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tech diligence

topic
2 meetings, 32 action items
Meetings (2)
Apr 27 7:03PM
Apr 24 6:02PM
Action Items (32)
Apr 27, 2026
Cancel ChatGPT accounts and transition to Claude Enterprise
pending_review · View Meeting
Apr 27, 2026
Conduct computer hardware assessment
pending_review · View Meeting
Apr 27, 2026
Implement MDM (Mobile Device Management) solution
pending_review · View Meeting
Apr 27, 2026
Plan monthly AI office hours training sessions
pending_review · View Meeting
Apr 27, 2026
Develop 3-month to year-end roadmap
pending_review · View Meeting
Apr 27, 2026
Create AI dashboard for board meetings
pending_review · View Meeting
Apr 27, 2026
Evaluate pharmacy tech hiring needs
pending_review · View Meeting
Apr 27, 2026
Plan SOC2 and HIPAA certification path
pending_review · View Meeting
Apr 27, 2026
Continue integration hub development
done · View Meeting
Apr 27, 2026
Complete Jira integration and onboarding
done · View Meeting
Apr 27, 2026
Present pharmacy upload form to Rebalance Pharmacy
done · View Meeting
Apr 27, 2026
Finalize South Carolina Association and Concert integration workflow
done · View Meeting
Apr 27, 2026
Build data querying tool for dataset analysis
done · View Meeting
Apr 27, 2026
Create architecture document and diagram for Cody
done · View Meeting
Apr 27, 2026
Demo AI chat feature to product management team
pending_review · View Meeting
Apr 27, 2026
Finalize meeting date with Darren and Abraham
pending_review · View Meeting
Apr 27, 2026
Create master project tracker spreadsheet
pending_review · View Meeting
Apr 27, 2026
Finalize AI governance and policy document
done · View Meeting
Apr 27, 2026
Distribute AI governance document and get staff sign-off
pending_review · View Meeting
Apr 27, 2026
Create walk phase roadmap and feature/story breakdown
pending_review · View Meeting
Apr 27, 2026
Send walk phase roadmap status update email
pending_review · View Meeting
Apr 27, 2026
Allocate 20 hours per week for walk phase execution
pending_review · View Meeting
Apr 27, 2026
Research and evaluate Hermes agents and Nous Research models
done · View Meeting
Apr 27, 2026
Develop improved GitHub code review system with HIPAA compliance
done · View Meeting
Apr 27, 2026
Run Plan of Care epic end-to-end through Cody system
done · View Meeting
Apr 27, 2026
Finalize Product Requirements Document for Plan of Care epic
done · View Meeting
Apr 27, 2026
Address Azure DevOps board misconfigurations
done · View Meeting
Apr 27, 2026
Train team on crawl phase process using Plan of Care as case study
done · View Meeting
Apr 27, 2026
Develop GitHub deep integration for Cody
done · View Meeting
Apr 27, 2026
Build documentation process integration for Cody
done · View Meeting
Apr 27, 2026
Implement CI/CD auto-deployment for QA environments
done · View Meeting
Apr 27, 2026
Refine QA process and handoff workflow
done · View Meeting