to save you some time every week, if you do not know how. Now, I did put together a reference guide with everything we're coming covering today. I will be sending it out to everyone. It will be for my ability people, it's going to be in your Teams channel. For my sharp people, It's going to be sent to you after the session. So you don't have to take notes on everything. The guide is going to have it all written out step by step. Speaker 2 00:07:49 Okay, and if you want to, you can follow along. If you pull up some Excel documents that you're working on, um, you guys will be able to follow along. Okay? Does anyone have any questions so far? Speaker 2 00:08:09 All Right. No one has questions. That makes me both happy uh and enthusiastic that you guys are paying attention. So I'm smiling. I know you guys can't see me. Um, I am going to bring up my PowerPoint presentation. We we do have a PowerPoint presentation for you guys for the Excel training. So I am going to present some things from you guys. Um, I am going to bear with me screen is going slow. Speaker 2 00:08:42 Um, I am going to give you what we're going to cover. If we go over, you guys are welcome to hang out with me. Okay, I have no other meetings after this. All I have to do is drive home from Pasadena to uh, to El Segundo, which might take a minute. But you guys are my last meeting of the day. So uh we're going to cover quick tour of Excel. We're going to talk about autosave and OneDrive for those of you guys who utilize OneDrive. We're going to be talking about Teams and SharePoint files and Google Drive because all of that's going to be in here. We're going to talk about entering and organizing data. We're going to talk about formulas that help you. Uh, we're going to talk about how each of the companies use Excel. I did put ability in here, but just a heads up, you guys all use Excel pretty much the same way, okay? We're going to talk about helpful features. And because all of you guys are HIPAA. Speaker 2 00:09:37 We're going to talk about HIPAA reminders and key takeaways. Okay, so 60 minutes to go over all of this. We will have more advanced Excel courses because you guys are asking me for that. Okay, now on the Excel ribbon, I want you guys to know, uh, you've got a home and insert in a formula data and view. Um so we're going to go over those, and there's a couple key things auto save. For those of you guys who are using OneDrive, I do want my sharp people, My Bafma people to notate that little save because that will come in handy for you later in the year. So just be aware of that. Now I'm going to share some dummy data with you. Anybody want to guess what kind of person I am based off the data in this spreadsheet? Speaker 2 00:10:35 Lord of the Rings, some of you guys got it. I'm a big fantasy sci-fi person. Okay, I just got my child addicted to Lord of the Rings. Greatest achievement when she came to live with me, was getting her addicted to Lord of the Rings. Um, I'm also a Star Trek fan and a uh Star Wars fan, not as much Star Wars as I am Star Trek. So just a heads up in here, I've got two sheets we're going to work off of okay? So I've got employees and I got financials We're going to work through some of these. Now, what I want you guys to do is after this training session, I'm going to send you guys a survey and I want you to give me some key use cases that you guys have in Excel because that's going to help me with some things, okay? But I want to draw your attention to this document. So I have an employee ID, my first name, my oops! Where'd they go? Come back! All right. Speaker 2 00:11:32 All the data here for HR people. Okay, so you got job title, location, start date, annual salary. Got a couple of things we can do with this. Up here we've got the Home tab. We got Insert, Draw, Page Layout. We got a couple of really cool features up here that you guys can utilize when you're working through things. But we also got some shortcuts we're going to go over okay? Now when I'm in here I want to talk about saving the document, So I've got auto save on and I've got auto save on because I am saving it in my OneDrive. But I'm going to save a copy right now. And I want to show you guys about saving copies. Now for Ability people, autosave only works if you're saving in SharePoint, Teams or OneDrive. So be aware of that. Um for my Sharp people, I don't know if it's going to work in Google Drive, but we're going to try it because. Speaker 2 00:12:29 My SHARP people are Google Drive. AbilityFirst people, You are not allowed to save things into Google Drive because there is not an AbilityFirst Google Drive that is covered under HIPAA. So if someone's using Google Drive, you're using a personal Google Drive, you cannot use it because it is not covered under HIPAA. I want to be very, very clear about that. For my SHARP people, You guys are allowed to use Google because it is SHARP's google and SHARP's google is covered under HIPAA. Okay, so let's be very clear. And for all my other clients, all the rest of you guys are on OneDrive. I do that know that because I do know who I've all have on this meeting. For some of my clients that use Box, we do have that ability in here. But I'm going to save this document into my Google Drive for Sharpe. So bear with me, I'm going to click on This PC, I'm going to click on Google Drive. Here's My Drive, I'm going to click on that and I'm going to save it right here. Speaker 2 00:13:29 And there we go. Now it is saved. Now, autosave did turn off. It only works in OneDrive and SharePoint, so just be aware of that. I am going to go back to OneDrive with this. It's going to save a copy in OneDrive, So just be aware about the autosave in here as well for you guys, if you use sensitivity labels. One of my clients does use sensitivity labels, Um, you I don't have it turned on for this one, but you can use sensitivity labels for things that are sensitive. Is this document sensitive? Raise your hand if you think this document is considered sensitive. Speaker 1 00:14:17 Carissa says yes. Speaker 2 00:14:21 Stephanie says yes. Pratt says yes. Speaker 2 00:14:26 All right, good. Liz says yes. All right, um, Prat, tell me why this document is sensitive. So this uh, this employee table has annual salary for the employees, which is uh, which is uh sensitive. Uh in terms of data. Yes ma'am. Uh Prat is one of my favorite people she works with me Under one of my clients, she does databases and stuff like that. So she gets it. She knows me. So yes, it contains employee data so it's sensitive. It also contains financial data which means it's sensitive. If you do not have sensitivity labels, you have another way of protecting documents. So I'm going to click on the file and I'm going to go to Info and I'm going to go to Protect This Workbook and I'm going to say Restrict Access. Speaker 2 00:15:18 I'm going to label it as highly confidential for all employees. Okay. I can keep track and revoke content if you guys make changes to it. So I'm going to go back here, I'm going to say it's protected. Auto save is turned off, so just be aware. I'm going to click here, I can view permissions and what people have access to, and I can actually change my permissions later on. We're not going to get into that today, that's more of an advanced Excel option. Okay, so I want you guys to be aware of that. Um, now I'm going to go through some basic stuff with Excel. Right here this grid is pretty important. You have columns and columns are labeled A B C D all the way through the double A double Z. Okay? And then you've got rows running top to bottom and these are numbered. Now how many of you guys actually play chess? Speaker 2 00:16:16 Throw up some heart reactions. Okay. Damon and Jennifer play. Good. Awesome. So, You know how on a chessboard, each of the grids on a chessboard is numbered or has a name? Well, each of these have a name as well. So this one right here that I just clicked on is labeled A3, And that's the name. That's the cell's name. So anywhere that I click on is a cell, and it has a name. So this one is K14. If I want to go to a certain cell and I just don't want to scroll, so let's say I want to go to H25, I type it up here. Bear with me, my keyboard is on strike today. So H23, I can type that in there, press Enter. Speaker 2 00:17:14 And my cursor automatically goes to that location. Okay, so be aware of that. That's actually a cool feature, if you have a lot of data and you want to go to maybe F 360. That makes it a little bit easier. So this called a name box and this called a formula bar. Now, the formula bar will either contain the actual data that's listed in that cell or it's going to contain um, a formula And I'll show you guys what that formula looks like in a moment. So, this is the three things I want you to notice before we get into the real world work. You've got your autosave up here, you've got your name right here, the name box, and then you have your formula bar. Okay? So whatever's stored in your selected cell is going to show up here, and we're going to get into that a little bit in a moment. Speaker 2 00:18:12 We've gone over autosave, so you guys have that. You can get to it in two locations, and it depends on where you're saving it to. For my Sharp people, you guys will get autosave soon before the end of the year. Okay? I promise you guys that. All right now that you guys have the basic, I want to talk about version history. When you have version history, especially when autosave is on, you can go into version history and you can see all the edits. Now because we just saved this in a new location, we only have one. Okay? So real quickly, I am going to share this document, but I got to save it in a location. I can do that and I've got to take off the uh the content on here. So let me go back to restrict access. Speaker 2 00:19:08 And let's say unrestricted access, which was already back on. Oh wait, I'm on the current version. Hang on. Don't save. All right, let's go back to the original. Okay, I am going to go back here. It opened up a new one for me. I'm going to go to info. I am going to turn it onto unrestricted and I want to remove permissions. Okay? I'm going to click on the share button up here and I'm going to tell it copy the link. Now, I want you guys to be aware of something when you copy a link. A couple of things will happen here. Um, I can go in and view settings. Right now I have anyone with the link can edit. I'm going to click on settings and I can make changes to it. So, I can choose to share it where people can edit, I can choose it to share it, where people can view it, but not make changes, and I can choose to share it but they cant download. This is for my OneDrive people so just quick heads up um. Speaker 2 00:20:05 I can also choose expiration date because I'm sharing it outside of the Crimson organization. I can't put it never expire. So just be aware that if you're sharing it externally, you have to expire after uh, I think up to 30 days. And then you can choose to set a password if it's confidential information. So if I'm sending to Pratt Uh, Some documentation she needs to upload into SharePoint, and it's got client data in it. I'm going to want to choose to set a password, just in case it gets intercepted by a bad actor, which we would hope never would happen. But just in case I want to be extra careful. Okay, So I'm going to go ahead and put this link in here so that you guys can see it in the chat. Um And then it's right there. Speaker 2 00:21:00 And then you guys can actually open it up because I have it shared. If you open it up, I'm going to see all the people who jump in. All right. Ah, got a bunch of people jumped in. Everybody who jumps in, you can see that if they click on a cell, it's going to change colors. Now guest contributors are all getting the same color. But if somebody was in here, that was logged into Crimson, I could see that as well. Okay, and if you guys make changes, which I'm going to ask you not to make changes just yet, I will see it in the version history. So now we got a lot of people jumping in. This is one of my favorite things to do because you can share files and work on it at the same time. You can do the same in Google as well, where you guys can share and make changes all at the same time. So be aware that it's actually a very useful feature if I'm in here and I send to. Speaker 2 00:21:58 Alma, a document that she and I are working on from the HR perspective, and we're looking at employees in a document just like this. I can see her going in and make changes. We could be on the phone, making changes to the document at the same time and meeting about it. It's a great useful tool. I was doing that in an earlier meeting today with another client. I had a Word document, I sent it to them, they had it opened up, we were making changes. So be aware of that. Um, Now, let's get into the actual spreadsheet. So this is a spreadsheet. You've got sheets. This entire file is called a workbook, and then you have different sheets in a workbook. Think of it as a binder. For those of you guys who are as old as I am, you guys went to school, you had binders. I had a Trapper Keeper. That's how old I am. And, you had papers that you put into the Trapper Keeper and folders and things like that. Basically think of Excel just like that. Speaker 2 00:22:55 Okay. Think of it as each of these sheets are pages in that chaperone. I had an Anne Frank one, so it was very colorful. All my folders in high school were color coded according to Anne Frank. I had unicorns, okay? There's a story about me that you guys did not need to know, but everything was color coded. I can color code my sheets down here just like my Anne Frank one. So financials, I can make that blue Go to tab, change that to blue. That's my favorite color, blue. I can go to employees and I can make that purple. Okay, I can make that pinkish purple. And there we go. So now employees are purple. I can color code this just like I did my Anne Frank chocolate keeper. All right? So this is my spreadsheet. Now the other thing I can do. Slight confession here, I was a very artistic child in high school so i would. Speaker 2 00:23:53 Color code the edges of my pages with a highlighter. I don't know if any of you guys ever did that, but for my notes in chemistry, I would color code my pages. Kinda like you would do with different color index cards, I would do it with my pages. So, I'm gonna do that and I'm gonna make a table. Now table even though this is a sheet it's not a table yet. So, I'm gonna format this as a table. There's a lot of useful things I can do with that. So i'm going to highlight my table what i want included in the table. I can take my mouse and I can drag it down and highlight all of this, or I can highlight each column. And basically, I'm just clicking on column A and I'm dragging all the way over to H. And so what I'm going to do is I'm going to hit, I'm going to hold down the control key on my keyboard and I'm going to hit the T as in Tom, and I'm going to bring up a create table page. And here's the data. Now, I am also going to tell it. My table does have headers because that first. Speaker 2 00:24:51 First row here, that row one is all the headers. So I'm going to tell it that it does have tape headers and I'm going to say okay. Now it's made it blue. Only problem is, is this is a pinkish purple page. So I'm going to change my colors because I don't like that. I'm going to go to table design and I am going to match my page. Now, I kind of like when it does alternating, So I'm going to go down here. I'm going to choose. Yeah, don't like this one. Maybe. Ooh, I like this. I like the grays. Okay, so now I have the purple heading and I have the grays, so I can color code it. Now, that's not the most impressive thing about a table, but you can design it out for financials, I'm going to do the exact same thing. I'm going to go up here. I'm going to go over highlight each of the columns. I'm going to hold down the control. Speaker 2 00:25:49 Or I'm going to go up here to this ribbon. I'm going to say format as a table. I'm going to hit the down arrow and I can choose colors again based on this one. Now that same box is going to come up. My table does have headers and I'm going to say okay, and so now this one's color coded as well, okay? So I've got employees and I've got financials. Now, what if I have a lot of data here and I want to find? Everyone who worked at a location. Let's do Starfleet Headquarters. Someone hit that dropdown and I can filter based on where we're going. So I'm going to uncheck this box and Starfleet Headquarters, I'm going to click this and let's see, okay. And I'm going to say see everyone because I've got multiple people in here. Now, James Kirk, he works at headquarters. I have Mr McCoy and Jean-Luc Picard. Speaker 2 00:26:44 All right, so great. I've got my HR director, my VP of operations and my chief operating officer. So I now see who's all at headquarters. I can hit this down button again, and I can clear that. And now I can see everybody all over again. So those are your couple of things you have on here. So just a heads up, um, I like doing alternating colors, just because it makes it easier for me to look at. I have days where I spent eight nine hours on the same Worksheet in Excel and I'm going through thousands of rows of data. This makes it easier for me to see. So, um, any questions so far about what we have? Now Liz and Jennifer, your hands are raised. I don't know if you guys still have questions or if you guys were participating in the earlier questions. So feel free to lower your hands if you still don't have questions. Speaker 2 00:27:48 Okay. Um, one, how did I highlight the tab? Okay, so Jennifer, great question. I am going to go down here to the tab and I'm going to right, click on it and I'm going to go to tap color. And that's how I do it. I just choose my colors. Great question. Now, One thing I like to do is when I'm in a spreadsheet and I scroll, you guys notice my headers are kind of up here. But what if I want my pretty headers? What I'm going to do now is I'm going to scroll all the way back up and I'm going to highlight my table. I'm going to go over here and I want to keep this top row here as a scroll. It's pretty purple. So, I'm going to go to my view tab, and i am going to go to freeze panes, which is right here. Speaker 2 00:28:44 And I'm going to tell it to freeze the top row. So now when I scroll, my pretty colored headings are still at the top. Okay? It's one of my most useful features, especially when I got a lot of data. And that's just a quality of life feature that I love. Okay? So even if I have 300 rows, my headers are going to stay right there. Okay? And then I showed you guys sort and filter. That's Honestly, one of my favorite ones. Oh, how did I tell it to freeze the top row? Okay. So I'm going to highlight my columns again. I'm going to go to View and then I'm going to go over here to Freeze Panes and I'm going to choose Freeze Top Row. You also have the option to freeze first column. So if you got a lot of data that goes to the right, you can freeze um the first column as well so. Speaker 2 00:29:42 Okay. Now, I filtered location for you guys, but what if I want to filter department? Exact same thing. I'm going to click that down arrow and I can filter by department. What if I need a quick and dirty way to see something? And I want to see everybody that is in Human Resources. So, I'm going to say okay, I'm going to click on Human Resources and now i've got two people. I've got an HR director at Starfleet headquarters and i've got an HR manager. Speaker 2 00:30:13 And, what I want to do is I just want to highlight these two and I'm going to put their names in a different color just because I want a quick refer. So, I'm going to go here and we'll make it purple and I'm going to say, put them in purple. Now, I can't see the words. So i'm going to go into my A right here, and i'm going to say put them in white. And that way, i can see it much better. So now I can see them, they're in purple. I am going to clear my filters and then I'm going to look for another department in here. I'm going to hit the down arrow and I want to look for everybody who's in operations. And I'm going to make them blue. So, I have Sam Wise, Gandalf and William Reichardt. So, I'm going to do that same thing but this time, I'm going to make them green. Speaker 2 00:31:08 For operations. I'm going to do the darker green again, and I'm going to change all the way to white. So their words are in white, and I have that there. Now I'm going to clear this. So now, I have a couple different colors in my spreadsheet. Okay? That way, I can easily find some things. But wait! I need to sort these in a certain order. So I want to sort them by the departments that I highlighted. What I'm going to do is I'm going to go to Sort by Color and I'm going to say Sort by Color and I want operations to be at the top. So I'm going to hit the green and all my stuff sorts. Oh, it did not sort my HR but you know, I think i also want my HR to be sorted, so i'm going to go here, and i'm going choose purple. Oh. Speaker 2 00:32:01 Okay, I like this. So now my purple's at top, my green's underneath and everybody else is under that. But you know what? Probably wasn't the best way to sort. So I'm just going to sort the department totally. And here we go. Now I can see it. Okay, so you've got a couple different things you can do here. Any questions about sorting? Speaker 2 00:32:31 All right. We're about to get into the most used part of the class. As far as what everybody likes to see is formulas. Now, A couple of you guys have said to me in different trainings that formulas scare you. They scared me. I'm going to give you guys a couple different options on ways you can utilize formulas. So in here, I need to find out people's annual-- oops, sorry. People's annual salaries, And I want to break it down to their monthly salary because I've got people that are in locations that they go more by monthly salary than they do annual salary. And and that does happen. Okay, so I do say this from experience. I do know that uh Crimson has uh employees from all over the world, and certain countries actually don't do annual salaries, they do monthly. So I'm going to break this down so I have it. Speaker 2 00:33:30 And I want to break down, and I'm going to put in here monthly salary. Oops, I can't spell today. And I'm just going to type that in and press enter. Now it's going to create me another column in that table. So it's going to put the monthly salary and the heading, and I have this other, it's going to do that automatically because it's in the table format. And I want this To figure my monthly salary. Okay, So what I'm going to do is I'm going to click in this top row and I'm going to type into the formula bar. And I'm going to type the equal sign to say, I want this to be a formula. And then I wanted to take the annual salary, which is it's going to be H2 because that's the name of the cell. But I'm going to click on it, and it's gonna pull up H2. And it's gonna put that in here. And then I'm gonna divide that. Speaker 2 00:34:27 By putting the the slash key by 12 to get their monthly salary. So anytime you want to get someone's salary, you take the annual salary, you divide it by 12. So that's what I'm doing here. I'm taking the annual salary and divided by 12. I'm going to press enter. Now, it's going to take a minute for some reason. It's my tape. My computer is a little slow right now. So what it did I don't know if you guys saw this, but when I pressed enter it autofilled all the way down. And did the same formula for everybody, because it knows that's what it wants you to do. Okay, so now I have monthly salary. Now I need to figure out hourly cost. Okay, So I'm going to go over here and I've got monthly in there and now I'm going to do hourly rate. Okay, I'm going to get into a little HR weeds because I know I have Alma in here and she loves HR. So, got hourly rate, built out my column um. Speaker 2 00:35:25 I am going to configure my hourly rate. Now, I do mine interesting. I don't know if this is how everybody else does it, But I'm going to say, equal and I am going to say monthly salary and I'm going to divide that by 52 for 52 weeks in a year. Okay? And that gets me my weekly salary. And then I'm gonna divide that by 40. But before I do that, I'm gonna go back to my high school math, and i'm gonna put my monthly salary. In parentheses because I want to figure that first. Okay. So I want it to figure my monthly salary by 52 to get my weekly and then I'm going to divide that by 40. And I'm going to press enter and it's going to autofill. Okay, oh, wait I messed up because I did monthly salary. Okay, well, I need to fix this. Now this was intentional guys. Speaker 2 00:36:20 Um, I know some of you guys were looking at this like, what is she doing? She's talking annual by monthly. Yeah, no. So I figure out this is wrong and I want you guys to be aware, here's how easy it is to fix formulas. You highlight the wrong cell. You could thank you Alma um, I'm going to do and I'm going to choose another cell because that was not the right cell. So I'm going to highlight that and I'm going to click an annual salary. So now let's change out annual salary and I'm going to press enter. Now I have hourly and guess what happened? It filtered down. Okay, so mini math lesson for you guys, Put things in parentheses, if you want it to calculate that first before you do the second one. And I want Elmo's correct. I do usually do the 2080 divided by 2080, but I want you guys to see a little bit of. Speaker 2 00:37:16 Extra math in this. And if you're not a math fan, I completely understand. So, uh and if you ever need help with that in the future, please call me, email me, email the help desk. They will help you with it as well. Uh and I'm going to show you guys something about formulas in a moment that's going to be extra. Anyway, I have hourly rate here and because I work in HR and I'm working on budgets, maybe I work in the IT department and I'm working on my budgets for my IT. I'm going to make one more. And you don't, if you guys don't know what this is, don't worry about it. But it's just an extra calculation we're going to do. We're going to keep doing calculations just for you guys to see. So I typed in fully burdened, I press enter. My Excel is going slow because I've been keeping it busy today. My fully burdened rate for my company is 22%. So I am just going to type the equal sign to start my calculation. Speaker 2 00:38:15 I'm going to click on the cell and I'm going to tell it to times it by 22 %, which is a decimal place. And I'm going to add that and I'm going to do it one more time, press enter so it automatically fills. I didn't have to show you three formulas, But some of you guys have been asking me how to do formulas the easy way. And so I just wanted to show it to you guys multiple ways. So, so I have my fully burdened rate, Nope, wait. I'm wrong. Hang on. I messed that one up too. Alma's over here laughing at me, I know 'cause she's next door. All right, so fully burdened rate, setting that up properly this time. That calculation. All right, here's my fully burdened rate, everything looks good.Um great! Now I can figure out my budget for this year.Any questions? Speaker 2 00:39:11 You guys are the quietest class I've had all day. Fully burdened, Alma, do you want to explain fully burdened or you want me to explain it? I am going to butcher this explanation. Oh, you don't know. Okay, Fully burdened rate is the cost of an employee, including all the other stuff that we have. So for Crimson, our fully burdened rate is twenty two percent meaning that, We pay. I am going to use Liz. I am going to use you for my example. Let's say, I don't know Liz's salary, so please don't quote me as this being her salary. Let's say Liz's salary is ninety three thousand per year, okay? Um, I need to calculate what she is going to mean for my budget, including all the costs of hiring Liz. So, I hire Liz, she comes on board, I have to worry about. Speaker 2 00:40:09 Paying extra for her insurance. I have to worry about her Microsoft licenses or her Google licenses. I have to worry about 401k matching, all of that. So I have to calculate that as being her total percent. And so Crimson calls that fully burdened rate because of how we calculate other things, but that's all she costs me, okay? There's other factors and figures. I as a CIO, I actually provide this to my clients. I know most of my clients fully burden rate just because I have to calculate it for their budgets. So just be aware of that. Almas, is it called something else? I've always called it fully burdened. Is there another term for it? Speaker 1 00:41:01 She's going to answer me in a moment. Speaker 1 00:41:05 U m, Speaker 2 00:41:08 Okay, good I'm. Glad all right. So a couple other ones I want you guys to be aware of is I'm going to highlight this I'm gonna make a I'm gonna just kill that those row. Oh I'm gonna delete those because i i don't want all those zeros. Um i want to do my totals, so i'm going to do a total right here. I'm going to highlight this. I'm going to make it bold because this is going to be my totals. Okay, so totals. Now, my total for annual salary, what I'm going to do is I'm going to auto sum it. So I'm going to highlight the cell and I'm going to click on sum right here, and I want it to give me the total amount of all these items in here. Now when I do that, it moves us all the way across. Speaker 2 00:42:03 So for yearly annual salary, $2.8 thousand. Okay, monthly I'm paying 239 thousand. Uh hourly I'm paying for my company to work is 1.6 hundred. Now how many employees do I have? That's a good question. I actually can calculate this. So I am going to do a count right here so here's my count. Speaker 2 00:42:33 So I'm going to type equal and then I'm going to type the word count. And I've got a couple options I can choose from. So these can count the entries. Okay, now there's two counts, there's a regular count and a COUNTA. I use COUNTA all the time. What COUNTA does is it counts everyone that has a certain status, okay? I COUNTA right here, And all I'm going to ask it is everyone that has every cell that's in here. That's not empty. So my COUNTA, And I'm going to do it by first name or I can do it by employee number, one or the other. So I'm going to count A and I'm going to put a parentheses. And my value is going to be. Let me just do last name because I can see that. I'm gonna do last name. Speaker 2 00:43:31 Uh, let's see. Last name. Right here. All right, And so I hit down. And so on my count A value, it's C colon C to get that entire cell. Then I'm going to close parentheses Oh, I did something wrong here. Let me go back in it. My computer is acting slow, so bear with me. But I would do C colon C and I got to wait for my system to catch up with me So my count. Is going to be C, comma, C. And press Enter. And then I can see my count in just a random cell. Come on. All right, so that should give me my count as soon as I press Enter. Me? Speaker 2 00:44:24 I do apologize, guys. My computer has decided after today's many training sessions it's going to do that. Another formula while we're waiting on my computer to catch up to us, count tells me how many cells are in that range. CountA tells me how many cells are in there that aren't blank. So I do use CountA all the time. Now, we do know we have 24 employees on this list because it says 25 is where Mr S ecu rit y- - sorry, I'm about to sneeze-- Mr. Security Manager is, and we subtract one for the heading. That's how I can quick look and see. You can also use it to tell you how I can count a column and tell it to only give me the people who have a status of complete. So, I would show you guys, but my system is just being a little slow. All right? Speaker 2 00:45:22 I showed you guys the autosum, but also if I look down here, I'm waiting for it to finish calculating. But if I go down here, there's usually a status here sum of all the numbers in that column, my count and my average. So it'll automatically have it down here next to where it says display settings. Okay? Now that being said guys um. Speaker 2 00:45:48 I do want to start wrapping up. We did miss, we did skip over a few items that I normally show people. I do show Teams, however, Given that there's such a broad client base in this meeting that uses Google, Box and other things, I do want to make sure that you guys are aware. We did skip over the Teams. So it did cut some things a little bit short. And now my Excel is being well more ornery than my seventeen year old when she's hungry. We are going to have advanced Excel classes coming up, so that will be in a couple weeks. I will send out invitations, and let you guys all be a part of it. A couple of things that I want you guys to be aware of, you can use Excel for attendance tracking. Both clients in this meeting, both of my favorite clients that are in this meeting, that deals with HIPAA and compliance, attendance tracking is something that's useful for you guys. Speaker 2 00:46:47 So, if we are tracking attendance for classes and we have all our list of employees here, We can put a countif formula at the bottom of each one and tells us who is supposed to be there or tells us who's actually there, because I can say, I can put a status on one of these and put the status as attended. And I can see quickly and know how many people showed up. Okay. Expense and budget lists. I do a lot with expenses. I do a lot with budget list, and I can calculate based on that. I can do sum in the amount column to get a total. Sharp is working on budgets right now. That is something I use religiously. I pull my year-to-date to see where we're at on my budget, and then I formulate for my 2027 budget staff list and inventories, okay? Speaker 2 00:47:45 Um, I actually have a staff list for ability first. Who has what license within Adobe, Zoom and Microsoft? And I use that to have that. So I can see who has what and how much it costs. Okay, so that fully burdened rate I was talking about for you guys. Um, I do that based on a staff list. And I can sort by department and I can make, Charts based on that. And I do that all the time for Ability First Finance. I'll make a chart to show the average breakdown per department based on their Microsoft licenses, okay? For my staff within Crimson, which Pratt you sort of fall into that category. Pratt's not a Crimson employee, but she we have a dotted line to her for reporting reasons. If Pratt comes to me and says, hey, I got this certification in Microsoft. Speaker 2 00:48:40 I will put that on my spreadsheet. So I know how many people have a Microsoft certification. And I do have a spreadsheet for that. So you've got you've got a couple different options here. You've got a lot of different things that you can do. When we get to the advanced Excel classes, I'm actually going to show you how to reference one spreadsheet into another spreadsheet. And hopefully, my spreadsheets don't lock up on me. One last thing I want to talk about, which does not involve Excel is. Is to show you guys if you need help with different things within Microsoft. For those of you guys who use Teams, I'm going to show it to you right now. Now, for my Sharp people, you guys are getting the same tool in the coming weeks. It's going to be on your desktop. If you guys remember, you still have the button that for you to get help through IT. That button is going to point you in the direction of this little chat feature. Speaker 2 00:49:37 For my Ability First people, you already have it. And. One of the things that it does is it will help you with Excel formulas. It is a chat. You can't open tickets with it. So I want you guys to be aware, you can't actually open a ticket using this. However, One of the features we've never shown or we hardly advertise is how to chat and get help with things. So I'm going to say I have an Excel spreadsheet. Speaker 2 00:50:05 And I need a formula to calculate column C, or let's do column H for all cells that have completed in the cell. I need that count. And I'm going to press send. Now I'm going to wait a second because it's going to open a ticket, which is not a big deal. And my little bot, I keep calling him Georgie. He's going to tell me, hey, we got we got a thread here, and all I need to do is wait a few more moments, and he's going to come back with an answer for me, all right? So here is how to do it. And this one tells me to use count, if and count if I do use as well. So count if. Speaker 2 00:51:05 That column has the word completed and get and come back and tell me how many have it. Okay. So this going to count all the cells in column H that contain the word completed. Um now one thing too, please note that once you guys get this done, it's going to ask you would you like to try this yourself? Or would you prefer I escalate this to a technician for further help? This our AI bot. He's our AI minion. He's trying I'm going to say thank you. Speaker 2 00:51:35 This worked. And, what's going to happen is he's going to close out the ticket for me. If you don't close out the ticket, You are going to see your phone ring with a Crimson IT number attached to it, even if you work at Sharp, you're going to see that. And, one of my lovely favorite technicians on the help desk is going to call you back and ask if you still need help with your formula or they're going to email. So do make sure that if it worked, you tell Mr. Georgie here because if not he's gonna escalate it to a technician okay? Even if you clicked off this page after five minutes, Georgie here is going to say, Oh, they left me. Let me get a technician. Okay. So, just want you guys to remember that for Sharp employees that's coming in the next couple of weeks. We are finishing it up, and we will be sending it out. It's either going to work with a bigger red button or it's going to work with something else. I have yet to figure out the way I want to do it, and that's on me to figure out for my ability first people, it is in your Microsoft Teams and. Speaker 2 00:52:32 To get to it, You go into Microsoft Teams, and you click on the crimson logo right here that says Help Desk. That's how you get to it. Um, and I do know people are using it, so I do know it works. Um, just a heads up, it will I showed you Excel on here. It will answer other questions for you within Microsoft and Adobe. So just a quick heads up on that. Um You will be able to ask it multiple things unless they close ticket, All right? Speaker 2 00:53:03 Any other questions you guys have, I am going to be sending out some documents. So I want to know if you have questions, ask them now so I can include them in the document. Speaker 1 00:53:19 Anybody? Okay, Speaker 2 00:53:28 You guys have been amazing for my sharp people at, Uh, 2610. I will see you guys on Wednesday because Monday is a holiday. I will not be in the office on Monday. I will be sitting in the hammock with Brie and Moose, uh enjoying a my stack of books I've not read yet that has come. Um for those of you at Ability First, I will see you on Tuesday at Fair Oaks or if you're at Camp, I will see you on Thursday because I got to drive up to Camp on Thursday. You guys are amazing and. Speaker 1 00:53:59 Thank you very much for joining us. Have a great weekend.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=410d9df6-91c4-464f-bdc3-43eba9188678&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3OTQwNTI2MiJ9.CgoKBHNuaWQSAjY0EgsIwJOahYvkmz8QBRoLMy4yMzguMzMuOTcqLDNjengya0ZGSmpFaDhvdFhqSlcydUhKOGRGRERnSzBHZGVWYWp6Z2h1bGc9MJoBOAFCEKIV7Hd34AAQwobUhSpJLdpKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.C0bv6ASb1t4J9C3lX54PvY1yaklLIrBukE3Q7cFn9xU&ApiVersion=2.0	—▾	On-site visit with AbilityFirst employees at Camp on May 28, 2026Send comprehensive Excel reference guide to all attendees after trainingSend post-training survey to collect attendee Excel use cases for future session planning+4	✓	—▾	—	—	—	—	—	✓
05-08 Team Meeting: Microsoft 365 Adoption, Security Posture, and AI Platform Selection	## Meeting Information > Date: 2026-05-08 15:41:11 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 5] [Speaker 6] [Speaker 7] [Speaker 8] [Speaker 9] [Speaker 10] ## Meeting Notes - Topic Title: Using Microsoft Teams as a central hub (email, Planner, Help Desk) - Teams positioned as a “one-stop” location, including accessing email within Teams. - Planner introduced for task management; personal and project plans shared; an outdated plan needs deletion. - Help Desk chat in Teams demonstrated for ticketing and automated answers to Microsoft Office questions. - Example: A request for an Excel formula resulted in a ticket, a provided solution, and auto-closure upon confirmation. - Non-supported requests (e.g., Netflix password) escalate to a technician with updates continuing in chat. - Topic Title: Screen sharing interruption and recovery - A temporary visibility issue occurred due to an incoming call; the demonstration resumed afterward. - Topic Title: Scheduling meetings and using locations/resources - A lunch meeting with Alma for Tuesday at 12:00 PM was created, with Teams meeting disabled and physical location set to “Ability First,” aiming for the Fair Oaks office. - Resources like “Ability First boardroom” can be booked as listed resources; room/resource booking details to be verified. - Topic Title: Calendar categorization and color-coding practices - Extensive use of Outlook categories for calendar/email, with rules on what admins can move. - Demonstrated categorizing items (e.g., “Christy to respond” marked red; lunch marked personal). - Weekly routine: color-code Sundays around 6–8 PM; sometimes two weeks ahead. - Categories can be customized, favorited, and shared visibility enables coordination (admins can see colors). - Topic Title: Email and To Do integration with Planner - Email items can be turned into Planner tasks and appear in Microsoft To Do (used heavily on mobile). - Created a Planner task with due date, importance, and link to the message. - Mentioned pinning, translating messages, and building workflows for reminders and follow-ups. - Topic Title: Creating workflows and recurring reminders (Power Automate + Teams) - Built a scheduled reply workflow and demonstrated scheduling a message reply for a specific date/time. - Power Automate used to post a recurring weekly message (Fridays at 2:00 PM) to a group chat (“napping team”), including links. - Recurring messages can be sent to external channels/groups (e.g., onboarding team including Alma). - Topic Title: Sending messages when running late to meetings - Demonstrated posting a quick message in meeting chat to notify of running late. - Topic Title: Planner app pinning and visibility in Teams - Planner may disappear if not pinned; ensure Planner is pinned and app bar is customized. - Topic Title: Invitation to Upcoming Microsoft Trainings - Microsoft Teams and Microsoft Word trainings offered. - Current schedule referenced: 1:00 p.m. on Tuesdays and Thursdays next week for Word; invites to be sent; attendees will consider availability. - Topic Title: Handling Review Comments and Screen Sharing - Comments review suggested but time constrained; request to share the document with comments after the meeting. - Screen sharing remained with Speaker 6 due to display size considerations. - Topic Title: Microsoft Purview Activation and Licensing Context - Purview was not previously activated due to older license limitations; other tools (Avanan, Crimson Security) provided protections. - Baseline Purview will be turned on now that licenses include it; no extra cost mentioned. - Organization is not subject to strict PHI/HIPAA/DMH requirements; licensing upgrades are under consideration. - Topic Title: Blocked Authentication Attempts and Security Posture - Audit flagged 109 blocked authentication attempts against five Office accounts using old passwords found on the dark web. - All attempts denied; IPs blocked and monitored; no compromise detected. - Large organizations see far higher daily attempts; current controls effective. - Topic Title: VPN on Personal Devices and Response Procedures - Personal privacy VPNs (e.g., NordVPN) can mask IPs; security tools detect and monitor related targeting. - If a password is bypassed, the team will contact the user, enforce password changes, and reset MFA; routine procedure. - Topic Title: Choosing AI platforms (Copilot vs. Claude vs. ChatGPT) - Strengths: Copilot excels in Microsoft ecosystem, meeting notes/recaps, HIPAA-aligned use; Claude strong for building, automation, local document workflows; ChatGPT good for images and certain tasks. - Recommendation depends on use cases; Crimson uses all three; openness to multiple tools and further learning. - Copilot Facilitator can auto-capture meeting notes/recaps in Teams; demos shown of recap, AI summary, transcript, and video recap. - Topic Title: Security, privacy, and business accounts for AI tools - Emphasis on data security and training in privacy best practices. - Copilot does not share data; business accounts for ChatGPT and Claude can disable data sharing (turn off “Help improve”); Crimson defaults to sharing off. - Warning to avoid tools that auto-share data; “Grok” associated with Elon Musk noted as auto-sharing content and not allowing disable. - Topic Title: Practical demos: Using AI for invoices, contracts, and meeting workflows - Demonstrated Claude querying local folders (e.g., recent Verizon payments) and auto-filling a database from scanned invoices; similar setup for Ability First. - Copilot pulling meeting context and documents; cross-checking with Claude. - Everyday chat uses (general queries, summaries, images); suggested starting with chat interactions. - Topic Title: Training offerings and learning path - Crimson offers AI training, including “where to start” sessions; Speaker 1 leads most training; additional trainers (e.g., Monty). - Recommended YouTube resources and Speaker 1’s blog on “minions” automations to be shared. - Topic Title: Adoption approach and sequencing - Proposed process: implement Copilot first, complete Microsoft security/audit steps, then open Claude based on interest. - Licenses can be reassigned if users leave across Copilot, Claude, ChatGPT. - Topic Title: AI platform options and pricing (Copilot, ChatGPT, Claude) - Copilot: $24 per user/month (nonprofit pricing to be confirmed), one-year commitment, minimum 1 user; no month-to-month or trial. - Claude: $25 per user/month, minimum 5 users, month-to-month, usage-based overages; heavy users may need premium (~$100/user/month). - ChatGPT: $30 per user/month, minimum 2 users; standard plan typically sufficient. - Pricing differences small; commitment and usage model matter. Concern about broad access to multiple platforms increasing costs. - Leaning toward allowing choice among tools, potentially limited to one per user, with power users on multiple; not finalized. - Topic Title: Usage limits and overages for Claude - Token-based usage with session and weekly limits; heavy/complex/coding workloads can incur overages. - Example: heavy coding exhausted tokens in two days, resulting in $200–$250/month personal spend. - Cowork (agentic mode) can reduce token consumption for tasks like financial analysis and briefings; recent update increased effective token availability. - Topic Title: User profiles and current AI usage patterns - Survey indicates diverse roles and usage: senior program officer uses Claude, Gemini, ChatGPT, Canva, Adobe; others vary similarly. - Identification of power users vs. regular users; several strong candidates for Claude and Cowork for agentic automation. - Topic Title: Capability comparison—Copilot vs. Claude (and Cowork) - Copilot: native integration with Microsoft 365 (email, calendar, Teams, file shares), suitable for org-wide access and meeting notes; typical use within subscription limits. - Claude: reads local files and connects via connectors (Outlook, Gmail); requires configuration for Teams/SharePoint; token management needed; Cowork helps with efficient analyses. - Topic Title: Subscription commitment and cost-risk considerations - Copilot’s one-year lock-in is a commitment and adoption window; mixing platforms across staff adds complexity. - Need to balance access models (single vs. multiple tools per user) with budget and participation. - Topic Title: Tracking AI token usage and cost awareness - Token usage tracked under settings > usage; resets daily at 6 a.m.; monitor weekly and monthly usage to avoid limits. - Guidance compares management to cell phone data plans. - Topic Title: Microsoft licensing and eligibility for AI tools - Some accounts on Business Basic (email-only aliases) do not need AI and are not eligible for Copilot. - No plan to upgrade Basic accounts to E3/E5 for AI eligibility. - Speaker 1 upgraded to a newer E3 (+$5–$6/month) to run security reports; can roll back if not needed. - Topic Title: Data protection enhancements (Purview, sensitivity labels, DLP) - Enable baseline Microsoft Purview and auto/sensitivity labeling for client data via email (no-spend option). - Compliance add-on (~$240) offers higher-level DLP but is not necessary now. - Current security is strong; goal is adding data loss protections. - A matrix of options and recommendations to be sent next week. - Topic Title: Security monitoring practices - Security team monitors alerts and responds within five minutes during business hours; after-hours escalation via partner for serious issues. - Topic Title: Document review and next steps clarification - Speaker 6 will send a file with comments and the latest policy document. - Speaker 1 will reply to comments and provide answers by end of day Monday (2026-05-11). - Next steps include deciding on AI platform(s) and proceeding with DLP setup in the background. - Topic Title: Training schedule and logistics - Initial target date was May 15, but timeline moved. - Training tentatively slated for May 7 or May 18; multiple one-hour classes to accommodate availability. - Sessions via Teams or Zoom; potential recording discussed. - Speaker 1 blocked time slots and will share available times. - Coordination with staff meeting on Monday, May 11, 2026 (10:00–12:00): next steps, dates, and times to be sent before 9:00 a.m. Monday for review. ## Next Arrangements - Set up another Teams training session; share date/time with participants. - Send meeting invites for next week’s Microsoft Word sessions (1:00 p.m. Tuesdays and Thursdays) and clarify exact dates. - Participants to email training topic requests to Speaker 1’s Crimson email; share the exact address to avoid misdirected messages. - Investigate and resolve Planner pinning/visibility issue in Teams for Speaker 2; follow up with tech if needed. - Delete the outdated Planner plan referenced by Speaker 1; confirm ownership/permissions to allow deletion. - Confirm lunch meeting logistics for Tuesday 12:00 PM at Ability First, Fair Oaks office; verify room/resource booking details. - Share the document with comments to Speaker 1 after the meeting; Speaker 1 to respond by end of day Monday, May 11, 2026. - Activate baseline Microsoft Purview and begin enabling baseline DLP with sensitivity labels (no cost). - Evaluate licensing upgrade options for Microsoft services; clarify impacts if Copilot is selected, including eligibility and costs for non-Basic users. - Poll team members for preferred AI tool (Copilot vs. Claude vs. ChatGPT); identify power users who may need multiple tools and standard users who should pick one. - Decide initial number of Copilot users and proceed with a one-year subscription; confirm nonprofit pricing for Copilot. - Define criteria for heavy Claude users; consider premium plans where needed; document token usage policies and guidance to avoid overages; establish monitoring process. - Assess Microsoft 365 integration needs to determine Copilot’s value; document connector configuration standards for Claude (accounts to connect, key handling, local file sync). - Enable and use Copilot Facilitator to capture notes in the next meeting. - Share recommended YouTube resources and Speaker 1’s blog link; schedule Crimson “where to start” AI training session. - Establish a process/timeline for policy document distribution, acknowledgment/signature, and enforcement. - Decide on training session recording policy and distribution for staff who cannot attend live. - Establish a process for regularly sharing security audit summaries with stakeholders. - Confirm whether the compliance add-on (~$240) will be considered later; define triggers/thresholds for adopting it. - Ensure recurring Friday 2:00 PM workflow is posting to the correct chat with appropriate external user permissions; confirm membership. ## AI Suggestions > 1. Clarify the exact Crimson email address for training communications. > 2. Verify “Ability First” location and room/resource booking details for the lunch meeting. > 3. Ensure correct membership and permissions for recurring Friday messages, especially for external users. > 4. Determine ownership/permissions to delete the old Planner plan. > 5. Provide guidance on accessing and using the Help Desk chat in Teams. > 6. Confirm exact dates for next week’s Microsoft Word sessions to avoid scheduling confusion. > 7. Define the scope and timeline for evaluating and upgrading Microsoft licenses. > 8. Decide whether informational notifications are needed for the five accounts targeted in blocked authentication attempts; document communication policy. > 9. Establish a process for regularly sharing security audit summaries with stakeholders. > 10. Document guidelines on personal VPN usage and organizational recommendations or restrictions. > 11. Define criteria and timeline for selecting AI tools per department; audit user privacy settings across platforms. > 12. Outline role-based training objectives (accounting, tax, contracts) and schedule sessions. > 13. Map workflow integration plans (invoice automation, contract review) and required tools. > 14. Confirm the data-sharing risk tool name (“Grok”) and circulate an advisory to avoid it. > 15. Finalize policy on standardizing vs. allowing multiple AI tools per user; define licensing strategy for Claude seats and Copilot commitments. > 16. Establish token management guidelines for Claude (limits, monitoring, when to use Cowork). > 17. Document security and connector configuration standards for Claude (accounts, keys, local sync). > 18. Define an integration plan for Teams/SharePoint access via Claude vs. native Copilot capabilities. > 19. Assign decision owners and criteria for AI platform selection to avoid delays. > 20. Decide on training recording policy and distribution; set a timeline for policy document handling.	May 8, 2026	Speaker 1 00:00:01 And instead, it just. Picked up, they put you guys on hold. So I apologize for that. Um, from there I can also go into my email. So you have the option of making Teams your one call one stop. Location for all of your emails, so you can quickly go in here, take a look at your email, switch out. We use Planner here. Procurement Planner is a. I. Plan ner is a task list that you can use. So I've got some things in here pinned that we're working through, um, that I'm working on. I've got my tasks, my own personal plan. So here's my personal plans that I have. Um, we could. Sorry, Chris. Yeah, Speaker 2 00:00:42 Christy. It might just be me, but I think I I can't see your screen anymore. Speaker 1 00:00:46 Oh, I'm sorry. It was when uh I got received a call and I was yeah. Thank you. So I am in uh I am in planner right here. It's this little icon here. And you've got a couple different things in here. I need to delete this one. This one was made a while back. Well, it won't let me delete. But this one was made um on my last training with you guys on Microsoft. Teams. So, uh, but we can go in here. I I need to go in and actually delete it, but you can share out projects and I do like using Planner. And. Then the last thing I want to show you guys on this is Help Desk. Speaker 1 00:01:25 How many of you guys knew you could contact the help desk for tips? Speaker 1 00:01:36 Nobody. Okay. You guys can call the help desk from Teams. Contact so under help desk, uh right here you can go in here. There's a chat feature. You can say new chat. How, many of you guys use AI to figure out how to do something in Microsoft Office? Speaker 1 00:01:56 Okay. Alma does. Speaker 1 00:02:01 EBay Outs. Hey Jessica does. All right, So well, Speaker 4 00:02:07 I'm sorry, not in Microsoft Office just just I use chat GPT to look up stuff when I have questions. Speaker 1 00:02:14 Got you not a problem. So Crimson's chat does the same thing, I can say I need to set up a formula that's in Excel. Speaker 1 00:02:27 That subtracts. I can't spell. Sixty days. Or fifty. Let's just go with fifty because I can't type. Fifty days from two days. Current day, and I need it to automatically. Update daily. So now I've got that in. I'm going to hit send. Speaker 1 00:02:58 And it's going to open a ticket with the help desk. And so it says, I've created thread number, which is your ticket number. And then, if it knows the answer, it's going to give us the answer. So there it is. Here's how to set up the formula. Now, if this didn't work because I was looking for something more complicated, I could say no to the answer, does this resolve your issue? It's going to try to give you. The answer, but I'm going to say yes. I'm going to say yes, thank you. And the system will automatically close the ticket. So, we do have it in here where it will do simple answers for Microsoft Office and different things like that. So we do have that extended out. But you can also use it to open a ticket. So if I need to go in here, I'm going to open a new chat. I'm going to say. Speaker 1 00:03:54 I need someone to reset my, I mean, my Netflix password. And I'm going to open that up. And it's going to tell me, okay, I've created this ticket number for you. And from here, it's going to try to fix it. It's going to say, Oh wait, I don't have access to that system. Not a big deal, and it's going to push that ticket. And. Speaker 3 00:04:28 It's going to ask you a few questions. And. Speaker 1 00:04:43 It's gonna be yes, that's my email and it is a Netflix user. Speaker 1 00:04:52 And so now, because it knows it doesn't have access to Netflix, it's going to pass my information over to a tech. Okay. So at this point, because the ticket is open, I'm going to go back into chat. I'm gonna scroll all the way up. And now you should, when you do that, you'll see a chat. And so these are all the chats. And you can actually respond or if we respond to you, you'll see the updates right here. Speaker 1 00:05:23 So it acts like a responder. So we do have staff that monitor it. They don't answer pretty quickly on chat because honestly Not many people use chat just yet, so we don't have a separate team doing chat, but. We may do that in the future. We did try it for a while, But this will be um it's a good way for you guys to open tickets. Okay, you also have some other things in here. Some other apps that you can do approvals loop. I'm going to be teaching some classes on loop and a few other of those. But for now, I wanted to show you guys just a brief overview. One last thing I want to show you guys is how to set up a meeting request. So, Alma, how about we go to lunch on Tuesday? I really like those tacos you got me the other day. All right, so I'm going to go in here. Is 12 noon work for you? Speaker 1 00:06:20 Alright, so I'm gonna go in here, highlight that. I do have lunch because I don't ever take a lunch. Alma doesn't need to know that. She knows it already. She's worked with me a couple of days already. She's figured out I don't take lunches unless somebody forces me to go take a lunch. But I do block it out of my calendar intentionally because if I don't, people are going to schedule over it. So I am going to say tacos. And I'm going to invite requested and required attendees. Sometimes it gets a little funky. Speaker 1 00:06:51 And so let's see if it pulls it up. Ah, it's not doing it. Let's do. Is it a for us? Is that your email address? Okay. Speaker 4 00:07:10 Yes, A Perez. Speaker 1 00:07:11 Mhm. Okay, so let's see. Sometimes it remembers and sometimes it doesn't. And then what I'm going to do is I am not going to do Teams meeting. I'm going to turn that off and I'm going to do a location. I'm not going to do a room. I'm going to do a location, and I'm going to say Ability First. And I'm going to look for the Fair Oaks office. And I'm not going to do the Faro's border, because I know people are going to use that. But we're going to do it at ability first. And then taco lunch. Cause I really, those tacos were really good the other day. And so I am going to say. Speaker 1 00:07:48 Sent so hopefully it gets sent to her. Um, normally it tells me, "Hey, I found her. " And. So that's going to be listed there right here after my L 10 meeting. So, um, And so she will get that and she can approve or deny or request a different time change, different things like that. You as you guys saw, I could also pick the ability for a boardroom because we have it listed as a resource inside. And then, what do you guys notice about my calendar? Any of you guys can answer. Speaker 4 00:08:25 You have it color coded. Speaker 1 00:08:26 I have it color coded. One of my favorite things to do, and we're going to be training on this. In the outlook class, is I categorize everything. So I have a client here. I've got some time blocked out because they're supposed to give me some time back or some time for training, but they moved it. So I am going to delete this. for that block, and I'm going to delete this block because I no longer need them. I'm leaving this block and I'm leaving this block, and I've got some things going on here. So my I have a system. I have minions, my minions actually color code for me. But I'm going to show you guys what that looks like. So I'm going to right click on this, and I'm going to go to categorize. And here's all, I'm going to show you all my categories. I have a bunch. Because I color code everything. Okay, I'm going to say Christy to respond to this one, So I'm going to color code that red. So I remember to send out my update email for that. Speaker 1 00:09:17 Um, you guys see the ability first staff training, um because it's a client. You guys are my client. It's right here. Um, I actually have a few others. Um, so I've got my project management notes that I am doing for you guys. So I am going to categorize this one. This is for uh camp. And I'm going to go into all categories. And what I'm going to do, there's one intention line I need to use for this one. Speaker 3 00:09:50 The name of the town is derived from the river. Speaker 1 00:09:51 Oh, there it is. Ticketing.'Cause this is a ticketing option. So there's my ticket color. I do color code these every Sunday. It's usually around six to eight p. m. unless we're doing something. I sit down at my desk and I go over my my following week and get out my task list of all the things I have to do. And that's when I usually color code. And sometimes I'll color code in advance, sometimes I don't. Sometimes I'll color code for two weeks out. And as you guys can see, I haven't done that for next week yet. But I can go in here and I can color code based on what I have going on. So lunch, I have it listed as personal. You guys, it's free time. Cause my April, who is my admin or who was my admin, she got promoted recently. Um, She would go in and if she saw that it was categorized as free time, she knew that she had the ability only her. To move that around. Speaker 1 00:10:47 And schedule something over. She was the only one allowed to do it, so she would do that for me. But you guys can see I can go in here, I can say categorize this one's a personal. I'm gonna go to category, I'm gonna look for personal, and now that one's listed as personal. So you have that ability. In fact, if you go into Categorize and All Categories. Um, there is an option in Outlook to change the colors, but because I have a lot of them, I don't change colors. But, we will go over that a little bit more in detail on the Outlook training. Okay. Speaker 4 00:11:23 Yes, Mike. And also the the taco lunch that we're having, it's also reflecting and reflected in my Outlook. Speaker 1 00:11:30 And so you have the same colors. Yes, awesome. You can make your own categories. So just a heads up for all of you guys. You guys can go in here and say" new category," and you can pick your color. Speaker 1 00:11:47 And you can also favorite it. So, uh, just a quick heads up on that. I it's one of my favorite tools to use. Um April could always see my colors on her calendar. So when she would pull up my calendar, she would see it, and that way she knew if it was red, it was a do not move or something very similar. So she would know not to leave that one alone. So we had a very cool system set up. I also use that in my email, so. I if if you guys want to see. Hang on one second. Alright. So in my email, I use those same categories. So there is a task delegation. And it was something that I that had been forwarded to me. Um, my system alerts right here, so you see green. And sometimes you can put more than one category. Speaker 1 00:12:45 So I do do this in my email. It makes it much easier for me to manage my email. And like I said, we'll go over all that in Outlook. Um, Jessica, you mentioned uh setting up reminders and things like that. Yeah, okay. So I do the exact same thing. So if I'm in here, I've got this project open. I can go in here. I want to see something. I want to remind myself to look at this later. Speaker 1 00:13:15 So I am going to right-click on it, and I've got a couple of different options. Um, I can create that as a planner task. And remember how I said guys that um We work a lot out of our planner. It's also on our to-do, so if you ever use Microsoft To Do. You can say, "Create planner task." And so I'm going to put this in private tasks. I'm going to do a due date of today. I'm going to give it an important reminder, and here's the link to the message, and I can say create task. And so now I can view it in my to-do list, and I view my to-do list on my phone. And that's a trick I learned. Um, I used to work for the L A Dodgers. I was, um, IT manager for them. And so, whenever I was out in the stadium, and there is a lot of offices in the stadium, people don't know that, but they're hidden. Um, people would grab me. Constantly grab me, and stadium's huge. Um, it was nothing for me to have ten thousand steps in a day, and so I would use my to do on my phone. Speaker 1 00:14:15 And I would pull it up, and when people would grab me. I would write out the task in my to-do. So So here's my to-do list on here, and I just mark it down once I'm done with it. So and I can do that with some of these. I can also go in here and I can save this message. I could pin it. And you can see Segret has one pinned up here. I can translate it when my staff actually start talking in other languages. I translate it. All the time because I only know English. I know a little bit of sign language, that's it. So, I heard Alma the other day speaking in Spanish. I was like, that's one of those languages I want to learn. My daughter's grandparents speak Russian, and trust me, I am dying to learn Russian. But I am just not good with languages. I can also create workflows. Speaker 1 00:15:11 So I'm going to do something in here. I'm going to go into the mapping team. This for you, Jessica. Um, I am going to do a workflow. And let me find the message I wanted to use. You know what? I'm going to do something else. I'm going to create the message from scratch. So, this that uh, certain stress survey that I was telling you guys about that everybody fills out on Friday. I'm gonna do this. I'm gonna say. Speaker 3 00:15:49 The city is located in the central part of the island. The film was shot in the city of Krasnodar. We do karma points. And. Speaker 1 00:15:60 Everybody's always trying to get karma points. So I'm going to do that. I'm going to do this weekly stress level. I'm going to boldface and highlight this. I like blue. And then I'm going to boldface it, italicize it. So there we go. Go t some color there, and then there's the form there. Now. I'm going to send this. Now everybody has it. And now I'm going to go in here and say, create workflows. I can also do a remind me of this. So I'm going to do create workflows. Speaker 3 00:16:37 I'm gonna say for this chat message. It's going to be very, very slow. Speaker 1 00:16:46 And then I am going to say follow up on a message. And. Speaker 3 00:16:53 I'm going to say save. It is a little slow, still saving. Speaker 1 00:17:08 All right. So now I have a workflow. I can schedule it. To run at certain times. I can add owners to it. I can do other things. I'm going to delete this one. I'm going to do something a little different. These are different automations you can do. All right, so I am going to view a template. I'm. Speaker 3 00:17:32 Going to You have a couple of different things you can do with it. I want to find my search. Okay. Speaker 3 00:17:59 I'm going to send a reply. And. Speaker 1 00:18:03 I'm going to hit save. It's gonna save. All right. Now I'm going to close this out, and I'm going to say go in here under more actions. And I'm going to say schedule a message reply. And I am going to select a date of the fifteenth. I'm gonna do a. Two p. Speaker 3 00:18:32 M. Don't forget to brush your teeth. Speaker 1 00:18:39 Surveys. And now I'm going to say submit. So there's my workflow and I can do schedule that, but what if I want to send it More than once. I'm going to copy this, and I'm actually going to go into Power Automate. I'm not sure. I have a lot of tabs open. I know it's been a busy day. I'm going to go down here. To power automate, I scroll. You got to scroll all the way down. So I scrolled very, very far down. Um, I am Well, that's odd. It doesn't normally take it. If you go to myapps.microsoft.com, I'm going to put that in here. That's going to take you to that screen I was just at. Speaker 1 00:19:25 So if you guys put that in there, I want. To send the same message. In teams, every week on Fridays. At two p.m. the message. is, and I'm going to put that in there. And it's going to build my flow for me. Speaker 1 00:19:57 I'm running a little bit behind, so just bear with me. Um, this is what I wanted to do. I'm going to keep it and continue. And I'm going to say create flow. And I'm going to post a channel as a flow bot. And I'm going to enter. And I'm going to say the napping team. Sometimes it won't do it. I do a chat. Group chat. There we go. Post in a group chat, and I'm going to say. Speaker 3 00:20:34 The napping team. I'm. Speaker 1 00:20:40 Gonna sit here, and I'm gonna paste that in here. And then I'm going to do a hyperlink real quick, so that everybody has it. Speaker 3 00:20:50 We could just copy this. Speaker 3 00:20:56 Go back up here, and I am going to paste that link. Here we go. Paste it there. So There we have it. And now I'm going to just save. Speaker 1 00:21:14 And now it's going to post every Friday at 2:00 p. m. Okay, bear with me one second. I have a four p. m. Speaker 1 00:21:27 And Let me go into that meeting real quick. So if I'm running late, I'm going to go into this meeting. I'm gonna go to chat. Speaker 3 00:21:48 Must I give me? Five minutes. All right. Speaker 3 00:21:56 The kitten just fell on her for bed. Speaker 1 00:21:59 She's fine. She's giving me a dirty look. She thinks it's my fault. Um, all right, So That is how I send a message in a meeting when I am running a little bit late. But don't tell him I like hanging out with you guys better. That's interesting, Actually. Speaker 1 00:22:17 You guys are awesome. I refer all my clients are awesome. I just don't want to tell them that they're not doing good on an audit. Which is actually an easy audit. Speaker 2 00:22:27 So, Hey Christy. Um, What you just did does that only work if all the people in the meeting are. In your company's Teams channel. That would go to external people too. Speaker 1 00:22:41 Yes, so I can go in here. I've got an external one in here. Uh, where'd it go? Onboarding team. That's the next one. That's actually with you guys. Uh, that's Al Almos in it and a few other members are in it. And so I can send a recurring message there. Speaker 2 00:23:01 Okay. And. So that's the way you would set up a recurring reminder in a channel. Speaker 1 00:23:08 I'm. You can set up a lot of things reoccurring. Speaker 2 00:23:13 I can add on here and tell it to send an email, so I can go in there. Uh, where is my send an email? What options? Speaker 1 00:23:24 And I can send that out weekly. Comes in really handy when you want people to think you're actually at the office and you're not. I would never suggest doing that. Speaker 2 00:23:36 Um, okay, one last question. No, we're over. Um, I keep adding Planner to my Teams. You know, I go to View More Apps and then I click on Planner. And then it, I go like it disappears. U m, I could follow up with with tech on this, so that when I go to a task and I try to follow that flow of adding this. Turn this thread into a task on Planner. It wasn't showing up, so make sure it's pinned. Speaker 1 00:24:03 I I have that it okay, um, And so sometimes it's it's pinned, and then you can also customize the app bar. Uh, in here. There's a way of doing that, and you can say off, and you can show app names. There's a few things. Okay, cool. Speaker 2 00:24:19 I might have just been that pin. Yeah, thanks a lot. Speaker 1 00:24:22 No worries. All right, guys, I have to jump. Um, But I am gonna set up another Teams training for you guys at a later date and time. Um. And so, because the one that I had set yesterday, no one came. But I am going to do some more of these. And so, if there is anything you guys want to learn. Shoot me an email. Send it to my crimson email. Don't send it to the ability first. I don't, I don't read that one as much. I get alerted from it, but only on important messages. Alright guys, thank you so much. Thank you very much. I'll see you guys later and have a happy Mother's Day for all of you guys who are moms. Bye. Speaker 4 00:25:01 Thank you. Bye- bye. Speaker 5 00:25:12 Okay. Staff member, you would be. Speaker 5 00:25:16 En thusiastic about joining this and meeting for this only because it's so in depth in our system. So, all right. Hi Christy. Speaker 1 00:25:22 Hi guys, I am so sorry. I've had five training classes today that I taught. So Uh, I yes, I I'm not usually this busy, but the last two weeks have been slammed. Um, so if you guys are ever interested, I just got done with a. A h, Microsoft Teams training, and then I did next week. I am doing a Microsoft Word training. So if you guys are interested, you're more than welcome to come and join. Speaker 6 00:25:58 Yes, please give us the dates and times, and then we'll see if that fits our schedule. I think. You know, given availability, I would take any training I can get. Speaker 1 00:26:16 No worries. I am so what I am doing right now, is Mondays and Tuesdays at. Two p. m. I let me double check. I believe it's two p. m. um. Speaker 3 00:26:32 Where is it? Speaker 1 00:26:34 Oh, yeah. Um, it's actually at one p. m. Mondays and or Tuesdays and Thursdays, one p. m. Um, next week is Microsoft Word. So I'll send you guys the meeting invites for those. Sure, thank you. You're welcome. All right, so you guys gave me a few edits. Speaker 6 00:26:56 Well, that's probably an understatement. And sorry to have uh It's okay. So overwhelmed you, but we thought we just you know really. Give you you know, all of our observations and comments. Speaker 1 00:27:11 Okay. Perfect. U m, I, there are some things I wanted to go through with you guys as well. So this is actually perfect. Alright, so. Speaker 6 00:27:25 I mean, is that the is what I'm sharing on the screen. Do you see that as well? Or maybe I should close it if you want to open whatever you need to go through. So you can control it. Speaker 1 00:27:38 No, well, you you say sharing that works for me. Okay. Because I have a big, large, wide screen monitor and you guys don't want me sharing my screen. Make it look tiny on your screens. Right. Speaker 7 00:27:52 Right. Right. Right. Speaker 6 00:27:56 So I don't know whether, for the sake of time, whether you'd like to go through all the comments. Because you know that may take like an hour, you know, and going back and forth and all that. So I don't know. You might not have had a chance because we sent it, you know, relatively. Speaker 6 00:28:14 L ate. And so you might not have had a chance to go through all the comments. So I'll leave it up to you as to how you'd like to proceed. Speaker 1 00:28:22 Actually, um, one of the things so I have plenty of time. You guys are my last meeting of the day. Just don't mind me going off camera for a moment to go grab some tea. Okay, but you guys are my last one. We can run over just a heads up. My daughter is gonna walk through the door in a few minutes. Um, so she's gonna want the keys to my car. Uh, as all teenagers do, but she doesn't know how to drive. She's gonna go get some stuff out of the car. Um, so that might interrupt us, but I can go as long as you guys want to. Um. And since you guys are my last meeting of the day, and because I was late, I don't mind going past time. Cause I do. There are a few things on here. I would like to talk to you guys about as well. Sure. So, um. Speaker 1 00:29:06 I do wanna I do wanna start if you guys don't mind, cause the very first thing you highlighted. Uh, it's a Microsoft Per Deal. And it has not been activated. And, that's because it was not on your account until recently because Microsoft made some changes to the base. Uh, licenses that you guys have. And. So now we have the ability to turn that on if you guys want it. However, we're already protecting your accounts through Crimson. The name of the town is derived from the river. Security software. Um, I almost said cell phones, but we are we're going away from cell phones. We actually have other tools that we use to protect your systems. Um, we do have purview. We can turn it on for you guys. Um, it is a baseline purview. It is not high level, so it's just very base. Um, but you guys are already I believe on Avenon, which which does a lot of the same things. So that's why we haven't turned it on. But, it has. It's been recently added to the type of licenses you guys have. Speaker 1 00:30:06 However, the type of licenses you guys have is an old version, and so on the notes when I pulled up your account. We actually had a note in there to talk to you guys about upgrading your licenses anyway, and I'll go into a little bit more detail about that in a bit. So, Speaker 6 00:30:23 So is the conclusion to that is that. The Microsoft Purview data protection is not necessary given all the other protections we have. Speaker 1 00:30:33 It is necessary, but it's not. But because you guys are not worried as much about P M I, uh or P H I, as much, uh we've never had to activate it for you. Now if you guys were fully HIPAA compliant D M H requirements, I would have turned that on as soon as possible. In fact, I would have upgraded your licenses a long time ago. But my understanding is you guys are not D M H. Um if you are, I would be surprised because that's more medical offices. Um. And so there hasn't been a reason to turn that on for you guys yet. Speaker 1 00:31:05 So yes, in answer to your question, I just made it longer than it needed to be. That answer. Thank you. Speaker 6 00:31:10 So basically uh Uh, guys, Is it better if I make the comments in the reply section? Or how should I update these notes? Speaker 5 00:31:20 Sure, that's fine. Speaker 6 00:31:22 So I mean, is it okay then to say no? Not necessary to get this. Um. Speaker 1 00:31:30 You know what, I'm gonna go ahead and turn it on anyways for you guys just to make sure. U m and that's part of what we're going to do anyways. Um, but the reason why it had never been activated was because. It wasn't available for you guys until more recently. Okay. So. Speaker 7 00:31:47 Uh soum There is no extra cost for it, right? No. Okay. Well, yeah, especially. Okay. Yeah. Speaker 7 00:32:00 All right. The name. Speaker 1 00:32:03 Of the town is derived from the river. And if you see the cats running, it's only because my daughter just came home. Speaker 7 00:32:08 Okay. Okay. Alright. So then uh. Speaker 1 00:32:20 And if you guys don't mind, Send me a copy of this afterwards because your comments don't appear on my screen. Oh, Speaker 6 00:32:26 Okay. Sure. Okay. Uh, yeah. I don't. I don't. We don't. We didn't really didn't know what this, H undred and nine blocked authentication stuff was. Speaker 1 00:32:38 So someone was attempting to log in as one of your. As one of your staff members, and because of the controls we already have in place, it was blocked every single time. Speaker 6 00:32:51 Oh, interesting. And by logging in, you mean like logging into what? Speaker 1 00:32:56 Like Attempting to hack their, their office account. Speaker 6 00:33:01 I see. I see. Speaker 1 00:33:02 Yeah, and we were already alerted to it. It just popped up on my audit because it because that's some of the things I checked during my audit. And. Speaker 6 00:33:11 Is that and you can identify that it's the same person trying to do it or oh, wow. Speaker 1 00:33:19 So there's five users affected by it, But they never got in because they were denied because we had already set up security on your account. Speaker 7 00:33:26 I see. I see, Speaker 1 00:33:28 But my audit tools put that in. As a hey, just want to give you a heads up. This is what's been happening. I take those out because there's no reason for me to take it out. Speaker 6 00:33:39 I see. And by foreign, you mean outside of the United States? Is that what you mean by foreign, or. Speaker 1 00:33:45 So when I say foreign in this, I mean they're outside of the organization. They are not Coast and employees. I see. And they could be, they could be in other countries. Hmm. Speaker 1 00:34:00 But the most important thing I want you guys to take away from this is that very last sentence in that paragraph:" T, he foundation is not currently compromised." Speaker 7 00:34:09 Oh okay, I see. Yeah. Speaker 7 00:34:13 Okay. Um, okay. I'll just put computers for now. Whatever. Okay, so come. Speaker 8 00:34:27 So Christie, do we do not need to notify these five users or warn them so. There's no prevention from any of these hacks to happen. No, and neither no. Speaker 1 00:34:40 Right, Because they are not they're trying to figure out the password and they're using an old password. This person, well, five people have come, you have you're one of them. I believe. Let me double check, but I believe you are one of them. Um, and the reason why we've not we've been watching it happen. But we're not concerned. We are blocking that IP address, and they just give it; they just try it with another IP address. So, we are watching to make sure that they don't gain access, but they're trying old passwords that were found on the dark web. And so we get we already know what all of your old passwords are. We don't know your current ones, but if it shows up on the dark web, Crimson's already alerted to it. So we're able to monitor that pretty well. That's why Curview is not. Speaker 1 00:35:25 It's going to be turned on, But it was never a hard factor in the beginning because we're already watching that stuff. Watching on the console, This is the part of it that you never see because our job is to be preventative. And so, and I wouldn't even be concerned at one hundred and nine. Uh, if you guys want to hear an L A doctor's secret, it's over a hundred thousand a day. Wow. Yeah, I mean, a thousand? A hundred thousand a day. You guys didn't know I used to work for the Dodgers, right? Speaker 5 00:35:56 No, didn't know that. Speaker 1 00:35:58 Okay. I would show you proof, but it's not on my desk anymore. So, I used to be the IT manager for the LA Dodgers, and yes, it was one hundred thousand a day. I'll be honest, We didn't even look at two of them today because we just had blocks in place. So. Yeah. Speaker 1 00:36:22 All right. Speaker 5 00:36:24 So moving forward, I wanted to get some understanding of what that really means. You mentioned you mentioned a privacy VPN that's running on personal devices. How does that work? Don't really quite understand what, what that means. Speaker 1 00:36:38 So if so sometimes, What will happen is and I'm going to use uh Tyler as my example right now. Um. Maybe Tyler is using NordVPN because he wants to disguise his IP address because he's. Not everybody who does this thinks this way, but maybe Tyler is overly paranoid. Um, because I've had users in the past who are overly paranoid, and he's decided I want to do a VPN which protects. All my stuff, and nobody knows where my home is. They don't know my IP address and things like that. Not a big deal, um. So. Speaker 1 00:37:17 In that case, if that was to happen, we can see that Nord is installed. We can see that you're hiding your IP address because you're using that PVPN. Uh, Nord is not the only one out there, but it's like the top of my list of ones that I know about. And. So we can see that we can still see what your VPN or your IP address is. Um, but that's what it is. So they're trying to target that VPN. Um and. So for you guys, just to be aware of. We we monitor that and if we see that there's an issue, maybe they're targeting Tyler. If we see that they got past the password, we're picking up the phone immediately and we're calling Tyler. We're saying, "Hey, you need to change your password." And we're going to log you out of all your MFA, and you're going to have to change all that. And we do that pretty often. We don't have to do it for you guys as much, but we do that for other organizations. Speaker 5 00:38:15 Okay. Good to know. So, in the end, it'sum. In the end, it's taken care of. It's like no need to worry. Speaker 1 00:38:24 Okay. No, My uh, my system automatically adds that type of information uh to To for you guys, just because it's an audit system. So, Speaker 6 00:38:37 Okay. So there's no note here to put uh, or what do you want me to put? Speaker 1 00:38:43 No, you guys can just ignore that. It just has to go in the audit. And I found my proof from the Dodgers. There's my ring box from when they won the World Series. Speaker 5 00:38:52 Oh wow, what year was that? Speaker 1 00:38:55 Uh, this is twenty twenty. Oh cool. Yeah, So I stayed with the Dodgers for three seasons until Anzor kept bugging me to come join his organization. So. Speaker 5 00:39:11 Very cool. We'll talk some Dodgers at some other time, I'm sure. Speaker 1 00:39:15 Yes. All right. So, on to the table. Decisions required. Um. So. Are you so I am and bear with me because I am going to ask this question. You guys have decided you want to go copilot, right? You are not going to go Claude or Chat GPT. Speaker 6 00:39:39 Well, I mean. Speaker 6 00:39:42 I s that Crimson's recommendation? Speaker 3 00:39:48 Um. Yes and no. Speaker 1 00:39:55 I have, I have multiple AIs. So Crimson currently is using Claude. It depends on what you want to do with it. And so now I'm going to use Steve as my, As my, I'm going to talk about you, even though this doesn't apply to you probably. Let's say Steve likes to build applications and likes to build automations and make his job a little bit easier. Okay, he his best bet isn't to use Copilot. His best bet would be to use Claude. Because cloud is for building and a few other things very similar to that. Um, Chat GPT is really good for certain things. Speaker 1 00:40:36 Copilot's really good for certain things, so it's all in what you want to do with your AI. Depends on what I am going to recommend for you guys. And so I recommend Copilot if one, if you are HIPAA. Required, uh, two. If you are um not gonna do anything automation wise stuff like that. Um, I like I said, I use all three. I am in Copilot daily. I am in Claude daily. i am in. Speaker 1 00:41:06 Cha tGPT, not as daily right now. It's really good for making images. But nothing that I do is really worth the chat GPT. But that's me, my job. I'm not Steve. I'm not Casey. I'm not Tyler. Speaker 6 00:41:22 Well, see Chrissy, you you uh at least from An expertise perspective, you are miles and miles. Above where I am, I am at the pre K level, and I mentioned this very candidly to everybody. So for me, I really don't know. What it is we are going to be using and what it's going to be useful for now others. On the call here or in our organization who might have, more experience with. AI, they may think, "Oh, okay. This one is better," but you know ultimately. Speaker 6 00:41:59 Apart from learning the basics of AI, what would be useful is for us to learn how we can. Bring it into a useful mode for our own. You know, whatever we need to do, whether it's in accounting, whether it's in tax preparation, whether what Tyler has to do with all the. Contracts and everything, so you know. And that's why we didn't want to necessarily limit it, but You know, I don't know whether organizationally, because we are Microsoft-based, whether Copilot is the natural option. But we don't want to limit ourselves. So, I mean, I don't know whether four months from now, six months from now, once we all get a little bit more experience on AI. Speaker 6 00:42:51 We can then open it up because the whole idea of AI is to make our lives easier. And so, if no one single AI platform can offer all of the options, then we don't want to limit ourselves. Speaker 1 00:43:06 Yeah, one hundred percent. Crimson uses all three that I've named. So I I use Copilot because it's really good at a few things, um. In fact, I could turn on facilitator right now, which is a copilot product, and I'm going to do that. And you'll see the facilitator will start taking notes in this meeting. And I should have turned it on earlier, but I didn't. Um, so it will start taking notes, and if you guys go click on the notes section of Teams right now, it's going to start writing out the notes from this. And if you guys don't mind, I'm gonna share my screen real quick. Go into. Okay. Speaker 1 00:43:46 And I am going to show you guys. I just did a staff training with Ability First, and so we were doing Microsoft Teams. And here is all the things. So I started the meeting, facilitator was automatically turned on. It has it's tracking all the notes, so it gave us some information, some focus stuff. And then now I'm going to go in here and view recap. And I'm going to pull that screen over here. So here's a recap. Here's all the meeting notes the co-pilot did. And how they can use Teams because basically we were teaching on how to use Teams. So that's the AI summary. I can make my own custom summary by picking uh. By creating a template or looking at an executive report, and I can pull up this transcript. So that's all in here, and this was done with Copilot. Also, there's a video recap that. Speaker 1 00:44:45 That I can do, and it's new. They just came out with this, and so oops hang on. Speaker 9 00:44:51 The meeting opened with Christie providing a comprehensive walkthrough of the Microsoft Teams interface. Highlighting features such as chat, reactions, avatars, video effects and meeting controls. She also shared tips for customizing views and managing participation. Let's hear how Christy described the interactive options available during meetings. Speaker 1 00:45:12 You guys have options to go into the chat, have a conversation with me. I will be watching and reading chat. You can raise your hand like this. You can send a reaction. I'm going to actually ask. Okay, so I am not gonna bore you guys with all of that, but it goes back in and does a recap. And so I'll be sending that video recap. Over to the staff that I just did that training with. I'll also be sending this video to them. So that they can see and they can reference back to it. I should have turned it on for us. I did not do that, and I do apologize. But the next meeting we have, I'll do that so you guys can see. Also within Word, let me go in here and pull up. I I have a, I have a script that I use. I use the script for every one of my meetings that it's Teams. I can go in here with Copilot, and there's a few things I can do. Speaker 1 00:46:09 Now it's not going to write this document for me. Copilot is limited, but it will It will summarize things for me. It'll take a look at things. It'll check things. I can ask it How well? Speaker 3 00:46:27 See? The name of the town is derived from the river. You can go in and ask it," How well does it sound?" So. Speaker 1 00:46:39 It'll it'll judge you. It's very good at judging. There is a few things like that. I can go into Copilot. And just a heads up, I can choose: is it using Claude or is it using ChatGPT? And so I've got Opus. Opus is Claude, and I can chat with it, and I can say, hey. Tell me about my four p.m. meeting. Speaker 1 00:47:12 The name of the town is derived from the river. And so it's going to pull up my four p. m. meeting, which is with you guys. And, it's going to go in and take a look and pull all of that. Now, while we're waiting on this to answer, Tyler, you look at contracts. Is that correct? Speaker 10 00:47:32 Um, I mean, I don't create contracts, but I do. I do look at them just like Steve looks at them as well. Okay. Speaker 1 00:47:39 Now I do more bunching. Speaker 10 00:47:42 No worries. I'm going to show you something. It's not it's not contracts, but it's very similar. I'm going to show you because my clients don't mind me sharing their information. I've never asked if I could share your information, but these two clients they have told me I can share during training. So I am going to go into Sharp. Sharp is a client that I am their VCIO, or basically I am their CIO. I am on site twice a week. Fridays I work from home, but I am on site twice a week. Speaker 1 00:48:08 And I do everything from budget to strategic planning with them. Everything you would imagine a CIO does, I do. So I have contracts in here. Um, I have invoices in here. And so I'll go in and weed these out every now and then. Um, I have scans which these need to go through. Um and here's my scans. These are all uh scans of all their invoices that have come through that I have. Uh, personally signed. So anything hitting their budget, I sign it. And I have to sign off on it every Wednesday. I am in there, uh, because accounting brings me a stack of paperwork this thick. And I physically sign and approve each one, and then I scan it into this folder. Now, Tyler, this is more for you. You can see each of these invoices does not look the same. Here's what I do. I go into clock. Speaker 1 00:49:05 Yes, uh before you look at my chats, I use my Claude for everything. I'm gonna go to code. Okay, and I'm gonna go. It's already set for me. It's looking at my local documents. Right here, I'm going to say go into my shark folder and look in spans. What is the most recent payment to Verizon? The name of the town is derived from the river. Speaker 1 00:49:35 And it will go take a look at that folder and pull it. And I do that through cloud. I also have a reoccurring system set up with cloud that every time a scan goes in there. It fills out my database. I'll show you my database. Speaker 3 00:49:56 Pod does a lot of my heavy lifting. If you guys have, you guys heard about my uh blog where I write about my minions. Speaker 1 00:50:04 I am not. Okay, I'll send you guys my blog. So this is their invoices. Uh, this system automatically pulls the information from the invoices, Pulls the account code. So I know where those invoices are going to, and then I can put it against my year- to- date in my line items for my budget. And that's just for the chart. It's not for I have the same thing for Ability First because I'm their CIO as well. So hang on one second. Um, so I can go in here. I can see because we do it handles a lot of things for their facilities for the IT department. Um, we have vehicle maintenance we do for them. So, I do everything a CIO is supposed to do for SHARP, and it goes in there now. I took over this account. In February, so it's not as deep yet as other counts. Um, so. Speaker 1 00:51:02 But here's where it's going through and finding that information. Now, I can do the same in Copilot. I just do it in Claude because Claude is a little bit more accurate. But just a heads up, here is my four p m meeting, which is you guys and t here is the documents that go with it. Okay, now I have two because I blocked it out for you guys, and then I have the one that I sent you the actual meeting invites. So. And it does point out that I made a duplicate. Now, I'm going to open up a new chat. Speaker 3 00:51:37 The city is located on the banks of the river Sava. I gotta spell it out a little bit more. And look at his hands. And. Speaker 1 00:51:52 It's going to try to do it. Now, it might take a little bit longer, but it's going to do the same thing. I'm sorry. And that's what I'll use Copilot for at times. I will double check them against each other. So this is all the information it's finding. It spells out what it's finding, so you can see it's going in the Sharp folder. It found one of the bills. It's just got to go find the first page. Because my scanner in that office is a little weird. Hi, baby. I can take that. Speaker 1 00:52:27 What time is the dog going to come and in my ear? Oh, look in my purse and my car keys are in there. The name of the town is derived from the river. Speaker 3 00:52:37 Yeah. Thank you. Alright, sorry guys. Soum, Speaker 6 00:52:44 Chrissy uh if I may just uh uh interject here for a moment. Yes. You know, uh, all of the I'm sure AI is. Quite capable of doing so many things. For people of all different skill levels. I mean, does Crimson or are you aware of. You know, uh, training sessions. So you know, yes, you can say oh okay Claude does this. Uh Chat GPT does that. Speaker 6 00:53:26 You know, my co-pilot does this other thing. You know, it's almost like. You know, if if you tell me now, I uh I need to learn Japanese for instance. Okay, well where do I start? Do I start from the alphabet? And so I think. There, there is a lot to learn here, and there is no doubt of their capabilities, but. You know, like personally, I don't even know where to start. Speaker 1 00:53:56 So to answer your question, yes, Crimson actually has training. So that's one of the things that we offer. And I teach most of the training for AI. We do have other people do trainings, so like Monty does training and stuff like that. So you guys won't always get me. But for AI, I do it and I do a where to start training. Um, I can also send you some videos of some of the sites that I really like on YouTube. So you guys can actually watch that. Um, I'll be honest. Where I where I would tell people to start is under the chat feature. You can see, I I wanted to know when well Devil Wears Prada two is coming out on Prime Video. Mid June, by the way. So, uh, Grey's Anatomy. I wanted to recap of that episode. Yes, I I like weird shows. I like things like with my first name. Right next to it, so I do that, but I also look at my WordPress statistics. Speaker 1 00:54:53 I use it like Google sometimes. I looked up the other day on how to what battery type I needed for my remote. Because I couldn't remember how to order a battery for my remote for my car. Use it like a chat. If you want to start out, use it like a chat. I had Chat GPT today. Make images because I send in emails out to my clients, and I'll include kitten pictures of my cats. Because I know they will read it. I mean, for you guys, If you knew that a cute picture of a cat was coming in one of my emails, you'd read it too. So that's how I get them to eat it. So this is Breeze, Breeze is my baby, she's the one right here. Uh, look in the living room because I changed out the battery in it yesterday. Um. So yes, I changed my car remote yesterday. So you know, Speaker 6 00:55:46 One of the other things you'd mentioned how some people may be paranoid. Ah, You may probably ah put me in that paranoid spectrum too, towards the ah on the not necessarily the most extreme, but very close. So you know one of the things I want to be mindful of is. Yes, in my novice approach to all these things, I want to make sure to keep the data secure, safe or whatever so that I'm not. You know. Speaker 6 00:56:18 Na vigating around the AI world and then exposing a lot of things, so that's part of the training which I hope. You know, is is included in whatever crimson is offering. Speaker 1 00:56:32 One hundred percent, and I will be completely honest with you. I respect that paranoia. That level of paranoia is right. Um. I will. I'm gonna go ahead and show you guys right now, but I will tell you Copilot is uh will not share your data. And, if you set up a business account with Chat GPT and or with Claude. You can set it up as well. So if I go into privacy, I can choose where it says Help improve clock. I'm turning that off. I would advise all of you guys to turn it off as well. That prevents AI from putting your data out there for other people to see. Now, if I go into Crimson, it's already set for you guys because it's a business account. Speaker 1 00:57:15 This Chat G P T. This Crimson's Chat G P T. Now, For me because I I spent two hundred dollars of my own personal money a month on Claude, and ONSA allows me to use my personal account. So I because of that, I have to make sure it's set in here under privacy. So it is automatically set for me. But if you have a business account, it's automatically turned off. There's only one AI out there that you cannot turn that off. And it will always share your data back, and that is Grove. And I tell people, do not get a Grove account because it is not private. So just so you're both aware. Speaker 6 00:57:55 Okay, and uh what what is that name again? Broke B R O K E. Speaker 1 00:58:01 G R O K. Oh, Speaker 6 00:58:02 G. G R O K. G R O K. Speaker 1 00:58:05 Yes, it is uh, what's his name that owns Tesla? Elon. Speaker 1 00:58:09 It's Elon Musk's AI. So. U m, thank you. I right when I always need their names. I am not good with famous people's names. Um, so I tell people don't use Grove because you can't turn off that feature. It's gonna automatically share that to the rest of the world. So, just be aware of that. Speaker 5 00:58:34 Christy, uh, so question in the interest of time. Um. So we had, generally. Speaker 5 00:58:42 Generally, We had decided rather than actually stick with just the five or seven power users, we were thinking of opening it up to the rest of the staff. Giving them a chance to use it, we want participation. We want buy in from our whole. All staff, so um, I think to foster that we're trying to get we're trying to open the door and see who's willing to take it. Yeah. Um, we know that. At least I am interested in Claude as well. We know that we need a minimum number of users before we get to that point, So it might take us a month or two before we actually get to the point where we know that we're going to have five or six users of Claude. Yeah. Um, But one of our main concerns is so we're doing a whole lot of setup for. Uh, for Copilot, a lot of it is. Speaker 5 00:59:39 Re lated to the Microsoft ecosystem, making sure that there is you know controls in place. Will all that need to be done again for Claude, if we were to implement that. No, Speaker 1 00:59:50 So it's a one set and done. That set works for everything. Okay, so. Speaker 5 00:59:59 I mean. It probably is then the best. Call me up. You can. Let me know if I'm speaking out of turn here, but it probably is the best. Best process really for us to, implement Copilot. Go through the necessary steps to to make sure that our system is secure. Audit is done. I think you are working on that with your team. Implement Copilot, and then in the coming months. Uh, open up Claude to everyone just based on interest in. Speaker 5 01:00:34 Inter est, I should say. Yes. Okay. Speaker 1 01:00:37 Let me give you the caveats of each. So, just so that you guys are prepared for this. Ah, pilot. When you pilot, when we talked about piloting co co. I said cohort in my. I just noticed I put cohort in that, in the document I sent you. Uh, piloting Copilot. You have to sign up for a year. They don't have a month- to- month plan for Copilot. But you can do it one user at a time, as little as one person. For Claude, your minimum is five users. And there is a usage. So the minimum you can do is a twenty five dollars per person per month. And it is only month to month. You don't get locked into a year. Um, but you have to have a minimum of five, and depending on how much you use it. You might get overage charges. Speaker 1 01:01:32 And, so you might have to put some people on a premium plan rather than just the standard plan. On cloud, and so people like you Steve that's interested in using it. It's about a hundred dollars per month per person, if you use it a lot. So and that's for Claude. Um. Chat G P T is thirty dollars per user. So sorry, Speaker 6 01:01:58 Chrissy. So when you say using a lot, is it number of hours? Is what what what is how is that determined? Speaker 1 01:02:05 So it's determined by tokens. And so, um, in here under my usage. I haven't used it much. Well, this is only fifteen minutes worth in my current session. I haven't used it because I've been talking to y'all. So this reset about fifteen minutes ago, and every session is five hours. And then. My weekly limits are here. It reset this morning at six a. m. so it looks like I haven't used it much. Uh, because I haven't used it today. So, um, so this. Speaker 5 01:02:41 So my weekly list resets every Friday. Soum, what that means is if I am putting in a ton ofqueries, a ton of prompts into Claude every day, like I am using that. Speaker 5 01:02:56 I could potentially use up all my all my tokens, in a matter of days. Potentially, I don't know couple weeks. Who knows. And I'll be charged for overages like we did with cell phone use like twenty years ago. Right. Yes, that's how it works. Okay. Speaker 1 01:03:14 Yes, I will tell you the reason why I'm on my own personal plan is because I do have a crimson plan. And I used up all my tokens in two days. Hmm. But I'm a heavy user. This uh, right here on my screen, that black screen, that's all fog. It's my coding session. It's a lot,'cause I do a lot. Yeah. So I. Speaker 5 01:03:37 Don't think I am going to be coding, but yeah. So generally, Like when you get to the point where you are coding and using Claude Code. For activities on your own system, then obviously you are going to be using a lot more tokens, and that's where you run the risk of going overage. Okay. Yes. Speaker 1 01:03:54 Your average user, standard plan. Your heavy users, you want to put them on premium. I spent two hundred dollars a month on my club. Actually, technically two hundred and fifty, But I am not going to stress out by explaining what I do with that. So. Um. So and then let me tell you, Jack Chat G P T is a minimum of thirty dollars, a minimum of two users. And because you don't code like you do in Claude. Most everybody can be on that standard plan. Now all systems will connect back to Microsoft. And so what we're doing on your Microsoft side, um, is going to. Be the same no matter what AI we put in place. Okay, Speaker 5 01:04:41 And the the other going back to Copilot. So, let's say we getum. We get adoption from instead of the. The cohort of five to seven, we have, let's say nine users. Those nine users, it's a yearly subscription. Is that how it works? But we have to sign them in for Copilot, so we pretty much have to have a commitment. At least from those nine to say, hey, we're going to be using it for a year. Let's see how it goes. But no matter what we're Locked in at a year subscription. Speaker 1 01:05:23 Okay. Yes. Now, that means you've got. If you do five people on Copilot, And let's say, we're going to use Casey as an example because I've used Tyler and Steve already. Casey's gotten an offer from another company. It's twenty thousand dollars more than CommYab would agree to pay her. She's deciding to leave. Not the case you would ever do that, but what if she did? Her copilot license will get released. And then you can assign that Copilot license to someone else. So it doesn't have to stay with the same user. It can be assigned around. All of them are that same way. So Claude, ChatGPT, all of it's the same. Speaker 8 01:06:11 So Prior to the one year subscription, Christy, there is no trial period. Speaker 1 01:06:16 Not for business accounts. They've gotten a lot of flack for that. I will tell you that part. Speaker 8 01:06:23 And it's a cheaper monthly compared, well, I guess there's no option to do month to month for Copilot, anyways. Speaker 1 01:06:31 It's thirty dollars a month. Wait, you guys are nonprofit, right? Mhm. Yes. Okay. I think it's twenty four dollars for nonprofit for Copilot. Don't quote me on that. I'll have to double check. Speaker 6 01:06:46 Is that twenty four dollars per user? Speaker 1 01:06:49 Her user. Per month. I might have written this as being For profit, Cause I am so used to working on the for- profit side when it comes to Copilot. But I think don't quote me, but I think it's twenty four dollars per month per user. Speaker 8 01:07:09 This is more of a question for Kamyab. So, Kamyab, since Copilot has a one- year commitment. How about if we go with. Cla ude or Chat GPT, you know, to try the AI tools. Speaker 5 01:07:25 The city is located on the banks of the river. We're still going to need to. We're still going to need to go through the same kind of protocols, correct Christyum in the audit, all that needs to be done still. But now we have a little more flexibility I think Casey what you're getting at. Yeah is flexibility. Speaker 8 01:07:45 So we're not, you know, at least to try how this AI, you know, an AI tool could potentially help us in our. Forecast. Speaker 7 01:07:56 Well, I mean, go ahead. Speaker 6 01:08:00 No, I mean, I don't really have any objection necessarily, but you know the idea is. In terms of cost, even though if Copilot requires a minimum one year. But it's at twenty four dollars per user per month. Now Chat G P T is. Thirty dollars per user per month. Claude is twenty five dollars per user per month. So in a sense. There's not that much of a difference in terms of pricing, uh, but um. I'm just thinking, uh, it would I don't know. Speaker 6 01:08:43 Because we certainly don't want to have these, let's say these three. Options open to everybody, so that just becomes too costly. I don't know whether, let's say, if amongst the four of us, If one chooses Copilot and another one chooses Claude and one other person chooses ChatGPT. Do we want to exchange experiences? Oh, this how Chat GPT does it. This how Claude does it or whatever. Because. You know, I don't think any of us really know all the ins and outs of all these different. Different options to say, "Oh, okay, definitely. I know I want this." But I mean, Chrissy, from your perspective, for a Entry-level organizational signing. Is it better to go? With one option, is it better to. Speaker 6 01:09:42 You know, have all three options available or. Speaker 1 01:09:47 Um, I will be honest. Sorry, I was trying to cancel my phone from picking up and putting you guys on on. On hold, um, I honestly I. The way Crimson does it, every user can pick what AI they want. If, you are a member of management, or you are on a team that heavily pushes AI usage. You can have all three. So I have all three, um. But for most of our staff, we say okay. We know that our systems are very much protected, and you know, so you can pick what AI you want to use. And then you get joined to the business account. I am the only person that uses a personal account. Just because answer doesn't want to pay two hundred dollars a month for me. It's the best two hundred dollars I spent. So. Speaker 6 01:10:40 Yeah, but you know, again, I am coming from a very sort of like. You know, I don't know the uses of AI, but I am thinking that at any point in time. It doesn't make sense for any one person to have three AI platforms. Subscriptions. Right. Uh. So, I think, yeah, yes. After one year they may decide. Oh, you know what this copilot thing is really not useful at all. I'm going to switch to Claude. Yeah you can do that, but I don't think at least at the beginning stage. I don't think it makes sense for us to say to everybody. Hey, you cannot have up to three different AI Platforms, so and you know for instance for someone like me who doesn't know. Speaker 6 01:11:30 You know, Copilot from Claude or whatever. I'll go with you know Copilot if that's the sort of like. You know the typical. sort of relevant platform that we should use. But you know, Steve may say no. You know, I've tried Copilot. It's not good. I won't try Claude. Okay, fine. Speaker 10 01:11:57 That's why we're saying. What is that? With Claude, you get to have five people, right? Yes. Speaker 10 01:12:04 I think it'd be hard to have five people with Claude and then other people with Copilot. Just depending on the participation. The program staff, because we're all going to be on it. On one of them, yeah. Speaker 8 01:12:17 The city is located in the central part of the island. I wanna say like just also from coming from a no experience like. Just you know, a little bit of experience with AI. Only use it for you know. I ncrease and, you know, basically that. So but I'm more thinking I wanna have at least two. So I have some point of comparison. Like not just start with one so that, you know, you can simultaneously play with two AIs. But that's that's just me. Speaker 1 01:12:49 Yeah, sorry. I'm answering a message real quick. Um. I one hundred percent agree with you. At the end of the day. You, I'm gonna sneeze in a second, so I do apologize. Uh, give me one second. Alexa, turn off dining room. The name of the town is derived from the river. Okay, I apologize. I just realized the air conditioner was on with all my windows wide open. Um. Speaker 1 01:13:27 I'm gonna tell you, I put an article in. Sorry, I didn't realize I thought I unmuted after. After all that. Um, I put an article in here. Uh, for you guys. In the chat. I did write it, so just a heads up. But it goes through what each tool is used for. And. Um. Speaker 1 01:13:58 It'll give you a good understanding and comparison between the tools. I would say, based off of your your uh survey results. Alejandra? Oh, sorry. There's a kitten on my back. Um, he's your senior program officer. Speaker 1 01:14:29 He uses five tools actively, including Claude, Gemini, ChatGPT, Canva and Adobe. To do his research and presentations. He's one of your power users. Holly, ChatGPT, and Clock. She uses it for writing and researching daily. Okay, Steve, you're number three. Uh, all three. Speaker 1 01:14:59 Uh, Julie. Chat G P T, Gemini Canva Adobe. She's she's a regular user. She has some use cases, um and then. Joey. I don't have my reading glasses on, so um she's tried a few of them. She's super excited to get started. She's looking at it from a strategic value perspective. Those are your five top users. I would say out of that you've got three strong candidates for clock. You've got a few people for ChatGPT. But I would ask them, "What is the top one you want to use?" And you might find that you have five people that want plot. Because of cowork. Cowork's a huge one right now. Um, I use cowork on a daily basis. I keep I keep a database of all my tasks, and cowork goes and compiles it for me every morning. It sends me a briefing. Speaker 1 01:15:57 So I know what's on my list, and and Coateson's the top, on my list all week long. Because I've been working on so much stuff for you guys, CoWork sends me that briefing every morning at six a.m. on my computer. It goes into my email. Sorry. It goes into my email. I like cowork better than any of the others, just because it is agentic AI, meaning it does not require me to start something. When I want. To when I get up in the morning, I get up at five thirty. I go take shower, brush my teeth. My printer I didn't take it off my printer this morning. My printer spits out my my task list for the day. Clog does that. It runs on schedule every morning at six a.m. By the time I step out of the shower. I've got my full. This is my morning one. Five page today, it has been nine pages at times. Speaker 1 01:16:57 Task list of everything I got to do. That's the Gen Z guy. Some people are going to use it like that. Copilot doesn't do that. Not everybody wants co-pilots to do that. I also have a newsletter that I have sent to me every morning through CoWork. Tells me all the latest AI news and any security concerns I have, and it sends a time out. Not everybody wants that. But as you guys also saw my Claude, I asked about Devil Wears Prada because it's one of my favorite movies of all time. I want to see the sequel. But I don't want to go pay for it in a movie theater, so I asked it when is it coming to Amazon Prime. Speaker 5 01:17:37 So I feel like. We will have to decide whether we'll need or want, um. One, both of these tools at least, but I appreciate you sending that uh. That newsletter. I'll go through it more, and I think we'll probably discuss as a team. How this can work, but generally speaking. Um, Copilot would have access to everything in our. File share system. So, right so if there's a specific question about how. Or what time I have a scheduled meeting for this, or the last time that I talked to this person, if we need transcribed meeting notes in Teams. Speaker 5 01:18:22 All that would be, through Copilot. Correct. Okay, so if you Claude is. It reads files. It's able to connect to the system, but it's not native to Microsoft. So you probably will have to feed that in, feed that file into it. Is that correct? No. No, Speaker 1 01:18:41 I'll share my screen with you. Uh, so I have the desktop clock. This is my routine. So this is my scheduled task every day. You guys can see when it comes up. It automatically connects. Okay. It's automatically on there, so if I go to a new session. Local. It's already set to my local computer, and this is the folder. It's in My Documents. And I can tell it to search for whatever. It's already natively put in there. Now, The one difference between this and Copilot is this one, unless I natively set it up or unless I set it up to look at everything. Speaker 1 01:19:21 It doesn't have access to anything that's not on my computer. So if there's a Teams file that's not on my computer, It can't look at that unless it's connected on the background. And I don't have this one connected. However, that being said. I do have you see where it says, crimson nineteen, you have S L P's clients all that, that is team's files. It can connect to those because they're on my computer locally. Speaker 5 01:19:48 But it will take, It will require tokens, right? It will require use to do that. So that's the other okay. So that's the uh advantage and disadvantage of Claude is that it's. Not native can do everything. It seems that Copilot can do it's just going to cost more. Activity wise and based on your use, okay. Speaker 1 01:20:11 Yes, whereas Copilot will you guys can see. I can I can look at that anywhere. It can check my emails. It can check my calendar. It's going to have more access. Speaker 5 01:20:23 The con of Copilot, though of course, is that we're pretty much locked into a one year subscription. So yes, you you. Should be using it, Or at least you have time to adopt it because you have a full year to use it. You're locked in. Okay. So. Speaker 8 01:20:42 Can can Claude connect to your Microsoft Out like your emails. And your tasks, it can. But as Steve mentioned, it will take tokens to, you know, pull information from those. Speaker 1 01:20:54 Yes, so I have it set for certain things. I don't have it set for everything. Uh, where's my connectors? So these are my connectors. I can have it connect to my Gmail. I have it connected to my Outlook only for Crimson, and those are my only connectors. So I don't have it connected to everything, and I choose not to do it because it is my personal account. So I choose not to connect to everything. Got it, but that's operates. I I don't want I everything is secured by a key, so I've got. This little key here, everything is secured by that. No one can log into my stuff without that without that key. Um. But I'm still slightly paranoid, as Conlan Gad said earlier. Speaker 1 01:21:41 U m, I don't want things connected, even though I know my stuff is secure. I'm still not going to connect it. Uh, so personally, Speaker 6 01:21:51 Christy, in terms of cost though, when you said that Copilot. Is twenty four dollars per user per month. The user can use Copilot. Unlimited. There's no there's no restriction. Speaker 1 01:22:08 Every tool has a restriction. Speaker 6 01:22:11 In terms of the amount of use, you mean? Speaker 1 01:22:14 Uh, for Copilot, it's the type of use. Um, so you can create some agents in here, but you can't. There's some higher limits, And actually, I have a blog post that I can share that with you guys on the differences in costs. But for everyday users, they're just going to use it for research and treating it like Google. It's not going to get any extra cost. Speaker 6 01:22:39 But then on the other hand, for Claude though, even it requires five users at twenty five dollars a month. But within Claude there are what you call tokens. So, you can't you cannot just use. Plot all the time during that month. There is a certain limit, that then is if you exceed it. Your monthly cost is going to go higher than twenty five dollars, right? Speaker 1 01:23:06 That's only your power users. But if you're an everyday user that uses it like Google, it's not gonna cost you anything extra. Speaker 5 01:23:15 It's really just coding, but when you really get into deep. Very deep, complex use right is when it becomes more expensive. But I I mean to start, I can't imagine. We're all going to jump to that, to that point really quickly. It's going to take some time and understanding to get to that learning curve. Yeah. Speaker 8 01:23:38 How how about like a financial statement analysis Do those like, I mean like take a lot of tokens for Claude or. Speaker 1 01:23:47 It takes less tokens if you do it in cowork. So, cowork is the one right here. It's the more the agentic. So if I'm in here and I'm doing a new task, I am going if I haven't looking at things on my computer. Doing the invoices or the contracts and looking at those files. I'm gonna do it in cowork because it takes less tokens. Okay, Speaker 8 01:24:11 There's a way. There's a way to minimize the use of tokens. Okay. Speaker 1 01:24:15 Yes, and just a heads up. Um, I haven't been using cowork as much because it is a. Newer feature and code does the exact same thing. However, that being said. Ah, Claude did this week. Speaker 1 01:24:33 On the tokens, tokens in a way you have more use. Does that make sense? Speaker 5 01:24:39 More availability or more access? So, Speaker 1 01:24:46 Just imagine you're going to McDonald's, you have a budget of a hundred dollars a month. And someone increase err and then McDonald's lowered their prices that hundred dollars a month now. Speaker 5 01:24:56 Goes farther. Speaker 1 01:24:56 You do more. Yes, that's basically what they did this week. Speaker 10 01:24:59 Where do you track your token usage? Speaker 1 01:25:02 U h, you go down to settings. And from settings you go to usage. Speaker 10 01:25:09 So, you could see how much is used and how much is remaining for the rest of the month. Yes. So, if you've gone wild and you got two weeks left and you're at 70%, you got to slow down. Speaker 3 01:25:19 Yeah. Pretty much. Speaker 10 01:25:21 It's almost like cell phone data. It is. Speaker 5 01:25:23 That's what I'm thinking. Speaker 1 01:25:25 Yes, you guys can see today, I haven't used it as much as I normally do. I'm only at 3% for the week. And it reset this morning at six a. m. So, uh, you can track it very well from there. And I really, honestly have not used it as much as I normally do. So, I usually am at five percent by the end of the day on Friday. I've been in too many meetings today. Speaker 3 01:25:58 So. Um. Speaker 5 01:26:03 So I think we're probably gonna have to discuss that internally, what, uh. What A I is gonna work best for us and the majority of our staff, and try to see if we do go with Claude. We'll obviously need to meet that minimum five. But what do we need, um, between now and then? I know that there were some things that we needed to do and decisions that needed to be made this weekend. Soum. Speaker 1 01:26:31 The biggest, I am going to work on your data protection. We, this is something we did not. We did not see originally because we were not tracking for it with you guys. Um, we gave you the basic e three controls. It might be time to upgrade you to the newer e three, that has a lot more controls. I did have to upgrade. My account to the newer e three just to run some of these reports. And I did put it on month to month, so I can retract that cost from you guys later on. But, you do have some people that are on here that are on business basic;, they cannot be. Uh, if I remember correctly, they cannot be on Copilot just due to their license type. Butum, We do need to think about and I just realized I'm looking at the document. I did not show you the differences. Uh, peach. By the way, Speaker 5 01:27:25 I think what we saw. Just to not to interrupt, but I think those that have basic are, email only accounts. So those are accounting investment purchasing at coateson dot org. So those aren't people. They wouldn't need any kind of AI system. Put into it so just just a heads up for that. Speaker 1 01:27:46 Perfect, so that that's not an issue at all. Speaker 5 01:27:48 So any of those basic accounts, I can't foresee any of them becoming an E three or an E five? As you had mentioned for some of the others. Speaker 1 01:27:56 Correct. So then that's fine, as long as they're just they stay on basic. I have my own Microsoft Tenancy. My daughter is on basic, because she does not need an application. She doesn't need the application. She's on her cell phone all the time. So, but when she goes to college, she has emails through my system, and I can track things. Um, I think the biggest thing I wanted you guys to look at is do we want to turn on Microsoft Purview. And do you guys want auto labeling, uh, and sensitivity labels on potential client data going out by email. Um, Because I think that was one of the biggest ones we saw that should be enabled. Speaker 8 01:28:40 Is that the the no spend option or. That's a no spend option, right? Yes. Speaker 8 01:28:49 But isn't the recommendedum option C, which cost about two hundred forty, that that's based on the audit finding, right. Document. It is if we add the compliance add- on. Speaker 1 01:29:06 So that gives you a higher level of data loss protection. Speaker 8 01:29:11 It's not necessary. Speaker 1 01:29:14 Not for right now. We can turn it on with the bare minimum that you guys have. What I'll do is I'll send you over a matrix next week. I have one. Of the different options we have and what might be good. And, these are things that you might want to think about outside of Copilot and AI. Uh, just to expand upon the protections that we already have in place. I will say this not to our crimson's horn, but you guys are set up pretty securely. We just want to turn on the data loss stuff for you guys. Speaker 1 01:29:45 Because that's, you know, that's hitting sooner rather than later. Speaker 10 01:29:50 And does that have to be decided like immediately? So I know there was a a date of May tenth within the executive summary. And we were wondering about that. Speaker 1 01:30:00 You guys have given me for a few things, and so I wanted to honor that as part of that date. Okay. Okay, but however that being said, we can just go to the strait. No cost option. Speaker 1 01:30:14 Turn it on. I can build it out for you guys, because I gave myself a higher license type. I can go ahead and turn this on for you guys now, and it's not going to affect you. We just got to keep my license in place. So I put it for me. For and that gives you access to almost everything. Speaker 5 01:30:31 I'm thinking about billing, and I know you said you activated a new account for you. Does that mean that Kutsen will be adding that other E five account onto its list and roster, or how does that work? I'm sorry. Speaker 1 01:30:43 I am gonna so I did turn that on for me, But I only turned it on to an E three, a higher level E three than what you guys have. Okay, and it's like. Five or six dollars more a month, So um that's the only thing you guys will see if we choose to keep it on. So it does get a higher level of reporting, which is needed for security things. But we're the only ones who receive that reporting, and then as you guys already know, we monitor you guys anytime we see alerts come through. We're already acting on it. The security team is on it within five minutes most of the time, unless it's after hours, then we let them sleep through the night. But we will wake them up if anybody tries to hack you. But if it's just something that's already caught. During business hours, we're on it after five minutes because we see it immediately. We do have a company that calls us and gets us out of bed if they see things. Speaker 6 01:31:38 Christy, for the. Speaker 6 01:31:41 Re specting everyone's time and yours as well. What doesn't make sense because again, I don't want to put any extra burden on you. Doesn't make sense for you to go through our comments and send your replies. I can send the file to you if you like and Again, with a few things that we added, and then what are the next steps that we should consider? Speaker 1 01:32:07 Send me the comments. S end me the PDF file so I have it. I would like to go through and answer those for you guys the best way. I can. Um. I am actually going to be working this weekend a little bit just because this week has been crazy busy. So I am going to probably get you an answer by end of day on Monday. Speaker 6 01:32:28 That's that's fine. That's fine and thenum. In terms of sort of uh. Speaker 6 01:32:36 Now, when you say" response" by the end of day Monday, response to these comments, right? Yes, sir. Okay. So what what? What is then, what are the next steps? What do we need to do? What do we need to decide and. Speaker 1 01:32:52 So for you guys, you just need to decide how you want to do the AI. Speaker 6 01:32:57 Like pick the different AI models, you mean? Speaker 1 01:33:02 Mhm. I go Copilot, Claude. ChatGPT, You guys, let me know. I am going to go ahead and start putting data loss prevention in place for you guys in the background. It's not going to stop anything you're doing. It's just going to apply sensitivity labels. Because, we want to go ahead and do that. No matter what AI version you choose. It's no cost. All it's doing is protecting you guys. Speaker 6 01:33:26 Um, is there uh, did did we we shared our policy documents. Dr aft with you, did we or did we not? I forget. Speaker 1 01:33:37 I think you sent me one policy draft a few weeks ago, Speaker 3 01:33:41 Or some comments to it. Um. Speaker 1 01:33:44 I don't know if you guys have reshared it with me since then or if you guys have made any updates. Speaker 6 01:33:49 Uh, I I don't know, but I'm just thinking okay uh. And when I said by the next steps, like do we then. Dis tribute the policy to everyone. Ask them to sign it. And then after that, we'll ask people, okay, pick an AI. Version you want to work with? Or or like are the uh when would the trainings be? Or you know things like that. Speaker 1 01:34:24 So the trainings. Oh, I'm sorry. Let me interrupt. Speaker 6 01:34:28 No, I just I just didn't know. Okay, well, what? What are we going to do? Um. Speaker 5 01:34:34 What's the timeline that we're we're looking at here? Speaker 1 01:34:38 So we the timeline's gotten changed a few times. We were trying to go for a May fifteenth deadline, but I think that got moved out. I have you guys slated, um, to start training with you guys on the seventh or the eighteenth of May. Okay. Does that sound right? Speaker 6 01:34:59 Now, would that then require, Is it sort of like A Teams or Zoom meeting where everybody would be present. Yes, sir. Okay. Because if that is the case, we would probably want a schedule that we can share with everybody here. To make sure, people have time and if. I would be very surprised if at any time that we pick, all nineteen people would be available. Yes. Speaker 1 01:35:35 What I normally Oh, I'm sorry. Speaker 6 01:35:37 So, I don't know whether it's being re-, it would be recorded, and then people can watch it later or I don't know what how that works. Speaker 1 01:35:44 Yeah. So I was pulling up my calendar to show you guys. I blocked off times that I know I am free. Um. Just in case, but I always do one to two classes, um, up to three classes per client. So. Um, I have I have Wednesday blocked in the morning and in the afternoon. Uh, You guys can see I have staff training for Excel right here for another client. Um, I have you guys blocked in the afternoons on Monday and Wednesday, and then the mornings on Wednesday and Friday for you guys to choose. It's only gonna be an hour long, but I blocked out more because if I don't, people are gonna. Speaker 1 01:36:22 Try to grab those times that they see this free in my calendar. And so, you guys are in here once we nail down the dates and times. This block goes away, and it's like this right here. Speaker 6 01:36:35 So I think, uh, now others, uh, in Casey Stephen Tyler please chime in. But I am thinking, it may be best if you could just let us know what are your available times. Because on Monday. We have a staff meeting where everybody is going to get together in the office. So that would be a perfect time to let everybody know. Okay. These are the next five steps in the AI. Project, we're going to choose a training, And then you know um you know, if if you do get the time just send us these things. And then when people can choose or should choose the AI. Speaker 6 01:37:20 Platform they want to use. You know, and apart from a copy of this of our comments for the. For the document you sent us, I'll send you our policy document as well. Uh, I don't know if. We can release that. We can get people to sign it, so that's. Just some clarity would be great. Speaker 1 01:37:52 Your meeting on Mondays. Speaker 6 01:37:55 The meeting I think starts at is it ten o'clock? Yeah, at ten o'clock. And it probably goes until what, twelve? I think you guys think. Probably ten to twelve is a safe bet. Speaker 1 01:38:12 Um, I'm just going to put a note in here for me. Um, I am going to get you next steps. D ates and times and everything before nine a m on Monday. Speaker 6 01:38:23 That's fine, and because you know by that time we'll all be in the office. So once we get your email, we can look at it all together and then. We will uh we will do that. Okay. And uh just after the call, I'll send you the copy of our comments. as well as a copy of our latest policy document. Okay. Speaker 6 01:38:51 Okay. Well, Chrissy, we greatly appreciate all your time and we're glad that you're. Guiding us through this very complicated process. Speaker 1 01:39:06 No worries. I'm glad to help you guys out as well. After this meeting, sometime this weekend, I'll send you guys a summary of this meeting as well. So that you guys have it. Speaker 6 01:39:15 Great. Thank you. Have a great weekend. Speaker 1 01:39:18 Thank you. Thank you, Christy. Thank you. Have a good weekend, guys. Bye-bye. Bye-bye. Oh.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=575a6e67-d282-4020-9216-195e6c1804eb&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3ODI5MDE5NiJ9.CgoKBHNuaWQSAjY0EgsI9rHJj4Tblj8QBRoMMy4yMzguNDkuMTA1Kiw3WXFHRkluV2k1ZGIwckptMUowVTl2U1UyTDJqL1o2c3Jhb2RHaGJhTldnPTCaATgBQhCiEcUObbAAEI9uqmSOa7yZShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.bOQXvgxUclOy-cv_a2V7_89dNiieB3bjYfO6OWmVFA4&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
Debrief: Agenda Deferral for Next Week's Meeting	- **Call Response**: Christi Brown called back after receiving an incoming call. - **Agenda Deferral**: With four minutes remaining in the meeting, Brown postponed her topic until next week because presenting it would take longer than five minutes. She noted the group preferred participating in a duck race over listening to her presentation. ## Action Items **@Christi Brown** - [ ] Present deferred agenda item during next week's meeting, next week (2026-09-07 to 2026-09-13)	Sep 2, 2026	Speaker 1 00:00:08 Hi, this is Christi Brown. I was getting a call from this. Speaker 1 00:25:11 So I actually have something I want to go over, but we only have four minutes left in the meeting, so I'm going to table this to next week because it it might take me a little bit longer than five minutes. So, and I know you guys would rather do duck race than listen to me talk for a moment.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=91fe4972-3bf9-4045-8c14-b2a73766757d&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODM3NDA1NCJ9.CgoKBHNuaWQSAjY0EgsIvteTj87IxD8QBRoNMzIuMTk4Ljc3LjE4NCosU2dpd1B3dHpVQnRiQzMrYVpGMTYzRGZMd0loNmRlNWNPbU1LbEtGSEhCaz0wmgE4AUIQojdVxecAAAAgBaBdsQK6lUoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.l4KHatLfwU9e-eW6uGk3u-ejAFTr6MwrIXnDYUxl6wo&ApiVersion=2.0	Processed▾	Present deferred agenda item at next week's meeting	✓	Crimson Internal▾	Crimson IT	covered by 906893 - verified 2026-09-09 EOD transcript sweep	SAME MEETING as CIT Weekly All Hands 9/2 (entry 906893). Tail of the recording is Christi tabling her agenda item to next week with four minutes left. Duplicate Plaud segment of the all-hands, not a separate meeting.	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\2 - Internal Operations\Meeting Recordings & Transcripts\Crimson\Meeting Transcript - Debrief Agenda Deferral for Next Week's Meeting.txt	—	✓
