JBS Daily Briefing

• Quiet day after Tuesday's DR win — closed out the M365 license reallocation and the Agency Revolution/VFCA hosting cutover.
• Found and fixed a silent gap: the new offsite backup upload had never actually run since being wired in, because the daemon needed a restart.
• Captured the Tech Team Huddle (Steve out), the Gallen hotel-desk debrief with Jill Bernstein, and Steve Gladfelter's monthly 1:1.
• A Microsoft 365 global outage hit mid-day — handled via a master ticket, no lasting impact.
• TCCP webinar prep session held; corrected the 11/19 start time to 8:30 AM.

• 1d
  YOUWrite a script to uncheck "Synchronize across time zones" on all EKMTelemetry scheduled tasks fleet-wide

  Due yesterday, not yet started — [[EKM Endpoint Telemetry]]

• 10:00 AM🎥
  Arctic Wolf — Security Summit follow-up call (Lillian Arkesteyn, Dakota Smith)

  1 hr, Zoom — follow-up to Jeff's 10/21 email on Adaptive Threat Protection, EDR (Cisco Secure Endpoint/AMP), and Barracuda-backup compatibility; also covers Mobile Protect, Swarmview, and Shadow AI Discovery. Steve Gladfelter joining. [[Arctic Wolf]]

  • Runs inside the 10:30 AM–12:00 PM out-of-office block set for today's bank visit (actual bank appointment is 11:00 AM) — roughly a 30-minute overlap on the calendar, worth a glance.
• 11:00 AM🧑
  Bank visit with Mom, M&T Bank — today's Top Priority, see above

  Calendar shows a 10:30 AM–12:00 PM out-of-office block around the confirmed 11:00 AM appointment with Randy. [[Poulett Shiflett]]
• 12:00 PM🧑
  Mom — appointment with Vanessa

  1 hr, personal — calendar-only, no matching vault note. Vanessa is Judy/Jeff's regular stylist at Stray Kats, so likely a haircut for Mom, though that's not independently confirmed.

  Calendar-discovered — not written into the vault.
• 1:00 PM🎥
  Cisco Secure Access demo/discussion (Danny Hart, Cisco)

  1 hr, WebEx Join — Telecom included (Ryan Bauman, Mike Nitchman, John Malick). Covers Cisco's per-action (upload vs. download) DLP control and real pricing for the SIA Advantage upgrade. [[Cisco Umbrella Web Filter Tiers]]
• 4:30 PM
  Steve Gladfelter PTO (partial afternoon)

  Calendar shows him out 4:30–5:00 PM today.

• Reschedule "lunch w TW @ RTC" to a new date

  Added 11/4, to clear today's Cisco meeting conflict — new date not yet set.

• Mon 11/16
  Check VoxTelesys 10DLC Campaign CF7YFQX vetting outcome

  Review can take up to two weeks from the 11/2 submission. [[VoxTelesys]]
• Tue 11/17
  10:30 AM
  Monthly 1:1 with Ryan Ostiguy

  10:30–11:30 AM, in person at Jeff's office — rescheduled twice from the usual 1st-Monday slot. [[Monthly 1-1 with Ryan Ostiguy]]
• Tue 11/17
  2:30 PM
  Technology Steering Committee — 2027 Technology Budget ownership-level roadmap overview

  2:30–3:30 PM, hybrid (Teams/EKM Board Room), Mike Harter invited. [[Technology Steering Committee]]

  • Ownership-presentation reminder: lead with the decision and nail the 20-word ask before the meeting, given this is the first real ownership-level look at the 2027 numbers. [[Shared Ideas and Tips]]
• Tue 11/17
  Chris Hess Gallen quarterly site visit

  Confirmed firm 11/3, deliberately avoiding winter travel. [[Gallen]]
• Tue 11/17
  Send helpdesk ticket backlog chart to McTechers

  [[Helpdesk Ticket Backlog Reminder]]
• Wed 11/18
  3:00 PM
  Grid Interface (GridCom) group demo

  Confirmed; full poll group scheduled to attend. [[Grid]]
• Thu 11/19
  8:30 AM
  TCCP introduction webinar, with John Olkowski and Laura Mercadante

  Time corrected 11/12, per TCCP's own scheduling change (was 11 AM). [[TCCP]]
• Thu 11/19
  2:00 PM
  Doceo/Dave Kopp transition meeting

  Services/costs review for the 2027 budget, EKM Boardroom. [[Doceo]]
• Sat 11/21
  Zywave annual invoice due (INV-489985, $171,714.10)

  Net 10. [[Zywave]]

• 2027 Technology Budget — Active: initial submission sent to Laura/John, awaiting their review.

  • Next: ownership-level roadmap overview at the Technology Steering Committee, Tue 11/17 — see This Week Ahead.
• AI Tools Evaluation and Adoption — Active: Outmarket SSO complete; Claude SSO full production go-live re-targeted by Steve to December 2026.

  • Blocker: Gallen/VFCA domain-integration issue still being resolved before cutover.
• Cisco Umbrella Web Filter Tiers — Active: current DNS Advantage tier can't separate upload/download control; SIA Advantage recommended, pricing not yet in hand.

  • Next: Cisco Secure Access demo (Danny Hart), today 1:00 PM — see Today's Schedule.
• Quandri — Active: NDA and VSQ complete; $36,000 2027 budget line added (Personal Lines), pending carrier testing.
• Regional DR-BC Hotsite — Active: round 1 failover test passed cleanly 11/10; Steve's 11/12 follow-up re-targets DR round 2 and the Synology NAS install to January 2027, and W-drive mapping to December 2026.

  • Next: Steve's remaining prep items (O365, BKB, SSO apps, print services) — see Waiting On.
• Employee Engagement TV Displays (DakBoard) — Active: Comcast TV cancelled at York and VFCA, disconnect effective ~11/25; equipment returns still pending.
• Jeff Shiflett 2027 Goals — Active: Goal 1 (Ryan Ostiguy fit/role determination, March 2027 target) — latest dated entry (11/5): Ryan built a 4-column tracking spreadsheet for the claims-download project and declined to run policyholder PII through Claude when asked.

Nothing personal-only for today beyond what's already in Today's Schedule above.