I Need Coffee - Episode 203 - Weekly BC Review! (March 13, 2026)

1. AI Experimentation & Large Projects  
   - Finished the **Prospect Discovery Questionnaire** project: 500+ pages total across 35 documents (main 40-page questionnaire + topical sections + 24 detailed questionnaires)  
   - Designed as a “choose-your-own-adventure” style tool with yes/no gating questions to determine which deep-dive sections are relevant (company overview, GL, AP/AR, inventory, manufacturing, warehouse, integrations, compliance, etc.)  
   - Created using Claude.ai (web) over several days and many tokens — estimated value equivalent to $500k+ enterprise consulting work  
   - Now building a **Project Risk Assessment Framework** based on the same approach (using PMP/ISO 31000 principles)  
   - Using these massive documents as test beds to push context windows and prompting strategies

2. Claude Projects Feature  
   - Discovered and started using Claude.ai “Projects” — allows uploading dozens of files (35 docs used only 15% capacity) for persistent context  
   - Successfully used to deduplicate questions across all documents (found only 4 true duplicates via Jaccard index)  
   - Enables better multi-document analysis and consolidation than single long chats

3. AI Efficiency vs. Mundane Reality  
   - Coined theme: “Creating the Impossible yet Fighting the Mundane”  
   - AI enables building things previously unthinkable, but real life still involves slogging through broken RMA processes, website redesigns, spam filters, etc.  
   - Western Digital drive RMA saga: submitted Jan 8, still waiting after 2+ months due to repeated system failures  
   - Microsoft Defender anti-spam rules cannot whitelist subdomains (e.g., Anthropic magic-link emails from mail.anthropic.com) → ongoing login frustration

4. Website Redesign Struggle
   - Tanya and Steve both hate working on the company website  
   - Using Perplexity to critique and guide WordPress + Elementor cleanup  
   - Frustration with WordPress base product, themes, and plugin ecosystem (constant upsells and vulnerabilities)

5. Business Central / Development Updates  
   - Object ID range overlaps discovered in AppSource apps (due to manual tracking instead of spreadsheet or AL Object ID Ninja) — only two actual duplicate IDs  
   - Preparing three prototype PTE apps for conversion to AppSource (created checklist via AI)  
   - AI (Perplexity) instantly found mapping errors in RDL/Word report layouts (e.g., Payment Terms wrongly bound to Shipping Terms; spelling error “Bacid” instead of “Batch ID”)  
   - Franklin becoming unintentional approval workflow expert after multiple AI-assisted refactors

6. Team & Nearshore Updates 
   - Joselyn & David continuing MB-800 study  
   - Ronald implementing Continia Document Capture  
   - Fatima reviewing prospect questionnaire and resuming PMP studies  
   - Franklin prepping apps for AppSource + handling approval workflow issues  
   - Two Salvadoran furballs (kittens) update — one looks like a Maine Coon, the other is the “runt” with big personality

7. Upcoming Events  
   - Directions NA – Orlando, April 27–29  
   - Dynamics Con – Las Vegas, May 12–15 (hotel prices insane; Steve flying in same-day for some nights)  
   - Directions Asia – Ho Chi Minh City, May 13–15  
   - DynamicsMinds – Slovenia, May 25–27