05-05 Pulong sa Operasyon: Billing/ConnectWise QA, Kellogg Prepaid, Winegard Contacts, at Licensing Decisions	## Impormasyon ng Pulong > Petsa: 2026-05-05 21:01:11 > Lokasyon: [Ilagay ang Lokasyon] > Mga Kalahok: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 5] [Speaker 6] [Speaker 7] [Speaker 8] ## Mga Tala ng Pulong - Rescheduling at attendance/overbreak issue (Mark) - Na-miss ni Mark ang session; napagpasiyahan ni [Speaker 2] na i-reschedule dahil kritikal ang input niya sa layunin ng meeting (pain points sa constructions, milling, procurement). - Napropose ang Huwebes, 2026-05-07, 10:00 a.m.; tinanggap ng lahat. May hiwalay na meeting sa hapon para sa “Ani/Related.” - Naobserbahan ang 2 oras na overbreak ni Mark (12:06–2:40); magpapadala ng paalala tungkol sa break adherence at heads-up sa group chat upang maiwasan reputational risk. - Layunin ng session: pain points sa constructions, milling, procurement, at billing/admin - [Speaker 2] pansamantalang nag-takeover sa role ni Marvin at nireview ang mga proseso; hiling sa lahat na maghanda ng listahan ng pain points at gaps para sa rescheduled meeting. - Kasama sa tatalakayin ang billing/admin issues at mga dati nang isyung kailangang linawin. - Training at tracking: Kellogg prepaid hours - May prepaid agreement ng 200 hours; hindi pa malinaw ang eksaktong monetary terms (“15,000” vs “5,000 for 200”). - Workflow: Monthly sheet (hal. Abril 2026) sa client folder ng Kellogg; gamitin ang “Kellogg prepaid agreement” last modified Marso 31; tiyaking tugma ang ending balance sa reconciliation. - Data source at nuance: Company Finance → Agreement → Reconciliation; i-download ang time entries, siguraduhin ang late-day entries (hal. hanggang 3/31/2026). Kapag di pa closed ang ticket, maaaring di nababawas ang hours; balikan bago mag-export. - Heads-up thresholds: Mag-notify sa Sales kapag natitira ang 50/30/10 hours para maghanda ng bagong code/bucket. - Pag-uugnay sa Billing (TS/TES) at invoicing cadence para sa Kellogg - TSP billing schedule: Tuwing unang araw ng sumunod na buwan (hal. April tickets billed sa May 1). - Kellogg report cadence: Last Friday of the month; dapat i-check ng billing team ang closed tickets at invoicing board bago magpadala para siguradong billable ang entries. - TES side: Noong Abril walang closed ticket; may entry si Nick noong Mayo 4 (kasama sa Mayo). - Report formatting: Sa ConnectWise export, hindi lumalabas ang service ticket details; manu-manong nilalagay ang summary/title sa report. - Handover: Recipient si Charles (Kellogg); ipapasa kay [Speaker 5] (Christian) ang buwanang pagpapadala ng report, kasama ang sample email/previous formats; final output XLS/XLSX. - Time entry at data quality sa ConnectWise - May paulit-ulit na maling entries (hal. “salesperson” field, MTX mapping, notes napupunta sa internal comments). - Rekomendasyon: Ayusin ang mali at bantayan ang expense/sales mapping; magtakda ng QA checklist at periodic audit bago report/billing. - Paglala ng headcount at gastos (catering/backstage meeting) - Backstage meeting sa Thursday para sa 13 katao sa HQ; breakfast catering ~500 (currency hindi malinaw), mas mataas kaysa sa past EOS meetings (3–4 katao; 100–200). - Nabibigatan si [Speaker 2] sa admin requests/ad hoc tasks; kailangan ayusin ang assignment ng admin tasks. - Travel update (Paris traveler) - Miyembro nasa Paris; piniling manatili sa original flight (May 6) dahil walang direct flight sa May 7; next direct May 8. - Dependency sa travel group update (Anton/EAD); hirap tumawag sa restaurants dahil oras, naayos sa umaga (Pacific). - Handover at bandwidth para sa admin tasks (Stephanie/marketing) - [Speaker 2] humiling ng updated task list mula kay Stephanie na may frequency (daily/weekly/monthly) at oras kada task. - Target: 2–3 oras/day para sa admin; hindi lahat ipapasa sa kanya dahil walang pay adjustment; tukuyin ang recurring reports na puwedeng kunin ni Stephanie at overlaps kay Christian. - Procurement at task ownership - May usapan kung sino kukuha ng procurement/meeting-related tasks; may pagtanggi mula kay “Baggy.” - Wala pang final assignment; kailangang magtalaga ng responsable para maiwasan bottlenecks. - Licensing/quote issue (Cisco/New Urban; Ivy/Payton/Vincent/Daniel) - [Speaker 8] nag-order ng license; nag-resend si Ivy ng bagong quote batay sa tanong ni Payton sa yearly cost (~1K/year). - Options: 1-year vs 3-year, co-term, subscription license; kailangan i-cancel/align ang nauna sa proposal. - Nag-email para i-expedite kay Daniel (Cisco) dahil mag-i-end ang license; pending pa ang final decision ni Payton. - Client communication sa price increases (VI/Olivia/Vince/Seg/Mike) - May reklamo sa increase na walang heads-up; email ng VI nagpakita ng impresyong “hindi nila alam.” - Kailangan malinaw na client heads-up at internal ownership; Seg nagbahagi ng practice ng proactive heads-up sa significant changes. Wala pang finalized process change. - Pag-optimize ng reports at data export - Sobrang hinihinging PDF/graphs; linawin ang layunin: tamang billing amount at quantity. - I-streamline: unahin ang user list para sa adjustments; gamitin spreadsheet exports mula ConnectWise para reconciliation. - Invoicing issues at recipients (Winegard/Barker Management/RealPage) - May ticket na naka-DNU; pansamantalang manual invoicing habang ina-ayos. - Double-check kay Vlad kung saan isi-send at sino ang tatanggap; i-validate recipients (RealPage Portal email, Benjamin Sauval, iba pang Company Finance contacts) per site (Weingart Towers LP, Tower 1A, Rose/Primrose). - Kailangan i-screenshot at i-confirm ang recipients at site mapping bago magpadala. - Update ng contacts at notification defaults (Winegard) - Alisin si Tonja mula sa lahat ng billing notifications/alerts; gawing default si Jason Tucker para sa lahat ng Winegard issues. - Repasuhin ang defaults sa service tickets; may instance na si Dimitri ang default—i-audit upang maalis ang maling recipients. - Pamamahala ng Winegard tickets, defaults, at site/company mapping - Lahat ng Winegard issues dapat default kay Jason (ayon kay Anzor); tamang “Attention To,” “Contact,” at “Bill To” sa invoices ay kritikal. - Ang “Company Finance” summary ay hiwalay at CC-only kung naka-tick; tiyakin ang tamang settings. - Tumpak na “Site” sa invoice (Tower 1A variants, HQ, SMB) at tamang company associations (hal. Parker Management vs Winegard Tower LP); mag-add ng kulang na sites/companies sa system sa pamamagitan ng formal request (kay Chinky/Christian). - Kung walang existing company (hal. DESA/Desarrolladora sa Mexico), mag-add sa ConnectWise o manual handling; gumamit ng iterative testing bago final invoice. - Spreadsheet registry para sa Winegard contacts - Gumawa ng spreadsheet per site (site contacts, billing contacts) para standardization ng recipients at contacts; magdagdag ng add-in para common reference. - Coordination at communication gaps - Mabagal ang communication ng ilang stakeholders (Vladimir, Mark); maglista ng operational problems para ma-standardize ang steps moving forward at magkaroon ng escalation matrix. - Time entry, billing dispute, at RDP issue - Billing adjustment: from 853 naging 662 dahil sa March 31 setup tasks at unforeseen RDP issue. - Reklamo ni Ozzy sa tagal; tugon: may outreach si Moritz kay Ozzy at Lynette. - “White glove” approach ni Olivia; target ang transparent explanation ng scope/oras; retain ang 2 hours; naghihintay ng alignment kay Olivia. - Daily tasks at pre-billing audit workflow (Stephanie) - Pansamantalang gawain: daily triaging sa Teams, add/minus ng Microsoft licenses sa ShareWeb, monthly invoice reconciliation/audit. - Pre-billing audit: Mag-generate ng ticket na “New”/“Under Review” para sa significant added products (hal. PAF AVD item); auditor (Stephanie) maglalagay ng product description/justification, at magpapasa kapag “done.” - PAF billing issues at credits (Azure/AVD/QB) - Meeting sa 2026-05-06 16:00 (kasama CEO). - Dobleng charge sa March: Azure Virtual Desktop (Desktop for QB) vs Microsoft Azure Plan; i-credit ang maling “360” at i-retain ang tamang Azure Plan. - Confirmed: AVD backup/disaster sa Datto ay hiwalay na item; credits na na-apply: F3 licensing removal; 2017 Siemens Sophos na-remove. - I-communicate kay Mike ang credit at adjustments bago ang pulong. - ConnectWise agreements sequence management - Isyu sa item sequence (nagre-reorder kapag may bagong product/end-date); workaround ang manual ordering (hal. MSP workstation #1). - Mungkahi: makipag-ugnayan sa ConnectWise para fixed ordering kung posible. - Iba pang operational items - Hardware refresh follow-up: may old items na hindi na-remove; kailangan update para maiwasan duplicates. - Reimbursements (binanggit si Christian): kulang ang detalye, kailangan ayusin ang form at approval trail. - Scheduling/attendance: hinanap si Marvin; posibleng may ibang meeting. - Fixed rate at MSA/MSTS - Usapan sa fixed rate adjustments (55 vs 57/58/61); [Speaker 3] iginiit na “55 lang, fixed rate yun.” Walang final na desisyon. - Banggit sa MSA/MSTS; tila tumutukoy sa kasunduan sa serbisyo; may visibility issues sa KPM. - Quarterly agreement sync at ARCRO transfer request - May “Quarterly agreement sync up” na kailangang i-update/reopen. - ARCRO transfer request: kulang ang “filled-out Excel” attachment; kailangan mag-reply sa email at ipadala ang kumpletong file; linawin kung konektado sa “Dropsuit Migration Coordination.” - Recording/transcript at stakeholder friction - Hihingi ng recording/transcript ng nakaraang meeting (“Pro na transcript”); kailangan ng data para suportahan si Jason (bagong director) sa posibleng friction kay Antone. - Walang tiyak na petsa/oras na naitala sa transcript na isi-share. - Purchases at approvals (nook/equipment) - Kailangan bumili ng “another nook” (~599, Amazon); magbukas ng ticket at approval; tukuyin ang modelo at petsa; i-log ang expense. - Time entry at overtime concerns - Ilang kalahok stressed sa time entry at posibleng OT; walang napagkasunduang solusyon sa workload. ## Susunod na Ayos - [ ] I-reschedule ang session sa Huwebes, 2026-05-07, 10:00 a.m.; ihanda ng lahat ang pain points/gaps sa constructions, milling, procurement, at billing/admin. - [ ] I-check ng billing team ang invoicing board at closed tickets bago magpadala ng Kellogg monthly report; i-handover kay [Speaker 5] (Christian) ang pagpapadala kay Charles, kasama ang sample/previous email formats; output: XLS/XLSX. - [ ] I-update ang Kellogg prepaid tracker para sa Abril 2026; tiyaking tugma ang reconciliation at ending balance; mag-heads up sa Sales sa 50/30/10-hour thresholds. - [ ] I-review at itama ang maling time entry fields (hal. “salesperson,” notes sa internal comments, MTX mapping) sa ConnectWise; magtakda ng QA checklist/audit cadence. - [ ] I-finalize ang catering details at budget para sa Thursday backstage meeting (13 attendees) sa HQ. - [ ] I-update ang travel group records batay sa final flight ng Paris traveler (uuwi sa May 6). - [ ] Stephanie: I-submit ang updated task list (frequency at oras); i-assign ang daily triaging, ShareWeb add/minus licenses, at monthly invoice reconciliation/audit; i-set up ang pre-billing audit ticketing workflow. - [ ] Magtalaga ng responsable para sa procurement tasks at linawin ang scope; iwasan bottlenecks. - [ ] Maghintay sa desisyon ni Payton at i-align ang Cisco/New Urban license (co-term vs subscription; 1-year vs 3-year); i-execute ang cancellation/expedite depende sa final decision. - [ ] Maghanda at magpadala ng client heads-up template para sa price/renewal changes (VI at iba pang accounts); maglatag ng SOP at approval flow. - [ ] I-manual ang invoice para sa naka-DNU na ticket; i-confirm kay Vlad ang routing at recipients; i-compile at i-screenshot ang recipients list (RealPage Portal, Benjamin Sauval, Company Finance) at i-validate per site (Weingart Towers LP, Tower 1A, Rose/Primrose). - [ ] Alisin si Tonja mula sa lahat ng billing notifications; gawing default si Jason Tucker para sa lahat ng Winegard issues; i-audit ang service tickets para sa tamang defaults. - [ ] Gumawa ng spreadsheet registry ng Winegard sites (site/billing contacts, history, agreements); mag-heads up kay Chinky sa lahat ng changes; ipa-add ang kulang na sites/companies (Tower 1A variants, HQ/SMB, DESA/Desarrolladora) sa system sa pamamagitan ni Chinky/Christian. - [ ] I-double-check ang “Bill To,” “Attention To,” “Site,” at CC settings bago mag-send ng invoice; magsagawa ng iterative testing (“Save,” “Make Invoice”) para maiwasan post-editing. - [ ] I-finalize ang communication kay Olivia sa billing adjustment (662 vs 853; retain 2 hours); kumuha ng written sign-off. - [ ] I-apply ang credit sa March invoice para sa nadobleng Azure (Desktop for QB vs Azure Plan) at i-highlight ang adjustments; i-communicate kay Mike bago ang PAF meeting; i-confirm sa Datto ang AVD backup/disaster charges. - [ ] Makipag-ugnayan sa ConnectWise tungkol sa fixed sequence sa agreements/invoices; i-document ang workaround kung di posible. - [ ] Mag-follow up sa hardware refresh para ma-remove ang old items; maglista ng apektadong items at target dates; ayusin ang reimbursement form, approval trail, at SLA (binanggit si Christian). - [ ] Magpadala ng paalala kay Mark tungkol sa lunch break/overbreak at escalation path kung maulit; i-formalize ang attendance/break policy. - [ ] I-update/reopen ang “Quarterly agreement sync up” item; magtalaga ng owner, scope, at timeline. - [ ] I-reply sa ARCRO transfer email; ipaliwanag ang missing attachment at magpadala ng kumpletong filled-out Excel; i-clarify kung sakop ng Dropsuit Migration Coordination. - [ ] Ipadala ang recording/transcript ng nakaraang meeting (para kay [Speaker 7]); magbigay ng listahan ng participants (Chris Howard, Massis - IT Manager, Foothill) at iba pang meeting details. - [ ] Tukuyin at bilhin ang “nook” (modelo, supplier, presyo ~599) pagkatapos ng approval; mag-log ng expense at ticket ID. - [ ] Maglatag ng escalation matrix at contact protocol para sa communication gaps (Vladimir, Mark, Ozzy); i-standardize ang steps moving forward. ## Mungkahi ng AI - Walang malinaw na monetary terms sa Kellogg prepaid agreement; humingi ng opisyal na dokumento (halaga/currency) at ilink sa tracker. - Tukuyin ang accountable owner at SOP sa billing side ng Kellogg (TS/TES vs third-party firewall management). - Maglatag ng RACI para sa procurement at meeting-related tasks upang maiwasan bottlenecks. - Licensing decision (Payton) ay time-sensitive; magtakda ng deadline at fallback plan bago license end-date. - Standardize ang client heads-up process para sa price/renewal changes (template, approval flow, timing). - Itayo ang central spreadsheet registry ng per-site billing contacts at notification defaults; mag-audit ng service tickets (Tonja removal; Jason default). - Tukuyin owner at SLA sa pagdaragdag ng bagong sites/companies sa ConnectWise; formal request path (Chinky/Christian) at turnaround time. - Magtakda ng criteria at approval flow sa pag-classify ng “service ticket” vs “project” (hindi lang 4-hour threshold). - Gumawa ng checklist para sa invoice audit ni Stephanie (criteria, timeline, reporting format) at dokumentadong credits process (approval, client comms template, tracking). - Kumuha ng opisyal na sagot mula sa ConnectWise sa fixed ordering ng agreement items; kung wala, i-dokumento ang manual sequencing at QA check. - Mag-define ng remediation para sa AM accountability (ownership matrix, RCA, follow-up cadence) at coaching plan para sa isyu ni Ivy (scope, steps, timeline, acceptance criteria). - Ayusin ang MSA/KPM visibility issue; tukuyin root cause at action plan; i-validate ang “601” at “cool your spot” item sa RT. - Magtalaga ng owner, deadline, at content para sa update kay Pete (kasama ang status ng “increase ng 5%” at anumang related items).	May 5, 2026	Speaker 1 00:00:00 Hey. Speaker 2 00:00:01 Guys, sorry late Ay, naka-lunch ba si Mark? Speaker 3 00:00:12 Di pa siya nakakabalik, Dapat yan, hindi pa siya nakabalik. Speaker 2 00:00:16 2 hours na call mo siya, Kasi nung minsan, ito ha Kung sino yung mga nagtaga USN Sa group chat ng Team Philippines, Minsan natsicheck nila kung sino yung Bumabalik na ng more than ano, So, tawagan mo na siya. Baka ma-call out. Oo, kasi Mahirap ipaglaban yung ganyan, Kasi may evidence sa group chat. Speaker 2 00:00:43 Baka na over, ano siya, Overbaked na nga kasi kanina pa pala, 12. Speaker 3 00:00:47 Nakatulog. Speaker 2 00:00:50 For sure. Speaker 4 00:01:06 Wait, kailangan na ba tayo ni Selka, no? Maggie? Speaker 2 00:01:36 Ah, piniisip ko, since wala pa si Mark, kung i-reschedule na lang muna to. Speaker 5 00:01:49 Ano, i-schedule naman tayo? Ah, sige. Gusto mong sumasagot to? Speaker 2 00:01:53 Gusto mong sumasagot? Hindi, kasi kailangan ko si Mark dito eh. Speaker 2 00:01:57 Hindi natin makachieve ang goal pag wala siya here. Speaker 2 00:02:03 Anong sabi niya? Speaker 2 00:02:06 Free na pa kayo na Kasi baka ma-overtime kami Okay, ganito na lang Since wala pa si Mark Let's see Hanap tayo na, Okay lang ba sa inyo? Rest God and Thursday? Speaker 3 00:02:31 Wait lang, anong oras kaya? Speaker 2 00:02:33 Around. Speaker 2 00:02:35 10 a.m. Speaker 3 00:02:37 Umaga na lang. Speaker 2 00:02:39 Morning. Eh, 10 a.m. na lang natin Thursday. Kasi sunod-sunod na rin yung meeting ko after nito eh. Speaker 3 00:02:45 Oo, okay lang. Kasi hapon pa naman yung meeting namin kay Ani. Kay? Or one day. Kay Related. Tututs lang. Speaker 2 00:02:56 Sige, sige. Ang goal lang naman nung meeting na to is since, Di ba nga recently nag-takeover ako nung role ni Marvin is, I revisited the process related to constructions, milling, and procurement. So, I just wanted to identify if there are pain points that you want to address, Any gaps that we need to talk about so that we can make a resolution. Speaker 2 00:03:27 So, now, since Mark is not here and I need his input, I-reschedule na lang natin Yung Thursday. Pero, If meron kayong, Maipaprepare na list Of, Pain points Na gusto nyong, I-bring up sa Meeting, Sa Thursdays, Feel free to do so, Para at least Ready na tayo sa list, Na pwede nating I-review together. Yun lang naman. So, Sige, wait. Speaker 3 00:03:51 Kasama naman yung Parang billing Or ano. Kasi alam ko Admin pa rin yun. Speaker 2 00:03:57 Oo, kasama yun. Isa yun sa mga Pag-uusapan natin. Kasi, alam mo ko naman, na-aware ka din, Moro Miguel. So, syempre, may mga naririnig-rinig tayo minsan And may mga na-encounter ako mga issues na feeling ko dati pa. Hindi lang ako sure, pero gusto ko malaman kung anong nangyayari. Pero, ayun, since hindi ka pag-usapan natin ng Thursday, Or at least we're all on the same page and moving forward, meron na tayong. Or solution sana. Speaker 2 00:04:29 Ay, wait. Tumatawag na sige. Sige, imove na natin Na turn and turn. Sige, tumatawag. Sige, tumatawag na tayo, Sa kapitang meeting. Thank you, Miguel. Thank you. Okay, bye-bye. Speaker 4 00:04:38 Bye-bye. Speaker 4 00:04:43 Hello. Speaker 2 00:04:47 But that's good, In the meeting, yo. Diyos kuday, Overbreak si Mark. Alas, Two hours nang wala. Speaker 2 00:04:54 Awe. Oo, alam mo ba? Huwag nang chiga-chiga sa iba, ha? Eh, dati kasi tinatanong ako ni Si Christy, lagi nakakapansin. Speaker 2 00:05:04 Oo. Bakit? Ano oras na bumabalik si Eno? From lunch. Smart. Oo. Dati pa niya napapansin. Kaya sabi sa akin, Obserbahan ko daw. Yung walang naman napansin. Kasi hindi ko naman na kayo, Minomonitor kung ano oras kayo bumabalik. Kasi may unsay mo na kong Daday-daday. Una-una sa lahat, Responsibilidad nyo yan, At alam yung, Isa yan, Alam mo yung integrity na lang, Te. So, Yun nga yung, Ano ko, Speaker 2 00:05:35 Na, Tsaka hindi na para, I-micro-manage ko kayo na, Huy, Nasan ka na? Huy, Nasa, Ganun na, Parang, Ay, Nakakaano din yan ha, At ayoko ng ganun, Ano, Yung, Isa-check ko kayo From time to time. Speaker 6 00:05:49 Oo, or magpaalam kung ano. Speaker 2 00:05:52 Oo, kung ma-overbreak, like, Ay, real, I'm not feeling well, Baka ma-overbreak ako, heads up lang, ganyan. So, ganon. Speaker 7 00:06:01 Well, anyway, okay, let's proceed. Okay, wait. Okay, so this one, Ay, wait lang, i-record natin. Okay. Speaker 7 00:06:10 Ay, Christian, ikaw mag-record para mapunta sa drive mo. Speaker 5 00:06:14 Sige. Eh, nasan yung fighter? Alam kong may kailan tayo ngayon, di? Speaker 7 00:06:21 Oo. I-record mo muna, Mi, Before tayo mag-start. Ay, ito pala. Sorry. Speaker 5 00:06:27 Sa isip ko mag-screen share. Ayan. Speaker 7 00:06:33 I-record mo na. Wait lang, antayin natin. Yes, siya. Speaker 7 00:06:39 Wala pa nagpapakita ang recording. Ayun. Okay, so my... Okay, so... Right now, we're talking about The Kellogg Hours. And our purpose, for the record, Purpose of this Meeting is, Training for the Kellogg Hours. Speaker 5 00:06:59 Inay accent. Speaker 6 00:07:01 Go. We'll go back to the Philippines. Speaker 6 00:07:09 Visit. Speaker 7 00:07:12 Anyway. So, this one, why are we monitoring the Kellogg hours? Because the agreement that we have with them is like a prepaid agreement of like allotted hours that they have already paid. I think for this one, it's like 200 hours worth 15,000. So, they have already paid for that. So, Charles wants to, you know, monitor it every month kung ano yung mga. Nababawas dun sa hours na yun. Speaker 7 00:07:43 And then, if the hours are, Already depleted, like 10 hours na lang yung natitira for That one, we need to, Reach out, Inform sales and, That the Bucket hours of Kellogg's, Are already this one. Para, Makagawa na sila ng another Code for another bucket of hours. Speaker 5 00:08:05 So, 5,000 Right? 5,000 for 200. Speaker 7 00:08:09 5,000 ba? Hindi, more than that. Ah, 5,000. Okay. So, yung, Tracker natin for this one Is in the client folder, In Kellogg. Alam mo naman kung nasa na yung client folder, Diba? This one. Speaker 7 00:08:29 Tapos, eto, Delete na natin. Ay, old. I-rename natin ito ng old. I-rename ko siya ulit kayo ng old. So, what we're going to use is the Kellogg prepaid agreement that was last updated or modified last March 31. So, we always do this every end of the month. I send it to them every last Friday of the month. Unfortunately, I haven't had the chance to send it last week because I'm busy. Speaker 7 00:09:07 Pati hindi ko na television na harap. Anyways, and then, ayan. So, what I do is always, like, just create another sheet for every month. So, let's create for April 2026. Speaker 7 00:09:28 Okay. So, where natin makikita yung mga details? It's in Company Finance. Nagtatime entry kasi ako kanila. Speaker 7 00:09:42 Wala pa akong time entry. Okay, Kellogg. Speaker 7 00:09:48 And then, go to their agreement. Speaker 7 00:09:51 And then, add this one. Prepaid support agreement. Speaker 7 00:09:57 Ayan. So, need mong pumunta sa reconciliation dito para... Ay, ako nga, 5,000. Yung bakit? 5,000. So, ang na-use na as of today is 111.12 hours adjustment. Available is 142. Okay, so, need mong punta dito sa reconciliation. And then, yung last nating sinensahan nila is, where is that one? Speaker 7 00:10:29 Dito, until 3.31. 3.31, 2026. So, this one. Punta ka pa rin ng 3.31. Kailangan mo punta ng 3.31 kasi minsan hindi nakaka-capture yung mga hours ng hapon. Baka may ginawa tayong tiket sa kanila ng hapon or something like that. And then as of April 30, sabihin natin. Speaker 7 00:11:06 Okay. Ayan. So, ito yung mga tickets or mga time entries na nalas sa prepaid agreement nila. So, you can just download that one. Okay. O, yan yung meeting ko mamaya. Speaker 7 00:11:35 Tapos, ito, saan na yun? Speaker 7 00:11:41 Cell of Payment Agreement. Ayan, ang need mong i-make sure dito is, Dapat same yung ending balance na 154.3 Dito sa ending balance dito. Speaker 7 00:11:59 Yes? Kasi minsan kapag hindi pa closed yung ticket, Tapos meron silang time entry for the past like February or March or April, pero hindi pa closed yung ticket. Kapag gagawa ka ng ticket for, eh tama ba? Wait lang. Kung hindi pa na-close yung ticket pero may time entry sila during February and March, oo hindi pa siya. Speaker 7 00:12:30 Na de-deduct dito. So, need natin siyang balikan. So, eto, mas madali siya kasi Same naman yung. Speaker 7 00:12:43 Same naman yung hours dito, At same yung hours dito. So, wala kang babalikan. So, ang gagawin mo lang, For April is Update mo lang yung mga, Necessary details. So, this one, 154.30 And then, Ito is 204.30 2026. Ayan. Speaker 7 00:13:14 Starting balance. Speaker 5 00:13:17 Ayan. So, Speaker 7 00:13:19 Yeah. Just copy this one. Speaker 5 00:13:20 Sila ko, nor din. Speaker 7 00:13:22 Ah, kay Charles lang. Pinapadala. Speaker 5 00:13:28 Si Charles ba? Speaker 6 00:13:35 Ah, Charles. Si Charles. Charles ng Kellogg. Sorry, sorry, sorry. Speaker 6 00:13:40 Eh, Sabi mo, Speaker 7 00:13:43 Arti ng taong. Ano si Charles? Ayan. Speaker 7 00:13:50 So, yung... Speaker 2 00:13:50 Di, wait lang. Pag yung Sa billing site, Di ba TS billing yan? Speaker 7 00:13:56 Ah, ah. So, hindi ko alam actually kung sinong nag-bibiling side na dito. Sili ko si Marvin. April. Speaker 2 00:14:03 Ah, ako sa TES, pero meron sila pang monthly agreement, yung third party kasi. And, tawag dito, yung isa pa, firewall management. Pero sa TES side, kasi nung nag-check ako nitong April, wala silang closed ticket. So, walang napunta sa invoicing board. Ngayon, nag-check ako, meron si Nick. Which is May 4 kahapon. Ay, ganun? Speaker 5 00:14:28 Ah, May 4 kahapon. So, for May na yan. Speaker 7 00:14:31 O, hindi. Kasi ang in-export ko lang Is until 4. Ay, until April 15. Speaker 2 00:14:38 Kasi mabibid lang sila Sa mga closed tickets. So, isi-check mo pa Sa invoicing board, Kung billable ba talaga Or hindi. Oo. Speaker 7 00:14:46 So, before, So, dapat before, Kaya, Kaya siya sent to sa kanila, Every last of the month. Kasi, Dapat natapos na rin ng billing team na ma-check lahat ng tickets before that. Before tayo makapag-export and send ng report sa kanila. Speaker 5 00:15:04 By day of every day last week. Speaker 2 00:15:07 Ang date ng TSP billing kasi is every first day of the month. Speaker 2 00:15:14 Of the following month. Let's say April. So, kung yun, kunwari, April 30 mo siya sinend, yung report na yan, By the next day, May 1, yun na yung start ko ng TSP billing na kailangan kong tapusin. Ng May 1 din. Ah, ng May 1 din. Ah, the whole day. Speaker 5 00:15:29 Ah, may nagsisend ko siya ng ano? Speaker 2 00:15:32 Send ko siya ng May 30, May may 30 ba? 31? Speaker 5 00:15:37 30 lang. Pero, ibig sabihin, Last Friday daw. Last Friday of the month. E di mas mauuna yung pag-send ko niyan Kesa yung pag-check ng Available ba yung tickets or hindi. Speaker 7 00:15:50 Ano, paano ba? Bakit ba mauuna lang yung Kellogg's? Yung Kellogg's Ang arty naman Wait Mauna ang i-bill Si Kellogg, Mauna lang i-check, Yung TS Ni Kellogg, Para males Siya sa agreement, Na sinesend, Wait. Speaker 2 00:16:06 Magchecheck ako Ng ticket, Pag nasa Invoicing board, Na kasi And pag close na Yung ticket. Speaker 5 00:16:12 Kaya nga, yun. Speaker 2 00:16:16 Lang siya, Kung hindi makita ko Ganun lang Pasok sa invoicing board, Ang sinasabi mo ba is Before ka mag-send ng report, I-check ko na yung sa invoicing board Yung pumasok na time entries. Speaker 7 00:16:30 Ni Kellogg. Speaker 7 00:16:34 Teka, kasi Nagsasend tayo ng report sa kanila Every Last Friday of the month. May recurring ticket kanya. Meron, meron recurring. Speaker 5 00:16:46 Meron recurring ticket yung ano. Speaker 7 00:16:49 O ikaw na yun, Christian. Ikunin mga harap. Speaker 5 00:16:50 Meron recurring ticket. Speaker 7 00:16:52 O kasi Christian, ang gagawin mo lang naman dito is i-add mo lang naman kung nasa prepaid hours siya or sa agreement eh. Para magpakita. Diba? Speaker 5 00:17:02 Sige, okay naman. Speaker 2 00:17:04 Wait, anong context bakit kailangan i-identify kung sa prepaid or sa agreement? Speaker 5 00:17:12 Nababawas kasi yung time entry numbers. Speaker 2 00:17:16 For example, anong allotted hours yun sa 5,000 na yan? Ito, yung prepaid support agreement is 200 hours for 5,000 per month. Speaker 7 00:17:27 Hindi siya per month. Until maugos yung 200. Until maugos. So, kapag dapat kung nasa 50 or 30 na ito, Mag-reach out, Heads upan mo na ang sales team at siya si Anzur, Na yung prepaid support agreement ni... Kellogg's is only At 30 already, So we need to Prepare another one, Yes Ayun. Speaker 2 00:17:54 So paano Ayun naman, We make sure na Hindi ma Ano yan, Matadrop Like, Since sabi mo May recurring ticket, Bumagawa End of the month, Meron ako recurring ticket Yes, Ayun, And then Kung tuwing kailan Dapat magchecheck si Christian Na, O nasa 30 50, Ano na sila, Hours. Speaker 7 00:18:13 Ay bakit kita, Kapag gumagawa ka naman Na ng, Um So, Yung monthly report na ginagawa mo, Ayun, malalaman mo na Kung magkano yung, Ending dollars. So, makikita mo, Dito, may 147.17, Hours Available sila. Speaker 5 00:18:35 Pero, Na-close na yan. Oh, this already closed already. Yes, yes, yes. Pero hindi pa na-review. Speaker 7 00:18:44 Na-review na dapat. Hindi ba pag Wala na yun Nung nag-check, Kapag nawala na. Speaker 5 00:18:50 Ayun, nag-test na pala Si April, Wala akong na-review. Speaker 7 00:18:54 Ng April, Kasi walang Walang pumasok, Walang na-close. Speaker 6 00:18:58 Kasi it is. Speaker 7 00:18:59 This one, Are the tickets, That are closed Nung, April, April 3 April, yeah, Basically April. Speaker 5 00:19:10 So yan yung pwede, Kong i-review hin, Before sending, Tapos, once send and confirm, Saan nilang i-invoice? Speaker 7 00:19:18 Hindi. Feeling ko, wala na Kasing nagpapakita kasi yung mga, Tech, nilalagay na nila Sa tamang agreement Yung time entries nila. Speaker 2 00:19:27 Actually, napansin ko, medyo nag-improve yung iba sa kanila. Meron talagang mga ngalan-ngalan, Na paulit-ulit. Alam mo ba si Bogdan? Ang tataka ko, As in, ang grabe, ang dami. As in, in-update ko siya isa-isa. Puro hindi naman billable kasi covered na nung agreement. Tapos, si Bogdan, Nagtataka ako, bakit lagi Sa salesperson ang ginagamit minsan? Salesperson ka ba? Speaker 6 00:19:51 Hindi, ano, Pruil, kahit tayo, May mali sa ConnectWise, hindi ko alam Kung paano. Hindi, auto-generated siya. Ay, wait, MTX yan. Ah, baka. Speaker 2 00:20:01 MTX ang gamit ni Bogdan eh. Tapos yung iba, yung mga notes nila, Napupunta sa pinaka-bottom na comment internal. So, wala dun sa pinaka-ano. Speaker 2 00:20:11 Eh, field ng notes. Speaker 5 00:20:13 Naku, sinapansin ko yung entry lay Na kapag mag-sales minsan, Sa expense ba yung minsan? Gusto meron akong may, Pansin na minsan. Speaker 8 00:20:24 Palitan mo yung... Pero ako na lang din. Ha? Oo, palitan mo kapag sa expense? Speaker 6 00:20:30 Kaya na, oo nga. Oo, hindi yung connect wise. Kapag napansin ko na ba, Hindi ko napansin. Ay, di ba yun? Okay. Speaker 7 00:20:38 Naku, pinapalitan ka. Wait lang, Tapos muna natin itong mga bi. Tapos, ang next Yung gagawin, Christian, is Naayos mo na yung hours. Dito sa service ticket, Kasi pag in-export natin, Yung mga In-export natin siya from ConnectWise, Hindi nagpapakita yung service ticket. Gusto ni Charles, medyo kahit may Summary or kahit yung Summary lang ng service ticket. So, yun yung manual na ginagawa ko. Pero, minsan kasi, Yung Ano naman nila, yung. Speaker 7 00:21:11 Mga, Time entries dito is pare-parehas Naman ng service ticket. So, Nalagay ko lang siya ganyan. Parang Ito, copy-paste. Ganyan lang. Ay, ano ba yan? Speaker 7 00:21:25 So, yan. Speaker 5 00:21:26 Title na lang na service ticket. Speaker 7 00:21:29 Ito lang. Ito lang yung nilalagay ko. Speaker 7 00:21:33 Siyempre, hindi na natin papahirap Yung sarili natin na basahin pa Kung anong mga ginawa nila. So, kung may question na lang siya In the end. Ano yung ginawa dito. Doon na lang tayo Papasok. Pero, as of right now, Naman walang sinesend si, ay walang Um, hindi naman, Nagtatanong si Charles. Charles, kasi Charles lang yung sa atin, Without S. Speaker 5 00:21:57 Yes. Amen. Send mo rin sa akin yung sample email Mo na sinesend sa kanya. Speaker 7 00:22:03 Magsasend ako sa kanya ngayon, Tapos, isi kita Kasi sasabihin ko, moving forward, The report will be coming from you already. So, makikita mo din doon Kung paano ko siya I-send kay HR. Speaker 5 00:22:17 Send mo rin yung previews para makita mo Nga. Nakasisi itas yung format mo, Na lang din. Ayan. Speaker 7 00:22:26 Wait lang. So, gawin natin ito. Speaker 7 00:22:31 Bakit naman ito ganito yung... Speaker 5 00:22:34 Ako na lang din mag-build, Yan. Ano? Speaker 5 00:22:38 Magkatapos ka na. Speaker 2 00:22:39 Ilalagay ko na lang dito sa True app ng tracker. Nagawa ko monthly, every month Gumagawa ko. So, ilalagay ko na lang, Care of ano na lang to. Speaker 2 00:22:51 Christian, KK, Speaker 7 00:22:53 Care of. Pero, feeling ko, Wala ka na magiging problema dito kasi. Speaker 2 00:22:59 Maayos naman na. Tsaka, madalang ata silang Mag-ticket na. Speaker 5 00:23:07 Okay naman yan, sila ka-honor, sila ano, yung kailog. Speaker 7 00:23:11 Okay, tapos after yan, i-download mo lang siya. Speaker 5 00:23:18 PDF, kahit yan na. Speaker 7 00:23:19 Hindi, XXL. Ayan, tapos, sanapin natin yung sinet ko sa kanya dati kay Charles. Speaker 4 00:23:32 Ayan na, ito lang naman. Sige, tinitignan niya lang dyan. Speaker 5 00:23:45 Yung dulo rin eh. Speaker 4 00:23:49 Oo. Speaker 5 00:23:50 Question. O, ilan na lang yung ano? Ah, si Anton. Lagi na lang si Izzy. Speaker 7 00:24:00 April. Speaker 7 00:24:03 26. So, ganyan. Hi, Charles. And after, ah, Tuesday naman yun. As of April. Eh, 30, di ba? Kasi wala naman tayong 30. Speaker 7 00:24:17 Ano yan? So, Speaker 2 00:24:20 Why? Speaker 2 00:24:25 So, bakit? 13 sila eh. May backstage meeting kasi sa Thursday. Nagpabuka ko ng catering for breakfast. Ah, ah. Inabot ng 500. Dollar or something. For 13 people naman kasi. Ang dami nila. Sa office ba? Oo, sa HQ. Yung mga past EOS meeting kasi, Nasa tatlo lang. Sila, apat, ganyan. Kaya around 100-$200 lang. Ngayon, ang dami. Bakit ikaw pa gumagawa niyan, Mi? At i-i-i pa rin ako ni Ansoor, di ba? Hindi naman ako natanggol na i-i. Even si ano, ito, mga on the side, si Katerina, book mo ko ng ganito, tawagan mo si ganito, ganito, ganito. Speaker 7 00:25:06 Oh my God. Speaker 2 00:25:07 Ngayon, busy ako sa, hanggat na sa Paris siya, mayat maya magchat-chat yan. Ay, oo, hanggang March 7 siya, ay, May 7 siya sa Paris. Bukas, flight na niya, tapos kanina tumawag, ay, nagchat. Tignan mo nga kung pwede kong ipamove. Gusto pa yata mag-extend. Parang sabi niya, May 7 Niya ipapamove yung flight Niya pabalik. Eh, May 6 kasi dapat, Talaga. Tumawag pa ako Dun sa French B, Kung how much ang magiging cost. Oh my gosh, May! Speaker 7 00:25:38 Sabihan mo ako kung Kung, Na-move mo. Kasi yung, May ginawa ako as EAD ni Anton. Ah. May ginawa din ako Ng ticket sa kanya Na alisin siya Sa travel group Sa May 7 Or sa May 6. So, sabihin mo ko. Hindi, I-update ko yun. Speaker 2 00:25:56 Hindi na. Hindi na siya na move. May 6 na talaga, Ang uwi niya Kasi sabi ko, Yung gusto niyang Maging flight, Is yung May 7, Walang direct flight. So May 8 yung meron Ayaw na niyang mag-extend pa, Nang hanggang May 8 Mag-stick ka na lang sa original flight mo At umuwi ka na, So true Diba, gusto po niya mag-extend, So minsan gumising pa ako. Speaker 2 00:26:28 Hindi ako natutulog Nilalabanan ko yung antok ko Kasi sabi ko, Hindi na akong tawagan yung restaurant ng 3pm Kasi ganoon ko na sila magbubukas Antok na antok Na ako, nilalabanan ko talaga, Yung antok ko, Tapos pag tawag ko, nagkising Mga siguro, Mga 45 minutes akong try na try Putek walang sumasagot Ayayoko na, sabi ko matutulog na ako Ayun, pagka log in ko ng, 7am pacific, yung tinawagan ko na May nakausap na ako, siguro mga around. Speaker 2 00:26:60 Pag gabi na yun sa Paris, Or else, Mga 5 p.m. na yata sa kanila. Speaker 5 00:27:05 Just good day. Kailan mo I-ano pala yung kay Steph? Speaker 2 00:27:10 Ay, yung atalas, since nandito na rin, Kayo, ganito, Nag-reach out ako kay Stephanie kanina. Speaker 5 00:27:17 Sabi ko, wait, send mo muna to. I-ano mo muna. Speaker 7 00:27:20 Stop na the recording. Wait lang. Here's the monthly support. Also, moving forward, this report will be sent by Christian. Let us know if you have any questions. Wishing you a wonderful weekend ahead. Okay, okay. Wait lang. Let's, ano eh. Speaker 2 00:27:40 Okay, stop mo na. Okay. Sabi mo na, I have two minutes. Ayan, so walang, ano, mangyayari ka sa ganito. Hindi natin pwede i-hand over sa kanya lahat ng mga pwede natin ipasa. Kasi mangyayari, walang adjustment, walang pay adjustment to. So, ano lang yung spare time niya sa marketing Na pwede niyang i-allot for admin, Yun lang yung dapat ibigayin natin sa kanya. Kets? So, Speaker 2 00:28:05 Yun, kaya Nirequest ko siya kanina na I-update mo yung task list mo and let me know yung mga frequency Ng each task mo. Alin dito yung, Daily mo ginagawa, in a day, ilang oras mo Ina-allot, Para matapos, Alin ang weekly, alin ang monthly. So, pwede magbigay sa kanya ng recurring And I'll see you guys next time. Speaker 7 00:28:24 Na Pwede, Task Kasi. Speaker 2 00:28:28 Depende sa Ano niya. Kasi, Ang unang Ang usapan namin, At least 2 to 3 hours Daily sa admin team. Kasi iniisip ko, Kung ibibigay lang natin, Sa kanya, Is yung mga monthly, Recurring like, Reportings. Eh, Di ba sabay kayo Naggagawa, Si Christian at ikaw, Security and Monthly computer? Speaker 5 00:28:47 Nauna siya. Nauna. Speaker 2 00:28:49 O nasa SEG? Ah, okay. Ayun, Yun ang pag-uusapan, Alin dun yung pwede, Niyang kuhanin. O sige, ayaw mo itong procurement? Nag-ano na ako? Speaker 7 00:28:58 O sige, ayaw mo itong meeting na ako? O sige, sige. A-a-a, bye-bye. May ibigay mo itong procurement? Speaker 2 00:29:04 Ayaw mo na ba? Speaker 2 00:29:08 Ayaw na daw ni Baggy. Kasi naging itong iikot-kot niya dyan. Speaker 8 00:29:11 Nab-visit ako kanina. Bakit? Kasi di ba usapan? Usapan, i-go-go ko na. Na-order ko na yung license yesterday. Speaker 2 00:29:19 Pahapon? Oo. Speaker 8 00:29:21 So, biglang, biglang nag-resend. Ng quote si Ivy. Speaker 2 00:29:27 Ay, shit. Oo nga pala, Ma'am. Me, kasi Nabasa ko yung chat ni Chinky. Diba nag-out na tayo kahapon? Nag-message pa pala siya. Morning ko na nabasa. So, sabi niya, Me, mag-send na lang daw, Si Ivy ng new quote. Ipapirmahan Na lang daw niya kay Payton. And then, Yun nga, explain na daw yung nangyari. Wala naman sa isip ko na nag-go ka na nga pala Kahapon. Oo. Speaker 8 00:29:51 Sorry. Ano nangyari? Tapos, edi okay lang. Sabi naman ni Peyton, okay lang. Pero, nag-question kasi siya na, Ay, parang ang laki ng yearly ko, parang gano'n. Aabot siya ng 1K per year nga, Kung every year niya yun. Kasi one year lang naman yung sinay niya na first. Tapos, edi may question siya. So, parang nag-usap ata si Ivy or si Vincent. Nag-compose ng email itong si... Speaker 8 00:30:21 Si Ivy. Tapos, Ang kailangan kong gawin, Ipa-cancel ko yun, Kasi paano kung I-three years niya. Kasi parang, Pre-propose nila, Either mag-subs Sa, Ano na yan? Co-term kasi itong Kay, New Urban. Tapos, Parang, Yung isa pa. Yung Mag-subscription license. Parang ganun. Mas mababa siya. Oo. So, Parang yan yung Prino-propose. Sabi ko, Ay, shock. Sabi ko, Kailangan ko i-cancel. Speaker 8 00:30:52 E, nag-email pa man din ako Ng umaga na Kung pwedeng I-expedite ni, Daniel, Sa Cisco. Kasi nga, Mag-i-end itong license. Speaker 2 00:31:03 E, paano yun? Di ba may, May 8 pa? Sabi mo? May 8? Oo. Paano yun? Anong nang-ending? Anong nangyari? Speaker 8 00:31:10 Um, nag-, Inaantay nila Kung anong decision, Ni Payton. Di ba? Speaker 2 00:31:17 Nag-urong-sulong kasi kahapon, Nung kausap ko si Chinky, Me, okay na, sige, go na natin to. Sabi ko talaga, parang same page na kami. Eh, nag-chat pala siya na Mag-send na lang daw, Ng bagong quote si Ivy, ganito, ganyan. Explain na lang daw yung nangyari. Eh, ayun. Nung nabasa ko yun Ng first thing in the morning, Ayan, nagsabay-sabay na yung mga gagawin. Wala na sa isip kong sabihin sa'yo. Sabi ko, ay! Sabi ko, ay, yako. Tapos kanina diba nagkaroon kami ng conversation ni, hindi naman heated conversation. Pero yun nga yung issue nung KEEP, Christian, yung sinasabi nila na. Speaker 2 00:32:02 Sino, sino, sino? Si Vince. Diba yung sinasabi nilang nag-increase na walang heads up or ganito, ganyan. Tapos, teka, may another meeting ba tayo? Wala na no? Yung Kellogg na yung kanina na-cancel na. Sige, kinabahan ako. Kasi diba doon sa email ko... Speaker 5 00:32:23 Nag-meeting kayo kasama sila? Speaker 2 00:32:25 Kanina, before ko kayo i-meet, Nasa meeting ako with Pete, Monty, siya, Olivia, regarding spares, Kung ano nang gagawin sa mga spares. Tapos, ayaw ko nang nag-jump si... Si... Vincent? Hindi, si Monty. Si Monty mo na. Sabi ko, hi Monty, kumalan ako. Tapos napansin ko na siyang nag-jump din si Vince. Hindi ako nagsalita. Speaker 2 00:32:53 Tapos kunwari nag-busy-busy yan ako. Kunwari habang nagtatype, sinasabi ko, Gano'n gano'n ako. Inantay ko na lang na dumating lahat. Wala lang, medyo hindi pa ako makamove on kasi. Hindi ko na ako nagsalita. Speaker 5 00:33:07 Yung discussion. Pero wala naman na siyang feedback eh. Sa email, right? Speaker 2 00:33:14 Oo, wala na siyang nasagot, Doon sa sinagot ko sa kanya. And then, nag-follow up pa ako sa chat. Sabi ko, Gusto mo pa bang mag-meeting tayo? Or okay na yung nasa sinagot? Hindi ako, Nga-replyan. Sineen ka lang? Oo. Aba? Sineen lang niya ako. Kasi nga, Doon sa sinabi ko rin nga doon sa email, Expectation is sila yung Sa mga respective clients nila. And then, itong Olivia. Kasi si VI, diba, nag-email din bakit sila may increase. Speaker 2 00:33:47 Sinabi ko kay Olivia yung nangyari, ganito, ganyan. And then, kasi si VI, wala siyang EM. Si Olivia ang alam kong go-to person nila kasi. So, kaya si Olivia sila nagtanong. Tapos, ayun, kasi parehas kami ng opinion na dapat nag-heads up. Alam mo ba si Seg? Kung si Seg, tinanong ko si Seg, ano bang process mo dito dati? Sabi niya, alam mo ba, kahit sinabi nilang hindi at hindi tayo mag-reach out, Nag-reach out pa rin ako. Sabi ni Hing, wali sabi ni Hing. Speaker 2 00:34:17 Nag-reach out ako kasi kilala ko na yung mga yan, ganyan-ganyan. Magre-reklamo yan pag anything na significant change, Magtatanong na yung mga yan, o bakit, anong nangyari ito? Kasi hindi naman nila mapapansin agad, Or hindi nila matatandaan kung hindi man sila din mabusisi sa MSA at sa agreement. Tawag ko, hindi nila siguro matatandaan, pero, Hindi nila. I think it's... O, pag nagbago lang. Oo, okay. Doon lang sila magre-react. Doon lang sila, oo. Speaker 8 00:34:44 Tama. Ayun. Speaker 5 00:34:46 Nahihirap yan. Kasi, Totoo naman, Din naman, Dalawa lang kasi sila rin. Doon mo maiintindihan yung side na yun. At the same time, Yun nga, Speaker 2 00:34:58 May monthly ano sila. May monthly sync up. Tsaka may monthly sync up. And then, Nandun din sila nung meeting pa nung January. No, ito yung mga renewal date schedule. So, diba? Parang, kung, pero kasi During the meeting daw, si Anser ang nagsabing, Huwag na mag-heads up, which is Very wrong. Exactly. Speaker 5 00:35:20 Exactly. Kasalanan niya. So, mahirap. Totoo naman, Di alam na ma-react knowledge sa may ari, Yun, eh, syempre. Pero sana, Speaker 8 00:35:28 Pero sana, nag-react din Yung dalawa, na parang, ah. Ay, kilala mo din naman yung mga... Oo, kilala mo naman itong mga hawak mo Na ganito sila magka-question. So, dapat, nagsabi na lang sila, Na we will head... Sasabihin nila, mag-heads up na lang sila. Speaker 5 00:35:45 Sa kasana, doon sa email, Kasi ang problema doon sa email, Parang lumalabas na hindi nila alam. Ayun tuloy, nabatuhan mo, di ba, Pril? Oo. Very detailed information, Na galing kay Marvin. Speaker 4 00:35:58 Na-January, ano, nag-meeting na. Speaker 5 00:36:01 Yun yung naging problema nila. Speaker 2 00:36:04 Eh kasi Naiirit na lang ako, Sabi ko pa nga Eh seg Seg ba't ganun, Ganun ba talaga yung IEM, Parang lagi silang may gustong Isisi, Parang never silang Nag take ownership, Sa mga Lapses nila Sabi ni seg, Ayun ako Last year ko pa yun Napapansin, Sabi niya Na parang Hahanap sila, Na sihin Ganun, Eh ako Mainit ang ulo ko Sa mga ganyan Yung tipong, Ididiktikin nila Yung IEM, Thank you, Yan ako na, yan yung patience ko Natatasa ganyan eh. Na parang bakit laging... Speaker 2 00:36:34 Nasusubot pa yun lalo. Yan nga, kaya bakit laging ki-admin team ang sisi nyo? Speaker 2 00:36:41 Sinabi ko rin yun, kaya ano? Sinabi ko rin yung... Oo, sabi ko, kaya yun yung sinasabi ko Na parang ang gusto pa nga kasi ni, Ni ano, ni Mike. Magkaroon daw ng initiative na Ma-identify. Alin din yung mga dapat, Hindi na ibibil. Alin yung mga From last billing... Wala pa to, then the next billing, bakit Nandito na to? Ganun daw, dapat Kumbaga may proactiveness Na mag-check ng mga any changes Or bakit kailangan pa ba to, nandito pa to? Kailangan bang nandito pa to sa, Invoice na to? Kailangan pa ba din yung ganitong subscription? Speaker 2 00:37:13 Sabi ko, kami ba dapat yan? Di ba? Hindi naman kami technically. Sabi ko sa kanya. Oo. Speaker 5 00:37:20 Kayo nga, mag-identify. Speaker 2 00:37:24 I-autos yun na lang Sa amin. Kasi since kami yung nag-manage, Yung mostly ng mga Mga, Admin access nga Ng mga subscriptions, At ganyan. Pwede naman namin simple, Sabihin mo kami, I-remove na to, Edi i-remove namin. Ganun. Di ba? Madali. Hindi yung Ipapasan nyo sa amin, Yung trabaho nyo. Kaya nga sabi ko kay Mike, Di ko napigilan, Sabi ko, Mike, what do I feel like Parang sa admin team Na si Silagi? Anong sabi niya? Wala. Ang sabi niya, this has been an ongoing Kinenso. Magaling si Mike. Speaker 5 00:37:54 Oo, magaling si Mike. Magaling. Kasi nga. Speaker 2 00:37:55 Forte nila yan. Magaling sila magpahigot, Ng sasalita. Dahil, trabaho nila yan eh. Kaya, maniniwala kang, Alam mo yun, na walang Problem dito, walang, Ano. Pero, kung Iisipin mo yung ano, Kung idadigest mo yung Point nung ano. Basta hindi nila explicitly, Sasabihin. Sinisisi ka namin sa nangyari dito. Kaya-kaya nalang paikutin yung ano. Paikutin? Oo. Ay, nako. Speaker 2 00:38:26 Besed-besed. Speaker 5 00:38:27 Ano na namin yan? Oo. Lalo na yung sa mga reports-reports. Speaker 2 00:38:33 Kaya nga, kaya nga sabi ko kay Seg-Seg, I've been only... Since kailan ba yun? Oh, ilang... In the past. Ilang buwan pa lang ako dito sabi ko, pero... Grabe! Grabe! Ramdam na ramdam ko yung Ano nila. Sabi ko, ganito ba talaga Sila? Speaker 5 00:38:49 Hindi ko pa pala sila talaga kilala. Speaker 2 00:38:52 Hindi ko naman kasi sila nakakadil ever. Nakaka-workout. Alam mo yung so, tahimik lang ako sa Small bubble ko. Speaker 5 00:38:59 Ikaw ba yun, Maggie? Nasabi ko sa'yo, mas okay pa ako Sa mga PM ngayon, kapag, Ganyan yung AM. Speaker 5 00:39:06 Mas okay ka talaga ako ang PM Kaysa AM na Delegation. Very, ano yung, ano, AM, very demanding, Tas delegate talagang Iba na lang sa'yo. Kaya, nabasa ko na si Mike. Speaker 5 00:39:25 Minsan na yung siya pinagagawa. Ang gusto niyang paggawa, Pril, Lahat ng reports ng, MS, Yung naka-PDF file, Tapos yung mga merong graphs-graphs pa. Sabi ko, Mike, too much na yan. Ang sabi ko sa kanya na lang, The purpose of the reports, unang-una, For admin, is for us to have The right billing amount, Billing quantity. Speaker 5 00:39:52 Kaya ngayon, kung gusto mo, Wala namang problema niya, pero tanggalan Natin ang isa. Mas importante yung user list, Kesa yung numbers na ganyan. Kasi ang purpose, Din kung bakit mayroong, User list, kung mayroong adjustment na gagawin. Ngayon, gusto niya lang kasi yung numbers. Ipakikita daw. Tapos kung dadalawahin ko pa yan, Eh paano na lang yung Computer pa, Meron pa devices. Ito pa nga lang, Hirap na hirap na ako mag-export. Mula senha siguro eh. Speaker 5 00:40:23 Tapos magtatanong pa Kung sino yung mag-a-access, Ng portal, di ba? So sinasabi ko yun sa kanya. Sabi niya, no? Tapos kumambi siya, No, not right now. Kung di naman ano, Not in the future, gano'n. Wala ka sa buhay mo. Speaker 8 00:40:38 Wala nang future, sir. Speaker 5 00:40:40 Wala ka sa buhay mo Hindi yung hinihingi ni client. Speaker 5 00:40:47 Yung ganong report. Speaker 2 00:40:49 Nagpo-proactive nga sila ng mga Alam mo yung dagdag trabaho Tinan mo yung arrange-arrange pa ng sequence Wala namang nireklamo si Sam Smith Wala, Parang gago. Speaker 5 00:41:00 Para sa kanya yun, Kasi nahihirapan siyang i-reconcile Ang tangan lang nila kasi, Hindi nila alam na pwede yung i-spreadsheet Yung, Ng export. Speaker 2 00:41:11 Hindi nila, In-explore yun, For sure. Speaker 5 00:41:14 Kaya sa ConnectWise, Pwede yun Yung mga time entry, Spreadsheet, Katulad yung ginawa, Kanina yung seg, In-download niya, As spreadsheet. Pwede yun. So, hindi nila alam yun. Pwede mo naman, Din i-sort na lang Kapag naka-spreadsheet, Na ito Kasi bangga-bangga, Mo na lang. Speaker 2 00:41:30 Yes. Diyos ko, Ito na naman, Nagpahabla naman, Ng airport transfer Si Madam. Speaker 8 00:41:38 Guys, question. Nandito pa rin ako sa invoicing. Kay Winegard, Kaya lang kasi itong ticket na to, Naka-barker pa rin siya. Dito ko kailangan siya i-invoice kasi eh. Naka-DNU. Dito ko pa rin ba isi-send? Speaker 4 00:41:56 Oh, wait lang. Speaker 5 00:41:59 Meron siya sinend sa akin, Pril. Hindi na, huwag na mag... Speaker 2 00:42:04 Double-check mo din kaya ako. Speaker 5 00:42:05 Meron sinend sa akin. Saan si Nen, di ba, Pri? Speaker 2 00:42:08 Ah, nasan ba yun? Yung wine guard. Double check mo din kay ano? Kay Vlad. Speaker 5 00:42:14 Ako na. Speaker 2 00:42:15 O, sige. Di ba meron tayong admin, Vlad? Speaker 5 00:42:20 Meron. Speaker 5 00:42:22 Admin and Vlad. Sa'yo ko na lang, Sen Mags, ha. Speaker 2 00:42:26 Sige. Magito ka magtanong Para documented to. Sabihin mo Hi, ganito, ganyan. Sabihin mo as per. Speaker 5 00:42:32 Itong email. Itong ticket Yan, galing sa ticket yan, magsis sa. Speaker 2 00:42:37 Email. Iniisip ko pa, Since ayaw na ni Na DNU nakalagay, Speaker 8 00:42:45 I-mamanual ko na lang to. Speaker 5 00:42:47 Oo. Mamanual mo yan. Kasi yung pang-pag-DNU eh. Oo, magtata ka pa yan. Speaker 8 00:42:52 Kasi noon, Ay papalidaan. Tatanggawin ko yung DNU, pero baka mapansin. Speaker 2 00:42:60 Oo, tas i-confirm mo Kay ano, kay Vlad. Speaker 8 00:43:04 Kung dito ko pa rin isa-send. Speaker 2 00:43:06 Oo, pero. Speaker 8 00:43:06 Saan ba yun? O gawin ko na lang, kung imamanwal ko din lang, Yung, Ngayon na lang, ano? Aling ngayon? Yung ginagawa na lang natin. Hindi na dito. Speaker 8 00:43:23 Yung parang normal na na-wind. Speaker 2 00:43:25 Card. Na-email? Sa Outlook Ka magsasend? Paano ko pa magsend. Speaker 8 00:43:28 Before dyan? Kasi, imamalago siya. Diretso lang naman. Tapos, idadagdag ko Lang si Benjamin. Yeah, touch. Speaker 2 00:43:35 Ah, nakita mo na yung Sinan ba ni ano? Sinan, Ni Christian? Sino yung nakalagay, Doon for Barker Management? Si Benjamin Saulang ata? Eh, meron O meron pang isa? Wait lang, wait lang. Speaker 5 00:43:49 Barker Management. Oo. Diba? RealPage, RealPage Portal. Tapos si Cici, si Benjamin, Sauval. Tignan mo dyan Sa Company Finance naman, Mags, Kung sino yung nakakabit. Speaker 5 00:44:06 Kasi ito, per agreement, Ito yung sinend ko sa'yo. Speaker 2 00:44:09 Oo, agreement yan. Speaker 5 00:44:11 RealPage Portal. So, kung sino, Yung email ni RealPage Portal. Kasi itong nasi-send dyan, Agreement, saka. Speaker 5 00:44:21 Ayan yan sa summary. Sige, pakiclick. Tapos sa baba, ayan. Sa send-down na yan. Tatlong yan, isama mo sa manual. Plus, itong real page portal. Kukunin mo na lang email na ito sa company. Ayan o, companies. Sa kagilid. Tapos contacts. Saan? Saan? Saan? Sa kaliwa. Companies. Kaliwa, kaliwa. Kaliwa. Left most. Ayan, companies. Speaker 5 00:44:51 Sa kontak? Hindi, yan na lang. Para specific. Speaker 5 00:44:59 Pantahan mo si WineGuard. Speaker 8 00:45:06 May nandira pa kasing ticket na ganito eh. Speaker 5 00:45:10 Dami yan, di ba? Yan, contacts. Yan. Reel page. Type mo lang reel. Speaker 5 00:45:19 Mas makalalabas. Ayan, yung email niyan. Sasama mo niyan sa... Ito? Yung email. Ah, okay. Ayun, yung gano'n. Pero yan yung invoice n, diba? Siya yung ilalagay mo sa 2, Tapos isisi mo na lang yung... Ito? Yung dalawa. Tapos yan, nakatu rin. Speaker 5 00:45:49 Naka-to rin yan. Kasi naka-to dyan, diba? Kasi kung naka-WineGuard Na yan, Ay, hindi yan pala. Naka-BMI Pala yan. Bak mo. Bak mo. Punta kang company, Finance ni WineGuard. Speaker 5 00:46:06 Dyan. Type mo WineGuard. Speaker 5 00:46:12 Ayan. Kung sino yun nandyan. Yan. Yan. Exactly. Tapos sama si Rene. Speaker 8 00:46:19 O hindi na? Itong dalawa, diba? Speaker 5 00:46:21 Yeah, yeah. Wait, wait, wait. Bakit si Dennis? Speaker 5 00:46:25 Eh, yan yung nakaano sa company finance. Speaker 8 00:46:28 Di ano yan? Ni Barker? Speaker 5 00:46:30 Winegard na yan, eh. O, winegard na yan. Speaker 8 00:46:33 Gagawin na lang natin, iwo winegard na lang siya. Speaker 5 00:46:37 Kasi, total, manual din lang. Pinalit lang natin yung DNU na winegard, diba? Eh, yan naman yung request nila nun, diba? So, ibig sabihin, yung Glenn na yan, nakaka-receive lahat ng invoice ni WineGuard, regardless of what site. Speaker 2 00:46:55 Kasi, di ba ano sila? Specific sila sa mga kung sino lang yung taong involved, i-include mo as per site? Speaker 5 00:47:04 Hindi ko alam. Yan yung nakakabit dyan eh. Speaker 2 00:47:07 Kasi, yun yung nasa email. Yung sanad ko. Speaker 5 00:47:12 Oo nga, pero meron nag... Sabing kasama yung Glenn eh. Sa Weingart, di ba? Speaker 2 00:47:17 Sino ba to? Si Kamor ba to? Speaker 5 00:47:18 Hindi ba naman? Speaker 8 00:47:21 Hindi. Speaker 8 00:47:24 Sino to? Wait nga. Speaker 5 00:47:26 Anong site yan? Real page eh. BMI nakalagay. Speaker 2 00:47:30 Ang alam ko nagre-real page lang si ano. BMI. Speaker 5 00:47:36 Partner Management. Speaker 5 00:47:40 SMB, Weingardt Tower 1A, Speaker 2 00:47:45 600 San Pedro, Willows and Rose. Speaker 5 00:47:50 Rose is Spring Rose, diba? Diyan ako nalitin yan eh. Speaker 8 00:47:54 Siyempre si LP siya. Tower LP to. Speaker 2 00:47:58 Weingardt Tower LP. Speaker 5 00:48:01 1A yan, right? Hindi, magkaiba. Speaker 2 00:48:05 Wala si Tower LP dito sa list. Speaker 8 00:48:10 Kasi ito yung attachment na... Speaker 5 00:48:16 Pero, ay wala. Pero Barker Management man. Ah. Previous, ano niya? Real. So, si Real Page yun. Speaker 8 00:48:25 Ah, yung Tower 1A. Pero... Speaker 5 00:48:28 So, iba si Rose. Weingart Rose, Naka Weingart Primrose, Magkaiba pala. Speaker 5 00:48:34 Ayun o. Kahihwalay. Speaker 5 00:48:40 Sabihin mo nalang kay Brad dito sa GC, as per this real page, saan ba naka-under to? Meron ba specific na tao? Pero kwento mo nalang sa kanya kung ano yung baka mas alam niya. Speaker 2 00:48:59 Kasi nag-check ako ng history dito sa monthly billing made to create Winegard Towers LP kay Rook Parker. Care of Barker Management. So, si Barker nga siya. Speaker 8 00:49:14 Under siya ni Tower 1A. Tama, me. Tower 1A? Uh-uh. Speaker 5 00:49:23 Tapos bago mo para sigurado, Sure mo na lang kay Vlad. Speaker 2 00:49:29 I-screenshot mo yung mga names Na pag-rasendan mo. Speaker 5 00:49:32 Pero sa tingin ko, Hindi rin alam niya ni Vlad, eh. Kapag invoicing. Speaker 2 00:49:37 Or yung dalawa. Hindi, mag-chat ka dun sa... Ba't wala ba dun sa admin and blogger? Wala silang mark dito. Speaker 2 00:49:47 Okay, wala pa. Speaker 5 00:49:49 Yan yung pinakukonfirm lang ni Marvin ba yun? O ikaw? Speaker 8 00:49:55 Although, service ticket kasi ito eh. Speaker 5 00:49:59 Hindi siya... Pero invoice yan, not eh. Speaker 8 00:50:03 Oo, i-invoice ko yung nagawa. Speaker 5 00:50:08 Yan ba yung recent na sinabi ko. Speaker 2 00:50:10 Na may invoice daw? Hindi pa. Speaker 8 00:50:15 Tinatanong ko pa lang kasi ito kung Tinanong ko kay Miguel Kung idediretso ba, Yung invoice na yun Direct sa kanila or, Sila ang magsisend. Parang ganun. Speaker 5 00:50:29 Sa si Tonja, wala na dyan. Yun yung importante. Tinanggal ko na dyan si Tonja. Speaker 8 00:50:35 Wala, wala na siya dito. Kasi noon, Noon kasi, Pag nung wala pa yung wineguard Na ganito-ganyan, Tatangga rin si Tonja dito, Tapos ipapalit si Benjamin. Yun yung maalala kong, Ginagawa noon. Nung hindi pa wineguard lahat. Speaker 5 00:50:59 Eh, per agreement na yun. Speaker 4 00:51:02 Kaya, noon, Kaya siya. Speaker 5 00:51:06 Oo nga, I-explain ko yung, Ano din. Ang, Di ba yung kanina Winegard Associate, Yung nandun yung blend, Lahat, Regardless of site, Sila-sila talaga Yung makasi Ng invoice. Ngayon, Yung site, Per agreement siya. Di ba yung gano'n yung ginawa? Kaya mapapansin ninyo, Nandun si RealPage. Si Benjamin Sao. Iba na to. Si Benjamin Sao. Nakaiba siya. Speaker 5 00:51:35 Pati yung Lourdes Real Estate. Speaker 5 00:51:42 Si Benjamin Sao ba? Nandito pa. Wala pala Dito sa Sinan mo, Pril. Sa ticket. Si Benjamin. Hindi siya nakalagay na. Speaker 2 00:51:55 Hindi lang kasi yung update yung Sinan na email. Speaker 2 00:51:58 Diba? Nandun sa ticket yung thread, diba? Speaker 5 00:52:02 Ah, pero yata kapag sinabing CBR, nasan dito si Benjamin? Alam ko mayroong agreement na nakapaloob si Benjamin. Speaker 5 00:52:17 Alam ko. Kala, check natin. Speaker 5 00:52:26 Ang hirap kasi yung Pay magi dahil per service Ticket eh, no, Mags? Ang hirap. Ang arte pa na itong mga siya. Hindi mo maaintindihan kung bakit. Speaker 2 00:52:39 May spreadsheet ka ba? May ng mga per site na, Ano, per site And then kung sino lang yung mga contact person For billing. Speaker 2 00:52:50 Wala pa. Maglagay ganun para at least meron kang, Reference palagi. Oo, maglagay ka. For example, yun yung sinandikristyan sa'yo. Pwede mong in-install na yun. Speaker 5 00:53:05 Nandito pa si Tonja pala, oh, Prills, as contact. Saan? Speaker 5 00:53:11 Sa HQ, for example, agreement. Tanggalin mo na siya. Speaker 5 00:53:17 Sa lahat ba? Oo, sabi ko. Contact siya rito. Pero ang importante kasi sa agreement is yung bill too. Speaker 2 00:53:25 Ano ba sabi sa akin? It's Yun sabi niya. Speaker 5 00:53:30 As in regardless. Speaker 2 00:53:33 Remove Tonya, From all Billing notifications, Alerts, Etc. And then sabi niya, Olivia, Please work with April, And make Jason default For all Wine guard issues That were going to Tonya before. So, dapat si Jason, Na daw ang default. Speaker 5 00:53:49 So, default Ng wine guard. Oo, lahat ng wine guard. Pagpapalitan mo na ito. Speaker 2 00:53:53 Pagpapalitan mo na, Kasi, So, Feeling ko di ginawa ni Olivia. Hindi yan ginawa ni Olivia. Galawin mo na. Speaker 5 00:53:58 Oo. So, ganoon mags naman din sa April. Alam mo naman yata ni April. Pero kapag eto naman, Nakapalob naman to dito sa company. Gulo, diba? Ba't ganoon? Yung contact na default, mags, Sa service ticket na to nakapalob, mags. Baka eto yung kailangan. Speaker 8 00:54:19 Kasi kung sino yung nandun ata, Pati eto. Pati dito, kung sino yung nandun sa service ticket, makakareceive siya. Speaker 5 00:54:32 Kaka-default nga si Dimitri, oh. Speaker 8 00:54:34 Kasi nga, ayaw nga na makareceive yung iba ng notification. Kaya si Dimitri. Bakit may Tonya pa din dyan? Speaker 5 00:54:47 So, eto, Jason. Speaker 2 00:54:50 Talker. Speaker 2 00:54:52 Ha? G-A-Y atan siya? Speaker 5 00:54:55 Eh, wala kasi sa wineguards. Speaker 2 00:54:57 Ay, add mo siya sa contacts. Ito, ito. Jason Tucker. Speaker 2 00:55:04 Ayun na, lumagpas ka na kanina. Speaker 5 00:55:08 Ayan. Speaker 5 00:55:11 Sa lahat ng wineguards natin, Agreement to April. Speaker 2 00:55:15 Agreement yan? Speaker 2 00:55:17 Uh-uh. Okay, tibalik mo nga sa ito dati. Agreement to New England. Kasi, ang sabi ni Anzor, lahat ng wineguard issues, dapat Jason na daw ang naka-default sa ticket. Speaker 2 00:55:30 So, lahat. Wala. Kung agreement naman. Kaya na si Jimmy 3? Hindi. Kung agreement naman pala yan. Speaker 5 00:55:38 Agreement ito eh. Contact. Speaker 2 00:55:39 Huwag mo nang dalawin. Attention to ito eh. Speaker 5 00:55:43 Attention to. Ito yun. Speaker 2 00:55:46 Kasi as long as hindi siya makaka-receive ng any alerts, yun yung goal. Speaker 5 00:55:51 Pero ito, attention to. Ayan o, yung contact. Yung attention to yan. Speaker 5 00:55:59 Tapos, ito yung importanteng, Sa sendan, kapag nag-generate ka ng Invoice, tapos i-click mo yung, Send email, ito yung bill to. Billing information. Kahit hindi yung shipping information, Itong billing information, kapag In-edit natin ito, nilagay yung billing contact. Ayan yung masi-sendan. Apart dun sa, Dito sa summary, company finance. Speaker 5 00:56:26 Tapos sa company finance, isa pang na ano, dapat pala, yun yung tinatanong ko yung Marvin, Nakatik mag-skip ever na ma-encounter mo ulit. Kapag hindi siya nakatik, hindi siya mag-re-reflect as CC. Eno, eno ba yun? Sino ba yung sinabi yun? Kay, yung recently. Speaker 5 00:56:55 So, yun. Speaker 5 00:56:58 Ano pa? Ano pa yung ano natin kay Winegard? Eto, Joseph. Speaker 5 00:57:06 Naka-build po siya. Speaker 5 00:57:10 Full years. Speaker 5 00:57:13 Yan lang mahihirap i-bili, no? Si B.R.E. Winegard. Speaker 8 00:57:21 Kasi nung nag-DP invoice ako sa Tower 1A, sino ba sinendan mo nun? Kung ano na yung default dito, tapos dinagdag ko lang si Benjamin. Kasi siya ang nag-sign dito sa code din na to. Speaker 8 00:57:42 Parang ito, down payment ito. Speaker 8 00:57:47 In-email ko siya dito. Speaker 8 00:57:51 Ito, account pay ako sa si Glenn Tapos dinagdag ko si Benjamin dito. Speaker 5 00:57:56 Kasi siya yung nasa quote. Speaker 8 00:57:58 Kasi kung hindi naman siya Hindi ko siya dadagdag, As Parker Management Eh, yan bang service ticket na yan? May related quote yan? Meron, may quote siya. Speaker 2 00:58:10 Bakit pala service ticket lang? Hindi siya project? Speaker 8 00:58:18 Kasi pinagawa lang. Speaker 2 00:58:21 Less than 4 hours lang siya Ganun, kasi diba pag Project 4 hours and above yun eh Yeah, parang ano nang, Bad to. Speaker 5 00:58:30 Ang hirap sa'yo mag Sa akin, nakadepende talaga ako, Company finance, saka, Agreement, ang dapat Mong contact yun, yan yung pa yung mahirap Challenging sa'yo mag, Yung mga PM, dapat i-make sure Nila yung contact, Si George, very specific, di ba? Speaker 5 00:58:53 Sino yung contact? Speaker 8 00:58:57 Para elevator, something lang kasi ito eh. Ginawa lang ni EA. Speaker 8 00:59:06 Kaya rin tumatagal kasi nanday ko yung updated na invoice ni EA. Speaker 2 00:59:14 Hmm. Kaya itong gawin mo, di ba? For each WineGuard site, mag-create ka ng spreadsheet and then kung sino ang contact for each site. I-include mo na din na every time magkaka-project si WineGuard, kung sino lang din yung mga billing contact. Add ka ng add-in sa spreadsheet mo para yung common reference. Ay, sorry. Speaker 5 00:59:41 Go. Sige nga, click. Pwede mong palitan yung bill too, Mags. Saan dito? Speaker 4 00:59:47 Hindi, pero ito kasi. Speaker 5 00:59:51 Papalitan kasi natin yan. Try mo nga munang i-windguard yan, Nasa baba in Bill 2. Kasi kapag nag-reflect yan, Yun yung important sya na yan. Yun yung lang yung ina-adjust natin. Kaso, palitan mo yung... Sige. Naka-attention. Ano yung naka-attention? Speaker 8 01:00:10 Ito, account payables na sya. Speaker 5 01:00:12 Talagang yan dapat. Ah, okay. Yung site. Automatic. Sa kanan, Yung site. Si site, Speaker 8 01:00:20 Dapat siya, Ah, wait. Kailangan natin i, Kailangan natin i, Ah, Sa quote. Speaker 5 01:00:30 Sigma muna. Sigma. Try lang natin, Kung ano lalabas Sa invoice. Yun yung goal, Diba? Speaker 5 01:00:40 Para kapag send As is. Speaker 5 01:00:45 Kasi sino yung masisendan? Speaker 4 01:00:51 Billing address. Speaker 5 01:00:54 Pero na yun, type mo lang yung site. Speaker 5 01:01:01 Anong site nito? Hindi mo papalitan yung billing address eh, kung hindi mo maano yung site. Speaker 8 01:01:13 Okay, Tower 1A. Speaker 5 01:01:15 Copy mo yan, T. Yung SMB, yata, yun. Search mo, T. Speaker 5 01:01:26 Pwede mong i-copy yung address, Tapos search mo ito sa line 1. Speaker 8 01:01:31 Saan yung address? Speaker 5 01:01:34 Yung address yung quote mo. Speaker 5 01:01:39 Search mo ito sa column ni line 1. Speaker 8 01:01:50 Ito? Speaker 5 01:01:52 Ah, E, address. Eleven Zero one, East. Di ba yan? Kain mo lang. Speaker 5 01:02:05 Wala. Tanggalin mo si Orangewood. Speaker 5 01:02:14 Ano yan? Ano site yan? Site. Speaker 8 01:02:20 Shippingman kasi yan Billy Sites, Sa is Wingard Tower LPM. Speaker 4 01:02:29 Pero Naka Tower 1P Tower 600. Speaker 4 01:02:57 Ayan, save mo, Speaker 5 01:03:02 Tapos click My invoice. Speaker 5 01:03:09 Ayan natin ang lalabas. Speaker 5 01:03:12 Hindi mo na kailangan mag-edit. O, ayan. Speaker 8 01:03:16 Pero ang palitan na lang natin, Ito. Ay, ayan. Ayan. Speaker 5 01:03:26 Ah, diba? Hindi ka na mag-outdob eh. Saka out. Speaker 8 01:03:33 Ganyan na. Sabi ni Kusha. Speaker 6 01:03:35 Gawin ko nga rin yun sa Iron Gate, no? Alay. Speaker 6 01:03:41 Ipapadagdag ko na lang yung ano, no, Maggie? Speaker 5 01:03:44 Ay, pwede rin tayo magdagdag, diba? Pero yun lang site. Yung Desrosa ba yun? Yung Iron Gate. May namanual pa namin. Speaker 2 01:03:50 Yun sa DL? Oo. Diba sila chinky lang Mag-add ng sites And companies? Sa kanila ka lang, Bridge mo. Hindi ka pwedeng ikaw. Ipadagdag mo na lang kaya, Christian. Speaker 5 01:04:03 I-request mo yun. Ipadagdag ko na lang. Sige. I don't know. Alam natin. Kahit naka-DN yung company, wala Namang reflex sa invoice. Speaker 8 01:04:13 Send ko na to, ha? Speaker 8 01:04:15 Salanan to ni Christian. Double-check mo. Speaker 5 01:04:17 Muna yung invoice kung yun na. Yung na yung gusto mo mangyari. Speaker 2 01:04:21 Hindi mo napapacheck yan, no? Yan na, Miguel. Ay, kaya na. Blood. Speaker 5 01:04:27 Tama na yung bill to Yung date. April 27. Speaker 5 01:04:34 Okay na yun, T. Kung okay ka na yan, Decide mo na. Eh, di mo naman i-decide. Sure. Speaker 5 01:04:40 Attention. Speaker 8 01:04:45 Pero, wait na. Parker Management Tower. Bakit ito yung site? Speaker 5 01:04:52 Naka-depende nga siya dun sa kung ano ilalagay mo sa ano. Speaker 8 01:04:56 Ito dapat yung site niya. Speaker 8 01:05:05 Yung 101, di ba? Speaker 5 01:05:08 Sabi mo siya ito. Baka SMB nga yun. Speaker 8 01:05:14 Bakit siya naka HQ? Speaker 4 01:05:23 Anong site ito? Speaker 8 01:05:28 Kasi dapat, ito dapat, Ang billing site, diba? Speaker 8 01:05:36 Eh, naka ito siya, ang shaping. Speaker 5 01:05:39 Eto, yung HQ rin sa taas, Yung billing site. Diba? HQ. Hindi, dalawa yata, Yung HQ yan, yung tatlo. Speaker 5 01:05:49 Type mo na lang kaya, HQ. Speaker 8 01:05:55 Ito lang. Ba't ganun? Speaker 5 01:06:00 Well, search mo nga ito. Asterisk. Speaker 5 01:06:07 Ganun din. Speaker 8 01:06:08 Ito atang default nila. Di ba itong palitan? Speaker 5 01:06:15 Sige nga. Hindi yan ang papalitan, alam mo. Speaker 5 01:06:19 Baka depende siya dun sa site. Palagay mo na lang din. Speaker 5 01:06:24 Under wine guard. Patingin ko, wala siya sa wine guard. Nasa Barker Management, Yung address na yan. Speaker 8 01:06:34 Kaya kanina, nakaganon. Speaker 5 01:06:36 Sige nga, Try mo ulit, Yung billing site. Speaker 5 01:06:42 Wala, di ba, yung Orange wood. Kailangan mo siya, Ipadagdag under Barker. Speaker 8 01:06:54 Kasi ito lang ang... Speaker 5 01:06:55 I-side pa yung ate. Scroll mo nga pa-side sa kanan. Speaker 5 01:07:04 E, ito. Scroll mo pa kanan. Baka mamaya meron naka... Wala. Naka-all naman. Okay. Kailangan mong padagtag. Speaker 5 01:07:20 Sabay mo yung... Kaya yung gate ka nung... Speaker 4 01:07:23 Bakit. Speaker 8 01:07:24 Wala silang nilagay? Speaker 8 01:07:31 Worker management. Speaker 5 01:07:32 Hindi, baka nga naka-under, Hindi pa nila-under, Sa sales Kasi Tower 1A elevator dito Alam mo pa, pwede natin yan, Kasi diba sabi ni Marvin, Pwede ba yun, Trill? Kapag update lang Pwede yan, tayo Update na, Ah, yun ah, Update na. Sight. Speaker 2 01:07:55 Kailangan niya heads upan mo si ano. Si Chinky palagi. Speaker 2 01:07:60 Kasi siya yung Laging tatak... Ano yun? Fili ko update, Yung Chinky mo na din. Speaker 5 01:08:05 Oto, Maggy. O, tingnan mo. Ah, kasi sabi sa akin, Yung Marvin nun eh. Ay, pag nagtatalo pa Aming dalawa nun eh. Speaker 2 01:08:13 Or for any changes, Kailangan iloopin mo na lang, Si Chinky. Kasi siya yung binabalikan, Ni Anzor. Kunwari, Ba't nabago to? Anong nangyari dito? O gano'n. Siya yung go-to person Ni Anzor sa any changes, Sa company. Speaker 5 01:08:26 So magso, Eh dadagdag ko na dito. Speaker 5 01:08:34 Bala, Ayan yan. Dadagdag ko na to. Speaker 2 01:08:38 Pagdantan ka man, heads upan mo si ano. Speaker 5 01:08:40 Ah, heads up ko na. Ah, sige. Speaker 2 01:08:44 Kasi lalabas pangalan mo dyan sa audit trail. Speaker 5 01:08:47 Oo nga. True. Kapag sila diba. Speaker 8 01:08:50 Kopiahin mo to. Speaker 5 01:08:52 Send mo na, send mo sa akin. Speaker 5 01:08:55 Dito na ako. Iyan ko na lang sila. Dinagdag ko. Speaker 5 01:09:00 Pero kasi yun yung sinasabi ni Marvin. Really, no? Ano? Kung wawalan sila ng trabaho, madadagdagan yung atin. Speaker 4 01:09:08 New visitor. Speaker 2 01:09:10 Si Helpdesk. Speaker 5 01:09:13 Anong site to, Mags? Tower? Speaker 8 01:09:17 Wait. 1A? Oo. Sure. Tower 1A. Or, Winegard Tower LP. Wait nga, May nakita kasi ako dito sa ating, Site. Speaker 8 01:09:33 Hindi, Speaker 4 01:09:34 Dito-dito sa ating chat yan. Speaker 5 01:09:44 Tax code, Los Angeles, right? Speaker 5 01:09:53 Para safe nga. Speaker 2 01:09:56 Magka-alas tres na bumalik si Mark. Speaker 5 01:10:13 Para sigurado. Speaker 4 01:10:17 Sa alas 3. Speaker 5 01:10:25 Baka iniisip ko Baka may usapan yan sila eh, Pero dati inform ka Sila Vladimir, Sila Mark. Speaker 2 01:10:37 Yun ang problema sa kanila eh, communication. Hindi sila proactive pagdating sa ganyan. Kailangan na habunin mo pa sila. Kaya ngayon, nagsukong i-discuss, Dun sa meeting sana kanina. Kasi ang gusto ko muna, makausap muna Sila bago ko kausapin Si Jason and Vlad. Speaker 5 01:10:57 Kung ano ang nangyayari. Nagka-type na si Chinky. Speaker 5 01:11:02 Pag hindi, pa-add na lang natin. Speaker 8 01:11:03 Kung paano din sila, diba, mag-work? Me? Kaya nga, katulad niyan, yung mga build. Speaker 5 01:11:14 To build na yan, mayroon mga specific tapos sa atin isi tayo mag-send. Coffee refresh. Speaker 4 01:11:30 Free installation. Speaker 5 01:11:33 Wait lang. Pinagawa kasi sa akin Tos ay layon eh So paki-email na lang din, Kay Uli Ventures Na mag-add ka, Sa ito Ayun ka po, Kasi siya Mag-add na rin ako Kay Iron Gate, Sign ko na lang. Speaker 5 01:11:54 Read it. Speaker 2 01:11:55 Oo, Sa isang ticket, I-include mo yung Hotlist, Ano. Speaker 5 01:12:02 Anong site? Okay na to? 1A? Speaker 5 01:12:07 Mm-hmm. Speaker 5 01:12:09 Okay na, save ko na. Power 1A. Speaker 5 01:12:14 Okay. Speaker 2 01:12:19 Pati itong installation. Sisi mo pala si, ano, si FYI lang naman ito sa Elementral. Isisi mo na lang yung admin board din Para meron tayong reference. Speaker 4 01:12:33 Charm I think, Yeah. Speaker 8 01:12:47 Si Stephanie nalang makitrabaho Sa construction, Kilipad na natin Charm, Ngunit nung una naman Nag-enjoy ako ganyan, Pero nung ay, Nakita ko problema. Hindi na pala to enjoy. Speaker 2 01:13:07 Ayun, ilista mo yan. Lahat ng mga na-identify mo na problema, Na nagiging, kumbaga, Inconvenient sa lahat ng mga taong involved. Kailangan natin ma-discuss yan. Kasi at least para, alam mo yun, Ma-brainstorm natin ano yung pwedeng solusyon. Kawin na. Oo. Kasi hindi namin malalaman, syempre, kung... Diba, ikaw lang naman everyday nakaka-encounter. Tapos, syempre, gusto rin namin mapadali yung Trabaho mo. Para at least, Diba, tsaka alam nila na. Speaker 2 01:13:39 Oo, napag-usapan to, na ganito yung Dapat magiging solusyon natin. Ganyan. So, Ayan, pwede natin sabihin Sa kanila na napag-usapan na na, Moving forward, ganito na yung magiging Steps natin sa mga ganitong cases. Speaker 5 01:13:54 Iba talaga kasi, ano, Real. Dagdag na. Kung si Stell, edi dagdag na lang talaga siya Sa atin. Speaker 5 01:14:04 Ito naman din si Marvin Natawa pa eh, nabigla pa kanina eh. Dagdag pa nang, Increase. Wala naman daw siya yung ginagawa. Although naiintindihan daw ni Marvin Na need time nung, Mga creative ano. Speaker 5 01:14:20 Task per se Daw. Wala naman daw. Speaker 2 01:14:23 O, kasi nga nagtanong siya, no. Kaya gusto kong i-position yung proposal na hindi natin siya tatampang ng trabaho. Kasi nga, hindi ko alam, syempre, kaya kailangan ko talagang makuha yung listahan niya eh. Kung how much time yung inaalat niya for ganito. Para magkaalaman kung andaman niya yung spare time daily. Which is, hindi ko alam kung comfortable siyang aminin. Syempre, di ba? Ilang taon na siyang nandito sa Crimson and then malalaman na. Speaker 2 01:14:55 All this time. The rest nung araw niya, Peteks-peteks na lang siya. Diba? So, hindi ko alam, Kung siya ba ay magiging honest Sa part na yun Or, Ayun. Kaya, Inano ko sa kanya na I-update niya yung listahan niya And then mag-usap kami. Speaker 2 01:15:14 Ah, okay. Speaker 5 01:15:16 Para makita mo. Hindi ba na yung line guard? Speaker 5 01:15:22 Kasi, Hindi ba? Ay, hindi kaya yung Weingardt eh. Kasi yung eto, Company to eh. Speaker 8 01:15:32 Weingardt or Iron Gate. Speaker 5 01:15:38 Desaroladora, Na Primera Company siya. Speaker 5 01:15:47 Okay, eto lang. Weingardt. Pero? At that side. Speaker 5 01:15:52 Anong pero? Speaker 8 01:15:55 Ay, hindi siya magiging sized. Speaker 5 01:15:58 Hindi siya, ano, Diba yun yung company, yung bill 2? Oo. Oo. Nakakampany siya Yung DESA. Ayun, no. Speaker 5 01:16:11 So, kailangan may company mismo. Speaker 5 01:16:16 Ayun, no. Bill 2. Dito yung nakalagay yung Weingart Associated. Speaker 8 01:16:22 Eh di, company mo pa rin siya. Speaker 5 01:16:24 Hindi, mag-a-add ka entirely sa ConnectWise ng company. Speaker 8 01:16:29 Ah, ayun. Speaker 5 01:16:30 Na de sa Roladora. Ang hirap ah. Speaker 8 01:16:36 Kasi sa Mexico kasi siya eh. Speaker 5 01:16:40 Oo, so huwag na. Talagang manual na siya. Speaker 5 01:16:45 Nahirapan ka ba? Kapag Iron Gate, marami ka na inaano dyan? Speaker 8 01:16:51 May dalawa pa ako kay Iron Gate. Hindi naman na bumabalik Kasi hindi nakasama si Rodrigo. Ayaw, tinanggal na nga pala. Speaker 5 01:17:02 Ayun, walang company, DESA. Speaker 8 01:17:06 Masayang. Speaker 8 01:17:08 Pero, imamanwal ko pa rin kasi siya. Christian. Kahit may DESA something dyan. Dahil nga, yung gusto nila sa invoice. Meron pa sa gitna. Speaker 5 01:17:22 Ah, o nga pala. Speaker 8 01:17:24 Mayroon pa sa gitna. Speaker 5 01:17:25 Time Guide Associate. Speaker 8 01:17:28 So, okay na to, ha? Speaker 5 01:17:31 Okay na. We monitor. Speaker 8 01:17:34 Ameraki infrastructure. Change ito, diba? Wait na. Ay, nag-check na si Elisa. Checking po. Invoice, 2, 3, 9, 0, 3. Review pa din. Yes, wait lang. Speaker 8 01:17:48 Wait lang po. Bye. Speaker 2 01:17:53 Wait, wait. Is Wave na lang natin yung nag-work sila together. Speaker 2 01:18:26 Para i-resolve yung issue. Speaker 5 01:18:28 Oh, yung two hours? Speaker 2 01:18:30 Hindi, yung two hours na-retain ko yun. Kasi totoo namang, ano, Ito kasi yung plano kong sabihin kay Ozzy. Hindi pa ako ni-reply ni Olivia kung okay na siya dito, Kasi baka mamaya mamali ako Ng tinama to. Ito kasi sabi ko, Nung 31 kasi yung two hours na yun eh. Ayan o, basa. Speaker 5 01:18:50 Paano yung muna yung binawas, te? Speaker 2 01:18:52 Ayan, from 853, naging 662, which I know malaki pa rin. Pero kasi, nung select namin yung time entry ni Moritz, talagang haabutin siya ng ganong oras. Kasi nagka-RDP issue pa na, unforeseen issue kasi ito eh. Ang nilalaban ni Ozzy, bakit daw sana hinadzapan siya or tinawagan muna siya kung may issue na encounter. Eh, nakita ko din sa time entry, nag-reach out siya kay Ozzy and kay dun sa isang babaeng involving dun. Nakausap niya. Speaker 2 01:19:23 Kaya parang, Anong inaalo mo Na hindi nag-reach out? Kaya ito yung sinabi ko. Speaker 5 01:19:30 Oo. 600. Speaker 2 01:19:33 From 853 Naging 662. Tapos, Ayun nga, Nasabi niya ko, We want to be transparent, About the scope of work involved. Sabi ko, Kasi sinasabi niya na May basic setup na siyang ginawa. Bakit naabuti, Ng ganito katanggal Yung setup? I said, the pre-setup you completed, our team spent significant time on March 31 setting up VPN, Outlook, RDP team, SharePoint, blah. Then I said, the RDP show that came up was not anticipated. So, however, Moritz did communicate this to you and Lynette throughout the session and worked to resolve it as quickly as possible. Speaker 2 01:20:08 So, that's what I said. Speaker 5 01:20:10 So, call. Wala akong 660 to talaga. Wala. Speaker 2 01:20:14 Wala, Yung gagawin. Eh, Sabi nga ni Olivia, We night glove treatment, Natin tong ticket na to eh. Alam nga naman, Pabayaan lang natin siya, Kung ano yung basic setup niya. O bahala ka na, Ito lang kaya lang, Gagawin namin. Alam mo yung minimum, Yung bare minimum, Lang ang ibibigay mo. Yung gano'n. Sabi niya kasi sa akin Kanina. So parang, Pero, Communicated naman Kay, Tawag ito? Kay Ozzy, yung mga ginawa. So parang nagtataka ko, bakit parang ano nangyayari? Kasi hindi ka aware. Speaker 5 01:20:47 Oo, si Ozzy. Speaker 2 01:20:48 Tsaka may history na daw na ganyan yan. Sabi nga rin na Olivia, dati parang may issue yung Kathy Christie pa noon. So nung si Christie pa yung help desk manager, na medyo difficult ng kausap to pagdating sa mga billing. Speaker 5 01:21:01 Buti nga ako sa reports, wala na siyang problema. Speaker 2 01:21:06 Ay, buti naman. Maraglamo rin kasi yata. Speaker 5 01:21:09 Kasi tinanggal yata. Dati diba nasa, Pax 8 siya? Tapos wala na sila. Speaker 2 01:21:17 Sa ano ba sila? Direct sila? Speaker 5 01:21:19 Peter Consonant Sinicent. O. Peter Consonant, Sinicent. Speaker 2 01:21:23 Okay. Speaker 2 01:21:25 Ayan. Excuse me. Ay, okay ka na. Minasend mo na? Aling pangalan niya sa kanya. Yes, see. Okay. Thank you so much. Thank you so much muna kayo At main. Ayusin ko lang itong pinapagawa sa akin. May bago na naman. Wala naman. Mag-wrap up na lang ako ng mga dapat. Speaker 5 01:21:43 Yung nga, Yung kay Step, Di ko talaga, Di naman sa ano, Pero tingin ko loaded talaga yung reports. Kapag binigay mo sa akin, Di talaga kairi yung one week reports. Speaker 2 01:21:60 Yung computer count. Speaker 5 01:22:04 Oo, yung reports. Tapos yung may security. Speaker 5 01:22:08 Kay Stephanie ko Ibibigay yun. Hindi sa'yo. Speaker 5 01:22:15 Nararamdaman ko rin si Steph. Kanina na kasi i-call ko yung dalawa, Si Marvin. O, dyan, ikaw na. Speaker 5 01:22:22 Si Steph nga. Hindi ako. Speaker 2 01:22:24 Kasi ang plano ko Nga sa kanya, Kung hindi ko na siya bibigyan Ng monthly computer. Eh, diba, once a month lang yun. Sa daily task niya sa atin, Magiging ano na siya, Taga-monitor ng board. Speaker 2 01:22:40 Ah, kailangan ako sa board. Hindi, kailangan may ibigay tayo sa kanya daily. Na dagagawin niya. So, ano yung masasuggest nyo? Kung kaya ano sa'yo, Mags, Speaker 5 01:22:51 Natin ko mas mabigat yung, Pag-check ni Maggie sa procurement daily. Ikaw, Mags? Speaker 8 01:22:56 Hindi, ah. Kasi, parang sa akin, Kung checking na ganun, Para iisang tao lang eh. Di ba? Magsisend sa, Kung mag-ask Ang client and all, Or yung mga tech Or PM. Tsaka mayroon silang, Sariling Group chat. Ganon. Speaker 5 01:23:15 Okay ka naman. Speaker 2 01:23:16 So, alin doon yung mga, Pwede niyong ibigay Sa kanya Na daily monitoring. Kahit daily monitoring Or, Kasi invoice reconciliation As needed lang yun eh. Hindi naman siya Kumbaga, Mantil yung mangyayari Pero yung kung Araw-araw, Tenga siya. And mabibisi lang siya During the billing period Or report period. Speaker 5 01:23:37 Siguro, ano na lang. Ikaw, Maggie. Gusto mo yung ano, Yung dito sa teams, Yung mga mag-share web, Magpapa-add minus, Magsagot-sagot lang. Speaker 2 01:23:48 Ayun, gusto niyo ba, Ibigay na yun sa kanya? Speaker 6 01:23:52 Pwede naman. Sa triaging kasi, Real, wala rin naman Nagawin din. Speaker 2 01:23:57 May gagawin din siya. At least may diet gawin siya. Ayun sa iyo. Pag nating ba, sir, mga renewals, Meron pa na gusto nyo? Speaker 5 01:24:04 Sa renewals ako yan. Speaker 2 01:24:06 Wala kang pwedeng ma-monitor yan? Speaker 5 01:24:10 Wala, kasi weekly ko lang din Yung ginagawa eh. First, second week din yung ginagawa Talaga. Apos, itong Ano, siguro, sa shareweb, Add lang, add minus. Okay. Necessary adjustment, mga ganun. Speaker 2 01:24:26 Pag mga Adobe, Ikaw pa rin yan? Hindi naman madalas May nagpapa-add, Tama ba? Speaker 5 01:24:33 Saka madali lang naman yun, Basta nakabookmark. Tapos, Kung mag-reach out siguro, Yung mag-minus, Yun yung mahirap. Saka mag-renew, Basta ako sa renewal. Speaker 2 01:24:44 Okay. Yun lang yung sakit, Speaker 5 01:24:46 Kuhuro ko na lang sa kanya, Yun lang, Yung sa, Ano, Share web sa kanya, Yung pag-add minus. Speaker 2 01:24:52 Ang ano ko sa kanya, Invoice reconciliation, Na kailangan niyang mag-audit Before tayo, Mag-billing. And then, Yun nga, Pag-add ng Microsoft licenses. Speaker 5 01:25:07 Ano yung gagawin yung audit Kung wala pa yung, hindi pa nag-generate, Yung bagong invoice? Speaker 2 01:25:13 Pwede mo naman i-generate yun in advance, ha? I-delete mo na lang. Speaker 2 01:25:19 Like, i-punish bago. Speaker 5 01:25:21 I-generate natin yun kapag, Ini-edit na natin yung quantity, eh. Hindi. Ang anong niya doon? Speaker 2 01:25:28 Oh, ang ano, ang check niya doon is kunwari may mga significant na added products. Speaker 2 01:25:40 For example, kunwari yung AVD na nga na yun, di ba, nagulat din tayo doon. Hindi ko alam anong story noon. Pero basta related yun sa project, di ba, Maggie, yung kay Project Angel Food na Azure Virtual Desktop. So, lumabas na lang siya nung March invoicing ba o Feb? Which is, wala siya sa previous ano. So, parang ang goal kasi, Based sa pagkakaintindi ko, Kay Pete, Is yung ma-identify natin na Iko-question niya, Anong story nitong Anong story nitong product na ito, Speaker 2 01:26:12 Bakit na-add na siya dito sa For the next billing. Kasi, eh, wala naman siya sa previous. Kumagka, ika-catch na niya yung mga pwedeng Posibleng matanong. Once naman isin yung. Speaker 5 01:26:23 So, parang product description niya. Speaker 2 01:26:26 Oo, doon. Yun lang yung ano niya. Speaker 5 01:26:32 Hindi na yung quantity in all. Speaker 2 01:26:34 Hindi na, kasi mostly, Ang goal naman nga is Integrated na yung mga quantity and pricing. Pero kasi, syempre, Kailangan natin ma-identify nga. Yun nga, yung mga products na Na-add, na mag-reflect for the next billing. Speaker 2 01:26:49 So, so far, yun pala yung, Naisip ko, ha? Speaker 5 01:26:52 Ito yung magiging system natin, Yung process natin. I-generate na yung Ticket, lalabas siya, Yung status is new. Sabihan na siya. Speaker 2 01:27:03 Ah, pwede. Speaker 5 01:27:04 Aga gawin pa natin under review status. Kahit yun na lang siguro, Mas ma-distinguish niya naman kung ano yung Pwede niya i-check na. Speaker 2 01:27:12 Ayun, pwede naman. Speaker 5 01:27:15 Sabihan niya na lang tayo, once done, Then send na. Parang yung ginagawa natin Kay Jane before sending. Na-apply niya yung credit. Speaker 2 01:27:23 Ayun. So, yun. Yun pa lang naman yung mga nai-identify Na pwede nyo gawin. Invoice reconciliation, So kung gusto mo, ibigay nyo rin sa kanya Yung triaging, and then Yung plus-minus nga ng mga Share web na mga, Microsoft licenses. Speaker 2 01:27:40 So, yun lang naman. So, Ayan yung report pa rin sa grid, Which is monthly lang naman mangyayari yun. Invoice reconciliation monthly, ang daily Niya is yung licenses, And triaging. Speaker 2 01:27:54 For now ha, yan lang muna. I-monitor natin siya kung kaya niya And kung anong Tawag dito. Speaker 5 01:28:03 Yung mabigat talaga yung dalawa, invoice, Sa reports. Speaker 2 01:28:08 So Christian, kailangan natin, Ma-identify yung Ano pa ba ang dapat maging goal, Sa pag-audit ng Invoicing para Ma-avoid yung mga disputes Kasi diba, hindi. Speaker 5 01:28:33 N A. Speaker 2 01:28:24 Ang gusto nga natin Is makatch na natin Ahead of time. Hindi yung si client pa Yung makakadiscover na. Like mga duplicates, Ganyan. Speaker 5 01:28:34 Wawa si Olivia, Yung ano yun. Ano na palang nangyari. Speaker 2 01:28:38 Dun sa hardware refresh Na hindi na remove Yung mga old. Speaker 5 01:28:45 Wala pa akong update eh. Follow-up siya. Dito na lang tayo sa GC. I-email ka ba? Speaker 2 01:28:50 Follow-up mo? Tapos, eh, shit. Oo, tapos bukas may meeting sila With PAF. Yung with CEO. Speaker 5 01:28:57 Anong oras yan? Speaker 2 01:28:58 Alas 4 ng hapon. Yung mga credit na dapat i-credit, I-credit mo na. Speaker 2 01:29:04 Kasi baka mamaya. Ano man? Like yung ano, Yung na-charge natin for Azure. Tapos yung... Ano may sinabi ko sa'yo? Speaker 5 01:29:13 Ano yung... Passed in lahat nung 300, yung sinabing Kinonfirm ni Gabby, Eh... Kasi natukli siya sa Microsoft Azure Plan, sabi. T-next billing na lang yun, eh. Alin? Speaker 5 01:29:27 Ano ba nakapag-ano na sila, Jane? Speaker 5 01:29:31 I-confirm ko na nga lang, wait lang. Oh, sige. Tali, chat ko siya, no? Speaker 2 01:29:36 Hi, Stephanie, what's your phone number? Speaker 5 01:29:37 Wait lang. So, Tuesday. Speaker 5 01:29:44 I just want to check if we are able to identify those devices that's... Those devices... Speaker 5 01:30:14 Crediting back to them. Speaker 2 01:30:20 Ay, di ba pala ako nagbaya doon sa ano? Speaker 5 01:30:22 Those devices, we will be, Crediting back to them. Those devices, Should not have Been built. Speaker 2 01:30:37 O, ito's confirmed pala ni Gabby. Last month. Ay, sige, pagkatapos mo. Ano yan? Yung cost ng AVD backup and disaster, sa dato nga siya kinukuha. Kaya tama lang nahiwalay siya ng item dun sa dalawa. Speaker 5 01:30:54 Okay, perfect. Pero ngayon, yun yung i-credit kong ano, yung fixed na AVD, Ang problema lang wala pa yung AVD, yung in-invoice ni Marvin, sa dato, tama? Speaker 2 01:31:14 Wait, ang invoice in question is March and Anuwe. Speaker 5 01:31:19 March lang naman yan, hindi naman April. Speaker 2 01:31:22 Oo, wala naman sa April. Puff invoice. Speaker 5 01:31:26 Ito, share tayo. Speaker 5 01:31:42 Sumagot pa naman ako kay Jim. Speaker 5 01:31:46 Pero kung credit naman, Speaker 2 01:31:48 Pwede pa, di ba? Hindi ka naman mag-upload Ng existing invoice? Speaker 5 01:31:56 Pwede, walang problema. Mag-apply na yun, next ano? Speaker 2 01:32:00 Basta, hinighlight. Speaker 5 01:32:01 Hinighlight, Kapag yung next invoice na yun, Ima-minus na lang natin yun, Like yung MSP flat. Ano ba yun? Basta yung minus. Speaker 2 01:32:11 I-communicate mo kay ano. Speaker 2 01:32:16 Kung ganun yung mangyayari. Kung i-adjust sa next billing, Kay Mike. Kasi sabi niya, We double build Azure, For 360. Ito yung mga items Na i-discuss niya bukas Kay CEO ng PAF. Speaker 5 01:32:34 So, hintayin na lang natin kung ano yun Mapag-usapan niya. Ang important thing, Masasabi niya, magbibigyan natin Sila ng credit. Speaker 2 01:32:45 Nabigyan mo na lang credit yung, F3 licensing. Naremoved na rin Natin yung 2017 Siemens Sophos. Ang question ko ngayon, Is yun nga, yung mga nadobling Billing din sa mga hardware refresh. Yung hardware refresh, And Azure, yun lang. Speaker 5 01:33:01 Yung confirm na parehas Na ngayon lang natin na-confirm Katulad nung kanina kay Gabby Kinonfirm niya. Looks perfect, di ba? Speaker 2 01:33:08 Oo. Yung pinacheck ko sa kanya yung Di ba nag-check ako ng B-Linked Cash or Web, meron ng, March usage cost. Speaker 5 01:33:19 Oo. Speaker 2 01:33:20 So, tinanong ko, Correct ba siya? Sabi naman ni Gabby, yes. Okay. Speaker 5 01:33:29 Okay. So, itong Ano na lang, Azure. Ano yung tatanggalin ko? ABD Azure. 320 or 337. Saglit, saglit. Speaker 2 01:33:39 Punta muna ako, NYC. Mag-share ka nga yung screen. Nakaano ba sayo? Ito. Ang dami ko nang maka-open na ito. Hindi ko na alam ginagawa ko sa buhay ko. Speaker 2 01:33:48 Itong ito na. Nagulo na tayo. I-maximize mo nga, day. Hindi ko masyadong. Ito? Yan ay nung March yan, diba? Speaker 5 01:33:59 Ayan yung isa, ito yung isa, ah ito ba yung isa sa amin yung dalawa? Speaker 2 01:34:08 Ang nadoble dyan, si QB, yan baba, Azure Virtual Desktop, Desktop for QB and Azure Plan. Yes, yan daw ang nadoble. Speaker 2 01:34:20 So, ang i-remove mo dyan, since dapat naman talaga ang i-charge, Okay, desktop for QB is si Microsoft Azure plan. Under the Microsoft Azure plan, I-remove mo na yung na-charge natin na 360. Speaker 5 01:34:39 So, ito, i-credit natin. Speaker 2 01:34:41 Oo. Speaker 2 01:34:43 And then, retain mo lang yan, yung Azure plan. Kasi technically, parang existing na nga yung Azure plan. Chinargent pa natin sila sa Azure QB. Speaker 5 01:34:55 Okay. So, i-re-remove. Oo. Sa agreement. Nasa agreement na nakakabit eh. Speaker 2 01:35:01 Which is, Binago na natin, Di ba? In-enter na na yung, Microsoft Azure plan. Speaker 5 01:35:08 Ah, In-endate mo na ba yung. Speaker 2 01:35:09 AVD? Oo, in-update. In-double check mo. Sige. Speaker 4 01:35:16 Ah, AVD. Speaker 2 01:35:20 Check mo sa AVD. Alam ko, In-endate ko na yan eh. Speaker 2 01:35:25 Wala pa eh. Speaker 2 01:35:28 Ano yan? Baka pwede disaster? Oo, Yan na yun. Speaker 5 01:35:31 Okay. Speaker 2 01:35:33 Tapos, Tinan mo yung, Azure plan, Di ba yun o? Na ando na si QB And Azure Vsys database. Yun. So, Speaker 5 01:35:41 It's na tayo. Speaker 5 01:35:43 Ito o. Ah, Nag-371. Tatanggalin ko na yun sa sync to. Ah, Ano yung tatanggalin mo sa sync? Tatanggalin ko na yun sa sync. Bakit? Dito. Kaya yan, Nag-371 quantity. Ah, paligtad yan. Speaker 2 01:35:56 Dapat sa price siya. Speaker 2 01:35:59 Weird nga eh. Ang ginagawa ko dyan, every Mag-generate ng invoice, in-update ko na lang, To one quantity. Speaker 5 01:36:07 Pero huwag ko na kayang i-ano. Ano? Speaker 5 01:36:11 Dito yun eh, dahil dito lang naman yun eh. Kasi siya, mga Azure. Speaker 2 01:36:17 Kaya mo na, huwag mo na galawin. Huwag mo na galawin. Minor changes lang naman ang kailangan mong gawin eh. Every magbibili. One mo lang na quantity. Speaker 5 01:36:27 Ayan yun, no? Yung sequence, te. Speaker 2 01:36:30 O, ayan. Sabi ni Marvin. Speaker 5 01:36:31 Pag di mo binago yan sa agreement. Speaker 2 01:36:33 Yun na nga. Noong minsan, IAP pala yun. Yung managed workstation nila. Ginawa kong one yung sequence sa agreement. Tinan mo. Kasi iniisip ko nga, Sabi ko, Paano pag may na-add na product ulit sa agreement, Mababago kaya yung sequence? Sa English yun, di ba? O, tinan mo. We, ano ko. Sine-change ko to number one Yung MSP workstation nila. Speaker 5 01:36:54 Oo. Tapos naging auto number two, Yung ASAS. Speaker 2 01:36:58 Oo, para manahimik si Vince. Saan ba yan? Speaker 2 01:37:03 Eh, sa invoices yan. Oo. Asan ka ba? Oo. Ah. Dito naman talaga yun. Sa agreements. Sa agreements ko siya change. Speaker 2 01:37:13 Yung sequence. Punta ka ng agreements. Speaker 2 01:37:17 Tsaka Eldridge. Speaker 2 01:37:22 Okay. Naka-AVD ka dah eh. Ayan. Hanapin mo yung, MSP workstation. Speaker 5 01:37:28 Ayan na. Speaker 2 01:37:30 Ayan, Naka-number one na siya Palagi. So, Sabi pa nga ni, Ano sa akin, Ni Mike, Gusto daw ba niya Help niya ako, Na mag-reach out Kay ConnectWise Para maayos yung, Sequence. Eh, Na-discover yun namin ni, Marvin na pwede pala Sa agreement. Palitan. Like, Kung anong sequence, Ang gusto mo. Yun nga lang. Speaker 5 01:37:48 Siya yung nagturo sa akin eh. Speaker 2 01:37:50 Yun nga. Kaso, Kung ma-, Lalaman natin yan. Kung Mababago ang sequence nga, pag may na-add Na naman ang bagong product, Kay agreement. Mababago yun. Ayun nga, hindi siya fixed, di ba? Speaker 2 01:38:03 Hindi siya fixed. Lalo na. Speaker 5 01:38:04 Kapag i-end date mo, Syempre. Yun. Speaker 2 01:38:09 Kaya every time na may changes. Speaker 5 01:38:11 Pero dito rin, mababago mo. Speaker 2 01:38:13 Siya. Yun nga lang, Which is another Rework. Yun nga yung sinasabi Natin, di ba? Kaya nga, Sabi ni Mike kung pwedeng Mag-reach out sa ConnectWise And malaman if may way, Na maging fix yung Sequence. Speaker 5 01:38:30 Sa kaya, ano mo ba yun? Iisa-isahin mo ba talaga yun? Speaker 2 01:38:34 Wala namang nagreklamo, Kliyente sa sequence. Ito lang talagang... Wala. Speaker 5 01:38:39 Eh, sila yung may gusto, Dahil bawas trabaho sa kanila Madaling ano, eh, Da-download mo lang yun. Sige nga. Tapos, sa-sort mo lang. Ayan, oh. Speaker 8 01:38:48 Hindi, ikaw nalang mag-download tapos... Speaker 5 01:38:53 Ako na naman, trabaho nalang. Iratin dalawang mga AM natin eh. Parang tanga eh, no? Hindi mag-explore eh. Gusto nila lang yung susubo nila eh. Speaker 4 01:39:06 True. Umm... Ito yung... Bakit walang sinetong? Speaker 4 01:39:19 Close na to. These are the remaining subs. Transfer it to... These are the remaining subs. Speaker 4 01:39:34 One adult. Book your taxi. Speaker 5 01:39:40 Diba? Tapos tignan mo, Ito hindi siya man marunong mag-follow up si Vincent. Speaker 5 01:39:52 Are the remaining steps Ako pa magpapalo. Speaker 4 01:39:59 Sa anya Delivered, And. Speaker 4 01:40:22 May 7 Departure time 12.05, PM. Speaker 5 01:40:33 Pagkano yung cake, Max? 105, Kayang-kaya mo na yun, Maki Ikaw na, niningil ka ma. Speaker 4 01:40:41 Bawa Niningil ko, Kayang-kaya ni Maki. Speaker 5 01:40:51 Ano na ito? Check-in voice? Speaker 8 01:40:55 Bakit? Sino ka? Check-in voice? Speaker 6 01:40:60 Alright, this is me. Ayun, nakita ko. May pare-imbursement. Ah, kaya mo na yung monitor eh. Ano yung papare-imburse? Speaker 8 01:41:13 Sige, sabihin ko rin. Eh, di sa mag-pare-imburse yung kay Christian. Speaker 6 01:41:21 Nakabuli naman ako ni Abingan ni Sy Bakit daw ako bibili. Sabi ko, okay lang yan, magpapabangwa tayo. Nagagastos pa siya. Inverse naman. Sabi ko pa, malay mo, baka dagdagan nila Pit ng $100 Pumasa. Asa ka. Speaker 8 01:41:44 Asadora ka. PM. Speaker 4 01:41:48 2009. Speaker 5 01:41:54 Okay, ito. Saan na tayo? Speaker 5 01:41:58 Ay, MSA. Anong gusto niyo? Asa si Marvin? Speaker 2 01:42:06 Baka may meeting siya. 927-931. May send ka na rin yung sakin. Speaker 8 01:42:12 Sure, mate. Speaker 8 01:42:17 Ano? Bakit 428? Speaker 6 01:42:19 Ayan na. Speaker 6 01:42:22 Pinag-uusapan pa naman din natin siya. Sakit. Sabihin ka pa naman, Speaker 3 01:42:28 Uuwi na ako. Speaker 5 01:42:30 Ay, pinag-uusapan ka namin. Speaker 3 01:42:33 Ay, pag-usapan niyo lang ako. Sabi ko kasi sa universe, At yung pag-uusapan ako ng tao, Mayroong $10,000 na babagsak, Sa account ko. Sige, pag-usapan niyo lang ako. 10,000. Speaker 6 01:42:50 Grabe. So, taso mo magsama-sama sa audio. Speaker 8 01:42:53 Ay, ay lang. O, seg. Yung Amazon ko. Yung karma ko. Speaker 8 01:43:00 Pagka-cash out ako kay Vin. Speaker 5 01:43:05 Ano kausap? Masi-secret, oh. Speaker 8 01:43:06 Okay. Speaker 5 01:43:07 Pagka ano nga daw siya, Ay redeem daw pangalan sa'yo. Para buksan mo daw kay Mag. Speaker 8 01:43:13 Seg, cash out ako. Speaker 6 01:43:14 Pagong sahod yan, Maggy. Pagka nadadagdagan pa ni Marvin 100 yan, di ba, Vin? Charity. Speaker 6 01:43:27 Ano itong MSA like yung katulad, Yung ginawa lang natin dati, right? Speaker 3 01:43:32 MSA lang. Meron silang sign ng MSA. Speaker 5 01:43:36 Oo. Speaker 6 01:43:39 Ginaka-fix rate ako Ng 55, ha? Speaker 6 01:43:43 Minus 6. 61 na, right? Speaker 8 01:43:46 Hindi ka ba mag-increase Like... A-fix rate nyo. Like gasolina? Speaker 6 01:43:57 Oo nga, Mabin. Gusto mo mag-rollback sa 50? Speaker 6 01:44:04 Alam mo, rollback. 61 na, oh. Sige na, Bin. Ano din ako, redeem. Kahit 57. Speaker 3 01:44:12 55 lang. Fixed rate yun. Kasi nga, napapagastos ako. Ako na uobliga akong bumili sa Amazon. Speaker 6 01:44:21 O, hali, gamit mo naman yun, ti. Speaker 3 01:44:25 Aldo ka nga dito. Eh, hala, o, obliga akong bumili sa Amas. O, hindi naman ako bibili dapat. Dahil meron akong, ano, points. Bibili ako ngayon. Speaker 6 01:44:35 Ay, alam mo nun, ito pa, o. Nandito, 100 pa sa akin din. Speaker 3 01:44:42 Bigyan kayo kitang 100 pesos. Speaker 6 01:44:45 58 bin. Sige na, tawad na lang. What if peso na lang? Speaker 6 01:44:52 One is to one. One karma. Speaker 6 01:44:57 Garaan mo yung Harvey, no? One is to one. Magbe-birthday man yung ano, inaanak mo, Vin. Speaker 8 01:45:05 Happy birthday. Alam mo, gagawin namin, Kitsyan? Ano? Magdo-jollibee na lang kami. Tapos, ayun, at isama-sama. Speaker 6 01:45:12 Oo nga. Del, sabi ko nga kay Steph, eh. Sa Hong Kong na lang magja-jollibee. Tip rin nyo, ha, kako? Speaker 3 01:45:26 Na-lunch out ako. Hindi pa pala ako nag-lunch. Speaker 6 01:45:29 Sabay tayo, V. Sabay tayo. Speaker 6 01:45:35 Nag-lunch out na lang din ako, ha. Hindi pa rin ako nag-lunch, eh. Nakuha sila, eh. Wala kasi namin may meeting kami. Speaker 5 01:45:43 Kaya, ano, Mga construction. Eh hindi sumipot. Speaker 2 01:45:49 2 hours wala, Over break na siya Sino? si Mark, Eh lagi pa naman siyang may pinapamonitor Lately. Speaker 3 01:46:01 12.06 to 2.40 sinatawagan kanina. Speaker 2 01:46:08 Hindi sumasagot. Speaker 3 01:46:09 Oh, Natinat mo? Hindi pa. Speaker 2 01:46:15 Pwede bang i-heads up ko siya sa ganyan? Na pinapaka-under... Sabihin mo na... Speaker 3 01:46:25 Reminder lang ha. Speaker 5 01:46:28 Para wala kang konsensya rin. Speaker 8 01:46:32 Hindi, sinasabihin niya talaga. Kung wala niya pa siya ng konsensya. Speaker 3 01:46:37 Hindi naman niya first time. Speaker 4 01:46:38 Ang konsensya si Adrian. Speaker 4 01:46:42 Just ahead. Speaker 3 01:46:46 Sabi ka na lang, Please be mindful Sa lunch break Kasi ano na, Naka-flag ka na sa Nasa radar ka Ganyan pag sinasabi ko noon, Sa team, Nasa radar ka na And you want to be. Speaker 2 01:47:01 Nasa radar ka na Kasi, Mayroong mga non-PH Kasi nanado sa group chat So malalaman nila, Kung what time ka bumabalik. Speaker 3 01:47:11 Oo, tapos sasabihin niya, eh bakit si Marvin ganito? Huwag kang makisama sa hanayin. Speaker 3 01:47:18 Huwag mo naman i-call yung sarili mo. Hindi mo pwede, hindi mo pwede i-villain. Katulad ka siya sa akin. Speaker 3 01:47:26 Ako pa exit. May akong powers. Sabihin mo saka, ako pa exit. Speaker 8 01:47:28 Na-exit na daw kasi siya. Baka gusto mong um-exit. Speaker 3 01:47:33 Pipili ka lang, ma'am. Speaker 3 01:47:37 Grabe na. Pag sinabi niya, pag... Paul, pag dinahilan niya ako, Sabihin mo, Ah, pa-exit ka na din. Gano'n na nila. Ah, pa-exit ka na din. Speaker 6 01:47:48 Gusto mo din? Eh, eh. Gusto mo din? Pa-exit ka? Bago pa rin. Ano pa naman niya? Anak niya? Six or months? Ilang months? Speaker 3 01:48:02 Baby pa. Pa-exit ka na pala eh. Sabihin mo. Sige, tuloy-tuloy mo lang yung Overbreak mo. Speaker 3 01:48:13 Tapos kakanta si Kyle. Speaker 4 01:48:16 Huwag mong limutin, Ay, ikaw yung ano. Speaker 2 01:48:20 Yung transition Nasikat na niya Tinatama. Speaker 4 01:48:28 Iknig ng puso Huwag mong itara. Speaker 3 01:48:39 Lanig na Lanig ng boses ko, Nangilo ba kayo? Nagka-brain freeze pa. Speaker 3 01:48:49 Kaya lang, sumakit mo ako? Speaker 3 01:48:52 Nangilo. Speaker 3 01:48:55 Lamig eh na. Sa sobrang lamig ng basis. Speaker 3 01:49:01 Magawa nga akong matcha. Speaker 3 01:49:05 Matcha. Speaker 5 01:49:08 Standard. Speaker 6 01:49:09 Hindi na nanggigising ta, mga kabin. Hindi na gumigising si Kay Long, Ng madaling araw. Speaker 5 01:49:15 Bakit? Nagbipat na nga kami yung station. Speaker 3 01:49:19 Eh, mabuti yan. Hindi na mag-apekto yung utak ng bata. Sinabi ko nga rin ni... Magagaya pa sa'yo. Speaker 3 01:49:30 Siyempre, puyat ka, diba? Puyat ka na. Pagaya pa ang FES. Speaker 6 01:49:37 Wala, hindi ako yun. Alam ko yun naman eh. Speaker 8 01:49:42 Tinatansay ko lang kung ano yung, Gustong sabihin talaga ni Marvin. Speaker 6 01:49:47 Hindi, wala akong Gano'n pag-i. Hindi mo mapasok sa isip ko yung gano'n. Parang feeling ko yun. Marvin, ano yan? Meron tayo. Speaker 3 01:49:59 Meron tayong pact. Speaker 3 01:50:02 May agreement tayo. Speaker 3 01:50:06 Ang isa kayo di pa pala rin. Speaker 6 01:50:10 No, yung no. Speaker 6 01:50:15 So, Pwede. Speaker 3 01:50:17 Ising na ba aking magulang? Speaker 5 01:50:23 MSTS, no, Bin? Speaker 3 01:50:26 MSTS, yes. And then, kung... Alam ko naman, 90% na ng client natin, Merong ano. Oo nga, right. Speaker 2 01:50:34 Tuwing kailan pala kayo nag... Warterly yan. May recurring ticket ka? Speaker 3 01:50:42 Yung... Oh, my nose ko. Speaker 3 01:50:45 Quarterly agreement sync up. Speaker 6 01:50:47 Oo, nandun din namin. Speaker 2 01:50:49 Anad mo nga ako, Kakrish. Speaker 3 01:50:52 Ah, sige. Kasi sabi ko, Ikuklaus ko na to ha. Kasi sabi ko, Nag-ano naman tayo. Di ba, Krish? Sinabi ko, Ikuklaus ko na to ha. Tapos sabi ko, Nag-sync up naman kami Sa ano, Yung sa increase. Sabi ko, Siguro naman updated lahat to. Okay daw. Open mo ulit! Speaker 2 01:51:14 Profile, Intestine. Speaker 5 01:51:15 Update ko na lang muna. Speaker 2 01:51:17 Yan yung hinihingi ni Kayla Dun sa ARCrow Na spreadsheet. Speaker 5 01:51:23 Itong Dropsuit? Speaker 2 01:51:28 Nag-email siya sayo, hindi yun sa ARCrow Wala. Speaker 5 01:51:34 Dropsuit to, Migration Coordination. Speaker 2 01:51:39 Wait lang, asan ba yan? Speaker 2 01:51:42 Nag-reply ka ba dito? Yung sa ARCRO Industrial Partners Na transfer request? Speaker 3 01:51:49 Nagagalit yung bata. Speaker 2 01:51:50 Sabi niya, can you send me back The filled out Excel I attached earlier, So I can make this admission on my site? Tapos nag-follow up siya kanina eh. Speaker 5 01:51:60 Wala ako dyan, hi team. We need to Submit a transfer request for, ARCRO. Wait lang. Ito yung hulik ko sa'yo. Ikaw yung play. Speaker 2 01:52:12 Screenshot ko. Send ko sa'yo ha. Ano ito yung pangalan mo? Speaker 3 01:52:17 Sample mo sa kanya. Speaker 2 01:52:20 One, two. Yung pinapasend siya. Speaker 5 01:52:23 Ito, just following up. Ah, ah. On the Excel sheet so I can submit this for you. Ay, wala. Hindi ko ito nakita. Speaker 2 01:52:31 Replyan mo na. Tagal namin inayos Yung arc row na yun. Speaker 2 01:52:37 Makuha lang yung access. Speaker 5 01:52:42 Ah, ako kasi yung pinaano mo. Hindi. Speaker 5 01:52:46 Ah. Speaker 5 01:52:51 Wonderful. Can you send me, Back the filled out Excel I Attached earlier? Speaker 2 01:52:58 Mantagal naman bumalik Ng background check, Ni Marie Curie. Alam mo, Napansin ko, Hindi niya inattach, Dun sa original email. I-replyan mo siya. Sabihin mo na mismo Aatang inattach, Dun sa original email. Speaker 4 01:53:19 Hello, Hi. Ano ba yun? Bye. Speaker 4 01:53:29 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52, 53, 52, 53, 54, 55, 56, 57, 58, 59, 51, 52, 53. Speaker 3 01:53:57 Naka-aha naman si Maggie. Akala mo nakakita siya. Criminal. Speaker 3 01:54:03 Sure. Speaker 4 01:54:08 Sana siya. Speaker 3 01:54:15 Gusto niya ba isagotan namin kanina nila, Olivia At ni Christy? Speaker 2 01:54:21 Hindi ko naman, ano pala yun, hindi ko naman. Speaker 3 01:54:23 Parang nagpa-pop quiz Kayo na si ano kasi. Speaker 2 01:54:28 Ayon sa After Hours? Oo. Speaker 5 01:54:34 Kinasakyan ko lang naman siya. Tapos si Christy Gusto sumali, ayaw i-sali ni Marlene. Aram. Speaker 3 01:54:43 Then G na G kasi siya. Wait, teka, hindi pa na. Wait. Hindi pinaka. Speaker 4 01:54:48 Shit, kailangan ko pala. Ayun, meant to see The farms, Ay, nga Gustuhan ko, Pagpulisan naman po tayo nito. Speaker 3 01:55:15 Tricky Pagpulisan naman. Speaker 5 01:55:20 Tayo. Speaker 5 01:55:23 Inaantay to ni Pete. Pwede bang bukas natin i-update siya? Speaker 3 01:55:27 Hindi naman niya sinabi, Inaantayin niya. Ngayon na. Speaker 3 01:55:31 I think so. Pero sabi lang niya, Kailangan niya, Di ba, Paul? Oo. Speaker 4 01:55:36 Yes. 9007. Speaker 4 01:55:41 9. Speaker 5 01:55:41 Ngayon nilababalikan Si Nia, Yung increase ng 5%. Hindi na lumaban si Vince. Speaker 2 01:55:48 Kasi nag-meeting kami Tungkol sa Spares Unang nag-join sa meeting si Monty, So binati ko si Monty, Hi Monty Tapos napansin ko na sa peripheral view ko Na nag-join din siya Tapos hindi na ako nagsalita, Nang nag-join siya, Hindi na ako nag-warning Hindi na ako nag- Taimik lang ako, Thank you for watching! Ate, nag-follow pa ko sa kanya. Speaker 2 01:56:21 After ko sinan yung email Nag-follow pa ako sa chat, Gusto ko ba mag-dating Or okay ka na doon sa sinan Kung ano, Sinin yan lang ako O di. Speaker 3 01:56:29 Bolo ko, Tumatakas, Tumatakas siya sa Accountability. Speaker 2 01:56:34 Sinin lang niya ako, O di Ikaw Hindi kita susuyuin, Ang bolo ko dyan. Speaker 5 01:56:38 Yung ano Bean Kasi niya yung ano, Ano yan, Acknowledgement Yung pag Ano yan, Ownership. Speaker 2 01:56:45 Acknowledgement, Nagka-anohan kami ni Seg Ng sentiments namin, Sa ganyan-ganyan niya. Speaker 3 01:56:55 Pati pati kay Bin? Speaker 2 01:56:57 Hindi, kay ano lang. Kay, tawag dito. Kay Seg lang. Sabi ko, Seg ba't ganun? But parang feeling ko, Napapansin ko yung mga AMs, Never pa silang nag-take ownership, Sa mga gaps at lapses nila. Parang feeling ko, Lagi siya naganas, Sihin. Ganun. Eh, sabi niya, Nako, last year ko pa yan, Napansin mi. Sabi niya. Speaker 3 01:57:23 Ako nga, di ba? Kaya magkaaway kami ni Michael. Speaker 2 01:57:26 Kaya ayun, sabi ko. Eh, magaling kasi silang magsalita eh. Parang alam mo yun, Low-key, Sinisisi ka nila. Pero dahil mabulakwak, Silang magsalita, Hindi nila explicit, Isa sabihin na, Masalanan to Ng admin team. Ganun. Totoo. Speaker 3 01:57:42 Nasa talad na nila yung mabulap lang silang magsalita. Yeah. Speaker 6 01:57:52 Tano siya, no? Pareng Mike. Kung pare kayo, hindi pa rin sabi niya. Oo. Speaker 6 01:57:58 Tatay ko daw yung thrill. Nakaulat si Marvin. Ano mo? Tatay ko daw. Sino ba? Hindi, hindi. Si Tony Losas. Si Tony naman ang tatay mo. Ano kasi, Mike? May sinabi ka nun. Sabi ni Mike Bet na bet daw ako Bumati pa eh Bet na bet ka talaga ni Mike. Speaker 3 01:58:22 Gagi Nung nasa call kami minsan ni Mike Sinabi niya na, I really like Christian, Sabi niya ganun kasi Siyempre meron akong mga alam na hindi mo alam Christian, Sabi niya, I really like Christian, no? He really did a great job On this report, ganyan-ganyan. Tapos sabi ko sa isip ko, Madaming beses ko pinagalitan siya dyan. Tapos, Sinahiyad ko na lang. Oh yeah, he's really hardworking. Speaker 6 01:58:53 Wow! Coming from best manager of the year. Speaker 3 01:58:58 Siyempre, Pati ano naman, buhat na buhat. Sabi ko mga sa inyo, Hindi ka... Hindi ko pa yung sinisiraan talaga. Para may trabaho. Ayaw ko sa inyo. Kung ayaw ko, Sinisiraan ko na. Speaker 2 01:59:12 Nagkano naman siya. Naappreciate ko rin naman si Mike When it comes to advising nga, Sa pagdating sa leadership And all ganyan. Pero yung mga times talaga na, Pag mga ganyang Nagkakagipitan na. Papalo talaga. Speaker 2 01:59:26 Oo, Hindi ko maiwasan. Sabi ko, Misang kinu-question ko, Tama ba itong nararamdaman ko? Ganon. Kaya parang sabi ko... Speaker 3 01:59:35 Normal ka naman, Paul. Pinagdaanan ko yan eh. Di ba? Speaker 2 01:59:40 Kina-question mo yung mga Sa'yong mga decision mo, Or yung thought process mo. Ako lang ba? Do you trust yourself? Oo, ganon. Ako lang ba? Speaker 3 01:59:47 Oo talagang ganyan siya. Speaker 4 01:59:49 Yun, ganon. Kaya parang... Speaker 3 01:59:50 Di ba meron sa... Meron po sa Reddit na Ako ba yung gago? Yung gano'n. Ako ba yung gago? Speaker 2 01:59:57 Ah, my asshole. Ayun, ganon. Speaker 3 02:00:01 Ganon. Mag-a-apply siya doon. Buti na lang Mayaman tayo Buti na lang maganda tayo Mayaman tayo, True. Speaker 2 02:00:15 1, 2, 3, 4 Ito 12 ko na lang Ito, 3, 5, 7. Speaker 5 02:00:24 Aanay na naman ako niya na, Thank you, Oo, maghahabolan na naman kami ni Adem. Sa MSA? Oo, maghahabolan naman kami. KPM dalang ako sa kanya eh. Wala pa siya, hindi niya rin makita eh. Speaker 3 02:00:46 Sabi mo, sabi mo, hinahabolan niya, no? Nahalap na ni Pete. Wala mang to, kaya matagal mag-replay, hindi niya rin makita. Sa totoo lang, feeling ko, hindi naman, nakuha na ni Ivy ni yung loob ni Chinky. Like, sobrang palagay na sila sa isa't isa To the point na, Nagko-cover na lang si Chinky sa wrongdoings. Speaker 2 02:01:08 Well, kinausap ko siya, Ito yung hapon Inamin niya sa sarili niya, nagko-coach niya si Ivy Kasi nga, Yung minention mo, Na i-document yung naging issue ni Yung kay, Maggy Tinanong ko siya, gusto kong lumabas sa bibig niya, Nagko-coach na lang niya Para amirin niya may mali rin yung tao niya, Thank you for. Speaker 4 02:01:50 Watching! Speaker 2 02:01:30 Ayun, sinabi niya. Kokoach niya. Kasi nga, Dinidirect ko yung question ko Sa kung paano niya Ang aminin Na may mali din si Ivy. Speaker 2 02:01:43 Ayun. Sabi niya, Ano na lang niya. Kokoach na nga lang doon Sa mga ganun. Speaker 5 02:01:59 Wala na eh. Parang walang update, Vin. Ba't gano'n? Tinigyan naman natin sila, right? Dali nga. Baka ako din. Speaker 3 02:02:09 Tignan mo muna yung ano mo. Huwag ka lumalabas ng Tama. Oo nga eh. Lumalabas. Ikaw ko lang yung mali. Upboard ka na. Speaker 5 02:02:20 Hindi pa naman. Ay. Wala pa. Speaker 4 02:02:24 Wala pa pala. Speaker 3 02:02:30 Siyempre, pag maldita ka sa katrabaho mo, Dapat hindi ka nagkakabali. Gano'n lang yung... Speaker 4 02:02:45 Si Edge. Speaker 3 02:02:57 Claude Barreto. Yan ang pangalan ng Claude. Si Claude Barreto. Sige. Speaker 4 02:03:04 M-S-A. Speaker 4 02:03:09 S-O Hello! Speaker 2 02:03:27 May utang ako sa'yo, sorry na Ano yun? Speaker 7 02:03:38 Pero wait lang, May meron kang song or record No meeting nyo kanina, Yes, I'll send it to you, Perfect Can you give it to me? Thank you. Speaker 2 02:03:52 Okay. Kasi, Speaker 5 02:03:54 Ano yun? Speaker 2 02:03:56 Buti na lang, Ate, Mayroon akong access Nung plod ni, Plod ah, Hindi plod, Plod ni, Sa pingali. Oo. Pag hindi ako, Nag-schedule ng meeting, May ability ako, Mag-record. Kahit hindi, Ano, So yun yung ginagamit ko. Speaker 2 02:04:13 Ay. Ayun, Ako send ko sa'yo later. Wait, Reply ang kanya. Christian, Shut up. Speaker 2 02:04:20 So, Shut up. Speaker 6 02:04:22 Hindi ko na alam yung time entry ko. Speaker 7 02:04:30 Ako din, I-stress na ako. Speaker 6 02:04:33 Ako din Alam nyo, nasa stress ako. Speaker 7 02:04:49 Kasi. Speaker 7 02:04:51 Hindi ko alam kung may friction doon Si Antone at si Jason. Kaya ako yung nasa gitna. Bakit? Jason? Speaker 7 02:05:02 Oo. O yung bago? Yung bago? Oo. Yung director. Ah, yung kachat ko. Kachat ko siya. So yung nagtatanong ko sa layo. Ay, naka. Kasi. Ah. Speaker 5 02:05:20 Jason, mahilig mong tuck in yun. Tuck. Speaker 5 02:05:24 Porn-in mo ba? Speaker 8 02:05:27 Ituck in mo kaya fest mo. Ayan. Speaker 6 02:05:31 Bakit ba lagi yung Fest mo yung ano mo? Bakit ba talaga yung fest na napaglihian mo? Ay wala. Yan talaga. Laking pasalamat mo. Marunong akong pumili, Ng paglihian mo. Expert ako dyan. Ito si Diana. Sige na lang. Di ba, Seg? Speaker 6 02:05:54 Okay, what's the record? Speaker 5 02:05:56 Perfect. Speaker 7 02:06:01 Check. Shocks! Hindi pa nang lunch, ha? Tapos mag-OT pa yata ako. Speaker 6 02:06:08 Gusto mo ba, Mi? Send ko yung... Siyempre, hindi kami galing UK. Ikaw lang mag-OT. Lunch out ka rin. Speaker 2 02:06:15 Send ko sa'yo yung Pro na transcript. Speaker 2 02:06:20 Or ronotranscript Kung nabahala Mag ano sa Chachibini. Speaker 7 02:06:24 Yes. Anything that I can get Any data. Okay. Kasi si Jason Then ano siya Blinded. Speaker 2 02:06:35 Yes. Wait lang. Ito, send ko na sa'yo. Naka, Naka note, Na format To Pag, In-export ko From, Blood. So, So lang dyan naman na lahat. Tinan mo. I So, Speaker 2 02:06:51 Wait lang, hindi pa siya nagsisend. Speaker 2 02:06:55 Tapos yung mga names ng participants, Si Chris Howard, si Masi, Wait, ano nga ang pangalan niya? Foothill. Speaker 7 02:07:05 Oo nga, may pahingi din. Kasi kailangan... Foothill. Hindi pa ako tomorrow, kaya ano. Okay, ayan. Perfect. Thank you. Hindi. Speaker 2 02:07:20 Tapos, ito ang participants kanina. Oo nga, Mi. I did it! Si Massis is yung IT manager nila. Speaker 7 02:07:29 IT manager? Yeah. Hindi kasi namin alam kung, Paano i-pronounce yung name niya. Massis. Speaker 2 02:07:37 Oo, si Massis. Speaker 7 02:07:39 Massis, okay. Speaker 2 02:07:41 Yun. Responsive ba yan? Hindi ko pa siya nakausap, actually. Si Chris, oo. Si Chris Howard. Siya hindi pa. Uh-huh. Speaker 4 02:07:54 Ah, okay. Sir. Speaker 4 02:08:08 Uh-huh. Speaker 7 02:08:13 Nawa ako. Wait, mag-time entry nga muna ako para maayos. Anong ginawa ko? So, after nung call natin With Kellogg R's, May meeting kami with Inay Maverick. Meron ako yung may ano nun. So, Oh, speaking, we need to buy Another nook. Maggie, I need you to buy, ASAP. Hanapin ko lang Ano ba yung nook na yun dati. Speaker 7 02:08:43 Shaz, kailangan ko yung, Maverick. Speaker 6 02:08:46 It's like a small Kampira that you need to Twining. Speaker 6 02:08:54 Square popping comments. Busit kayo talaga. Speaker 6 02:08:59 Pepe seg. Pepe seg naman. Speaker 6 02:09:04 It's like a small, Kampira. We bought it, But we It's like a small. Speaker 5 02:09:12 Is this? Speaker 7 02:09:15 The one. Amazon itself. Speaker 7 02:09:19 Wipe. Wipe. Wipe. Wipe. Expense. Perfect. Speaker 7 02:09:27 And Gilbert. Perfect. This one. Speaker 7 02:09:31 That's 599. Speaker 4 02:09:34 I hope. Speaker 2 02:09:38 It's Good. Speaker 8 02:09:45 Yo, wala na. Elisa, wala na. Speaker 7 02:09:54 Wait lang. Alam niyo ba? May iba pa kay Tao sa inyo. Natawa ko kay EJ. Speaker 7 02:10:01 Ito yung conversation niya, Kay Anzor. Can you buy three chips For testing purposes? And then sabi ni Anzor, Why do you need three for testing? Sabi ni EJ. I figured if I ask for a tree, it's easier to get you to say yes to one. Speaker 7 02:10:20 No. Speaker 7 02:10:23 I figured if I ask for a tree, it's easier to get you to say yes to one. Speaker 7 02:10:31 Yes, get one. Speaker 7 02:10:35 Oh, my gosh. Anyway, this is the one that we need. Check this ticket please buy so um we have the approval to get i wait para documented I'm gonna send it. Speaker 5 02:10:57 You like, Itong si 601, naka-cool your spot rin siya. Speaker 3 02:11:16 Sa RT mo, kiss siya. Speaker 5 02:11:23 Tuloy siya mo kayo sinabi mo? Ito, yung kay cool your, 601 siya, pero naka-cool your spot din. Sige, tanggal mo kasi yung screen mo. Speaker 7 02:11:34 Ay, sorry! Naka-share screen pa pa na ako, okay. Kaya kami sinasayang si Chris siya. Speaker 5 02:11:41 Eh wala naman ako Shimmy or gano'n yun. Speaker 2 02:11:43 May tuwago ko lang sa answer.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=d9c3ffd8-ecf4-4103-bdf9-b7b20927858a&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3ODAyODg3MSJ9.CgoKBHNuaWQSAjY0EgsI0J6e7_XClT8QBRoOMTAwLjUyLjIwMS4yMzkqLEUyMnUwaTRBWnVQMFFCSFAwRWlEZnY3NVh3Q09GQnBCdSs4RDMvM1MxTlE9MJoBOAFCEKIQy9ZQ8AAQj26tFNlZyKRKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.DMvV8Rl40hxHeaGeHe0NaTjY6qDv8RSifzVyXYgRZas&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
06-02 Meeting: Tabletop Exercise Debrief, Smarsh Archival, Single Point of Failure	> Date: 2026-06-02 16:11:00 > Location: [Insert Location] > Participants: [Christi] [Speaker 2] [Vince] [Speaker 4] ## Meeting Notes ### Debrief of Tabletop Exercise with Crimson - Jason ([Speaker 2]) completed his first tabletop exercise with Crimson and found it a strong, enlightening test of response procedures for scenarios like business email compromise. - Christi intentionally selected more challenging scenarios to make participants think, especially with new SEC regulations taking effect on June 3, 2026. - The goal was to understand the client's stance on deeply impactful scenarios, so Christi called on the internal team less frequently than usual. - Vince noted this exercise differed from last year's, which focused more on disaster recovery and physical emergencies. ### Discussion on Smarsh and Communications Archival - Vince highlighted a need to investigate the client's use of Smarsh for communications archival. - While Microsoft 365 outages are covered, there is no visibility into backup and recovery processes for their SMS platform outside of Smarsh. - The client should know where to find Smarsh policies and investigate whether a third-party backup solution is needed for restoration purposes. - Christi asked if this presents a potential upsell opportunity for their team. - Vince is researching Smarsh partner programs for another client (Arc Capital) to determine if local restores or manual data exports are possible. ### Single Point of Failure ("Monty" Issue) - Vince identified Monty as a potential single point of failure; if she is on vacation, incident response could be delayed. - While Paul would contact Sam, who then notifies the appropriate people, time lost trying to reach Monty first could be critical during a breach. - The team has no telemetry on communications sent directly to Monty, as these aren’t escalated unless a formal ticket or help desk call is made. - [Speaker 4] countered that Sam rapidly distributes information and usually gets quick replies from someone at Crimson, so risk might be low as long as Sam is notified. - Christi acknowledged the client knows their escalation points, even if they complain, and plans to include a "Monty is on vacation" scenario in next year's exercise. ### Report and Future Actions - Christi will prepare the report for the client, likely completing it this week (week of June 1, 2026). - She will send the draft report to the internal team for review before sending it to the client. - Christi is creating a runbook on formatting and laying out these exercises, including different scenarios based on client needs, to be stored in the Hudu knowledge base. - Jason ([Speaker 2]) expressed interest in conducting a future tabletop exercise. ## Next Arrangements - [ ] Christi to complete the tabletop exercise report and share it internally for review. - [ ] Christi to add a question about Smarsh backup/recovery to the report and include guidance on where to find Smarsh policies. - [ ] Christi to create a runbook for tabletop exercises and add it to the Hudu knowledge base. - [ ] Team to assess and document a mitigation plan for the "Monty is on vacation" single point of failure scenario (e.g., ensure Sam-first escalation path is explicit and monitored). - [ ] Evaluate the potential upsell opportunity: formally review third-party backup solutions for Smarsh, outline pros/cons, and determine whether to propose to the client. ## 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 potential risk of Monty being a single point of contact for the client was discussed, but no immediate action was decided upon to mitigate this risk, aside from including it in a future exercise. > 2. The discussion about a potential upsell opportunity regarding a third-party backup solution for Smarsh did not result in a concrete action item to formally evaluate or propose this to the client.	Jun 2, 2026	Speaker 1 00:00:07 So I was very nice. Hello, hello. Hi, hi guys and everyone. So that landed earlier than I expected. Um, I am not expecting the other three to pick up. Um, but what do you guys think? And Jason, this was your first tabletop with Crimson. Speaker 2 00:00:25 Yeah, no this was really good. This um, I've not done a tabletop, but it was a very enlightening kind of testing how they would, you know. I've been in real scenarios for business email compromise and this is exactly, you know, The kind of things that how does the business know and how do we respond and all that. So this is important. It's good. Speaker 1 00:00:57 Good. I'm glad, I did choose some scenarios this time that was going to make them pause and think. I didn't want to go with the cookie cutter ones from last time, but also because regulations are changing with SEC as of tomorrow, I really wanted them to think about, hey, what would happen if? Which is why I didn't call on our people as much this time. Normally Jason, I'm going to call on Sean and Christi and Anzor more and more than what I did this time. Speaker 1 00:01:28 I really wanted to see what there stance was going to be if it affected them as deeply as these scenarios did. And that's the reason why, I mean, Sean, You've been with me multiple times. So you know, I call on you guys a lot more. But I intentionally, as I was thinking through this over the last couple of weeks, I intentionally wanted to dig deeper on the SEC regulation side because they need it. So. Speaker 1 00:01:58 Anything that we should change going forward. Vince, this is I think isn't this your first one with me as well? Speaker 3 00:02:06 No I did the one last year with EAP as well. So that one was more focused on like disaster recovery and any kind of emergency right? Like yeah, like physical emergency. Remember whatum yeah I do think there's a call out that we need to investigate right is they're using smarsh for there there comms archival. And we can address. 365 outages and recovery. But as far as there SMS platform, right outside of Smarsh, if there's anything that needs to get backed up third party cloud. Again, I'm sure Smarsh has some bulletproof systems in place, But at the very least, they should know where to look for the policies, whether or not that's posted on there site and investigate, whether or not there's an alternative or another third party backup, just in case they need to restore. Speaker 3 00:02:56 Because that we don't have visibility of. Speaker 1 00:02:58 We can, I can actually add that in to my report or add that in as a question. That's actually a good one. Is that a potential upsell for us? That's my question to you. Speaker 3 00:03:09 Yeah, That's and I have reached out to Smarsh because we're doing the same thing for Arc Capital right now, right? Yes. See if they have any partner programs in place. So, just the ability to have some governance on whether or not we can do any kind of local restores because obviously, it's going to be through the Smarsh platform. But, is there is there any kind of ingest data right in case we need to do a manual export, save it somewhere and have the ability to recover from it. Um The other callout and I I know we were joking about this in the internal chat, but Monty is a break point, right? Like, if she's on vacation, and that happens. Uh, yeah, obviously, Paul's going to reach out to Sam and Sam's going to let everyone else know. But that's that could be time you know. Speaker 3 00:03:51 Against the clock, right? Like if there's a breach and we need to be informed of it, Then if he's trying to reach out to Monty and can't get a hold of her, then that's a couple extra minutes if not more. Right. So that's something worthwhile to call out too. And just kind of a silent reinforcement for them to say, hey guys, we know you love calling out to Monty. She's your VIP support, but she's still a single person, and we have no telemetry on any comms that go directly to her. Yeah. Because, it's not going to get escalated unless it's a formal ticket or a call to the help desk. So. Speaker 4 00:04:26 In my experience withum with Sam, right? So the moment Sam knows, She she distributes uh that kind of information very rapidlyum between the Crimson people until she gets a reply. Um and she usually does within a very, very short period of time. So I'm not sure if. Um, you know, Sam for organ sack always hits Monty up first or me first, but it's in very, very quick succession. Um, so she's got this way to you know grab someoneum very, very quickly. So I would kind of like say, as long as Sam knowsum you know, if Paul were to tell Sam, you know that message was going to reach Crimson very, very quickly. Speaker 1 00:05:14 Yeah. I have to say yeah Yeah, Oh sorry Vince. Speaker 3 00:05:18 Go ahead, No, go ahead. Speaker 1 00:05:20 I just, I mean, I have to say last year when uh Monty was on vacation and Christi was on vacation and I handled it. I mean they are pretty quick also just to know there escalation point. They may holler about it and complain but they do know there escalation points. However next year, I'm going to toss in a Monty is on vacation scenario. Speaker 3 00:05:46 I tried it. That's the real, that's the real emergency there. Nothing that could happen from I mean, Speaker 1 00:05:52 I tried it with the Smarsh part because I know Monty's before EAP even calls her, Blay is going to be on the line with her. So I tried to make that statement. But yeah. Speaker 3 00:06:07 Cool. Uh, Speaker 1 00:06:08 I think we're good sweet, I'll get that report. I am probably going to get it done this week, just just between all of you guys and me. But if I told Paul that, he would hold me to it, so uh I will get that report done sooner. Yeah, Uh and I'll send it over to you guys to check out first. And then I willum Vince, I will either like you send it or while I am on vacation orum I can send it when I get back. Speaker 2 00:06:36 So overall so overall how did it go? Speaker 3 00:06:41 Quick, it went well. We we kind of blazed through it. Yeah, they're they're they have some muscle memory from last year's tabletop. Speaker 2 00:06:48 Yeah, it was overall really good. I was surprised so it's good. Speaker 1 00:06:52 Jason he can take them on. Now he he knows everything. Speaker 2 00:06:56 Don't do that to me. Speaker 1 00:06:58 No I'm gonna I'm gonna help you through all of them until you got a good grasp on it. Um I'm putting together a runbook right now for uh and I'll, put it in the central knowledge base in Hudu on. How to format it, how to lay it out, and then the different scenarios we can choose from based on the client's needs. Speaker 2 00:07:17 I think this is fun. I'd likeum I'd like to do one. Speaker 1 00:07:23 Good and And Pete, I had my one- liners ready, but Paul never gave me a reason to use them. I was SCHARP he was he was very well behaved. Speaker 2 00:07:33 Maybe doing it at the end of the day is the right thing to do, huh? Maybe. Speaker 1 00:07:39 All right. Thanks, guys. Thank you. All right, Speaker 4 00:07:43 Thanks everyone. Bye- bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=b684969a-8650-40f5-a5de-17d372503629&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MDQ0NjAwMiJ9.CgoKBHNuaWQSAjY0EgsIzJCvl_DBoD8QBRoNNTQuMjI0LjEzMy42OSosckQwc2FvV0VJdWtGRXlyTnE4eERDakV5RkhwdDZud2hyMVNGaWxpaU9zcz0wmgE4AUIQohnM_lfgABDFeUaGnpV4okoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.SOxBT67oIh-RcLa_X57NSB5CKvjTqjwc0xEnWHJbuY0&ApiVersion=2.0	—▾	Create runbook for tabletop exercises with scenario templates and add to Hudu knowledge baseFormally evaluate third-party backup solutions for Smarsh and determine whether to propose to the client as an upsellAssess and document a mitigation plan for the Monty single point of failure scenario+3	✓	—▾	—	—	—	—	—	✓
07-24 Meeting: Belay E5 License Upgrade and Insider Threat Security Measures	> Date: 2026-07-24 > Location: [Insert Location] > Participants: [Christi] [Speaker 2] ## Meeting Notes ### Urgent License Upgrade and Security Measures for Belay - **Description** - Belay needs to upgrade all enterprise licenses to E5 to address a potential insider threat. - All E3 licenses will have the E5 security add-on removed and be fully upgraded to E5. - Christi initiated the request but cannot perform the upgrade because she is not connected to the VPN. - **Conclusion** - The team agreed to proceed quickly with the license upgrade. ### Implementation of Litigation Hold and Purview - **Description** - All Belay users need to be placed on litigation hold; this can be done individually on their current E3 licenses. - The E5 upgrade is specifically to enable Purview for insider risk management. - Anzor will set up Purview to monitor for deleted files and folders. ### Action Plan Coordination - **Description** - To upgrade the licenses, someone must contact Charl, the license vendor. - After the vendor upgrades the licenses, the team can assign them to users. - Anzor's team will configure Purview once a ticket is submitted. Christi will send the necessary change requests and a security ticket. ## Next Arrangements - [ ] Assign a specific person to contact Charl (license vendor) and initiate the E5 upgrade. - [ ] Coordinate with Charl to complete the E5 license upgrade. - [ ] Apply the new E5 licenses to all Belay users. - [ ] Turn on litigation hold for all Belay users individually. - [ ] Christi to send a change request and a security ticket to Anzor's team. - [ ] Anzor's team to set up Purview for monitoring deleted files and folders. - [ ] Define clear deadlines for completing the license upgrade and Purview setup. ## 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 person responsible for contacting the license vendor, Charl, was not explicitly assigned. > 2. The exact timeline for completing the license upgrade and Purview setup was described as "rapidly" but not defined with specific deadlines. [EOD sweep 2026-07-27] CONFIDENTIAL (client personnel matter). Internal coordination (Gracie, Monti, Anzor): cut E5 Security add-ons from E3s, upgrade all Belay users to E5, org-wide litigation hold; Monti executing (weekend/Monday OK); license vendor (Charl) contact for upgrade; Christi to send change requests + security ticket.	Jul 24, 2026	Speaker 1 00:00:00 Hi. Hello. Hi, Gracie. Hi, Monty. All right, So what we want to do I'm not VPNed in. So I can't do this, but how quickly can we upgrade enterprise licenses? Hi Monty Can you hear me? Yes, can you hear us? Oh You we can hear you. We can hear you. Yeah We can hear you. Speaker 1 00:00:31 I think she can't hear us. She'll jump back on. Um, all right. I went off video right as you came on video. Um, I'll explain again when she jumps back on. Speaker 2 00:00:48 Okay, okay, I was about what's the context behind? Speaker 1 00:00:51 Yeah. Okay, finally I'm sorry? Speaker 2 00:00:55 Yeah yeah no. Speaker 1 00:00:56 No worries okay so what what Belay wants to do, Um, is and they talked to Amy. Um, they want to put everybody on E5. So, we're going to have to uh cut the E E5 security add on in the E3 s and just upgrade them all to E5. And then put everyone on litigation hold. The only issue is I can't do it because I am not on VPN and I am not where I can do it. So I need I am going to need somebody to do it, but they want to do it pretty rapidly. Speaker 2 00:01:28 Um, somebody gonna need to contact Charl. Um, the the the vendor right, our license vendor to upgrade the license. Okay. Yeah and then I can change the license. Speaker 1 00:01:43 Okay now. Speaker 2 00:01:44 I can do it whenever this weekend. Anytime, yeah, Speaker 1 00:01:46 Okay. So let me do this. Let me add one more person to the call because we're going to need him to configure some things. Speaker 2 00:01:54 What's the reason for them to do that? Do you know? Speaker 1 00:01:57 Yeah, they have they have probably an insider threat. Can someone add Anzor to this call? I can't. Yeah, sure. Super slow. Let me add him. Okay, I had to come to No correction (likely a place name) today because my internet was down and it's going to be down for a while should Oh, I don't see you. Speaker 1 00:02:29 Hi Anzor. Hello. So we have an insider threat issue at Belay, and we got to keep it between the four of us. Um, so what we're going to be doing is we need to, we're going to be putting everybody on litigation hold at Belay, and then we're going to be upgrading all their licenses to E5. Mhm. However, I am going to need you to set up Purview and um, I'm I'm going to send over a ticket once I've once I'm done, but we need to set up Purview to monitor uh for deleted files and folders. And things like that. Um can you guys do that for us after I send you the ticket? Speaker 2 00:03:15 Yeah, sure. Yeah, you can assign it to No correction (likely a name) I'm gonna give him a call. Speaker 1 00:03:20 Okay, awesome, so sweet. Thank you, sir, Speaker 2 00:03:26 Happy Friday. Yeah. Happy Friday. So I have a quick question. Um, once you add the license, um, You have to go in to turn on litigation, hold for everybody or or individually? Speaker 1 00:03:40 You can go ahead and turn on litigation, hold uh, individually right now because they have E3. Speaker 2 00:03:46 Litigation hold. Speaker 1 00:03:47 Yeah. The E5 upgrade is to give them the purview stuff that they need for for the the insider risk. Speaker 2 00:03:55 We Can do the upgrade now, Christi. Right? Speaker 1 00:03:57 Yes, go ahead and start. Confirm. Speaker 2 00:03:59 Okay, you'll have the email. Speaker 1 00:04:01 Yep. All right, Anzor, I'll send over change requests for everything and then send over a ticket for security. Okay? Awesome. Thanks guys! You're welcome! Thanks guys!	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=be52b8f6-c2e8-4481-920b-8ea49f0e57ac&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDkzNTA3MCJ9.CgoKBHNuaWQSAjY0EgsIoKCG5-32tD8QBRoNNDQuMjIyLjEzNC40NyosdkViTnJJQkxrSVNOVU1zN25DNUhKa0lzYWlDV2hnZ0FWUFV0SEhJQm5vND0wmgE4AUIQoiqGGihQAAD50JlkcGFDAEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.OqgGRUyCFzaCJkeoGcGDI-SEtEU4JzSGGfQ7jqb0SR4&ApiVersion=2.0	Processed▾	Define specific deadlines for E5 license upgrade completion and Purview setupTurn on litigation hold for all Belay users individuallyContact Charl (license vendor) to complete the E5 license upgrade for all Belay users+4	✓	Crimson Internal▾	Crimson IT	covered by 883398 (0.07h, ticket 956831)	ticket 956831	3 - Clients and Projects/Belay/Meeting Transcripts/Meeting Transcript - 07-24 Internal - Belay E5 Upgrade Coordination (Gracie, Monti, Anzor).txt	—	✓
06-17 Meeting: Urgent Ticket Alerts – Notification System and P1 Noise Mitigation	> Date: 2026-06-17 09:28:28 > Location: [Insert Location] > Participants: [Christi] [Pete] [Anzor] [Speaker 4] ## Meeting Notes ### Handling Urgent Ticket Alerts - **Description** - The team is receiving complaints that urgent tickets are not addressed promptly because the word "urgent" appears late in the ticket body, so the triage team sees it too late. - Anzor proposed two options: - Automatically set the ticket priority to P1 if the word "urgent" is present. - Send a notification to specific people when the word "urgent" is detected. - Speaker 4 preferred sending a notification rather than auto-setting P1 to avoid noise from false P1s, which can dilute the meaning of true P1 incidents. - The group noted that some user-labeled "urgent" tickets are not true P1 (company-wide impact) but still require same-day attention. - **Conclusion** - The team will implement a notification system: when triage detects "urgent" in a new ticket, an email alert will be sent. - Alerts will go to a distribution group for easy recipient management. Speaker 4 will provide the initial recipients, including Sue and Charlene. - Email subject: "Urgent Ticket Request". - Email body: ticket number, summary, company, and contact information. ## Next Arrangements - [ ] Anzor will set up the email alert system to notify a distribution group when a new ticket contains the word "urgent". (Expected completion by June 22, 2026) - [ ] Speaker 4 will provide Anzor with the initial distribution list (including Sue and Charlene) for urgent ticket alerts. - [ ] Speaker 4 will inform Sue about the new alert system and confirm receipt/understanding. ## 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 underlying issue of non-critical tickets (e.g., server alerts, AP down) being incorrectly set as P1 was mentioned but not resolved. This contributes to "P1 noise" and may need to be addressed separately.	Jun 17, 2026	Speaker 2 00:00:19 Good Morning. You're not talking, right? Because I can't hear you. Speaker 2 00:00:51 Hi. Hi. That's better. Yeah, my sorry, I was talking to Robert. Um, My computer does not want to either location I'm struggling with my cameras, Speaker 1 00:01:06 So your camera looks fine. Speaker 2 00:01:09 Uh this is not the right camera. I had to open the laptop. It's USB cameras. I see same issue. I was having yesterday. Ever since the update. Speaker 1 00:01:25 All righty. We may not need to do anything with your stuff. Um, I think Anzor can do something with his piece, so it may not be It may not need anything from yours, so Don't worries. We shall see. Speaker 2 00:01:43 Anzor has access to the code base for mine. Good, So he can he can do whatever he wants to. I am not going to stop. Speaker 1 00:01:51 Good morning, Speaker 3 00:01:51 Mr. Zorosh. Good morning, good morning, how are you? Good. Speaker 2 00:01:58 You know yesterday was a bear today. Today is good. Speaker 1 00:02:02 Let's hope for are the elevators working again at a building Oh. Speaker 2 00:02:06 No, no, I did sign the, the I did sign the quote for the temporary new line, and then Jose is going to get me a quote for. Speaker 1 00:02:16 Uh, Why didn't they just why didn't they just expedite a payment for the pots lines? Speaker 2 00:02:20 They did, but it had already been sent to collections. Speaker 1 00:02:25 Yeah, But normally they can just make a credit card payment and they'll turn them back on. Yeah. However, okay. All right, let's uh so this one may be quick right? Um I talked to Anzor briefly about what this one was about last week. So. Speaker 1 00:02:41 Most of the recent yellow and red alerts. We have been getting have been complaints that tickets are being opened with urgent requests that we are not getting to until like the next day. And, the reason that is is because the urgent message or the urgent word is in the ticket somewhere that our triage folks don't see because it's at the very end or somewhere in. In the wording that they don't see until they get down to that ticket in the queue, That might be, you know, twenty or forty tickets down, and they don't get to it later in the day or. The next day, or you know, later in the day, and then they schedule it for the next day, or they don't see it at all, So what we were trying to figure out is what can we do to catch that early and either send an alert to say. Schedule this ASAP and. Um. Speaker 1 00:03:37 Get this assigned right away because it's urgent so that we get get action on it like immediately or at least you know, within the hour or two and stop getting these complaints or do something about it. So either it needs to be auto assigned, or we need to throw some sort of an alert to like sue or somebody to do something with it. So whatever the fastest and easiest way to do something with it is. And I think onsor said he can probably. Do something to at least get attention to it, and if that's the best way to do it, that's fine. I think. Speaker 3 00:04:10 So here is what I was thinking about, right? So we know we AI does auto triage, right? Realistically one thing we can do, We can set the rule if there is a word urgent in the ticket, right, set it to P 1. Right? So, Olivia, you tell me what will make more sense. So we could either set the ticket to P1 for the new ticket, right? Or I could set up some kind of a notification, so it does the usual thing. But if it sees the word "urgent" anywhere in a ticket, it will then do X, Y and Z. I guess the first question is setting priority to P1 would that be sufficient? Speaker 4 00:05:02 So I would rather have a notification because we have a lot of like false positive p ones. And then when we have so many tickets on the board, it's like, you know, you don't really It doesn't mean as much. Yeah. So, that's why I would like if we put it somewhere Like if it was an email that got sent to Sue or slash Charl, you know Heads up urgent ticket, I think that would be amazing. Speaker 3 00:05:34 But but not set it to P 1. Speaker 4 00:05:36 Well,'cause it already so if it's in the summary, it sets it to a P. Yeah, it sets it to a P 1 already. Right? Speaker 3 00:05:44 But I I think the issue that we were dealing with was the fact that it was not in the summary. It was somewhere in the body of the email. Speaker 4 00:05:52 Yeah. Yeah, because. Could we do both? Speaker 3 00:05:56 Yeah, we can do both. But that means every P one, right? You will receive additional notification. Speaker 1 00:06:04 Are we sure that's not going to cause another issue though, Olivia? Like if we set a ticket as a P one, that's not really a P one, Is that going to cause anything else to happen that we don't want to happen? Like if somebody says I got an urgent offboarding or I got an urgent. I mean what are the other urgent tickets that came in? I've got an urgent thing that I need help with today. It's not necessarily a P1 because it affects just one person, But they want somebody to help them that day, and then they complain if they don't. I don't know that it's really a P1 because it's not affecting the whole company, but they really do want attention to it that day. Is that going to trigger anything that's going to create a different issue? I don't know. I'm just thinking out loud here. Speaker 4 00:06:52 I don't want to do the opposite where now Sue's getting so many emails that it's like, you know, she still it's still noise. Right. She's still not seeing it. Yeah. Speaker 2 00:07:03 Now, I, just want to remind you guys. We do have the prioritization option in thread that's already there, but got turned off because it was getting too much, creating too much noise against what the team was doing. And so, Olivia, You turned it off because it was creating a lot of false positives on P 1 s that shouldn't have been. Speaker 3 00:07:25 I don't know. No, I turned it off. Yeah, no, no. I've turned it off because my solution took over. The prioritization happens during the triage process. So it's CBOS that does at this point prioritization. So that's why I'm saying I can either control it through prioritization or I can send a notification. Speaker 3 00:07:47 Right, So you will just give me direction what you prefer and what you think is the better approach, right? So the two options either if we see urgent, We treat it as P1 and Sue. Then just needs to see that the ticket she's going to get it in a pre status, right? Pre-process status. And and she she goes there all the time, right? So she will see it's in pre status and the P one. So that's in my mind, like you have to respond to that. And then she can assess and say, okay, well this is not really a P one, right? This is more P two or three. But we do need to handle it today. Speaker 3 00:08:35 Yeah. It just seems to me if you if you're saying that, Se tting the ticket to P one becomes the noise that then you have an issue. Like in my mind, if the ticket is P one, you react right like there is a reason why it's set to P one. Speaker 4 00:08:52 Oh definitely, But like we have a lot of like server alerts that get set to P one, or we have different, like if an AP is down or alerting those get set to P one, right? Speaker 3 00:09:06 And they often spam the board. No, no, no. But but see but in my mind that that's a different problem. Right? That's something that's not P one uh that's getting set as P one. And? And is it is it goes to a same board? Or is it a different board? No same board. So, it goes to the same board, right? So I mean, AP down should not be set as P one, and we can we can fine tune that. Speaker 4 00:09:36 Yeah yeah I mean, Honestly, I think what I'm looking for is an um, I'm just looking for if somebody says urgent somewhere in the ticket or if it was like merged or whatever. I would just like an alert to be given to me and Sue. I think that would be, and then Sue could come in, and she can change the um priority based if she needs to. But your prioritization in triaging should normally. Speaker 3 00:10:08 So so so correct one right? Well, let let's do this. Uh I will set an alert right to go out via email to you and Sue. Okay, right? Anytime, there is the urgent when a triage is processing. The ticket. So it's only going to do it on tickets coming in. Speaker 2 00:10:27 Okay, right? Speaker 3 00:10:29 Um because if the ticket is getting updated, that's not going to be handled by triage. Yeah, yeah. So so so okay. U m okay. I will make that happen. Okay. So if it says, uh urgent right, that's our keyword. I'm looking for yeah. Okay okay, no problem. Speaker 4 00:10:54 Okay. Thank you officer. Speaker 3 00:10:56 Okay, sounds good anything else. Speaker 1 00:11:01 How long do we think it will take to do something like that? Any. Speaker 3 00:11:05 Ideaum I? Realistically, by next Monday it will be in place. Probably sooner. I'm going to try to get it done today, tomorrow. Okay. Speaker 4 00:11:16 And I'll give a heads up to Sue too. Yeah Did you. Andre, If I give you like a list, because I would like to add Charlene as well because she triages in the morning. Speaker 3 00:11:26 So. So soum either you can give me a list, and I can hard code it. I could potentially create a UI page, Right, where you could add users. I mean, whatever. Like, I don't know how often or we can create a distribution group right? Um. Priority thing, for example, and then you you can add or remove people to that group and they'll receive the email automatically. Yeah So I emailed the group. Speaker 4 00:11:58 That's fine with you guys? A distribution list. Speaker 1 00:12:01 Okay, that seems like a good option. That way you can, if people change or you add people to dispatch or whatever, you can you can modify that group. Speaker 4 00:12:13 Yeah, exactly. Speaker 3 00:12:19 Good. I'm sorry. Is that my my. Speaker 1 00:12:24 Is that an email group that we're talking about? Are we talking about a Teams? What what are we, Because, you want, you want the notification to be immediate, right? Speaker 3 00:12:35 Yeah yeah, it's going to be I'm thinking that this is a uh, uh distribution group rightum uh and and I get an email is email sufficient. Or do we need something else? Speaker 4 00:12:50 I think email's fine. Speaker 1 00:12:52 So does Sue get does Sue gonna check email is Sue gonna check email like throughout the day and know that an urgent ticket is. I s there and going to see it soon enough to know to take action on it? Speaker 4 00:13:06 Yeah,'cause I forward her emails for urgent tickets all the time. Okay. Yeah. Speaker 1 00:13:11 So, let's just make sure that the whatever the subject is is going to have like something she's that's going to that's going to call it out to her to take action right away. Yeah. Okay. Okay, okay, Okay. Speaker 3 00:13:26 What, what? What? Why don't you guys? Uh, just tell me what you want it to be and I'll. Uh, save it now, right? So do you want? Uh, what are you thinking. Speaker 1 00:13:38 Something like urgent urgent ticket received or something like that or whatever you think it should be Olivia to get her attention. And we, Speaker 3 00:13:46 We tell us I can set the yeah like urgent ticket request or urgent. Okay. So the the subject will say, urgent. T icket uh arrived or or request urgent ticket request. What do you want the subject to be? Speaker 4 00:14:05 Um I think request, Speaker 3 00:14:08 Urgent ticket request and in the body, what do you want to be in the body? Speaker 4 00:14:14 Uh ticket number summary company contact. Speaker 3 00:14:29 Um, ticket number, ticket number summary company contact info. So I'm in the elevator. Speaker 4 00:14:40 So if you lose me, that's because okay. Speaker 3 00:14:42 That's I got it. That's all I need. And I'm, just going to say in the body, it will say, hey, urgent tickets just uh uh, right. Uh has been received here is the information. Speaker 3 00:14:56 You with ASAP, something like that. Okay, okay. All right, sounds good. Yep, okay. Thank you everyone. Thank you guys.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=54d65bd4-db7f-4128-9040-7bd27958d035&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MTc0NDAxMyJ9.CgoKBHNuaWQSAjY0EgsIvunSwLW1pj8QBRoMMy45NC4xMDcuMTA2Kiw1bndqa1NHb2lBb3lWRTVPUU1xK3AxZ2JGTG9LVmtBc0FtTHY0ais5KzVJPTCaATgBQhCiHqLfcnAAEM6ZCArNtP6jShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.JybIuujtfSoxHEW82XcMzoB2-XYUQfTo2UjQO0yGYgA&ApiVersion=2.0	—▾	Decide how to address P1 noise caused by non-critical tickets such as server alerts and AP-down events being incorrectly set as P1Anzor to build email alert system that triggers when a new ticket contains the word 'urgent', sending to a distribution group with subject 'Urgent Ticket Request' and body including ticket number, summary, company, and contact infoSpeaker 4 to inform Sue about the new urgent ticket alert system and confirm she understands it+1	✓	—▾	—	—	—	—	—	✓
06-16 Weekly Meeting: Project Misalignment, Scope Confusion, and Billing Issues	## Meeting Information > Date: 2026-06-16 11:50:45 > Location: [Insert Location] > Participants: [Christi] [Vince] [Speaker 3] ## Meeting Notes - Topic Title: Confusion over AI vs. Reporting engagement - Christi received an email stating the client contracted with another company for “something else,” not clearly AI. - Vince clarified there were two tracks: AI-related work and a separate reporting item; the email likely referred to reporting. - Vince mentioned the client is working with an external tutor for AI prompt training. - Conclusion: There is parallel activity with a third party for AI training; reporting is separate. Internal alignment needed to avoid mixed messaging to the client. - Topic Title: Scope of signed “Cloud team setup” project - Christi stated the client signed a quote covering: Cloud team setup, SSO, training, governance, acceptable use policy, user provisioning, licensing, rollout, closeout, and a project plan. - Vince initially understood the scope as a flat fee for SSO and Teams setup only, with some training. - Pricing/billing: Christi confirmed progress billing with 50% due before start (instruction from Pete). - Conclusion: Misalignment exists between perceived scope (full package) and Vince’s understanding (mainly SSO/Teams). Billing terms require 50% upfront. - Topic Title: Work performed outside the project and documentation gaps - Vince said the client plans to deploy Cloud Desktop with the update on 2026-06-17 and he already set up SSO to ensure Microsoft sign-in works. - Christi indicated these tasks were part of her project responsibilities and should be executed and logged within the project for hours and billing. - Vince documented his work but did not know a separate project ticket existed. - Christi has been trying to schedule a kickoff meeting and gather requirements (tenant survey, wishlist), emailing the client repeatedly. - Conclusion: Critical process issue—work was done outside the project without ticketing, risking lost hours and billing confusion. A kickoff has not occurred; requirements collection is outstanding. - Topic Title: Communication timeline and email follow-ups - Emails from Christi: - 2026-05-06: Request for requirements wishlist and tenant survey spreadsheet (Vince not CC’d; Christi will forward). - 2026-05-11: Follow-up asking readiness (Vince CC’d). - Subsequent “circling back” email referencing 2026-05-06 (date not explicitly stated in transcript). - Speaker 3 recalled an initial meeting in late April/early June (unclear), and set a session on the calendar. - Conclusion: Client has been slow to respond; internal CC coverage has been inconsistent, contributing to misalignment. ## Next Arrangements - [ ] Schedule and conduct the formal project kickoff with the client; include scope confirmation and timeline agreement. - [ ] Align internally on project scope (full package vs. limited setup) and confirm the agreed scope with the client in writing. - [ ] Create or update the project ticket(s); log all work already done (SSO setup, Cloud Desktop push preparation) and link related documentation. - [ ] Issue the 50% progress invoice prior to continuing work, per Pete’s directive; coordinate timing with kickoff. - [ ] Obtain the client’s requirements wishlist and completed tenant survey spreadsheet; assign an owner and set a deadline. - [ ] Define training plan, governance, acceptable use policy, user provisioning, licensing steps, rollout timeline, and closeout in the project plan. - [ ] Clarify the client’s engagement with the external AI tutor; define boundaries to avoid scope overlap and mixed messaging. ## 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. Scope ambiguity: The signed quote’s coverage (full package vs. limited setup) needs explicit confirmation to prevent over- or under-delivery. > 2. Untracked work: SSO and Cloud Desktop preparation performed outside the project could impact billing and reporting; reconcile documentation immediately. > 3. Billing risk: Progress billing requires 50% upfront, but kickoff and scope confirmation are pending; align billing timing with the client. > 4. Client coordination: Missing requirements and survey delay the rollout; establish a clear deadline and responsible owner for obtaining these. > 5. Third-party overlap: The client’s AI tutor involvement may overlap with internal training; define boundaries to avoid duplication and confusion.	Jun 16, 2026	Speaker 1 00:00:01 Hi. Hey, Christi. So the reason why I'm confused is because they emailed me back and said, hey, we we we've contracted with another company on something else, but they didn't say that was for AI. That was the email I got a couple weeks ago. Speaker 2 00:00:16 Was that are you referring to like um the reporting thing? Yes. Because, there were two things right. One one was the AI yeah. If they're mentioning the reporting thing that's something different. So. I this is kind of new to me too. Like I actually met with the guy yesterday for the first time. They had mentioned it kind of in off conversation that they were working with some kind of tutor, like there was going to help talk them through prompts or something like that. It was just kind of an off comment, so they're in in the process of like planning to deploy Cloud this week, And he they pulled him in on the call, and you know, I got some more context, but it sounds like they're working with him to kind of help. Speaker 2 00:00:57 Train the staff on on some AI, you know, prompts and things like that. I didn't get too much clarification, But I just wanted to let you know, so that way. Uh you know, with your email follow up, if uh, if they say, hey, we went a different direction or something that you're aware of that. Speaker 1 00:01:13 So they signed the quote for us. And I was about to process. Speaker 2 00:01:18 Them for for AI. For Cloud implementation? Yeah. Speaker 1 00:01:24 It's a signed quote which which one are you? Speaker 2 00:01:27 I yeah I think that's is that the one just for SSO setup and stuff. Speaker 1 00:01:33 Uh, let me let me pull it up. Real quick hang on one second I was in Kotsen. Let me pull up this one. Uh Cloud team setup. Speaker 2 00:01:43 Yeah yeah. So that was a that was a flat fee just to set up teams. And get SSO set up right. Speaker 1 00:01:48 And training and governance. Speaker 3 00:01:53 Oh okay, and then acceptable use. Set up and all of that. And there's a project plan for it too. Speaker 2 00:02:02 But is that that's a flat fee? That's not progress bill, is it? Are, you talking progress billing up towards the flat fee or just flat fee for setup? Speaker 1 00:02:09 Yes, progress billing. Yeah, So we we got to bill them fifty percent before we go before we do it, and that came from Pete today. Speaker 2 00:02:19 Okay. Um let's let's sync up real quick then because, My understanding of it was, And and this is how I I told them about it is like that's just, you know, the engineering work to get up, get Claude set up and SSO set up for them. That's it. That's like, And then you know, there's a couple things about training and stuff like that. Speaker 1 00:02:39 But Yeah, they do. It includes training and all of that. All of that's included in it. Speaker 2 00:02:47 Yeah, I mean, if if if they respond and say, hey, you know, we've got something going already, then I'd say you're off the hook because. Like unless we want to, you know, Push through with that because I I don't want to get them confused and I think their understanding of that that uh invoice was just simply to set up the SSO component side of things. Speaker 1 00:03:07 That's not what I was told that they signed for. It was going to include training, the rollout, uh user provisioning and governance and closeout including acceptable use policy. It's the entire package. Yeah, Speaker 2 00:03:22 I mean that's, That's something that I've kind of been helping them out with already. Um, I didn't hear back on anything, so just to give you some some transparency here, they are planning on deploying Cloud Desktop um with tomorrow's update. So I already have a ticket out with the team. They're going to just run the script to just do the initial Cloud Desktop push, right? Yeah. Um, I checked. I checked on their. Tenant yesterday and an SSO wasn't set up yet, so I completed that just to make sure that once users get the invite, they just sign in with Microsoft and they're good. So we're good on that part of it already. Speaker 1 00:03:59 Okay, Uh hold up because all of that is what I've been trying to get them to do. We have to do the kickoff meeting, so we can understand and I've been emailing them to get them to do that. So if you've already done all of that, it was not notated in the project, Or anything, so it is SSO configuration connector setup user training, All of that, including the licensing, is supposed to be on my plate to do. And I have been emailing them over and over again, to try to get them to connect with me. So I can get this done. So you doing that, it didn't got it did not get updated into the project, The hours aren't in there, and that's I got a progress bill on for that. So where's the ticket information for where you set it up? Speaker 2 00:04:47 I just have it documented. I didn't know there was a separate project ticket for this. Speaker 1 00:04:51 Yeah, They I don't I don't. Speaker 2 00:04:53 Typically yeah. Speaker 1 00:04:54 I got pulled into this because it's supposed to have been under a project. Speaker 2 00:05:01 That's, the first I've heard of that. Honestly, like all I know is we had uh you spoke about them for pod team setup, and then it was signed and. We had that initial call with Rebecca, what couple months ago at this point, right? We walked her through setting up Teams. They got like some some demo account set up for her and Andrew and a couple other users. And so now they're they're they're ready to just move on it. Speaker 1 00:05:30 Yeah, and I've been trying to get with them to get that done. But, if you are already taking care of it and you did it outside the project, that's a problem because they signed. Speaker 2 00:05:39 It because I didn't even. Speaker 1 00:05:41 They signed it, It was supposed to start May 1 st, and I've been emailing them to say," Hey, When are we going to get this started to roll out to the rest of your company?" Speaker 1 00:05:52 Like They signed everything. Speaker 2 00:05:55 Do You did was CC'd on any of those emails to them? Speaker 1 00:05:59 All of them. I've alwaysCC'd you on those. Speaker 3 00:06:03 Let me look. Yeah, I set a session on the calendar. Speaker 1 00:06:07 Because it's supposed to be 20 hours of work for me that they're paying for. Speaker 3 00:06:13 Right. Okay, Speaker 2 00:06:18 Do you want to get caught up on this then because. Speaker 1 00:06:20 I I don't I well, we got to meet with them so we can kick it off, but you've already done half the work, and it's not in the project. So that's a problem Vince So I don't know what to do from here because any work like that, any of the SSO work stuff like that for any of our clients has to go in projects. Speaker 2 00:06:44 Right, but from my standpoint, I didn't have any other visibility on outside of hey, they signed for that project. So there was no kickoff or anything, right? So well, Speaker 1 00:06:53 I've been trying to get that scheduled with them. I know. And I have emailed you; you were CC on it. I even emailed them again this morningum because I had not heard back from them. Speaker 2 00:07:07 Right right? But, that's that's the last that i've seen on that one. So That's where i'm confused because. Speaker 3 00:07:13 Yeah, I need to pull it up. The last time that there was an email was that initial meeting that was back in April, late April, early June. Speaker 1 00:07:36 So no. Um so I sent him an email on May 6 th. And said, "Hey, I still need your requirements wish list and the tenant survey spreadsheet." And kept and I did not see you on this one. And I'll forward it to you. Um, I sent him another email on May 11th and said, "Hey, are you ready for this? " And I CC'd you on that one because he hadn't answered the May 6 th one. And then I sent him another email and said, "Hey, circling back on my note from May 6th." Hang on. Doctor Barbara's calling me. Speaker 3 00:08:16 SCHARP. Uh, let me let me call you back. Okay? Okay. Thanks.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=bb6be3bf-f980-4774-9e94-c216f50fa52c&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MTc0Mzk1MiJ9.CgoKBHNuaWQSAjY0EgsIoIubgbG1pj8QBRoLMy45NS4xMzEuOTEqLEJZc2R6bVk1amQydy9JUS9hV2N3Y0t3TE1zVzRGUjlKV3F6eUo5d2MvcFU9MJoBOAFCEKIeotCwwAAQzpkD1BnCcCBKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.xRV5Mo5QdyiWThBhL3TGi4TdL4LNq3vqdzLIAOkRcRA&ApiVersion=2.0	—▾	Obtain client requirements wishlist and completed tenant survey spreadsheet and assign owner with deadlineSchedule and conduct formal project kickoff with client including scope confirmation and timeline agreementDefine training plan, governance, acceptable use policy, user provisioning, licensing steps, rollout timeline, and closeout in the project plan+4	✓	—▾	—	—	—	—	—	✓
06-16 Guide to Progress Billing in ConnectWise	# Guide to Progress Billing in ConnectWise  This dialogue captures a hands-on training and troubleshooting session on executing progress billing in ConnectWise, prompted by Christi’s request. The team clarifies policy (PM determines billable amounts), demonstrates the end-to-end workflow on project Alere (#2695), resolves a doubled-amount error caused by an incorrect “product” entry, finalizes and emails a progress invoice, and logs follow-up actions including a support escalation to ConnectWise and internal administrative tasks. ------------ ## Initial Query and System Clarification April relays Christi’s confusion about how to progress-bill projects, especially when projects are not closed. A senior team member explains that progress billing is permitted on open projects, with the Project Manager responsible for specifying the amount to bill. To ensure the project appears on the invoicing board before closure, the team must untick the “Bill this project only after it’s been closed” option in the project’s finance tab. This establishes the baseline rule: billing can proceed on open projects if properly configured, and the PM’s directive governs the billed amount regardless of the contract type (fixed fee or TNM). ------------ ## Live Demonstration of Progress Billing Workflow Using Alere (#2695) as the example, the team outlines and enacts the workflow: - Navigate to the invoicing board, select the project, open Actions, then choose “Create Progress Bill.” - The system surfaces the total project amount in WIP Available to Bill; the billable portion is set per the PM’s instruction (e.g., 50%). - The team emphasizes that while Alere is a fixed-fee, one-time professional fee (not TNM), it can still be progress-billed if the PM decides (e.g., client prefers staged payments). For TNM, amounts may vary naturally over time. - After setting the progress bill amount, click Continue to automatically generate the invoice. - In Company Finance, locate the newly generated invoice under the invoices tab (typically at the top); confirm that the invoice type is “Progress.” - Preview the invoice and send it via Email using the standard (default) invoice template, which clearly denotes “progress billing” to the client. The demonstration reinforces two control points: the finance-tab setting (unticking the “bill-after-close”) and adjusting the WIP Available to Bill amount during the progress bill creation, rather than changing the project’s base billing amount in finance. ------------ ## Guided Walkthrough and System Error Resolution Christi joins and drives the process herself for Alere, aiming to bill 50%. She initially attempts to edit percentage complete but notes the system is pulling from tickets, preventing direct change. The team proceeds via the invoicing board, Actions → Create Progress Bill, where Alere’s full amount is displayed, but a discrepancy arises: the amount presented does not align with the expected half due to a doubled total. Speaker 2 diagnoses a data-entry issue: a “product” was mistakenly added to the project, causing the professional fee to double. After deleting the product and prompting Christi to refresh, the displayed amount corrects to 15,400 (half of 30,800). Christi clicks Continue, generates a progress invoice (with the project name as reference), and emails it to the client. This resolves the immediate billing task and confirms the workflow end-to-end under supervision. ------------ ## Role Clarification and ConnectWise System Issues Post-walkthrough, the team discusses roles. Christi indicates she is performing billing because she was told to, despite not receiving formal training; she had been removed from meetings by Anzor and recently reintroduced to training by Pete. April notes it’s atypical for PMs to handle billing themselves; other PMs generally coordinate with Maggie for progress bills or billing upon project closure. The group catalogs broader system behaviors in ConnectWise that need escalation: - Fixed fees are sometimes converted into “products,” which can double amounts or misclassify labor as product. - Some items fail to convert correctly from Sales Orders to projects, or appear without related tickets/projects (e.g., issues Elisa encountered). These anomalies suggest inconsistent system behavior that warrants a support ticket and a structured summary of observed issues and potential workarounds. Separately, the conversation touches on team mood (Pete reportedly in a bad mood during one-on-ones and project queue-ups) and April’s care in assigning work to Stephanie due to her variable emotional state. Administrative matters surface too, including PTO planning and a sudden loss of shared calendar access to Pete’s schedule, which April attempts to troubleshoot by restarting her computer. ------------ ## Action Items - @Maggie - [ ] Compile a detailed summary of ConnectWise issues (fixed fees converting to products, doubled amounts, SO items not converting, items lacking related tickets/projects) and email ConnectWise Support, requesting investigation and any recommended workarounds; CC April. - [TBD] - [ ] Forward ConnectWise Support contact details or confirmation email thread to April. - [TBD] - [ ] Send PTO request email to Yumi once youngest child’s graduation dates are confirmed. - [TBD] - @April - [ ] Restart computer to troubleshoot loss of access to Pete’s shared calendar; if unresolved, request re-granting of calendar sharing permissions from Pete. - [TBD] - @Christi - [ ] For Alere (#2695) and Anderson, continue using the demonstrated progress billing workflow: ensure “bill after close” is unticked, set WIP Available to Bill to PM-approved amount, generate, review, and email the progress invoice. - [TBD]	Jun 16, 2026	Speaker 1 00:00:02 Wait lang, may question si Christi about progress billing. I got pulled out of the projects, may answer, then they changed it all up. So now I got the progress billing, I don't know how. Okay, what is the project name or number? Speaker 1 00:00:20 Paano daw mag-bill na project? So, di ba pag may nakaklose sa project, sakaka pa lang nakakapag-bill? Pero pag progress billing, paano mo yung binibill? Speaker 2 00:00:29 Depende. Pwede pa naman, Mina, Pag progress billing, Naka-open pa yung project. Parang, si project manager Dapat ang magbibigay ng amount, Kung ano yung ibibill ko. Speaker 1 00:00:43 Okay. Paano siya pumapasok sa invoicing board Kung hindi pa close? Speaker 2 00:00:49 Pupunta ka sa project, tapos I-untick mo yung project. I bill the project Kahit hindi siya close. Oo, wait. So, let me. Okay. Speaker 3 00:00:60 New visitor. Speaker 1 00:01:12 Wait lang. Okay. Mi, Tingnan mo yung 2695. Yun yung sinasabi niyang project. 2695. Yes. Speaker 1 00:01:23 Alere. Yes. Sabi niya dito, I, Um, I got the pro... So, now I got the... Ay, tsaka pala that's, Anderson. So, from there, Ang ginagawa mo, Ina-antik mo. Eto, oo. Speaker 2 00:01:41 Para magpakita siya sa atin. Sa invoicing. Patingin niya. Speaker 1 00:02:01 Wait, pakita ko daw sa kanya paano. Hayop. Speaker 2 00:02:06 Sabi ko, natututo pa nga lang ako eh. Pero sabihin mo, Kwan, kasi yung amount dito is, Speaker 1 00:02:13 Eto eh, siya ang magsasabi kung magkano ang ibibili natin. Pero yan, si Alire na tinitingnan mo, anong nakalagay? 38,800. Yan ba ay yung feeling mo, ayan ay yung whole amount na ng project? O pwedeng baguhin yan, depende sa project manager? Speaker 2 00:02:29 Wait, um... Ang alam ko, fixed fee ito eh. Saglit. Check natin yung quote. Wala ba siyang quote ito? Speaker 1 00:02:37 Madam Christine. So, we need to check sa quote if fixed. Paano malalaman kung fixed or ano? Speaker 2 00:02:43 Ito. Naka-fixed fee siya na ito. Hindi siya kasi TNM. Kung TNM, pwedeng magbago yung amount. Pero naka-fixed fee ng CIT professional. Speaker 1 00:02:53 Ah, one-time fee. Okay. Speaker 2 00:02:55 One-time fee siya. Tapos, pwede kung magbibigay siya ng amount, kung magkano ang fee. Speaker 1 00:03:00 Pero wait lang, one-time fee ang si Alir, pero sabi ni Christi kanina dito, pinapabago nila Anzor and gusto na i-progress bill. So, si project manager pa rin ang mag-de-decide how much. Speaker 2 00:03:13 Kunwari, parang kunwari dito one-time, siguro dahil hindi nila kaya ito, pwede. Pwede pa rin magbago na. Speaker 2 00:03:23 Dito, kunwari. Sige, punta tayo Sa invoicing earlier. Ito yun. Okay. Speaker 2 00:03:31 Tapos, Mag-create tayo ng, Hindi, dito, Tayo. Speaker 2 00:03:39 Ayan o, mag-create tayo ng progress bill. Wait, wait. Balik ka nga. Speaker 1 00:03:44 Balik ka. Sa invoicing ka, Muna and then, Speaker 2 00:03:48 Balik ka ulit. Punta tayo. Hindi ka mag-create. Ipunta tayo kay Alere. I-click natin si Alere. Okay. And then action. And then progress bill. Create progress bill. Tapos nandito kasi yung amount. Yan yung pinaka-amount. Pero ito lang ang... I-add ko na rito si Christi sa call ha. Speaker 1 00:04:11 Okay. Ha? May increase ako, Bill? Oo, tekaya mo yan. Let me add our call. Speaker 1 00:04:27 Nasa-call ba siya? Ah, in a call din pala siya. Speaker 1 00:04:32 Oh, you're also in a call. Speaker 1 00:04:39 Okay, sige-sige, tuloy. Speaker 2 00:04:41 Yeah, ayan, Mi. Ang nababago lang kasi here is Ito. So, dito, kunwari, kung, Magbigay siya ng amount na Ang ipaprogress bill natin is, How much? Kunwari, Speaker 1 00:04:53 Pwede bang palatan mo muna for now? Speaker 2 00:04:56 Kunwari, Speaker 1 00:04:57 30 or half nito. Speaker 2 00:05:03 Oh, 15 pa. 15-4, siguro. Ayan, continue. Iko-continue natin to, oo. Speaker 2 00:05:11 Mag-create kasi siya, may nang-invoice eh. Speaker 1 00:05:15 Ah, so from Ano, pumunta ako ng company finance, Ngayon. Speaker 2 00:05:20 Hindi ko pa siya clinic-like, Mia. Speaker 1 00:05:22 Kunwari, kung nasa company finance na, anong template Ginagamit mo? Speaker 2 00:05:26 Naka-hanap tayo ng naka-progress billing dito na sinabi ni Sek. Speaker 3 00:05:35 Para ma-check natin yung, wait lang, hanap ako ng saan yung mga progress billing. Speaker 3 00:06:11 Hmm, project, ito. Speaker 3 00:06:18 Ay, hindi, ito na lang. Speaker 3 00:06:37 Oh, close na. Speaker 2 00:06:57 May mag-automatic siyang Naka-progress bill dito. Speaker 1 00:07:01 Type. Progress, And then, ah, I mean, dun sa Like invoice template, Na mo nakalagay, default invoice Template lang. Ah, ah. Speaker 2 00:07:12 Ito lang. Tapos, makikita, Ni client. Makikita ni client na naka-progress Billing siya dito. Ito. Speaker 2 00:07:23 Okay, ito. Speaker 2 00:07:30 Dahil yun ang sinabi Ni project manager. Speaker 3 00:07:39 Okay, okay. Wait lang. Speaker 2 00:08:02 Wala kasi siyang computation dito din eh. Speaker 1 00:08:08 Okay, so pag magpa-progress, Din, lagi mong tinatanong, Si ano? Si PM. Si PM. Okay. Speaker 2 00:08:18 Kung how much. Silang magsasabi kung how much. Speaker 2 00:08:23 Okay. Basta laging Chinecheck this. Dapat mas malaki yung, Nandun sa fix. Area natin, eto, Sabihin nilang amount. Speaker 1 00:08:37 Okay. So, ang progress Bill, nag-a-apply lang siya if the Quote is a, Not fixed fee. Tama? Ang nakalagay is TNM? Speaker 2 00:08:47 Hindi naman, Mi. Pwedeng TNM or pwedeng Depende sa sasabihin pa rin ni, Project manager. Yeah, pwedeng mabago. Speaker 1 00:08:57 So, hindi mag-rely lang sa ano. Speaker 2 00:08:60 Mm-mm. Ang meaning ng, yung sa TNM, pwedeng magbago yung amount. Speaker 1 00:09:06 Okay, ito na si Christi. You can add me now. Okay, me, dyan ka lang. Huwag ka mag-alala ako, bahalam. Bid ako lang ang magsasalita. Okay, Christi. Ibalik ka to. Okay, balik mo dun sa project board. Speaker 3 00:09:22 Hey, Speaker 1 00:09:23 Christi. Hi. Okay, so Maggie is here for guidance because I'm also kind of learning from her as well. So, but yeah, I pretty much have an idea on how we do progress build. But yeah, you need help with Alere and Anderson? Speaker 4 00:09:44 Yeah, well, you guys show me on Alere and Anderson and I can do the other two clients. Speaker 1 00:09:51 Okay, gotcha. Okay, so here if you can see on your screen, Maggie is showing the Alere project that you've... I mentioned earlier, but just to remind you that for progress billing, the manager should be the one providing how much should be billed for the month. So if you can see here from the finance tab, from the billing amount, you can change that as to what's the project manager is going to tell you how much we should bill. And also make sure that the bill this project only after it's been closed is unticked, if you'll notice it there. Speaker 1 00:10:28 Okay, so once you've updated the billing amount, you can go now to the invoicing board. And then from there, you should click on the project. For example, this Alere menu, please click on that one. And then you will see all the timesheets related in that project. And you should click on actions and then create progress bill. Okay, once you created a progress billing, you can now go to company finance. Speaker 1 00:11:02 Oh, sorry, before going to company finance, you need to update the amount again from that view. And then you can now go, once updated, you can now click on continue and then it will automatically generate the invoice. And then you can now go to company finance. Speaker 1 00:11:26 Um, from there, you can search a year. There you go. And then you should go to the invoices tab. And from the invoice tab there, the there should be like a new invoice that will be listed in there should be normally should be on always on the top of the list. So right now, you cannot see the new invoices Maggie did not. Click on continue, but this is just for training purposes. Speaker 1 00:12:01 But yeah, once you click on continue, it should automatically generate an invoice. And then from there, Maggie, can you show one example of a progress building invoice later? Earlier you show, I think that was for Project Angel Food. Okay, so you see, Christi, the invoice type should be progress. Speaker 1 00:12:22 Then, you click on the invoice icon in there. And then, once you see the preview of the invoice, You can click on email on the left top portion. There you go. Click on that one. For example, Maggie. Yeah. And then, you can send email. That's it. Speaker 4 00:12:43 Okay. So, let me do it real quick. And then, you guys watch me do it. Just to make sure I got it right. Okay. Speaker 4 00:12:52 So, I'm going to actually do the Alere one. Okay. So, in Alere, we're progress billing for 50%. And so, I'm going to go to finance. Speaker 3 00:13:01 Yep. Speaker 4 00:13:02 Oh, let me go ahead and update this because I am the project manager. Speaker 3 00:13:06 Oh, okay. Speaker 4 00:13:09 So, all right. And then, so this is not checked. And then, the billing amount. Yeah, should be. The same, like that. Okay, so that's 50% of the total bill? Speaker 1 00:13:27 What do you mean, Maggie? Like we should not change the billing amount on this one? Yeah, you should not change that. Speaker 2 00:13:32 It should be in the progress billing only. Speaker 1 00:13:35 Ah, gotcha. In the invoicing. Oh yeah, sorry about that, Christi. Okay, so right now... Speaker 4 00:13:42 Let me do something real quick. Let me do one more thing real quick Because I just realized. Percentage complete. Okay, so this should be $25 now. 25, okay. Yeah. Speaker 4 00:13:56 It's not letting me. Okay. They won't let me. Okay. Speaker 4 00:14:03 Oh, it's pulling from tickets. Never mind. That's how. Okay, so finance. And then we're going to go to invoices. Speaker 1 00:14:10 You can now go to invoicing board, right, Maggie? Since there's no... Yes, invoicing board. On your left... Portion of the, yeah, you go to finance, finance the most bottom, yeah, and then you go to invoicing. There you go. And then click, search Alere on the company name, Alere. Speaker 3 00:14:37 Okay. Speaker 1 00:14:41 There you go. Click on that one. Okay, and then. Actions, click Actions, drop-down menu, and then Create Progress Bill. Oh, that was not right. Create. Create, yeah, there you go. And then under the WIP Available to Bill, on the bottom part, you see the amount there? You can now change that to half of the amount that we're going to. Okay, so it's already set to half. Speaker 1 00:15:12 No, that's the full amount. That should be 15.4. Right? Oh. Speaker 4 00:15:19 So, that's the total right there. Speaker 1 00:15:22 And this is half. Oh, why is it on? Oh, wait. Can you check, Maggie? Speaker 1 00:15:29 Because in the... Speaker 2 00:15:31 Can you check the quote? The quote is 30,800. Oh. Wait, let me check the product. Speaker 2 00:15:47 Oh, they put it in the professional fee. Speaker 2 00:15:55 Let me delete first the product here in the project. Okay, so let me go back. Speaker 3 00:16:14 Alright. Speaker 3 00:16:20 Okay, try it now. Speaker 4 00:16:23 Okay, I think you should Christi, refresh. Yes. Okay. That's why I went out. Go back in. So that I can refresh. Okay, there we go. Yeah, perfect. Speaker 4 00:16:37 Fifteen-four? Fifteen-four. Speaker 1 00:16:39 Yes. Okay, and then continue. Speaker 1 00:16:45 There we go. Speaker 1 00:16:48 And now, you should go to... Oh, there it is. Speaker 2 00:16:51 There. It's okay. That's... Speaker 1 00:16:53 Okay. And then from there, Christy, you can click on the invoice. Yeah, there you go. Okay. So, just check if everything is correct. Speaker 1 00:17:04 You can maximize the... So, you see that's progress invoice. Oh, for reference, It should be... Oh, it's already listed in there, The project name. Okay. I think we're good. And then email. Yes. And then you can just send. Speaker 4 00:17:24 Send. Yeah. Okay. Why are you the one doing this, Christy? By the way. Well, because they told me I needed to do it. Really? Yeah. Speaker 4 00:17:37 So, I might as well just figure out how you guys do it and do it. Because they said do it. So, they didn't train me or anything. Anzor had pulled me out of the meetings for a long time And Pete now put me back Into the trainings. Speaker 4 00:17:51 Is this going to be like. Speaker 1 00:17:53 Project managers needs To do moving forward or this is just like a Special case for you? Speaker 4 00:17:60 I don't know. So I'm just Going to do it and then if Maggie, Can smack my hand if I do it wrong. Speaker 1 00:18:06 Yeah, feel free to reach out to Maggie Because she's the project, Building queen here, so I'm still learning, Christi, so. Speaker 4 00:18:15 Yeah. So, we're on the same page. So, I gotta, yeah, I gotta jump off And jump until call with Anzor. Speaker 1 00:18:23 Alright, thank you, Christi. Thank you, Cindy. Bye. Talk for a bit. Okay. Bye. Bye. Speaker 1 00:18:30 Ate, just good eye. Ah. Buti nalang, medyo naalala Ko agad yung mga pinagsasabi mo. Speaker 1 00:18:37 Okay lang. Gawang-gawang mo naman. Kaya ako sabi ko, shit, shit. Speaker 2 00:18:40 Pero bakit kaya sinong Naglagay nung product doon? Kasi diba yun yung Kaya siya kwan, Kaya siya na doble, Kasi diba yun yung sinasabi, Kaya pinabalik na ni, Michelle yun, yung Fix fee na yun, kasi diba Tinatanggal natin zero na noon, Tapos ilalagay natin si IT product na siya. Pero nung sinabi na niya, Na napansin niya sa project, Na nagiging zero lahat. Speaker 2 00:19:11 Tapos nasa product na. Kaya yun. Tinan mo, So, Speaker 2 00:19:21 Ay, Dami na. Wait lang. Speaker 1 00:19:25 Nakakalok. Bakit siya yung nagkagawa? Pero ano ha? Parang bigla ako natuto sa part na yan. Speaker 1 00:19:34 O bigla siyang nag-convert. Bad trip daw si Pete ngayon. Ay, bad trip siya? Oo, kaya mag-ingat tayong lahat. Katakot nga sabi niya si Chris. Speaker 1 00:19:45 Totoo ba? Mm-mm. Baka may nangyari. Ah, katatapos... Eh, mag-call pa na. Sabi sa project, Q-up the way. Queue up naman. Ay, ano oras ba Q-up niya? 10.30? Speaker 2 00:19:57 10 pa naman sila. Speaker 1 00:19:59 Ah, 10. Okay. Ayun, sabi nga, Etanote rin na, sabi ni, ano, Speaker 1 00:20:06 Ah, hindi ka na ba kasama doon sa Q-up? Hindi na. Okay. Sabi ni, ano, Currently nasa Q-up kami, wala siya sa mood. Speaker 2 00:20:15 Eh, Speaker 1 00:20:18 Bakit? Hindi daw sabi ko, baka, ano, May nangyari. Speaker 1 00:20:27 Pero sabi ko pa nga, nakatakot pa naman siya Pag bad trip. Though, minsan lang naman siyang Mabadrip eh. Pero pag, alam mo yung, Mabait na tao, pag minsan lang mabadrip, Ganun. Bad trip na talaga siya. Speaker 2 00:20:39 May mukhang, Na-convert siya as Product. Sinong nag-convert? Ay, nung kinonvert ko siya, Napunta siya as product, Which is dapat hindi. Speaker 1 00:20:51 Ah, okay. Kasi nandun na siya. Speaker 2 00:20:53 Sa fixed fee. Kasi labor yun eh. Speaker 1 00:20:57 Can you check why siya nagkakaganon? Kasi baka mamaya ma-miss mo yan. Nakita dun sa amount na Alam mo yung nagka-times to siya. Speaker 2 00:21:06 Makikita naman, Mi. Parang bago I-bill siya is mat-check Dapat siya. Speaker 1 00:21:12 Just make sure na you're on top of it. Speaker 2 00:21:16 Kasi dapat wala siyang product eh. Ang product na yun is, Yung monthly lang na yun. Speaker 2 00:21:22 Pero kapag Monthly din kasi na, Makikita. Ilalagay doon is Hindi rin siya nagko-convert. Mukhang ang ConnectWise, Mi ang nagkakaproblema. Eh, talaga? Speaker 2 00:21:37 Kasi hindi naman pag si IT, Galing siya sa SO, Hindi siya nagko-convert, Talaga as product eh. Speaker 1 00:21:45 Wait, ganito mi. Reach out ka, Kay ConnectWise support. Pag-iikas niyo yung Email. Just to make sure na hindi Sa atin yung mali. Wait lang. ProductConnectWise. Speaker 1 00:21:57 Para maaintindihan natin What's going on. Sabihin mo kasi May napansin ka na ganito, Saan na siya? Maggi. Speaker 1 00:22:13 Ay, wait lang. Naging group chat, Natin ni Christy. Speaker 1 00:22:20 Maggi. Speaker 1 00:22:23 Wait. Speaker 2 00:22:27 So, mga projects for building. Speaker 1 00:22:29 Need. Ayan, sinag ko sa'yo Yung email ni. Speaker 2 00:22:33 Post-course group. Speaker 1 00:22:35 Sinag ko sa'yo yung email ni ConnectWise. Pakichat mo na lang Ni... Sisi mo na lang ako, ha? Kung anong nangyari. Sabihin mo, May napansin kang behavior ni ConnectWise Lately na Bakit ganito? Eh, hindi naman dapat Ganun yung nangyayari, ha? Speaker 2 00:22:51 Ah, tapos, Kwan, ilagay ko Din yung mga iba. Nahiti siya. Yung mga napapansin mo. Ano ba yung last na napansin ko? Hindi rin siya nagko-convert. Speaker 2 00:23:06 Hindi? Pero ang pinupunta, oo. Pero ang, Ang tawag nun, Speaker 2 00:23:14 Ang tinatap ko, Is sa, Sa sales. Meron sa SO nila, pero kapag Kinonvert ko, wala. Speaker 2 00:23:29 Pero kapag may next na namang Quote, okay naman. Speaker 1 00:23:33 Kompleto naman yung ganon. Ilista mo lahat ng mga concerns mo. Sabihin mo, Can you please enlighten us On mga recent behavior Connect-wise na napapansin namin, Blah, blah, blah. Para, ano, ayun. And if meron silang workaround na, May sasuggest, Para ma-avoid yun, or kung baka naman Meron silang need effects, Sa end nila, ayun. Wait, may kailangan daw si Trish. Speaker 2 00:24:01 Alin, ano? Pati yung nangyayari kay Elisa Na sinasabi niya sa amin na, Wala siyang related ticket Or project. Oo, yun. Sabi ko, kapag pumunta, O pag pumunta naman sa Product, may, PO doon, sabi ko. Sige. I-list ako yun, Tapos i-summarize ko siya. Speaker 1 00:24:23 Oh, and then sisi mo ko, ha? Yes, simi. Sige. Teka lang. Wala pa naman. Wala pa dumarating na drop sweet. Speaker 2 00:24:35 Okay. Speaker 2 00:24:37 Hala, yung project na yun. Baka na ba trip siya sa mga project? Speaker 1 00:24:42 Charot. I won't go. What? Bigla daw ano. Kasi sa one-on-one pa lang daw nila ni Seg. Ah, okay. Bad trip na daw. Shucks, di man lalo siyang, Ma-bad trip sa project. Even before the Project queue up. Wait lang, Ba't di ko nakita yung, Calendar niya? Speaker 2 00:25:02 Me? Girl, Pilipino ba yung asawa niya o girlfriend? May asawa ba siya o girlfriend? Speaker 1 00:25:08 Eh, jowa ata. Pinay. Oo, pinay siya. Ah, okay. Kaya ilang beses siyang nakapunta dito. Kaya nga sabi niya kahit mag-isa na lang siyang pumunta sa year-end party dahil he's been here naman na daw even before like a lot of times. Sabi ko, okay. Sabi ko kasi. Akala ko gusto niyang pumunta pagkasama lang si answer. Si answer. Wait. Bakit hindi ko na nakikita. Speaker 1 00:25:40 Yung calendar ni Pete? Speaker 1 00:25:45 Siya na daw bahala. Ay, naging untitled. Speaker 1 00:25:52 Christy, Olivia Andor, CIT. Speaker 2 00:25:56 Christy. Lagay natin sa invoicing yan. Speaker 2 00:26:02 Kumagawa pa man din ako Ng summary ko dun sa Ability first na yan. Speaker 2 00:26:10 Oh, nawala siya sa shared. Speaker 1 00:26:11 Calendars ko. Speaker 1 00:26:15 My God. Yoko na akong mag-reach out, pero wala akong magagawa. Kailangan akong mag-reach out. Speaker 1 00:26:23 Kay Pete. Morning, Pete. I noticed, That I Sure, No longer on my Shared calendar List. Just. Speaker 3 00:26:40 Checking if you've, Made some changes. Speaker 3 00:26:50 Thank you. Speaker 2 00:26:57 Kailan ba ito? Lungling naman. Ano yung meeting natin kay Con? Speaker 3 00:27:08 Co-pilot. Speaker 3 00:27:11 CT. Wala pa din. Speaker 1 00:27:23 So, nakausap mo na si Stephanie? Yeah, kahapon. Yeah, mukha naman siyang Masaya yung... Mood niya kahapon. So, mood niya. O, kaya naging comfortable ako na Mag-assign sa kanya ng mga ano. Pero, syempre, alam mo naman ang may taong, Like, may depression. Ano yun eh? Akit-baba-akit-baba ang kanyang, Emosyon. So, hindi siya, Stable. So, hindi ko alam kung, Pag ngayon, madaming. Speaker 1 00:27:55 Ipapagwa sa kanya. Hindi ko alam kung ano magiging. Speaker 1 00:28:00 Ano sa kanya? Effect? Pero sabi ko naman, If you're feeling overwhelmed, Just let me know. Speaker 1 00:28:10 Yun lang. Okay. Speaker 1 00:28:12 At least bumalik siya. Speaker 2 00:28:14 Oo. Diba? Speaker 1 00:28:16 Pero hindi ko pa rin maalis At the back of my mind na, Any moment ako, Magpaalam siya. Magpaalam siya. Speaker 1 00:28:24 Ayun lang. Speaker 3 00:28:27 How many words you require? Speaker 1 00:28:35 Hi, Julio. This is for 30 days. Ilan ba ang sa one month? Ilan ang... Wait, 30 or 31, ganun. Hindi, I mean starting now from June. Let's see. 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19. Speaker 1 00:29:05 20, 21, 22, 23, 24, 25, 26, 27, 28. Ay, 30 na natin. Speaker 3 00:29:24 Okay. Speaker 3 00:29:27 1450 per voucher. Speaker 3 00:29:35 Anong sabi niya? Speaker 2 00:29:43 Well, Bilis niya. Four of the few That I need to get done But do the other, Project managers, Do it this way Or they just, Reach out to you And have you do it? Ano daw? Speaker 1 00:29:57 Okay, Then the four Or the few That I need to get done, But the other project, Do it this way or do they just Reach out to you and have you do it? They reach out, kamo. Ikaw nagbibilmagi. Speaker 1 00:30:09 Magsasabi sila, Pag may ipaprogress bill Or pag close ng project. Speaker 1 00:30:14 They reach out to you, kamo. Speaker 3 00:30:31 Oh, really? So we need less than 30 parking. Speaker 3 00:31:07 Asan na yung notes ko dito? Speaker 3 00:31:18 Ay, 44. Speaker 3 00:31:26 Okay. Speaker 1 00:31:30 I'm caring. Speaker 1 00:31:34 Elisa, how much ang palette? Deh! How much ang parking validation? Hello? Speaker 1 00:31:43 How much ang Parking validation? Speaker 2 00:31:50 Good to know, But I'll handle what I can, For you just so That you don't have to worry about it. Speaker 2 00:31:60 Pero siguraduhin mong, Tama, Christy. Ano daw? Ano daw? Ano bagay? Wala na si Ati. Good to know, but I'll handle What I can for you Just so that you don't have To worry about it. Speaker 1 00:32:15 Thank you, Christy. Speaker 1 00:32:19 You're the best. Speaker 2 00:32:22 Pareho tayo. Speaker 2 00:32:25 Heart, heart. Speaker 2 00:32:34 So, pareho sila ni Seg. Si Seg din nag-progress Ng project niya. Speaker 3 00:32:43 Okay. Speaker 2 00:32:49 Bag-bag. 67.7, 19. Hmm. Speaker 3 00:33:09 Ako siya inalagay dito na amount sa OLPO, OLTD, $40. Speaker 1 00:33:27 Oh, laking discount pala. Ibigay sa atin ang $40. Speaker 2 00:33:40 Ay, magre-request din pala ko ng PTO ko sa Yumi. Speaker 1 00:33:50 Ogo, mag-email ka na lang. In one book, let it be passed. 14.50. Speaker 2 00:33:56 Inantay ko lang kasi yung bunso namin. Ano bang balak niya sa graduation? Ah, mag-graduation na ba siya? Speaker 1 00:34:05 Oo. Speaker 2 00:34:07 Kaya free na daw Ang nanay at tatay ko. Anong course na yun? Psych. Pero parang Sabi niya, parang Ayaw na yung ituloy daw. Langiya ka sabi niya. Kasi nga Nag-VVA din siya. Parang itong kapatid ni Husband, kinuha, Siya, tapos, Ano tawag na? Kasi parang dalawa yung ginagawa nung kapatid ni husband na VA. Parang client-client ganyan. So, yung half nung work is pinunta nyo sa kapatid ko. So, half nung sahod sa kapatid ko. Speaker 2 00:34:48 Upanta. Oo. Sabi nga namin, ay, swerte mo kasi kung yung mga starting ng bagong graduate, di ba? Walang-wala dyan sa nakukuha mong sahod, sabi namin. Speaker 2 00:35:03 Ay, parang ayoko na, sabi niya. Parang mag-work na lang daw siya Ng ganito. Maliw ka, sabi namin. Speaker 2 00:35:12 Grabe. Ilan ba kayo Magkakapatid pala? Oh, shit. Five. Eh, yun na Habol, minupusal baby. Eleven years, anggap namin. Dalawa. Wow! Ay, di ba? Ang landi ng nanay ko. Speaker 2 00:35:30 Charo. Paid amount. Wait, wait, wait. Speaker 1 00:35:35 Baka mabadalap yung sipit. Ay, alam. Sabi ko kasi, wala na ako. Hindi ko makita yung access. Yung access ko sa ano mo, calendar mo. Sabi, RSA? Sabi ko, teka, teka. Wait, check ko lang. Calendar. Speaker 2 00:35:56 So, relate ka lang, Pete. Relax ka lang, Pete. Speaker 1 00:36:02 Huwag ako, sabihin mo. Calendar show all. Speaker 1 00:36:10 Alam mo, wala talaga. Hindi ko alam anong nangyari. Christy, Anzor, Monty, Cheryl, Jose, Mike. Speaker 1 00:36:17 Bakit siya pa? Speaker 3 00:36:21 Fudge. Speaker 3 00:36:23 Wala talaga. Speaker 3 00:36:38 I think I lost access. Speaker 1 00:36:47 I cannot see you on the list anymore. Speaker 2 00:36:53 Eh, siya lang makakapagbigay, diba? Speaker 3 00:36:56 Oo. Speaker 3 00:37:32 Puede pinagkustumah kita ito. Speaker 3 00:38:00 Could you try giving me... Speaker 1 00:38:10 Let me restart my computer. Maybe it will help me. Mag-restart lang ako. Para baka... Sige, sige. Kaya nawawala. Dahil doon. Oo nga. Sige, sige. Thanks. Bye. Speaker 2 00:38:34 Okay, B. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=3f270962-9713-4b4c-8ac1-99ed5df4d4df&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MTYzNzQ4MSJ9.CgoKBHNuaWQSAjY0EgsI-u-hoLT3pT8QBRoMNDQuMTkyLjIyLjMwKiw5Sm9YTXlhU0tZU0hXWHV0VUh6NGx3eE5qNDFkK2VDMUh5Y0RDZUhjTzJZPTCaATgBQhCiHj1GogAAEM6ZCUCirsZbShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.NHTisBv7IKNsZvi72UdD-upHbw9zE_OueLmyQ2zFkaA&ApiVersion=2.0	—▾	Restart computer to troubleshoot loss of access to Pete's shared calendar; if unresolved, request re-granting of calendar sharing permissions from PeteSend PTO request email to Yumi once youngest child's graduation dates are confirmedForward ConnectWise Support contact details or confirmation email thread to April+2	✓	—▾	—	—	—	—	—	✓
