Stephanie 2024

March 25, 2024, 1:00 PM - Day One at RH

• Questions
  • Seating location
    • CS room
  • Computer, monitor, keyboard - my laptop, RH keyboard & mouse
  • File structure / standards, etc. Where do I put content? IT folder?
    • See Onboarding doc
  • First invoice - end of March? Katy - up to me, e.g., bi-weeky.
  • Am I a 1099 OR W-2 employee? 1099
  • Review my check list with Stephanie

March 25, 2024, 12:34 PM - Stephanie

• Connetic has set up accounts for me, including email - refer several emails.
• Day One To Dos for kms:
  • Work with Connectic to set up MacBook for Jessica Marshall whostarted today
    • Refer Set up Jessica’s computer with Connetic
  • Set up 3PM call with Justin to discuss domains and Exigo
    • Refer RH Domains
  • Go through the Onboarding document
    • Google My Drive / RH_240122_New Hire Agenda and Reference Links_K.Smith.docx
• RH Staff Introductions
  • Refer thought RH Staff
• Onboarding new staff
  • Use a Google Form.
  • Use Zapier to send zap autoemail to Steph and Katie when a form is submitted
  • Katy reviews request before sending on to Connetic
• Connetic - MSP
• Google -> Microsoft 365 MIgration
  • This is a given, even though the perception may be inaccurate,
  • There is a perception shared by the CTO Advisory Board and Connetic that Google is not a secure environment.
  • The Board has bought in, so the move to MS365 is a given.
• Zoom
  • Most use the free account, linked to personal email.
  • Have four paid Zoom accounts

March 25, 2024, 5 PM call with Stephanie

• Discussed domains and Exigo with Justin
  • Refer RH DomainsRH - Rebalance Domains
• Connectic completed set up MacBook for Jessica Marshall
  • Refer Set up Jessica’s computer with Connetic - Done.
• Onboarding document
  • Google My Drive / RH_240122_New Hire Agenda and Reference Links_K.Smith.docx
  • Working through that
• Tech Stack
  • Notes in the diagram
    • PHASE I
    • Onboard Exigo
    • PHASE II
    • Integration of Exigo in Gorgias
    • Integration Business Dynamics
    • • (Inventory, Finance, HRM)
    • Questions:
    • How do we secure vulnerabilities?
    • Sponge IO ???
    • Busines Intelligence ???
    • kms computer, keyboard, monitor?
• kms review.
• Then divide and conquer with Stephanie. To review. This afternoon or tomorrow.
• Get a full picture.

Review

S. will add me to Epic.io

Note:

By default, add Justin as admin to any system. Also David.

Manage all this the Tech Stack Google Sheet.

Naming conventions

RH_EG evergreen.

RH_yymmdd_name.

Justin is particular about file naming and organization.

3/27/2028 - discussion with Steph re kms role

Refer thought RH - kms 90 day role

Done:

• 2**0240402 - Stephanie - MyFishbowl Hosting Hard Drive Capacity
  • Done.
• Google Admin
  • Stephanie - ticket to Connetic re admin for kms? Yes. See email.
  • FYI, I could not delete files under Ops / IT ....
  • Where should I put docs relating to GTMM? in my folder or IT?
  • All named for example: RH_240402_Discussion points and recommendations for Justin re GTMM
  • Done.
• Microsoft 365 license
  • At this point I don’t have one. Challenging to work with Teams / attend Teams meetings, e.g., with Exigo. I joined with my BI profile / account.
  • I can open a ticket with Connetic, prior to the purchase of the licenses for upgrade.
  • Done.
• Project Planning - GTMM
  • In theory we could step back and let Connetic handle everything. But I am not comfortable with it, since we are driving to a timeline.
  • I would like to keep our own plan, and set up regular meetings with C. Probably twice-weekly
  • Do you use any project planning tool? I see Trello listed in the tech stack diagram.
    • SuperUser: Kennedy, Admin: Katy, Team Member: Stephanie.
    • Marketing use it for its projects. Steve: Kind of annoying.
  • If so, I would like to leverage. Who is the local expert?
  • If not, I will build a plan in Google Sheets. Perfect.
  • Shared with Stephanie that I am using Smartsheet. She likes it / has used it.
• Exigo - MLM
  • Done.
• Exigo - Payquicker API Integration
  • All good.
• Connetic - MSP
  • Good for now, especially with GTM in progress
• Folder & File structure
  • Justin’s 3 week project going through all files and systems ..... Leave as is..
  • Anything for me to do, other than factor his finish date into GTM?
  • Essentially done.
• HiHello - Digital Business Cards
  • Canned per Justin.
• Firewall upgrade 4/5
  • Appeared to have gone OK
• [Connetic #313872] Rebalance: Google to Microsoft Migration - Admin access to WiseStamp
  • 4/17: Stephanie has set up systems@rebalancehealth.com as an admin account
• Connetic 313783 - Set up email addresses for RebalanceKN.com
  • Done, tested.
• Exigo/Epic.io - Individual URLs for Assets
  • 4/12: Ran by Justin. Ideally would be on RebalanceKN.com hosted by Exigo, but they pushed back and made it complex.
  • We can host them on RebalanceHealth.com, but different URL.
  • Understands the options. He is good with where we are. Nothing more to do for now.
• Cytracom - Phone System
  • Work with Cole to set up phone for Jessica
  • 4/12: Discovered that Wifi is a paid feature!
  • 4/15: After Cole purchased the Wifi option, I set up Wifi n/w & password on Jessica’s phone, tested with Cole, all good.
• Google to Microsoft Migration
  • Underway. See Smartsheet.
  • Review the Heads Up Doc
    • RH_240416_Google To Microsoft Migration - Heads Up
    • Includes latest timings, the week of May 6th
  • 4/22 - Stephanie: OK, send. Done.
• Exigo ticket 217623 - How to prevent our Exigo emails going into customers spam folders
  • 4/24: Done, emailed Stephanie..

