Meeting Title: Eden Project Ticket Cleanup Sync Date: 2025-07-10 Meeting participants: Amber Lin, Robert Tseng
WEBVTT
1 00:02:02.060 ⇒ 00:02:02.800 Robert Tseng: Hey! Amber.
2 00:02:05.240 ⇒ 00:02:09.070 Amber Lin: Hello as well.
3 00:02:10.047 ⇒ 00:02:14.932 Robert Tseng: Mean, you can open stuff.
4 00:02:15.910 ⇒ 00:02:16.730 Amber Lin: Okay.
5 00:02:17.110 ⇒ 00:02:17.470 Robert Tseng: Oh!
6 00:03:53.900 ⇒ 00:03:55.609 Amber Lin: Let me know when you’re done.
7 00:03:56.560 ⇒ 00:03:59.900 Robert Tseng: Yeah, I need to get Ops to.
8 00:04:01.320 ⇒ 00:04:02.210 Robert Tseng: No.
9 00:05:11.650 ⇒ 00:05:12.969 Robert Tseng: okay, I’m ready.
10 00:05:13.850 ⇒ 00:05:23.760 Amber Lin: Okay, let me show, share my screen and then a few.
11 00:05:25.120 ⇒ 00:05:33.970 Amber Lin: So the 1st thing I want to do is that if there’s no, I just wanna put everything into a project
12 00:05:34.080 ⇒ 00:05:38.319 Amber Lin: and then look at projects and cancel any
13 00:05:38.700 ⇒ 00:05:40.757 Amber Lin: tickets that we don’t need anymore
14 00:05:41.750 ⇒ 00:05:44.950 Amber Lin: might take more than 30 min we’ll see, so we’ll go.
15 00:05:45.030 ⇒ 00:05:48.209 Robert Tseng: Okay, do have to have another call at my.
16 00:05:48.210 ⇒ 00:05:48.680 Amber Lin: Yeah.
17 00:05:48.680 ⇒ 00:05:51.009 Robert Tseng: Yeah. So we’ll just.
18 00:05:51.010 ⇒ 00:05:53.020 Amber Lin: I’ll need another meeting.
19 00:05:53.020 ⇒ 00:05:59.380 Robert Tseng: Okay, this one. So this one is interesting. This is like, I don’t have a project for this. This is like,
20 00:06:00.690 ⇒ 00:06:04.499 Robert Tseng: I need to like one of their vendors like.
21 00:06:05.050 ⇒ 00:06:13.720 Robert Tseng: it’s like for me to keep a log of issues that we need to keep following up with our vendors about. It’s like, not even real work. It’s just like a like a slack reminder that, like.
22 00:06:13.870 ⇒ 00:06:23.829 Robert Tseng: Hey, every week, we need to ask about these things pretty much. So I I just I don’t really didn’t really know how to categorize it. So I just left it as like a constant client review thing.
23 00:06:23.830 ⇒ 00:06:28.654 Amber Lin: I I will just put it ad hoc
24 00:06:31.180 ⇒ 00:06:35.480 Amber Lin: and then we can go look at it later.
25 00:06:35.480 ⇒ 00:06:36.150 Robert Tseng: Okay.
26 00:06:36.370 ⇒ 00:06:41.449 Amber Lin: So project ad, hoc, okay, that same thing.
27 00:06:42.215 ⇒ 00:06:48.080 Robert Tseng: No. So this one is, guess this one doesn’t have a project. This is like A,
28 00:06:48.400 ⇒ 00:06:53.839 Robert Tseng: it’s related to pharmacy. Farm Ops, we have. Yeah.
29 00:06:53.950 ⇒ 00:07:02.270 Robert Tseng: we have a margin escalation reporting. And it’s not really added any. I would say, maybe create a new project. And it’s like farm Ops.
30 00:07:02.590 ⇒ 00:07:06.270 Robert Tseng: like reporting or something. I got.
31 00:07:08.920 ⇒ 00:07:11.340 Robert Tseng: Yeah, like ad, hoc reporting or something. Yeah.
32 00:07:12.510 ⇒ 00:07:14.410 Amber Lin: Is it progress?
33 00:07:14.840 ⇒ 00:07:16.309 Robert Tseng: Yeah, this is in progress.
34 00:07:16.310 ⇒ 00:07:16.900 Amber Lin: Okay.
35 00:07:20.720 ⇒ 00:07:21.430 Amber Lin: Okay.
36 00:07:22.440 ⇒ 00:07:33.579 Robert Tseng: It’s like, it’s not technically supposed to be in cycle, because it’s like, not really something we’re planning for. But they’re just like random ad hoc requests, we get from that team. Yeah. So
37 00:07:33.840 ⇒ 00:07:36.399 Robert Tseng: I see this one.
38 00:07:37.470 ⇒ 00:07:42.556 Robert Tseng: Yeah. So this one is a bit strange, like,
39 00:07:43.660 ⇒ 00:07:44.340 Amber Lin: Investors.
40 00:07:44.340 ⇒ 00:07:46.470 Robert Tseng: To delivery, and that’s.
