Meeting Title: Brainforge Monthly Allocations Review Date: 2025-10-01 Meeting participants: Rico Rejoso, Justin Breshears, Uttam Kumaran, Amber Lin


WEBVTT

1 00:00:32.390 00:00:33.899 Uttam Kumaran: Hello, guys.

2 00:00:35.990 00:00:36.730 Justin Breshears: Howdy.

3 00:00:37.280 00:00:39.060 Rico Rejoso: Hi, you thumb. Hi, guys.

4 00:00:39.500 00:00:40.850 Uttam Kumaran: How’s your dates?

5 00:00:42.390 00:00:43.769 Justin Breshears: Very meaty and hot.

6 00:00:45.690 00:00:49.050 Uttam Kumaran: I missed the services meeting, I wanted to do that, but we had a…

7 00:00:49.300 00:00:53.520 Uttam Kumaran: We had an equally productive partnerships meeting that.

8 00:00:53.520 00:00:54.170 Justin Breshears: Nice.

9 00:00:54.650 00:00:59.489 Uttam Kumaran: Okay, I’ll go to the first 15 minutes of that, and it’ll come to you guys, and I just… just kept going, so…

10 00:01:01.120 00:01:06.539 Justin Breshears: Services meeting was good. It’s good to kind of sit back, take a high level of, like, strategy of how we’re…

11 00:01:06.690 00:01:12.500 Justin Breshears: approaching future deals and all that, so I think there’s a lot of good… Discussion there.

12 00:01:12.660 00:01:15.310 Justin Breshears: Highly recommend reviewing that one if you have a chance.

13 00:01:15.680 00:01:16.290 Uttam Kumaran: Okay.

14 00:01:17.170 00:01:28.190 Uttam Kumaran: Yeah, what was, like, what’s your, like, takeaway, or… I don’t know, maybe you never… if you haven’t seen that sort of high-level view of everything we do, again, I don’t know what… how the structure of the meeting was, but, like.

15 00:01:28.390 00:01:29.589 Justin Breshears: I’d love to hear.

16 00:01:29.590 00:01:33.380 Uttam Kumaran: you and then Rico, like, yeah, what you both… what you both thought of it.

17 00:01:35.020 00:01:43.250 Justin Breshears: So, I hadn’t taken a look at that, like, high-level view yet, so it was nice to see kind of where we’re at current state-wise.

18 00:01:43.420 00:01:45.239 Justin Breshears: And then there was a lot of, you know.

19 00:01:45.480 00:02:01.099 Justin Breshears: brainstorming around, kind of, like, what we could add to, like, the service catalog and things like that, what kind of targets we could go after. I brought up some of the conversations that you and I have had about, like, partnerships, with different providers, and…

20 00:02:01.520 00:02:07.660 Justin Breshears: different types of projects that we can position, like AI strategy projects and things like that.

21 00:02:07.820 00:02:14.670 Justin Breshears: So I think that was, like, the main benefit of it for me, is to see, like, okay, well, here’s the target segments we’re going after.

22 00:02:15.230 00:02:23.680 Justin Breshears: But… How could we, like, offer different things, or other things, or target different… interface for…

23 00:02:24.110 00:02:33.689 Justin Breshears: the future. And then, talking about the seasonality of some of it, so, like, obviously December’s slowing down for, like, consumer, you know, brands, and…

24 00:02:34.230 00:02:37.259 Justin Breshears: You know, talking about how, like.

25 00:02:37.900 00:02:46.020 Justin Breshears: beginning of end of quarter is, like, where most deals, you know, get lumped. Beginning and end is when they, like, actually sign, right? So…

26 00:02:46.260 00:02:55.519 Justin Breshears: Kind of thinking through, you know, how it’s not necessarily, like, a linear growth model, but kind of more ebbs and flows that way.

27 00:02:56.160 00:02:57.090 Uttam Kumaran: Okay, okay.

28 00:02:57.090 00:02:58.710 Justin Breshears: Those are a lot of the takeaways I had.

29 00:03:02.960 00:03:04.289 Uttam Kumaran: What do you think, Rico?

30 00:03:05.210 00:03:09.629 Rico Rejoso: I wasn’t on the… Services meeting earlier.

31 00:03:09.630 00:03:10.560 Uttam Kumaran: Okay, okay.

32 00:03:10.730 00:03:12.619 Uttam Kumaran: I didn’t know who else, who all was on there.

33 00:03:12.620 00:03:15.509 Justin Breshears: Okay, great. Yeah, I’m glad. I think, like.

34 00:03:15.560 00:03:17.339 Uttam Kumaran: We will start to…

35 00:03:17.470 00:03:21.860 Uttam Kumaran: you know, I also… I also think that that is just a list of services we’re doing now, like, I think…

36 00:03:22.100 00:03:28.259 Uttam Kumaran: For me, what was always interesting in the back of my mind is how do we get more technical? Because more technical work is

37 00:03:28.400 00:03:35.660 Uttam Kumaran: higher billable longer. Like, I want to start doing machine learning, fine-tuning, training AI models,

38 00:03:35.930 00:03:44.780 Uttam Kumaran: Hardcore data science, like… that… that’s where, like, at the moment, I feel like our… and it’s, again, like.

39 00:03:46.750 00:03:51.229 Uttam Kumaran: the data work that we’re doing is stuff that Robert and I have done in most of our careers.

40 00:03:51.430 00:04:03.320 Uttam Kumaran: So I’m gonna bucket it as generally possible, it’s certainly not that hard. I think most of our struggle is actually coordination and running 10 of these in parallel. That’s actually, I think, what we struggle with.

41 00:04:03.430 00:04:12.349 Uttam Kumaran: But I actually want to start doing really hardcore engineering, too, like, because that is really, like, tough to find people to do that, and…

42 00:04:12.590 00:04:19.960 Uttam Kumaran: those contracts can be really, really great, you know? I don’t know if, Justin, you guys did any machine learning stuff, or things at AW… things at Kayla.

43 00:04:20.420 00:04:30.410 Justin Breshears: Yes, we did. I didn’t have a lot of, like, personal touch with it, so I don’t have a lot of specifics, but I know we did. I think a lot of…

44 00:04:30.870 00:04:41.079 Justin Breshears: like, the work that I did was around, like, migrations. Like, and that was one thing that was brought up on the call, is database migrations, like, from an on-prem to cloud.

45 00:04:41.080 00:04:41.760 Uttam Kumaran: Yes.

46 00:04:41.760 00:04:48.750 Justin Breshears: I think… I think we need to tap into that, because that is longer-term, bigger… Higher billable work.

47 00:04:48.990 00:04:50.780 Justin Breshears: And a lot of these teams…

48 00:04:51.150 00:04:55.600 Justin Breshears: don’t have the manpower or the expertise to pull that off, so if we get.

49 00:04:55.600 00:04:55.950 Uttam Kumaran: Yeah.

50 00:04:55.950 00:04:58.810 Justin Breshears: That, and accelerate, like, migrations to the cloud.

51 00:04:59.560 00:05:02.409 Justin Breshears: That would be a huge segment that we could go after.

52 00:05:02.920 00:05:04.260 Uttam Kumaran: Okay, great.

53 00:05:05.830 00:05:09.270 Justin Breshears: I don’t know what our current, like, skill set is around that.

54 00:05:09.680 00:05:10.390 Uttam Kumaran: Yeah.

55 00:05:10.670 00:05:13.029 Uttam Kumaran: Yeah, we have some, probably, like.

56 00:05:13.750 00:05:20.860 Uttam Kumaran: different cloud data warehouse, the cloud data warehouse, but maybe nothing that’s on-prem to cloud, but yeah, like, those ones I know can be really, really…

57 00:05:21.580 00:05:22.560 Uttam Kumaran: beefy.

58 00:05:23.330 00:05:23.880 Justin Breshears: Oh.

59 00:05:24.260 00:05:25.620 Justin Breshears: like, millions.

60 00:05:26.030 00:05:26.860 Uttam Kumaran: Yeah.

61 00:05:28.480 00:05:34.360 Uttam Kumaran: Okay, cool, so I think I just wanted to… I sent a message earlier today, I think I just wanted to… now that I’m out of…

62 00:05:34.530 00:05:37.820 Uttam Kumaran: sort of day-to-day. I have some, most.

63 00:05:37.960 00:05:51.050 Uttam Kumaran: of, like, pushing PRs, which is great. I wanted to start to take a little bit of a bigger role on delivery until, Justin, you feel good to, like, start to take on it. I was, like.

64 00:05:51.290 00:05:52.649 Uttam Kumaran: basically, I was like.

65 00:05:52.760 00:05:56.369 Uttam Kumaran: Shit, I think you’re probably gonna get jammed with just, like, all the new client work.

66 00:05:56.470 00:05:58.839 Uttam Kumaran: Generally, getting up to speed, and…

67 00:05:59.090 00:06:10.669 Uttam Kumaran: having to do this stuff, so I think… and then similarly, I wanted to make sure that Amber and Rico aren’t working on this high-level stuff, and trying to do the day-to-day.

68 00:06:10.800 00:06:15.880 Uttam Kumaran: And then we’re all kind of screwed. So, I’m gonna… I think… I think as part of…

69 00:06:16.060 00:06:28.769 Uttam Kumaran: this meeting, and then maybe we can sort of co-run the delivery meeting, or I can help fill in the gaps on that. But then I also want to talk through, towards the end of this meeting, about

70 00:06:28.830 00:06:40.229 Uttam Kumaran: like, what are… what is this team’s rituals between just the PM crew, between PM and our core engineering leaders, which are Awash and Sam?

71 00:06:40.580 00:06:43.190 Uttam Kumaran: Where, like, kind of, like, what visibility that…

72 00:06:43.400 00:07:02.030 Uttam Kumaran: that this team needs from the engineering side that you feel that we don’t have, and like, does that exist in me? Does it exist in someone else? And so, let’s have some of that conversation. I also, I’m down to… for this crew and me to meet every day until we don’t need that anymore. Like, I… this is where

73 00:07:02.030 00:07:20.010 Uttam Kumaran: the light of my eye is going right now, and I want to make sure that y’all are set up well. My two sort of big priorities at the company level, you know, outside of sales, are recruiting, and so we’re going to make a lot of new inroads on recruiting over the next few weeks on how we recruit

74 00:07:20.110 00:07:25.870 Uttam Kumaran: For… for the roles that you guys need to serve your clients, and it’s gonna be on… on getting delivery

75 00:07:26.230 00:07:45.620 Uttam Kumaran: you know, on rails. So… so everything that we’ve pushed off, which is the measurement, which is thinking about allocations, thinking about, like, what is a success… like, and also driving towards delivery source opportunities and reducing churn, right, which are OKRs. So that’s sort of setting the stage for this.

76 00:07:46.040 00:07:49.470 Uttam Kumaran: Yeah.

77 00:07:50.850 00:07:56.900 Justin Breshears: On top of that, are we also looking at allocations in, like, individual

78 00:07:57.460 00:08:01.150 Justin Breshears: basis, like, we’re looking at specific people’s allocations.

79 00:08:01.500 00:08:10.580 Uttam Kumaran: Yes, correct. So… so this meeting typically happens every week. I think, on the… before the month, I want to do the allocations for the coming month.