07-22 Weekly Meeting: Team Updates, Cybersecurity, and Project Angel Food Renewal	> Date: 2026-07-22 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Anzor] [Seg] [Pete] [Speaker 6] [Speaker 7] [Anton] [Speaker 9] [Vince] [Mike] [Speaker 12] [April] [Speaker 15] [Christi] ### Meeting Notes #### **Opening and Team Updates** - The meeting began at 10:00 AM on July 22, 2026 (Week 30). - **Support Schedule**: George is primary support; Juno is backup for the week. - **Core Value Shout-out**: Sean and Charles Duplessis were recognized for being “always friendly” and helpful. - **Quote of the Day**: “If you take out team in teamwork, it's just work. Now who wants that?” — Matthew Woodring Stover. #### **Helpdesk Update** - A new technician, Jason, has joined the Helpdesk team. - Jason’s background includes IT administrator, IT generalist, and technical specialist roles, primarily with BPO companies. - Personal interests: hiking, camping, and motorcycles. #### **Cybersecurity Update** - Passwords for global admin accounts sourced from Hudu are currently being rotated. - Team members may receive alerts about broken Power Automate flows. - To resolve, sign in and re-authenticate the affected flows. #### **Operations Update** - **Ticket Volume**: Volume is fluctuating but trending down from a recent peak. Continued help is requested to reduce the backlog. - **Phishing Tests**: Simulated phishing emails are increasing in complexity. - Be cautious; do not click links or open attachments in suspicious emails. - Use Outlook’s “report the fish alert” option for any suspicious emails. - **Empower Training System**: - Empower is underutilized by the team. - Pete requested everyone explore the system—especially assigned courses—over the next few weeks. - Feedback is needed to decide on renewal, as it represents a significant company expense. #### **Account Management Update** - **Increased Collaboration**: Vince noted a strong uptick in effective cross-department collaboration. - **Project Angel Food Renewal**: - The client renewed with Crimson for three years. - This followed CEO dissatisfaction over a 40–50% bill increase across six months. - A meeting with Anzor, Pete, and the CEO resolved the issues. - George and Kevin received praise for excellent onsite support. - Anzor later met CEO Richard, who expressed high satisfaction with the team’s work. #### **Finance and Admin Updates** - **401(k) Transition**: For US employees, the 401(k) is moving from American Funds to Empower. - A blackout period runs from July 13 to August 3, 2026. - Contributions from the July 25 paycheck will be remitted to Empower. Support contact details were provided. - **Client Subscriptions**: The admin team is identifying and moving remaining client subscriptions that still use the company card. - **Project Angel Food Invoice**: Anzor asked April to simplify the invoice for the new three-year contract. #### **New Business Development (NBD)** - Anzor and Pete had a promising meeting with a potential large client. - An update is anticipated within two to four weeks. - Anzor is re-engaging in sales efforts after a three-week vacation. #### **Change Management & Project Updates** - **ARC**: Two access points and a switch will be replaced on Thursday, July 23, 2026, at 9:00 AM, causing a brief network outage. - **Ishida, Wong and Associates**: UPS replacement on Thursday, July 23, 2026, in the afternoon. - **Belay**: Two access points will be replaced on Friday, July 24, 2026, at 9:30 AM. - **Capital**: LastPass deployment for 16 users is in progress. - **Billy**: Abundance has been deployed and is in monitoring. - **The**: DataSize was deployed on July 22, 2026. - **Sharp (Crenshaw)**: Switch changes scheduled for the weekend (July 25–26, 2026); alerts can be ignored. #### **AI Competition Update** - Anzor reminded the team to submit their AI competition projects. - A review plan will be created next week to select the winner. #### **Training: Introduction to Power Automate** - Christi presented an overview of Microsoft Power Automate, included in the company’s M365 licenses. - **Functionality**: A “when this happens, do that” workflow engine, more powerful than Outlook rules. - **Flow Types**: - **Automated**: Triggered by an event (e.g., a form submission). - **Scheduled**: Triggered at set times (e.g., weekly reminders). - **Instant**: Triggered by a manual button press. - **Versions**: A widely available free version and a premium version (diamond icon) that requires approval due to additional cost. - **Use Cases**: Examples include saving email attachments to OneDrive, posting Teams messages, and integrating with tools like Asana and ConnectWise Manage. ### Next Arrangements - [ ] Explore the Empower training system—especially assigned courses—and provide feedback over the next few weeks. - [ ] Define a feedback collection method and target date for Empower renewal decision (e.g., form or channel; deadline TBD). - [ ] April to coordinate with Anzor to simplify Project Angel Food’s three-year contract invoice. - [ ] Submit AI competition projects to Anzor. - [ ] Users impacted by global admin password rotations to sign in and re-authenticate any broken Power Automate flows promptly. ### 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 decision on whether to renew the Empower training system is pending. The action is for team members to use the system and provide feedback, but there is no specific deadline or method for collecting this feedback. > 2. Passwords for global admin accounts are being rotated, which may break Power Automate flows. While the fix is to re-authenticate, there is a risk of disruption if users are unaware or do not act promptly. [EOD sweep 2026-07-27] CIT weekly all-hands - already logged 7/22.	Jul 22, 2026	Speaker 1 00:00:09 Good morning. Morning everyone. We're just a little bit late. Speaker 2 00:00:26 Good morning, good morning. Good morning, welcome back. Speaker 3 00:00:32 Thank you. It's nice to be back. But it was nicer on vacation, of course, always. Speaker 4 00:01:18 Are We are here. One minute left. Speaker 5 00:01:22 And a minute early. Speaker 6 00:01:56 Alright, it's ten a.m. Good morning everyone. So let's start this meeting. Today is July twenty two, twenty twenty six, and the week number is week thirty. For this week's uh, primary support is gonna be George and the backup is Juno. Right, And for the core value that I would like to highlight for this week is always friendly, and I would like to shout out the Duplessis brothers. Okay, especially Sean and Charles. So, we don't talk often on a daily basis, but whenever I try to reach out to you guys, you always are happy to help. I lend a helping hand. Okay, and for the core value sorry for the quote of the day. So here goes: If you take out team in teamwork, it's just work. Now who wants that? Okay, it's by Matthew Woodring Stover. Speaker 6 00:02:55 One of the authors of Star Wars. Okay, moving on to team updates. Let's proceed with Helpdesk with Olivia. Speaker 7 00:03:08 Good morning, guys. Happy Wednesday on the Helpdesk side of things, we have a new technician starting Jason. Jason let us know a little bit about yourself something fun. Speaker 2 00:03:22 Sure yeah, First, hello everyone, and it's nice to see your faces virtually. So yeah, little about me. So I've been in the industry for quite some time since two thousand and twenty two. I've worked with contact center business or BPO companies for the past years, uh with roles such as IT administrator, IT generalist and technical specialist. And right now Currently with Crimson as part of the Help Desk team, and I'm really glad to be here. And something personal about me, I do have two dogs. They are dachshund. And um something I enjoy during my hours outside work, I enjoy outdoor activities specifically nature activities such as. Speaker 2 00:04:16 Hiking, camping, and I'm also a motorcycle enthusiast. So yep. Speaker 7 00:04:23 All right, awesome. Well Jason, we're so happy to have you on the team. Everyone please give Jason a warm welcome. And that is all we have on the Help Desk side of things. Speaker 6 00:04:34 Thanks Olivia and welcome JasonMoving on to cybersecurity with Anton. Speaker 8 00:04:41 Good morning everyone. I have only one update. We're currently rotating password for uh global admin accounts from Hudu, so if you're gonna see any notification about like broken Power Automate flows, please sign in and just re- authenticate to fix it. That's it from my end. Thank you. Thanks Anton. Uh moving on to operations with Pete. Speaker 5 00:05:08 Good morning everybody, Um, not a whole lot this week. I think we are ticket volume is kind of up and down candidly. Um, I think we've gotten we've put a little bit of a dent in it since the big, uh, the big bubble that we had about a month or so ago. But um if anybody can help, you know kind of kind of keep hammering away at that. Um let Olivia know, and we'll see if we can if we can, you know keep keep uh pushing. Speaker 5 00:05:40 Pushing away to put to get those numbers down. A couple of other items, the phishing email tests, I think people are still doing okay on those. I think they're a little more complicated recently, so watch out for those. But at the same time, I think that's good because maybe it'll make everybody be more cautious when the real ones come in. So keep your eyes open, be cautious. As a reminder, especially for people that are new, if you get an email ever that comes into your inbox that looks suspicious, do not open any attachments. Do not click on any links. And, there is a fish alert option in Outlook in the top bar that you can report the fish alert, and it will be investigated to see if it's real or if it is a fish attempt. Um and they will let you know. Speaker 5 00:06:36 And there will be test fish emails sent to you, so be cautious of that because if you click on them, you will be reported and it will not be a good thing. So, be cautious of that. We want to be careful for our environment as well as our customers' environments. Lastly, I was reviewing Empower, which is our training system this past week, and candidly, very few people are using it. It does cost the company money. I would like people to at least look at it. The reason I want us to look at it is because I want to know if it's a value to the company. We are paying, a fair amount of money, to have this uh this system available for our team. Um, it does offer a lot of training for especially the Microsoft products. Um, it does have a few other products available, and if you do use it um I think it's helpful to. Speaker 5 00:07:32 You know, if you are working towards certifications for the different, especially for the different Microsoft tracks. If if it is not valuable, I don't want to renew it and I don't want to pay for it. So, um, could everybody at least try in the next couple of weeks to explore Empower? Take a look at it. If, you can at least and I know everybody's busy, but if you can at least. Explore a course or two. I think everybody at least had one course assigned to you, which was the customer service facing, um, uh, course. Which doesn't take too long to take. Um, if you can try to fit that into your schedule, uh please try to do that. See if it's of value to you. If you don't find value in it. I would like to hear that as well because I'd like I said, I don't want to I don't want to renew a product that doesn't. Speaker 5 00:08:24 Doesn't add value to the team. So, um, Try to make time for that in the next few weeks, if you could. And just give me give me your candid feedback. Cause if it's good, it's great. If it's not good, let's not spend money on it. All right? Uh that's what I have for today. Have a great day and welcome. Speaker 6 00:08:42 JasonMoving on to account management with Mike and Vince Thanks Pete. Speaker 9 00:08:54 Good morning, Crimson. Speaker 10 00:08:56 Um, I just wanted to share real quick. Um, I don't know what's going on in the air and the water, But like the last week or so, there's been such a huge uptick in interaction across departments. Especially when it comes to working with a customer understanding their environment. You know, I kind of briefly uh touched on this last week with Patrick, but I'm seeing a lot more sort of collaboration right when there's a problem or a ticket. More willingness to open up and reach out to account managers, reach out to other members. So I just want to give a kudos to like the entire Championship team, uh the support team in general. Like I I'm really noticing a huge upswing in that. So congrats. It's, it's really amazing to see and it's very encouraging because what it tells me is that when a ticket lands in like my lap, for example, or if there's a question that the customer has, I don't feel like I'm on an island. Like there's a there's a group and a team behind me so. Speaker 10 00:09:52 Uh, kudos to everyone. Please keep up the great work and whatever it is that's in the water, continue drinking that because I I like what I am seeing from my perspective. So appreciate that guys. Speaker 11 00:10:04 Um, and the thing I wanted to add is again same thing congratulate the team. So if no one's aware yet. Uh Project Angel Food just signed to another three year agreement with Crimson, which is amazing. Um what's especially cool about that is I don't always talk to the CEOs of companies, right? Because they have. The gatekeepers below them that I typically meet with on a regular basis, but relationships are important. They, the person I meet with, Notified me that, that project Angel Food was not happy about their increase in their bill. We didn't realize it, but over the course of like six months, their bill increased by almost fifty percent forty fifty percent). And. So the CEO saw that and was not happy and instructed our point of contact to go get quotes from other MSPs. So he shared that with us, which was great. Speaker 11 00:10:50 We got a chance to get in front of it. I let Anzor and Pete know. We all had a meeting with Anzor and the CEO, and everything went well. We course corrected. I want to give a shout out to George and Kevin. Your guys' onsite support was definitely a factor. Stephen really loves you guys, so it was just a team effort. So Project Angel Food the food side for three years, great job everybody! I'm stoked they're stuck with us! Speaker 3 00:11:18 So, I want to add a little bit to this, Mike. So, Yesterday, I was walking down Santa Monica Boulevard in West Hollywood, and guess who I run into? So, it's Richard, and he sees me and you know, he gives me this warm hug, like like I am his son. I was like, oh wow, I was not expecting that, right? But clearly this was only possible because he feels very connected, very happy with what we do. And we had a really nice chat. So great, great job team. Phenomenal job, right? It's really good to have these type of interactions and have this kind of feedback. So awesome work team. Speaker 6 00:12:16 Thank you, Mike and Vince and Anzor. So moving on to finance with Elisa. Speaker 12 00:12:24 Uh hi, happy Wednesday everyone. Just a quick update for the 401(k) transition from American Funds to Empower. So this is only applicable to the US employees. So the blackout period begins last July 13, 2026 and it will end on August 3, 2026 when the blackout period ends, Full account access will be restored at Empower and uh 401(k) contributions, starting this uh payroll or paycheck. Seven, uh July 25, it will be remitted or. Speaker 3 00:13:05 Technical difficulties. Speaker 6 00:13:10 All right, so we'll come back to Elisa later. I'm moving on to admin with April. Speaker 13 00:13:16 Um good morning, everybody. So on the admin side, just a quick reminder to everybody that if you come across any um client subscriptions that are still using our card, please let the admin team know. And we're also working actively with finance team to identify any subscriptions left that are still using our cards. So um we would appreciate if you let us know um if you spot any and also this week, we're going to start our monthly billing. So as a constant reminder. Um, if you're working on anything that will affect billing, please let us know. That's all. Thank you. Speaker 3 00:13:53 Yeah, April. Um, so we we've talked with the project Angel Food on simplifying their invoice. Uh, I want to make sure that this invoice right now that they signed three year is simplified. So connect with me. And uh, let let's make sure that uh, we send that invoice in a simpler method. And and see how that goes. Speaker 13 00:14:16 Okay, we'll do. Okay, thanks, Andrew. Speaker 6 00:14:21 Welcome back, Elisa. Speaker 12 00:14:25 So hi guys, sorry I was disconnected. So I dropped the important details in the chat for the Empower log and instructions. If we do have concerns withum. Accessing to your account. Uh I also leave a contact like 800. Uh, you may call directly Empower at 800 hundred, 338-4015. Thank you. If youum missed to receive an email from me regarding Empower, uh, please don't forget to ping me and I can send you, Um the Empower instructions, thank you. Speaker 6 00:15:07 Thank you. Elisa moving on to NBD with Anzor. Speaker 3 00:15:12 So, on new business development, we are acting and working through a potential large client. We'll see how it goes. I don't want to jinx it too much, but Pete and I we had a really good meeting with them. So I am hoping that in the next two to four weeks, we'll bring some really awesome news. Speaker 3 00:15:42 Other than that, I'm just kind of starting back in after being out for three weeks, and probably will get engaged on sales side more heavier moving forward. So, hopefully, you guys will start to see more results in the next few months. Speaker 6 00:16:02 Thanks, Anzor. Any change management or project updates? Speaker 9 00:16:11 Yes, Miguel. So go ahead, Miguel. Good morning, everybody. So I have just three updates for today. So first, we'll be replacing two access points and a switch at ARC. This Thursday at nine am. So network will be down for a few minutes during those times. Then, we'll also be replacing the UPS at Ishida, Wong and Associates office this Thursday afternoon as well. And then lastly we'll be replacing two access points at Belay, This Friday at nine thirty a m and that's all on my end. Thank you, Speaker 3 00:16:45 Miguel. Psyche. Um, I wanted to make one more quick comment. Sorry, uh, Sag. Um so so you know, we've launched the AI competition, right? And then I went on vacation, few people submitted uh their projects to me. Um if you guys have something, you wanted to submit, send it my wayum andum. And sometime next week, I will figure out the actual review plan and we'll work on identifying the winner. Okay, so just wanted to give that heads up. Okay, Speaker 4 00:17:24 So all right morning everybody. So, we deployed some tools to some of our clients for our capital will be deploying LastPass for sixteen of their users. Billy, we've already, Deployed abundance, so they are currently in the monitoring phase. And for the, we've also deployedum data size just today. So if you have if you'll get any notifications for that, please let us know. Thank you. Speaker 6 00:17:55 Uh Christi had your hand uh raised earlier? Speaker 14 00:17:58 Yeahum I I'm I'll I gotta walk away, but I'll be right back for training. However uh sharp uh we're gonna be changing out switches at the Crenshaw location, U h, so those will go down this weekend. If you get alerts, you can just ignore them. Um and I'll be right back for training. I got to walk away for an emergency. Speaker 6 00:18:18 Actually training is the next part. So um can we do duck race? First? Yeah, Speaker 3 00:18:27 Let's do a duck race. Yeah, let's do it. Okay. Speaker 2 00:18:32 Let me know if you see my screen mark, Yep. Speaker 3 00:19:08 Always Anzor. First time I think I see Anzor winning. Speaker 8 00:19:18 It's not the first time, second no? On a duck race? Okay. Yeah, maybe yeah. Integrity over profits, exercise ownership in all that we do, always friendly, commit and deliver. We do the right things and the, Example is going to be Sean always committing and delivering. Speaker 6 00:19:43 Thank you, Anzor. And we can proceed to two truths and a lie. And I believe it was George for today. Speaker 15 00:19:53 Good morning, folks. I have Is it two truths in one lie? Yep. Okay, I have a truth, Truth is, I recently went to Washington, New York and I have seen the Liberty Bell and have pictures on it. Uh number two truth is, I used to be a pig farmer or hog farmer, if you want to call it here in states. And my third truth is, I have a daughter and a son. Speaker 15 00:20:35 All right. Speaker 6 00:20:36 So, who thinks you already claimed it as all true? Who thinks the first one is a lie? Like George recently traveled to Washington, New York. Speaker 11 00:20:52 That's a lie. Isn't the Liberty Bell supposed to be in Philadelphia? In Philadelphia. Yeah, exactly. Where did you go? You never had vacation. Speaker 2 00:21:04 Everyone saw those Taco Bell, even the people not in the US. Everyone knows where it is. Majority, dude, come on. Do you want your vacation? Speaker 6 00:21:18 Who thinks that George used to be a hog farmer? For the hog yourself, farming yourself. Speaker 6 00:21:31 All right, and finally, who thinks George has a daughter and a son? Is the lie. Speaker 3 00:21:41 Oh, wow. It's like more or less universal. So it's the first one. Speaker 6 00:21:47 And lighten us, George. Speaker 15 00:21:49 So the third one, I have a daughter and a son. I wish I only have a son. The second one, I used to be a pig farmer, Yes, in my previous life. The first one I recently went to Washington and New York. That is the truth. And by the way, on your way from New York to Washington, you go by Philadelphia, and that's where the Liberty Bell is. So FYI. Speaker 6 00:22:20 Very correct here. Oh we got it That's my truth Can you nominate someone for next week? Uh Who doubted me? Speaker 6 00:22:32 We all did. Everyone, everyone. Speaker 15 00:22:39 You know what? I'll take Antoine because he's facing he's not facing me at all. Speaker 6 00:22:46 All right, so that's Antoine for next week and going back to Christi for the training. Speaker 14 00:22:54 Thank you and sorry about that, guys. I had to chase down something for Doctor Barber. Um, real quickly, a lot of our clients are asking about Power Automate now. Um, so we've talked a lot about AI, but automation is something that we've not really discussed and gone over. So I real quickly want to give you a quick overview of Power Automate. All of you have access to Power Automate. Um, so if you go into My Apps, just scroll down and you're going to find Power Automate. It's the blue arrow that's within uh Office applications. And real quickly let me just tell you what it is. Speaker 14 00:23:25 So Power Automate is Microsoft's "when this happens, do that" type of engine. It's a workflow. And it's already included in the Microsoft 365 licenses that we manage every day. There's actually two tiers. There's the free version that everyone has access to, and then there's a premium version that's only applicable to certain things. So, a lot of things that our users are going to see can work on the free version. Anything that can't, you're going to see a little diamond next to. So just a heads up. But if you've ever set up an Outlook rule, you've already understand the idea of what you can do. Power Automate fills in a lot of the gaps within Outlook. However, it does a lot more than just that. It can do email, Teams, SharePoint forms and then there's a bunch of other systems that can happen. So for example back when I had sent out the handbook. Speaker 14 00:24:21 And had everybody sign it a long, long time ago. When everybody signed it, I had the Adobe Sign in Power Automate save all of those forms and send them over. I forgot his name. Who was our former CFO? Really amazing Robert. Thank you. I keep wanting to call him Charles. So it would send Robert all of those forms when they were signed. So it's something that can easily do you Set it up once and forget about it. Every flow has two parts to it. It has the trigger, and then it has the actions. So the trigger is the event that starts it, such as when a form is submitted or every Monday at 8:00 a.m. And then the action are the steps that run, and they run in order that you put them in. So let's say when an email arrives with an attachment, Save that attachment to OneDrive or when a form is submitted post a message in Teams. Speaker 14 00:25:21 It will even allow you to do approvals. So, so basically there are three types of flows. You've got automated, so this fires on an event someone submits a form, a file lands in a folder. This is probably about ninety percent of what people will build. And then scheduled it fires on the clock, so things that you can do is like nightly reports, Monday reminders. Anyone that's in the napping team channel, you guys know that every Friday You get a reminder in the napping team to remind you fill out the stress surveys. Okay, And then instant fires whenever someone physically pushes a button with their mouse from their phone or Teams. It's like one of those I've got a checklist, so every time I check my checklist, it's going to fire type moment. If you look at the screen that I am sharing, you'll see I have a bunch of flows. Speaker 14 00:26:15 Um, I did modify the email attachments because I realized that one hadn't logged relogged back in like Anton mentioned. But these are all mine. Um, and some of them I've deleted a bunch, but some of them go back three years. Um, and so some of them are no longer being used. I never deleted them, sometimes I'll delete them. But every time a meeting transcript for a meeting uh, it lands into my meeting transcripts folder that I have on OneDrive. Anytime an email is sent to me with attachment, It'll save those attachments in a OneDrive folder so that I have access to them. Even. Speaker 7 00:26:52 If it's phishing email? Speaker 14 00:26:54 Not if it's phishing email. And then this is the one where I send that Microsoft Teams every Friday. Now, in addition to the cloud flows, you also got desktop flows. I do use desktop flows. I'm not going to show you guys that today. And then if I share a flow with somebody or someone shares it with me, Let's say, Anzor had a flow that used to mention the stress survey in the general chat, and he shared that with me, just so he can see it. Or my onboarding flow that I made a long time ago, I shared that with Bogdan. So, these are the kind of things that you you can actually share with each other. All right? So you guys can go in, you can build them out. When you build them out, oops, sorry I hit the wrong button. Speaker 14 00:27:40 You can choose which start. Now, describe it to design it. For those of you guys who have Copilot, you just tell it what you want it to do. So I'm going to make a schedule one real quick. You want to make a name because if you don't, It puts a generic name out there, and then you choose when it's going to do. I'm going to do it once once a week and I'm going to say create. And then that's where the recurrence is. If I hit plus this is where my actions come in Now, I'm not going to go deep into this because we don't have time, but I want you guys to see. If you go in here, You have a lot of different things you can go in here and put in. Anything with the diamond is a premium version. Unless you absolutely have to have it, it's not going to work. If you do absolutely have to have it, Uh well, I'm sorry, Go see Anzor, so he can double check you because he did double check me a couple of times. Speaker 14 00:28:35 When he's working on saving money, which I 100% agree with him. Please check me, but also please don't take my premium away. I got too much riding on it. But you can go in. There's a lot of things that's not premium. Adobe Acrobat Sign is not premium. So go in there, check it out. I do have a couple in here that connects to other tools and I do have a couple in here that actually connects back to because you can connect multiple Microsoft accounts. Some of mine in here connect back to Ability First. And so Asana to CWM, I have that set up. Anytime that Michonne sends me a task in Asana, it puts it in as a ticket for me in Connectwise Manage. So these are the kinds of things that you can do. Any questions about this? Adrian, you have your hand up. Speaker 15 00:29:33 Sorry, no, that was a mistake. Speaker 14 00:29:35 Okay, no worries. Anybody having questions. And also, if you do have questions later on, please come find me ping me and I'll walk you guys through anything you want. I wanted to give a quick overview. Speaker 6 00:29:50 Awesome thank you Christi. Speaker 14 00:29:51 You're welcome give it a try guys. Speaker 6 00:29:57 All right, let's wrap up this meeting. Uh, please raise your hand if there's anything left unsaid. Speaker 6 00:30:05 If none, then let's wrap it up and may you all have a great day ahead. Speaker 1 00:30:11 Thank you. Bye guys.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=462f2bef-f464-4fcc-931e-3656eadbda71&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDc1MTM0MiJ9.CgoKBHNuaWQSAjY0EgsIwOT1hPWLtD8QBRoNOTguOTIuMjQ5LjEzMCosL0ZOa29taGdoS3dUMXBRbEJPZFlVMXZPWE9kOGZnbWI4M25BeWd4Skc1QT0wmgE4AUIQoinW4stAAAD2GKbENlA8XEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.SekCSB0KbM4KzTsoXLxggttbA4GkisluP1mJYv2qSQM&ApiVersion=2.0	Processed▾	All team members to explore Empower training system and assigned courses then provide feedback to inform renewal decisionApril to coordinate with Anzor to simplify Project Angel Food invoice for new three-year contractDefine feedback collection method and deadline for Empower renewal decision+3	✓	Crimson Internal▾	Crimson IT	covered by 881988 (0.55h, ticket 956831)	ticket 956831	2 - Internal Operations/Meeting Recordings & Transcripts/Crimson/Meeting Transcript - 07-22 Weekly Meeting Team Updates, Cybersecurity, and Project Angel Food Renewal.txt	—	✓
06-17 Foster Placement and Professional Collaboration	 Across multiple conversations, Christi Brown navigates the potential placement of Angelique Cruzman, a pregnant 19-year-old non-minor dependent turning 20 on the 29th, clarifies Wraparound service conflicts of interest, conducts an intake-style introduction with Angelique, manages a respite case for Ladonia including payment logistics and AWOL concerns, and guides a colleague through a detailed technical setup for a GitHub/Vercel/Claude Code workflow. She balances caregiving responsibilities with professional commitments and sets clear expectations and action steps. ------------ ## Potential Placement of Angelique The dialogue opens with Christi confirming Angelique’s age and imminent 20th birthday on the 29th, and discussing room-sharing arrangements with Christi’s daughter, who turns 18 in two weeks and departs for college on August 19th. Stephanie Williams, the social worker, outlines Angelique’s current status: she is in her second trimester at around 27 weeks, previously enrolled at a junior college but withdrew due to pregnancy-related illness, and presently intends to re-enroll when she feels better. Stephanie notes Angelique desires independence yet needs support, has difficulty following rules, is not aggressive, and lacks a substantive support network beyond the baby’s father (one year younger and described as naive). Stephanie also discloses Angelique’s past substance abuse, emphasizing that she has not used since becoming pregnant and recommends outpatient treatment to mitigate relapse risk post-delivery. Christi raises a critical conflict-of-interest point regarding Wraparound services: because Christi works for SCHARP (Southern California Health and Rehabilitation) and has organizational-level access to client records, Angelique cannot utilize SCHARP Wraparound while placed with Christi. Wayfinder is identified as acceptable, as Christi has no access to Wayfinder’s client data. Stephanie confirms Angelique had Wraparound previously, which closed after Angelique left California for Utah; Stephanie plans to reinitiate Wraparound through mental health. Christi proposes calling Angelique at approximately 4:15 PM to introduce herself and evaluate fit, and Stephanie agrees to text Angelique first to ensure receptivity to the call. ------------ ## Intake Interview with Angelique Christi conducts an introductory conversation with Angelique to establish rapport and share household expectations. Christi, a 46-year-old single foster mom and former youth in care who was adopted as a teenager, explains she fosters teens and non-minor dependents (12 and up) and currently lives with her adopted daughter Dom (turning 18 in two weeks and leaving for college on August 19th). Christi discloses personal history to build trust, including being born with prenatal substance exposure and a past miscarriage following abuse in a prior marriage more than 20 years ago. Regarding the living situation, Christi explains Angelique would share a bedroom and an en-suite bathroom with Dom for the next couple of months until Dom departs, and Angelique is welcome to travel with them to Merced to move Dom into her dorm. Christi notes they have three cats; one automatic litter box is in the bathroom Angelique would use and another is in Christi’s closet. Litter box maintenance involves pulling the bag every three days and replacing it, with Dom available to demonstrate and assist. Angelique confirms she is approximately 27 weeks pregnant and shares educational goals: she had been attending junior college virtually and aspires to become a dental assistant. Christi emphasizes a family dynamic of mutual commitment—“we all give 100% and take 100%”—and promises support tailored to Angelique’s needs (pregnancy care, doctor’s visits, classes, homework). House rules focus on practical cleanliness and pest prevention: keep personal messes contained to the bedroom and bathroom, rinse dishes and place them in the dishwasher nightly, and take out the trash regularly. Angelique expresses that the opportunity seems great; Christi provides her cell number, invites continued communication, and indicates they will coordinate with Stephanie to proceed. ------------ ## Technical Work Session: Website Development Setup In a separate professional session, Christi coaches a colleague (Speaker 4) through configuring a web development workflow using GitHub, Vercel, and the Claude Code application. Christi states that Vercel hosting costs thirty dollars a month total for all her projects and that she covers these costs, treating the colleague’s usage as a negligible incremental expense. She explains that the “weight room” website is under its own GitHub organization and included within her paid subscription, so the colleague does not need to pay. Christi guides step-by-step tasks: opening the local folder (e.g., Documents > “The weight room website”), connecting and authorizing the GitHub connector within Claude Code, enabling auto mode, accepting edits, and confirming that changes synchronized from GitHub will deploy to Vercel automatically. She specifies operational keywords in Claude Code: “local server” to spin up a preview for reviewing changes, and “push” to upload updates to GitHub. Christi underscores that GitHub is the “cream of the crop” tool and that the current Claude Code workflow is far superior to a Visual Studio-based process used a year ago. She mentions a forthcoming three-day Claude training scheduled for the 27th from noon to 2:00 PM across Monday, Tuesday, and Wednesday, and offers to forward the invitation and include the colleague. ------------ ## Case Management for Ladonia (Respite Care) Christi details a concurrent respite placement: Ladonia is temporarily staying with Christi due to a death in her foster mother’s family and is scheduled to leave on Thursday evening. Christi informs a social worker (Vanessa) that there was a misunderstanding leading some to think Ladonia was AWOL; Christi confirms Ladonia’s presence at home via security alerts and describes using an Alexa “drop-in” to have lunch remotely with Ladonia and conduct wellbeing check-ins while at work. Vanessa discusses respite payment processing, explaining it transitioned to the finance unit requiring additional information and that she will provide this upon returning to the office (likely tomorrow). Vanessa notes the policy allowing up to 72 hours of respite care per fiscal year, starting in July, and plans to confirm applicability. Christi states that even absent respite funding, Ladonia has been an “absolutely amazing kid,” and emphasizes continuing open-door support. Christi plans to bring Ladonia to her workplace in Pasadena to meet trusted contacts and introduce positive environments, specifically at Ability First—an organization serving the disability community in Pasadena, East Los Angeles, and Inglewood. She confirms there are private rooms available for Ladonia to conduct a Wraparound meeting during the workday. Christi also indicates she has reopened her home, presently focusing on non-minor dependents, and after Dom departs and placements shift, she plans to accept girls aged 12 and up (particularly those who may have been trafficked) as a single foster mom. ------------ ## Action Items - **@Stephanie Williams** - [ ] Text Angelique to notify her that Christi will be calling to introduce herself - [TBD] - [ ] Initiate Wraparound services through the mental health section for Angelique (excluding SCHARP due to conflict) - [TBD] - **@Christi Brown** - [ ] Call Angelique at approximately 4:15 PM to discuss potential placement - [TBD] - [ ] Inform Stephanie Williams of the final decision regarding Angelique’s placement - [TBD] - [ ] Forward the Claude Code training invitation (three-day training on the 27th, noon–2:00 PM) to the colleague - [TBD] - [ ] Take Ladonia to work in Pasadena and provide private room access for her Wrap meeting - [TBD] - [ ] Alert Ladonia regarding communications from her attorney and social worker - [TBD] - [ ] Coordinate a two-way call for the counselor meeting or provide a debrief to the colleague afterward - [TBD] - **@Angelique Cruzman** - [ ] Contact Stephanie Williams to confirm the placement decision after speaking with Christi - [TBD] - **@Vanessa (Social Worker)** - [ ] Provide additional information to the respite payment department upon return to the office to finalize processing - [TBD] - [ ] Confirm the applicability of up to 72 hours of respite care under the current fiscal year policy - [TBD] - **@Speaker 4 (Colleague)** - [ ] Open the “weight room” folder locally, connect GitHub via Claude Code, enable auto mode, sync repository, and use “push” to upload changes - [TBD] - [ ] Attend the three-day Claude training scheduled for the 27th from noon to 2:00 PM - [TBD]	Jun 17, 2026	Speaker 1 00:00:02 Hi, this is Christi Brown. How are you? Good, Speaker 2 00:00:05 How are you? Speaker 1 00:00:06 I am good. So, you have a nineteen- year- old looking for placement; she'll be twenty soon. Speaker 2 00:00:11 Yes, she'll be twenty on the twenty- ninth of the end of this month. Speaker 1 00:00:15 Okay, um, Would she mind sharing a bedroom with a current uh She'll be eighteen next week and she's going to college August? Uh, We take her to Merced on August eighteenth Oh. Wow. Speaker 2 00:00:30 I don't think so. I don't think she will have a problem. Speaker 1 00:00:33 Okay, is she in college or high school? Speaker 2 00:00:37 She's at this time, not doing anything because of she's been sick with the pregnancy. She was um at a JC but she had to drop out. She was doing it virtually, Um but uh, she is willing to do it once I guess, once she feels better to enroll back into school. Okay. Speaker 1 00:00:59 How much support does she need for her pregnancy? Speaker 3 00:01:03 As far as we mean support, Speaker 1 00:01:06 Um, someone to talk to, getting to doctor's appointments once she has the baby, like help with care, all of that. Speaker 2 00:01:13 Yeah, she's going to need that. Okay. She's never been pregnant before. She doesn't have anyone in her life, just only the baby's father, who who is a year younger than her, and he is very naive. Okay, She doesn't have anyone in her life. Okay, gotcha. I mean, she has a sibling, but they're in foster care as well and they're younger. Okay, but other than that, this is her. Speaker 1 00:01:41 Okay, perfect. Um, Does she is she looking for kind of well, the best way I can put it is like a family, a foster mom that's going to support her and be there for her? Is that what she wants? Speaker 2 00:01:54 To be honest, you really want to be on our own. Speaker 2 00:01:59 Okay, and she had issues, you know, following through with things. Um, she does have a problem. I am gonna be honest; she does have a problem following rules. Okay, But I think she, if she, if she's in the right place and she gets the right support, I think she will be willing to adjust to You know, look at, you know how these young adults get yeah. Speaker 2 00:02:33 Okay. She's not, she's not a really, she's not aggressive at all. Okay. She just, she just likes to um I don't know, she wants her freedom but at the same time she wants support. Yes So I mean, you can talk to her if you want I can give you her phone number, and then you guys can see if you guys maybe a good match rather than going through the whole motion. And then find out it's not gonna work Right. She just got this phone because she lost her other phone on the bus. Gotcha. She's been having a real bad time lately. Hold on, okay, get her new number. Speaker 1 00:03:13 Okay, what's her name? Speaker 2 00:03:15 Her name is Angelique Cruzman. Okay, and she speaks Spanish, But I know she can speak English;. She would be assigned to me if she wasn't. Um, hold on, let me get you her number. Gotcha. And my name is Stephanie Williams. Okay. Um, okay. Her phone number is she just got this phone. Yeah, third phone. No worries, number three. Okay, Eight four zero, area code two five, six, six, eight, six nine, Speaker 1 00:03:57 Six eight, six, nine, Speaker 2 00:03:59 And she is. Speaker 1 00:04:05 Not a problem. Um, just a heads up for you. I have a respite case with me right now, that's sharing a room with my daughter. Okay. And she leaves on Thursday evening. Um, there was a death in the family for her foster mom, so she was placed with me for a week. Um, My uh so just to heads up on that. And then my daughter I adopted her from foster care six months ago. Uh-huh So uh, and she will be eighteen in a couple weeks She's going off to college. And Angelique is is welcome to travel with us if you say it's okay. Um, Speaker 2 00:04:39 Oh yeah, I am fine with it. Perfect. I want her to experience being supportive, okay? Being not feeling like she's alone. Yes, but also too as adults, But um she definitely at this time, especially because she's pregnant, she really needs the support because I've been. Her sole support right now, and she has not really been out of from big trouble or anything. But, she does need to be reminded that she needs to follow through what she's supposed to do, you know, stuff like that. Take care of herself, get rest, drink plenty of water, stuff like that. Yeah. She says she's gonna do it but I don't think she does. Okay And I'm gonna be upfront with you before she was pregnant, she did have a substance abuse. Speaker 2 00:05:34 Okay, but since her pregnancy, she has not used. And she says she plans not to use. But I do encourage her to get in treatment outpatient treatment so that you won't return back to those habits once she delivers. Okay, Good because I would hate for her to uh have a baby or test positive and have a baby removed from her care. Yes, I don't want her to experience that, but she is aware that. Speaker 2 00:06:06 Okay, she know what happens if if she does. Speaker 1 00:06:09 Gotcha. Uh, one really important question I need to ask you, and I'll explain why after I ask you: Does she have a WWraparoundaround team? And if so, who's it through? Speaker 2 00:06:19 She did have WWraparoundaround, okay, but because she was because she uh left the state of California about a month ago to go to Utah to be with family didn't work out, so her Wraparound team has to close. Okay. I do want to reinitiate. Speaker 2 00:06:37 Okay. Which she really utilized what she had. Um, and I couldn't, I couldn't put WWraparoundaround around before because she was out of county, where I have a current place in that THC. But if I can initiate WWraparoundaround, I will contact um our mental health section and get her into it. Do you have a preference as far as WWraparoundaroundaround? Speaker 1 00:07:04 I do. There's a reason for this. I work for SCHARP Southern California Health and Rehabilitation, and they have a Wraparound team. Speaker 2 00:07:12 Yes, I am familiar with that. Speaker 1 00:07:15 Okay, She cannot be placed with me if if that's utilized for her wWraparound team, just because I will have access to. I have Wraparound access to all health records for all clients, even though I don't look at it because of my role within the organization. So okay, I prefer kids not to be used under SCHARP, just because of they're they're one of my clients. Um, wayfinder. Speaker 2 00:07:40 She okay? Speaker 1 00:07:41 Yeah, But I just want to make you guys aware that if she uses SCHARP as her Wraparound, um, Speaker 1 00:07:49 Exactly. Wayfinder is another one of my clients. However, I do not have access to wayfinder. Speaker 2 00:07:54 Okay, I am familiar with wayfinder. Speaker 1 00:07:56 My daughter was through Vista Del Mar. So oh okay, Speaker 2 00:07:60 I am familiar with Vista Del Mar because I used to be the director of. Speaker 2 00:08:05 So, I am familiar with different Wraparound agencies. Yeah, but I am no longer the Wraparound around liaison. Speaker 1 00:08:14 Perfect, yeah. So SCHARP is the only one that she like it would be a conflict of interest. However, Wayfinder is one of my clients, But I do not have access to their client data so that they're not a conflict for me. Speaker 2 00:08:28 So do you already have Wayfinder? Are you using any of your kids in? Wayfinder or because that'll be easier if if that's the case. But, do you have a preference of like a team or an agency that you want me to reach out to or leave um mention in the referral? Speaker 1 00:08:50 I wish you guys could use SCHARP. I love SCHARP. Um, but any others, I have no preference just as long as they're close, and you know, and it works through it. Speaker 2 00:08:59 Well, definitely whatever WWraparoundaround up team we use, it has to be close. Yes. The only way it will work. But if she was already with a Wraparound team, they would probably would have transferred to somewhere else. Speaker 1 00:09:14 Yeah, and that's the only reason why I bring that up, and I have to tell that to all social workers. They can't be with SCHARP and be placed with me because it's conflict. That's the only thing. Okay, Okay, Speaker 2 00:09:24 So give i'm gonna text Angelique Give me a minute. Let me text her, let her know that you will be calling her, so she won't be like, who is this? Yes. Okay, And then you can call me back at the number uh, that I called you from, like two or three two one zero zero one seven six number. That's my county cell number. Okay. Um, and you can text me or call me if you have any further questions or to say to start is, you know okay? Okay, not a problem. All right? Thank you, Christi. And again, my name is Stephanie Williams Thank You ma'am, Speaker 1 00:10:02 So nice to meet you. Speaker 2 00:10:03 Nice to meet you too. You sound like one of my other caregivers who got one of my high- risk kids. You know, just like her. Speaker 1 00:10:11 I am a southern lady who was in foster care myself. That's that's all I can tell you. Speaker 2 00:10:15 So where are you from? Speaker 1 00:10:17 Uh, Kentucky, Tennessee, and Alabama. Speaker 2 00:10:20 Oh okay, my people are from Mississippi so when I was born and raised here. Speaker 1 00:10:24 I was born here, but raised in the south. So okay, but yeah, let me i'll give her a call around four fifteen. Will that work? Speaker 4 00:10:34 Okay, awesome. Thank you. Speaker 4 00:13:17 Yeah, okay, perfect. Thank you. Is. Speaker 1 00:13:29 It sad that I get excited when I get a call from a social worker with a kid that needs placement and their Wraparound team is? SCHARP period. I feel like I should not be excited about this, But I am excited because then that means the kid can be placed with me. Speaker 1 00:14:35 I Got some solid sleep last night, and by the way, I was already in bed when you texted me go to bed because lol. I was not going to move and risk stubbing, a toe or tripping or falling over. I don't know why it sent it to you twice, but how do you feel about a twenty-year-old? This one needs some help because she. Speaker 1 00:15:36 I'm Gonna call her in a few minutes and introduce myself and see if she will be a good fit. .. I didn't know she goes to junior college. Speaker 1 00:15:56 Hey, I did send you an invite for the meeting so that we can meet on Teams. But I might be a minute or two late because I am getting introduced to a new foster kid that might get placed with us. Speaker 4 00:16:26 That is perfect. Speaker 1 00:16:30 Make sure that you are taking your breaks and lunches. And I am so proud of you as sticking through. Speaker 1 00:17:53 In a few minutes, I am calling a potential new foster kid. She is twenty years old and she has nobody. She might be a good one for you to meet because she's also pregnant. I think this is going to be an interesting case, but I am actually really excited about it. Speaker 1 00:19:12 Hi, Angelique. Speaker 3 00:19:14 Yes, this is Christi. Speaker 1 00:19:16 This is her. How are you? Speaker 3 00:19:18 I am good. How are you? Speaker 1 00:19:19 Good. I hear you need a place. Speaker 3 00:19:24 Yes, that's correct. Speaker 1 00:19:25 Okay, um, Would you like to hear a little bit about me? Or do you want to tell me a little bit about yourself first? Speaker 3 00:19:32 Um, go first. Speaker 1 00:19:34 Okay, um so I am a foster parent. I am about forty six years old. Uh, I only foster teens and non minor dependents like you. So kids that are ages, and I do have a cutoff. So I like ages twelve and up. Mostly because I've been in care for myself, um, and I was adopted as a teenager. Um, And I'll be honest, I was crack baby. My my biological mom had substance abuse issues. Um, I am a single mom. So just a heads up. Speaker 1 00:20:09 It's just me currently, my daughter who I adopted in August, who was in foster herself. And so. Yeah, So you would if you wanted if you wanted it and you wanted to move in, um and you liked me and we agreed on it, You would be sharing a room with her for the next couple of months until she goes to college. Um she goes to college on August nineteenth, so in about six weeks. And, you are free to travel with us to get her moved into her dorm. Just a heads up. Um, how far along are you? Speaker 3 00:20:43 I am currently uh in my second trimester. I'm like around twenty seven weeks. Speaker 1 00:20:49 Okay. Um, I have been pregnant myself in the past. I had a miscarriage, um, I was married and um he He assaulted me, um and I lost the baby. I. Speaker 1 00:21:05 Don't Even worry about it It it was over twenty years ago, Um, so I can help you as much as possible. I know that you, I, I heard and I'm gonna assume that this is correct, but you tell me if it's correct or not. I heard that you don't really have anybody to help you out with that. Speaker 3 00:21:22 Yeah, that's correct. I don't really have any family or anything like that out here in California. Speaker 1 00:21:28 No worries and You and I heard that you need a family. Yeah, I do uh i'll be honest, My family, most of my family is not blood related. They're people I chose. Um, I, I know that you were in junior college going virtually? Yeah, Speaker 3 00:21:46 I was going virtually and I'm learning a lot. Speaker 1 00:21:50 What do you want to do? Speaker 1 00:21:54 Oh, That's awesome! That is absolutely amazing. I have met some amazing dental assistants in my lifetime, so that, that, that is fantastic. I can help you with that. I can help you with college. Um, I just my there's one thing that I'm gonna say, and this is what I say to all kiddos coming through, even young adults like you, Is that you are a part of the family as soon as you move in, if you want to be. Um, we all give a hundred percent and we all take a hundred percent. So the thing about it is um I meet you where you're at if you. Speaker 1 00:22:32 If you need help with things, I will work with you. If I see that you need help with things, even if you don't see it, I am going to not push you in a mean way, but I am going to help you become better. I am going to help you become what you are capable of being. And every kid I've ever met has they're all amazing, including you um but they've heard all their life. They may not be as amazing as they think they are. So my job is to help you achieve what you want to achieve in life. And that includes a healthy pregnancy if that's what you want. It includes getting you to classes or helping you with homework. Um, I just I just need that same commitment from you of, you know, let's like clean up after ourselves. I don't want you to be spotless. I'm not spotless. I have ADHD. Keep your mess contained to your bedroom and your bathroom is perfect. Uh, my only issue is dishes because I don't want bugs. Speaker 1 00:23:31 In places full of cockroaches and ants and all that. I am not going back to that. That's my only thing is rinse your dishes, put them in the dishwasher, run the dishwasher every night. Okay, take out the trash. Speaker 1 00:23:46 Yeah, Now one important question I have for you: Do you like cats? Uh, I do. Okay, I have three. So one litter box is in your bathroom because that's, You you guys have your own bathroom that's in your bedroom. And then one is in my closet. So I just going to ask that you guys they're automatic, just pull out the bag every three days, throw it away and put a new fresh bag in. Dom will show you how to take care of it because that's Dom's responsibility. Um Dom, she will be nineteen or eighteen in two weeks. And she wants to help anybody and everybody, so she's like. Speaker 1 00:24:27 If you need twenty kids living here, I will make room for twenty kids. So that's just the kind of kid she is. Yeah. So tell me about you. Speaker 3 00:25:03 Awesome. Yeah, But I finished school and I'm planning to. Speaker 1 00:25:07 Go back to school and stuff like that. Okay. No, that's amazing. Do you like to watch TV? Yeah, I do. Okay, do you like Dutton Ranch and things like that? Awesome, I have plenty of books. Cool. Yeahum Do you like to play video games? Speaker 3 00:25:33 I don't play too much video games. Speaker 1 00:25:36 That's okay, I'm a gamer. Um, the apartment complex we live in has pools and has a gym. Andum, we are gonna have a party in a couple weeks for Dom. I do currently have a respite kid staying with us until Thursday. But what do you think Do you wanna try it out? Speaker 3 00:25:59 Yeah, I do think uh this will be a great opportunity. Awesome. Speaker 1 00:26:05 Not a problem. Um, I have to jump into a meeting because I'm running late to a meeting, but I wanted to call and talk to you. Um. Yeah, no, I see like me and you as well. Um, this is my cell phone number. Feel free to text me anytime. Uh, if I'm in meetings, I won't respond right away, but I will respond, and then let's uh, let Stephanie know what you want and I'll confirm it, and we'll go from there. Speaker 1 00:26:35 You're welcome, and it was awesome meeting you, Angelique. Thanks. Speaker 1 00:26:52 Hi. I don't see you. Oh, you're just hiding your face from me? Oh, is it because you didn't shave this morning? Speaker 1 00:27:09 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 L.A. and she's been in the 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. Speaker 1 00:27:39 Yeah, So the the requirements of staying in as a non minor dependent, is that um you have to 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. Speaker 1 00:28:10 All right, so we have you in GitHub. Let me get logged in. I'm going to share my screen with you, as long as you don't judge my to- do list that's currently on the screen. Speaker 4 00:28:26 My to- do list looks nice. Better? Speaker 1 00:28:40 Off like I am an eighty 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 shiitake mushrooms. Green beans are mine. So and I have more, I have a whole. I have hard boiled eggs, egg whites, and some other stuff on here. Okay, 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. Speaker 1 00:29:49 Yes. Yep, so um Vercel is. Um Vercel's host is the host of it. Okay. Yeah, yep, So Vercel because I only pay thirty dollars 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 um and so you guys are like pennies. Speaker 1 00:30:17 So, I'm that's why I'm like don't don't worry about this. Keep keep this with me because it's not going to cost you anything. Um, so I am I need to add you. Um, where do I add you? I will figure this out. Um, I'll figure this out eventually. Anything you post to GitHub because you have access to GitHub is automatically uploaded into Vercel. Speaker 1 00:30:50 Yeah, any changes you make in GitHub. So, yes. So, in here, um let's see the new weight room. Um, What I did with the new weight room is I built it under its own organization. So, if you go into GitHub and GitHub is like the cream of the crop tool to use. Um 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 on mine, 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 cloth code? Okay, perfect so. Speaker 1 00:31:51 Okay, so how much do you pay for your cloud membership. Okay, that's that's fair. Um, don't ask me what I'm paying for mine. Okay. I I'm I'm double what you're paying. Alright, so what. Yeah. July twelfth. Speaker 1 00:32:21 So, you're gonna go. You're gonna open up the desktop app. You're gonna go into code, and because I'm not on my work computer, I mean my home computer, um, I'm gonna 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 gonna 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. So basically what you're going to do is you're going to pull up, I'm going to do Adapted Inbox. You're going to pull up whatever you're working on. I'm going to trust the workspace. So this is my Adapted Inbox that I'm working on. But you want to use it just like what you would normally use. Speaker 1 00:33:21 Instead of Adapted inbox folder, you're going to open up the wait 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 my desktop. Um, Sure. Speaker 1 00:33:51 No, you're going to look for the weight room. I'm just using it up too because that's the only one I have. You want the weight room folder for your code base. Share your screen with me because I think I know where it is. Speaker 4 00:34:22 I'm not worried about that. I already have mine on. Speaker 4 00:34:55 I don't see it yet. There we go. Now I'm seeing it. Speaker 1 00:35:13 Okay, so go to documents. I'm gonna put it in there. The weight room website. Speaker 1 00:35:25 Click on that. Yep, that's it. So open up Plaid. Speaker 1 00:35:42 No, Not that. Open up your Plaid app. It Is. Speaker 1 00:35:60 I don't. You're gonna have to stop sharing and reshare. Speaker 1 00:36:17 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. And then select folder. Mhm. Now, I want you to go down and click on your name down at the bottom. And then get apps and extensions. Speaker 4 00:36:54 All right, from there. Speaker 1 00:36:58 We're going to look for GitHub. They changed it. Um, go down to Claude Code. Yep, and then wait. Hang on, that's not where I want it to be. Go out of that and try this again. Go to settings. So hit the back button on the top left. Speaker 1 00:37:29 Now go back down to your name. And. Speaker 4 00:37:35 Then look for. Hang. Speaker 1 00:37:42 On, you'll find it. Connectors. Down, down. Yeah, yep. And then at the top right click on Add and browse connectors. Speaker 1 00:37:58 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. Yeah, that's where it is. Speaker 1 00:38:28 Alright, click on connect. Next. Yes, you're gonna you're gonna authorize it. Log in as yourself. Speaker 1 00:38:50 Okay. Go back to code. Alright, now ask, Claude, to pull from GitHub. The weight room. Speaker 4 00:39:08 Mhm. Press enter. It's. Speaker 1 00:39:23 Okay, I added them both. Always allow? Speaker 1 00:39:39 Okay, always allow. At the bottom where you see it says accept edits, click on that. And then tell it to auto mode. Enable auto mode. And always allow. Speaker 1 00:40:17 Now, what it's doing is it's taking everything from GitHub, and it's pulling it down to your local computer. That'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. Yeah, you have to tell it to push. The word is push, GitHub. Speaker 1 00:40:52 Once you're once you're ready to push everything to it. Yeah. And that's all you have to do. Speaker 4 00:41:08 Mhm. Yeah. Speaker 1 00:41:17 Uh, it will try to, uh, it does very well. But lately it's been having because I've been making some changes. You might tell it to spin up a local server, so you can see the changes. And local server is a keyword, 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 us push. Speaker 1 00:42:06 Uh. 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'll tell it push up. Yeah. Exactly. Yeah, um. 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 Claude Code. That's why I had to uh increase it to the two hundred dollar one. So yeah yeah. I if you have. Speaker 1 00:43:02 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. And it's a three day one so, it's noon to two o'clock I think. It's Monday Tuesday Wednesday. I think so. Speaker 1 00:43:31 But I'll forward it so that you can add to it. Yeah. Yeah. Yeah. Speaker 4 00:43:47 Yes. Yep. Speaker 1 00:43:51 Yep So, alright, 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 AM or seven AM Yeah. Speaker 4 00:44:18 Okay. Yeah, Good. Speaker 1 00:44:28 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. Yeah thanks. Alright um, I am gonna leave you alone. I gotta go deal with uh new foster kid coming on board, and then my child has a meeting with her. Speaker 1 00:44:59 Uh, I just take her to college in six weeks. So. You see 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? Oh. Speaker 4 00:45:35 Yeah. Yeah. Yes. Speaker 4 00:46:09 Yeah. Speaker 4 00:46:45 Good. Yeah. Yes. Yeah. Speaker 1 00:47:08 Yeah, and honestly the steroids she's she's gonna she's gonna feel good for a while. Speaker 1 00:47:15 I felt like I could take on the world. Yeah. Speaker 4 00:47:34 Yeah. Yeah, Speaker 1 00:47:40 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. Yeah. So. Speaker 1 00:48:00 Okay, Good. Oh wow, I, I, you reminded me to check something, and my hospital stay so far, I only owe twenty dollars. Yeah, that's a lot of money. Alright, 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 for me. Bye. Speaker 1 00:49:39 For tomorrow, She can definitely do her meeting while at work with me because there is rooms that she can go into to have private conversations. So that's great. I will alert her about her attorney and social worker. I just had a conversation with her through Alexa and she was eating lunch, and so we uh talked while eating both of us were eating lunch. So I've been checking in with her and she's definitely. Speaker 1 00:50:11 So, I have talked to her today. Um, I'll find out what's going on and why she's not responding. But I did have lunch with her remotely uh using the Alexa tool. So, I logged into the kitchen one, and she was making lunch, and we sat down and talked for a while. Um, and so she is home. She keeps setting off my uh security cameras, which is great um right now she's watching TV. So um. Because it keeps alerting me, there is a person on the television. LOL, but I'll find out what's going on. And tomorrow, she can do her meeting while with you or while with me at work. So there are plenty of rooms she can go in and have private conversations. That's Awesome. Speaker 1 00:51:09 Then, you can go to church on the days that I don't feel like going to church, but we are going to church on Sunday. Speaker 1 00:51:47 Hi Vanessa, How are you? Speaker 5 00:51:49 Good, thank you for asking. I'm sorry to bother you. There was just a little bit of a. I'm thinking a misunderstanding. Okay. And I just needed to know that Ladonia was okay. Speaker 1 00:52:02 Yeah, um, so he just texted me. Um, I'm at work, which I'm only like fifteen minutes from the house. But my Alexa app, um, I logged into it and did a drop in and had lunch with her while she was eating lunch. Um, and so we talked for a little bit. So i I have been checking in with her throughout the day. And because my security system is on at the apartment just by default, because I left, um it does alert me that she is at home watching TV right now. Speaker 5 00:52:33 Yeah, I kind of thought so. Speaker 5 00:52:36 I tried to get a hold of her yesterday and earlier today, but she didn't answer. And I know that that's typical of her. Yeah, sorry. Usually, sheum gets back to me as soon as she can within, like a day or two. Yes, But we had a little issue and I'm again, I'm thinking. It's just a misunderstanding. Um, they seem to have think that she AWOL, but I've been in constant communication with her and I do know that she was still around. And yeah, I've had three people confirm since so okay with that too. Speaker 1 00:53:02 Yeah okay perfect She is going to work with me tomorrow? Um, and the reason why is because we're going to Pasadena, And I wanted her to meet some people in Pasadena thatum that I absolutely one hundred percent trust with her, just to show her what life could be like. Okay, that's a good idea. Yeah, And I had told Vicki that I was going to take her with me. Um, they love it when I bring my foster kiddos in. So um so just a quick heads up for you on that one. And um, so I I will be taking her with me to work. I do know she has a wrap meeting tomorrow, And there is plenty of rooms that she can go into and have private conversations. Um, so we will be. Have you heard of the organization called Ability First? No, I have not. Okay, so that's my client and I am going to be working with them tomorrow. Uh, and I'll be at their site. And. So they work with the disability, uh community and things like that in Pasadena and East L A in Inglewood. Speaker 1 00:54:02 Um. And so I thought that, that might be a good one for her to go visit tomorrow. Speaker 5 00:54:07 Okay, that sounds good. If you guys need anything, uh feel free to reach out. I know Miss uh Wagner had told me that you hadn't received the respite picture. I looked into it. Ium reached out to the people that are respiteponsible for handling, uh that you know, once uh something that has to do with payment or anything financial leaves my desk. Um okay, I no longer have access to it. So when I did reach out, they let me know that. Um, they need some like a little bit more additional information, which will be provided to them as soon as I'm back in office, which will likely be tomorrow. Okay. Um and then they should have no issue with that. I also spoke to Ms Wagner about doing respitepite care for this time that Ladonia is with you. I just need to double check and confirm, But I believe it's every fiscal year she can use up to 72 hours of respitepite care. Okay. And since our fiscal year started in July, I don't believe that there would be an issue, But in case, there was then I would let you guys know Not a problem. Speaker 1 00:55:01 And honestly, Ladonia is such a great kid. Um, if you can't do respite care for this time around, I am not even worried about it because she's been she's absolutely amazing kid. Um, Sadly, I do have a new non minor dependent coming to us in a week or so. Um, but you know my doors are always open for her. Speaker 5 00:55:23 Okay thank you thank you so much I really appreciate it. Speaker 1 00:55:27 No worries, And I am working with her on, you know, getting. I know everybody's trying to work with her, but from my point of view, Having been a kid in care and having been adopted and knowing what she's going through right now, you know we've had some conversations at her level as I understand it. So I know it's gonna come in from all angles. So I'm trying to help her out as much as possible. Speaker 5 00:55:51 Yeah and I really do appreciate it. Any help and support that she can get is more than anyone could. Speaker 1 00:55:58 Yeah, and then just a heads up for you. Um, I am, I have reopened my home. And so, um right now I am doing non minor dependents. However once all my non minor dependents move out and my daughter goes to college, um I am gonna take twelve and up. Speaker 5 00:56:17 Okay that's good to know. So keep that in mind. Speaker 1 00:56:20 Yeah uh, just girls thoughum because just because I I know that there is a lot of kids out there. Uh, that's been trafficked and things like that that need single foster moms. So, that is what I I tend to go towards. So just let me know if you have any kids and I don't have and I have the space. Uh, I'm more than willing to take him. Speaker 5 00:56:43 Well, thank you so much. I appreciate that. I'll make sure to uh take a note of it. And then in case anyone else in the office, uh is in need of placing a person. We'd uh, we'd have a conversation with you and see if it's something that could happen. Speaker 1 00:56:54 Yeah, awesome, All right, I am still at the office and I got some work. I got to get done before I can leave. But thank you so much. Speaker 5 00:57:02 Thank you, Miss Christy, and I hope you enjoy the rest of your day. Speaker 1 00:57:04 You too. Bye. Speaker 2 00:57:60 Hi, you have reached the voicemail of Stephanie Williams, CFW three DCFS Pomona office. Please leave a message and I shall return your call shortly. Speaker 1 00:58:12 Hi Mrs. Stephanie, this is Christy Brown. Oh! Oh no worries. Speaker 1 00:58:26 No worries. I am at the office, so feel free to call me whenever you have a chance. Okay, thanks for that. Speaker 1 01:00:40 Whatever works best, I am willing to work around. But just a heads up, there is another kid that I got a call about today. They know that Ladonia is with me, but they may be looking to place her within the next week or two. Speaker 1 01:01:27 No, I have been stuck on phone calls and I keep trying to leave. Is the meeting with your counselor, something that you can two way call and add me into? Speaker 1 01:02:40 It's quite all right. Do what you need to do, and then if you can have a call with him, I don't think he's going to mind you being faceless. But if you do have the call with him, Just catch me off on it when you get home or when I get home or something like that.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=28a0b46f-26ec-41c4-b8ee-76ec2859ab9b&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NjQ4MDIzNiJ9.CgoKBHNuaWQSAjY0EgsIoMqvz6H6uz8QBRoLNTQuOTAuODkuNDYqLFhjOFpwK3B3V3U5NzJlT3lodldwSUk5YnFYc3ZxdkRkL3B2V05NTkg1UkU9MJoBOAFCEKIwR6_bAAAAC8caGomI921KEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.tzsm0myypAbz7nRf71KNsWiXbWQdxqmT-zo60Qwg7CU&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
04-21 Weekly Meeting: C-boss Contract Management Refinement	> Date: 2026-04-21 > Location: [Insert Location] > Participants: [April] [Anzor] ## Meeting Notes ### Refining Contract Management Fields in C-boss - The discussion focused on cleaning up and clarifying fields within the C-boss contracts section. - It was agreed to rename the `Type` field to `Agreement Renewal Type` to make its purpose clearer. - The `Renewal` section was deemed redundant and will be removed. - The `Agreement Renewal Type` will have two options: `Month to Month` or `Annual`. ### Billing Cycle and Attachments - A request was made to add `Quarterly` as an option to the `Billing Cycle` drop-down menu. - A limitation was identified where only one file can be attached. The system should be updated to allow for multiple attachments. ### Ownership and Contact Information Clarification - The concept of a `CIT Owner` was introduced. This person is the internal champion or requester of a tool (e.g., Mike) and should receive contract expiration notifications. - The `Primary Contact` field will be renamed to `Vendor Primary Contact` to specify it refers to the vendor's contact person. - The `Contact Phone` will similarly be updated to `Vendor Contact Phone`. ### Expiration Notifications - The "notify before 30 days" field will have the label `optional` removed. - A note will be added to clarify that the `Admin Support Team` and the `CIT Owner` will receive all expiration notifications by default. - An additional email address should only be added to this notification field if someone other than the owner or admin support needs to be notified. ## Next Arrangements - [ ] Rename `Type` field to `Agreement Renewal Type`. - [ ] Remove the `Renewal` section. - [ ] Add `Quarterly` to the `Billing Cycle` options. - [ ] Enable multiple file attachments. - [ ] Rename `Primary Contact` to `Vendor Primary Contact`. - [ ] Rename `Contact Phone` to `Vendor Contact Phone`. - [ ] Remove the word "optional" from the expiration notification field. - [ ] Add explanatory text that the Admin Support Team and CIT Owner receive notifications by default. ## 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 term `CIT Owner` was agreed upon, but there was no discussion on how this field will be implemented in the system (e.g., as a new mandatory field with a star).	Apr 21, 2026	Speaker 1 00:00:01 Hi, Andrew. Speaker 2 00:00:02 Hey, dear. Yep. Um, okay. Let'sum So. So let's actually uh clean this up a bit Okay So I'm in C boss, right? And we in contracts You're saying So What, what are you're saying Um. Speaker 1 00:00:27 There are renewals that are for like for quarterly. Speaker 2 00:00:30 Yeah. Um, so we have uh type month to month. So, this um the the type we probably should uh make it a little clearer. So, this opportunity for us to really uh customize it. However, you think is right. So when we say type, this probably uh renewal, uh right? Um so so, Wait, what is the type versus renewal? It's either month- to- month or annual or will not renew. Yes. And this is uh annual or month- to- month. So so the type and renewal are almost identical, right? Speaker 1 00:01:16 Yeah, I'm actually got confused about the difference between the two. I can maybe we can just remove type and then stick to renewal and billing cycle. Speaker 2 00:01:27 Um okay. So we can remove renewal, but I think. Got it. So, um, the type, um, this is we should call it renewal. Renewal type? Is that the type or something? Right? So yeah. Um so it's clear that um uh. Speaker 2 00:01:59 So so I think we should ask is this what kind of well renewal? Yeah. So renewal type yeah. Yes, ultimately, it's going to be renewal type. It's going to be either month to month or annual. Yeah, okay. So let me capture that. So I'm gonna say rename type to renewal time typed and remove. Renewal. Yeah. Section. Speaker 1 00:02:35 And then on the drop down, can we add quarterly? Speaker 2 00:02:41 Uh where? Speaker 1 00:02:43 On theum billing cycle. Can you check? Speaker 2 00:02:51 So so so you have something that's they bill us, Qua rterly and we pay that amount that you're going to show right. So effectively if you point amount 4500 monthly, that's monthly is going to bill us this. If you're going to say 45 quarterly right, that's what you're saying. Speaker 1 00:03:08 Yeah, add. Speaker 2 00:03:13 Quarterly to billing cycle, yes, to billing cycle. Okay, what else. Speaker 1 00:03:25 Um, also we've noticed that for attachments, we are only allowed to add one file only. Speaker 2 00:03:30 And that and sometimes we need multiple. Yeah. Okay. Should be able to attach multiple attachments. Um, and so so I guess and, So so we could do this. We could just add or remove and have multiple attachments. But I think if agreement all the agreement expires, right, we probably should be able to say inactive, right? Right. So so original agreement uh still stays there. Yeah. Okay. Speaker 2 00:04:21 People to select. Okay. Um, okay. Anything else? Speaker 1 00:04:34 Um, okay. So for renewal type, does it make sense to add like a quarterly option as well? Speaker 2 00:04:45 Well, you're not going to have You're not going to have, No agreement are set as quarterly. Speaker 1 00:04:53 As quarterly. Speaker 2 00:04:54 Agreements are always either annual agreement or multi- year agreement or, um, uh, right? So, uh, or month to month. Speaker 1 00:05:04 I see. Okay. Let's just stick it to billing cycle then. Sorry. Speaker 2 00:05:11 So, so it's actually I'm thinking, it's not even a renewal, but it's an agreement type right? Agreement agreement renewal type. Speaker 1 00:05:19 Yeah, yeah, we can put that as. Speaker 2 00:05:22 Agreement renewal type. I think that's okay. Type two agreement or maybe a drop even type right? Agreement renewal month to month or annual. Speaker 1 00:05:38 Yeah, yes, that would work as well. Agreement renewal. Speaker 2 00:05:43 Uh okay uh what else we have a note, All right, so right here, right? Um, maybe I just need to add expire notification. So here we're saying notify before thirty days. Yes. Right? This field is optional. Okay. Right? Yeah. Uh, because maybe I'll say here, right? Um, maybe I'll say this field is optional because. Speaker 2 00:06:15 And maybe I will add these two pointers, right? Two stars right here. Mhm. And this will say admin support team will receive all notifications by default. And I'm going to say, well, I'm going to say owner, right? Because now we've added owner. Yes. By. Speaker 1 00:06:37 CIT owner, what do you mean by that? Just to clarify. Like champion for the tool? Speaker 2 00:06:44 Okay, yeah. So well, okay. So so think about it, right Like, let's say this contract is a account management. Right. So this is something that Mike should know about. Like this is for This contract is for Mike, right Or so so for example, um once you set Mike as an owner, he's gonna receive a notification. Speaker 1 00:07:09 Mm I see. Let's say for example, Mike is the one who requested for this tool to be added. So he's the owner. Speaker 2 00:07:16 So we bought it for him. So he's the owner. So he would know in addition to uh admin team, he would also know that this contract is expiring and he might say, I don't even need it anymore. Speaker 1 00:07:30 I see. Following me? Yeah yeah mhm. Speaker 2 00:07:34 So soum so does the word C I T owner make sense? Speaker 1 00:07:40 Yes mhm, Hmm. CIT owner. Yep. Speaker 2 00:07:42 Okay, so CIT owner, I'm going to remove word optional effectively anything with a star means it's mandatory, right? If there are no stars then it's optional. Speaker 1 00:07:54 Okay. Uh one more clarification for the, let's say CIT owner, we're okay with that How about the primary contact? Should that be, Speaker 2 00:08:05 For example," my"? That's a vendor. It probably should say" vendor primary contract." Yeah. Right? Mhm. Yes. So, okay, so keep CIT owner. Yes. That stays as this, right? Um okay and then we're going to say remove optional Yep. Speaker 2 00:08:34 From three fields, and we said rename primary contact. Speaker 1 00:08:43 To vendor. Speaker 2 00:08:46 To vendor primary contact. Yep. Contact. Same for contact phone. Speaker 2 00:09:02 Okay, anything else on the screen? Speaker 1 00:09:07 For end date, that's not a required field, right? It's not. Okay. Because sometimes I think there's no end date yet for some of the okay. I think that's all for now. Status okay. Okay. All right. Speaker 2 00:09:33 So you're clear, right? So here, you would only put someone's email address. Um if if that email should go to someone else other than the owner, or uh the admin support, because admin support and owners will get it automatically. Okay, Speaker 1 00:09:52 Got it. Yeah, copy on that. Speaker 2 00:09:54 Okay. All right, awesome. All right. Okay, let me work on it. I'll let you know once it's done. Speaker 1 00:09:60 Okay Thanks Anzor Bye Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=6347bf1e-1cd5-48e2-a6bf-0307a0d7b21e&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NjkwMzc4MiJ9.CgoKBHNuaWQSAjY0EgsIzuuMm4S0kD8QBRoLMy4yMzkuOS4xODkqLDRMdy9tUjhSY2UvcytFOGVIaDF2Wng1UHpRdm9kckkwRXd0UUQvTktkeWs9MJoBOAFCEKIMmt57cAAQj26ibpmADFJKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.gh_DqWzhW1v7bdfZn1M5PbC3qR9_PgExRdCSXH6BTOU&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
06-19 Meeting: Copilot and ChatGPT License Management	> Date: 2026-06-19 17:04:13 > Location: [Insert Location] > Participants: [April] [Christi] [Sergio] ### Meeting Notes #### Copilot License Assignment and Verification - April confirmed there are 15 total Copilot licenses: 6 already assigned and the remaining needing assignment. - The team compared standard Copilot with Copilot for Business; the Business version is about $9 cheaper (22.05 per user) and functions as an add-on. - Christi assigned the remaining licenses to pending users (Eliza, Juanita, Leslie, Luke, Michael, Nathan, Richard, and Stephen). **Conclusion:** All pending Copilot licenses have been successfully assigned to the correct users. #### ChatGPT/OpenAI License Management and Technical Issues - Sergio encountered technical issues when attempting to upload a CSV file for pending member invites. - Christi prioritized completing the OpenAI setup, noting the previous team had not finished it. **Conclusion:** Christi confirmed she will compile and send the requested list of ChatGPT users. ### Next Arrangements - [ ] Send the list of ChatGPT users to the requesting team - [ ] Monitor newly assigned Copilot licenses to ensure they function smoothly by Monday, 2026-06-22 - [ ] Investigate and resolve the CSV upload error Sergio encountered to prevent future delays ### 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. Investigate and resolve the technical error Sergio encountered when attempting to upload a CSV file for member management to prevent future administrative delays. > 2. Clarify the status of the Claude licenses or tasks, as it was mentioned the team was instructed to wait on Claude, but no clear resolution or next step was defined.	Jun 19, 2026	Speaker 1 00:00:01 Hi. So I, an existing pilot license is already, but there's no user assigned just yet. Let me know if I'm correct with my. So wait. Speaker 2 00:00:16 So I I just I was not at home or in front of the computer when I got the email. So I. Mhm. I only show oh. Speaker 1 00:00:28 Okay, I swear there. Yeah, There's a copilot that has six assigned users, and there's one spare and there is nine spare uh but for Copilot business. Speaker 2 00:00:40 I don't even know what the difference is between the two of these. Speaker 1 00:00:43 Me too. So yeah, Basically, I think they only need them they only have fifteen Copilot six of them already have. Licenses and the rest, we need to assign. But I'm not too sure if this is the Copilot business that they're looking for. Speaker 2 00:01:09 Let me see what the differences are real quick. Okay, Let me get logged into because I I find I'm finding that things that I thought was going to get done, did not get done. Mhm. Why I am jumping in. Speaker 3 00:01:30 Okay, got it. Okay, Speaker 2 00:01:41 Wait. Uh, are these business premium? Okay, they are business premium. Hmm. Speaker 2 00:01:52 Okay, it's fine. Um, let me do this. Let me figure out something else real quick. Once she put it together, that's the only difference. Uh, ChatGPT, copy that password. Speaker 3 00:02:10 Let me copy the one- time code. Current property. Speaker 3 00:02:28 The first two were released in 1987 and the third in 1988. Speaker 2 00:02:59 I told the team to only wait on Claude. And they ended up waiting on. Speaker 3 00:03:17 I'm so embarrassed. Speaking, Connie. Speaker 3 00:03:30 I did not do that right. Speaker 3 00:04:08 Alright, let me try this again. Uh, alright. Who? Speaker 2 00:04:17 Alex, Evelyn, Lisa and Mark. Signing licenses. I'm going to add. Speaker 3 00:04:31 Hang on. I I gotta figure out how to do this. Speaker 2 00:04:34 Mhm. Are you assigning? Speaker 1 00:04:37 How about trying to vote? I don't understand why. I don't understand why they did it this way. Speaker 2 00:04:54 Like, Why Why order two different ones? Speaker 1 00:04:58 Yeah, let me check if it was, Christian who ordered a different one, I I think I can see, I can see it from here. Who ordered this? Purchase channel. Let's see. But is uh Copilot business much expensive than the regular one? Speaker 2 00:05:28 For ones uh about. Speaker 2 00:05:35 One's about nine dollars more than the other. Speaker 1 00:05:39 Oh, it says here twenty two point zero five per user. And the other one. See. Speaker 1 00:06:01 Oh My, oh the business one is much cheaper, yeah. Speaker 1 00:06:06 Gotcha. Well, I guess. I don't know with the function wise or features if, business is does have less features than the regular one. Speaker 2 00:06:24 I don't know either. There, well, honestly, it says, there's no difference. It's just one is an add on and the other one's a separate license. Hmm. Speaker 3 00:06:38 Alright, so let me try this again. Speaker 1 00:06:42 Okay. And I think Jason sent Oh, sorry. Speaker 2 00:06:48 But what were you gonna say? Speaker 1 00:06:50 Uh, Jason sent the name of the users that still doesn't have the Copilot licenses, right? Based on the screenshot I sent you. Speaker 2 00:06:58 I I uh had to take a look because I haven't looked yet. Oh okay. Upload CSV Why is this not uploading? Speaker 3 00:07:10 Ah. What the flying crack. That would see us be. Not going through? No, it's it's acting weird. Members, Jason, pending invites. I want to upload a CSV. Speaker 2 00:08:23 Let Me get let me get open AI done first because that was already supposed to have been done by, and they did not do that. Speaker 1 00:08:30 Okay, no worries. Speaker 2 00:08:32 And then I, is there any way you could go in for me? Um. Speaker 2 00:08:40 And take a look at uh. Speaker 1 00:08:47 Admin portal. Speaker 2 00:08:48 No, hang on one second. Okay. I had a million things going on my head. Send invites, all right? Um, Speaker 3 00:09:07 How are you sure? Speaker 3 00:09:13 Alright, hang on. Let me let me try something different. Speaker 3 00:11:40 Nathan. Richard. Stephen. Okay, Speaker 2 00:11:54 Wait, so Eliza, Juanita, Leslie, Luke, Michael, Nathan Richard and Stephen are the song licensees. Speaker 2 00:12:18 Okay, I got them all assigned. Speaker 1 00:12:19 Oh, perfect. Okay, are we good with the co-pilot and Yeah. Are you going to send them the ChatGPT users? I think they're asking for a list. Yep. Okay. All right, I guess that's sorted out. Um, anything else Christi? Before we enjoy our weekend. Yeah. Speaker 3 00:12:51 Uh. I. Speaker 2 00:12:56 Think we're good. Speaker 1 00:12:58 Okay, perfect, Alright, so yeah, if there's anything else I guess I hope everything will go smoothly. Um, by Monday, let me know if there is anything else you need regarding this license. Okay. Okay. Thank you, Christi. Have a good weekend. Thanks to you too. Bye. Okay, bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=3ed12694-2eb2-44f6-9438-69c0e8863751&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4Mjc0Njg0MSJ9.CgoKBHNuaWQSAjY0EgsInPrmgpL9qj8QBRoMMy44Mi4xOTguMTg5KixYZFM4MlBJb0ZHK3FLVEl6aVpBTlFEWmZKWjI5ZnNhblNocUE3UHpMQzRzPTCaATgBQhCiIl8-g1AAEOGrVXkRFFEEShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.8uJFeK0Gq05tXvKm9fjwfXs3yX5c0HzmDxpAJTL4bdY&ApiVersion=2.0	—▾	—	✓	—▾	—	—	—	—	—	✓
07-16 Consultation: Christi - Telecom Expense Reduction and Vendor Selection	> Date & Time: 2026-07-16 11:00:20 > Location: [Insert Location] > Customer: Christi ## Overview The consultation centered on cutting telecom expenses by eliminating unused phone lines, assessing a potential move to Microsoft Teams-based telephony, and collecting vendor quotes to satisfy board requirements. Christi, who manages IT/telecom for nonprofits (including Ability First and another nonprofit in the Compton Willowbrook area), is coordinating with the Executive Leadership Team (ELT) and adhering to board directives. Key pain points include an inflated phone bill due to unused lines, limited visibility into line utilization, vendor pressure and internal preference toward Verizon Teams, and the need to compile pricing and persuasive proposals from at least three vendors. Desired outcomes are immediate bill reduction, a data-backed decision on the future phone system, and compliance with board procurement rules. ## Background Since early January, Christi has led three successful Microsoft Teams migrations, signaling growing comfort with the Microsoft ecosystem despite longstanding experience with Mitel/ShoreTel. The ELT has mandated rapid removal of unused phone lines “next week” to reduce costs before any broader phone system changes. The board requires at least three vendor quotes; Verizon has already met with the organization about Verizon Teams but has not yet provided information. Christi is seeking comprehensive usage reports and compelling pricing to compare vendors, potentially including Verizon, the consultant’s offering, and La Costa Telecoms. Payment for an invoice to the consultant was approved and mailed, expected to be received the week after the consultation date (created on 2026-07-16 11:00:20). ## Pain Points Christi must quickly identify and remove unused phone lines to lower telecom costs before any phone system change proceeds. **Impact:** Higher monthly bills and stalled decisions on system migration until costs are reduced. **Current Situation:** Phones have been removed in some locations, but corresponding lines may remain active; there is no consolidated usage report. **Quantitative Metrics:** ELT wants unused lines removed “next week.” **Examples:** Multiple lines likely remain active without devices attached; Verizon has engaged but has not delivered requested information, delaying comparisons. **Context:** The board requires three vendor quotes; internal momentum favors Verizon Teams; historical familiarity with Mitel/ShoreTel but moving toward Microsoft Teams. **Stakeholders:** Christi, ELT, board, current phone vendor(s), potential vendors (Verizon, La Costa Telecoms), nonprofit staff and users. Vendor responsiveness and competitive differentiation are lacking, risking loss of the contract to Verizon Teams. **Impact:** Potential displacement of the current vendor; extended decision timelines; difficulty making a compelling case. **Current Situation:** Verizon has met with the organization but has not provided info; Christi requests “pricing” and “anything compelling” from the consultant. **Quantitative Metrics:** Requirement for at least “three vendors and quotes.” **Examples:** Leadership indicates a preference to move away from the current vendor; desire to switch Verizon rep due to service quality differences. **Context:** The board’s procurement process and ELT urgency drive the timeline and vendor selection. **Stakeholders:** Christi, board, ELT, Verizon, consultant team, La Costa Telecoms. Limited visibility into phone line usage data impedes operational decisions. **Impact:** Inability to justify which lines to cut and quantify savings; delays in executing the cost-reduction plan. **Current Situation:** Christi requested a “report of all the phone lines… and the usage” and asked whether the system can provide it. **Quantitative Metrics:** None beyond timeline urgency; removal targeted “next week.” **Examples:** Lines may remain active after phones were taken out; lack of data prevents immediate action. **Context:** This data is a prerequisite for both cost-cutting and building a compelling migration proposal. **Stakeholders:** Christi, ELT, board, consultant/vendor operations team. ## Expectations Rapid delivery of a comprehensive phone line and usage report to enable immediate deactivation of unused lines. **Specific Goals:** Obtain an accurate inventory of all lines with usage data to identify unused lines for removal. **Timeframe:** Action needed by “next week” following 2026-07-16. **Resources Required:** System-generated usage reports, line inventory, and support to validate and schedule deactivation. **Success Metrics:** Documented list of lines removed; measurable reduction in monthly telecom costs; ELT acknowledgment of progress. **Stakeholders:** Christi, ELT, consultant/vendor operations. Provide compelling pricing and a competitive proposal to retain the contract against Verizon Teams. **Specific Goals:** Deliver detailed pricing, feature comparison, and ROI/TCO analysis attractive enough to counter internal preference for Verizon. **Timeframe:** As soon as possible to align with the board’s procurement timeline (initiated mid-July 2026). **Resources Required:** Formal quote, technical solution overview (Teams integration), migration plan, references/case studies. **Success Metrics:** Inclusion in the final shortlist; positive reception by ELT/board; eventual award or retention of the contract. **Stakeholders:** Christi, board, ELT, consultant/vendor sales/solutions team. Ensure compliance with board procurement requirements by assembling at least three vendor quotes. **Specific Goals:** Compile quotes from Verizon, the consultant’s offering, and a third vendor (likely La Costa Telecoms). **Timeframe:** Current cycle; needs to move quickly given ELT urgency. **Resources Required:** Vendor contacts, pricing sheets, formal proposals, comparison matrix. **Success Metrics:** Submission of three complete quotes; board acceptance of the procurement package. **Stakeholders:** Christi, board, ELT, Verizon, La Costa Telecoms, consultant/vendor. ## Other Information Summary - Invoice to the consultant was approved and mailed; expected delivery the week following 2026-07-16. - Christi has executed three successful Teams migrations since early January, indicating readiness for Microsoft-centric solutions. - There is historical familiarity and preference for Mitel/ShoreTel, but organizational direction is shifting to Teams. - Christi is considering changing the Verizon account rep due to service quality, aiming to match a better-performing rep used at another nonprofit. - Internal communication indicates urgency and executive pressure to remove lines prior to any system change. ## To-Do List - [ ] Provide a full phone line inventory with per-line usage metrics. Deadline: before end of next week from 2026-07-16; Stakeholders: Consultant ops, Christi, ELT. - [ ] Prepare a compelling pricing proposal and feature/ROI comparison versus Verizon Teams. Deadline: ASAP; Stakeholders: Consultant sales/solutions, Christi, board. - [ ] Compile three vendor quotes (Consultant, Verizon, La Costa Telecoms) into a board-ready package. Deadline: ASAP; Stakeholders: Christi, board. - [ ] Share meeting notes from Fathom with Christi due to her emergency interruption. Deadline: ASAP; Stakeholders: Consultant, Christi. - [ ] Outline and schedule a phased plan to deactivate identified unused lines, including verification steps, temporary safeguards (e.g., call forwarding), and rollback procedures. Deadline: next week; Stakeholders: Consultant ops, Christi. > AI Suggestions > The AI has identified the client's biggest pain point as immediate reduction of telecom costs by identifying and removing unused phone lines prior to any system change. Here are some possible solutions for your consideration: > 1. Run a 90-day usage audit across all lines to flag zero-usage and low-usage numbers, validate with departmental owners, and schedule deactivation in batches (with a 30-day rollback window). > 2. Implement temporary call forwarding and monitoring on candidate lines for 7–14 days to ensure critical inbound traffic isn’t missed before permanent removal. > 3. Negotiate short-term billing adjustments with the current carrier for identified unused lines while deactivation is processed, citing ELT directives and audit findings. > 4. Stand up a centralized line inventory dashboard (integrated with carrier CDRs) to maintain ongoing visibility, ownership tags, and automated alerts for lines with 0 calls over defined thresholds. > 5. Pair the cost-cutting plan with a concise business case (TCO over 24–36 months) that shows immediate savings from line removals and a clear path to Teams telephony, strengthening your position against Verizon’s proposal.	Jul 16, 2026	Speaker 1 00:00:00 He did not respond. Speaker 2 00:01:43 I Accept it just now again. It's still spinning its little spinny spin thing. But it should go through. Hi, how are you? I'm good. Hang on one second. I need to. Oops. Yeah, that's right. Okay, so uh sorry, my team has asked me to go in and do some um sorry uh. Speaker 2 00:02:17 I approved some things that they were needing help on approving, so I was in there approving. Heads up for you, invoice has been approved for you guys. So did you guys receive your payment? That got pushed through the last two days. So it should be mailed out today or tomorrow, and then you guys will receive it next week. They don't ever do that. Uh, they may they may try to pay online. Oh, good. If they did it with the deposit, then I'm not going to stress as much because it's a long story. All right. Uh, let it be for now because everything is in the invoice um. Speaker 2 00:03:15 We need to work on phone stuff. I need to lower that bill, But I think we have a lot of lines that we're not using anymore where the phones have been taken out, but then I don't know if the lines were ever deleted. So. If we start deleting the, I'm sorry. If we start deleting the lines, how much is that going to lower our bill? Okay, hang on. Hang on one second. You're going to hear a conversation, but you can ignore it. Hey, sweetheart. Hey, I just got done talking to Stephanie about an hour ago. She is submitting a clothing allowance for you for maternity clothes. So as soon as I get that, you and I are going to go shopping for you some clothes. Yeah. Speaker 2 00:04:12 No worries, we'll get that changed for you. Um, I'm gonna I'm working on that. So I just wanted you to be aware so that you're not stressing about it. Um, I found you a doctor and I just need if you can send me a picture of your medical card, I can get that uh appointment created. Awesome. Thank you sweetie. Uh, I'll see you when I get home Bye Okay sorry, Zach i multitasking today. It's been a little crazy um. Speaker 2 00:07:26 Yeah. Actually, I've lately I've had uh three successful team uh migrations. Now that being said, the clients came to me and said, "We want to go to Teams." But I'm still working through that. And they came, they said, "I want to do this," and it was fairly painless. I was very much surprised. And this has been since the beginning of January. So just a heads up, it is getting a lot easier. But maybe it's just because I'm used to the Microsoft ecosystem. Yeah. Speaker 1 00:08:12 Yeah. Yeah. Speaker 2 00:08:27 Yes, and I'm I I will be honest, I miss Mitel and ShoreTel. I. Speaker 1 00:08:36 Almost 20 years of dealing with them, and I miss them just because I know them so well. Speaker 2 00:10:52 No, we're removing phones. So basically, What the ELT team and I have talked about for this year is removing any lines that's not being used right now. That is their "I want this done next week" statement to me. Um, and and they're they're very adamant. Uh, this came down the pipeline the other day. Um, But if I can give you a heads up, here's what I need from you before. We can get started on thinking about changing phone systems. I got to get this portion done because if I don't get this portion done, and I have to explain to them what's going on around it, then they're gonna not be happy. So, um, I, is there any way you guys can provide me a report of all the phone lines that we have? And the usage? Is that a capability the system has? Okay. Okay. Speaker 2 00:12:25 Correct. I'm looking for lines that haven't been used in a while that I can just eliminate now because I got to lower that part of the bill first because they're not going to consider anything else until I can do that portion. Yes. Okay. Speaker 2 00:14:30 Now, just a heads up. They already have an idea of which way they want to go. So we got to make it compelling to go your way, Because we are looking at the Verizon and they've already had a meeting with Verizon about the Verizon teams. Um so I'll be honest with you, if you want to keep that part of the contract, you got to make it appealing. So just between you and me, me being honest and liking you and your team actually mostly Greg's You're welcome. Speaker 2 00:15:11 At this moment, no, I am trying to get all that figured out. Okay, get me get me the pricing. Get me anything compelling. Um, Now the requirement from the board is that we have to provide at least three vendors right now and quotes. So, we've we're working on We've asked Verizon to get us information, which they have not yet. Um. You and I are talking, And then I got to figure out who my third one is going to be. My third one will probably be La Costa Telecoms, which is a Crimson- owned company. Not it's not Crimson- owned anymore; it used to be Crimson- owned. So. Speaker 2 00:16:05 Yeah, Yeah no. Yeah, I gotcha. Yeah. Speaker 1 00:16:17 It is yeah. Speaker 2 00:16:21 Yeah, and I'll be honest, uh, I have two companies that are nonprofits that I do. I have ability first and have another nonprofit that's in uh Compton Willowbrook area, and it's. Slightly larger than ability first. I'm very seriously considering talking to Verizon and asking to switch my rep and get the same rep. I have for the other one, because my rep here for Ability, First is not the greatest. So. Speaker 2 00:17:12 Yeah. And and I'll be I'll be I'll be frank, Cautious goal when he started the process a little over a year ago, And I didn't know this until I found some notes in his files was to eliminate you guys as the phone vendor because he wanted to move into another direction. I was not made aware of that until this last two weeks. Yeah. Speaker 1 00:17:51 Yeah. Right. Yes. Speaker 1 00:18:54 Yes. Yeah. Speaker 2 00:19:08 Yes, yes, we have uh we have a pretty significant discount for them. Uh it's a lot lower than the standard Microsoft rate. Speaker 2 00:19:51 Yeah. Angelique says Moose is crying for food. I'm gonna text Latoya. Text Angel-- No, don't text. I will explain in a second. Gotcha. Mhm. Speaker 2 00:20:56 Perfect, thank you. I need to jump. I've got an emergency. I just got distracted from um I do have my notes. Can you send over your notes that you have from uh Fathom just because the last two minutes um I I got sidetracked by an emergency. Awesome. Thank you. Thank you. I. Will i? I do want your notes for this. Okay. Thanks, bye. Okay. Hang on.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c5e3dbb6-2f8a-40f4-aad5-36dd0548ba60&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDIzMzI4NSJ9.CgoKBHNuaWQSAjY0EgsIrIq65K7esT8QBRoMMzQuMjI5Ljg5LjI3KixKVHo3NzVZR2djNmhPRmd4bzV1UHc5UllYTFdyM1VheW5yRXFqOVJsU3I0PTCaATgBQhCiJ-jUDMAAAPYYqbOPLF-UShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.xD33Qe7H1BIK0p9Asf4rRcgKsF-qXeTZ07rtYFAaQew&ApiVersion=2.0	Processed▾	—	✓	Client Work▾	—	covered by 878367 (ComDirect check-in, AF ticket 959946, 0.72h); transcript already routed to Ability First/Meeting Transcripts/	—	—	—	✓
12-18 Consultation: Eldritch Acre - AI Data Security Strategy	Date & Time: 2025-12-18 18:52:28 Location: [Insert Location] Customer: Eldritch Acre ## Overview This consultation summary details a strategic discussion with Paul from Eldritch Acre regarding their expanding use of AI. The primary focus is developing a strategy to protect company data when exposed to AI tools, specifically a ChatGPT Business subscription. The client is exploring integrating various data sources (e.g., Box, email) and considering platforms like Snowflake for data management. They seek expert advice and recommendations on the best approach to manage and secure this data—whether to keep it internal, use a specific platform, or have the consultant manage it. The discussion also covered their evaluation of several CRM systems. ## Background Eldritch Acre, represented by Paul, is increasing AI use for strategic tasks, such as sifting through and analyzing hundreds of pages of proposals and documentation. They have a **ChatGPT Business subscription** and are exploring how to leverage it with internal data sources, including **Box and email**. The client is evaluating CRM options like **Hevo, AtlasX, and Gold Plate**. The central issue is Paul’s concern about **data security and governance** as they expose more internal data to third-party AI tools. He is seeking directional guidance and a formalized recommendation on how to best protect and manage their data. ## Pain Points The primary pain point is the **lack of a clear strategy for data security and governance when using third-party AI tools**. Paul is concerned about what happens to data exposed to their **ChatGPT Business subscription**, especially when connecting it to sensitive internal sources like **Box and email**. - **Impact:** This uncertainty creates a significant security risk, potentially exposing proprietary or sensitive company information, and stalls their ability to fully leverage AI across business operations. - **Current Situation:** They have a **ChatGPT Business subscription** but are hesitant to fully integrate it with key data repositories due to security concerns. They are in an exploratory phase, considering various data management solutions. - **Context:** The client is simultaneously considering using **Snowflake**, bringing data management entirely internal, or having the consultant manage it. They are at a critical decision point but lack the internal expertise to choose the best path forward. - **Stakeholders:** Paul is the primary stakeholder driving this, but the decision will affect the entire organization as AI adoption broadens. ## Expectations Paul expects expert advice and a **formalized recommendation on how to best manage and protect their data** when using AI tools. - **Specific Goals:** Provide a clear set of suggestions or a formal recommendation (a “half-page recommendation”) on a data management strategy. This should address whether to bring data management internal, use a platform like **Snowflake**, or leverage the consultant’s services, with a focus on protecting data exposed to AI. - **Timeframe:** No firm deadline was set. The consultant meets with Paul **monthly** and expects to have something to discuss, possibly after the first of the year. The initial request was to draft something in the **next week or two**. - **Stakeholders:** Paul is the direct recipient of this recommendation. ## Other Information Summary - The client is evaluating several CRM systems: **Hevo (an end-to-end CRM), AtlasX, and Gold Plate**. - The consultant suggested staying within the **Microsoft stack** for inherent security benefits, given Microsoft’s security framework around its tools and data. - The consultant plans to send notes to colleague Chris with the specific tool names for further research. - There’s a sense this topic may have been raised with other internal people (like Vince) at the client’s company, but little action has been taken. ## To-Do List - [ ] Research the CRM and data platforms mentioned by the client: Hevo, AtlasX, and Gold Plate. - [ ] Prepare a half-page recommendation outlining data management and security strategies for using AI with internal data. - [ ] Send initial meeting notes to Chris. - [ ] Schedule a follow-up call with Paul—targeting early next year—to discuss the recommendations in detail. > **AI Suggestions** > The AI has identified the client's biggest pain point as the lack of a clear strategy for data security and governance when using third-party AI tools. Consider the following: > 1. **Microsoft-Centric Solution:** Build the solution within their Microsoft ecosystem. Recommend using Microsoft Fabric as the central data platform (akin to Snowflake) and Azure OpenAI Service instead of public ChatGPT. This keeps data within Microsoft’s secure, compliant environment and directly addresses security concerns. > 2. **Hybrid Cloud Data Warehouse with Snowflake:** Acknowledge their interest in Snowflake and propose a hybrid architecture. Ingest data from sources like Box and email into Snowflake for cleaning, governance, and masking. Expose only necessary, non-sensitive data to the AI tool. This leverages a platform they are already considering while adding robust security. > 3. **Private AI Model Deployment:** For maximum security, deploy a private, open-source LLM on internal infrastructure or private cloud (e.g., Azure). This ensures data never leaves their controlled environment. It’s more complex and costly but offers the highest protection. > 4. **Phased “Security First” Implementation Plan:** Present a phased roadmap. Phase 1: establish a data governance framework and consolidate data in Microsoft Fabric. Phase 2: pilot Azure OpenAI with non-sensitive data. Phase 3: expand integration to more sensitive sources like Box after proving robust security controls. This methodical approach manages risk and builds confidence.	Dec 18, 2025	00:00:01 How are you. 00:00:02 I'm good. 00:00:05 How's your Thursday going so far. 00:00:09 You know, if it keeps going like this, it's going to be the best day of the week so far. 00:00:14 That's awesome. Mine's not so bad yet either, so let's try to keep it that way. Let's round the week out the same way. I agree. So I wanted to pick your brain for a minute and see if maybe in the next week or two you can help me put together maybe a half-page recommendation. So I had my meeting with Paul from Eldritch Acre this morning, and it wasn't about anything service-related. 00:00:46 It was much more strategic or directional for them, which has been much more what those meetings have been about. So they're doing more with AI, right? And part of what he's asking, and I gave my input, but I think he's looking for directionally more what we would suggest to them. So they're looking at lots of different things for what they can do. And I kind of mentioned, I was kind of referencing this when we were talking with ARC yesterday, but they're looking at AI opportunities to sift through proposals and stuff to kind of analyze hundreds of pages of documentation about options and proposals and stuff like that to sort of compare things. 00:01:48 And do all kinds of junk like that. But he was basically saying they're looking at this CRM option and. They're looking at something called Hevo, which I've never heard of, which is an end-to-end CRM. And they've also looked at, I guess, AtlasX and Gold Plate. But what he's more concerned about was he was talking about, you know, they signed up with a ChatGPT, like, business subscription. 00:02:22 Yes. 00:02:22 And he was talking about, you know, if they open it up to things like Box and other data sources, his concern, obviously, is what happens with the data that it collects and or that they expose to that, and how do they protect it? And I kind of said, well, you know, they said, he was like, you know, should we... Should we bring it internal? You know, should we put it into something like Snowflake? Should you manage it, help manage it with us, for us, whatever? And I said, well, you know, kind of what we've done today is we've tried to protect that internally. 00:03:08 We've used things like, you know, we've kind of collected and saved that data in something that we can manage internally, like in SQL Server or something like that, so that we can manage it. And if we change our tool set or anything else, at least we're protecting our data and we can we can manage that data internally. 00:03:32 Yes. 00:03:33 But I think he's looking for a suggestion or more of a... Yes. Not necessarily a formal recommendation, but he's basically looking for us to... I think, formalize something or give him some some suggestions about that, because, you know, and again, he used he used he said, you know, they're looking at they do have a ChatGPT business subscription now. 00:04:04 And, you know, if they if they use sources like their Box and their email and their other their other sources of data, should they use something like Snowflake? Would we help manage that? Should they bring it internal? What would we suggest slash recommend to protect this, the the data that they are exposing to AI to to, you know, to. 00:04:38 To protect that data and how should they best manage that? So, can you give that some thought and how we could maybe respond to that? And he wasn't saying, I need this by next week. But, you know, we meet every month. And I think he's kind of saying he wants our input on that, our expertise. 00:04:60 Honestly, Snowflake is the same thing as what Microsoft Data Lake Storage is. And so, it'd be a lot easier if he kept it in-house, meaning within Microsoft. But let me dig in. 00:05:14 And I told him that. I kind of said, you know, if you stay within the Microsoft stack. We have less concern because Microsoft already has their security set around all of their tool set and their data. So we have less concern about it if it's all within the Microsoft stack. But once you go outside of that with, you know, using other tools and other data sources, obviously it exposes more security risks. 00:05:45 So, you know, that that does have other implications. But, you know, if he's using if he's using things like Box and other things like that, I guess, yeah, think about how we could suggest other options. And maybe we set up a call where, you know, he can he can throw the things that the some some information out there and we can start with what I gave you. And maybe you and I talk to him more specifically about it and you can provide some better. 00:06:21 Some better detail around it. I wanted to give you that food for thought. 00:06:26 Yeah, let me dig into it. So Ability, you remember how I've been working on an asset management so that we can get rid of their asset management tool because it's like it's $2,000 a person. So what I'm doing is I was going to do all of its free stuff in Azure. And we already have the data in spreadsheets so we can pull into Dataverse. I've already done all of that. It took me less than 20 minutes to just import it all in. 00:06:59 And it's going to take me another 20 minutes just to set up the power automation so that it sends out the report. And all of that's just using Microsoft. So it would be a very similar thing on Microsoft Fabric (Azure) for him because Microsoft Fabric (Azure) is the equivalent of Snowflake. 00:07:21 OK, so but yeah, I mean, we use we use Snowflake at pretty heavily at Caesars, so I'm I'm fairly familiar with, you know, what it does. And I mean, I wasn't like the owner of it, so I didn't really have like hands on with it a lot. But but we used it heavily for, you know, our data repository and analysis of a lot of our customer information and stuff like that. So but but yeah, it's yeah, it's something that he brought up. 00:07:54 So I'm going to just send you real quick. I'm just going to teams you kind of my notes around. I was just jotting down the stuff he was mentioning so that if you want to if you want to do any research on any of these things, because some of the stuff that he mentioned, I have. It's very business specific, I think, around what he does. So. I mean, around their business, which, you know, Hevo and Atlas X and GoldPlait, I don't know what any of those are. 00:08:24 Sounds like they're CRM things that are more geared toward his stuff. But anyway, so I'll probably set something up maybe after the first of the year where maybe we can just bat some things around. It sounds like he's brought this up maybe to Vince and maybe some other folks, but I doubt that they've really done much. 00:08:44 Yeah, I'll be honest with you. I wish they would, like when clients bring stuff like that up, I wish they would bring that to you and I just because, you know, it's another revenue source for us. 00:08:59 Yeah. 00:08:60 And we can help them do that. 00:09:00 You got it. That's for sure. Okay. Thanks, Chris. Appreciate it. Thank you. All right. 00:09:06 Bye. 00:09:06 All right. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c39dbe0b-26ea-4d3e-ac0a-b9cda29b1172&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NjM2NzMzNyJ9.CgoKBHNuaWQSAjY0EgsI2Jzc-OP7jT8QBRoMMy4yMzguMTYxLjI2Kix6bElaZmEyU2doSHJoc1U1Y2dtUitEK1YrRElObmJSQmdJNzhsbHc1eUJRPTCaATgBQhCiCptGb9AAEIWJV49uUC8OShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.4eMxrgYZaP_-SL4EvAbnCdzrH-fKZ_WkTpqCIfyRr0A&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
05-22 Meeting: System Access, Budget, and Team Policies	> Date: 2026-05-22 > Location: [Insert Location] > Participants: [Sergio] [Speaker 2] [Susanna] [Michuan] ### Meeting Notes #### System Access, Workflows, and Reporting - **Concur Access and Invoice Workflow:** Christy confirmed she has Concur access. Susanna explained the invoice workflow: a submitter codes and sends an invoice to a cost approver, which then goes to one or two levels of check signers based on the amount (under/over $5,000). Michuan clarified that Christy will upload and approve invoices, with Michuan providing the final approval. - **Expense Report Workflow:** For the IT credit card, Susanna will continue submitting the monthly report. A new approval flow was established where Christy is the first-level approver who will use the "approve and forward" feature to send it to Michuan for second-level approval. - **Planful System Guidance:** Michuan noted Christy has a task in the Planful system due by Tuesday, 2026-05-26. Susanna offered to walk Christy through Planful to ensure she has the necessary access. Christy expressed a desire to set up Single Sign-On (SSO) for the system. - **Planful Reporting and Comments:** A guide was provided on how to add comments to the "IS Details" report in Planful, emphasizing the need to select the "IT" dimension before commenting in column G. Michuan realized her previous comments were missing, likely entered under the wrong dimension, and will re-enter her five comments. - **Custom Reporting:** Michuan highlighted Christy’s expertise in creating custom reports in Concur and Netsuite. It was agreed that Susanna could work directly with Christy to build needed reports. Christy is available on Mondays and Fridays to assist. #### Budget and Capital Projects - **Capital Project Invoice Process:** The team discussed the new process for handling non-recurring capital project invoices. It was recalled that Dan should be included for capital expenditure allocations. However, it remains unclear whether he should be an approver in Concur or just informed via email, and what the approval thresholds are for high-value transactions that might require Sergio's sign-off. Susanna is pending clarification from Carl on an $11,000 expense. - **Budget Discrepancy:** Michuan raised a concern about a $100,000 budget increase request that was missing from the current budget. Sergio confirmed the amount was discussed in prior meetings and was planned to be split across fiscal years. The issue was traced back to information that landed with "her" (likely Kathy), absolving Michuan's team of the error. #### Team, Policy, and Logistics - **Employee Device Replacement Policy:** Following issues with an employee (Ryan) repeatedly losing company property, Speaker 2 suggested implementing a policy where employees are financially responsible for lost or damaged phones, with exceptions for work-related incidents. Speaker 2 will draft this policy. In the interim, Ryan will receive a returned phone. - **Equipment Shipping and Site Visit:** Speaker 2 will personally deliver equipment to a site to avoid a $2,000 FedEx shipping cost, as the equipment is not needed until Thursday, May 28, 2026. The team will visit the site on May 30-31, with work scheduled for June 2-4. A rental lift will be picked up on June 8. - **Supporting a Colleague:** Michuan and Speaker 2 discussed how to support a colleague who feels isolated and overwhelmed. Speaker 2 will schedule a 30-minute meeting to demonstrate productivity tools like Claude and Copilot. - **Interpersonal Dynamics:** The group discussed Jeremy's negative comments about his boss (Sergio) and the company's strategic plan. Kelly's unclear communication style was also highlighted as a recurring issue. - **Onboarding Team Changes:** Speaker 2 announced that Caleb and Pat will be removed from the onboarding team, and Becker will be added as he is the team lead. #### Other Topics - **Connectivity at the Lodge:** The team discussed using a Verizon device connected to Wi-Fi at the lodge to boost cell phone signals, with the potential to include it in the 2027 budget. - **Owl Device Troubleshooting:** Michuan advised a user ("Our cellie") experiencing glitches with an Owl device to perform all software and system updates to diagnose if an outdated computer is the cause. - **City Club Membership:** Michuan suggested that Pete or Onsor might benefit from a City Club membership for networking, but it was noted Onsor is already a member of the Cal Club. - **Upcoming Assessment:** The team discussed an upcoming meeting with "Howard Cloud" for a data-related assessment, with the intention of using internal resources like Christy to implement recommendations. ### Next Arrangements - [ ] Christy to be set up as the first-level approver for the IT credit card expense report, with the task to "approve and forward" to Michuan. - [ ] Susanna to email Carl and the team to clarify the approval process for capital project invoices, specifically Dan’s involvement and high-value transaction approvals. - [ ] Christy to complete the required task in Planful by Tuesday, 2026-05-26. - [ ] Susanna to walk Christy through the Planful system. - [ ] Michuan to re-enter her five comments into the Planful report under the correct "IT" dimension. - [ ] Speaker 2 to draft a new policy regarding employee responsibility for lost or damaged company phones. - [ ] Speaker 2 to schedule a 30-minute meeting with a colleague to demonstrate productivity tools like Claude. - [ ] Speaker 2 to email Will and Alex for help with mounting hardware. - [ ] Speaker 2 to inform Kelly about the lift pickup on Monday, June 8, 2026. - [ ] Michuan to set up a one-on-one meeting between Chris and "her" (Kathy) to provide a Claude update. - [ ] Michuan to inform Carl about the upcoming meeting between Chris and "her". - [ ] Michuan to get her home printer issue resolved by Monday (May 25, 2026) or Tuesday (May 26, 2026). ### 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 approval workflow for capital project invoices is unresolved. It's unclear if Dan needs to be an approver in Concur and what the approval thresholds are that would require CEO/CFO involvement. The final decision for an $11,000 expense is pending. > 2. The root cause of the $100,000 budget omission was not fully resolved, and it is unclear if a process review will occur to prevent future errors. > 3. Jeremy's negative behavior was discussed as a significant concern, but no specific actions were decided upon to address this. > 4. Recurring communication difficulties with Kelly were highlighted, but no steps were defined to improve the process. > 5. The proposed policy for employee financial responsibility for lost/damaged phones needs to be formally written, reviewed, and approved. > 6. The process for reallocating recurring charges from the IT credit card to the marketing department was discussed but no definitive action was assigned. > 7. The plan to add a Verizon cell signal booster to the 2027 budget is a suggestion but lacks a formal action item or owner. > 8. There is no follow-up action to confirm if the Owl device troubleshooting resolved the user's issue.	