Meeting Title: Eden Project Handoff Planning Date: 2025-07-25 Meeting participants: Awaish Kumar, Amber Lin, Robert Tseng, Uttam Kumaran
WEBVTT
1 00:00:23.410 ⇒ 00:00:27.090 Amber Lin: Hey? I wish I don’t know where Robert is.
2 00:00:28.300 ⇒ 00:00:33.490 Awaish Kumar: Hello! Like, have you set up a meeting after this for ABC.
3 00:00:35.180 ⇒ 00:00:42.940 Amber Lin: I have a meeting with the clients. So you might need to set your link with Luke and Annie
4 00:00:43.040 ⇒ 00:00:46.429 Amber Lin: cause my meeting link will be occupied.
5 00:00:47.030 ⇒ 00:00:48.250 Awaish Kumar: Okay. I’ll do that.
6 00:00:48.660 ⇒ 00:00:50.089 Amber Lin: Okay, thank you.
7 00:00:52.760 ⇒ 00:00:55.979 Amber Lin: Oh, dear! Where is Robert?
8 00:00:56.240 ⇒ 00:00:57.050 Robert Tseng: I’m here.
9 00:00:57.430 ⇒ 00:00:59.550 Amber Lin: Oh, Hi, Robert, you’re here!
10 00:00:59.990 ⇒ 00:01:00.570 Robert Tseng: Yeah.
11 00:01:00.570 ⇒ 00:01:07.750 Amber Lin: Okay, we had a pretty good retro session. I think a lot of the items addressed will help
12 00:01:08.810 ⇒ 00:01:22.310 Amber Lin: will help define what we do at hand off as well defining a project management plan. A lot of it is like, how do we handle communications? Who does? What how do we make sure that.
13 00:01:24.530 ⇒ 00:01:32.939 Amber Lin: What is it? The team members have an idea of the projects that’s going on. I shared the screenshot of the retro in our channel.
14 00:01:35.650 ⇒ 00:01:36.320 Robert Tseng: Huh?
15 00:01:36.930 ⇒ 00:01:37.730 Robert Tseng: Okay.
16 00:01:38.180 ⇒ 00:01:38.850 Amber Lin: Yeah.
17 00:01:39.510 ⇒ 00:01:40.820 Amber Lin: So
18 00:01:43.030 ⇒ 00:01:50.060 Amber Lin: I had an idea of how I want this meeting to go. Do you have any items you want to bring up first? st
19 00:01:52.840 ⇒ 00:01:55.730 Robert Tseng: No, I think this is just whatever is helpful for you.
20 00:01:56.150 ⇒ 00:02:05.960 Amber Lin: Okay, so this is kind of the sequence. I want to go.
21 00:02:06.681 ⇒ 00:02:35.739 Amber Lin: I think I wanted to 1st set expectations for how we want this handoff to turn out, and then we can talk about internal teams and responsibilities. And I think we have a few things that we want to hand off since Bashev is also on. So you’re handing off your time. A way. She’s handing off some of his tasks, and I remember we mentioned that we want to reduce Annie’s and Demo on his hours, and I think we can talk about
22 00:02:36.220 ⇒ 00:02:42.650 Amber Lin: what the goals and the timelines are for high level for this handoff.
23 00:02:44.670 ⇒ 00:02:46.010 Robert Tseng: Sure.
24 00:02:47.210 ⇒ 00:02:59.340 Robert Tseng: I mean reducing. My time is the most pressing. So I guess there’s a lot of other moving pieces. But yeah, in. In 2 weeks I will spend less than 5 h on even I, just I will not be able to. Yeah.
25 00:02:59.600 ⇒ 00:03:08.800 Amber Lin: So 2 weeks from now, let me check what time that is. So that will be August 8.th
26 00:03:09.370 ⇒ 00:03:09.900 Robert Tseng: Yep.
27 00:03:10.590 ⇒ 00:03:14.010 Amber Lin: August 8, th okay?
28 00:03:14.230 ⇒ 00:03:19.730 Amber Lin: And currently, you are spending 10 to 15.
29 00:03:20.700 ⇒ 00:03:24.579 Robert Tseng: That’s being generous. Let’s just call it 50. Yeah, I mean, it’s like, yeah, 10 to 15.
30 00:03:25.190 ⇒ 00:03:25.900 Amber Lin: Okay?
31 00:03:26.620 ⇒ 00:03:33.800 Amber Lin: And then so if you want, are you aiming for less than 5 or less than 3? I don’t know if less than 3 is going to be possible.
32 00:03:33.800 ⇒ 00:03:35.300 Robert Tseng: No. No. 5, 5 is fine.
33 00:03:35.300 ⇒ 00:03:38.880 Amber Lin: Okay. What are you handing off to? Who.
34 00:03:41.810 ⇒ 00:03:50.180 Robert Tseng: So yeah, I think for amber we will do.
35 00:03:52.710 ⇒ 00:03:55.830 Amber Lin: Virtuals, communication.
36 00:03:55.830 ⇒ 00:04:06.769 Robert Tseng: Yeah, you’re gonna yeah. You’re gonna run, stand ups and then stand ups retros. Yeah, obviously, just anything. Anything. Pm, related.
37 00:04:13.960 ⇒ 00:04:17.709 Amber Lin: and communications updates.
38 00:04:19.390 ⇒ 00:04:21.860 Amber Lin: Stakeholder requests.
39 00:04:23.810 ⇒ 00:04:30.260 Robert Tseng: Yeah. So specifically like the Monday board, you’ll you’ll you’re gonna you’re gonna kind of bring that into.
40 00:04:32.780 ⇒ 00:04:33.339 Robert Tseng: Yeah, you’re.
41 00:04:33.340 ⇒ 00:04:33.750 Amber Lin: I mean.
42 00:04:33.750 ⇒ 00:04:37.089 Robert Tseng: Have to turn that into tickets pretty much.
43 00:04:38.920 ⇒ 00:04:39.640 Awaish Kumar: What I’ve got.
44 00:04:39.640 ⇒ 00:04:48.409 Robert Tseng: And yeah, I mean, you’re added to all of the analytics channels. Now, except for exec analytics.
45 00:04:50.270 ⇒ 00:04:52.229 Robert Tseng: Yeah, I’m not gonna add you to that yet.
46 00:04:52.500 ⇒ 00:04:59.390 Robert Tseng: So but I think just drafting like a weekly slack. And I do bi-weekly like
47 00:05:00.760 ⇒ 00:05:04.290 Robert Tseng: I’m supposed to update the deck bi-weekly for that. So.
48 00:05:05.168 ⇒ 00:05:09.559 Amber Lin: Yeah, I have these documented, I think
49 00:05:09.940 ⇒ 00:05:15.609 Amber Lin: something we need to do is for the rituals.
50 00:05:15.910 ⇒ 00:05:18.570 Amber Lin: could you transfer them to me
51 00:05:18.710 ⇒ 00:05:25.069 Amber Lin: because sometimes, because if you’re gonna hand them off sometimes you might not be there, and you might might be using your meeting room.
52 00:05:25.730 ⇒ 00:05:26.380 Robert Tseng: Yeah.
53 00:05:26.990 ⇒ 00:05:27.540 Amber Lin: Okay.
54 00:05:27.690 ⇒ 00:05:28.960 Robert Tseng: Okay.
55 00:05:38.770 ⇒ 00:05:44.169 Amber Lin: Yeah. And then what are you handing off to? Henry.
56 00:05:47.060 ⇒ 00:05:50.770 Robert Tseng: Henry is kind of
57 00:05:56.270 ⇒ 00:06:00.290 Robert Tseng: yeah, I mean, Henry’s gonna own, the relationship with marketing. So.
58 00:06:00.800 ⇒ 00:06:03.089 Robert Tseng: Like the main. That’s the 1st thing he needs to own.
59 00:06:03.450 ⇒ 00:06:06.080 Robert Tseng: Oh, marketing and product, really? So.
60 00:06:06.830 ⇒ 00:06:12.680 Robert Tseng: yeah, I mean, mk, analytics, product analytics, those those 2 channels like,
61 00:06:14.420 ⇒ 00:06:16.450 Robert Tseng: yeah, like he, he needs to be.
62 00:06:19.870 ⇒ 00:06:22.000 Robert Tseng: Kind of responsible for building out
63 00:06:23.250 ⇒ 00:06:29.049 Robert Tseng: the roadmap for those 2. For those 2 disciplines.