80 00:08:10.780 00:08:28.750 Uttam Kumaran: we need to understand what conversations need to happen. Like, I think it’s probably a conversation like who’s leaving or who’s coming on to clients. I think a monthly basis is probably right. We’re not on a point where we can do this quarterly, since a lot of our clients are shorter. But it’s also, like, what capabilities does this team, like.

81 00:08:28.830 00:08:36.340 Uttam Kumaran: We’re the ones that are gonna look at what’s coming from sales, what are all the ones active, who are we missing? Okay, so I need to go to Sam and Awash and say, who do you have?

82 00:08:36.510 00:08:38.070 Uttam Kumaran: I can plug into this.

83 00:08:38.159 00:08:52.570 Uttam Kumaran: role. So, it is looking at individual allocations. Also looking at allocations for the group of project managers. So, we want to use the 25, 50, 100 method, which I think is fair, to start to look at

84 00:08:52.650 00:09:01.850 Uttam Kumaran: all of the clients that y’all are taking on, and then your resourcing needs basically bubbles up to me and Justin, which is like, hey, do we need additional project management support?

85 00:09:01.950 00:09:06.349 Uttam Kumaran: Do we need coordinators? Like, that is the resource in question crushing up.

86 00:09:06.610 00:09:07.560 Uttam Kumaran: I’m in…

87 00:09:07.900 00:09:12.239 Uttam Kumaran: on a weekly basis, and again, we do some of this in the monthly… in the Monday meeting.

88 00:09:12.340 00:09:19.260 Uttam Kumaran: is I want to talk about the white glove clients, and I want to talk about clients that are churn risk.

89 00:09:19.480 00:09:28.520 Uttam Kumaran: At least. Of course, I would love to talk about every client, but I want to make sure on a weekly basis we’re talking about those two, and what adjustments we’re making.

90 00:09:28.760 00:09:46.930 Uttam Kumaran: Similarly, we can talk about, at-risk client can mean that the team is not doing well, the client is not getting back to us, right? Like, so what are our risks? I think, Justin, I’ll kind of rely on you a little bit to articulate, like, the risk types. I have… I have some, but I’m not coming from any

91 00:09:47.040 00:09:56.069 Uttam Kumaran: principled or placed, so I’m sure there is, like, a pretty great menu of, like, what those could be, but I would like, on a weekly basis, to identify

92 00:09:56.230 00:09:59.100 Uttam Kumaran: The ones that… the clients that are hurting, and why.

93 00:09:59.330 00:10:17.449 Uttam Kumaran: The other thing is, like, we’re gonna get feedback from people who are engineers on the team, from sales, from project managers, from the client. On the Monday meeting is the time we codify a lot of that and say, okay, what do we change? I heard from Robert that he’s not happy with the pace. I heard from somebody that they can’t get ahold of a customer.

94 00:10:17.540 00:10:31.460 Uttam Kumaran: I got texted by a client that says, like, we’re gonna fire y’all. Like, all that can come to that meeting, and then we basically can hash it out. And then naturally, we’ll understand, like, how do we gather that feedback well. For allocations, I think…

95 00:10:31.790 00:10:37.920 Uttam Kumaran: This is where… we may need to make allocation adjustments on a weekly basis, so I would like

96 00:10:38.050 00:10:48.540 Uttam Kumaran: for us to meet separately about allocations, and understand, is someone leaving? For example, Shreya is going to be leaving, Justina is going to be leaving, we have to make adjustments.

97 00:10:49.180 00:11:00.379 Uttam Kumaran: Right? That may be mid-month. And so, if there are mid-month adjustments, what are those that we need to make? And then, how can… what are the action items? For example, Shreya’s… if Shreya’s not gonna be here. Okay, there’s a hole.

98 00:11:00.460 00:11:11.329 Uttam Kumaran: Can we fill that? Can… and do we need to talk to Awish or Sam about that? Do I need to go in the market and get somebody? Can that person be fractional? Does that person need to be senior or junior? Like.

99 00:11:11.510 00:11:15.019 Uttam Kumaran: we need to be having those conversations, and I think on a weekly basis.

100 00:11:15.170 00:11:18.979 Uttam Kumaran: And then on a monthly basis, I want to start to plan ahead.

101 00:11:19.100 00:11:24.449 Uttam Kumaran: Our first goal is just to get the next… the current month and the next month’s allocation ready.

102 00:11:25.080 00:11:31.069 Uttam Kumaran: Ideally, we start to look at the quarter, right? And we start to expand that way.

103 00:11:31.490 00:11:43.760 Uttam Kumaran: The last piece here that I will own, and I… this is sort of my promise to you guys, is I will get our reporting straightened for everything. So I’ll make sure that you guys have dashboards that you can go look at.

104 00:11:43.950 00:11:51.990 Uttam Kumaran: In that process, though, I’ll make sure that you guys also get certified on Omni, which is, I think, is just gonna basically be our, like, reporting platform of choice.

105 00:11:53.530 00:12:03.770 Uttam Kumaran: I will figure out, like, what’s the… basically, what is the time commitment to do that? Maybe just a couple hours a week. That way, you guys can start… it’s not a, hey, you guys have dashboards, and I’m now the linchpin.

106 00:12:04.060 00:12:12.770 Uttam Kumaran: as I develop that, I think it’ll be great for you guys to get a sense of what it’s like to… to get certified on Omni, and to… to start to report out on things, so…

107 00:12:13.710 00:12:25.669 Uttam Kumaran: lot there. I think this is where, like… so to date, I think it’s been a mix of me giving some instruction, and Amber and Rico sort of piecing this together. I want to give them all the freedom to focus on executing on their clients.

108 00:12:25.790 00:12:29.309 Uttam Kumaran: And then, I think, Justin, me and you will collaborate here until…

109 00:12:29.620 00:12:32.879 Uttam Kumaran: we feel comfortable, and I can basically pass it off, I think.

110 00:12:34.410 00:12:35.569 Uttam Kumaran: Whatever that is.

111 00:12:37.830 00:12:46.680 Uttam Kumaran: So, I think if we’re good with that, I wanted to just start today by just mainly focusing on operating.

112 00:12:46.890 00:12:49.559 Uttam Kumaran: I want to spend as much of this meeting as we can

113 00:12:49.700 00:12:53.639 Uttam Kumaran: In operating today, looking at,

114 00:12:53.990 00:13:05.349 Uttam Kumaran: like, the current setup, making sure that all of our clients are in there, making sure that all of our people are in there with the right roles, and then I want to run through allocations by PM.

115 00:13:05.530 00:13:12.859 Uttam Kumaran: So, I would like to start with all external clients, and then, Rico, we can go last for you. I want to make sure that

116 00:13:13.220 00:13:16.050 Uttam Kumaran: Again, we… we… we look at…

117 00:13:16.180 00:13:18.330 Uttam Kumaran: Who is on each team?

118 00:13:18.460 00:13:24.070 Uttam Kumaran: How much they’re allocated, and we can do this both on a people and project basis in parallel.

119 00:13:24.280 00:13:27.359 Uttam Kumaran: So I think, one, I would love if, like.

120 00:13:27.570 00:13:37.210 Uttam Kumaran: we can all be in here while I’m in here as well, because I may ask to, like, can someone go make sure to add this? It’s going to be a lot of clicking if I’m the only one running, so if everyone could just make sure you have

121 00:13:37.880 00:13:40.199 Uttam Kumaran: Operating up, and you can log in.

122 00:13:41.440 00:13:42.929 Uttam Kumaran: I can drive, but…

123 00:13:43.050 00:13:49.290 Uttam Kumaran: just one thing I want to start with is just to make sure that all of our existing clients are here, and that

124 00:13:49.440 00:13:53.189 Uttam Kumaran: For the internal clients, they are matched with

125 00:13:53.540 00:13:56.340 Uttam Kumaran: The budgets we agreed on for finance.

126 00:13:56.440 00:13:59.440 Uttam Kumaran: So, just looking through this now.

127 00:13:59.570 00:14:04.129 Uttam Kumaran: We have ABC, we have AI, we have all company one-on-ones.

128 00:14:04.290 00:14:10.530 Uttam Kumaran: this is Brainforge internal, so again, I’m gonna just remove this. We talked about that. Guess I’ll just…

129 00:14:11.590 00:14:13.720 Uttam Kumaran: I’ll just archive this, basically.

130 00:14:15.570 00:14:19.440 Uttam Kumaran: we have… coaching, right now, I think it’s just…

131 00:14:20.380 00:14:23.989 Uttam Kumaran: should be mainly Alex’s time, but I think I may…

132 00:14:24.630 00:14:28.589 Uttam Kumaran: probably just move his time to whatever we’re talking about as, like, PM internal.

133 00:14:29.260 00:14:32.510 Uttam Kumaran: So I’m gonna archive coaching for now.

134 00:14:33.970 00:14:40.599 Uttam Kumaran: We have… Content, marketing… did we…

135 00:14:40.760 00:14:43.579 Uttam Kumaran: Was this… this was in,

136 00:14:43.760 00:14:45.630 Uttam Kumaran: Oh, this was, like, copywriting, right?

137 00:14:45.750 00:14:51.349 Uttam Kumaran: So ideally, I want to match this with whatever we put into Clockify, so let me pull up Clockify as well.

138 00:14:51.730 00:14:54.370 Rico Rejoso: I updated everything in there.

139 00:14:56.070 00:14:58.939 Uttam Kumaran: Yeah, so does this name match the same one in Clockify?

140 00:14:58.940 00:14:59.650 Rico Rejoso: Yes.

141 00:15:00.550 00:15:02.200 Rico Rejoso: Okay. Dated clockify as well.

142 00:15:02.960 00:15:03.840 Uttam Kumaran: Okay, great.

143 00:15:05.340 00:15:10.249 Uttam Kumaran: Content marketing, okay, great. So, maybe we do content marketing… okay, I think that’s…

144 00:15:11.570 00:15:20.520 Uttam Kumaran: I think that’s fine. So let’s do that. Data platform. So, Rico, we can remove the coaching… we can archive the coaching one from here, for Clockify.

145 00:15:20.520 00:15:21.160 Rico Rejoso: Okay.

146 00:15:22.140 00:15:27.650 Uttam Kumaran: We have delivery, great. We have hiring.

147 00:15:27.990 00:15:38.120 Uttam Kumaran: Lead CRM sales, operations… time off.

148 00:15:38.740 00:15:42.040 Uttam Kumaran: Webflow development, this is gonna be marketing.

149 00:15:49.010 00:15:50.230 Uttam Kumaran: This is…

150 00:15:51.450 00:15:56.720 Uttam Kumaran: Default… oh, so this is a pro… oh, okay, these are projects, okay, so this is default consulting…

151 00:15:57.140 00:16:02.249 Uttam Kumaran: Eden, Eden, Ellie… Hip, insomnia interlude.

152 00:16:02.780 00:16:10.660 Uttam Kumaran: And then we have Pool Parts, README, REMO, Urban Stems. Okay.

153 00:16:10.840 00:16:17.540 Uttam Kumaran: So, let me just pull up another… window… Next to me.

154 00:16:19.720 00:16:22.400 Uttam Kumaran: And then we look through,

155 00:16:28.730 00:16:34.250 Uttam Kumaran: So we have Eden Urban Sense ABC Remote, Default Hip Insomnia LE Interlude.

156 00:16:34.640 00:16:37.820 Uttam Kumaran: AI, sales, marketing, operations. Okay, great. So the…

157 00:16:38.010 00:16:41.339 Uttam Kumaran: These look like everybody, right? Not missing anybody?

