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Eric

person
8 meetings, 13 decisions, 71 action items
Meetings (8)
Apr 2 5:02PM
May 29 12AM
Interlace Health Discussion Interlace Health
May 22 12AM
Interlace Health Discussion Interlace Health
May 15 12AM
Interlace Health Discussion Interlace Health
Mar 3 12AM
Decisions (13)
Apr 28, 2026
New release communication process implementation
A new release communication process is being developed that will include a calendar and more cyclical, crisp communicati...
Apr 28, 2026
Demo org update process
Cliff will be responsible for reviewing release summaries and coordinating with DevOps (Don) to update the demo org, rat...
Apr 28, 2026
Release 30 deployment timeline
Release 30 (combining releases 2075-30) will be deployed to test environments tonight and to live/production environment...
Apr 28, 2026
New two-week sprint cycle implementation
Transitioning to an updated two-week sprint cycle with 8 days of coding followed by 2 days of QA, starting after release...
Apr 28, 2026
Pricing set at $4,909
Confirmed the service pricing at $4,909, with breakdown showing costs for infrastructure, Stripe fees (3%), and staff co...
Apr 28, 2026
Office hours capacity and compensation structure
Decided that EOH will offer up to 40 office hours per month at full capacity, with partner facilitators paid $200 per of...
Apr 28, 2026
Deploy system on Cloudflare
Decided to deploy the EOH financial model system on Cloudflare using Claude code and GitHub integration for fast deploym...
Apr 28, 2026
Ashley designated as community manager
Agreed that Ashley will serve as community manager for EOH, with reimbursement for hours spent curating the platform.
Apr 28, 2026
Send foundational materials to team
Peter decided to send out foundational materials to help Katie, Michael, and the team get on the same page about previou...
Apr 28, 2026
Michael Carlson to mentor Ellie
Peter decided to have Michael Carlson mentor Ellie and work closely with her to evaluate whether she's being assigned on...
Apr 28, 2026
Provide one-pager and pitch materials for client distribution
Committed to preparing a one-pager and pitch materials for Interlace Health's cybersecurity training and assessment serv...
Apr 28, 2026
Interlace Health to develop weekly/bi-weekly cybersecurity training service
Decided to roll out a reasonably priced weekly or bi-weekly cybersecurity training service for clients to educate them o...
Apr 28, 2026
Establish referral partnership with 10% commission
Agreed to a referral partnership structure where Bryan's organization will receive 10% commission for referring clients ...
Action Items (71)
Apr 28, 2026
Share Phoenix Project reference with team
done · View Meeting
Apr 28, 2026
Explore AI self-monitoring and patient data integration concept
done · View Meeting
Apr 28, 2026
Discuss QA bottleneck resolution strategy at open door meeting
done · View Meeting
Apr 28, 2026
Lead QA assessment and unsticking effort
open · View Meeting
Apr 28, 2026
Get permission and coordinate QA intervention with leadership
done · View Meeting
Apr 28, 2026
Schedule daily QA standup meetings with Chris and Tavoris
open · View Meeting
Apr 28, 2026
Block calendar time for QA work Monday-Wednesday
open · View Meeting
Apr 28, 2026
Identify QA resources from Techi X or internal team
open · View Meeting
Apr 28, 2026
Develop product board estimation framework for AI vs human work
open · View Meeting
Apr 28, 2026
Share product board estimation comments with Katie
open · View Meeting
Apr 28, 2026
Coordinate open door strategy reset planning
open · View Meeting
Apr 28, 2026
Prepare for open door meeting this afternoon
open · View Meeting
Apr 28, 2026
Guide Dawn on director vs manager role transition
open · View Meeting
Apr 28, 2026
Implement three-parallel-sprint process for dev/QA/planning
open · View Meeting
Apr 28, 2026
Establish dedicated squads for roadmap initiatives
done · View Meeting
Apr 28, 2026
Create KPI dashboard updates for Cody integration
done · View Meeting
Apr 28, 2026
Ensure Michael Carlson has proper refinement process with dev teams
open · View Meeting
Apr 27, 2026
Call with SAP Podcasting about luxury apartment complex podcast booth
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Apr 27, 2026
Prepare pictures and materials for SAP Podcasting presentation
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Apr 27, 2026
Meet with Dawn to address QA bottleneck and development backlog
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Apr 27, 2026
Enroll Dawn in Executive Office Hours mentorship program
open · View Meeting
Apr 27, 2026
Enroll Petty in Executive Office Hours mentorship program