May 22, 2026	Speaker 1 00:00:14 Hi, Christy. Hi, how are you? I'm doing good. Speaker 2 00:00:18 How are you doing? I'm good. Happy Friday. Speaker 3 00:00:24 So did you were you able to get access to Concur or log in? Yes. Perfect. Perfect. So, um, Do you know if Michelle is gonna be joining us or we can get started. Speaker 2 00:00:37 Um, I do not know if she's going to be joining us, but yes, we can get started Okay. Speaker 3 00:00:43 Perfect. Soum I'm sure you're kind of familiar with how it works andum like different expense report and stuff But I really wanna just go over our invoice processing with you Um Cause I I. That's, the otherum question that I really have for Michelle is what what's the exact role that you'll be doingum in the invoice, um module. Okay. So. I can I don't know. I can just share my screen right now, but you should this probably, Looks familiar to you. Are you only involved in the expense module with your other client or invoices as well, Speaker 2 00:01:23 Invoices as well? So basically with the other clients that I doum. They'll bring me. They require me to sign off on any invoices before they're paid. Speaker 3 00:01:37 So, um, I'm, assuming that's going to be happening for for some of your IT invoices because I know she wants you to look at like the Lenovo and then Canon just IT related invoice as well. So, um, As far as that go, the approval, it's gonna be on your approval, queue like your other clients. So that's gonna be easy, but. Um. Hi, Speaker 4 00:02:03 I'm on just I'm just going to step out really quick if you don't mind. I just got a package, so if you guys can give me just one moment, I gotta pull this package in. Okay. Thank you, but feel free to go ahead and I'll catch up. Speaker 3 00:02:15 Okay Soum the way that our invoice processing goes is that we have a submitter right, like some, the one that codes it all in blah, blah blah. And then they submit it. And then. I think this is more of like a customized workflow. I don't know how other people use it, but we have a cost approver, and the submitter selects the approver by filling in one of the fields. So, if they selected that, oh, it's an IT invoice. And if they want you and Michonne to approve it, then it's going to go to you and Michonne. Okay. And then once the cost approver approves, then it goes through one to two level approvers so like. Speaker 3 00:02:57 We have a check signer number one, for any checks that is less than five thousand, any invoices less than five thousand. But if it's if it's over, then it requires check signer number two to approve as well. So that's that's how that's really how our invoice processing goes, um. I think this other part I'm gonna have to wait for Michelle to come back cause. But now, um, all the purchase invoices and all the IT invoices are going to her. And I'm not quite sure if you're gonna be like the submitter or just like approver number one. Do you know about this? Speaker 2 00:03:45 Um, I do not know. Let's wait for her to come back. Speaker 3 00:03:52 And I've provided you like all the access that I have as well. So, and I don't know, honestly, I'm not that familiar with the reporting. I used it for some of them, but that was like already built when we first started. And then you know, i went through a lot of customization. So, i'm not too familiar with like building new reports on the on the portal. Speaker 2 00:04:15 Okay. Yeah we can work through that if you want some help. Speaker 3 00:04:20 She's really good with it, Kind of helping inum collecting some data, so I don't know. Speaker 4 00:04:25 Susanna, I'm sorry to cut you off. I just want to, you know, like Chris is really good with like figuring out report writers and systems. Like, You just give her not even a day, and she can figure out how to do customized reports in the system. Like hands down our problem. So I'm just going to say whether it has to do with this invoice system or Concur or even Netsuite, if you all have questions. I'm not saying you give, you know, You guys talk about the access you want to give her and that, that's in next week. But she's really, really good with report writing. Speaker 2 00:04:59 So if you have something, Speaker 4 00:05:00 You were like, hey, I need to to dream this up. She's like a great go- to person. Speaker 3 00:05:08 Got it. Okay back Yeah. So I I do a lot You know when I deconcur and I was trying to build a report, You know, always go to the support, and sometimes they would like. It would tell me if it's free of cost, or if I have to charge me to build to customize something. And like there's some like they have a data warehouse or something like that. I had to go through like step by step, some videos to, build the report that I want. That was kind of. Speaker 4 00:05:32 I would like you, you know, just just just for you. So like you can go through it with Chris and say, like, hey, we need a dashboard. We this is what it really the data that we really need. Here's the data that I'd like you know it's nice to know, but I have three reports I've got to pull in to create a dashboard. When I say like really great at doing that kind of stuff. So, I don't and you don't have to include me, but you just go hey Chris, I need to make this happen. What you got? It's literally you just book time with her. Yeah. Especially. Speaker 2 00:06:05 On Mondays and Fridaysum You won't see my bookable. You won't see my time in my booking tool. But just reach out. I am more than glad to help. Speaker 3 00:06:14 Perfect, thank you so much. I appreciate it. Um, yeah, Concur reporting is I don't know. I feel like maybe I just never got their training in the reporting, so that could be why it's difficult. But um Michelle, There was one thing that we I want to wait for your return before proceeding. Was that I'm not quite sure what uh Chris's role is is Is. She just gonna be the approver? Or will she be the submitter for some of the invoice as well? Speaker 4 00:06:44 So, we okay. So this you and you can I think we can kind of talk through this. Um thank you for that is, From what I understand, this is a little bit of pressure on you all to like, book all the invoices and then like, allocate them, to the right codes and then. Get me to approve them, and so what we were thinking is the invoices go to Chris. And she can upload them. Andum approve them on her end, and then I can prove them on my end. So Chris, is that right? Did I say that right? Yeah. Speaker 2 00:07:20 Okay. Yeah. Go ahead. Oh, and so basically because I am watching the budget, I am trying to get the reports in for that you guys need for budgets and stuff. But in addition to that, If I don't know something like, let's let's take for instance, the ISP issue. If I don't know, you guys are still being charged for it, I have no visibility into it, I can't stop things from happening on my end until you bring it up. So we also want to mitigate that issue as well. Speaker 3 00:07:50 Yeah, that's so that has to do withum, That's the other issue because that one goes through expense report because it's on the I T credit card. So, it wouldn't be in the invoice module and The way that our current approval flow is set up for the. Expense report is is only go through one level of approver, so. I don't. I think we can add a second level, but that might be universal. So. Chris, you might know this, But uh, you might know compare more than me because I know there's a way to customize the approval flow. But I don't know oh, Speaker 4 00:08:29 Where you can have levels of approval. Speaker 3 00:08:31 Yes, cause right now, all the expense reports just going to that person's supervisor, right? Um Mhm. Speaker 1 00:08:38 So then, Speaker 3 00:08:38 If we want like Chris to approve the IT credit card on top of Michelle, thenum that means we have we need to have two levels. So I know we can set that up, but I don't know if setting up that change will affect everyone else. Speaker 4 00:08:53 You know what? Can you give her proxy? Can she be my proxy? Cause you know how Eunice was my proxy. Speaker 3 00:08:59 Oh yeah yeah I uh I can give her that. Speaker 4 00:09:02 Cause I don't know, but I don't know if that completely comp gets it, but at least. She would be able to see, you know. Speaker 3 00:09:11 Or or I mean if you don't if you don't need to approve it, I can just change the approver to Christie. Speaker 4 00:09:17 I actually do because I actually push. Um okay so let me ask you this, You know how uh if I approve something my approver is Serge Well yeah, I guess, we do need to find out if there's could be multiple level of approvers, then darn. Cause he's still gonna want me to see them, To do just like a final, Like oh, here is the number, that's our number. Great. Uh, but I don't need to like every transaction approve. Speaker 3 00:09:46 I can't what I can do is I can set Christy as the approver and then procedure. There is the option to approve and forward. So instead of approving, then you can approve and forward to Michelle for like second level approval. Speaker 2 00:09:59 Yes. Okay, that actually works well, yeah cause I. You and I have talked about approvals, so I know which ones you need and which ones you don't. So yeah, that would be perfect. Speaker 4 00:10:12 And, then one of the things another well, another item that I think we're trying to look at in next year is what actually belongs to us. And so for example, The marketing stuff they should have their budget should go up enough for them to have all of the marketing stuff. Now we should probably still have, Um. The D uh the, uh email, cause we we manage that on uh not the email theum. The login. The URLs, Um we should probably still pay for those Chris yeah on our card, but they should pay for, The website because they manage the website mm, hmm. Speaker 3 00:11:01 Where the confusion comes in, right like. They I believe it's in their budget, but they just put it on my card. It's still goes back to their but budget, like it still goes through the actual. Speaker 4 00:11:13 Oh okay good that's helpful to know because I'm like why am I approving? Yeah, Speaker 3 00:11:18 Soum uh uh it it is like that on the expense report cause uh I do designate like you know, content contact is split between you know, marketing and development and whatnot. Hmmum. So that is done, but it's just that because it's on the I T credit card, then you are the like default approver for it. Uhhuh. Okay. Um, the other I think they should put. Speaker 4 00:11:46 I do think that they should move that transaction to their credit card. Speaker 3 00:11:49 Yeah, I agree. I agree, it just cleaner that way, um so so that's set forum IT credit card so Chris I do, Submit the IT credit card like every beginning of the month, cause our uh deadline is like uh the six or something. So I do submit around that time. And then you will be the approver going forward. And then once you approve, you have to approve and forward to Michonne. Speaker 3 00:12:17 Yeah, And then Michonne, you will have to approve. And with that said, Michonne, I'm still waiting on your approval for the uh. What do you need me? Uh which one? On the Aprilum credit card. Speaker 4 00:12:28 Okay, let me go in right now. Okay. Around the line. Speaker 3 00:12:30 Thank you. So going back to the invoice though, So I know thatum you know, we are currently doing the allocation for Lenovo, Canon and some of the internet bills are not with credit card, and we can continue to do that. And then we'll have Christy as the first level of approver, then it goes to Michonne. Yep. Okay, but so there were like invoices that are like you know this. Capital project that just came in or likeum basically non recurring things. With those, do we. How do we want to process that I mean. Speaker 4 00:13:11 How, do you normally put Do you Do you submit the invoice? And like that's what you you all are normally doing. I guess how do we normally do it right now? Speaker 3 00:13:23 Well for That's a question That's. Like this is like the first capital project that's being done. Oh, Speaker 4 00:13:30 Okay, I got your point. Speaker 3 00:13:32 Like, you know, Dan usually submits the invoice. And then and you know, we don't we don't get involved in it because it was somehow IT related then this there's this confusion. Speaker 4 00:13:40 I think Carl was making a recommendation, and we probably need to circle back with him. But I think from my understanding, Carl was saying, what we need to do is we need to loop Dan in when we're going to allocate, and we don't even know where we're allocating most of the time. I'm, like, hey, is. This like if I don't know where to allocate, I usually reach out to you all. Um and and ask, But I think he needs to if it's a capital expenditure needs. He needs to be on the email. So he, when he's approving it as a part of because I guess, the capital budget mainly falls to him, which makes some sense. Um So I think we've got to make sure we're including Dan on that process as we move forward. Speaker 3 00:14:21 Just in the email or in Concur as well? Speaker 4 00:14:25 That is going to be a Carl question where he wants him to understand. Speaker 3 00:14:31 Okay. That's a good question. So then I think we might, I might, I'm gonna have to, I'll send an email to all of you to kind of ask that. Yeah. But for the time being, because we, I know we have that eleven thousand deposit that we that needs to go throughum. Speaker 3 00:14:52 The shirt does Sergio need to approve that because this is where I'm confused too, right? Yeah, Speaker 4 00:14:57 No, I don't know. Um, I think here my question would be if it's in budget and already approved, he probably doesn't. But if if it's not in budget and it's a capital expenditure he might. But, there's also I don't know if there's anything in the bylaws that he has to approve transactions over a certain amount period. Speaker 3 00:15:17 Not or could be the C E O and C F or C F O. Speaker 4 00:15:24 Soum, Yeah, I think that's where we maybe need his and Carl's guidance of when you know if it'sum if it's over ten k, Is it over five k? Like at what level do we need to make sure. It's a double approval process or triple. Speaker 1 00:15:43 Okay. Um. Speaker 3 00:15:47 I think eventually we'll we need to kind of. Get together and talk about that. Okay. Well, um as far as concur training goes, I think Christy, I don't need to train you on anything, right? Um you're fairly familiar with this. Um yeah, just like whether you're going to be a submitter for anything at all or just a first level approver before Michelle. That was just my confusion there. Speaker 4 00:16:17 Okay. Um, I think the other question that I have is, um, Around I think what we were talking about earlier is like from like a dashboard or information standpoint. I know we're going to be meeting with Howard Cloud. I think that's the name of them. Um, but and and we've looped Kristen on that she's aware. Um, I guess, we're needing to know you know, is there anything that we could be doing internally? Speaker 4 00:16:49 Um, to just you know, as we were talking about earlier making making life easier. So as you all begin to think through things, we. We we're mindful ofum. Your needs from an IT perspective. Speaker 3 00:17:13 Yeah, that's a that's a question because right now we're part cloud is more like, Telling us what we can do better, um, in terms of like data goes. But I don't think they're gonna be doing any. I mean, there is they're doing like aum just a quick assessment. But in terms of like you know actual changes or like keep building the dashboard or anything specific, I don't think they're doing that unless we pay them more. Okay. Speaker 4 00:17:45 Yeah, well, I think that's what Carl and I talked about is that we would see what they said. And then we would use internal resources to accomplish the goal as best we could. Speaker 3 00:17:54 Yeah. I think I think that makes more the most sense because I don't think I mean. I don't really need them to set up like a K P A uh, like an A P I integration or anything. We could just reach out a third party and, yeah. Speaker 4 00:18:11 Um, so I do have a question. I've approved everything in the system, but is there a way for Chris to see those now? Like what everything that he approved for April? Speaker 3 00:18:21 Yes, because she's she's in as an admin, so she has access to everything. Okay. Speaker 4 00:18:28 So Chris, voila! There you go. Speaker 2 00:18:31 I just approved April. No worries. I will go in and take a look. I do knowum, Suzanna, there's uh things that are required and due by end of day, and I wasn't on that email. Uh, it got. Yeah. Um, I am trying to finish up the request for you guys, but I won't have it to you until Tuesday. Speaker 4 00:18:52 That's true. Yeah, I think she received it the day it was due andum it may help to send her or uh Chris, I think I may have sent you with Kathy's email? Yes Did you get that from me? Okay Yes, And I went in and did the H R one. Um, do you want to show her that one in NetSuite really quick? Um, that may be helpful to show her what I mean Planful, what she needs to approve there or do we already do that? Speaker 3 00:19:19 Okay. I was confused of like what we're doing. Speaker 4 00:19:21 The variance. Yeah, not yeah. I'm sorry There's so many systems as like Planful. I'm saying all the all the systems about the one that we need to be in uh It's Friday y'all on brains fried. Um. So the one that she needs to be in is planful, And if if we could show her what she needs to go in and approve. Cause I know we had a couple of weeks back, we had a training. It's been a while since then, and then she has a deadline of Tuesday. Speaker 3 00:19:47 Okay, um Christie, It would be great if you could like log in and follow along because I just want to make sure that you have all the access that you cause I don't think we were able. We uh we went through training with you sharing your screen. Soum. If you could follow along, let me know if you're not seeing anything, then I could like fix it up for you. Speaker 2 00:20:05 Yeah, let me get logged in. Speaker 2 00:20:19 I Desperately want to get SSO created for you guys and planned for Single Sign- On. Yes. Speaker 4 00:20:26 On a peak civilian ID. Yes. Speaker 2 00:20:31 Uh, it's so secure. It's so much easier. Every time I see that come up, I am like, uh, we need to do this. Oh my goodness. Speaker 4 00:20:39 Last night Chris. Uh while you are pulling it up last night, I was at dinner, and somebody was talking to us about quantum computing and what that's going to be like. And then Sherry was like wait a minute. I am just the AI is just a thing hold on a second. Oh. And they were talking to us. They're in HR, so it sounded very random to the like I was like, hold on a minute. My IT person and I we're not even talking about this. So I am going to say, I, we have to get a good wrap around AI before we just like hop over to quantum computing that that, no, no, yeah, absolutely not. Speaker 2 00:21:17 Hey, I am giving i am giving a uh uh, Advanced AI course in Copilot and Claude next week, so or not next week but in two weeks. You are definitely invited, so thank you. Speaker 4 00:21:29 Would you say is that just for us? Is it all clients? Is one of the all client plans It's one of all the all clients. Okay, Yeah, if you could, if you could just invite invite me I am definitely there because yes, I need to finish my minions So Susanna she hasum. And I really do think it's like the little the minions from the movie. She has like forty nine minions, and so they do these tasks for her. From AI. Speaker 3 00:21:60 Yes, oh, like you tell them what to do and just do it like it's like. Speaker 4 00:22:05 Yes, but it's automated so basically the task itself triggers the next task. Speaker 3 00:22:11 I've heard this like I, Yeah, my friend is so into stock trading, and then she was like," Y ou can code set up a code for claw to like build things, and they could auto trade for you." I don't know. Speaker 4 00:22:24 It was so that seems crazy. But but I am it's probably very brilliant. But I am just likeum I'll do that with like five books, like on the pennies to about stocks. Not doing not with big money. Am not there yet. My trust level with it is not there yet, but so Chris has done an amazing job of like, She has different minions. Basically, they're avatars to me. That's what they that's the easiest way to reconcile them for me that, that are like an assistant. And they're actually doing work for her and not just one singular task. They're doing multiple tasks for her, Speaker 3 00:23:02 Just like an assistant would. Wow, I need yeah So I am like stop talking to me and and Carl, and start talking to. Speaker 2 00:23:14 I Have a minion named Becker that's based off of my real life. Becker that is y'all's team lead on the help desk side, and he's a team lead for Ability First in real life. But in in my minion life, he handles your budgets and stuff like that. He puts I give him the information, and he updates my budget spreadsheets, and then I go and work on it after. He does the things I don't want to do because it's boring. Speaker 3 00:23:43 I definitely need one of those. Speaker 4 00:23:45 You, I mean, Suzanne. I am thinking, you need a weekly thirty minute call about your problems with Chris. Just saying, Speaker 3 00:23:55 Sometimes like you don't know if it's a problem like it's a problem until other people tells you. It's a problem right Like. It's part of your routine, right? Speaker 4 00:24:03 But the minute, you know for that next week, you are like," Hey Chris, This was a problem last week, and I don't want us to be a problem anymore." Speaker 4 00:24:14 It's like that. Speaker 3 00:24:16 All right, Chris, are you on? Yeah, I have one. Okay. So toum I think the task that you're referring to is to uh comments, right? Comments on the month- to- date thing. So the you have a couple ofum icons in your navigator, and then the one that has a grid is the reports. Okay, so once you click on that, it will bring you to this table. You should not have all these stuff. You probably have like a general admin report and then an IT folder. Speaker 2 00:24:50 I have a few things so. uh I general admin reports and that's it. I. Speaker 3 00:24:56 Will need to give you the IT folder, but okay so once you click in the general admin report, you should see these four reports. Speaker 2 00:25:03 Yes, I do see the the re- budget, the finalized budget, The employee cost and the IS details. So I do have that. Speaker 3 00:25:11 Perfect. So the only, the one you will be working on is the IS details. So once you click on that, um, it's gonna load and give you a report. Um, Right now. So this is the this is the weird thing. Speaker 4 00:25:29 It's a roll up, right? Speaker 3 00:25:30 This is everything Yes, So I have everything, But you should only I think I think I only gave you access to it. But the thing is, because of your dimension, it's currently under department main and programming. So you're probably seeing comments other people left under that dimension. Yeah. Um what I what I need you to do before leaving your comment. So other people don't need, don't see your comment is that click on department main. Speaker 3 00:26:01 Uncheck department name and then click on it. And then click on this arrow button, that's the run button. So then once you run that, Uh now on top, it should say, IT and program name and all the comments that is like not relevant to you will disappear. And I need you to perform this step every time before you leave a comment. So then this way like, You know, I know where to find your comments. It's it's going to be under the IT dimension. I don't need to be like looking through the uh the department main or like other different areas. Speaker 4 00:26:38 And then you hit save right? Cause that's that's what I did right after you're done, you hit save. Speaker 3 00:26:42 No, you'll You don't actually Oh okay, Speaker 4 00:26:44 I'm sorry. I was hitting save cause I was like oh am I writing this again? Like, yeah, so like, Oh, no, not be writing all this data again. Speaker 3 00:26:51 Your call is auto saved Oh nice! Speaker 4 00:26:53 That's good to know cause i was like i i did it, I not only did that, I actually copied it to another sheet because I was like, I'm not writing this again if it didn't save right. So that's great. Thank you. Soum. Speaker 3 00:27:07 So so to leave a comment, uh, we're uh having you leave a comment in column G. Yes. Soum under like any specific account, Uh you can right, click and click on comment, and then you can type in like, you know blah blah blah, Okay. However, it wouldn't work on the total ones because like like you see here, once I right-click on it, it doesn't have that comment function. So it has to be like an account row. Okay. And then for you to like, you know, figure out what actually made up this dollar amount, you can double click into it. Um and then it will give you like the transaction detail. Speaker 3 00:27:51 Of like, oh yeah, This one is made up from the um C I C I O support for ten thousand dollars. And then the the um, business service for twenty three thousand. Okay. Yeah and then yeah, so then here's same thing here, our software, what made up our software, you double click into it. It will have the detail here um. If it doesn't say under vendor, causeum like you see here, it's all under IT department because it came, it's on theum credit card. Then you could look at it in the description where it says, you know, cloud. There's Concur. There'sum you know Adobe license and Zoom. So that's all coming from that's all hitting this account. Okay. Okay. Speaker 2 00:28:37 That makes sense. Speaker 3 00:28:39 Yep So yeah, so just go through. And then uh right click on a comment. Once you comment, um, let me just like test it. And then once you leave comment, it just stays there. It doesn't show up until you do like a if you run this report again, click on the arrow again. Then like it will show up in column T. Okay right here. Okay. And then click on the resolve, actually removes the comments, so try not to do that. Um yeah, but I'm gonna delete this so and then. Speaker 3 00:29:14 The other thing is, uh, try not to click on the reload button. So reload button like kind of refreshes the page to how you originally came in. So it'll bring you back to department name and program name. And then load is like, you know, load the page with the selection that you made kind of thing. Gotcha. Speaker 3 00:29:35 Any questions? No, I think that was really helpful. Speaker 4 00:29:40 Um. um. Oh, you know, on mine there is one. Can you go to the H R one and. Uh, if you can go to the H R one, I wanted to show you something. And I was like, what happened here? It's a little wonky. This report? Nope it's the ice I S whatever. I did the same thing with uh. The previous report in an HR folder. Speaker 3 00:30:04 Oh, oh, yes, yes, like a document, okay. So like in this one by H R, right? Speaker 4 00:30:09 Yes in in H R. And if you just scroll down to the. Towards the bottom, there was one amount that just sent this report crazy. Keep going. That one, the last one. I was like, what in the world? Speaker 3 00:30:24 I think it's because there's no likeum budget, then it just creates this like because there's a big percentage over a zero dollar amount. Speaker 1 00:30:33 Yes. Okay. Speaker 3 00:30:34 Okay. I think that's fine uh but it definitely looks weird Okayum. Speaker 2 00:30:41 Do you guys want to see something very adorable? Sure. Okay, hang on. Oh, wait. She wants in my lap. And she's being very ornery until I walked until I picked her up and now she's following Susannah's mouse. Oh! She is she is very annoyed that you stopped moving your mouse right? Yes, this is Bree, This is the oldest cat that she has. Speaker 4 00:31:14 Bree doesn't have an IT column, so you know. Speaker 2 00:31:17 She does, but not for you guys. Okay. She's a mascot for Sharp. You guys have moose? Hey, Speaker 4 00:31:23 Moose and what's the other one? Speaker 2 00:31:26 Uh, Ifa. Speaker 4 00:31:27 Ifa Yeah, we got moose and Ifa They're hilarious, okay, and I'm seeing my, but I don't see my comments showing up for you. So I will guess go put them back in. Speaker 3 00:31:37 Or did you put them under department name? That could be why. Oh, Speaker 2 00:31:42 I think that's not a good place. I just lost my nail on Bree. Speaker 3 00:31:49 Oh, do you remember which? Speaker 4 00:31:52 I don't, I thought I did it. I was like finally a good week. All right, I copy, I made a copy of them, so i'll go put them in again, It's only five of them. Speaker 3 00:32:06 Okay. So um. Yeah, I will send an email to Carl to figure out um what we want to do with the. I T not the I T but like the capital um the, capital projects related to I T and how we want to include Danny here, Um and how we want to submit this eleven thousand dollars for, like who needs to approve it. Speaker 4 00:32:36 Um, it was it was just in the report right now. It was just on my expense report. Speaker 3 00:32:44 Your expense report? Mm- hmm. Speaker 4 00:32:47 Yeah, It was just on I'm. Sorry, yeah. It was. What was it just on I, just seen it. That wasn't clear. It was so. Speaker 3 00:32:54 Wasn't even showing concur, but like it was, it was pending your submission. That's the. Speaker 1 00:32:59 Oh okay. It It wasn't there already. Speaker 3 00:33:05 Yeah but like you know, Gotta figure out who's gonna submit it and likeum, Who who like who should we should send it to for approval kind of thing. Speaker 4 00:33:14 I uploaded it. Okay, well you all let me know. Speaker 3 00:33:17 Okay, sounds good. Thank you. Speaker 4 00:33:19 I think I did, I think I put it in there so, It's in there so just tell me what y'all want to do with it. Okay. All right, I'll go into con i'll go into Planful now and re- enter my notes darnit. Speaker 4 00:33:35 U m, okay. Thank you. Is there anything else? No, that's it. Okay. Uh, Chris, can you hold on for a second? Absolutely. Speaker 4 00:33:45 I need printer, my home printer to get up to speed? Okay, Speaker 3 00:33:50 Have a great weekend or long great long weekend. Speaker 4 00:33:53 You too. Speaker 4 00:33:59 Bye. So one my printer, yeah. Um I took a picture. Hopefully they can get that in. Um, the others. I hopefully they can get that in by like Monday Tuesday, Um because that's some reports that I need to work on at home forum the compensation. And my home printer is essential to do that. Um so just F Y I if you can put a bug under their ear or whatever. Speaker 2 00:34:23 I'll go ahead and just approve it. Speaker 4 00:34:26 Okay, um the other one was Ryan Oh my dude Ryan, I don'tum, I don't order phones. So I think I talked to you about this, and I was like, "I don't order phones for him. I don't. I don't know where the phones are." And then I was saying, " I don't want this guy to get a new phone because he's lost a bunch of stuff already." Gotcha. And like, "I don't want him. I don't want to reward him." And that's some. "I don't want to be punitive, " but kind of do because he he's lost a bunch of stuff, like he loses his badge. This is not the first phone he's lost, Chris. So am like, "I feel like if somebody has returned phone, he should get it." Speaker 2 00:35:00 There was a returned phone in my office, And I am going to repeat the heads up I gave to the team the other day. Yeah, and we'll give him that one because it's in an Otter Box. Now, when I worked for Fox, yeah, um, I like their policy which is why I am bringing it up. They had a policy that HR was one hundred percent behind, and that is if you lost or damaged your phone. You were a hundred percent responsible for paying for the replacement or to get it fixed out of your own pocket. Speaker 4 00:35:35 Yeah, if you got that policy, I am game. Speaker 2 00:35:38 I will write it up. I don't think I have that policy anymore in writing because I purged all those files, but I will write it up. Speaker 4 00:35:44 Know, am going to get pushback from program people and that's okay. I think Sergio would be in line because we don't have it happen often, But he's like lost a bunch of stuff already, and i am like mm, hmm. And and cause we he's already approved badges, like, if you lose your badge. And then, of course, you know, program people were like, well, if it gets damaged in the course of work, we're like, yes. And if it gets damaged during the course of work, that's on you all H R is already paying for the first one. Speaker 2 00:36:12 Yeah, got on your budget. Weum we did have like we did have some exceptions to the rule because I, remember, there was like a food cart or something that went. Lying and hit one of the one of the producers'hands, and he was holding his phone like checking. That makes absolutely sense. Good sense, yeah, you do. And I remember that happening because I was standing out there because they were filming Bones at the time. Speaker 4 00:36:39 Oh, my one of my favorite shows have watched it and I still watch it. I think yeah, I love that love that show so. Speaker 2 00:36:46 Yeah. So i'll get you. I'll see if I can find, i don't think i have it, but i'll look oh my god. The cat just fell off the refrigerator. They okay? Speaker 4 00:36:57 Well, huh? How did they how did they fall off the fridge? Speaker 2 00:37:00 Uh, in my bedroom I haveum the oh okay. The lockable one that's required for fostering. Speaker 4 00:37:07 The little one, okay. Speaker 2 00:37:08 Yeah, and she just fell off of it. And it's the kitten kitten, little black kitten. Speaker 4 00:37:12 Okay that makes sense. You don't have bearings on your body yet. Got it. Speaker 2 00:37:16 Yes. And she's grown like three inches in the last week. She's looking at me like it's my fault. Speaker 4 00:37:24 Yeah, um, The other thing is, you Pete or Onsor might want to become a member of the city club. I was there yesterday. Oh, what a blast I had! And it was a lot of business people, A lot of business professionals, highest levels, uh you know, and or highest levels within companies for profit and nonprofit. Um uh the chair actually invited, Uh, maybe about six or seven HR people, and we had a great time. So it's a social club and a business club, and it's it was really Chris's. Yeah, Speaker 2 00:38:01 It was fun which Which city? Speaker 4 00:38:03 It'sum It's in downtown. It's onum It was on uh five five five flowers, so it's in downtown L A. Speaker 2 00:38:11 Oh Cal Club Yes, Speaker 4 00:38:13 It was super fun. Speaker 2 00:38:15 Answer is already a member of Cal Club. Speaker 4 00:38:17 Oh didn't see him there. Yeah sorry, I missed him. Speaker 2 00:38:20 Yeah, he uh, I don't. He's normally at things like that, but yeah, he's he's a member of my of Cal Club. Speaker 4 00:38:26 Okay. Um I was like when I thought what I am tell is you should tell him. I immediately thought already happy to hear that he's a member, But I immediately thought of him was like, oh this would be great for. Yes. Speaker 1 00:38:37 Yeah going through my list of people. Speaker 2 00:38:39 He was uh he, he and I went one day for lunch about a year ago, and it was right before Kasia left. So i had i hadn't started with you guys yet. Uh, huh? And he took me to for lunch because he does that every once in a while. He'll go, we'll go to lunch, And I swear that man knows every single person that was in there for lunch. Yeah, Speaker 4 00:38:59 So Carmen Torres, she she invited the H R people and I didn't I didn't think to even bring his name up to her and I should have. But I was thinking today like oh man. I mean, I was thinking yesterday, like oh, man, when I was saying like, hey, this would be great, but i didn't know they were already members, but i could see that i could definitely see the connection for sure. Speaker 2 00:39:18 Yeah, cause it's. It's across the street, and so he can just walk over. Speaker 4 00:39:23 Oh, okay, that's where you all are. Speaker 2 00:39:25 Yeah, we're in the U S Bank Tower. Okay. Yeah Oh, Speaker 4 00:39:29 It was so fun. They had theum The, it's the Asian. They uh Asian Pacific or I. Forget that I am saying it totally wrong and should have this as an H R person, but they were having a celebration. And oh, was just so much fun. Food is great. It's awesome. People are so nice, and we really need to start partnering more with them as an organization. Yeah, from us HR people, but me Lily thought of him, but good good to know. Um, let's see what else has I going gonna tell you? Um. That um I am happy that I was able to say to her, you don't have to like. Speaker 4 00:40:14 Be your own, like you can use other people outside of your department to run things by. Yeah, I was trying to get her to see, like you are not in this alone. And I think that's part of their their issues is like they're thinking, I should do everything myself. You know, No, like there is other people. There is a ways to make this easier on us on you. Um so hope she takes us up on it, or hope she takes you up on it, that I was offering out there. Speaker 2 00:40:39 We have we have those extra licenses with Claude could I give her one? Absolutely. I I would love to sit down with her and say, okay, I'm going to give you Claude and just so you can do. Yeah. Um, That and Copilot are going to be her best friends as she goes through all of this. Why don't you just Chris? Speaker 4 00:40:58 Why don't you just set up time with her? Be like, hey, I know Mishaun and I talk. We talk to you about the stuff that we could help You know that I can help you with. But I just wanted to get you get time with you to show you right, like let's not put it on her her to do it Just. Plug in thirty minutes with her, be like," Hey, We've approved for you to get a clod account and hear some of all the cool things that can make your life a little bit easier." Because I think some of their resistance is," I have to do it myself and I don't know how," right? Yes. And i I appreciate her vulnerability on the call to be like," I don't want to do this report stuff in Concur." Yeah. Speaker 2 00:41:35 Oh, help her too because yeah that's going to make her life easy. Speaker 4 00:41:39 That's how I was like hey just just, Get out of your head and call Chris. Yeah, how many times do I walk across and I am like, uh, I'll listen to this. Speaker 2 00:41:49 She is so much sweeter when there is no cat involved. Oh my, Speaker 4 00:41:53 I didn't want to say it; you did. Speaker 2 00:41:55 I know, But you said a lot of we're not recording. So I didn't mind saying it. Speaker 4 00:41:60 Yeah, that's true she was She is so much nicer. So yeah, but i think here's what i think when you have some time and you see carl, that's what you got to. I've said that to him, but I think you saying," Hey, one I can help her more. I can see the the pain points that she has." Um and yeah. Yeah, I definitely think that can happen. Um so that's that Let me see what else is going on. Speaker 2 00:42:29 Let me tell you about camp when you get a moment. Speaker 4 00:42:32 Oh go go for it, Speaker 2 00:42:33 Shoot Okay So. We went to go send the packages. Now this is based off a Kelly statement that we couldn't use UPS. And so we've been trying to get an account with FedEx, and we've been struggling. It was going to cost us two thousand dollars to ship all this there. So I called CompDirect and I said, "When do you need the equipment I have in my hands?" And they said, "Not until Thursday." It's like perfect; I'll bring it up when I go. So you yeah so you guys are not getting any shipping costs. Thank you. Um. Speaker 2 00:43:08 I also opened it up. I did send you an email, but I said it earlier to Kelly mostly, not for you. So, I also invited some of my team to go with me. Speaker 4 00:43:22 Ooh, I love that! Get their eyes on this building that they're the space that they're supporting. I love that. Um, Speaker 2 00:43:30 I even offered it to Pete, But Pete won't be in from uh he won't be in that day, so he won't go because he lives in Vegas. So I gotta, I gotta work it out. Speaker 4 00:43:40 I think that's great for them to set eyes on that site, which they can see the predict the particulars if somebody's calling and they're like," I am at camp." What like they could have like a visual of. Yes. That is not just one big old building. It's like nine ten buildings. I like that idea. Thank you for doing that. Umum, I know that T here is this thought that you know. What are you all doing wrong? But things are starting to come to a light because I had a good conversation. Carl and and he's like, "This ain't on y'all. This is not on you." And and Sergio backed this. He was like, "No, This hundred dollar hundred thousand dollars was discussed in meetings at a bunch of meetings. " And cause I told you I was freaking out my first year asking for a hundred thousand dollar increase. Speaker 4 00:44:36 Yeah, and some, And and you know I am like, oh, because I had already wanted already switched this the payroll system. So I was a little nervous, And and so he was like, no, but I remember this isn't this isn't new. And then come to find out. It's not the only thing that didn't get updated in the budget. There is some other stuff that didn't get updated in the budget that were like yeah. I don't know. Speaker 2 00:45:03 Oh wow. Speaker 4 00:45:04 Yeah, some other stuff did not get updated in the budget. Speaker 2 00:45:07 Was it a Susan thing or Kathy? Speaker 4 00:45:12 Cause with the budget conversations happen and budget information goes to her, and Suzanne's always C C on it, but ultimately lands with her. Okay, So I was like So, you can tell Pete it ain't on us. And it is only thing that was missing. Speaker 2 00:45:28 Yeah, And I I did give him a heads up, cause I had a conversation with him the other day. Cause he was like," Where are we at on this project?" I know it's hot on Michelle's mind, and I said," Okay, let me give you the tea. So sit down and get your glass of bourbon ready." And I just. I don't want to get your glass of bourbon ready. Speaker 4 00:45:46 I am not even done today. Go ahead. Speaker 2 00:45:49 It's actually behind me in the wardrobe. The bourbon. And so he was like," Okay, I understand now." I said," We're going to do everything we can to just help with every piece of this to get it right." But just be aware, it's not us, and leadership knows it's not us. Speaker 4 00:46:06 And I think the more like I am really like if you can set up time with her, like hey thirty minutes wanting to give you Claude next week. I'll talk to Carl about it too. So he knows so that way he's like. Oh, she had a meeting without telling him, you know, like one of those stupid things. I will actually let me Teams Carl right now and just Teams him and say that, that's going to happen that Chris is going to reach out. On a one on one, and we're going to give her one of our Claude. And yeah, let me just team some right now. Yeah, so that way it's like nobody's caught off guard. Yeah, um but so that's that's that one okay. Like, this this like for me. This this week was like man I've been getting kicked right? And I was like God I'm not a bad person. I'm not, you know, trying to make things hard on people. Speaker 4 00:46:58 Not trying to make life harder, and it was like, man. But then it was like, hmm. Some people's stuff is coming to light. So Jeremy's been talking shit about everybody. Speaker 2 00:47:10 Oh, I don't I'm not surprised that's the kind of person he is. Speaker 4 00:47:15 You can't talk shit about your boss though. Speaker 2 00:47:18 Oh, is he talking about Sergio? Becauseum yeah okay. Speaker 4 00:47:25 I can't go details but it's like oh, Can't be talking shit about your boss. Speaker 2 00:47:31 Yeah, that's that's a yeah. Do you remember how a couple months ago I asked you how, Or do we want to take bets on how long he was going to last? Speaker 4 00:47:42 You did say that you did. You did say that. Yeah, I was like, yeah, There is like a whole host of things, such as like the coolest boss. Honestly, he is very nice very like. Supportive, understanding. Um. Yeah, he's like one of my all time favorites. Yeah, and I just like I am like on a personal level, I am like I don't want you to disrespect somebody like that. No. Speaker 2 00:48:19 Yeah, I am annoyed for you just because I like Sergio. And I see what he's trying to do within the organization, and quietly just sit back and watch. And yeah, he's one of the ones like, I that makes me hot and bothered on your behalf. Speaker 4 00:48:36 I mean, I know it was, I knew it was like me first, And then he try, he He actually tried to get Chase fired and hadn't like really worked with him. I am not saying Chase is perfect; his shit don't get me wrong. But he was like really trying to get him fired. And then t here is another people, Person on his team, I mean, Outside of David. And he it's just not working out in a number of areas. But just keep your eyes and ears on them. But I was just like whoa, Yeah, you that one yikes Yeah. Speaker 2 00:49:13 Yeah, i I figured, i uh figured that, that was come going to come to light soon. I had heard him oh sorry no go ahead, I hadn't heard him say anything negative about Sergio, but I was. I was waiting. Speaker 4 00:49:29 He does not like our strategic plan. He said that first day that Alma was there, in a meeting, and I was like, Why are you talking shit about our strategic plan in front of the like two days old employee You know, but yeah. But his team is in there, and it wasn't like he had. This is the first time he had said it to them. Hmm. I was like, oh, this is not looking good, sir. Speaker 2 00:49:54 Yeah, This is how you uh alienate your team and alienate your boss, and no one is going to be on your side. So. Speaker 4 00:50:07 Yeah. So I was just like going into just because I know that's another person that just kind of drives everybody a little nuts. Yeah. Speaker 2 00:50:18 I mean, I am just i am digging in where I need to dig in, And then I am just holding off everywhere else with him, because I am like, it's. I am just biding my time. Mm hmm. Biting my tongue and biting my time. Speaker 4 00:50:31 Yeah, but I was just like, why are you talking crap about the CEO? Yeah with your staff? Speaker 1 00:50:39 Yes Like mm hmm. Speaker 4 00:50:44 So, um, I'll let you know how it falls out. I just, um, so and this week the Kathy thing because like what was that? What day was that? Monday. I was like not want to get out of bed. I was like oh my god this hundred thousand dollar thing. It's not in the budget, and but I went back through a lot of my emails. And I was like we sent. We went like the invoice man. No, I didn't see the invoice being sent but I did see Multiple conversations. I did go back to my plot. We definitely said it there, um, so I was like, huh? Yeah. I am sure if I dig deeper in my email, I'll find something. But Sergio was like, No, it was it was discussed. And then he brought up to Carl that it was divided that it would remember the year split. That's he even remembered that piece that it was one contract. It was one agreement and it was divided. So we could do a twenty five, twenty six. Speaker 4 00:51:41 Um, process. Yeah, Speaker 4 00:51:47 And so he had even remembered that. But it didn't go over well that it was completely blamed like on me, not necessarily you but on me. That did not go well. No, because it was like she didn't send it to us, She didn't tell us, she didn't do da da, da, da she, she, and uh. Speaker 4 00:52:10 I he I think he was just like you just can't blame her for everything. Right now, I don't get my expense reports in on time. That that is suck at. Speaker 2 00:52:21 I always suck at that too. I don't get my approvals in either. Speaker 4 00:52:26 Now that if you call me on that, I am gonna raise my hand and own it, but yes, it was just like dang everything is her fault yeah. Speaker 2 00:52:35 No uh I same, I get my expense reports in, but the approvals on the fifteenth. Sometimes they wait until the thirtieth because we had to approve twice a month. Speaker 4 00:52:46 Oh, that makes sense. Yeah, that makes sense. I might uh not the path to do it that way because they wanted to do half of their half of theirum billing to go out to cause LASA could pay you twice a week. I mean twice a month They paid you based on how often you wanted to bill, so they because they were. Like billing for like our payroll is like a million five. They're like, oh no, we're gonna get half of this money. Half of this money during the month. Each payroll was like a million to a million five. Cause when I first started, it was like eight hundred k and then it went up and they were like, Nah, we we gonna need to get this money on the faster for you. We can't float almost three million dollars in one month. Speaker 4 00:53:37 And it's because they bill they build according to um. And according to payroll and according to um, like the notes and and the PQIs, but they were like no if we can get our money, sooner we are so. It made sense for us to do our expense reports twice a month, And they made it in line with payroll. So that way people were already taking time to do their time card. They made it the same, the same breaks as payroll. So we can help each other because we I was like, hey, get your crap in and then they were like, get your crap in. Then we have a higher likelihood that your crap got in. Oh damn. Yeah yeah, it was intense, but I mean, I think for me that experience because it was so intense and people were like, you know, this payroll is off by a penny like, you know, it's a rounding rule. It's a damn Excel spreadsheet. Speaker 4 00:54:33 Chill out. I remember dropping pennies on people's desks, like here you go. Leave me alone with my people alone, but it made me like be very detailed. So Shane is like t Here is a lot of processes to my roles." Like you think? Yeah, and all I had all I had to like a day yesterday, and she's like, "You know, I just noticed that I think we need they've got a lot of floating." Responsibilities and they make up stuff, and I was like, okay. I was like, okay. I am not the only subject matter expert that could see the crazy. Yeah, Speaker 4 00:55:13 Yeah. But I think this week as opposed to ending last week when I was thinking. I didn't. I was like," I know,", i said something about a hundred thousand dollar charge this week, ending This week is much better.; like okay, I am not such a bad person yes. Speaker 2 00:55:30 Oh, I was about. I was annoyed when you said that not about not at you, but at them because I was like, how many times do we discuss this? I. Speaker 4 00:55:39 Told him they're gonna need to start going on. Like and he records all the time. So I told him, it won't look odd if you start recording the meetings. Yeah. In that way and I said if he's not on, I said, if he cause it, uh, he's like, sometimes, i'm gonna not be able to be there because i'm traveling or something like that. I said okay, well I'll put it on and my excuse will be. That you're off and I want you to be able to see what happened in real time. He was like okay. Speaker 2 00:56:07 Oh that's awesome. Well, I am excited for next week. I am a little concerned, but. Speaker 1 00:56:21 Oh yeah for. Speaker 2 00:56:22 Me yeah. But I am excited; they're going to be there Saturday and Sunday. Which Kelly told me a few weeks ago. The way she put, sometimes I don't understand her emails. By the way, Can. Speaker 4 00:56:34 You say that in front of Sergio because she makes it like she writes so clear, and she makes it, And I always have to defend my staff because I am like, uh, no, it's it's kind of like express English. What did you say? And I have to like tactfully ask for communication. But she always acts like they're incompetent. I promise you. Speaker 2 00:56:58 No, because I had to, I had to clarify with her about UPS, because the way she wrote it was like that uh, they can't receive packages through UPS, but the way she wrote it made, it seem like USPS and I'm like so. Speaker 4 00:57:19 United Postal Service. Yeah. Yeah, that's different. Yes, that's that is exactly what we go through all the time. All the time, and and the person that deals with it the most is unfortunately Chase. And I think he struggles with asking her the clarifying question in a tactful manner. He's like, "What do you mean?" Let's not do that. Yeah, he's kind of like, "What do you mean by that? " as opposed to saying like Is this what you mean? Or is this what you mean or You know just like? Speaker 4 00:57:49 He the way he poses it back, I am like oh gosh. But I get his point of like what? Speaker 2 00:57:56 Yeah, yeah. Cause Gabby was like, I was talking to Gabby, cause I see C C'd her on the email with Kelly, and she's like wait, she's talking UPS or did she mean USPS? And I am like you know what let me clarify. And, so i responded back and and she never responded to me or she did, but it still didn't make sense. And then she didn't respond back after my thirty. Oh yeah, Speaker 4 00:58:21 Welcome to welcome to HR's world because we're like what? And then she got a so jail. So, what I've started to do is screenshot what she said and what she told him, and I am like, see how these don't. Yeah, how these don't match? And they're like, oh my god, he's so funny. He's like, yeah, okay, I got what you meant as I say like he's a cool boss and I am pissed that somebody be talking about him. Like yeah, like even when I don't agree with him, I'm like, all right. I got. I get what he's saying. I'm not gonna it's you know. He's the boss like. Yeah, you know likeum. Yeah. And but there's a re, but on the other side, it's rarely times that I don't agree with him. Speaker 2 00:59:06 Yeah, I mean and you're allowed like to your point, Speaker 4 00:59:10 To your point. I'm allowed to like mmm. I don't agree with that sounds weird or he'll tell me mm he doesn't agree with me. And I'll be like, okay, let me explain. And then he'll say, okay, but I still don't agree with you. And we move past it. It's like not this. But I am also not the person to be like it has to absolutely be my way because sometimes I am like, you know, it's the greater good of the end result than how we got there exactly. Speaker 2 00:59:35 Yeah Like, he, he made a statement the other day because he's Russian English is not his first language, right? That He made a statement the other day to Olivia. And it was like if if you were there, you'd been like, "Nope, that's not gonna fly." But Libby is not the kind of person who pushes back. So so I was like, "Hey, you gotta confront him. You, he doesn't, he doesn't I know he's the boss, but he doesn't get to say that. " And sometimes I'll be honest ; he doesn't realize what he's saying, because he just doesn't realize it. A) He's Russian and B) He's English is on his first language. And so she pulled me in on a call with him. Speaker 2 01:00:14 And we were just very upfront with him. He's like," Oh, I didn't realize I said that. I am so sorry. I humbly apologize. That was not the right thing to say." And basically, he he was frustrated about a call. He got from a client, and he made it seem like she was going to lose her job over it. Oh, and because he's Russian, you always say that; it's so weird; Speaker 4 01:00:42 It's cause he's Russian. Speaker 2 01:00:44 Yes, and so he not only did he apologize, but it could have gone no farther than me and Olivia. Yes, but he made he made a public apology during that meeting, like in the all hands meeting with the entire staff. He said, "Look, I say things and sometimes I can fuck what I say. Call me out on it people please." And then he told why. And he's like, "I said something not." The most professional tour leader, the other day. I am owning that, And I want you guys to know you can come and call me on that. So, yeah, That's one of the reasons why I probably will never leave him because he's just not kind of boss. Speaker 4 01:01:27 He's hilarious. Yeah, Just tell him I thought of him, even though he's already he's already in, he's already got the special sauce. Yeah, he does so hilarious. I I gotta come down to now now that I, you know, know where you all are and it doesn't feel like you're so far away. I gotta come visit y'all at some point in towards the end of this year. Maybe, we could go to, we go to lunch me and Alma and come visit you. Speaker 2 01:01:54 Yeah, next time he wants to take you to lunch, make him take you to California club. Speaker 4 01:01:58 Ooh, I can take all going too. Alma But i need i need to get him. I owe him a project Oh. How did you feel about the spreadsheet? I sent you the spreadsheet right? No. Speaker 1 01:02:09 Do not send special. Send a special to Chris. Okay, Speaker 4 01:02:22 Um, let me know. Um, I am available all weekend if there is some crazy that happens with camp. I am available like does not bother me at all if you call me. Or they need to call me, or I need to get. I need to like have a coming- to- Jesus meeting with Kelly. Speaker 2 01:02:45 Okay, well, fortunately we don't start until Tuesday of next week. Oh, Speaker 4 01:02:50 Why do I think it's this weekend? You are right. Okay, sorry. Speaker 2 01:02:53 Yeahum so fortunately, so they're going to start on Tuesday. They're going to get there around noon on Tuesday and I gave Kelly that heads upum and then Tuesday and Wednesday. They're going to be running cabling and doing all of that work. Um and then I will be there on Thursday. I still need to email Will and Alex to see if they can help me uh mount the other hardware that they're not mounting. Okay, Speaker 2 01:03:22 Perfect. Yep, And then the following Monday, they're going to pick the T. Here is a rental company picking up the lift. Okay, so I got to give Kelly that heads up as well. Speaker 1 01:03:31 Okay, cool So yeah. Speaker 2 01:03:36 So hopefully, Barring nothing else happening, we're not gonna have any issues with that one. Speaker 4 01:03:44 Fingers crossed. Toes crossed. Everything crossed. Everything crossed, and then well, not only that, That it it is a site where people can walk between cabins and use their cell phones. Speaker 2 01:03:57 Yes, Also, um I don't know if you saw an email from me, or if I mentioned it to you in a meeting. Um, Verizon has a tool, has a device that we can connect at the lodge, And it will give it will boost the cell phone signal and run off of Wi Fi. Yeah, Speaker 4 01:04:16 I think you did say yes. Yes, you did tell me that. Also uh was something I was gonna say Darn it. I don't remember crap. Oh, lost it just now. Speaker 2 01:04:27 It will reach the parking lot. Speaker 1 01:04:30 Oh yeah. Speaker 2 01:04:32 That's good, We we might need to put that in twenty twenty seven budget. Speaker 4 01:04:36 Yeah, I I hundred percent agree, on that. Ooh, that's that's good. Yes. Oh, it was the owl. Um, Our cellie may reach out on the owl because she said it was it was having some glitches. Um, and she wasn't able to take the training, but she also, she said it may be the computer is not updated, and that's why it's running slow and giving us all these problems. So she said," I am going to go test that computer, up do the updates." And we talked about all the updates that it could be. That it could be the computer's update, maybe Microsoft update. It could be Al software update. So I said," R un all those updates and then let's test it, and then we'll figure out from there." Yes, Speaker 2 01:05:22 And I by the way i am going to remove Caleb from onboarding team. Okay yeah, Um, but I am also going to remove. I am just going to add Becker in because he's y'all's team lead. Um, I am going to remove Pat. Well, I am going to move Caleb and give it away so. Speaker 4 01:05:43 That that works. All right, well you have a good weekend. Tell Dama say hello. I will she just walked in the door soum, I'll talk to you later. Speaker 1 01:05:54 All right bye bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=ec47e90c-a459-4892-b0c9-eedb9459e8fb&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3OTQ5MTM5MCJ9.CgoKBHNuaWQSAjY0EgsInv-SiJyWnD8QBRoONzUuMTAxLjI1NC4yMjcqLE0wUHZ2UkZJSTAxQVZjL2ZvWG9MNW5rSHlKclZJOXJRQVY1c1k5RkNhZTA9MJoBOAFCEKIWPpq_EAAQwobXH6VYwMNKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.aRZGZ99dVbvDBPai-RGu6ZYVosLYU04tbz1kY_q8ZNs&ApiVersion=2.0	—▾	—	✓	—▾	—	—	—	—	—	✓
06-30 Weekly Meeting: Project QoP Week 27 Updates, Plaud Deployments, Alere Copilot, and Signal Partners Onboarding	## Meeting Information > Date: 2026-06-30 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Olivia] [Pete] ## Meeting Notes ### Project QoP Updates (Week 27) - This meeting provided the Week 27 update for Project QoP. ### Olivia's Project Updates - **Project 612 (City Homes Firewall):** - The client decided to return the device. - They will reorder if needed in the future. - The team will process a refund and then close the project. - **Signal Partners Onboarding:** - The project is on hold. Olivia is coordinating with April. - Pete has taken over the project after Chris’s handoff. - Pete needs contact information to follow up and avoid keeping them waiting. Chris will send the latest correspondence. - The last proposal offered basic security services at $350 per month. - **Auto Elevate Implementation:** - The team successfully deployed Auto Elevate for Cottonwoods Macs via JumpCloud using a new script. - Next: deploy for VIMax via Rippling. - Target completion date: July 31, 2026. ### Chris's Project Updates - **Corinne AI Training (Project 2626):** - Evelyn will reschedule the training. Chris is awaiting new dates. - **Sharp Computer Upgrades:** - On schedule with no issues to report. - **Ability First Cabling (Kampai Vika):** - New issues have arisen. Chris will discuss with Kelly on Thursday, July 2, 2026. - Likely need to order a few additional antennas for client installation. - **Kotzen AI Assessment and Implementation:** - Chris believes the project can be closed but will contact Kotzen to confirm satisfaction. - **Plaud for DTLA:** - Rescheduled to July 9, 2026, at 1:00 PM. - **Plaud for Anderson:** - Chris needs to check with Ishmael and Nick to confirm a successful installation before closing. - Pete noted future Plaud deployments must be more controlled, piloted, and guided—not blind installs. - **Alere Copilot Readiness and Deployment:** - Approximately 50% complete. - Chris reviewed Christi’s DLP settings and confirmed they are correct. - Chris and Anzor have a meeting this afternoon (June 30, 2026) to discuss next steps and schedule training. - **Plaud for Alere:** - Chris will follow up with Anzor on July 1, 2026, to schedule dates and times. - **BAFMA Project:** - Not yet started. - Christi offered to assist with communications for Alere and BAFMA. - The BAFMA kickoff meeting needs scheduling; Tuesday afternoons work best for Chris. ### WSG Gaming Domain Migration - The topic was introduced, but the meeting ended before a detailed discussion. ## Next Arrangements - [ ] [Olivia] Process the refund for City Homes to close Project 612. - [ ] [Chris] Send Pete the latest correspondence and contact information for Signal Partners. - [ ] [Chris] After the July 2, 2026 meeting with Kelly, address cabling issues and order additional antennas for Ability First as needed. - [ ] [Chris] Contact Kotzen to confirm project closure. - [ ] [Chris] Verify with Ishmael and Nick that the Plaud installation for Anderson succeeded; close if confirmed. - [ ] [Chris] Meet with Anzor to plan next steps for Alere Copilot deployment and schedule training. - [ ] [Chris] On July 1, 2026, coordinate with Anzor to schedule Plaud for Alere (dates and times). - [ ] [Chris] Schedule the BAFMA project kickoff; aim for a Tuesday afternoon. - [ ] [Team] Secure another trainer for Baker’s AI training next Tuesday. ## 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 new trainer is urgently needed for Baker's AI training next Tuesday, but no specific person was assigned to find one. > 2. Pete raised concerns about Chris being overworked and projects being scheduled too tightly, but no formal plan was made to re-delegate tasks or adjust schedules. > 3. The discussion on the WSG Gaming domain migration project was cut short, leaving its status and next steps undefined.	Jun 30, 2026	Speaker 1 00:00:11 Christi, You're sounds horrible. Sorry. It's okay. Oh my god. I'm so sorry to everybody. Go to rest, go to rest. I am resting. Speaker 2 00:00:23 Oh my gosh, your voice Christi! No! I know it's it's only because uh. How long I was in the hospital and the fact that I was on oxygen. And all that other stuff. Oh my god. And you're working? Speaker 3 00:00:42 I got shit to do. Speaker 3 00:00:45 Oh no Although. Speaker 2 00:00:48 I got pretty caught up last night, and they had a lot of hours in it. Oh! Speaker 1 00:00:54 I know Can't really hear it, oh my god, My throat's gonna start to hurt right now. Speaker 2 00:01:02 I'm eating breakfast, so I'm taking a while. I'm not turning my camera on because I look like shit. Speaker 1 00:01:14 And I was gonna ask, can we do training for Baker next Tuesday? I don't think so. We need to find another trainer ASAP. Who's ready to train? For for AI. Child does a good job, Speaker 2 00:01:35 He just doesn't believe in himself. Speaker 1 00:01:37 Yeah, that's a good idea. Yeah, he's gonna kill me if I ask him. Tell. Speaker 2 00:01:45 Him I volunteered. Speaker 3 00:01:52 9:30. Let's just wait for Pete. Let's give him a few minutes to jump in. Okay, I think everyone is here. Let me just share my screen. Thank you, okay, let's start. So good morning everybody, welcome to week 27 of our project QoP meetings. So let's start this, Meeting. Let's start this meeting with Olivia's project, starting with project six one two days for city homes for the, for their firewall. Speaker 4 00:02:28 Good morning, guys. Yeah, So this one, they decided they're going to return the device and that if they need it, they will order it again and wait again. So we're gonna work on the refund. And then this ticket this project will be closed. Oh gosh, how about the billable time entries here, Ollie? Um, Speaker 3 00:02:53 Which we can talk about after seg. Okay. Before we can close the project. Okay, right next is the onboarding of signal partners. Signal. Speaker 4 00:03:06 Partners I think is still on hold as far as I know. Um I'm talking to April about it. Haven't heard much Chris do you any news here? Speaker 2 00:03:17 I graciously handed that off to Pete. Pete, any news here? Speaker 5 00:03:26 Um, I think we're still trying to figure out what we're going to do with them. Speaker 4 00:03:31 Okay. Should I close this project for the time being, or you want me to keep it open? Speaker 5 00:03:35 Uh, give me one second. Let me see. Speaker 5 00:03:58 Let's move. Let's go on to the next one. I'll get back to this one. Speaker 4 00:04:02 Okay, uh, and then the Auto Elevate implementation. So, we deployedum all of the we deployed auto con or no, oh, my gosh. Auto elevate for Cottonwoods max through JumpCloud. So this was huge for us. We didn't have to actually physically touchum all of the macs we've been working on a script like this for a long time. So we finally got it to work. So we're gonnaum next deploy the VIMax through Rippling. So, yeah, that's our here. Speaker 3 00:04:37 Um, do you have any date for the project completion for this one? Speaker 4 00:04:42 Um, let's do. Can we do end of July? Thirty first Friday. Yeah. Speaker 3 00:04:52 And then what's. Speaker 5 00:04:55 The last thing we had for Signal Partners like what was the last conversation because Chris you and I talked about Signal Partners? But what was the last thing we said about them, Speaker 2 00:05:07 Like offer them three hundred and fifty dollars a month to do basicum security stuff for them. Speaker 5 00:05:19 But who had the contact? Cause I don't think I have the contact information, do I? Speaker 2 00:05:24 I know I have it. Um, I thought you had it, but I can we can reach out to him. Speaker 5 00:05:37 Yeah, cause i don't i don't remember getting anything specific. I don't want to leave them hanging on it, and i don't think i have anything on Signal specifically. So let's let's tie that off. One way or another. Speaker 2 00:05:52 Yeah, it's timeless Signal Partners, butum I'll find the last correspondence. Okay. Speaker 5 00:05:59 Okay. And if you have something you can send it, You can either send it to me, and we can figure out what we need to do. Uh get that one. Speaker 2 00:06:10 Rounded out. I'll send it over. Speaker 3 00:06:16 Alright, So let's move on to project two six, two six, is for Corinne for their AI training. Speaker 2 00:06:23 So Evelyn is going to reschedule with us. Um, I just don't have the dates just yet. She responded later yesterday afternoon. So once I have those dates, I'll get those plugged in and we'll get started with that one. Got. Speaker 3 00:06:42 It, and then computer upgrades for Sharp. Speaker 2 00:06:46 We're still a status quo on that one. We're we're on time. Speaker 3 00:06:57 And then cabling for Kampai Vika for Ability First. Speaker 2 00:07:01 So we got a few little startling things that came up. Um, I'm going to talk with Kelly this uh on Thursday, she and I have a standing meeting that we're going to discuss, but I think we got to order a few more antennas for them. And get those, and they'll install it. So. Okay. Oh, the fell over went great. Thank you for that, Gabby. She did mention that to me passing yesterday. And. Speaker 3 00:07:34 Then Kotzen for their AI assessment and implementation? Speaker 2 00:07:39 So I believe we can close that now, but I'm going to reach out to Kotzen uh toum, Come, yeah, and just double check with him. Make sure they're good to go. Speaker 3 00:07:51 Okay. And then Claude for DTLA. Speaker 2 00:07:58 That was rescheduled to July ninth at one p. m. Oh my gosh, sorry. Speaker 3 00:08:08 And then Claude for Anderson? Speaker 2 00:08:11 I need to check with Ishmael and Nick to make sure the installation went through, and then we can close it. Speaker 5 00:08:19 Yeah, I mentioned by the way, I mentioned to Vince that this in the future, this can't just be a hand this off to Ishmael and the install team to just do an install. This this needs to be a. This needs to be a coordinated effort because. Speaker 5 00:08:42 This was expected to just be kind of a blind install and just let it happen, And that can't this can't that can't be how we do this in the future, because things like Plaud and Plaud Note have validation. And um you know, this has to be a. This isn't just like a Windows update, right? This a this a process that somebody has to look at and make sure goes well, and we need to pilot it. And it needs to be handheld to some extent. And that's not what happened in this case. So in the future, Let's make sure that this a um that we that we do this in a more controlled manner. So. Speaker 5 00:09:31 Um, what happened with this, just for everybody's reference is I don't know if you all know, but Plaud Note requires like a virtual machine. Um to be installed. And so I think uh Plaud was just installed like a. Like a blind application or a blind update. And then when people go to launch it, it says, you know, did you do this? And then they don't know what to do. And then they sit there saying, well. You know, I it was I don't know this wasn't handled well. So, Um in the future when we're doing anything like this. And and that goes beyond just Plaud right? If we're doing anything where we haven't piloted it first, we need to see what the user experience is going to be like. We need to test it on a on a few machines. We need to make sure that we know what it's going to be like, And I'm just using this as an example. But um let's let's make sure that we don't do anything like this in the future like this again. So. Speaker 2 00:10:30 Yes, and I already had a conversation with him as well. That anything cloud related and Plaud Note related has to be through the project right now. Speaker 5 00:10:39 Yeah, yep, okay. Speaker 3 00:10:43 All right, and then Alere for the um Copilot readiness and deployment still on hold? Speaker 2 00:10:51 No, It's uh we are we're at about fifty percent. Uh Christi got all the stuff done for DLP things like that. I went through and double checked all the settings today, Um just to make sure that they were all turned on correctly, and they were so good job Christi. Um I went through all the reports, and uh Anzor and I have a meeting this afternoon to go over the next steps and get the schedule of books for training. Speaker 3 00:11:22 Got it, And thenum for the Claude for the Cloud of Alere. Speaker 2 00:11:28 So Anzor knows that I was out. Um, I'm going to pick this one up tomorrow and work with him on getting stuff scheduled for dates and times. Speaker 5 00:11:39 And Chris, I know you were out for a little while, so please don't try to pack all this stuff back to back to back. Make sure that you leave some slack time in between getting these things rescheduled so that you're not over like. I don't wanna. I don't wanna over overwork this. So that then we end up stepping on things. And then we get behind again and have to reschedule a second time. So make sure that you stagger some of this stuff out and in the future, let's also not pack these in quite so tight. I know that these things kind of, Kind of stacked on top of each other because some of them got backed up, but let's, let's not over commit to people that want all of this. Speaker 5 00:12:24 AI training and all this stuff, all at once. Um, cause you're one person and you got a day job. So, um, and all these things kind of came in at the same time. But and then some of them got delayed and some of them got rescheduled. And unfortunately they all kind of came in at the same time. But, if we have to say no or wait, or we have to get somebody else to do some of this stuff, we need to figure out how to how to do that so, Let's uh, let's try to figure out what we're going to do in some of these cases. Speaker 2 00:12:57 Okay, uh BAFMA, I've not touched at all yet. So Christi on that oneum I do need to get that kickoff meeting scheduled, but I just have not looked into that one yet. My my main focus is yesterday was Alere and uh DTLA. That's. Speaker 1 00:13:17 Why if you want for Alere and for BAFMA, I can back you up and, Do the communication. Um, I did have a mail thread with Alere. I don't know if you have something separately, but they didn't respond to what we asked them on our kickoff. That's why I was holding on to it, and then BAFMA alsoum Christi responded to me and offered Tuesday. So if we can do not next week Tuesday maybe the week Tuesday after? Speaker 2 00:13:47 Well so ten am is usually this meeting. That's right. So, okay, I'll check with him. Yeah, Tuesday afternoons are probably my best time. Speaker 3 00:13:59 Okay. All right, thanks everybody. Let's move on to my projects for the domain migration for Monti or WSG Gaming's post. Yeah WSG Gaming sorry, this should. Speaker 2 00:14:21 Are you guys good? If I jump off, we're dealing with something at SCHARP. Yep. Speaker 3 00:14:25 Okay. Thank you all good Christi. Thank you.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=769399d5-9bb1-4c7b-a8a7-68cac2ae0fd5&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4Mjg0MTU0MCJ9.CgoKBHNuaWQSAjY0EgsIvsqQ2KG0qz8QBRoMMy4yMzkuMTAuMTA3KixVY2lSMk1EWmc1d1ZkZXk0aWI4MnM3ZUlRd25qbjU4RWhTZVFRN1hmU2pvPTCaATgBQhCiIrmOgLAAEOAbhryktfq-ShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB._l23MaIklsI0YbChF0-hEfVqsA1_XLbTdX29PQLeutY&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	—	day-verified 2026-07-16 (6/30)	—	—	—	✓
04-16 Consultation: Integrating Claude with Microsoft 365, SharePoint Agent Strategy, and AI Governance	> Date & Time: 2026-04-16 10:35:08 > Location: [Insert Location] > Customer: [Insert Customer] ## Overview The consultation centered on integrating an existing corporate Claude (Anthropic) account with Microsoft 365, clarifying data privacy for prompts and connected datasets, managing corporate-level AI spend, and selecting the right platform (Claude vs. Copilot vs. ChatGPT) for an internal, document-aware chatbot hosted in Azure and backed by SharePoint. The customer reports poor results with Copilot outside Excel, values Claude’s coding capabilities, and has an internal AI policy addressing personal account usage. Goals include enabling SSO, confirming Anthropic data handling, establishing cost controls, and choosing a robust approach for an internal agent that answers process and equipment questions from a SharePoint repository. Key stakeholders include Katie, Mike Hall (account manager), Darwin (AI specialist), and internal departments with prior personal AI account usage. ## Background The customer already has a corporate Claude Teams account and is paying for Teams. They are considering integrating Claude into their Microsoft 365 environment and enabling SSO. They previously attempted an internal chatbot using ChatGPT-4 on their document repository to support employees, but it never performed well. They are now evaluating Azure-hosted options, including Claude and Copilot, for a SharePoint-backed agent. The consultant (Christi) advises that Copilot currently has stronger native integration for SharePoint-based agents, while Claude agents are improving. The customer has an AI policy in their handbook and is conducting department-level remediation to move users from personal accounts to corporate-monitored ones. Data privacy concerns include preventing company information (Avalon) from being shared externally, with specific caution about Grok consumer accounts. ## Pain Points - Poor performance and limited capability of Copilot outside Excel, leading to inefficiency and uncertainty about platform choice. Impact: The team states Copilot is “not that capable like outside of Excel,” causing reduced productivity and decreased trust in the tool beyond spreadsheets. Current Situation: They continue using Copilot with mixed results, while recognizing Claude’s strength in code-related tasks and using ChatGPT for image generation. Quantitative Metrics: None specified beyond qualitative comparison. Examples: Team feedback that Copilot is underperforming outside Excel; preference for Claude for coding tasks. Context: Mixed ecosystem with Microsoft 365, Claude Teams, and Azure; need for strong integration and reliable capabilities. Stakeholders: Katie, internal teams relying on Copilot, the consultant supporting tool selection. - Difficulty monitoring and managing corporate-level spend for Claude usage. Impact: Lack of clear spend visibility can lead to cost overruns and budgeting challenges, especially across different user profiles. Current Situation: The consultant must “go in daily” for a couple of clients to review spend. Guidance suggests categorizing users into standard (chat), medium (co-worker), and heavy (coding) usage, with heavy users needing premium accounts (~$100 a month per person). Quantitative Metrics: $100 a month per person for premium users. Examples: Daily manual monitoring to track usage; differentiated roles based on usage intensity. Context: Claude Teams account in a corporate setting; need for governance and cost controls. Stakeholders: Finance/IT administrators, heavy-use coders, medium-use “cowork” users, standard chat users. - Unsuccessful internal chatbot implementation using ChatGPT-4 on a document repository for employee Q&A. Impact: Employees lack a reliable tool to query internal processes and equipment information, leading to inefficiencies and potential support burden. Current Situation: The chatbot “never got it running very well.” Darwin is evaluating setting it up in Azure with a new GPT or other client; Claude is being considered. Consultant advises Copilot is currently better for SharePoint-backed agents. Quantitative Metrics: None provided. Examples: Document-aware Q&A agent intended for internal processes and equipment service details stored in SharePoint. Context: SharePoint-based repository; Azure resources; need to decide between Copilot, Claude, or GPT for an agent. Stakeholders: Darwin (AI guy), internal employees, Mike Hall (account manager), Katie. - Risk of data leakage from personal AI accounts and certain consumer platforms (e.g., Grok), conflicting with the company’s AI policy. Impact: Potential exposure of Avalon information to the internet, violating policy and risking confidentiality. Current Situation: The company has an AI policy in the handbook and is running meetings to eliminate personal account usage, instructing staff to use corporate-monitored tools. Quantitative Metrics: None provided. Examples: “Various people using personal accounts” and Grok consumer accounts not allowing the “turn off” setting for cloud data sharing. Context: Corporate AI governance; need for controlled, monitored accounts and safe defaults (Anthropic business accounts not sharing by default). Stakeholders: All staff, department leadership, compliance/security teams. ## Expectations - Enable SSO and integrate the corporate Claude account with Microsoft 365 to streamline access and governance. Timeframe: Near-term; discussions already underway. Resources Required: Microsoft 365 admin support, Anthropic Claude Teams admin setup, SSO configuration, consultant guidance. Success Metrics: Seamless login for users, consistent policy enforcement, working integration without data-sharing risks. Stakeholders: Katie, IT admin team, consultant (Christi). - Establish reliable spend monitoring and user tiering for Claude usage to control costs. Timeframe: Ongoing; daily or regular oversight recommended. Resources Required: Admin access to Claude Teams billing/usage dashboards, policy defining user tiers (standard, medium “cowork,” heavy coding), budget approvals for premium accounts (~$100/month per person). Success Metrics: Predictable monthly spend, accurate assignment of user tiers, minimal overage incidents. Stakeholders: Finance, IT admins, heavy users, department managers. - Deploy a functional internal agent for SharePoint-backed documents to answer employee questions on processes and equipment. Timeframe: Short- to medium-term; evaluation in progress with Azure resources. Resources Required: Azure resource setup, platform selection (Copilot recommended currently), agent configuration, connection to the SharePoint site, testing and user training. Success Metrics: High answer accuracy, consistent uptime, user satisfaction, reduced support requests. Stakeholders: Darwin (AI specialist), employees, IT admins. - Reinforce AI policy compliance by eliminating personal account usage and ensuring corporate-monitored tools are used. Timeframe: In progress; department meetings ongoing. Resources Required: Communication plan, access audits, migration/support for users, policy documentation and training. Success Metrics: Zero use of personal accounts for company data, documented compliance, reduced data risk incidents. Stakeholders: Department leadership, all staff, compliance/security, IT. ## Other Information Summary - Anthropic business (Claude Teams) accounts are set to not share prompts/data by default; sharing can be turned on only deliberately. - The consultant uses Claude for code, Copilot for Office-specific tasks, and ChatGPT for image generation; suggests a blended tool strategy. - Copilot may be the better native choice for SharePoint-connected agents at present; Claude agents are improving and may catch up “soon.” - The customer has a meeting scheduled with Mike Hall “next week” regarding training hours and related setup. - The consultant offered training packages: two hours needed, with a third hour offered free. ## To-Do List - [ ] Coordinate with Mike Hall to purchase training hours with Christi for Claude users (two hours + one free hour). Stakeholders: Mike Hall, Katie, Christi. Deadline: Next week meeting with Mike. - [ ] Enable SSO for the corporate Claude Teams account and integrate with Microsoft 365. Stakeholders: IT admin team, Christi. - [ ] Define user tiers (standard, medium “cowork,” heavy coding) and assign premium accounts (~$100/month per person) where appropriate. Stakeholders: IT/Finance, department managers. - [ ] Set up spend monitoring cadence for Claude usage (daily or regular review) and create alerts/reporting. Stakeholders: IT admins, Finance. - [ ] Decide on the platform for the internal SharePoint-backed agent (provisionally Copilot) and configure in Azure with access to the specific document repository. Stakeholders: Darwin, IT admins. - [ ] Audit and remediate personal AI account usage; ensure only corporate-monitored tools are used. Stakeholders: Department leadership, IT, compliance/security. - [ ] Share training materials and basic AI usage guidelines; consider distributing upcoming “basic articles” referenced by Christi. Stakeholders: All staff. > AI Suggestions > The AI has identified the client's biggest pain point as Poor performance and limited capability of Copilot outside Excel, leading to inefficiency and uncertainty about platform choice. Here are some possible solutions for your consideration: > 1. Adopt a dual-tool strategy: continue using Copilot where it excels (Excel, native Office integrations) and standardize Claude for coding, complex reasoning, and non-Office workflows; document clear use cases and decision guidelines for users. > 2. Implement targeted training sessions: provide role-specific training (basic vs. heavy/coding) to maximize each tool’s strengths and reduce friction; include practical examples and “when to use which tool.” > 3. Pilot a SharePoint-backed Copilot agent: validate Copilot’s strengths in native SharePoint integration for the internal Q&A use case, while keeping a parallel proof-of-concept with Claude agents to benchmark accuracy and maintenance effort. > 4. Establish feedback loops and metrics: collect user feedback and track task success rates (outside Excel) to inform ongoing configuration and prompt engineering; iterate with templates and best practices. > 5. Create governance and spend visibility: align user tiers, budgets, and monitoring so heavy-use needs don’t get constrained, while ensuring overall cost control; this supports a sustainable multi-tool environment.	Apr 16, 2026	Speaker 1 00:00:19 Hey there, Speaker 2 00:00:20 Chris. How's it going? It's going well. Excellent. Speaker 3 00:00:35 Oh, all right. So I had two questions for you about Claude. Okay. Speaker 3 00:00:42 Um, we've had not great experience with Copilot so far, right? It's just not that capable like outside of Excel is basically the feedback from our team. Um, but Claude, Especially the cloud code, like that's that's pretty powerful. And So Katie wanted me to ask you about what would it look like or how much is entailed in trying to get our corporate cloud account like integrated into our three sixty five system. Oh, that's easy. Oh yeah. Speaker 2 00:01:28 You already have a corporate cloud account? Yes. And you're paying for the teams. Did we set up SSO for it? Speaker 1 00:01:37 No, we should. Okay. Speaker 2 00:01:40 Um, integrating it with Microsoft is going to be fairly simple. Um, It's not going to be as fully integrated as Copilot and I'll be honest, each system has their strengths. And their weaknesses I use all three because I. There are things where I just can't get Claude to do within Microsoft Office that I need Copilot to do. And, then there are things that I can't get Copilot to do that I need Claude for. And I code, so all of the above. And then I use ChatGPT for image generation. Speaker 3 00:02:23 Okay, yeah. And okay, single sign- on, Yep. Uh, what about like, Do you know what the the Anthropic policy is about the prompts that we put in and the data sheets that we connect to Claude? Are those held strictly within our Claude account? Or can those kind of things be accessed into the greater Claude universe? Speaker 2 00:02:53 If you're running a corporate Claude Teams account, it cannot. Well, it could, but you have to turn that feature on. But general business accounts through Claude are automatically set not to share. Speaker 1 00:03:07 Okay. And. Speaker 3 00:03:15 Then how do you monitor the spend with Claude at a corporate level? I don't have any experience like It's hard. Speaker 2 00:03:26 Yeah, I'll be straight up honest. It is pretty hard. I have to go in daily for a couple of clients and look at things. And depending on who your users are, you're either going to want to do a standard account. These are people who use Claude as just a chat. Your cowork people are about your medium usage, so their spend could go slightly over. And then anybody who's thinking about coding, like does the heavy stuff like what I do, You're definitely want them to have a premium account, which is about$ 100 a month per person. Okay. I will be honest, if you and Katie want to do this, uh is Mike Hall's account manager? Speaker 1 00:04:17 Uh yeah yeah. Speaker 2 00:04:18 Get with Mike ask him to purchase some training hours with me. U h and anybody that's on Claude. Um I will sit down and go through training. We can do two. We can do the ones that need the the coding training, the heavy use, and we can do the smaller version training. You only need two hours. Okay, I'll give you a third hour for free, but don't tell Mike that he'll yell at me for leaving money on the table again, Speaker 3 00:04:49 Very good. And then. We also have so about a year ago, we set up with the chat GPT four, our internal like chat bot, like here's our document repository of things that we wanted to reference. And then we want our internal employees to ask it questions about how we do processes or about the equipment that we supply and service. And, We just never got it running very well. So we've got Darwin who's our um. Speaker 3 00:05:21 Ai guy looking into setting it up in an Azure resource with either a new GPT or some other client. And we're thinking about Claude might be the best resource for that. So, would that be like under the same umbrella? Or would we need like a separate Azure resource for that? Creating a specific agent, like with access to a specific database of documents. Speaker 2 00:05:51 I'll be honest, it's probably going to be better to do it in Copilot right now. Sorry, I keep losing my voice. Um, Copilot right now, Claude has got agents and they're great. Um, And you need to set up the connections. But at the end of the day, Copilot is, is there better right now than Claude but Claude's getting there and it will get there soon. Speaker 3 00:06:15 Okay. And since we're storing all of these in SharePoint site anyway just having a native. Agent to do it. Right now. Speaker 2 00:06:24 Now that may change in two weeks. Speaker 1 00:06:27 Right. And. Speaker 2 00:06:40 Do you guys, did you guys get your AI policy sent out to all your staff? Have you made one? Do you need one? Yes. Speaker 3 00:06:47 Yeah, we have one as part of our handbook. Andum, We've been running a series of meetings with one department, in particular, who there were numerous people using personal accounts. And. So we're going through methodically saying, nope, can't do that. Give us all the information you put in there, but here are the ones that you can use that are our corporate uh, monitored ones. Speaker 2 00:07:10 Yeah. And and honestly, um the way that I've been framing it to. Various client employees is to say, you know, hey, it's not about what you're putting in. We don't care what you're putting in. It's about um it's honestly about uh the safety of our information going out and personal accounts, Especially using a system like Grok may not have that going to the cloud turned off. Speaker 2 00:07:44 And. And the reason why I say, especially grok is because grok does not allow consumer accounts to turn off that. So anything you put in that is Avalon related into grok is automatically going to get sent out to the internet. Speaker 1 00:07:57 Okay, yep. Speaker 3 00:08:03 Yeah, And that's basically what we've been saying is that any Avalon information like has to be protected to protect the company. Yeah. Speaker 3 00:08:14 Excellent. All right, so I've got a meeting already scheduled with Mike for later this week, so or no way this next week. Yeah. So I'll probably reach out to him. No worries. Directly Thank you, Chris really appreciate it. Speaker 2 00:08:31 No worries Uh uh Have you have you connected with me on LinkedIn. Speaker 3 00:08:38 Yes Yep And I do readum a lot of your adapt to it articles. Speaker 2 00:08:44 Okay, good. I was going to see if you uh, uh, if you did so that I can uh, if you didn't, I was going to point you in the direction of some, But I'm going to be doing some more basic articles soon because I'm getting asked for a lot more basic stuff. Speaker 3 00:09:04 Yeah, I was going to say you're definitely using it at a deeper level than than I am. Yeah. Um So yeah, that sounds great to me. Speaker 2 00:09:12 Yeah, no, just feel free to forward some things out if you want to. I am trying to get some traction so that I can get higher on Google search results, but that's just a uh shameless plug right now. Speaker 3 00:09:26 Very good. It worked. Thanks, Chrissy. Speaker 2 00:09:30 Thanks. You're welcome. I'll talk to you later Vance Yep Bye- Bye.	—	—	—▾	—	·	—▾	—	—	—	—	—	✓
05-07 Meeting: Locked Backups, Passphrase Issue, and Internet Speed	> **Meeting Information** > Date: 2026-05-07 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] ### Meeting Notes #### Locked Backups and Passphrase Issue - Backups are locked/encrypted with a passphrase. - The passphrase cannot be recreated or retrieved. - Only remedy: delete existing agents and restart the backup process from scratch. - Encryption was enabled when new backups were initiated; the team was surprised to find them encrypted. #### Internet Speed Upgrade at Peerless - Current internet speed at Peerless is 50, which is insufficient for backups. - Speaker 2 is working with Peerless to increase speed and expects a quote today (2026-05-07). - Speaker 1 will wait for upgrade confirmation before starting the new backup process. #### Backup Strategy and Data Seeding - Restarting backups will sever connections to old backups. - The “round trip” data seeding used in early April was costly and can’t be used again for free until end of June or July 2026. - Until the next round trip, backups will be slowly pushed to the cloud over the upgraded connection. - To compensate, local backups will be retained longer—possibly a month instead of the standard one week. #### Server and Antivirus Management - Discussion included pushing the team’s own antivirus to the client’s systems. - The client currently has other antivirus solutions being phased out as contracts expire. - The EPO server cannot be deleted yet because it stores BitLocker keys and manages antivirus. - Long-term plan to gradually eliminate servers like the TS server; no immediate action required. ### Next Arrangements - [ ] Speaker 2 to follow up with Peerless for a quote and to increase internet speed. - [ ] Speaker 1 to initiate the new backup process after confirming the internet speed upgrade. ### 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 no contingency plan if the internet speed upgrade from Peerless is delayed or too costly. The start of new backups is entirely dependent on this external factor. > 2. The strategy for managing data until the next “round trip” seeding (end of June/July) depends on pushing large backups over the internet, which might remain slow even with an upgrade. The impact on the client’s network was not fully assessed.	May 7, 2026	Speaker 1 00:00:02 Good Morning, Christiane. Good morning. As soon as the issue is raised. So, but they assured me that they can't recreate passphrase. And the only way to resolve issue with locked backups is to delete agents. And start everything from scratch. Or somehow get them. Pass phrase. Speaker 2 00:00:31 Yeah, he's not going to give us the passphrase. Um, I have tried every way possible and he's like, I do not have access to it anymore. Speaker 1 00:00:39 So we have to start it over. Yes. Because, you know it is not that like you can, you can figure the backups later after you install it. You know, I asked the guys, I said, hey where can it be stored? And they say nowhere only, T hing you do when you start new backups with new agent, you just mark. Encrypt and then it will ask you what passphrase. I believe Whoever did it didn't realize what they are doing. Got it. Because we don't do and nobody do, and they were surprised that the backups were encrypted. 嗯。 Speaker 2 00:01:26 It was probably. I've never seen it. Speaker 1 00:01:28 I asked, where is that damn thing? About encryption, they say there is no such thing in configuration. Interesting. Only when you start it, you just mark and you have to put the thing. Speaker 2 00:01:46 Yeah. Um, Speaker 1 00:01:47 Okay. Yeah. Speaker 2 00:01:50 So I am working with Peerless to increase their internet speed because they only have 50. Speaker 1 00:01:57 It's definitely not enough. Even with easy backups, small backups, it wasn't enough because it couldn't push even smallest. Server TS or something like that. And what, how soon it's going to be. Speaker 2 00:02:22 I I don't know. I'm waiting on them to give me a quote back. They're supposed to give me that today. Speaker 1 00:02:28 You know what I'm asking because in theory, I can start it right away, But it does make sense because it will accumulate the volume that should be pushed through the internet. And that's it. On the other hand, Robert backing up with that what is So we use the send system. So right now it's not in Iraq, but, The sooner we start, Another problem when I follow the data recommendation that. Just ask for round trip and we'll put it everything in the cloud. And we've done it. So, but when we recreate, we will lose connection to the old backups. So we will start it over. Speaker 2 00:03:19 Okay. With. Speaker 1 00:03:21 New company. Let me. Speaker 2 00:03:24 Let me let me work on today getting the internet. Speed up. Speaker 1 00:03:34 Okay, as soon as I get the news from you, I will start it. Speaker 2 00:03:39 Okay, perfect. Speaker 1 00:03:40 The problem, another problem, we can't get that for free again. It's a really expensive one. I don't remember how much, but it was expensive. Especially with such a big round trip drive. Yeah. We can get it every quarter. And unfortunately we've done it in early April. So it's okay April, May, June end of June or maybe or maybe in July, we can have that thing. So we will just slowly push. Backups in the cloud through whatever you get the pipe size. Speaker 2 00:04:20 Okay. Perfect. Speaker 2 00:04:24 Y ep. Speaker 1 00:04:25 The only thing, because the unit is really big one, I can increase Keeping local backups longer. Usually our standard is one week. I can try to keep it for I don't know, maybe month. If it will be enough. So we will always have at least one month back backups. Okay. Speaker 1 00:04:52 Local ly, not in the cloud. Because it will take forever to push thoseterabytes. On the other hand, I don't understand, Christy. We do not push our own antivirus there. Speaker 2 00:05:10 Not yet. We are, but not yet. They have a couple antiviruses already. So we're slowly phasing them out according to when their contracts are up. Speaker 1 00:05:20 You know, because if so, if we push our own antivirus, then we could delete two servers. Speaker 2 00:05:28 No. So the thing about it is, is the EPO server is not just antivirus. It's also holding BitLocker keys. So you can't delete that server yet. Speaker 1 00:05:41 Okay. Yeah. So we do not have plans to delete some servers, like kind of TS server or We will. Speaker 2 00:05:51 But we're slowly moving to eliminate all those servers. Speaker 1 00:05:56 Okay, so I don't do anything. I just waiting for you. Yes, and as soon as you say they have good pipe, I will just. Started over. Yes. Okay. Thank you, Christine. You're welcome. It's a pity that we couldn't get it, but I understand, And these guys now, because it's really strange thing have such. Feature and doesn't have. In configuration, any mention of that encryption. Yeah. There is no such thing. Okay. Thank you, Christy. You're welcome Have a nice day. Speaker 2 00:06:38 You too Bye. Speaker 2 00:06:44 Okay.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=110da85b-c747-4fef-b5ca-9baa969e0816&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3ODE3MzIwNiJ9.CgoKBHNuaWQSAjY0EgsInPjO1veWlj8QBRoOMTAwLjUzLjI0Ny4yMTQqLEhLcVdQMFc3WHN1d0RFMllVVzlmTDJXU2JsVW1lU0I1MmpkZUd5K1VwUlk9MJoBOAFCEKIRVXxscAAQj26sn7euJ8hKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.TGfalpITcrGZ4Ak7XY1gkupgCs85h_Joi9QBRI4xhxA&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
06-16 Quiet Super Admin Redundancy to Stabilize Access Governance During Account Resets	## Core Synopsis Access control is being quietly restructured to ensure continuity: the Bravo account now has two super admins, with Speaker 1 elevating the other user to super admin and instructing discretion. The operational driver is succession resilience—if any one of the three principals (Speaker 1, the upgraded admin, or Robert) leaves, the remaining super admins can remove and rebalance roles without external dependency. The security backdrop is active: multiple account resets are pending, and Dr. Barbera is processing them after a phishing or credential compromise event that triggered regret rather than anger. The stakes are straightforward—administrator redundancy reduces single‑point‑of‑failure risk and accelerates response to access incidents; discretion limits social friction and potential privilege misuse. We are committed to maintaining at least two super admins to safeguard the org’s ability to self-correct rapidly when people or credentials change. ## Access Governance Stabilization amid Account Resets - Administrator Redundancy Implemented Speaker 1 conferred super admin rights on the collaborator to ensure there are always two super admins in Bravo. Robert is the third named stakeholder in the admin orbit, but the operating policy is “always two super admins” to enable mutual removal if one departs. - Security Incident Context and Emotional Temperature Multiple accounts require resets. Dr. Barbera is working through resets and expressed self-reproach (“how could I fall for it”) rather than frustration, indicating an incident tied to social engineering rather than system failure. The reset workflow is active; Speaker 1 sent a reminder to keep it moving. - Discretion and Power Dynamics The new super admin status is to be kept quiet. The intent appears to be reducing intra-team politics and privilege signaling while preserving functional authority for continuity actions (e.g., removing/deprovisioning admins upon departure). - Operational Continuity Objective The core mechanism for resilience is role symmetry: two super admins at all times so the system can be self-managed without third-party dependency or lock-out risk. This also enables timely cleanup after staff changes or security events. ## Action Items **@Speaker 1** - [ ] Confirm Bravo’s administrator roster maintains exactly two super admins and document the removal protocol if one departs - [TBD] **@Dr. Barbera** - [ ] Complete the pending account resets and confirm completion to stakeholders via email - [TBD]	Jun 16, 2026	Speaker 1 00:00:00 Hi, can you do me a favor? Um, I want you to open up Bravo on your computer and then share your screen. I want to check something. Okay. Is Bravo. Ah, SCHARP or. Oh yeah, there's only one account. Yeah. Okay. Speaker 1 00:00:31 Okay, what do you need to check? Okay. Uh go to the settings button on the far left. Click on this one? Yeah, go down to settings. Okay, and click on administrators. Speaker 1 00:01:09 All right. Okay, I made you a super admin to see if that was the correct one. Um, uh, so just don't tell anybody you have it. Okay. What what are we doing? No, I was uh upgrading your access so that you and so like if me or you or Robert leaves, um you can remove one of us. So there should always be two super adminships. Oh okay Does that make sense? All right, good. It is a day. Doctor Barbera okay? Yeah, he's he well, He's he has a lot to do because he has a bunch of accounts that need to be reset. So I just sent him an email reminding him what he needs to do. Good. Was he pretty frustrated when you spoke with him? Speaker 1 00:02:06 No, he's like he it's it's more like how could I fall for it, like emotion. Yeah, I get that. He was not frustrated. He he just. Yeah, I get it. And, we have a message about the other accounts then losing. Okay, good It's It's been a day. Speaker 1 00:02:36 Okay. All right. Let me know if you need anything. I'm going to jump back into this other disaster I've been working on. Okay, all right. Thank you, you've been amazing. All right, you too. See you tomorrow? Yes.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=8d2496ad-f131-4732-9422-eb08499b2fae&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MTY1MDgyMyJ9.CgoKBHNuaWQSAjY0EgsItrvRrJb_pT8QBRoLMy45MS40MC4xMDMqLEgrcXNZNGgyWDEzdkpydVRNTVhXbi80R1dkRHJmbmQ1TCtuK21pOExaQlk9MJoBOAFCEKIeSgAP0AAQzpkAsjUXEwxKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.v0LLQ5gb7mzom-Bac17U6TRoHJiXHzI_jZWFJjLYBbM&ApiVersion=2.0	—▾	Complete all pending account resets and confirm completion to stakeholders via emailConfirm Bravo maintains exactly two super admins and document the removal protocol if one departs	✓	—▾	—	—	—	—	—	✓
05-21 Project Coordination Meeting: Deposit Status, Onsite Schedule, AP Placement, and Boom Lift Logistics	## Meeting Information > Date: 2026-05-21 11:00:03 > Location: [Insert Location] > Participants: [Speaker 1] [Christi] [Speaker 3] [Speaker 4] [Speaker 5] ## Meeting Notes - Deposit and Financial Processing Status - The deposit check for the project has been issued and is in transit; expected to arrive within the next couple of days. - The delay was due to backend changes and a new CFO; new wiring and check systems are now in place. - Christi reconfirmed the down payment is approved and being sent. - Conclusion: Deposit is approved and on its way; minor delays acknowledged. - Scheduling and Onsite Plan - The team plans to arrive on Tuesday (2026-05-26) in the late morning/early afternoon. - Christi has a hard stop at 11:30 and a penetration test meeting the same day. - Christi will be onsite Thursday (2026-05-28). - Saturday work is permitted if needed. - Conclusion: Arrival set for 2026-05-26; onsite coordination with Christi on 2026-05-28; Saturday work allowed. - Access Point (AP) Placement and Floor Plans - Christi will send floor plans with AP locations. - The director’s house AP should be placed in the hallway. - Main lodge exterior APs should cover the parking lot; Christi will revise floor plans to ensure coverage. - APs are already configured in the firewall. - Conclusion: Floor plans to be revised for parking lot coverage; hallway placement confirmed for the director’s house. - Equipment and Boom Lift Logistics - Boom lift is scheduled for delivery and pickup on Monday (2026-05-25). - Concern that pickup may occur when the team is not present; cost favors a weekly rental. - If pickup timing is an issue, the schedule can be adjusted; potential to park for accessible pickup without excessive grass crossing. - Speaker 5 will finalize ordering the boom lift. - Conclusion: Boom lift logistics under review; schedule may be adjusted based on site feedback. - Contacts and Onsite Coordination - Christi will provide the primary onsite contact (likely Kelly) and her phone number. - Christi will include Alex and Will (onsite facilities) in communications to assist. - Christi will CC Kelly on documentation and send updated plans by end of day today (2026-05-21) or early tomorrow (2026-05-22). - Parts are ordered and will be picked up from the supply house (likely 2026-05-22). - Conclusion: Contact list to be shared; documentation to be sent by 2026-05-22; parts pickup imminent. ## Next Arrangements - [ ] Christi to send revised floor plans with AP locations, ensuring parking lot coverage, by 2026-05-22. - [ ] Christi to provide primary onsite contact details (Kelly) and phone number, and CC Kelly on all documentation. - [ ] Christi to loop in Alex and Will (facilities) on all documentation and communications. - [ ] Speaker 5 to complete the boom lift order and confirm delivery/pickup logistics for 2026-05-25; adjust schedule or parking plan if team is offsite at pickup. - [ ] Team to arrive onsite on 2026-05-26 in the late morning/early afternoon. - [ ] Confirm Saturday work availability with onsite stakeholders. - [ ] Verify receipt of the deposit check within the next couple of days. - [ ] Confirm exact parts pickup date (likely 2026-05-22) and readiness. - [ ] [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. Boom lift pickup on 2026-05-25 may occur without the team onsite; confirm whether timing or the parking plan needs adjustment. > 2. Final confirmation of the primary onsite contact (Kelly) and her phone number is pending; share to avoid day-of coordination gaps. > 3. Revised floor plans ensuring parking lot coverage are not yet distributed; risk of misplacement if installation starts before receiving updates. > 4. Clarify any remaining AP placement details for the main lodge exterior to avoid rework. > 5. Confirm the exact parts pickup date and readiness to ensure no delays for the 2026-05-26 start.	May 21, 2026	Speaker 1 00:00:00 I'm not sure what you mean. Speaker 1 00:00:36 Other clients. Speaker 1 00:01:15 The film was released on 24 July 2015. Speaker 1 00:01:56 Test a bear table. Speaker 1 00:02:26 I'm not sure what you mean. The film was released on 24 July 2015. Speaker 1 00:03:26 Hey Zach, can you hear me? Speaker 1 00:03:56 Yeah, sorry about that. Speaker 2 00:03:58 No worries. I've been sitting here working with your note taker in the background, and I considered telling it. I considered telling it that uh you owe me coffee next time you're in LA, but Oh yes. Yeah, But I've learned some that some note takers won't start until their owners jump into the meeting. Speaker 3 00:04:17 Yeah, This one's Fathom does a pretty good job of uh of doing it. Soum. Speaker 1 00:04:27 Let's see here. Okay, Speaker 3 00:04:34 So it looks like we're on for theum we're on for next week. Yes, yes. So I know there was some some issues internally withum. Speaker 3 00:04:50 On your side, As far as the you know, financing of it is concerned and all this other stuff. Andum I believe Blake told me yesterday that you guys issued a check out for the deposit. Speaker 2 00:05:01 Yes. Yeah, so it's being sent. You guys should get it in the next couple of days. Uh and I do apologize, It was some issues on the back end. Um we're we're making some changes and stuff, and we have a new CFO. So things just got a little delayed. Speaker 1 00:05:16 Yeah. Um. Speaker 3 00:05:22 So Um yeah. So that's good. We got everybody scheduled out and then you got with Greg. As far as theum access points on the outside of the buildings and things like that. Speaker 2 00:05:35 So I need to finish that up. That's what I was hoping Greg was going to be here, so we can finish all that up. Speaker 3 00:05:41 Sure. Yes. Okay, wonderful all right, we'll have him. Uh, go over to this meeting. There's another meeting, here's Blake. Awesome. Just talk on here. Hi, Chris. Hi. Speaker 4 00:05:53 You survive You survive yesterday? Okay. Speaker 2 00:05:56 Oh my gosh, I today is going to be even worse. I just need to survive this week, that's all Yeah. Speaker 3 00:06:04 All right, Chrissy i'm gonna I'm gonna jump to this other meeting. Greg might be on it if he is I'm. Gonna have him come over this one. Speaker 2 00:06:10 Okay no worries. Speaker 3 00:06:11 All right? Thank you. And yes, I do owe you coffee and lunch when uh I'm in LA next so. Speaker 2 00:06:18 No worries. Speaker 3 00:06:19 Yes. Okay. All right, we'll see you later. Speaker 2 00:06:22 Thank you. Yep. Speaker 4 00:06:25 Hi Chris. Hi. Uh, I get. Um sorry, it's a little crazy for me today, too. Are we? Uh, did you want to if Greg, if Greg is able to chime in just go over and I got something else? So I don't want to take any more of your time. Speaker 2 00:06:41 Yeah no. Um I have a hard stop at 11:30 I've got to jump into a uh pen test meeting. Speaker 2 00:06:49 So, but other than that, um, yes. Speaker 4 00:06:55 Okay. Well, we're all oh. I did want to ask you. Uh, so we're we're. We have a boom lift. Um being delivered and see we're going to schedule. We have it scheduled to be picked up on Monday. Um when when the team will not be there, is that going to pose an issue? And if it is, we can change it, Speaker 2 00:07:14 Let me check in with Kelly on that one. Okay? Speaker 4 00:07:20 It was just the the price point for renting the boomum for the timeline. It was cheaper to do a week than it was per day. Soum that's why I dropped that way if it's an issue. Yeah, we could change both. But if not, we could park it somewhere where it's accessible to where the company doesn't have to really come on grass too far to pick it up. Speaker 2 00:07:43 No worries. Speaker 4 00:07:45 Okay, all right, Great. Speaker 2 00:07:58 And I'm looking at the invoice on my end for the down payment. I just told, I was just telling Zach about that. It has left my visual, so it is definitely already approved and going out. So you guys will see that in the next couple of days hopefully. Speaker 2 00:08:21 We do have a we do have a new wiring, uh wiring system and check system, and we have a new CFO. So just a heads up, Speaker 4 00:08:30 Yep, understood I totally, get it. Okay. Yeah, no worries at all. Um don't know if Craig is gonna be able to join, uh, wanted to make sure you had everything that you could get answered. I told him he'd be there Thursday to. Go through the uh the APS with them. Um, But I told them they're all configured in the firewall and everything as well already. So, Uh I know they'll be able to jump up there Tuesday and get to work. Um Why don't I let you go and give me a response back? So, uh No worries. Think we're good to go at this point. And uh when you get up Thursday, any other open questions can be. Speaker 4 00:09:20 Address them. Speaker 2 00:09:21 Awesome, that would be perfect. And I'll send Kelly over a note after this meeting just so that she is aware and we'll be good to go. Speaker 4 00:09:31 Okay, thank you guys so much for your time. Speaker 2 00:09:34 You're welcome. Thanks and hi Greg. Morning Oh, oh hello, I wasn't aware of the meeting, Speaker 4 00:09:42 Almost almost let her off the hook. Speaker 2 00:09:44 You all yeah. No, it's okay, it's okay. I saw him jump on, and I was just going to let you talk. And. And then let him chime in in a second. I was cracking up. So sorry. You guys are the best thing to my morning right now, so. Speaker 4 00:09:59 Oh, good. I like this. Greg, she's going to ask Kelly about. Anything about the site that we need to catch up with on any of those items? So, we'll get that answer if there was anything that you wanted just go over with her regardless of the meeting yesterday, here we are. Okay. Speaker 5 00:10:18 No, just kind of the overall plan though. We plan to arrive uh Tuesday probably uh late morning, early afternoon. And then I'm going to start with the project. Then I believe you're going to come up on Wednesday, Chris? Thursday. Thursday. I wish it was Wednesday. We'll see you there Thursday. Yes, We'll see you there Thursday. Um hold on, let me pull up that email really quick. Just to make sure I think we have any other comments? Speaker 2 00:10:46 I'm gonna I'm going to send you guys over the floor plans with the A P locations. However, uh for the house for the director's house, we do want thatum on in the hallway. In the hallway? Yes. Speaker 5 00:11:03 Um okay. And thenum and then uh you confirm we could work Saturdays if needed. Um yes The director we're gonna do it in the hallway. Um I you provide, The model numbers, so I'm good with that. The main lodge, Are you still we still kind of up in the air on the locations of those two access points outside? Speaker 2 00:11:23 So, she did come back and and just ask that we make sure we hit the parking lot with those. So I'm going to go through and redo the floor plans today just to make sure that they're set correctly to how we want it. Um And then I'm going to That would be perfect. Yeah, I'm going to send those all over to you guys. I am going to C C her on these, uh, just so that she has it. Speaker 5 00:11:46 On the great. Um, I think that's kind of all my uh my open questions right. Oh and just if you could send us the uh the primary onsite contact, if it's gonna be Kelly. And if you could just provide her phone number, the best number to reach her at. Speaker 2 00:11:58 Okay perfect I will do that. Uh and then I'm also going to rope in. Uh they don't know this yet, but I'm going to rope in Alex and uh Will who are onsite facilities guys, uh so that they are available and know what's going on as well. Because I am going to rope them in to help me. That would be greatly appreciated. Yeah, so everybody's going to be in the loop with all the documentation. Look for that. Yeah, so look for that end of day today. If not end of day today, It's going to be early tomorrow morning. Just because Blake will tell you my week is crazy. Speaker 5 00:12:37 Yeah, we have all the parts ordered. Um, we're going to pick them up probably tomorrow from our supply house. Um, I got to just finish ordering the boom lift, and then uh, we should be good to go from there. Speaker 2 00:12:50 Perfect, thank you. Speaker 5 00:12:53 Thank you. Anything else? And you're saying nope? Nope, we're good. Speaker 2 00:12:57 All right. You guys are amazing and I will see you guys on Thursday, but I will be emailing you and talking to you guys I'm sure before then. Speaker 2 00:13:08 You have a good day. Have a good weekend. Speaker 1 00:13:09 Thanks. You too. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=45c36c55-81de-48a9-95dc-328256b9a58a&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3OTM5MDkwOCJ9.CgoKBHNuaWQSAjY0EgsI6L2lyd3bmz8QBRoMMTAwLjQ4LjYyLjkxKiwzYjd5VTJRUjlscGR1RktyRHlTTGQ0cXhNejIrd2FDN3h0TEprTHA3V3FBPTCaATgBQhCiFd7HCRAAEMKG0EbEl98yShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.NcHfrkLh3xB5hcgE4s94lxU8xjzEKxmgwozjgs0Q4aI&ApiVersion=2.0	—▾	Provide primary onsite contact details for Kelly and CC Kelly, Alex, and Will on all documentationSend revised floor plans with AP locations ensuring parking lot coverageConfirm Saturday work availability with onsite stakeholders+3	✓	—▾	—	—	—	—	—	✓
07-29 Weekly Meeting: Hudu Documentation and Client Updates	Client champion sync, continuation session (9:31-10:00am PDT, calendar entry 1895811 "Champion Sync Up Continued"). Round-table where each client champion reported documentation state in Hudu and named specific remaining gaps rather than a completion percentage. New standard agreed: before any client documentation is called complete, an L1 or the account manager runs three realistic ticket scenarios against it and reports failures. Reminders: fill in the client summary field, move ConnectWise-synced device data into device properties so serials and IPs are searchable, and explicitly call out anything non-standard about a client for new techs and L1s. Christi flagged that vendor-supplied IP/ISP data in Hudu for her accounts was found inaccurate and is being corrected. Meeting ran straight into the all-hands.	Jul 29, 2026	Speaker 1 00:01:05 Hi guys, good morning. Sorry I am a minute late. Speaker 2 00:01:10 Good morning. Speaker 1 00:01:13 Good morning. Charl says she's on a call, June's probably going to be a minute late, and then George as well. So this is just our continuation of our last call. Chris is here and Matt who's, Here too, who haven't been here. So, um, for summary or context for you both, Uh, we're just going to kind of go through each of the champions check in. What's the latest um for their company? And if they have any updates that kind of stuff. And does any Mike Pete anyone have anything on your guys' end that you need to say before we go into updates? Speaker 2 00:02:05 I guess I'll just comment. The last meeting we basically kind of went through and said, you know, we wanted everybody to make sure that they met with their clients, that they understood their clients' environments, That we were updating all the documentation. And just as importantly, maintaining it once we have it updated in Hudu. Um, But, we didn't get a chance to go around to each of the client champions and get some updates on where they were with that in our last call. So, we wanted to focus this call on getting updates for each of the clients from the client champions. So I think that was the purpose of this call, right? Speaker 3 00:02:42 Yeah, and just real quick, I do want to say I am seeing in a lot of the channels and inside conversations, people pointing out things aren't being documented. And so I love hearing that. So I just want to say kudos to the entire team. I think slowly we're starting to see the importance of good documentation, and I'm hearing people talk about it. So that's great. We want to call it out when things aren't properly documented. Speaker 2 00:03:06 Yeah, I think one of the things I heard when I first started here a year and a half ago is that IT Glue wasn't being referenced very much because people didn't have confidence that the data there was accurate, that it was being maintained, that it was very worthwhile. So part of what we wanted to do with Hudu, Was get it up to date, maintain it, and make it valuable for everybody. And the only way we can do that is by having everybody maintain it. So that's kind of the goal here. Speaker 1 00:03:36 Definitely. Okay, So I posted in well, let me post in this chat, too, just in case anybody needs it. I did finally document all the champions in Hudu, I posted it and pinned it in our client champion, and then Mike posted it in mine and yours, and Vince's chat as well. And Pete, I'll send it to you if you need it. Okay. So let me just really quickly get to this, then we can go through. I know Dima's out. Speaker 1 00:04:22 So, uh, we can go to George's here. George, anything on the Iron Gate side? Any updates on your side of things? Speaker 1 00:04:41 George Might be doing something. I'll come back to you, George. Uh, Ryan, what about you with Avalon? Speaker 5 00:04:52 Hello, just working through improving their documentation and everything else like that. Um, usual. Speaker 1 00:05:04 Okay. Um, John, anything for Hannah? I know I kind of touched last week. Speaker 6 00:05:13 Yeah, nothing too critical right now. They're about to purchase. They're trying to buy a domain or bring it over from an existing customer that's going out of business. Or it's a supplier they use, so that's probably one of the bigger lifts right now. They have about one hundred and two subdomains they want to get into GoDaddy. So working with them on that. Besides that, it is probably business as usual for them right now, nothing too crazy, just the normal requests access control those kind of things. Speaker 3 00:05:39 Okay great real quick. Just a reminder, if you are a client champ, please take the time after this meeting to add your name to Hudu under client summary. Speaker 1 00:05:53 I think everyone should. I think I looked at, I'm pretty sure that everyone should have theirs, but I'll double check. Like and if you haven't, please add yours by today. And I will check. Um, Speaker 2 00:06:12 Can we also as part of this Olivia can the client champion also tell us what if anything in Hudu? Speaker 2 00:06:22 We would say for that particular client is still outstanding as far as having the data added. So, so for instance, for Hannah, Would we say that for all intents and purposes, everything that we're aware of is entered for that? Or if we've got a gap, what is that gap so that we're aware of it? Like do we have, For instance, if they have on prem servers and we don't have on prem servers documented, is that kind of what we're working on that's not there? Or if it's something in Azure, Do we not have that in there but that's kind of our next priority to get updated. So, let's let's if we can call that out, then at least we sort of know what what's missing. And what our next sort of thing to tackle is. If we can maybe hit that as That's just an example. Speaker 1 00:07:12 Okay. Okay sounds good. Um, Well, I guess I'll start back Ryan with Avalon. I know that you're working on some things. Do, you want to call out what you what you're working on for Hudu documentation? Speaker 2 00:07:30 Or what gaps do we have? What's not in, what is not in Hudu for Avalon at this point? Or what's, what may not be accurate? Speaker 5 00:07:38 Um, I'm still going through the servers to find out which ones we can decommission when we move. Move them over to the SharePoint. So, servers mostly for Avalon. I'm still working through them, just trying to figure out what's running on them, what they run and all that good stuff. Speaker 2 00:07:55 Okay. When do we think we'll have that? Speaker 5 00:07:60 Uh, End of week is when I was tasked by, so okay, Speaker 2 00:08:04 Cool right. Speaker 1 00:08:08 John anything on your end? Um. Speaker 6 00:08:11 Overall documentation of the environment, I'd say nine, I'd say a hundred percent. Um, I have some gaps. Adrian pointed out some things I was missing in the onboarding. So I'm going to have those by end of the week. Uh, Mainly license purchases within Google Workspace, and then updating the template for onboarding within um MTX. It was still pointing to IT Glue on some of the links, so I need to remove all those old references. But that's about it. Speaker 3 00:08:37 Oh, sorry, Olivia. One more thing. And, just a reminder, : have an L1 or the account manager will act as the L1 s with John. He came up with a couple of ticket scenarios that might be common, And I pretended I was taking the ticket, and I was going through the documentation, And we actually found a couple opportunities to improve on the documentation based on that. So I recommend, i would make it mandatory for any of what the client champs working on documentation, when you think you're good, have an L1 or or myself or Vince or someone. Come up with three fictitious scenarios that that might be common, And let us go through the documentation to see how quickly we can fix it. And we have two, Speaker 1 00:09:16 We have two new L1s. So they are a perfect example. They have no knowledge, no prior knowledge, right? So, you can have them try something and then see where you where you need some improvements. Speaker 3 00:09:31 Yeah, to point out, John relies heavily on KB articles and I go through the menus. And. So I think it was an eye opener for John that like I needed the menus to get to where I needed to be. So okay, so I'll stop. Yeah, Speaker 1 00:09:42 Definitely. Uh okay, George are you here now? Speaker 7 00:09:51 Yes, I'm here. Yes, I'm here. George anything. Speaker 1 00:09:55 On the Westwood side? Um any updates and then any gaps in Hudu that you need to complete? Speaker 7 00:10:02 Gaps in Hudu, that's a work in progress. I always have a documentation ticket that I have on a weekly basis, I think or every other week. Other than that, this might be the wrong meeting for it, But I did get the okay for the project that I told you guys about the website. Speaker 7 00:10:36 I mean, the Westwood works, I mean. But yeah, no gaps in Westwood. I just need to continually work on the Hudu documentation. But that's a work in progress. Speaker 2 00:10:50 So George, in your opinion, if a new person looked at the Westwood Hudu documentation, You would say that anything that they looked up would be accurate and they'd be able to support? Pretty much anything that's based on the docs. Speaker 7 00:11:08 Accurate, yes. Complete, no. For sure there are going to be That's why I said earlier that it's a continuing process. But yeah for majority, not majority, but 90% of it is accurate. Speaker 2 00:11:26 And. Then what what are the major gaps that are missing? Is it, On-Prem, is it cloud? Is it servers? Is it like what what are the primary gaps? Like what's missing and how much is missing? Like are we fifty percent, are we ninety percent complete? Like what's. Speaker 7 00:11:44 I would yeah I would say more than more than sixty. Speaker 2 00:11:53 Okay. How do we get to go ahead. Speaker 7 00:11:57 Like um I was gonna uh, Yeah, go ahead. Speaker 1 00:12:01 Sorry, George. I was going to say like is it onboarding that you haven't documented? Like what's your next thing that you're documenting? Onboarding. Speaker 7 00:12:10 Is for sure, my my, my, my uh, my kind of my rock for the for for uh the documentation part, because that, that has seen a lot of changes. Uh it was still on-prem. And now it's purely cloud based. So. Some of the wordings have to be readapted to a purely cloud environment. Speaker 1 00:12:34 Okay, so then I'm going to talk to you about the onboarding and offboarding, and then let's have that be your goal for the next couple weeks. Okay, um, right. Anything on intratum side? Speaker 8 00:12:58 Hey guys, uh yeah, there's quite a few things going on at Intralim. Uh, there's been some policy changes re regarding compliance uh for cloud PCs, and also there is some policies implemented for uh bringing your own device. Um. So there's uh we're still working with Julia and Mike uh to get clarification on everything. And and so on, but it's going good there. Um, Otherwise something we can work on maybe documenting more for myself would be um understanding the client's internal processes a bit more. Um, So I had a quick call with Tatiana the other day, and I got a chance to understand how their ticketing system works, which was great. So um got a bit more information on that and can put that into Hudu. Speaker 8 00:13:56 But uh, that's about it for me. Thank you. Speaker 3 00:13:59 Yeah. Maurice I think maybe on the on the on the first homepage, we have make some sort of note under the quick notes like how they have that A B, D and compliance and stuff like that would be a good like tweak. Cool. Speaker 1 00:14:13 Okay coolum Charles not here Riddick Riddick's my Cottonwood person Riddick anything. Speaker 1 00:14:25 On your end. Speaker 9 00:14:27 On Collingwood, I guess things are stable. Just one or two tickets for Collingwood, and it's being managed by Charlene so far. I think it's just going to be computer setup. Um, The only thing that happenedum lately is Aaron requested me to have a list of their devices and theirum purchase. I'm sorry. Made date or created date. So that's something I think something is, um, I think maybe they are trying to monitor these devices or hopefully, they could purchase some devices because some of the older devices are kind of old actually. So I guess that's it from Collingwood so far. Speaker 1 00:15:11 Okay. Um, anything on the documentation side of things for. Speaker 9 00:15:18 Collingwood? Documentation? Hmm. Documentation so far, I don't see anythingum uh missing. Um, I had few call with tickets this week and when I check excuse me and when I check out ITG, it's there. So if I see something, I'll just keep up updating. Speaker 3 00:15:39 Real quick Riddick same same thing with Maurice. I'd make a note in Confluence explaining the importance of JumpCloud. Because if i've never remember, you want to pretend like you want to make the documentation to help someone who has no. Knowledge of Collingwood and JumpCloud are a key component. Speaker 9 00:15:57 I think there's an documentation, but let me just review it. Yeah, I'll make it for an L 1 or maybe slightly non- technical to make it more easy and accessible. Okay, I'll just review with that. Speaker 1 00:16:11 Okay, great, thank you. Speaker 2 00:16:12 Yeah, Anything that's unique to a client that you know, most of our clients for folks coming in are going to be very Microsoft- centric or. You know, 365 centric and then we've got a few that are very Google centric or, you know, unique. So anything that's like that we should call that out as as clearly as possible. If you know if we can so so that our our new folks or our L1s can see that clearly. Good call out Mike. Speaker 1 00:16:41 Right. Okay thank you uh Emil anything on Clappage's side? Speaker 10 00:16:49 Um, nothing. Nothing at the moment. Um, there's not been a real any changes or any. Anything, really crying in any type of updating. Nothing about that has occurred. It's just been one or two users that have been added. That's it Okay, Speaker 1 00:17:09 Emil uh for Clappage, they they don't have a client summary yet. Can you go in and fill that in? Before the next meeting, For this week, end of this week. I'll do that. Thank you. Uh okay. Sorry, I clicked away to go to Clappage, um Becker Carney? Speaker 11 00:17:40 Um so no changes on Carney's side. Um I'm just busy reviewing everything. So I found a couple of things that are old or. It's not detailed enough, So particularly with their onboarding or things that I saw on their onboarding that we don't have access to, but it shows that we should be setting that up. Like for example, the um smart sheets or by Terra for them. Um so we don't have any access to that. So normally, we reach out to Mark for him to create the accounts or remove their accounts. So um I'll just updating that and then check with them over the kinds as well. Um. Speaker 11 00:18:16 If, we might be able to get access to that or just so that we can correctly update our documentation and onboarding. So, um, highlights the steps that we need to take better. Um, And then I need to reach out to them for something else that I'm working on as well. Speaker 1 00:18:33 Okay. We should document their auto elevate rules as well. Speaker 3 00:18:37 Yeah, that's specifically yeah. Um Becker, if you don't mind maybe taking use of the related items for for Carney? Speaker 3 00:18:47 When you're in there. Speaker 1 00:18:49 Yeah. So that everything's connected. Speaker 3 00:18:51 Yeah, and then reminder, anything that syncs in ConnectWise, We want to move it to the actual device properties because it's not searchable like serial numbers, IP addresses, stuff like that. Reminder what you see in the in the where it says In Meraki or whatever, if that's if it's a ConnectWise sync, it's not going to be searchable. So okay, cool. Speaker 1 00:19:14 Okay, Patrick with Anderson. What you got? Speaker 12 00:19:22 So, um, Anderson has a lot. I've been keeping a list of things that we need to document. But as far as things go for them, um, They've been sort of stable, but they recently got into Claw and I spoke to them briefly about how to use it. Um but it's just general overview so far they don't have anything specific, Specific that they want to ask. I think they're still uh, they're still trying to test the waters. We've also had some interaction with um with Saks, who's their uh security camera vendor. So, if they have computers on sites that we don't manage, and it looks like the one in nineteen hundred or eighteen hundred, can't remember off the top of my head right now, Um shouldn't be rebooted because it's pretty much the main computer for all of their cameras on all sites. Speaker 12 00:20:14 So, uh, that one's critical. There's still a lot we don't know about it. So, that's probably something we might want to look into, especially since it's one of their critical systems. Recently, they've also been experiencing issues with their printers at eighteen hundred and nineteen hundred after the firewall switch. Um, getting them to IP printing worked. It appears and I've consulted with Kevin about this that the current firewall we have for them. Hasn't been configured for print text, So there are specific settings in text speed in order to uh in order to work. Um let me see SharePoint storage. Uh I think Matt's already working on that. Uh their offboarding process, I was supposed to work with Madison for that but she got offboarded, so I might have to work with Rebecca uh about that. They. Speaker 12 00:21:12 Still haven't provided me the um the final draft for their offboarding process. We were in talks last month about um the getting that finalized, uh but since Madison got offboarded, that kind of uh went to the back burner. So, we haven't had a portal created for them for their offboarding, since they wanted to use their own form for that pretty much kind of how they wanted uh, their onboarding done. Uh, their old devices still use the uh admin passwords of their previous MSP. And I I found that um for new computers, it's still creating admin accounts for their previous MSP. So I'm gonna need to try and find out where uh, where that's coming from. Uh most likely in Intune. So I'll need to try and find that and delete that. Speaker 12 00:22:07 Or maybe replace it with just as local. Maybe that's easier. And then I've been working with them every third and fourth week of the month of every month for their patching, since we have to schedule the reboots for their special devices, their security consoles and kiosks. There's that too. Speaker 3 00:22:31 Patrick, real quick, when you get a chance, can you update on their friendly name the location of the printers? Yeah, actually I am looking at it right now. You did a pretty good job with the documentation, but they have like four HPLJ M four hundred and four s. Speaker 12 00:22:44 Right, we've been trying to work that, But we haven't had a chance to get in touch with someone who could actually find the printers. And when I tried asking the users, Some of them have difficulty trying to figure out which computer which printer is, which. Okay, working progress. Speaker 3 00:22:60 Okay cool. Speaker 12 00:23:01 Yeah for documentation that's printers, And their printer use case, we've been trying to, we've been looking, Vincent and I have been looking to migrating them to Universal Print. Uh I've uh I've asked Juno to help out on that, and she had gladly accepted. Um We also need documentation on CCH and CDK. I think CDK is no longer going to be used, but um they recently got in touch with the third party vendor about that, so that they could. Speaker 12 00:23:34 Some data from previous years, particularly twenty twenty two to twenty twenty four. Um, we also need documentation on Genetech. Their Genetech camera system in relation to their Twin Gate subscription, because their Twin Gate subscription is currently free, But every time we would exceed twelve, it's going to start charging them for additional licenses. And then there's no documented UPS either in Toodo. Speaker 12 00:24:05 No, uh, there's no UPS indicated in Hudu, So I'm not sure if uh, if they're not using any UPS for their sites or if we need to have that documented. Probably do. Um We also don't have any info in their computer hardware standards. So I might need to check with Andrew and Rebecca about that. Yeah. Speaker 3 00:24:28 So for like the UPSs, either we create a ticket, we go on site, or when someone goes on site for the client chap and you're aware, just ask the onsite resource just to poke around. Get you some of that information. Speaker 1 00:24:39 Yeah Patrick reach out to You should reach out to Sue. And then next next time, she sends somebody on site to Anderson, just have them check on the UPS if there's one. And printers. Okay And printers Yeah sorry Okay Thank you Patrick, Um, Jams, Yanis. Speaker 13 00:25:03 So for them, there's nothing much except for the updating of the user list that we've requested from them now. And then as they give us any new applications they use or anything that's not in Hudu that I can find for them like Jams access calendars, Just adding that to the documentation then as well or as something new comes in from them. Speaker 1 00:25:25 Okay, great. Mike, you got anything on jams? Speaker 3 00:25:30 Jams is kind of a weird one, so no, I am looking but I don't. Speaker 1 00:25:34 I think it looks good. Okay, great. Thank you, Jonas. Gaston slash Robert, I need to talk to one of you guys make only one of you a client champion. Anything on sharp side? Speaker 14 00:25:53 Um most of the sharpum, Troubleshooting is is more towards hardware stuff, so I don't know how to like really document those. Um. Aside from that, I'm. Updating the KB on whatever I was working on, so if if there are situations where it's um. It's hardware related, I am kind of like stuck on how to write a KB for that. Speaker 3 00:26:28 Gaston, work with Christy or I can help you. Like for example, I know they have virtualization. You guys you guys have a bunch of like hypervisor hosts, right? Vmware or yeah, so that's something you can document because I don't see that in the Sharp listed. That'd be super helpful. Speaker 1 00:26:43 And then alsoum on Sharp side, can you fill out the client summary as well? Okay by the end of this week. Okay I know, we only have a couple minutes, so I'm gonna try to rush through this. Um, Matt, anything on Lyon? Speaker 15 00:27:04 So Lyon, Everything that was transferred over from IT. Glue is all accurate because I tested everything out before it was transferred over. And I was able to connect with a handful of the remote sites and get some of their documentation. And billing and a lot of other stuff documented. And so inside uh Hoodoo, there's actually a under, KBS, there's an infrastructure folder that actually breaks it down by site. So each site has their own folder. So each folder has ISP information, networking information, computer information all specific to each one of those individual sites. But, unfortunately, I've been kind of getting the runaround from each one of the sites. Kind of I've spent I sent four or five different individual emails and calls to each one of the there's four different managers at each site, and none of them have really responded. So. Speaker 15 00:27:54 I am about to send my fifth or so response to them to see if I can get it, but aside from that, I can't really get too much information to update it. But, there is quite a bit of information for each one of those sites that needs to be updated. Unfortunately, Speaker 3 00:28:07 Yeah, Lion's a beast. And I know what Matt's talking about; the leasing managers are terrible with communication. Yeah, yeah, that's right. It's just hard sometimes. But no, Um Matt actually did a pretty good job of documenting a lot of the hardware per location, which we never had before. So that's. That's good. Speaker 1 00:28:25 Great work, Matt. Speaker 15 00:28:26 Yeah, and I'm going to try to like I said last week, I'm going to actually try to get on the back end of some of these machines and see if I can just start doing some scans and get some of the information. And at least if we need to, We can get you know when we finally do get in touch with each one of the site managers, they can kind of clean it up as necessary. Speaker 1 00:28:43 Okay, great. Thank you Matt. And then Juno just became our Project Angel Food champion so Juno, I'm not going to call on you quite yet because we only have a minute, but Chris. Chris, anything on ability first sightings? Yeah. Speaker 16 00:28:58 So real quickly, um, I'll actually, one of those I'll just show in the all hands meeting, if Olivia, if you can give me a little bit of time. Um, but for ability first we ran into some issues. Um what we had documented in HUDU for IP addresses and ISP information. Uh we found out yesterday was incorrect. And uh, our vendor did not tell us that things had changed. So we are currently in the midst of updating that. Okay. Speaker 2 00:29:27 They provided us the wrong information. I think we got to jump to the all hands folks. Speaker 1 00:29:32 Yeah, okay, thanks everyone. Okay, bye guys.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=24909bcb-f7d4-4ab2-a61a-6ac3a83bfd3f&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NTM0ODI3NiJ9.CgoKBHNuaWQSAjY0EgsIgIqpirDntj8QBRoMMy4yMzYuNTIuMjI3KixWU2dBOHVhcHBtRHVhdlYwK1g5N2c1Rm50dk42TG56MTRjak4rNmt3dUl3PTCaATgBQhCiLBAqj6AAAPYYrkOYt9DsShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.5dG5u2GgKOawOdOX1wGC2gEGe5dCt5gli5bTfPAL11c&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	Crimson IT	885521 (0.48h, 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 Hudu Documentation and Client Updates.txt	—	✓
05-06 IT Security Training on Multi-Factor Authentication (MFA) Setup	# IT Security Training on Multi-Factor Authentication (MFA) Setup  ## Introduction and Session Objectives The virtual training opened with routine technical checks. Speaker 2 asked, “Hello. Are you able to hear me?” and Speaker 3 confirmed, “Okay, I can hear you.” Speaker 2 reported visibility of “Katie” but noted a black screen for another participant; Speaker 3 queried, “Oh, you can’t see me?” and, with Speaker 4’s offer to help, ultimately resolved their own camera issue by adjusting a knob and announcing, “Oh, there I go… I am here.” Speaker 2 praised the quick fix and, after brief small talk—including a light mention of a lunch spill and clarifying that she goes by Chrissy/Chris—formally began. Speaker 2 explained that she will share her screen, record the session for later viewing, and send handouts afterward. She asked about device types (laptops vs. desktops), clarifying that the first part applies to all computers while the second part is for laptop users and those with a “sharp” cell phone. She emphasized the purpose: setting up MFA on computers and Google accounts to satisfy HIPAA-related security needs. She noted this will become mandatory later in the year, and completing it now keeps participants “ahead of the curve.” The system will track compliance; non-compliance could cause issues in audits. Her role is to get everyone set up with MFA—“one of the most basic things” they can do. ## Step 1: Configuring a Windows Hello PIN The instructor guided the group through setting a Windows Hello PIN, stating that all computers must be secured with a PIN because it functions as a passkey. Navigation steps: - Start → Settings - In the Settings search bar at the top, type “hello” - Select Sign-in options - Choose “PIN, Windows Hello” She noted that her computer already had a PIN (only the option to change it appears). Setting a PIN is mandatory on all “crimson” computers. She urged participants to use six or eight characters; Speaker 4 confirmed the minimum is six. If users want letters, they must enable the option to allow letters. The instructor personally uses numbers only, advising the PIN be memorable (e.g., a first phone number). One participant’s system allowed only four characters; the instructor explained some systems differ and warned the organization may force an eight-character PIN within the next year. Her own crimson computer requires eight characters. If available, fingerprint or facial recognition can be added later, but the focus today is the PIN. Troubleshooting guidance included: - If “PIN, Windows Hello” shows “change,” a PIN is already set. - If “PIN, Windows Hello” appears “unavailable,” move on and address it later. - Alternate path: Start → Settings → Accounts → Sign-in options (third option). Participants can change their PIN any time as needed. ## Step 2: Securing Google Accounts with Two-Step Verification The session moved to strengthening Google account security. The instructor described two key methods: Google Authenticator and passkeys tied to the Windows Hello PIN. Google Authenticator setup: - Download “Google Authenticator” from the app store (select the multicolored star-shaped icon labeled “Google Authenticator,” not “Authenticator app”). - In Gmail, click the user icon → Manage your Google account → Security → Sign-in. - Turn on Two-Step Verification (you’ll be prompted for your password). - Choose Authenticator and add it on the website once the app is installed. If “change” appears, Authenticator is already configured. She noted Authenticator generates time-based codes that sync to the account. Passkey setup: - Under “Passkeys and Security Keys,” select “Create a passkey.” - Choose “Save it to my Windows device,” then “Continue.” - When prompted by Windows Security, enter the computer PIN just created. - Physical security keys (e.g., USB) are also supported. Policy distinctions and troubleshooting: - Desktop-only users may rely on the passkey and do not need Google Authenticator. - Everyone else should use Google Authenticator. - Other verification methods include Google prompt, phone number (texts), and backup codes. - If passkey setup fails (common on some older Windows versions), use the other methods for now; upcoming Windows upgrades aim to resolve passkey issues. Speaker 2 remarked that most people—“only 81 in the company”—had not created passkeys prior to this training. - On PIN length, some systems allowed four characters; however, six is the minimum and eight may be enforced within the next year. Her crimson computer requires an eight-character PIN, while a security key presents as six characters. Usage expectations and security behavior: - Users will not be prompted for Authenticator or text codes every time; Google recognizes the user and device, occasionally asking for passkey verification. This protects accounts from access attempts on other devices. - Skipping password entirely is not yet enabled for the company; the long-term goal is to simplify security without asking for passwords. - The instructor invited anyone experiencing issues to reach out or visit for individual help, jokingly mentioning she has chocolate. ## Session Wrap-Up and Future IT Initiatives Speaker 2 concluded the formal training by inviting those finished to drop off, while committing to remain on the call until four o’clock to assist others. She previewed upcoming training on Word and Google Drive, planning to host sessions in “twenty six ten” in the big conference room, with treats and interactive elements. She announced forthcoming emails containing IT policies needing signatures; directors will be informed at their meeting “tomorrow,” and a company-wide rollout is planned “within the next week,” with enforcement thereafter. She reiterated that Google’s recognition of user and device reduces frequent prompts, requiring only occasional passkey verification (entering the PIN), and reaffirmed the protective value against unauthorized access from outside the user’s computer. ## Post-Session Support and Informal Discussion After the main training, the instructor helped individuals one-on-one. She advised that older Windows versions struggle with passkey setup and the plan is to update everyone’s computers to a newer Windows version to fix this. Speaker 4 reported success: “We were able to make her PIN, and then we added it to the passkey.” Speaker 7 confirmed, “Okay, this is good. Thank you, Christy.” A support request emerged: Speaker 3’s badge is cracked; they were guided to open a ticket and to attach a photo of the number on the back of the badge. Speaker 2 showed her own crimson badge to illustrate the number’s placement. Speaker 3 is at location 2594. Speaker 2 offered to alert Gaston that the ticket is coming. The conversation then turned lighthearted: Speaker 2 spoke about pets—Bree’s new sister named Efa, a feisty baby kitten; Moose, an orange tabby, described as a mascot. Family updates included Speaker 3’s granddaughter graduating with her Master’s on the eighteenth (and on Speaker 3’s seventy-third birthday), and a great nephew graduating next year. Speaker 2 shared that her seventeen-year-old daughter committed to UC Merced for psychology, is interested in research, and is still deciding on a graduate program; Speaker 2 changed majors three times in college. The group traded friendly remarks about having multiple badges versus just one. ## Action Items - @Chris - [ ] Send out additional documentation to all employees regarding today’s MFA setup and procedures - [TBD] - [ ] Send out emails with IT policies that require signatures from all employees - [TBD] - [ ] Inform directors about the unsigned IT policies at the director meeting - [Tomorrow] - [ ] Roll out the IT policies company-wide and enforce completion - [Within the next week] - [ ] Give Gaston a heads up that the cracked badge ticket (from Shirley) is coming - [TBD] - [ ] Update employees’ computers to a newer Windows version to resolve passkey compatibility issues - [TBD] - [ ] Include a cat picture in the mass email planned for later this week - [Later this week] - [ ] Instruct Shirley to submit a badge replacement ticket after the upgrade and attach the badge number photo - [TBD] - @Shirley - [ ] Submit the badge replacement ticket for the cracked ID badge - [TBD] - [ ] Take a clear photo of the badge’s number on the back and attach it to the ticket - [TBD]	May 6, 2026	Speaker 1 00:00:08 The name of the town is derived from the river. Speaker 1 00:01:08 Okay. Speaker 2 00:03:56 H ello. Are you able to hear me? Oh. Speaker 3 00:04:04 Okay, I can hear you. Speaker 2 00:04:06 Perfect, I can hear you. And I can see Katie. Speaker 3 00:04:11 Oh, you can't see me? Speaker 2 00:04:13 No, I just see a black screen. But I will turn on my camera. Speaker 4 00:04:20 Okay. Yeah, Speaker 2 00:04:20 Miss Shirley, Speaker 3 00:04:21 Your camera might Be. He says," Oh no, but I'll never say no." Yeah, Speaker 4 00:04:28 Let me come check real quick. Speaker 3 00:04:32 Hmm, what's going on? Let me make sure this little knob is up here. Oh, there I go. Hey, did you get it? I am here. You got it on your own. Speaker 2 00:04:45 I am so proud. I'm not going to be able to do that. You guys are awesome. I love it. Speaker 3 00:04:54 Yeah, they helped me out a lot. So you Chrissy, right? I am Miss Brown. Yes, so you like you like Chrissy, Miss Brown or what Chris? What everybody calls me Chris. Okay, nice meeting you Chris. Speaker 2 00:05:13 Nice to meet you as well. Uhhuh. Speaker 2 00:05:39 Bear with me one second. Speaker 1 00:05:42 Uhhuh. I. Speaker 3 00:05:53 Was just getting ready to put it in the IT email. Speaker 2 00:05:57 It's okay. I for some reason the invites show that they got sent, but they also are looking a little wonky. So I decided just to go ahead and send you guys the. Speaker 3 00:06:13 In fact, we was looking for it. Speaker 2 00:06:16 I just said," I was like, something does not seem right here," so let me send that over to you. Speaker 3 00:06:24 Yeah, I was gonna send you an email for my badge because it wasn't working. It's not working, but we finna get an upgrade. Thank you very much for that. Speaker 2 00:06:32 You're welcome. We're going to be upgrading all the sites. Um, so yeah, they all went end of life. Ours is Friday. Yes, but we also had two sites we couldn't access at all anymore. So, we decided to just roll them into one company so that it make it a little bit easier for us. Um, And that way we can we can take care of all of you guys at once. Speaker 3 00:06:54 So on Friday we come down to the office. To the HR, everybody. Speaker 2 00:07:01 No, your badges will still work. We're just upgrading the system itself. Speaker 3 00:07:05 Okay, cause mine stopped working period before the system even maybe maybe they'll start working. Speaker 2 00:07:12 Yeah, If uh put in a ticket after we get uh after they finish the upgrade, and we'll we will take care of all that. And bear with me, I have a little issue at my desk that I did not notice until just now. Okay. Speaker 2 00:07:34 My lunch, I was eating in a hurry on a meeting, and my lunch apparently decided to leak everywhere. So. Uh- oh. That's bad. Speaker 5 00:07:45 It wasn't good, no. I just noticed it. I'm gonna work this. Once again. Oh, there you go. Speaker 2 00:07:59 Now, I am going to be just a heads up for you guys. I am going to be offering more and more trainings. But we are just starting on this, just to make your lives a little easier. On how to set everything up. So I am going to be sharing my screen. You are going to see certain things on my screen. Uh, in regards to that, so just bear with me. Um, and I am recording this call. In this meeting for everybody, just so that everybody, um. Speaker 2 00:08:31 Everybody can watch it a little bit later if you need some help. And I'm going to be sending out some handouts as well. So, Okay. All right, perfect. Let me go ahead and start sharing my screen in one moment, But I want to get everything pulled over to my screen so that you guys can see it. And also get my team's account off that screen, Or else you're going to see all of the jokes that my team likes to send in Teams. So. Speaker 2 00:09:02 All right. How many of you, because I don't have my sheet up, how many of you are laptop users? And you can use a little raised hand. Okay. And is anybody on here a desktop user? Speaker 3 00:09:19 Sometimes, if we connect ourum the uh desktopum. Charger to our computer, we can use the desktop also. Okay. Speaker 3 00:09:30 We don't use it, But it connects with whatever we'retyping on our laptop. It'll connect with the desktop. Speaker 2 00:09:38 Got you. Okay, good to know. All right, so what I'm going to show you can be done on. So desktop users will have to do this first part along with laptop users. So everybody across the board is going to have to do this first part. And, then the second part that I'm going to show you guys today is only for laptop users. So just a quick heads up on that. And the second part is is only for people with a sharp. Cell phone, just so that you guys are aware. And then I'm going to show everything to you guys. Very first thing we're going to do is you guys should have access to do this. I need to know if you don't, but we're going to walk through it all together. So, I have already set this up on my computer, but. Speaker 2 00:10:28 I'm going to walk you guys through how to do this on your own computers. And so, I would like it if you guys don't mind follow along with me. Okay. Okay. All right, so very first thing, I should share my screen. Let me do that real quick. And let me make sure that all of you guys are aware that most of this, if not all of it. Is going to be this allows us to be all HIPAA compliant. However, later in the year, part of this going to get. Um, part of this going to become mandatory anyway. So if you go ahead and do it with me, you are ahead of the curve. But if you don't do it with me, The system is going to know and I am going to be able to capture that. If we are audited in any way on IT parts. Speaker 2 00:11:24 This is one of those things that we will get dinged on. So that is my job right now, is to get everybody set up with MFA. And it's one of the most basic things we can do. So, is. Speaker 3 00:11:35 There any way you can make it larger? Speaker 2 00:11:37 Uh, let me try some things. Let me get this screen off. So I'm going to increase the size on that one. Um. Speaker 2 00:11:55 H ang on one second, I made an oops. Can you guys still hear me? Yes. Okay, good because my screen's just went blue. Speaker 3 00:12:06 You do. You did. Speaker 2 00:12:08 Yes, but hang on one second. Okay, there we go. That blew that up a little bit too much. Let me just drop that back down. All right. Is this much better? Can you see that better? Speaker 3 00:12:20 I'm trying to find my other glasses. Speaker 2 00:12:21 It's okay. I would loan you mine, but I think I think I left them at home. So, I have the screens as far away as possible just to see them right now. All right. So real quickly, if you guys hit start. And you go to settings. Stored. And then click on settings. You're going to see this screen come up. Speaker 3 00:12:55 Which one to the right or left? Speaker 2 00:12:57 The one to the right. I mean, in fact, let me minimize this for now because we don't need that one. Mhm. All right. Once you're here, Mhm. Um, you are going to go up to the very top. There's a search right here at the extreme top in the center. You're in type hello. Uhhuh. And when you do, hello, click on sign in options. Sign up options. Sign in options. Speaker 1 00:13:35 Hmm. Hmm. Mhm. Speaker 2 00:13:40 Okay. And then you're going to click on PIN, Windows Hello. Speaker 2 00:13:51 Now, I've already, my computer's already set with a PIN. So I can choose to change my PIN. Um, however, For me, I don't have the option to remove it because we make it mandatory on all of our crimson computers. So. So you should have an option there to set up your PIN. I am going to strongly urge you guys to do it either in six characters, I think is the minimum it makes you, or eight characters. Um. For my computer, I am on a eight character pin, and you can make that all numerics. It's kind of like with your cell phones, if your cell phone is got a pin on it, like. Oh, wait. I will show you what mine looks like. Speaker 5 00:14:34 It's not working for me. Speaker 2 00:14:36 What is it that you see on yours? It only allows us to do four. Okay, four. Speaker 5 00:14:43 I want a sharp uh. Laptop. Okay. I click, I click to start. I type hello and then, I don't get nothing else after that. Okay. Speaker 2 00:14:58 When you go to Start, do you see a Settings up here? Speaker 5 00:15:02 Alright. Follow. I'm gonna go back. Settings. Yes. Speaker 2 00:15:11 Okay, so click on Settings. And then go to accounts here. Speaker 6 00:15:22 Lisa Counts. Okay. Speaker 2 00:15:24 And then go to sign in options. Should be the third option. Speaker 5 00:15:30 Yep. Okay. Okay. Speaker 2 00:15:37 And then we're going to do a PIN, Windows Hello PIN. Now, if you have the option to do a fingerprint or facial recognition with your laptop, You are more than welcome to do those as well, but for right now we're going to just do a pin for today. And then you can go back and later doum facial recognition. Now on my computer now this is my personal laptop, but it looks just like a work laptop. Mine. Speaker 6 00:16:03 Says" unavailable." Sorry. Speaker 2 00:16:05 Oh, no, it's quite all right. If it's unavailable, then don't even worry about it. If you can see on my computer, the fingerprint recognition is unavailable for me. But the others might be available, and you are more than welcome to do that later on. But for today, we're just going to do the PIN for Windows Hello. Speaker 4 00:16:26 And I was wrong. It does it requires a minimum of six for your PIN. Speaker 2 00:16:30 Okay, good. Yeah, I know that they had updated it at one point, but I couldn't remember what they had updated it to. Speaker 4 00:16:37 So I realized that I was trying to add letters and you have to click. To allow letters. Speaker 2 00:16:43 Yes, you do have to. You you do have to make that change. I usually tell people. I'm sorry, Charlene. Speaker 3 00:16:51 I said I lost the screen. It's okay. I'm writing everything down and stuff, so can I do that? Speaker 2 00:17:00 You can. Yes, and I'll and I sent out the instructions. Um, the other day in an email, but I am going to resend them out for everybody. So okay. Speaker 3 00:17:12 I stopped on the six characters. Yes. Put it okay. Speaker 2 00:17:17 Yep. I'm a keypad number person. It comes from too many years in IT. So, I do all numbers on mine. Speaker 3 00:17:31 Oh, you can do numbers too. Okay. Speaker 2 00:17:33 Yes. You don't have to do letters. You can do all numbers. So, Okay. Speaker 2 00:17:40 And make it something easy for you to remember. Like mine is my mom's oat. Telephone number at her house from years and years ago. That's that one thing that you'll remember for the rest of your life is usually your very first phone number. Yeah, that's me. So, Speaker 2 00:17:58 Um, But don't, but you guys can go in there and make that change anytime that you need to go back and change that pin. You're welcome to go back and do the change pin. But going forward, All computers will be secured with a PIN because it's a passkey thing that you will be able to do. Okay. Mhm. Now, question. Yes. Speaker 7 00:18:21 Oh, sorry. I know you said to make a six characters, But would it be okay to only put four or it needs to be six? Um, it allowed me to do four. If it allowed me to do four, that's fine. Speaker 2 00:18:34 Yeah. Uh later on. Sorry, I had the hiccups. Later on. Within the next year, We're going to be doing some more stuff with your laptops to make them even more secure. So the system may force you to do an eight. Um, my crimson computer makes me do an eight for my PIN, but lets me do a six for my security key, which is. Interesting. Now, with if you guys can see right here, I've also got a security key on here. I do have a physical security key on my. Speaker 2 00:19:05 Computer. I can't unplug it because then I'll get locked out of everything. But, that is also an option if you have a security key and you want to use it. It's usually just a little USB item. So okay. But yeah, for now just do the pin. If, you want to explore this a little bit later and add in facial recognition or anything else, if you have those options. Feel free to do that as well. Okay. Now that's for your computer. Now, The next part we're going to do is we're going to do your Google accounts. And we're going to do those in two ways. One, We're going to use that PIN that you just set up to secure your your Google account. But then number two, we're going to use your if you've got a company phone, we're going to use your Company phone as a type of authentication. So if you guys are here on your phone, some of you have Androids, some of you have iPhones. Speaker 2 00:20:04 What I'm going to do is I'm going to have you download the Google Authenticator. And it looks like this. Mine has a lot of little codes that float through it, and then they'll change every few minutes. So me showing you this is not an issue. Um, But it will change those codes. And every I don't know how many seconds it does that. And so, and you will see right here, there's little countdowns. There's that little pie chart that's just kind of counting down until the next one comes. Speaker 2 00:20:34 Um, ignore the notification. My daughter arrived at school, which is interesting. She should be leaving school. I don't know with teenagers anymore. Okay, So on this one, you'll see if you watch real closely to my camera, it turned red and it's going to change in a few seconds. So these rotate through various numbers and they will sync with your Google account. So what we're going to do is you're going to open up, go to your email. Speaker 2 00:21:04 Right here. And, you're going to click on your little icon up here and go to manage your Google account. So you'll do that in Chrome. And then once you get there and you see the search Google account, you'll see your name up here. I'm going to go to security and sign on. So I'm going to click that. Speaker 2 00:21:35 And you're going to see a few things in here. Security sign on here, and then down here you're going to see how you sign into Google. Okay. Now I've already got some things listed. Um. And I'm going to show you guys what each of these are. Speaker 2 00:22:07 But very first thing we're going to do is we're going to turn on two- step verification, and we're going to choose authenticator. So, if you guys should see this prompt here that says. Authenticator, click on that. And then it's going to ask you to put your password in. Speaker 4 00:22:30 Yeah. Um. Speaker 4 00:22:34 Yeah, potentially even like. Sure. Turn off your sound. Speaker 7 00:22:44 You said we're going to press where it says authenticator or where it says two- step verification. Sorry. Speaker 2 00:22:50 You can do either. Um, you can click on this if it's not on. Mine's already on, so it makes things a little bit harder. It's going to ask you to enter your password when you do it. Speaker 7 00:23:04 Okay, because mine is off. Speaker 2 00:23:05 Okay, click on it so we can turn it on. Okay. Actually, you know what might be easier? I have a Google account that I don't think I've set up with authentication yet. I was going to do that soon. Let me go into that and see if I can do it. And takes you guys through exactly what's going on here. All right, so you guys get to see my nicer picture of me. We're going to go to security and sign on. And I do have two-step verification on. So if I click on that here, same exact thing. I'm going to get rid of that screen because that's. Same thing. Turn it on, and then you're going to look here for Authenticator. Now I'm going to take you through two things. We're going to do Authenticator first. Speaker 2 00:24:08 So you're going to click on that and it's going to walk you through. Adding the authenticator. Now, heads up on your phone, you need to download and go to the app store. and download Google Authenticator. So I'm going to show you this from the crimson phone, which is an iPhone. But bear with me. Speaker 2 00:24:37 So you're going to do a search in the App Store for Google Authenticator. And when you do it, they're going to come up with a couple different versions. You want the one that looks like the pretty little Uh star sign that's multicolored that where my middle finger is tapping. That's the one you want to get So make sure it says Google Authenticator and not Authenticator app. Speaker 1 00:25:09 Okay. And. Speaker 2 00:25:19 Please make sure it's the colorful one. Because there are some weird ones out there that aren't the correct ones. So once you have that downloaded on your phone. You're gonna. You're going to click on the Authenticator app if you haven't already on the website that you can see on my computer. I have it where it says change, but you guys should have where you can add that. Speaker 7 00:25:51 Oh, I have change as well. Speaker 2 00:25:53 Okay. So if you've already got change, not an issue. It means you've already set it up. Um. Speaker 2 00:26:03 Let me know if I'm going too fast. Do, you guys need me to slow down and wait for you guys to catch up? Speaker 6 00:26:15 So I just added the authenticator to my Gmail. Do I have to do the passkey and security keys? Speaker 2 00:26:23 We are going to do those. Speaker 6 00:26:25 Oh, you have to do both? Speaker 2 00:26:26 Yes, I'm going to show you why in a second. Speaker 2 00:26:40 How about the rest of you guys? Are you am I going too fast for you or are you. Pretty good. Speaker 4 00:26:50 We're working on Miss Shirley. She doesn't have the authenticator added yet. Speaker 2 00:26:54 Okay. Not a problem. Um, Do you guys are you guys okay? If we go on or do you want me to stop and wait for a moment. Speaker 4 00:27:08 You can go on. Speaker 2 00:27:09 Okay. Under pass keys and security keys, we're going to create a passkey real quick. Now, I've already got security keys attached to mine. Like I said, I have physical keys, but I'm going to create a passkey with you guys. And. So what I'm going to do is I'm going to say create a passkey. And I'm going to say create a passkey here. And then I will say. Sa ve it to my Windows device. And I'm going to say continue. Now it's going to ask me to enter in my computer PIN. And I am the one that we had just set on your computers, what you're going to do. And now it's been added here. That's all we have to do. For that one. Pretty quick. Can. Speaker 4 00:28:05 You go over that again? Speaker 2 00:28:07 Absolutely. I'm going to delete this one, because this one is the easiest one for me to delete. So I'm going to go into Create a passkey. We're under Passkeys and Security Keys if you missed that part of it, so I want to make sure you guys are good there. Under Create a passkey, I'm going to say Create a passkey again on the window that popped up. And then I'm going to say continue where Windows Security is going to pop up and ask me if I want to do this. So I'm going to say continue again. It likes to verify and double verify. On the screen that comes up, it's going to ask you for the computer PIN that you just set. So I'm going to enter mine in. Mind you, eight digits. All right, and then once we've done that, now the passkey has been created. And that's all you do on this one. This one's very basic. Speaker 2 00:29:09 And then you hit done. So now every time I want to sign into Google, I will either use my authenticator My passkey that I just created with Windows Hello or my security key, which you guys don't have to worry about the security key. Now, if you're a desktop user only. This is the one you need. It's the desktop key, it's the passkey. You don't have to use Google Authenticator for everybody else. You need to use Google Authenticator. Speaker 2 00:29:52 Okay. How do you guys feel about that? But a little bit easier on that second one. Speaker 4 00:29:59 Did you not create a passkey before? Oh no, okay that's okay. Speaker 2 00:30:03 Most people did not create passkeys before. Only 81 people in the company had pass keys before. Before this training. All right, so if you guys can see on my two-step verification, I've got quite a few of them here. I've got the Google prompt and the authenticator. I've got my pass keys and security keys, which I have three of them. My phone number, and then you can also get backup codes. Now, phone number, if you want to set that up, is very easy to do. You can add a backup one, But you just add your phone number in and it'll send you a text message. And that's also a two-factor authentication that you can utilize. Okay. Any questions about this? Speaker 2 00:31:01 Or do you guys need me to show you anything else? Speaker 7 00:31:05 To me, I have a question. I am sorry. Speaker 2 00:31:07 It's okay, Arlene. Go for it. Speaker 7 00:31:09 Um, for the two step verification, um everything's good: the phone number, the authenticator, The Google prompt, but the passkey and security key, it keeps saying something is wrong. If. Speaker 2 00:31:21 You can't add that, but you've got all the rest of them turned on. I am not going to worry about it right now. Okay Okay. We can leave it like that, and then if your computer gets replaced, we'll make sure that we get it set up. So some of the Windows versions are. Are struggling with it a little bit, but they're older versions. So, what we're trying to do is get everybody's computers updated with a new version of Windows on it, which is actually going to fix that. Okay, sounds good. Thank you. You're welcome. Robert, did you have a question? Speaker 6 00:31:53 Well, Jack. Speaker 2 00:31:58 It's okay. I thought you said something, so I want to make sure I didn't miss it. Speaker 6 00:32:03 Okay, I thinkum. I have the same issue. Speaker 2 00:32:07 Okay, if you're having the same issues, not a problem. Um, but were you able to add authenticator? Speaker 5 00:32:13 Yeah, that authenticator. Speaker 2 00:32:15 Okay, perfect. And then you can also under two- step verification, You can also add your phone number as well and have it just text. You. Speaker 5 00:32:25 I did too. Speaker 2 00:32:26 Okay, perfect. One of the things I like going in here and doing is I like skipping password when possible. But it's not allowed for this account. I will fix that. Um, I don't know my Crimson password because one of our security verifications is not to ask people for their passwords. However, if we do allow that soon, we're going to enable that for everybody. Which makes it a lot easier for you. You don't have to remember a password, but you do have to just remember your passkey, which can either be your cell phone or other things like that. So just a heads up for guys, for you guys. We're going to make this as easy as possible going forward. Speaker 4 00:33:09 Okay, now put that thing over. Speaker 2 00:33:11 We want to make you guys secure, but we also understand. Technology is not all of your fortays. You are not like me, and trust me. Um. I've been doing this job for twenty eight years. I am getting old, but I will say you know, I understand. Hesitations and things like that. My job is to make your life easier where I can. So, if you guys run into issues, please let me know. Come by and visit. I have a whole jar of chocolate. I am glad to share with you all, and we can sit down and work on this if you need help, okay? Yeah. Speaker 4 00:33:49 So that's what this is basically. Speaker 2 00:33:50 Now, If you've already got everything set and you don't want to hang out here anymore, feel free to drop from the call. I am going to stick around until four o'clock. And help anybody who has any issues. But before you drop real quickly, We are going to do some training classes with you guys coming soon where we'll be doing things like how to work within Word and Google. Drive and all of that, so we're going to have some fun stuff coming up. I am going to try to do it here in. Uh, twenty six ten in the big conference room. I will be bringing treats and toys, and all of that to have fun with with you guys. Um, so once I announce those, get ready for that and feel free to come out here and join us. I'll be more than glad to walk you guys through anything you guys might have questions on. Okay. But if you've already set up your two factor authentication, feel free to drop from this. Because we are going to be. Speaker 2 00:34:46 We are going to be rolling this out within the next week and forcing everybody to move to this, okay? Speaker 7 00:34:54 Okay, just to verify, Arlene again. This is for, for example when we turn on our computer. It's gonna be to use it likeum, Like if we wanna use the authenticator to send a text message on our phone, we would just have to put in. What. Speaker 2 00:35:12 Is given on the phone? So the great thing about Google is, when I signed in today, I don't have to use authenticator all the time because it recognizes me. It also recognizes the computer that I am on, and it will ask me every now and then just to verify my passkey. So I will verify bytyping in my PIN, and that's it. And I go right on through. Speaker 7 00:35:39 Oh okay so we won't be doing this all the time no. Speaker 2 00:35:43 But, it will secure you so that if someone tries to access your account from away from your computer, they won't be able to access your account. Speaker 7 00:35:51 Got it. Okay. Thank you so much for clarification. Okay, this is good. Thank you, Christy. Speaker 2 00:35:56 No worries and hopefully I will meet you guys all in person soon. Speaker 7 00:36:00 Yes. Have a good day. Speaker 2 00:36:02 Thanks you too. How's it going for the rest of you? Are you guys good? Speaker 4 00:36:16 I'm double checking Miss Shirley's things. Speaker 2 00:36:21 Okay. I'm going to drop my my screen down just slightly. I made it almost too big. Speaker 4 00:36:34 We were able to make her PIN, and then we Added it to the passkey. Did she need to do anything else on her phone? No. Speaker 4 00:36:46 And I think you're good, Michelle. Speaker 3 00:36:47 Okay. I'm gonna send you aum. Yeah, send the. An email for my ticket for my. Oh, badge. Speaker 2 00:36:55 Yes, do that. Um, as soon as we make the changes for every site. Um, and we have access to all of the systems. We'll be able to update your badge and see what's going on with it. However, if you can do me a favor. I'm going to show you this real quick. Grab your badge when you enter the ticket in. And take a picture of the number. So, like this is oops, this is my crimson bag badge. I've had it for years, so ignore that. But this little number section here, um, Take a picture of that and send. Speaker 4 00:37:27 It in on the back side of it. Yeah, Speaker 2 00:37:29 Yeah, on the back side. Um, you can't see mine on this one, but it's right in this area for my sharp badge. Speaker 4 00:37:36 At. The top. Uh- huh. Yeah, I was able to. Yeah, I pointed it out to her. Speaker 2 00:37:41 Yeah, perfect. Yeah, I have too many badges. Any more badges on here and it's, G onna get a little too heavy. So, cause I have my sharp badge, my other client badge and then my crimson badge. Speaker 7 00:37:55 So, luckily we just have the one. Speaker 2 00:37:57 Yes, I am now jealous because I have four. Wine, I had to take off of this one because it was just not. It gets used weekly, but it doesn't get used all that often. So. All right. U m. Good. That looks good. Was it How was the pass key? Was the pass key a little bit easier once you guys got the pin figured out? Speaker 4 00:38:25 Yeah, yeah. I kind of get the whole process now. So if anyone in our program struggles, I can walk them through it. Speaker 2 00:38:32 Awesome. That is perfect. Thank you so much, Katie. What I am going to do is later today. I am going to send out an email to everybody who joined, but actually I think I am going to send it out to all employees. Um, we are going. I'm gonna send out some additional documentation that I made today. That might help, but also a heads up for you guys. I am also going to be sending some emails with policies. Um, that I need everybody to sign. So just a quick heads up on that as well. If you can let the rest of the program know. Um, I'm gonna, the directors are going to hear about it tomorrow in the director meeting. So. Okay. Speaker 2 00:39:12 We just have some IT policies that never got signed that needs to be signed by all employees. Okay. You guys are amazing. I'm so glad I got to hang out with you all today. Speaker 4 00:39:25 Uh, Thank you so much. We got this. Um, and yeah, we'll look for your email later on for the stuff to sign. Speaker 2 00:39:30 Awesome. It'll it'll probably be later this week. I've been sending out mass emails. Bear with me, I will include a cat picture this time. I already got called out for the not including a cat picture earlier today. Speaker 4 00:39:42 We're all here for Bree. Speaker 2 00:39:44 Uh, Bree has a new sister named Efa. Um, I'm here for both of them, but Efa is causing me to miss some sleep. I forgot how fun a tiny baby kitten is. Speaker 4 00:39:58 Yeah, they'd be feisty. Speaker 2 00:39:60 Yes, here's a picture you guys can see of Ifa. She is amazing and adorable and feisty. She Is very much the one that's the black cats for you. Yes, yesterday she wouldn't let me get up out of bed. Me find that picture. Oh, Speaker 3 00:40:20 So you for real got cats on? She did. Speaker 4 00:40:22 She has two now. Those are actually her cats. Those are real life. Speaker 3 00:40:26 Actually, There is three. No, Speaker 2 00:40:29 There is three yes So you guys don't hear about moose? Mo ose is Moose is my orange tabby. Here's Moose. All three of them together. They all have such different names. Yes, Moose is the mascot for Ability First, whereas Bree is your mascot. And if I get a third client, that'll be Ifa. Speaker 3 00:40:54 One of our drummers on the drill team, his name was Moose. His name was Moose. Speaker 2 00:40:59 Oh, I love it. My daughter named the cat Moose. So. U m, I have a seventeen year old daughter, who is off to college in a couple months, and I got her moose for her seventeenth birthday. And she named him Moose within five minutes of me bringing him home. He was a tiny baby. He was like that big. Oh, Speaker 3 00:41:18 That's probably not working. Oh, That's probably why. Speaker 2 00:41:22 Her badge is cracked. Speaker 3 00:41:23 Oh, cracked. It's cracked. That's probably why it's not working. Speaker 2 00:41:27 Um, which location are you at? Cause I don't know everybody's. Lo cation, Speaker 4 00:41:30 We're at two five nine four next HR. Two five nine four. Okay. Speaker 3 00:41:37 Oh, that's why it's not. Well, I just noticed. I just took it off the little thing. I am going to a graduation on the eighteenth. My granddaughter graduating getting her master'. That's awesome, she go She go to Clark, and my great nephew raised he graduate next year. Speaker 2 00:41:53 That's awesome What. Speaker 4 00:41:54 School did your daughter choose. Chris? Uh, Speaker 2 00:41:56 She committed to UC Merced. Speaker 4 00:41:58 She's going for psychology. Speaker 4 00:42:01 Okay. That's a nice campus. I walked around there when I was a senior in high school. Yeah, Speaker 2 00:42:05 We we just we went down there or up there a couple weeks ago. It was very nice. Yeah, Speaker 4 00:42:11 I am from Modesto, so that's my that's my area. Man, Central Valley. Speaker 2 00:42:17 Yeah, that was my third time driving through Central Valley. Next time I am taking an adult friend. Yes. Yeah, cause I was the only adult. And the only one with a driver's license in the car. It's multiple teams, so next time, yeah, Speaker 4 00:42:34 That's what the Amtrak's for now. Yes. Speaker 2 00:42:37 Yes, she didn't want to take the Amtrak, and I don't blame her. Speaker 4 00:42:42 I did that a lot. Yeah, that's the ninety nine. Yeah. Off the ninety nine. Yes, Speaker 2 00:42:50 It was beautiful campus. I loved it. Speaker 4 00:42:52 My daughter went to Humboldt. Yeah, UC Merced's nice. It's very uh it's new, so it got a lot of good technology over there. Of course it's new. Yeah, one of the newer UCs built. Speaker 2 00:43:02 She she decided on it because there's a lot more research opportunities for undergraduates. And she's very much interested in researching. So she wants to do that. She's still trying to decide where she wants to go for her graduate program, though. Speaker 4 00:43:18 Oh, she has plenty of time for that. Speaker 2 00:43:20 Yeah, she keeps telling me. Speaker 4 00:43:22 Like, you could change what you want to research three times before that comes time to choose. Speaker 2 00:43:26 I changed my major three times in college, so yeah. Speaker 4 00:43:30 Yeah, I went to like four different colleges too. You know, life you grow, you change your mind and you're allowed to. Speaker 2 00:43:37 Yeah. Yes, she. Speaker 4 00:43:40 Look at your life, but Shirley. Look at your life and all your different chapters. Yes, Lord. We all have different chapters. Speaker 3 00:43:48 Chris sy, I'm I'm seventy three years old. Well, on the eighteenth. Speaker 2 00:43:51 I am sorry you don't look older than me. Speaker 3 00:43:54 I know that's what we tell her. Speaker 4 00:43:58 Well, that's why we need you parent partners, you know. Speaker 3 00:43:60 And my grandbaby's graduating on my birthday. Speaker 4 00:44:02 I know. It's going to be a big time, Miss Shirley. I love that we're going to party, party, party! Speaker 3 00:44:08 Yes. Granny gonna drop it like it's hot. Speaker 4 00:44:12 Oh my gosh. Oh my goodness, Speaker 2 00:44:15 I love it. Speaker 4 00:44:17 We're wild over here in children's, Christy. Speaker 2 00:44:20 That's okay. I love it. I love it. Uh, wait. So you guys are children? Speaker 4 00:44:25 Let's let Chris Brown uh do her life. Go to your notes, Miss Shirley. Okay, I got fifteen minutes until the next thing, so I am gonna send out that email. Um, so with her badge cracked, do you want her to add that to the IT ticket that it's cracked? Yes. Um. Speaker 2 00:44:43 I was gonna see Gaston. Will I'll give him a heads up that the ticket's coming and. We'll see what we can do. Speaker 4 00:44:51 Oh, all right. Let's pull it up, girl. We'll send it out. Thanks, Chris. We'll see you later. Have a great week. Yeah, one day soon. Yes. Alright. Bye. I'm sorry.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=0d827c1b-5995-4cff-b5e0-00c056a19df6&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3ODExMTMwMiJ9.CgoKBHNuaWQSAjY0EgsIovPHv_PylT8QBRoONTIuMjA3LjIzMy4yMTIqLHJkUnJJVDBHZEI0L290SHRxTjVXditNUG5lVVdWbk9uWFBTR21CdjI5eVk9MJoBOAFCEKIRGnNFEAAQqSL7j5Klr81KEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE._4MVuLP64zklDD-pFAb7yemCucrU6AwdU6l6FQRTGLo&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