158 00:16:46.210 00:16:46.900 Uttam Kumaran: Cool.

159 00:16:47.310 00:16:48.710 Uttam Kumaran: So…

160 00:16:49.080 00:16:55.000 Uttam Kumaran: Now, I think the best thing to do is, like, if we… let’s just make sure all the projects are configured.

161 00:16:57.050 00:17:05.369 Uttam Kumaran: So… I think if we look at a project level, we have… Connections?

162 00:17:05.900 00:17:09.089 Uttam Kumaran: So, what is, like, what is… oh, these are just, like…

163 00:17:14.619 00:17:17.240 Uttam Kumaran: Is this a project, or what is this, Amber?

164 00:17:18.800 00:17:20.180 Uttam Kumaran: What is a connection?

165 00:17:21.160 00:17:30.199 Amber Lin: Connection are previous projects created that we either closed, but just to keep track of everything that has existed.

166 00:17:30.600 00:17:31.130 Amber Lin: Huh.

167 00:17:31.130 00:17:32.199 Uttam Kumaran: So I guess, one of my…

168 00:17:32.200 00:17:33.330 Amber Lin: projects.

169 00:17:33.790 00:17:37.909 Uttam Kumaran: Yeah, one of my, one of my, questions here is…

170 00:17:38.260 00:17:44.860 Uttam Kumaran: we have renewals, right? So, I guess, Justin, did you guys have naming conventions for renewed projects?

171 00:17:45.150 00:17:46.780 Uttam Kumaran: are renewed contracts.

172 00:17:50.960 00:17:52.030 Justin Breshears: No.

173 00:17:52.360 00:17:52.930 Uttam Kumaran: Okay.

174 00:17:52.930 00:17:54.190 Justin Breshears: Not, not really.

175 00:17:55.330 00:17:59.250 Uttam Kumaran: To give you a sense, For our sales team.

176 00:17:59.420 00:18:03.010 Uttam Kumaran: I’ve asked them to start to put

177 00:18:03.180 00:18:10.250 Uttam Kumaran: the number 2, basically, or deal 2. For example, default, we are selling a,

178 00:18:13.920 00:18:17.379 Uttam Kumaran: We have default.

179 00:18:18.000 00:18:20.230 Uttam Kumaran: Data, Deal 2.

180 00:18:21.600 00:18:25.070 Uttam Kumaran: I can basically put in, like.

181 00:18:26.810 00:18:36.640 Uttam Kumaran: like, 2 or something, and so we can just increment that as the number of projects go, because I want to make sure that these… each of these projects are tied to a contract, basically.

182 00:18:38.640 00:18:42.110 Uttam Kumaran: You guys, so if you aren’t so opinionated, I can just put in…

183 00:18:42.790 00:18:49.090 Justin Breshears: Well, would it make sense, because I don’t know how helpful, like, 2 or 3 is, would it make sense more to put, like, the dates?

184 00:18:51.410 00:18:56.780 Uttam Kumaran: Well, we’re gonna have, like, the start and end dates for the project here.

185 00:18:57.390 00:18:58.180 Justin Breshears: Okay.

186 00:18:58.550 00:19:04.080 Uttam Kumaran: So I’m more thinking about… The naming convention for the project itself.

187 00:19:04.340 00:19:07.450 Uttam Kumaran: Like, for ABC Home and Commercial, it could be…

188 00:19:08.360 00:19:14.439 Uttam Kumaran: I mean, we could add the start date as well in the title, but I would say at least we need the client name.

189 00:19:14.560 00:19:16.519 Uttam Kumaran: And we’ll need, like, deal 2.

190 00:19:16.630 00:19:17.890 Uttam Kumaran: a minimum.

191 00:19:19.180 00:19:25.150 Uttam Kumaran: if we’re… If we’re… if we want to also put in

192 00:19:25.320 00:19:30.730 Uttam Kumaran: the start date, then we can put that in here. I don’t… I forgot if that was February or January.

193 00:19:31.790 00:19:35.290 Justin Breshears: I was thinking about, like, how we used to do it, and…

194 00:19:35.990 00:19:50.990 Justin Breshears: we would name our projects for the specific, like, project name, like, we were doing a migration or whatever. But if we had, like, a… like a pod is what we call it for our monthly fixed, and it was just, like, kind of more open-ended.

195 00:19:51.770 00:19:59.910 Justin Breshears: we would… have, like, odd 6-month extension, or something like that.

196 00:20:00.500 00:20:01.150 Uttam Kumaran: Okay.

197 00:20:02.770 00:20:07.869 Justin Breshears: I’m trying to think the best way here, because a lot more of our projects are just, like, monthly…

198 00:20:08.360 00:20:11.670 Justin Breshears: you know, kind of ad hoc, do whatever projects, so I don’t think we can go down.

199 00:20:11.670 00:20:12.510 Uttam Kumaran: There’s also another…

200 00:20:12.510 00:20:13.570 Justin Breshears: project level.

201 00:20:14.090 00:20:19.520 Uttam Kumaran: Yeah, there’s also another example for, like, again, for default, it’s under the same paper, but…

202 00:20:19.670 00:20:23.229 Uttam Kumaran: I saw that we have… like, for Eden, for example, we have two projects here.

203 00:20:23.820 00:20:31.059 Uttam Kumaran: So… My point would be… and this is where I guess, like, we don’t have separate paper

204 00:20:31.610 00:20:33.939 Uttam Kumaran: We just have multiple work streams.

205 00:20:34.760 00:20:38.899 Uttam Kumaran: So, if you feel like… and again, this is where my question would be.

206 00:20:39.230 00:20:42.599 Uttam Kumaran: Do you want this to line up with the linear projects?

207 00:20:44.050 00:20:48.590 Uttam Kumaran: Right, so let me also… let me do one thing while we’re talking, is I’m gonna just start to, like.

208 00:20:49.010 00:20:50.979 Uttam Kumaran: Sort of draw some of this out.

209 00:20:51.260 00:20:57.830 Uttam Kumaran: And let me try to pull up, something around.

210 00:20:58.250 00:20:59.480 Uttam Kumaran: Power…

211 00:21:04.900 00:21:05.940 Uttam Kumaran: I’m pissed.

212 00:21:13.890 00:21:18.399 Uttam Kumaran: Sure. So we’re gonna have,

213 00:21:22.650 00:21:23.480 Uttam Kumaran: like…

214 00:21:27.570 00:21:30.119 Uttam Kumaran: Like, this can be, like, Project 1…

215 00:21:36.380 00:21:37.210 Uttam Kumaran: Right.

216 00:21:37.810 00:21:39.200 Uttam Kumaran: Project 2.

217 00:21:39.710 00:21:45.889 Uttam Kumaran: But then this is, like, Client 1. Client 1… Well, this is actually, like, Deal 1.

218 00:21:46.210 00:21:51.630 Uttam Kumaran: And then before this, we also have… client, right?

219 00:21:52.220 00:21:57.720 Uttam Kumaran: So you can have… This is, like, the… this would be, like, the relationship.

220 00:22:02.160 00:22:08.430 Uttam Kumaran: The client can have… multiple deals, This is what I thought.

221 00:22:11.290 00:22:13.459 Uttam Kumaran: Client can have multiple deals.

222 00:22:13.920 00:22:16.560 Uttam Kumaran: Each deal can have multiple projects.

223 00:22:22.770 00:22:24.989 Uttam Kumaran: And this is kind of, like, the architecture.

224 00:22:25.370 00:22:34.870 Uttam Kumaran: So, I would say, like, what is the linear equivalent So, basically, For every deal, We have a…

225 00:22:35.450 00:22:36.680 Uttam Kumaran: like HubSpot?

226 00:22:37.010 00:22:38.970 Uttam Kumaran: record, HubSpot deal.

227 00:22:45.230 00:22:51.170 Uttam Kumaran: And then for every project, This also matches one-to-one with, like, a linear project.

228 00:22:57.240 00:22:58.870 Uttam Kumaran: Right, so these are all…

229 00:23:03.480 00:23:10.999 Justin Breshears: Yeah, because I like the idea of structuring in linear by project on, like, a deal basis, like that. So, like, right now I’ve seen…

230 00:23:11.610 00:23:14.649 Justin Breshears: Like, kind of a milestone breakdown, where, like, each…

231 00:23:14.970 00:23:26.489 Justin Breshears: you know, different milestone that we’re delivering on as, like, a separate project, but I do like having, like, the project be, like, okay, it was this 3-month contract that we had, and here’s all the things that we accomplished under this project.

232 00:23:27.000 00:23:34.010 Uttam Kumaran: Yeah, so this is sort of, like, how I’m thinking about it, which is, like, every deal… Or…

233 00:23:35.690 00:23:42.550 Uttam Kumaran: Sort of actually this, like, when your team matches the client, And…

234 00:23:46.400 00:23:48.539 Uttam Kumaran: So there’s, like, an Eden team.

235 00:23:49.270 00:23:56.359 Uttam Kumaran: and then every deal has a HubSpot equivalent, and then every project has a linear

236 00:23:57.340 00:24:07.059 Uttam Kumaran: project associated with it. So if, like, we go into Linear, for example, like, let’s say Interlude.

237 00:24:07.360 00:24:09.690 Uttam Kumaran: We don’t have any projects here, right?

238 00:24:10.140 00:24:11.080 Justin Breshears: Right.

239 00:24:11.550 00:24:17.780 Uttam Kumaran: And so ideally, right now, we’re basically only working on one project, so you can just have the one project.

240 00:24:18.490 00:24:25.610 Uttam Kumaran: But this is where I think, like, The projects themselves At this point, don’t have…

241 00:24:26.460 00:24:36.529 Uttam Kumaran: like, I’m talking from a sales angle, we don’t… we’re not doing revenue towards… we’re not big enough to do revenue towards projects. Most of the revenue is at the deal level.

242 00:24:36.990 00:24:38.809 Justin Breshears: Right, it’s account-based.

243 00:24:39.070 00:24:40.390 Uttam Kumaran: It’s all account-based.

244 00:24:42.460 00:24:44.330 Uttam Kumaran: So, we’re comfortable with this.

245 00:24:44.820 00:24:47.829 Uttam Kumaran: Yeah, then we can kind of lock… lock this in.

246 00:24:47.990 00:24:51.229 Uttam Kumaran: And then, if I was to… if I was to talk about, like.

247 00:24:51.480 00:25:00.670 Uttam Kumaran: Basically, the naming conventions at the deal level, so this would be, like, Bliance… Deal number.

248 00:25:00.910 00:25:02.790 Uttam Kumaran: And then the project…

249 00:25:05.850 00:25:10.790 Uttam Kumaran: Ideally, should just be, like, deal number… Project name?

250 00:25:11.520 00:25:15.080 Uttam Kumaran: Or, like, clients… Field number, project name.

251 00:25:15.620 00:25:18.360 Uttam Kumaran: But I guess that it doesn’t really matter, because…

252 00:25:18.550 00:25:21.989 Uttam Kumaran: Linear, you could have the project name, we already have the associations.

253 00:25:25.780 00:25:29.579 Justin Breshears: I think it makes sense to match the project name in linear to the deal name.

254 00:25:30.960 00:25:31.590 Uttam Kumaran: Okay.