open · View Meeting
Apr 27, 2026
Share TikTok management coach videos with Allison for Dawn
open · View Meeting
Apr 27, 2026
Have leadership conversation with Allison about setting expectations for Down's communication
open · View Meeting
Apr 27, 2026
Reinforce Down's authority and decision-making autonomy
open · View Meeting
Apr 27, 2026
Set Azure budget expectations with Down
open · View Meeting
Apr 27, 2026
Respond to Down's data storage email with executive framework request
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Apr 27, 2026
Evaluate Michael's director of product role with 90-120 day cap
open · View Meeting
Apr 27, 2026
Explore director of engineering role to partner with Down
open · View Meeting
Apr 27, 2026
Have strategic conversation with Down about team structure and developer redeployment
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Apr 27, 2026
Send Down TikTok management coach video link
open · View Meeting
Apr 27, 2026
Recommend leadership development workshop for Down
open · View Meeting
Apr 27, 2026
Follow up with Bryan on QA resolution
open · View Meeting
Apr 27, 2026
Add Jacob to meeting invite distribution
open · View Meeting
Apr 27, 2026
Keep Thursday checkpoint meeting for phase one wrap-up
open · View Meeting
Apr 27, 2026
Submit remaining evidence for I1 phase one by second week of February
done · View Meeting
Apr 27, 2026
Provide clarity on I1 vs E1 evidence status summary
done · View Meeting
Apr 27, 2026
Add Brian to spreadsheet and EXTRANET access
open · View Meeting
Apr 27, 2026
Send Brian SharePoint/EXTRANET site link
open · View Meeting
Apr 27, 2026
Sync with Eric first thing Monday or this week on progress
open · View Meeting
Apr 27, 2026
Prepare executive summary on I1 vs E1 phase gates
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Apr 27, 2026
Focus remediation efforts on E1 controls with gaps
done · View Meeting
Apr 27, 2026
Finalize HITRUST report
done · View Meeting
Apr 27, 2026
Obtain AT&T attestation for PIN test
done · View Meeting
Apr 27, 2026
Complete security risk assessment
done · View Meeting
Apr 27, 2026
Create SharePoint folder for Ione phase two
done · View Meeting
Apr 27, 2026
Complete phase two testing by end of week
done · View Meeting
Apr 27, 2026
Verify Brooks' background and references
open · View Meeting
Apr 27, 2026
Review Li's work and prepare for Brooks onboarding
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Apr 27, 2026
Develop sales process documentation with Samantha
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Apr 27, 2026
Address sales team pipeline and lead generation strategy
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Apr 27, 2026
Facilitate L10 meeting next Thursday to address team issues
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Apr 27, 2026
Require SOV (Statement of Value) in weekly sales reports
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Apr 27, 2026
Revisit 60-90 day organizational recommendations
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Apr 27, 2026
Send email on taxonomy and nomenclature breakdown
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Apr 27, 2026
Coordinate org chart alignment meeting with Rhonda
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Apr 27, 2026
Make progress on product management during Wednesday meeting
done · View Meeting
Apr 27, 2026
Evaluate Pete as AI/optimization consultant
open · View Meeting
Apr 27, 2026
Document SLAs and process bottlenecks
done · View Meeting
Apr 27, 2026
Finalize two hiring decisions
open · View Meeting
Apr 27, 2026
Coordinate on Eric's analytics work transition
done · View Meeting
Apr 27, 2026
Interview fractional Chief Product Officer candidates
open · View Meeting
Apr 27, 2026
Confirm termination scheduling for Philip and Eric
done · View Meeting
Apr 27, 2026
Review AI resources document with Kevin and others
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Apr 27, 2026
Collect time information from implementation consultants and form designers
done · View Meeting
Apr 27, 2026
Create spreadsheet status update for all projects
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Apr 27, 2026
Revisit Petty's organizational placement and role definition
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Apr 27, 2026
Finalize Brooks' product leadership role and onboarding
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Apr 27, 2026
Build out Cloud Ops team with additional hire
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Apr 27, 2026
Develop AI team and automation strategy
open · View Meeting
Apr 27, 2026
Follow up on meeting with Allison regarding organizational changes
done · View Meeting