• Google to Microsoft Migration
  • Underway. See Smartsheet.
  • Review the Impact and Changes Doc
    • RH_240410_Google To Microsoft Migration - Impacts and Changes
  • For the Background / Overview, I’d like your input:
    • What is the key business driver? Security.
    • kms to self - don’t put in doco at this point.
  • Level of documentation required?
    • OK to provide cutover steps and points. No need for detailed “how to use” doco.
    • Connectic Support will be available.
  • 5/3 discussion:
    • Stephanie will email me a link to WiseStamp (for Mac)
    • Amy has copies of all her Knowledge Network PDF files in Dropbox. So good here.
    • Stephanie OK with GTMM cutover complete by 5 AM MT. Only East Coast people are Dina and Amy.
    • Update documentation to provide three options to assist everyone with the cutover:
      • Do it yourself
      • Call Connetic
      • Zoom call 8:30 - 9 AM on Wed May 8. Stephanie will send out the invite.
    • Send out the documentation both Monday morning and Tuesday afternoon
    • Set up time with Justin 8-8:30 AM Wed to assist him with the GTMM
    • WiseStamp delay - let Justin know!
• Jury Service in June
  • Postponed until November
• 20240529 - Justin - Enterprise Server to host some web solutions - Cloudways
  • Done/under control.

April 19, 2024, 1:30 PM - Stephanie

• Asked if OK to layer on something additional. Kms - fine.
• = Security and Protocols. See below / specific thoughts.

To discuss with Stephanie:

• Google to Microsoft Migration
  • Connetic Help Desk is muchly in Kentucky, and several were sheltering from tornados during the GTMM cutover!
  • WiseStamp delay
    • .
  • Set up Zoom call for everyone to discuss GTMM ...
    • Once we can see each others’ calendars ...
• Tech Stack
  • Anything to focus on right now?
  • 4/22: Not currently, other than locking down Shopify app installation. See below.
• Shopify Permissions - Lock down ability to install Shopify apps
  • 4/22: Next: Stephanie will set up 10 AM call with consultant Bogdan
  • 4/25: Wait until after GTMM.
• Security
  • I suggest opening a ticket with Connetic to review our current security posture. They should know a lot.
  • Your thoughts? ...
  • 4/22 - Stephanie: Go for it. Done. Refer [Connetic #314565] Rebalance: Cybersecurity
• Migrate laptops from personal Apple IDs to corporate Apple ID
  • Ditto - I suggest opening a ticket with Connetic to review.
• CMS
  • Last week you asked if we needed a Content Management System?
  • Context? More web site specific.
  • .
• APIs - Gorgias <> Exigo
  • What needed for?
  • Rest API - uses http for data create, read, update, delete.
  • 4/22 - Stephanie: Discuss later.
• MS Dynamics
  • Next steps? There was to be a call during the week of Apr 8?
  • 4/22 - Stephanie: David has postponed until after KN dust has settled.
  • 5/21: Per discussion with Justin, on hold for now.
• Rippling
  • Thought - Rippling - HR, Payroll, IT
  • Per David, take into account.
  • Fold it in with Security, MDM / Intune, Azure AD (Entra AD). OK
  • kms to broach with Connetic ... - go for it. Done. Refer [Connetic #314564] Rebalance: Rippling Implementation - heads up
  • Call with Rippling on May 23
  • 5/3 discussion:
    • I shared that Connetic has experience with Rippling. That Rippling will likely default in Sentinel One AV. That Rippling has many modules/options, and there may be some overlap.
    • Stephanie suggested that I email Katy, David with her in copy to get a copy of the Rippling contract and details. Done.
• Multi-domain Signatures for KN
  • 4/19 email to Stephanie re: How to fairly easily generate Knowledge Network email signatures
  • Thought 20240419 - Email signatures for Knowledge Network emails
  • 4/22 - Stephanie: Hold for now.
• Protocols
  • .
• Connetic
  • I have set up Weekly call with Joshua for the next three weeks, then will change to monthly, per contract stipulationi.
  • .
• Decommission Google Workspace
  • Refer the comments/suggestions in my email reply.
  • I’ve also run them by Connetic, but Joshua is out until Monday.
  • 5/23 next step: Stephanie (or me) to run by Justin.
    • ...
• kms purchase of RH product
  • I asked Cole re F&F, he said there may be an employee credit.
  • I ran by Katy, she deferred to you.
  • .
• SharePoint and Teams Management
  • Working with Connetic on this. No clarity yet.
  • But there seem to be ways to leverage both.
  • I’m putting together documentation - hybrid set up and user doco.