255 00:25:32.270 00:25:32.660 Justin Breshears: So, like.

256 00:25:32.660 00:25:33.350 Uttam Kumaran: Okay.

257 00:25:33.520 00:25:41.580 Justin Breshears: you know, ABC Deal 2 is the project at Linear, and everything under Deal 2 is tracked in that project.

258 00:25:42.510 00:25:43.360 Uttam Kumaran: Okay.

259 00:25:44.280 00:25:52.380 Uttam Kumaran: Oops, so then the other thing here that gets made for every HubSpot deal we get a… Operating…

260 00:25:53.790 00:25:56.219 Uttam Kumaran: operating project.

261 00:26:00.670 00:26:03.430 Uttam Kumaran: And then what I’m gonna do here,

262 00:26:04.270 00:26:10.139 Uttam Kumaran: is the naming convention here is gonna be… every prop… so this is gonna be,

263 00:26:14.970 00:26:19.590 Uttam Kumaran: creation, month… Client meeting.

264 00:26:20.520 00:26:24.129 Uttam Kumaran: deal number, so that’s… that’s the HubSpot naming convention.

265 00:26:24.440 00:26:31.260 Uttam Kumaran: The operating naming convention is gonna be client name, deal numbers.

266 00:26:31.780 00:26:37.750 Uttam Kumaran: And then the linear project… naming convention… It’s gotta be…

267 00:26:39.540 00:26:42.150 Uttam Kumaran: You just think it’s, like, deal number, basically.

268 00:26:42.690 00:26:44.350 Uttam Kumaran: Project, like, project name.

269 00:26:58.800 00:26:59.600 Uttam Kumaran: Okay.

270 00:27:01.260 00:27:04.149 Uttam Kumaran: So, like, if we were to… if we were to do an example of this.

271 00:27:08.190 00:27:11.159 Uttam Kumaran: And let’s just do one down here.

272 00:27:11.460 00:27:12.320 Uttam Kumaran: Oops.

273 00:27:19.710 00:27:25.619 Uttam Kumaran: We would have, why is it all bubbled?

274 00:27:33.160 00:27:34.080 Uttam Kumaran: Sorry.

275 00:27:36.680 00:27:39.280 Uttam Kumaran: Alright, so we would have,

276 00:27:42.890 00:27:49.630 Uttam Kumaran: So this would be, like… Let’s just say Eden.

277 00:27:49.930 00:28:00.940 Uttam Kumaran: We would have deal 1, Neal 2… This would be… Eden…

278 00:28:01.730 00:28:06.459 Uttam Kumaran: this would be, like, whatever, I forget when we signed it, but let’s just say April.

279 00:28:06.740 00:28:10.760 Uttam Kumaran: April 25, Eden, Neal 2.

280 00:28:11.650 00:28:15.680 Uttam Kumaran: This would be even… Deal, too.

281 00:28:21.960 00:28:28.999 Uttam Kumaran: This would be, like, Amber, what’s the… what’s, like, a project name on Eden?

282 00:28:32.350 00:28:35.450 Amber Lin: That will be… sorry, tagging and tracking.

283 00:28:36.530 00:28:40.709 Uttam Kumaran: Tagging to tracking… And then this would be…

284 00:28:44.950 00:28:48.250 Uttam Kumaran: be able to… Tagging and tracking.

285 00:28:51.990 00:28:53.930 Uttam Kumaran: Right? Basically.

286 00:28:55.140 00:29:02.149 Amber Lin: So, are we only going to create, one project, or how many projects do you create per deal?

287 00:29:02.880 00:29:06.319 Uttam Kumaran: It’s a… I would say this is, like, now kind of more in…

288 00:29:07.510 00:29:11.629 Uttam Kumaran: Based on the project, like, the number of work streams where you have a distinct set of work.

289 00:29:12.290 00:29:13.210 Amber Lin: valid.

290 00:29:14.200 00:29:20.139 Uttam Kumaran: Like, Interlude, there’s only one kind of distinct thing we’re working on.

291 00:29:26.510 00:29:32.940 Uttam Kumaran: Okay, great, so… Why don’t we go ahead, and I’m just gonna make some edits here, so… with this…

292 00:29:33.390 00:29:38.740 Uttam Kumaran: We have… So for any of our clients, I’m gonna make sure that we just have

293 00:29:39.720 00:29:49.340 Uttam Kumaran: this labeled. So we have Eden. What are… can we go ahead and create the projects, Amber, for… for each of… for all of Eden? Like, what… what they are?

294 00:29:50.260 00:29:55.130 Amber Lin: Eden has quite a few. Let me go ahead and work on that.

295 00:29:55.470 00:29:56.140 Uttam Kumaran: Okay.

296 00:29:56.980 00:30:02.320 Uttam Kumaran: then I’m gonna go ahead and say this is Ellie… D01s?

297 00:30:03.450 00:30:06.929 Uttam Kumaran: I’m gonna say this is HIP access.

298 00:30:08.100 00:30:12.810 Uttam Kumaran: Or what did I say? Oh, yeah.

299 00:30:13.990 00:30:21.150 Uttam Kumaran: Needle 1… We have Interlude… This is gonna be…

300 00:30:21.610 00:30:24.119 Uttam Kumaran: Deal 1, and we need a deal 2 now.

301 00:30:25.570 00:30:30.260 Uttam Kumaran: bereave me… This is gonna be…

302 00:30:30.650 00:30:33.679 Uttam Kumaran: Deal 1, and we need a deal 2 created.

303 00:30:33.990 00:30:44.390 Uttam Kumaran: Urban Stems… This is gonna be, a deal, too… Remo…

304 00:30:49.470 00:30:50.480 Uttam Kumaran: Deal 1.

305 00:30:53.970 00:31:02.200 Uttam Kumaran: Default… This is gonna be a… default… yield.

306 00:31:02.360 00:31:04.939 Uttam Kumaran: I guess we have deal 1, we need to make a deal 2.

307 00:31:05.900 00:31:11.980 Uttam Kumaran: So this one, I’m gonna, great.

308 00:31:13.550 00:31:16.610 Uttam Kumaran: So, now what we can do is, now, for anything…

309 00:31:16.910 00:31:22.920 Uttam Kumaran: So now, I think we could just make sure that all of these have The appropriate dates, so…

310 00:31:23.110 00:31:28.309 Uttam Kumaran: Rico, do you know what the end date for our ABC Home and Commercial Deal 2 is?

311 00:31:30.840 00:31:32.170 Uttam Kumaran: Is it November?

312 00:31:32.930 00:31:34.070 Rico Rejoso: Yep, nope.

313 00:31:39.300 00:31:40.490 Uttam Kumaran: End of November?

314 00:31:44.190 00:31:45.889 Rico Rejoso: Sorry, November 12th.

315 00:31:49.350 00:31:49.950 Uttam Kumaran: No.

316 00:31:54.260 00:31:55.080 Uttam Kumaran: Okay.

317 00:31:55.380 00:31:57.570 Uttam Kumaran: And I don’t phase that’s, though.

318 00:31:57.680 00:31:58.480 Uttam Kumaran: Oh, crap.

319 00:32:01.530 00:32:02.370 Uttam Kumaran: Okay.

320 00:32:03.640 00:32:17.759 Uttam Kumaran: So I think we’ve… so let’s go ahead and one, let’s just… I know we’re kind of continuing to push on time, so let me just make sure that all… they exist projects for every single thing that we’re doing right now. So I’m gonna go ahead and make sure that there is a new project. We need to,

321 00:32:19.730 00:32:22.630 Uttam Kumaran: We need an Interlude Deal 2 project.

322 00:32:23.940 00:32:25.920 Uttam Kumaran: That’s what we’re gonna be planning today.

323 00:32:27.230 00:32:33.830 Uttam Kumaran: So we need an interlude… deal 2… Status is confirmed.

324 00:32:34.460 00:32:36.730 Uttam Kumaran: Site is Brainforge Global.

325 00:32:38.290 00:32:43.660 Uttam Kumaran: I guess I’m… we’re not really sure what project owner is, but that’s fine.

326 00:32:44.110 00:32:48.120 Uttam Kumaran: Billing type is fixed price, currency… okay, great.

327 00:32:49.610 00:32:54.350 Uttam Kumaran: So, we should see Interlude… Deal 2 here…

328 00:32:54.940 00:32:57.269 Uttam Kumaran: Rico, do you remember the dates for this?

329 00:33:00.660 00:33:02.979 Rico Rejoso: Just a sec, let me check their contract.

330 00:33:09.860 00:33:11.419 Rico Rejoso: That’s for a deal to write.

331 00:33:14.030 00:33:14.780 Uttam Kumaran: Alright.

332 00:33:14.780 00:33:16.650 Rico Rejoso: And that’s for Deal 2.

333 00:33:17.980 00:33:18.770 Uttam Kumaran: Yes.

334 00:33:18.770 00:33:21.419 Rico Rejoso: September 15th to October 15th.

335 00:33:29.160 00:33:31.399 Uttam Kumaran: Oh, Jesus Christ, what do I do?

336 00:33:43.340 00:33:44.230 Uttam Kumaran: Okay.

337 00:33:45.180 00:33:51.290 Uttam Kumaran: So this is creates… We have interlude DL2, HIP1, Insomnia.

338 00:33:51.830 00:33:57.170 Uttam Kumaran: Insomnia, we’re on… this is… so this is gonna be deal… Juan.

339 00:33:57.470 00:33:59.800 Uttam Kumaran: And then we just signed a deal, too.

340 00:34:00.790 00:34:02.890 Uttam Kumaran: So, insomnia…

341 00:34:25.300 00:34:31.080 Uttam Kumaran: Okay, fixed price… Great.

342 00:34:35.600 00:34:50.550 Uttam Kumaran: Default deal 1, we need default deal 2… defaults… get a tube… Confirmed… per hour…

343 00:34:51.929 00:34:53.869 Uttam Kumaran: Okay, what else am I missing?

344 00:34:59.260 00:35:05.300 Amber Lin: When did we start the Eden deal, too? When we went… when we went up to $30K, when was that?

345 00:35:05.990 00:35:10.500 Uttam Kumaran: I don’t know, it’s a Rico question, maybe.

346 00:35:14.380 00:35:15.740 Amber Lin: Mmm…

347 00:35:16.510 00:35:18.120 Uttam Kumaran: Bo, it’s all in our final one.

348 00:35:24.560 00:35:25.280 Amber Lin: C.

349 00:35:27.660 00:35:35.859 Rico Rejoso: We don’t have a file for Eden. I think I brought this up before. Does Robert have the file for it, or the contract for Eden?

350 00:35:36.630 00:35:42.519 Uttam Kumaran: Yeah, we do. We can… okay, we can… we can punt on that for now. For ABC Home.

351 00:35:42.680 00:35:44.860 Uttam Kumaran: 512 to 11, 12.

352 00:35:54.190 00:36:01.480 Uttam Kumaran: For… Default deal 2… It’s gonna be October 1st.

353 00:36:01.980 00:36:06.470 Uttam Kumaran: to 1231… Very nice.

354 00:36:07.170 00:36:18.590 Uttam Kumaran: And then for default deal 1, it was… 6, 17, and 9.30… So, 6… 17… really?