64 00:06:40.630 ⇒ 00:06:46.120 Amber Lin: yeah, will we be asking for essentially, will he be
65 00:06:46.240 ⇒ 00:06:53.649 Amber Lin: kind of like the project league or tech lead for other projects, other than product marketing and product? Is he able to
66 00:06:53.940 ⇒ 00:06:56.350 Amber Lin: give advice on that side.
67 00:06:57.950 ⇒ 00:06:59.619 Robert Tseng: Well, yeah, I mean he he!
68 00:07:02.450 ⇒ 00:07:12.420 Robert Tseng: I think he she needs to know all like he doesn’t know he’s never worked with Dbt before, so I think he struggled to understand how data modeling works. I think there needs to be like a
69 00:07:12.610 ⇒ 00:07:15.579 Robert Tseng: some training on his end to like, know?
70 00:07:16.130 ⇒ 00:07:22.410 Robert Tseng: I’ll like. I don’t think he understands our architecture very well. And he doesn’t know like why.
71 00:07:24.350 ⇒ 00:07:29.410 Robert Tseng: which sources like what’s a source of truth, for whatever type of question.
72 00:07:29.560 ⇒ 00:07:35.329 Robert Tseng: or whatever it’s like. I think there’s he. He’s not as technical as we.
73 00:07:35.800 ⇒ 00:07:38.809 Robert Tseng: We’re hoping, but I think he can. He can learn, but he just.
74 00:07:39.320 ⇒ 00:07:42.430 Robert Tseng: Needs to needs to be trained, probably through wish.
75 00:07:43.210 ⇒ 00:07:44.080 Amber Lin: I see.
76 00:07:44.080 ⇒ 00:07:50.779 Awaish Kumar: Like, oh, like, how we are like like looking to like the
77 00:07:50.930 ⇒ 00:07:57.740 Awaish Kumar: divide the responsibilities like previously we have discussed between the Pm. Tech meetings that, like Pm.
78 00:07:58.170 ⇒ 00:08:05.820 Awaish Kumar: For example, where he’s responsible for communication with client, maybe marketing product analytics teams
79 00:08:06.010 ⇒ 00:08:18.420 Awaish Kumar: and try to figure out client priorities and the the road web, like what are the main projects and milestones? Then take lead, comes in as a technical person builds the architecture and executes it.
80 00:08:18.630 ⇒ 00:08:26.880 Awaish Kumar: So here, as a family is he more looking for, like the things which I describe as a Pm. Which is
81 00:08:27.030 ⇒ 00:08:29.890 Awaish Kumar: working to figure out the roadmap
82 00:08:30.683 ⇒ 00:08:35.130 Awaish Kumar: like meets with product team marketing team understands their
83 00:08:35.280 ⇒ 00:08:44.530 Awaish Kumar: requirements and hems over the milestones to engineering. And these are things to execute right.
84 00:08:44.530 ⇒ 00:08:44.860 Robert Tseng: Yep.
85 00:08:44.860 ⇒ 00:08:45.450 Awaish Kumar: So.
86 00:08:46.590 ⇒ 00:08:48.469 Robert Tseng: Exactly. That’s that’s the rule.
87 00:08:49.040 ⇒ 00:08:54.669 Awaish Kumar: Yeah. But are we calling it a tech lead person, or is is more of a
88 00:08:55.380 ⇒ 00:09:07.310 Awaish Kumar: product product manager role. Right? He’s he’s owning the product and development, but not exactly technically implementing, executing the.
89 00:09:10.610 ⇒ 00:09:11.200 Robert Tseng: Yeah.
90 00:09:12.040 ⇒ 00:09:12.840 Awaish Kumar: The tickets.
91 00:09:13.060 ⇒ 00:09:13.730 Amber Lin: Okay.
92 00:09:13.980 ⇒ 00:09:16.280 Amber Lin: So we’ll say here that he’ll kind of.
93 00:09:16.280 ⇒ 00:09:23.920 Robert Tseng: That’s like engagement, lead, or whatever. But if you want to call him product leader, I don’t know. These. These terms are kind of ambiguous.
94 00:09:23.920 ⇒ 00:09:24.380 Amber Lin: Just.
95 00:09:24.380 ⇒ 00:09:24.710 Robert Tseng: So.
96 00:09:24.710 ⇒ 00:09:27.609 Amber Lin: It doesn’t doesn’t matter as long as I know. Like
97 00:09:28.020 ⇒ 00:09:30.320 Amber Lin: it will get handed over to a wish.
98 00:09:32.820 ⇒ 00:09:41.860 Amber Lin: Robert, do you take care of the. Do you currently do any of the Dbt and then defining architecture like that stuff? Do you do any of that currently.
99 00:09:42.280 ⇒ 00:09:46.919 Robert Tseng: I don’t do any maintenance, but I do contribute to models like I mean, I I think
100 00:09:47.810 ⇒ 00:09:54.290 Robert Tseng: he has the technical stuff to kind of Qa. Do stuff as well, but I don’t want him kind of like
101 00:09:54.680 ⇒ 00:10:00.859 Robert Tseng: the only ones that should be pushing. Pr, they’re really like double audio. So that’s kind of like.
102 00:10:01.040 ⇒ 00:10:04.720 Robert Tseng: yeah. But I think he should be able to do what I do badly.
103 00:10:05.385 ⇒ 00:10:06.569 Awaish Kumar: So, thank God!
104 00:10:07.470 ⇒ 00:10:11.970 Awaish Kumar: What’s Cdp implementation? Is it for Andrew or Henry.
105 00:10:12.730 ⇒ 00:10:21.825 Robert Tseng: Yeah, no, Henry Henry is is he’s gonna be the owner. So yeah, as far as like, tooling ownership. Yeah, he’s gonna be the owner of Cdp,
106 00:10:24.370 ⇒ 00:10:33.420 Robert Tseng: and yeah. Cdp mixed panel and customer. I/O like he, he needs to be the the product owner on our side for all 3 of us.
107 00:10:39.843 ⇒ 00:10:46.990 Amber Lin: okay, let’s talk about Andrew, then.
108 00:10:47.860 ⇒ 00:10:53.210 Robert Tseng: Andrew is more of a temporary role, I think. Yeah, Henry’s not like
109 00:10:53.360 ⇒ 00:10:58.512 Robert Tseng: he’s not able to set stuff up like I think that’s that’s the skill gap on our team, I think.
110 00:10:59.160 ⇒ 00:11:08.910 Robert Tseng: yeah. So Andrew will kind of be tapped here and there. I don’t want to him to spend too much time. He’s the most expensive person on this team, like we just had to get somebody in who can actually do this.
111 00:11:10.116 ⇒ 00:11:16.320 Robert Tseng: And yeah, I think he’s he’s just gonna assist with like,
112 00:11:20.240 ⇒ 00:11:24.009 Robert Tseng: data tracking and tagging pretty much like that’s that’s his.
113 00:11:24.010 ⇒ 00:11:24.430 Amber Lin: There’s more.
114 00:11:24.430 ⇒ 00:11:31.650 Robert Tseng: Making sure that systems are connected properly, and that he can, that that that is, actually
115 00:11:31.890 ⇒ 00:11:37.750 Robert Tseng: he. He can do the Qa. Work and provide best practices on like, how we, how we integrate in different systems.
116 00:11:40.440 ⇒ 00:11:42.369 Amber Lin: He’s working with the tools.
117 00:11:43.030 ⇒ 00:11:53.550 Robert Tseng: Yeah, so we can call him like a we can call him a solutions architect so like temporary solutions. Architect, I think Henry should be able to maintain once once he set set things up. But I don’t think.
118 00:11:53.740 ⇒ 00:11:54.990 Robert Tseng: yeah, that that’s where.
119 00:11:54.990 ⇒ 00:11:55.570 Amber Lin: Oh!
120 00:11:56.330 ⇒ 00:11:57.689 Robert Tseng: I don’t think he’s able to do it.
121 00:11:59.860 ⇒ 00:12:07.180 Amber Lin: Okay, sounds good. Andrew will be working with the same tools, that’s that we mentioned here.
122 00:12:07.180 ⇒ 00:12:13.239 Robert Tseng: Same tools. Yeah, where he’s making sure that other things can integrate into those tools.
123 00:12:25.430 ⇒ 00:12:33.500 Amber Lin: okay, so will this handoff successfully take your hours from 15 to 5.
124 00:12:34.490 ⇒ 00:12:35.100 Robert Tseng: Yeah.