41 00:07:46.470 ⇒ 00:07:47.280 Amber Lin: See.
42 00:07:47.620 ⇒ 00:07:49.444 Robert Tseng: Yeah, it should be
43 00:07:50.240 ⇒ 00:07:51.959 Robert Tseng: It’s in farm ops as well.
44 00:07:54.300 ⇒ 00:07:57.269 Robert Tseng: but I order and customer journey sla dashboard.
45 00:08:03.820 ⇒ 00:08:06.260 Amber Lin: Brothwind, overcharging.
46 00:08:07.660 ⇒ 00:08:10.566 Robert Tseng: Yeah. So that one is also farm Ops.
47 00:08:11.650 ⇒ 00:08:14.280 Robert Tseng: and that one is margins and escalation reporting.
48 00:08:16.450 ⇒ 00:08:21.649 Amber Lin: Each Elt asks us to report on percentage page Sla
49 00:08:23.750 ⇒ 00:08:25.459 Amber Lin: is that, does that relate to this.
50 00:08:25.460 ⇒ 00:08:26.510 Robert Tseng: Yeah, it is.
51 00:08:26.510 ⇒ 00:08:30.839 Amber Lin: Okay. Awesome amortization, data, strategy.
52 00:08:30.840 ⇒ 00:08:33.799 Robert Tseng: Strategic finance or finance. Yeah.
53 00:08:35.230 ⇒ 00:08:40.030 Amber Lin: Great recurring weekly, Zendesk, Sync.
54 00:08:40.289 ⇒ 00:08:44.409 Robert Tseng: So, yeah, this is one of those like manual ad hoc things. So maybe we just put it in ad hoc.
55 00:08:44.410 ⇒ 00:08:44.805 Amber Lin: Okay.
56 00:08:45.690 ⇒ 00:08:46.350 Robert Tseng: Yeah.
57 00:08:46.350 ⇒ 00:08:51.940 Amber Lin: Ticker ratio, reporting capability in tableau, dashboard, tableau.
58 00:08:52.470 ⇒ 00:08:57.669 Robert Tseng: That’s in marketing oh, I think so.
59 00:08:57.670 ⇒ 00:09:01.149 Amber Lin: So some of those are not for this team. Yeah, I think.
60 00:09:02.880 ⇒ 00:09:05.502 Robert Tseng: You just type in marketing. Alright,
61 00:09:07.050 ⇒ 00:09:15.139 Robert Tseng: there should be like an executive marketing metrics and automation for Cmo.
62 00:09:19.660 ⇒ 00:09:22.689 Amber Lin: Check in with, Ehc. Team.
63 00:09:23.187 ⇒ 00:09:25.330 Robert Tseng: Yeah, we can just put it ad, hoc.
64 00:09:28.920 ⇒ 00:09:33.190 Amber Lin: Corral data set up for Channel attribution, reporting.
65 00:09:33.610 ⇒ 00:09:36.080 Robert Tseng: We can get rid of that cancel.
66 00:09:40.250 ⇒ 00:09:42.319 Amber Lin: Cancel segment, strategy and contract.
67 00:09:42.320 ⇒ 00:09:43.430 Robert Tseng: Can also cancel.
68 00:09:44.040 ⇒ 00:09:48.750 Amber Lin: Okay, dashboard demo for Josh.
69 00:09:48.750 ⇒ 00:09:56.842 Robert Tseng: We can. That’s that’s that’s done. But yeah, like that was done a while ago. But we should. We need to categorize it.
70 00:09:58.150 ⇒ 00:10:02.020 Robert Tseng: I mean, if it’s done, might as well should make it done sure.
71 00:10:02.320 ⇒ 00:10:02.970 Amber Lin: Okay.
72 00:10:02.970 ⇒ 00:10:04.469 Robert Tseng: Just make it done. Yeah.
73 00:10:06.130 ⇒ 00:10:11.330 Amber Lin: Marketing data mart with 6 sub issues made in March.
74 00:10:11.640 ⇒ 00:10:13.080 Robert Tseng: That, or just delete it.
75 00:10:13.340 ⇒ 00:10:14.250 Robert Tseng: Okay.
76 00:10:16.170 ⇒ 00:10:19.050 Amber Lin: Predicted Ltv. Dash also.
77 00:10:19.435 ⇒ 00:10:22.129 Robert Tseng: Yeah. Also, we can just delete that.
78 00:10:22.130 ⇒ 00:10:28.900 Amber Lin: Okay, Gtm, implementation specialists for targeting. 1st time purchases made.
79 00:10:29.980 ⇒ 00:10:31.329 Robert Tseng: Yeah, we can delete that.
80 00:10:31.330 ⇒ 00:10:35.850 Amber Lin: Okay, very satisfying experience. So I’m happy. Right?
81 00:10:36.410 ⇒ 00:10:40.660 Amber Lin: MER. Reporting and marketing dashboard.
82 00:10:42.090 ⇒ 00:10:43.680 Robert Tseng: That one is.