07-16 Meeting: Ability First Hardware Inventory, ConnectWise Process, and EOS Client Communication	## 1. Ability First Hardware Inventory (Monitors and Docking Stations) Ability First lacks a current, trusted inventory of monitors, docking stations, and related hardware, creating operational risk and client dissatisfaction. Previous assignments to Kobe and Caleb were not completed, increasing urgency. Vana is identified as the trusted executor, with Adrian proposed to assist. An inventory tracking solution exists or is in progress, with plans to record data in ConnectWise. Completing this inventory is important not only for Ability First but also to support SCHARP requirements. Training the team on proper inventory processes is needed to prevent recurrence of gaps. ### Action Items - [ ] Perform a rapid, accurate inventory of docking stations, monitors, and related hardware for Ability First; capture all counts and details needed for tracking — Vana, Adrian - [ ] Coordinate permission and resource allocation for Vana (and Adrian) to execute the Ability First inventory promptly — Monty - [ ] Define and implement the process to enter the inventory into ConnectWise, including data fields and workflow; prepare for reuse with SCHARP — Christi - [ ] Develop and deliver team training on inventory procedures to ensure consistent future tracking and prevent gaps — Christi - [ ] Include monitors and docking stations (not just computers) in the inventory scope for larger clients and notify stakeholders accordingly — Olivia ## 2. Client Communications and Stakeholder Preparation (EOS Meeting Notice) Clients need advance notice that inventory efforts will expand beyond computers to include monitors and docking stations for larger accounts. Early communication aims to set expectations and reduce resistance, given historical difficulties with inventory efforts and scrutiny from clients (“getting raked over their coals”). The EOS meeting is the venue to inform internal stakeholders and prepare client-facing teams. ### Action Items - [ ] Announce in the EOS meeting that inventorying will include monitors and docking stations for larger clients, provide rationale, and set expectations — Olivia > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. No specific timeline or deadline was set for the Ability First inventory, despite described urgency; define clear start and completion dates to avoid further delays. > 2. The inventory data model and workflow in ConnectWise were not detailed; clarify required fields (e.g., asset type, serials, location, ownership), validation steps, and reporting outputs to ensure usable records. > 3. Training scope and participants were not specified; determine who needs training, the curriculum, delivery format, and a schedule to institutionalize inventory practices. > 4. The plan to extend inventory efforts to other larger clients lacks prioritization and resource planning; establish a prioritized client list, resource assignments, and sequencing to prevent overextension. > 5. Risk mitigation for historical inventory issues was not addressed; identify known failure points (e.g., access to sites, incomplete data, lack of accountability) and define controls (checklists, audits, sign-offs) to reduce the chance of repeat problems.	Jul 16, 2026	Speaker 1 00:00:00 Hi. Hey, so like bug where like I can hear the ring but nobody's calling me. Yeah, I've seen that one too many times myself. Um, uh, I know Vana reports to Monty, but um we need to get inventory done for ability. First, on some things, and Vaughn is the only person I trust to do it at this point. Just given everything else going on. Um. Like on the phones or on what? What are we talking about? New stuff. So hang on, let me pull Monty in the call she can if she can join us. So we got our US six minutes just FYI Yeah, I'm trying to I'm trying to do this fast. Um. Speaker 1 00:00:55 So I'll wait and see if she joins. Is she joined? Oh, hi Monty. Hi. Speaker 1 00:01:03 Um, so I need a favor from Monty, but let me talk it through with both of you. Um, Ability First, I know we're working on inventory and stuff like that, but Ability First we desperately need to get that done sooner rather than later. And the only person at this point I trust to do it is Vana because. Kobe was asked to do it, didn't do it. Caleb was asked to do it, didn't have time. You know, so we're running into those issues. And honestly, I don't really only trust Vana. So Monty, could I borrow her to do inventory? Speaker 2 00:01:47 Vana to do ability first inventory? Yeah, Speaker 1 00:01:50 We need to get docking stations and monitors. And things like that inventory. So we know what we have, and we're already working on a solution to keep track of that inventory. But I just need somebody I trust that can quickly do an inventory. And she's the only one. Speaker 2 00:02:07 Hold on. Okay, give me one second. Okay, I'm gonna log in right now, give me one second, let me put you on mute. Sorry Christi I'm like three thing hold on, but I agree from multitasking. Let me let me focus on you right now. Sorry, Speaker 1 00:02:22 It's okay. Um, basically all I'm asking for is a mini Monti, and the only mini Monti we have is Vana. Do we lose? Do we lose Monti? Speaker 2 00:02:36 She's good. Can she take Adrian with her? Speaker 1 00:02:39 Yes, absolutely. Speaker 2 00:02:41 Amazing. Okay. Amazing. Um, I think then there's nothing else. Speaker 1 00:02:49 Yeah, all right. Speaker 1 00:02:52 Olivia, I'm going to work on how we can do the inventory and get that into Connectwise because we got it. We got to do it sooner or later because we're going to need it for SCHARP too. Yeah, And then we just need to train with the team so that they actually know what they should be doing, you know? Yeah. So I'll get that done. Speaker 2 00:03:09 Okay, sounds great. Speaker 1 00:03:10 All right, Would you in the EOS meeting? Would you yeah That's if for you Monti Uh Olivia. Speaker 2 00:03:17 I'm on a phone It's? Okay. Speaker 1 00:03:19 Uh, Olivia, uh, Could you mention an EOS meeting that we're going to start inventorying not just computers but also monitors and docking stations uh for some of our bigger clients and just give them a heads up that that's coming just so they have some time to mentally prepare for those that are paying attention. Yeah. I'll let them know. I'll let them know. I am worried about any type of inventory given our history. You know what I mean? Yeah, but we're getting raked over their coals for not having this like badly. No, I know for sure. So it is something that we need to do. Yeah, you are amazing. Thank you. Okay, Speaker 2 00:03:58 Thanks Christi. Speaker 1 00:03:59 Bye bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=980334cf-e286-4a13-bc6a-7c7f47c89662&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDIyNDc2NSJ9.CgoKBHNuaWQSAjY0EgsI5PvD-bPZsT8QBRoOMTAwLjI4LjEyMy4xNzEqLG5SellaMkd4a2o2b1JkYzlMajRjNGphM3ZDdk9FSXE0NTRFVDZHQnlhYnc9MJoBOAFCEKIn4LPUEAAA9hisQMOHat9KEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.k1qPGDyL7TJuY6wuMY7R4RLivlTr5xRCXq1QqCWKmk8&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	—	covered by 878371 (Crimson block 8:07-10:20am PDT 7/16 overlaps 9:55-9:59am call); routed to Meeting Recordings & Transcripts/Crimson/	—	—	—	✓
08-07 Meeting: On-Call Schedule, System Access & Answer Connect Features	> Date: 2026-08-07 > Location: [Insert Location] > Participants: [Christi] [Olivia] ### Meeting Notes #### On-Call Schedule and Roster Management - The current on-call schedule is set to Kobe, but they discussed the correct primary and backup assignments. - Kobe is primary for the following week, with Jesse as the backup. - They discovered an interface for managing the on-call schedule and roster directly. - The team roster needs to be updated, as it still includes former members like Paul and Dirk. - Ray is on the roster for a specific reason that was recalled during the discussion. #### Access and Permissions to the Scheduling System - Christi realized she had access to the system when she used a link Olivia sent. - The system automatically populated her information, granting her access. - Christi sent an invitation to Olivia to grant her access as well. - Christi noted she had previously invited Pete to the system. #### Exploring Answer Connect Features - A new idea was proposed to forward unanswered calls from the "jam queues" to Answer Connect, including during business hours. - This would ensure all calls are answered by someone. - They explored the Answer Connect interface to determine whether they could add a new "live receptionist" service themselves. - It was unclear whether adding new services would incur additional costs. ### Next Arrangements - [ ] Olivia will meet with the Answer Connect representative on Monday, August 10, 2026, to ask questions and report back on what she learns. - [ ] Christi will ask support about the process and potential costs for adding services in Answer Connect. - [ ] Christi will resend the system access invitation to Olivia and confirm she receives it. - [ ] Update the on-call roster to remove former members (e.g., Paul and Dirk) and verify current assignments (Kobe primary, Jesse backup), keeping Ray for the recalled reason. ### 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 cost and process for adding a new "live receptionist" service in Answer Connect are unknown. A decision depends on this information. > 2. The user roster for the on-call system is outdated. There are no clear action items to remove former members like Paul and Dirk.	Aug 7, 2026	Speaker 1 00:00:01 Hi. Can you hear me? Speaker 2 00:00:05 You hear me? Wait, could you hear me the whole time? Speaker 1 00:00:07 No, I didn't have calling. Speaker 2 00:00:11 Oh really? See from my end I could see you, but I could. Speaker 1 00:00:17 I only did screen sharing because I hit the wrong button. Speaker 2 00:00:22 Oh no. Yeah, I was like oh, I didn't even know that. Learned something new today. Yeah. Speaker 1 00:00:30 So, this is this is our on call script that they do and they fill in, which is cool. I never knew this. Oh, Speaker 2 00:00:39 That is cool. Speaker 1 00:00:40 And then here's the on call schedule. And it's still set to Kobe. Speaker 2 00:00:48 Well, he they they changed it to be Kevin, Is the first and then Kobe's the backup, which is correct, but see it only showed. Speaker 2 00:01:00 Give up. What? Speaker 1 00:01:02 Okay, so they don't have secondaries. So somebody put it in but didn't give secondaries. Uh, let me see with Jesse, can I add a schedule? Who's who is secondary to Jesse? Speaker 2 00:01:18 Well, Kobe's primary next week. Speaker 1 00:01:22 Okay, who's Let me hang on. Speaker 2 00:01:24 Let me go look at the roster. Speaker 1 00:01:27 I didn't know we could do this. Speaker 2 00:01:30 I didn't either. I had no idea. Speaker 1 00:01:35 So, Kobe is primary next week. Speaker 2 00:01:40 Yeah, Kobe's primary and then Jesse's the backup. Speaker 1 00:01:48 Oh wait, wait, wait, wait, delivery method. Let me go back to Jesse I I realized I messed that one up, all right. So Jesse is not. It is Kobe. Speaker 1 00:02:02 Save. Wait, can we do? Oh, you have to do it for each day. Maybe. Speaker 2 00:02:14 That's why they like surely they can do it. Well, I have a meeting with them. Okay, so I was supposed to have a meeting with them at twelve, But then they never showed up, and then they were like, oh well technical issues. I was like okay. Anyway, so I'm gonna have a meeting with them early next week. But. Speaker 1 00:02:36 Ask them to ask how they do this, because I I would be very interested in this. But I was gonna see your team. Like who are all of these people? Admin. Oh, give you admin rights. Yeah. But you've been cool. Yeah, you've been giving uh. Oh, Paul is still on here? That's what I was saying. If some of these people. Yeah, look and Ray's on there? Ray is on there? Well, Ray should be on there. Sorry, I forget about that one. Wait Why Why is he on there? Ray because ofum oh, yes, yes, yes, oh, my gosh. I forgot about that, too. Speaker 2 00:03:27 Yeah, I forgot that we did that. Speaker 1 00:03:30 Yeah, I gave Pete. Let Pete know I sent him a message or I sent him an invite because I forgot that I had access to this. Look, Dirk is still on here. Yeah, Speaker 2 00:03:43 I saw Tim's login on Who Do and I tried to log in, but i couldn't get along. I couldn't get logged in so it's like maybe Chris has it. Speaker 1 00:03:55 Yeah, I did not realize I had it. When I clicked on that link that you sent, I used your link rather than touch or its co pilot. Um, And I uh and I clicked on the link, and then it automatically filled in my information. I was like, oh, I have. Wait. Speaker 2 00:04:21 So okay so I guess. Speaker 2 00:04:25 My question is, I'm curious like how they do, like. Because. Pete was saying that maybe an idea that we have is for the jams queues, that if somebody doesn't answer the phone, We just forward it to Answer Connect, even if it's like during work hours. So that way, somebody answers the phone. Speaker 1 00:04:47 I like that idea. That would work. Speaker 2 00:04:49 We can do that. So I was thinking, so I wanted to talk to them about it today. Butum. Speaker 1 00:04:54 It Looks like it's gonna be very easy for us to do. Live receptionist, uh one of these. Oh okay so live receptionist, which one is this one? CBRE after hours support. Speaker 2 00:05:11 Oh so we could just add a new one? Yeah but how do we change? And does it cost money you know? I don't know. Speaker 1 00:05:25 Okay, I'll ask. I'll ask support. Um, C B R E after hours. Does it allow me to save it? Will it save it? Oh, hang on. C B R E after hours. Hello, which one is this one? Business hours. There's one of them. Speaker 1 00:05:53 This one's Hannah's. Speaker 2 00:05:58 That's Hannah's? Yep. Well, we have a specific one for Hannah? Speaker 1 00:06:03 Yeah. What is Hannah's? You did it long time ago with Mike. I remember this one. What? Yeah, you were the manager. And this was primary. I. Speaker 2 00:06:17 Just blacked out, I don't remember. Speaker 1 00:06:20 Yeah, this one was you and Mike. Speaker 2 00:06:24 Oh, okay. So I could just add it. There's no cost. I mean, well, maybe there's a cost. I don't know, but yeah, there's a cost. Like oh, but we can add it though. Speaker 1 00:06:34 Yeah. Uh, I don't see how to add it though. Which one is this? Oh Welcome Ask Oh This is our chat one. Speaker 1 00:06:52 Oh, we could do a chat one. Yeah, I just don't know all the details about it. Okay, I am gonna ask all of these questions. Speaker 2 00:07:03 Next week. Okay, but that's so helpful that we can log in and do it ourselves. I thought this whole time that and also I didn't realize Answer Connect was so big like they apparently were voted like the best answering service in twenty twenty six or something. Speaker 2 00:07:21 So I'm like interesting. Twenty twenty six isn't over, but pretty cool. Yeah. So. Speaker 1 00:07:28 There's a lot of really cool things you can do. I did not realize this, I have not logged in in a very long time. Yeah. Speaker 2 00:07:36 Okay, Cool Cool Okay Well I'm gonna talk to whoever our like Get off. Speaker 1 00:07:41 My damn keyboard. Speaker 2 00:07:46 Um I'm gonna talk to whoever our like rep is on Monday. Sweet. And then uh I'll I'll if I figure out some answers, I'll let you know. Speaker 1 00:07:57 Yeah. I they just always connect me with someone to talk. They never give me an actual rep thing. Yeah, Speaker 2 00:08:05 That's how that's how they they've been doing it with me. Like every time, somebody responds is a different person. Yeah. Like oh my god. Speaker 1 00:08:14 Yeah yeah. Speaker 2 00:08:18 Anyways okay cool cool thanks Chris. Speaker 1 00:08:21 I just I just turned off my my monitor with my remote, because I was cleaning my remote with alcohol wipes. It was okay. Speaker 2 00:08:33 Also, did you send me an invite? Hey, fair enough, it's Friday. You did? Speaker 1 00:08:39 Yeah, sent you an invite. Can you double check? Speaker 2 00:08:40 I didn't get one. Speaker 1 00:08:42 Okay, sure it's mine. Let me find Olivia pending. Speaker 1 00:08:50 That's your email. Resend invitation. Maybe it's in Junk or perform. Speaker 2 00:08:55 Yeah, I'll go check. I'll go check. I just wanted to make sure it was the right email. Okay, I'll go look for it. Okay, bye Thank you, Ma'am, okay Bye I'm just realizing this on too I'm also doing that so goodbye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=afcef5ab-290f-4963-9281-7601c702f1f2&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NjUwODI0MSJ9.CgoKBHNuaWQSAjY0EgsIjLbzl8iKvD8QBRoNMy4yMzMuMjIxLjE2MyosVHFkdU84K0tmWi9XOUJZb1BrYnpjTnZJbWJtNHFkZHlnbjZVMXU1MUxzMD0wmgE4AUIQojBiZSfAAAALxx1lIafT10oQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.lmYCpG0RZiNjmHAyXtfbknVyyoAK4bbTxx31_CsYIGI&ApiVersion=2.0	Processed▾	Update on-call roster to remove former members Paul and Dirk, confirm Kobe as primary and Jesse as backup, and retain RayOlivia to meet with Answer Connect representative and report back on live receptionist service optionsDecision needed on whether to forward unanswered jam queue calls to Answer Connect during business hours+2	✓	Crimson Internal▾	Crimson IT	892292 (0.18h, ticket 956831, board 80, CIO(14)/workType 55, Crimson IT internal ops) - logged 2026-08-12 EOD sweep. Placed in the 11:29-12:30 PDT gap on 8/7.	tkt 956831 - internal note added (on-call roster + Answer Connect follow-ups)	2 - Internal Operations\Meeting Recordings & Transcripts\Crimson\Meeting Transcript - 08-07 Meeting On-Call Schedule, System Access & Answer Connect Features.txt	—	✓
08-04 Weekly Meeting: IT Infrastructure Upgrades and Budget Submission	## Meeting Information > Date: 2026-08-04 11:29:23 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] ## Meeting Notes ### Legal Request and Documents - A person possibly named Maria reportedly called in the morning. - She said she had submitted a lawyer request and already sent it in. - Documents were mentioned, but no specific document details were provided. ### Appointment Avoidance Starting Next Week - [Speaker 1] said that starting the week of 2026-08-10, they need to avoid certain appointments. - The stated reason was that attending would be “a mess” for them. - [Speaker 1] also said they would be respectful, but the statement was incomplete. ### Background Comment About a Person’s Birth and Possible Depression - [Speaker 1] mentioned someone who was born in a hospital. - [Speaker 1] said they thought the person may have had depression. - The speaker also said they were not really sure. ### Internet Performance Issues at 2610 Headquarters - [Speaker 3] reported that internet at 2610 is very slow. - The slow connection prevents remote access to camera feeds and other system resources. - Video conferencing is also affected when too many people are using it in the office. - [Speaker 3] compared typical residential internet speeds of five hundred megabits to one gigabit with the office’s one hundred megabits. - The current internet cost at the headquarters office is over eight hundred dollars a month. - [Speaker 3] asked Peerless to provide quotes for an upgrade. - The goal is to increase bandwidth and possibly reduce cost. - [Speaker 3] expects a significant improvement, including at least a fivefold increase in internet-related performance. ### ADT Access Control at 2594 Doctor Barrow - [Speaker 3] said the ADT access control and alarm system at 2594 Doctor Barrow needs to be turned on. - The office has never had that system active before. - Robert resent the related information on 2026-08-03. ### Budget Submission - [Speaker 3] said they submitted their budget to Cost Ship last week. - A copy was sent to Aaron and Crystal. - [Speaker 3] said the attendees should also have received a copy. ## Next Arrangements - [ ] Review Peerless quotes for upgrading internet at 2610 headquarters; confirm decision and implementation timeline. - [ ] Turn on ADT access control and alarm system at 2594 Doctor Barrow; assign an owner and target date. - [ ] Review the budget submitted by [Speaker 3]; confirm receipt by all attendees and provide feedback. - [ ] Avoid certain appointments starting the week of 2026-08-10; clarify which appointments and coordinate accordingly. > **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 internet upgrade at 2610 headquarters is still pending quotes from Peerless, and no final decision was stated. > 2. The ADT access control and alarm activation at 2594 Doctor Barrow was discussed, but no responsible owner or completion date was confirmed. > 3. The legal request and documents were mentioned, but the meeting did not clarify what follow-up is needed. > 4. The appointment avoidance request was stated, but the specific appointments and coordination plan were not clarified.	Aug 4, 2026	Speaker 1 00:00:00 Hi. Speaker 2 00:00:49 Good Morning. I'm good, how are you? Speaker 1 00:01:40 She says she can come up here first. She's got. Speaker 2 00:02:07 A lot of speed. Speaker 2 00:02:10 Was she here? She was. Yeah, she was here. Somebody called Maria or someone this morning. She said she put in a lawyer request and she already sent in. Speaker 1 00:02:31 The documents. Speaker 1 00:04:23 And then I'll leave you just. Speaker 1 00:05:22 Sure. Nothing's scary. Okay. Here's our strategy here. Starting next week, I need to avoid these appointments because I just don't want to go because it's going to be a mess for me. So just avoid these appointments. Speaker 1 00:05:56 Yeah, I will be respectful to the. Speaker 1 00:06:28 It's just more like, here, just a little bit about. He came out before he was born. He was born in the hospital. I think he had depression. Speaker 1 00:12:31 Well, I just think I'm not really sure. Speaker 1 00:13:42 [ 0m0 s12 5 ms - 0m 1s 345 ms ] [ 0 m2 s6 85 ms - 0 m3 s7 95 ms ] [ 0 m4 s1 65 ms - 0 m7 s89 5 ms ] [ 0 m8 s 235 ms - 1m 4s 69 5 ms ] [ 1m 4s 79 5 ms - 1m 6s 235 ms ] . Speaker 3 00:16:46 Yeah, Let me pull that. No worries. I was saying, let me pull that up. Um my my report from yesterday. Speaker 3 00:16:56 So what happens when you restart your computer, you lose everything you had. So a couple things that I want to bring up. While this is opening is right now. The internet at 2610 is super slow. And so we can't pull anything like. Camera feeds or anything like that from the system while remote, so we're looking at how to increase that. It also affects the um, Like video doing video conferencing, if too many people are on video conferencing in the office at one time. And things like that. Um so right now um your standard residential internet is usually between five hundred megabytes. Speaker 3 00:17:53 Um, of bandwidth to one gigabyte. Um, but the office for sharp is at one hundred gigabytes, so considerably slower than just a residential home. Um, I asked Peerless to get me some quotes in. Uh, So that we can look at what it would take to upgrade because right now, we're paying over eight hundred dollars a month for internet at the headquarters office. So it's The system has been in place for a while. We should be able to get a significant discount, um, and still increase the bandwidth. So I am working on that right now with Peerless just to get that in, um, and see what we can do there if we have some wiggle room. So, that's that's one of the first things I am working on that's going to affect everybody at headquarters. So, you guys would see some significant at least five fold uh increase in everything we're doing on the internet, including downloading things um. Speaker 3 00:18:50 Files and stuff like that, so that's one of the biggest things. Um, that I am working on and then. ADT access control at 2594 Doctor Barrow. We just if you have a chance Robert resent that to you yesterday. Just to get that access control and alarm system turned on for that office, it's never had that so. I am sorry. Speaker 3 00:19:20 No worries. My headset keeps fading in and out, so if I if I ask you to repeat, that's why. Okay. Yes. Speaker 3 00:19:42 And those are my two main updates. Um, I did submit my budget to Cost Ship last week for uh for it. Um and so I did send a copy Aaron and Crystal, you guys should have had a copy of that as well. You're welcome I think that was the main thing. Yes. Speaker 1 00:20:25 Okay. Speaker 3 00:21:30 Microsoft's a little slow today bringing things into Outlook. Speaker 3 00:21:45 I Think so. Is there anything that I forgot, Crystal, that you don't have? Speaker 1 00:21:51 Okay, perfect. Perfect. Speaker 1 00:24:49 Yeah. Speaker 1 00:27:41 The name of the town is derived from the river.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=a317731c-6fee-44df-942d-316356a7e011&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NTg3NTA2NCJ9.CgoKBHNuaWQSAjY0EgsI8oSn54CauT8QBRoNMTguMjA3LjIzOC42MCosV2VXT2pteFB4YTJQcjVxN3BJTGJnd0NmTlo0cWJVekFOZFlRbCtnU1JmST0wmgE4AUIQoi4GjNcgAAALxxqJ72KbEEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.nYUwQxMOB8tMNhYGP4IkNTnlhq6iY1P8y_xk2vE6kjg&ApiVersion=2.0	Processed▾	Assign owner and activate ADT access control and alarm system at 2594 Doctor BarrowConfirm all attendees received the budget submission and provide feedbackClarify which appointments to avoid starting the week of 2026-08-10 and coordinate accordingly+2	✓	Client Work▾	SCHARP	covered by 890722 (1.80h, ticket 965282, CIO/workType Admin, agreement Interim Managed IT Support) - entry window 11:20-13:08 PDT contains this meeting. No new entry; posting would double-book.	ticket 965282 - SCHARP - IT Recurring Check-In (8/4): Bandwidth, ADT Access Control, FY27 Budget	3 - Clients and Projects\Scharp\Meeting Transcripts\Meeting Transcript - 08-04 Weekly Meeting IT Infrastructure Upgrades and Budget Submission.txt	—	✓
08-13 Meeting: Westwood Financial Mail Intelligence App – Azure Deployment, Ada AI Triage, Security and Beta Resell Plan	**Client from CONTENT: Westwood Financial** (app lives in Westwood's own Azure tenant; Casey named as the Westwood CEO the deliverable is for). ~11.5 min (00:00:11-00:11:46). No calendar event. Christi demoed the Westwood Financial Mail Intelligence app to George Donato and Anton Mark (both Crimson), recording it as training for Casey. Covered: Azure website in Westwood's tenant with M365 sign-in; dashboard (emails processed, pending/overdue follow-ups); 'Ada' AI triage built on ChatGPT rather than Claude for cost; reads only the first 1,000 characters by security design and skips anything containing PII; all data stored in Westwood's Azure, closed loop; rules/categories, sender unsubscribe, Microsoft To Do follow-up push; AI drafts to Drafts only, never auto-send; meeting-transcript paste for reply context; optional daily briefing email; history retention controls. WHY FLAGGED (not a client-identity question - a scope question): 1. Christi states the app was built off the AdaptoIT / AdaptoInbox codebase. Standing rule: ConnectWise is ONLY Crimson business + client work, never AdaptoIT. 2. She states on the call 'Westwood is a complete beta. They're not going to pay for it,' while also saying Crimson was paid for the build hours. 3. Part of the call is resale strategy (whether Crimson resells the app to other clients), which is Crimson business development rather than Westwood delivery. Proposed if Christi confirms it is Westwood client work: ~0.20h (12 min) to ticket 948536 'Westwood Financial - vCIO Consult: Base44 to Azure App Migration & AI Governance', Senior Engineer(5)/workType 42. Alternative: Crimson IT internal (company 250) R&D. Needs her call. --- **SWEEP FLAG - 2026-08-24 EOD sweep (unattended).** NOT logged; needs Christi's call. Transcript runs 11m46s. Client IS verified from content (Westwood's own M365 tenant, westfin.com, George/Brett and K.C. "Casey" Bills on the call, Anton Mark from Crimson listening in). NOT LOGGED because of a scope split, not a client question: on tape Christi says the app is one she "built myself to resell" (the AdaptoInbox codebase) dropped onto Westwood's tenant, that "Westwood is a complete beta, they're not going to pay for it", and that Crimson's revenue came from the already- paid build hours. Standing rule is that AdaptoIT product work never goes to ConnectWise, so whether this demo is billable Westwood client work or unbillable AdaptoIT beta time is Christi's call. IDEMPOTENCY: not already covered. Existing 8/13 Westwood entries are 895359 (07:17 PDT, requirements thread) and 895368 (15:33 PDT, "demo follow-up and beta feedback correspondence") - the demo itself (~14:10-14:24 PDT) sits in the gap between them. CAP NOTE: 8/13 PDT is at 11.72h, so a 13-minute entry fits under the 12h band. PROPOSED IF CHRISTI CONFIRMS: Westwood Financial, ticket 958058, 0.22h (13 min), Senior Engineer (5), note "Westwood Mail Intelligence: live walkthrough of the deployed app in Westwood's tenant, Ada triage behavior, security design, and handoff recording for K.C. Bills." Or mark it AdaptoIT beta time and log nothing.	Aug 13, 2026	Speaker 1 00:00:11 Hello. Hi. Hi. Speaker 2 00:00:14 Uh, George especially is needed. Anton, You're welcome to listen in, if not, you can drop in, but I needed more than one person on this call because I needed to record it. Speaker 1 00:00:26 Oh perfect, I'm glad that I can be of assistance. Speaker 2 00:00:29 So Georgie, I'm not recording just yet. Um, Westwood is live. Uh, Anton, I built it off of the same stuff that I used for Adopto IT or the Adopto inbox, but it is Westwood. Um, done. I just got to get that. I got to get that removed just because. All right. Um, so I'm going to record this because I need training for Casey. Speaker 2 00:00:60 Come on. Oh, there we go. It did not want to click. All right, so here is the Westwood Financial Mail Intelligence. It's um it is a website. What we can do George is we can change the domain of it to something like uh mailintelligence dot westfin dot com or or however, we want to do it. So right now on an Azure website, it is in their tenant only. So this is all in there in Westwood's Microsoft. The stay signed in will sign them in, so we're going to sign in with Microsoft three hundred and sixty five. It is taking their work account. I am logged into the Crimson account and not the account that we made for me, So just be aware I needed to log in and accept things on behalf of the organization. So here's the dashboard page. It shows how many emails were processed. Speaker 2 00:01:55 What follow ups are pending? How many are overdue? Ada is our special assistant. So she is an AI intelligence. She is built on Chat GPT instead of Claude, just because it was cheaper for Westwood if we built it on Claude, I mean on Chat GPT rather than Claude because there were some ins and outs that caused us to hit a brick wall using Claude. Now what Ada did this week? And this is going on the last seven days. Three emails of triage. Three of them are filed out of the inbox into separate folders, and then there are some follow-ups. And sometimes the follow-ups will clear themselves, meaning they'll look at the responses and things like that. And it did not draft any replies for us. Now, A couple of things to note, : It only reads the first thousand characters of an email ;. It doesn't read the entire email, and that's by security design. Speaker 2 00:02:53 Meaning we don't we don't want the potential of PII to be in their system. So and so PII um P H I is just personal identifying information or PII. So I keep saying PHI, PII, sorry. Um so if it sees, there's a credit card number or a social security number, it's going to completely ignore that email and won't even bring it into this. Now, all the information is stored on a database within Westwood's Azure space. So it is all a closed loop system. Um, it will show it like this. So everything is stored as staying in Westwood. It's not going outside servers. It will show agendas, So when they're connected their calendar will connect, and then it will show recent activity. So here's the recent activity, um we do need to finish our pass. Speaker 2 00:03:52 Do training. So, um, Ada you can talk to it and you can ask Ada questions. And you can say, Hey, I want you to uh store your e. I want you to take this type of email and I want you to ignore it. Or I want you anything coming in from George or Casey or Brett needs to be changed a high importance and stay in my inbox. So, you've got some options there. It will you can say these type of emails should always be placed for follow up and follow up is part of Microsoft To Do. So if there's follow ups in here, you can choose to push it to Microsoft To Do if you want to. Um calendar is just going to show you your calendar, and then you can add events if you want to. Um meetings, You can paste a transcript in here for meetings. Speaker 2 00:04:44 And it will remember who was there, what was agreed, and then when someone from the meeting emails you, uh, the AI reply draft knows the context. And, the reason why we built it this way, it doesn't have the ability yet to pull Microsoft meeting transcripts, because Microsoft still doesn't have that ability to do it. But in the future when Microsoft allows that connection, We can pull those meeting transcripts, and it will keep a database of the meetings. But if they're using something else like Otter That records messages or records meetings, they can copy and paste that in there. So just a heads up. From here, they can build their own categories. We have some built-in categories that they can turn on or off. And these built-in categories have some options. So anything that's uh that we need to respond to, we're going to label it and keep it in inbox. And, we can tell it to clear from the inbox once read after 14 days. Speaker 2 00:05:41 Which means it goes into a catch-all place or goes into archives. So, client and important, We're going to keep it in box label, just means we're going to give it a category. All right, so these are the categories. We're just going to label it with these categories, and then you can choose from here what you want to do with it. You have options for do nothing, archive, flag for follow-up. You can label it and keep it in the inbox. So these are all of our options for our categories Anytime you make changes, you just want to sync it to the mailbox just so that it syncs. It won't sync automatically; it's a limitation of Microsoft. Okay, any rules you create with Ada, you can look at them here. So here is one of the rules ; it'll tell you where these rules came in place. So if it came from my chat with Ada, It's going to show, and we can turn off those rules here, turn them on or off. So just a heads up on that. And then senders um if there are senders in here and we see that. Speaker 2 00:06:38 They are subscriptions. They can unsubscribe to them by clicking here, okay? And then settings that's where we just go in. We can tell it to triage this inbox, track replies, different things like that. Ignore subscription that needs to be taken out. And then AI drafts write my replies before I get there. It will put it in drafts only. The system will not send emails so Nothing will leave your mailbox until you press and send it yourself. That way you can monitor it, and then you can do notifications turn it on or off, and you can put it on your home screen. Um, and so there's that. Um, this one's not working just yet; it's still in beta. And then you can also uh send yourself a daily briefing email every morning. Um, and you can tell it where to send it to. So, if you if you want to send it to like a personal email or things like that. Speaker 2 00:07:31 And you can include today's agenda, follow- ups, any to- do tasks, inbox activity, and anything you should prioritize and focus. And then how long do we keep your history before deleting it automatically? You can choose. And you have to say yes delete history. Okay. Any questions about this on anything I have not covered? Speaker 3 00:07:56 This this is for, Your deliverable to Casey, right? The specific request of Casey. Yes. The CEO. Okay, all right. Speaker 2 00:08:08 What do you guys think of the app? Speaker 3 00:08:14 Is it secure? Pretty good. Speaker 2 00:08:17 It is secure. It's in uh Westwood's Microsoft tenancy, so nothing is exposed, U m, and it is left to them they have to log in with their Microsoft account to access it. Have. Speaker 3 00:08:30 Other companies, uh, Crimson clients asked for this already or you you built it from scratch? Speaker 2 00:08:39 We'll talk we'll talk about that in a bit. Okay. Yep. Speaker 3 00:08:43 That's it. Speaker 2 00:08:43 So got any any questions about the app before I stop recording? Speaker 3 00:08:50 No, I'm good sorry I uh need to drop I'm, I want another call with the show. So, if you guys need me, just ping me. Thanks. Speaker 2 00:08:58 You're welcome. Okay, So I was recording that so that I can hand it off to Casey, um so that Casey has it and understands how to use it. Uh George, in answer to your question is an app I built myself to resell, but because Casey was asking for all the same stuff, I had already written in an app, I decided to take a copy of it and put it on Westwood because. They really didn't pay for my hours to build them a straight app, which would have taken over three hundred hours. So I just used the that's why you see some things on there. Um, I just took the coding and pushed it up to West FM. My biggest issues were just getting Microsoft to open some things up for us. Understand? Yeah. Um, Olivia, what do you think? Speaker 1 00:09:49 I love it. I think it's beautiful. I think everything you do, Chris, is lovely. And I was paying attention the entire time. I promise I was not multitasking. I was multitasking, Chris, I'm so sorry. Speaker 2 00:10:01 It's okay as long as you like the app So. Speaker 1 00:10:05 I do! I think it looks good! It looks like uh crimson. It looks like uh the similar to Crimson Boss You know? Yeah. Speaker 3 00:10:13 What's what's Crimson Boss? Speaker 1 00:10:15 That's a OneSource dispatch app. Speaker 1 00:10:20 I guess my only thing that I have, which is like doesn't really matter, but Chris, Could you uh fit the Westwood Financial mail intelligence to be like, yeah, a little bit more down? Speaker 2 00:10:34 Yeah. Remember that I I threw this together pretty quickly so. Speaker 1 00:10:39 Yeah yeah yeah yeah. Oh, I think it looks good. Yeah, um so yeah. Speaker 3 00:10:47 Yeah for basic functionality I think, Tweaks will come in later, but if it works, I am pretty sure Casey will find some more things to poke at. But for now, Speaker 2 00:10:58 I think. As long as he as long as he gives me constructive feedback, and I can make more money off of it using his feedback, I am happy with that. The. Speaker 3 00:11:09 Problem is how will you how will Crimson make money off of it? Speaker 2 00:11:14 Crimson is making money off of me building it and. Uh, the hours that they paid for it. So honestly, this a drop in and if they want updates, I'll update my main application and then push some updates for them. And that takes twenty minutes. It's not gonna This a complete beta test. Westwood is a complete beta. They're not going to pay for it. And then if Alonzo wants to turn around and resell it to other clients, we can do it Cool. Speaker 2 00:11:46 Uh okay, George, can you jump? Sure. I'm done with you. Okay. All right. Thanks, George. Bye, George.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=b4154d9b-f329-4df0-b487-f67907ec4262&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NjY1OTg4OSJ9.CgoKBHNuaWQSAjY0EgsIgtnA6urivD8QBRoNMzIuMTkzLjI0MS4zMiosOEdITmdrSmtXOGJJbHUzOFkza2IzbnJDWXZIdm1iQWVqQjJXQ1E0QXBidz0wmgE4AUIQojDzBIogAAAXdsVXQ9fc4koQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.uAN3IVdz6gaWScTOmB36tfrPnZnodKvt428SzCEkHnM&ApiVersion=2.0	Pending▾	Complete remaining training pass and share schedule and materials with WestwoodDefine process and timeline for collecting Casey's feedback and prioritizing requested changesRemove the Ignore Subscription setting item from the app+6	✓	Client Work▾	Westwood Financial	—	FLAGGED 2026-08-17 sweep - NOT logged. Needs Christi's call on the CW scope boundary.	3 - Clients and Projects\Westwood Financial\Meeting Transcripts\Meeting Transcript - 08-13 Meeting Westwood Financial Mail Intelligence App - Azure Deployment, Ada AI Triage, Security and Beta Resell Plan.txt	—	✓
07-28 Weekly Meeting: Project Status Updates and Process Coordination	> Date: 2026-07-28 > Location: [Insert Location] > Participants: [Speaker 1] [Pete] [Speaker 3] [Speaker 4] [Speaker 5] [Speaker 6] ## Meeting Notes ### **Project Status Updates** - **Project 2732 (Gryff):** Awaiting CoGen (Gryff’s third-party partner) to confirm a date for the new office setup. No date provided yet. - **ARC Communication:** Pete advised that for ARC, a phone call is often more effective than multiple emails. If two or three emails about a pending signature go unanswered, call Quincy or Brad. - **Westwood Project:** Fully set up with Claude. Awaiting Brett’s response regarding training needs. Also progressing on Casey’s request—70% complete and due in two weeks. - **Alere Project (Update):** Completion updated to 75%. - **Carney Properties (Update):** Completion updated to 60%. - **Barker Project:** Pre-project work for the Teams migration is underway, which is why they’re holding off on signing other agreements. - **Project 2317 (Interim):** Expected to close this month (July 2026). Sean is finishing his audit; a handoff to Mike is scheduled to review follow-ups with Tatiana. - Noted issue: a cloud PC self-reprovisioned; Help Desk has been informed via an update to Hudo. - **Project 2598 (Wayfinder):** Phase one migration completed. Phase two kicks off August 17, with a target completion date of October 1. - **Project 2588 (WineGuard):** Need to contact Anzor to determine next steps for the file structure cleanup. - **Project 2700 (Laprock):** Third visit on July 27, 2026, to address an internet issue. Six more devices are at HQ; twelve devices need Celerant POS setup. Awaiting a quote from Celerant, potentially for Help Desk training. - **Project 2729 (Alere):** Hardware estimated to ship July 31, 2026. Waiting on a service ticket to schedule an on-site visit for a July 29, 2026 delivery. ### **Process & Communication Coordination** - Project Managers should post a heads-up in the P1 chat on Teams before replacing a switch or firewall to keep the team informed and avoid unnecessary alarm. - Replacing a monitor or docking station is a service ticket, not a project. - Project Managers need to identify any projects that can be closed this week for final billing. ## Next Arrangements - [ ] [Speaker 1] Follow up with CoGen to secure a setup date for Project 2732 (Gryff). - [ ] [Speaker 4] Follow up with Brett (Westwood) on training needs. - [ ] [Speaker 4] Present work to Casey in two weeks (for the 70% complete request). - [ ] [Speaker 5] Sync with Mike and hand off Project 2317 (Interim); review follow-ups with Tatiana. - [ ] [Speaker 5] Reach out to Anzor regarding next steps for Project 2588 (WineGuard) file structure cleanup. - [ ] [Speaker 5] Update Hudo for several closed projects and include the cloud PC self-reprovisioning note. - [ ] [Speaker 6] Add Segi and Miguel to the P1 chat on Teams. - [ ] [Project Managers] Identify projects ready for closure and final billing this week. ## 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 decision on whether to have Celerant train the Help Desk for the Laprock project is pending a quote and an internal cost-effectiveness decision. > 2. The next steps for the WineGuard file structure cleanup (Project 2588) remain undefined and depend on a conversation with Anzor.	Jul 28, 2026	Speaker 1 00:01:17 And Then he gets it finalized, requested for final billing as well, and is ready to close. Then last I have project two seven, three two, this for Gryff for their co office move. So, I also had a conversation with Oz yesterday regarding this one. So we're still waiting for CoGen the third party. Third- party partner of Gryff for setting up the new office. So no date yet has been provided as of now. So that's all from my projects. Speaker 2 00:01:50 One other note, and I'm sorry to go back to ARC again, Miguel, but one of the things I've seen them send, Especially Brad multiple times is you know, there's a lot of emails, but sometimes it's easier just to make a phone call. They've sent stuff like that to us on numerous occasions. So, it feels like they're a company that likes people to call them when something is waiting. Instead of us just sending multiple emails. So if you want to, if you want to call someone like either Quincy or Brad, Maybe sometimes that's like if you've sent two or three emails asking about something that needs to be signed, it might be time to call them. I get the sense that they think if you've sent four emails, you should have called, you know last week. Speaker 2 00:02:38 Kind of thing maybe. So, I don't know. Speaker 1 00:02:41 I'm going to go through the whole later. Speaker 2 00:02:43 Just just as a as a guide for future for ARC, it just feels like they're one of those companies that says, you know, if you if you've sent me three emails, why didn't you call already? Then most companies aren't like that anymore. But uh, you know, I think they are so Got it Thank you All right? Speaker 3 00:03:02 Thank you Let's um go back to Christie's project. Speaker 3 00:03:08 Last is Westwood. Speaker 4 00:03:10 Yes, so met up with Westwood. They are set up with um with Claude fully, Um so one of the things I did ask Brett to get back to me because he was on vacation is what do they want to do for training, um at the same time we are also working through, um what uh what's his name Casey wants as far as help with Claude. And so we had that meeting last week, went over everything. I've got a few things I am working on for them, and it is due in three weeks or two weeks now. So, and actually I am about seventy percent done with that, but I still got to present it to Casey. But that meeting is set for in about two weeks. Speaker 3 00:03:55 All right, so this is seventy five percent okay. Anything else that they need to update on the presentation completion of their projects Christi? Um. Speaker 4 00:04:05 Let's update Alere to 75. Alere to 75. Speaker 3 00:04:13 Yes, and then Carney Properties, let's update them to 60. Got it. All right, okay, let's move on to Julia's project. Oh wait sorry um does anyone have an update for the quad takeover? Speaker 3 00:04:36 Or okay, all right. So let's move on to project two three, one seven interim for their compliance setup, device management MDM. Julia, Speaker 5 00:04:49 Before I do this, I just want to make sure I tell Christi for Barker. We're doing pre project work for their Teams migration. That's why they're holding up on on the signing up everything else because yeah, because they want to do that before. Okay. Um, all right, where is me? Intratum. Intratum is I think it's going to be closed this month. Uh Sean Sean is finishing his audit um I am. Speaker 5 00:05:31 Scheduled sync up with Mike to hand it off. Um, Because there's a couple of follow ups I want him to keep on his radar with Tatiana. And um, that's it really. We, we did had an issue with uh cloud PC re- provision by itself. Uh Olivia just FYI. We talked about it. I talked to Matthew about it. I told Matthew to talk to Maurice about it. And. You know, Update Hudo. So help desk is aware that this happened this one time just through provision by itself. Speaker 5 00:06:14 Uh, Project two five nine eight Wayfinder. We are complete with uh phase one migration. Um, I finally sent the email yesterday to Robert, and phase two will be resumed um August seventeen as a kickoff. Um, the plan is to move uh to complete phase uh two by October 1st. So I'm going to keep this here just so we have it. No, move it to hold. Project 2588 WineGuard file structure cleanup. I still need to reach out to Anzor to see what he wants to do. Speaker 5 00:07:01 Um, since he's back now, so I'll check with him. Project two seven zero zero Laprock workstation refresh. This one is a bit of mess just because it's Laprock right um. Basically, we had a third visit yesterday, trying to figure out the internet in their pool room. Um. We still have six more devices at headquarters. I think I believe today Monsi and Bana delivering some, and majority of their devices about twelve will need the Celerant POS setup. So before Vincent went on vacation, I talked to him about it, and he's like, okay, let's get. Speaker 5 00:07:58 Siller and quote to see how much it's gonna cost Ruben to set it up, and see if we can match that. Meaning that if help desk, because Siller has a quote when they can train our help desk, but Charles didn't want to do that because he said it's very complicated system. So, we're gonna see how much they want to charge um Ruben and see maybe we also. Do the training and then present Ruben cheaper option because it's good for our help desk to know how to do that setup, right? So they don't have to go to Celerant every time. So we're still waiting on that. And for Alere 2 729, um the hardware is estimated to ship. Speaker 5 00:08:54 7/31, so still waiting for it. And I'm also waiting for service ticket that was combined with this project to schedule on-site visit. And that is delivering tomorrow. Yeah, come on. That's it for me. All right, anything else guys? I'm working on several projects that were, Has been closed already, and I realize I didn't update the Hudo. So just FYI. Speaker 6 00:09:30 And if you guys for project managers, like if you guys are having somebody um replace a switch or a firewall or something, Can you guys just send a heads up in the P one chat on Teams priorum to actually doing the switchover? So that way my. Team is aware and we're not like all freaking out. P 1 chat, Speaker 3 00:09:59 Are we added in the chat, Ollie? Or in the P 1 chat, sorry. Oh, Segi I'll add you. Yeah and Miguel please because yeah. Speaker 6 00:10:13 Yeah okay let me add both of you. Speaker 3 00:10:20 All right. Okay. We'll um, sorry. Oh, we'll work on that. We'll put that as additional task for us. Okay, Speaker 6 00:10:29 Anything else? Oh, sorry. I was just going to say, usually Gabby's pretty good at it. She'll she'll remember um and she does it like just automatically. So just an. Speaker 3 00:10:40 FYI Perfect okay All right Thank you Anything else guys Uh what question question is. Um, what about for example replacing the monitor or replacing a docking station? Is that a project or just a service ticket? Speaker 6 00:10:59 Just a service ticket. Service ticket. Got it. Speaker 3 00:11:07 Okay, And then let me know if there are still projects that need to can be closed this week so that we can fully build them or anything any projects that. Speaker 3 00:11:22 Alright, thank you. If nothing else, I think that's it. Thanks everybody. See you next week. Thank you guys. Thanks guys. Bye guys. Thank you.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=f1eeb968-8ea9-418d-b057-e3808af92a9a&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NTI2MTgyNyJ9.CgoKBHNuaWQSAjY0EgsIuOfvkIe1tj8QBRoNNDQuMjExLjI3LjE0MiosZmlYZE5nNC9jUWNmcUNyNVhnV0hra1RLNUZLbnZhV2VNZ3hrcG8vWnorcz0wmgE4AUIQoiu9uOwgAAD50JgSr7n-1koQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.EJ3L9zg4uL5vlkSC3TNx8KtBeBmzaxj0DxEbz1AqzbI&ApiVersion=2.0	Processed▾	Present completed Casey request work to Casey in approximately two weeksIf ARC emails about pending signature go unanswered after two or three attempts, call Quincy or Brad directlyAwait service ticket to schedule on-site visit for Alere hardware delivery (Project 2729)+8	✓	Crimson Internal▾	Crimson IT	covered by 884574 (1.02h, ticket 961815, CIO/workType 55) - logged 2026-07-28	ticket 961815 - WEEK #31: Weekly Project Que Up Meeting	—	—	✓
06-05 Weekly Status Update and Operational Review	# Weekly Status Update and Operational Review  This meeting covers a wide range of topics, beginning with a personal check-in and transitioning into detailed project status updates for clients like Eldridge, Alere, Avalon, and Ability First. It then shifts to a discussion on internal team management, specifically reviewing employee stress surveys and data access. The conversation concludes with client budget forecasts, upcoming vacation logistics, and plans for a company social event. ------------ ## Personal and Professional Updates The conversation begins with personal updates from Speaker 1, who shares that her daughter has completed her finals and is set to graduate with a 4.38 GPA—a significant achievement from her starting 1.8 GPA. Her daughter will be attending UC Merced, a six-hour drive away, with enough scholarship funds to afford a single dorm room. Speaker 1 plans to take her to school on August 19th, part of her first year taking all school vacations, with her next official vacation starting August 22nd. She also details a significant shift in her professional life outside of the company; after a recent meeting with the Department of Children and Family Services (DCFSS) and her fourth live scan fingerprinting, she will pivot from traditional fostering. For the next six months, she will provide temporary transitional housing for young adults aged 18 and over, offering them a place to stay while they await permanent transitional apartments. This role will primarily involve providing a bed and a safe space, a less intensive commitment than her previous fostering duties. In response to Pete's security concerns, Speaker 1 confirmed that she already has a lock on her 1960s-era wardrobe, where alcohol is stored, as required by the CFSS. ------------ ## Client Project Status and Next Steps Speaker 1 provides a comprehensive review of key client projects. For **Eldridge**, she is finalizing the tabletop exercise report, which she promised to deliver to Paul, Sam, and Esther by the end of the day. The **Alere** project is progressing well; yesterday's meeting was successful, a weekly update was provided, and they have agreed to skip next week's meeting. Alere is also bringing in PDC, and team member Gabby has received her tasks for the upcoming week. The **Avalon** project kickoff has been postponed until after Speaker 1's return from vacation, around the 22nd. The **Ability First** project was completed yesterday, with the firewalls now back up at the camp. However, an issue was discovered: the outdoor Access Points (APs) each require two external antennas, not one as originally planned. This leaves a need for twelve additional antennas. While current coverage is good, this purchase will likely be deferred to the 2027 budget. Additionally, the team will take over management of the **Brivo** badge system for Ability First. As no one was previously maintaining it from an administrative standpoint, this represents a new value-add service that should be highlighted in future client reviews. ------------ ## Client Management and Communication Logistics The discussion transitions to managing client communications, particularly with Michonne from Ability First, who has been out of the office since her son was hospitalized on Sunday. Speaker 1 has been in contact with her via text and will call her this afternoon with a final project update. She will also send a formal status email, copying Pete to keep him informed. Pete notes he had previously emailed Michonne without a response, which is now explained by her absence. To ensure seamless coverage during Speaker 1's upcoming vacation, she will resend a reminder to leadership teams, directing any escalations to Pete or Mike. Speaker 1 will also provide Pete with cell numbers for Michonne and another key contact, Apollo, to facilitate direct communication if needed. For SCHARP, Robert and Gaston are aware of the vacation plan and know to contact Pete with any escalations. Speaker 1 also plans to take Michonne to lunch upon her return to discuss future plans and budget limitations in a private setting, as there have been issues with conversations being overheard in the office. ------------ ## Internal Process and Team Wellness Review The conversation addresses internal team wellness, prompted by Pete's request for access to the employee stress survey results. Speaker 1 directs him to the shared Excel workbook in the "Crimson IT general" Teams channel, which is publicly accessible to managers. They review recent submissions, noting several anonymous high-stress (level 4 and 5) entries with comments like "Lone Star IT man" and "Help Desk Stooge," which are difficult to act on without knowing the individuals. More concerningly, they observe that John has reported a stress level of 5 for two consecutive weeks, which surprises Pete. Speaker 1 confirms John has been performing well despite this. Pete expresses his intent to follow up with John directly. Speaker 1 reflects on her past practice of sending meals to colleagues she knew were struggling, a practice she hasn't maintained recently. ------------ ## Future Strategy and Budgeting Outlook Looking forward, the speakers discuss strategic and financial planning. A significant challenge is the upcoming Microsoft price increase, which will negatively impact Ability First's already strained budget. This year's budget is overspent due to unforeseen requests and the decision not to downgrade the camp's internet service. However, next year's budget for Ability First is expected to increase, allowing for new strategic initiatives, including potential AI projects. To supplement this, Speaker 1 plans to research technology grants they can apply for. In contrast, SCHARP has a healthier budget and is forecasting a 25% increase in employees by 2027, signaling future growth and IT needs. To better align with client strategies, Speaker 1 and Michonne will conduct a tour of all Ability First sites after the vacation to meet with directors and establish a formal IT committee. ------------ ## Pre-Vacation Handover and Logistics Final preparations are made for Speaker 1's upcoming vacation. She confirms that all necessary client information for SCHARP, Ability First, and other accounts has been migrated from IT Glue, and she has even assisted with migrating data for other companies. She will be working late to finish reports and create new knowledge base articles for SCHARP in Hudu, and may log in briefly over the weekend to complete them. During her vacation, she plans to take a couple of AWS AI courses for professional development. Speaker 1 clarifies she is no longer in the on-call rotation, but she is the second in line for escalation calls after Olivia, meaning Pete will likely receive them next week if they occur. Her personal plans for the break include cleaning, reading, and crafting a 3D puzzle with her goddaughter. The conversation concludes with both confirming they will see each other at a food and wine event on Sunday. ------------ ## Action Items **@Speaker 1** - [ ] Finalize the Eldridge tabletop exercises report and send it to Paul, Sam, and Esther - [By EOD Today] - [ ] Send a brief status update on the Ability First project to Michonne, and CC Pete - [By EOD Today] - [ ] Call Michonne this afternoon to provide a verbal update on the Ability First project - [TBD] - [ ] Resend the vacation notification email to leadership teams, directing inquiries to Pete or Mike - [TBD] - [ ] Send Michonne's and Apollo's cell numbers to Pete - [TBD] - [ ] Work with Brivo on the badge system for Ability First once login credentials are received - [TBD] - [ ] Assign the task of creating "how-to" documentation for Brivo for the central knowledge base - [TBD] - [ ] Verify two outstanding billing items - [By EOD Today] - [ ] Begin researching technology grants that Ability First can apply for - [TBD] - [ ] Take Michonne to lunch after returning from vacation and expense it - [TBD] - [ ] Pick up laptop from the shop - [TBD] **@Pete** - [ ] Send a notification to April, Marvin, Christi, Mike, Vince, and Jason regarding the upcoming Microsoft price increase - [TBD] - [ ] Call John to discuss his recent high-stress survey responses - [TBD]	Jun 5, 2026	Speaker 1 00:00:01 Good morning. Speaker 2 00:00:03 Happy Friday. How are you? Speaker 1 00:00:06 I am fantastic. Oh wait, karma. Speaker 2 00:00:11 I can imagine we've gone through a lot of craziness this week, Speaker 1 00:00:14 So yes, And then the uh fire alarms kept going off yesterday afternoon because they were testing to put everything back together. That was lovely, Lovely. Speaker 1 00:00:27 But I got sleep. And then I had to take my child to school, because she uh overslept herself. But, she uh, she has all of her finals out of the way, and that's good. Yeah, and she's going to graduate with a four point three eight GPA. Hey, Speaker 2 00:00:49 That's pretty good. Speaker 1 00:00:50 Yeah, especially since when she came to me, she had a one point eight. Beautiful. Speaker 1 00:00:58 Yeah, I just need to get the rest of the week done with her and next week and get her through the last couple days of school. And we're going so. Speaker 2 00:01:07 And where is she ended up? Where does she end up? Is she is she gonna go? Speaker 1 00:01:11 Uh, UC Merced. Okay. Yeah, she's got enough in scholarship. She could do a single dorm room if she wanted now. Nice, Speaker 2 00:01:21 Yeah And how far is that from you. Speaker 1 00:01:24 Six hours drive Yeah. Speaker 1 00:01:29 So I take her. My next vacation is August twenty second. This is the first year actually taking all school vacations, it's weird to me, Speaker 3 00:01:38 But good for you. Speaker 1 00:01:41 Uh, But we go up August nineteenth to take her to school and get her moved and go from there. All right, yeah, awesome. Um oh, Since we're talking about personal things real quick, I did have a conversation with DCFSS because I had to go on Wednesday to get my fingerprints done again. This is my fourth live scan in a couple of months, But I had a long conversation with my social worker who was actually there, and we adjusted what I am going to do with kids right now because don't because don't still living at home, and she turns eighteen soon. So, I am going to provide transitional housing. Speaker 1 00:02:22 Temporary transitional housing to eighteen year olds and up, Uh so they have a place to crash while they're waiting to move into their transitional apartment. So okay, it's gonna be it's gonna be a little bit different for a while. So probably be about six months. I do this um where? Yes, all I am doing is providing a bed and a place for them to stay. Yeah so pretty easy um but yeah, it's something that's needed right now. So I am going to jump in and do that because it's not going to take. It's not going to be something where I've got to go, enroll kid into a school and do all the normal stuff. It's just providing a place to land for a couple months. I. Speaker 2 00:03:01 Guess the one thing you have to do is be a little more cautious because you're going to have different kids going in and out, probably right at different times. So, you're going to have to be a little bit more like you're not going to get to know them as much, and yeah, I don't know. I don't know kind of one of those things where you don't really know much about them. CFS to. Yes, lock your stuff up and lock your booze up and lock your stuff, you know, whatever. Speaker 1 00:03:28 The booze is already in my wardrobe behind me, and there is already a lock on it because it's required by the CFSS. Speaker 2 00:03:33 It has to be yeah. You were telling me that that's a requirement either way, right? Speaker 1 00:03:37 Yeah So I put it in my wardrobe. I finally finished my wardrobe the other day because it's from the nineteen sixties, It was given to me, my entire bedroom suiteum And I put a lock on it when Dom, Before I got Dom when I was doing the first round of fostering, um, But now I moved it into my bedroom instead of where it was. And uh I got I put lighting in yesterday. So. Nice. It has lights. So nice. Yeah okay so next week is vacation, uh. Speaker 1 00:04:11 I am finalizing the Eldridge tabletop exercises that I promised to get to Paul and Sam and Esther today. I told them they would have it by end of day today, so I am finalizing that report. The Alere meeting went really well yesterday, and I gave them their weekly update. And we're going to skip next week, which they're one hundred percent okay with, and they're bringing in PDC. So Gabby has her marching orders for next week while I'm out. But that's the presentation we did. Mike said it was really good, so I'm going to take his word on it. He was in there. Avalon is not going to kick off until we're back, but I did have a meeting with Avalon, so that's been pushed to when I get back, I think on the twenty second. The Ability First project got finished yesterday because they were back out at camp. Speaker 1 00:05:07 Um and so the firewalls are back up. Uh, There are a few things that we did not realize that we need to I need to talk to Michonne and see uh about purchasing, which is twelve more uh, external antennas for the outdoor APs. Um, But that might need to be a twenty twenty seven budget type thing, because we thought it only needed one per each, and it actually needs uh, two per each. So okay, um because. Each one comes with two antennas, and so we bought one thinking that was going to be enough. But it requires two. However, the coverage is still really good right now, so we can wait until twenty twenty seven So how is Michonne? Speaker 2 00:05:51 How is Michonne with the project overall? Speaker 1 00:05:53 So Michonne's been out on an emergency out this week. However, she and I have talked a few times. Her son went into the hospital on Sunday, so she's been out of office. Um, she knows that she can reach out to me. She's reached out to me a few times, Butum I'm gonna call her this afternoon when cause she's still at the hospital. So I'm gonna call her this afternoon and give her the last update just so that she has that. Um and then we're going to wait until we get back until I get back, and we're going to go over everything. But as long as Kelly's happy, she's going to be happy. Speaker 2 00:06:29 Okay, would can you send her just maybe a a brief status? At the end of today or whenever, and just copy me on it if you don't mind. So I am kind of in the loop, And then that way, because I sent her a note last Wednesday or Thursday, after you had kind of you and I had kind of talked about the latest, and it was when you basically said things were went well, and there were a couple things you were going to follow up on, but in general things had gone well. Speaker 2 00:06:60 I basically sent her a quick note and said that you and I were tracking and things sounded like they were going well, but I wanted to see what her feedback was. I didn't hear anything from her, but then if she was going if she went out. She's generally not very quick about getting back via email anyway, so then if she went out for the week, that's probably another reason I haven't heard back. So um that way, at least i'm i'm looped in if you're out and she has any questions or whatever. Yes And you can let her know, If she needs anything while you're out, obviously she can. Speaker 1 00:07:33 She can reach out to you. Speaker 2 00:07:34 Ping me or whatever next week too, so. Speaker 1 00:07:37 Yeah, I am going to resend those emails. I sent out to the leadership team on both sides, Just reminding them that I'm out next week, and then that they can reach out to you or Mike. Okay. Um and then she's we have like we have texted back and forth. Soum so I know she's answering her text messages, but not as much email. Okay. Yeah, Speaker 2 00:08:01 And I don't know if I need like her's like her cell number or anything. Because I don't I don't know her direct contact info. If you want to send it to me, I am probably not gonna. I mean, I can put it on my phone just so she texts me. I know it's her, maybe yeah, not that i don't. I don't know if she will, but like, if yes, you know, if she does, i'd hate to not answer her call because i don't no, it's for callingum. And the same. If there's anybody at SCHARP that you think I should put in my phone to have their number in my phone. Like I have Doctor Barber because I had texted him when we were kind of going through the, you know, the initial discussions about whether we're doing their account or not. But um, yeah. If I need to add her, I I can do that. So Or, if there's anybody else if there's anybody else that you're working closely with at SCHARP. Speaker 2 00:08:58 Yeah, um, Obviously, Robert and Gaston, they should you should let them know to contact me if t here is anything that needs to be escalated while you are out. Butum, hopefully things are quiet. Speaker 1 00:09:10 I think they will be. Um, Robert and Gaston know, I got to go pick up my laptop later because I left it behind at SCHARP. Um, I realized that when I went to go this morning, it was it's very pretty outside right now. It's like the perfect spot on my hammock with a cup. And I went to go do that this morning. I realized my laptop was at the shop, so I'm gonna go buy a new one today. Okay. I almost sent that to my friend Peter Mallow. He, uh, he's a good friend of mine and every time I type in Pete, his name comes up first. So, I'm gonna send you Apollo um so that you have Apollo's and then I'll send you uh. Speaker 1 00:09:56 I sent you my shots. Speaker 3 00:09:58 Okay, cool. Thank you. Speaker 1 00:10:01 Yeah, And then the only other thing is we're going to take over Brivo for ability first. Brivo is the badge system; I know that system well because they do all the badges and stuff for SCHARP, so I am going to work with them on, And we'll go through everything once we get that the login credentials. And we should be good there, but they can help answer any questions until I get back. The only thing I don't think I'm going to get done today is the Brivo uh, how to do things and put that in the central KV. I'm going to assign that. Speaker 2 00:10:40 How much is how much is Ability First going to save by us doing that? Speaker 1 00:10:45 Uh, it's just going to be more of a protection for their admin accounts because. Of what happened this week. Speaker 2 00:10:54 Okay, but but they weren't charging them anything to maintain that. Speaker 1 00:10:59 Brivo or? No. Well, Speaker 4 00:11:02 Who okay. Speaker 1 00:11:03 It's just it's just their software, So we're just going to be it's just one more thing. We have to look at to remove people from there. Speaker 2 00:11:13 Okay, so who was doing it before? Speaker 1 00:11:17 Uh nobody. Speaker 2 00:11:19 Oh I see, I see. Yeah, I thought we were taking it over like from a vendor or something. No. Okay, So no, so no. So nobody was maintaining it before, and now we're going to maintain it. Okay, I thought we were taking it over from someone else that was maintaining, and they were going to save money by us doing it from someone else. I see, okay. Speaker 1 00:11:38 Yeah It just wasn't being It just wasn't being maintained before, Correct From the admin point of view, uh From the badges But. Speaker 2 00:11:47 We should, but we should put that on the list of things that. Like when we do a summary, a QBR or a yearly review or something that should be. It may not be a, a monetary savings or something, But that should be a notable thing that they're getting from Crimson coming in the door, right? Or yes, from you being there as as a v C I O kind of thing, right? Speaker 1 00:12:14 So exactly. Um, and then I don't know if I told you this or not. I know I talked to uh Anzor about it. We're gonna, um, Mashawn and I are gonna go on tour uh when I get back. And, we're gonna visit each of the sites and sit down with the directors and everything because um, I've been asking for that since I came over. And, she hasn't had time to do it, but now she and I need to do it. And we're going to build out that IT committee. Okay. Speaker 1 00:12:46 I need to, I need to put my contacts in today. These headphones kill my ears with my glasses on. Yeah. Um okay, And then I think I know my projects are all up to date, and the tickets are all up to date on the projects. Um, I need to verify two billing things before I leave today, but other than that, i i think we're pretty good. Speaker 2 00:13:12 How do I get access directly to the responses from the surveys? Because I'm still, I'm hearing things like, well, I put in a level five and nobody called me and stuff like that. And I don't know how long ago that was or when it was or whatever. But is there a is there like a a portal that those come into? Is there like can we dump them into a folder where I can see them? Is it like how do I. Speaker 1 00:13:40 Are you talking about, Are you talking about the help the stress service? Yes. They're actually out on Teams in an Excel workbook. So I just put it in your chat. Um, Bogdan did put in a five, but did not put any comments and John put in a five in the last couple weeks. Um, and Caleb put in a five which I gave you that Excel one so. Speaker 3 00:14:11 So Bogdan put in. So where do you actually see the. The comments. Speaker 2 00:14:23 Well, so I'm I opened the spreadsheet and I see, the ID I see that other it just popped up. Yeah, Speaker 1 00:14:33 I scooted it over for you. Speaker 2 00:14:35 You what? Oh, okay, so I needed this. I needed to scroll to the right. Got it. Okay. Speaker 1 00:14:40 I'm gonna I'm gonna hide some of the columns we no longer use. This is Anzorr had put this together, so I think it resides in the team folder. Um which everyone can see if they know where to go. Speaker 3 00:14:60 Okay all right, Speaker 2 00:15:02 So I will uh I'll start taking a look at this. Speaker 1 00:15:06 And then on sheet three um. Speaker 1 00:15:10 Let me let me re let me refresh that one. Um, but I put I put a pivot table that marks everything, week by week so that we can see. Uh, I. Speaker 2 00:15:22 Wish I knew who the Lone Star IT man was so we could feed him tickets because we got lots of tickets. Yeah, I'd love to feed him tickets. Speaker 1 00:15:33 I agree because it's like I'm sometimes when they don't put their name in. I am like, okay. I can tell you, uh, like Help Desk Stooge was a five. And I am like, well, who is that? Like I can help you if I knew who you were. Speaker 2 00:15:48 But, how come the? How come the Lone Star IT man that wants to feed him? Tickets is like a stress level four? Speaker 1 00:15:56 You know, I don't know. Hang on, I just messed up the me iPad again. Okay. I couldn't see it because it all jumbled together when I switched sheets. Um, yeah, I don't. I don't know. Speaker 4 00:16:11 Yeah, okay. Speaker 1 00:16:13 So sometimes I have to look at these and be like, okay. I need to, i can't do anything because i don't know who this is. Uh and i do go through these so like riddick's where charlene and her reach, uh thirty tickets per day should tell coding when uh when i wor umked for um dell. You remember the Sasser and Blaster viruses? Remember the what? Sasser and Blaster virus. They hit in the early two thousands. I wor umked for um Dell at that time. I handled over three hundred calls that day. It was crazy. Yeah, That was when I was a lowly little technician wor umking on a help desk for um Dell, so um but that's where you find it. Speaker 1 00:17:04 I just keep that pinned in my Excel. So I can easily find it every week. And then I can open it up. Okay. Speaker 2 00:17:16 Every one ticket I close, I get three mor ume. Please help. Yeah. Help Dusk Stooge. Yeah. I bet that's Juno That just sounds like a name she would use. Speaker 1 00:17:31 You know. Anytime it's Star Wars, it's either Charles or um Sean. I do know that. Cheshire Cat, I don't know who that is, and I don't know who Bilbo Baggins is. Speaker 2 00:17:45 Somebody else is a five here that has no comment there. Speaker 3 00:17:51 That was five sixteen So. Speaker 1 00:18:01 I don't, Sometimes I'll reach out to them. Sometimes I'll send their notes over to a manager if I know who it is. What I used to do is, if when I was managing the entire team, Is I would sit down with a person or um send it to their team lead. But there's been a couple of times where I've asked Olivia, "Hey, can I sit down with so and so and just see what's going on?" She's so. Lately it's been getting a little wor umse than the stress, but I don't know who they all are except for um Bob. Speaker 4 00:18:41 All right. Speaker 1 00:18:45 Used to I had everybody's addresses in Door umdash, and if I see someone was, I knew or um saw somebody was going through it, I would either buy their breakfast lunch or um dinner or umum. Or do something similar to that, and I had everyone's favor umite food saved. So like when I knew that uh. Emil's wife was going through a massive cancer scare, We we knew what their favor umite restaurant was, and we would send dinners Door umDash or um Uber Eats. So, um I haven't done that in a very long time. Speaker 2 00:19:23 I'm surprised John is logging as, A five two weeks in a row. Yeah, I didn't think his would be that stressed. Speaker 1 00:19:34 He's been doing such a great job though. Speaker 2 00:19:37 I know, But and I know that he was I know that he was planning for um that X T R F upgrade and maybe that was a contributor um, butum. You know, I don't know if we've been reaching out to him to see if he's all right, because that's. That's news to me. I didn't know he was hitting a five. So I may call, I may call him on that. All right. This is good. So is this, um, Is this a link that's going to expire? Because a lot of times I share a link, and then a month later it expires and I have to. Speaker 1 00:20:19 Let me show you in. Where that file is located just in case because I always for umget and have to go find it when I need it if I lose the pin. Um so in Teams, if I go down to uh Crimson IT general and I go to shared daily health check- in. Speaker 1 00:20:51 Three is which one it is. Speaker 3 00:20:54 So Teams General Shared, let me see if I can get there. Speaker 3 00:21:26 Daily Health check right there. Oh yeah, it's right there. Speaker 1 00:21:28 Yeah, we keep it out there. That's easy. Okay. Yeah, We make it public everybodyum Everybody who's been here a while should knowum where it is, and I can send out another reminder to to uh your direct reports to remind them where it is. Um but it's it's there. So people can can see. Uh, especially managers can jump in and take a look. Speaker 4 00:21:53 Okay. So. Okay. Speaker 1 00:21:59 Also, um, just a heads up, There is going to be a price increase for Microsoft in the next couple of months. Um, So I am getting ready to alert. Uh AbilityFirst because they're their pricing is going to change. And it's going to hurt the budget. So I am going to let them know. With ability first, we the budget this year is extremely so. Anytime like I am already over budget for this year just because of some issues that came in from Jeremy, where they wanted some things, And the fact that camp does not want to downgrade their internet, which is on the was in the budget to be downgraded, so we're trying to do something. However next year. Speaker 1 00:22:47 There is an increased budget. We will have a little bit more money. We can't play with things because there's going to be all new things to strategize against, So we could put in, we can put in things for AI and stuff like that. So there'll be a lot more fun there in the budget. But as much as I can, I am trying to get things done for them. Um, I am also going to start looking for grants that they can apply for for technology. Um, and see if we can try to get some things there. Uh, with SCHARP, uh, we do have the budget. So things are a little bit different there, But they're expecting a twenty five percent increase in uh employees for twenty twenty seven. So they're going to grow. So just a quick heads up on you on that. Uh AbilityFirst might be growing too, but I don't I think it's like ten percent so it's not bad. Speaker 4 00:23:47 Okay. So that's good news for us. Okay. So, they will have more money to play with things. Speaker 4 00:23:58 Okay. Okay. Speaker 2 00:24:10 I'm not sending them anything. I'm gonna send a note out just to make sure that we've notified everybody too. Um, let's see, I'm gonna send it to April, Marvin, Christi, Mike Vince you and Jason. I think that covers everybody. Speaker 1 00:24:30 Um also I'm going to take Michonne out to lunch next week when she's back just so we can have a moment to get away from the office and have conversation because we've been having some issues with people overhearing things. Um. They're getting me a white noise machine in my office as well because I keep overhearing things, I should not be overhearing. And so she's that's going to come out of the H R budget. She's like, we need white noise for her. Um, I did buy one myself for SCHARP because those walls are thin. I can hear every conversation going on in the break room, which shares a wall with my office. Okay, But I am going to take her out to lunch next week. Uh, I will expense it back. Speaker 1 00:25:11 And that way we can sit down and have a good conversation without having to worry about getting interrupted or something like that. Because I know there is a lot more things that she wants to try to get done this year, and they just don't have the budget to do it. So we'll go over some of that stuff as well. Okay, so things have been a little stressful for her the last couple of weeks, so try to get her out of the office, go sit down. Speaker 4 00:25:36 Yeah okay. Speaker 1 00:25:38 Blaze Pizza, cause that's the closest place to us that we like to eat at. Speaker 2 00:25:42 Yeah, okay. No problem. Speaker 1 00:25:47 And then I think that's everything I have. I was trying to give you a little bit more informed one o one today. Yeah, that's good for you. Yeah, Speaker 3 00:25:57 That's good. Speaker 1 00:25:57 That's good Um, I am working late today because I want to get there.'s so much stuff I want to get done, and I may log in tomorrow and finish up. But, these are just reports and some knowledge base articles. I started writing to put into Hudu on some new things coming from SCHARP. So just be aware if you see me online, it's only because of that. And if you see me online while I am on vacation, I am going to take a couple of AWS AI courses. Speaker 2 00:26:25 Okay, And you have everything for SCHARP and AbilityFirst and anybody else that you were responsible for out of IT Glue, right? So if it goes, if it goes away, there's nothing there that you're going to be dependent on, right? Speaker 1 00:26:41 No. In fact, I went I went above what the original list Olivia had given me. Um and jumped in and did a couple other companies for her because uh, the tax market didn't get done for her. So I did that for her last week. She asked me to handle a couple items. Okay. So and if I still have access which I think I do, Uh, I told her to send me a heads up this week while she was out if she knew any more moved. Um, but she said she didn't. Okay. Yeah, I was trying to clear out as much as possible. I think I am one of the busiest people in the company, but one of the least stressed right now. I don't know how don't ask me how I'm not stressed. Okay. This vacation. Speaker 2 00:27:31 Yeah yeah, And you're not like in the on call rotation in the upcoming week, right? Speaker 1 00:27:37 No, I'm not an on call at all. Other than the fact that I get the escalation calls before you get them. So you might those escalation calls next week if they go that far, but that's it. Okay. Speaker 3 00:27:50 Yeah. Okay. Speaker 1 00:27:51 I pulled myself out of rotation, just because there was no need for me being in rotation anymore. Okay, Yeah, But. If if a person misses the call and Olivia doesn't get it, then it'll come to me. Speaker 2 00:28:03 And then it'll roll to you, Speaker 1 00:28:04 And then it'll roll to Anzor. Okay. So, that's why you never get a call because if Olivia doesn't pick them up, I'll pick them up. But the last time that happened was three months ago. Speaker 3 00:28:17 Okay. All. Speaker 2 00:28:20 Right. I think we're okay. Well, I, hope you have a wonderful week off, get some, uh, get some time away and enjoy yourself. Speaker 1 00:28:30 I'm gonna clean house. I'm gonna. I've got that seated hammock out on my my patio, And I have about three big books that I need to get caught up on. All right, excellent. Oh, and I'm spending time with my goddaughter. We're going to be doing a bunch of crafting. She wants to help put together a three D puzzle with me. Speaker 2 00:28:50 Well, actually, I'm going to see you Sunday though so Yeah, Speaker 1 00:28:53 That's true You're going to meet grandma. Grandma is my goddaughter's grandmother. She's she's been uh doing a lot of. Stuff and she she watches her kids all the time. She's the only person I know that's not doing something on Sunday afternoon away. So, Speaker 2 00:29:11 Is going to be there Sunday? Do you know? Speaker 1 00:29:13 Yes, she is. I don't think her husband is, But Kashif definitely is all of HR leaders. Speaker 2 00:29:19 That was what I put in my email too. As I said, You know, Chris and I have been talking about the camp project, and it sounds like things are going pretty well. Let me know if t here is any, Concerns. I also said, uh, I'll be at the food and wine festival or food and wine event. Hope to see you there or something like that. So yeah, be nice to see her again too. So yeah, I will I will see you on Sunday then. So I won't have I don't have to say have a nice vacation yet. I'll see you Sunday evening. Speaker 1 00:29:48 Yes, uh, I just got to figure out my pants, though, what I am wearing. Speaker 2 00:29:53 So There you go said what? Speaker 2 00:29:57 I hope it's not too hot. I hope it's not too hot. Speaker 1 00:29:59 Do you have a linen suit that's light colored? Speaker 2 00:30:02 I'm just gonna wear a sport coat and something. I gotta, I gotta take a look again. I was watching some YouTube videos to see what folks were wearing and, I'm gonna kind of check and see, what it looks like and then i'll i'll put something together. But. Yeah. Speaker 1 00:30:17 I'm thinking, cause i know what my top is gonna be in my blazer, I just don't know which pants, but i think i'm just going to go with a light colored khaki because it's kind of garden themed. So. Yeah. Speaker 4 00:30:27 Yeah. Very nice. Speaker 1 00:30:29 I know, uh, all of HR is going uh with that linen style thought behind it. So. The thing's out over here when I'm in the office. So. Speaker 4 00:30:41 Ah yes. Speaker 1 00:30:45 All right, I uh I'm gonna leave you alone. I want, I've got a meeting at eleven and I wanna get prepped for it, and then. Speaker 2 00:30:52 All right, well have a great day and I'll see you Sunday. Yeah.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=3d9c130c-ab31-4734-b1ca-080b740552df&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MDY4MDk0MSJ9.CgoKBHNuaWQSAjY0EgsI4tiVvtDKoT8QBRoONDQuMjIyLjEyMC4xMDQqLDBvNmdhRXdxT1NIdzgyeWV3NEtITGlScVBHbzIxc1Mrdld1ZnkzTmdnMGc9MJoBOAFCEKIarQxn4AAQxXlCMjYeEmdKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.SrKg9_legSJ61roMfDlnS6UyD06iEzIH3NMgU6xAhHw&ApiVersion=2.0	—▾	—	✓	—▾	—	—	—	—	—	✓
05-04 OneDrive Client Instability Causing Intermittent File Access Failures and Restart-Based Resolution	 ## Core Synopsis The recurring file access failure originated from OneDrive not running, and the session shows a straightforward causal chain: the user attempted to open OneDrive-hosted files, received an error for ~2–3 weeks intermittently, then launched OneDrive manually, saw the sync icon appear, and confirmed resolution after a restart; the support lead observed similar behavior recently, pointing to OneDrive instability (crash/closeout) rather than file type issues or permissions. Security controls that disable Teams remote control added friction but are intentional and were bypassed via an alternate admin login; the operational stakes are productivity disruption whenever OneDrive silently stops, and the evidence indicates the fix path is to ensure OneDrive is running at startup and to restart when crashes occur. We accept the security constraint as a necessary safeguard; the leverage is in stabilizing OneDrive’s runtime behavior to prevent repeated outages. ## Incident Timeline: OneDrive Access Failure - Initial state: User attempts to open a file from OneDrive and consistently encounters an error over the past 2–3 weeks. - Hypothesis test: Support asks if OneDrive is connected; user launches OneDrive via Start menu. - Observation: OneDrive icon appears; system begins syncing. - Constraint noted: Teams remote-control capability was disabled by policy; support uses alternate admin login route. - Configuration check: OneDrive is set to start with Windows; support suspects a crash. - Remediation: User restarts the machine; post-reboot, the file opens successfully. - Corroboration: Support reports a similar OneDrive crash in the prior week, strengthening the crash/instability hypothesis. ## Troubleshooting Logic: From Symptom to Fix - Symptom: Files stored in OneDrive fail to open with a persistent error. - Mechanism: OneDrive client not running or crashed, leaving local shell entries without active sync/auth. - Root cause (probable): OneDrive client instability leading to silent shutdowns despite startup configuration. - Effective resolution path: Start OneDrive, verify the sync icon, and restart the machine when instability is suspected. ## Structural Constraints: Security Policy Impact - Policy reality: Teams remote control is disabled for safety; direct intervention requires alternate authenticated access. - Operational impact: Increases time-to-fix for live troubleshooting but reduces attack surface area. - Practical adjustment: Live guidance and local actions (launching OneDrive, verifying startup, rebooting) remain the primary support vectors under this policy. ## Action Items (omitted: no explicit SMART commitments were made in the session)	May 4, 2026	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://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=d92e772d-fb4b-487b-8ada-daecff452d73&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3Nzk0MzQ2NiJ9.CgoKBHNuaWQSAjY0EgsIpIKA2ZqRlT8QBRoNMy4yMzYuMjE5LjE4NCosaGYzNzFUWTBZZWdicVNraVlxY2gydnB0SDA5S0NDMXIreWhjZEVOMzlCQT0wmgE4AUIQohB6Y3rQABCPbqeorG3AmkoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.Wyn4w8_hkNAODW9dWgnMtiDYsT_8J5SwJjuzTWzxpkY&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
05-05 Consultation: Tim (Signal) - IT Support Fee Negotiation	Date & Time: 2026-05-05 14:01:36 Location: [Insert Location] Customer: Tim (Signal) ## Overview The consultation is between Tim, the owner of Signal, and Christy, a representative from his IT support company. Tim's business has significantly downsized from a 15-person firm to a two-person operation (himself and a semi-retired partner). His primary challenge is the unsustainability of the current **$300 per month** IT support fee, totaling **$3,600 per year**, for services he rarely uses—estimating only about **four hours of support annually**. He is seeking to shift from a fixed monthly retainer to a flexible, variable cost structure (e.g., a higher pay-per-hour rate) while minimizing or eliminating the monthly monitoring fee. ## Background Signal, originally a 15-person executive search firm, has been a long-term client of the IT support company for **six or seven years**. About two years ago, the original partners split, and Tim retained the company name, Signal, but significantly scaled down operations. The business now consists of only **two people** (Tim and his semi-retired partner) using **three machines** (Tim's laptop and workstation, his partner's laptop). Due to this downsizing, the company's IT needs have dramatically decreased, making the existing **$300/month** support plan financially unviable and excessive for their current usage. Tim wants to maintain a relationship with the IT firm for occasional support but aims to "variableize the cost" to align with his company's current state and low usage. ## Pain Points The **$300 per month fixed IT support fee is financially unsustainable** and does not align with the client's drastically reduced needs. - **Clear Problem Statement**: The client's business has downsized to two people, yet he is still being billed **$300/month** (**$3,600/year**) for a managed IT support plan designed for a larger company. - **Impact**: This fixed cost is a significant and unnecessary financial burden on his smaller-scale business. He stated, "it just doesn't. It's not really sustainable." - **Current Situation**: The client is on a plan that includes services like antivirus, dark web monitoring, and monthly system audits, which he feels he doesn't need or value. His actual support usage is extremely low. - **Quantitative Metrics**: The monthly cost is **$300**; the annual cost is **$3,600**; the client estimates actual support usage at no more than **four hours per year**. In the past, the hourly rate was around **$150/hour**. - **Examples**: Tim contrasted his current minimal needs with his previous state as a 15-person company requiring substantial support. He now feels the primary value is just "knowing you guys are there" for emergencies, not ongoing monitoring. - **Context**: All company data is stored **in the cloud**, reducing his perceived need for on-device security monitoring. He stated, "Everything we have is in the cloud. Everything." He is so unconcerned about security that he said, "I don't even care if people... There's nothing to steal here." - **Stakeholders**: The main stakeholder is Tim, the business owner, responsible for the company's finances. ## Expectations Switch from a fixed monthly retainer to a **variable, pay-as-you-go cost structure** with a significantly reduced or eliminated monthly fee. - **Specific Goals**: The client's primary goal is to "variableize the cost." He proposed eliminating the monitoring service and moving to a higher hourly rate for support when needed. If a monthly fee is necessary, he prefers **$75 to $100 per month**. - **Timeframe**: Tim requested a response via email "as soon as possible." - **Resources Required**: He needs the IT support company to agree to a new billing arrangement. He offered to put a credit card on file for any new recurring software or service charges. - **Success Metrics**: Success would be a new agreement that either eliminates the monthly fee in favor of a pure hourly model or reduces the monthly fee to **$75-$100**. - **Stakeholders**: Tim is the decision-maker on his side. Christy needs approval from her boss, **Pete**. ## Other Information Summary - Tim's business, Signal, is an executive search firm. He plans to continue as a practitioner, handling **five to ten searches a year**. - He is not actively trying to grow the firm but is open to opportunities if they arise. His priority is developing customers, not managing a larger firm. - Tim has a great long-standing relationship with the company, specifically mentioning a positive relationship with **Charles**. - Tim is **58** years old and plans to work for another **six or seven years**. - Christy's role in the company has shifted away from sales and operations to focus more on non-profit clients. Her new boss is **Pete**. ## To-Do List - [ ] Christy to discuss Tim's request with her boss, Pete, to see if they can accommodate a pay-per-hour model or a reduced monthly fee of $75-$100. - [ ] Christy to email Tim with Pete's decision as soon as possible. ## Next Steps - Christy to explore billing model options with Pete and confirm whether a pure hourly model, reduced monthly fee, or hybrid option is feasible. - Upon internal approval, Christy to send Tim a detailed proposal outlining pricing, inclusions (e.g., monitoring scope if applicable), and hourly rates, and set expectations on response times and coverage. > **AI Suggestions** > The AI has identified the client's biggest pain point as the unsustainable $300/month fixed IT support fee for a downsized company with minimal needs. Here are some possible solutions for your consideration: > 1. **Hybrid "Retainer-Lite" Model:** Propose the client's suggested monthly fee of $75-$100. This fee would cover the backend monitoring and account maintenance you mentioned, preserving a baseline recurring revenue. All support requests beyond that would be billed at a premium hourly rate (e.g., $200-$250/hour), making the cost variable as requested. This respects his budget while acknowledging your backend costs. > 2. **Pre-Paid Hourly Block Model:** Offer a small block of pre-paid support hours for the year (e.g., 5 hours) at a slight discount. This provides him with the "variable" feel he wants, as he only pays for what he might use upfront. Once the block is used, subsequent hours are billed at a standard or premium rate. This eliminates the monthly fee argument entirely. > 3. **"On-Call" Relationship with No Monthly Fee:** Fully agree to his request to eliminate the monthly fee. Establish a new, significantly higher hourly rate for any ad-hoc support (e.g., $275+/hour with a one-hour minimum) to compensate for the lack of a retainer. This positions your service as a premium, on-demand resource, which might be appealing given his infrequent need and high value on availability. Explain that this model does not include proactive monitoring. > 4. **Security-Only Plan:** Although he dismissed it, re-package the value. Offer a minimal, security-focused plan at his target price point ($75-$100/month). Clearly itemize what this includes (e.g., managed antivirus, cloud backup monitoring, dark web scan) and frame it as essential "business insurance" to protect his reputation, even if data isn't on local machines. This could be a compromise that maintains a service relationship.	May 5, 2026	Speaker 1 00:00:07 The name of the town is derived from the river. Hi Tim. Hey Christy, how are you? I'm good. How are you? Speaker 2 00:00:12 I am doing well. Yeah, really well. I have a lot of kind of personal stuff with real estate and burnt houses and selling and buying. And all sorts of weird stuff going on, so I've You know, I've been a little bit not as focused on my business as I would have liked to have been over the last year or so, but. Anyway, I just wanted to check in with you and see. You know, I was. We had kind of just to kind of review the relationship with you guys. I I can't remember who. Six or seven years ago, when Tom and I started the company, you guys came out and we were. I think you guys were billing us like one hundred and fifty bucks an hour or something. I don't know all the details of it. Um. Speaker 2 00:01:00 And we grew the company to like fifteen people, and I don't know, you guys were doing—you know—you guys were supporting us through that growth, which was great. Yeah. About two years ago, my partners and I decided to all go different ways. And they started their own companies. I have kept Signal, but as you can imagine, me kind of. With revenues way down, my. Partner is like not totally retired, but kind of you know one foot out, one one foot in kind of thing. She's doing a couple searches a year. Um, just our needs have just changed pretty dramatically. So, When I got the email saying, hey, it's three hundred bucks a month, which is essentially thirty six hundred dollars a year. Um, I just it just doesn't. It's not really sustainable, And we certainly don't have a you know, we don't have a need like that. I mean I. Speaker 2 00:01:60 It's probably, I don't know. I can't imagine it'd be more than like four hours a year, probably. Yeah. You know, we don't call you guys that often, so I don't know what do you think? I mean, what's your you know what's your thought on it? Maybe we could go higher hourly. Whatever you whatever you guys think. But I want to hear from you. Speaker 3 00:02:17 So basicallyum What we're running into is. Just the support for you guys in billing and and also for monitoring and things like that, that we do on the back end is what's What's causing some issues. Um, we were. Speaker 2 00:02:38 What did you guys do with monitoring? I don't I'm not sure I understand what. Speaker 3 00:02:42 No worries. So on all of our clients, we haveum, we have, Antivirus on your systems, and we monitor for issues there. For you guys, we monitor dark web ID and different things like that that we provide. Plus, you know, We have everything in regards to when we run monthly audits, just to make sure that everything is kosher on your accounts. That's stuff that we do behind the scenes because we want to make sure that you guys are as safe as possible. So the security team is keeping tabs on all of our clients, even when you're hourly, and we don't normally bill for that. Those are the types of things we'll do for you guys. It's automatic and included in everything. Um. Speaker 3 00:03:29 I am trying to. So we had a meeting the other day. And basically it wasn't about you guys, but it was basically similar situations where we're looking at where the trajectory is, but we're also looking at. Um, clients that you know have a good relationship with us. And I apologize, I do not have my cameras on because I am having this feedback in my ear and the static. So, i keep I keep pausing because I am hearing myself, and it just throws me off. U m, But we're we're going through and we're taking a look at what are the businesses where you know? We're we are at a loss of money for. And unfortunately, you guys came up in that. And I know that you don't have the ability to spend three hundredum because you, you sent me an email to that effect. But let me check something real quick. I actually may have an idea for you, but let me double check You have three machines, right? Speaker 2 00:04:24 I mean, yeah, I think I have a laptop and a. And a workstation, and then my partner just has a laptop. Yeah, I mean it's not really that deep. Speaker 3 00:04:36 Okay, let me check some things real quick. Speaker 1 00:04:38 I'm not sure what you mean. The town is located on the banks of the. Speaker 3 00:04:47 River Sava. I'm just I'm looking up some some things on your systems. I went from I've been in back to back meetings since about eleven, so I am. Speaker 3 00:04:58 I want to check some things. I didn't have you pulled up before I jumped in. Literally just saw you had popped on and I jumped over from another meeting. Speaker 1 00:05:08 The name of the town is derived from the river. The name of the town is derived from the river. The name of the town is derived from the river. I'm sorry. Speaker 1 00:05:30 The name of the town is derived from the river. The name of the town is derived from the river. The name of the town is derived from the river. The city is located on the banks of the river. Speaker 3 00:05:52 I'm double checking on something because I and don't quote me on this because this is what I'm looking forum. I'm looking for pretty much lowest at cost for us, so that we can just keep everything even. But am we? Yeah, Speaker 2 00:06:08 You know what I was thinking about is, you know, if I think of it, I think you guys were billing us, buck fifteen an hour or something like that when we were fifteen people. Yeah. Um. At about fifteen hour, at thirty six. Hundred. I mean, I don't know what the math is. I'm just trying to figure it out. Um. Is that two hundred? No, that's not right. It's twenty four hours, right? I think so. Yeah. So, would there be a way to maybe increase the hourly? Rate higher. We can, And give us a really kind of bro discount on whatever the monitoring thing is like just kind of. Speaker 2 00:06:54 You know, cut that to you know to a bare minimum because I don't like. I just, I mean, i I just t here is safety in knowing you guys are there, but I just don't like. We just don't. I don't think Pat and I are going to use you guys that often, yeah. Speaker 3 00:07:07 We could potentially do a. And this is what I'm double checking. I'm looking to see. Hang on one second. Speaker 3 00:07:27 U m, I'm looking to see if we can put you on a security plan where it'd be like one hundred. And fifty per month. How. Speaker 2 00:07:36 About we don't really care about security. I'll just put ESET on my devices and call it a day. Speaker 1 00:07:43 That's a potential, but I don't really. Speaker 2 00:07:46 It's not an issue. I mean, I'm not really. I think in seven years, we've probably never had a vulnerability on any of our machines. I mean, we're not. I don't even care if people. There's nothing to steal here, I don't think really. Speaker 3 00:07:59 I get that. Um. Let me let me take that back to the team. Um, and see if we can do increase. Speaker 2 00:08:06 Everything we have is in the cloud. Everything. Speaker 3 00:08:08 Yeah. So, um, I do know. Speaker 2 00:08:11 I would here's what I would. Here's my ask Christy if we can get that just get get rid of the monitoring thing. And we'll go like whatever on the hourly, we'll just. Hey, you guys. A lot per hour, but we're just a non. Non entity for you guys. Really, we'll just put on whatever the software is. We can just put it on my credit card recurring and. You know, just sort of light, just so that you are there for us. But, and we're happy to pay you probably at or you know, far above where we were with you guys earlier. But I'd rather. I'd rather variableize the cost as opposed to fix it if we can. If you guys are open to that, cause we you know we. Speaker 2 00:08:47 Yeah. Charles, in particular is just I've had a great relationship with him, and he's been very, you know, he's just a good guy. Speaker 3 00:08:53 Yeah, he's amazing. Speaker 2 00:08:54 Pretty reliable. Yeah. Speaker 3 00:08:55 Um, so if if they come back to me and say, Hey, we need. We need. We still need a monthly just for billing. What is the lowest or what is the highest you would like you would potentially consider on a monthly rate? Speaker 2 00:09:08 I'd like to be like seventy five to one hundred bucks a month, because I'm not really, you know, not really okay. Or, you know, not really using it. If that that would be my preference. Speaker 3 00:09:16 Let me talk to the team. Speaker 2 00:09:17 And then we could go, We could go higher higher on an hourly when we when we need you guys. Speaker 3 00:09:22 Okay. Let me talk to the team because I'm not really doing sales anymore. Um, I've shifted to, I've I've I've shifted my role. As a parent, you. Speaker 2 00:09:35 Know my buddy Brian Temple. I think I've referred him to you guys. He told me about. Speaker 3 00:09:39 Yeah, I love Brian. Brian's amazing. Um, Yeah, I pulled back from overall operations and I am doing a lot with nonprofit. So, I am still CIO, but I am on the more nonprofit side. It's more conducive to me trying to be a mom. So. Speaker 2 00:09:60 Yeah, that's great. How many kids you have? Speaker 3 00:10:02 A seventeen year old daughter. She is entering UC Merced, and then we have another foster kid coming in the next month or so. Speaker 2 00:10:11 A new uh new kid. Speaker 3 00:10:12 Yeah, I only take teenagers. So, um That's awesome. Yeah, So doing the single parent thing is awesome and Onsor affords me the ability to to do that. Um and still work for Crimson. So it's the best of both worlds for me. Speaker 2 00:10:30 Yeah. No, that's great. That's great. I. Uh You know, just see what they say, and you can take us off the monitoring thing. I don't. It's not like I am not. I don't really think that's. I don't really t here is not like massive. I mean, you probably would say I'm crazy, but I just don't. I'm not that concerned about that. When you are. Speaker 3 00:10:48 You guys planning on growing again? Speaker 2 00:10:51 You know, I'll tell you, it's interesting you say that. I am not proactively going to grow. There is people sometimes that call me to say," Hey, would you consider." Uh, adding. Um, I am just turned 58. Um. And my wife's going to retire. We want to, you know, I am my goal is to do five to seven searches a year, five to ten searches a year. And that's kind of I am just I want to be a practitioner. To answer your question, yeah. Um, so we might grow, but I don't I am not like hell bent on growing. Speaker 3 00:11:28 Gotcha. I 100% understand. You're you're you're helping on being comfortable in retirement. Speaker 2 00:11:36 Well, I am not. I am not like sort of. I am probably going to work another seven years or so, six seven years. But I am like you know people kind of come after web, You know, my partner and I were we did want to grow it. And for a search firm, we were. Top forty in the country, you know. Um, had good revenues, but like we just kind of decided. A lot of different things, and you know, look, my opinion could change. Maybe I see a huge opportunity. I want to go. Scale it up again, but you know, like. It's more profitable for me to spend my time developing customers than it is for me to spend my time growing a firm. Speaker 3 00:12:12 One hundred percent understand. Definitely. I mean, you and I are very similar in our thought process. I am more comfortable in Crimson becoming my hobby, but I'll still work sixty hours just because I love it. So that's cool. Speaker 2 00:12:28 They seem like good people too, you know? Speaker 3 00:12:29 They are they're very cool. Um. Yes, so let me do this. Let me take this back to my boss, which is no longer Onsor. It's now Pete, and Pete came onto the organization about a year ago. Um, So let me take this back to him and let him make a decision because I don't I don't have that decision making capability anymore. If it was two years ago, I would have said yes, we'll keep you on. Um. All good. But now I got to take it to the boss. Speaker 2 00:13:00 We'll see what he come up with. If you wouldn't mind just shooting me a note, I'd be really grateful. Speaker 3 00:13:03 Yeah, absolutely. Not a problem at all. So. Speaker 2 00:13:07 Okay, well I wish you nothing but the best. Speaker 3 00:13:09 You too, Tim. You have a great week, and I will respond to you by email as soon as possible. Speaker 2 00:13:15 Okay, okay, Christy. Thanks so much. Take care. Speaker 3 00:13:17 You're welcome. Bye- bye. He is not a good man.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=a4f89b3d-72a0-40b4-b019-c58d234075a7&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3ODAxOTQzNyJ9.CgoKBHNuaWQSAjY0EgsIuraxgbe9lT8QBRoNMy4yMTUuMTgzLjE1NSosOHJtcXhJWkEvY0pXZldmeXRkRVFjR2FZR3FCYU9BU2toSThVa1pjZWZ3ND0wmgE4AUIQohDC1zmAABCpIv6OyDiu80oQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.EzBDLSfv_AQdFEvEIUAGBIqfZ2j1wf_L6aftpXLx2uo&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
08-05 Meeting: BAFMA Access, Code Migration to Claude, MRI API Integration Timeline	> Date: 2026-08-05 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] ## Meeting Notes ### BAFMA Access and Setup - The primary goal was to ensure Christi ([Speaker 3]) had the necessary access to the BAFMA system as the project concludes. - Christi initially had an issue because she had three existing BAFMA accounts, none of which were her Charl account, so she created a new one. - The invitation was sent to her newly created Crimson account. After accepting the invite, she gained access to E-Rice's workspace. - Christi could not initially see the code, so her permissions were elevated to app owner, which resolved the issue and allowed her to view and download the code. ### Code Migration and Environment Strategy - Christi will download the code and migrate it into the new interface (Claude). - For future code updates from the old environment, a process needs to be established. Christi suggested using a OneDrive location or a GitHub account for code sharing, but Evan does not currently have a cloud license. - The team decided to migrate the current work into Claude, establish the new site, and then use Claude for all future updates to avoid maintaining two sites. ### New Functionality and Project Timeline - Additional functionality, such as integrating MRI APIs for project creation (similar to Procore), has not yet been written. - This new functionality, including the MRI import template, will be built in Claude after the initial site is stable. - Christi is currently working on another project for Casey and Kashif, which she expects to finish by this evening (2026-08-05) or tomorrow (2026-08-06). - She estimates the current project will be built out and available for review next week. ### User Testing and Adoption Plan - The goal is to have a working version ready to push to the team by the middle to end of Q4. - After the site is live (estimated mid-August 2026), beta testers from their side will get involved. - Full adoption is planned for September 2026. - Another project, the HVAC tracker, was mentioned but is not under the same time constraints. ## Next Arrangements - [ ] Christi to download the code from BAFMA and begin migrating it to the new interface. - [ ] Christi to finish Kashif's project by the evening of 2026-08-05 or 2026-08-06. - [ ] Christi to complete the initial build of the current project and have it ready for review next week. - [ ] Evan to send Christi an email with his contact information. - [ ] Team to define and agree on a code-sharing process for any interim updates from the old environment (e.g., GitHub or OneDrive), considering Evan’s current lack of a cloud license. ## 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 method for Evan to access updated code is unresolved. Christi suggested GitHub or OneDrive, but Evan lacks the required cloud license. A clear process for code sharing needs to be established. > 2. The plan to integrate MRI APIs is mentioned as a future task, but there are no defined steps or timeline for starting this development after the initial migration to Claude is complete.	Aug 5, 2026	Speaker 1 00:00:09 Okay, great. Thanks. Hi, Christi. Speaker 2 00:00:12 Hi, Chris. Speaker 1 00:00:14 So I think the main thing we just want to do now that the the BAFMA thing is wrapped up or wrapping up I think we just need to make sure you have the access you need Can. You show share the screen with us. So Evan can see the issues that you're seeing, because this happened to me too, when I first logged into BAFMA and I only had I didn't have access to the project. I only saw the homepage so Yeah, Can you share that? Speaker 3 00:00:39 I can give me one second because I think I got through my issue. Just now. Speaker 2 00:00:45 I just yeah, I just sent you a couple of uh links. Speaker 3 00:00:49 Yeah, yeah. Um, hang on one second. I'm gonna check my junk mail to find out where that verification code is up. There's the code. Speaker 3 00:01:08 The one issue I ran into is because I have three BAFMA accounts, but none are my Charl accounts. So, I had to make a whole new Charl account. All right. Which Anzor, that's not your fault. That's that's a me thing. I just need a fourth BAFMA account, that's all. You should. All right, so I'm in here. Speaker 1 00:01:39 From the go down to the project. So what he's been inviting you to is still associated to this email, right? So like this into your new account is associated to this. Yeah, Speaker 2 00:01:55 I sent it to your oh my crimson account. Yeah. Do you want me to change that? Speaker 3 00:02:03 No, I just built the crimson account so I am now accepting the invite. Speaker 2 00:02:09 There you go. Yep, you're accepted now. All right. Speaker 1 00:02:13 Oh, I see E-Rice's workspace at the bottom there. Oh, perfect. Yeah, there you go. Okay. Speaker 3 00:02:25 So I'm in his workspace. Speaker 1 00:02:29 And where do we go to see the tool? So now if you go into that, just click on the drop or in the. The corner there. Speaker 3 00:02:42 This or are you doing apps? Yeah. Did you give us access to the actual app itself? Yeah, Speaker 2 00:02:54 Go to apps. Yeah, go in that. There's nothing in there? No. Okay, all right, let me see if I can give you access to this app now. Uh yeah, you're there. Speaker 2 00:03:08 Um, invite. Speaker 1 00:03:14 Mhm. Accept. Good. There you go. Okay, that's it. All right, Anzor So now you'll review the functionality. Um you'll ask if there's any questions that you have as it relates to what Anzor already set up? And then just I guess. You know, you can connect with me uh on. In the code, Speaker 2 00:03:41 The code if you go into dashboard. Let me see if you can see the code. Speaker 3 00:03:47 I the last time I was able to log into it, the first well, The first time, I was able to log into it before it stopped, letting me see it. Um, I was able to view code. Why. Speaker 2 00:04:01 Is it not letting you? Speaker 3 00:04:03 Now I don't see it. Speaker 2 00:04:05 View a code let me. Speaker 2 00:04:09 I can make you the app owner. Maybe that'll. All right, I'm transferring it to you. Try it again and refresh it maybe. Here we go. Yep, there you go. Now go down to code and then you can see all the code. Sweet. Speaker 3 00:04:39 I started to download the code that one time. Um, so I'm going to start downloading it today from here. Okay. And then, um, let me see what I can do with it because it's good code. Speaker 2 00:04:53 So answer this. Um, so you download the code uh you bring that over into our interface, If, there's if I need to make a change or something's, not working, or we want to do something different, how do I do that going forward Once you bring this into our interface, Speaker 1 00:05:17 Well, I mean as you update the code in the other environment, I mean, wouldn't you just need to let her know what was what was updated? So then she just gets a puts a fresh copy? I don't know Christi. What do you think? Speaker 3 00:05:27 Have a better idea Eric does Brett Does Eric have access to cloud. Speaker 1 00:05:33 Evan, you mean Evan? Yeah, Evan. Sorry. Uh, I don't think Evan has a cloud license right now. Speaker 3 00:05:39 Okay. Um, we would need to give him the hundred dollar uh license. So uh Evan what you would do? Let me share my other screen out. I I would put a copy. Speaker 3 00:06:01 Of the code into a OneDrive location for you and a GitHub. So I would send you a GitHub account. Um, ignore my cloud. Speaker 2 00:06:16 Yeah, Github that yeah, that's and the other thing that we need to play with that I haven't done is Brett is you know the MRI APIs and how we can. Extract that information to create projects and all that, like we do for Procore. So that has not been written yet. Speaker 1 00:06:38 Yeah, I mean, I think and whether if we want to just wait and build that into Claude, I think that's probably better because then there is less things to cut. I think we just want to take what's currently that you've already done. Get it into Claude so that we can create our site and then use Claude to update our site from now on. And then so we'll build out because then it just doesn't make sense for us to keep updating two sites, right? So like I think yeah, I think that's the move. And then. So as soon as it's stood up and we feel good about how it's running comparatively to the base, forty four pilot template, then we'll um we can add you know layer on additional functionality like the. Speaker 1 00:07:24 Like the template that we'll need for the MRI upload, basically or the MRI import, right? That's right. Yeah. Yeah. So it will need to digest the new MRI codes, right? So so that it's consistent. Anyway, keep going. Speaker 3 00:07:39 No worries. I just realized it wasn't logged in properly to cloud because I was testing a client's cloud account one second. Speaker 3 00:08:02 So I'm in Claude right now. That's what you're seeing on my screen. Um, however, it's being a little wonky. It's not allowing me to open it. Um, Basically, what you would do is open the folder in Claude right here. And so I'm just going to say new chat. Um, I'm going to select my folder and this is where you would find it. You know one second. Speaker 3 00:08:32 My phone has been ringing off the hook today. All right, so we're in the folder. I also have a local, I also have it on Git. So if I go to the cloud, I can add in my Git, but right now I'm going to work on this. And this actually. So Brett, for your information, this the project I'm working on for Casey. Partially. This my own project that I showed you so, Um, so Evan, um, I have a a system that I was building personally that I'm building into uh into your Microsoft system. And that's this one right here. So the way it works is um I'm taking this entire build that I did and I'm pushing it to Microsoft. Speaker 3 00:09:31 And that's for Brett. Brett and I are working on that, So this is where I build it at It's, a chat that I work in In Claude. Sometimes I'll go in and work on the coding myself, just because I have coding experience and text some things. So, I'll go in here and i'll work through this on here and then have it update the code or i go through an update code myself, and i'll have it pushed to Git. And once it's pushed to Git, It will automatically upload to the app, And so any changes I make is made in real time or put it in dev and then choose when I want to push it to prod. Speaker 2 00:10:13 And I am able to still through Claude make my changes in normal language. Yep, that's awesome. Speaker 3 00:10:25 Yeah, So basically what I did with this was I was already creating it and almost had it done. And so I took, and I'll show you. Um, I took Casey's notes from an email to Brett, and I was going through and I copied them into Claude and said, the pieces of this that I do not have already built. Let's start building this. And it was like one or two things. I think it was um, think it was some.I did the uh daily briefing for Brett. I think that's one of the only ones I didn't have already built. Speaker 3 00:11:01 And I use those notes and gave it to Claude, and Claude built out the final pieces to that part. Awesome. So, um, And then I have meetings with my beta testers because I have a couple of beta testers in this, and I'll put my meeting transcripts into Claude and say, Okay. Let's let's design out this and put this on the roadmap of changes we're going to be making. And so it'll do that. Speaker 1 00:11:25 Guys, I got to drop but i think i think it, Obviously, you already are well underway of where you're going here. So I think we'll just play this out. Speaker 2 00:11:33 So what's next steps here, Christi? And, how long do you think it takes to get this over into the Microsoft environment? Speaker 3 00:11:42 Um, I want to finish up Kashif's first. Yeah, I think Brett would like me to finish up Kashif's first. Uh, So probably we'll build it out and pull it and have it up for you next week. Oh wow! That's awesome! Yeah, Kashif's is um. There's a couple pieces I'm having some issues with uploading. Um, that I should be done with that this evening or tomorrow. Listen, Speaker 2 00:12:05 You know Brett, I think we're aligned. Um, Our goal should be, you know if we can get this in a working function that we can push to the team by the middle to end of fourth quarter. Um or yeah middle of fourth quarter we are in a sweet spot to, Transition fully. Speaker 1 00:12:26 I think we once next year, once it stood up, Um you know, then we'll get the beta testers involved on our side after we're all comfortable with where it is. I would think that, that would be you know, by the time she finishes and everything's live and whatnot, Then we're looking at maybe mid August and then we can get the betas involved. And then you know push for than a full adoption uh in September. And um then we can. Work on the fleshing out of those additionalum uh points that we haven't yet done like the M R I template piece. Speaker 2 00:13:01 Yeah, awesome. And, then you know, and then I have the next project is the HVAC uh tracker to correct. Um so that's the That's not, Speaker 1 00:13:12 I mean, that's not under the same time limits that Procore is. No. But yeah, But if we yeah We'll get to that once we're a little stable in this environment. Okay. Yeah, all right. Awesome. Thanks, guys. I'll talk to you later. Speaker 2 00:13:25 Christi, Reach out, please free uh, feel free to reach out if you have any questions around anything. Um call me, text me, Email, Speaker 3 00:13:33 Whatever Yeah and Evan, if you can just send me an email with your contact information and then I'll reply. There is a booking link on the bottom of my email Feel free to book some time with me. If you want to go over anything about coding or vibe coding stuff like that More than welcome Awesome All right. Speaker 2 00:13:50 Very good. Thanks so much. You want me to send it at your Crimson uh email? Okay. Speaker 3 00:13:54 Yep. Thank you both very much. I'll talk to you later. Thanks so much, Speaker 2 00:13:58 Christi, appreciate you. Speaker 3 00:13:59 Bye- bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c59e3595-2e50-4bf6-9059-93ecc5c832f2&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NTk2Njk3MiJ9.CgoKBHNuaWQSAjY0EgsIjMmow8DPuT8QBRoMMy4yMzkuODEuMjI4KixiTjFSckgxcmNpZzJDM3BaVEpFTlp3cnl1MlJrQnZmQzdEeW9pdjY1b1RVPTCaATgBQhCiLl4zdGAAAAvHHO_gF3JcShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.fRDV6qZKypFsfUNsOBdSUiGPPT6GjXsjT5AF58mqW-8&ApiVersion=2.0	Processed▾	Download code from BAFMA and begin migrating it to ClaudeFinish Kashif project by end of day 2026-08-05 or 2026-08-06Evan to send Christi an email with his contact information+3	✓	Client Work▾	Westwood Financial	covered by 890752 (0.95h, ticket 948536, Senior Engineer/workType Infra Support - REMOTE) - entry window 13:00-13:57 PDT contains this meeting. No new entry.	ticket 948536 - Westwood Financial - vCIO Consult: Base44 to Azure App Migration & AI Governance (SOW scoping)	3 - Clients and Projects\Westwood Financial\Meeting Transcripts\Meeting Transcript - 08-05 Meeting BAFMA Access, Code Migration to Claude, MRI API Integration Timeline.txt	—	✓