125 00:12:36.770 ⇒ 00:12:42.060 Amber Lin: So I would be. Will you still attend planning retros and grooming.
126 00:12:43.167 ⇒ 00:12:53.890 Robert Tseng: I don’t think I will attend every day. I think Mondays I would. Mondays. I would try to attend. I would try to attend like 3 3 times a week, I would say. Monday, Wednesday, Friday.
127 00:12:55.090 ⇒ 00:12:56.919 Amber Lin: I think you can skip retros.
128 00:12:58.623 ⇒ 00:13:05.650 Amber Lin: I like like we’ll show you the results. You’ll see the you’ll see the weekly updates.
129 00:13:07.130 ⇒ 00:13:15.869 Awaish Kumar: Like planning is much more important, for over to grooming is just the the whatever tickets you plan, it’s more like adding more requirements into it.
130 00:13:16.570 ⇒ 00:13:23.379 Robert Tseng: Yeah. But then sometimes get stuff gets adjusted. So I feel like, I definitely need to be there in the middle of the week in case we need to like.
131 00:13:23.940 ⇒ 00:13:26.870 Robert Tseng: kill, or like, add anything.
132 00:13:28.360 ⇒ 00:13:29.110 Amber Lin: Okay,
133 00:13:31.650 ⇒ 00:13:40.889 Amber Lin: you can always feel free to do it, Async, where we can sync on it, because if we if we do it and stand up. Then we have to find another time to do. Stand up.
134 00:13:42.320 ⇒ 00:13:45.400 Robert Tseng: Yeah, I mean, it’s just like.
135 00:13:47.060 ⇒ 00:13:50.620 Robert Tseng: I mean, the you guys have seen the Eden.
136 00:13:50.940 ⇒ 00:13:55.840 Robert Tseng: Josh will just come in, and he will just say whatever he wants, so.
137 00:13:56.280 ⇒ 00:14:03.139 Robert Tseng: We? I don’t. I think it’s less about upholding these rituals like we have to kind of be flexible with them, like.
138 00:14:03.570 ⇒ 00:14:04.190 Robert Tseng: It’s
139 00:14:05.020 ⇒ 00:14:14.580 Robert Tseng: like that’s his 30 min every day to come in and chat with anybody on the team. So if he wants to come in and and like today, he just
140 00:14:14.730 ⇒ 00:14:21.350 Robert Tseng: was it today or no? Yesterday he just jumped in and he just talked about something
141 00:14:21.880 ⇒ 00:14:32.660 Robert Tseng: that was not really a data question. But like I, I had to, I had to point him in in some direction. So like, there’s gonna be moments like that.
142 00:14:32.660 ⇒ 00:14:36.710 Amber Lin: I see, should they be attending our stand up.
143 00:14:39.920 ⇒ 00:14:52.329 Robert Tseng: Well, if they don’t, then you have to set another time with them, which is just more time, like I I’d rather them interrupt. Stand up like one to 2 times a week than have another recurring on their calendar.
144 00:14:54.890 ⇒ 00:15:02.659 Amber Lin: I see, cause it cause, in in my view, if they don’t join our stand ups.
145 00:15:02.840 ⇒ 00:15:08.510 Amber Lin: they can either join planning or like a weekly demo.
146 00:15:09.070 ⇒ 00:15:11.549 Amber Lin: and then you don’t have to join standups.
147 00:15:11.800 ⇒ 00:15:18.349 Amber Lin: I’m just thinking about your time. If they don’t join, stand ups. You don’t have to join stand ups. It’s that’s what it seems like right now.
148 00:15:18.960 ⇒ 00:15:23.389 Robert Tseng: Yeah, well, I mean, I don’t know if I would.
149 00:15:24.020 ⇒ 00:15:28.159 Robert Tseng: I I feel like I will just want to, because
150 00:15:30.020 ⇒ 00:15:32.940 Robert Tseng: I mean, I’m just speaking from.
151 00:15:33.450 ⇒ 00:15:39.890 Robert Tseng: I have been like last week of travel, and then maybe, like I don’t know. A few months ago I was off for a week
152 00:15:40.080 ⇒ 00:15:46.659 Robert Tseng: like there was like no communication from our team. And so, like, I, I don’t really
153 00:15:47.020 ⇒ 00:15:52.029 Robert Tseng: feel comfortable, not showing up and having something to say, because,
154 00:15:53.660 ⇒ 00:15:58.809 Robert Tseng: yeah, like our our team didn’t send any slack messages to the client last week, like it was still me communicating.
155 00:15:59.220 ⇒ 00:16:00.060 Amber Lin: I see.
156 00:16:00.060 ⇒ 00:16:07.520 Robert Tseng: I got that I feel like that’s what that’s what goes when I’m not, when I’m not there. Then, like nobody proactively talks to the client like, I think that’s that’s.
157 00:16:07.520 ⇒ 00:16:08.000 Amber Lin: I see.
158 00:16:08.000 ⇒ 00:16:10.710 Robert Tseng: That’s why I’m that’s why I’m usually there.
159 00:16:11.060 ⇒ 00:16:17.499 Amber Lin: I see, I think if we address that issue I think you’ll calm your worries a bit.
160 00:16:18.700 ⇒ 00:16:26.810 Robert Tseng: Yeah, because if no one, if the if the client doesn’t hear from me, then I get all the Dms. Nobody dms like our team, because I kind of try to keep keep that
161 00:16:27.162 ⇒ 00:16:36.630 Robert Tseng: and if I get the Dms like, then that just that takes even more time than me letting them come to stand up and me talking, because I have to answer like 3 to 5 people at a time.
162 00:16:36.950 ⇒ 00:16:41.480 Robert Tseng: And that’s the that’s why my my time fluctuates from 10 to 15 h. So much of that.
163 00:16:41.480 ⇒ 00:16:41.909 Amber Lin: It’s just.
164 00:16:41.910 ⇒ 00:16:42.890 Robert Tseng: Communication.
165 00:16:45.500 ⇒ 00:16:46.480 Amber Lin: I see.
166 00:16:47.220 ⇒ 00:16:50.800 Amber Lin: Okay.
167 00:16:51.590 ⇒ 00:16:59.070 Amber Lin: then how are you gonna take your hours on to 5, if you’re, gonna still join all these meetings.
168 00:17:00.460 ⇒ 00:17:04.172 Robert Tseng: Well, I mean, I think, stand up and
169 00:17:05.619 ⇒ 00:17:13.720 Robert Tseng: planning like that’s that’s like an hour. So I think that’s like 30 min each that’s like 1 HA week, and then beyond that, like.
170 00:17:14.150 ⇒ 00:17:14.740 Robert Tseng: I.
171 00:17:14.740 ⇒ 00:17:15.190 Amber Lin: Or.
172 00:17:15.190 ⇒ 00:17:16.099 Robert Tseng: Kind of have to.
173 00:17:18.130 ⇒ 00:17:23.248 Amber Lin: I mean, I I’m looking at our current stand ups. Our current stand ups are 30 min.
174 00:17:23.550 ⇒ 00:17:29.099 Robert Tseng: But I’m not joining all of them doing like Monday, plus one more probably like Monday, Wednesday, or something.
175 00:17:29.100 ⇒ 00:17:31.090 Amber Lin: Okay, okay, that sounds good. Yeah.
176 00:17:31.250 ⇒ 00:17:37.449 Amber Lin: So you’ll join you should probably tell Josh that you’re just joining Monday, Wednesday.
177 00:17:43.580 ⇒ 00:17:47.380 Robert Tseng: Yeah, I mean, I’m not. I’m not gonna say anything until we actually switch over to that.
178 00:17:47.380 ⇒ 00:17:52.550 Amber Lin: Oh, totally join meetings.
179 00:17:53.680 ⇒ 00:17:57.400 Amber Lin: Monday, which is some planning.
180 00:17:57.930 ⇒ 00:18:00.260 Amber Lin: And Wednesday stand up.
181 00:18:02.830 ⇒ 00:18:06.830 Amber Lin: Okay, that’s good.
182 00:18:07.540 ⇒ 00:18:13.800 Amber Lin: So that will take out like.
183 00:18:16.430 ⇒ 00:18:20.819 Amber Lin: And now about 2 h each week.
184 00:18:23.040 ⇒ 00:18:23.640 Robert Tseng: Yeah.
185 00:18:24.450 ⇒ 00:18:26.990 Amber Lin: Does the other parts?
186 00:18:28.580 ⇒ 00:18:32.069 Amber Lin: Does Henry, taking over help reduce your hours?