83 00:10:44.590 ⇒ 00:10:51.000 Robert Tseng: Yeah, that should be the Cmo, one. Yeah.
84 00:10:51.530 ⇒ 00:10:54.430 Amber Lin: RPT. Operational reporting.
85 00:10:54.430 ⇒ 00:10:56.269 Robert Tseng: Let’s just delete everything from March.
86 00:10:56.770 ⇒ 00:11:02.630 Amber Lin: Okay, March Delete. Same with here.
87 00:11:03.070 ⇒ 00:11:05.140 Amber Lin: Oh, oops.
88 00:11:07.240 ⇒ 00:11:09.460 Amber Lin: Okay, March.
89 00:11:10.677 ⇒ 00:11:14.940 Amber Lin: Look over them as I select them, just to make sure.
90 00:11:14.940 ⇒ 00:11:19.880 Robert Tseng: Yeah, these were like a cost like tried to port them over from notion. But a lot of this is kind of.
91 00:11:19.880 ⇒ 00:11:20.740 Amber Lin: Yeah.
92 00:11:21.060 ⇒ 00:11:22.075 Robert Tseng: Yeah.
93 00:11:23.090 ⇒ 00:11:23.890 Amber Lin: All right.
94 00:11:23.890 ⇒ 00:11:24.410 Robert Tseng: Here.
95 00:11:24.740 ⇒ 00:11:30.450 Amber Lin: So early March 17, th I assume they can be gone.
96 00:11:33.090 ⇒ 00:11:36.760 Amber Lin: These are March 27.th
97 00:11:37.020 ⇒ 00:11:38.499 Robert Tseng: Yeah, we’ll just delete all of them.
98 00:11:38.500 ⇒ 00:11:40.320 Amber Lin: Okay. Great.
99 00:11:40.690 ⇒ 00:11:44.709 Amber Lin: Okay. April technical depth of product mapping.
100 00:11:45.570 ⇒ 00:11:49.390 Robert Tseng: I mean, that’s kind of an ongoing thing. We can just mark that as done.
101 00:11:52.890 ⇒ 00:11:57.269 Amber Lin: Okay. 24 h response policy for dashboard change requests.
102 00:11:58.370 ⇒ 00:11:59.190 Robert Tseng: Done.
103 00:12:00.360 ⇒ 00:12:04.159 Amber Lin: Oh, subscription update!
104 00:12:04.380 ⇒ 00:12:05.020 Robert Tseng: Done.
105 00:12:05.400 ⇒ 00:12:11.250 Amber Lin: Oh, yay, okay, awesome. This was faster than I expected.
106 00:12:11.380 ⇒ 00:12:11.915 Robert Tseng: Okay.
107 00:12:13.025 ⇒ 00:12:20.844 Amber Lin: Going to projects. I’m just only gonna look at everything in progress. I’m just gonna go look at what needs to be
108 00:12:22.040 ⇒ 00:12:23.429 Amber Lin: deleted and.
109 00:12:23.430 ⇒ 00:12:23.970 Robert Tseng: Okay.
110 00:12:23.970 ⇒ 00:12:28.580 Amber Lin: Okay, anything here that’s actually in progress and not planned.
111 00:12:30.170 ⇒ 00:12:33.870 Amber Lin: This stuff and.
112 00:12:34.170 ⇒ 00:12:37.749 Robert Tseng: So what I do is like stuff that’s in progress
113 00:12:38.197 ⇒ 00:12:44.890 Robert Tseng: is like what we’re focused on. And then if we’re not working on it anymore in this cycle, like I, I move it back to plan.
114 00:12:45.160 ⇒ 00:12:45.550 Amber Lin: Okay.
115 00:12:45.550 ⇒ 00:12:48.429 Robert Tseng: I’m not really completing projects that often to be honest, like.
116 00:12:48.430 ⇒ 00:12:49.219 Amber Lin: I see, I see.
117 00:12:49.220 ⇒ 00:12:51.820 Robert Tseng: A lot of these are just like workflows. Yeah.
118 00:12:51.820 ⇒ 00:12:55.710 Amber Lin: Okay, great. All right, let’s go.
119 00:12:56.840 ⇒ 00:13:03.210 Amber Lin: I mean, there’s only one plus one thing that we added, Okay, it’s.
120 00:13:03.870 ⇒ 00:13:07.209 Robert Tseng: I wonder if this should just be collapsed with ad hoc as well? Right.
121 00:13:08.000 ⇒ 00:13:08.730 Amber Lin: Probably.
122 00:13:10.520 ⇒ 00:13:16.169 Robert Tseng: Okay, yeah, like, let’s just keep it simple. We’ll just call ad hoc. It’s like a 1 off thing that’s like.
123 00:13:17.690 ⇒ 00:13:20.530 Amber Lin: Okay, I’m gonna delete this project.
124 00:13:22.860 ⇒ 00:13:23.750 Amber Lin: All right.
125 00:13:24.220 ⇒ 00:13:26.410 Amber Lin: Data, Tiktok, cleanup.
