| ID | Client | Task | CW Ticket | Status | Priority | Due | Notes | Delegated To | Agent Queue | Plans | Daily Briefing Log | Projects | Agent Calibration Log | InSprint | SprintPosition | SprintClearedDate | Calendar | Open Loops | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AF-LOCOSTA-2027 | Ability First | Locosta phone migration plan for AF — 2027 budget | — | Jan 1, 2027 | Phase out Blue Wave; migrate AF phones to Locosta (Crimson sister company, formerly under Crimson). 2027 project per Michuan's call on the financial impact. Pre-work: evaluate existing Teams Phones config (Kasha started before he left), count devices in play, port numbers plan. Low-voltage side transfers to Crimson silently in the meantime. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | — | DTLA Alliance — Schedule next annual tabletop exercise (target May 2027) | — | Dec 31, 2026 | Annual cadence confirmed with Kevin and Michael. Keeps audit trail clean and muscle memory fresh. | Christi | — | — | — | — | — | · | — | — | — | — | |||
| — | Karney Properties | Karney lunch treat from vendor - confirm arrival and send out | — | Aug 7, 2026 | Told the class she's sending something 'next week or the following week' (waiting on vendor) to help them enjoy lunch. Track the vendor shipment and send when it arrives. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Paylocity onboarding automation + close pending Asana tasks | 961006 | Jul 31, 2026 | From 7/21 Michuan sync @12:26. BLOCKED on Michuan granting Paylocity access (she's checking Natalie's emails for the how-to). Once access lands: finish automation, close out Asana items pending on her. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | HR scan-to-Teams: restricted printer code -> HR Teams folder + email all of IT | 961006 | Jul 28, 2026 | From 7/21 Michuan sync @38:42. One printer code tied to a basic account that scans ONLY into the HR Teams folder (per-termed-employee subfolders). Needed within a month - another HR group incoming. Email the whole IT team the plan. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | AF all-staff IT survey v2 + send Michuan prior survey and response access | 961006 | Jul 28, 2026 | From 7/21 Michuan sync @27:40. Questions: what's repetitive, how can we make your job easier. Send Michuan last year's survey and give her access to incoming response data. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | All-staff email: equipment moves must go through IT | 961006 | Jul 24, 2026 | From 7/21 Michuan sync @44:20. Equipment is assigned per person; moves without IT break tracking. Prompted by an unauthorized monitor move. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Blue Wave dead-extension purge - inventory report vs Zach's in-use list | 961006 | Jul 24, 2026 | From 7/21 Michuan sync @21:59. Final inventory report received 7/20 + Zach's (ComDirect) in-use extension list; identify and remove dead extensions to cut the phone bill. Review with Michuan. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Identify which phone has the camp coverage issue (work vs personal) | 961006 | Jul 24, 2026 | From 7/21 HR/IT sync: camp director reports coverage dropping across camp but has two phones and has never confirmed which one. Ask directly: which of your phones is not working, so we know which problem to solve. Feeds the Verizon coverage / tower / Starlink conversation. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Send Michuan IT committee charter/structure | 961006 | Jul 24, 2026 | From 7/21 Michuan sync @52:52. She'll recruit members during upcoming interviews; Anzor will ask about the committee. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | Schedule technology-stack meeting with Armen (LT Tech) - he requested next week | — | Jul 24, 2026 | Surfaced in 7/21 AF sync cross-talk re: today's SCHARP budget meeting. Armen wants a technology-stack meeting next week. Tread lightly per standing guidance ($6K/mo vendor). | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | Fix LOA notification gap with help desk (IT notified on every LOA + device retrieval) | 961007 | Jul 24, 2026 | From 7/21 SCHARP budget mtg. Help desk flagged they aren't always notified of LOAs and devices aren't returned. Pair with FedEx return-box process. AF adopted the same LOA process last week (suspend lines, Brivo, password change but account open, sign out devices). | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Canon rep: Michuan home printer auto-toner fix + annual contract conversation | 961006 | Jul 24, 2026 | From 7/21 Michuan sync @17:53. Printer purchased by Kasha, supposed to auto-order toner but doesn't. Annual Canon contract review also due this year. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Crimson IT | All-employee KnowBe4 + email-vigilance reminder email | — | Jul 23, 2026 | Committed in 7/21 Operations L10. Prior sends went unread by some; another reminder due this week. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Email camp re: close-up timing and antenna retrieval | 961006 | Jul 23, 2026 | From 7/21 HR/IT sync: send camp an email confirming when the team will go out to close up camp and retrieve the antennas. Include that the IT team is not available Saturdays/Sundays (camp expects weekend response; set the expectation explicitly). | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Note to Finance (cc Michuan): laptop charger tracking + dept budget chargebacks | 961006 | Jul 23, 2026 | From 7/21 Michuan sync @34:26. Lost/stolen chargers: track who receives them and charge against department budgets. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Barker Pacific Group | Barker: send training outline, reference materials, and proposed agenda (kickoff commitment; training targeted next week) | 952496 | Jul 20, 2026 | Committed in Julia's 7/13 kickoff recap. Coordinate with Julia Kronfli/Vincent/George. Training = multiple live sessions + recordings + reference materials. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Karney Properties | Karney: push Claude desktop app to all desktops before AI University (Jason Yu 7/15 ask) | — | Jul 20, 2026 | Christi committed 7/15: 'we can push Claude to all desktops.' Must land before AI University training (wk of 7/20). | — | — | — | — | Karney Properties AI Training | — | · | — | — | — | — | |||
| — | Barker Pacific Group | Barker: confirm citsadmin@barkerpacific.com Claude invite accepted + admin role set (Julius pending 7/15) | 952496 | Jul 17, 2026 | Julius Yi invited citsadmin@barkerpacific.com to Claude 7/15; invite pending, role can't change until accepted. Christi said Crimson will use its Admin account — accept invite or confirm approach and unblock SSO/connector config. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Avalon | Build next-steps game plan: Avalon Claude Team project (2702) | — | Jul 14, 2026 | Advance from Avalon-2702-Claude-Team-Setup-Project-Plan-v2.md (in 'AI Project' subfolder) -- define concrete next steps. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Westwood Financial | Scope WestFin Operating System (AI) project | — | Jul 14, 2026 | Building a 'WestFin Operating System' using AI. Background may be in unread file '0-Old Files To Sort\WestFin ChatGPT Conversation.docx'. Needs scoping before it can be delegated to a minion. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | Run SCHARP + BAFMA headcount inventory (GAM) | — | Jul 14, 2026 | Needs GAM (C:\GAM7\gam) to pull current headcount for SCHARP + BAFMA before inventory/licensing counts can be reconciled. Christi needs to drive this one directly. | — | — | — | — | — | — | · | — | — | — | — | |||
| AF-NEWHIRE-EMAIL | Ability First | AF new-hire welcome email rollout — start July | — | Jul 1, 2026 | Draft ready for ~2 weeks pending documentation buildout. Email introduces Christi as functional CIO, covers IT essentials, how to best use helpdesk, security awareness fundamentals. Goal: decrease support calls + increase security posture. Start with July new hires. Also working on automation for the send. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | Note SonicWall pricing changes effective Aug 1; assess SCHARP impact (Armen/LT Tech manages SonicWall stack). (from: SonicWall 6/11) | — | Jun 30, 2026 | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Schedule CareLogic AI meeting - include both AF and SCHARP in the conversation | — | Apr 4, 2026 | — | — | — | — | — | — | — | · | — | — | — | — | |||
| S-9 | SCHARP | MFA rollout by March 31: Google first site-by-site | 919740 | Mar 31, 2026 | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Claude Team — set up 5 licenses for Carl's team + schedule training | — | Mar 28, 2026 | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Crimson IT | Create SOW template library in Airtable — save approved SOWs for reuse by April and Segrid | — | — | Christi currently searches Teams history for prior SOWs to adapt. Not scalable. Build a template library in NEST SOPs & KBs table or dedicated table. Each entry: project type, fee model, client, SOW text, date used. April and Segrid can then pull and adapt without Christi searching. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Crimson IT | Fletcher — Organize historical meeting drop folder (client transcripts to client folders, Crimson meetings to Crimson subfolder) | — | — | Assign to Fletcher. Drop folder `2 - Internal Operations/Meeting Recordings & Transcripts/` still has historical transcripts (back to Feb) that were never routed. Two-step cleanup: (1) move any client-specific transcripts to the correct `3 - Clients and Projects/<Client>/Meeting Transcripts/` folder; (2) create a `Crimson/` subfolder inside the drop folder and move all Crimson internal meetings into it. Going forward, Fletcher should continue routing new client transcripts out and dropping internal Crimson meetings into that Crimson subfolder automatically. | — | — | — | — | — | — | · | — | — | — | — | |||
| AF-41 | Ability First | M365 & SharePoint Assessments - Governance and Site Review | 909123 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Personal | Blog: Power Automate licensing changes — connectors moving from premium to standard, Microsoft competing with n8n/Zapier/Make | — | — | AdaptoIT blog idea. Cover the recent PA licensing shifts, what's moving to standard, and how Microsoft is positioning against the automation incumbents. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | SCHARP — Install RMM on LOA computers in office | — | — | LOA (leave of absence) computers currently in the office need RMM install + local admin removal + CITAdmin account added. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-17 | SCHARP | Merch/swag inventory: Catalog all promotional materials | 919748 | — | Christi reached out to Pete about borrowing Jeff. Waiting on 3rd Party. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | Plan Box to Google Drive migration + schedule ELT working lunch | — | — | 83% of Box files stale. ELT lunch to go through Lorenzo's files and decide disposition. Saves $1,400-1,600/mo. | Christi | — | — | — | — | — | · | — | — | — | — | |||
| S-35 | SCHARP | Brivo access control: Physical device upgrades | 919766 | — | 8750 landlord-managed (excluded). 6 sites scoped. Panels EOL. | — | — | — | — | — | — | · | — | — | — | — | |||
| AF-COSTALLOC-V3 | Ability First | AF Cost Allocation Platform v3 — expanded scope | — | — | Decided 5/19 to expand v3 without waiting for funding. V2 was the original 'done' state from the Q2 rocks. V3 adds dynamic department allocation handling (current pattern only changes once a year, even when departments add/remove computers mid-year) and hiring forecast / phones tracking. Built on Christi's time, no budget ask. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Schedule meeting with April Stover to discuss IT issues | — | — | April Stover needs a meeting to go over IT issues. Scope/details TBD - discovery meeting needed. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Personal | AdaptoIT — Stuart: audit old lead magnet + recommend new lead magnet strategy | — | — | Hand to Stuart: locate the one lead magnet offered ~6 months ago, check whether anyone downloaded it, diagnose why it didn't convert. Recommend a new lead magnet strategy aligned with current content (security/AI/M365). Top candidates: OAuth phishing guide, M365 security audit checklist. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Crimson IT | Crimson — Marketing idea: security awareness postcard w/ gotcha QR code | — | — | Direct mail postcards to prospects with a QR code. Recipient scans it, lands on page that says 'You just fell for a new phishing trick — let us help harden your posture.' Flips embarrassment into teachable moment + lead. Works for Crimson outbound and could become an AdaptoIT service. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | SCHARP - Develop SOW: Replace all SonicWall firewalls across SCHARP locations | — | — | Project (not yet in ConnectWise). Build a scope of work to replace all of the SonicWall firewalls at each SCHARP location. Covers site inventory of current SonicWall models/firmware/licensing, replacement hardware selection and sizing per site, licensing/warranty, deployment/cutover plan per location, and rough effort/cost for the SOW. Convert to a CW project once the SOW is approved. Ties to the SCHARP SonicWall renewal that has been unconfirmed since 3/10. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | SCHARP — Follow up on ELVI response | — | — | Check whether SCHARP responded re: ELVI. If no response, send a nudge. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-67 | SCHARP | Employee Onboarding SOP - HIPAA Compliant Process with CW Task Template | 925382 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| S-34 | SCHARP | Laptop refresh: Continue Lorenzo's laptop upgrade project | 919765 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Approve 2 pending Adobe app requests (AF Admin Console) | — | — | Recurring notifications since 3/27. Log into Adobe Admin Console and approve. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | AF — Update existing security hardening ticket with OAuth risk + YubiKey rationale | — | — | Existing AF security hardening ticket: add note about the new OAuth device code phishing threat and why YubiKeys are the strongest defense (token-based bypass of password + MFA; hardware keys require physical possession). | — | — | — | — | — | — | · | — | — | — | — | |||
| S-47 | SCHARP | Define strategic sequencing: vendor consolidation vs fire-fighting | — | — | Discuss in first cadence call with Mike. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | Set up DocuSign for IT policy signature collection | — | — | Using team credit card. For onboarding SOP and IT policies rollout. | Christi | — | — | — | — | — | · | — | — | — | — | |||
| S-25 | SCHARP | Alarm rotation: Set up ADT alarm schedules | 919756 | — | Once app access obtained. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-10 | SCHARP | Fax lines: Set up per-site fax lines via TPX | 919741 | — | Emailed Tracey Aziz. Open case CS00001589585. Waiting on 3rd Party. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-23 | SCHARP | HIPAA policies: Write missing IT policies | 919754 | — | 3/10: Completed full review of 35 existing policies. Drafted 4 new Phase 1 HIPAA policies: MFA, MDM/BYOD, Data Retention, DR/BCP. Phase 1 drafts ready for review. | — | — | — | — | — | — | · | — | — | — | — | |||
| AF-37 | Ability First | IT Contract Spreadsheet/Tracker - Vendor Contract Inventory | 918748 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | AF — build new-hire welcome email + IT onboarding doc series (launch July) | — | — | Build AF new-hire welcome emails + IT onboarding documentation; roll out starting July. Part of the AF engagement/automation directive (drive more visible AF engagement at no budget impact). From 5/19 AF strategic session. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-27 | SCHARP | Apollo's litigation hold list: Place holds on additional employees | 919758 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | AF — build recruiting/requisition tracker app for Sean (HR) | — | — | Sean (AF HR leader) wants a recruiting/requisition tracker app built; he will send the source spreadsheet. Part of the AF automation/engagement push Anzor/Michuan asked Christi to drive at no budget impact. From 5/19 AF strategic session. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-24 | SCHARP | AI clinical documentation: Evaluate CareLogic AI vs Elios | 919755 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Personal | Blog: Automation platforms shifting from workflows to agentic AI — the bigger strategic story | — | — | AdaptoIT blog idea. The macro trend: workflow automation (if-this-then-that) evolving into agentic AI that reasons and acts. What it means for MSPs and IT leaders. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-41 | SCHARP | 8750 badge system: Landlord-managed (document only) | 919785 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| S-56 | SCHARP | Atlassian Jira/Confluence: Evaluate need, transfer admin from Lorenzo, determine if keeping or consolidating | — | — | scharpcaorg.atlassian.net. Lorenzo software - used for ODBC/CareLogic data loading tickets (Jira) and Daily Procedures wiki (Confluence). Only 2 users: Lorenzo and Pratiksha Yadav. Heidi Graham also involved in database work. Admin still under Lorenzo account. Cost unknown. Add to vendor audit. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | SCHARP — Reach out to Intratem re: moving mobile service | — | — | Contact Intratem this week to discuss moving SCHARP mobile service over. Note: field-only mobile-plan devices won't get RMM updates — factor into device count accounting. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-48 | SCHARP | Plan Barracuda archive transition carefully | — | — | Mike had prior bad experience at another client. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Personal | AdaptoIT — Google Search Console access secured; brainstorm free giveaways + lead gen | — | — | Finally got into GSC for adaptoit.com. Next: brainstorm downloadable freebies/lead magnets tied to AdaptoInbox and AdaptoHub audiences. Use GSC data to inform topics people are already searching for. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Personal | AdaptoIT — Email audience pointing to OAuth blog post once published | — | — | After the OAuth device code phishing blog goes live, send an email to AdaptoIT audience pointing them to it. Value-first, no heavy pitch. Depends on blog post task. | — | — | — | — | — | — | · | — | — | — | — | |||