187 00:18:33.530 ⇒ 00:18:34.370 Amber Lin: And how much.
188 00:18:35.750 ⇒ 00:18:42.360 Robert Tseng: Yeah. Well, I mean, like, just, for example, the the Cdp work like
189 00:18:42.930 ⇒ 00:18:55.009 Robert Tseng: I took me 5 h to build that roadmap and kind of kick things off, handed it to him. He took over the communications with all the vendors, and he went after the stakeholders, gather some requirements.
190 00:18:55.612 ⇒ 00:18:59.819 Robert Tseng: And then he had, like a couple of meetings with me to kind of get it all done so
191 00:19:00.020 ⇒ 00:19:06.179 Robert Tseng: rather than me, doing all of that, and taking 15 h like it took me 5. So like I.
192 00:19:06.180 ⇒ 00:19:06.570 Amber Lin: Keep it.
193 00:19:06.570 ⇒ 00:19:09.699 Robert Tseng: That’s that’s how I see it like I will
194 00:19:09.860 ⇒ 00:19:14.010 Robert Tseng: like Henry should be able to kind of just
195 00:19:14.370 ⇒ 00:19:22.390 Robert Tseng: execute on. I mean, these are all very cross functional projects, like, I think, but I think he’s able to execute on that
196 00:19:27.450 ⇒ 00:19:29.360 Amber Lin: Okay, yeah. And then.
197 00:19:30.150 ⇒ 00:19:31.400 Robert Tseng: For.
198 00:19:35.900 ⇒ 00:19:43.090 Robert Tseng: and the and marketing and marketing is the our biggest stakeholder like this at the end of the day. That’s
199 00:19:44.250 ⇒ 00:19:47.449 Robert Tseng: they’re Eden is a marketing company. So.
200 00:19:47.784 ⇒ 00:19:47.989 Amber Lin: No.
201 00:19:47.990 ⇒ 00:19:51.860 Robert Tseng: The the work that comes up there is always going to be the highest priority.
202 00:19:54.580 ⇒ 00:19:55.340 Robert Tseng: Yeah.
203 00:20:00.870 ⇒ 00:20:08.689 Robert Tseng: but it’s also one that we haven’t like. I’m not able to spend enough time with them. So I mean, Henry has.
204 00:20:09.150 ⇒ 00:20:15.320 Robert Tseng: Yeah, Henry, should be, which I kind of already mentioned in the marketing analytics channel. But I think.
205 00:20:15.640 ⇒ 00:20:20.770 Robert Tseng: Want him to just be a close partner to the Cmo.
206 00:20:22.270 ⇒ 00:20:22.820 Robert Tseng: Yeah.
207 00:20:23.360 ⇒ 00:20:24.020 Amber Lin: Okay.
208 00:20:24.210 ⇒ 00:20:31.830 Amber Lin: Sounds good. Well, we have one sprint to test that out. I think, in terms of expectations. I think
209 00:20:32.860 ⇒ 00:20:39.736 Amber Lin: I will. I will try my best to keep performance and communications.
210 00:20:40.780 ⇒ 00:20:44.189 Amber Lin: Communications will improve, I think, and then
211 00:20:44.800 ⇒ 00:20:48.749 Amber Lin: I’ll try to keep performance the same. But it might take a slight dip.
212 00:20:49.400 ⇒ 00:21:05.050 Amber Lin: because I just don’t. I just don’t not have the same knowledge as you do. I don’t know if we’re going to directly achieve the 5 h. But I think you had a hard cap after the 2 weeks. You’re probably just gonna be too busy. So
213 00:21:06.970 ⇒ 00:21:14.160 Amber Lin: it’s not enough time to perfectly hand off and have the same performance. I just want to set that expectation.
214 00:21:15.250 ⇒ 00:21:19.840 Robert Tseng: Yeah, I I know. I think I just feel like I have to set a
215 00:21:20.220 ⇒ 00:21:23.999 Robert Tseng: a time where I just dial it back. Otherwise, like.
216 00:21:25.550 ⇒ 00:21:29.899 Amber Lin: Yeah, I agree, you’ll dial dial it back and then performance will
217 00:21:30.370 ⇒ 00:21:33.110 Amber Lin: get better like, if you never leave
218 00:21:33.210 ⇒ 00:21:36.589 Amber Lin: the kids will never grow up. That’s just how it is.
219 00:21:37.010 ⇒ 00:21:37.790 Robert Tseng: Yeah.
220 00:21:37.790 ⇒ 00:21:52.349 Amber Lin: Okay, I want to spend a little bit of time talking about wishes. Handoff, since is already here. I think this is kind of a pressing issue. What are we handing off? How much are we handing off in terms of hours?
221 00:21:53.220 ⇒ 00:21:56.279 Amber Lin: And when it’s that time handoff complete.
222 00:21:59.040 ⇒ 00:22:00.170 Awaish Kumar: Is it for me.
223 00:22:00.390 ⇒ 00:22:01.409 Amber Lin: Yeah, for you.
224 00:22:02.710 ⇒ 00:22:10.799 Awaish Kumar: Yeah, it’s like, like, pretty much all the analytics, what implementation work is.
225 00:22:11.210 ⇒ 00:22:12.850 Awaish Kumar: We are going to hand it over
226 00:22:13.110 ⇒ 00:22:16.312 Awaish Kumar: only the like the architecture, and like
227 00:22:17.460 ⇒ 00:22:20.509 Awaish Kumar: Things like that like, that’s that’s what I’m going to cover
228 00:22:21.490 ⇒ 00:22:29.309 Awaish Kumar: and join the like planning meeting grooming. And then the data engineering work. Maybe
229 00:22:29.460 ⇒ 00:22:35.510 Awaish Kumar: I’m I’m not sure like maybe we hand it over after some time.
230 00:22:37.155 ⇒ 00:22:43.440 Awaish Kumar: Like that, we have some tools for differentiation. And then some scripts in Dexter.
231 00:22:44.020 ⇒ 00:22:48.639 Awaish Kumar: So actually but we eventually also had all that.
232 00:22:50.721 ⇒ 00:22:58.160 Amber Lin: I see, when are when is this 1st one gonna be handed off.
233 00:23:01.720 ⇒ 00:23:10.690 Awaish Kumar: Yeah, like it, like, we can start anytime. What’s up like?
234 00:23:10.970 ⇒ 00:23:14.509 Awaish Kumar: I’m not sure how long it’s going to take him to
235 00:23:15.580 ⇒ 00:23:19.550 Awaish Kumar: like, get full understanding of the project.
236 00:23:20.470 ⇒ 00:23:24.550 Awaish Kumar: Maybe. Yeah, maybe 2 weeks, I think.
237 00:23:24.880 ⇒ 00:23:28.119 Awaish Kumar: should be good right to wrap, wrap up everything.
238 00:23:28.600 ⇒ 00:23:32.179 Amber Lin: Okay, so aim for the same date.
239 00:23:33.456 ⇒ 00:23:37.389 Amber Lin: Have you had like a onboarding call with him.
240 00:23:38.320 ⇒ 00:23:39.929 Awaish Kumar: Not yet like.
241 00:23:39.930 ⇒ 00:23:40.590 Amber Lin: Okay.
242 00:23:40.590 ⇒ 00:23:42.470 Awaish Kumar: I didn’t know even he’s joining. He just.
243 00:23:42.898 ⇒ 00:23:49.000 Amber Lin: Yeah, I didn’t know at all. Add him to amber.
244 00:23:49.250 ⇒ 00:23:49.690 Uttam Kumaran: I guess.
245 00:23:49.690 ⇒ 00:23:50.450 Amber Lin: Gosh!
246 00:23:50.680 ⇒ 00:23:51.630 Amber Lin: Hi.
247 00:23:51.820 ⇒ 00:23:53.170 Awaish Kumar: To.
248 00:23:54.320 ⇒ 00:24:00.620 Amber Lin: Oh, Utah, checking, I’m checking. If Ashf have has all his stuff set up yet.
249 00:24:01.460 ⇒ 00:24:03.990 Amber Lin: add him to the rituals. Okay? So.
250 00:24:03.990 ⇒ 00:24:04.540 Uttam Kumaran: Yes.
251 00:24:05.430 ⇒ 00:24:11.229 Amber Lin: To add rest after Eden rituals and projects.
252 00:24:12.870 ⇒ 00:24:17.150 Amber Lin: I think a wish you might need to give him access to stuff.