126 00:13:32.230 ⇒ 00:13:36.089 Robert Tseng: Yeah, so, oh, yeah, I mean, where? Where do we.
127 00:13:36.090 ⇒ 00:13:40.099 Amber Lin: And review. So hopefully they get pushed to done.
128 00:13:42.080 ⇒ 00:13:45.219 Amber Lin: Is that? Is there a estimate for this one.
129 00:13:46.490 ⇒ 00:13:47.669 Amber Lin: And today.
130 00:13:51.220 ⇒ 00:13:53.040 Robert Tseng: It is.
131 00:13:56.450 ⇒ 00:13:59.126 Robert Tseng: I mean, I think this is like a 1 point thing.
132 00:13:59.690 ⇒ 00:14:05.770 Robert Tseng: yeah. I just wanted to know what our event volumes were always supposed to send me it, but I guess it never did so.
133 00:14:05.770 ⇒ 00:14:07.500 Amber Lin: Okay, there is. No.
134 00:14:08.200 ⇒ 00:14:13.060 Amber Lin: I mean, it probably got pushed out right. That one.
135 00:14:14.150 ⇒ 00:14:23.409 Robert Tseng: This one. It did not. It’s not that, and it’s something that we do need to work on. But we- we kept pushing it to a different cycle. So there wasn’t that urgent.
136 00:14:25.290 ⇒ 00:14:27.160 Amber Lin: How much? How long would that take?
137 00:14:27.693 ⇒ 00:14:30.329 Robert Tseng: I I would say it’s like a 2 point thing.
138 00:14:30.790 ⇒ 00:14:36.440 Amber Lin: Okay, that remove due date and do that.
139 00:14:37.105 ⇒ 00:14:38.440 Robert Tseng: Yeah, I guess.
140 00:14:38.440 ⇒ 00:14:44.749 Amber Lin: Okay. So if we’ll look at everything in cycle later.
141 00:14:45.090 ⇒ 00:14:51.599 Amber Lin: Okay, I mean, these are in review. So I’ll skip the giving them estimates. But we need all of them, I assume.
142 00:14:52.260 ⇒ 00:14:57.390 Amber Lin: So next is finance strategic planning cleanup.
143 00:14:58.250 ⇒ 00:15:06.529 Amber Lin: Okay, I guess I have a question. Does the backlog capture everything
144 00:15:06.970 ⇒ 00:15:12.769 Amber Lin: we have for the future cycles? Or does it only capture.
145 00:15:13.220 ⇒ 00:15:15.849 Amber Lin: like the immediate, say, next cycle?
146 00:15:16.440 ⇒ 00:15:24.570 Robert Tseng: Yeah, no. It captures everything that we’ve discussed. For that particular like regarding strategic finance.
147 00:15:24.860 ⇒ 00:15:27.269 Amber Lin: Hmm, okay, that’s good. Then.
148 00:15:28.950 ⇒ 00:15:31.009 Robert Tseng: I mean there’s more that I haven’t added. But.
149 00:15:32.030 ⇒ 00:15:32.620 Amber Lin: Yeah.
150 00:15:32.620 ⇒ 00:15:33.470 Amber Lin: Valid.
151 00:15:42.980 ⇒ 00:15:46.510 Robert Tseng: Yeah, I mean this one I would consider done like
152 00:15:47.150 ⇒ 00:16:03.689 Robert Tseng: so that that one they have a previous spike. So I have a hard time with on spikes like I feel like the the team never like treats like Annie does well with spikes. She usually gives me a document that has, like a clear like. This is what she investigated, and I can understand it.
153 00:16:04.110 ⇒ 00:16:09.429 Robert Tseng: Like never does like. There’s never an action item. Despite like I can never get him
154 00:16:10.030 ⇒ 00:16:13.866 Robert Tseng: like I I always feel like these are incomplete like I don’t really know.
155 00:16:14.140 ⇒ 00:16:15.920 Amber Lin: Yeah, I.
156 00:16:15.920 ⇒ 00:16:22.779 Robert Tseng: Until stand up, and then he like just rambles for like 5 min. And I’m like, Okay, well, I don’t know. So.
157 00:16:22.780 ⇒ 00:16:23.200 Amber Lin: Okay, I.
158 00:16:23.200 ⇒ 00:16:23.660 Robert Tseng: Hi.
159 00:16:23.660 ⇒ 00:16:35.109 Amber Lin: I understand I’ve came across similar things. I think. Usually I just attach a spike ticket to a smaller deliverable. So I,
160 00:16:35.370 ⇒ 00:16:41.090 Amber Lin: if they can complete the deliverable. I call the spike done cause knowledge.
161 00:16:41.090 ⇒ 00:16:41.450 Robert Tseng: See.
162 00:16:41.450 ⇒ 00:16:52.399 Amber Lin: Is indefinite, so I I guess we can call it done if we if I could.
163 00:16:52.400 ⇒ 00:16:54.969 Robert Tseng: Yeah, it was tied to this one. So.
164 00:16:55.250 ⇒ 00:16:56.020 Amber Lin: Okay.