355 00:36:33.120 00:36:34.470 Uttam Kumaran: 9.30…

356 00:36:38.410 00:36:42.120 Uttam Kumaran: Ellie, deal 1 was 8.7 to… oh…

357 00:36:53.650 00:36:56.530 Uttam Kumaran: So, August 7th to…

358 00:36:57.610 00:37:02.830 Uttam Kumaran: I don’t think the end date on this is right, Rico, in the financial model, 12-31.

359 00:37:03.680 00:37:06.610 Uttam Kumaran: But I’m just gonna assume 9.15 for now.

360 00:37:10.870 00:37:12.969 Uttam Kumaran: Jeez, why isn’t this so long?

361 00:37:13.970 00:37:20.110 Uttam Kumaran: in… They should build a consulting simulator game, it would be very addicting.

362 00:37:20.790 00:37:23.109 Uttam Kumaran: You know that farm simulator?

363 00:37:25.170 00:37:27.550 Uttam Kumaran: I feel like I’m playing Consulting Simulator.

364 00:37:29.310 00:37:32.129 Justin Breshears: You and I have different definitions of…

365 00:37:32.760 00:37:33.320 Amber Lin: Games.

366 00:37:33.330 00:37:34.949 Justin Breshears: Whatever you just said.

367 00:37:36.110 00:37:36.640 Uttam Kumaran: Tucks in…

368 00:37:36.640 00:37:37.370 Justin Breshears: Yeah, fun.

369 00:37:37.370 00:37:39.320 Uttam Kumaran: And you’re like, fine.

370 00:37:41.340 00:37:42.550 Uttam Kumaran: Strategy.

371 00:37:45.910 00:37:48.660 Uttam Kumaran: Basically, oh, we do have…

372 00:37:48.660 00:37:53.869 Justin Breshears: This is the kind of thing that makes me really grateful for people like Rico who do this sort of thing.

373 00:38:53.370 00:38:57.639 Uttam Kumaran: Okay, so roughly, I feel like we’ve nailed all of them.

374 00:38:58.120 00:39:00.049 Uttam Kumaran: Oh, they should have dates.

375 00:39:01.030 00:39:03.710 Uttam Kumaran: Except internally, Deal 1 is gonna be…

376 00:39:09.290 00:39:11.510 Uttam Kumaran: 722 to 822.

377 00:39:15.570 00:39:17.740 Uttam Kumaran: 722 to…

378 00:39:28.960 00:39:33.549 Uttam Kumaran: Okay… Purvis sounds, okay, that’s fine.

379 00:39:34.130 00:39:35.910 Uttam Kumaran: BMO, README…

380 00:39:42.270 00:39:44.599 Uttam Kumaran: What’s the new README contract?

381 00:39:45.280 00:39:47.100 Uttam Kumaran: Rico, you know?

382 00:39:56.880 00:40:02.529 Justin Breshears: I don’t know what information, Rico has, but Robert and I talked about it today. It’s,

383 00:40:03.630 00:40:08.220 Justin Breshears: I don’t have a ton of details, but it’s been very, like, short, sweet.

384 00:40:08.660 00:40:09.330 Uttam Kumaran: bet.

385 00:40:10.000 00:40:13.819 Justin Breshears: basically, like, Roger and I are gonna just… Run it.

386 00:40:14.380 00:40:15.060 Uttam Kumaran: Okay.

387 00:40:16.460 00:40:20.970 Uttam Kumaran: Okay, so some of these we’re still missing, but for most part, I think we’re okay.

388 00:40:23.570 00:40:27.890 Uttam Kumaran: 9, so insomnia is 9, 8 to 12.31, so it should not…

389 00:40:36.520 00:40:39.500 Uttam Kumaran: Insomnia 723-822.

390 00:40:42.650 00:40:47.170 Justin Breshears: Now, we just got the renewal right around the same time that I started.

391 00:40:47.720 00:40:49.450 Justin Breshears: early September, so…

392 00:41:04.000 00:41:09.029 Uttam Kumaran: And this is how focused some of these dates look a little weird, but it’s fine.

393 00:41:10.480 00:41:11.350 Uttam Kumaran: Okay.

394 00:41:11.700 00:41:14.309 Uttam Kumaran: Overall, okay, we made a big dent on dates.

395 00:41:15.180 00:41:19.740 Uttam Kumaran: That’s fine. HIP is 926 to 223, the last one.

396 00:41:20.600 00:41:24.390 Uttam Kumaran: 926 to 1023, okay.

397 00:41:25.040 00:41:29.399 Uttam Kumaran: Cool, so we have all the projects. I think the next thing I want to do is just make sure that there are

398 00:41:29.810 00:41:37.000 Uttam Kumaran: Project owners, So, I’m just gonna put Robert as the project, or…

399 00:41:38.490 00:41:43.010 Uttam Kumaran: Yeah, I’m just gonna put Robert as project… it’ll be Robert or me as project owners on everything.

400 00:41:43.410 00:41:45.559 Uttam Kumaran: I don’t know what covers…

401 00:41:46.040 00:41:49.770 Uttam Kumaran: I don’t know what… yeah, I guess this should be the same thing as the account owners, so…

402 00:41:50.260 00:41:50.840 Justin Breshears: Yeah.

403 00:41:51.840 00:41:53.080 Uttam Kumaran: It’s fine.

404 00:42:00.480 00:42:02.330 Uttam Kumaran: Yes, Justin, you get a 1.

405 00:42:02.960 00:42:03.810 Justin Breshears: There we go.

406 00:42:04.340 00:42:05.250 Justin Breshears: Take it.

407 00:42:17.450 00:42:18.510 Uttam Kumaran: Hello.

408 00:42:52.210 00:42:58.040 Uttam Kumaran: Okay… Another one cleared? What other… what other columns we have on here?

409 00:42:59.870 00:43:03.500 Uttam Kumaran: Deal value, okay, so that I can… I’ll go fill out, I don’t mind.

410 00:43:03.890 00:43:08.619 Uttam Kumaran: Now let’s go look at just teams.

411 00:43:08.980 00:43:11.310 Uttam Kumaran: So roughly, I just want to make sure that

412 00:43:11.480 00:43:13.860 Uttam Kumaran: We, for all of our active deals.

413 00:43:14.000 00:43:16.990 Uttam Kumaran: We have the existing…

414 00:43:17.470 00:43:23.410 Uttam Kumaran: team members on there. So one thing I’m gonna do first here is I’m gonna display…

415 00:43:25.580 00:43:37.489 Uttam Kumaran: I’m just gonna… I guess, look at stuff where… thus… End date… is… In the future.

416 00:43:38.190 00:43:39.980 Uttam Kumaran: Meaning it hasn’t already ended.

417 00:43:40.860 00:43:44.440 Uttam Kumaran: So these should be all of our active… oh, I guess I didn’t…

418 00:43:46.970 00:43:52.589 Uttam Kumaran: Okay, so I guess another question is, should we do quarter-by-quarter planning for internal? Are we okay with that?

419 00:43:57.510 00:44:01.760 Uttam Kumaran: Roughly seems right, because that way I’ll put the start and end dates for all the internal stuff.

420 00:44:08.880 00:44:15.249 Uttam Kumaran: For example, like, design and marketing, There’s no end date.

421 00:44:15.500 00:44:22.870 Uttam Kumaran: So, I’m just gonna put… Basically, I’m gonna put the… for the end, I’m gonna put…

422 00:44:24.020 00:44:28.299 Uttam Kumaran: 2023 for now, and then that way they all show up in our view.

423 00:44:28.630 00:44:31.530 Uttam Kumaran: That’s fine, that’s fine, that’s fine.

424 00:44:32.150 00:44:33.570 Uttam Kumaran: That’s fine.

425 00:44:37.400 00:44:38.820 Uttam Kumaran: That’s fine.

426 00:44:46.220 00:44:52.579 Uttam Kumaran: a… I don’t know, this is another different one… planning…

427 00:44:58.610 00:45:02.839 Uttam Kumaran: Fine, client, client, fine, client, client, client, okay. That’s all fine.

428 00:45:17.170 00:45:19.980 Uttam Kumaran: Well, I guess what’s probably best is that…

429 00:45:22.340 00:45:25.409 Uttam Kumaran: We do fresh starts for these, for, like, Q4?

430 00:45:26.470 00:45:29.690 Uttam Kumaran: Okay, so one thing I’m gonna do here is I’m gonna just do…

431 00:45:34.720 00:45:37.009 Uttam Kumaran: Ai, automation…

432 00:47:58.670 00:48:01.300 Uttam Kumaran: There are all those fresh slates.

433 00:49:35.630 00:49:39.150 Uttam Kumaran: Operations… Confirmed.

434 00:50:16.250 00:50:22.740 Uttam Kumaran: So actually, what I’m gonna… I think what I’m gonna do is consolidate AI automation and data platform into one.

435 00:50:25.090 00:50:30.410 Uttam Kumaran: Yeah, so we’re not gonna have a data platform Q4, so I’ll just consolidate all of that.

436 00:50:30.960 00:50:33.329 Uttam Kumaran: And then we need, this one, and…

437 00:50:52.200 00:50:57.040 Uttam Kumaran: Okay, so now what I’m gonna do is I’m just gonna… Archive these…

438 00:51:06.960 00:51:10.930 Uttam Kumaran: Or, oh, all associated work allocations will be archived.

439 00:52:07.160 00:52:12.329 Uttam Kumaran: So all these Q4 ones are going to be October 1st till fall 31.

440 00:53:07.750 00:53:09.809 Uttam Kumaran: Looks like we’re missing this one.

441 00:54:03.290 00:54:04.040 Uttam Kumaran: Okay.

442 00:54:04.220 00:54:07.220 Uttam Kumaran: So, this shit looks all fine.

443 00:54:17.270 00:54:18.280 Uttam Kumaran: Yay.

444 00:55:06.730 00:55:07.500 Uttam Kumaran: Okay.

445 00:55:34.630 00:55:38.109 Uttam Kumaran: Okay, so now if we go filter by…

446 00:55:39.600 00:55:43.039 Uttam Kumaran: The end date is in the future.

447 00:55:43.830 00:55:47.670 Uttam Kumaran: We should see all of our projects, including client ones.

448 00:55:47.830 00:55:49.260 Uttam Kumaran: It’s default EN.

449 00:55:50.070 00:56:01.100 Uttam Kumaran: Okay, looks like we’re missing… ABC… Let’s go see… That’s…

450 00:56:08.700 00:56:14.450 Uttam Kumaran: Oh, but this is an estimation, and… 11, 12, so…

451 00:56:26.430 00:56:29.529 Uttam Kumaran: Amber, do you have the projects for Enid yet?

452 00:56:35.050 00:56:41.180 Amber Lin: Oh, sorry, I was on mute. There’s a lot.

453 00:56:42.230 00:56:42.670 Uttam Kumaran: Okay.

454 00:56:42.670 00:56:46.159 Amber Lin: I have… I’ve noted all… I can… I can add all of them.

455 00:56:46.830 00:56:51.160 Amber Lin: And sometimes, specifically for Eden, things come in and out.

456 00:56:53.040 00:56:57.539 Uttam Kumaran: Yeah, I would rather us just have, like, the ones that we know are…

457 00:56:57.910 00:57:01.149 Uttam Kumaran: Constant, and then you can just have a bucket for ad hoc.

458 00:57:03.000 00:57:04.760 Amber Lin: Okay, that makes sense.

459 00:57:05.790 00:57:08.619 Uttam Kumaran: So I’m just gonna rename one of these to, like, ad hoc.

