C21 - Inventory + Users / Devices

We are doing a round of design refinement based on conversations with Mark Peterson. I've created a rough outline of the work (See, My notes). Create a clear design brief and technical plan (design brief for the humans, technical plan for AI work). Start with my notes, but analyze the call looking for specific todo items and any other items we should consider adding to the plan.

My Notes

Two pages: Inventory, Users / Devices

Inventory

• Move "Machines" to Users / Devices
• Consolidate around companies instead of agent (Anthropic as superset of all of it's agents)
• We want to know who is doing what
  • Who has the monitor installed, who doesn't (see integration with Identity management systems)
• What are the devices
• Is agents the correct starting point?
  • Workstations instead?

Ideas of what to show:

• Usage Trends
• Monitored assets vs Unmonitored
• Licencing, is it Personal or Company
  • Use Case
  • Block personal accounts, keep IP away form public models

Users / Devices

• Integration with Identity management systems
• Know usage and what people are using AI for
• Tokens / Dollars

Raw Meeting notes & Analysis

write a design brief from the Mark Peterson dashboard/reporting call.

• Extracted data: ../market-analyst/data/proc essed/38075ead-4294-428f-bb58-13898dad7160.json

(transcript + Avoma notes alongside in ../market-analyst/data/raw/).

He's a fractional advisor scoping the dashboard product — treat it as roadmap input, not customer discovery.