165 00:16:57.130 ⇒ 00:16:59.779 Robert Tseng: It’s not done because, like the main task was done. But
166 00:17:00.370 ⇒ 00:17:02.029 Amber Lin: Why don’t we?
167 00:17:02.260 ⇒ 00:17:04.660 Amber Lin: It just, adds Spike, as like a
168 00:17:04.990 ⇒ 00:17:11.220 Amber Lin: as like a check requirement, and just push him on finishing that task instead of pushing him to finish Spike.
169 00:17:11.990 ⇒ 00:17:18.129 Robert Tseng: Okay, yeah, I know, we were moving away from sub issues. So yeah, you’re saying to just put Spike as part of like, the actual.
170 00:17:18.130 ⇒ 00:17:25.109 Amber Lin: Yeah, or I. Usually, if I say Spike, I’ll make a small deliverable. So it’s still something that can be completed.
171 00:17:26.060 ⇒ 00:17:26.829 Robert Tseng: I see.
172 00:17:26.839 ⇒ 00:17:27.419 Amber Lin: Yeah.
173 00:17:27.670 ⇒ 00:17:43.529 Robert Tseng: I think for me sometimes it’s just like the clients will just ping me, and they’ll be like what’s going on with this. And I don’t really know. So I’m just like, okay, Spike, someone go look into it. I don’t. I don’t really know what what they need. But like. Tell me what what we, what we can do.
174 00:17:43.530 ⇒ 00:17:58.079 Amber Lin: That’s valid. That’s valid. I guess something we can improve on is that when the clients ask will say like acceptance, criteria is, maybe you output something that you can answer the client, or resolve client issue, or produce a plan.
175 00:17:59.260 ⇒ 00:18:00.000 Robert Tseng: Yeah.
176 00:18:00.360 ⇒ 00:18:03.379 Amber Lin: We’ll say like, if they don’t have that, it’s not done.
177 00:18:05.250 ⇒ 00:18:12.480 Amber Lin: Okay, let’s see this cameras.
178 00:18:13.840 ⇒ 00:18:17.860 Amber Lin: Oh, 5 weeks ago.
179 00:18:20.360 ⇒ 00:18:25.470 Robert Tseng: Yeah, I I think I mean, I know. I know what.
180 00:18:25.470 ⇒ 00:18:28.100 Amber Lin: Did it jump across a different project?
181 00:18:28.385 ⇒ 00:18:30.099 Robert Tseng: Yeah, I think it ended up.
182 00:18:30.580 ⇒ 00:18:31.319 Robert Tseng: Wait, what?
183 00:18:33.030 ⇒ 00:18:33.640 Amber Lin: Wait, this.
184 00:18:33.640 ⇒ 00:18:34.240 Robert Tseng: Be there.
185 00:18:34.240 ⇒ 00:18:38.679 Amber Lin: Strategic finance. Wait, I’m I’m confused.
186 00:18:40.410 ⇒ 00:18:46.580 Robert Tseng: Yeah, maybe the main issue was kind of lumped under a different project, and the sub issue was put in a different project.
187 00:18:47.097 ⇒ 00:18:50.719 Amber Lin: I see. Yeah, that was under product.
188 00:18:57.200 ⇒ 00:18:58.180 Amber Lin: Okay.
189 00:18:58.180 ⇒ 00:19:00.119 Robert Tseng: But yeah, that should be strategic finance.
190 00:19:00.670 ⇒ 00:19:03.330 Amber Lin: Okay, so.
191 00:19:06.200 ⇒ 00:19:19.090 Robert Tseng: Yeah, I think our team struggles to deliver on strategic finance work because it isn’t really like a clear output, like a lot of it requires deeper level thinking, and which we I don’t. I don’t think we’re we’re good at that. So
192 00:19:19.640 ⇒ 00:19:25.820 Robert Tseng: like. If you were on this project, then I feel like you would do better on the strategic finance work, because it’s.
193 00:19:25.820 ⇒ 00:19:26.410 Amber Lin: I don’t know.
194 00:19:26.410 ⇒ 00:19:30.569 Robert Tseng: More just like trying. It’s like insights and like thinking through the problem. But like.
195 00:19:31.030 ⇒ 00:19:43.379 Robert Tseng: yeah, I mean, obviously, the engineers default to like, oh, what model do we need? And then any defaults to like? Well, what report do they need to see? And it’s like it’s not. It’s not always that clear. So anyway.
196 00:19:43.380 ⇒ 00:19:44.780 Amber Lin: I see, I see, I see.
197 00:19:44.780 ⇒ 00:19:59.869 Robert Tseng: I think this project is hard to to take it out, because nothing is really ever done the 1st time a a lot of it is kind of just like open ended. And we have to kind of figure out what’s valuable like later on. And I don’t really like using tickets for that.
198 00:20:00.300 ⇒ 00:20:02.244 Amber Lin: I see, I agree.
199 00:20:03.040 ⇒ 00:20:09.669 Amber Lin: Okay, let’s let’s see if we can clean this needs escalation.