253 00:24:19.230 ⇒ 00:24:21.350 Awaish Kumar: I’m figuring it out.
254 00:24:22.180 ⇒ 00:24:33.120 Amber Lin: Okay, and then think, in 2 weeks, probably at the end of next sprint.
255 00:24:33.290 ⇒ 00:24:36.680 Amber Lin: we can look at how the handoff is going.
256 00:24:41.560 ⇒ 00:24:44.949 Amber Lin: And then, when we’re going to hand over the de work.
257 00:24:45.570 ⇒ 00:24:45.920 Awaish Kumar: Right, then.
258 00:24:46.410 ⇒ 00:24:47.040 Awaish Kumar: Okay.
259 00:24:47.470 ⇒ 00:24:56.560 Amber Lin: Okay progress and discuss when to hit then
260 00:24:59.350 ⇒ 00:25:02.580 Amber Lin: and then, Robert, I guess for us we should have
261 00:25:03.240 ⇒ 00:25:11.360 Amber Lin: checkpoint midweek sorry mid spring. So next Friday, and then on August 8, th as well.
262 00:25:11.760 ⇒ 00:25:12.350 Robert Tseng: Yeah.
263 00:25:12.690 ⇒ 00:25:13.370 Amber Lin: Okay.
264 00:25:17.114 ⇒ 00:25:23.409 Amber Lin: Checkpoint mid sprint back point and shred.
265 00:25:23.740 ⇒ 00:25:24.335 Amber Lin: Okay.
266 00:25:25.220 ⇒ 00:25:26.490 Amber Lin: Sounds good.
267 00:25:29.340 ⇒ 00:25:30.980 Uttam Kumaran: Pull this up on my side, too. Sorry, and I’ll catch up.
268 00:25:30.980 ⇒ 00:25:39.850 Amber Lin: Okay, we’re just at the end bottom of this. This document meeting.
269 00:25:42.600 ⇒ 00:25:43.320 Amber Lin: Okay?
270 00:25:43.980 ⇒ 00:25:45.100 Amber Lin: Sounds good.
271 00:25:48.400 ⇒ 00:25:49.350 Amber Lin: That.
272 00:25:51.053 ⇒ 00:26:05.960 Amber Lin: Okay. I think we’re almost done with the internal stakeholders. Just wanna talk about Annie and Dunlotte’s time. I know, Robert you mentioned. You want to reduce their time. What is that? What does that mean? What will they be covering.
273 00:26:08.295 ⇒ 00:26:14.350 Robert Tseng: Yeah, I don’t know about. But that’s not a priority to me.
274 00:26:14.350 ⇒ 00:26:19.490 Robert Tseng: So Annie’s time, yeah, I mean Annie’s time, like.
275 00:26:21.220 ⇒ 00:26:30.270 Robert Tseng: I just I mean, we can look at allocations. But like, I’m curious like how much time she spent the past like 2 weeks like, I don’t think I really.
276 00:26:30.520 ⇒ 00:26:30.980 Amber Lin: Okay.
277 00:26:32.010 ⇒ 00:26:35.829 Robert Tseng: Yeah, I don’t. I mean, I don’t think she.
278 00:26:37.090 ⇒ 00:26:47.820 Robert Tseng: If she’s supposed to be doing 20 h like I would guess that what she. The load that she had this past 2 weeks was like 5 to 10 h, honestly, but, like I I don’t, I mean I don’t. I? Just
279 00:26:48.210 ⇒ 00:26:49.880 Robert Tseng: as far as her.
280 00:26:50.800 ⇒ 00:26:55.480 Robert Tseng: I I just don’t think we’re necessarily utilizing her across
281 00:26:55.930 ⇒ 00:27:06.320 Robert Tseng: the the team that much like there’s not that much net new tableau work to do, and then it’s just like tableau maintenance, adding like a table or a chart here and there, so.
282 00:27:06.320 ⇒ 00:27:06.660 Amber Lin: Yeah.
283 00:27:07.700 ⇒ 00:27:10.899 Robert Tseng: Yeah, I mean, I did have her do like a
284 00:27:11.350 ⇒ 00:27:16.610 Robert Tseng: 2 week projects of like L. Predicted Ltv, I mean, I.
285 00:27:17.870 ⇒ 00:27:32.230 Robert Tseng: I don’t feel like much progress has been made. I haven’t heard anything from it, and it’s been 2 weeks. So like, yeah, I I kind of don’t wanna bank on her potential to like be a data scientist if she’s not able to put out anything.
286 00:27:32.530 ⇒ 00:27:39.040 Robert Tseng: I mean, I 1st handed off the predicted Ltv. Project to her after beau like left, which was.
287 00:27:39.040 ⇒ 00:27:39.400 Amber Lin: Hi.
288 00:27:39.400 ⇒ 00:27:40.719 Robert Tseng: 3 months ago, so.
289 00:27:40.720 ⇒ 00:27:41.130 Amber Lin: Why?
290 00:27:41.130 ⇒ 00:27:41.450 Robert Tseng: Just.
291 00:27:41.450 ⇒ 00:27:41.810 Amber Lin: Okay.
292 00:27:41.810 ⇒ 00:27:56.079 Robert Tseng: She’s always telling me she doesn’t have enough time to like kind of tackle those things, but like I don’t, I don’t really see it so I I would. I would even just cut her time in half, and just see if her output even changes like I don’t really think it would change.
293 00:27:56.500 ⇒ 00:27:57.270 Amber Lin: Okay?
294 00:28:00.710 ⇒ 00:28:07.709 Amber Lin: yeah. I just checked clock. If I this is her out last week. This week is around 2020 h each week.
295 00:28:09.320 ⇒ 00:28:10.729 Robert Tseng: Yeah, right? Yeah, well.
296 00:28:10.730 ⇒ 00:28:17.600 Amber Lin: Yeah, okay, consider cutting and limiting hours.
297 00:28:19.370 ⇒ 00:28:20.159 Amber Lin: Or if you’re.
298 00:28:20.160 ⇒ 00:28:27.950 Robert Tseng: I don’t think that’s that’s not urgently gonna happen either, because, we’re I can’t have her.
299 00:28:28.430 ⇒ 00:28:38.550 Robert Tseng: I mean, she’s the only analyst. So I. We do need to bring in somebody else that can basically take on her load. And I’ll get a better sense of like what we can distribute.
300 00:28:41.370 ⇒ 00:28:45.629 Robert Tseng: I think some of her work will go to Henry. Like, I’m not.
301 00:28:46.850 ⇒ 00:28:54.120 Robert Tseng: Yeah. I think. Yeah. Some of that will end up going to Henry. And then I think if we bring in another analyst like that’ll like we’ll, we’ll have to just
302 00:28:54.270 ⇒ 00:28:55.299 Robert Tseng: stay from there.
303 00:28:55.700 ⇒ 00:28:58.679 Amber Lin: Okay, sounds good. So non urgent.
304 00:28:59.240 ⇒ 00:29:00.350 Robert Tseng: Alright!
305 00:29:03.980 ⇒ 00:29:20.839 Amber Lin: I cause I’m still relatively new. I just wanna make sure that I know what our engagement goal is. I know we’re we have a roadmap for them. And we’re also their internal data team. I just wanna write down like overall the goal of
306 00:29:21.180 ⇒ 00:29:27.340 Amber Lin: why, we’re even working with Eden. I just want to make sure that that goes through every engagement I have.
307 00:29:30.151 ⇒ 00:29:33.688 Robert Tseng: Yeah, if you look at the data strategy, Doc, I think,
308 00:29:34.710 ⇒ 00:29:40.180 Robert Tseng: I update the I have, I set Okrs with them as well, so you can kind of oh.
309 00:29:40.180 ⇒ 00:29:41.400 Robert Tseng: see what those are.
310 00:29:41.887 ⇒ 00:29:44.690 Amber Lin: Let me open change. Probably every every.
311 00:29:44.690 ⇒ 00:29:45.710 Robert Tseng: Order, but.
312 00:29:46.120 ⇒ 00:29:50.299 Amber Lin: Oh, you mean the the deck, the slide deck?
313 00:29:50.500 ⇒ 00:29:51.510 Amber Lin: Oh, okay.
314 00:29:52.775 ⇒ 00:29:57.020 Amber Lin: Asian data strategy.
315 00:29:58.250 ⇒ 00:29:59.630 Amber Lin: Oh, okay.
316 00:30:00.340 ⇒ 00:30:01.230 Amber Lin: Great.