05-07 Monthly Finance-IT Meeting: Verizon Agreement, Planful Workflow, ISP Cleanup, Allocations, and Project Updates	## Meeting Information > Date: 2026-05-07 11:00:03 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 5] [Speaker 6] [Speaker 7] ## Meeting Notes - Topic Title: Status of Verizon Agreement for Auditors - Description: - [Speaker 2] requested the Verizon agreement needed for auditors to wrap up. - [Speaker 3] could not get it from Gloria; contacted another Verizon rep who will try to find it. - [Speaker 3] discussed improved cooperation with the new rep and will locate an October request for Susanna. - Conclusion: - Follow-up pending from [Speaker 3] on obtaining the Verizon agreement and October request. - Topic Title: Planful Access and Reporting Workflow - Description: - [Speaker 4] outlined monthly and quarterly reporting expectations shifting from tactical to strategic insights. - [Speaker 5] noted reports missing from folders, hindering narrative entry; sent emails as a workaround. - [Speaker 6] clarified reports reside in General Admin Reports; department-level selection needed to comment. - Comments must be added via right-click in column G (actuals); totals cannot receive comments. - HR and IT folders are for custom saved reports, not monthly results. - Conclusion: - Users should access General Admin Reports, select specific departments, and comment in column G. - Topic Title: Consolidated vs Department IT Review - Description: - Team viewed consolidated reports to understand roll-up before drilling into direct IT budget. - Plan to meet separately for detailed “in-the-weeds” review and training for [Speaker 3] on Planful and budget structure. - Conclusion: - A separate, detailed session will be scheduled to clarify line items and consolidated roll-up behavior. - Topic Title: IT Professional Services and Invoice Detail - Description: - [Speaker 6] identified “Professional IT” account includes Crimson costs and additional services. - [Speaker 3] asked about including cost center codes on invoices; finance sees site-level tags (e.g., Long Beach, Claremont). - [Speaker 4] described ongoing work to implement cost allocations in NetSuite, with consultant support. - Aim to implement allocations within months and back-update to January for accurate 2026 data feeding 2027 budget. - Conclusion: - Allocation methodology is being developed; potential new reporting needs for IT will follow. - Topic Title: Variances and Credits in IT Spend - Description: - [Speaker 2] noted favorable variance (~$14,000-$15,000) in computer purchases/hardware; asked if timing or overbudgeting. - [Speaker 3] reported overcharges on Crimson services; $5,000 and $4,000 credit memos forthcoming, plus free service hours. - Credits will hit Professional IT line; some zero-dollar invoices will document free project hours (e.g., camp project). - Hardware spend (docking stations, Lenovo) is timing-related; purchases expected later in the year. - Conclusion: - Expect credits in coming months; hardware variance driven by timing with spend ramping later in the year. - Topic Title: ISP Costs, Redundancies, and Cleanup - Description: - [Speaker 2] asked about reducing ISP fees; work underway to remove redundancies. - [Speaker 3] meeting scheduled on 2026-05-08 with ComDirect regarding camp site; main outlier expected to decrease soon. - Fair Oaks speed upgrade will slightly increase cost (~$50/month, to be confirmed) while eliminating a third line. - Identified double billing and unused lines (e.g., old Green/Hill/possibility sites); pursuing credits, potentially 2 years. - Clarified target state: each site should have two ISPs (primary and backup), billed via Telesystem; remove duplicates. - Confusion over vendor names (ComDirect/Telesystem) and billing transitions; audit initiated since late May last year. - Conclusion: - Ongoing cleanup to achieve two ISPs per site; expect credits and cost reductions after redundant lines are removed. - Topic Title: Need for Separate Deep-Dive Session - Description: - [Speaker 4] requested keeping this meeting high-level; proposed a side meeting for detailed ISP/billing issues. - [Speaker 5] supported documenting what happened and agreed processes for site closures and services termination. - Conclusion: - A detailed follow-up meeting will be set to document ISP cleanup, site closure processes, and allocations. - Topic Title: Camp Project Commitments and Deposits - Description: - [Speaker 4] asked for strategic project updates; camp project highlighted. - [Speaker 5] needs to sign contract and send deposit for the camp project vendor. - [Speaker 3] confirmed Crimson hardware is paid; deposit to Comcraft needed to avoid project delays into summer. - Conclusion: - Proceed with contract signature and deposit to keep the camp project on schedule. - Topic Title: Microsoft Licensing Price Increases - Description: - [Speaker 3] raised concern over upcoming Microsoft price increases impacting consolidated costs. - A contingency plan may offset the impact. - Conclusion: - Monitor Microsoft licensing costs; apply contingency measures as needed. - Topic Title: ARC Requirements and MS Agreement Clarifications - Description: - [Speaker 7] outlined need to clarify ARC’s requirements: what’s covered under MS agreement, historical Crimson scope, items requiring project proposals, and third-party tasks (e.g., vulnerability scans). - Requested a bullet-point document to address items one by one. - Conclusion: - [Speaker 7] will share bullet points to drive clarity and planning. ## Next Arrangements - [ ] [Speaker 3] to obtain the Verizon agreement and send the October request to Susanna. - [ ] Schedule a detailed session to review ISP cleanup, allocations, and Planful training (participants: Finance, IT, [Speaker 3], [Speaker 5], [Speaker 6]). - [ ] Finance to record incoming $5,000 and $4,000 credit memos under Professional IT and track zero-dollar invoices for free hours. - [ ] [Speaker 3] and ComDirect/Telesystem to finalize removal of redundant ISP lines and pursue credits (including Fair Oaks and former sites); confirm Fair Oaks upgrade cost and effective date. - [ ] [Speaker 5] to sign the camp project contract and send deposit to Comcraft to avoid delays. - [ ] Monitor Microsoft licensing price changes and implement contingency plan as needed. - [ ] Establish and document the process for site closures and timely termination of ISP/services to prevent double billing. - [ ] Clarify ISP vendor naming and billing responsibilities (ComDirect vs Telesystem) for contracts and credits. - [ ] Define and communicate the allocation methodology and any reporting changes, including invoice cost center requirements, before implementation. - [ ] Create a consolidated tracker for all expected credits (amounts, vendors, sites, timelines) to ensure receipt and proper recording. - [ ] [Speaker 7] to share bullet-point requirements for ARC; team to determine scope under MS agreement vs new projects. - [ ] [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 exact ISP vendor naming and billing responsibilities (ComDirect vs Telesystem) to avoid confusion in contracts and credits. > 2. Establish a documented process for site closures to ensure timely termination of ISP and related services and prevent double billing. > 3. Define and communicate the allocation methodology and reporting changes, including cost center requirements on invoices, before implementation. > 4. Confirm Fair Oaks ISP upgrade cost and effective date; update budget forecasts accordingly. > 5. Create a consolidated tracker for all expected credits (amounts, vendors, sites, timelines) to ensure they are received and properly recorded.	May 7, 2026	Speaker 1 00:00:00 The name of the town is derived from the river. The name of the town is derived from the river. The city is located on the banks of the river Sava. The name of the town is derived from the river. Hello. Speaker 1 00:00:31 He y Christie, Speaker 2 00:00:32 Um, since I have you on the call, were you able to get thatum Verizon agreement? Speaker 3 00:00:37 I could not get it from Gloria. However, I reached out to another Verizon rep that I know, and he's going to see if he can try to find it for me. I talked to him yesterday about it. Thank you. He's a lot more open to getting us what we need for us than she has been. And then Susanna, I am looking for your request on the October one. U m, as soon as I find that, I'll get that sent over to you. Speaker 2 00:01:06 Thank you. Thanks, Christy. Yeah, Just the the auditors with. That's just like a couple of Agreements that we need to provide for them, and they're trying to wrap things up. So, yes, as soon as we can get those, we would really appreciate it. Thanks. Speaker 3 00:01:19 Not a problem. He's been far more helpful. I was telling Sean about him today. Yes, okay, and we're not even his account, but he's the account manager for another one of my clients. And he's just been fabulous. Speaker 4 00:01:34 Great. Well, I'm going to kick us off. I'll be on video in about two minutes. Um Christy, thank you for joining. I know Mashawn and Jeremy has been through this. Process for the last couple of days. Um, so I think this is our first. Time introducing this for you. Um, generally every month. We ask that you put in to plan for your Results every quarter, we go over. Tactical, it really was tactical reporting of information back. Regarding the financial progress, um, right now we're kind of shifted. Um, we're looking kind of for strategic. Speaker 4 00:02:30 Information regarding what's working, what's going on with the IT budget. Um, we will post the numbers in just a second. We'll pull that up. This is your first time. Um. I've been reminding everyone that we really want people to timely put in their information in the plan fold. Do you have access to the plan fold? Susanna, Speaker 3 00:02:56 I gave sorry. I'm losing my voice. Susan na gave me access. Okay, so every month. Speaker 5 00:03:03 Just Carl, I'm sorry, just to take you guys a little bit. We have access but our reports have not been in the folders. For us to go in and put in our narrative. So I sent an email to you all about our narrative. So if we, you know, when I first get it, I go in there and I'm thinking, you know, I look for it. So if we can in the future, like have them there because I've been sending emails just to respond. Speaker 6 00:03:27 Yeah, Cassie. Yeah, Speaker 2 00:03:29 Suzanne, Do you want to respond or do you want me to? Speaker 6 00:03:31 Uh, yeah. So. Machine in the folders, uh like not the IT or the HR folder. So they're actually supposed to show up. You should have folder to the. I can bring it up really quick. It's. Speaker 1 00:03:47 Called the General Assessment Reports. Let me share my screen. Speaker 5 00:03:56 I S there a reason that they're not, you know, available able to be in the folder so that people. Like I'm working with, don't see the whole budget. Speaker 6 00:04:07 Well, it's they're limited to what they're they have access to. So even if they click on to the general app like in the same. Report they are restricted based on their access. So if they have consolidated access, they see consolidated and I know Oscar. Um. He has everything, but he doesn't see payroll. So. The film was shot in black and white. I'm almost out of time right now, so let me know if I need to like. Things are not. So do you have this uh general admin reports? That's where everyone leaves their comments. And, the reason why I'm not saving it into the individual folders are those folders are really for you to use and. Speaker 6 00:04:51 Um, it's more for like if you have any customized report, we're saving like just for your department. We'll save it in those folder. But for like the very generic, um everyone should have access to those header report, then we save it in the You know, organization-wide folder so that everyone has access to it. Mhm. So then yours, um, you should probably, um, you should have the admin reports. And once you click into it, it will be this IS details with variance report. Speaker 5 00:05:21 Okay. And then when I pull it up,'cause when I pull it up, I'm not able to add anything to it. I've tried. Speaker 6 00:05:29 So, um, for you, you have access to department main which is uh consolidated but uh. When we're requesting for comments, we're usually requesting for people to make comments on the individual departments. So, for example, you would be if you're talking about IT only then you uncheck department main. Check it. Run this report, and these will be IT number only. Compared to your budget, all right. And then from there you would right click in column G. It has to be in column G, the actuals. Um, and then right click on the cell that you want to make comments on, and then there's a comment section. So but then if you like click on this totals, they're not going to have that um ability to comment. So it has to be that specific um. Speaker 6 00:06:19 Ac count data. Okay. Speaker 2 00:06:24 So those other two folders that you have access to that say, HR and IT, they'll always be empty because as I mentioned, Those are only if you save a report or have a custom report that you want to. Keep, then you put it in those two folders. But to access your monthly results, You would go to the general admin folder, and then click on this report and then select IT or HR. Speaker 5 00:06:49 And I did, and I didn't have access here. So, And then I went back to the instructions and said it was supposed to be in the folder. So I will. Uh, try again and screenshot what I see and and let you know. Speaker 1 00:07:02 Okay. I'm so. Soum. Have in, Speaker 6 00:07:13 Suggest that we actually bring if you if we we can review the I T budget as well, butum. You know, since it is very organization wide, Kathy suggested that we bring up the consolidated reports and then look at specific accounts related to IT. Orum Christy, where would you like to start? Speaker 3 00:07:35 Actually that sounds great. Um let's look at consolidation because as I'm working on rebuilding that app for you guys to show. What belongs to whom? This will give me a great overview of how you're seeing things. Speaker 1 00:07:53 And I'm not sick, I'm just losing my voice. The film was released on 24 July 2015. This is all data that's not necessarily relevant. Speaker 6 00:08:04 To you, um, The first account that would really be applicable for you would be the professional IT account. Um, those are just, you know, crimson costs. Speaker 6 00:08:18 And additional charges from like purchasing or any additional services. Speaker 3 00:08:26 So would it help for you guys on Crimson invoices for us to break out what. Like if we're if we are purchasing something that goes to a specific department, To actually put that cost center code in there for you guys so that it's in there and says, okay. Well, this is something that should go to. It's actually being purchased for Susanna. And, we put that cost in there like that because we can break the invoices down like that. Speaker 6 00:08:56 I think we're kind of already seeing that. Okay, I think I mean I I'm sorry, I'm not the one that really works on all the invoices, but I see thatum. It's been broken. I mean, I see on certain invoice that it says Long Beach Center or like Claremont Center, so yes, Speaker 4 00:09:15 I think. Chris, and this something that we're working through. We are moving towards allocations. This something that we're, you know, working on as an organization. We're actually bringing in a consultant to kind of help us ensure that NetSuite is set up in that way to be able to handle properly the allocations. But the finance team has been working with the ELT on allocation methodology. I think There will be. Speaker 4 00:09:46 Since, a lot of these expenses are spread out or belong in different departments that you're ordering kind of centrally, we will want. potentially again, We'll want to kind of think about it and meet with you as we get deeper in this project. But we are moving in that direction to where we will be assigning costs. Or allocating costs to either the proper account or balancing them against to be charged against the organization. So there's more work. Our goal is to implement that this year in the next couple of months and then look at going back at all the data. And. Um, Updating it through the beginning of January. So we have accurate numbers for twenty six that feeds into our twenty seven budget process. So, just wanted you to kind of be aware of what we're thinking about, and that might we might need a little bit different type of reporting. At that point. Speaker 2 00:10:42 Yeah. And I don't think this, this, I don't think this, This line item reflects like computer purchases or anything like that for the departments because we do, We do code those when we when you purchase computers or computer supplies that is going in a separate account. This is just the monthly um Crimson IT invoice that we get for software things like that. Suzanne can you still? And your services, your professional services. Speaker 5 00:11:10 Sun ny, Can you show Chris where you clicked on to see the bill and drill down form? Speaker 6 00:11:16 Yeah. Soum, you just actually have to double click in here. So this is like column G is the month- to- date detail. So there's only$ 25. So when you double click into it, it will only show you that month- to- date. And uh if you would like to see additional details, it does say I mean, we we put in what we see on the invoices. So this is for the access point for Claremont. And, you know, if you want to look at prior months or year- to- date, You could click on this year- to- date number in column L, and it will give you everything. Here's the date and, you know, just different purchases. Speaker 3 00:11:50 Okay. And then I can correspond that back to my system. Is that invoice number in there where I can correspond it back and look it up on my side? Speaker 6 00:11:59 Yeah, the document number is the invoice number here. Perfect. Speaker 1 00:12:06 That's an Apple charger for that bottom one. Yep, I just looked it up on my side as well, Speaker 3 00:12:13 So perfect. That works great. Speaker 5 00:12:18 And then Chris, you've already done and and we can probably talk about expanding your allocation. Uh, the allocation that you've already created for Lenovo andum. Internet and I think it's also Verizon. Yeah. Speaker 3 00:12:35 And Zoom, yes. Speaker 5 00:12:37 And Zoom. So Carl, They'll need to they'll probably want to look at that what she's created from our IT side and ask. You know, If there's anything else, we can add on that part to drill down to better allocations, Speaker 1 00:12:49 There be happy to do that. Mhm. Um. Speaker 4 00:12:58 Well, I know that this is kind of. A little different than the other ones since. You know, this might be one of the first times you're seeing this, Christie. Generally, you know, you would be looking at your financials monthly. We usually give you about three days to look. You would go in, make comments in the notes section. I know that you may not have been trained before, maybe have forgotten. So, you know, I can definitely have Susanna or Kathy set up some time, if you need kind of a retraining or understanding. Speaker 4 00:13:30 You know, or just giving you some of the tips that we've used in the past. But really today is not to go line by line to say what's working, what's not working. It was really kind of to better understand, you know, what's working well overall. What is um, what are things that we're needing to improve upon? I know that we have noticed some charges. I'll let Kathy kind of talk a little bit about that because she did raise. Some expenses that are trending a little bit higher than what we thought, and we wanted to kind of better understand the long-term strategy. But there is this, you know, what's working well? What do you see over the next couple of months? Do you feel like spinning is going to kind of stay at a par? Are you expecting to do any work that maybe is not on here? We're really just trying to look and understand what's the game plan for the next couple of months. Speaker 4 00:14:30 So Kathy, I don't know if you wanted to kind of mention that variance that we saw. Yeah, Speaker 2 00:14:35 There's a couple that are yeah, there's a couple that were like really favorable on computer purchases and IT hardware. If you look at the variance column in You know, we're like fourteen thousand, almost fifteen thousand dollars favorable for the year, which is great. So I guess the question is, I am assuming that's timing related. That. Work. Plan ning to spend that, you know, those those funds later on in the year or is that something. That we just over budgeted for. So that was one of my first questions. If you have any input on that. Speaker 3 00:15:11 Yeah, so I probably will answer all your questions within that. So, the reason why I asked originally about call centers and things like that is just to make sure first off. That the invoices we send over, I don't know if you guys do it, and that's why I had that question. Was, you know, is it being separated into the correct cost centers? But, you're going to notice a variance on Crimson IT services, where there was a mistake that happened on our end. You got overcharged for some things. Um, we went back and fixed it, so you're going to see a $5,000 credit memo coming across uh and a $4,000 credit memo coming across in the next couple of months. Speaker 3 00:15:54 That's going to sort of even that out in a way. And then we're going to offer some free services as well where we're going to be doing work, but we're not going to charge that work back. So you might see that variance happen, but that stuff is going to be placed on another line item. So just let me know how I can make that work better for the budget. In addition, Speaker 2 00:16:15 And I think that's going to be going against the professional IT line item Christie, I think I mean, That's where we're recording those costs. So it would, It would be credited to that account. Speaker 5 00:16:27 Gotcha. So I also want to say here, this has been a part of the email that I have shared out. Uh, see you all in response to both budgets. There has been some details shared out, and I have said this in other uh itum conversations regarding these budgets. But Christy, go ahead and give the context and detail. Speaker 3 00:16:45 Okay, not a problem. We're also going to use that for projects coming up. Some of that credit is going to actually be on the project side. So things like the camp project that's happening at the end of this month, there's going to be some free hours given towards that. That's going to balance out the professional IT costs. Um, So that's going to be something that we're going to line item into some into an invoice. You're going to get it's going to be a zero invoice, meaning you know there's nothing you guys are going to pay, But it's going to show that we've given these hours at cost to you guys. Speaker 3 00:17:22 Um, now for the computer purchases we actually estimated based on growth of the business. For the IT hardware and the computers. However, we haven't had to spend that just yet. You're probably going to start spending that towards the end of the year. So items like docking stations, Which I had budgeted for a third of the cost of replacing them for the company, I just ordered those today. And Michelle will tell you I did order those. I ordered some of them, but not all of them. So, a lot of these purchases are going to be closer to the end of the year. So those were are going to balance out. Whereas the computers themselves are for new incoming people that need computers. And because we have not used up all of the Lenovo's yet, that's going to be a later in the year purchase. Speaker 2 00:18:11 Okay. Makes sense. Speaker 2 00:18:15 And the other question we had was on the ISP. I know we've talked about this at great length, but do you have any indication that those fees will be coming down? I know we are trying to reduce redundancies and Some of that work had started last year, and I know it's very challenging to do that, But just trying to get an idea going forward, what we can expect in that one. Speaker 3 00:18:38 So with the ISPs, those are actually, Um, The one for camp is the biggest cost one that we have that we're trying to lower. And I have a meeting set up tomorrow with ComDirect. I had sent out a message to Kelly uh in regards to camp costs. And, so probably will know the answer to that within the next week or two on how much that's going to come down. And that's going to be your main outlier on internet fees, and that's going to reduce everything. U m, with Fair Oaks, we are actually going to increase the cost because the internet. If you guys haven't already noticed it, the internet at Fair Oaks is. A little bit more slow than what's what's needed. So, but that one's only going to go up. Michelle and I can't remember what I quoted at that one. But I think it's like fifty dollars a month, is where it's going up to. But don't quote me. I got to double check that number. Speaker 5 00:19:32 I did say it in our last meeting, but I don't know. Speaker 1 00:19:38 U m, all the Christy. Speaker 6 00:19:40 Um, sorry to cut you off. Um, but. I thought tow system was supposed to replace some of the service. Speaker 3 00:19:48 They did. So, there is an issue with double billing that we just got resolved this month. Where there was some, errant, I guess you would call them. Internet services that were still active that we didn't know about. And they had never got canceled from two years back. So those should also go down. Um, ComDirect is working on trying to get us a credit back for those unused. Lines. Speaker 5 00:20:19 That's the AT and T billing that you were working on, And I think that you've been sending emails to to the team regarding the the AT and T. Yes. What we needed to do there. Speaker 6 00:20:29 But, the AT and T one is for Lauren, Cell, Frank and I believe for the old possibility location, and those are really just two hundred dollar, two hundred something in total. But I thought like cause right now from judging from this right like we have three lines for, For For Fair Oaks one from Telesystem one from Aceumum ACC and then one form uh Spectrum. This is. Speaker 3 00:20:53 Yes, so it seems. Is that accurate? That's the second one that you mentioned is the one that Comdr. is trying to get credit back on. Speaker 6 00:21:03 From like, am I like, which which bill should I expect to go down? Speaker 3 00:21:08 You're going to see Fair Oaks total, um, once ACC business is out, you're going to see that one go down. It's going to come up a little bit, but it's also as a whole going down because we're going to increase the speed, but we're cutting out, we've cut out that third line. What you mentioned was the second one. So that's one that's going away. The Green Street site also went away, which is the old site, old possibility site. Speaker 5 00:21:37 That was up for like like since we left Green Street. That was that was up and being charged out. Speaker 6 00:21:42 It should be the Hill Street. Green Street was long gone. Green Street, Speaker 5 00:21:47 I understand no, But we were still we were still being charged for that for what up until like two months ago. Two three months ago, Speaker 1 00:21:55 Chris. We were still being charged for it. Speaker 3 00:21:59 And. So that one in the fair oak site is the ones we're trying to get the credit back from DSP. Because they were unused. Speaker 5 00:22:07 And Hill was an issue because we didn't we didn't know about that. So just like we close out staff, we need we talked about on our last, But we need to be a part of conversations when we're closing down a site. So we closed down the tech of that site, but if were, Pu lled into the loop of that, we won't know what to end. Speaker 1 00:22:28 Yeah. So like what about other sites, like Claremont has three. Speaker 6 00:22:35 Oh, Jay has four or I will say three. Speaker 3 00:22:39 Those are part of what Comdrick's working on to get reduced and taken out. Because, they were smaller fees that never got cut off and never got rolled up into ComDirect. So those are the things that ComDirector was trying to actively get rid of, and they did get rid of them. So we're waiting on. Speaker 1 00:22:59 Just the credits. Okay. We're. Speaker 3 00:23:09 Trying for two years of credits. I don't know if they're gonna. I don't know if we're going to be able to get it, but that's what we're trying for. Speaker 6 00:23:17 For like ESA, uh for the other centers. I know like possibility we haven't been using it for two years, but all the others were only supposedly go going away when Telesystem came in, which is last year. In July or something like that. No, Speaker 3 00:23:33 No, much longer than that. Speaker 5 00:23:34 No, much longer than that because Telesystems was supposed to shut off. And take over the contract and move forward. And some of the sites had more than. Want more than those, And we didn't get those initially when we came when we came into this last May. So they started to audit all of that, and you've started to ask questions, and we've been finding the amount of services that we need to end. And go back and collect money from. But I think we've been saying this too on some of these calls. Speaker 3 00:24:07 Yes. So When I took over at the end of May. We did our own audit and found that there was a lot of things that didn't get canceled correctly from previous years. And these are some of them that got they were being double billed for. What we found was over a year, I think it was maybe 16 or 18 months, if not longer that we could verify. Comdrift has been in the picture for well over three years. But it was just going under the name Telesystems. Speaker 3 00:24:40 And then they changed the name to CommsDirect last year. Speaker 5 00:24:44 But we weren't. I'm sorry, the other way, Chris, from ComDirect to TeleSystems. But I get it. Speaker 6 00:24:48 But we weren't paying ComDirect. We were we were being directly billed, and then the contract took over everything and start billing us last year. Speaker 5 00:24:58 Yes, because as we mentioned that Comm- Direct was purchased by the systems. Larry was our rep and was the owner of ComDirect. He merged sold his company to Tell a Systems, and this is what I've been saying for some time. And when he sold, they made that transition. We've been trying to clean up the bill because they've seen it and identified. We were being double billed. Speaker 6 00:25:25 So, sorry, just one last question. Um, let's say Claremont. How many service line I mean how many bills are we supposed to get? Just one from Tel- System and all the other ones are duplicates? Yes. Speaker 3 00:25:37 You're going to have two ISPs at a lot of the sites. One is the main, one is the backup. There should not be anything over two I S Ps at each site. Speaker 1 00:25:47 Once everything is cleaned up. So we're. Speaker 6 00:25:52 Still expecting two. Speaker 6 00:25:56 Yes, Are they all being built by Telesystem or are we going to? Speaker 3 00:25:59 They're all being billed by Telus. Speaker 5 00:26:02 So from an IT perspective, all of our sites have one vendor and a backup vendor. We did that intentionally. One system goes down, we move to our backup vendor. That was set up even before me and it's a good plan. And so other than that, we don't need two or three vendors. And they should be going back and Telesystem was going back to correct. What was in this duplicate? All this duplication. Speaker 3 00:26:26 Um, I actually have the data. Speaker 4 00:26:29 Thank you. Well, I just want to mention like this is getting very tactical in the weeds. It sounds to me, we might need a side conversation to kind of sort some of this stuff out. And to get it a little bit more clarity. This meeting is not intended to kind of work through those issues. It's really to call out some of these discrepancies. We have Sergio, we have Jeremy, we have other executives on the call. I really want to keep this at a higher level. Um, I would suggest us setting up another meeting and walking through some of these issues. And if we need to coordinate and meet a little bit more often, we can. But this is getting way too in the weeds. Um, but I would love to continue the conversation. I really am looking for high level. Conversations regarding, you know, kind of next steps. What are we seeing as issues and how do we work through those? And then we can come back to these separately. Is that okay? Speaker 2 00:27:19 Yeah, I think yeah, I think the fact that we know that there'll be credits coming down the road in the next couple of months is really the information that we were looking for just to make sure that you know, it's not. And we talked about this at great length. So I don't think we need. To talk about it anymore, I you know appreciate all the work that's been done, Christy, And we're just going to look for the credits, and we'll continue to provide the information we need. Speaker 5 00:27:44 I would recommend that we extend another meeting and go into the details to make sure, Because it seems like Suzanne and I had a lot of questions as of UI. And I want to make sure that one, we get it documented what was happening, what was supposed to happen so everybody's on the same page moving forward. Speaker 1 00:27:59 I agree. Speaker 5 00:27:60 And also, I also think that we do need to not all of our line items, but just like other programs where there's overage. And I think we're probably over in this call, just like other programs that we're going over. Speaker 5 00:28:15 I'm wondering, like, what, like is this if this is it's budget. Why is hotel at that point? Like what's going on there? Speaker 6 00:28:24 No, no. We're looking at consolidate right now. Speaker 5 00:28:27 Okay, you're looking at consolidate. Yeah. So When I look at IT budget, you see what I'm saying. Like, why am I looking at consolidated if. To look at the IT budget, but I no no no. I hear you. Speaker 4 00:28:41 Hold on. Go ahead. So I agree. We should have a separate meeting to kind of go in the weeds and talk through this. Um, I think there's also needs to be some understanding of when we roll something up from a consolidated perspective. What does that mean? Um, again, like we didn't have that meeting. I don't believe it was a you know, it was more of a training on Planful. We haven't really dug in and kind of, To really understand and break out and understand the budget because I believe this is Christie's first call when we've had some of these meetings. So to be fair, I think we might need to invest a little bit more time. To kind of go through this. So I agree. Speaker 5 00:29:23 But we did get into the weeds on that call. We it didn't intentionally mean to, but we did get into the weeds on the planning call. So yeah, Speaker 4 00:29:31 But it just seems like we need to clarify some additional line items. So we'll definitely do that. Sorry Kathy, you were saying? Speaker 2 00:29:38 Oh no, I was just saying because um, Christy manages the you know the entire IT budget as well as you do. Um, we had we wanted to look at consolidated first just so that you could get a picture of how everything's rolling up on a consolidated basis. The intent was to then look at the direct IT budget, but it looks like we're short on time to do that. Speaker 4 00:30:09 So strategically, what is there? I know there's a couple projects, larger projects that we've budgeted for. I know we're right at time so we can keep this short, but I know that. There are some projects that are going on at camp. I know Dan has been aligning and making sure that we're ready if there needs to be any, you know, additional. I guess attention to that. Um, just kind of what's the game plan? What's the strategic plan from this side over the next couple of months? And, do you feel like you can achieve those goals with what's in the budget? You know, just looking for any kind of You know, expenses that we're not, you know, Looking at or things that have popped up since, you know, this year is flying by, and. There seems to be something that needs to happen every week, so just trying to better understand. Speaker 4 00:31:02 I s everything aligned? Is everything good? Is there any kind of thing that we need to put some focus on? Before we get off the call. Speaker 5 00:31:09 Chris, Do you want to I need to sign? Uh, the contract for this is for the the camp. I need to sign the contract, and we need a deposit and I need to send that over right? Speaker 3 00:31:20 Correct. Soum tell systems com direct they're waiting on for their portion. You guys have already paid the crimson part with which is all the hardware. But we do need to make the down payment for Comcraft because if not, They're going to push the camp project out a little bit farther into the summer. Speaker 1 00:31:39 We don't want them to get that. So nothing else, everything else is. Speaker 4 00:31:51 Going to plans, peachy. Speaker 3 00:31:53 Um, I'm going to take a look at everything and but I have a hard stop two minutes ago. For another meeting, but let me get with Susanna on a few items and then Susanna. I just sent you a Teams message. I definitely agree we do need to meet and go over everything for ISP, but that's more of an end weeds that is just. Finance and Mia and Mashaun. Um, I think everything else with the credits and stuff like that is going to be great for everything's going to be um. Speaker 3 00:32:28 Even ed out for the Crimson IT portion, the only one I have some serious concerns about is the Microsoft. Consolidated just because Microsoft is raising prices again. But we have a contingency. Speaker 1 00:32:43 Plan that may balance that out. And those are the Microsoft licenses, correct? Correct. Okay. Speaker 1 00:32:56 Anything else before we break? Yeah. Speaker 4 00:33:03 Michelle, do you have a couple of seconds? I can call you. Speaker 1 00:33:05 I do. Absolutely. Thank you. Speaker 4 00:33:08 All right, thank you everybody. Speaker 1 00:33:09 Thanks, bye. Thank you. And. Speaker 7 00:33:19 So there was a list of requirements that Arc is leaning on us to help deliver for them. Um, And I just need some clarity on what's already included in their M S agreement. Historically, what has Crimson done, you know, as part of it? And also like what do we need to build out uh as a project proposal? And then what we also need to kind of work with the third party, you know, with regards to like. Um, vulnerability scans or something like that. So I'm hoping that that's the outcome of this discussion. See you all later. Speaker 1 00:33:56 So Vince, get a document, share it, make bullet points so we can address it. Speaker 7 00:34:02 Each one by one. Yep. So here is the bullet points I'm gonna share right now.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=95a07845-af86-45eb-bb1e-28deb65cfc06&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3ODE4MjcxMiJ9.CgoKBHNuaWQSAjY0EgsI5Nb_87uclj8QBRoNMzQuMjM1LjE0MC40NiosSWFFRnVzZTFVdHhKK0VKY2NjU3psc3FUcEtBelZpL3pCOGkwcFd6ZWN2QT0wmgE4AUIQohFejSOAABCPbqbKE8c2IEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.QFncDDYIPQ3aEBNbycdIy_q-IbI553FVMhZqPLvu6Wk&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
07-21 Team Operations Note: Balancing Administrative Debt with Strategic Progress and Personal Milestones	 ## Core Synopsis The team's operational rhythm is marked by a persistent tension between managing administrative debt and executing strategic projects. Christi is shouldering a significant burden of overdue compliance tasks, specifically citing a "No Before" training that was over 700 days old, indicating a systemic issue with timely completion of mandatory administrative work across the organization. This operational drag exists alongside forward-moving strategic initiatives, such as the roadmap for strategic goals and the migration of SCHARP items to Crimson, which Sergio confirms are "on track." While there is a clear focus on improving efficiency and tracking key performance indicators like ticket resolution times, the underlying cultural and personal narratives reveal a team deeply invested in their work and each other, blending professional updates with significant personal milestones. ## Operational Status and Personal Updates ### Administrative and Project Oversight A backlog of mandatory "No Before" security training is a recurring point of friction. Christi is actively working to clear her own overdue items, some exceeding 900 days, and has sent reminders to all employees to complete theirs. This is framed as a critical compliance issue, underscored by a past incident involving "Doctor Barber." Concurrently, key strategic projects are proceeding as planned: - The **Strategic Goals Roadmap** is on track, with a dedicated meeting scheduled to review progress. - The migration of **SCHARP items to Crimson** is also confirmed to be on track. - Sergio is analyzing processes to identify efficiency gains, confirming his work is "on track." - Ticket metrics are being monitored, including `same-day resolution`, `number of open tickets after 330 days`, and `average ticket age`. ### Personal and Team Morale The meeting included significant personal announcements that highlight the team's supportive culture. - **Christi's Good News**: A foster daughter has committed to staying with the family long-term and has begun calling Christi "mom." Furthermore, she asked Christi to be the "Gigi" (grandmother) to her unborn son, an emotional milestone for the family. - **Sergio's Update**: He is managing challenges related to a person's therapy and fears, noting her inspiring spirit. - **Anton's Mention**: His name was brought up in "irritation" related to the "No Before" training, though it was immediately framed as a sign of affection within the team. ## Next Move **@Christi** - [ ] Send a follow-up all-employee email regarding mandatory training completion - [TBD] [EOD sweep 2026-07-27] Plaud solo reasoning note (admin debt vs strategic progress + personal milestones) - no meeting time to log.	Jul 21, 2026	Speaker 1 00:00:02 There we go. Anton, your name has been said today multiple times in irritation at no before. Only because we love you. I am actually. Speaker 1 00:00:36 I Will I'll send out another all-employee email, reminding it about the training because I sent it out last week and the week or the week before one of those days. And I don't think everybody read it Yeah. Speaker 1 00:01:14 Good. Good, Because I've been sending out emails to ensure that people do try to do that and make sure things are legit because of what happened with Doctor Barber. So, But I just finished a No Before training that was over seven hundred days old. And I did get rid of the 900 day one after I hit my 900 mark, because I was like, you know what? I am just going to hit this 900 mark so, Just a heads up, I'm catching up slowly on those. Actually, My good news is I'm still living with three teenagers in the house right now. That is my good news. Well, partially. Good morning. Speaker 2 00:02:42 Yeah. Speaker 2 00:05:02 The President of the Republic of Azerbaijan, Mr. Ilham Aliyev, has signed a decree on the appointment of Mr. Hikmet Hajiyev as Minister for Foreign Affairs. Speaker 1 00:06:30 So I'm going to give you guys my good news and I'm, hopefully not going to cry in a good way. So um one of my foster daughters has asked to stay with us much longer, which is a huge huge deal for her, and it's amazing. And then she started calling me mom, which I, you know, I give every kid the option to call me whatever they want. Um but she's, but she also asked me to be a Gigi too. Her unborn son, so I am becoming a Gigi. I am not going to be grandma; too young for that. So, and thanks. Speaker 2 00:08:01 He has a great one. Speaker 3 00:10:01 I Am taking a break, just like everyone is trying to get this game and I kind of feel like they are from a flight. Speaker 3 00:10:17 I'm here for them. Speaker 2 00:18:48 Fifteen percent same day resolution number of tickets. Number of tickets open after three hundred and thirty days, and tickets are becoming the average. Speaker 2 00:21:34 Um, The strategic goals roadmap, we actually have a meeting about today, and that is on track. And then um finalized moving all SCHARP items to Crimson is on track as well. Speaker 2 00:22:45 Uh and then I'm gonna run it to be in the right. That's basically what I'm trying to do. And then like, is there a more efficient way so on track? Speaker 2 00:28:23 She's on track. Speaker 3 00:28:26 For her therapy and I'm smashing. I get to work with her, she inspires me. And then she's. Speaker 2 00:28:33 Got a lot of terrible fears that we're getting on top of now. What is your spirit? It really can't be put into words, it's like.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=b1385952-8044-4071-affc-505269c2978d&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDY2MjM5NyJ9.CgoKBHNuaWQSAjY0EgsI9t3Nj5LYsz8QBRoOMTc0LjEyOS4xNTMuODIqLDVkc054b1pmKzBySlFSMmVPNEZRZDZQV3plZ1p2YzVBNEswd1FwS0c2eVk9MJoBOAFCEKIpgg-0YAAA9hikPbNqJpdKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.67cmbDUs55Md27IQCcNEw8R6XsimzWgNbQDJx2_f-Q8&ApiVersion=2.0	Processed▾	Confirm SCHARP migration to Crimson remains on track and review next milestoneAttend dedicated meeting to review Strategic Goals Roadmap progressSend follow-up all-employee email regarding mandatory training completion	✓	Other / Mixed▾	—	n/a - reasoning note, not a meeting	n/a	—	—	✓
05-04 Meeting: IT and Security Assessment Kick-off for Foothill Project	> Date: 2026-05-04 10:30:22 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 5] [Speaker 6] ## Meeting Notes ### Kick-off and Participant Coordination - Speaker 4 initiated the meeting, stating that Anton and Jason's presence was primary. - Another participant offered to contact Anton to ensure he joined the call. - Speaker 5 experienced a brief technical issue with their headset, which was resolved. ### Relationship with Foothill Family - Speaker 2 asked Speaker 1 about their relationship with the owner of "Foothill Family". - Speaker 1 clarified they do not know the owner. The initial contact was with the CFO, Jim, who then connected them with Chris, the CIO responsible for IT. This is a new relationship. ### Kick-off for a New IT and Security Assessment Project - A new assessment project for a client organization ("Foothill") has been initiated, similar to the previous "SHARP" project. - Ansor has communicated with the client's IT manager, who was not receptive to the news of the assessment. - An initial call is scheduled for May 5th at 10 AM on Teams with Pete, Ansor, Chris, and the client's IT manager to set expectations. - The ultimate goal is to propose a takeover of their IT operations by demonstrating cost savings. - The assessment team plans to go on-site, with Jason, Kevin, and possibly Mike attending. ### Scope and Phases of the Assessment - The project will be a full IT assessment, not just a security assessment, and will be broken into two phases over four to six weeks. - **Phase 1 (Security Assessment):** - Produce a full security report correlated to HIPAA requirements. - Findings will be categorized as critical, important, and nice-to-have, including timeframes and costs to fix. - Vulnerability scanning using Greenbone tools is confirmed to be part of the assessment. - **Phase 2 (IT Operations Assessment):** - Conduct a full "onboarding-style" assessment to understand the state of their IT, including policies, procedures, backup, and change management. - Assess the need for open IT positions within the client's organization. - Gather financial data, such as contract costs and the overall IT budget. ### Roles and Responsibilities - Jason will lead the assessment, with support from the team to ensure a comprehensive deliverable. This will be his primary role moving forward on new client engagements. - Chris will be Jason's counterpart, leveraging her experience from the SHARP project to guide him. - Anton and his team will handle specific tools like Network Detective for the infrastructure assessment. - Ansor will focus on interviewing the executive and IT staff to understand the business component and manage the relationship. - A Project Manager (PM) will be involved to create a project plan and keep the engagement on schedule. ### Assessment Tools and Methodology - The team will use a set of tools including Network Detective (run by Anton’s team), PowerShell scripts, and vulnerability scanners like Greenbone. Avic is not used for assessments. - The process involves reviewing all client-provided documents to understand their environment before running any scans. - The final report will be aligned with NIST standards, highlighting areas that impact HIPAA compliance as critical findings. ### Security Assessment and Validation Process - [Speaker 5] validates client-provided information, checking for rogue elements or network loopholes in a "mini pen test" to identify open access points, vulnerabilities, or backdoors. - For this, [Speaker 5] typically gains Super Admin or Global Administrator access to the client’s environment. An app registration is added for full read rights, with write access only sought with leadership approval. - For the client Foothill, which is HIPAA aligned, checks will include ensuring BitLocker and MFA are enabled. ### Experiences with IT Vulnerabilities - [Speaker 2] shared an experience of using Nessus to uncover numerous "level ten" vulnerabilities on devices that were "set it and forget it," like outdated access points and switches. - It was highlighted that IT directors may not be aware of all vulnerabilities, as was the case for [Speaker 2] until a fractional CISO was hired. ### Standardizing the Assessment Process - The group discussed templating the assessment process. [Speaker 5] explained that while there is a template, each situation's uniqueness prevents full standardization. - [Speaker 2] noted such an assessment would be valuable for executives if findings are translated into simple business terms, covering security posture against NIST, cloud configuration, and access controls. ### Review of Past Project Documentation - [Speaker 2] inquired about locating reports from previous projects like the "Crimson IT presentation" and "Sharper Executive summary." - [Speaker 5] confirmed all work since November 20th is in the shared folder and mentioned creating a custom, executive-level report for a past project instead of using the standard Network Detective report. ### Proposal for a Non-Profit Initiative: "Crimson Cares" - [Speaker 2] proposed creating a non-profit called "Crimson Cares" or a "Crimson IT Academy." - The non-profit would run boot camps to teach basic IT skills (e.g., crimping cables, email setup, Network+ certification) to people in transitional housing or the foster care system. - [Speaker 5] expressed support, having board experience with a similar non-profit, but noted participation might be a conflict of interest. ### Update on Other Projects (Maverick & Vegas/Colorado) - **Maverick:** A kickoff meeting is scheduled for May 6th. - **Vegas/Colorado Recruitment:** The full company application for Vegas has been submitted, and two people have been secured for Colorado. ## Next Arrangements - [ ] Ansor and Pete to attend the initial client call on May 5th at 10 AM. - [ ] Jason to work with Chris and Anton to create a technical plan for the assessment. - [ ] Jason to create a high-level task list that can be used as a template for a formal project plan. - [ ] The project plan should include a section for Ansor to interview executive and IT staff. - [ ] Ansor and Mike to meet on May 5th to prepare for the budget review meeting. - [ ] [Speaker 2] will review the "Crimson IT presentation" and the "Sharper Executive summary" to prepare for meeting with client executives. - [ ] [Speaker 2] plans to present the "Crimson Cares" non-profit idea to Anzar. - [ ] [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. Anton's participation was considered essential for the meeting's purpose, but it was unclear if he successfully joined or when the main discussion would proceed. > 2. The primary objective of the meeting, which Speaker 4 intended to "kick off," was not discussed. > 3. The client's IT manager has shown initial resistance to the assessment. This poses a risk to project timelines and cooperation. > 4. The client's help desk is currently considered out of scope, but the discussion noted this could change, which introduces uncertainty about the final scope of a potential takeover. > 5. The discussion about standardizing the security assessment process did not result in a clear decision or action item to create a formal template. > 6. The proposal for the "Crimson Cares" non-profit initiative is in a very early stage. A formal plan, including resource allocation, funding, and legal structure, needs to be developed.	May 4, 2026	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://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=e95496b0-d7d5-4413-8033-25179384e007&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NzkyMjg2NCJ9.CgoKBHNuaWQSAjY0EgsIlMq43ZuFlT8QBRoMMy4yMjEuMTYwLjMyKixXaGl3dVRTQSthVU9lbkIzS3lIWmFIUGtXRDhndUZyTzVqY0pXVTd0aEVvPTCaATgBQhCiEGa9uIAAEI9uoN-T2shJShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.7O1LgHS-T21q1s5EogeMRDNPfUeH5GDQRJyoRuPbKWU&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
08-31 Professional & Personal Updates and Future Planning	 Christi briefed on a dense slate of operational priorities, client project statuses, and site support plans while coordinating near‑term scheduling and training strategy; she also shared sensitive personal updates involving dental care and foster responsibilities, including inpatient treatment for her pregnant foster daughter and contingency planning around the October 5 due date. Key follow-ups include completing expense processing by the 6th, executing site visits and fixes at camp and Claremont, advancing Alere stakeholder discussions, preparing team members (Robert, John) for expanded roles, and re‑running Power Automate training to engage PEC. ------------ ## Current Project Status and Expense Management Christi is prioritizing expense processing and invoice reconciliation. For Sharp, expenses still require paper-based signatures. For Ability First, she has processed receipts totaling 10,000, must approve an additional 50,000 in invoices, and locate 20,000 in invoices. All of this is due on the 6th of the month, making the next several days time‑sensitive. Project-wise, Cotton has again been postponed, now tentatively set for September 23; it has already been billed 100%, and the remaining dependency is training delivery. The Alere project is wrapping, with a stakeholder session scheduled Thursday to explore enabling AI for other shareholders within their tenancy. Westwood remains problematic due to scope management: after the client objected to a 20-hour estimate, George reduced the hours. Concurrently, George continues to accept additional requests despite internal prioritization, causing delays. Christi attributes timeline pressure to this lack of boundaries with the client. Alere’s work has remained billable, while Cotton is high-touch and requires significant guidance. ------------ ## Internal Operations and Site Support Strategy Christi outlined a multi-site support push focused on reliability and compliance. At camp, they will complete Starlink and cabling work and diagnose a recurring dropped-call zone on the walk from the pool to a residence, likely an AP handoff issue. New antennas have arrived and will be tested. An amphitheater connectivity problem has been identified; a switch requires attention. These tasks are scheduled for tomorrow, with Christi and Vana on site; Comcast is also attending, and Christi has invited Kevin (awaiting response). Claremont needs more consistent support due to its distance and a quieter request culture; Christi and Vana will conduct a walkthrough to surface needs. East LA presents potential HIPAA risk: some teams are saving documents to Teams rather than ProCare. With DMH requirements approaching next year, Christi and Sean are seeking process tweaks and lightweight training approaches to keep documentation in ProCare, while respecting departmental constraints on training time. The broader goal across sites is to streamline workflows, bolster reliability, and maintain full HIPAA compliance without imposing heavy training burdens. ------------ ## Team Development and Skill Assessment Christi reported notable growth in Robert’s capabilities over the past five months after clarifying his operating boundaries. He is strong with CCTV, ADT, and Brivo, and he will replace SonicWall infrastructure at a site within the next two weeks. He is described as a fast learner and persistent problem-solver. Looking ahead, the team plans to assume responsibility for Meraki switches and firewalls in April 2027 when the Pearless contract ends; that transition will open substantial learning opportunities for Robert. Until then, Pearless continues handling firewalls, switches, ISP, and telephony at most sites. Vana is the favored onsite resource for the Pasadena office and is well-regarded there. Christi sees value in exposing Gaston and Robert to Curated Partners and Jham for experience. Separately, John Wilder wants to help with training; Olivia has asked Christi to give John more challenging work. Christi will prepare John to co-deliver training and take on department tasks as Christi intentionally reduces her own training load. ------------ ## Strategic Client Engagement and Scheduling Christi plans to re-run the Power Automate training due to strong client interest; PEC attended a prior session and asked to join a repeat, which Christi hopes to leverage as a foothold to bring PEC under their umbrella. She maintains a client map in Nylar that includes Sharp, Inglewood Ability First (near Sharp), Curated Wealth Partners (near her home), Primrose Winegard, Auto Concierge, Gismart, and other Sharp offices—useful for planning multi-stop site days. She aims to bring Gaston and Robert on upcoming visits to L. Frank (Pasadena), Curated Partners, and Jham, and to update the client map to current status. Scheduling-wise, Christi’s AI training load eases after Wednesday; she is at camp during the day tomorrow and in Claremont in the afternoon. Over the next two weeks she is broadly available except the 17th, and she is free before 3:00 PM on the 8th. Neither participant will work on the 7th (Labor Day). Christi is purposefully scaling back training for the next four to six weeks and plans to request a one-week leave around her foster daughter’s October 5 due date. ------------ ## Personal Health and Foster Care Update Christi will see the dentist today after the screw from a dental implant came out; she is temporarily using a partial denture. She then discussed sensitive foster-care matters: her foster daughter Angie (20), due October 5, recently resumed using weed and crack. Social work has become involved, and DCFS may remove the baby from Angie’s custody and place the baby with Christi. After learning about fetal risks and neonatal withdrawal, Angie voluntarily entered inpatient therapy; the plan is for her to return to Christi afterward, with weekly drug testing. Outcomes at birth will guide next steps. Christi also supervises Don (18) in a DCFS independent living program and intends to adopt her. DCFS asked if Christi could take another child; she declined due to space and a self-imposed limit of two teens to remain effective. Christi shared that she herself was born drug-exposed, which shaped her commitment to avoid addictive substances. Separately, Christi is rolling out Plaud (an AI note-taking/productivity tool) to select staff at Ability First and Sharp, citing its usefulness for meeting capture and task management. ------------ ## Action Items - @Christi - [ ] Process Sharp paper-based expense signatures - [By the 6th] - [ ] Process Ability First expenses: confirm 10,000 receipts, approve 50,000 invoices, and locate 20,000 invoices - [By the 6th] - [ ] Attend Alere stakeholder meeting to discuss closeout and AI enablement - [Thursday] - [ ] Execute camp site visit with Vana: test AP handoff for call drops, install/check new antennas, and fix amphitheater switch - [Tomorrow] - [ ] Conduct Claremont walkthrough with Vana to identify support needs - [Tomorrow] - [ ] Visit East LA to align document storage to ProCare and mitigate HIPAA risk ahead of DMH requirements - [TBD] - [ ] Verify Robert’s availability for future camp/site visits to observe setups - [TBD] - [ ] Assign Robert to complete SonicWall infrastructure changeout at the designated site - [Within the next two weeks] - [ ] Prepare John Wilder to assist with training and assign more challenging tasks per Olivia’s request - [TBD] - [ ] Re-run Power Automate training and invite PEC stakeholders - [TBD] - [ ] Update Nylar client map with current site information - [TBD] - [ ] Schedule Gaston and Robert to accompany site visits to L. Frank, Curated Partners, and Jham - [TBD] - [ ] Roll out Plaud to selected personnel at Ability First and Sharp - [TBD] - [ ] Obtain approval for a one-week leave around the October 5 due date - [TBD] - [ ] Attend dental appointment to reinstall implant screw - [Today] - @Vana - [ ] Join Christi for camp diagnostic/fix work and Claremont walkthrough - [Tomorrow] - @Comcast - [ ] Participate in camp visit alongside Christi’s team - [Tomorrow] - @Kevin - [ ] Confirm availability to join the camp visit to assist onsite - [TBD]	Aug 31, 2026	Speaker 1 00:00:57 Okay, Starling. Last week, yesterday. Speaker 1 00:01:27 All right. Speaker 1 00:02:47 Ability first. File print PDF. There we go. Print. Speaker 1 00:03:34 Seven hundred. So, oh, okay. We had to add somebody. Speaker 1 00:04:10 Hey, Speaker 2 00:04:10 Yes. Did NordVPN? Did you guys get that set up? Okay. Card, it's always right here. Just make sure you return it, unless I need it and I have it in. I have it with me for a reason, which hardly ever happens. I got too many cards to keep track of. Speaker 1 00:04:42 Dropbox. Who has Dropbox? Speaker 2 00:05:27 Good morning. Oh, I'm good. How are you? Sorry, let me. I was making a quick phone call, but you had perfect timing. No, no. I it's. I just need to. I lost the screw for my implant, so I was calling the dentist to make an appointment for this afternoon. Speaker 1 00:05:45 Oh. Speaker 2 00:05:59 Yeah, no, I lost I lost the crown. The week after I got out of the hospital, I lost it here. At Sharp, it came out. I was eating some some laffy taffy or something. It just fell out, and so they had to pull the entire tooth because there was no saving it. And they put the implant in. And then this morning I woke up and the implant screw had come out. I was like, God. So I have my my partial denture, just to kind of be able to eat and stuff, but. Yeah, I gotta go this afternoon and get them to put the screw back in. Speaker 1 00:06:30 Oh, yeah. Speaker 1 00:07:04 Oh, Speaker 2 00:07:06 Yeah, yeah, I completely get that. Yeah, I'm glad mine's down the street from my apartment, so which is 20 minutes from here. So you just remind me to pull something. Ah, today is all about the expenses. I have this is the Sharp expenses that need to be signed because I still do everything paper. And then I'm working on the ability first. I've got I've gotten receipts for ten thousand dollars so far, and I've got about another fifty thousand to approve invoices for, and twenty thousand to find invoices. So it's it's a lot today, but I'm trying to get done before this sixth because it's all due on the sixth. So I'm trying to get everything done quickly. Speaker 1 00:07:56 So okay. Speaker 2 00:08:08 Okay. The nineteenth of this month. Speaker 1 00:08:18 Yes. Okay. Speaker 1 00:08:39 Yeah. I can. Yeah. Speaker 2 00:09:15 So after after Wednesday of this week, my everything starts to slow down as far as AI training. Tomorrow I'm at camp all day, and then we're going to Claremont, but that's a Monday first. I would say any time in the next two weeks, other than the 17th. Speaker 1 00:09:47 Uh. Speaker 2 00:09:52 Huh. I would say, I would say by Friday, because I had to block out Thursday and Friday for Cotton, and I have not unblocked it yet. Because they've, um, we've got that nailed down now. We do have something planned on the seventh. I will not be at work. You will not be at work. It is Memorial Day or Labor Day. Yeah, I only I don't have it on my calendar either. I just remembered it. I'm gonna take a train up to Merced. Uh, any time before three o'clock on the eighth. Speaker 1 00:10:53 Perfect. Okay, that works for me. Yes. Speaker 1 00:11:26 It's going home today. See, SCHARP, any idea? Okay. Speaker 1 00:12:17 Okay. Speaker 1 00:13:23 Okay. Yeah. Okay. Speaker 1 00:13:55 Yeah. Uh huh. Yeah. Speaker 2 00:14:32 Okay, yeah, I know Michonne wants to meet, but she wants to meet with me first before she meets with you. I don't know why. So, but yeah, and then because we're still working on strategy stuff, we're meeting with every site, and I got to be out at East LA for half a day. I'm going to camp tomorrow in Claremont tomorrow afternoon, so. Speaker 1 00:15:13 Yeah. Yeah. Yes. Yeah. Speaker 1 00:15:52 Yeah. Yeah. High profile. Speaker 1 00:16:25 Yeah. Yeah. Yes. Speaker 2 00:16:46 Pretty well. Cotton got moved out again. We tentatively set it for the 23rd of September. At this point, we've built them 100%. I'm just waiting to get the training done. Cotton is a lot of hand-holding through it. Cotton is very high-touch. High needs to needs to be a part of everything. And so that one we've delayed a few times on their end, and so I essentially blocked out the third and the fourth and said, okay, I'm blocking out these days. I'm not going to schedule anything here unless it's urgent that I schedule it, and you guys can have at it. Just tell me what times. And so they finally got back to me on that. And then we have the Alere project wrapping up, and they know I've closed it out or am going to close it out. Speaker 2 00:17:38 And we're meeting with their stakeholders on Thursday as well. So I'm going to be at that meeting, talking through some things, and seeing if we can help other of their shareholders enable AI in their tenancy. And then my only issue, no, yeah. And with Alere, it's all been billable. The only issue I'm running into is Westwood, and it's not a training thing that's going on. It's they ask George to get things done, and then we say, "Hey, no, we've got we've got to get this stuff done instead." And then they push to get it put in front of others, and then George, loving to death, but he does not say no to Westwood. Speaker 2 00:18:35 And so I'm running a little bit behind on getting things done for them, but I'll be honest, they're not paying as much for what they wanted because we we sat 20 hours in the project, and he complained that it was too much, and so George lowered those hours. But for the most part, the reason the reason I was able to get as much done is because I had already done a bunch of work on the back end and just gave them one of my products, and attached it to their network. And put it in their Microsoft Tenancy, which took me five hours, and so that's how I've saved time on these projects. But I had asked for it to get pushed out. George does not know how to say no, so personally, he's on my shit list. But there's a whole other problem that Olivia is going to take care of for me, so. Speaker 2 00:19:31 That's my only headache. Everything else is going really well. We're going to be finishing up the Starlink and the cabling at camp. We had already done a bunch and had already finished it all, but we're going back up because Kelly's got some complaints. So both myself and Comcast is going. I'm taking Vana. I've asked Kevin to go with us, but he hasn't responded yet. Speaker 2 00:19:56 So when she walks from the pool to her house, calls always drop in one specific location. So we're going to go check that out. Either that, or her phone is not handing off properly to APs. It's not switching properly, which we've seen that happen with her before. And we've made that walk in the past and never had a drop call. And it's only on her cell phone. So we're going to see what we can figure out. But we're also going to check because the antennas came in. You, we're going to check those. And then there is an issue with the amphitheater. And Becker found that one out. So apparently the amphitheater is not connecting correctly, and so we got to get some ice on that switch on Tuesday. But there's no campers, so the amphitheater is not being used. So we're not too worried about that one. But we have to do all of that tomorrow. So we're going to walk through it all. Speaker 2 00:20:54 And then we're going to go to Claremont and do some walkthroughs, Vana and I, and see what needs to be changed there because they they need some help at Claremont because they're so far away, and they don't holler as loudly as Kelly at camp. They don't get the love and support that they should have or need. So we're going to make that stop. And then the following week, I'll be going to East LA and spending some time in East LA. So. Trying to get in front of some things and seeing what their processes are. One of the biggest things we're working on is how can we make their lives a little bit more efficient in all the work that they're doing. Because we we do have some HIPAA concerns. They're not out of HIPAA compliance, but because of how one of the teams works, they save documents that they shouldn't on Teams rather than ProCare, and so we need to go see if we can try to adjust how they do things. Because as they're trying to get. Speaker 2 00:21:54 College to career department. So Sean and I are very much aware of it, and we're trying to see what we can do to help make their lives easier. It's not a HIPAA violation yet, but with the DMH stuff coming up next year, I want to make sure that we're we've got we can say absolutely. So we're. We don't think that they're saving anything they shouldn't, but they're they don't like ProCare, and so we're going to make sure that all of the support team is not saving documentation to shares and teams. So that's how that we're trying to mitigate some issues that's been happening because Nicole does not want her team to take any time of training. Speaker 2 00:22:49 Because if they take training, that takes time away from the clients, and she has to pay for the training. She doesn't want it to come out of her budget. So we're trying to figure out how we can work with them without making it mandatory. She's trying to be nice. Michonne is. So we just—it's just a few little issues like that that's going on that we're trying to mitigate. East LA—they're fantastic. They just no one—they're like the ugly stepchild. Speaker 2 00:23:19 Nobody wants to deal with them, so I'm going to go hang out with them and make them feel loved and and taken care of. So we did the same for Jham last year; it was a success. Now we're trying to do it with East LA. So other than that, I'm looking forward to I don't want to say the words, but I'm looking forward to a not as heavy pace over the next couple weeks. Speaker 2 00:23:50 Yeah, hey, I did my I did my training yesterday, just for you. But I have I have I know it was so easy. I was like I almost sent you a message and said I have it. Speaker 1 00:24:22 Yeah. Yeah. Yeah. Speaker 1 00:25:04 Yeah. Yeah. Speaker 1 00:26:07 Yeah. Yeah. Yeah. Speaker 2 00:27:01 Yeah . Yes, so we're working on that. We're working on some training. Firewalls and switches, no, not yet. Servers, physical servers, yes, 100%. There was a lot of information and tasks that he was not allowed to do. Which stunned him. So now I've given him, here's your boundaries. This is where I want you to operate. Come see me if there's any issues, and I think that's grown his skill level tremendously since in the last five months. He's really good with CCTV and security systems. He's gotten really good with ADT and the Brivo system, all of that. So. Speaker 2 00:27:51 I just tell him when there's a problem with ADT, and he goes and handles it. He goes out to the sites and fixes it. So those are the things he knows really well. I think once we pull the switches and firewalls from Pearless next year, because we still don't have their switches and firewalls yet, that's taking place in April 2027. Then he he's. So Pearless has the contract for handling all the firewalls and switches at most of the sites, plus ISP and telephones. So we're pulling. Mhm. Hmm. I'm gonna have to go look that up. Yeah, it's pretty expensive. Yeah, so we're we're rolling that back, and we're gonna be taking over that. Speaker 2 00:28:47 Taking over because they have Meraki at every site, so we'll be taking over the Meraki and all the systems when that happens, and then that's when he's going to jump in and be able to learn all of that. Now he does know sonic walls, and he's handling changing out the sonic wall infrastructure at one of the sites in the next couple of weeks. So, yeah, he is your everyman. You give him something, he's going to learn it. Speaker 2 00:29:19 So. He's a sponge. He is. Yeah. Speaker 1 00:29:29 Yes. Speaker 1 00:29:54 Yes, he definitely. Speaker 2 00:29:56 Yeah, he's the one that he will jump in like a like a bulldog and figure something out. So he's he's they're both very similar on that, and they both feed off of each other in positive ways. And he's not quiet. Trust me. Speaker 2 00:30:21 You should hear them in here sometimes. I have a white noise maker just to because if not, I'll jump in on some of their joking and things, and I'll hear some things come through, and I'll be like, I got to jump in on this one. This one's funny. It's mostly surrounding like TV shows and Marvel and things like that. It's nerd stuff, but they're great. I mean, I would love to take Robert with me to camp. I know tomorrow is not going to work. I'm trying to get Kevin to go with me tomorrow because I definitely could use him on site, but he's not biting it yet. Vana is going with me, but I I would love to get Robert out there as well, just so that he can see the setup there and how we're putting things together and things like that. But I haven't I hadn't checked with him to see what his schedule is yet. I just got that idea last night when I was watching the smishing video on 2x. I was waiting for the quiz to come up so I could hurry up and take it and be done. Speaker 2 00:31:18 So, but yeah, they're both really great guys, and we definitely need to utilize them elsewhere. Speaker 1 00:31:48 Yeah. Uh huh. Speaker 1 00:32:21 Yeah. Okay. Okay. Yeah. Speaker 1 00:33:03 Yeah. Speaker 2 00:33:11 So yeah. So for the Pasadena office, it's been Vana, and they love her there. For all the other offices, Speaker 1 00:33:19 It's random. Speaker 1 00:33:37 Okay. Yeah. Speaker 1 00:34:12 Yeah. Yeah. That would be great. Yeah. Speaker 1 00:34:42 Yeah. Yeah. Yeah. Speaker 1 00:35:25 Yeah. Yes. Speaker 2 00:35:46 Yeah. Um, I just realized. Um, we have close to sharp. In Inglewood is Ability First, and then Curated Partners is also 15 minutes away. Speaker 1 00:36:03 Yeah. Yeah. Speaker 2 00:36:24 Yeah, this I I need to fix it because it's been a while. It's been a while since I I did it, but this our client map in Nylar, and so this Sharp, and then here's the Linwood office for Ability First. That's the other Sharp offices, and then here is Curated Wealth Partners. The other ones are, yeah, those we don't handle as much. Speaker 2 00:36:54 But this will give you a good idea. There's a Primrose Winegard office and auto concierge and Gismart over there. And then at least we don't need to. There's a Rose office for Wineguard, so we could have some people help. That's another Sharp office, National History Museum. But this is all of our area and things that we have coming from it. Speaker 1 00:37:27 So . Yeah. Yeah. Speaker 2 00:38:21 Yeah . Yeah. So there's two Ability First offices in Pasadena, the main one, and then LL Frank. And then, so we can definitely do that. And then, I was just thinking about having. I need to go to L. Frank anyways in a couple weeks. We could have the new guys go with me because I I haven't seen the site in two three years. And then I can curated has always been if they're down and I'm in the area because I'm working from home. They're literally five minutes from my house, straight down the street. Speaker 2 00:38:58 So they've always been. I've been their emergency go on site, and I've done that a few times. And same with Inglewood, because it's about ten minutes for me. So, but I like that. I like that idea. In fact, Gaston and Robert would do really well at at both curated and Jham. And. Speaker 1 00:39:19 Yeah. Speaker 1 00:39:35 Yeah. Yes. Yeah. Yeah. Speaker 2 00:40:11 Honestly, everything's going great right now for me. Just like I said the other day, I'm. We did a bunch of the training, Power Automate. We're gonna read. We're gonna do that training once again, just because the clients that came into that meeting really enjoyed it, and it was a packed house. And in fact, PEC even joined us on that meeting, and asked us if if I did that training again, could they join another one? Which of course I said yes because anything I can do to try to get PEC under our umbrella would be amazing because that would be that would be icing on the cake for Mike if we got PEC. Yeah, so I'm trying. I'm trying all that, and then you know I'm I'm intentionally stepping back from doing as much training over the next four to six weeks just because personally I. Speaker 2 00:41:12 We don't know when the baby's coming. I honestly, I okay. Speaker 1 00:41:20 Okay, yeah, yeah. Speaker 1 00:41:48 Yeah. Yeah. Yeah. Speaker 2 00:42:22 Yes . Yes. Um, John has expressed interest in helping train, so I'm going to work on getting him trained or ready to help train and and cover for some things. Um, and he's Wilder. Yeah. Olivia's asked me to work with him a little bit to give him some more stuff to do because I think he might he he's going to enjoy the challenge. Okay. Speaker 1 00:42:59 Yes. Speaker 1 00:43:22 Yeah. Hmm. Okay. Yeah. Speaker 1 00:43:54 Yeah. Yeah. Yeah. Speaker 2 00:44:23 Gotcha. I wish I had the ability to do that, but as you know, I do not. I will keep going until I fall asleep. Yeah. Yes. I'm like I I'm so thankful that I found out about Claude because it one it records all my meetings and I can understand. No one ever sees the recordings. They're private to me, and I can sit there and say, okay, Claude, what did I miss? That needs to go back on my calendar, and then it puts everything on my calendar. So I, I was just having that that call that I took when we were supposed to meet. Uh, they were asking me about Dominic, and they said, "How is she handling her ADHD symptoms at college?" And I said, "Well, I bought her a Plaud." So I had to explain it because her ADHD is worse than mine, and I get pretty bad ADHD. So. Speaker 2 00:45:18 In fact, we're going to actually roll out Plaud to a few people at Ability First and a few people at Sharp. Yeah. So, question for you was on the tip of my tongue. Never mind. Apparently, was not that important. Oh no, I didn't remember it. Um. So I canceled my vacation a few weeks ago because I was out. Due to the medical stuff when I was at the hospital, and I didn't want to take more time off. But I'm thinking about if you're good with it and taking a week off when the baby is born. Would you be okay with that? Okay. It her due date's the fifth of October. Speaker 2 00:46:15 However, privately between you and I, she's started using again, and they're probably going to take the baby from her custody, put the baby with me, and kick her out of the program. Yeah. So I've been I've been doing really well in keeping up with with everything going on with her, but her social worker got involved last week. So, it's not. She's great. Like she comes home, she gets her chores done, she gets everything done, she signed up for college classes, but she started using again. So, yeah. But uh, weed and crack. If it was just weed, it would be one thing. But yeah, and she's 20. Um, the 18 year old Don. Speaker 2 00:47:13 I'm probably going to adopt adopt her, so she's gonna she's in a different type of program where she pays me rent and I supervise her independence. And so it's a really cool program that DCFS has, and I probably will stay with that type of program. But yeah, but that stays between you and I because we're we're working on it with Angie. Angie is the mom to be soon, so. Luckily, I have a village, and the village is, yeah, yeah. It does. We we we're we're working. She's in patient today, so they texted me a moment ago and said she's doing fantastic. So we'll see what happens. So. Speaker 1 00:48:16 So, Speaker 2 00:48:24 Yeah, the impact is pretty great. So, if you smoke weed even during your first trimester, that stays in the baby's body after until after they're born. So, they're still going to have withdrawal symptoms, and there's still a potential brain damage or fetal development issues that occur. And she didn't know all of that. She had never been taught that, and so we were going over it all. And she's like, "Well, I think I need to be inpatient therapy." And I said, "Okay." And I took her Saturday morning, and so she's staying inpatient for the next week or so. And then she's coming back to me because I we know where she got the stuff from, and she moved in with it. So she hadn't left to go get any more since she moved in with me. Speaker 2 00:49:14 And so it was the realization of, hey, this is harming my fetus, that asked her to put, asked me to put her in an inpatient. So they'll keep her in inpatient until they deem she's no longer at risk. She comes back to me, and then they're going to do drug tests with her weekly, and then depending on what the drug test on the baby confirms. Depends on what steps we take the next. So, it's actually been pretty eye opening. She's been fantastic about you know being truthful and open. Now that she's learned all of this, you can tell she's trying to break the cycle. So I'm still going to support her every way possible. But, yeah. Speaker 1 00:50:12 Yeah. Yeah. Yes. Yeah. Speaker 1 00:50:53 It's hard. Yeah. Speaker 2 00:51:20 Yeah. Yeah. Yeah. I um. I was born. I was a crack baby, and because, and I, and I know that because, and I found that out at an early age. I made the decision never to try anything that I could get addicted to, because I'm like that. That's going to ruin my life, because I, I was addicted to it when I was born. So, um, but, Speaker 1 00:51:49 Yeah. Speaker 2 00:51:59 Yeah , Exactly. Yeah, but yeah. Speaker 1 00:52:06 Yeah. Speaker 2 00:52:25 Yes. Well, so. GLP - 1s have been found to reduce cravings of addiction. So it's they're finding out GLP - 1s have a lot more uses than just weight loss and diabetic. Speaker 1 00:52:41 Yeah. Yeah. Speaker 1 00:52:60 Yeah. Yeah. Speaker 2 00:53:12 Yeah. I mean, yeah, that would be great. I can't say much because I'm addicted to work. That's that's how I get through. Speaker 1 00:53:29 Yeah. Yeah. Yeah. Yeah. Speaker 2 00:53:55 Mhm. Speaker 2 00:53:58 Which is why I'm going back into quilting this weekend because I'm bored on gaming. I'm going to teach the girls how to quilt. But no, I got a call from DCFS the other day and they're like, Hey, you're doing great with Angie and we like how you did everything. What are the chances you take another kid? And I said one, no, because I don't have a big enough place. And two, two two teens are my limit right now. I cannot be effective there and be addicted to work and make it work both work. And they're like, Oh, you're one of those. And I said, Yep. I'm one of those. Yeah, yeah, because I there's already a kid in the wings that I would take in a heartbeat if I didn't have Angie. So, but yeah. All right, well I'm gonna become a grandparent. Thanks. You too. Yeah. Okay. Perfect. Thank you. Have a great week. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=34619c8e-ef89-43b1-bb4d-229a6a9ac974&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODIwMDIzNyJ9.CgoKBHNuaWQSAjY0EgsIhovF2Lfjwz8QBRoKMy45MC4zNC42OSosVW01dEdpQmJ4c1lYeXJiU2U4K2huUUFPZ3NnYUFCRWRBRmNvL0g0eEFaUT0wmgE4AUIQojawAfaQAAAgBawbH06GbkoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.iL86gIAESlakBQr-d6nTcm-EX2KDib9EfZOIBY-xgpE&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	Crimson IT	904196 (0.53h, tkt 956831, Crimson IT 250, CIO(14)/workType Admin 55, DoNotBill) - logged 2026-09-01 EOD sweep. 8/31 16:15-16:47Z, aligns to calendar "Pete/Christi 1:1 (Bi-weekly)" 09:15-09:45 PDT. NOTE: recording runs 53:58 but roughly half is personal conversation (dental, family, foster/DCFS, hobbies) - only the ~32 min business portion was logged. Under-logged deliberately; if the full 1:1 ran 53 min of business, Christi should top this up.	Time-entry note on 956831 (status toggled Scheduled Remote -> Working Issue Now -> restored). Personal content excluded from CW note entirely.	2 - Internal Operations/Meeting Recordings & Transcripts/Crimson/Meeting Transcript - 08-31 Professional & Personal Updates and Future Planning.txt	—	✓
08-28 Meeting: Microsoft 365 Copilot Training Schedule and Content	## Meeting Information > Date: 2026-08-28 15:59:08 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 4] [Speaker 5] [Christi] ## Meeting Notes - Training schedule adjustments - Christi has a personal appointment requiring departure at 10:00 on Thursday, September 4. - The group agreed Thursday’s session will run from 9:00 to 10:15. - Friday is open for Christi; the session can extend to cover remaining content. - Julie’s team can start at 8:30 if needed, but the group chose 9:00–10:15. - The extra 15 minutes after 10:15 on Thursday will be used by staff to debrief and gather questions. - Meeting hosting, invites, and roles - Christi is hosting and has sent calendar invitations for both sessions. - Julie will be assigned as co-host for both meetings. - Recordings will save to both hosts when applicable. - Meetings will continue even if Christi leaves. - Q&A and facilitator features will be enabled to capture questions and support recaps. - Pre-work materials and marketing updates - Christi is updating training videos; marketing will polish them before distribution. - If videos are not ready, Stuart will receive blanket access to the file location. - Christi will provide cheat sheets and one-page quick reference guides on Microsoft 365 Copilot. - Prompt samples will be shared (finance, admin, executives, HR, operations, property, sales, nonprofit/grant writing). - Julie requested materials in advance to share with objectives; Christi agreed to email them. - Training objectives and content (Thursday and Friday) - Thursday (Day 1): - Accessing Microsoft 365 Copilot (enterprise version). - Effective prompt design and safety (what information to include/avoid). - Primarily for staff not using desktop apps; focuses on chat-style usage. - Friday (Day 2): - Using Copilot within Microsoft apps (Outlook, Word, Excel, PowerPoint). - Creating agents, libraries, and notebooks. - Deeper coverage of notebooks; may take significant time. - Outlook usage will be covered on Day 2. - Even app-light staff should attend Friday due to occasional use of Excel/Word. - Access methods: Microsoft vs. Google and device differences - Admin side uses Word/Excel; program side uses Google. - Copilot is available within Microsoft apps (buttons in the lower part of the screen). - Copilot Chat app can be launched via the Start menu on Windows; select “Copilot 365.” - On Mac, access via Office.com; login may be seamless if already authenticated. - Copilot is enterprise-enabled on staff accounts. - Audience expectations and differentiation - Sessions are mandatory; some attendees may have seen similar content. - Repetition is acceptable for foundational learning; questions from experienced users add value. - Request to avoid using staff as examples in presentations; humor about using Kamyaab lightly, without personal data. - Ongoing training and support - Additional open training sessions will continue but less frequently before late September. - Christi will have irregular availability in late September to early October; more offerings resume in October. - Interest noted for Power Automate; future sessions will be extended. - A general training calendar existed; it will return in October. - Until then, Christi will send info; staff can reach out directly via the booking link in her email signature. ## Next Arrangements - [ ] Send Thursday and Friday meeting invites to all staff (Christi sent; team to forward). - [ ] Assign Julie as co-host for both sessions. - [ ] Enable Q&A and facilitator features for meetings. - [ ] Share cheat sheets and prompt samples with Julie and Stuart before sessions, including objectives in the email. - [ ] Provide blanket access to training files to Stuart if marketing updates are not ready. - [ ] Communicate clear objectives and note possible repeated content to staff in the pre-session email; include exact Friday time, links, and any extended duration. - [ ] Use Thursday’s 10:15–10:30 window for staff debrief and to compile questions for Friday. - [ ] Cover Copilot access methods (Windows/Mac, apps vs. Office.com) and Outlook usage during training; include guidance on distinguishing enterprise Copilot authentication. - [ ] Inform staff that more trainings (including Power Automate) will resume in October; share booking link for 1:1s. - [ ] Finalize and distribute the training itinerary by the promised weekend/Monday timeline. - [ ] Prepare role-specific prompt examples for program staff who primarily use Google, in addition to finance/admin prompts. ## 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 exact times and links for Friday’s session and any extended duration, and communicate to staff. > 2. Clarify whether marketing-updated videos will be ready before Thursday; set a deadline and fallback plan for file access. > 3. Finalize and distribute the training itinerary by the promised weekend/Monday timeline. > 4. Prepare role-specific prompt examples for program staff who primarily use Google, beyond existing finance/admin prompts. > 5. Provide instructions for distinguishing enterprise Copilot in the interface to reassure staff they are properly authenticated.	Aug 28, 2026	Speaker 1 00:01:13 Hi, how are you guys? Very good, very good. Speaker 2 00:01:17 And you? Good. Speaker 3 00:01:18 How are you? I am good. Bear with me because my camera is trying to find itself again. All right. So I'm trying to get it to install, and it's telling me I need to download a new software update. Oh wow! Yeah. It's a. It's a. A different model than standard. So, how are you guys? How is your week? Good, busy but good. Yeah. Good. Yeah. Real quickly, the the training that's on Friday that I was talking about is a stand one that is that I have on the calendar. So that one I can easily move around. It's just one that. Speaker 3 00:02:05 But it's the Friday appointment that has me a little timid. I can be a little bit late, but I'm not sure that they're going to allow me to be 30 minutes late because it's a. Speaker 4 00:02:18 Personal. So, okay, okay. So on the Friday, that's September 4th. You yes, pretty much have to leave at 10 o'clock then. Speaker 3 00:02:27 No, Speaker 4 00:02:28 Thursday. Oh, Thursday. Oh, okay. So it's. Thursday that you have to leave at ten o'clock. Speaker 3 00:02:35 Yes. Speaker 4 00:02:37 Now let me ask you one question. Okay. Um, and I don't. This is just completely off the top of my head. Um, is since we have waited all this time, I would hate to miss, you know, even a few minutes of the training. Would it be better? Now I don't know the content of the training video. Would it be better if we have? I mean, we have to be very flexible because on our side, Julie and her team are in a very busy period of their preparation for the new school year. So they may not be that flexible. And since we have already told people. Speaker 4 00:03:29 I don't know. Is it possible to start the training on Thursday half an hour earlier? I don't know. Speaker 3 00:03:34 Absolutely, the only thing I have going on on Thursday is that. Speaker 4 00:03:39 Okay, so if you have if ten o'clock is a hard deadline, I don't know. Maybe rather than starting at nine, maybe we can start at eight thirty. But I don't know if that's a possibility for any of our staff because if. Right. We give that suggestion, and half of the attendees cannot attend, so it's not going to be all that helpful. But I mean, what do you think, Speaker 2 00:04:06 Julie? You know, we generally start at seven thirty, so my staff will be fine starting at eight thirty. I'm sure they would prefer it. Okay. So I don't know about. Other than the program team people whose normal work hours are nine to five, I don't know, you know, if they're dropping off children or if they have other things that they need to do. But my team, I think, would totally be fine with an eight thirty start time. Could I give you guys an alternative. Speaker 4 00:04:38 Depending on what the alternative is, yes. Speaker 3 00:04:44 Why don't we go into? Why don't we keep nine? Let's do nine to ten fifteen. Because we can get through until three until ten fifteen. Because I can like can traffic is not going to be too bad on a Thursday at that time, and that's why I said I can be a little bit late. So if I leave at ten fifteen, I should be there within five or ten minutes of the start time that I'm supposed to be there. Okay, that's fine. Friday I'm completely clear all day, so we need run slightly longer to pick up from the day before. I can do that as well. Speaker 4 00:05:18 No, that that will be great. And Christi, I'm very surprised you don't have an AI siren for when you're on the road. You can put it on top of your car and be buzzing through the traffic. Oh, I would. But no, that's fine. So yeah, let's let's keep the nine, nine to ten fifteen on Thursday. Okay. And then on Friday, if necessary, will go longer. I think that's much easier to navigate. Speaker 2 00:05:43 Okay, you know, Kamyaab. Also, I don't know who's hosting the meeting, if if we're hosting on our teams or what, but you know, maybe that extra fifteen minutes on Thursday would be a good opportunity for staff to pose questions, and then we can shoot them to Christi an email so that they can be addressed the next day. So it might that fifteen minutes might just be great staff time for us to come together and sure see what people are thinking. Speaker 3 00:06:13 That's awesome. I just sent you guys an invite, and I left it at ten thirty. So if I leave, the meeting's gone. Um, Speaker 4 00:06:25 And so are are you hosting it, Christi? I I have at least your invitation. I have not yet received. Speaker 3 00:06:35 It should be there in a moment. I had just sent it out, and Julie made herself. Speaker 4 00:06:43 Yeah, I see that now. Okay, so we can send this to all the staff then. Speaker 3 00:06:52 And then Julie, I will give you co - host abilities. Okay, on both meetings, and then that way also, if you record, it'll save to yours as well as. Speaker 2 00:07:02 Mine. Okay, and then if we if you leave at ten fifteen, um. If I'm co - host, will the will the meeting continue? Speaker 3 00:07:13 Yes, the meeting is going to continue anyways, no matter what. Okay. Even if I leave, Speaker 2 00:07:18 So we can still have that fifteen minutes of time with staff to just debrief. Yes. What we learned and pose any questions that we might want. Yes. Speaker 3 00:07:26 And I'm going to have facilitator turned on so that when you guys do the questions, it'll record that information. Okay. Speaker 3 00:07:42 The facilitator is on. I've got that setting set, and then let me, may I have you add this lower. Very. Speaker 4 00:07:52 Good. So we'll forward these two invitations to all of our staff. Great. And Christi, you mentioned you would be, or you're preparing some videos, but you're updating them and all that. Yes. Are the updates finished that we can maybe distribute to the staff? Speaker 3 00:08:28 Or I wish the the marketing team asked to take those once I get done with them, which I've sent them over, and then they want to make it pretty. Okay. So. Sure, that's fine. You know how marketing teams are, Speaker 4 00:08:43 Right? And then, the what do you think the chances of them being ready before the Thursday first session? Speaker 3 00:08:52 But if they're not ready, I'll give you blanket access to where those files are stored, Stuart. Speaker 4 00:08:57 Okay, no, that's fine. I mean, locate. I mean, right. We we don't want to rush anything unnecessarily, so that's fine. Speaker 3 00:09:08 It's quite all right, I promise. They're used to me, Speaker 4 00:09:12 So. Okay. So. Speaker 3 00:09:14 I'm turning on Q and A as well for you guys on this meeting, just so that it's fair. Speaker 1 00:09:21 Okay. Speaker 3 00:09:21 It'll get recorded in the recap. Speaker 2 00:09:23 Right. And Christi, what do you understand our staff's needs to be for this training? Speaker 3 00:09:31 So honestly, just a little bit of information I have gotten from them, and let me pull that up real quick, and then. That question. Speaker 2 00:09:42 I love the surfboard in the background. Oh, I'm in my son's room. My office is like a shed outside, and it's so hot that my little air conditioner can't keep up. So yes, this is this is the background of the day. Speaker 3 00:09:55 Well, mine are sleeping. My my two little children. You got them right as they calm back down. Speaker 3 00:10:07 And they um they are now conked out, especially the kitten. He's black. Hmm. Speaker 2 00:10:12 I mean, I guess my question is really like, what are you hoping to accomplish, or what do what are you hoping we will learn on Thursday and Friday? Speaker 3 00:10:30 So mostly just how to handle the system copilot. Things like that. So you guys sent in your responses again about your expectations and the things that you put in. Like, there's some concerns. I know that Jodi had some concerns about using it. The accuracy of generated content was one of her biggest concerns. Let me pull up others because. Speaker 3 00:11:10 Most people are concerned, but honestly, not very many people had too much in there as far as answers. Speaker 2 00:11:18 So, what do you see? Our learn like what are the objectives for Thursday and Friday? What should we walk away with having learned. Speaker 3 00:11:29 To get more comfortable with AI? And how to use it, make it work for you. Let me share with you my screen so that you can see what I'm seeing. So this is go down from until you get to twenty, because after twenty it's another. But above that line that I put in there, most people, few people have no experience. A few people have used it occasionally and regularly, and a few people have tried it. Speaker 3 00:12:01 And so, what I wanted to get them because most of them that have used it are ones that haven't used as much Copilot as everybody else. So I want them come. I want them. Words are hard today. I want them to have an understanding and be more comfortable with how to use Copilot, and also a lot of them is interested in where and using it to write and research. Speaker 2 00:12:29 Okay. So one of the objectives is being able to, because when you turn Copilot on for us, are is it just automatically within Outlook, or are we logging on to a different link to get to Copilot for other kinds of work? Speaker 3 00:12:46 It is automatically turned on. Speaker 2 00:12:48 Okay, so how do we access it? Speaker 3 00:12:52 So you access it either either in Outlook. Let me let me just my I know how. Speaker 2 00:12:57 To access it in Outlook. Speaker 3 00:12:59 Okay, perfect. So you can access it multiple. You can access it either in the applications themselves or using the chat application that's already installed on your computer. So this is Copilot Chat, and I'm logged in. And so you can access it right there or in your documents. So OneNote, because I'm in. Hold hold on a hold on a second. Speaker 2 00:13:24 So. Speaker 2 00:13:27 So we a lot of our staff never works in OneNote. Okay, ever. That's no problem. So like for me, the only place I can see it currently on my screen is in Outlook. Speaker 3 00:13:43 Okay. So do you use uh um, not ProPresenter. Um, do you use Word? No. Okay, Speaker 2 00:13:58 Excel. No, the program side will exclusively use Google. Speaker 4 00:14:04 But Christi, on our side, on the admin side, we use Excel and Word quite a bit. Speaker 3 00:14:12 Okay, got you. Okay, so in Excel and Word, they're going to be down here at the lower part of the screen, and PowerPoint as well. So I just clicked on it; just disappeared. There we go. So it's going to be right here, and you just click on the little button. Or for those who use Word, PowerPoint, those are going to be in the same location. And if you're exclusively in Google, you can use the application. That's say that again. If you use exclusively Google, you can use the applications on your. Speaker 2 00:14:47 Computer. Okay, so when you say the application that's on your computer, like. I'm used to using like Perplexity and Claude and those, and I go to them online. So, if how do I access Copilot if I want to do some research work? Speaker 3 00:15:06 So you click on Start, and type in Copilot, and it should bring up two. You're looking for the one that says 365. Speaker 2 00:15:14 So the program team are all on Macs. Okay. So and am I going to Finder? Speaker 3 00:15:22 If it's on, if you're on Mac, then you go to the website you use is Office dot com. Speaker 2 00:15:28 Office dot com. Thank you. You're welcome. Okay. So knowing that, oh, so then there's a Microsoft 365 Copilot sign in. That's where I go. And is Copilot only for Microsoft products? Yes. Okay. Oh, but now it looks like. I see. Now it looks like Perplexity or Claude or whatever. Okay. Yes. So so staff needs to know. Now our first kind of objective is accessing it, right? But how do I know that when I open Copilot that it's the enterprise version? Speaker 2 00:16:19 Do I have the enterprise version already. Speaker 3 00:16:22 You do because it's already on your account. Speaker 2 00:16:25 Okay. Okay. So when I go to Copilot and I log in through Office. com, it I I I it didn't require any sign in from me. Speaker 3 00:16:40 No, it won't because you're already logged in. Speaker 2 00:16:43 Got it. Okay. So there are two ways that staff will access it. They will either access it through Office. com if they are using a Mac, right? Or if they are using mostly Microsoft in their work, which is half of us, with Excel and Word and all that kind of stuff, then they would access it through the apps. Okay, so that's a distinction that will probably need to be made to staff. Speaker 3 00:17:14 I already have it in the training. Speaker 2 00:17:16 Okay, great. So one one of the objectives for that time is to log on to be able to find it, right? What's another objective that you're hoping we'll walk away with? Speaker 3 00:17:28 Mostly familiarity of how to use it. So where to use it in the app? Where to use it if you're just your chat option, similar to how you do Claude and Perplexity. And then what? How to correctly prompt with it? So. How to get the most out of the application by asking the right questions and how to ask those questions. Speaker 2 00:17:50 So prompt design. Yes. Okay. So Christi, Speaker 4 00:17:57 One one just side question before you move further. Will you also cover use of Copilot while in Microsoft Outlook? Speaker 3 00:18:07 Yes. In fact, day two is mostly using the apps. Speaker 4 00:18:12 Okay. Speaker 3 00:18:14 So the half, Julie, that doesn't use apps, most what they'll most of what they'll need, in fact, almost all of what they'll need will be on that first day. Speaker 2 00:18:23 Okay, I'm still going to have them come on the second day because we still do have times when we're in Excel or Word. I mean, we all have it on our computers. It's just not the common thing that we work with in school. So I'll still have them come on Friday. Okay. So Thursday will be like prompt design. So we're how to access, and then prompt design, Speaker 3 00:18:53 Correct. And safety, putting the right information in. Safety. Speaker 2 00:18:60 Okay. Okay, are there any other big ideas that we'll walk away with on Thursday? Speaker 3 00:19:13 Um. Not on Thursday. Speaker 2 00:19:17 Okay, so Thursday. Oh, sorry. Essentially, how to access. Thursday is essentially how to access Copilot, our enterprise version. How to design effective prompts and some safety. Yes. So can can can we? Um. And then what does Friday look like? Speaker 3 00:19:41 Friday is going to be using it within the apps and how to create agents, libraries, and notebooks. Agents, Speaker 2 00:19:52 Libraries, and notebooks. Yes. Cool. Is there anything else that we're expected that we would be learning on Friday that you would want us to walk away with? Speaker 3 00:20:03 Um, I don't think so at this time. I think. I think that's going to be everything because it's going to take a minute, especially when we go through notebooks a lot. Speaker 2 00:20:14 Yes, for sure. So, what can Kamyaab and I communicate to staff so their expectations are kind of clear and credible? They know what they're going to learn and walk away with. Can we can we communicate those objectives that you listed? Yes, and additionally. Speaker 3 00:20:35 Probably this weekend or Monday, I'll have the itinerary put in. I didn't want to put the itinerary until after we talk today, and that'll be sent over as well. A couple of things that they're going to walk away with, almost well, physically or virtually, however they want to do it, is cheat sheets. So I'll have cheat sheets, and I will have one page. So AI prompting some things that they can do quick reference guides in Microsoft Three Hundred and Sixty Five Copilot. It looks just like this. So they'll walk away with some information from there of prompts and things that they can have they can try. And then with the sample stuff that they're gonna have some prompts that's basically kind of aligned with their jobs. And I want to say kind of because I don't have it for everybody within. Speaker 3 00:21:32 Our organization, but standard organizations or standard departments such as finance, admins, executive level things like that. I do have some nonprofit like grant writing and things like that, but there are going to be prompts that they can try. Yeah, Speaker 2 00:21:51 We don't we don't write grants. I could probably, if the chat is open, I could put some other ideas in the chat during the meeting for program staff too. Speaker 3 00:22:02 Perfect. That would be great. Speaker 2 00:22:04 So, Speaker 3 00:22:05 Okay. I just pulled it up. So I have accounting, executives, finance, HR, operations, property, which you guys are not, and sales, which I don't think you guys. So those are the cheat sheets that. Speaker 2 00:22:19 I have. Okay. Is it possible to have those sent ahead of time so that we can send the cheat sheets out with? The objectives, Speaker 3 00:22:33 Absolutely. Let me pull up an email, send that over to you guys real quick. I'm just going to send you everything, even if they don't apply, just because it's easier to select all. Speaker 2 00:22:44 Sure. I just think it's helpful for people to know what they're going to learn walking in, and to have the ability to preview anything if they want to. It just sets the conditions for learning. Speaker 3 00:22:59 I can understand. Speaker 3 00:23:03 This one. It would help if I close out the file before I try to send it over. Speaker 5 00:23:11 Ah, there you go. Speaker 3 00:23:31 That one is blank. Speaker 3 00:23:35 You're welcome. I don't want to send over the decks because Microsoft keeps changing things, and so I'm going to be updating those decks again before I meet with you guys. Speaker 1 00:23:45 Sure, sure. Speaker 2 00:23:46 And Christi, are there decisions about scope or pace? Or our audience, or expected outcomes that we can clarify for you, or that you would like any feedback on. Speaker 3 00:24:06 At this time, no. A lot of a lot of your team has been in my other trainings, so I know that some of them are going to come in already have gone through those trainings, and then I have done and had conversations several times with your team. I think I got everything I needed from them. Speaker 2 00:24:28 Okay. So, are you expecting that some of some people that have already, because we've we've asked these two meetings to be mandatory for staff, are you expecting that some of them will already have seen this content. Speaker 3 00:24:42 Um, some of them, not all of them. Oh. But this is not where I'm going to skip over things because people have seen it. I'm gonna. They're gonna just be bored if they already know it. So, Kamyaab, yeah, it's probably going to be one of those because he's attended a few of my trainings. Speaker 4 00:25:03 Believe me, Christi, I won't be bored. I'm I'm one of those people, and I always say I'm not ashamed of admitting it. I'm at a very early level of learning of AI, so I don't mind repeat of information, and I can use all the practice time that I can get. Not a problem. And I think if people have seen it or they don't feel like the material is bringing them any new information, you know, they can always log off. Or, but I think you know, questions may come up and new new things may be mentioned that they might not have known from before. So, I would encourage everybody who can attend to attend. Speaker 2 00:25:53 And well, we've already said they're mandatory, but right. So you know, one of the things that we can do just to manage expectations is to let them know that if they have attended some of the voluntary trainings, that there may be some repeated content and a way for them to, you know, think about what did they understand the first time and apply and what might be new. So just just to manage their expectations coming in, as part of the email that we send out to them. Speaker 4 00:26:24 Right, that makes sense. Speaker 3 00:26:26 Yes , I honestly, most people that have attended multiple times are the ones that bring up good questions in the middle of training that we hadn't seen. So I don't mind one bit, but I do go over everything from the basics point of view. As I've got an audience that's half used it and half have not. So and unless you guys relate to me that you need more. Speaker 2 00:26:53 Than just basics, I'm not. No, that's where we should be starting. And you know, as educators, we're used to that. We're used to the audience needing differentiation. So, yeah. Okay. I know that there has been talk about using staff as examples in the presentation, and we would ask that you please avoid using staff in the examples. Speaker 3 00:27:24 Not a problem. Unless I can, you know, call on Kamyaab and use him for something very silly unrelated. Speaker 4 00:27:31 Yeah, as long as you don't give my phone number and social security number away, I think. Speaker 2 00:27:40 And and his criminal record, Christi, got to watch that criminal record. Speaker 4 00:27:44 A criminal record, right? Right. Speaker 2 00:27:46 Understood. Good. Speaker 3 00:27:49 Thing we don't have any hackers that work for us. For sure. Speaker 5 00:27:53 Yeah. Speaker 4 00:28:02 Yeah , I think you know the important part is really clarity of the message, and you know for people so as you know because you know especially in this new new learning process you know clarity goes a long way, and it will. Encourage people to continue learning because, you know, we don't want to have experience a situation where people are turned off in some way or another, and they would be put off from continuing to learn because, you know, these two videos or these two training sessions are not going to be. So I think what would be useful at the end of day two on Friday is you know to mention to all the attendees that hey. Speaker 4 00:28:52 There are these other training sessions, and feel free to check some other some calendar item or whatever. They can find these training sessions so that they can continue learning. And just even going forward, do you think, Christi, we will have group training sessions after these two? Speaker 3 00:29:12 Or so, if you're talking about similar to. The ones I've held that you've attended this last month that are open to everyone. Yeah. However, I'm not gonna. I'm gonna do a few, not as not as often as what I've had this past month. I'm gonna do a few before the last two weeks of September, and then the last two weeks of September to the first two weeks of October. I'm not out of pocket. I am working, but there's gonna be some days that I'm gonna take off. We just don't know when and where. Okay. And then. Speaker 3 00:29:50 When I'm back in October, full time, then we will be with more training. Especially, I think some of your team members might benefit from Power Automate, and so I want to reextend that because I had a bunch of requests after that training earlier. More on Power Automate. Speaker 4 00:30:09 Is there a general calendar so that we don't have to go through the process of you sending us the information and we sending the links to the staff? Is there some, Calendar staff can go and check independently when they course. Speaker 3 00:30:25 Okay, but because of what's going on, I'm not going to have that back up until October. Speaker 4 00:30:31 There used to be. So for now, the only medium of information is for you sending it to us, and then we making it available to the staff. For right now. Okay. Yes. And there's a very very good reason why. Right. Speaker 3 00:30:50 And I just put that in your cap. Yeah. Speaker 4 00:30:52 So. That's fine. And then you know just to mention to you know in the training that yeah so mentioning in the training so people know okay if they want more information or something now can people reach out to you directly? Yes. Oh, they can. Okay. Speaker 3 00:31:20 Yes, always can reach out, and the booking link is in my signature for everyone on any of the emails I send out. That can always be used to set up a meeting request. Speaker 4 00:31:31 Okay, that's that's very generous. Speaker 3 00:31:34 Thank you. No worries. The only thing is, is during those four weeks, just because we don't know when that's happening, I I might have to feel free to cancel during that time. So. Yeah, my work's going to be cut out for me. Oh yeah, attitude. Yes. Which reminds me, Julie, was it you who was answering my questions on school districts? I did. Yeah. So what we did was options for youth is what we went with. Nice. So that way she can get all her credits and everything in at her own pace. Good. So two in college, one in high school. Speaker 3 00:32:19 Oh wow! Speaker 4 00:32:20 And then you, amongst us, you probably have six or seven who are in kindergarten. Speaker 3 00:32:29 Um, Speaker 4 00:32:32 Not yet. No, I mean the six for AI. I mean, oh, Speaker 3 00:32:37 AI. You know, I actually you would be shocked, Kamyaab. I am very impressed with what you retain and and how you. Handle yourself in all the trainings. I actually have about two dozen that I would consider way, way less AI technical savvy than you. Speaker 4 00:32:59 Talking about training, talking about training. What is your name again? No, Speaker 2 00:33:03 No. You know, I don't even remember the time. Kamyaab has the best sense of humor in our entire organization. He does. But. Speaker 4 00:33:14 Yeah. No, it's I I don't have anything else, Julie. I don't know about you. Speaker 2 00:33:23 I don't have anything else either. Okay, gotcha. Speaker 3 00:33:26 All right. Well then, you guys have a great week weekend. Speaker 4 00:33:31 It's Friday to you. All right. Thank you very much, Christi. Thank you. Bye. Bye bye. Take care.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=e220dbcc-8de3-426d-a9f3-c79b1926be67&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4Nzk2MzcyNSJ9.CgoKBHNuaWQSAjY0EgsIuqDDlOLZwj8QBRoLMy4yMjguMjQuNjcqLHJoTGRpSkF2bzl2V2RzUjRRRzZmU1JLTHEzSEhIYTdBdncxdFJjYzdEN0k9MJoBOAFCEKI1znPAcAAAIAWkIhuEfvRKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.0FQCO9RAn91rfHOvw7uUnLEAWa-owgqhhbViYFIbBVE&ApiVersion=2.0	Processed▾	Finalize and distribute training itinerary by weekend or Monday before sessionsPrepare role-specific prompt examples for program staff who primarily use Google toolsSend cheat sheets, prompt samples, and session objectives to Julie and Stuart before Thursday+7	✓	Client Work▾	Cotsen Foundation	902475 (0.57h, tkt 970291 NEW on board 58 Implementation (MS), Cotsen Foundation 19446, Senior Engineer(5)/workType 42, Billable) - logged 2026-08-31 EOD sweep. 8/28 23:00-23:34Z.	tkt 970291 created on board 58, status Scheduled Remote (sessions upcoming), owner 247 - 'Cotsen - M365 Copilot Training: schedule, content design and rollout planning (Aug 2026)'. Non-confidential. CLIENT VERIFIED FROM CONTENT + CALENDAR: transcript discusses the new school year, school districts and the program team preparing for it, which is Cotsen Foundation for the ART of TEACHING; calendar block 'Meeting: Cotsen - AI Training Meeting' 8/28 23:00-00:00Z; transcript runs 33:31. The Julie in this transcript is a Cotsen staffer, NOT Julie Martin at AbilityFirst Claremont.	3 - Clients and Projects\Cotsen Foundation\Meeting Transcripts\Meeting Transcript - 08-28 Meeting Microsoft 365 Copilot Training Schedule and Content.txt	—	✓
08-26 Daily Meeting: Cybersecurity, Project Updates, and Training	## Meeting Information > Date: 2026-08-26 09:56:27 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Anton] [Pete] [Mike] [Vince] [Speaker 9] [April] [Anzor] [Seg] [Speaker 13] ## Meeting Notes - Topic: Daily opener, priorities, and recognition - Speaker 2 opened the meeting, noting it is August 26, week 35. - Primary after-hours support: Bogdan; backup: Gabi. - Core value highlighted: commit and deliver; quote by Napoleon Hill. - Shout-out to team members (Monti, George, Vana, Charu, Julia, Yanis, Patrick, Sigrid, Vincent) for La Prague hardware refresh efforts. - Conclusion: Recognition given; after-hours roles assigned for the week. - Topic: Help desk updates and structure change - Speaker 4 reported a productive strategy meeting. - Change: Monti will officially have the onsite team reporting to her. - Conclusion: Organizational reporting change announced for onsite team. - Topic: Cybersecurity initiatives - Anton: Planning to start implementing conditional access policies for Foothill pilot group tomorrow. - Implemented additional patch management policy for Crimson IT related to drivers. - Some laptops need reboots; notifications will be sent to individuals. - Conclusion: Conditional access pilot starting; patch policy active; user notifications pending. - Topic: Operations and phishing results - Pete: Reviewed last month’s phishing/security report; zero clicks on phishing lures—good diligence. - Ongoing efforts to improve customer-facing help desk processes; meeting held with Olivia, Monti, Vince, and Mike. - Conclusion: Positive phishing outcome; continuous improvement underway, no major changes yet. - Topic: Account management and documentation - Vince: End of this month, transitioning wireless support for Anderson; walkthrough planned; working with Kevin and Gabi. - Mike: Added sections to Hudu client summaries for pod lead and onsite lead; requests updates from pod leads and those working with Monti. - Conclusion: Anderson wireless support transition scheduled; Hudu documentation to be updated. - Topic: Finance reminders and coverage - Speaker 9 (Finance): Month-end on August 31 (Monday); requests timely timesheet and expense submissions. - Heads-up: Maternity leave in October; transitions planned with admin for full coverage. - Emphasis on timely submissions, especially during month-end while out. - Conclusion: Action requested for submissions by August 31; finance coverage planned during leave. - Topic: Admin billing update - April: Monthly billing started; thanks to those who notify admin about billing-impacting items. - Conclusion: Billing cycle underway. - Topic: New business development (NBD) - Anzor: Working on opportunities; hopes to share news next month; nothing concrete now. - Conclusion: No immediate updates. - Topic: Project and change management updates - Seg: For Arc, deploying LastPass to all users today; requests feedback via tickets. - For Foothill, deploying Huntress and VPN; target completion first week of September. - Pete asked for Huntress target; Seg confirmed early September. - Conclusion: Arc LastPass rollout in progress today; Foothill Huntress/VPN targeted for early September. - Topic: Training – Power Automate email categorization and client use cases - Speaker 13: Provided a live overview on using Power Automate (Office 365 Outlook trigger) to categorize emails by client domain and VIP contacts using a shared spreadsheet. - Mentioned free connectors expansion; desktop Power Automate still requires premium. - Will share yesterday’s recorded training and continue weekly flows; Stephanie will curate videos. - Client interest: Anderson Group and Arc requested next training; examples included document filing from e-sign tools and automated reminders. - Conclusion: Training resources to be shared; ongoing weekly Power Automate examples planned; client sessions to be scheduled. - Topic: Culture and core values activity - Fun segment included recalling core values and a lighthearted fine system. - Recognition of Wanda for strong effort on a lab project at Wainga. - Emphasis from leadership on living the core values. - Conclusion: Cultural reinforcement and recognition given. - Topic: Team-building game – Two truths and a lie - April participated; revealed the roller coaster story was the lie; admitted a past pizza ordering delay for a client. - Next week’s participant: Andres. - Conclusion: Game continued; next participant assigned. - Topic: All Hands meeting facilitation - Speaker 2: For September, Miguel will take over the All Hands meeting. - Conclusion: Meeting host change for September announced. ## Next Arrangements - [ ] Implement conditional access policies for the Foothill pilot group starting August 27. - [ ] Notify users with laptops needing reboots due to the driver patch policy and prompt them to restart (Anton). - [ ] Conduct the walkthrough and transition wireless support for Anderson by the end of August (Vince with Kevin and Gabi). - [ ] Update Hudu client summaries with pod lead and onsite lead information (pod leads, onsite leads). - [ ] Submit August timesheets and expense reports by August 31. - [ ] Continue Arc LastPass deployment; handle tickets and feedback; track completion status. - [ ] Complete Foothill Huntress and VPN deployment by the first week of September. - [ ] Share the Power Automate training recording and spreadsheet; Stephanie to distribute links. - [ ] Schedule the next Power Automate basics training session for interested clients (including Anderson Group and Arc). - [ ] Prepare for the September All Hands transition to Miguel. ## 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. Define the exact pilot group scope and success criteria for Foothill conditional access to ensure measurable outcomes and rollback plans. > 2. Confirm the exact date and resource plan for the Anderson wireless support walkthrough and transition to mitigate risks with “extra devices.” > 3. Establish owners and due dates for updating Hudu entries to avoid stale client records. > 4. Specify tracking and confirmation for Arc LastPass rollout completion (e.g., percentage deployed, exceptions). > 5. Provide a detailed timeline and point of contact for finance coverage during October maternity leave to ensure continuity.	Aug 26, 2026	Speaker 1 00:00:02 No. Speaker 2 00:00:38 How did it go with Jeff? Speaker 3 00:00:42 He did not respond to me. Does mean he's good? That's a good sign, right? Speaker 2 00:00:52 Honestly, in this case, I'm not sure. Really. Speaker 3 00:01:53 Charlene, he messaged me asking for what is his password. Um on our chat. But he changed it right? Okay, give me one second. Speaker 2 00:03:45 Okay, good morning everyone. Happy Wednesday. It's August 26th, week number 35. The primary after our support for this week is Bogdan and backup Gabi. And the core value I'd like to highlight today is commit and deliver. And I'd like to highlight a group of people: Monti, George, Vana, Charu, Julia, Yanis, Patrick, Sigrid and Vincent, who are actively involved in the La Prague hardware refresh project, which is one of the most challenging ones due to the various type of peripherals they're using on site. So just wanted to give a shout out. Good job everyone. And for quote of the day, it's literally true that you can succeed best and quickest by helping others to succeed. Speaker 2 00:04:43 By Napoleon Hill. And next, let's go to team updates and please, please Olivia. Speaker 4 00:04:55 Good morning, guys. Happy Wednesday on the help desk side of things. We had a very productive strategy meeting yesterday. So, we have some changes coming to the help desk pretty soon here. And then one of those changes, though. Monti will officially have the onsite team reporting to her. So that is very exciting. And yeah, that's all I've got. Speaker 2 00:05:21 Okay, thank you, Olivia. Next cybersecurity with Antoine. Speaker 5 00:05:27 Good morning. Security team planning tomorrow to start implementing conditional access policies for the foothill for the pilot group. And additionally, We have implemented an additional patch management policy for Crimson IT related to the drivers. And we have couple laptops that need to be rebooted. I'm gonna send you a notification directly to those individuals. That's it from my end. Thank you. Speaker 2 00:06:04 Okay, thank you, Antoine and happy late birthday. Speaker 2 00:06:09 And uh next operation with Pete. Speaker 6 00:06:13 Good morning, everybody. Uh just a couple thingsum reviewed theum the phishing report, uh security report for last month, and thanks to everybody, but nobody uh, clicked on any of the phishing, uh lures I, guess we could call it so good work from everybody this past month. Um thanks for being diligent in that space. And uh, oh. Olivia mentioned we had a, We had a discussion yesterday to kind of talk about how we can get better with our, um, basically with our customer facing uh help desk processes. And I don't think we've got like major changes coming. But what we're always talking about how we can get better. So, it was a great discussion yesterday and I just wanted to thank uh, Olivia and Monti and Vince. And Mike for for having a great discussion yesterday. And. Speaker 6 00:07:08 We're always trying to get better, so that's what we're we're striving for. So uh more to come, but thank you all to them yesterday and that's all I have. Thanks. Speaker 2 00:07:18 Okay, thank you Pete. Uh next account management with Mike. Speaker 7 00:07:28 Sorry, It'd be nice, if I took myself off me, apologize real quick Vince, did you have any updates? I forgot to check with you before the meeting. Speaker 8 00:07:35 Major updates oh sorry morning team, Oh, super major updates. Just at the end of this month, we'll be transitioning the wireless support for Anderson. So that's exciting stuff. We're probably going to do a walk one walkthrough, and it's going to be a lot of extra devices, But you know, been working very diligently with Kevin and Gabi, and we've got a great handle on it. So appreciate you guys both. Speaker 7 00:07:57 Well, Thank you, Vince. And just a quick update for me. Um kind of segue was mentioning. We added a couple sections to the client summary in Hudu documentation. So we've included the pod lead and the onsite lead for all customers. So, if you happen to be a pod lead or work with Monti for who the onsite leads are, please be sure to take the time and update Hudu. That's it for account management. Thank you. Speaker 2 00:08:22 Thanks Mike. Next finances with Lisa. Speaker 9 00:08:28 Hi good morning everyone happy Wednesday, just a quick reminder and a favor from finance, Month end is coming fast, so August thirty one is Monday next week, which means it's time for timesheet and expense report submissions. We'd really appreciate everyone's help in getting this submitted on time, so we can keep everything moving smoothly on our end. Also just a little heads up for the coming months, so I'll be out on maternity leave sometime in October. Speaker 9 00:09:03 So we're already working on the transitions and preparing for full coverage, while I'm away. So finance will be staffed during those times. We'll be working closely with admin to make sure everything is covered. So we we may just need a little extra help from everyone, in making sure timesheets and expenses are submitted on time, especially during month end. It will really help us stay on top of everything while I'm away. Hope you'll be with us during this transition. We truly appreciate everyone's help, patience and understanding. It really means a lot. Thank you so much. Happy Wednesday. Speaker 2 00:09:40 Okay, thank you, Lisa. Next admin with April? Speaker 10 00:09:46 Thanks Caleb. Um hi, good morning, everybody. So on the admin side just started our monthly billing. And thanks to everyone who consistently notify us with anything that will affect billing Thank, you That's all for me. Speaker 2 00:10:00 Okay, thank you. Uh, Anzor is not here, right? No, I'm here. Oh, sorry. Sorry. Okay. NBD with Anzor. Speaker 11 00:10:11 Um Yeah So uh I I don't have anything uh concrete uh or or exciting to share at this point. Um we are working on few cool opportunities. And uh I am hoping to. Bring some good news next month. Other than that, I don't have anything to share. Speaker 2 00:10:37 Okay, thank you, Anzor. Next, if there's any project change management products, please raise your hands. Yes, Ingrid? Speaker 12 00:10:51 Good morning everybody. So just a quick update for Arc, We're already deployingum LastPass to all of their users today. So, if you get any ticket on that one or if there are feedbacks or comments, please please let us know. And forum Foothill, we're still deploying Huntress. Um yeah Huntress yeah Huntress and VPN. And that's it on my side. Thank you. Speaker 6 00:11:20 Right thank you Sarah what is the target for Huntress to be complete? Do we have one yet? For. Speaker 12 00:11:26 Yeah, I think that's first week of September. Speaker 2 00:11:29 Okay. Thank you. Okay, thank you, Teo. Next we'll go to the training updates with Christi. Speaker 13 00:11:37 Good morning, everybody Real quickly. I am going to give you guys a different type of training today than I normally do Just a heads up. What I want to do is a lot of people ask me how do I do certain categories and things in email? And that's been a hot topic recently. Because everyone is assuming that my categories get done by AI, and some of them do, but not all of them. So I am going to give you guys a quick overview on how to do categories. We're going to do one from scratch. So in the team's chat for this meeting, I sent over a spreadsheet that I have that's called Important Information. So this is a sample of one of mine that I actually use. You can create. Speaker 13 00:12:19 A copy and save it to your computer and update it. And I'm going to quickly show you guys how to do that and how to make your system show categories. So real quickly, if you go into Power Automate, Everyone has a license for this because this utilizes the free version of Power Automate. Microsoft lately has been really trying to compete with companies like in 8 in and Zapier and Make. Because a lot of people are starting to use them more and more, And so they're they're the premium license connectors that used to have to get for certain activities are now switching to free versions. So that's great news. It means you guys have more ability to do a lot of granular, really cool automations within Power Automate. However, Anzor, I saw the dollar signs in your eyeballs just now. Speaker 13 00:13:13 Um, I still require premium because I do use a desktop Power Automate and that one's not going off of premium anytime soon. I'm so sorry. I try, but I need it. Um, so we're going to walk through how to create a flow real quick. So you guys, I did a training on this yesterday. I'm going to get you guys that video for you, But for today, we're going to create a training or we're going to create a flow from scratch. And so in Power Automate, I want you go to Create, And from create, you're going to create an automated cloud flow. And you're going to search all triggers and you're going to type in email. And what we're going to choose is when an email arrives. However, we're not going to use outlook.com. Anybody want to take a wild guess why we're not using outlook.com? Bogdan? I know you know the answer to this one. Speaker 13 00:14:12 He's like, "Darn it, I called it something. What would you say? Okay. Outlook. Com is for personal email addresses and Office 365 Outlook is for business email addresses. Microsoft could not make that less apparent if they tried. Okay, So we're always going to use Office 365 for Crimson items, and we're just going to say create, and it might say, invalid connection, if it does give it a moment, it'll go away. It is going to connect to your email, so anytime a new email arrives, this automation is going to happen. Okay, And so what I am going to do is I am going to tell it to categorize any email that comes in from a client and their domain. So I sent you guys over a spreadsheet, and the spreadsheet has two tabs on the bottom. One is a client list and the domain of that client. Speaker 13 00:15:07 And one is VIP contacts, and these are my VIP contacts. And so anybody that comes in, I want them to color code and make my email categories happen. So you'll see on here Brett is showing as client. This one is actually, I don't know why it's showing as client. I got to fix that. But Brett is showing as client. And so on my actual production spreadsheet, not this one, Brett is on that list. Oh actually he's on this one too. But on my production, when I have a longer list, who's at the top of my list? Anzor, Pete. These are my VIP people. So if you do VIP people, you want to make sure that you map you have your VIP people. So anybody coming in from these addresses, these are the people I want to pay attention to as I create this. So if I go in and create when a new email arrives. Speaker 13 00:16:06 Then I want it to pull up that email address. So I am going to show it to you guys from scratch or from where I already have it in play. And basically, it's four steps. So I have a compose in here, And that compose is just pulling the information out of what the domain name is. And I'll give you guys this information so, it is in the training class that I recorded yesterday. You guys can pull it up; it'll go look at the spreadsheet. To see is that person on the list, and if they are, it assigns it the Outlook category. And honestly, guys, This took me five minutes to set up when I first did it years ago. I've had this in play for many years. I've recreated it for yesterday's class for people. But if you're interested in it, I will give you guys all the details. But this is how easy it is to set up categorization automation. Speaker 13 00:17:03 Uh, just for one item. So a lot of our clients are coming to us lately to say, How can I just do basic automation, thinking that automation and AI are the same thing? This has been around for years. And I can show you guys, I have a lot of Power Automates that just make my life easier. Now this one is not, I mean it's not glamorous, But I have Power Automates that take the meeting transcripts from meetings and put them in my OneNote. So Um, they can get a lot more granular. But I want you guys to be aware of this. I'm going to bring for the next couple of Wednesdays, I'm going to bring you different flows that you can try, that will be easy. This one looks hard, but trust me it's not hard. And then Stephanie is going to be the keeper of all of those videos. And she's working with me to get them out for everybody and I'm going to do a lot of different little Power Automate videos on how to create just common everyday flows. So. Speaker 13 00:17:60 Clients are loving this. I had a packed house yesterday in the Power Automate basics training I gave. A couple of flow examples that I gave was if they have a DocuSign or an Adobe Sign document come back to them, Power Automate will automatically save that into a folder and update Teams. Another one that I have that you guys see, every Friday is a reminder to do your stress surveys. Another client wanted a way to send a quote to all of their staff as an automated email. And I showed how to do that yesterday. So if any of you guys were in that Teams chat, you saw the quote come through about rebooting your computer. That was what that was from. So just a reminder, these can make your clients' lives easier. We are going to do another Power Automate basics training for clients. If you know of clients that might be interested in it. Speaker 13 00:18:56 Uh, let me know. Vince Anderson Group has already emailed me today and Arc to say, when is your next training? We'd like to participate. So just a heads up for you on those two. They are liking it. Um, and Julia, I don't know, but I did record it, and it's out in the folder for you to watch. And I'll send everybody that link uh later today on where they can go to watch that video. Any questions? Speaker 13 00:19:29 Awesome. Caleb, it's your turn. Sorry, I did almost call you Caleb. I am sorry. Speaker 2 00:19:37 I get that a lot, that's why. Thank you, Christi. Next, let's go to the fun segment. Chris. Speaker 1 00:19:52 Um, let me know if you see my screen here. Speaker 1 00:19:59 Yes, you can see your screen. Alright, let's start. Speaker 1 00:20:48 I Don't Have any clue. Speaker 2 00:20:55 Commit and deliver. Exercise extreme ownership. We do the right thing. Always. Speaker 1 00:21:07 Friendly. And uh oh, Speaker 2 00:21:18 You're gonna break give me integrity over profits. Speaker 11 00:21:22 And not only you're not getting$ 100, you need to pay$ 100. Speaker 2 00:21:29 No, at least this is a proof I'm getting it from my mind, not reading a notebook from the computer. So so I. Speaker 11 00:21:38 Found it easier if you remember Caddy, right? Which is one word. Then you just go each letter, right? So commit and deliver always friendly do the right thing integrity over profit. Extreme ownership, right? So it was integrity over profit. But you know, we love you Caleb. So, we will why don't you give a great example? So you'll justify the hundred dollars going your way? Speaker 2 00:22:06 Uh okay uh I'll be for uh commit and deliver. And I want to highlight Wanda because uh, since since I went to Wainga, she's been having a hard time there. And uh with the lab project. Uh it's a lot of labor and stuff like that and she's doing really great so as well to recognize her effort and hard work, Speaker 11 00:22:32 Awesome. All right, well, we'll make an exception and we'll pay this fine young man, even though he doesn't deserve it. Uh, make sure you memorize those core values Caleb. You've been here for a while buddy. Okay. And for rest of you guys, I mean this, they will make a joke about it, right? But it does mean a lot, I think to our customers, to us, right? To actually believe and live by these core values. Right? Like this the key. This what makes us an amazing team. So while it's okay to skip one. Speaker 11 00:23:12 I'm not being to remember, but in general, right? This is the heart and soul of Crimson. So I'm not just words on a plaque. Okay. Speaker 2 00:23:24 Okay, thank you for sparing me Anzor. Next let's go with two truths one lie that would be April. Speaker 10 00:23:33 Okay okay two truths, one lie Firstum I messed up my interview here at Crimson. But they were kind enough to give me another chance. So, three do myself okay and second, I once forgot to order pizza for a client, so their lunch was a bit late, which made them even more frustrated. Third, I once rode a roller coaster that malfunctioned and I haven't ridden one since. Speaker 2 00:24:07 Okay so, Number one who thinks April messed up her first interview at Crimson. Speaker 13 00:24:15 I think that's a lie because I'm the one who interviewed. Speaker 2 00:24:17 Her busted in Christi. Speaker 6 00:24:23 We trust, okay. Speaker 2 00:24:30 And the second one, uh what was it? April sorry, Speaker 10 00:24:34 I didn't catch uh I once forgot to order pizza for a client, which. So their lunch was a bit late, which made them even more frustrated. Speaker 2 00:24:44 Okay. Who takes us the one? Speaker 4 00:24:48 I think I know who that client is. Speaker 2 00:24:51 She's missing out too much, the first interview and then the pizza. So you, Speaker 11 00:24:56 You didn't do good enough job April because the client is still with us. Speaker 10 00:25:01 Oh my God Then introduce them Yeah there's no one here And yeah, Third one is I once rode a roller coaster that malfunctioned and I haven't ridden one since so. Speaker 12 00:25:16 We saw you ride. Speaker 6 00:25:24 Philippines exposing your two truths and a lie. Speaker 10 00:25:29 I don't think they know this one, Speaker 2 00:25:32 Which one which one did Philippines. Speaker 10 00:25:34 Okay, the lie is a roller coaster. Christi, I forgot to share with you that my first interview was with Anzor back then. So Oh yeah. Yeah, before I was scheduled for an interview with you. And then number two, yeah, that's the truth. Should I tell the client? But no, I will not share that. Um Yeah and the third one is a lie Roller coaster. I'm afraid of roller coasters, so no You will never see me ride a roller coaster, so It's a lie Okay. Speaker 2 00:26:04 Okay. Uh, so for next week, who do you. Speaker 10 00:26:09 Um, okay. Let's go with Andres. Speaker 2 00:26:14 Okay. Andres, you're up next week. And uh so for the month of September, Uh Miguel is going to take over the All Hands meeting. And uh, if there's anything that's left unsaid, please raise your hands Okay Mike. Speaker 2 00:26:34 Oh, is it allowed to. Speaker 7 00:26:37 Forgot to put it down. Sorry. Speaker 2 00:26:39 Okay. I think that will be all for today. Have a wonderful day everyone. Enjoy the rest of your day. Thanks guys! Thank you everyone! Happy Wednesday, everyone!	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=3ef53cce-9ce9-404c-bbbc-c5397ca5f4a9&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4Nzg0OTEwNyJ9.CgoKBHNuaWQSAjY0EgsImPShv4aXwj8QBRoMMy4yMzcuMzMuMTIxKixQLzc3K0oxV2lYSWtDWlY1aU4vNWVnNkovaHkwalA4NG9DNTIyRUp0TXZBPTCaATgBQhCiNWEk1IAAACAFrarUqYfwShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.36MeBIFFHwGUKFMZwjDYfpkwsBG26DyW9ZY5wyhzPJ4&ApiVersion=2.0	Processed▾	Submit August timesheets and expense reports by August 31Conduct walkthrough and transition wireless support for Anderson by end of AugustNotify users with laptops needing reboots due to driver patch policy and prompt restarts+8	✓	Crimson Internal▾	Crimson IT	902468 (0.47h, tkt 956831, Crimson IT 250, CIO(14)/workType 55, DoNotBill) - logged 2026-08-31 EOD sweep. 8/26 17:00-17:28Z, matches calendar 'CIT Weekly All Hands Meeting (WEDNESDAY)' 17:00-17:30Z; transcript runs 26:39.	Crimson IT (250), internal ops ticket 956831. Crimson weekly all-hands: help desk restructure, onsite team reporting change, hardware refresh project, security and training updates. Non-confidential. Client verified from content: Crimson staff only.	2 - Internal Operations\Meeting Recordings & Transcripts\Crimson\Meeting Transcript - 08-26 Daily Meeting Cybersecurity, Project Updates, and Training.txt	—	✓
07-10 Westwood Financial Claude Team Deployment: DNS Verification Gating SSO and M365 Connector, with Controlled Invite-Only Access	 ## Core Synopsis A lightweight but security-conscious deployment of Claude for Westwood Financial is being executed by establishing a paid team under the tenant’s global admin, locking down access to invite-only, and gating deeper integrations behind domain verification for SSO and Microsoft 365 connectors; the operational reality is simple: the team progressed setup to billing, invitations, baseline privacy/usage controls, and initial connector allowances (Zoom/HubSpot), but is hard-blocked on SSO and Microsoft 365 until DNS verification propagates. The leverage is in sequencing: ownership sits with the global admin to avoid governance drift, DNS verification unlocks SSO, and SSO anchors enterprise-grade controls; the political tension is visible—leadership pressure to move fast versus the need to respect security gates—so the call pre-authorized two users to start working before SSO to prevent stall while the domain propagates. We are taking the bet that speed plus minimum viable governance (admin ownership, invite-only, disabled open invites, controlled connectors) will preserve trust while accelerating adoption; the stakes are that a sloppy identity rollout would invite risk and rework, whereas waiting for verification and then completing SSO/M365 will consolidate control and enable scalable usage. ## Deployment Sequence and Control Decisions ### Initial Setup Under Global Admin - The administrator created a Claude team tenant using the global admin account, purchased six seats on monthly billing, and issued initial invites to Casey and Brett to unblock work. - Team naming aligned to the client identity (“Westwood Financial”/“Westwin” context), with the explicit intent to retain admin ownership and transfer later if needed. ### Governance Baselines in Org Settings - Access controls: “Invite-only” enabled; member self-invites disabled to prevent unmanaged sprawl. - Data and privacy posture: Chat sharing allowed (including connectors) for collaboration; location metadata enabled; “public projects” disabled to avoid uncontrolled exposure. - Usage credits: Enabled but left quota blank; credit request workflow disabled to avoid ad-hoc spend escalation. ### Domain Verification as the Gate to SSO - Domain verification initiated via TXT record at registrar (Network Solutions); TTL set to one hour; verification pending and recognized as potentially requiring ~60–70 minutes to propagate. - SSO setup is explicitly deferred until domain verification completes; Microsoft 365 connector activation is contingent on the same milestone. ### Connector Policy and Adoption Scope - Connectors allowed for Zoom and HubSpot (client fits), Canva/Notion not required; Microsoft 365 connector queued post-SSO due to dependency on verified identity. - Policy intent: allow useful integrations without prematurely expanding the blast radius into identity-bound Microsoft data. ### Communication and Role Dynamics - Casey and Brett were invited ahead of SSO to sustain momentum; the admin will inform them that SSO is coming post-verification. - Coaching intent included onboarding Juno and Riddick to replicate the setup process, with escalation paths identified (Emil/Sergio) for registrar tasks. ## Action Items **@George (Global Admin)** - [ ] Monitor DNS TXT propagation and click “Refresh” under Claude Organization → Verification until the domain is verified - [TBD] - [ ] Complete SSO setup in Claude Organization → Authentication immediately after verification (follow the Microsoft Intune-guided steps) - [TBD] - [ ] Enable Microsoft 365 connector post-SSO and communicate availability to invited users - [TBD] - [ ] Upload the square-format Westwood Financial logo in Organization Settings for branding - [TBD] - [ ] Confirm Casey’s access and inform him in Slack that SSO will be enabled after domain verification - [Today] **@Sergio** - [ ] Reply to Brett’s email confirming initial access and the SSO activation plan post-domain verification - [Today] **@Casey** - [ ] Accept the Claude team invite and confirm successful login - [Today] **@Brett** - [ ] Accept the Claude team invite and confirm successful login - [Today]	Jul 10, 2026	Speaker 1 00:00:03 Your screen. Speaker 2 00:00:05 Share my screen. Yes. Uh hold on. What am I sharing? Speaker 1 00:00:11 Uh, okay. Let me do this, give your you have a an account with West Virginia, right? That's George. Speaker 2 00:00:20 Account no Administrator app administrator app Okay, Speaker 1 00:00:25 And that's that's the global admin account Yes, ma'am Okay. Here's what I want you to do. Do you, you have that login saved in one of your profiles? Yes, ma'am. Okay. I want you to open up that profile. Hold on one sec. And then I want you to share that screen because I'm gonna walk through it here. Speaker 2 00:00:44 Here we go. Where are your share screens? There okay. Speaker 1 00:00:58 Okay, so here's what we're going to do. I'm going to walk you through this, so let's record it. Okay, yes please, yes please. Yes please. So, we're going to record this and get everyone. Oh. Uh, hang on, let me add somebody to this call that so that we can record Uh see if you it's three o'clock, see if you can add Charl Sorry Charl and and Sean Charl And Sean Yes. Speaker 2 00:01:26 And Sean Let me. And people, uh, invite someone, Charles. Yep. And Sean. And Sean. Speaker 1 00:01:41 Yeah, there's a reason for this. Speaker 2 00:01:44 And Sean. People people and Sean. Yes. Okay. Speaker 2 00:01:57 Come on, Sean, pick up. Speaker 1 00:01:60 Hello? Hopefully Charl picks up too. Speaker 2 00:02:09 Yeah, I'm worried that you might get inundated by this thing. I'm. Speaker 1 00:02:16 Already inundated. And he wants me to start telling you and others to you're going to have to wait. Speaker 1 00:02:25 Yeah, I was. Speaker 2 00:02:27 Worried you were going to say that. Speaker 1 00:02:29 Yeah, he's already there. I uh he's not happy that I'm taking this one alone. Well, He's not he's not happy I'm taking it and doing it quickly. So uh, Speaker 2 00:02:44 They are not picking at Juno? Juno okay hold on one second your name is Pete. Speaker 1 00:03:13 And Add Riddick. Riddick. Yes, I'm just going through my brain of people. I know that would want to learn. Okay. Speaker 1 00:03:25 And it might pick up. Speaker 2 00:03:34 Oh, don't give me that. You're not on lunch. Hold on. Hey, Medic! Hey, hey, hey! Speaker 1 00:03:47 We were adding you to a call so that I can record and Juno! Juno joined! Hey! We love Juno. We love Riddick. Okay, so here's what's going on, guys. Juno, Question for you: Would you like to learn how to set up Claude for a client? Um, Speaker 2 00:04:14 Yes. Yes. Speaker 1 00:04:16 Okay, Riddick, would you like to learn how to set up Claude for a client? Speaker 2 00:04:19 Yes. Yes, Speaker 1 00:04:20 Absolutely. So sure. Speaker 1 00:04:24 I am going to walk George through it and I am going to record this call so that everyone is on the same page, and we can share it out. Make sense? Okay. All right, now this is what takes a little bit of time, so bear with me. George, What I want you to do now that you have that profile open and you are logged in as administrator, I want you to open up another tab. Speaker 2 00:04:49 Open up another tab, okay? Yep. Speaker 1 00:04:52 And I want you to go to Claude dot AI. Speaker 2 00:04:59 C L A U D E dot AI. Yep. Speaker 2 00:05:07 Can I remove this? Okay, Speaker 1 00:05:11 I want you to create an account using the administrator account because we need the global admin account as the owner right now. We can change it later, but for right now as we do the setup, we need the global administrator account. Speaker 4 00:05:27 Oh, so this is like a fresh from freshly created. Yes. Administrator. Oh okay. Yes. Speaker 1 00:05:44 Sorry I'm I'm singing to myself while looking something up. Speaker 2 00:05:51 Okay, I got the confirmation email. I'm going to sign in to Claude, right? Yes. Speaker 1 00:05:59 So Just so if you guys weren't following along, when he signed up for the new account, instead of allowing him to set a password, it sends an email for him to click on. Speaker 4 00:06:14 Do we have to allow it on enterprise applications? No need to. Speaker 1 00:06:18 We will in a moment. But yes. Speaker 2 00:06:20 With my team, right? With my team. Speaker 1 00:06:25 Yes, with my team. Sorry, I was focused on on Riddick, which is not a bad thing. Speaker 2 00:06:32 Let's create Teamis good, Westwin is good. Right? We, unless you can choose or should I say you guys You, Speaker 1 00:06:40 You want to make it the company name. So if you guys internally call it Westwin, then use it, but if yeah they can call it Westwood Financial. All right. Now, What we got to do is we're going to do a monthly payment for now. And you are going to do how many people are we adding to this, George? Speaker 2 00:07:02 Including you, seven. Speaker 1 00:07:04 Okay, I don't need an account because you're making it under administrator. So okay, Speaker 2 00:07:10 Wipe me out of it six. All right so say it just seats. Speaker 2 00:07:22 Wait, what? Hundred fifty? Speaker 1 00:07:24 Yep. Yep. Six seats at twenty five per seat is a hundred and fifty. Speaker 2 00:07:29 Oh, oh, I thought hundred fifty per. Okay, okay, okay, okay. Speaker 1 00:07:32 Yeah. All right now, scroll down and put in the payment method and for the payment method. Unshare your screen turn off sharing. We don't want to see that number, especially when we're going to reuse this anyways. Speaker 2 00:07:48 Yeah, right? Speaker 2 00:07:50 I am going to get my ass kicked by Brad. Hold on one second. Ten eight seven seven Wilshire, yeah, apartment suite number eleven oh five Los Angeles. Speaker 4 00:08:07 Is this recording? I don't think you need to say the card number or something. Speaker 2 00:08:12 No, I am just giving the address zip code okay. Speaker 4 00:08:16 Enter the code. Speaker 2 00:08:19 Use your saved information. Hold on one second, let me show this with you. What does it mean by this? Uh, where is my Teams? Uh, share this. Oh. What does this mean? Enter the code sent to blah number. Speaker 1 00:08:46 It's using it's trying to use something in Solinkum you can ignore that. So just click on the X right next to it. Okay, click on that. And now you can put the card payment in. Speaker 2 00:09:01 Okay, hold on one second, where is the card payment? Uh Red Sock A, B, M, T, C, C. Speaker 2 00:09:52 Oh, I know where it is. It's in LastPass. Hello. Speaker 1 00:09:54 Crap. What card are you using? Are using his card? Okay, his card, got it. Speaker 2 00:10:01 His card, yeah. Uh, it's on my LastPass. I wanted to secure it so it's on that LastPass Hold on Good, Speaker 1 00:10:08 Very good I'm very proud of you. Speaker 2 00:10:12 Uh there you go Where are you, Come on, show you. Launch. Huh? Hey there, you go. The card number is one, two, three, four, five six seven eight nine ten. Okay. Only. Speaker 1 00:10:34 Nine ten? I thought there might be a twelve. Speaker 2 00:10:36 Eleven twelve thirteen fourteen fifteen sixteen. Uh- huh, Uh okay. Oh, Speaker 1 00:10:44 I like it. Sorry, I'm shopping at the same time as I'm talking to this. Speaker 2 00:10:47 Use a different name on invoices? No. Yeah, you need to do that. I don't need to do that, right? Expiry is my birthday uh November twelfth nineteen sixty nine Okay month. Speaker 1 00:11:05 I thought you were only slightly older than me. Speaker 2 00:11:10 Twenty twenty seven oh, Okay. Done so. And I'm sharing it back. Speaker 1 00:11:17 Okay, perfect. Speaker 2 00:11:18 Oh, no way, Mr. Teams is doing it again. Share in here. Welcome to Westwood Financial. Speaker 1 00:11:35 Perfect, all right now invite members to join your team type in Casey? Yeah, type in Casey. Casey's email address. And type in Brett's email address. Speaker 3 00:11:60 Yeah, at these two for now. Gotcha. Speaker 2 00:12:06 Alright, perfect. Yep. Speaker 1 00:12:11 All right. What is your role? You just put IT and security. That's the one I click on all the time. And then continue. All right, Now what we're going to do now is close that out because we're not using Slack. All right, now click on the A down at the bottom left. Speaker 1 00:12:39 And click on organizational settings. Oh, by the way, pull up Hoodoo in another window because you're going to need it. Okay, Now on this page, I want you to click Add Logo and I want you to add the Westwood logo. We're going to go through it one by one of everything I do. So add logo. Uh yep. Yeah, Yep, So what you're going to do is you're just going to pull up the Westwood logo. It needs to be the square one. So okay, then cancel that. We'll do the Westwood logo later. All right now, uh scroll down and the next thing we're going to do is verify domains. So under domains you're going to click on verify Yes Yes. Speaker 1 00:13:32 You know what? Click on that verify right there, the first one. Yep, because you got to do that first, anyways. Now, What you are going to do is you are going to type in the domain name. Yep, and say continue. Now in another screen where Hoodoo is go find the login in Hoodoo for whoever the domain registrar is whether it's GoDaddy or. Network solutions or whomever. And you need to log into that. Speaker 2 00:14:06 Understood. Only one second, let me pull it up. Speaker 1 00:14:09 Okay. And then when you do, put this screen and that screen side by side on the shared screen. Speaker 2 00:14:19 Okay, here we go. I'm logging in for now. Is. Speaker 1 00:14:27 It uh is it GoDaddy or Network Solutions? That's all, It's hoodoo? Net so. Speaker 1 00:14:34 Okay, Good, perfect because I can walk you through that easily. I can walk you through on all of them, but yeah. Speaker 2 00:14:43 Come on. Speaker 1 00:14:45 Um, do you need is the code being sent? Speaker 2 00:14:48 I got it. I got it. Uh, your number is six one six two one three You see that? And then see that we authenticate. And let me put this up side by side. Go away, I don't need to get sold. Uh, yeah. Here we go. This is the NetSuite part. Speaker 3 00:15:25 Okay, perfect. Speaker 3 00:15:39 Where do we go? Speaker 1 00:15:41 Okay. Perfect. Now, uh, go to domains on the left. Yep. And go to uh, yep, Scroll down to WestEnd dot com. And uh, yep, so I want you to go to. Yep, click on that. Speaker 1 00:16:04 All right. Now, scroll down just slightly. Keep scrolling. They moved it farther down. Go to Advanced Tools, click on the down arrow. Yep All right now, What we want to do is manage advanced DNS records in the center Click on Manage Yep. Speaker 1 00:16:34 And don't show this again because yeah, we know what we're doing. Scroll all the way up. Okay, now add record which is on the right center. Okay, type is going to be text TXT. Yep, refers to hit the uh hit the down arrow on that one. Do the at sign. Perfect, click in text value. Now go to nope click on text value Now go to the other window, the Anthropic window. Click on that and click where it says value in the copy button. Click that. Now go back to the other window and paste that into text value and then TTL, click on that, you can make that just an hour. One hour and then say add. Okay now minimize that. Speaker 1 00:17:33 And go back to the other window. And then, now it's checking your DNS records, so we're going to wait a second. While we're waiting, go back to Admin Settings and Cloud. Okay. This is going to take a few minutes, so just a quick heads up: we can't single sign-on just yet. So while we're waiting, I want you to scroll down. Uh okay, I want to make sure invite only is set. Um and uncheck member invites. Okay. And then scroll down. All right, perfect. Now I want you to go to usage over on the left Go up up Okay, usage click on that now under usage. Speaker 1 00:18:28 Turn on usage credits, leave that blank. And I want to, I just want to make sure that that stays blank. And usage credit request, nope. Turn that off. I said leave that blank. George. All right, here we go. Now manage credit requests, we'll leave that alone. I just want to make sure these are set correctly. Now go to data and privacy, Okay and rate chats. You can leave that on um. Share chats. We're going to allow people to share their chats. We're going to allow people to share chats that use connectors. We are going to allow location metadata and public projects. You know what? Let's uncheck that for right now because nobody ever uses that. I want you disable that, so I want to keep that too do that Now while we're doing that, scroll down. Speaker 1 00:19:29 Go to connectors. Click on connectors. Now, we're going to add some connectors. What connectors do we want, George? Click on all available. Click on all available. Yep. Microsoft 365? Yes, we can't do Microsoft 365 just yet though, but that is a good idea. Do we want them to do Canva and allow Canva? Speaker 2 00:19:54 They don't need they don't use it. Speaker 1 00:19:56 Okay, scroll down, Is there any other app in here like, um, Notion that they might use or Asana or Monday? Anything like that? Speaker 2 00:20:09 In my life. Google Drive, HubSpot. Perhaps HubSpot if they're using HubSpot. Speaker 1 00:20:18 Okay, click that. Okay and say connect or, Uh, Tover missions. You can no, you're already there. Go back. It's not really it's it's good. It's good. You're good. It's good Yeah, It'll allow them to add it So hit back. Speaker 3 00:20:44 And, then any others. Speaker 2 00:20:49 I wouldn't know unless I. Speaker 1 00:20:52 Uh, does West End use Zoom? Speaker 2 00:20:56 Zoom, yes. Speaker 1 00:20:57 Okay. Um, so they're going to be allowed to do that. Um, let's leave these alone for right now because we can't do Microsoft just yet. So click on the X. Okay? I want to show you how to do it but I need Microsoft. Go back up to Organization and Access Click on that at the top Click on the refresh button under verification. Speaker 1 00:21:26 Go to the other tab. Uh, verify your organization domain. Open that tab. Where is that? Uh, right next to the admin settings. Yep. All right, it's still checking. Um, we just gotta give it a little bit longer. Now, once this is done, go back to admin settings, let me give you guys a quick overview. Go back to connectors. This is the main one we got to do. Click on connectors. Now go to add and choose Microsoft. Let's see if we can do it now. Sometimes it allows us to do it early, sometimes it doesn't. So click on the plus sign next to Microsoft 365, click the plus sign and so go ahead and say continue and close that. Speaker 1 00:22:27 Back to me. Yep, hit the back. But honestly, you can just hit the X at the top. All right. Click the X at the top. Speaker 2 00:22:43 Well, we're done adding? Speaker 1 00:22:45 For now. What we're waiting on is for everything to verify Still doing? Yep. Speaker 1 00:22:58 Once this is done verifying, we can go in and set up SSL. Speaker 2 00:23:03 Oh, so that depends on the okay okay. Speaker 1 00:23:05 Yep. So go to admin settings real quick. Sometimes we gotta wait an hour for this to happen. Really? Go back to yeah go back to organization and access. I had to wait it was about an hour. And ten minutes yesterday for DTLI. All right, scroll down just slightly. Let me give you the next instructions. You see where it says authentication? Yeah, You have to verify the domain first. Once it's verified, you can click that setup, And it's going to walk you through how to set it up within Microsoft. Uh, Intune. Mhm. And George, it's step by step. It's super easy to do. So I'm gonna I'm gonna stop us here where we're at, And if you guys run into any issues, uh or if you run into any issues, George just let me know. But right now, we're going to stop and wait for it to finish pending. Speaker 1 00:23:54 But the reason I let Casey and Brett have access already before the single sign- on was set up was just so that they can get in and work. So, I'm going to reply back to the email right now. And can you reach out to Casey for me while we're waiting? Then tell him what? Just reach out, make sure he can access it. Speaker 2 00:24:17 Oh, oh yeah, to verify. Okay, yeah, yeah, Speaker 1 00:24:19 Yeah. And let him know we're going to do single sign- on soon. We're just waiting on uh for the domain to be verified before we can do that. Just put it in his Slack. Understood. Yep, understood. And Riddick and Gino, how do you guys feel about this? Speaker 2 00:24:33 Very good. Speaker 4 00:24:33 Um, Is the network solution is like a third party that allows. Speaker 1 00:24:41 Us to It's a domain registrar. Yeah, so okay, Yeah, email if you ever get stuck on that email can help you with that part. Speaker 1 00:24:53 So, cause he he knows it like the back of his hands, just like I do. Speaker 4 00:24:57 Oh okay okay. Yeah. That that resolution is new to me, so what what that's going on? Speaker 1 00:25:03 Yeah yeah and it could be Network Solutions, it could be Go Daddy you know, it could be a few different companies. Um Network Solutions is one that I just remember off the top of my head because I did it yesterday. But um if you guys ever get stuck either Emil or I can help you through that. Speaker 2 00:25:21 Mm- hmm let's see see. Alright. Okay. How long will this baby run? Speaker 1 00:25:26 Oh my gosh. It's gonna take a minute. So I'm gonna reply back to the email, George, for Brett. Yeah. And you're gonna reach out to Casey. And then you're gonna finish that up because I know you can do it. Okay? Speaker 2 00:25:38 I'll do it. I'll do it. And then just tell Casey he's all good, check his email, Check his access, but we will set up SSO right after the domain has been verified. Speaker 1 00:25:49 Correct Yep. Speaker 2 00:25:50 Okie dokies. After this, after this page though, what what's what happens next? Speaker 1 00:25:56 You can start the single sign-on verification in setup. Speaker 2 00:26:00 Uh- huh. And then what else happens next? That's it. You're done. I thought that's all. That's all? But that's not the whole project, right? Speaker 1 00:26:11 No, that's not the whole project, but you saw how fast this went. Okay. Yeah, That's that's the setting up part. We still got to do the training with all the staff, Huh? Speaker 2 00:26:21 Okay. Cool. Speaker 1 00:26:22 Okay. All right. Gracias. De nada. Thanks, guys Thank you, Speaker 2 00:26:26 Thank you Bye Thanks, guys See you around.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c09f0d08-b18d-4f5e-9526-265f20264e8f&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MzcyOTEyMyJ9.CgoKBHNuaWQSAjY0EgsI1sGl3_O4rz8QBRoONDQuMjAyLjE5My4xOTAqLHV1MFpYWGl5dkIxcDduRUh2TjJzL3FQSEVIS25TSi8rTk1vdHBxRjJXaW89MJoBOAFCEKImCAV5EAAA9hio9DlygMZKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.SLkBLoma1mPXleJg-gmPhGeLE2_DSjZqDrCE8pwzAY0&ApiVersion=2.0	Processed▾	—	✓	Client Work▾	—	878057 (parked Crimson #933702; re-book to PRJ 958058 pending Christi)	—	—	—	✓