200 00:20:09.670 ⇒ 00:20:21.119 Robert Tseng: Yeah, this one is straightforward. It’s just like, if there is a modeling request here, there are very. There’s specific fields that they want. It needs to add into the model that, yeah.
201 00:20:21.120 ⇒ 00:20:28.870 Amber Lin: Okay. So I’ll just say modeling model. So it’s a bit clear.
202 00:20:29.180 ⇒ 00:20:34.980 Amber Lin: That’s like a strategy strategy ticket.
203 00:20:35.920 ⇒ 00:20:43.129 Robert Tseng: Yeah, this is another one of those like strategy tickets that I created. That was like, okay, this is how we should go about handling amortization.
204 00:20:44.286 ⇒ 00:20:46.739 Robert Tseng: I tried to hand it off to like
205 00:20:48.010 ⇒ 00:20:55.134 Robert Tseng: Tim Lotte to build out the tickets, I mean, I gave him the milestones below, but like it. Just kind of, you know. Once again nothing got done because
206 00:20:55.380 ⇒ 00:20:56.440 Amber Lin: Oh, man!
207 00:20:58.090 ⇒ 00:20:58.930 Robert Tseng: Yeah.
208 00:21:01.200 ⇒ 00:21:02.310 Amber Lin: I see.
209 00:21:06.660 ⇒ 00:21:10.390 Amber Lin: So it’s this part is more like a modeling thing.
210 00:21:12.845 ⇒ 00:21:13.690 Amber Lin: Existing.
211 00:21:13.690 ⇒ 00:21:39.330 Robert Tseng: Yeah, I mean, we are blocked in this way, because we actually, we can’t even do step one here. We can’t get the stripe data but if we did, then we would be able then, then, like in the threads, like I have, how the logic should be built out, and there are stakeholders there for us to theoretically talk to and make sure we get the right requirements. So this has just been sitting blocked because we can’t really do anything about it right now.
212 00:21:40.190 ⇒ 00:21:41.650 Amber Lin: I see. Okay.
213 00:21:42.450 ⇒ 00:21:46.850 Amber Lin: Oh, audit strike.
214 00:21:52.200 ⇒ 00:21:53.110 Amber Lin: don’t.
215 00:22:03.170 ⇒ 00:22:08.410 Amber Lin: Organization logic
216 00:22:11.500 ⇒ 00:22:14.220 Amber Lin: sounds good. That is blocked.
217 00:22:15.415 ⇒ 00:22:17.439 Amber Lin: Going back here.
218 00:22:17.600 ⇒ 00:22:19.159 Amber Lin: So same thing.
219 00:22:22.310 ⇒ 00:22:24.489 Robert Tseng: Yeah. Well, so this one was.
220 00:22:24.890 ⇒ 00:22:31.040 Robert Tseng: yeah. So there’s a few that are related to each other. Yeah. Sometimes
221 00:22:31.320 ⇒ 00:22:37.870 Robert Tseng: different questions are about the same thing. So this is one of those examples where.
222 00:22:37.870 ⇒ 00:22:38.190 Amber Lin: To do.
223 00:22:38.190 ⇒ 00:22:44.070 Robert Tseng: Someone else that asked the same question. Pretty much. You just phrase it differently.
224 00:22:44.348 ⇒ 00:22:47.689 Amber Lin: I see, could we combine them so we can track them better.
225 00:22:47.870 ⇒ 00:22:53.120 Robert Tseng: Yeah, we we should. I never really know what to do when we have duplicates. So.
226 00:22:53.120 ⇒ 00:23:00.389 Amber Lin: Hmm! I see. I just I just copy them over. I’ll put it in the comment.
227 00:23:02.710 ⇒ 00:23:09.459 Amber Lin: Amortization. Blah, blah blah, okay, more requirements.
228 00:23:10.170 ⇒ 00:23:27.960 Amber Lin: So I’ll say, I’ll say, like, so duplicate. Okay, update and hand off pharmacy forecast.
229 00:23:28.400 ⇒ 00:23:33.460 Robert Tseng: Yeah. So this is blocked by a different ticket that’s still been blocked for a month, which is even 2, 9, 9.
230 00:23:33.700 ⇒ 00:23:35.750 Amber Lin: What they said. It’s done.
231 00:23:36.040 ⇒ 00:23:40.721 Robert Tseng: Yeah, it’s it’s like done, but not really done like
232 00:23:41.190 ⇒ 00:23:43.930 Amber Lin: Oh, what’s what’s not done yet.
233 00:23:44.940 ⇒ 00:23:47.400 Robert Tseng: Like the cool.
234 00:23:47.650 ⇒ 00:23:54.990 Robert Tseng: I mean the spike is done. But then there’s if you type in the search bar, if you type in vile like there’s another ticket it’s blocked by.
235 00:23:58.360 ⇒ 00:24:01.569 Amber Lin: Huh? Is there another one moment.
236 00:24:03.330 ⇒ 00:24:05.420 Amber Lin: Wait, file.