317 00:30:02.020 ⇒ 00:30:05.549 Amber Lin: Alright. That’s that’s what I need.
318 00:30:08.270 ⇒ 00:30:15.179 Robert Tseng: Yeah, really, the 1st 5 slides. Those are the ones that need to be updated every 2 weeks, like, because that’s what Josh looks at, and
319 00:30:15.350 ⇒ 00:30:17.620 Robert Tseng: when he’s talking to
320 00:30:17.770 ⇒ 00:30:24.749 Robert Tseng: the other execs, or he’s talking to the board about like what their data team is doing like this is he always references these.
321 00:30:25.860 ⇒ 00:30:30.570 Robert Tseng: but I haven’t touched these in like a month, so they’re all kind of outdated in terms of like timing.
322 00:30:35.660 ⇒ 00:30:36.730 Amber Lin: I see.
323 00:30:38.300 ⇒ 00:30:40.180 Amber Lin: Okay, Mr.
324 00:30:41.050 ⇒ 00:30:45.280 Amber Lin: Segment, where is that?
325 00:30:46.060 ⇒ 00:30:49.609 Amber Lin: Okay, Gotcha, I’ll go read those in more detail.
326 00:30:52.650 ⇒ 00:30:53.730 Amber Lin: Okay.
327 00:30:55.770 ⇒ 00:31:00.090 Amber Lin: We talked about ritual rituals, and
328 00:31:00.500 ⇒ 00:31:13.110 Amber Lin: let’s be here. I know we talked about. There’s marketing. I know there’s finance. There’s customer experience. I just wanna make sure I get all the different departments
329 00:31:14.360 ⇒ 00:31:16.299 Amber Lin: or kind of focus areas.
330 00:31:17.100 ⇒ 00:31:17.860 Robert Tseng: Yeah.
331 00:31:21.210 ⇒ 00:31:22.769 Robert Tseng: What is your dot called.
332 00:31:24.323 ⇒ 00:31:27.309 Amber Lin: This is called Eden project Management plan. Yes.
333 00:31:27.800 ⇒ 00:31:30.009 Robert Tseng: I’m just gonna make some changes on it.
334 00:31:31.330 ⇒ 00:31:32.910 Robert Tseng: Oh.
335 00:31:51.410 ⇒ 00:31:55.310 Robert Tseng: yeah, I mean, I would say, these are like the main apartments.
336 00:31:55.460 ⇒ 00:32:00.710 Robert Tseng: I also have this. Look at.
337 00:32:02.370 ⇒ 00:32:03.449 Robert Tseng: Let’s see.
338 00:32:08.970 ⇒ 00:32:10.920 Robert Tseng: Nope, that one
339 00:32:25.200 ⇒ 00:32:27.039 Robert Tseng: Internet very cool.
340 00:32:29.260 ⇒ 00:32:30.470 Robert Tseng: Oh.
341 00:32:33.920 ⇒ 00:32:40.680 Robert Tseng: yeah, option. It’s programming in the.
342 00:32:45.840 ⇒ 00:32:46.800 Robert Tseng: It’s okay.
343 00:32:48.420 ⇒ 00:32:50.010 Robert Tseng: Except, I mean.
344 00:32:53.220 ⇒ 00:32:55.719 Robert Tseng: I have a figma where I mapped all of this stuff out.
345 00:32:56.057 ⇒ 00:33:00.110 Amber Lin: Just link the figma. I will go look at it as well.
346 00:33:00.110 ⇒ 00:33:07.080 Robert Tseng: Probably in the notion. Yeah, I’m gonna I’m just looking at the Eden notion like I feel like I add a bunch of stuff here. So.
347 00:33:07.080 ⇒ 00:33:08.080 Amber Lin: Yeah, okay.
348 00:33:13.070 ⇒ 00:33:15.830 Robert Tseng: Yeah, it’s called Eden data scope and budgets.
349 00:33:35.200 ⇒ 00:33:37.990 Robert Tseng: Yeah, it’s on the left. It says, unit data scope and budget.
350 00:33:38.120 ⇒ 00:33:39.829 Robert Tseng: But I also linked it in the chat.
351 00:33:41.130 ⇒ 00:33:47.139 Amber Lin: Okay, I am not finding it. I’ll go look at the chat.
352 00:33:48.580 ⇒ 00:33:52.990 Amber Lin: Okay, right?
353 00:34:05.980 ⇒ 00:34:06.750 Amber Lin: Oh, wow!
354 00:34:07.100 ⇒ 00:34:09.549 Robert Tseng: I need to give you edit access.
355 00:34:28.530 ⇒ 00:34:31.020 Robert Tseng: yeah. So if I can just share my screen, I’ll just.
356 00:34:31.020 ⇒ 00:34:31.810 Amber Lin: Yeah. Totally.
357 00:34:31.810 ⇒ 00:34:35.179 Robert Tseng: Gonna I’ll walk you through this.
358 00:34:37.750 ⇒ 00:34:45.749 Robert Tseng: yeah, this is before we have linear or anything I literally just like, had this Gantt chart. And I was just changing this every time we worked on something new. I would just.
359 00:34:45.750 ⇒ 00:34:46.190 Amber Lin: Wow!
360 00:34:46.199 ⇒ 00:34:50.539 Robert Tseng: And every department mapped out here, and I would just move these bars around to let them know.
361 00:34:50.690 ⇒ 00:34:53.620 Amber Lin: I honestly think that looks so much nicer.
362 00:34:53.730 ⇒ 00:34:56.700 Amber Lin: If I I feel like that, would
363 00:34:58.150 ⇒ 00:35:00.840 Amber Lin: be a nicer view in the presentation.
364 00:35:02.650 ⇒ 00:35:04.089 Robert Tseng: Yeah. So that just gave him like a view.
365 00:35:04.090 ⇒ 00:35:08.310 Uttam Kumaran: I also I also generated some like slide slides.
366 00:35:08.310 ⇒ 00:35:09.739 Amber Lin: Yeah, I saw.
367 00:35:09.740 ⇒ 00:35:10.480 Uttam Kumaran: All of our.
368 00:35:10.650 ⇒ 00:35:13.780 Uttam Kumaran: So you could probably take this, create 2 slides.
369 00:35:14.020 ⇒ 00:35:19.420 Uttam Kumaran: one for the top, half one for the bottom half, and probably present this.
370 00:35:20.000 ⇒ 00:35:23.110 Uttam Kumaran: or or just rip this straight in. Fig jam. Yeah.
371 00:35:25.670 ⇒ 00:35:34.609 Robert Tseng: Yeah, I mean, ideally, I would have us. I would update my slide deck kind of every 2 weeks with just like an update on this. Obviously, these months are the timelines kind of out of order at this point. But
372 00:35:34.820 ⇒ 00:35:40.140 Robert Tseng: there’s that. And then Bhutan kind of led like this discussion with the team on like
373 00:35:40.840 ⇒ 00:35:44.600 Robert Tseng: kind of all the different. I mean, we haven’t done this exercise in a while.
374 00:35:45.070 ⇒ 00:35:46.349 Robert Tseng: but just kind of this prior.
375 00:35:46.350 ⇒ 00:35:46.890 Amber Lin: Position.
376 00:35:46.890 ⇒ 00:35:47.999 Robert Tseng: Matrix, on, like.
377 00:35:48.710 ⇒ 00:35:52.620 Robert Tseng: Kind of conceptually. What are the different capabilities we wanted to achieve?
378 00:35:54.610 ⇒ 00:35:58.730 Robert Tseng: yeah, I think this was just a template that I kind of built off of to create the data. Gantt.
379 00:36:01.340 ⇒ 00:36:08.600 Robert Tseng: yeah, this was how I was evaluating budget with them before which we don’t do this anymore. So you can ignore that, but at least you could see
380 00:36:10.380 ⇒ 00:36:16.349 Robert Tseng: I don’t know, like maybe I don’t know if that’s helpful for you at this point. I think
381 00:36:16.780 ⇒ 00:36:20.769 Robert Tseng: this value chain analysis. I was trying to communicate different like
382 00:36:21.240 ⇒ 00:36:24.449 Robert Tseng: levels to data work that we do.
383 00:36:24.912 ⇒ 00:36:34.509 Robert Tseng: And this was just really good. It was just good scripting for me to like talk a little early on in the engagement, where they didn’t really even know what they were investing in
384 00:36:34.970 ⇒ 00:36:38.870 Robert Tseng: like which I’m and I went through this exercise to talk through like.