June 12, 2024, 3:00 PM call with Stephanie

• Working & Billing Hours
  • I inadvertently invoiced for Mon May 27, Memorial Day. But I had worked in additional hours
  • I will work on Jun 19, Juneteenth, although I see it marked as company holiday. E.g., work with Connetic
  • Summer movie afternoon - will work in hours.
  • All OK?
  • .
• Consulting Agreement
  • As of next Friday, June 21, I would have worked at RH for 13 weeks = 90 calendar days approx
    • Per Justin during Mar 19 interview, consulting arrangement will be
      • 20 hours per week for 90 days
      • If BI gets funding, stay with BI
      • If no funding, extend the contract
    • Per actual consulting agreement:
      • Effective date March 24, 2024
      • Initial Term ends on 90 day anniversary of effective date
      • Such term shall be automatically extended without any further action of the parties for successive one month terms
      • Termination with 30 days written notice.
  • Stephanie needs to partner with Justin to work out the plan.
    • Not at a point where we need someone full time.
    • If volume doesn’t pick up, will need to cut costs.
    • Hope that will be able to see in the next two weeks.
    • Would I be Ok to individual projectgs.
    • Touch base next week.
  • June 20, 2024, 12:30 PM - Stephanie
    • Not sufficient volume yet. That is way DQ is being let go.
    • Would like me to stay on a a project basis.
    • Starting Mon Jun 24.
    • Katy will draw up a contract.
    • I noted that I was seeing BI’s Controller tomorrow morning.
• [Connetic #316936] Rebalance: Microsoft SharePoint and Teams - best practices for sharing externally
  • Rainer - per Trent
    • I let Stephanie know the following:
      • Anyone can add anyone to chat
        • All they need is a Microsoft ID, and a Teams personal account.
      • Can add to our tenant as a guest if we want them to have access to a team (and channels)
    • Stephanie:
      • Let’s test with Trent. Get his experiences
      • Copy Stephanie on communications
      • kms: I will put together documenation re Microsoft
        • Notes and SOPs pertaining to the new Microsoft environment
• [Connetic #317120] Rebalance: Add Paulette Diby as a guest to the Boulder Office group in Teams
  • Paulette - per Katy.
  • Yahoo may not work.
  • .
• 20240607 - Amy - menopauseissues@rebalancehealth.com mailbox
  • Don’t seem to be able to add a Shared Mailbox to an Apple Mail, per Kennedy’s request.
  • Opened ticket with Connetic.
  • .
• WiseStamp Signatures - Amy, Katy, Cole
  • Tickets open with Connetic, who in turn are pursuing with WiseStamp.
  • Stephanie has the same problem.
  • .
• Rippling and Security, AV, etc.
  • Rippling seems to be going OK.
  • RPass doesn’t seem applicable. OK Stephanie.
  • kms cannot log in.
  • SSO sounds good, but need to test carefully with Connetic.
    • Stephanie doesn’t like. In theory sounds OK, but in practice not..
  • Stephanie agrees with me that we can use 1Password as the single version of the truth.
  • Asked me to close the book with Katy on this. Done.

• MDM (and AV)
  • Per early June discussion with Katy:
    • We need to digest internally. Won’t move within a month.
    • Rippling team will send quote for MDM
    • Test deploying MDM on an existing Mac.
    • Stephanie:
      • Katy likes the idea of MDM.
      • Justin and David are not at that point yet.
      • Better to handle internally.
  • Either MDM and AV with Rippling, or with Intune and Connetic.
    • If we go the Rippling route, we should be able to downgrade our MS licenses.
    • Stephanie: Go ahead and pursue with Connetic.
    • Stephanie will send out a message regarding this.

• [Connetic #317713] Rebalance: [PROJ] Workstation Antivirus Deployment - Investigation
  • .
• [Connetic #317713] Rebalance: [PROJ] Workstation Antivirus Deployment - Investigation
  • .
• New Clinical Study
  • Hold tight
  • Send groups (Done).

• 20240523 - Google Account Cleanup (aka Decommission Google Workspace)
  • .
• 20240524 - Substantially improve the VOIP service in our Customer Service office
  • UPS: Switch delivered today, 6/12. Will test tomorrow.
  • .

June 21, 2024 - Summary of discussion with Stephanie:

• Plan on working 5 hours per week, let Stephanie know if more. Absolute cap at 10 hours per week.
• Clear desk.
• Touch base each week.
• Plan on coming in twice per week. Stephanie least busy 12 - 2 PM.
• Add Stephanie to calls with Joshua. Requested.
• Add Stephanie to all open tickets as they come up.
• Share To Do / Done list with Stephanie.
• Add Russell, Stephanie, Jessica, Cole to new shared mbox, along with Michaela Bell. Done.
• Regarding Justin’s spam uptick - divide and conquer - kms to reach out to Dina. Done.