237 00:24:05.770 ⇒ 00:24:06.620 Robert Tseng: Maybe not.
238 00:24:07.120 ⇒ 00:24:10.489 Amber Lin: Yeah, I don’t see another 5. Wait.
239 00:24:11.288 ⇒ 00:24:14.640 Amber Lin: No, I don’t see another volume.
240 00:24:14.640 ⇒ 00:24:15.990 Robert Tseng: Honestly, don’t wanna.
241 00:24:15.990 ⇒ 00:24:17.389 Amber Lin: We can add one.
242 00:24:17.910 ⇒ 00:24:19.389 Robert Tseng: Okay. Well, anyway, it’s
243 00:24:21.790 ⇒ 00:24:27.639 Robert Tseng: we we talked about it at stand up today like there’s still like this thread that like
244 00:24:28.120 ⇒ 00:24:34.209 Robert Tseng: I asked him a lot of to grab time with me today because I was like, I don’t understand how this is not done yet, because it was.
245 00:24:34.400 ⇒ 00:24:36.130 Robert Tseng: This looks like it’s done.
246 00:24:37.050 ⇒ 00:24:37.740 Amber Lin: What else?
247 00:24:39.520 ⇒ 00:24:41.920 Amber Lin: Okay? Did he grab time with you?
248 00:24:42.140 ⇒ 00:24:43.040 Robert Tseng: It did not.
249 00:24:43.720 ⇒ 00:24:50.800 Amber Lin: Okay, just put a just put something on its calendar. Whatever works for you just do it.
250 00:24:54.700 ⇒ 00:24:58.200 Robert Tseng: Yeah. But, like I, I also don’t want to.
251 00:24:58.590 ⇒ 00:24:59.060 Robert Tseng: You don’t.
252 00:24:59.060 ⇒ 00:25:08.720 Robert Tseng: He should be doing. He should be doing it like I feel like I am doing. I was like, want them to take more initiative, so I.
253 00:25:09.690 ⇒ 00:25:10.280 Robert Tseng: Yeah.
254 00:25:12.560 ⇒ 00:25:18.299 Robert Tseng: like, before, I had to book all through meetings with client stakeholders. Now, I’m like you need to meet with them.
255 00:25:19.530 ⇒ 00:25:20.020 Amber Lin: Yeah.
256 00:25:20.020 ⇒ 00:25:22.400 Robert Tseng: So like even today, if you were on the call.
257 00:25:22.650 ⇒ 00:25:26.969 Robert Tseng: You know, Dave Milani was supposed to meet with someone yesterday for something urgent, and he’s.
258 00:25:26.970 ⇒ 00:25:27.940 Amber Lin: It’s like.
259 00:25:27.940 ⇒ 00:25:48.059 Robert Tseng: Oh, well, I wasn’t able to get a hold of her, and then Josh is on the call, and he’s like, what are you talking about like she’s working on this stuff. So I mean, I want them to feel the pressure from from the client, too. If it’s if it’s something urgent, and they’re not meeting with the stakeholders like that’s you know. They have to. It can’t come from me.
260 00:25:48.840 ⇒ 00:25:49.500 Amber Lin: Yeah.
261 00:25:50.550 ⇒ 00:25:51.400 Amber Lin: Okay.
262 00:25:52.360 ⇒ 00:25:55.130 Amber Lin: Pharmacy forecast model.
263 00:25:55.660 ⇒ 00:25:56.690 Amber Lin: All right.
264 00:25:57.590 ⇒ 00:26:02.629 Amber Lin: They need to do that. Do we have.
265 00:26:02.957 ⇒ 00:26:14.760 Robert Tseng: Can’t, I can’t. My forecast model is at the product level, but I need to be able to forecast it at number of files that were shipped. So like, I need, yeah, like, that’s that’s fine.
266 00:26:14.760 ⇒ 00:26:15.330 Amber Lin: Yeah.
267 00:26:32.280 ⇒ 00:26:35.360 Amber Lin: okay, so need to get that unblocked.
268 00:26:36.620 ⇒ 00:26:47.010 Amber Lin: Okay? So historical high level patient data.
269 00:26:47.190 ⇒ 00:26:48.210 Amber Lin: Okay.
270 00:26:49.130 ⇒ 00:26:53.470 Robert Tseng: We can cancel that, or actually, we that mark that has done already sent it to him.
271 00:26:53.470 ⇒ 00:26:54.540 Amber Lin: Oh, great!
272 00:26:54.540 ⇒ 00:26:55.120 Robert Tseng: Yeah.
273 00:26:57.850 ⇒ 00:27:01.730 Amber Lin: Export. Pdf, smoother. What is it?
274 00:27:03.820 ⇒ 00:27:05.229 Amber Lin: Who is it? Impact.
275 00:27:05.600 ⇒ 00:27:09.830 Robert Tseng: Well, I mean, people complain about our how our reports look.
276 00:27:10.200 ⇒ 00:27:16.519 Robert Tseng: I just created. I mean, this is not. This is not boring. I’m I’m honestly just not gonna do it. So.