385 00:36:39.080 ⇒ 00:36:50.520 Robert Tseng: okay, we need to have some infrastructure in place. And then these are like modeling kind of related things that we need to do before we can hit the data visualization, which is kind of what they were only talking about.
386 00:36:51.010 ⇒ 00:37:13.930 Robert Tseng: This racy matrix. I don’t think anybody necessarily like follows this to a T. But I had thought about like, Okay, what are all the different responsibilities for the data team? Who are the stakeholders that we consult? Who was responsible at the at the end of the day for it. And this is just to kind of give us a sense of like from an accountability perspective like
387 00:37:14.140 ⇒ 00:37:20.550 Robert Tseng: who owns who owns what? Obviously, we’re the ones that are actioning or responsible.
388 00:37:20.550 ⇒ 00:37:20.870 Amber Lin: Offer.
389 00:37:20.870 ⇒ 00:37:28.139 Robert Tseng: Most of these. But we’re not. We should not be the only one responsible, like, I think, for most of these things.
390 00:37:28.410 ⇒ 00:37:35.340 Robert Tseng: So like, yeah, anyway, this might be helpful for you to think about like, how
391 00:37:35.917 ⇒ 00:37:40.810 Robert Tseng: data partners with all these different departments? When we’re talking about
392 00:37:41.180 ⇒ 00:37:50.510 Robert Tseng: these types of responsibilities. And then this is the architecture diagram that a wish maintains. I don’t think it’s been updated recently.
393 00:37:51.166 ⇒ 00:37:54.420 Robert Tseng: Oh, there it is that looks more updated.
394 00:37:55.050 ⇒ 00:38:00.879 Robert Tseng: Yeah. So I don’t think we usually get any questions about this. But this is
395 00:38:01.090 ⇒ 00:38:05.190 Robert Tseng: kind of just the overall, like planning figma that we were
396 00:38:05.470 ⇒ 00:38:07.503 Robert Tseng: that I was using before
397 00:38:08.980 ⇒ 00:38:09.550 Robert Tseng: Yeah.
398 00:38:10.250 ⇒ 00:38:14.979 Amber Lin: Okay, that’s really great. The basic was very helpful. So I
399 00:38:15.470 ⇒ 00:38:21.129 Amber Lin: I will take a closer look at it, because I need to read each one and understand what it is.
400 00:38:21.590 ⇒ 00:38:24.369 Amber Lin: That was very helpful.
401 00:38:25.203 ⇒ 00:38:31.979 Robert Tseng: Let’s see and then, while we’re on this notion page, so like.
402 00:38:32.550 ⇒ 00:38:38.290 Robert Tseng: yeah, there’s a lot of artifacts here so like something that eventually I think you could own strategically.
403 00:38:40.370 ⇒ 00:38:46.250 Robert Tseng: beyond the deck is like they don’t even have like a weekly business review kind of like.
404 00:38:46.440 ⇒ 00:38:50.029 Robert Tseng: I mean, I’m not saying, I want to build out this type of spreadsheet, but like
405 00:38:50.260 ⇒ 00:38:54.700 Robert Tseng: I would like us to be able to eventually.
406 00:38:54.860 ⇒ 00:38:58.114 Robert Tseng: Maybe it’s not on a weekly basis, maybe at least monthly.
407 00:38:59.170 ⇒ 00:39:06.979 Robert Tseng: Like we show all the different activities we’re impact. I mean, I would probably would. I would want the time. I would want to buy back time to work on stuff like this, where.
408 00:39:07.500 ⇒ 00:39:10.669 Robert Tseng: I have like a clear presentation of, like
409 00:39:10.820 ⇒ 00:39:26.740 Robert Tseng: the main metrics that we’re helping measure for across departments. Kind of how those metrics are moving up or down, and then I can speak to like, hey, when we worked on the Cdp migration and moved new data to customer. I/O
410 00:39:27.094 ⇒ 00:39:47.849 Robert Tseng: your repurchase rates were at 70%. Now, 2 weeks, 4 weeks later, they’re at 75% and continuing to increase our like, our work clearly impacted this metric. I want, you know, we we need we should be paid more for that. So like I, I want to be able to like negotiate outcomes with them, and how that impacts like our.
411 00:39:47.850 ⇒ 00:39:48.460 Amber Lin: Oh!
412 00:39:48.460 ⇒ 00:39:49.909 Robert Tseng: Our revenue, which
413 00:39:50.060 ⇒ 00:39:55.949 Robert Tseng: it’s it’s gonna be a bit of a paradigm shift, but that that’s when I’ll be able to pass on.
414 00:39:55.950 ⇒ 00:39:56.450 Amber Lin: Okay.
415 00:39:56.450 ⇒ 00:39:57.970 Robert Tseng: More of those like
416 00:39:58.660 ⇒ 00:40:24.670 Robert Tseng: more of the money that we get from them to the team, because that’ll incentivize the team, hey? If we do great work, and it moves metrics then, like I can actually like, pass on like the like, the like bonuses pretty much to our team, which is what I’ve always wanted to do rather than working from this like, okay, Eden gives me a fixed budget, and I just have to figure out how to allocate it, because then it’s always 0 sum like nobody. Really.
417 00:40:25.150 ⇒ 00:40:28.660 Robert Tseng: I mean, I can win more for the team, but it doesn’t necessarily
418 00:40:28.780 ⇒ 00:40:33.220 Robert Tseng: get passed on to people as individual bonuses, or whatever.
419 00:40:33.220 ⇒ 00:40:33.980 Amber Lin: I see.
420 00:40:34.620 ⇒ 00:40:35.500 Amber Lin: Okay.
421 00:40:36.240 ⇒ 00:40:36.519 Amber Lin: Is.
422 00:40:36.520 ⇒ 00:40:38.619 Robert Tseng: We can talk more about any of that later.
423 00:40:38.620 ⇒ 00:40:51.470 Amber Lin: Yeah, totally. If I’ll I’ll take a look. I’ll probably have more questions as I start working on them, because right now they’re just information. Where would I get all of their financial data?
424 00:40:51.730 ⇒ 00:40:52.580 Amber Lin: Or would that be?
425 00:40:53.000 ⇒ 00:40:53.600 Amber Lin: Thank you.
426 00:40:54.260 ⇒ 00:41:00.799 Robert Tseng: Yeah, it would probably just be through me. You’re not gonna be able to have access to it. I don’t even have access to everything they don’t.
427 00:41:01.270 ⇒ 00:41:03.550 Robert Tseng: They only give me like a limited view of.
428 00:41:03.550 ⇒ 00:41:05.390 Uttam Kumaran: What are you looking for in particular.
429 00:41:07.488 ⇒ 00:41:09.280 Robert Tseng: So I mean, I think
430 00:41:10.060 ⇒ 00:41:17.214 Robert Tseng: in this like so if I were to, I mean, this is the template. But how I would change this up. So like, if I turn this
431 00:41:18.030 ⇒ 00:41:22.679 Robert Tseng: into like marketing, then I would just be like, I would.
432 00:41:26.880 ⇒ 00:41:30.157 Robert Tseng: Oh, the only is this, my Doc.
433 00:41:31.280 ⇒ 00:41:37.919 Robert Tseng: okay. Well, anyway, I don’t have to go and edit it. But like I would change these sections like, I know that the Cdp work that we’re doing
434 00:41:38.040 ⇒ 00:41:44.010 Robert Tseng: impacts, lifecycle marketing. And I know the metrics that we care about here are repurchase rates.
435 00:41:44.393 ⇒ 00:41:56.749 Robert Tseng: like emails email sent so like number of campaigns, efficiency and then overall, just like overall conversion. So I want to pick, like the highest level metrics that the these teams are looking at
436 00:41:56.770 ⇒ 00:42:19.409 Robert Tseng: and our work is directly impacting the way that we measure those those metrics. And we’ll, you know, if we’re enriching more customer data like I, my hypothesis is that we’re gonna see increases in these in these metrics. And so, being able to like, have my own view of like, how that’s kind of being tracked over time. Then I can go back to them and say, like, Hey, we.
437 00:42:19.410 ⇒ 00:42:19.740 Amber Lin: And.
438 00:42:19.740 ⇒ 00:42:30.173 Robert Tseng: We. We impacted these metrics and like, I think that’s that’s what I that’s where I see this like, I would like to spend my time doing stuff like this.
439 00:42:30.510 ⇒ 00:42:31.110 Amber Lin: Okay.