06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI Licensing	> Date: 2026-06-01 11:59:10 > Location: [Insert Location] > Participants: [Sergio] [Crystal] [Christi] [Speaker 4] [Jennifer C] ## Meeting Notes ### Access to “Z all sharp” & Google Shared Documents - Crystal reported issues accessing "Z all sharp" despite being granted access by Christi on Friday afternoon. Christi confirmed access was granted and suggested trying again. - Christi noted she forgot that Google handles permissions differently but confirmed Apollo also has access and can send out invites, as it includes all Basma and Sharp employees. - Jennifer C reported difficulty navigating Google, specifically locating shared folders, documents, and sheets she created. She suggested Google Workspace/shared document training. - Christi confirmed a training plan is already in place. The training is needed to properly delete around 20–26 disabled employee accounts that still own shared documents used by others. ### MFA Rollout Status - Multi-Factor Authentication (MFA) has been fully rolled out to all Sharp employees. - Any Sharp user not compliant could not log in as of the previous week. - The rollout for Basma employees was intentionally delayed and is scheduled to go live on Friday, June 5, 2026. They will have one week from go-live to become compliant. - The primary issue encountered was users needing help with the final “turn 2FA on” button. Overall, the process was smoother than anticipated. ### IT Service & Ticket Metrics (May) - **Ticket Volume:** 586 tickets opened; 572 closed. This is up from 425 in March, largely due to badge access and MFA rollouts. - **Resolution Time:** 32% closed within 24 hours; 16% under 40 hours; 10% under one hour. Some project-based tickets assigned to Christi remain open longer. - **Ticket Sources:** Most tickets were opened via email. The new portal is also being used, which is positive. - **Technician Performance:** Gaston and Robert handle 67% of owned tickets. - **Ticket Priority:** 70% normal priority; six P1 emergencies (including an internet outage and burglar alarms). - **Closure Rate:** 97% for Sharp/Basma, higher than the 92% average across all clients. ### Survey Feedback and User Training - A new anonymous survey sent Friday, May 29, 2026, has five responses. - Four responses rated 5; one rated 2, citing a need for faster responses from IT/Help Desk with no other specifics. - Christi noted a recent Excel training had good Sharp attendance. - She plans more standard trainings for Sharp and Basma on Excel, Word, and Google Workspace once or twice a month. ### System & Expense Management - The company is moving data off Box, as the subscription renews in a couple of months and will not be renewed. Google Drive and Microsoft offer better HIPAA compliance. - The IT budget for FY2026 (ending June 30, 2026) is approximately $150,000 under budget. - Christi is working on the FY2027 budget and initially projects a ~$200,000 reduction compared to last year while accounting for growth and hardware refresh needs. ### Microsoft BI Licenses and Data Reporting - Jennifer C requested adding more Microsoft Power BI licenses for managers and key admin staff to access BI reports, with approval from Dr. Barber. - Christi will have her admin team pull non-profit pricing for the licenses. - Jennifer C will send a list of users needing licenses to the help desk and CC Christi. - Christi offered to help create more efficient data reporting, showing a web-based dashboard example built for another client (AbilityFirst) with real-time budget and asset data. - It was decided that Christi should join the weekly data team meetings to understand current processes and streamline reporting. ### Administrative Updates - Christi will be on vacation the week starting June 8, 2026. - Mike Suma will be the escalation point of contact during her absence. Christi will send an introduction email. ## Next Arrangements - [ ] Crystal will try to access "Z all sharp" again. - [ ] Christi will begin regular trainings (Google Workspace, Excel, Word) for all Sharp and Basma employees (monthly or bi-monthly cadence). - [ ] Jennifer C will send the list of people needing Power BI licenses to the help desk and CC Christi. - [ ] Christi’s team will provide final non-profit pricing for Power BI licenses to Jennifer C. - [ ] Christi will ask Pratt for the specific Power BI license needed. - [ ] Jennifer C will add Christi to invites for the weekly data team meetings. - [ ] Christi will schedule a meeting with Jennifer C and Pratt to discuss Power BI reports. - [ ] Christi will send an introduction email for Mike Suma, the account manager and point of contact during her vacation. - [ ] Assign an owner and timeline to begin the Box-to-Google/Microsoft migration before renewal (target start within the next 2–4 weeks). - [ ] Define and execute a plan to reassign ownership of documents from 20–26 disabled accounts to enable safe account deletion (inventory, mapping, and bulk transfer). - [ ] Follow up on the low survey score (2/5) to identify tools referenced and response-time expectations; consider reaching out for details and reviewing SLA adherence. ## 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 user provided survey feedback with a low score (2/5) due to "tool reliability" and a desire for "faster responses," but no specific details were given. It is unclear which tools were unreliable or what the context for the slow response was, making it difficult to address the root cause. > 2. The plan to migrate from Box to Google Drive/Microsoft was mentioned, but no specific timeline or responsible party was assigned for starting the migration process, even though the Box renewal is in a "couple of months." > 3. The company needs to delete about 20-26 disabled user accounts, but this is blocked by active shared documents owned by them. While a Google Suite training was proposed as a solution, a concrete plan to reassign ownership of these specific documents is still needed to unblock the account deletions.	Jun 1, 2026	Speaker 1 00:00:30 I'm not sure what you mean. Speaker 1 00:01:15 The film was shot in the city of Kassel. Speaker 2 00:02:51 Hi. Hi, Christyne. You okay over there? Getting stuck in elevators, Christy? I know it has. Speaker 3 00:02:57 Been one of those weird. I don't know how to explain it other than just a weird day. It's only Monday. I know, but it's been a good one after I got out of the elevator. Speaker 2 00:03:11 Well, I hope so. Yeah. Yeah, I tried to use that Z all sharp. I was even there with the guys. Like, did you guys get it? Nobody got it. So that's why I was saying it didn't work for me. But maybe I needed access, but you said you gave Crystal and I access Friday. Speaker 3 00:03:26 Friday afternoon late. Speaker 2 00:03:28 Okay, so let me try again today then. Okay, I'll try it again. Yeah, Speaker 3 00:03:33 Thank you ma'am. Yeah, I had already had you guys in as owners, but i forgot that Google does things a little differently. And so i'll try again, yeah. But Apollo, you have access to it as well. So you can send out and it does include all Basma and Sharp employees. So. Send me the email, Speaker 2 00:03:54 I can give it to you Apollo. Okay. Yeah. Speaker 2 00:03:58 That Way we don't have to type everyone in. Speaker 3 00:03:60 Yeah And bear with me, I am not usually this uh frazzled on a Monday, It's just been a weird one. So Aaron knows what happened, Paolo and Jennifer, I don't know if you guys know what happened, but I got stuck for almost two hours in the elevator at my apartment. Oh my gosh. Oh my god, I'm so sorry. It's okay. I was supposed to be going to get a live scan done for D C F S again. This would be my fourth one for twenty twenty six And, then uh they ended up rescheduling because they had issues on their end as well. So um and I just came upstairs because I was like, i i need to. Speaker 3 00:04:37 I need to sit and and just reset. So, I have gotten a little work done. The one thing that I am uh lacking on is getting you guys. The numbers, and I'm waiting for my report system to run, but we can go over uh everything else. Is Crystal going to join us? Let me go check that. Okay, give me one sec. No worries. Is everybody getting compliance Christy on uh, MFA, uh, everybody but Basma, uh, which Basma's is going live on Friday is fully compliant. Cause if they weren't compliant, they couldn't log in at all as of last week. Oh awesome. Yeah so everyone at Sharp is compliant. Um Basma will be compliant on Friday, cause I delayed it just given everything we saw. Speaker 4 00:05:33 No I'm gonna go in there right now. Speaker 1 00:05:35 Get some stuff for you to sign? Yeah. Speaker 4 00:05:42 I Think he's probably not. Speaker 1 00:05:52 Crystal, I like your lanyard. Speaker 4 00:05:55 Yes, I won it at aum, I won it at a paint night. My paint my painting my daughter. Speaker 2 00:06:04 She's about to hop on. Speaker 3 00:06:06 That's awesome. I was looking for my ring. I don't know where it went. I had it out the other day because I had to go do something with it, and actually back where it belongs, and I was going to show it to you, Crystal, and I don't have it. Oh my gosh! I'll find it. Um. Hi! Good morning! We were just talking about the MFA rollout. It's fully rolled out to everyone with the exception of Basma, and so if. If they weren't compliant, they couldn't log in at all now. So, I at this moment, the biggest issue we saw was just that one last little button that says " turn two FA on. " And. So that was probably our biggest thing that we had to help people through. And then Basmas going live on Friday, and they'll have a week from the time they go live to, they'll get alerts, letting them know. They need to finish that. So. Speaker 3 00:07:03 I intentionally delayed them a week or two weeks, just because I wanted to see how many Sharp people called in and had issues, and it wasn't as bad as we thought it would be. So, it ended up being really good. We also had quite a few Sharp people on the Excel training. I did a couple weeks ago with another client. So, I am going to start including people in on similar trainings, but I'll also start doing standard trainings just facilitated for Sharp. And Basma for all employees. And I'll run those maybe once or twice a month, and we'll do some Excel, Uh do some Word and some other tools that they use on a daily basis that might help them. Um, but we actually had more Sharp people in that course than we did the other clients, which was great. Um it showed that everybody really wanted to learn. So um have either of you or any of you guys gotten any feedback on that? On the training? Speaker 5 00:08:05 Okay. Um, all right. Let's have some suggestions that I need, so maybe it will help. No, Gofer it because right now, I'm having a heck of a time trying to navigate Google and looking at shared folders versus shared documents versus like all the sheet stuff I create and trying to find them. I'm like, I want to cry. And I would imagine that since we're trying to move use Google more often, like it might be good to do Google, Suite training or some kind of shared document training. Speaker 3 00:08:38 I will be honest, I already planned on doing that for you guys just because we're trying to de-sable twenty-something employees that we were trying to delete them fully from the system. But when we did delete them, uh, We found out they had a lot of shared documents that people were still using. Um and so we do definitely need to do that andum, That way we can actually fully delete those people's account. Uh, twenty-something. I think about twenty. Speaker 2 00:09:09 Twenty six maybe? Which is a lot less than what we started with, But I know Darla was asking at one point, and I told her we had those because once we move all the data in documents, so she was like oh okay. Speaker 3 00:09:19 Yeah, and we're going to start working on moving Box as well, Um moving off of Box because I think Box is set to be renewed in a couple months, and we were not going to renew it. Um there's no reason to have, Box, when we actually have better HIPAA compliance on uh Google Drive, and then when we move to Microsoft, we'll have even better HIPAA compliance there. So Box is just one of those unnecessary expenses that uh that we came through on. Um I have the main numbers, But is there anything you guys want to discuss real quick before we jump into those? I am going to share my screen. Speaker 2 00:09:58 No, I can't think of anything but. Speaker 3 00:10:01 Okay. Um, this the month of May. This the amount of tickets open for the month of May. So we had uh five hundred and eighty six tickets open, five hundred and seventy two closed, And then we have about fourteen that came over in help um and we currently got about nine eight open, just SCHARP uh in BAFMA employees. So um it's it's actually ticking up, which is good because in March when we fully had moved over, we were at four twenty five. And then April dropped, and then now May is is actually much higher. Um, And then most of that was badge access rollout and uh, the MFA rollout traffic. So just a quick heads up on that. Now um this is your resolution time. Most about ten percent is being closed in one hour, um sixteen percent under forty hours, and then thirty two percent under twenty four hours. However that being said. Speaker 3 00:10:60 The majority of the higher count is my tickets because my tickets will get open and stay open for four to five weeks, depending on what I'm working on because they're projects like the MFA rollout, different things like that. So, Um these are the numbers you really want to look at because those are indicative of your staff rather than the tickets I have open. So, because I do have to open tickets on all the work I do. So if I don't nobody knows what I'm doing and then you know, Then they start questioning everything I do. So, we don't want that. Um, Here's so I'm gonna explain the boards to you guys, and then I'll also send this over PDF as well. But the boards are, if I'm the best way for me to explain it. Help Desk is, I'm broken help, I can't get up. Okay? Uh Implementation, those are the ones where it's like um your new users, your disabling users. Speaker 3 00:11:56 Installing a software, things like that. That's your implementation. And then implementation security, that's where my security team is jumping in on installing new tools, checking for compliance, doing their normal everyday stuff that they do to keep you guys secure. This is where they are not reactive but proactive is the implementation board. And then security desk is hey. I got a uh I think I have a virus on my computer or I got. This phishing email, I need you guys to look at. So, And then, of course, V C I O is me and an administrative is um. Is my admin team when they're like ordering things or adding licenses stuff like that. And then procurement cells. This is where my team like if they have to jump in and order docking stations, things like that. So you guys can see the breakdown most of the tickets are being opened by email. Speaker 3 00:12:53 So, and then one hundred and sixty four is internal. Sixty two, this what what it says knock. It just it actually is our operations center. That's mostly our security team. So these are alerts coming in things like that. Portal is makes me super happy because portal is our the, the new portal that I rolled out last two weeks ago. So that's the website we built for you guys, um and then call as people actually calling in so A lot of people are really jumping in and utilizing the help desk as much as possible, which I appreciate. I love these numbers. These are actually very good numbers for the first six months. So, Gaston and Robert one hundred percent taking most of the tickets un-owned. Don't worry about those; those are alerts that are coming in, and I don't have an owner put against them. So un-owned just means, you know, we got an alert that we need to investigate. Uh. Speaker 3 00:13:53 The ticket has not taken ownership because there is no need for anyone to take ownership. And, then these are my other help desk people that have jumped in on tickets. And then Anton is my security manager, and Charlene is one of my she answers the phones for us. She's a level one technician; she does password resets and simple fixes, so like installing printers and things like that. So volume being up This is looks really good. People are starting to trust us. Um, we do have our closure rate, which is pretty high. Uh, normally we're sitting at ninety two percent across the board with all clients, but we're at ninety seven for you guys. And, then thirty two percent of the tickets are closed within hours, twenty four hours, um which is good. And then seventy percent of the tickets that were open were a normal priority. Only six true P one emergencies happened all month. That was there was an internet outage at one site. Speaker 3 00:14:50 Um, every time the burglar alarm goes off, that is a P1 for us. It hits the system as a P1 for us. Sometimes the team, if I let them know in time, they'll drop it to a P2 or a P3. Um and sometimes when they happen overnight it does get dropped. So just a heads up. And then Gaston and Robert, of course, handling 67 % uh of all owned tickets Ignore this last line that is actually for my system. Because this my viewpoint, I'm just showing you guys what I get to see. So this this my system telling me, hey, you need to get your automation system to move these. So uh just a heads up for you guys. And, then the other thing I wanted to let you guys know about is uh survey results, which we haven't gotten too many just yet. Had to restart my meeting, my computer right before this meeting. So bear with me. Speaker 3 00:15:48 Our updates happened on our computers this past week, and I had an update. I had to restart my system, so bear with me. So we have five responses that have come in. Um, one of them I did leave this totally anonymous. One of them gave us a two; everyone else has given us a five. Now, I just sent this out Friday, so it's pretty good. Although I have not offered a gift card yet for filling it out. I don't know how to to say that, um. To know how who does what, so did they say why they gave it to. They did not um. I'm I'm going to pull up the full individual results so bear with me. Okay so this one, um most of the time we resolve their issues. Speaker 3 00:16:47 Um, their tool reliability is a two. So that is I don't know how I don't know pretty much based on this um how to estimate which tools it is, But they did put faster responses from IT or the help desk is what they're looking for. So yeah, and then they did not give us, Any other information for us to figure out, um, what it is we can do better. Other than faster responses. So. Um, Everyone else has given us either a four or five across the board. So we are doing something right for you guys. Uh I just wish I knew because I left it anonymous I don't know who this is. Speaker 2 00:17:40 Intentional, I mean, that's okay. I feel like overall t here is been lots of improvement. You know, you are always going to have outlier or two. Yeah, Speaker 3 00:17:47 We are. And honestly at at this, I have not met a bad person yet at Sharp or someone upset. So yeah, um normally within the first couple months, i'll I will hear about issues because people will i try to be as approachable as possible. And people will. Come to me and ask questions or give me insight. I haven't had that yet at Sharp, So I am hoping the kitten pictures will help people get a little bit more confident and comfortable with coming and sharing with me stuff. So we'll wait to see. Although, I am now getting asked when is the next picture coming out? So I am seeing that come across, But evidently first, if they don't get a picture within a week, they they will come to my door and ask me where it is. Speaker 3 00:18:36 So. But yeah, um, that is mostly what I have for you guys today. I do not, um, I am still working on the budget. Uh right now at initial, uh, where I am getting handing everything over to Cost Shift soon. I probably have reduced the overall budget for twenty twenty seven to about um two hundred thousand below this past year. So. Um, I am still adding in the figures. Apollo, you gave me the other day for growth, And I am still looking at the refresh that's needed for some of the machines. We do need docking stations, so I am still looking through that. And then based on where we are currently with fiscal year twenty twenty six, and the fact that it ends at this at the end of this month, we are about a hundred fifty thousand under budget for the year. Which puts us right on target with where we thought we would be. So. Speaker 3 00:19:35 Just adds up for you guys on where that looks like. Nice. Thanks. How are you guys? Be somebody who had a better morning than me. Speaker 2 00:19:50 Well, it's been busy, but we're good. I am good. Speaker 4 00:19:53 It's been good. We had leadership academy today, and it was really it was really cool. Good. It was all about reframing everything and anything in leadership. So. We were reframing the morning. Speaker 3 00:20:09 Nice. I love that. Um, if I could make your days better in some way, shape or form, what could I do to make your life a little bit easier? Speaker 2 00:20:22 Mm. I don't have anything right this moment because I feel like when we do, we come find you immediately. So no, but thank you for helping. Speaker 4 00:20:31 Sorry Thank you for helping Cesar, No worries. Appreciate that. Speaker 3 00:20:38 That that makes my life if I can jump in and help with that, that makes everything better for everybody. So, Speaker 5 00:20:45 Lauren told you my pain point, Christy. So yes, I will get your pain point. It took me like twenty minutes to try to find the spreadsheet. I created like six months ago. Was like. Speaker 3 00:20:54 I cannot find it Ohum so a couple of things that I would like to do for you guys. We alreadyum. So this is in regards to Pratt. We did spin up the free version of Azure subscription for Pratt to work through how to move everything to the cloud from the SQL server, so we can drop that expense next year for the data centers. And so she's jumping in with that, but if there are any applications that I can make on the free side, They will be a little slow because they'll be on the Microsoft free tier right now because I don't want to do too much. And. Speaker 3 00:21:33 Create a big deal. So, If there's any type of applications, I can help where you guys can see reports right away, See all the data that you need to look at in a lesser timeframe than waiting for somebody to get you that information, would that be ideal for you? Speaker 5 00:21:50 Yeah, I was going to say thatum You know I've been working with Pat a lot on on and Heidi on developing reports and trying to make it available. So one of the things and I don't know. Speaker 5 00:22:02 Ah, you know who ultimately is responsible for it, but we have a um. The licenses for them for the Microsoft like in order to use the B I reports and have access to the B I reports. Doctor Barber did give me the okay to add more licenses so that we can have all the managers to have access to it, and then I think there may be some key admin staff. So, I don't really know who's you know. Speaker 5 00:22:32 Who's supposed to add the licenses, how that works, and you know what do you need? I can probably provide a list of names orum and just to verify what the cost is because I don't know what the cost is now. I don't. I think Pratt probably has the best sense of who, because she's has access to the thing so she could tell us currently who is licensed. You may already have that information, I don't know but. I'm. Speaker 3 00:22:57 Gonna ask the team because my admin team does that for me. I'm gonna ask them to pull the cost. Uh, Because nonprofit licenses is is significantly cheaper than what you guys see on um out there on the Microsoft page. And so I'm going to ask Pratt not to add those because we actually have special nonprofit licensing and the way we we put it into your account, we've got everything switched over. So uh for instance if I give you guys um E five licenses for. Speaker 3 00:23:30 For an enterprise company, they're fifty six dollars a person. Um, however nonprofit they're twenty three dollars a person. So, it's it's those kind of savings that we're able to get you for some licenses up to seventy five percent. Speaker 5 00:23:47 Okay, well that's always good. Saving is always good. So I I don't what? So how do you? So you'll get talk to your admin people to see right now, what the cost and the license are. And then yeah, should I follow up with you, or you want to follow up with me. So I can give you a list of the people. Or how do you what do you think the next steps would be. Speaker 3 00:24:09 Send the list to the help desk? Because the help desk will actually put it in play. Um I'll get the individual costs for you and get that sent over to you as soon as I get it from the admin team, all in allum on a good day. It usually takes about three hours to get it all done. Um, now if if we are giving them licenses, just a heads up, we're going to have to give them a frontline license to Microsoft. Um, And I, think one, second, that's a dollar, a dollar eight on top of um what they're paying for what they need for the BI license. So that's pretty inexpensive. Um, if. Speaker 3 00:24:52 You either need to run it with an F one license, or um, we need to give them a a slightly higher cost license, but it's not too much. It's like four or five dollars. So okay, per user and that's in that's in addition to the BI license. And then send me by email when you when you send the emails out, CC me on it, just so that I can make sure it's done quicker um and then. Also give me the exact license you want because there's a couple of different BI licenses. So, uh, is it Power BI Premium Yes, Speaker 5 00:25:28 Power I don't know. I think I don't know. I'm I think Pratt and Heidi probably know because they're the ones that have beenum you know, updating and putting data into those systems. Butum, I mean, I know it's Power BI but I don't know. Speaker 5 00:25:49 What level or version? Speaker 3 00:25:52 So, Prad and I have been using Teams to talk to each other. She's using her Microsoft account for Teams. Um, I'll get her to send that over to me today. Uh, if you guys have ever wanted to use Teams, you all have a link account for Teams by the way. Speaker 5 00:26:08 Okay. We've always used Zoom so. Speaker 3 00:26:12 Yeah, no worries. I mean for the actually chatting back and forth Oh, Speaker 5 00:26:16 Chatting through Teams Gotcha. Speaker 5 00:26:23 Good to know. But were you I know I I gave you my two cents about the licenses, But like what what kind of things were you kind of thinking about in terms of data or, you know. Speaker 3 00:26:38 I'll be honest. Sorry, I think I think big. So, I'm thinking about getting you guys a site that you can go to like a web page. That you can pull data in an instant for things that you need. So, if you guys don't mind, I've actually talked to AbilityFirst, and they know that I'm sharing this data with you guys. Um, I will show you. um. I was going to show you a website that I created with them. Speaker 3 00:27:18 It's kind of like an operating system. It's what we're going to call it. We're going to build it out over time, and it allows them to see reports in real time. So let me get that up and show it to you that way. Speaker 1 00:27:42 Couldn't remember what the site name was, how to go pull it up. Speaker 3 00:27:51 These are the kind of things that we can build for you. Um, So this so we have a because ability first wants to see budgets and see. This just an example. But the sky's, the limit on what we can do as long as we can access your data. So for for this site and bear with it, the system is slow because it's on the free version. Um, It'll pull up charts and allocation costs for each department so that finance can take it. Look at it and be able to allocate the correct cost per month to the right partners. And so, if if a manager says, well wait, I'm paying too much for IT costs. This is a site that they can go in as well and say okay, you know Jennifer has X Y and Z uh assets. Bear with it one second my the server is coming online it's a Monday. Speaker 3 00:28:45 Um, but it can say okay. Well, Jennifer has an iPad, a laptop, and a desktop that's allocated to her. And, she has all of these Microsoft licenses and a Zoom license and a Adobe Creative Cloud. And then the manager can say well, her job changed so she doesn't need this. And so it'll it'll come through. It pulls up the hardware costs, The license annual cost, all of the costs, so that they can go in and take a look. So if I go in and look at CIT Admin, we can see all of these systems are assigned to CIT Admin, which is our admin account that we we put things in if they're spares. And then we can see what the software licenses that attach to it. We only have an E three license, but some users have a Zoom license and some have an Adobe license. So we're able to pull that and we can. Speaker 3 00:29:37 The manager can see at a glance how much it's actually costing for that user. So these are kind of examples. Like if if we look at the reports that you already have built, Um we can take those reports that you guys are getting built daily for you and put it in a type of website format. It'll also allow you to export it uh to a PDF or Excel. This one exports to Excel, and then you can go in from there and make updates. Let's see. I uh finance view is right here, so they can see all the allocations by departments. Um and there are some equipment that's leased, so they can see the leasing cost as well. So we have Verizon and Lenovo because they lease Lenovo. Speaker 3 00:30:27 Uh Hopefully that makes sense. But we can do this, we can do this make this fit for anything. So we can look at the information from CareLogic, And make the reports based on that. And so it'd be like one sheet that you can look at almost daily to see where everything is at. Speaker 5 00:30:46 I would probably recommend Christy that at some point, um, you know, We have a weekly data team meeting or a couple of them because one we have meetings weekly around our CCBHC program because that one is our. It's uh. It's our government funded grant through SAMHSA, and they require a crap ton of data all the time. So we have developed those, And then we have weekly data meetings that are related to kind of services and stuff. Some of the things are in Care Logic. And then I meet with Pratt pretty frequently. We've been developing some billing reports and other things, and so it might be good for you to get a sense of. Speaker 5 00:31:36 What we already have in place, What we're already looking at to see how we can potentially bridge the gap or to streamline it, or you know, Cause CareLogic is um you know, they pull everything off of the their Snowflake database or whatever. It's like downloaded daily, and then they do all the things with it. And so uh, we're in this like discovery mode of all things like data related and how to. How to make us more efficient, But it would be good, probably for you to get in the loop of that. First to kind of see what we're doing and see how we can eventually get to something conceptually like this, where it's data is a little bit more accessible for people. Speaker 3 00:32:21 Yeah, absolutely. If you want to add me to those meetings, Um I will jump in and I'm free to help out in any way possible. Part of our contract to you is, You guys, tell me what makes your life easier. So, Paul came to me and said," I want to do DocuSign." So my job is to get that rolled out. If you come to me and say," I need some more efficiency on these kind of reports," I get to sit with you and do that. If Erin comes to me and says," I need an operating system for her role," that is my job. So whatever you guys need to make your lives more efficient, that is what I am here for. Besides making IT better for you overall. Speaker 5 00:32:59 Well, that's always encouraging. And that is helpful. There, there are so many things. So, at least in my perspective, I think about data all the time. So, But I know that little things, you know more simple things would you know be helpful. I think for people butum. But I would say start there. So I can put you on some of the invites to some of those meetings. Okay. Speaker 3 00:33:29 Uh, just a heads up, Power BI Pro looks like it's gonna be roughly around. I am guessing because they gave me, they've given me two prices here. But I am guessing, it's gonna be around five dollars and fifty cents per user. That's the nonprofit pricing. So I am getting them, I am asking them to nail in the actual cost for me. So I am waiting on that to come back. Um, But it is about fifty cents cheaper, if cause that's the monthly price. It's about fifty per. Fifty cents cheaper if you, uh, do a year license rather than a monthly license. So it'd be roughly around five dollars. Okay. And if you do a year license, if someone leaves, then we can always assign that license to another person. So it's not locked into one single person. And if you want to go premium, uh, premium is about twelve dollars per person. Ten dollars uh if you do the annual. Speaker 5 00:34:33 Awesome. Yeah, I have no idea what we're spending now, so it'll be good to know that. Speaker 3 00:34:37 Yeah, Pratt's doing a trial and she's got about twenty six days left on the pro version. Hmm. So I'm gonna I can upgrade her to a non- trial if you'd likeum. I need to see what all you guys are going to do with it to tell you which one would be better pro or premium, but I know she's using pro right now. Speaker 5 00:34:59 Okay, I mean, I can probably show you, but I mean it can be offline or it can be another time. Butum. Speaker 3 00:35:11 Why don't I send you a meeting invite later? I'll send you a couple of different options, and we can sit down and maybe sit down with Pratt. And go over it all. Okay. Make your life a little easier in that direction. Speaker 3 00:35:25 Okay. Awesome, and then my very last thing, Is I am going on vacation next week. It's the child's graduation, and also I am just I haven't taken a vacation in a while, so I am going to be out. Mike is Suma, and I am going to send you guys. I know you everybody met him at one point except for you Jennifer. I think you were out that day or maybe not. i tell remember, i've slept a few times okay, So I will send out an introduction email to Mike. He is the account manager, so if you guys need to reach out to someone to escalate things, like what you'd normally reach out to me for, He will be in the loop so he can help out as much as necessary. I am usually reachable when I am on vacation. I am not planning on going anywhere without cell signal right now, like I did on Thursday but. Speaker 3 00:36:18 If you guys absolutely need me, you know you can call me. I think Apollo and Doctor Barbara both called me on one of my vacation days last year, so that's not an issue at all. So we. Speaker 2 00:36:29 Try really hard not to call you unless it's absolute emergency. We believe in work life balance. Speaker 3 00:36:35 Thank you. Honestly, I'm just going to get caught up on sleep and a few books that I have that I have not read yet. Awesome One day. Speaker 2 00:36:46 With sleep. Speaker 3 00:36:47 Yes, I tried that this weekend, but the air conditioning was out. So it was a little hot. It's been a year. Speaker 2 00:36:53 How can I get that fixed before summer? Speaker 3 00:36:56 I put in a request to maintenance, um and the request went in on Saturday, so they should be here today or tomorrow to fix it. So it'd be good. It's all good. I actually got work done today, which is good. Uh Jennifer, they came back to me on the pricing. Uh if you go with the monthly option is five dollars and four cents. Um, if you go by, if you go to the annual cost paid monthly, it's four dollars and fifty cents. Speaker 5 00:37:26 Okay. I mean I'm looking at my uh looks like I have a Microsoft Microsoft three sixty five Copilot basic. That is my uh account or is my plan. Speaker 3 00:37:41 Give me one second. Speaker 5 00:37:42 I don't know what that means but. Speaker 3 00:37:44 Let me take a look. As well, because I need to know if it's an E three or a business account, which is a little different. E is enterprise. Speaker 1 00:38:18 You are. Speaker 3 00:38:20 You have Power BI Pro, by the way. You're on E 3. I do, okay. Yes, E 3 with Power BI Pro. Okay. And then it may be. Speaker 5 00:38:35 Okay, Well, I guess we can figure it out if you and I meet with Pratt, she can probably give some context, too, and we'll figure it out, Speaker 3 00:38:43 No worries. Um. And I am going to steal Lorenzo had Power BI Pro full license. I am going to steal that from him. Speaker 1 00:38:59 So, and we can build everything else free. Speaker 3 00:39:07 Okay, guys, sorry. I usually a little bit more prepared today has just been a roller coaster of a morning. So. Um, my normal report. I am trying to get you guys. And I did show you the numbers, so yes, thank you guys for being amazing. Uh, I will be bringing more chocolates soon. Mm- hmm. I have to order more now Did you share any Erin? Okay, Speaker 2 00:39:34 Never mind She clearly did not what share? I thought I had to try them all twice. So there was nothing to share. Jennifer would have Apollo. He doesn't take my chocolate, so in my defense, the people on this call wouldn't. Apollo told us I am trying to help Apollo. That's why. That's all got it got it. Speaker 3 00:39:56 I I uh I looked at it. I was like, I think I might keep this box. And then I was like no Aaron really needs this box. Speaker 2 00:40:03 Appreciate it's actually very good. I was telling all my friends about it. Speaker 3 00:40:06 Yes, So, i have toured that i used to work for mars long long time ago as an i t person. Way before I became in management, and I've toured the facility. I've toured the M and M facility. I've toured the Twix facility. My favorite is their coffee facility and their Twix facility because fresh coffee, while you are in the parking lot, the smell it's just like t here is nothing like it. And then Twix, yeah, and then Twix smells like chocolate chip cookies that are fresh baked, and they're really amazing coming off the conveyor belt. So yeah. Speaker 3 00:40:42 All right, I am going to leave you guys alone. Give you about twenty minutes fifteen. You guys are amazing. Thank you, and I will see you on Wednesday. We will see what we do. Bye-bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=2699f6d2-84d8-4bac-b6d4-a4637336d222&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MDM0NjY1NiJ9.CgoKBHNuaWQSAjY0EgsIsMXYpYaIoD8QBRoMMy4yMzguMjAwLjM0KixpdFRKYkNrZ1B0bStvUE44TGExeVhxb2twY3FkdXFyeUNRcjUrMVR2K0lrPTCaATgBQhCiGW4_zUAAEMV5QSe9bAWsShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.Qs65PiI5Cfx7hNaXlFdf7K86u15KPmhWKqkty6kZcwk&ApiVersion=2.0	—▾	Christi to send introduction email for Mike Suma as escalation POC during her vacation week of June 8Christi to ask Pratt for the specific Power BI license type neededJennifer C to send list of users needing Power BI licenses to help desk and CC Christi+9	✓	—▾	—	—	—	—	—	✓
05-27 Weekly Meeting: ITG-to-Hudu Migration, LastPass Compliance, Operations and Project Updates	## Meeting Information > Date: 2026-05-27 09:56:13 > Location: [Insert Location] > Participants: [Christi] [Speaker 2] [Sergio] [Speaker 4] [Speaker 5] [Speaker 6] [Anzor] [Pete] [Anton] [Mike] [Vince] [Speaker 12] [Speaker 13] [Speaker 14] [Speaker 15] ## Meeting Notes - Topic Title: Opening, Scheduling, and Core Values - The meeting started at 10:00 AM on May 27, 2026 (Week 22). - After-hours support: Primary is Gabby; backup is Kevin. - Core value highlighted: Do the right thing. - Quote of the day: “You don’t have to see the whole staircase. Just take the first step.” — Martin Luther King Jr. - Topic Title: ITG to Hudu Migration Status and Data Security - Help Desk update: Access to ITG will end on Monday; data should be moved to Hudu. If something is missing from Hudu, inform Olivia ASAP. - Concern raised about ensuring all useful ITG data (e.g., global admin passwords) is fully migrated to Hudu. - Plan to export ITG data for archival; strong cautions regarding securing the export, especially credentials. - Security to assist Help Desk with password migrations; Bogdan finished global admin accounts; remaining passwords continue to be moved. - Conclusion: Migration continues with security oversight; an export will be guarded and eventually deleted. - Topic Title: LastPass Compliance and Enforcement - Reminder to verify and remediate LastPass alerts for breached passwords and other issues. - Leadership emphasized enforcement: users with outstanding issues must fix them by the end of the week; another sweep will occur on Monday. - Possible follow-up conversations for unresolved security issues. - Conclusion: Mandatory remediation by end of the week; ongoing monitoring will continue. - Topic Title: Operations Updates (Projects, Staffing, Communication) - Maverick project hit a key milestone over the holiday; appreciation for team working Monday. - Announcement: Julia will leave at the end of June; recognition of her contributions to project management and onboarding. - Tickets improved significantly; continue staying on phones and on top of tickets due to current staffing constraints. - ARC customer feedback: Improve proactive communication and status updates on tickets; increase visibility and touchpoints. - Conclusion: Maintain communication discipline with customers; continue ticket focus while shorthanded. - Topic Title: Account Management Highlights - Anderson: Assisting with wireless management and monitoring across public Wi‑Fi; about 150 additional Meraki devices. - ARC: Needs electronic communication archiving/surveillance (e.g., Smarsh, Global Relay); request for team feedback on prior deployments. - IronGate: Evaluating SSO for NetSuite. - Licensing check: Project Angel Food requested 14 Power BI licenses, but E5 may already include Power BI Pro; reminder to validate entitlements to avoid duplicate billing. - Reinforcement: Train team on Microsoft licensing to prevent billing for included services. - Conclusion: Proceed with Anderson wireless scope; gather input on archiving tools; verify licensing before quoting. - Topic Title: Finance Reminders - Month-end preparation underway; timesheets and expenses should be completed and submitted by Friday, May 27, 2026 (since May 31 falls on Sunday). - Conclusion: Submit timesheets/expenses by May 27, 2026. - Topic Title: Admin and Billing Coordination - Monthly billing in progress; coordinate with Admin on any work that impacts billing. - Conclusion: Notify Admin for billing-impacting activities. - Topic Title: New Business Development and Rate Sheet - Progress on current engagements; potential positive updates by end of next month. - Updated rate sheet issued; use the new rate sheet for quotes this year, regardless of prior agreements. - Les Quality: 365 migration quote likely to be approved within a week; follow-up planned for potential MRR after project completion. - Conclusion: Apply new rate sheet; pursue MRR opportunities post-project. - Topic Title: Project and Change Management Callouts - AbilityFirst: Expect outages for Camp Pabika all week; Christi will be onsite. - Anderson: Firewall installation and configuration possibly next week. - Colliers EYP phone system: QoS applied on firewall and core switch; monitoring remains for another month; continue assisting client. - CBRE: Two properties sold (5th and 7th; Wells Fargo North Tower); no tickets should be opened under these sites going forward. - XCRF migration: Night of May 31 to June 1; critical upgrade to new OS; ensure communication, rollback plan, and vendor support due to SSL cert sensitivity. - Conclusion: Monitor systems, honor ticket routing changes, and execute XCRF migration with robust safeguards. - Topic Title: Training: Building and Using “Agents” for Productivity - Christi introduced creating and using local “agents” (automation helpers) with Hugo and others; files to be shared. - Overview of using PowerShell (preferably v7), directory setup, and tools (Claude Code, Codex/ChatGPT) to run agents. - Demonstrated a “briefing” skill pulling Outlook emails, calendar, open tickets/projects, and Airtable/Excel tasks; scheduled to run daily at 5:30 AM. - Plan to deliver 5-minute weekly segments and set up training, including client training; invites open via Teams. - Conclusion: Ongoing agent training series will proceed over coming weeks; files and guidance to be distributed. - Topic Title: Culture and Recognition (Duck Race and Core Values) - Brief duck race segment; music noted for appropriateness. - Core value highlighted: Always friendly; shout-out to Sean for dependable help. - Conclusion: Continue practicing friendly, supportive culture. - Topic Title: Personal Notes - Christi shared personal update: preparing daughter’s move to UC Merced on August 19. - Group acknowledged Julia with thanks. - Conclusion: Informal acknowledgments shared. ## Next Arrangements - [ ] Complete migration of remaining ITG entries to Hudu by Friday, May 29, 2026; report any missing items to Olivia - [ ] Perform secure ITG export; encrypt, restrict access, store safely, and schedule deletion after three months - [ ] Enforce LastPass remediation for breached/alerted passwords; conduct a compliance sweep on Monday, June 1, 2026 with follow-ups as needed - [ ] Maintain proactive communication with ARC and all customers on ticket status; increase visibility and touchpoints - [ ] Submit timesheets and expenses by Friday, May 27, 2026 (month-end advanced due to May 31 falling on Sunday) - [ ] Use the updated rate sheet for all new quotes immediately, regardless of prior agreements - [ ] AbilityFirst: Expect and ignore planned Camp Pabika outages; Christi onsite on May 28, 2026 - [ ] Anderson: Confirm week of June 1, 2026 for firewall install/config; notify customer and define rollback plan - [ ] Colliers EYP: Monitor QoS impact for one month; continue assisting client and provide updates - [ ] CBRE: Stop submitting tickets to 5th and 7th and Wells Fargo North Tower sites; honor routing changes - [ ] XCRF migration: Execute during night of May 31–June 1, 2026 with communication plan, rollback, vendor support, and SSL cert handling - [ ] Share agent files (Hugo, April, Segred); schedule 5-minute weekly training segments and client training invites via Teams - [ ] Gather team input on Smarsh/Global Relay for ARC’s SEC archiving; share prior deployment experiences - [ ] Verify licensing entitlements (e.g., E5 includes Power BI Pro) before quoting to avoid duplicate billing - [ ] Follow up with Les Quality post-365 migration for potential MRR 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. Formal assignment of a single responsible owner for verifying complete ITG-to-Hudu data migration and sign-off per client (e.g., Barker Pacific). > 2. Documented procedure for securely storing and later deleting the ITG export, including encryption, access controls, retention period, and audit trail. > 3. Specific communication plan for ARC to ensure ticket status visibility (cadence, channels, responsible roles). > 4. Confirmation of the exact week and change window for Anderson’s firewall deployment, with customer notification and rollback plan. > 5. Detailed runbook for the XCRF OS migration covering SSL certificate handling, vendor escalation contacts, and contingency timelines.	May 27, 2026	Speaker 1 00:00:07 Good morning. Good morning. Good morning. Speaker 2 00:00:12 Good morning, I'm fine. Speaker 3 00:00:38 Good morning. Speaker 4 00:00:40 Good morning. Guten Tag, dog. How was everybody's long weekend? Speaker 1 00:00:56 Not long enough, but only because. Speaker 3 00:00:59 The truth. Speaker 1 00:01:00 Only because the kid is getting ready to graduate. So we have had a lot of. Speaker 4 00:01:09 That's very exciting. Yeah, graduating high school is uh is a big time. Yes, has uh has started doing college prep and everything. Speaker 1 00:01:22 Yeah, she's going to U C Merced, and we oh. Speaker 4 00:01:26 Very exciting. Speaker 1 00:01:27 Yeah we leave August nineteenth to move her in. Speaker 4 00:01:33 Very exciting but also very sad at the same time. Speaker 3 00:01:42 Yeah. Probably forgot. Say that again. I. Speaker 4 00:01:52 Think that was just background noise from somebody. Speaker 3 00:01:57 What is, I don't know the primary number. Speaker 3 00:02:08 Verbal security is. Speaker 3 00:02:45 Hey Robert. Speaker 1 00:02:54 Yes. What is the phone number for IT? Speaker 5 00:02:59 The main number? Speaker 1 00:03:00 Yes, the main number. Speaker 5 00:03:02 Uh, Two one, three, three, three, five, five, four, one, seven. Speaker 1 00:03:07 That is not allowing me to do. You know the primary phone for ADT for this building? Speaker 5 00:03:16 Uh, it should be the main phone number, which is uh three one zero six three one eight zero zero four. Speaker 1 00:03:27 Okay, let me try that. This location is currently not in service or is more than seven days out from installation and cannot be managed. Well at least that phone number worked. Speaker 1 00:03:44 AD is killing me. Speaker 4 00:03:48 All right, everyone, that's ten AM. Good morning. Today is May twenty seventh, twenty twenty six, week number twenty two. The after hours support is Gabby being the primary with the backup being Kevin. Core value I'd like to highlight today is do the right thing. It's It's always very. It's not very difficult, But it's the most important thing to do the right thing to maintain a proper relationship and proper, you know, reputation for yourself as being an honorable person. Um, Quote of day I would like to bring to everybody's attention is " Y ou don't have to see the whole staircase. Just take the first step." That's by Martin Luther King Junior. Um next we'll move to team updates. We're going to start with Help Desk with Olivia if she is here. Speaker 6 00:04:37 Good morning, guys. Happy Wednesday. Uh from the help desk side of things, I'm just a heads up as of Monday, uh we will you will not have access to ITG anymore. Um, so if you need something in ITG next week that is not in Hudu, please let me know. Asap. Um everything should be moved over to Hudu by Monday. So yeah, that's all from me. Thanks Ryan. Speaker 7 00:05:03 Thanks Olivia and we'll move to cybersecurity with Anton, Uh, before we go on, I had a question. Who is responsible for validating that the data from ITG has been successfully transferred to Hoodoo? For example, not long ago I was looking for a global admin password for Barker Pacific. I went into Hoodoo and it was not there, even though Hoodoo had like 30 new entries for Barker Pacific. But it was in ITG. So. Speaker 7 00:05:35 Is there a person who's responsible? Speaker 6 00:05:39 Yeah, so for Barker specifically, we're in the proum we were in the progress process of it. Uh, but we have security moving over the global admins uh and then help desk is moving over the rest of the admins. So it should be completed all by this Friday. But we're. Speaker 7 00:05:57 Still moving things over actively. You you you have someone who is responsible for ensuring that anything useful, In ITG has been moved to Hudu, right? So when you shut down the Hudu, if the data is missing, there is someone who can say I missed the ball here, right? I didn't do my job. Okay. Okay. Right. Speaker 8 00:06:20 We're also going to do an export of it, right? So, we have we have some type of an archival that we can go back to, right? Speaker 7 00:06:29 But I think export doesn't save the passwords, right? Speaker 6 00:06:36 Yes. Um, I'm not sure. Ask for is not OTP. So so so and. Speaker 7 00:06:43 Right, definitely not OTP. But uh okay, if we do the export, Whoever does the export must treat this export with like like guarding their life, right? I Pete, I think you, you probably want to just personally manage and make sure that we have it in one place. No one can get to it, but let's say you. And three months later, it's deleted and completely wiped. Right, right. Speaker 8 00:07:11 Yeah, We brought that up. We brought that up a couple days ago, too, because that's sort of the keys to the kingdom, and that can't fall into the wrong hands for sure. Speaker 7 00:07:20 Right, and it's going to sit unencrypted. It's going to sit in, you know, you don't have to do MFA to get like all of the. Protections we have, we need to make sure that data is super securely protected. Thank. Speaker 4 00:07:40 You, Enzo. We'll move to cybersecurity with Anton. Speaker 9 00:07:44 Related to ITG migration to Hudo, Bogdan yesterday finished up with the all global admin accounts. Um, anyone from help desk team, if you are encountering any issues with the moving other passwords, please reach out to security. We're gonna be glad to help you. This is first part. Second part, I'm asking everyone to take a look into your LastPass account and verify if you have any notifications about breached passwords or any other alerts. Speaker 9 00:08:23 In the last one, just reminder, we're currently enrolling Defense six for all our clients. If, you see new like issues with the accessing any websites that were successfully accessed before, just let us know to create and allow rules in the Defense six. That's it from me. Thank you. Speaker 7 00:08:49 So Anton, in my mind, When you say go in the last pass and validate you have no issue, that's great, right? But in reality, we know users that are problematic users, and we know exactly where they're problematic. Right? Monty has admin access to LastPass. I think you have admin access. You guys need to sit down and email each user and say, these are the things that are in violation. Fix them by end of this week, right? So it's not just" hey, go take a look," but we know you have a problem, fix it. We did that already. We already did it. Oh, you already did that? Speaker 9 00:09:25 It's just reminder. Speaker 7 00:09:27 I see, I see. Okay, Great. Speaker 9 00:09:28 Great And just to be clear: LastPass. Is there monitoring in life? So probably there are going to be new notifications. Speaker 7 00:09:40 That that that's fine. But uh. You know, that number should drop, right? That this number did not drop the one that I've sent you. Right? Hasn't really changed since we last talked. So that's why I would say folks, it's mandatory that you fix the problems identified in the last pass. Right? Uh on Monday. We're going to do another sweep. And if you're still on the list, right uh, I'll probably want to have a personal conversation and understand why you have not fixed the security issue that was uh brought up to you by security team. Right? So just. Speaker 7 00:10:12 Treat this seriously because that's a big deal. Yeah, Speaker 9 00:10:19 That's it from me. Thank you. Speaker 7 00:10:21 I think I am still in CEO mode, Pete. I should stop talking. Speaker 8 00:10:26 No worries, hey, you are the owner; Speaker 7 00:10:28 It's all good. I should be in my lane, but no, Speaker 4 00:10:32 No And now we'll move to operations with Pete. Speaker 8 00:10:37 All right, a few items. So, first of all, we had a big project. We have a big project that's still underway, but a big milestone this past weekend for Maverick. So I wanted to just call out really, really great job by the team this past weekend. A lot of people had to work over the weekend, especially on Monday, which was a holiday, but great job by the team on that. Sorry I'm a little hoarse today so my voice is a little raspy. Speaker 8 00:11:07 Uh, secondly, and and this is a kind of a big thing, but Julia has been with us for a very long time. Um, she has decided to move on from Crimson. Her last day with us will be the end of June. Um, Julia has been a huge contributor to us. She's been with the organization for um well since before I since before I was here, but I think it's been close to two years and, Uh, I just wanted to personally thank Julia for everything she's done. She's helped onboard a lot of customers. She's helped bring our project management team up to a level that I don't think we really had project management here before Julia joined. So, um, Personally, thank you very much Julia for everything that you've done for us. And uh and you know, we really appreciate what you've done. And um and you know we we brought uh we brought Paula on board and and. Speaker 8 00:12:02 And uh, Seg has moved into a project management role recently. So, um, we thank you for helping, you know, With the transition and uh and thank you for for everything that you've done for us. And and You know we welcome we welcome you. And And uh For, the next for the next I guess The next month, you'll still be with us, but I just wanted to let everybody know, so they had time to to tell you. Thank you. And um With the rest of us Um Couple other things, Um tickets, were talking about how many tickets and how shorthanded were last week. Uh a lot of people stepped up. Special, thank you to Charles for a lot of help that he provided over the last week. Um our ticket counts are down significantly. A lot of people came to the table. Um thank you all for for your help with that. We still are a little bit shorthanded this week. Speaker 8 00:12:54 So let's make sure we're staying on the phones. Let's make sure we're staying on top of tickets until we get back up to full staff. But thanks for everything that was done last week, and finally, We did have a challenge that came up last week from a customer that's fairly new to us. They started early this year. Arc is a newer customer for us, and one of the things that we've been sort of Preaching to the team over and over is the importance of communication. Communicate, communicate, communicate. A big part of what we do is not necessarily how quickly we get tickets done, But the communication as to the status of tickets and what you know where they are in the process. So. Speaker 8 00:13:37 A big part of what ARC was saying is, we put a ticket in, we put a request in, and then we don't hear anything. We don't know what's happening. We don't know where they are in the process. We don't know if it's being worked on, if it's fixed or not. Please please please tell your customer where you are in the process. Give them status updates. Reach out to them. I think another thing that we're going to try to do more often is reach out to our customers, touch them say hi. We're going to try to be more physically visible to our customers but, Make sure you're telling your customers the status of their tickets. That means a lot. So, um, That's what I have for today. And uh, I'll turn it back over to you, Ryan. You're on mute. Speaker 4 00:14:24 Thank you, Pete. Uh next we'll move to account management with Mike. Speaker 10 00:14:28 Um Vinceum I'll let Vince go first, if he's got a couple updates. Speaker 11 00:14:33 Yeah good morning team. So a couple updates. Uh, regarding Anderson, So they've approached us to assist with wireless management and monitoring of their entire wireless system. That's all the public Wi Fi spaces. So looking forward to that. It's about one hundred and fifty additional Meraki devices that we're going to be assisting them with. I am just giving you the heads up that that's in process right now. Uh, another big update I wanted to share and get some feedback with Is if you recall, Ark is in the middle of filing for their S E C registration. And part of that is making sure that they've got this electronic communication archiving and surveillance tool. I've kind of reached out and talked to the team. I think we've got some exposure to Smarsh and Global Relay, but if any of you guys can provide feedback to get some, um, You know uh information on how we've deployed it in the past or if you guys have worked with it with some other companies, we'd really love the feedback and support there. Speaker 11 00:15:29 U m and then lastly, just a quick one. Uh IronGate is kind of evaluating SSO setup for their NetSuite implementation right now. So just giving you guys a heads up on that, too. So thanks, Speaker 10 00:15:43 Cool makes sense. Um the only update I have from my side is justum I came across something I'm not sure if it was brought up in the in the help deskhuddle, but I just figured I'd share it during the meeting. Um there was a request from Project Angel Food to order. It's like 14 Power BI licenses, but they actually had the entire almost the entire company actually has E5 licensing. And so just reminded the team if we get requests like this, Just to double check because come to find out the E5 licensing actually comes with Power BI Pro. As part of the bundle package. So we may have quoted them licensing and they would have purchased it. And where that comes up is. Speaker 10 00:16:25 You know, Project Angel Food is is a good customer, but anytime a customer's not happy, They may take our invoices, and they may submit them to another competitor to get competitive bid. And those are some of the red flags we want to try to avoid. So just a reminder. That's it from the account management team. Thank you. Speaker 8 00:16:43 Yeah, and then Mike, you know, to tag on to that Microsoft licensing is not easy right? Not everybody knows everything about Microsoft licensing but things like E 5 s include, Different pieces of of the tool set and things like Power BI come with a with an E five license. If you don't know that, um, It's something we should we should make sure that people are trained on right because we don't want to bill a customer additional money for something that is already included. And then that's what Mike's kind of getting at is, We would hate to bill them for that. And then another competitor says hey, you're being billed for something you're already paying for and they're double dipping. So. Speaker 8 00:17:22 Um, we won't do that to you, and then the customer goes somewhere else. So, that's the kind of thing we don't. We definitely don't want to do so. Speaker 4 00:17:33 Awesome Thank you so much. Next we'll move on to finance with Elise. Speaker 12 00:17:39 Hi, good morning, everyone happy Wednesday for uh for the finance. First started preparing for the month and I wanna take this chance to give a friendly quick reminder for your timesheets and expenses. The vision since May thirty one falls on Sunday. We really appreciate if, uh, All sub all timesheets and expenses will be wrap up completed and submitted on by Friday, uh May twenty seven. So it'll be very helpful, uh in getting all the inputs and data we need for month end recording. Thank you so much. Speaker 4 00:18:16 Thank you so much. Next we'll move to admin with April. Speaker 13 00:18:21 Hi, good morning, everybody. So on the admin side, we're in the middle of our monthly billing. So as a constant reminder, that if you're working on anything that you think will affect billing, please always coordinate with the admin team. That's all. Thank you. Speaker 4 00:18:35 Thank you. April next one move to new business development with onsor. Speaker 7 00:18:40 So on new business development, uh I don't have any uh awesome news. Butum. We are making a really good progress with a couple of current engagements that we're working on, and I am hopeful that hopefully by the end of next month, I'm gonna be able to share something very positive. That's all I've got for now. I did wanted to bring up uh to everyone's attention, we have an updated rate sheet, right? So um if you guys quoting anything. Speaker 7 00:19:16 Uh, just make sure you use the current updated rate sheet. If you are not uh sure what it is, I'm gonna put it in the chat right now, so everyoneum can have a copy of it. Butum or you can just email and ask me or any of the account managers. They have this information as well. Thank you. Speaker 11 00:19:37 Awesome, thank you. Real quick on that one, I was going to ask if we've got a new rate sheet, but their agreement is on different rate. Which one should we use? Speaker 7 00:19:48 New rate sheet. Speaker 11 00:19:49 New rate sheet, regardless. Speaker 7 00:19:51 Regardless. Yep, this is our new rate sheet for this year. Speaker 10 00:19:58 Got it, thanks. Actually, I have one quick update that falls under NVD. Wanda, you might want to follow up on that, But I talked to Les Quality this morning, just some final touches on the quote, and they're probably going to approve it in the next week. So I'm not sure if we want to follow up with Orlando afterwards after that, quote gets approved. And we finish the project. It's a 365 migration. Speaker 7 00:20:19 Uh, that that's uh, that's withum Less quality. Less quality. Yeah yeah the uh I'm trying to think the guy's names Orlando? Orlando yeah yeah okay but that that that's a project, That's not MRR. Speaker 10 00:20:35 Oh there is nothing behind it? Speaker 7 00:20:38 Oh okay okay, Yeah, once we complete it for sure, Let me know and then I will follow up and see if we can do something with our lender. Okay. Cool. Yep. Thank you. Speaker 4 00:20:48 Thank you. Does, anybody else have any project or change management call outs, they'd like to bring to everybody's attention? Go ahead and raise your hand. Speaker 1 00:20:55 Just a quick heads up, Ability First, You guys are going to see outages all week long for Camp. Pabika You can ignore those I'll be up there tomorrow. Speaker 4 00:21:05 Okay, thank you so much. Christy Let's go ahead and go to Sega. Speaker 2 00:21:10 Guys, good morning. So maybe next week we'll be installing and configuring installing oneum if a firewall for Anderson. That's it for me. Thank you. Speaker 4 00:21:21 Very exciting, thank you, Sekret Gabby. Speaker 14 00:21:25 Uh. So an update on Collier's EYP the phone system. Soum we just implementedum QoS policies on the firewall and on the core switch. Uh, where the device is connected to, and we're monitoring the traffic. So far it's been stable, but um we're gonna give it another month just in case. Um We'll be following up with the client to see how the performance is going. Um In the meantime I appreciate um all your help with uh answering the calls from EYP and assisting the client. Um Another news is that um. Speaker 14 00:22:03 U h CBRE recently sold two two of their properties, uh 5 t h and 7 th. And uh Wells Fargo North Tower. So moving forward, uh no tickets should be under any of those two sites for CBRE. Uh, that is all I have. Thank you very much. Speaker 4 00:22:21 Thank you, Gabby Anton. Speaker 9 00:22:27 This is related to Hannah during the night from. Sunday to Monday, May 31 st to June 1 st, John going to be busy with migrating XCRF to the new operating system. Just in case you're going to see any alerts. That's it? Speaker 7 00:22:51 So yeah, so that's a big super critical project, right? Like super critical. If that thing doesn't go super smooth, right, or the hell will break loose. So I would say make sure we properly communicate and set expectations. Make sure you have plenty of time to recover, if something goes wrong, and you have a rollback plan. Make sure you have XDRF support on the line there as the SSL certs, right, are so particular. Speaker 7 00:23:26 Uh, you do anything and that upgrade breaks. It's going to be a nightmare to fix it, right? So just John, just be aware. I know they love you and I know you've made a world of difference there, right? So you have a lot ofum goodwill on your side. But, it will evaporate if they're down for more than what we've told them, they would be down for. So just be aware. Sweet thank you. Speaker 4 00:23:53 Awesome thank you, Next, I'll move to training updates with Christie. Speaker 1 00:23:57 Good morning, guys. Um, I thought long and hard about what I was going to do today. And Anzor brought up a good idea to me last week. He didn't know he brought it up, So we're going to give him kudos for this and let him, you know, we'll stroke his ego for a moment. Um, I want to give you guys some information on how to do agents. There's at least five of you that reached out this week and said, Hey, Can you help me build another April? Or can you help me build another Ansible? I actually got that question. So I'm going to show you guys how to do it. Um, and I'm going to show you guys using Hugo. I'm going to send over this file for Hugo, so you guys can have it. Speaker 10 00:24:34 These accounts were created on the people's personal email addresses. This is a little bit of a tricky thing because I don't keep those Sorry about that Kristen No worries. Speaker 1 00:24:47 I was like, Speaker 7 00:24:50 Chris, I wanted to know who wanted to have a copy of me. I didn't know we have masochists in this company. It's like, is it not enough? Speaker 1 00:24:58 I was told I could not tell who that person was, but I will tell you guys where you can store your minions. I call them minions. Everybody else calls them agents. But I'm going to give you the link to mine. You replace yours my name with yours, In the system, but if you go into that folder and you go to agents, you'll have you will have place here for agents. I am going to send everybody Hugo. Hugo is the pseudo enzor, And I want to give you guys a good heads up on how you guys can make a hugo. And I will also send you guys in April. Oops, uh and one more person I am going to send you guys a segg. Yes, there is a segred Segred is my project manager. Speaker 1 00:25:44 Minions, I'm going to send you guys all these files so that you guys can see how I structured it. And take special note, in Hugo, I did put lovable Russian. So I want to clarify, Anzor is a lovable Russian. But where I put them is under agents and I designed them out, so that I can spin them all up at the same time. So if I go into my Claude code session right here, um, I'm going to bring up a briefing skill. Speaker 7 00:26:11 Now, Briefing Chris. I think hold on. I think most people don't use Claude Code. Okay, will they be able to use agents in cowork uh and chat? Because I think code is something we haven't really talked or trained anyone on. Speaker 1 00:26:27 Um, they will be able to use it into code right here on this one, Which I am going to actually go over the next couple of weeks slowly through that. They'll also be able to use it in Codex if they're using, Uh, Chat GBT. So I was going to go over all of that, But I wanted you guys to be aware of what you can do with it this week. And then every week I'm going to give five minutes on how to do it. And then I'm also going to set up a training with you guys and with a client that wants to learn code as well. So if anybody wants to learn it and get set up with it, Let me know because I'm going to go through both code and Codex Ryan's already there. Um, Ryan was not the one who asked for the Ansor look alike so. Speaker 1 00:27:09 I will promise you guys that. PowerShell, I'm sorry, Codex will also use the same agents in the same code folder. So be aware of that, guys. Real quickly to get into it, what you're going to do is open up PowerShell. Now I use PowerShell seven just because it's a lot easier for me, but you can do this in PowerShell five or Windows PowerShell. You're just going to change directory To whatever directory you want it stored in. For anybody who's never done this, I'm going to caution you guys to use your Documents directory. It's your best option. So, how you do that is you're going to say cd, and then you're going to do one, what is it? Comma? Not comma. Um, not parentheses, not quotations, the single quote. Whatever that is. Apostrophe? Yes. Okay thank you. Speaker 1 00:28:04 So if you guys see it's automatically writing mine up, I'm going to go ahead and put it in here. So I have mine go to Documents, Clients and Projects, and AbilityFirst. I also have one for SHARP. And I press enter, and that's going to change my PowerShell to a new directory. We're going to go over this a little bit deeper for those of you guys who aren't always in code. Once you're in there, you're just going to type in clod or you're going to type in codex. Okay, we're not going to dangerously skip permissions. I only do that when I need to do something very specific on a code I'm working on. And from here, you can spin up anything you want. Now, I'm going to do briefing because I actually have a skill called briefing, where the system automatically knows to check my Outlook, and it goes to my Outlook application, and it pulls in all my emails. And so if I get emails from Onzo or Pete, it flags them top of my list. Speaker 1 00:29:03 It also goes through and does my calendar. So I'm going to give you guys just a brief overview. Over the next couple of weeks, We're going to dig in deeper so that you guys can see what you can do with it. Now, for this, it pulls today's schedule. It checks my time logged yesterday. It gets all my open tickets and projects, And then I have an Airtable that pulls a task list that I have personally from Airtable. You can do that in an Excel spreadsheet as well. You can do that in a couple of different options. So you've got that in there. I do have it pulling some things from spreadsheets, And I do have it pulling some things from Word documents for me as well. I also have it connected to my OneNote application within my computer. So it will connect using COM for those of you guys who know what COM is. I'm going to go into details later, and it will pull all of that. So right now, it's asking if I want to create the schedule, and I'm going to say yes. Speaker 1 00:29:60 'Cause it's going to write a PowerShell script to check everything. And it's going to ask you as it goes through it. And you can also schedule these through code under routines. So actually briefing is done every morning for me. It runs at 5:30 a.m. And it's on my computer by the time I wake up and start working at 6 : 00 a.m. So we're going to go over that over the next couple weeks. I'm not going to do it all today, But I want you guys to be aware and think through what all you can do with it. So, that's why I gave you guys the file so that you can look at it and see what's going on. And, then we're going to go through it piece by piece over the next couple weeks. And, hopefully, you guys will come away with some ideas that you guys can use for the competition. And if you're almost out of credits, it is almost the end of the month, so I completely understand. Any questions or send me Teams messages because I don't want to take up too much time. Speaker 1 00:30:57 But send me over ideas of things you want to see over the next couple weeks within this, um, and things that's going to help you guys win the competitions. So I'm not in it because I don't want to be in it. I want I want you guys to win. And then if somebody wins, just send me a case of Doctor Pepper. Diet though has to be diet Doctor Pepper not regular. Cool? Speaker 4 00:31:22 Awesome Thank you Chris, Thank you so much, Chris. Next we'll move to the duck race with April. Speaker 13 00:31:28 Okay, let me quickly share my screen. Can you guys see my screen? Yes, yes we can. Okay, let's do this. Speaker 7 00:32:01 I Think the choice of song is questionable. There's. Speaker 13 00:32:11 No HR in here though. Sorry. Speaker 7 00:32:18 On this topic, my boys, they were probably, I don't know, eight and six. And the song was playing. And I asked them what the song is about. And they're like, well this girl she has a milkshake right? It was so funny. So anyway, next time, let's see if we can come up with more appropriate songs for environment. Speaker 15 00:32:50 Um, anyways, uh, so commit and deliver. Always friendly. Do the right thing. Integrity over profit and exercise extreme ownership in all we do. Uh, Speaker 7 00:33:05 An example. Speaker 15 00:33:05 Value I want to highlightum I am going to go with always friendly. And yeah I'd like to highlight Sean. He's always giving me grief, but. He's always there to help out when you're in a tight spot. So, thank you for always being friendly, bro. Speaker 7 00:33:25 Awesome, awesome, awesome. I love it. I love it. Thank you. This is great. All right, accounting, you guys know what to do? Speaker 4 00:33:32 Yep Um and I do not believe we have enough time for two Tuesdays in a lie since it is 10:29 Okay. So does anybody have anything else they'd like to highlight Did. Speaker 7 00:33:46 We cover change management? Yeah. Yes. We have, okay. I need to pay more attention to that. Can I say thank you to everyone for, it was a real pleasure working with you guys. I felt like a part of the family and thank you to all, you guys are amazing. Speaker 4 00:34:07 Thank you Julia. We're very excited to work with you as well. Absolutely. Speaker 4 00:34:13 All right and, We'll go ahead and close out the meeting since that is 10:30. Everybody have yourselves a wonderful rest of your day and a good week. Speaker 12 00:34:20 Thank you. Thanks guys. Thanks everyone. Bye everybody, thanks so much.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c900e72a-3fd7-436e-bd41-0f7b66bc1331&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3OTkxMDkxMCJ9.CgoKBHNuaWQSAjY0EgsIoOiN2bSKnj8QBRoOMzQuMjA0LjIwNi4xOTcqLG5hTURmOG41b3h6NVAxZWxBeitUbHJkZDlJbUFlUXA3U0ZrOGxTa0V4QUU9MJoBOAFCEKIXzrCLcAAQxXlP-_vpcHFKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.FmjXy3HCOGfZmb8cIv_DUlRSk21Q3F4WI6Ca-zMl4vU&ApiVersion=2.0	—▾	—	✓	—▾	—	—	—	—	—	✓
06-18 Operational Note: Building and Governing the AF_Supervisors Exchange Distribution List (Microsoft 365 Admin GUI)	 ## Core Synopsis The team executed a straightforward operational task: creating a new Exchange distribution list (“AF_Supervisors”) via the Microsoft 365 admin GUI, with HR as owners and an initial member added, to satisfy a ticket where the requested email address did not exist in the system. Erin led the build in Exchange Admin Center (not M365 group), set the address to AF_Supervisors, enforced closed membership (owners-only add), allowed external senders, and designated multiple HR owners (Shane, Alma, Chase, SCHARP, and likely Jessica) to control list membership; members will receive emails sent to the list. The subtext is clear: Erin is asserting process discipline and ownership boundaries (HR controls access), training the team on the GUI path while signaling that CLI is the usual production method, and deferring bulk import to avoid confusion. The stakes are practical: avoid misconfiguration (group type or open membership), establish clear stewardship, and ensure timely completion of member additions from the provided short list; a minor permissions gap (CIT admin login without Senthil Segura; need “same mask” access) is acknowledged as a follow-up requirement. ## Build and Governance of the AF\_Supervisors Distribution List - Scope and Tooling Choice - The Exchange Admin Center was used under admin.microsoft.com: Show all → Exchange → Groups → Distribution list → Add a group. - Group type explicitly set to “Distribution” (not Microsoft 365). Objective: email distribution only, not collaboration workspace. - Configuration Decisions - Name/Address: “AF Supervisors” with group email “AF\_Supervisors”. - Ownership: Multiple HR personnel designated as owners (Shane, Alma, Chase, SCHARP; Jessica Delgado to be added). Owners can add/remove members; owners are not auto-subscribed as members. - Membership Policy: Closed—only group owners can add members; anyone can leave. - External Access: Allowed—external senders can email the list. - Membership Execution - An initial member (Holly Stacher) was added via GUI (Add Members → search → add). - A short list of ~12–13 names exists; bulk import capability exists but was intentionally deferred to keep the process simple for the team. - Operational Notes and Corrections - Erin demonstrated editing group settings post-creation to correct any address/name field errors. - Login constraints: Team to use “CIT admin” account for now (without Senthil Segura) and later align “same mask” access once Charles is available. - Outcome and Use - Distribution list is live; any email sent to AF\_Supervisors will be delivered to all configured members. - Erin will send edited step documentation (screen-captured via Snagit) after trimming extraneous clicks. ## Next Move (Action Items) **@Erin** - [ ] Send the cleaned step-by-step guide for creating and managing the AF\_Supervisors distribution list - [TBD] **@HR (Shane, Alma, Chase, SCHARP, Jessica)** - [ ] Confirm final owner roster (ensure Jessica Delgado and any missing HR owners are added) - [TBD] - [ ] Add all remaining members from the provided 12–13 name shortlist to AF\_Supervisors via Exchange Admin Center - [TBD] **@Charles** - [ ] Provide guidance and enable “same mask” access for the team (align permissions equivalent to CIT admin needs) - [TBD] **@IT (CIT Admin)** - [ ] Operate with the CIT admin account for immediate tasks; verify ability to manage the AF\_Supervisors DL until same-mask access is configured - [TBD]	Jun 18, 2026	Speaker 1 00:00:07 Why are you giggling, Giggles? What did Robert do? Speaker 2 00:00:16 We were talking about your track that you sent me and I was like, I don't really know a lot of First Peoples. So who are we? Speaker 1 00:00:27 We is. Speaker 3 00:00:27 The three of us. Speaker 2 00:00:30 Yeah, I thought it was you and somebody else. Speaker 3 00:00:32 Me and the mouse in my pocket. Speaker 2 00:00:34 I told him, I was like, we is us. Yes. All right, so how we do this? Speaker 3 00:00:39 Okay, So very first thing I'm I'm going to share my screen and then I'm going to turn back on Snagit. All right. Okay So I got a request and I want to forward you guys the request so that you guys can see it Um It's. It's in a it's in a ticket, basically So. Speaker 1 00:01:02 However, The problem is the address that he's talking about. There is not anywhere in the system. So we're going to make one from scratch. So you guys. Speaker 3 00:01:17 Have the information in it. So, what we're going to do is I'm going to go ahead and open that attachment. Speaker 1 00:01:23 He put in just so that I can have it. Speaker 1 00:01:32 Okay, very, very easy. So basically and I'm gonna just take you guys through it from scratch. All right. So I'm gonna go to admin.microsoft.com and I'm already logged in. Oh, by the way, can somebody add Sean to this call? Do Plexus. And then once I'm in, I'm going to go down to show all and I'm going to click on exchange. And then I'm going to go to groups. And once I'm in groups, wait for it to load. Speaker 4 00:02:30 Oh, Oh, I'm sorry. Speaker 1 00:02:31 It's okay. And then I'm going to go to distribution list and I'm going to say add a group. And so the group type is going to be distribution. I don't want Microsoft 365. Speaker 3 00:02:48 This one is just going to be a distribution list, okay? And then I'm going to say next and I'm going to call it AF. Speaker 1 00:02:59 Supervisors. And that's the name. And then I'm going to click Next. And I'm going to assign some owners. Speaker 3 00:03:13 And you can have more than one owner. And they're going to be able to add and remove people from this list. So Shane is going to be, Speaker 1 00:03:25 It's going to be one of them. So I'm press enter to find Shane and Alma because she's his manager. And then I'm. Speaker 3 00:03:39 Also going to add Chase because Chase is on the HR team. So. Speaker 4 00:03:45 Isn't my eos is the P 1 or something? Speaker 3 00:03:49 It's not a P 1. Go back to your OS and we'll grab you later. Uh, cool, thank you so much. And then I'm going to add, thank you, I'm going to add SCHARP. Speaker 3 00:03:60 And so that's four owners that get added. So basically everybody in HR. Oh, Jessica Delgado, I got to add her too. Speaker 2 00:04:09 These names are on the Excel sheet? Speaker 3 00:04:12 No, these are people in HR that I'm adding as owners. Speaker 2 00:04:15 Okay, okay, So you're you're going to create the admin of the group, and we're going to add the people. Speaker 3 00:04:20 No, I'm creating I'm showing you how to do it from scratch. Now, if you guys had gotten this message, all you have to do is send an email back to Shane and say, "Who do you want to be owners on here?" But because I already know them, I'm just adding everybody in HR. Okay. All right. So this is owners. Now they don't get made a part of the distribution list. They're just the people who can add and remove people. So, what I'm going to do is I'm going to say, add members, and they gave us a list of 13. Speaker 3 00:04:51 So I'm just going to add one and let you guys finish adding them later. So click on Add Members, and then I'm going to do Holly Stacher. So I'm pressing Enter after typing in her name, and there she is, and I'm going to say Add. And then you guys can do that with as many names as you want. Okay? I'm going to say Next. The group email address is going to be AF_. Speaker 1 00:05:22 Underscore Supervisors. And then, um, We are going to make it closed. Speaker 3 00:05:34 So only group members can add members or group owners can add members. And then anyone can leave the group. We can leave that the same. And then I always allow people outside the organization to send, Speaker 1 00:05:49 Um, yes. Can you go back real quick? Yep. Speaker 2 00:05:54 Um, the one that says owner's approval, we wouldn't need that because couldn't users add other members without owner's approval? Speaker 3 00:06:04 Well, they so only group owners can add members in this one. Um, Speaker 2 00:06:09 I can't see yeah I can't see that little letter sorry. Speaker 3 00:06:12 Yeah no worries. Yeah. So we we do it closed. Speaker 1 00:06:16 And that way only the owners add members. So and I'm going to say next and I'm going to say create group. And now the group is created. Uh, I made a mistake. Let me go back into edit group settings. Yeah. Speaker 1 00:06:46 Okay, so supervisors is correct in the email address. I just need to edit this part. Is that right? I can't see myself. Yeah, that's right. All right. And, that's how you go in to edit it if you ever make a mistake. Okay, Speaker 3 00:07:21 So you have, you can click on members over here. You can go to settings. There's a lot of things you can do in that. Speaker 1 00:07:28 But you're going to basically do this in Exchange Admin. Okay? Speaker 1 00:07:58 Any questions? Uh, no. Speaker 4 00:08:03 Uh, you already sent it to us? Oh, here it is. Yep. Speaker 3 00:08:11 So for right now, log in as CIT admin without Senthil Segura. But when Charl's got some time, let's get him to show us how to do same mask. Speaker 4 00:08:24 So we're looking at the people that are on this short list. Yep. Twelve. Speaker 3 00:08:29 Yeah, it's super easy. There's a way you can import them, but I don't want to show you that just yet. I don't want to confuse you guys any further. Speaker 4 00:08:38 All right, okay. Speaker 1 00:08:40 Yep, so there you go. Speaker 4 00:08:44 All right, Um. Yeah, that's it. Okay. So so so people who are added to this list will get emails coming into this? Speaker 3 00:08:57 If someone sends an email to that list, then they will get emails. Speaker 1 00:09:00 Everybody? Yeah. Okay. Yep And that's hownormally I don't do it through the GUI, Speaker 3 00:09:10 normally I do it through terminal services, Uh and I do it through the CLI. But I want you guys to see how to do it through the GUI and I wanted to capture the steps. Speaker 1 00:09:23 Yeah this is very good. Awesome thank you guys all right I'm gonna leave you alone for now. You're. Speaker 4 00:09:32 Gonna send us the steps? Speaker 1 00:09:34 Yeah I'm gonna send you guys yeah I'll. Speaker 4 00:09:36 Send them. With the program looks like when She sends. Speaker 3 00:09:41 It over yeah, Uh, I'll send it over. I got to edit out all the steps because I did some extra clicking in, Speaker 1 00:09:49 You know, I got to edit all that out. All right, no problem. Hi. Cool. Thank you. Bye. All right, have a good one today.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=186c5ae1-6dd8-42ec-8f6c-a3938205ac84&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MTgwMjk5NSJ9.CgoKBHNuaWQSAjY0EgsI6OLGgODXpj8QBRoNMTAwLjUzLjI0Ni41MyosRnJpaUt0M3ZlMm5ZemRYVUVpWDFNUmk0UUUrdzBUK3Q1bkpZT0JzcGhyVT0wmgE4AUIQoh7bH1KwABDgG4AZv2KORUoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.CoFwoRXX3EsHmK7CxzfCQGGD2rWvMZ6FeK5oqdvHnSA&ApiVersion=2.0	—▾	Send cleaned step-by-step guide with Snagit screenshots for creating and managing AF_Supervisors distribution listConfirm final HR owner roster and add Jessica Delgado plus any missing owners to AF_Supervisors in Exchange Admin CenterAdd all remaining members from the 12-13 name shortlist to AF_Supervisors via Exchange Admin Center+2	✓	—▾	—	—	—	—	—	✓
06-30 Meeting: DocuSign Unpaid Invoice, Billing Access, and ACH Payment Update	> Date: 2026-06-30 09:21:31 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] ## Meeting Notes ### Unpaid DocuSign Invoice and Account Access Issues - **Description** - An unpaid DocuSign invoice was discussed. Speaker 2 noted the last paid receipt was March 4 for the March–April period, but a new bill remains outstanding. - Speaker 2 cannot access billing information in the account. After logging in, there is no “Account” tab under Settings to manage payments. - The user on the account is a “generic user” without Billing Manager permissions. ### Payment Method Changes and Complications - **Description** - Speaker 2 referenced an email from Stripe (DocuSign’s payment processor) stating that, starting March 27, ACH payments via a connected bank account are required; credit cards are no longer accepted. - Carmen reportedly has a new credit card, but the old one is still valid. However, DocuSign was not on her list of recurring payments. - This indicates a change in DocuSign’s payment process is likely the root cause of the missed payment. ### Identifying the Correct Billing Contact - **Description** - The current user login (Lorenzo) lacks permissions needed to resolve the payment issue. - The person with billing rights is likely “Aaron” or someone in Accounts Payable. - Speaker 2 planned to call back to determine who has the correct account access. ## Next Arrangements - [ ] Confirm with James who holds billing rights for the DocuSign account. - [ ] Identify and contact the authorized billing owner (“Aaron” or Accounts Payable) to gain access to billing and resolve the unpaid invoice. - [ ] Verify and update the payment method to ACH per Stripe’s requirement to prevent future failures. ## 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. It is unclear who is responsible for contacting “Aaron” or Accounts Payable to resolve the DocuSign payment issue, as Speaker 2 only mentioned they would “call back there and see.” > 2. The team needs a definitive plan to update the payment method to ACH as required by Stripe to prevent future payment failures.	Jun 30, 2026	Speaker 1 00:00:00 Good morning. I would prefer you guys did not see my face 'cause. I look like shit. Uh Robert, I reset the password. Speaker 2 00:00:29 Yeah, I see. Um, I'm in. Yeah, I'm in it already. Perfect. But is it doesn't It doesn't have the information where um like there's no account tab. What they're saying It says, uh, click settings go to account tab. Um under settings. There is no account tab. Speaker 1 00:00:58 When did they uh let me see if I can. Speaker 1 00:01:44 You see my games. Yep. Speaker 2 00:01:50 Yeah, there's no yeah I got all that there's there's no account tab. Um. I got the last view. And when I try to click uh the payment, it says pay online. Um. It says this link is expired. Let me just try to put the email. Speaker 1 00:02:18 Yeah, so he's not the he's not the billing manager on here. Who is if he's if we can't. Speaker 2 00:02:29 It must be accounts payable. Speaker 1 00:02:32 Yeah, it has to be. Cause he doesn't have the ability to have some. Yeah, he doesn't have the ability to do anything. He's just a generic user. Speaker 1 00:02:57 So yeah, you might have to check with James and see if I said billing rights. Speaker 2 00:03:02 Oh, he just sent it again. Maybe it's maybe it's you. Speaker 1 00:03:06 I don't want to log in. Speaker 2 00:03:09 Um, whenever I oh, it's a forward. I am sorry. Um, when I just went inside um says invoice statement. I am waiting for the content to load up because it's still loading on the Barracuda. Speaker 2 00:03:27 But uh they just sent us the invoice five seventy uh having this. Yeah, my. Speaker 1 00:03:37 Google login is associated with a DocuSign account. Cause I would have set it up to be SSO. Speaker 2 00:03:46 Uh, it has the card on there. Like um if you look at your email, it sent you a receipt. We paid it. Speaker 2 00:03:57 It says March to April. That was the last receipt that I see. Um, paid March fourth. But um, the new the new payment is not there. Like if you look at your email, You should see a DocuSign, email. It just sent to you about two minutes ago or sixty seconds ago. Speaker 1 00:04:22 Sent to Lorenzo. Speaker 2 00:04:24 Uh yeah, I sent to you Lorenzo, um Chris. I mean sent to Lorenzo Christi. Um now it's a few twice. Speaker 1 00:04:35 Yeah, that's not Lorenzo's. Speaker 2 00:04:37 Yeah and then they got Aaron Hill. Speaker 1 00:04:40 So somebody logged in and paid it. Speaker 2 00:04:43 Uh they I don't think so. Oh That's just that's the March 4th. One They have a new bill out that hasn't been paid. Speaker 1 00:04:52 I'm going to see if I have any. Speaker 1 00:05:47 Carmen has a new credit card. Speaker 2 00:05:50 Uh, yeah, This the thing is the thing says, um uh starting uh March twenty seventh, uh stripe's or payments process will require ACH payments. Be made through a connected bank account so they're not taking cards anymore. Speaker 1 00:06:09 Oh no, Carmen uh sent me a message that she has her new credit card. Yeah, Speaker 2 00:06:14 But the old one is still valid. Speaker 2 00:06:20 Interesting. Cause, she said she she can see the payments that went through for the old one, but um, she says she didn't see a payment for Doxy on on that list. She see all the other payments that's over recurring, but no Doxy payment. So something happened in the payment process with them to where they changed something, and we need to fix it. Um, we need to fix it online somehow. But as you see, we don't have an account tab. Under Lorenzo. Speaker 1 00:06:52 Yeah, and I don't have an account. Speaker 2 00:06:54 So do you think it's Aaron? Speaker 1 00:06:56 It's either Aaron or accounts payable. Speaker 2 00:06:59 Aaron or accounts payable. Uh, Let me call, let me call back there and see 5-0-5-4 All, Speaker 1 00:07:08 Right, let me hang up because I am not doing you guys any favors anymore. It's okay, I'm just I'm really hurting right now. Okay, jump on a call All right.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=98d4c859-7e86-4d56-8cce-d24f69832579&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDA1NDA3NiJ9.CgoKBHNuaWQSAjY0EgsIitC8zob2sD8QBRoNMTAwLjUyLjIxNi4yMiosRHNnRVFtOGUwL3UwVFhIa3ROVTRQZE1WeS9kNCtsU2RZOEplS2Q3TTFGOD0wmgE4AUIQoic966MQAAD2GKNPpUW800oQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.0lhBnkzlZ3mZh-A9jX0SFvyWmzXs76pPRd0eS6F1SFI&ApiVersion=2.0	Processed▾	—	✓	Client Work▾	—	day-verified 2026-07-16 (6/30)	—	—	—	✓
06-02 Team Meeting: Gabby and Kevin Assessment, Lear Reporting Ownership, Tabletop Exercise Standardization	## Meeting Information > Date: 2026-06-02 13:56:01 > Location: [Insert Location] > Participants: [Christi] [Speaker 2] ## Meeting Notes - Topic Title: Team Assessment of Gabby and Kevin - Christi requested Speaker 2’s perspective on Gabby and Kevin after approximately 2.5 months. - Speaker 2 praised both for initiative and maturity; noted recent certifications (Kevin: Security+, Gabby: Fortinet free trainings). - Both are described as intelligent, proactive, and strong contributors to Crimson. - Conclusion: Consensus that the team is strong and capable. - Topic Title: Potential Elevation of Gabby’s Responsibilities (Technical Work Plus Executive-Level Reporting) - Christi is considering asking Gabby to produce executive-level reports based on her technical findings (e.g., Lear project tickets). - Concern: aligning with Gabby’s interests (prefers deep technical work) and avoiding burnout or frustration. - Speaker 2 believes Gabby will embrace growth; highlighted her strong written communication (a “master class” email to a vendor, assisted by AI). - Time/Scope: Reporting would be in addition to current ticket work; Christi will review tickets and progress for an update to “Alir” on Thursday. - Conclusion: Proceed to discuss directly with Gabby; ensure transparency and adjust if she’s not comfortable. - Topic Title: Coordination and Next Steps on Lear Project Reporting - Christi will review all tickets and work completed to consolidate for Thursday’s update to Alir. - She scoped hours in tickets to cover the needed work; aims to decide whether to hand off reporting to Gabby or keep with Elia/Christi. - Speaker 2 supports the approach as it elevates the team’s capabilities. - Conclusion: Christi to engage Gabby, review work, and determine reporting assignment before vacation. - Topic Title: Development of a Standardized Tabletop Exercise Framework for Crimson - Christi is building a standard tabletop exercise for Crimson to enable repeatable runs by different leaders. - She is coordinating with Victoria (ISO/audit work) via email; has approved hours from Anzor but hasn’t needed to use them yet. - Current State: Behind schedule due to EAP pushing earlier timelines; aiming for standardization improvements. - Conclusion: Continue collaborating with Victoria; finalize a standard tabletop template when time allows. ## Next Arrangements - [ ] Christi to review Gabby’s Lear project tickets and prepare Thursday update to Alir. - [ ] Christi to speak directly with Gabby (call or meeting) about taking on executive-level reporting responsibilities. - [ ] Decide whether reporting for Lear will be handled by Gabby or remain with Elia/Christi. - [ ] Continue collaboration with Victoria to standardize Crimson’s tabletop exercise framework. > 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 the exact scope and deliverables of the executive-level report for the Lear project (format, audience, deadline). > 2. Confirm whether Elia has any role or expectations in the reporting to avoid overlap or confusion. > 3. Establish guardrails to prevent Gabby’s workload from causing burnout if reporting is added. > 4. Document the standard tabletop exercise’s objectives, templates, and ownership to accelerate adoption. > 5. Verify the correct contact and spelling for “Alir” to ensure accurate communication and scheduling.	Jun 2, 2026	Speaker 1 00:00:00 Hello. Can you hear me? Hi. How are you? Oh, it has been a day. Speaker 2 00:00:14 Your days are always like this. Oh yeah, I don't know. Speaker 1 00:00:19 It is, but this has been a weird week. I don't know how to explain it. And for some reason, none of my cameras work today. Oh geez, Not my first first and not my camera at SCHARP. I've been in both offices today. Speaker 2 00:00:34 Yeah, geez. Speaker 1 00:00:36 Um, so I have a couple things I wanted to cover. Is now an okay time? Speaker 2 00:00:41 So I have a meeting in about five minutes. Will this take five minutes or we can start and then pick it up again? Speaker 1 00:00:49 We can start and pick it up again. Okay. Um, so I don't know, let me ask you a question Yes, You've been here how many months now? Speaker 2 00:01:00 Uh, two and a half. Two. I started uh end of March. Okay. April, May. Yeah, so two and a half months. Speaker 1 00:01:11 So let me ask you a question. Uh- huh Give me your thoughts on your team, uh Gabby and Kevin? Speaker 2 00:01:20 I'll I'll be honest with you. They are uh I absolutely love working with them. So from my perspective. Um, Gabby and Kevin both take initiative to improve their skill set. Kevin just passed his Security Plus. I sent over the Fortinet. Like uh they have a couple basic free training and certifications. Gabby took them right away and passed them both. Um, And uh, they are they have that that thing that you can't really teach right? That go get it. Speaker 2 00:01:58 Um, It's a it's another level ofum maturity in IT that we're blessed to have at Crimson. Yes. So that's that's my initial take. Speaker 1 00:02:10 Okay, good. Um, because that's that's the way I've always felt about Gabby. Um, yes. And I'll be honest like she if I could have moved her out sooner from the bank, I would've, but we didn't plan on the bank doing what they started doing like, yeah. And you know, and then I could never get approvals to hire people to get her out. It took Pete coming on board to get all of that completed because then he started hearing it from two people. Yes. And so it's been, it was a struggle for me to get her out of there, but I think when Kevin came along, it really did complete that team because they're both really intelligent. Speaker 2 00:02:53 Yeah, really smart. Speaker 1 00:02:54 Yes, and love them both to death. They're fantastic. So when I ask that question, I ask it because I need help, but I don't want them to do something they don't like to do. And what my concern is, They what i know of gabby is she likes to dig into the technical and be super technical. And you know, she's. She jumps in, she Learns, she takes that initiative, she figures it out. But does she really want to Learn what I know? Because half of what I do is look in, dig in, figure it out and then write an executive level report for it. And I think it's that executive level report that I'm wondering is that something she wants to Learn or not? Speaker 1 00:03:54 Um, and I want you to. Speaker 2 00:03:58 Well, so she embraces that you are asking her to jump in andum, you know, you know elevate her right? Yeah. So the work that you know there's stuff you're teaching her with with Google with uh she's taking some Azure training right now. So she's a little spongeum. Are, you are you going? Are you asking because you need her to help you with writing some of those things? Speaker 1 00:04:29 Um I'll be honest, I am asking because I am trying to put together the work she's done for Lear with what I asked in the tickets to get done uh- huh. And so I want to make sureum. I want to make sure that it's something that she does want to do because if it's not, I'll take the initiative and um and try to figure out where we can best do things. Um but if she does, I want to just hand this off to her because she's done a good job on finding things. Um I just want to see, Does she want to jump to that next level? Or is that something with Elia that I need to take on or not? Speaker 1 00:05:17 Um, I have the workload capacity, but I also know that she wants to Learn. Speaker 2 00:05:23 Um, now if you ask her, I don't think she's going to say no. Right? Um, and so what what kind of time requirement is this? Speaker 1 00:05:34 Honestlyum She's getting the ticket parts done, which I still need to go through all the tickets that she's worked on because I got to provide that update to Alir on Thursday. So today and tomorrow, I am going through all the tickets and all the work she's already done to see where she's at on it. So I scoped it into play with the hours that I gave her in the tickets, just in case. So, it's not any additional hours and what she's already doing and slated for that project. Speaker 2 00:06:03 So I would say, um, I don't I don't have a problem with it because I think it ultimately elevates the team. U m gives her a little different perspective, right? And it's work that she's already doing is that right? Speaker 1 00:06:16 Part of the work she's already doing. Yes, but the report part is something additional. Speaker 2 00:06:23 Yeah. She wrote this thing today. Uh, that was it was a master class, but she used Claude, but it was a master class in uh, she was troubleshooting a thingamajig at one of our one of our uh. Tenants or clients. Give me one second. Okay. And we've been we've done everything the vendor asked us to do, the third party vendor, and it got to the point where we we exhausted everything, we ruled everything out, And she sent this master class email just like now it's on you and here's what I want from you. I want you to do these five things now. Speaker 2 00:07:08 U h and and then Anzor's like no more cycles, you're not spending another minute troubleshooting that because it's on them to finish it up, but it was it was beautiful. And so I think she's really good. Uh. So even using, you know, AI andum I think I think it's uh I think she would do well at it so good. Speaker 1 00:07:27 That makes me feel a little bit better because I I don't want to I don't want her I don't want her to get frustrated. Um. And feel like she's being pulled in multiple directions because that's one of the biggest ways we crimson can burn people out. But I also want to be cognizant of where does she want to go in her career? And how can I help elevate her. Speaker 2 00:07:49 Yeah. Now all of this, now again, she's she is and you you I think you understand it, she is a little awkward sometimes. She's an introvert. She may not share with you her feelings, Um, I've seen her get really frustrated and pissed off, and you know, at clients. And and so she's come to me a couple times. But but um if if here here's the thing I'm I'm very transparent. Uh huh. If I see it, I'll say something, And and I'll even talk to her about this, like, you know, if she tells me straight up, "I don't like this." You know we'll go back to the drawing table. You know we'll you know. So i'm i'm very open with that. And but yeah, let's let's see how let's. Speaker 2 00:08:33 You know, it's it's new territory for her. Let's see what she says. Speaker 1 00:08:36 Yeah, and if you don't mind, can I have a conversation and take her out to lunch or well, I want to say take her out to lunch but I can't. I don't have the capacity in the next couple of weeks, but maybe call her up and and just have a heart to heart with her and see what she's thinking. Speaker 2 00:08:52 Yeah yeah absolutely. Gotcha, yeah, Speaker 1 00:08:55 Cause she I mean she did used to report to me in a roundabout way like up. Yeah, I was as she reported up to me. Um, but she and I because she never fully reported to me, she always reported to someone under me. We never had a sit down and true conversation. So yeah, Speaker 2 00:09:12 Okay. All right, cool. Well good. All right Yeah Let's again I I have I don't know exactly what it is. But uh, if she's already working on it and you just need her to put some final touches on it and to elevate her. Uh her the to the next level, I'm sure she would love it All right? Perfect. Speaker 1 00:09:30 Okay, then I will work on that not today. Cause and then I was going to work on it on Thursday, but then I have to go to camp. But now I don't have to go to camp. This is how my day has gone. So uh, let me let me get some time with her before I go on vacation. And thenum we'll go from there. Awesome All right, Speaker 2 00:09:51 We'll see you on that call in a little bit. Speaker 1 00:09:54 Yeah, this is going to be fun. I am a little bit behind because of other things, And I did warn them that because they were pushing me to do this sooner rather than later, EAP was that you know it's going to be harder. So I am not as i am not where I usually am on a tabletop, so I am more last minute right now. But you can see the work that I put in, and then I am going to try to make some standardization to these. I was talking to Victoria. Who does a lot of our stuff, A lot of audits and stuff for ISO and things like that for our clients, and got her input for things. Anzor had approved me some hours to work with Victoria, And I just haven't needed to do that yet because she and I are just emailing back and forth on things. So, I am trying to put together a standard tabletop for Crimson that we can run. So that. Speaker 1 00:10:50 Um, You can pick it up or I, can pick it up and run with it. Um, it just the time has not come to me yet for that one. Speaker 2 00:10:59 Okay, so awesome. Well, I got to jump on my other call. Oh, I am so sorry. We'll talk soon. No, you are good i I allowed it to happen. Speaker 1 00:11:06 All right Thank you Have a great day. Speaker 2 00:11:08 Bye bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=546b1ac9-df83-4051-8cc0-f4675ff63d04&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MDQzODEyNyJ9.CgoKBHNuaWQSAjY0EgsIvs37vKW9oD8QBRoOMTAwLjUyLjE5Mi4yMzcqLGZmN2ZMZWhIeVRUem1jZXhqbzBxeVJGT2FUd2diV2U1dzU2eEJSMitXUjA9MJoBOAFCEKIZxXvOsAAQxXlD26xBTHhKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.o2cRU53-keqMZRVN8IRyQvj_2KHmCqx1FP7menP58aI&ApiVersion=2.0	—▾	Speak directly with Gabby about taking on executive-level reporting responsibilities for AlereReview all Alere project tickets and prepare Thursday update to AlirClarify exact scope, format, audience, and deadline for Alere executive-level report+3	✓	—▾	—	—	—	—	—	✓
05-19 Weekly Meeting: Project Updates and AI Training	## Meeting Information > Date: 2026-05-19 / 2026-05-19 10:16:06 > Location: [Insert Location] > Participants: [Speaker 2] [Speaker 3] [Michuan] [Christi] [Sergio] [Jason] [Pete] [Robert] [Kenny] [Anzor] [Olivia] [Cheryl] [Mark] [Seg] [Anton] [Julia] [Advance] ## Meeting Notes ### Invoice Payments and Budget Breakout Discrepancies - Christi confirmed a 40,000 down payment was paid on 2026-01-13 for the 2025 invoice, and approximately 42,000–43,000 was paid on 2026-02-13. - Both invoices are closed as paid. - Michuan questioned a budget breakout showing Milwaukee at 11,000 and fees/hardware at 36,000, stating these numbers do not match the invoices. - ComDirect items appear to be missing, and there is confusion over an additional 27,000 line. - Christi will check Planful and try to access budget details or obtain screenshots. - Christi will review the full spreadsheet previously sent to validate what was provided. - Conclusion: Payments are confirmed as up to date; budget allocation details remain unclear pending Planful review and reconciliation. ### Access to Budget Systems - Christi is attempting to access Planful and may need to request access or screenshots. - Michuan emphasized the need to see capital expenditures. - Conclusion: Access to Planful is pending and needed to reconcile budget details. ### Ability First Network Bandwidth and Meraki Configuration - Bandwidth was upgraded about a week prior, but observed speeds remain around 20 Mbps up/down instead of the expected 100 Mbps. - Christi requested Jason’s help to review Meraki/network configuration and suggest tweaks. - Christi plans to update floor plans for Ability First HQ at Fair Oaks to leverage Mark’s floor plan system. - Conclusion: Network issue remains unresolved and requires technical review. ### Ability First Cabling Infrastructure - Ability First cabling infrastructure is not on track due to low-voltage vendor issues. - Crimson’s tasks are completed, but a potential pivot may be required. - Pete will be updated after Christi meets with Michuan regarding Cotson. - Conclusion: Vendor-related delay remains open; contingency plan and ownership need clarification. ### Team Stress, Delegation, and Support Culture - Christi shared past experiences with stress, bottlenecks, and delegation challenges. - She encouraged the team to lean on peers, including Christi and Pete, for support and to avoid isolating stress. - Christi emphasized her non-network strengths and willingness to listen and help. - Note: This was a personal reflection and support discussion; no operational decision was recorded. ### AI Training and Scheduling Constraints - Christi noted she needed to leave by 11:00 for AI training. - Sergio mentioned Ashlyn is no longer available. - Christi provided information to Pete before his vacation and plans to follow up when his schedule allows. - Conclusion: Follow-up with Pete remains pending after his vacation. ### Project Updates and Timelines - **Carney Properties** - Training is planned for late June. - Project is paused until 2026-06-15. - System choice remains undecided. - **Sharp** - Migration to the security stack can begin. - MFA was enabled on 2026-05-18 with a grace period. - Ticket volume related to MFA will be checked. - **Computer Upgrades** - Robert is coming on 2026-05-22 to continue upgrades. - Approximately 50–60 computers remain to be migrated. - **Cotson** - Training started on 2026-05-19. - AI policy will be sent for signatures after training. - Training covers Copilot and Plug due to the undecided AI selection. - **DTLA Alliance Cloud Team Setup** - Kickoff meeting is scheduled for this week. - Deadlines will follow after kickoff. - **Anderson Real Estate Cloud Team Setup** - Initial meeting occurred. - Team is awaiting Anderson’s wishlist. - Reminder email to be sent on 2026-05-19. - **Leer Property Group** - Kickoff meeting is set for 2026-05-21 at 9:00 AM. - Agenda draft is ready to send. - Alignment took time, with Kenny noted as a holdout. - **DLA / Anderson / Leer** - These are new projects as of last week. - Deadlines remain pending until after kickoff meetings. - **Payments and Scope Clarifications** - One project payment has been received; another is pending. - Both payments are needed to clarify scope. - Julia’s project may differ from general AI work. - Christi will provide the DTLA build documentation to Sergio. ### Training Session Setup and Participation Guidelines - Christi opened the AI training, noting more attendees than usual. - Cameras were allowed to remain off due to bandwidth considerations. - The session will be recorded, and the recording link and summary will be emailed after processing. - The training will be delivered three times, and attendees may join other sessions for refreshers. - Housekeeping guidance: - Use Raise Hand and reactions. - Put questions in Teams chat. - Live Q&A will occur at the end. - A Copilot/Teams Premium “Facilitator” may post notes in meeting chat; no agenda was added for the session. - Christi shared her screen but turned off camera and incoming video to save bandwidth. - Conclusion: Attendees understood recording, participation norms, and Q&A flow. ### Presenter Introduction and Background - Christi, also referred to as Chris/Christy Brown, is CIO at Crimson IT and works with the Cotton team. - She has been at Crimson for approximately 4.5 years. - She previously worked with the LA Dodgers. - Christi knows some Cotton team members, including Holly and Kamya, while many attendees were meeting her for the first time. - Conclusion: Presenter context was established. ### AI Tools Overview for the Training - Tools covered: - Microsoft Copilot within the Microsoft environment/tenant. - Claude from Anthropic. - CoWork, a desktop tool integrating Claude for files and tasks. - Teams features discussed: - Meeting Notes/red dot. - Chat. - Facilitator through Copilot/Teams Premium. - Attendees were encouraged to ask questions in chat for live Q&A. - Conclusion: The scope of AI tooling to be demonstrated was established. ### The Role of AI in the Workplace - AI was described as a “force multiplier” for existing work, not a replacement for human judgment, relationships, or expertise. - AI is useful for eliminating tedious tasks such as drafting summaries and reformatting documents. - This allows employees to focus more on critical aspects of their jobs. ### Capabilities and Limitations of AI - AI performs well at: - Drafting emails, memos, and summaries. - Rewriting text for clarity and tone. - Answering questions from provided context. - Generating first drafts, brainstorming ideas, and creating outlines. - Extracting key points from long documents. - Explaining complex topics in plain language. - Key cautions: - AI can sound confident even when wrong. - AI may not know about events after its training cutoff. - AI cannot access personal files unless they are explicitly shared or accessible through approved integrations. - AI output quality depends heavily on prompt quality. - Human review is essential because both AI and humans can make mistakes. - LLMs such as Copilot and Claude were framed as well-read assistants that predict likely responses rather than truly “knowing.” - Example used: Completing “Mary had a little lamb…” illustrates prediction rather than inherent knowledge. - AI was compared to “a very capable intern”: smart and fast, but requiring guidance. - Conclusion: Attendees should treat AI outputs critically and provide clear instructions. ### Recommended AI Tools for the Foundation / Cotton - **Microsoft Copilot** - Integrated into Microsoft 365 apps such as Teams, Outlook, Word, and Excel. - Has access to the user’s work context, including emails, calendar, SharePoint, and OneDrive files, subject to permissions. - **Claude** - Standalone AI tool from Anthropic. - Useful for writing, research, reasoning, and complex thinking. - Can be accessed through a browser or desktop app. - **CoWork** - Desktop application built on top of Claude. - Assists with file management and document automation. - A similar Microsoft tool is reportedly in beta. - These tools were presented as the recommended work tools within the foundation/Cotton environment. ### AI Usage Policy and Security Guardrails - Cotton leadership has proactively drafted an AI usage policy. - The policy will be reviewed during training, and Christi will seek attendee feedback. - Core policy principles: - Use AI as a tool, not a substitute for human judgment. - All AI-generated output must be reviewed and approved by a person before finalization. - Do not input sensitive or personally identifiable information, donor data, or confidential grant information into unapproved public AI tools. - Disclose AI use when it is a material part of work product, such as grant applications or external communications. - Report concerns about AI output, including content that appears wrong, harmful, or inappropriate, to management or Crimson. - The policy is a starting framework and will be updated as AI technology evolves. - Conclusion: Policy review and feedback are planned, but the collection process and definition of “material” AI use need clarification. ### Data Privacy and Security with AI - **Microsoft Copilot** - When used within Microsoft 365, user data stays within the organization’s tenant. - Microsoft does not use this content to train its AI models. - This protection is enabled by default and indicated by a green shield icon. - Copilot respects file permissions. - If a user does not have access to another user’s private OneDrive or restricted folder, Copilot cannot search it. - **General Precautions** - Be cautious when recording or transcribing sensitive discussions. - Stop recording if a meeting turns confidential to avoid including sensitive information in the recap. - Store sensitive files in appropriately restricted SharePoint folders, not public locations. - Use Microsoft Office document protection features to restrict access and editing for confidential files. ### Data Security and Access Control in Teams - All of Crimson’s data is stored in Teams and is considered public within the company unless restricted. - A “no fly zone” exists as a restricted section where Copilot cannot search. - Specific folders such as HR, marketing, budget, and acquisitions are locked and restricted to authorized personnel. - Copilot can only search folders and files for which a user has explicit access. - Example: - If Dylan does not have access to a folder, Dylan’s Copilot cannot search it. - If Holly has access, Holly’s Copilot can search it. - Backend configurations can be set to prevent Copilot from accessing certain sections regardless of user permissions. - Conclusion: Access controls and restricted zones are important but ownership and request processes for backend restrictions need clarification. ### Accessing and Using Copilot - Copilot can be accessed via: - `office.com` - Microsoft 365 apps such as Word, Excel, Teams, and Outlook - Desktop app - In Word and Excel, the Copilot icon was recently moved to the lower right-hand corner. - In Teams, Copilot can summarize meetings only when recording or transcription is enabled. - Functionality examples: - Outlook can draft replies and flag action items. - Teams can provide meeting recaps, notes, and video summaries. - Copilot can search accessible files and emails to answer questions, such as finding a client address. ### Copilot Features and Demonstration - Copilot offers “Work” and “Web” modes. - A preference for OpenAI was mentioned. - Copilot includes a “temporary chat” option that does not save the conversation. - A live demo was conducted to find meetings for the week. - Copilot identified 11 events. - It correctly distinguished live training sessions from solo prep blocks based on Outlook calendar categories. - Users can create agents with specific instructions. - Example: A password generator agent that creates unique passphrases based on a theme such as “Lord of the Rings.” - Chats, including meeting chats, can be permanently deleted for security. - Copilot can summarize emails and meetings for a specified time period, such as “What did I miss in my emails and meetings?” - Copilot can be used in Word to summarize documents into formats such as a two-page executive summary. ### Personalizing Copilot and Fun Features - Copilot can be personalized using custom instructions to match a user’s tone and style. - Examples include using simple language or avoiding specific words such as “kindly.” - Copilot can respond in different personas for entertainment, such as summarizing in a “pirate voice.” - Christi will email her custom instructions for Copilot to participants as an example. ### Introduction to Claude AI - Claude is an AI tool from Anthropic. - It is accessed through a browser or desktop app and is not embedded in existing Microsoft applications like Copilot. - Claude is strong at writing, research, reasoning, and working through complex ideas from scratch. - Claude was described as more conversational and useful for back-and-forth refinement. - Copilot is stronger when using the user’s Microsoft work context, while Claude is better for thinking through new problems when context is supplied by the user. - Key Claude capabilities: - Writing and editing text for specific audiences. - Summarizing long reports into concise bullet points. - Analyzing complex problems, including pros and cons of decisions. - Brainstorming ideas, such as staff event themes. - Creating templates for follow-up communications. ## Next Arrangements - [ ] Christi to review Planful budget and obtain access or screenshots. - [ ] Christi to verify and reconcile the budget breakout with invoices and the previously sent spreadsheet. - [ ] Jason to investigate Meraki configuration and bandwidth issues at Ability First HQ/Fair Oaks. - [ ] Christi to update and upload Ability First floor plans. - [ ] Christi to follow up with Pete regarding Ashlyn and AI training information after his vacation. - [ ] Check MFA ticket volume at Sharp after MFA enablement and address issues. - [ ] Robert to proceed with computer upgrades on 2026-05-22 and track the remaining 50–60 migrations. - [ ] Pete to receive an update after Christi meets with Michuan regarding the Ability First low-voltage pivot. - [ ] Send AI policy to Cotson team for signatures after training completion. - [ ] Send reminder to Anderson Real Estate for wishlist on 2026-05-19. - [ ] Send agenda draft to Leer Property Group and confirm 2026-05-21 9:00 AM kickoff. - [ ] Confirm receipt of pending project payment and clarify scope, including Julia’s project specifics. - [ ] Provide DTLA build documentation to Sergio. - [ ] Send recording link and session summary to AI training attendees after processing is complete. - [ ] Review Cotton’s draft AI usage policy with attendees and collect feedback. - [ ] Conduct live Q&A at the end of the AI training session. - [ ] Offer access or invitations to the other two AI training sessions for refreshers. - [ ] Send finalized/drafted AI usage policy for feedback once ready. - [ ] Christi to set up a meeting to explain her Outlook calendar setup if requested. - [ ] Christi to email her custom Copilot instructions to all participants as an example. ## 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. Budget breakout discrepancies, including Milwaukee 11,000, fees/hardware 36,000, missing ComDirect items, and an unidentified 27,000 line, require documented reconciliation against invoices, the sent spreadsheet, and the Planful budget. > 2. Ability First bandwidth upgrade is not producing the expected 100 Mbps speeds; root cause analysis is needed for Meraki, ISP configuration, test results, and change logs. > 3. Ability First cabling infrastructure delay due to low-voltage vendor issues needs a defined contingency plan, owner, and timeline for the pivot. > 4. Multiple projects lack confirmed scope or decisions, including Carney system selection, Cotson AI choice, Julia’s project specifics, and Anderson wishlist; decision owners and deadlines should be assigned. > 5. A pending project payment is blocking planning; assign responsibility to follow up and define the impact if payment is not received by a specific date. > 6. The timeline for distributing AI training recording links and summaries was not defined; set an expected delivery date. > 7. The process for collecting and consolidating feedback on the AI usage policy is unclear; define whether feedback should be submitted through a form, email, meeting, or another method. > 8. Attendees need clear instructions for enrolling in the other two AI training sessions, including dates, times, and registration links. > 9. Microsoft’s tool similar to CoWork was mentioned as being in beta, but timing and adoption plans are unclear. > 10. The AI usage policy should define what “material” AI use means and provide examples of when disclosure is required. > 11. The process for requesting a Copilot license was not detailed. > 12. Backend configuration for Copilot “restricted zones” needs an owner and a formal request process. > 13. A tool referred to as “Plod” or possibly “Plug” was mentioned but not fully explained; clarify the correct tool name, purpose, and usage.	May 19, 2026	Speaker 2 00:00:07 Yeah, Give me one second. Let me double check. Speaker 4 00:00:22 Because I'm not sure if they actually paid the invoice for 2025, and that they paid for 25 and 26, and that's where the problem is. Speaker 1 00:00:32 Well, if they didn't pay for it then. Speaker 4 00:00:36 I mean, that's a whole other thing because then one we have enough in there. Because I look at what you sent me yesterday.;, it had Milwaukee broken out at 11 thousand, and it had uh the fees at 36 thousand uh hardware. And I am like, uh, I, don't i don't think that doesn't make sense; those numbers don't match any of the invoices. Speaker 2 00:01:02 So for I am gonna take my. Speaker 1 00:01:06 Um, for so the 40,000 down payment is closed, and when it's closed in my system, it means it was paid. And it shows that it was paid on January 13th. And that was that invoice was December, so that was the 2025 invoice. And, then the the 42,000 or 43 close to was paid on February 13th and not. Voices closed as paid. So we're all paid up, and I knew we were all paid up. I just needed to double check my memory. Speaker 4 00:01:47 Okay, um, so it's just Crimson that they do it. I am not Crimson; it's just ComDirect that's not in there, And I am looking at the numbers that are in there, and they thirty 11 and 36. I don't make a lot of sense to. I mean, I could see maybe she did the hardware at 11 at 36, but then you put the mark who licensed at 11. Maybe that was the breakout, But then I don't where where does yeah, where does this 27 for that? Speaker 1 00:02:32 I am going to go into Planful and take a look at. Everything I had it up last night. Um, I am in a team meeting right now with my team. Speaker 4 00:02:40 Oh, okay, I am sorry. Speaker 1 00:02:41 But no, no, I don't mind because they're talking rocks and I don't need to be heard by the conversation. Speaker 4 00:02:45 Are you able to see capital because that's our budget? That capital what we're looking at is the capital expenditures. Speaker 1 00:02:51 Let me see if I can see budget or not. Um, because I was logged into it and got to refresh this. Um let me let me see if i can't see it if not, I will go bug somebody to to either. Speaker 2 00:03:05 Give me access or give me screenshots. Speaker 4 00:03:09 Okay, well, um, I am waiting for a call from so I wanted to call you while I was waiting on his call. Um, But yeah, i was I've just like i don't even understand how they did the breakout as the numbers. Speaker 4 00:03:27 Yeah, And I remember you sent it to them. I think I sent it. Speaker 1 00:03:32 I'm I'm gonna go in and take a look at what I sent them because I know I sent them a full spreadsheet. And a full updated of everything. Speaker 4 00:03:42 Yeah, I thought, man, I was like let me go. I had to do payroll last night. I was like, I remember, Am like let me go back to my clock, because i know you just sent this. Speaker 2 00:03:51 Yeah Let me. Let me dig into this and see what i can figure out Okay All right? Are you on your way here. I am. Speaker 4 00:04:05 Exhausted, but on the way. Okay. Speaker 5 00:09:35 So. I. Speaker 1 00:12:41 Yeah, I do. Let me bring up Ability First network configuration first because both of those are mine. Jason, I was digging into Meraki. We're having some issues. We just upgraded the bandwidth at Ability First a week ago, but we're not seeing any changes here. Um, I am not good with Meraki. I'm not good on the networking side; I never have been. I know just enough to be dangerous and form opinions, and then tell other people what to do. So if you can have someone dig into that. Um, I also am at a point right now where I'm trying to do some no budget stuff for ability first, so that they they can see some additional things without savings. Um, and so Jason, If you have any like little tweaks that we can do in their network configuration or any ideas that would be greatly appreciated. That's more of just me asking for help and trying to not forget it. Speaker 1 00:13:45 This is at HQ, which is Fair Oaks. I also was going to put in the floor plans so that everybody can see it. Because I know, Mark has a really robust floor plan system. So, I am going to get those updated for ability first, because I have all the floor plans, And that's actually one small project. I was going to work on this week in my spare time because I've been meaning to do it. Speaker 1 00:14:19 Yeah, cause I am only getting twenty up and down right now, and that's the way it's been the last week or so. And no one's really seen the new bandwidth updates, so I don't know enough to fix it. We the up and down was supposed to be a hundred. Speaker 1 00:16:20 Not For ability first, stress levels. I wanted to bring up a conversation I've had with someone today, and I want to kind of put some light on it because Pete, you did say we could be open and free. And so a few of us are, And I am saying a few because I've been in there, but I am not there right now. But I am going to talk about things in the past because I know other people are seeing it in the past. It was it was, It was pretty stressful for me. Um, I you weren't here yet, Pete. And so basically, I was the uh the poster child of where everything got dumped into my lap. And then I had to figure out who I could delegate to without overloading them, which made me the bottleneck. And some people didn't see that because I was trying to protect their stress levels. Speaker 1 00:17:16 And say, "Hey, you know, I see that you have fifty million things on your plate, but I am not going to add any more to it. " That kind of got me into hot water with Ansor quite a few times because he didn't think I was delegating. But then on the reverse side, I am going to use Marvin as an example. Other people were seeing that I was throwing a lot of things over to them. Marvin actually made a statement and said, "My team is tired and they're stressed." And they wish you would start just doing things for yourself instead of sending it over to us. And that became a stressful time for me, and I know that I did not handle that well. I didn't handle it at all pretty good. And then it took me take a step back and say, okay, how can I in a way manage up and manage down? And so I am bringing this up to you guys because I am seeing some of you guys are in the same boat that I am. Speaker 1 00:18:16 One of the things I learned, and not to give Pete's ego any more fluff and stuff like that, I will say when I came from the Dodgers, which is where I came from, I worked for a very narcissistic boss and it was bad. When Anzor offered to steal me away from the Dodgers, It took me some time to think about what I really wanted, because Dodgers is prestigious ;, everybody knows them. You know, if you work there three years, you can go anywhere you want. And that was Lines that I kept getting back. At the end of the day, I knew what I wanted, and I wanted to be a mom. I wanted to live to my full potential. I wanted bosses that could see me and hear me and allow me to help grow a business, and that's everything was offering. But then at the same time, it was pretty stressful, but it wasn't as stressful as the doctors literally because it came from there. My doctors were even commenting two years after the. Speaker 1 00:19:16 That they saw my blood pressure go down, they saw all my stats going better. And this is me with an autoimmune disease, so I am getting my blood work done every three months. But, the one thing that I did was I kept it internal ; I didn't share my frustrations with Olivia or Cheryl. But they did see a side of me that they never should have seen, and so and we've had that conversation since then. What made me stick with Crimson is the fact that one answer is not definitely not a narcissist. Could say that freely, but his heart while he's not perfect is golden. And when I see what he's trying to do, He loves you guys even to the point he might say something, that's his Russian nature to say and kind of harsh sounding. But he is absolutely got a great heart with it. When you are dealing with the stresses and the frustrations, you are look at the pros and cons of working here. We work harder than most MSPs. Speaker 1 00:20:14 I can say that being in most Evolve groups that I've been in, I've been in three different Evolve groups. I can say that now. I am in another peer group. I am looking at all these CIOs and I am like, "You've got time to do X, Y, and Z. " I want to have one on ones with my staff, and i don't have I don't have that freedom and cadence. Lean on the people around you don't Don't do what I did. I made some serious mistakes in the steps at Crimson, and i learned from those. But if you need a hearing, if if you need someone to hear you, if you need someone to go get a drink of wine with you, call me. Call Pete. Pete can't come to L A as often, but he will listen. He will bring the bourbon. Yeah. But at the end I'll do what I've done in the past. Speaker 1 00:21:15 Yeah, I am saying all this because we recognize, and I can't speak for Pete; this is just me speaking from my heart. Every single person in this meeting is amazing. I don't know Jason as well, but what I've seen so far of you, Jason, you are pretty amazing. There are days where I go home and I cry, because I feel like I've not done anything good for the day. I literally felt like yesterday, ;, i know i did a lot of work yesterday did eleven hours worth of work. But I walked away feeling like I didn't make much of a difference, and that's just a me issue. And I know you guys are going to walk away every day feeling like, "Hey, I didn't do that great of a job that I could have." But just know that every single one of you here, I am proud of because you guys have done some amazing things with your teams that I wished two years ago, I could have done, and i had the capacity to do. So don't give up on yourselves first off. Speaker 1 00:22:14 Second off, if you are having a bad day, go talk to Pete. Come talk to me. I know I am not in that same position I used to be, But at least, I am a listening ear, and you can vent to me, and it goes no further. And if you need help with something, ask me now. I am not good at networking; we all know that, but I can do all other jobs. Um, I just don't have the time or the energy to spend on relearning, how to do all the networking stuff. But I am here for you guys and I will listen. Speaker 5 00:22:42 And I don't want you guys to continue feeling like you've got nowhere to go. Cause I know what that man's like throwing things. Speaker 1 00:24:17 Um. Yes, but just as I I gotta jump in, I gotta jump by eleven because I've got the A I training. Speaker 5 00:28:43 We don't have Ashlyn anymore. Speaker 1 00:30:15 I did. 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. Speaker 1 00:31:14 Okay, so for me, I am going to just go through mine fairly quickly. Carney Properties is definitely training late June, so that whole project has been is on pause until June fifteenth. I am 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. Um, 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 t here is 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, and it will allow people to log in. Um, so for that, It is on uh Seg is going to set up a meeting for us in Anton. Speaker 1 00:32:12 Um, 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. Uh 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. We're having an issue on the low voltage side, and as of last night and this morning, we have to we might have to pivot a little bit on that. Pete, I'll give you an update after I meet with Michonne for Cotson. We have started their training today. Speaker 1 00:33:04 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, we since they have yet to make a decision either on which AI they're going with, I am gonna train both AIs or train them on both types of AIs. Uh, Copilot and Plug because that's what they've narrowed it down to. For D T L 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 and then for Leer Property Group, our we have a kickoff meeting for them on Thursday. Speaker 1 00:33:60 Um, it took us a minute to get uh everybody on the same page. I think Kenny was our holdout. Um, But I do have that draft ready to send over them to them today on what our agenda is going to look like. But, we do have that meeting set for nine a m on Thursday for D L A Anderson and Lear. They are new projects as of last week and so, I am waiting on the kickoff meeting to give you the project deadlines. Speaker 5 00:34:43 Right, so with. Speaker 1 00:34:50 Yeah, so that one I also reached out to advance 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 00:35:26 You're welcome, guys. I'm gonna jump unless there's another one for me. Speaker 5 00:35:39 Okay, awesome. Thanks, guys. Speaker 1 00:49:03 Vivian, I jumped on early just to make sure that we started and I have everything set up, but I am going to mute for a few moments. Speaker 5 00:50:49 Hi Holly. Alright, Speaker 2 00:51:00 I'm just gonna wait because we have quite a few people attending for this first one. So I am going to stay muted for a moment. Um, I'm not requiring videos or your cameras to be turned on. Um, but I am going to give everybody about two to three minutes to join. Speaker 5 00:51:40 Hi Joey. Speaker 1 00:52:11 Hi everybody, we're going to give everybody a few more moments to join. Um, I do have a few people, a few more people in this training than I do in the other training. So, I'm going to give everybody a few moments to join. I'm not going to require videos mostly because I'm going to have to turn your videos off on my side because of bandwidth issues. Um so, I won't be able to see your amazing faces, but you are welcome to turn them off or leave them on it's up. Speaker 1 00:52:56 I think we're good to get started. I am going to go ahead and introduce myself, and we are going to get into a few items. Bear with me right now because I am going to show you guys all my screen, And I want you to be aware that I do have a lot of things up on my screen, so I am busy closing them out. But I am looking forward to meeting all of you guys, for those of you guys who have never met. And this training is going to be given three times. So, I want to make sure that you guys are all aware of that. I am going to be recording this training, and then once the training is over with, I'll have to wait for the link to be generated, but then I'll send out the link to everybody who joined. So, real quickly, I'm going to share my screen, and we're going to go over a few things first. Speaker 1 00:53:52 A few housekeeping things. Actually, let me stop sharing my screen for a moment. Let me do the actual introductions and then give you guys some things that we're going to be upfront about. And let me definitely go ahead and start the recording. I am also going to send out a summary at the end so that you guys are aware of of what all we talked about and you have it, but if you guys want to join any other training this week, And just get a refresher, you are more than welcome to do that as well. Now, for those of you guys who've never met me, my name is Chris Brown. I also you'll see me in your emails as Christy Brown. I am the CIO with Crimson IT, And I have been working with the Cotton team for a while now behind the scenes. So a lot of you guys have not met me. I know Holly, I know Kamya, but that's about it. So I started at Crimson about four and a half years ago. ; Onsor stole me from the L A Dodgers. Speaker 1 00:54:52 Um, I chose to do some exciting things with my life and decided that it is time for me to make that move over into uh into criticism. And actually, and don't tell Onsor I said this come yet, but it's probably one of the best decisions I ever made. Um, I don't need Onsor to know that because you know he doesn't need to know that. But. So a couple quick housekeeping items before we get started um we are going to be recording the this meeting. Um we are a whole. We're also going to be utilizing AI in this meeting. So, and I'm going to show you how that's going to look in a moment. Um, we once the meeting is over with, I do have to wait for everything to be generated, and I'll send that link over to you guys in an email, along with all the summary of everything we discussed. Um, I'm gonna show you guys my team session now. Like I said, I had to turn off my camera just because of low bandwidth and I also uh stopped the view from you guys coming in just. Speaker 1 00:55:50 Kind of save on bandwidth so as I share my screen, you guys won't see any interruptions. Now, just a quick heads up, if you see a little red dot up here with notes, Uh, you can open that up during the meeting, and you can see the meeting notes as we go through. But additionally chat, The facilitator will come up in here and we'll be taking notes and bringing things up into this section right here in the meeting chat. Facilitator is an option that only comes with Copilot or Teams Premium. So As we go through the discussion today, we are going to talk about Microsoft Copilot, which works right alongside your existing Microsoft environment. And we're also going to talk about Claude. It's an AI assistant from a company called Anthropic. And we're also going to briefly show you guys CoWork, Which is a desktop tool that lets Claude help you manage files and automate tasks. Um. And so just just quick heads up now in Teams I want you to feel free to drop questions into the chat here. Speaker 1 00:56:49 And I will see those come through. I may not see them right away, But i want I will show uh I will see them. And I will answer questions at the end because we are going to have a time for a live Q and A towards the end of this of this training. Um, and you just need, I don't know if you still see my screen, but uh facilitator did jump up and introduce herself himself. Um, And so anything in there, if you want to type at facilitator to ask questions, you can do that. I did not add an agenda for today. Um, in facilitator, That's something new where it'll kind of follow along the agenda and tell me to, hey, stay on track. I didn't drop that in today, but just a heads up that that ability is in there. Um, And then t here is a couple things I want to be upfront about from the start. Um, I do like participation because I do like to know that people are paying attention. Um, when I give training live, I usually throw candy at people uh and bring treats. Speaker 1 00:57:47 I don't have the ability to do that on a Teams call. However, to help me feel like you guys are paying attention, I will ask you guys to either raise your hand, which is this button right here, or give me some react cues. And so if you're watching my screen, I'm going to give a thumbs up here and you'll see my screen change. I'll be watching for those reactions as well. So just a little minor heads up. Um and then one a couple of other things want to be upfront about :. Cotton has done. This right, so just want to give you guys a quick heads up about that. You have a draft AI usage policy. We are going to go over that. I am going to look for some feedback from you guys as well. So we're going to reference that today, so when you leave, You leave knowing not just how to use these tools, but what the guardrails are because there are security concerns around using AI. Okay? Any questions we have before we get through before we get started? Speaker 1 00:58:48 None. I know you guys are going to be one of the best groups. I trained. I already know this from you guys, so, I will expect questions as we go through this. Um, now let's let me start with what an honest thing about AI is. One, it's not perfect, But there is a lot of hype and fair amount of fear around it. And a lot of um a lot of opinions come from misunderstanding of what tools. The AI tools fundamentally do so. I want to make sure that you guys are aware of some items. The AI tools that we are talking about today is going to be Copilot, which you see up on my screen, which is within your Microsoft tools and Microsoft Tenancy. So we have that, and then another one we're going to be utilizing is Claude. And these are both called large language models. You might have heard that term floating around ;. It's also show people also call it. Llms. Speaker 1 00:59:47 LLM, just think of them as extremely well-read assistants. They've been trained on enormous amounts of text, books, articles, websites, documentation. And, they've become very good at predicting what a useful coherent response looks like given a question or prompt. Okay now prediction is different than actually knowing. Okay and I want to make sure that we're very clear about that. Prediction is not knowing what's coming next it's pre Predicting based on how they see human responses of what might come next, so it's a lot different than how humans comprehend something. Julie, I am sorry, I do mispronounce that all the time and I am trying to fix that. Guys, I will mess this up a lot because when i when I first started it, I am pronouncing it how it was told to me and. Speaker 1 01:00:46 I need to get that fixed after three years, so please feel free to continue correcting me, but I do apologize in advance. Okay, um, but back to prediction they do predict things. So, if I say to you, uh, Mary had a little lamb, its fleece was white as snow," we know that nursery rhyme. All of you guys know that nursery rhyme ; you've heard it for years and years. But if we told, AI to tell me what comes next. And we said, Mary had a little lamb, its fleece was white as. It's not going to inherently know it's going to be snow because it knows that nursery rhyme. It's going to say snow because it's predicting it. And sometimes it might not even say snow. Sometimes it might say something else like a cloud or something along those lines. So AI is more of a prediction tool than a knowledge tool. Speaker 1 01:01:40 And so, Just they've become very good at predicting what a response is supposed to look like, but they're not always going to know what the response should be. Okay, I just want to make sure that everybody's clear on that. They're not magic. They don't think the way people do. They can't browse things on their own unless you tell them. They can't take actions without you asking, and they can make mistakes. Think of AI like a very capable intern. They're smart, they're fast. Speaker 1 01:02:10 Often impressive, but you got to review their work before it goes out the door. And also remember, we're human as well; we're not perfect either. I sent out a document yesterday. I know two people with the same name ;, they are both in my contact file. They have the same first name but different last names. I looked at a document, I corrected a lot of things, But I neglected to correct somebody's last name. And so I sent it to the right person, but when I sent it I sent it and I notated in the document, the wrong last name because I know two people with the same name, just different last names. And it's an unusual name; it's not a common one. So when I read it, my brain was like, "Okay, everything's right." I saw the name, I read the name, I understood but I neglected to change it because in my mind, I only call people by their first name, unless they ask me to call them. Speaker 1 01:03:08 Doctor, or Mister, or Misses. So I sent out a document yesterday totally oblivious to the fact that not only did AI mess up the name when it was building out my document for me, but I messed up the name because I just changed things in my head. I am also dyslexic, so I do that pretty often. So be aware they're not magic; they are going to make mistakes. They're like a very capable intern; they're smart, they're fast, they're often impressive, but you got to read them. You their work before it goes out the door. Sometimes you got to review your own work, okay? Here is what AI does well. It does well drafting emails, memos, summaries, rewriting text for clarity or tone. It's really good at answering questions from the context you provide. It's really good at generating first drafts of documents. It's also great at brainstorming ideas and creating outlines. It can pull key points from a long document and it can explain. Speaker 1 01:04:07 Complex topics in plain language. That's something I often ask it to do. I will give it a term and then I'll say, explain it to me in plain language because sometimes I'm not good with terminology. I'm really great at opening up a computer and fixing it, but sometimes I'll forget what that part does. I know it in my head, but I can't explain it to you. So if Steve come to me and said, hey, I've got this issue, and i'm trying to explain to him how to fix it. He's going to look at me with deer in the headlights looks because I speak technical. I don't speak Steve that well. As much as I worked with Steve in the last couple weeks, I don't speak Steve. But AI is really good at speaking Steve. So, I go to AI and say, "Hey, I am writing an email to Steve to explain him how to do something, But I need you to write it in his terms because I am too technical." And it will rewrite my documents for me. Now here is what you got to watch for: It can sound confident. Speaker 1 01:05:05 And it can be wrong. It doesn't know about events after its training date. So, let's say CoPilot was trained on items December first, twenty five, and it is now May nineteenth, twenty six. Anything new? It's got to go search for because it doesn't know. So be aware of that. It cannot access your files unless you share them. That's another thing to be aware of. So we're going to go over that when we talk about cowork. Don't paste in sensitive data, so things like your donor data, your student info, financial records without understanding how privacy settings work. And we're going to go over privacy settings in a moment. And, then the output quality depends heavily and I can't stress this enough heavily on how you ask. And you're going to want to know how to prompt. So the biggest practical takeaway here is AI is a force multiplier. Speaker 1 01:06:05 For the work you are already doing, it won't replace your judgment, your relationships, or your expertise in what the coats and foundation does. What it can do is eliminate a lot of the tedious work : the first draft summaries, reformatting. So you spend more time on what actually matters for your job. And. So today, we're going to work in three specific tools : Microsoft CoPilot, which lives in Microsoft, which you guys see up on my screen. We are going to spend Some time in Cloud, which I am trying to open up and get over here. And so this is Cloud, And then we're going to i've got a new chat I am going to bring up. And then we're going to spend some time in CoWork, which is right over here. And you'll see some things that we're going to be doing with CoWork. Just a heads up for you guys : there is CoWork coming to M icr oso ft ; it is out in beta, but it's not out where you guys can access it yet. But when I show you CoWork and Cloud, just know that Microsoft has a. Speaker 1 01:07:04 Same thing. Um, and then just a heads up: CoPilot and Cloud can live in certain applications. So for CoPilot, it lives in Teams, Outlook, Word, Excel. It's the AI that knows about your work context. Cloud it's more standalone, but it does have some things within Microsoft already, and that's good for writing research. Some reasoning tasks and things like that. And then CoWork itself, It's a desktop application built on top of Cloud that helps with file management and document automation. I am going to show you some examples of things that this can happen. But before we get into the demos, oh, I am sorry, Julie. Yes, These are the tools we are recommending. We use for work purpose within the foundation. And as far as how you access Cod and CoPilot, I am going to get into that when we get into the demos. So that way you guys are. Speaker 1 01:08:03 Be aware of it, But I do want to spend about five minutes on something that the team has done within your own organization that a lot of organizations haven't done, and that is draft the AI usage policy. When I say how amazing your leadership is, Please understand that I work with sixty clients and I cannot express how grateful I am to Steve and Kam Yad and Casey. And everybody else that has been working on your AI policy and the training, and how we want to roll this out to all of you. That's not a small thing. Your leadership team has thought about this intentionally, and a lot of organizations haven't gone that far. Okay, so we are drafting this up. We are going to be sending it out for everybody once it's finished. And then just be aware that. Speaker 1 01:09:01 Once we do, we are going to look for some feedback from you guys. I am pulling it up over here because I have the draft saved on my computer. It is really long, But we're going to go through some of the items in here, just a quick review for five minutes. Um, And this is some things we have. We've worked on building. Uh based off some feedback you guys have already given us and some items that we want to put some guardrails in to protect uh the foundation's data. And everything like that. So real quickly uh, The core principles from this AI policy, which you guys will get a copy of later, is using AI as a tool, not a replacement for judgment. AI is not good at judgment. Trust me on this. Every AI output that leaves your desk should be reviewed and approved by you. You have to put that review time in. Now I'm going to stress this : You won't be perfect at it all the time. You are going to miss stuff; I miss stuff all the time, but make sure that you're reviewing it. Speaker 1 01:09:59 So we can cut down on a lot of the mistakes. Number two, do not input personally identifiable information or what's called PII. Anything along the lines of names, addresses, Things that are important to your organization. You don't want to put this in here. Now, there are some things I'm going to show you that is acceptable and some things that are not. And you're going to see that, but you don't want that PII in there. You don't want donor financial data. You don't want confidential grant information Into public AI tools, especially ones that are not set up for the foundation explicitly. Okay, um, Now Microsoft CoPilot and the Cloud Teams account I am going to show you guys are going to be somewhat okay, but t here is still some caveats to that. Okay, And so you want to make sure that, that information, if you are going to put it in is only put into a tool that's specifically approved. Speaker 1 01:10:59 For that use, all right. So, You do number three :, you do want to make sure that you disclose AI use when it's material to your work product. For example, grant applications or external communications where the authenticity matters. And. The reason for this being is that there are some outside organizations that are going to start requiring. To know when AI is used to help things out. Okay, so just be aware of that. Um, I do want to make sure number four, to report any concerns you have. If an AI output seems wrong or harmful or inappropriate, flag it to management rather than just ignoring it or deleting it. Flag it to Crimson. Send it in a ticket to an email that way we can work with you on it. Save that chat and I'll show you guys what that would look like in a moment. Speaker 1 01:11:57 And then, as tools evolve, which trust me in the last two three years they have evolved quickly, we will update the policy to be updated as those tools evolve. So, what we have here today is a starting framework. ; still not the final word, but it is the starting framework. So let me give you a quick summary of what we just went over. I want you to use your judgment. ; don't put sensitive data into tools that aren't cleared for it. Review everything before it goes anywhere official. CoPilot, because it lives inside your Microsoft three hundred and sixty five environment, has a different data posture than the public web tool. So things like Grok or ChatGPT or things that you have personally accounts for those are public web tools. Your data needs to stay in your organization. So we'll talk about that more in CoPilot, and then for Cloud and CoWork um. Speaker 1 01:12:53 That's going to be a section where they're appropriate for non-sensitive drafting, research, and internal document work. But if you guys have any doubt, please ask. Okay? I you can always ask the help desk. The help desk team has been trained on AI use. They know the ins and outs of it. Um, they have asked me questions. We've done lots of training with them. They've all taken uh the advanced CoPilot and uh ChatGPT courses that are out there. So, we are one hundred percent uh available to answer any questions that you guys may have about that. Anybody on the help desk, and if they don't know, they're going to come to me. So be assured of that. Um, we're going to talk about CoPilot because I'll be honest, that's the tool that's uh that's going to read your Microsoft data. So real quickly, I want to give you guys a heads up. I am going to close out of my CoPilot. I am going to show you a couple different ways to access it. Um, if you are granted a CoPilot license. Speaker 1 01:13:53 You can access it a couple different ways. For me, I actually have CoPilot here, and if I go into my Start and I type in CoPilot, there sometimes will be two different apps that pop up. I want you guys choosing the Microsoft three hundred and sixty five CoPilot because that's the one you want to use. There is another version of CoPilot that Microsoft has for Windows. I've uninstalled it from this computer so I don't have it on here, but be aware of that. Speaker 1 01:14:24 Uh, number two is I'm gonna I'm gonna go to my my account. One second, let me get logged back into Microsoft. I keep getting logged out. It's an IT issue. One of these days I'll get help on it. But when you log in, there's a link I'm going to put into the chat. It's called myapps dot microsoft dot com This is one of my favorite websites. I actually have it as my homepage. Um in this section, you'll see all the apps that are open to you. Through uh your organization. And so all my Microsoft apps are in here, the web based versions and everything like that, we even have our own cloud in here. But if I am in here and I want to talk to CoPilot, then basically all I have to do is I go right here. Uh oh, they moved it. I am sorry. Um my apologies they did move it. So Microsoft keeps making these changes. Speaker 1 01:15:23 I'm gonna go to office.com. If I go to office.com, it's gonna go straight into CoPilot. So you've got options here to message CoPilot. You've got all the agents over here which will go into, we'll have chats here and things like that. Also, CoPilot lives in other documentation or other applications, not documentation. So I'm gonna open up Word and I'm gonna open up a blank document and CoPilot lives here. Speaker 1 01:15:54 And Microsoft did just move this this week. It is down here in the lower right hand corner. It used to be up here. They moved it down here literally this week, so that is how quick technology is working. If I can't stress anything to you, I am going to stress just be mindful Microsoft keeps making changes. Um, so you've got a couple of different options here: get me started working, uh craft a draft for my most recent work, create an outline. You can click on this and it brings up the CoPilot chat right here. Um, in Excel, you have the same thing going on here. I have a personal file. I'm going to bring up in Excel one where I was building out some things. This information won't make sense, But in here, CoPilot is also down here, and I can click on it and bring it up. And it allow i have the settings set to allow editing, but I can change this to plan and chat only. Speaker 1 01:16:53 In Excel. Um, and then also Cloud can be in here. I did eliminate Cloud from my add-ons here, but you can also add Cloud in to help as well. But in here, I can tell it. um, I can ask it questions like how uh how old is some of the data in the field started at? And it will go in and take a look at it. But if. Also going to ask me to save. So there's some information we can chat. Um, PowerPoint's the exact same thing. You've got it in the same spots. Um, if you're in Microsoft Teams, uh let me bring in my Teams. Ignore my calendar. Um, In Teams, you can go to CoPilot right here. And so it lives in a lot of different places here. I do have it as an app on my desktop because that's where I use it the most at. Um. Speaker 1 01:17:52 But a couple of things I want you to know. Uh, It is integrated directly into Microsoft three hundred and sixty five apps that you already use. So Outlook, Teams, Word, Excel, PowerPoint OneNote. It knows about your work context because it has access to the same Microsoft environment you do. So your emails, your calendar, Your files in SharePoint and OneDrive CoPilot can reference those when you ask it questions or give it tasks. Okay? And that integration is a key differentiator from other AI tools. You are not copying and pasting from one place or another. The AI is sitting right inside those tools. Now, here is what it can and can't do, or here is what it can do within Teams: it can summarize meetings, draft messages, catch up on missed threads. In Outlook, you can draft replies, summarize email threads; it can flag action items which is a good one). In Word, you can draft documents. Speaker 1 01:18:48 Rewrite sections, and you can generate outlines. Um, the CoPilot does scrape your data. So, And I am going to go over what you we can do in the settings to opt out on that. So that I am going to go over in a moment under when we talk about CoPilot privacy. Um, in chat, in the web chat or the chat down here, you can ask questions across files and emails. So like what did I agree to my last meeting with Tyler? Now, there is a caveat to some of the meetings. You have to make sure transcript is turned on or recording is turned on for it to scrape that information. If you do not have it recorded or transcripts, it can't scrape those meetings. So just a thing to know about that. Today, I needed an address for one of my clients, so I pulled it up and I said, "What is the address of this office?" And it gave me the address and. Speaker 1 01:19:47 Told me where it got the information from. So, got it from my emails or project files. Um, so you can have it pull things. I just need the address. I knew the address was right as soon as I saw it. I just couldn't remember the street number. Um, you can go in and ask questions about recaps. So, I have a staff training meeting recap here, and here is the recap, if I am in a meeting. Uh, i am going to show you this through teams. Speaker 1 01:20:19 If I am in a meeting here, you guys, I don't know if you've ever noticed, but in Teams you have a couple items in here. So I've got an Operations L ten, I've got a one on one. Um, here is the A AF staff training. I am teaching them Microsoft Word. So here is what the facilitator looks like, and I can view a recap now in the next section or right now as I show you this. I am going to let you listen to something in a moment but You guys can see any of the shared files are going to be in here. My notes, AI summary is going to be in here. Just a heads up on this one, I did lose my internet. And so it it did. We did have some breakup there in the middle of that, but I'm going to go to this one because this one was longer. I'm going to view recap on this one, and I can see the video and I can see the meeting notes along with. Speaker 1 01:21:18 The screenshots from the meeting. Now, this is what CoPilot did. Um, it also has a new video recap. This is where I am going to share with you guys. My sounds and you guys can see. Speaker 5 01:21:40 So that's the video recap, And I'll send you a video recap for what we did today. Just so you can see how fun it is. Speaker 1 01:21:48 Um, And just just a heads up on this :, if this only comes up if you choose to record or transcribe the meeting, I know I've mentioned that, but I want to mention it one more time. If you have recording or transcription off, you are not going to get this. So you got to make sure recording and everything is on. Um, I will say this: uh Co-Pilot has been out for a while. If you do record or transcribe. And you are having a meeting, and then suddenly everybody drops off, but a few people. And you are discussing something sensitive. Please make sure you are stopping the transcribing and the recording, because everyone who had access to that meeting is going to be able to see that in their recap. Um, we've had not not you guys, but we had a larger company that's had Co-Pilot on for two years now. Um, within the first month they had they had a big meeting with their. Speaker 1 01:22:44 Executive leadership and the directors, and then everybody left and they kept recording on, and then they started discussing about someone's departure from the company. And panicked when they realized that it was still recording, and the recap went out. And, they had me to go in and clean that before anybody could see it. So I can I'm capable of doing a lot of things. I can do that for you guys, but it is a headache. So be very careful when you're recording when you're not recording okay? Um Now, for data privacy, When we reviewed the audit report, and we talked to you guys and had you guys do your survey, One of the biggest things we heard and I want to address. This is what happens with data privacy. And that's one of your biggest concerns. When you use Co-Pilot inside Microsoft three hundred and sixty five. Your data stays inside the tenant. Microsoft does not use your content to train their AI models. That is completely off. Speaker 1 01:23:44 By default, in fact, Claude is the same way. When you are doing a business account, it will be off by default. If you look at Co-Pilot that I have up here, You see this green shield at the top right ;. It's this enterprise data protection applies to this chat. Something really to know about this :. Microsoft takes this very seriously compliance reasons. ;, it will not. Allow Co-Pilot to do anything that is against HIPAA compliance or SEC compliance or any other compliancy policies out there. So, it is very clean on that, and it will not allow things to retrain its models. So we can't do that. Additionally, because Microsoft doesn't have its own AI, it uses OpenAI through Claude or it uses Chat GPT backbone. Speaker 1 01:24:39 It does not allow it to go back and share that to the other, to either of these companies. Either that is off by default, your data is very secure, very protected. However, if a file is located in any SharePoint folder and it contains sensitive data, make sure you are putting it in the right places. So for instance, a company they didn't allow us to check their data beforehand; they had, They had their executive leadership team's salaries out in a public place. They had so many files they did not know or was aware that it was out there, and because it was out there, people could actually search and find out people's salaries from there. It was a mistake. Now, your OneDrive data this is your OneDrive is personal to you. So Holly, I am going to use you for an example right now. If it's in your OneDrive and no one has access to your OneDrive, it's not going to share that data from Holly. Speaker 1 01:25:38 Holly to Dylan. It just cannot do that because Dylan does not have access to Holly's OneDrive, so Dylan cannot do a search against the OneDrive. And that's how you're going to keep it out of the settings. Another way you're going to do that is using privacy controls. Now within Crimson, my privacy my settings are off. However, if I go in here and bear with me, This is not a good document to do that against because I haven't set where to save it. So go in here and do your AI policy, and I go in here and I go to Info. There is an option in here to protect the document, and you can do that. You can restrict editing, you can restrict access, uh you can restrict a lot of things in here. So I want you guys to be aware of that. You have the ability to protect the document, and you have an ability to classify that. Speaker 1 01:26:37 So if it's something that you need to restrict, you can restrict that editing, restrict that access. So like in here, I can go in here. I can say restricted, confidential or highly confidential. So I have those options. Holly, you had a question? Speaker 5 01:27:35 Yes. Correct. Speaker 1 01:27:50 One hundred percent, and that'sum that was the next piece I was going to show you, so I'm glad you brought that up. Um protection of any document, I want to make sure that you guys are aware of this, especially in the restricted access point. Um because I want you guys to be aware of these four options. And that way you can keep that in mind. However, that being said, we store everything in Teams for Crimson. So I am going to bring this up. So there are a lot of folders in here. We do store things in here with access and stuff like this. I am going to go to SOPs right now and SOPs, I am going to go into my shared files, and these are all of Crimson's SOPs, and they're all listed here. All of this data is public. Speaker 1 01:28:34 And when I say public, I mean public to Crimson, not public to the entire world. So this is only public to Crimson. Everyone within Crimson can access this. However, we actually have some sections here called the no fly zone. That's, our restricted Co-Pilot doesn't search in there, but in the locations, it does so I have access to HR management, I have access to marketing contractors and merger and acquisition. Those are my main ones and then I have access to budget, Within this, because you see those lock buttons, no one not everybody has access to it. So the only people that can search against these using Co-Pilot are the people that have active access to those folders. So under budget, which we do restrict some of this, I have access to only certain folders in here for budget. I don't have access to all of them. Speaker 1 01:29:28 So I only have access to MS and PS. I do not have access to the admin team because they don't none of them report to me. I don't have the budget for other departments because they don't report to me. So I can only see this. So Co-Pilot can only see the folders that are shared to me. So Holly, if you have a and we're going to use this as an example, if you guys have a similar no fly zone, maybe it's titled something different um and Dylan doesn't have access to it, His copilot can't search it and will not give him that information. Yours can because you have access. Does that help? Speaker 1 01:30:21 Yes, On the back end, um, where, Where I can go in and make changes, I can actually set restricted zones and say, "Co-Pilot, you cannot touch anything in this section at all. No matter if we have access to it or not." So yes, we can do that, but it's something that I have to do on the back end. Real quickly, is there any other questions you guys have about security? And we're going to go into a live demo after that. Speaker 1 01:31:00 All right, you guys are great. I mean, you have amazing questions, so I love this. We're doing Co-Pilot and then we're going to get into Claude. Co-Pilot has a few distinct features, I love and a few distinct features. I don't. Real quickly, you've got two options here: you've got Work and Web, and you can choose what kind of AI you want to use. Now it does do auto; however, I like OpenAI because i like, And that's a personal preference. Down here, I can choose to do a temporary chat, meaning it won't save my chat, which is okay for some things. And then you have some other items in here: you've got scheduled prompts, you've got some settings you can go into, you've got recent pages. You could tell Co-Pilot to include web searches. I now I leave this on because it doesn't do too much. I want to ask Co-Pilot. Speaker 3 01:32:01 Meetings Do I have this week. Speaker 1 01:32:11 And it's going to pull up and find that. Oh, you want me to zoom in? I do apologize. I have big monitors. So let me blow my screen up for you guys. Just. Speaker 5 01:32:28 Want to blow up one screen. Speaker 1 01:32:53 Alright. Let me know if this is better. I'm gonna go back in here. Is that better for you guys? Speaker 1 01:33:08 I Do have big screens, so I do apologize. Alright, so this is where it's not perfect. No one named Coateson came up in the people directory. Um, but I do have a past Coates and week. There are eleven meetings with Coateson in the title this week. Not really bad. Okay, hang on one second. I will fix this because I want you guys to see. Speaker 2 01:33:41 One Moment, all right? Is that better, Diane? Speaker 1 01:33:53 So already, what I've done now, I block out my calendar for meetings and stuff, so I can work on things. So I am going to show you guys my thing in a moment, but it says eleven. So I've got some blocks in here for Wednesday because I want to work on things for you guys on my project. I've got development rollout planning that was yesterday and a few items like that. So um, on Thursday, I have a prep for the second session. And I do have it for fifteen minutes, just to follow up with what I did today, and then I have the second session, and then Friday I have my prep, and then I have my third session with you guys, and then I have my post training wrap up which is about twelve. That's where I compile all the feedback, write summary. i do a follow up to Kamyaab and team and things like that. Speaker 1 01:34:44 So, these are all of them, and based on this, It realized of those eleven three are live training sessions with staff, and the rest are my solo prep blocks. And it knew that because of how I have my Outlook set up, Which is an hour long conversation that I will. If you ever want to know, I will set up a meeting with you guys and show you. So just just a quick heads up on that. Now it knew that like I said based off of my calendar. My calendar as you can see is very beautiful and, Colorful, um, and it's because I put in uh categories into my meetings. So it just instinctively not instinctively, but it it guessed on what I was doing based on that. Um, so that's something fun you can do. Now, Another thing we can do and I used to have it in here is you can create an agent. So an agent is something you give it separate instructions for. So I've got a password generator agent. Speaker 1 01:35:43 I told It, what I want It to do every tIme I chat wIth It. So, It's goIng to generate a passWord based off of passphrases. And that way, every tIme I need to do a passphrase or create passWords for people, I use thIs tool and I say, "GIve me fIve unIque passphrases." Speaker 1 01:36:17 Lord of the RIngs. And then, I do thIs every tIme I have to buIld accounts. So If you guys ever get an account I buIld for you, It's whatever I watched on TV that day. I go put It Into passWord generator, I get It and then, I just copy that and that's your passWord. That's your temporary passWord. That's how I do passWords. Um, I've taught my team thIs they do passWords however they lIke. So, If you ever get a passWord from me, have me reset your passWord, anythIng lIke that, thIs Is how I do It. And It generates a dIfferent one each tIme. And then when I am done wIth thIs chat, I delete It because I don't want that record out there just In case. So you do have the abIlIty to delete It. So be aware of that. Any chats you do wIth CopIlot In a meetIng Is also goIng to be here. Speaker 1 01:37:15 And, then there are some advanced features In Outlook that they are doIng, where you can go In and flag thIngs. I am not goIng to go Into that because we are runnIng a lIttle bIt low on tIme, But I want you guys to be aware there are some really useful pIeces In here that I've already shown you. Sorry, I was about to sneeze agaIn. I want you to be aware that you can delete any chats, and once you delete It, It Is goIng to be permanent. Now, let's say you are off. You were out for three days. I was out for three days. What dId I mIss In my emaIls and meetIngs? Okay, thIs Is a prompt that I keep on my sIde here. Um, I am gonna go In. You can ask It that If I open Word, I can, and I am goIng to open Word. Uh, I am goIng to open your acceptable use polIcy. I can ask copIlot In here, whIch sometImes It'll come up. Speaker 1 01:38:14 I can say, "SummarIze thIs program report as a two-page executIve summary." Okay, I actually do that quIte a bIt for reports that I get In from my team. So, I can do that and I can type that In and I can press enter. Now you notIce lIke It went from one to another pretty rapIdly. That's pretty much how I work because I have ADHD, because by the tIme I go back to It, everythIng Is back. Um, so here Is my four areas that need my attentIon today. I wasn't out, but thIs Is what I do when I am out. My emaIl hIghlIghts any securIty uh IncIdences, whIch I already knew about that and answered It. Uh separatIon tIckets, some other thIngs. There Is some traInIng logIstIcs for you. Um comIng up, I dId I do thInk I replIed to you on thIs one. Um If I dIdn't, I do apologIze, I thought to reply to you, and It's probably In my drafts. Speaker 1 01:39:14 I have to go back In and check my jobs every day before I leave. MeetIngs, clIent project work blocks. So It gets me very detaIled. Now, If I ask the same questIon, you can actually have fun wIth thIs. I was out for three days, what dId I mIss In my emaIls and meetIngs? GIve It to me In a pIrate voIce. Speaker 1 01:39:43 You can have fun wIth It. Now, I am goIng to mInImIze thIs so and I am goIng to go back here. Here Is my executIve summary, and It wIll wrIte thIs too as well. Now, One thIng I do want to gIve you guys a heads up on Is It does not InstInctIvely know your voIce, and It does not remember everythIng. But If I go In here and I go to settIngs, I can go Into under personalIzatIon, and I can buIld out custom InstructIons. I am goIng to gIve you guys my custom InstructIons that I use because I want It to sound more lIke me. So, I am goIng to put thIs Into the chat. I also wIll send thIs to all of you guys In an emaIl as an example. You can eIther use mIne or you can make It your own. Speaker 1 01:40:38 I lIke It to use clear and sImple language. I can add thIngs In here. I do thIs for all my AIs, because I want It to sound lIke me. If I don't do thIs, um, they tend to use a lot of bullets and lIsts. I don't lIke bullets and lIsts, So I also don't lIke the Word " kIndly " In mIne because It doesn't sound lIke me. So, I wIll tell It what It can and can't do. Um, Here Is the captaIn's log for you guys, just to see how fun It was. Speaker 1 01:41:09 So you can't have fun wIth It. Any questIons about CopIlot before we move Into Claude? And dId I answer everybody's questIons that they had? All rIght, we're movIng Into Claude. Claude Is actually one of my favorIte tools. There's actually several ways you can use Claude, But I'm goIng to only go over the ones that are most Important for you guys. Um, It's made by a company called AnthropIc. Now, It has hIt fast because of the depth of Its research that It pulls and thIngs lIke that. So um, It Is a good tool out there. I actually prefer It rIght now over Chat GPT, although a year ago I was Chat GPT everythIng. So thIngs do change. Speaker 1 01:42:05 RIght now, what we're talkIng about Is stuff that's comIng through May of twenty sIx. June of twenty sIx mIght be a lot dIfferent. Okay, now Claude Is dIfferent kInd of tool from CopIlot. It's not naturally embedded In your exIstIng apps. It Is a standalone AI assIstant that you access through your browser or desktop applIcatIon. The desktop applIcatIon Is goIng to be a lot easIer from my perspectIve, because It wIll allow It wIll access fIles that you allow It to access, and you can set In there, what fIles It can. And can't access, so just a heads up. If CopIlot Is the AI that knows your MIcrosoft envIronment, Claude Is the AI that's really good at wrItIng research, reasonIng, and workIng through Ideas that are complex. Okay, It's also more conversatIonal. You can have a back and forth wIth It. You can refIne your request. You can push back on Its answers and buIld on what It gIves you. So here Is how I lIke to explaIn the dIfference: CopIlot knows your world. Speaker 1 01:43:04 Your fIles, your calendar, your emaIls. Claude Is better at thInkIng through somethIng from scratch and workIng wIth context, you hand It. And you have to hand It context, okay? So you can wrIte and edIt. You can tell It to rewrIte thIs grant update In plaIn language for a general audIence, or you can say rewrIte thIs grant update In plaIn language for the board. You got to tell It what the audIence Is. You can say, "SummarIze thIs eIght-page report In fIve bullet poInts," and It wIll do that. And It's really good at It. You can tell It to break down complex problems. What are the pros and cons of swItchIng from X to Y for a nonprofIt of our sIze? Okay, It's really good at that. You can have It braInstorm for you. GIve me ten Ideas for the theme of our next staff apprecIatIon event, and It wIll gIve It to you. Okay? Speaker 1 01:44:03 You can tell It to create a template for follow up wIth program partners after a sIte vIsIt. And I do somethIng very sImIlar to that. I dId rewrIte that prompt for somethIng more yourself. Um, I use somethIng called uh Plod, and what Plod does.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=fa0e9d14-3fcc-4307-8543-8b0599ddd87f&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MDUzMzIyNiJ9.CgoKBHNuaWQSAjY0EgsIjNrS7NL0oD8QBRoNMTAwLjUyLjIwNi4xOCoscklZRURUTFNkUEdBaXhyL1Y3NFlRaDhRa21aaVFsNXVpa2QzUExJTEI2VT0wmgE4AUIQohogLSQwABDFeUazKmcI5UoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.RSLBDHHFUsDj92B4uLaohqLi8gLcLFe2K23qCuLxxPg&ApiVersion=2.0	—▾	Provide DTLA build documentation to SergioCheck Planful and obtain screenshots to reconcile budget breakout discrepanciesRequest Planful access or obtain screenshots showing capital expenditures+10	✓	—▾	—	—	—	—	—	✓