460 00:57:32.860 00:57:35.769 Uttam Kumaran: Or do you think it’s worth having two projects at all, like…

461 00:57:39.880 00:57:42.129 Amber Lin: I think it’s not.

462 00:57:42.130 00:57:42.700 Uttam Kumaran: Okay.

463 00:57:42.700 00:57:52.179 Amber Lin: If you… if we want to, I can separate out Zoran’s work, but it’s getting more and more integrated. Everything sort of relates to each other.

464 00:57:52.320 00:57:52.950 Amber Lin: That’s fine.

465 00:57:52.950 00:57:54.529 Uttam Kumaran: I don’t really care.

466 00:57:54.840 00:57:55.670 Amber Lin: Okay.

467 00:57:56.360 00:58:00.209 Justin Breshears: I don’t think we need to separate out an operating, we can separate out a linear.

468 00:58:00.580 00:58:01.230 Uttam Kumaran: Okay.

469 00:58:07.390 00:58:14.200 Uttam Kumaran: Okay, so now if we do… Project… And…

470 00:58:15.040 00:58:25.320 Uttam Kumaran: In the next 3 days, 365 days, we should see… Everything… Except we’re still not seeing…

471 00:58:27.540 00:58:33.760 Uttam Kumaran: inside. I’m still not seeing, what’s look at ABC here?

472 00:58:43.300 00:58:45.969 Uttam Kumaran: Oh, this is deal 2 for ABC.

473 00:58:47.530 00:58:49.509 Uttam Kumaran: Oh, yeah, 11, 12.

474 00:58:56.600 00:58:58.580 Uttam Kumaran: Okay, whatever.

475 00:59:03.960 00:59:11.319 Uttam Kumaran: So, I want to just talk… let’s talk just about the client. So, we’ll go one by one and sort of look through who’s assigned where. So, for ABC Home.

476 00:59:11.530 00:59:14.899 Uttam Kumaran: Let’s make sure that these assignments are accurate.

477 00:59:15.580 00:59:20.150 Uttam Kumaran: So we no longer… Mikael’s position on here, Ray?

478 00:59:21.790 00:59:24.790 Amber Lin: Yeah, it doesn’t?

479 00:59:25.110 00:59:30.880 Amber Lin: Let’s see… Oh, okay, I’ve been editing in the timeline.

480 00:59:32.210 00:59:36.610 Uttam Kumaran: So, like, for example, I wanna just make sure…

481 00:59:42.640 00:59:49.180 Uttam Kumaran: Why isn’t this so… Okay, this is it, this is everything.

482 00:59:50.260 00:59:52.599 Uttam Kumaran: So, if we look at,

483 01:00:00.190 01:00:01.869 Uttam Kumaran: This is where we’re at now.

484 01:00:02.640 01:00:03.110 Uttam Kumaran: So, yeah.

485 01:00:04.130 01:00:10.860 Uttam Kumaran: So what the problem we’re kind of seeing here is we have, like, multiple Positions for the same person.

486 01:00:15.460 01:00:18.889 Uttam Kumaran: But I’m gonna go ahead and just archive their positions.

487 01:00:26.570 01:00:28.079 Amber Lin: I see.

488 01:01:25.550 01:01:31.090 Amber Lin: I put how I want to allocate ABC in the… in the chat.

489 01:01:31.450 01:01:38.189 Amber Lin: The only thing I’m thinking about is that the billable rate’s gonna be low, but the margin’s gonna be within our targets.

490 01:01:40.080 01:01:40.550 Uttam Kumaran: Okay.

491 01:01:40.960 01:01:43.150 Amber Lin: Yeah, if that’s okay, I’ll just put it on.

492 01:01:43.380 01:01:49.869 Amber Lin: So hopefully the bill will rise next, next month, because we’re very, very close to our Tier 2.

493 01:01:50.630 01:01:54.729 Uttam Kumaran: Okay, so what I’m gonna do here is I’m gonna make sure that, yeah, we have.

494 01:01:55.460 01:01:57.179 Amber Lin: We have the budget.

495 01:02:00.330 01:02:03.650 Uttam Kumaran: Fixed price…

496 01:02:11.810 01:02:13.989 Uttam Kumaran: Oh, interesting, okay.

497 01:02:37.580 01:02:41.760 Amber Lin: When did Sam start working 40 hours?

498 01:02:45.720 01:02:47.929 Uttam Kumaran: I’m not sure…

499 01:02:48.630 01:02:52.029 Amber Lin: Approximately, I mean, is it September?

500 01:02:52.370 01:02:53.590 Uttam Kumaran: Yeah, September.

501 01:02:53.770 01:02:56.360 Amber Lin: Okay, I’ll start as September.

502 01:03:02.040 01:03:05.080 Uttam Kumaran: I’m not exactly sure how these budgets work…

503 01:03:06.040 01:03:21.959 Amber Lin: It’s… it’s very wonky. It’s the… it’s budget allocated, like, over the total project period. So, if your project started in January, the budget sort of covers all of that.

504 01:03:24.130 01:03:25.770 Uttam Kumaran: Oh, okay, so…

505 01:03:25.770 01:03:36.390 Amber Lin: It counts all the allocations within that time period towards that budget, so it will be a lot over if we started the project and we marked it as starting in January, and we only put a month.

506 01:03:49.970 01:03:52.990 Uttam Kumaran: Hmm, okay, interesting. So…

507 01:04:04.770 01:04:06.389 Uttam Kumaran: Okay, so it’ll be…

508 01:04:44.450 01:04:48.779 Uttam Kumaran: Okay, so if we look at… so let’s just finish, so ABC…

509 01:04:50.980 01:04:55.250 Uttam Kumaran: But it says 985% of $1.3K budget.

510 01:04:55.890 01:04:58.169 Uttam Kumaran: What does that mean? Oh, 13 pounds.

511 01:05:05.840 01:05:09.640 Uttam Kumaran: So, I think what… Wonder what,

512 01:05:16.200 01:05:21.970 Uttam Kumaran: Hmm… So how is this even being calculated?

513 01:05:22.850 01:05:24.960 Uttam Kumaran: Oh, global default rates.

514 01:05:26.960 01:05:29.429 Uttam Kumaran: Okay, alright, I can fix that later.

515 01:05:30.580 01:05:32.239 Uttam Kumaran: So this is the proposal.

516 01:05:32.430 01:05:33.390 Uttam Kumaran: Right now.

517 01:05:38.170 01:05:39.309 Amber Lin: Yes.

518 01:05:40.410 01:05:48.539 Amber Lin: And because I wasn’t able to calculate the cost in operating, I did it in a spreadsheet.

519 01:05:48.800 01:05:50.160 Uttam Kumaran: Okay, okay, that’s fine.

520 01:05:50.540 01:05:51.130 Amber Lin: No.

521 01:05:51.980 01:05:59.269 Amber Lin: And then I’ll add my projected… I’ll add my, like, allocations for the other projects.

522 01:05:59.690 01:06:00.310 Uttam Kumaran: Okay.

523 01:06:18.120 01:06:18.830 Amber Lin: Rosie?

524 01:06:18.830 01:06:19.360 Uttam Kumaran: That’s true.

525 01:06:19.380 01:06:20.889 Amber Lin: Hard to go.

526 01:06:20.890 01:06:26.590 Uttam Kumaran: Yeah, let me… let’s just go through yours first. So, Remo, ABC…

527 01:06:26.890 01:06:28.749 Uttam Kumaran: What are the other ones eaten?

528 01:06:30.470 01:06:31.300 Amber Lin: Oops.

529 01:06:34.950 01:06:35.570 Uttam Kumaran: Okay.

530 01:06:36.030 01:06:40.850 Uttam Kumaran: Let’s talk about, eden.

531 01:06:42.370 01:06:51.339 Amber Lin: Yeah, on Eden, I’m thinking, I also put a screenshot there, so I’m gonna put Henry at 30,

532 01:06:51.520 01:07:08.570 Amber Lin: Demlade probably at 15, because that’s approximately how much he’s been spending. Also a wish at 10, so to cap his hours there a bit more. Zoran currently spends about 14 to 50, and we’re gonna try to see if we can do…

533 01:07:09.780 01:07:15.020 Amber Lin: If we can do 10, or I can take some of Harry’s hours and put it on Zoran.

534 01:07:16.380 01:07:22.459 Amber Lin: On Eden, we’re in a bit of a clutch. It’s a little…

535 01:07:23.100 01:07:27.560 Uttam Kumaran: But have you talked to, like, Robert about… Decreasing the scope?

536 01:07:27.700 01:07:29.870 Uttam Kumaran: Because shifting hours, again, like.

537 01:07:30.320 01:07:31.400 Amber Lin: Yeah.

538 01:07:31.730 01:07:37.020 Uttam Kumaran: There’s optimizations that you have to do with… I agree.

539 01:07:37.570 01:07:44.360 Amber Lin: Yeah, let me put down… so, at our current… ours.

540 01:07:44.600 01:07:47.009 Amber Lin: So let me send a screenshot.

541 01:07:48.020 01:07:52.060 Amber Lin: So what I’ve just sent is what we’re currently spending.

542 01:07:52.930 01:08:00.829 Amber Lin: Approximately each week. And that gives us an 84 billable and then 21% margin.

543 01:08:02.970 01:08:04.319 Uttam Kumaran: Let me put the.

544 01:08:13.460 01:08:16.389 Amber Lin: I’m calling Robert later today, I can…

545 01:08:16.510 01:08:18.479 Amber Lin: I’ll talk to him about this.

546 01:08:20.569 01:08:21.999 Uttam Kumaran: Okay.

547 01:08:22.000 01:08:24.079 Amber Lin: Let me… let me message him.

548 01:08:44.460 01:08:49.160 Uttam Kumaran: I guess I don’t know how I can do the split budgets, so… No.

549 01:08:50.819 01:08:52.279 Uttam Kumaran: To add it first.

550 01:10:20.620 01:10:28.060 Uttam Kumaran: So, we’ll have to probably go through and do these rates later, but that’s fine. I guess, like, I will start to see that

551 01:10:28.670 01:10:34.630 Uttam Kumaran: see, in operating, like, how we’re hitting our budgets. So…

552 01:10:35.010 01:10:42.819 Uttam Kumaran: Okay, so, so far you have yourself at 25%, Awashia at 25%, or what… what are we… what were the changes we were going to make here?

553 01:10:45.020 01:10:46.130 Amber Lin: on Eden?

554 01:10:46.380 01:10:47.060 Uttam Kumaran: Yeah.

555 01:10:47.860 01:10:54.890 Amber Lin: Let’s see… 10 hours for a wish is 25%.

556 01:10:55.070 01:10:58.830 Amber Lin: Yeah, so I’m gonna keep a wish the same. Let me…

557 01:10:58.960 01:11:02.430 Amber Lin: Let me go put the hours in, and then you can see it there.

558 01:11:03.710 01:11:09.640 Amber Lin: I have to wish at 25.

559 01:11:10.690 01:11:13.260 Amber Lin: Tamlade 45.

560 01:11:14.670 01:11:18.670 Amber Lin: And then Henry’s at 75%. Yeah, this is…

561 01:11:19.220 01:11:22.179 Amber Lin: This is what I put down, is what I was thinking.

562 01:11:22.180 01:11:22.860 Uttam Kumaran: Okay.