277 00:27:16.840 ⇒ 00:27:20.288 Amber Lin: Oh, low priority! Then why is that urgent.
278 00:27:20.720 ⇒ 00:27:23.200 Robert Tseng: Because it was urgent. When people
279 00:27:24.080 ⇒ 00:27:25.879 Robert Tseng: call- call me out on it.
280 00:27:25.880 ⇒ 00:27:26.489 Amber Lin: I see?
281 00:27:26.490 ⇒ 00:27:28.760 Amber Lin: Yeah, yeah, yeah.
282 00:27:28.970 ⇒ 00:27:33.820 Robert Tseng: Yeah, but it’s it’s not really cosmetic. Changes are not urgent.
283 00:27:34.000 ⇒ 00:27:34.600 Amber Lin: Yes,
284 00:27:39.490 ⇒ 00:27:49.429 Amber Lin: a smooth export, great like the visuals, or like the process.
285 00:27:52.435 ⇒ 00:27:59.280 Robert Tseng: It’s it’s it’s it’s the visual
286 00:28:01.062 ⇒ 00:28:03.960 Robert Tseng: don’t. Well, we had like discussed.
287 00:28:06.750 ⇒ 00:28:13.989 Robert Tseng: Oh, this is like a this is also something that Dave a lot of should be owning, but, like.
288 00:28:13.990 ⇒ 00:28:14.890 Amber Lin: Okay.
289 00:28:14.890 ⇒ 00:28:17.289 Robert Tseng: Because he manages the
290 00:28:17.480 ⇒ 00:28:34.076 Robert Tseng: automation and scheduling of all of our all of our reports. They get exported email to slack specific stakeholders just have preferences like, Oh, it’s too small. I want this, or like I need it more frequent, or whatever. It’s just like random things like that.
291 00:28:35.450 ⇒ 00:28:45.479 Robert Tseng: but I get it like it’s not really engineering. It’s more like somebody we need like a tableau administrator who can go in and just like make those changes, but nobody else on the team is able to.
292 00:28:47.210 ⇒ 00:28:48.169 Amber Lin: I see it.
293 00:28:50.050 ⇒ 00:28:50.910 Amber Lin: Okay?
294 00:28:51.070 ⇒ 00:28:56.299 Amber Lin: Oh, well, I’m gonna take you off of the assignee.
295 00:28:57.040 ⇒ 00:29:00.289 Amber Lin: Is it? Just for strategic finance, or in general.
296 00:29:00.991 ⇒ 00:29:02.710 Robert Tseng: It’s in general, so there could be an ad hoc.
297 00:29:02.710 ⇒ 00:29:04.519 Amber Lin: Excluded to talk.
298 00:29:05.380 ⇒ 00:29:06.140 Amber Lin: Okay?
299 00:29:09.020 ⇒ 00:29:11.853 Amber Lin: Oh, so many ad hocs.
300 00:29:13.833 ⇒ 00:29:14.729 Amber Lin: Okay, there we go.
301 00:29:14.730 ⇒ 00:29:16.570 Robert Tseng: Call it like eaten ad hoc, or something.
302 00:29:16.630 ⇒ 00:29:19.330 Amber Lin: Yeah, I agree. That’s a good idea.
303 00:29:28.680 ⇒ 00:29:30.370 Amber Lin: that one.
304 00:29:32.980 ⇒ 00:29:36.699 Robert Tseng: Yeah, this is actually not strategic finance. This is also ad hoc.
305 00:29:45.720 ⇒ 00:29:47.330 Robert Tseng: I think we went through this already.
306 00:29:47.930 ⇒ 00:29:48.530 Amber Lin: Yeah.
307 00:29:49.020 ⇒ 00:29:49.890 Amber Lin: Okay.
308 00:29:51.830 ⇒ 00:29:53.319 Amber Lin: Back here.
309 00:29:53.820 ⇒ 00:29:55.849 Amber Lin: Okay, you’ll have to hop.
310 00:29:57.020 ⇒ 00:29:57.710 Robert Tseng: Yeah.
311 00:29:57.970 ⇒ 00:29:59.100 Amber Lin: All right.
312 00:29:59.600 ⇒ 00:30:03.989 Amber Lin: I guess we need another another grooming meeting.
313 00:30:04.170 ⇒ 00:30:11.399 Amber Lin: It’s not. I don’t think it’s that urgent like we could. We don’t have to do it this week. It could be like sometime, maybe same time next week.
314 00:30:12.755 ⇒ 00:30:13.540 Amber Lin: Yeah.
315 00:30:14.230 ⇒ 00:30:15.000 Robert Tseng: Yeah.
316 00:30:15.210 ⇒ 00:30:15.960 Amber Lin: Okay.
317 00:30:16.170 ⇒ 00:30:17.580 Robert Tseng: Okay. Thanks. Amber.
318 00:30:17.830 ⇒ 00:30:19.360 Amber Lin: Of course, bye.
319 00:30:19.360 ⇒ 00:30:20.340 Robert Tseng: Yep, bye.