05-27 Weekly Meeting: BOS Development, IT Survey, and Believe First Engagement	> Date: May 27, 2026 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Sergio] [Speaker 4] ### Meeting Notes #### Positive Feedback and IT Survey - Speaker 1 shared encouraging feedback for Gueston and Robert; people are noticeably happier when they walk in. - An IT survey will be sent out next week to gauge staff sentiment across the organization. - The budget is down by over $100,000, which is viewed as a positive impact. #### Business Operating System (BOS) Development - Speaker 1 plans to build a custom operating system for AbilityFirst, inspired by Speaker 2’s C-BOSS concept. - It will be built on Azure’s free tier to minimize costs, with expenses primarily limited to potential API usage. - The objective is an AI-driven system that demonstrates business value without affecting the budget. - Speaker 2 is developing a separate product and has registered the domain “HelmBOS.” The aim is for their “main guy ACE” to autonomously build the product for future clients. - Both speakers agreed to connect to discuss their respective projects (Adopto Hub and HelmBOS) to potentially integrate the two. #### Engagement with Believe First - Speaker 1 emphasized a strong connection to Believe First and its mission. - Michelle and Speaker 1 will tour all sites to speak directly with staff and identify ways to help. - It is important that Believe First does not feel like a “second tier” client. - The Believe First board is reportedly happy with their work, and providing a tangible, no-cost improvement like the BOS could strengthen the relationship. #### Training Series Development - Speaker 1 is creating a higher-level training series based on feedback from Kashif and others. - The series will teach how to use the tools and concepts discussed. #### Personal Updates - Speaker 1’s daughter was accepted to UC Merced and will start on August 19th. She graduates in two weeks. 🎓 ### Next Arrangements - [ ] Send out an IT survey next week to all staff. - [ ] Define development timeline, milestones, and rollout plan for the AbilityFirst BOS. - [ ] Set a meeting date and agenda for Speaker 1 and Speaker 2 to explore integration between Adopto Hub and HelmBOS. - [ ] Plan how IT survey feedback will be analyzed and translated into specific actions. - [ ] Speaker 1 and Michelle to conduct a tour of all Believe First sites. ### 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 timeline and specific milestones for the development and rollout of the new operating system for AbilityFirst were not established. > 2. The plan to merge ideas from “HelmBOS” and “Adopto Hub” is mentioned, but a concrete meeting date or agenda for this collaboration was not set. > 3. While an IT survey is planned, there was no discussion on how the feedback will be analyzed or what specific actions will be taken based on the results.	May 27, 2026	Speaker 1 00:00:01 He's still a player. I don't know how much longer, though. Speaker 2 00:00:06 Probably not much longer. I don't know. You don't know, but we just want to make sure he's aware and will support our statement, right? You want to make sure Doctor Barber agrees that there is a value that he's getting, right? That we already saved so much more compared to previous IT operations, and as time goes by it'll be even more, yes. But we won't be able to operate on these margins, correct? Right, given all of the teams that we're right and all of that. And we have to help those guys there, right? So it's just that okay. You know what's. Speaker 1 00:00:50 Actually I wanted to tell you the good news. Okay, He's getting a lot. Doctor B is getting a lot of good responses back regarding Gueston and Robert, both. Okay. The fact that when people walk in, they're so much happier. Robert and guests on. Yeah, yeah, yeah. Um, I am sending out an IT survey next week. Okay, I want to get the pulse on the entire staff. Um, so far everything's looking really good from that perspective. And then with the budget being down, It's going to be over one hundred k. If they go sweet So I mean I am trying my hardest to make a positive impact. Speaker 2 00:01:24 Positive impression and show them that. Hey, we have that dialed in. Okay, That's excellent. Speaker 1 00:01:29 And Then I am going to take your idea for our C- BOSS and I am going to make ability for our own operating system. Now that I have admin rights every system out there except their EMR, yep, yep, And do it on the Azure free tier because most of it can be done on Azure free as long as it's just operating system dashboards. Speaker 2 00:01:52 Okay, okay, and. Speaker 1 00:01:54 That's not going to bring them anything. Into play with the exception of API costs, but I need to calculate out. Right. Um, that part. Speaker 2 00:02:02 But, you can easily upgrade right from free tier to the next tier as needed, right? Speaker 1 00:02:07 Like just I tested it on my own system for one of your course. Speaker 2 00:02:09 Okay. Yeah, no, I love it. I love it. Okay. Speaker 1 00:02:12 I want because right now, we've got the camp upgrades going on, uhhuhum and with them coming off of ComDirect and us potentially taking on their VoIP system. Okay, they're they're getting happier and happier Sergio's happy with me. Awesome. Yeah, Speaker 2 00:02:28 If you could show them the right the business operating system that's AI driven, like that would be insane. Yeah. Speaker 1 00:02:38 So that's my primary focus for AbilityFirst First under the radar. Speaker 2 00:02:41 Right, right, right, Right? And then just start to show like you start to build it in parallel to what they're doing. And slowly start move things onto it. Yes. Right where and it adds intelligence and productivity gains on what happens there, That's insane. I am trying to build C-BOSS, right, into its own product, right? But actually I just registered the domain. It's going to be called Helm B O S. So HelmBOS, right? So that's going to be the name of the company and the product. I didn't put AI in it because I want to. I just want to say that's a helm business operating system. It utilizes AI but I don't want it to be AI everywhere. Speaker 1 00:03:25 You like your cell phones, Speaker 2 00:03:27 So I think I will want to be able for ACE, right? My main guy to build the product for all future clients autonomously, right? Like that's the kind of the goal. So that's what I am thinking about. I am very close to actually sit down and spend time with you and show you everything that I've done, right? And then look at what you've done. And then marry the two and see okay, what can we do? Speaker 1 00:03:56 Yeah, that'd be awesome. Speaker 2 00:03:57 So so just I am cool, Speaker 1 00:03:59 Yeah, cause I am building adopto hub, which I haven't been announcing on my blog. Okay. And it's been it's where adopto inbox came from. Speaker 2 00:04:07 Okay, okay, I love it. Yeah. Yeah, we should totally connect and discuss. Speaker 1 00:04:11 Um also right now, after feedback from Kashif, um and a few others, I am building out a training series. Um I am going to use. A lot of the stuff that I talked about today, and build a higher level training series on how to use. And then, With the exception of what I am giving over or what I am going to let Coateson, Give That over to you and let. Speaker 2 00:04:38 It stay put. Let me just quickly. Speaker 3 00:04:60 Hey, do you need my keys, Kevin? Yeah, did you need my keys? P. Speaker 1 00:05:13 2. In the in the library? Here. Oh okay. Um this is my head. P 2. And when you come out of the elevator and you're goingum down the ramp, not down the steps, but down the ramp side. Just go down. It's a blue, navy blue Mazda CX nine. Just hit the button it'll it'll beep. I'm not sure if. Speaker 2 00:05:39 This breadth just gotten old and not useful or or it was just in the fridge. You're. Speaker 1 00:05:50 Having a little breadth with it? Speaker 2 00:05:51 Well, I want to change the breadth. Oh, thank you. Speaker 2 00:06:01 Healthy breadth, yeah. Speaker 1 00:06:03 This is very hard. It's hard, Speaker 2 00:06:07 Looks very hard. Speaker 1 00:06:09 But I've never seen a gold pocket knife, And I have a lot of pocket knives, Speaker 2 00:06:13 Because I am country and I am neutral to Trump when this thing says Trump twenty twenty six So. So this is ain't no joke. Let me put this to warm up and actually uh. Speaker 1 00:06:26 If I could give you some country advice, Wrap your breadth in a moist paper towel when you heat it up in the microwave. Speaker 2 00:06:35 But I am not putting it in the microwave. Speaker 1 00:06:36 Oh, okay. Speaker 2 00:06:37 I am putting it in a toaster oven. In a toaster oven, yeah, yeah. I am anti- microwave guy. Good. Speaker 1 00:06:45 I am trying to be anti- microwave, but I have a teenager. Speaker 2 00:06:49 You know how it's very easily solvable? Yes Get rid of the microwave, And once you do that, There is no way, Speaker 1 00:06:58 But to I was close until the apartment came with it built in. Yeah, okay. Speaker 2 00:08:33 We can give them certificate, right? As long as we wipe out the data. Yes. Yeah. Why, don't you just uh just give them uh something Crimson IT wipes their data and that's your certificate. What's the difference between us and them, right? We just need to make sure the job gets done. For sure. Okay, in four minutes my breadth will be ready so. Speaker 1 00:08:59 Oh speaking of uh teenagers. Mhm. She. So, she got accepted to the UC Merced. Speaker 2 00:09:04 Yes, yes. Speaker 1 00:09:05 We take her up on the twenty second or nineteenth of August. She graduates in two weeks. It's brilliant! Speaker 2 00:09:14 Amazing, right? Like, isn't it amazing? What a transformation, right? And at UC Merced! Speaker 1 00:09:18 You've seen her from the beginning. Speaker 2 00:09:20 Jesus! Like if you think about the impact, right? Like it's truly transformational impact. Speaker 1 00:09:29 Yes. Ignore the fact that she took that picture in my bathroom, But this is her graduation outfit. She's so excited. Speaker 2 00:09:35 That is so amazing. Speaker 1 00:09:37 She is she is absolutely a blessing. Speaker 2 00:09:39 That is so amazing. I am sure right that she's uh remember how she wasum like I guess any child who went through such trauma, right like how she was, So unsure and right and lost and look. And now now it's a yeah person who's graduating from here. Speaker 1 00:09:57 I know, I can't wait to do this again. Just because I know what it takes and what's right, Right? So with Sharp, no, with Believe First. Sorry, They had that mini crisis yesterday with the I nine s. And I spent most of the night trying to get that fixed. Okay. With Believe First, I think this is going to go a long way with their board. Right now their board from my understanding is happy with us and that's coming from Sean. But if we can give them something. Speaker 1 00:10:29 Tangible, it's not going to impact the budget. I think it's going to take us a little bit more than where we were. Speaker 2 00:10:34 You know about the business operating system, right? Yes, yeah, yeah. For sure. I think if you could show right the structure that you're building really the boss for them, right? And it's all at no additional cost and it utilizes AI. And it does X, Y, and Z. So literally, what I did with Claude, right? I had him interview. I had him write an email to so I interviewed CEO of Oro Concierge COO and their main guy, right, who is like the one who handles everything on the ground. Speaker 2 00:11:28 And then I had Claude analyze, right? So I did via the Teams. So then I downloaded a transcript, right, the DPP file, fed it back into Claude, had it analyze it. And then I said, "Write me what we can do for these guys, " but above all, tell me what only AI could do, which humans could not based on what we're building. And, it gave me the list and I just had meeting with Scott. And he was like, this is incredible. So you want to do something. Speaker 2 00:11:59 Right, where you will analyze what is their current most important thing. That right, come up with a list and then come back and say," This is what we'll do." Yes, Speaker 1 00:12:12 In fact, Michelle and I are going on tour next over this next couple of months. Okay. Now that she's got her new HR manager in and she's not doing as much the daily content, She and I are going to all the different sites and actually talk to the people on the ground, say, What, is it that we can do to help make your life better?" Sweet. Speaker 2 00:12:29 I love it. I love it. Oh, that's amazing! Yeah, you definitely want to stay engaged with Michelle, yes, right? Because she made it clear she feel and then she replied back. I am sure you've talked to her right and said hey, I mean this is what I mean. But, it definitely was with her that they became a second tier, and we don't want that to be there like they could be not sexy, but they are still. It's so important. I tell everyone when I talk to you, you are most important in my most beloved part, and I am not lying right now. You are right now. Tomorrow it's going to be someone else, right? Yes, Speaker 2 00:13:06 But you want them to definitely not feel left out. Speaker 1 00:13:12 And I really love Believe First and what they do. I like Sharp Right, but Believe First is close to my heart. Speaker 2 00:13:20 Perfect Perfect okay. Speaker 1 00:13:22 I met one of the kids open for potential adoption at Claremont a couple years when I went back. And I was like, you know, my next kid may come from this area. So something I want to keep right. And, then they're moving into a little bit more of what Sharp does as well. That's on their business strategy goals for twenty twenty seven So. They've got growth in twenty twenty seven. Speaker 2 00:13:45 They just need to get through this year this year. Okay, sweet okay, Awesome. Alright, darling. I'm gonna grab my bred. Thank you so much. Speaker 1 00:14:08 Yeah, But they have my keys. Oh, um, I'm gonna go steal some more stuff. Speaker 3 00:14:28 Uh- huh. Speaker 1 00:14:32 Uh, to some some of our members of both and ability services. Yep, yep. Someone goes, they better not ever fire you because I'm going to be. Speaker 4 00:14:46 So upset. Yeah. Speaker 1 00:15:04 I'm not sure if I really wanted my clothes at the house, or if I was just still going to take them with me. And that's worth it as well. Uh, especially when you're using it for the napping and stuff so much. But I will leave that here. Okay, yeah they have my keyss. Yes, I need some sleep. You need what? I need some sleep. So they had. Speaker 1 00:15:35 They had someone come in and say," I am not from here." Speaker 3 00:15:49 And they realized that all of the top authors were from. Speaker 1 00:16:30 Oh No. Let me see what I can do. Marriage cover to work out. Yeah, I saw your e- discovery message. Uh, and so were you just like, Speaker 2 00:16:38 I mean, Is everything labeled i- nine or i- nine? Or were you able to find everything pretty easily? Speaker 1 00:16:43 I used the. I downloaded a sample. Speaker 1 00:16:47 And they were. Speaker 3 00:17:32 On June seventh, we want the ability for seven. Speaker 1 00:17:35 My wife and I will be there as well. Uh, grandmother, and she's constantly with them. And my best friend can't go. So I was like, let me take grandma instead. Now do you have a new kid? Not yet. Not yet coming soon? Coming soon We're being patient. I need to get through it right now. Speaker 3 00:18:11 Well, It was good to see you. I still want to connect with you at some point. You have a good day, which is rare, I'm sure. And I did get the speaker presentation. Speaker 1 00:18:28 From the email that was sent to me. Oh, I'm going to send you more stuff. Yeah, yeah, I need. Speaker 1 00:18:38 So we can make it. We can lay down this second row. Uh, yeah. Okay, you got my peace? Just hit it twice. Speaker 3 00:18:52 Make noise when that's when you're making your move? Yeah, we already kind of decided to move stuff around. We were making executive decisions. Speaker 1 00:19:18 Delivering good news and bad news. I think over a hundred thousand on the budget this year for SCHARP. Oh, okay. There's a handle here. You just push it forward towards the you yeah, okay. Yep, And then you push down, but although the child's seat might be a little uh, there's a lever underneath. Speaker 1 00:19:47 And now push up and down. There's a little on it. Yeah, my kids. My kid refuses to uh put things back where they found them. Speaker 1 00:20:28 I have will. Speaker 1 00:23:25 Thank you for my pillows back.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=3e1f7df7-09ea-451a-8c36-01cb88bce9af&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MDUzMjk2MSJ9.CgoKBHNuaWQSAjY0EgsI1sK0lb_0oD8QBRoMMTA3LjIwLjU1LjE4KixDVGRjSTFvV1FHQjBXUm83K1JndFoxNGoyZCtCeUUydHdtZmg4eUNhL2pRPTCaATgBQhCiGh_sq8AAEMV5TOeyb4iAShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.AdAv_ycHN5xEx1rFM-0b3zuTtIepa4Riwko8V9ydwFc&ApiVersion=2.0	—▾	Send IT survey to all staff next weekDefine development timeline, milestones, and rollout plan for the AbilityFirst BOSConduct tour of all Believe First sites with Michelle to speak directly with staff+2	✓	—▾	—	—	—	—	—	✓
07-07 Meeting: Workforce Capacity, Onboarding Automation, Network Standards, Inventory Control, Finance Tools, Client Pipeline, Vendor Expansion, Litigation Holds	## Meeting Information > Date: 2026-07-07 11:31:05 > Location: [Insert Location] > Participants: [Pete] [Speaker 2] [Olivia] [Vlad] [Chris] [Mike] [Speaker 5] [April] [Sergio] [Speaker 8] ## Meeting Notes - Workforce capacity and skill coverage for large accounts - Concern: Reliance on the same few experts (Emil, Charles, Chris, Vlad, Gabby) is unsustainable. - Actions considered: targeted training to close gaps, selective hiring, and a vetted third‑party bench for occasional needs. - Priority: Define gaps, training priorities, and criteria for augmenting with external partners. - Productivity reporting and use of Nilear - Background: Nilear has validated time entries and surfaced productivity issues, including a past disciplinary case. - Value: Strong for time accuracy and activity visibility when entries are correct. - Offer: [Speaker 2] can provide an overview in a future session. - Automating user onboarding - Problem: Manual onboarding/offboarding is cumbersome, costly, and sometimes padded; instances of 10–12 hours logged raised concerns. - Plan: Reframe as “Identification of onboarding solution” (Phase 1) to automate parts of user onboarding. - Collaboration: Olivia owns the rock across this and next quarter; [Speaker 2] volunteered to help with automation, recordings, and process improvements. - Next step: Olivia to schedule a meeting with Pete and [Speaker 2]. - Sales engineering standards and network audits - Objective: Standardize customer network setups and implement validation. - Approach: Create SOPs for basic equipment setup and a compliance check process. - Execution: Security team to run quarterly audits; implement standard templates. Coordination between Pete and Vlad. - Inventory control on construction sites - Issue: Received items are not always tracked; time is wasted searching for gear. - Goal: Implement stronger inventory control processes for received items. - April’s operations improvements - Building automation (Phase 2): Finalize spare counts per client; monitor rollout and clear roadblocks. - Admin cross‑training improvement: Enhance SOP documentation and cross‑train all admin members; avoid confusion with data “backup.” - Client agreement master: April to become SME for client agreements this quarter. - Billing validation status: Invoice reconciliation and MRR tracker in place; reduces overbilling and duplicates. - Follow‑up: Pete and April to discuss in their 1:1 this week. - Finance updates and tooling - Cross‑training continuity: Completed coverage for Jane; Q3 focus on coverage for [Speaker 8] during leave. - Cash flow forecasting: Enhance manual model with a simplified long‑term projection. - PTO tracker automation: Automate PTO requests, calendar, and balances primarily for non‑US; consider centralized view with TriNet data for US. - History: Prior PTO automation effort stalled; [Speaker 2] can quickly restart with existing code. - Urgent client support: WSG Gaming - Urgent request from Ross regarding a VM/VMware (possibly F5) issue. - Pete to engage Matthew and Amal; Olivia to alert them. - Customer pipeline and account health - WSG Gaming: Proposal out for managed security; interest reported; Anzor pursuing. - Foothill Family (potential client): Compiling data; target report by Thursday, 2026‑07‑09; aim to present by Friday 2026‑07‑10 or early next week. - Avalon: Unpaid for June as of 2026‑07‑07; verbal promises unfulfilled. Actions: No on‑site meetings, no new projects until payment; continue support only. - AFE: Unpaid and unresponsive; Pete to explore stopping software payments via Sherweb without causing damaging service removal. - Vendor stack expansion beyond Meraki - Rationale: Meraki lead times and limited functionality vs. needs of larger enterprises (e.g., Foothill, WSG). - Direction: Consider Cisco, Fortinet, Juniper; expose team and clients to a broader stack. - Next: Meeting with Fortinet rep at 12:00 after this call; Mike to coordinate with Pete. - Litigation holds and leadership changes at AbilityFirst - Confidential: Termination of Chief Program and Communications Officer; another department head resigned with 48 hours’ notice; investigations forthcoming. - Impact: [Speaker 2] running litigation holds and Microsoft investigations; alerts expected for security team; attorneys involved. - Stability: CEO and key leaders remain; organizational adjustments tied to 2027 strategic plan; projected 15–25% growth; increased HIPAA/DMS rigor due to healthcare partnerships (e.g., Sharp). - Resourcing: Slight increase in tickets due to onboarding; [Speaker 2] to visit sites on Fridays; potential quoting for 2027 planning; aim not to exceed hours. - Credit card on file for client subscriptions - Policy: Stop using company card for client direct subscriptions (except Microsoft via Sherweb); require client‑provided cards. - Status: Outreach to clients underway to update cards on file. - Team capability planning - Mike’s directive: Department leaders to identify capability gaps and clearly state needs to reach target state; keep requests simple and explicit. - Upcoming leave - [Speaker 8]: Expected leave around the week of 2026‑10‑24; will complete September entries before leave. ## Next Arrangements - [ ] Olivia to schedule onboarding automation kickoff with Pete and [Speaker 2]; define Phase 1 scope - [ ] [Speaker 2] to prepare a future overview of Nilear for the team - [ ] Security team and Vlad to define SOPs, audit criteria, and quarterly audit plan; implement standard templates - [ ] Vlad to draft an inventory control process for received items on sites, including receiving, labeling, and reconciliation steps - [ ] April to finalize client spare counts and monitor Phase 2 building automation rollout; remediate roadblocks - [ ] April to lead admin cross‑training SOP updates and schedule sessions - [ ] Pete and April to review billing validation and MRR tracker in their 1:1 this week - [ ] [Speaker 2] to restart PTO tracker automation; coordinate scope and milestones with [Speaker 8] - [ ] Pete to coordinate urgent WSG Gaming support with Matthew and Amal; Olivia to notify them - [ ] Anzor to continue pursuing WSG managed security proposal and report status - [ ] Team to prepare Foothill Family report by 2026‑07‑09 and schedule presentation by 2026‑07‑10 or early the following week - [ ] Enforce no new Avalon projects/meetings until payment; continue support and monitor collections - [ ] Pete to consult Sherweb on safely removing AFE software from billing without destructive impact - [ ] Mike and Pete to attend Fortinet meeting at 12:00 and report outcomes - [ ] Continue client credit card collection for direct subscriptions; replace company card on file - [ ] Department leaders to submit clear capability gap needs to Pete ## 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. Onboarding automation scope and tooling are undefined; decide target systems, measurable outcomes (e.g., hours reduced per onboarding), and a phased timeline. > 2. Network standardization needs documented owners, timelines, and audit criteria; define acceptance standards and reporting format for quarterly audits. > 3. Inventory control lacks a system choice (e.g., spreadsheet vs. asset tool) and process for receiving, labeling, and reconciliation; assign responsibilities and SLAs. > 4. PTO tracker automation requires a clear architecture (non‑US system, US TriNet integration, data flows) and security/privacy review; set milestones and owners. > 5. Collections risk for Avalon and AFE remains high; establish a formal credit/collections policy with thresholds for service suspension and communication templates.	Jul 7, 2026	Speaker 1 00:00:02 Okay, Here is what we need because just like you said, Mike, The the big customers that we're talking about having or potentially adding whether it's these or others down the road. If we don't have a bench, We can't keep going to Emil and Charles and Chris and Vlad, and you know Gabby or whoever all the time, depending on what projects we have or what we need right. It can't always be the same people over and over more so. Um, we've got to have somebody that maintains that. We've got to like we got to look at this as a as a team and say, where are our gaps and what do we need to train for To? Your point, Mike, And what do we need to go and hire for? Or do we embellish by having a third party that we can lean on for certain things that we don't necessarily have enough work for, but we might have work for occasionally, and we can reach out to them when when need to. So. Speaker 1 00:00:58 Those are the things that, you know, we need to have alternatives for. So okay. Sorry, that was a that was a total tangent off of worker productivity reporting, But I, but I totally agree with what Mike brought up and I know there's hands. Vlad, did you have anything more? Okay. And Chris Chris do you have your hand up? So. Speaker 2 00:01:27 Before what we used to do was we would pull those reports from Nilear. And, the reason why I am bringing this up is because and this was slightly before Mike's time, um, We used Nilear to find one of our previous sales employees sleeping on the job. And we were able to prove it through Nilear. Uh, Nilear is really good at Time as long as people are putting their timing correctly, and it's really good at seeing what people are doing. And I can give you guys an overview not today, but a later date. But, it's really good to find out who is actually being productive and who's not being productive, and who's embellishing and who's not embellishing. So just a heads up that that is a very good tool. That was one of the reasons why we opted for that tool, and we have used it in the past to make those judgment calls. Okay. Speaker 1 00:02:21 So Olivia, can I add one more to yours that you can delegate? And I know four is a huge workload, but we talked about automation. I just want to start the automation of onboarding. And and when I say onboarding here, this is user onboarding. So we may not automate onboarding, But we need to understand how we can automate part of the onboarding process because this this manual. garbage we're doing on a on a regular basis is just cumbersome and it's time consuming, and it's costing us way too much money. So, Speaker 3 00:02:59 Yeah, that was on my list of rocks. I was just scared to have four of them, but I'm going to work on it regardless. I think it probably is going to take some time. It might take this quarter and my next quarter. Speaker 1 00:03:12 And and that's that's okay. And maybe I, you know, identification of of onboarding solution is how we should phrase this. Identification of onboarding solution, maybe that's maybe that's the, that's the right part. Yeah, phase one or something but. Speaker 2 00:03:30 Can I volunteer to help Olivia with that? Speaker 1 00:03:32 I am all for it, but what I'm trying to get to Chris is, And and we can take this offline, but when Olivia and I and I think we showed Mike some of this, We're going through a couple months worth of of metrics for one of our clients. We saw on boardings that were that, that had ten and twelve hours logged to one person for onboarding and offboarding, and it was absolutely eye opening and ridiculous. So. Speaker 3 00:04:03 Well, Chris, I need to schedule a meeting with you and Pete about this so. Uh, we can talk about it. Yeah, Speaker 2 00:04:11 I just I want to help with the automation, and the recordings can help you automate. Um, so that's that's what I want to help with just to make. And I think it's a combination. Speaker 1 00:04:20 I think it's a combination of inefficient process and padding. Honestly, I think it's both so All right? Okay Vlad. So we talked about sales engineering process and I thought I think we should add standardization or or what are we calling it? Um. Speaker 1 00:04:39 Customer network standard, standardization review or something should. Speaker 4 00:04:46 Be like an SOP for basic setup of X Y Z equipment and then a process to check it afterwards. Speaker 1 00:04:55 Because it will get well I I think I think this covers both of those, right? Because I think you set the standard and then you start the process of validation. Okay. So it's going to be covered by. By security team, we're gonna run quarterly audits with the network stuff with the. After we're gonna implement standard uh template. Then I guess you and Vlad can get together and figure that out. Yes, sure. Yeah, yep, that's perfect. And did you have another one, Vlad? I can tell him. Speaker 5 00:05:37 Inventory control. Because for example, with my on my construction site, when we receive items, I don't feel they're always tracked correctly, and then we just have to scatter around look for things. So, that's one of the things that I really definitely want to include in my work. Speaker 6 00:05:58 Sorry, I only heard control. What was the first word? Speaker 5 00:06:02 Inventory control. Inventory control. Speaker 6 00:06:05 Uh okay. Thank you. Yes. Speaker 1 00:06:15 The firewall we just sent back for CT homes. Speaker 3 00:06:22 Literally just a week too late. Speaker 1 00:06:24 Yes, that's what I said if we'd known two weeks ago, we could have just kept it and avoided all of this like, We could we could not have worse timing like seriously did not have worse timing? We lost. Whatever anyway okay anything else Vlad I think that's probably enough. Um okay April. Speaker 6 00:06:49 Um, okay. So on my end uh, phase two building automation. We need to finalize the number of spares that we need to. Assigned to each client, and also as soon as I roll this out, I want to monitor if there is everything will run smoothly. And there is no any roadblocks that uh we will encounter um moving forward. So, that's one. And for number two, adding back a process improvement. So uh right now, I've noticed that we need improvement to the current backup process for adding products. That includes the S O P documentation and. Speaker 6 00:07:27 Also cross training each admin member so, you know we we can have a solid backup process. Speaker 1 00:07:33 So when you say backup process, is that cross training? Can you talk about? Speaker 6 00:07:37 Yeah. So every everyone of us will know how to. Speaker 1 00:07:40 Can, we call it admin cross training improvement or something because backup process I, it makes me think of like data backup. And that's my that's my that's my issue, not yours. It's totally because of me, but it's be it's it's because of on the door. Speaker 6 00:08:01 Okay. Yeah, okay. And also number three is client agreement master because Pete, I realized during the few months that I was training with Marvin and just building my foundation in managing the admin team. So each quarter I'm thinking I could train for to be the subject, Matter expert for each admin core function, so I would like to start with client agreements. So. Speaker 1 00:08:28 That's great. Can is now is, are we where we feel like we need to be for client billing validation? Yes, Speaker 6 00:08:43 So far with the invoice reconciliation that we've started. Uh, With you and Tony remembering the M R R tracker that we are sending to monthly. I think that's one of theum safety net that we put in place to, you know, Uh make sure that we're not overbuilding or double charging the clients or there will be no duplicates anymore. So okay. Yeah, it's all for me. Speaker 1 00:09:08 Remind remind me when we have our one to one this week, April to let's talk about that one. Speaker 7 00:09:14 Okay, I'll do it. Speaker 1 00:09:17 Okay, Elisa. Speaker 8 00:09:21 Um, for finance, so number one is eighty barrel a month and continuity. Basically, that's the finance cross training. Uh, we're done with the training for Jane's uh task coverage. So uh for the third quarter, I'll be doing the training to for coverage of my task when I file for a leave. Ah, number two, cash flow forecasting. So we'll be enhancing our. Our current manual cash flow forecasting for a, a with a long term projection model or a simplified ah projection model, And then number three, I am suggesting for a PTO tracker automation, where we automate the PTO request PTO calendar. And. Speaker 8 00:10:09 Tracker to improve accuracy, efficiency and real time balances reporting. Speaker 1 00:10:15 So that is is that for everyone or is that for non US. Speaker 8 00:10:21 Um, For right now, my priority is for the non US, because for the US employees, we do have Trinet. Uh paid time off tracking, but I am considering the possibility of centralizing or importingum reports from Trinet. For centralized view. Speaker 1 00:10:43 Okay. And I know we started to do something with this and then it, I know, Chris started to do something with this, and then it went to Anzor's son, who started to do something with this, and then it kind of came off the rails, and then kind of just went nowhere, I think. So it sounds like we need to start start this one up again. Speaker 2 00:11:05 Okay. Anzor had put a pause on it? But I still have all of the coding and stuff to spin it back up pretty quickly. Speaker 1 00:11:15 So Ross just sent a note that said he needs some help ASAP. I don't know what he needs help with. Who? Can we get. Speaker 1 00:11:36 I'm gonna see if Matthew. Olivia, I'm gonna forward this to Matthew. Um. And. Speaker 7 00:11:49 Uh. Let's. Speaker 1 00:11:54 See, I don't let me see, hold on, I'm sorry, this this just came in, but it's urgent. Let me let me handle this really quickly. Speaker 1 00:12:23 Let's See if Matthew and Amal can help. Um. What client is it? Pete? This this is for this is for WSG Gaming. Okay, Speaker 3 00:12:34 I guess they changed their name now, huh? Speaker 3 00:12:38 Okay, I'll send them a heads up that you're sending them an email. Speaker 1 00:12:48 It's a VM. Sounds like it's a VMware issue. Uh, but could be F5s. I don't know. I don't know what the issue is, but sounds like they need he needs some serious help. Speaker 1 00:13:08 Okay. Uh, okay. I think we're good with with our ROCs. All right, so let's go back to go to IDS and let's add one more um, Let's add one more quick uh customer update for me and I'll. Just give a quick status on a couple things. Speaker 4 00:13:38 I mean, I'd like that vendor expansion. That was something Jason was working on before he left. Speaker 7 00:14:15 Oh, I'd like to add one. Okay, Speaker 1 00:14:31 So Chris, you want to start with the leadership changes at Ability First first? Speaker 2 00:14:35 Yes. Um and guys everything that I'm telling you right now needs to absolutely remain confidential. Um, So, just a quick heads up on that. Um, Last week, they terminated. Well two weeks ago, they terminated Jeremy, who was the chief program and communications officer. So, he is the guy that was ahead of all the programs at Ability First. He was in charge of all the fundraising, all of that and they terminated him for cause. Um there. There were some issues. I I know a little bit about what was going on. I had to participate in it prior to me being out. Speaker 2 00:15:12 Um, with that, There was some other issues where the head of LL Frank uh submitted his resignation and only put it forty eight hours out. Um, and that happened last week. And, there is some concerns there are going to be some investigations happening in regards to um the second person. So Anton, a quick heads up for you. You're going to see a lot of alerts coming through from me because I'm going to be running uh, some litigation holds. And some investigations within Microsoft, so you guys will see that I already started that today. Logged in COP1, so just make the team aware. But with that, There may be some other people leaving the organization within the that are head of departments within the next couple months, based on what happens within that investigation. Now, that being said, Ability First is on stable ground. CEO is staying. So Sergio is great. Speaker 2 00:16:10 Sean is staying, Carl is staying. They're bringing Lana up within the organization and she's fantastic. I love working with her. Um, and so that's going to be really good for Ability First. However, This is going all the way up to the board level. And with that, we're going to be making certain changes coming through um as it as it comes back to the strategic plan for 2027 Now. With all of that happening, they're trying to put the right people in the right seats. Um and with that, they're going to have some growth next year, some massive growth. Um so they're looking at anywhere from fifteen to twenty five percent in growth, bring in new departments. They're going to they're working with Sharp um and starting to work on mental health aspects and bring in therapists and doctors uh from that organizational standpoint. So their HIPAA requirements are going to get more stringent, DMS is going to get more stringent things like that. Speaker 2 00:17:08 That's happening, so I want to make you guys aware of that. Um, They are going to be pulling a little bit more of my attention over the next two quarters, but not where we're going over in hours, but just more strategic planning, which is what we wanted in the first place. So I want you guys to be aware of that. Over the next six weeks, which Anton I cannot thank your team enough for this getting Sharp ahead of schedule on the security aspect is actually positioning me better. So that I can handle and get more into the weeds with Ability First. So, with that, I am going to be visiting sites, probably on Fridays to work with the team, To get in with the program, directors and others to work on different strategic initiatives. And we're also going to look at bringing AI into Ability First. So, The reason why I want to let you guys be aware of that is Pete, you are going to see if I am not available, you might see some more hey I need terminate this person now. Speaker 2 00:18:06 Um, I do have a list of people I am putting on litigation hold. They cannot be informed of that because we are going to be investigating. Um, But I want to make you guys aware of this because you might hear some of this coming through. Mike, I know that you are my backup on certain things with Ability First unofficially. Um, I might be bringing in for more quoting and stuff that won't happen for twenty until twenty seven. So it won't get approved and won't be purchased until it's twenty seven, but we might queue up some quoting and stuff like that for them. So I want you to be aware of it, Olivia. They may increase tickets just slightly, but it's going to be more from the onboarding. So within that, I am trying to automate the ability for a Scrum board. So that's going to be happening in the next couple of months. And in April, there might be some months where I just reach out to you and say, "Hey, excuse the over twenty hours if it's under five." Um so okay aware of that. And then Anton for you is mostly just you are going to see alerts because I am going to try to handle what I can myself. Speaker 2 00:19:05 Uh, without trying to add more to your team, but it's going to be investigation stuff. So we are going to have attorneys coming in. So, just heads up for all of you guys. Speaker 4 00:19:16 Okay. Okayum I'll keep mine short, we only have ten minutes. So um technical ability I just want to state to the entire team and look at we're the leaders of each department um identify where we need to be. And even though we're not currently there yet, make sure you articulate to Pete or. Anyone else, what we think we need to get there. We need to just call it out and identify it, so that we know what changes we need to make. That's why we keep it super simple. Speaker 1 00:19:52 Okay, real quick from a customer update perspective, Anzor is still tracking with WSG Gaming to see if they we have a proposal out to them for a security managed service. Anzor's still pursuing that with them. I think they're interested, so we'll find out what they come back with on that one. That's a potential large one. The Foothill Family, potential client, We are finalizing and compiling the data that we have assembled and intend to have a report ready for them, hopefully by Thursday. Speaker 1 00:20:34 And, hopefully, we'll be able to present to them by Friday or early next week. Those are the two, large opportunities on the horizon. We'll see what happens and what comes out of those and we'll go from there. The the other thing I just wanted to let everybody know and I don't really understand what's going on. But with Avalon, met with them in person a couple weeks ago, went really well but. They haven't paid us for June, and it's already July seventh. And they've given us the verbal thing saying, "Yeah, I told them to pay you forty thousand dollars on, you know, June twenty sixth or something." And I've asked now twice what's the status, and I've gotten nothing since then. So here we go again. So I don't know. i've i've asked I've asked that we don't send Ryan on site any longer. And Mike, if you've told. Speaker 1 00:21:29 No more meetings. I appreciate that we're not going to stop supporting them yet, but no more projects, no more anything until they do something. I'm tired of hearing," Oh, we're going to be in a better financial position at some point," and blah blah blah. It's just like pay us at least the minimum. So okay, so that's the latest with that vendor expansion. Speaker 4 00:21:54 Yeah, just another quick thing we have to, Um, Expand the number of products that we use to support our customers because right now, especially with Meraki, the lead times are just killing us. And so we need to be bringing in, in my opinion, more large corporate business technologies. Meraki's considered SMB. Right? Because it's just easy to deploy, but they're really it's minimal. Its functionality is is low compared to other products. So um this is coming from the account management side. So I'll let the technical team decide what we go to but. Speaker 4 00:22:25 If we're going after the foothills, the WSGs and these other like large organizations, they they don't use Meraki. They don't use this type of equipment. So we need to start practicing with our clients having a wider vendor stack. Speaker 1 00:22:39 Yeah, We either need to go to something like a Cisco or a FortiGate, or you know, Juniper or something, something bigger that, that we can can expose our team to and expose our customers to I think. That's like a true Cisco solution or true Fortinet or something, right? Speaker 4 00:22:57 Yeah. So we have a meeting after this, so I'm just letting the team know. Speaker 1 00:23:03 See what comes out of that one. Speaker 4 00:23:04 Yeah, Pete, I'll run through you, but yeah, Speaker 1 00:23:06 You'll have to if you want to be then that you can. So we're meeting with uh because Jason was going to be in it, but he's he's not now. But we're meeting with the supposedly the Fortinet rep. To see what they can offer us. It's right after this at noon. Speaker 4 00:23:26 Yeah, so block focus is getting around Friday. Speaker 1 00:23:29 Sure, no problem. You can listen in if you like or not. I'll forward it to you, and you can call in and listen in or what? Okay, Uh also, by the way, AFE, just for the record, we're gonna. They still haven't paid. They haven't they've gone radio silent on us too. Um I am gonna try to cut off their software. As soon as I can, so we'll see what happens with that. Because we're paying for their software and they still haven't paid us, so now I'm going to stop paying for their software. That might shut down their email and everything else, but I don't want to. I don't want to have it where it removes everything for them because that's that's like damaging. So I got to talk to Sure Web and find out if we just stop paying what's going to happen, but um, I'm going to see what we can do to remove it from our account. So yeah. Speaker 6 00:24:19 Details, send Jen a bit link from Sure Web later. Speaker 1 00:24:22 So okay. Credit card on file for client subscriptions. Speaker 6 00:24:26 Um, this one's uh, I think I just want to reiterate this one because I think Anzor already shared this that we should no longer be using the Crimson IT card forum subscriptions, except of course, for Microsoft licenses or anyum subscriptions that being managed through Sure Web. So since we're not marking up the use of our credit cards, and we're not. Eating anything, by uh by our clients using our credit cards. So moving forward for any subscriptions or direct subscriptions, Uh we will be requesting our client to provide their credit card info, so we can set it up. Um so. So I thinkum. Speaker 1 00:25:07 Should we go back and ask our clients for that now or not really? Speaker 6 00:25:11 Yeah, I think when Anzor mentioned thatum Christi startedum reaching out to clients to. Provider credit card. So I think he already startedum changing changing the card and file so. Okay. Speaker 1 00:25:28 Okay, does anyone have anything else? And Alere, just for everybody's information, when are you planning? And I know, everything's up in the air, of course, depending on everything. But when when are you scheduled, when are you scheduled to uh to be out? At this point, somewhere sometime in October, I think right. Speaker 8 00:25:51 Uh yes, sometime in October. Uh the estimate is sometime in the week of October twenty fourth. But uh I guess I have to take an earlyum leave, so as but I willum complete the September month entries before filing my leave. Speaker 7 00:26:14 Sure okay Okay. Speaker 1 00:26:19 Anybody have anything else for the team for today? Okay, well thank you all. Have a wonderful week. Thanks for everything you're doing. Let me know if there's anything you need from me. Have a great week. Thanks. Speaker 6 00:26:36 Thanks everybody, guys, bye guys, bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=e62a767c-808d-4094-98f1-15078c62641d&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MzQ1NDQ5MCJ9.CgoKBHNuaWQSAjY0EgsIyN2z_oWZrj8QBRoLOTguODEuMjMuMzUqLDRmMTdveHdodmFMQm1ZdjY0WGt6ZERSdEVWcktEWTZJVXhjS2NvYzRxT0k9MJoBOAFCEKIlAhxQIAAQ4BuHxE1pBtJKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.uQmqds0TREJ1ep4ob5joiTUCUmlCIZYlHc5ecgNcX7M&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	—	day-verified 2026-07-16 (7/7 = 9.59h)	—	—	—	✓
07-06 Meeting: Cybersecurity Assessment and Vendor Involvement	## Meeting Information > Date: 2026-07-06 14:30:10 > Location: [Insert Location] > Participants: [Christi] [Speaker 2] [Speaker 3] [Speaker 4] ## Meeting Notes - Topic Title: Overview of Fairfield’s Cybersecurity Assessment and Vendor Involvement - Fairfield is undergoing a cybersecurity assessment tied to a potential investor. - The assessment is a data discovery questionnaire based on NIST version 1. - Baker Tilly is performing the assessment; Fairfield has completed the questionnaire and evidence submission. - A final closeout meeting will include vendors to address targeted questions. - Crimson IT is identified as a third-party provider involved in provisioning. - Most questions will be handled by internal IT (Speaker 4 and Nick Boudrom); vendors may receive 1–2 questions. - No live audits or document pulls in the meeting; it is Q&A based on an Excel questionnaire. - Speaker 2 sent the questionnaire to Christi with relevant questions highlighted. - Christi confirmed receipt and availability after schedule adjustments. - Conclusion: Vendors will attend a one-hour Q&A session to confirm previously provided information. - Topic Title: Areas of Concern and Sample Vendor Questions - Focus areas: cybersecurity policies/procedures, payment policies/procedures, incident response, BCP/DR, secure email configs, MFA setups, managed services agreements. - Questions flagged for third parties include: - Use of outsourced cybersecurity/IT service providers (Crimson IT included). - Existence of formal agreements/contracts with third parties. - Vendor assessment/evaluation processes and review frequency (annually or upon renewal). - Data protection practices: handling Fairfield data, copying/uploading to systems/cloud. - Awareness and clauses for incident breach notification and vendor-related breaches. - Certifications/accreditations (ISO, SOC 2) and in-house cybersecurity training. - MFA presence and response to forensic incident/breach. - Conclusion: Vendors should prepare concise confirmations aligned with the questionnaire. - Topic Title: Logistics and Preparation for the Closeout Meeting - A one-hour multi-vendor call will finalize the assessment Q&A. - The Excel sheet contains all material; vendors will receive copies to prepare. - No over-the-shoulder checks; all policies already provided. - Christi stated their team handles such assessments routinely. - Conclusion: Preparation involves reviewing highlighted questions and readying brief answers. ## Next Arrangements - [ ] Review the Excel questionnaire and highlighted vendor questions before July 8, 2026. - [ ] Attend the one-hour Baker Tilly closeout Q&A meeting on July 8, 2026. - [ ] Confirm the existence and details of Crimson IT’s agreement with Fairfield (term and review cadence). - [ ] Prepare statements on data protection practices and breach notification timelines. - [ ] Provide any relevant certifications/accreditations and training practices. - [ ] [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. Exact breach notification timeframe from Crimson IT to Fairfield was not specified; define SLA (e.g., hours/days). > 2. Clarify whether Crimson IT copies or stores Fairfield data on its systems or in the cloud, and under what controls. > 3. Confirm current certifications (ISO, SOC 2) and provide documentation or attestations if applicable. > 4. Validate the vendor review frequency (annually or upon renewal) and identify the owner responsible for these reviews. > 5. Ensure MFA configurations and incident response procedures are documented and aligned with Fairfield’s policies.	Jul 6, 2026	Speaker 1 00:00:14 Hi, Christy. Hi, Alex. How are you? Good. How are you? I'm good. Speaker 2 00:00:23 Kids just waiting for uh he's to join. Speaker 1 00:00:27 Okay, I'm gonna go off camera. It's my first day back in office in over two weeks Oh. Speaker 3 00:00:36 Welcome back. Speaker 2 00:00:42 Probably had a busy day, huh? Speaker 1 00:00:45 Very busy day. Speaker 2 00:00:49 Well, thanks for taking a little time out for this one. No worries. Shouldn't be long. Shouldn't take long. Speaker 2 00:01:44 Alright, he'll be joining here in a second. Speaker 4 00:02:05 Hi, Jesus. Hello Good afternoon, everybody. Speaker 1 00:02:11 How's everything going? Speaker 4 00:02:14 Doing good. Doing good. Good. Got uh, you sharing my screen here? Okay. Got this moving. Opened. Speaker 3 00:02:29 In out there. Speaker 4 00:02:37 And can everybody see the screen? Speaker 3 00:02:39 Yes, yep, Okay. Speaker 4 00:02:42 Well, we'll keep this short and sweet. Basically, Fairfield is going through a cybersecurity assessment. It's a data discovery questionnaire based on a NIST version one framework. Okay. And, this is in relation to a potential investor that is looking at Fairfield as a partner, and they requested for an audit be performed on Fairfield. Uh, The company by the name of Baker Tilly is the one that's in charge of performing the assessment. Um, Fairfield already completed the assessment, provided the evidence and completed a questionnaire that was provided by Baker Tilly. But as part of the closeout project for the assessment, they do want to have one last meeting with the vendors included. Okay. Um. Speaker 4 00:03:39 That being said, um. Fairfield uses third party, uh, cloud applications. Right and uh. I know that your company is part of an important process, which is the provisioning process for Fairfield. Um, the the areas of concern are the cybersecurity policies and procedures, payment policies and procedures, incident response, BCP and disaster recovery, secure email configurations. MFA setups and managed services agreements. So, all the data policies have been provided already. Okay. There is a survey also tied to this, which is basically a thirty question survey. And from this section right here, not all of it I think it's relevance to Crimson IT. There's just a couple questions that may be floated your way. Okay. Speaker 4 00:04:38 The majority of the questions will be basically fielded by myself and Nick Boudrom. But, the few that are related to third parties are flagged with a third - party vendor section. Are easy, like for example this one, right? Does your org leverage the support of a third - party outsourced cybersecurity and / or IT service provider? That case, Crimson IT is one of them. Okay. Then if yes, is there a formal agreement contract in place with the third party? And I know that we do. Yes. Um, another one would be if a third party IT service provider utilized, Are they assessed or evaluated to confirm that they can provide the necessary expertise to assist the org as needed or meet terms of their agreed upon services? How often are these reviewed? Speaker 4 00:05:36 Have a formal review process in place as part of the ongoing vendor management. In this case, we answered uh yes, there's an agreement and it's reviewed annually or or upon contract renewal. That's that's our answer. But again, they they may ask the question of do you have an agreement? How long have you worked Fairfield? Um and also questions related to these questions. Uh sections. For example, how does how did. Does your company protect Fairfield data? Do, you copy data onto any systems uploaded to the cloud and questions of that nature? Okay. Just to assure Baker Tilly that Fairfield is a serious partner, and it takes cybersecurity very seriously, there's not going to be any blatant omissions or negligence on Fairfield side. Yes. Okay. Speaker 4 00:06:32 That that's basically what we're looking at. So another question would be like, for example, third party vendors, right? How are you becoming aware of vendor related breaches? Are you aware of the contract clause related to incident breach notification? So in this case that would be for like if Crimson IT were to be breached or a cyber event. Um, how quickly would they notify Fairfield? Yeah. So it would be Kind of like one of the questions that could potentially be asked because the majority of this will be answered just by internal interview IT staff. And if there's any clarifying or complimentary questions, then those make it fielded to vendors. Okay. Pretty much there's going to be a lot of vendors on that call, So the likelihood of any one vendor getting more than one or two questions are very low. Speaker 4 00:07:32 Just an FYI, And it's all going to be related to the the material that's in this Excel sheet. Okay, gotcha. That being said, We can make sure you get a copy. Yes of this with the answers that we provided. So that you can prepare and be ready for Wednesday. And that's pretty much the extent of it. I mean, it's just closing out the assessment and uh, They may ask a question like, Do you have any certifications on your side? Are you ISO certified or SOC two or any type of trade certifications or what they call them accreditations. Speaker 3 00:08:15 Okay. Gotcha. Speaker 4 00:08:18 Accreditations. They may ask about your cybersecurity training in house, how that's performed often. Do you have an MFA in place? How would you respond to a forensic incident breach, as stuff like that? That's already in this questionnaire. That's all. Not a problem. That's pretty much it. Yeah, it's pretty easy. I mean, It's just confirmation of some things they want to go with, make sure there is vendors on the same call. And just like spot, check a few things and close it out. So. Speaker 4 00:08:55 That being said, We can we'll send you a copy so you can review the questions and prepare for Wednesday. And that's pretty much it. Any any questions for me or Alice? Speaker 1 00:09:08 Okay, no questions. We do this all day every day. Speaker 4 00:09:13 Yeah, I mean it's nothing out of the ordinary. Speaker 2 00:09:15 I just uh thend I just emtheiled you the the copy of the questionntheire thend highlighted the uh the questions ththet he wthes referencing. Speaker 1 00:09:23 Okay, gotcha. Speaker 2 00:09:25 And you did receive the invitation from Baker Tilly? Speaker 1 00:09:28 Yes, I had to rearrange some of my schedule, but I should be there. Okay, thank you. No worries. It's my first week back from being off for a couple weeks. Speaker 4 00:09:46 You came back and that's already an audit in the way it's okay. Yeah. And, we don't expect this to be any really that difficult because there's going to be a lot of vendors on that same call. We just have one hour. Yeah. There's, there's not going to be any type of over-the-shoulder thing like go check this, check that, pull up your policy. None none of that is in scope. Everything's already been provided. It's more of a I have a question regarding this, How does your company do this or is ask and answer based on the questions? Speaker 4 00:10:21 On that Excel sheet. Speaker 1 00:10:23 That'll be easy. Speaker 4 00:10:26 Okay, well, if there's anything else, I think that's it. I mean, okay. Thank you. Okay. Speaker 2 00:10:32 Perfect. Alrighty with thank you, Speaker 1 00:10:34 No worries. You guys have a great week and I'll talk. See you guys on the call All right? Thank, you Thanks Bye-bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=12b9c74f-7f94-4bbc-b42f-86942df16a38&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDA1Mzk1NiJ9.CgoKBHNuaWQSAjY0EgsIvKbJ2v31sD8QBRoMNTIuMy4yMzEuMjAwKixrLzcwTTlhTUZTL1dHNDhudUhnM3lsOUtQVmRob0wrVmh5VU5VaUVHYzdJPTCaATgBQhCiJz3OeXAAAPYYoBF3l-0CShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.c02jgvNN0NJERd8QIr65g3sfHjtbxZ6ImvpTgUaljtA&ApiVersion=2.0	Processed▾	—	✓	Client Work▾	—	day-verified 2026-07-16 (7/6 = 11.12h)	—	—	—	✓
07-20 Weekly Meeting: SCHARP Account, System Management, and Client AI Training	> Date: 2026-07-20 > Location: [Insert Location] > Participants: [Christi] [Sergio] ## Meeting Notes ### SCHARP Account Update - Christi met with SCHARP’s executive leadership; they’re pleased with progress. - Contract finalization is pending a reply from Dr. Barbara. - Current computer count: 394. - They are paying $8,000/month for an additional resource. - The contract will be revisited if the computer count exceeds 400. ### System and Inventory Management - Robert is onboarding the remaining 47 machines using a new inventory sheet. - A report from the week of July 12, 2026, indicates active machines in RMM. - Confidence in the counts is about 80% due to remote employees not regularly using their laptops. - Christi will send an all-employee email asking staff to power on laptops for updates to improve tracking accuracy. ### Client Training and Development - **Carney Properties:** Christi has three 2-hour generic AI training sessions scheduled for the week of July 27, 2026. - **AI Training Content:** - Christi is developing client-facing AI materials, including content for Claude and Copilot. - She is tailoring training with client-relevant examples based on their typical documents. - She will share a prompt cookbook and other handouts with a client. - **Video-Based Training:** - Christi is producing training videos in Camtasia Studio covering AI, Microsoft apps, security, and MFA. - This responds to client requests for pausable practice videos. - She plans to work on these in the evenings from home. ### Personal and Administrative Topics - Christi discussed mid-August time off to take her daughter to college on August 19, 2026. - She chose not to take the full week to stay on top of work. - Christi will dedicate the rest of today to the "abilITy" account. ## Next Arrangements - [ ] Christi to send an all-employee email asking staff to power on/use laptops for updates to improve tracking accuracy. - [ ] Christi to focus the remainder of today on the "abilITy" account. - [ ] Christi to share the prompt cookbook and handouts with the client. - [ ] Christi to send Sergio a link to her client training materials. - [ ] Christi to create training videos in Camtasia Studio (AI, Microsoft apps, security, MFA), working on them during evenings from home. - [ ] Robert to complete onboarding of the remaining 47 machines using the new inventory sheet and confirm RMM reporting aligns with the July 12, 2026 report. ## 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. Finalization of the SCHARP contract is pending Dr. Barbara’s response; no follow-up timeline was set. > 2. It remains unclear whether Carney Properties will adopt Claude or Copilot following the generic training. [EOD sweep 2026-07-27] Christi/Pete weekly 1:1 (mis-titled by Plaud as SCHARP weekly): SCHARP ELT satisfaction + contract answer pending from Dr. Barbour, 394-computer count vs 400 threshold, ~80 machines in office inventory, August time-off replan (taking Dom to college 8/19, reducing planned week off), training video production (Claude/Copilot/Power Automate) for clients. Covered by existing check-in entry 880285.	Jul 20, 2026	Speaker 1 00:00:03 Hi. I am good. I got through my weekend, and I came back to work to escape my weekend. It's, I came back to work to escape my weekend. A kid turned eighteen, Dom turned eighteen yesterday, so we had a very busy day. Um, I i thought I put in for my time off for uh mid August, and apparently I thought I did and didn't. Um, but it's taking her to college, and I think we had talked about it. Um, I had asked you in advance could I take the entire week off? But given how much I've been out, I don't want to take the entire week off. Um. Okay. Speaker 1 00:00:57 Uh, it got changed August nineteenth. She had to reschedule her stuff. Um, so I was going to take off that entire week, But looks honestly, I don't i I don't feel like I am catching up like I thought it was. And I want to get things back on track. Um, And I don't want to take time off in the middle of me, trying to get things back on track. SCHARP is going really well. Uh, just had a meeting with their executive leadership. They're all happy, things are moving the right direction. They're trying to get an answer. Oh no, they're satisfied. Yeah. Speaker 2 00:02:38 Yeah. Three eighty. Yeah. Mm- hmm. Yeah, Speaker 1 00:03:02 It was an email, and in the ELT meeting just now we actually talked about it. Um, And so he wanted to make sure that or they wanted to make sure that I knew that um they knew it was happening. They're going to keep on Dr. Barbara to uh reply to me and um get that answer for us as soon as possible. See if I can find that one. Speaker 1 00:03:42 A hundred and twenty. Uhhuh. Speaker 1 00:03:60 Uh. Forty seven, uh. I had all that pulled up the other day. Let me. Speaker 1 00:04:14 We were three ninety four computer count. Yes, they're paying eight thousand a month for the extra person and. Speaker 1 00:04:44 Yeah. Sorry, I made an executive decision that one. I said, I'm sorry, I made an executive decision that one. I was trying to protect your golf. If they exceed four hundred is how it was going to write it. Then we then we would uh revisit. Speaker 1 00:05:52 Okay. We did not um they wanted to what we talked about is they they brought it up. They wanted to assure me that they are aware, and they're going to try to get me an answer as soon as possible, so that I can get a contract over to him and sign. And that came from two differentum team members that weren't, they weren't together. When each one told me, there were separate conversations. Speaker 2 00:06:26 If that makes sense. Speaker 2 00:07:43 Okay. You. Speaker 1 00:07:57 Want me to pull it up real quick for you? I know how to get it fast. Speaker 1 00:08:13 I like, you know, I do that every now and then. I'll say ServiceNow instead of ConnectWise. I just spent way too long in ServiceNow as an admin. Here you go. Uh, the last invoice is right here. Speaker 2 00:08:46 Let me make that smaller. Yeah. I will. Speaker 1 00:09:10 Yes, I will. I will actually spell that out. Speaker 2 00:09:56 Yeah. Yeah. Speaker 1 00:10:03 And Robert, since Robert has a new inventory sheet, He's actively working on trying to get those last forty seven machines into um into the system. Yes. So this is a report we all three worked on last week, Um and so this is what we had in RMM as of this of 7/16. These are the active machines that have been seen and logged me in in the last 30 days. That's still not in RMM. And so this is the total count, which is very close, I mean to what my previous numbers were. The one thing we're seeing is people out in the field will pull their machine out and log in once every couple months. So we're trying to get that part. That's the part where we're a little iffy. Okay. Speaker 2 00:10:58 Okay. Yeah. Speaker 1 00:11:12 Okay. And I mean, we're pretty confident in those numbers where, I'm gonna say we're about eighty percent confident, just because of the remote employees that aren't utilizing their laptops as much. Speaker 1 00:11:27 So, I do have an all employee email. I got to send out from IT this week, And I'll put an ask in there for anybody that's not using their laptops that much to please pull IT out this week and make sure updates are getting installed. And that'll get them back online. Yeah, so I am going to do that. Um, I am going to spend the rest of today concentrating on abilITy because they need love and I've. Need to concentrate on them this week. So, everything is good. Um, yeah, I have Carney Properties training next week. I have three sessions wITh them, two hours piece and then I've generic AI. So IT's generic AI because they haven't decided on what systems they want to go to. Speaker 2 00:12:33 Yeah. Yes. Speaker 1 00:12:40 So what uh? No, I am not going to do it for you right now. Um, What I am going to do though is I am going to send you over. Um, I am gonna send you a link so that during your free time, you can take a look at it. Um, this is where I keep all my training for clients andum so. AI tools right here, my Claude, my Copilot. Ignore "Hey Gen Training" because I am taking that out and then my multi-tool. So Carney's, AI University and what I wrote like I did this one started building this one out for them at the end of June. Not yet so Jason and yeah. Speaker 1 00:13:41 Yes. Yeah, we. We have we have a running email going back and forth. Um, I'm, he currently asked me to push some things through RMM and I'm doing that for them and I'm going to reply back this afternoon once it's completed. And uh, he's I promised him I'd send over today as wellum some of the the prompt cookbook that I created and some of the handouts that I created. So. Speaker 2 00:14:45 Yeah, now. Yeah. Yes. Speaker 1 00:14:56 But, we didn't even get ten minutes into the training before she interrupted, and the training went off the rails, So you know, I didn't even get a chance to follow, and everything they asked for was in my original training with the exception of two things, so, Um, cause it was already they were looking for ways of, you know, the one ask that came later much later was project management. The rest of it was how do I do email and scheduling with Claude? And you know things that are already in my normal training. So I think my biggest problem was I didn't include samples of the of the information that's more relevant to them. So I used examples but not. Speaker 1 00:15:42 Relevant to them examples. So rather than showing how to create a document, what kind of documents are they creating? Does that make sense? Speaker 1 00:16:46 Three different groups because not everybody could attend the same segment or it's the same training date. So, we're doing three across the board and then um from there, uh if they want I've promised them an extra two hours um if they want some additional training on either Claude or Copilot once they make a decision. So um right now. He's been fairly happy with us. He's just more happy that I've been more accommodating with them pushing around the schedules. So, um, now that being said, Something I am actually doing and I am working on at night is like the Claude training right here. So here is DTla's training. Um and then I rebuilt some things here based off of their comments today, Um because I wanted to make sure that i just improve what my process and all of this. So i was working on that this morning. Speaker 1 00:17:39 Trying to rebuild, but you can see like t here is my default training series. I have my decks, my scripts, all of that. I am going to build these in the Camtasia Studio editor that I bought. I sent you one; it's like the first pass of editing. Did you watch it at any point? The video I sent you, the training video that I created. Speaker 1 00:18:10 I think it was on Nylear. Um, but I'm going to here's what I'm going to create through Camtasia. So basics prompting different roles like H R, finance, uh grant writing things like that. And then um what's new in A I? And so this is what I wrote a couple weeks ago. I'm gonna start building these trainings soon and I'm gonna see if I can find they made an animation for me years ago for Crimson. Im gonna see if i can find that to make my opening. Speaker 1 00:18:40 My opening stuff for it. And, it won't take me very long because this stuff I've done in my sleep in the past, So I'm trying to do these at night from home, where I have the setup already set. If you're good with it, and then that way you guys can put them wherever, but I'm doing it on Claude. I've got Copilot. This the default one for them. Um and it's just based on prior training based on different things with different clients. I am also creating them for not just AI, but Microsoft apps, security and MFA things like that. I think the one I did for you is Nylia. And then I've got a Power Automate that I am working on. This is the Power Automate that I started working on last week. So, um, I think that might help with some things because we have some clients that. Speaker 1 00:19:39 They don't do well with in-person trainings. They want videos where, and this has been mentioned to me multiple times, they want videos that they can stop, do some practice things, and then start the video. Which I 100% understand. People learn differently. So anything from you? I know this wasn't supposed to be a one-on-one but. Speaker 2 00:20:16 Okay. Okay. Speaker 1 00:20:23 I doubt it will because we got eighty machines sitting in here in this office. Well, less than eighty, but'cause he's been working on them, but my last count three weeks ago was at eighty. So I don't think it's gonna go below. Pete, As always, you're amazing and I can't wait to see you in a couple weeks in person. So you can meet my kiddos. So.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=32ae4271-5327-4d21-8250-94ee77f1f63c&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDU4MTcyNCJ9.CgoKBHNuaWQSAjY0EgsIvOa8v5epsz8QBRoNNDQuMjIyLjE5Ny44NiosaEI3K1QvL2lleXAyVWp0K1hSTnZlRGkwZWM2WnlJNWlCVVRZYlU5Mm8rcz0wmgE4AUIQoik1IB7wAAD50J27dMlDaEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.F1crUjqvRbvMzTH_i94CCPKNOufbXSg_kzPwnwUilD4&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	Crimson IT	covered by 880285 (0.25h, ticket 956831)	ticket 956831	2 - Internal Operations/Meeting Recordings & Transcripts/Crimson/Meeting Transcript - 07-20 Weekly Meeting SCHARP Account, System Management, and Client AI Training.txt	—	✓
09-02 AI Training for Foundation Stalled by Lack of Specific Use Cases	 ## Core Synopsis The client is a teaching-focused foundation with a split tech stack (half Google, half Microsoft) and heavy alumni communications needs; the engagement’s leverage hinges on producing organization-specific AI use cases, but progress is stalled because the client has not provided concrete examples, and prior assumptions about “grants” were wrong. Training delivery is bifurcated: one custom session already executed and six generic sessions attended; the promise is tailored, name-branded content, yet the content engine lacks inputs, forcing the Trainer (Christi) to chase requirements and recalibrate scope from grants to communications and cross-suite workflows. The stakes are credibility and adoption: without client-specific scenarios aligned to their dual-platform reality and alumni outreach, the training risks being perceived as generic; with targeted examples, the program can demonstrate immediate utility across Google/Microsoft and unlock AI-driven communication workflows. ## Training Program Reality and Gaps - Engagement Context and Scope - The Foundation conducts educator training (principals, teachers) and manages alumni communications. - Tech environment is fractured: approximately half the staff use Google Workspace, half use Microsoft 365. - Training assets exist in two categories: one org-specific session delivered; six broad client trainings attended by the Foundation. - Current Constraint: Missing Use-Case Inputs - The Trainer is awaiting specific examples from the Foundation to tailor AI workflows; none have been sent. - A critical assumption error: “grants” use cases are irrelevant—the Foundation does not handle grants. - Content Direction: Cross-Stack and Communications - Plan is to architect dual pathways: “Microsoft-only” capabilities and “Google-only” capabilities, mapping AI-enabled workflows for each cohort. - Strategic emphasis is shifting to alumni communications, leveraging AI to draft messages in the authentic voice of stakeholders the Foundation interacts with. - Relationship and Risk Signals - The Trainer acknowledges a prior mistake and has apologized; sensitivity to stakeholder (Kashif) reaction remains, implying a need for clean execution and proactive communication. - Credibility is protected by delivering org-branded, non-generic content; risk is dilution if specific examples do not materialize. ## Action Items **@Christi** - [ ] Send a concise request email to the Foundation POC for 5–7 organization-specific scenarios (split across alumni communications, principal/teacher training workflows, and internal operations) to inform AI training content - [TBD] - [ ] Draft a dual-track module outline: “Microsoft-only AI workflows” and “Google-only AI workflows,” each with 3–5 concrete tasks (e.g., document creation, scheduling, data collection) mapped to the respective suite - [TBD] - [ ] Replace “grants” content with alumni communications exemplars; include guidance on capturing and fine-tuning stakeholder voice for AI-generated messages - [TBD] - [ ] Schedule a 30-minute alignment call with Kashif to confirm scope, examples delivery timeline, and expectations for the next custom session - [TBD]	Sep 2, 2026	Speaker 1 00:00:00 Good morning. Uh huh. Speaker 1 00:00:32 Yeah. Speaker 2 00:00:47 Yeah. Yes. So they've participated in several trainings. I don't know if he told you that. Speaker 1 00:01:04 Yeah. Yeah. So. Speaker 2 00:01:14 Yeah. So for me, I feel good. Other than the fact that they hadn't sent any examples over yet, and I was going to send him a message later today and say, " Hey, heads up! I still need some examples of things you would like that's specific to your organization." But because they're because they're a teaching, it's a it's a foundation, and they do teaching. They work with principals and teachers, and and half of their staff is using Google, and half of their staff is using Microsoft. So I'm trying to combine their workforce i items to say, okay, for those of you that. Speaker 2 00:01:59 Who are only on Microsoft. This is what you can do. But for those of you guys who are on Google, here's what you can do. And then, so we're working through that. And then I I want to kind of talk with them about how a lot of what they do is communication with alumni. And so I want to work on how they could utilize AI for communications and using the actual language of some of their people that they got to talk to. If that makes sense. So other than that, I I keep using grants because I thought that they needed, you know, that they were doing talking about grants, and they told me the other day they don't do anything with grants. So that's not one I can actually use. So I'm gonna try to I'm gonna try to reach out again, get some more information. But I but again, I've already done one set of training with them, and then they've participated in six other training sessions that were. Speaker 2 00:02:57 Broad for clients, so, but their training is specific to them. It's got their name all over it. It's not going to be the generic training that they've already participated in. Speaker 1 00:03:11 So, Speaker 2 00:03:21 Yeah, yeah. You're welcome. Anything else from Kashif? Because I know sometimes he can be weird, and sometimes he's amazing. And I don't ever know. Speaker 2 00:03:42 Okay. Good. Because I apologize profusely for a mistake I made last month, and I don't know if he's still upset about that mistake. So I'm trying to. All right. Good. Yeah, it was an embarrassment on my side, so I I just want to make sure he's all good with that. So, all right, awesome, thanks, bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=9167f816-7a99-4636-a72c-05eb1bd4f18b&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4ODM3NTc2MSJ9.CgoKBHNuaWQSAjY0EgsI6NOenc3JxD8QBRoONDQuMjIyLjEwNy4xMDkqLFV0WHJHVU1ROXBEelRxRmJMWlM4VEgzbGRWSjFsLzllZkRnVkV2aGtUcVk9MJoBOAFCEKI3V2Z_oAAALXXnDFuD3vxKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.9lXx4X_IuTtjwgQs7iPkcmm_oHO8OUMsKiPW68fe1KU&ApiVersion=2.0	Processed▾	Replace grants content with alumni communications exemplars including stakeholder voice guidance for AI-generated messagesSchedule 30-minute alignment call with Kashif to confirm scope, examples delivery timeline, and expectations for next custom sessionDraft dual-track module outline covering Microsoft-only and Google-only AI workflows with 3-5 concrete tasks each+2	✓	Client Work▾	Cotsen Foundation	covered by 906894 - verified 2026-09-09 EOD transcript sweep	Cotsen AI training prep block 9/2 10:31-11:49 (entry 906894). Client verified from CONTENT: "they are a foundation, and they do teaching...work with principals and teachers...half Google half Microsoft" = Cotsen Foundation for the ART of TEACHING.	C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\3 - Clients and Projects\Cotsen Foundation\Meeting Transcripts\Meeting Transcript - 09-02 AI Training for Foundation Stalled by Lack of Specific Use Cases.txt	—	✓
06-19 Reasoning Note: Implementing GDAP and Enforcing Change Management to Address Operational Risks in Microsoft Administration	 ## Core Synopsis The organization’s Microsoft administration is operating with ad hoc access controls, weak ticket-project linkage, and inconsistent change management; the immediate leverage point is to implement GDAP with role-based scopes and enforce project/ticket hygiene to stop operational drift and security risk. Evidence: Olivia confirms help desk workarounds (VPN removal, Sinha gaps), shared credentials exposure, and bottlenecks if global admin is gated manually; Christi cites a completed Anderson cloud project with no attached service tickets/change requests and a PM visibility gap, plus earlier intentional deletion of stale AbilityFirst accounts. The stakes are systemic: without GDAP and disciplined change control, work remains invisible, audit trails break, L1/L2 autonomy is misused, and leads become bottlenecks or bypassed, creating security exposure and delivery chaos. We are committing to a governance upgrade: role-scoped access via GDAP, mandatory change requests tied to projects/tickets, and a short, practical training to close process gaps. ## Governance and Operations Reset: From Workarounds to Discipline - Access Control Reality vs. Risk - Status: Sinha rollout removed VPN; help desk cannot execute common L1 tasks through Sinha (PST creation, scripts, mailbox access). Techs default to “Sit Shared” and shared credentials. Anzor resists current friction; Olivia warns that revoking global admin broadly will just push password sharing and bottleneck pod leads. - Diagnosis: Tooling gap (Sinha capability limits) plus absence of scoped, traceable access results in ungoverned workarounds. Manual gating of global admin is not sustainable; it creates queueing and shadow practices. - Remedy: GDAP enables per-role, per-tenant delegated admin with auditability. This meets the dual need: restrict blast radius, keep L1/L2 functional, and preserve traceability. - Project Hygiene and Change Management Failures - Incident: Anderson cloud project was quoted, paid, completed, and exists in the Projects module; work and push tickets were not linked to the project, and no change request was raised. PM visibility was bypassed; Vince/Pete relied on pinging PMs instead of system signals. - Mechanism: Ticket-project linkage is optional in practice; change requests are frequently skipped; discovery of projects is tribal (few know where/how to find them). - Consequence: PM oversight erodes, reporting becomes unreliable, and audits are compromised. Delivery looks like “random acts of engineering.” - Resource Deployment and Role Clarity - Move: Robert and Gaston assigned to AbilityFirst tickets (remote-only) to build Microsoft system familiarity. Group chat pruning reflects turf/clarity enforcement. - Constraint: Onsite roles get interrupted, so tasks requiring precise timing fail; they gel well with Help Desk but need structured work that fits their environment. - Dialectic: Tool vs. Process - Thesis (Restrict global admin to leads/security): Increases safety. - Antithesis (Operational bottleneck and password sharing): Decreases velocity; increases shadow risk. - Synthesis: Implement GDAP role scopes + Sinha/on-prem or PowerShell pathways for required L1 actions; mandate change requests and ticket-project linkage to restore observability. - Political/Subtext - PM function (Christi) asserts authority to restore process discipline; Ops (Olivia) seeks pragmatic throughput and rejects performative security that breaks the floor. Resistance stems from fatigue with admin team responsiveness and unclear ownership. The leverage sits with a CEO-sanctioned governance change and a concise enablement plan. ## Action Items **@Pete (CEO)** - [ ] Approve organization-wide shift to GDAP with role-scoped delegated admin for all client tenants - [TBD] - [ ] Mandate “No work without ticket + project linkage + change request” for production-impacting actions - [TBD] **@Christi (PM/Operations)** - [ ] Draft and circulate the GDAP role matrix (L1 Help Desk, Leads, Security, PMs) with exact permissions per role - [TBD] - [ ] Run a 30-minute change request training covering when/how to raise and how to link to projects/tickets (include Olivia’s team) - [TBD] - [ ] Audit the Anderson project: retro-link all related tickets and create the missing change request record - [TBD] **@Admin Team Lead (Vince or Delegate)** - [ ] Configure GDAP across managed tenants according to the approved role matrix; enable audit logging and change tracking - [TBD] - [ ] Publish a one-pager: “Finding Projects and Linking Tickets” (screenshots/path in the company system) - [TBD] **@Olivia (Help Desk Lead)** - [ ] Identify the top 5 L1 tasks currently blocked by Sinha (PST creation, scripts, mailbox access, etc.) and document required execution paths (GDAP + PowerShell/on-prem Sinha if available) - [TBD] - [ ] Enforce ticket hygiene: reject or return any production-impacting work without a linked project and change request - [TBD] **@Robert & @Gaston** - [ ] Begin handling AbilityFirst tickets remotely; report weekly on Microsoft-related learning gaps to inform the training agenda - [TBD]	Jun 19, 2026	Speaker 1 00:00:02 So here is what I did. Okay, okay, what you got? This one might make you happy. Hey, Speaker 2 00:00:14 Wait real quick. Back in May, did you delete a bunch of like over two hundred AbilityFirst users? Uhhuh. Or maybe not two hundred. You did? Yeah. Okay cool. Speaker 3 00:00:26 Yeah it was intentional do you Know. Speaker 2 00:00:29 Okay, yeah, yeah. June just said I was digging around related tickets and stumbled upon a bunch of accounts. Okay, I'll just let her know it was intentional. Speaker 1 00:00:39 Yeah, I got asked to do that by because they were old employees that we've been trying to clean out there for a while. Okay, cool. Yeah uh so I asked Robert and Gaston if they would be willing to help out on AbilityFirst tickets so that they can get used to Microsoft. Speaker 2 00:00:59 Ooh, Okay. I saw your message earlier about that, which I love. And then I think they were doing some Sinha training earlier today. Speaker 3 00:01:10 Yes. Yes. Speaker 1 00:01:17 I've been doing uh yeah, I've been trying to get them, uh some things. And so I asked them if they could just take on AbilityFirst tickets, but don't. Need them to go on site. Speaker 2 00:01:29 Okay, perfect. I love that. I figured you would. Wait, so is that what you did? Speaker 1 00:01:36 Yes, that's what I did. Speaker 2 00:01:38 Oh my oh, I do love when you do things. Speaker 1 00:01:43 So I, you know? And then we keep kicking people from because we have a group chat, and we keep we just kicked Sean from it Oh really? Yeah It was funny because we had added. Well, first off, we had a PE the other day. We had an issue with Doctor Parker, and then we added Anzor, and then we added Sean, and then we kicked onto Anzor and Pete. And now we just finally kicked out Sean. And the guys both the guys on our were like," Can you get rid of them?" Please they don't belong in our chat. I was like," Get rid of them." Can't he get rid of them? Speaker 3 00:02:22 That's so funny. Speaker 1 00:02:23 Yeah they're they're fantastic employees uh I think they're getting a little bored. Uh, it needs new stuff, But it's hard for them because you can't give them tickets that require them to call at a certain time because they may get interrupted because people walk up all the time. So yeah, Speaker 2 00:02:40 You know what they've been really I am impressed, how well they get along with the help desk. Like they like in the EOS, they are they gel very well. They do. They're fantastic. So that's great. Speaker 1 00:02:55 I will keep that one i i, I dread the day that I lose either one of them because I'm like, no, can't do this. We can't lose either of these two. Speaker 2 00:03:06 Yeah, I feel that. Also i I got in an argument with Anzor this morning. Speaker 1 00:03:13 Oh no, that's okay. I got frustrated with Pete about something you did yeah Well, I got mad at Vince, That's a whole nother story. Speaker 2 00:03:24 Oh, oh, about about uh Anderson. Mhm. Yeah. Speaker 1 00:03:30 Cause he said, well, I just reach out to the project managers before I have my my my review with the with client. I am like that's not sustainable for girl. You didn't reach out to me. Speaker 2 00:03:41 Yeah Well and George was like this. Anderson thing is there a project for it? Like I can't find any service tickets. I don't know where this is coming from or who is working on the cloud like the cloud project you know? And I was like, You're gonna have to ask Christi about it because I have no idea who's working on it. There's no project. I know that for sure. I know that there's no tickets so. Speaker 1 00:04:04 There is a project. There has been a project. Speaker 2 00:04:07 Oh, there is a project? Yes. Oh, it just wasn't quoted? Speaker 1 00:04:11 Oh, no, it was quoted everything It was quoted paid for all of that. Speaker 2 00:04:18 Oh really? Speaker 2 00:04:21 Oh no, I've been spreading false information. Speaker 1 00:04:24 And then I've been see seeing Vince on all the emails to say, hey, let's have a kickoff meeting. Speaker 2 00:04:30 Oh. Mhm. I see. So. Speaker 1 00:04:38 Yeah, I was I was livid because I'm like, you put an i told Pete about it today. I said he did all this work, did not put a service ticket behind it. Yeah Did not check on the prior. Projects or anything like that. Like I said, Pete, this is this is not sustainable. And then his uh his and Mike's only statement was, well we asked the project managers and that's not sustainable. He goes, yeah I know. Yeah So, if you go into the company right here and you go to projects, there's a cloud team setup project Wait. Speaker 2 00:05:18 Why did I not realize that you could find projects this way? I. Speaker 1 00:05:23 Had to show it to Vince the other day too. Speaker 2 00:05:27 Okay, that's extremely helpful actually. I should tell my techs that. Um, uh okay, well let me tell George that there is apparently a project. Who's the PM? Me? You are okay. Speaker 1 00:05:42 Yeah, so if you look under here under manager you'll see who the PMs are. Speaker 2 00:05:46 Oh yeah, yeah, yeah. Gotcha. Yeah. I would know this if I had been attending the It's okay. Speaker 1 00:05:56 The project is done. Speaker 1 00:05:60 Oh They pushed it out. He opened a ticket for it to get pushed out, didn't add it to the project ticket or anything Yeah. Speaker 3 00:06:09 I did I think I did convert it though. Speaker 3 00:06:16 Yeah, I got converted. Okay. Speaker 1 00:06:20 So, yeah, I was not happy. And no change request guy and so I did talk to Pete about that. He's like, yeah, we'll say your your training needs to be on change requests. I'm like you guys Yeah, Speaker 2 00:06:36 That's a good idea. Speaker 1 00:06:38 Yeah. So when I do the training, I'm going to say, okay, everybody listen up that includes Olivia Monti. I'm just I know you're gonna listen, but I'm just throwing you in there. Yes, because I need to say Monti. Speaker 2 00:06:52 Well, no me too. To be honest, also me. You know that I'm well, but like I don't know Can you can you also define Yeah yes yes. Speaker 3 00:07:05 I do exactly It's hand time Yes. Speaker 1 00:07:12 All the all the people who, You just keep not putting them in. Speaker 3 00:07:18 Yeah. So, oh man. Yeah, Speaker 1 00:07:26 I was not happy. Yeah, I said, people don't normally complain without any type of you know, suggestions on how we can improve, but I am complaining with no suggestions at this point. Yeah. Speaker 2 00:07:44 Oh man, that's funny. I feel like I am. I don't know. I am expecting a call from Pete as well. I won't lie. What did you mess up? No, I didn't. I mean, I didn't necessarily mess up. It's just because I was arguing with Anzor. And like you know it's Anzor. So like. Speaker 1 00:08:01 What were you arguing with Anzor about? Speaker 2 00:08:04 He oh my god. Christi here is no one who gets under my skin more at this company than Anzor now that Ed's gone, Anzor's right next, Person, like he was um, Well, so okay. So it also like Sinha, obviously, we rolled out Sinha. We got rid of the VPN, right? Yeah, but we're always finding like help. Desk people are always finding loopholes to, you know, not using Sinha, which like they're going to continue to do that because they can't do basic L one tasks, like they can't create PST. Speaker 2 00:08:43 Files, if they need to do um, if they need to like run a script or anything, they can't do that through Sinha. Like they can't get mailbox access um to the actual like account. Right? Like there is so many things that we can't do through Sinha. So they have to do it through Sit Shared. And then but everyone's always in Sit Shared. So like it's just I don't know. So Anzor was getting frustrated with it. And I was like well Anzor like let's. Fix the problem because, if Sinhaw worked as we needed it to, you know, Like if we had an on- prem version of Sinhaw that they've been telling us about, Then that would work, and we can, you know have we will have nobody have access to global admins. Everyone has to use Sinhaw. That's the only way that you could do it. Like I don't know he just he just we go around in circles Like. Speaker 1 00:09:40 Why not use G DAP like we intended on doing in the first place. I mean, Speaker 2 00:09:45 We could do that too. Like it's just he doesn't want. I don't know. I think he's tired of arguing with Anzor about it, But I said, like Pete's, the C E O like we need to convince Pete and all, you know, have your back, if like, if you wanna, let's change the system because it's clearly not working and he's like, well, I always have to like. Put in the napping team and nobody responds to me. It takes days for anyone to respond to me and, blah blah blah. I'm like, Oh my goodness, I don't know Christi. Speaker 1 00:10:23 Just Because if we could do TMS, that would save all these headaches. Know exactly who's doing what. Speaker 2 00:10:31 Yeah Like exactly Why. Speaker 1 00:10:37 Didn't we go for that? Because I don't think he knows how to do it, and I didn't have time. Speaker 2 00:10:55 So, I mean, we could make that suggestion, I guess. We could. I mean, Speaker 1 00:11:02 Honestly, i'm using my my own with cheetah;. I was able to do a lot more stuff. Get things completed, and I was using it all the time, and no one ever had an issue with that. But yeah, but with ability and SCHARP. And any client that I have to run a uh an assessment on, I don't use anything else. And no one's ever taught me how to use it. Yeah. No one has ever taught me how to use it. I've never used it. Speaker 1 00:11:38 I just use what I can. Speaker 2 00:11:42 Well, and and he complained about the admin team. They probably feel the same as like I don't know. I mean, he probably will say that he'll probably say otherwise, but like why not just do like a little? I mean, maybe he can even it probably takes so it's so quick. He could do it in the all hands meeting, you know? Instead of your training, we could do a synch on training. Speaker 1 00:12:04 Yeah, but last week we had to do uh. Speaker 2 00:12:07 Well, yeah, yeah, yeah, yeah. Well, this isn't happening next week. And I. Speaker 1 00:12:12 Do everything through PowerShell. Speaker 2 00:12:15 Wait exactly You're not gonna be able to do it. Speaker 1 00:12:17 Yeah But if I if everything was done by G DAP, I could do everything I need to And you know who does what? Speaker 2 00:12:24 Yeah And then not only that Christi, but so so he's like He asked Charl if we can, you know revoke access to global admins. Um, for everyone but the pod leads in Hoodoo and like the security team. And so I said, "Hey, I am going to pause you there because like they're still going to get access. Like our L ones need access, so then they're going to be sharing passwords," you know, not in a secure way. I guarantee like and they're still going to do the same exact thing. And now not only that, but now you are just going to bottleneck my leads. Speaker 2 00:13:06 Mhm. So anytime that a tech needs to work on a ticket, okay, well they have to go to the lead to get the global admin. It's like, that's not a good idea. It's not sustainable. It's not sustainable, exactly exactly Like sure in theory great idea, but like actually working it, like it just it just doesn't work. Yeah. Speaker 3 00:13:36 So. Sorry, hang on. Okay. Speaker 1 00:13:54 Anyway, so that's what I've been dealing with. I've got a small headache. Speaker 2 00:14:00 Oh no, at least it's Friday. Do you have any Are you. Speaker 2 00:14:05 You have any plans for the weekend, or you get to relax. Speaker 1 00:14:09 I got kids coming. Speaker 2 00:14:11 You got kids coming? Well, well not not in a bad way, but they're eighteen and up, so none of them. Oh okay. Oh okay. All right, Well, I'll, let you go. Then since you have a headache, I don't want to bother you too much with all my drama. Speaker 1 00:14:28 Yeah, but she brought bring that back up to Pete because that's going to be no way to do it. And. Speaker 2 00:14:36 Yeah. How does it work with G DAP? Speaker 1 00:14:39 So you can set levels, and you can say, okay, merits only has access to L one help desk admin role. Within any client. So. Speaker 2 00:14:55 I see, And then you can see when he makes any changes, specifically because it goes through G DAP? Yep. Yeah. Speaker 2 00:15:05 Okay, I'll make the suggestion. We'll see. All right. And that's like, that's free, right? We already have it all. Yeah, okay. Okay, noted. Okay, thanks Christi. Okay bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=5e6547c2-d2c4-41ab-9a9b-12646af67b95&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MTg5NzY0OSJ9.CgoKBHNuaWQSAjY0EgsI8Ibyq-yOpz8QBRoMOTguOTMuMjYuMjMxKixaYjVxbGlLc2xCTnF5bTMvUE1BY1VzWlpkelRNVWJEUTBJRGhOcjRvUlUwPTCaATgBQhCiHzVkZrAAEOAbjAiUJ4ByShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.IFkguKNPS1MTfLZwSFZ0fSIX_Z_Fbb92wTqnXbDyQck&ApiVersion=2.0	—▾	Admin team lead (Vince or delegate) to configure GDAP across managed tenants per approved role matrix with audit logging and change tracking enabledAudit the Anderson project: retro-link all related tickets and create the missing change request recordRun a 30-minute change request training covering when and how to raise requests and link to projects and tickets, including Olivia's team+7	✓	—▾	—	—	—	—	—	✓
05-18 Weekly Meeting: AI Training and Client Report Generation	> Date: 2026-05-18 13:03:35 > Location: [Insert Location] > Participants: [Christi] [Speaker 3] [Speaker 4] [Speaker 5] [Sergio] ## Meeting Notes ### AI Training and Report Generation - **Description:** - Christi led training on using AI tools—Claude, Copilot, and ChatGPT—to generate client reports. - She noted she uses her personal Claude subscription because her Crimson tokens are maxed out. - Christi explained differences between AI product modes: `chat`, `cowork`, and `code`. - She demonstrated Claude’s “co-work” feature, recently enabled for testing on the Copilot side. - **Conclusion:** - The training aimed to show the team how to apply these AI techniques across platforms to improve report quality. ### Identifying and Formatting AI-Generated Content - **Description:** - Christi covered how to spot AI-generated content; a common indicator is heavy use of bullet points, whereas humans tend to write in paragraphs. - She recommended tools like QuillBot and Grammarly to check for AI-written text. - She instructed the team to format reports to look less AI-written by using paragraphs instead of lists, except for step-by-step instructions. - A specific prompt was provided to instruct Claude to use natural prose, include an introductory paragraph, and limit bullet points. ### Best Practices for Client-Facing Reports - **Description:** - A key rule at Crimson is to avoid naming specific tools (e.g., use “ticketing system” instead of “ConnectWise,” “security training” instead of “KnowBe4”). The term “RMM” is acceptable. - Team members should always proofread and format AI-generated reports before sending them to clients. - Christi advised setting the AI’s tone to be “talking to” a person rather than “talking at” them to foster better engagement. This can be set in custom instructions. - She demonstrated creating a report generator project in Claude, saving instructions, goals, and example files (like brand colors) for consistent output. ### Demonstration of AI Workflows - **Description:** - Christi created a project “cheat sheet” for the Alere project using Claude’s `co-work` feature. - The AI was instructed to scan emails, documents, and meeting transcripts to gather information. - She showed how to generate a client email with a “Microsoft Minute” tip, including an image generated by ChatGPT. - Christi explained how she links SharePoint project folders to client folders to centralize data the AI can access. ### AI Agents and Customization - **Description:** - Christi has created 51 personalized AI “minions” or agents for specific tasks. - She created agents named after team members like April, Seg, Cheryl, and Becker. - She shared access to some of her AI agents (Hugo, April, Becker, Seg) with the team. ## Next Arrangements - [ ] Christi will share her AI agents with the team (Hugo, April, Becker, Seg). - [ ] Christi to create AI agents for Gaston, Bogdan, and Sean. - [ ] Formalize the process for requesting company Claude access from Anzar and communicate it to attendees without subscriptions. - [ ] Schedule AI training for new team members Paula and Mary Carr; define their onboarding plan. - [ ] Follow up on Sean’s investigation of the Avalon alert; document status and resolution. - [ ] Clarify April’s Pax8 issue status and set a timeline for her AI training. ## 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. Paula and Mary Carr are new, but no specific follow-up actions or training plans were assigned to them during the meeting. > 2. Christi mentioned that Sean was investigating an alert from Avalon, but there was no follow-up on the status or resolution of that alert. > 3. Several attendees did not have the company's Claude subscription. A process for them to request access from Anzar was mentioned but not formalized. > 4. Christi noted that April was busy with Pax8 issues. The status of these issues and when April will receive her AI training remains unresolved.	May 18, 2026	Speaker 2 00:00:50 Hello. You're not the only one in here, Gaston. I just I was running a little bit late. Let's see who else joined. Robert said to record it, so I will record it. Christian and I know April's busy. Speaker 3 00:01:12 Let me add Christian. Okay, Oh, Christian is I think on lunch. Speaker 2 00:01:18 Oh. Could you add Sean? Yeah, I did tell him, he was one of the ones that need to be added. I'm going to add Julia. Okay. Uh, do you want to add Jason? And then we have two new people you can add. Um Paula and Mary Carr? Yeah. Speaker 4 00:01:44 Okay, let me add them. Speaker 2 00:01:46 And then I was going to try to find out. Hi Sean. Cameras on? Cameras off? Uh, camera's off. Sean, I wanted to add you because uh, some of this is in your realm that I was going to show today. Hi. Speaker 4 00:02:09 Everyone uh sorry uh just getting caught up what's the agenda. Speaker 2 00:02:14 So I'm going to be doing some AI training, but part of this falls in your realm, Sean. So I was going to I was asking if you would mind joining. Speaker 4 00:02:23 Oh, um okay. I'm just quickly investigating a alert forum Avalon. But yeah, I'm here. Speaker 2 00:02:31 You can just listen then that'll that'll be good. Um cool. Thanks, Let me see if Jason can join and then and then I'll explain what's going on. Speaker 2 00:02:46 It looks like Paula is busy at this moment. Yeah, Speaker 3 00:02:50 I tried adding her. Speaker 2 00:02:52 Okay. And Sean, can you see if Bogdan will join us? And then I'll explain to the rest of you guys what's going on in a moment. I'm not worried about Anton joining, Uh although he knows what's going on, so we don't need to worry about him as much. And April is working on. Pax eight issues. So and then so she will we will train her a little bit later. Hi Maggie. All right, Um so just a quick heads up, how many of you guys show of hands, raise your hands in the team's chat, how many of you have a cloud subscription through Crimson? Speaker 2 00:03:45 All right. 'Cause what I'm going to show you is part of Claude, but it is coming out to Copilot. And with ChatGPT, you can do something very, very similar. So I'm going to go in here. I'm going to use you, I'm going to show you guys using my Claude rather than the Crimson Claude, because at this moment, I with the amount of tokens that I have, I've maxed out my Crimson tokens and Ansor's completely aware of it. So just a quick heads up for you guys. Um, chat versus cowork versus code. Two and or three entirely separate things. Um, for the purposes of this team, if you don't have Claude, especially as I'm watching people come up. Uh Mary Carr I Hi my name is Chris You've not been introduced to me yet. Let me ask you a quick question. Hi. Let me ask you a quick question. What is your job? Speaker 2 00:04:41 Um, I am from the finance department. The country's people, and today is my first day. I knew today was your first day, But I just i was i could not remember what team you were going to. My has been buried in okay perfect. Hi Juno, Speaker 5 00:04:59 Hey, I am here. Speaker 2 00:05:01 Perfect, okay. So for all the new guys that just showed up a Maggie Juno Bogdan and Miguel, are you raise your hand? If you are on the company cloud, okay, no worries. So I am going to show you guys what's going on. If you guys want to switch over to Claude, Anzar will switch you guys to Claude if you'd like. So I am going to show you guys within Claude, But what I am going to show, you guys can be applied to other tools as well. So I asked Anzar today to turn on co-work on the. Speaker 2 00:05:39 On the Copilot side, so we can test it out with Copilot. But so I will often do this in CoWork, but you can do this in any of your in any of the systems. If you're starting if you're working on reports, How many of you guys here build reports and send those reports to our clients for them to read? In any tool. So I'm not just talking about you write the reports, but I'm looking at your going into uh, You're going intoum Network Detective, for instance, or you're going into another system and you're having the system build your reports. Segre, why is your hand not raised? Raising, raising. Julia, I know you do. Uhum Miguel and Bogdan and Sean, you guys as well? Yeah. Speaker 3 00:06:34 We did raise then. Speaker 2 00:06:35 Okay oh wait you did I just missed it. Speaker 3 00:06:37 Just dropped it again. Speaker 2 00:06:39 That's okay. I know Gaston does not as much, but he he's got the capability. So a lot of the times. What I'll do is I'll throw my reports into Copilot or I'll throw it into Chat GPT or I'll throw it into uh Claude and I'll ask the system to give me executive summaries. Now when we see these reports coming from you guys, a couple of things we want to note, We know it's written by AI. And that's the first thing we know it's written by AI. We are questioning whether it was fact checked, and there is a few other things we're questioning. So I am going to share my screen for now, but I am going to ask you guys, tell me how I know that something was written by AI. Don't answer that Jason you know. Speaker 2 00:07:37 And Segra knows how I know because I taught them on Friday. What would you say, Juno? Speaker 5 00:07:44 I mean, I think it's the font. I'm not sure. Like, I have a really bad time trying to determine what's AI and what's not so. Speaker 2 00:07:52 No worries. Bogdan, you want to take any guesses? Um. Speaker 3 00:08:03 I don't know, maybe some reference. I see there is one says AI project cheat sheet. Not sure. I mean, are we talking about the reports itself or just anything? Speaker 2 00:08:14 Any report or anything coming from a client that we immediately recognize is written by AI? Speaker 3 00:08:26 Not sure. Speaker 2 00:08:29 Sean, you want to take a stab at it? Speaker 4 00:08:33 Um, I think some of it might sometimes be too polished, you know, as you would expect from a normal normal user. I guess, but yeah. Other than that, I'm not too sure. Speaker 2 00:08:51 It is quite quite all right. So I use two tools if i If I'm questioning it, I will use two tools. I'll use QuillBot and i'll use Grammarly. I do pay for this; I paid for those for, Years because they've been around for years. Um, however, nine times out of ten, How I can tell if something was written by AI, it's got a lot of bullet points. Because AI will write things in a list. Speaker 4 00:09:18 Yeah, that's true. Speaker 2 00:09:19 Yeah, Whereas we write things in paragraphs. And like you said Sean, uh, we might have a misspelling word here there or some grammar issuesum but I can always tell. If something's written by AI with another person, depending on how many bullet points. Now, bullet points are okay, and I do write them. I'll show you an email I wrote to Commiab that I am working on building out. And here is when when bullet points work, and I did write this and I did not use AI to write this. Whereas when I am using. Speaker 2 00:10:01 Let's say Chat GPT. Hang on one second. I know, I know, you want to tell me things. Uh hang on. You may IT update. Nope, that's not it. Uh. Speaker 1 00:10:25 There you go. You can tell. Speaker 2 00:10:28 Well, I had this rewrite what I was doing, but you can tell this one um because it gave everything in bullet points. Each of my headings is listed in a bullet point format. So sometimes what I'll do is I'll go into Chat GPT, have it write something up, Then switch it to Claude because I already have a prompt made up for Claude. Um a couple of things you want to tell Claude to do when you're writing a report. Now, if you're writing a report over and over and over again, just a heads up, you can give Claude instructions That it will retain forever. You can give ChatGPT instructions, it will retain forever. And, you do these in the form of using GPTs or using them in doing projects, which in my chat you'll have projects here. So I'm in co- work on this one, just because I found that co- work context doesn't condense all the time when I give it like this one right here. And. Speaker 2 00:11:27 The cheat sheet I did. I did give it information on when it was supposed to do paragraphs and when it's supposed to do lists. And. This something that I was building out a lot of things as a cheat sheet. So this one needed a bunch of points. However, when I do training and I was having it write up my training, where did my training go? Right here. You'll see, a lot of this in paragraph format because I want it in paragraph. Unless it was something that needed to be spun up into slide formats. When I do when I have AI build for me certain items like policies, where's my policies? And if you've never seen the inside of my documents, SAG can tell you sometimes a scary place. Um. Speaker 2 00:12:23 When I'm doing my acceptable use policy, like this one right here that I built out for Sharp, everything is written in a paragraph format. And there's a reason why. If I go in here and ask ChatGPT, give me an acceptable use policy. Speaker 2 00:12:53 And bear with me. I have bandages on my fingers, so I can't type. All right, so I'm going to say, give me an acceptable use policy for a client. I need a template version that I can update with client names. What do you see about this one versus this one right here? Let me make this smaller so you guys can see it. Speaker 2 00:13:25 So here's the purpose. Yep, everything's in a bullet point. However, We don't want it in a bullet point because our company policies such as acceptable use policies normally written in bullet points. If, you think that they never get written in bullet point if they're the legally binding ones that companies use, Send me up a thumbs up emoji again, if they're never written in a bulleted list. Speaker 2 00:13:60 Okay, so let me show you a template from previous pre um pre AI. So the scope of the policy, the guidelines and requirements. This was something that was written with a CASA. Speaker 2 00:14:31 It is not a NIST document. A NIST document is going to create paragraphs. Make sense? Uh-huh. Okay, so for you guys, What I want you guys to think about this is when you're writing up reports and you want to say, hey, build me a report for such and such. I'm going to do that right now with you guys in Copilot or in CoWork. I'm going to say new task. Speaker 2 00:15:01 Give me something to use. You know what? I've got it. Choose a different folder. We're going to go with Alire. All right, now, couple things to note with Alire or with co-work, You've got to tell it, your end result before you tell it what to do. So I don't want it to type, I'm going to go mute for a second. For you guys so that I can dictate into here. Okay. I need a report for the Alere project. It needs to be made like a cheat sheet, giving me a schedule, project, a project plan. I need to know who are my primary contacts within Alere? I need to know what all their asks are. Speaker 2 00:16:01 To pull together this cheat sheet, I want you to scan my emails, Scan this document folders and scan meeting transcripts to learn what all needs to be done. All right. So I dictated over what I needed it to do and I'm going to go back into my meetings and transcripts. Pull that so that the system has it. Basically, what I said, I need a report for the Alire project. It needs to be made like a cheat sheet. I need to know who what all their asks are, put together this cheat sheet, And then I am giving it an extra folder where all my meeting transcripts are located. And so it's going to build that out now in. Speaker 2 00:16:59 My customizable feature under settings. My tone and style is to write in a balanced tone. Okay, There's I'm gonna give you guys this information so that you guys can see it. I don't like it to use list. So what I want you guys to do, I'm gonna put that, That is a prompt for you guys to use in Claude. And that's going to format it. We're going to use natural prose for most content. I don't want it to use numbered lists and bullet points for step by step instructions, only for step by step instructions. So, I want it to always have an intro paragraph, and I want it followed by clear steps. There is a point in here for client presentations. Speaker 2 00:17:56 And reporting that I want, you I want the system to lead with broad with board level topics. Um so these are how I write my reports, but one of the things I will do as I'm sending it over reports is I'm going to proofread before I send it out to a client. If I'm going to hang on, let me do this uh last six months. Okay. So if I'm going in here and i'm taking a look at everything. I'm going to read my report before I send it to a client. I want to eliminate, there's a few things I want to eliminate. One, by rule of thumb, Crimson does not tell our clients the tools that we use. We don't say ConnectWise, we say ticketing system. Uh RMM is a little different, but we do use the term RMM because even though ConnectWise is labeled as RMM, Rmm is actually a standard uh tool across the board for other things. So there's uh Datto RMM, there's. Speaker 2 00:18:54 Kaseya RMM, which there are two different ones even though it's the same company. Few things like that. So RMM is acceptable. We don't list No Before, we say security training. We don't say Avanan, we say spam protection. So, we don't list to our clients, the actual names of our products, and that's intentional. So, when we're sending out reports to clients, and we and we list things out. We or when we spell things out to our clients, we want to make sure that we read through it and format it first. If we're seeing over and over again, that AI is using language that we don't want it to use, we write it either into our projects or a GPT. Anything that we're writing out there um that we're using to do something over and over. So Segg, I'm going to borrow you for an example. Segg builds out uh reports pretty much weekly for clients. Speaker 2 00:19:51 And so, SEg is using Claude. So what SEg could do is SEg could go in here to projects and say, new project. And we're going to name our project. So report generator. And I'm going to give it uh project, what it what I want it to do, I'm going to give it goals, I'm going to give it clear instructions. Okay? So I'm going to take that prompt that I sent you guys, And I'm going to add that to the instructions. So bear with me, I'm going to mute you guys again so I can dictate. I want you to create a report based on the security reports I have added here. This report needs to be customer facing, and we do not name the actual products themselves. We name, for instance, we name Nobu before security training or. Speaker 2 00:20:50 We name Huntress as security software, etc. Any references to RMM can be left as RMM. Yeah, I'm going to paste in my prompt, But I'm going to scroll back up because sometimes my dictation will say one thing, even though I said something. It's completely different. Okay, so now I'm going to say create project. Once I'm in here, I have instructions I can add in here. So that prompt that I gave, I can also put it in here. Save instructions. Um, I can go in here and I can edit this, edit details. I'm going to take out my instructions here, because i keep forgetting Claude does it differently. Speaker 2 00:21:48 And then I can add example files. Now, I want to show you guys. What do you notice? For those of you guys who know our marketing formats, what do you guys notice about this? About this document right here? It's using crimson and it colors. It is using crimson and fonts. Yes, because I loaded those into the system. Speaker 2 00:22:19 Not only did I load these into the system, it also has Ability First, it has Sharp Colors, it has Downtown LA colors DTLA. So any client that I work on pretty regularly and I have their marketing brand, I load those in. If that makes sense. So I do load those in. If not, I just use the Crimson colors. In fact there are specific instructions in here that says, if you don't know which client use Crimson colors. Speaker 2 00:22:50 And when I go send this cheat sheet, I'm going to open this in Word. Hello. Because it had issues with this one. So what I do here is I'll go into my heading, I'll drop this down. Let's try this again. Drop this down. There we go. And then I'll go in here to the heading and I'll add the crimson, Logo. So that we have it. I'll do that in a moment, But you guys get that so that I can send these over to our clients and they're completely Crimson branded. And I do that intentionally because I want, I want it to look on brand. So does that make sense for you guys? I know some of you came in a little later. Speaker 2 00:23:50 So real quickly, that prompt I give you, add that to your instructions for Copilot or for Claude. You can do it for Copilot. You can do it for ChatGPT. I have the same instructions in all of them. So, if I go here and I go to settings and I go to personalization, here's my custom instructions. This one is a little bit more condensed because they don't allow as much wording in there. Um, another thing I'll put in where possible, one and this is something that's more at the executive level, So more Jason and myself, and you know, Bogdan and Sean because of the role they're in. I tell it that when I'm giving instructions or I'm writing an email, I want to talk. Speaker 2 00:24:47 To the person rather than at the person. Do you guys know what I mean by talking to someone versus at someone? Speaker 3 00:24:58 Is that like a more like a friendly tone or yeah, Speaker 2 00:25:02 More like a friendly tone. Um it. Speaker 4 00:25:04 Oh Susan from curated said don't talk tech to me so yeah. Speaker 2 00:25:09 Yeahum but also if I am talking at you, Bogdan, if I'm talking at you, what is the type of tone? What is going to make you not want to listen to me if I'm talking at you? Speaker 3 00:25:29 Is it like more directive? Jason, Speaker 2 00:25:41 You want to give a try for that one? Speaker 5 00:25:42 Yeah, if I'm talking at someone, I'm talking to them like I don't like they don't know. Uh, you know what the conversation that we're having. So I'm, I'mum. Um. I am uh making them feelum. Gosh trying to get, I'm trying to find an example. Yeah, Speaker 4 00:26:04 It's like you don't want their input. You're just throwing a bunch of info at them. And it's just yeah one one directional. Speaker 5 00:26:12 One direction. Yeah, one direction audience. It's uh uh yeah. Speaker 4 00:26:18 Like a lecture or something. Speaker 2 00:26:21 I mean, I will say this, the very first part of this meeting up until this point, I was talking at you guys because it's hard to engage you guys on something like this. However, where possible if I'm if I'm talking to a person, I'm engaging with them, not just delivering the information and I invite response and questions and input. Um, I also listen in response and adjust my tone based on how they say something or how they react. So I'm having more of a conversation with them. Um, whereas talking to a person, I'm not leaving room for feedback. I don't want to engage them. I'm going to ignore cues that they're confused or disengaged or um it's i'm it's also feels dismissive. Speaker 2 00:27:12 Or condescending when I am talking at a person, and so one of the things I try to do in my emails, even if it's a broadcast email, is adjusting my tonality. So, this is something I have had to learn, and I am still learning, and I am still not the greatest at them. But, the reason why I bring this up is when you are talking to our clients, even in an email. They're a lot more receptive to that than if you are talking at them. So For talking at them, which I am guilty of 100%, is and this one of my examples is here's how we're doing this. Just follow the process instead of hey you've expressed some concerns on this. I know this how this what we're going to do, but give me your concerns. So and then that way I can address concerns rather than just saying deal with it. Does that make sense guys? Yeah. Speaker 2 00:28:08 Having a teenager brings that out of you because then I have to tell her not to do it because she's bad about it. So I want you guys to think about that. I do add that into my prompts, and it does make a difference with our clients when you're saying, hey, I want you to write this as if you're talking to a person rather than at them and put it in your overall prompts so that it always remembers to do that because that's going to make a difference on client engagement. And then that that way it'll shift some of our clients' mindsets. Our clients have actually mentioned to me personally that, hey, we've noticed that change in you. You're not talking at us anymore; you are talking to us. So things like that, that we can do. It will adjust how you guys do it and people are going to notice. Okay? That's a big thing. So bring so when you guys are dealing with your prompts within. Speaker 2 00:29:07 Any of the tools you want to you want to bring that up. You want to tell it, you know, When I'm in here and I'm writing an email because I like using my terminal. Um, I need to build an email to oops To AF remind them about Windows updates week. Remind them that they may get text messages from Sergio. Trust me, it's not Sergio. And let's give one moose Microsoft minute. What is a good Microsoft minute that moose can introduce to AbilityFirst? Speaker 2 00:30:08 Do you know, you got any suggestions on Microsoft tips we can give the team? I have already done OneNote stickies. Nobody? Speaker 3 00:30:29 Microsoft tip? Yes. Speaker 2 00:30:38 I'm just. Speaker 3 00:30:39 Gonna have too many characters in OneDrive file path. Speaker 2 00:30:45 That one's actually going to be part of the training this week. We had it in the training last week, but I will add that to remind myself. I'm going to just do something cell- based because we do have Excel training this week. All right, so I pressed enter and I meant to. Speaker 2 00:31:09 Email. Conversational. Ah, typing is hard today. So, this is how I normally write this prompt and I hit enter to soup. Um, also remind them about Excel training. Speaker 2 00:31:49 All right, so now we're writing this up. Ask Gaston. It's hard typing today. He has seen my fingertips. All right, We're going to let this write, and then we're going to go back to our other Create, a Lear Project cheat sheet. I'm going to view it and there's the Lear stuff. So here's my primary contacts, my project team on our side, project schedule that we're working through. And I'm gonna have to double check the dates. Alear's ask and open items. That's all on Alear that they need to give me. Speaker 2 00:32:48 That's, for some reason, it likes to include ongoing service tickets that you guys are working on. I'm going to remove that. So I'm going to say, remove this. We're going back to this task while this ask is running. I think on so Paula and Mary Carr, just a heads up, I think very ADHD, I have five different conversations going on in my brain at once. So sometimes if I go off on another track, you'll just have to rein me in. So, we're going back to this document that I'm creating and I'm going to give it some updates. So bear with me. I want to remove the ongoing service tickets because they do not apply. And I want an executive summary at the beginning of the cheat sheet. Speaker 2 00:33:49 All right, And so one more thing I'm going to do is I'm going to check my project schedule. And that looks good. All of that looks good. And so here we go. I'm going to ask it to update. Now I'm going to go back and see Agnes is going to build it Oh, by the way, Maricar and Paula I have 51 minions, AI minions. Um, and they work for me and I know them all by name. Um, so Agnes is specially built to write the ability first uh emails. And in a second I'm going to give uh the next minion its task. Any questions about what I'm showing you guys so far? Speaker 2 00:34:47 Now, One of the cool things that I haven't shown you guys is something that Segrid does that I also do. And that is to push a bunch of files up all at once. I'm actually using CoWork so all of the files that are in here, Cowork can pull automatically because I chose my folder, which all the files are currently in. So when I sent it over the link to my meeting notes, I gave it, Here's the Kotsen. It already knew where to go for the Kotsen stuff when I was working on Kotsen for my meeting transcripts. I gave it this path to my meeting transcripts, and then that way I could, I didn't need to upload those documents. So, if you're working on reports and let's say you're building a report for an AI project, if I go in here and I go to AbilityFirst. Speaker 2 00:35:43 We currently have a project going on for Camp Pavika, and that's the camp upgrade. So all my documentations, everything that's in here for camp, all my photos photos that are in here are all in here. Plus, Segre, what else do we have for projects? Um. Speaker 1 00:36:06 You have the meeting. Speaker 2 00:36:08 Notes photos. Speaker 2 00:36:13 I have I have a project list in SharePoint. Right? Yeah, oh, yes. Yes. So when I'm building out a project timeline, I will most of the time I will have a link in my client folder, which I don't have it for um ability first, but I'm going to show you guys how to do that. So inability first I'm going to. Speaker 2 00:36:43 Go back to my Ability First folder and Camp Upgrade Project. Now, I'm going to go in here and I'm going to make a shortcut link. So, I'm going to go in here to my projects. I'm going to go to see all channels and Ability First. I am going to go to cabling infrastructure for Camp Peiwepika. And under shared, I'm going to grab a link and make a link. Okay, So now what I'm going to do is copy link or I can add shortcut to OneDrive. But for now what I'm going to do is I'm going to right click. Speaker 2 00:37:41 And I'm going to go to shortcut. And eventually it's going to add, all of a sudden got slow. But I'm going to paste that link into the shortcut. It's decided not to respond, but you guys get the idea. I will usually add those. This is still running. Let's see how this one got Agnes is still Setting up my email. Oh, there we go. Create a shortcut. I'm going to type the location. I'm going to say next, and I'm going to say project Now for for my team that's on projects, Sag, what is the importance of me building this shortcut here? What do we sometimes put in the in the shared location on Teams? Speaker 2 00:38:40 Oh, so that everyone can access it. Yes. But what's already out there for us? For us. It's usually the code. Speaker 3 00:38:54 Yeah, usually the code and oh some because sometimes we're using loop. Speaker 2 00:38:58 Mhm. Yeah. Yep, So that's how I sync all my data together now for me as a whole. Speaker 2 00:39:08 I can go in here to projects, go to general, go to shared. And I can do this because I do do this a lot already. I can add the shortcut to my OneDrive folder. How many of you guys remember that training when I showed you guys this about a year or so ago? None of you? Sadness. All right, Add Shortcut to OneDrive. It's now in my files. So if I go into my folder here. Speaker 2 00:39:40 I'm going to just open up a new one, and I go to Christie at Crimson IT. Now you guys will see clients, SOP, weekly time, operational leadership. Oh, it's not there yet. I got to give it time. It'll be there. But I'll have a folder to projects and I can go from there. Make sense? Use, when you're doing these kind of reports, the main thing I want you. I'm going to go back to this is. When you're working in AI, build your prompts so that it doesn't look like AI formatted it. One other thing I do that's already in my instructions is don't make it look like AI. So heads up. That was already built, it was put into my drafts. Here it is. Also uh if you guys are using Codex or Claude Code, um just a It can use Outlook com. Speaker 2 00:40:40 To put things in your drafts. So here's my moose picture, moose picture. I'm going to copy all. I am going to go into ChatGPT. I'm going to go to Moose's Microsoft Minute. I'm going to paste Need an image for this email. Speaker 2 00:41:10 I'm gonna copy this into my chat GPT because I'll be honest, I only use chat GPT for image generation because it works better than Canva. And I do have a subscription to Canva. But this is by the way guys, you see this email right here? Same instructions Agnes has the same instructions on how to format the emails. Speaker 2 00:41:43 I'm going to I'm not going to use the fish button because. Speaker 2 00:42:22 Yeah, you know what? I'm going to leave it. I always edit my emails so that I can make sure everything's covered. Now, copy image. Oh yeah, Gaston says we need to create these mugs and sell them. He's not listening to me anymore. All right, so Moose's picture. Is in because trust me, if I don't include moose's picture, uh people at sharp and ability first, get a little annoyed with me by a little I mean a lot. If you don't believe me ask Gaston if he was paying attention, he's still not paying attention. Guys all right. So there's my emails I'm gonna go send that to AF. Speaker 2 00:43:21 All staff, Crimson. Nope, not Crimson. Help. Who wants to be CC'd on this email to see it? Me, me. You can be CC'd me. You know Paula Ronnel. Speaker 2 00:43:53 Julia. I always send it to Jason, and I always send it to Mike and Pete. I only send it to Pete when it's cute. All right, um, I'm going to switch my email address because if not, Crimson gets caught as spam and high importance. Speaker 2 00:44:39 Oh, what what did he say about Excel? Oh, Flash Fill. Okay, that works. All right. It is sent. That email is sent. Let's take a look at our Alir Alir. We have the executive summary so that looks cute Um Julia I know you want me to send this to you? Don't you I'm going to send this to you for sure, You oh, also um. Just a heads up, if you do CoWork, it saves it into your files in CoWork. So if I go back to my Leer folder, where's my Leer folder? Speaker 1 00:45:19 I have to get admin to install my CoWork stuff. Speaker 2 00:45:24 Oh, Too bad, you don't know anybody in this chat that could or in this meeting that could do it for you. You bribe them. What I have learned is you bribe Sean or Bogdan or Becker, or any of the people in here with karma, and they will do it. Speaker 1 00:45:40 Okay. Sean, I'm coming for you. Speaker 2 00:45:44 Not Sean, he's busy. I got him doing some stuff. Maybe maybe bribe Juno or Becker. Okay All right So, all of all of my documents are going to be in hereum. The cheat sheet is right here. I will send this over to you guys as well, but you have the prompts. Um, if you guys run into any issues, What I want you guys to walk away from this with is just the understanding of tell AI to stop acting like AI and write your stuff like a human would. Tell it to misspell a word here or there, change your grammar. That's what I do. Also. Speaker 2 00:46:28 Tell it to take a look. Tell it to look in your sent folder, if you, if you've given access to your mailbox and see all your sent items to get an understanding of how you write things. That's going to be a game changer for you guys. So, if there's anything you can take away from this other than Moose's cute picture, I want you guys to remember. To um tell it to sound less AI, I want you to proofread what it sends you. And edit it. So for SAG, if something is flagging a lot of "rm", remove that because we know "rm" is right. Um, things like that. And just make sure it sounds human. Used to I'd tell you guys to remove the word " kindly " and things like that. Not anymore. People are starting to see it. So tell it to act more human in its responses. Although if ChatGPT could do that in its response to me, I'd love it. Speaker 2 00:47:27 I don't like chat GPT anymore. It's got issues. Cool, thank you guys for hanging out with me. I have a quick question. Yes, ma'am. Are you planning to share your AI agents with Crimson IT? Yes, I have okay but it's all in my blog All of them? Well the the organizational chart is in my blog, Let me show you guys my agents. Here's all my agents. Speaker 5 00:48:01 I know this, it's a lot. All of that? Speaker 2 00:48:05 That's all of that's all my agents. Oh my God, I'm getting a sales call. I am going go away. No, don't answer it. Okay. Um if thank you. Christy, you're welcome. If you guys want to see any of these, let me know. I'll send them over. Uh April. I've got an April and I've got a seg in here. I've also got, um, I got a Cheryl and I have a Becker in here. There's a Becker. I made a Becker. I need a Bogdan and Anita Sean. Haven't created them yet, so if you guys want to see them, I will Oh, I also made Cheryl. Speaker 2 00:48:55 Can I make it? No, no, no. Gaston. I'm gonna make a Gaston now. Oh, and I also made an Anzor. His name is Hugo. Uh just just cause cause I know you guys want to laugh, let me bring up Hugo for me. Um Hugo's personality he's Russian, but a lovable Russian Anzor has seen this he. He knows Hugo exists. So, yes. Uh, I will send Hugo over just so you guys can see it. And I will send April over. And I will send Becker over. Oh wait, not not that way. Good lord, Becker and oh wait, Hugo April Becker. Speaker 2 00:49:54 Seg, let me send seg right over. There, you guys can have access to my agents. Cool. All right, I'll talk to you guys later. Thank you. Speaker 4 00:50:08 Thanks, Christy, appreciate it. Thank you, Christy.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=4fa24254-4105-4d21-b30e-05c81b57a7ee&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3OTE0MTQyMSJ9.CgoKBHNuaWQSAjY0EgsIuPWTpcHKmj8QBRoMNDQuMjIxLjYwLjIxKixJalZLVzUvalA5S3ZNS2IxYStGaExMU0xYR3dYUFZhbmx4N3JlUzBuazZjPTCaATgBQhCiFPDYobAAEKiCjpcR_OOuShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.V7RpjXPxZkcrxJ6vZQWMOl4UtmDvlWDPDIrjX5TXPXk&ApiVersion=2.0	—▾	Clarify April's Pax8 issue status and set a timeline for her AI trainingCreate AI agents for Gaston, Bogdan, and SeanFormalize and communicate process for requesting company Claude access from Anzar+3	✓	—▾	—	—	—	—	—	✓

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