563 01:11:22.990 01:11:23.730 Uttam Kumaran: Okay.

564 01:11:24.010 01:11:24.520 Amber Lin: Yeah.

565 01:11:24.520 01:11:27.239 Uttam Kumaran: So then once… so then once I fix the budget, we can…

566 01:11:27.240 01:11:28.979 Amber Lin: Look at what it’s gonna look like.

567 01:11:29.460 01:11:30.180 Amber Lin: Yep.

568 01:11:30.180 01:11:34.930 Uttam Kumaran: For Remo, we have, back-end solutions architect.

569 01:11:35.450 01:11:36.920 Uttam Kumaran: Which is surf.

570 01:11:38.890 01:11:43.670 Uttam Kumaran: And… What is his? His was 10 hours a week, or what was his?

571 01:11:45.260 01:11:53.089 Amber Lin: We can do 10 hours a week. I… I want to see… I’m gonna check the project plan to see if we can do lower and still…

572 01:11:53.390 01:11:56.469 Amber Lin: do it in 8 weeks, cause I…

573 01:11:56.470 01:11:59.910 Uttam Kumaran: Well, I guess this is, like, what I’m… I guess my question is, like, how…

574 01:12:00.580 01:12:05.920 Uttam Kumaran: You have 20K to work… you have 10K to work with. Do you have tickets yet for these?

575 01:12:06.310 01:12:10.190 Amber Lin: Yeah, I do. Yeah, I’m gonna go… I’m gonna go check.

576 01:12:10.190 01:12:16.099 Uttam Kumaran: So this is where, like, I don’t… it’s not… we… it’s a time to accomplish the goal, and then…

577 01:12:16.860 01:12:21.720 Uttam Kumaran: like, we sold the 10K based on both of their estimates on how long it would take.

578 01:12:21.880 01:12:31.650 Uttam Kumaran: So, ideally, we… What number that goes into here should get us to our goal margin, and then…

579 01:12:31.650 01:12:32.289 Amber Lin: I see.

580 01:12:32.620 01:12:39.239 Uttam Kumaran: And then you can basically use that to say, like, great, this is the time we have to accomplish the goal, versus…

581 01:12:39.940 01:12:41.310 Uttam Kumaran: The other way around.

582 01:12:43.430 01:12:49.559 Amber Lin: Makes sense. Then, let me go back and edit it, and I’ll come back, because I cannot answer that right now.

583 01:12:49.560 01:12:52.640 Uttam Kumaran: Okay, then I’m just gonna put 10 for now.

584 01:12:53.550 01:12:58.160 Uttam Kumaran: And then I’m also gonna put a wish for 10 for now.

585 01:13:45.730 01:13:48.220 Uttam Kumaran: And then, let’s talk about urban stems.

586 01:13:48.460 01:13:51.180 Uttam Kumaran: So, we just added a way shear as well.

587 01:13:51.830 01:14:05.400 Amber Lin: Yeah. I was thinking that, Delati would still be at… will be about 15, and I… I’ll spend about 5, and I wish I was thinking around 8 or 10.

588 01:14:06.020 01:14:07.889 Uttam Kumaran: Okay.

589 01:14:08.450 01:14:11.809 Amber Lin: I can go add that. You guys can move on, if that’s okay.

590 01:14:12.380 01:14:14.980 Uttam Kumaran: Okay, yeah, so for this,

591 01:14:15.570 01:14:20.060 Uttam Kumaran: I’m gonna just move this to… October 1st.

592 01:14:20.980 01:14:22.620 Uttam Kumaran: Or what? Oh.

593 01:14:27.280 01:14:29.720 Uttam Kumaran: What are the details on this? Oh.

594 01:14:32.470 01:14:33.790 Uttam Kumaran: One for the Reno.

595 01:14:36.630 01:14:39.390 Uttam Kumaran: 317 to 8.31. Oh.

596 01:14:40.410 01:14:44.820 Uttam Kumaran: So, this is not right, right? Where does the Urban Suns deal in? This is.

597 01:14:45.550 01:14:47.700 Amber Lin: I’m on a deal, too.

598 01:14:48.280 01:14:51.549 Uttam Kumaran: Oh, this is deal 2, so I think we’re actually at deal 3.

599 01:14:51.960 01:14:52.960 Amber Lin: Oh.

600 01:14:53.800 01:14:59.260 Uttam Kumaran: But that’s fine. I’m just gonna… I’m just… let’s just roll with it for now. I can clean this up later, so…

601 01:15:00.350 01:15:02.490 Uttam Kumaran: I’m gonna put this at 11.30.

602 01:15:07.480 01:15:08.470 Uttam Kumaran: And then…

603 01:15:15.470 01:15:17.900 Uttam Kumaran: Do we have a wish for 8 hours?

604 01:15:18.250 01:15:20.769 Uttam Kumaran: And then, okay, so we’ll leave me on there for now.

605 01:15:22.760 01:15:23.640 Uttam Kumaran: Cool.

606 01:15:24.670 01:15:28.009 Uttam Kumaran: Okay, let’s move to Justin.

607 01:15:30.380 01:15:34.070 Justin Breshears: Yeah, while you’ve been doing that, I’ve been kind of putting in some preliminary numbers.

608 01:15:34.520 01:15:35.380 Uttam Kumaran: Yeah.

609 01:15:37.040 01:15:40.170 Uttam Kumaran: So, let’s…

610 01:15:40.170 01:15:50.940 Justin Breshears: The hard part for me is, like, random stuff, how we’re gonna, like, plan for that, because, like, Zoran, we pulled him in to do, like, a very specific thing on Insomnia, it’s not gonna be ongoing, but…

611 01:15:51.420 01:15:55.620 Justin Breshears: You know, he’s gonna spend maybe 5 or 6 hours this week on it.

612 01:15:57.540 01:16:02.870 Uttam Kumaran: Yeah, I would just, I would just do exactly that, like, just budgeted for this week.

613 01:16:03.140 01:16:04.200 Uttam Kumaran: That’s fine.

614 01:16:04.480 01:16:05.740 Justin Breshears: Okay.

615 01:16:05.740 01:16:06.530 Uttam Kumaran: Yeah.

616 01:16:08.350 01:16:15.319 Uttam Kumaran: And again, like, what… basically what this is doing is, like, we will then compare Clockify to what we did here.

617 01:16:15.740 01:16:18.770 Uttam Kumaran: So… Yeah.

618 01:16:20.000 01:16:24.799 Uttam Kumaran: You could also just say he’s available, because ideally, we want… this is where we want to, like.

619 01:16:25.530 01:16:27.669 Uttam Kumaran: We want to guess accurately here.

620 01:16:28.050 01:16:35.249 Uttam Kumaran: And then make sure that it’s within budget. And then if you can… if he only works one week, then we… we end up okay.

621 01:16:41.700 01:16:43.869 Uttam Kumaran: Cool, so I’m gonna bring all these in.

622 01:16:48.680 01:16:54.170 Uttam Kumaran: And so… so we have Default Deal 1, that should be already done, right? So…

623 01:16:57.350 01:16:59.720 Uttam Kumaran: Yeah, that’s already closed out.

624 01:17:00.030 01:17:06.389 Uttam Kumaran: Default deal 2… Rates, default, so this is already…

625 01:17:07.050 01:17:08.300 Uttam Kumaran: Let me just see if I can…

626 01:17:15.990 01:17:20.340 Uttam Kumaran: So, default deal to… Yeah, we have,

627 01:17:22.270 01:17:26.360 Uttam Kumaran: For your time, 2 hours a week. Mustafa’s, 6 hours a week.

628 01:17:27.290 01:17:29.170 Uttam Kumaran: Sam at 2 hours a week.

629 01:17:30.480 01:17:34.960 Uttam Kumaran: and me there. What do you think? I feel like that’s… yeah.

630 01:17:34.960 01:17:36.840 Justin Breshears: That’s roughly what we’re doing right now.

631 01:17:37.290 01:17:38.250 Uttam Kumaran: Okay, cool.

632 01:17:38.250 01:17:40.900 Justin Breshears: Just basing that on the current work in linear.

633 01:17:41.660 01:17:42.290 Uttam Kumaran: Okay.

634 01:17:43.140 01:17:49.140 Justin Breshears: But again, that could ramp up or down, depending on, like, because they’re hourly, right? So…

635 01:17:50.110 01:17:52.550 Uttam Kumaran: Yeah, they are hourly.

636 01:17:53.260 01:17:56.989 Justin Breshears: That’s where, like, are we adjusting this every single week?

637 01:17:59.170 01:18:02.199 Uttam Kumaran: Well, that’s… I would like to have at least a monthly adjustment.

638 01:18:03.070 01:18:03.680 Justin Breshears: Yeah.

639 01:18:04.500 01:18:06.789 Uttam Kumaran: So, what I would say is…

640 01:18:07.090 01:18:17.639 Uttam Kumaran: I’m gonna give you the budget for… October… to… basically for October, and roughly…

641 01:18:17.940 01:18:24.519 Uttam Kumaran: we have 15K of budget, is… that’s… we’re pro- we’re… That’s… that’s 15 hours.

642 01:18:25.930 01:18:34.750 Uttam Kumaran: So that’s the… I guess, like, oh, the… but the budget is actually… Not the revenue, it’s actually…

643 01:18:35.100 01:18:38.020 Uttam Kumaran: The budget is gonna be 60% of this, right?

644 01:18:38.600 01:18:39.320 Justin Breshears: Right.

645 01:18:39.740 01:18:41.220 Justin Breshears: Or ideally 50.

646 01:18:43.180 01:18:45.579 Uttam Kumaran: Okay, so let’s just do…

647 01:18:45.930 01:18:55.319 Uttam Kumaran: Okay, yeah, that’s what I’m gonna have to… I’m gonna have to figure out all the people’s rates and stuff like that, but… yeah, and then for these, I’m… I would say, let’s just do it,

648 01:18:55.740 01:18:58.310 Uttam Kumaran: Until the end of October.

649 01:18:58.580 01:18:59.130 Uttam Kumaran: Yeah.

650 01:18:59.130 01:18:59.730 Justin Breshears: Gotcha.

651 01:19:00.410 01:19:03.090 Uttam Kumaran: So if you want to do that, I’m fine with this, that’s great.

652 01:19:04.980 01:19:09.240 Uttam Kumaran: Let’s talk about Ellie Deal 2.

653 01:19:10.400 01:19:14.049 Uttam Kumaran: So this is also Zoron?

654 01:19:23.460 01:19:27.350 Uttam Kumaran: I guess I’m not sure what role he’s playing on here.

655 01:19:29.610 01:19:31.630 Uttam Kumaran: That’s fine.

656 01:20:28.100 01:20:31.110 Uttam Kumaran: And then what do you think, in terms of PM for Ali?

657 01:20:34.340 01:20:36.460 Justin Breshears: I don’t know, I haven’t been on LA.

658 01:20:36.830 01:20:41.780 Amber Lin: Yeah, I’m currently looking… right now, it’s just Zoran and the client.

659 01:20:42.240 01:20:49.620 Amber Lin: I have a meeting with him tomorrow. We just got restarted earlier this week. I can…

660 01:20:49.820 01:20:57.339 Amber Lin: How much is needed, yeah, but essentially, I don’t think there’s much needed from me. I would say, like, maximum 2 hours.