| AF-12 | Ability First | KnowBe4 and Paylocity Integration - Teams List Cleanup | 918762 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Personal | AdaptoIT — Review Google Search Console data (indexed 4/12/26) | — | — | Google confirmed adaptoit.com started collecting search impressions on 2026-04-12. Log into Search Console today: review ranking keywords, impressions, CTR, avg position. Use data to inform content strategy + lead magnet direction. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | Get Dr. Barbour sign-off on ADT/Brivo upgrade quote | — | — | HiTech vendor unresolved for SCHARP and Crenshaw/BAFMA sites. System went EOL last month. | Christi | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | SCHARP — Phone line audit (double-forwarding + dead-location POTS) | — | — | Audit SCHARP phone lines for waste. Forwarding chain: TPX 213-335-5417 (SCHARP helpdesk) → Peerless 310-627-4550 (Crimson IT group line) → 310-837-3737 (Crimson Helpdesk). Two carriers in the path — review for cleanup. Also hunt for POTS lines at locations SCHARP no longer occupies. Scope: TPX + Peerless invoices, line-by-line reconciliation against current active sites. TPX contact: Tracey Aziz 909-256-5102. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | AF — order 25-50 Verizon phones + pull current device count | — | — | AF nearly out of Verizon phones; needs ~25-50 more for the 2026 hiring forecast (~40-50 range). Email Gloria (Verizon) framing it as evaluating VoIP options for 2027, regain Verizon portal access, and pull the current phone count. From 5/19 AF strategic session. (Related to existing Gloria Rodriguez / Verizon thread — this is the procurement + count action.) | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Add Lana Mseryan and Sergio to paid Claude Team workspace | — | — | From 7/21 meeting follow-ups (added 7/22). Confirmed: 'Alana' = Lana Mseryan (Acting Chief Development Officer). Add Lana and Sergio as paid seats on the Claude Team plan; Lana may add more of her department later, so expect seat growth. Claude Team overage billing exists - watch seat count vs plan. 7/22: welcome/walkthrough-offer email to Lana + Sergio drafted in Outlook Drafts ('You Have Been Added to Claude - Quick Walkthrough Offer'), pending Christi send. Remaining: actually add the two seats in the Claude admin console. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Personal | Blog: Real-world automation tool costs — the Cohort vs Power Automate lesson | — | — | AdaptoIT blog idea. Compare actual costs of n8n/Cohort-style tools vs Power Automate Premium in production. Real numbers, real trade-offs. | — | — | — | — | — | — | · | — | — | — | — | |||
| AF-ONBOARDING-APP | Ability First | Build AF onboarding tracker as an app (from Michuan's spreadsheet) | — | — | From 5/19 Michuan onsite. Michuan has a 5-company-tested onboarding tracker spreadsheet covering requisitions, candidates through offer flow, IT setup actions, 60/90-day check-ins, talent scouts/referrals, Glassdoor/Indeed boost strategy. Christi offered to build it as an app. Low-hanging, no AF budget impact. Michuan to share the spreadsheet. | — | — | — | — | — | — | · | — | — | — | — | |||
| SCHARP-NET-008 | SCHARP | SonicWall replacement strategy — Crimson stack to replace 6 appliances | — | — | Per Christi directive 2026-05-05: "Let's add this as a strategy for Crimson to come in and replace all of those." Devices in scope: - 5x SonicWall TZ350 - 1x SonicWall TZ500 - (separately verify SMA 410 VPN status) Support contract expired 3/17/26 with no vendor reply on 7-week-old quote request. SCHARP running unsupported firewalls = HIPAA exposure. Next steps: 1. Identify Crimson's preferred firewall replacement stack (Meraki MX, Fortinet, etc.) for HIPAA-regulated multi-site healthcare 2. Spec hardware for 6 SCHARP sites + appropriate SD-WAN / VPN replacement for SMA 410 3. Build replacement quote and timeline 4. Coordinate with Pete on Crimson Ops capacity for deployment 5. Sequence with backup remediation work since both depend on circuit and security posture See Agent Queue recCSKCAu44vW99lk for original decision context. Vector flagged active CISA KEV exploitation against SMA 410 today — emergency mitigation may be needed before replacement project runs. --- 2026-08-27 (Christi): CONFIRMED still needed. Replacement is happening SOON. Moving out of Pending Approvals into In Progress. Open question: whether interim mitigation is still required for the SMA 410 (active CISA KEV exploitation flagged by Vector in May) during the gap before cutover. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | M365 License Reallocation - Review freed E3 and F1 licenses for best use | — | — | 9 former employee accounts deleted 4/7/2026. Freed: 1x M365 E3 (SPE_E3), 1x M365 F1 (M365_F1_COMM). Current availability: 21 E3, 7 F1. Review and reallocate to best use. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-14 | SCHARP | CCTV/Cameras: Identify vendor new cameras at residential | 919745 | — | Coordinate with Kasia | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Crimson IT | April Inbox Summary 2026-09-16 | — | — | APRIL INBOX SWEEP — 2026-09-16 SCHARP Gmail: OFFLINE (MCP connection failed — 404 error. SCHARP inbox not scanned this run.) ════════════════════════════════════════ ⚠️ RULE 8 — DR. JACK BARBOUR (IMMEDIATE SURFACE) ════════════════════════════════════════ 1. SCHARP CYBER LIABILITY RENEWAL — DEADLINE 09/21/2026 (5 DAYS) Thread: Kashif Khan (SCHARP IT) → Nikki Luczki (IOA) → Dr. Jack Barbour CC'd Kashif authorized binding with Option 1 (Hadron Specialty, $16,109.85/yr). Christi forwarded to accounting@crimsonit.com and elisa@crimsonit.com on 9/15. ✓ OPEN ITEM: IOA may contact Christi for SPECTRA certification confirmation (Crimson IT is SCHARP's MSP). Monitor for incoming ask. No action needed today unless IOA reaches out. 2. ELVI TELEHEALTH THREAD — AWARENESS ONLY Thread: Dr. Barbour → Jessica Crawford → Robert Featherstone → Teresita Alvarez (BAFMA) BAFMA ELVI telehealth contracts for two new hires. Teresita confirmed Dr. Barbour will sign and send originals to Robert. Jessica sent clean PDF copies. Robert acknowledged receipt. Status: Self-resolving. Christi CC'd for awareness. No direct ask. ════════════════════════════════════════ 🔴 NEEDS ATTENTION ════════════════════════════════════════ 1. ROBERT FEATHERSTONE TIMESHEET — AWAITING REVIEW 09/01–09/15, 98.7 hours. Received 1:02am 9/16. Unread. No prior action from Christi. Action: Review and approve. 2. KARMA SUBSCRIPTION RENEWAL (STRIPE) "Your Karma subscription will renew soon" — unread, from Stripe/upcoming-invoice. If this is a Crimson IT business subscription: forward to elisa@crimsonit.com per Rule 2. Christi has not yet forwarded. Action: Confirm if business purchase, then create forward draft to Elisa. 3. SCHARP AUTO-FORWARD CONFIGURATION — OPEN COMMITMENT Darva Coleman (SCHARP Director of Finance) asked Christi to stop duplicate Google auto-forwarding of invoices to ap.corp@scharpca.org (vendors already send invoices directly). Christi replied 9/15: "Let me work on it. Google is a bit limited on what they see when they autoforward." Darva: "Ok, thank you." Status: OPEN. Google auto-forward not yet reconfigured. Action: Resolve Google auto-forward settings for SCHARP. 4. WESTWOOD FINANCIAL — vCIO CONSULT TONIGHT 6:03–8:01 PM CW Ticket #948536 — Base44 to Azure App Migration & AI Governance SOW scoping session. Context: projecthub.westfin.com is live. Migration 005 complete. Schema verified. App health probe passing. Christi confirmed handoff to Pete. Prep: App live and migration complete — well-positioned for SOW discussion tonight. 5. ABILITYFIRST CLAREMONT — IP CONFIGURATION ISSUE (RULE 11 FLAG) Kevin@crimsonit.com flagged to Greg@comdirectusa.com (CC: Christi, Blake@comdirectusa.com): static IP info provided does not yield a reliable static IP for the firewall. Kevin requested a provider call. ⚠️ Per Rule 11: ALL infrastructure work requires a CW ticket before routing. Confirm ticket exists before Kevin proceeds further. 6. ASANA — OVERDUE TASKS (6 items) - "Tasks 1, 2, 3" (placeholders) — due Feb 5–9, 2026. Likely stale. - "Cellphone access - Limiting access to users for security reasons" — due March 24, 2026 (CW #918751) - "Complete onboarding automation" — due March 31, 2026 (CW #918749) - "SharePoint - all areas" — due June 3, 2026 (CW #909123) - "Follow up on Starlink and Weather" — due June 8, 2026 (no CW ticket — Rule 11 flag if still active) Action: Review for closure or rescheduling. "Starlink and Weather" needs CW ticket if still active. ════════════════════════════════════════ ✅ RESOLVED ════════════════════════════════════════ 1. SCHARP Cyber Liability billing forwarded to elisa@crimsonit.com and accounting@crimsonit.com — 9/15 ✓ 2. TeamImprover invoice ($60/month) forwarded to elisa@crimsonit.com — 9/16 