661 01:20:57.340 01:20:58.410 Uttam Kumaran: Oh, okay, great.

662 01:20:58.640 01:21:00.700 Uttam Kumaran: Okay, so the date of birth…

663 01:21:04.610 01:21:12.660 Justin Breshears: Yeah, I’d say minimum has to be 5%, because it’s 2 hours a week, and that’s, like, minimum to run, like, stand-ups and just check in on things.

664 01:21:13.200 01:21:13.950 Amber Lin: Yup.

665 01:21:15.030 01:21:15.820 Uttam Kumaran: Okay.

666 01:21:16.480 01:21:25.970 Uttam Kumaran: Yeah, I think… I think, well, again, we’re… I know we’re coming up on time, so let’s just… we’ll just make sure that, at least for the clients, this is right, and then I think we probably need another session to look at now.

667 01:21:26.610 01:21:29.679 Uttam Kumaran: The people side, for the people view, so that’s fine.

668 01:21:29.900 01:21:35.450 Uttam Kumaran: hip… You feel good about Feel good about this, Justin?

669 01:21:35.850 01:21:42.850 Justin Breshears: I don’t, because we technically will start tomorrow, so I actually don’t know what the lift will be here.

670 01:21:42.850 01:21:43.560 Uttam Kumaran: Okay.

671 01:21:44.440 01:21:52.190 Justin Breshears: It will be about 10 hours a week, probably, but, I mean, it’s another where it’s week by week, and they’re like, hey, we could ramp up or down.

672 01:21:52.880 01:21:53.960 Uttam Kumaran: Okay, okay.

673 01:21:54.560 01:22:00.200 Uttam Kumaran: So I guess for budget… I guess for budgets on fixed, there’s no budgets, right? Technically?

674 01:22:01.050 01:22:02.779 Uttam Kumaran: Or, I don’t know, like, I guess…

675 01:22:02.780 01:22:04.150 Justin Breshears: For the hourlies, you mean?

676 01:22:05.920 01:22:06.810 Uttam Kumaran: Yeah.

677 01:22:09.250 01:22:12.559 Justin Breshears: Yeah, there’s really not, because we’re getting our margin no matter what, on hourlies.

678 01:22:18.130 01:22:20.939 Uttam Kumaran: Oh, so that’s why it’s already calculating gross margin.

679 01:22:25.060 01:22:27.919 Uttam Kumaran: Like, it already… it basically already calculated, okay, so…

680 01:22:27.920 01:22:40.560 Amber Lin: Yeah. Me and Rico tried to set it up a while ago, so we added some people’s rates, it’s just, I think the budget here is a little funky, because it goes over the whole time period.

681 01:22:41.140 01:22:42.170 Uttam Kumaran: Yeah, yeah.

682 01:22:42.380 01:22:44.169 Amber Lin: At hourly rates.

683 01:22:44.330 01:22:44.949 Uttam Kumaran: That’s fun.

684 01:22:44.950 01:22:48.760 Justin Breshears: Like, I don’t know how to forecast, like, Robert’s time on it.

685 01:22:50.110 01:22:50.830 Uttam Kumaran: Yeah.

686 01:22:51.520 01:22:54.799 Uttam Kumaran: I would, again, I would do a minimum of 5.

687 01:22:55.590 01:22:58.340 Uttam Kumaran: Or 5%, basically, on anything.

688 01:23:11.240 01:23:14.049 Uttam Kumaran: And then for interlude… okay, great.

689 01:23:15.590 01:23:16.970 Justin Breshears: That’s about right, yeah.

690 01:23:21.000 01:23:26.140 Uttam Kumaran: And then README, I think, same thing, let’s just do the, let’s just do…

691 01:23:26.140 01:23:29.290 Justin Breshears: I don’t know any of the details on that one yet.

692 01:23:29.290 01:23:30.160 Uttam Kumaran: Okay, okay.

693 01:23:31.030 01:23:34.269 Uttam Kumaran: So we’re just gonna assume that you guys are on there in some capacity.

694 01:23:34.400 01:23:42.019 Uttam Kumaran: What we can do for that is do tentative, and then that way the tentative allocation is just…

695 01:23:42.230 01:23:43.510 Uttam Kumaran: 5%.

696 01:23:43.840 01:23:46.359 Uttam Kumaran: Right. Is there something we put in there?

697 01:23:47.100 01:23:51.530 Uttam Kumaran: And then it’s also really clear, like, what is tentative here.

698 01:23:56.970 01:23:57.780 Uttam Kumaran: Great.

699 01:23:58.470 01:24:00.539 Uttam Kumaran: And then, yeah, we have this,

700 01:24:01.980 01:24:08.850 Uttam Kumaran: Yeah, so I guess there’s no current assignments for the… for… this is what I think Robert and I will have to figure this out.

701 01:24:10.270 01:24:11.740 Uttam Kumaran: Okay.

702 01:24:12.920 01:24:14.170 Justin Breshears: But for insomnia?

703 01:24:14.930 01:24:15.550 Uttam Kumaran: Yeah.

704 01:24:15.770 01:24:18.829 Justin Breshears: Just put the roll there, because Trey is off now.

705 01:24:19.130 01:24:20.310 Uttam Kumaran: Yeah, yeah, yeah.

706 01:24:21.930 01:24:22.720 Uttam Kumaran: Okay.

707 01:24:24.510 01:24:28.669 Justin Breshears: And so, like, right now, a lot of that’s transferring to Robert today, but…

708 01:24:28.670 01:24:29.350 Uttam Kumaran: Okay.

709 01:24:31.730 01:24:32.570 Uttam Kumaran: Okay.

710 01:24:40.450 01:24:46.890 Uttam Kumaran: Okay, cool, I feel pretty good. I guess maybe we could spend… you know, if there’s just… let me know if there’s anything else…

711 01:24:47.040 01:24:52.129 Uttam Kumaran: urgent right now. I’ll give us a couple minutes before we may have next meetings.

712 01:24:52.520 01:25:03.789 Uttam Kumaran: Is there anything else urging we want to cover? I know we didn’t get to everything today, so I’ll probably try to grab some more time, maybe tomorrow or Friday, to just keep cranking through this. I’ll probably try to put a dent to this tonight.

713 01:25:04.000 01:25:08.809 Uttam Kumaran: See how much I can wrap up, so that I can give you guys some preliminary numbers, and then…

714 01:25:09.200 01:25:11.800 Uttam Kumaran: I’ll have some follow-up questions about

715 01:25:12.410 01:25:17.650 Uttam Kumaran: a couple of changes we need to make, but ideally, what I want to see here is that…

716 01:25:18.000 01:25:22.089 Uttam Kumaran: The… the operating calculates the budget that we’re on track.

717 01:25:22.250 01:25:28.349 Uttam Kumaran: And then I want to look at, sort of, person-by-person allocation, like, who is… Who was pretty slammed.

718 01:25:29.950 01:25:33.850 Uttam Kumaran: I guess in terms of existing clients, I know…

719 01:25:33.960 01:25:37.609 Uttam Kumaran: I think the biggest thing, Amber, is on urban stems, that away shramps up.

720 01:25:37.830 01:25:41.560 Uttam Kumaran: I think, Justin, it’s just for you to kind of keep an eye on.

721 01:25:42.450 01:25:49.390 Uttam Kumaran: stuff for… Insomnia, and for Ellie, default, the feedback’s good, and I’m kind of poking there.

722 01:25:50.890 01:25:53.790 Uttam Kumaran: And then… I think…

723 01:25:53.960 01:26:05.910 Uttam Kumaran: Remo is not… I haven’t seen much action in that channel. There is some stuff that… that Awage sent that I have to review today, but I think the biggest thing, Amber, is just to make sure that that keeps moving forward.

724 01:26:06.070 01:26:13.809 Uttam Kumaran: One of the things we didn’t get to today is sort of talking through, like, are we conducting all the rituals for every client?

725 01:26:14.120 01:26:18.179 Uttam Kumaran: Like, does every client have booked stand-ups, have booked…

726 01:26:18.480 01:26:20.090 Amber Lin: Planning, grooming.

727 01:26:20.310 01:26:24.029 Uttam Kumaran: So I think that’s something that we can get to in our next meeting.

728 01:26:24.300 01:26:27.580 Uttam Kumaran: But I definitely wanna… wanna make sure that that’s… that’s all set.

729 01:26:28.270 01:26:28.880 Amber Lin: Yeah.

730 01:26:29.180 01:26:34.350 Amber Lin: For me, Remo does not. All the other ones on my end have.

731 01:26:34.460 01:26:35.210 Amber Lin: Rituals.

732 01:26:37.900 01:26:38.580 Uttam Kumaran: Okay.

733 01:26:39.510 01:26:42.280 Uttam Kumaran: Yeah, and then ideally… yeah, go ahead, go ahead.

734 01:26:42.580 01:26:46.820 Justin Breshears: The next evolution, I think, of this, when we get into the monthly rhythm, is…

735 01:26:47.180 01:26:53.769 Justin Breshears: comparing, like, what was forecasted and planned in there to the actuals that come from Clockify.

736 01:26:55.780 01:26:58.510 Uttam Kumaran: Yes, exactly. So once we have this…

737 01:26:59.070 01:26:59.570 Justin Breshears: Yeah, go ahead.

738 01:27:00.440 01:27:03.030 Uttam Kumaran: Yeah, exactly, that’s… that’s where this will head, for sure.

739 01:27:03.410 01:27:10.169 Justin Breshears: Yeah, and I know we talked about how operating was… implementing a time tracking feature, so…

740 01:27:10.560 01:27:16.189 Justin Breshears: And it might be helpful to, in the future, switch over to using that, so then you have it all together.

741 01:27:16.940 01:27:22.839 Uttam Kumaran: Yeah, and exactly, then we can… we don’t have to go into our own reporting, basically, we can do a lot in here.

742 01:27:22.960 01:27:35.689 Uttam Kumaran: So, I’m sort of, like… what I suspect here is that we’re gonna see that Robert is kind of overloaded, and we’re gonna see, like, ISL playing somewhat of a role on some clients.

743 01:27:35.850 01:27:49.379 Uttam Kumaran: I’m also going to make sure that my internal allocations are set, so ideally, we should see me at, like, 100%, we should see Robert, we should see everybody internal. So I think, sorry, Rico, I know we didn’t get to that today, but maybe me and you can meet, and we can walk through that.

744 01:27:49.790 01:27:55.679 Uttam Kumaran: But yeah, let’s keep pushing here, and then once this is in a good spot, I want to make sure that we’re able to run

745 01:27:55.890 01:27:59.880 Uttam Kumaran: The next phase is, like, making sure we’re running all of our rituals.

746 01:28:00.090 01:28:03.990 Uttam Kumaran: Effectively, and then gearing up to do a review at the end of the month.

747 01:28:04.830 01:28:11.609 Justin Breshears: Yeah, and then we can see where certain projects need to be bumped up, maybe in allocations or bumped down.

748 01:28:12.020 01:28:12.760 Uttam Kumaran: Yes.

749 01:28:14.830 01:28:15.969 Justin Breshears: Yeah, this is helpful.

750 01:28:16.590 01:28:17.200 Uttam Kumaran: Cool.

751 01:28:17.660 01:28:19.910 Uttam Kumaran: Okay, thank you, Ness. Appreciate it.

752 01:28:20.090 01:28:21.260 Justin Breshears: And you…