12:49am ✓ 3. AbilityFirst / Olusegun Evaluation — Calendar invite sent to Tim Van Metter for 9/22 12pm at Fair Oaks ✓ 4. Westwood Financial — projecthub.westfin.com live. Migration 005 complete. Session summary forwarded to Pete. "Handed off." ✓ 5. AI platforms decision — Keeping ChatGPT 2 more months for client training; Anzor removing access at year-end ✓ 6. East LA OnSite Visit (AbilityFirst) — Accepted by okolapo@abilityfirst.org ✓ ════════════════════════════════════════ ⚙️ SKIPPED PER RULES ════════════════════════════════════════ - BrightGauge "Cisco Meraki Datasource Disconnected" — automated RMM alert (Rule 13) - Azure Monitor action group — automated system alert (Rule 13) - Liongard "Invite sent to view report" — automated (Rule 13) - CoreView Platform Updates — vendor marketing noise ════════════════════════════════════════ ⚠️ SYSTEM NOTE ════════════════════════════════════════ SCHARP Gmail MCP failed to connect this run (404 error). SCHARP inbox (christi.brown@scharpca.org) was NOT scanned. Check connector status and retry. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | — | AdapToIT Blog Post: Automation Platforms Shifting to Agentic AI | — | — | Cover the strategic shift from pre-built workflows to intelligent agentic AI in platforms like Make, Zapier, and Vellum. Bigger picture: automation is now making decisions, not just running tasks. | — | — | — | — | — | — | · | — | — | — | — | |||
| AF-42 | Ability First | Shared Mailbox Access and Governance Review | 909135 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | Fix Cost Allocation Platform - add Supported Employment department | — | — | Susanna Deng says Supported Employment is missing from the platform. She's working on March distribution. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Crimson IT | Design and build interactive newsletter for client/prospect distribution | — | — | Christi wants an interactive newsletter. Needs further planning on format, audience, platform, and content strategy. Mentioned 4/8 morning chat. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Crimson IT | Olivia to investigate CW auto-assign interfering with SmartDispatch scheduling | — | — | — | Olivia | — | — | — | — | — | · | — | — | — | — | |||
| S-39 | SCHARP | 3850 Crenshaw network upgrade: Install switches and APs | 919783 | — | Hardware in stockroom. | — | — | — | — | — | — | · | — | — | — | — | |||
| AF-17 | Ability First | Salesforce Optimization and Integration Project | 918757 | — | ~6 month timeline. 7000 records cleanup. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-59 | SCHARP | Azure: Create subscription, Prat_Sandbox RG, assign Pratiksha as Contributor | — | — | SCHARP tenant has no Azure subscription. Need to create Pay-As-You-Go (or nonprofit credits) in portal.azure.com first. Then create Prat_Sandbox resource group and assign Pratiksha Yadav (4af1b64a-cb29-4c40-9930-f3cb9fb87a39) as Contributor. App registration already has Graph access. Billing to Darva/AP. | — | — | — | — | — | — | · | — | — | — | — | |||
| AF-18 | Ability First | Leadership Account Security Hardening | 909159 | — | Recommendations for security hardening. Only allow people to access the data from an approved device. Who all needs to be added to this? Could we do yubikeys and need costs. What are other options we can present. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | AF — Build staff security awareness + training topic list in AF base | — | — | Use the AF Airtable base to log ongoing list of security threats, policy reminders, and training opportunities AF staff need to know about. Starts with the OAuth threat. Feeds recurring staff comms. 2026-09-15 April sent sweep: on the AbilityFirst high-severity malicious URL click alert thread, Christi asked Crimson security (Sean Du Plessis) whether additional KnowBe4 training is pushed off these alerts and, if not, whether it can be. Answer feeds the training topic list. Awaiting reply. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | KnowBe4 incentive program — gift card drawing for monthly training completers | — | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | AF — Leadership conversation: security hardening + YubiKeys | — | — | Schedule AF leadership conversation on security hardening and YubiKey deployment. OAuth device code phishing is a live threat that bypasses password + MFA; hardware keys are the strongest mitigation. Tie to existing AF security hardening ticket. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Personal | AdaptoIT — Design lead capture for adaptoit.com (non-intrusive) | — | — | Site is intentionally clean (no ads, no clutter). Add low-friction lead capture that preserves the aesthetic: email signup at bottom of blog posts + sidebar, plus lead magnet opt-in. Start with a weekly blog digest. Measure conversion before adding more. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | AF — Start process with Intratem for phones | — | — | Start the engagement process with Intratem for AF phone service. Separate from the SCHARP Intratem conversation already in motion. Per 4/14 Camp meeting discussion. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-32 | SCHARP | Onboarding/Offboarding: Document and streamline | 919763 | — | HOLD - Christi wants to share vision first. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Ability First | AF — Reset Dell laptop on Christi's AF desk for HR use (CW ticket to service desk) | — | — | Laptop is scratched but functional with external monitor. Tech to wipe/reset and hand off to HR as interim device. Same ticket: get pricing on replacement parts/laptop options. Ticket routed to service desk — NOT owned by Christi. | — | — | — | — | — | — | · | — | — | — | — | |||
| — | — | AdaptoInbox: build key-rotation path for TOKEN_ENCRYPTION_KEY | — | — | Security hardening (deferred by choice 2026-08-04). The AES-256-GCM envelope in src/lib/crypto.ts is versioned (v1:) but there is no dual-key decrypt, so if TOKEN_ENCRYPTION_KEY ever leaked, rotating it would force every user to reconnect their mailboxes. Scope when picked up: 1. Support CURRENT + PREVIOUS keys in decrypt() (try current, fall back to previous). 2. Add key_version column on connected_accounts (anticipated by the crypto.ts comment) for lazy re-encryption tracking. 3. Re-encrypt rows lazily on token refresh, or via migrations/backfill_encrypt_tokens.mjs run with the new key. 4. Write the rotation runbook (order: add new key alongside old -> deploy -> backfill -> remove old key). Origin: April 2026 security audit item H5 (Vector), re-raised in the 2026-08-04 full-project review as security concern #4. Effort ~4 hours. | — | — | AdaptoInbox Beta Completion - Restart | — | — | — | · | — | — | — | — | |||
| — | SCHARP | Coordinate with Intratum on multi-carrier mobile plan consolidation | — | — | Marco Cimmino vendor contact. Potential cost savings on mobile plans. | Christi | — | — | — | — | — | · | — | — | — | — | |||
| AF-22 | Ability First | M365 HIPAA Compliance Audit - January 2026 | 909155 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | Crimson IT | April: Email-to-Contact Ingestion with AI/Non-AI Classification Tags | — | — | Go through all emails, create Outlook contacts, classify as AI people / non-AI / client / vendor / personal. April to plan and execute. Mentioned 4/8 morning chat. | April | — | — | — | — | — | · | — | — | — | — | |||
| S-26 | SCHARP | AppRiver to Google Vault migration (DLP) | 919757 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| — | SCHARP | SCHARP-NET-001: Follow up with Peerless/Infobip on internet upgrade inquiry | — | — | Christi sent internet upgrade inquiry to Patrick Doolin. [April update 5/20]: Peerless 2610 Industry Way bandwidth quote request sent to Delaney Doolin. Waiting on response. [2026-08-26]: STILL OPEN. Still waiting on the follow-up email. Christi asked that this be checked later — confirm whether Peerless/Infobip ever responded, and surface it if they did not. 2026-09-14 April sent sweep: Christi asked Dr. Barbour to approve raising SCHARP site circuits from 100 Mbps to at least 500 Mbps (about $200 to $500 more per month per active site; HQ and Crenshaw first, then Vermont). Dr. Barbour approved ("Please proceed"). Digital Realty LAX11 200 Mb proposal also received the same day. | — | — | — | — | — | — | · | — | — | — | — | |||
| S-15 | SCHARP | Get site admin/front desk list for all SCHARP locations | 919746 | — | — | — | — | — | — | — | — | · | — | — | — | — | |||
| S-60 | SCHARP | Develop HIPAA-compliant onboarding and offboarding process template | — | — | SOP v1.0 drafted 3/13. Updated 3/14 with new sections. NEXT: Add steps discovered during mobile device cleanup: (1) Remove/wipe mobile device from Google Admin, (2) Remove from Brivo access control, (3) Remove from ADT alarm rotation, (4) Remove from shared/functional mailboxes, (5) Remove CrowdStrike/Trellix agent, (6) Review Barracuda, VoIP, Paylocity/KnowBe4, CareLogic, Box, Atlassian access. Also create TECH-LEVEL offboarding SOP (step-by-step for Robert/Gaston/Mike) and update CW task template to match. | — | — | — | — | — | — | · | — | — | — | — |
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