440 00:42:31.330 ⇒ 00:42:34.503 Robert Tseng: So I I don’t expect you to put this together. I’m just letting you know that, like
441 00:42:34.690 ⇒ 00:42:35.430 Amber Lin: Okay. Yeah.
442 00:42:35.920 ⇒ 00:42:49.330 Robert Tseng: Yeah, if I were to step out of the day to day like this is how I would continue to manage this account like we cover enough ground with them that, like, I know, generally all the metrics that we’re that we’re impacting across every team.
443 00:42:49.840 ⇒ 00:42:59.929 Robert Tseng: I want to just get them all to one place and show that we’re like, actually like moving them with our work. And I think that will help me give me more leverage to negotiate stuff with them.
444 00:43:01.430 ⇒ 00:43:02.170 Amber Lin: Okay.
445 00:43:02.170 ⇒ 00:43:02.680 Robert Tseng: Yeah.
446 00:43:02.680 ⇒ 00:43:06.150 Amber Lin: Sounds good. Let me share my screen. I just wanna
447 00:43:06.510 ⇒ 00:43:24.490 Amber Lin: I know we already talked about the ritual, so I’ll probably just go through stakeholders, and make sure I cover all of them just quickly, for the rituals I know. Stand up. You’ll attend Wednesday. Once we get this up and running and then Monday you’ll attend.
448 00:43:24.880 ⇒ 00:43:30.360 Amber Lin: and this one probably I’ll I’ll sync with Tigran. I’ll make a separate time.
449 00:43:30.857 ⇒ 00:43:37.519 Amber Lin: And then retros. Right now we have a weekly. Probably I’m gonna turn into bi-weekly once you give me the link
450 00:43:37.640 ⇒ 00:43:39.890 Amber Lin: that will buy us some time
451 00:43:40.060 ⇒ 00:43:51.500 Amber Lin: and then planning and grooming will go as is for client demos, I assume right now we don’t have like a recurring demo with their leadership. I know you say you want.
452 00:43:51.500 ⇒ 00:43:53.849 Amber Lin: No, I turn them all off.
453 00:43:54.350 ⇒ 00:43:59.869 Amber Lin: Oh, I see do you want them to happen, or do you prefer not to.
454 00:44:01.030 ⇒ 00:44:03.550 Robert Tseng: Well, I think it’s I don’t think.
455 00:44:03.550 ⇒ 00:44:05.969 Uttam Kumaran: I think it’s too big company. Yeah.
456 00:44:06.260 ⇒ 00:44:07.090 Amber Lin: -
457 00:44:07.410 ⇒ 00:44:11.964 Robert Tseng: Yeah, I think we should do one for the execs. I think that matters
458 00:44:12.290 ⇒ 00:44:12.860 Amber Lin: Okay.
459 00:44:12.860 ⇒ 00:44:20.950 Robert Tseng: There is like a Monday like director level sync, which I have not.
460 00:44:21.520 ⇒ 00:44:36.510 Robert Tseng: I never. I never show up to those anymore. But that’s something where I could see you Amber kind of jumping in, and you can share that out in that meeting. So it’s like Fridays. I would share it with only like the C-suite.
461 00:44:36.620 ⇒ 00:44:53.120 Robert Tseng: and then Mondays, which they do bi-weekly now, like all the leaders of different teams read out on stuff. So actually, maybe it wouldn’t be you. It’d be Henry Henry would be the one kind of going in there and representing, like our team, and and sharing like what what we’ve been building. So those are the only like.
462 00:44:53.120 ⇒ 00:45:00.910 Uttam Kumaran: This could go a long way with just looms like if we’re able to just send a quick loom of like, Hey, this is what we got done. You could probably avoid a meeting here.
463 00:45:01.100 ⇒ 00:45:04.800 Amber Lin: Yeah, I can send a loom so you can share it in their meeting, too.
464 00:45:05.925 ⇒ 00:45:06.540 Amber Lin: Yeah.
465 00:45:06.540 ⇒ 00:45:13.590 Uttam Kumaran: Yeah, the only thing like I, you know, some of my comments are like, I don’t know where I put this, but basically like.
466 00:45:17.490 ⇒ 00:45:19.580 Uttam Kumaran: I put something on like
467 00:45:19.720 ⇒ 00:45:25.099 Uttam Kumaran: these. Stay the stand ups and stuff just need to be very tight like, or you’re gonna get shredded.
468 00:45:26.040 ⇒ 00:45:33.400 Uttam Kumaran: So that’s probably my only feedback is I don’t. I think these guys are similar to pool parts in that we can’t like.
469 00:45:34.150 ⇒ 00:45:42.810 Uttam Kumaran: I don’t know. My my opinion is that we can’t go around the room. Be like, Okay, who wants to go next? Like, what’s this? What’s this like? It’s a.
470 00:45:42.810 ⇒ 00:45:43.300 Amber Lin: Yeah.
471 00:45:43.300 ⇒ 00:45:47.069 Uttam Kumaran: It’s it’s too much. It’s too like baby. So you need to be very.
472 00:45:47.430 ⇒ 00:45:49.170 Uttam Kumaran: And
473 00:45:49.340 ⇒ 00:45:56.380 Uttam Kumaran: it needs to be like pretty full. So kind of like 2 things, I suggested, is one we should probably have an Eden leads meeting every week
474 00:45:56.570 ⇒ 00:46:02.120 Uttam Kumaran: where it’s just the people on this client that, like our owning shit.
475 00:46:03.032 ⇒ 00:46:06.330 Uttam Kumaran: And I can join that and that way.
476 00:46:06.970 ⇒ 00:46:09.640 Uttam Kumaran: like that group is really prepared.
477 00:46:10.383 ⇒ 00:46:15.770 Uttam Kumaran: And I could start to help out. I can’t join the stand ups, and I can’t join other stuff.
478 00:46:15.880 ⇒ 00:46:22.600 Uttam Kumaran: but I can help literally hear from all the leads on like. Here’s what I’m gonna plan on doing. Here’s what I’m gonna plan on doing.
479 00:46:22.600 ⇒ 00:46:23.040 Amber Lin: Yeah.
480 00:46:23.040 ⇒ 00:46:27.340 Uttam Kumaran: I don’t need Annie or other folks to be in this meeting. I just need like the leads.
481 00:46:28.124 ⇒ 00:46:30.479 Amber Lin: Are the clients gonna be in that meeting.
482 00:46:30.480 ⇒ 00:46:31.230 Uttam Kumaran: No.
483 00:46:32.320 ⇒ 00:46:34.379 Amber Lin: Okay. So that’s gonna be a.
484 00:46:34.380 ⇒ 00:46:37.480 Uttam Kumaran: This is like a brain forge leads meeting.
485 00:46:37.880 ⇒ 00:46:43.940 Amber Lin: Okay, is that different from the current planning meeting.
486 00:46:45.990 ⇒ 00:47:02.789 Uttam Kumaran: Yeah, like, this is like, I’m gonna go around the room. I want to hear from all the people leading this account on like, what’s going on. So this is not a Pm. Thing like that. Planning is for tickets and stuff like this is mainly like, go around the room. What’s what’s good this week? What’s at risk.
487 00:47:02.790 ⇒ 00:47:09.620 Amber Lin: Okay, okay, you know. So so that could be a roundtable on Friday.
488 00:47:09.860 ⇒ 00:47:12.350 Amber Lin: I know if I don’t know if you want time on.
489 00:47:12.601 ⇒ 00:47:17.370 Uttam Kumaran: I don’t think this should be a Friday like I think this should be on Monday, like before everything.
490 00:47:18.780 ⇒ 00:47:20.410 Amber Lin: Oh, that’s a lot of.
491 00:47:20.410 ⇒ 00:47:24.380 Uttam Kumaran: Like, what’s what on Friday? It’s gonna be a dead meeting. Basically.
492 00:47:24.660 ⇒ 00:47:30.859 Amber Lin: Okay, I’m just thinking about how many meetings this is. Gonna be.
493 00:47:32.150 ⇒ 00:47:33.750 Robert Tseng: So well like, I guess like
494 00:47:33.750 ⇒ 00:47:38.270 Robert Tseng: is supposed to be internal for rainforge, anyway, like I try to keep the.
495 00:47:38.270 ⇒ 00:47:39.270 Amber Lin: Oh, well, then.
496 00:47:39.270 ⇒ 00:47:40.090 Robert Tseng: Out of it.
497 00:47:40.270 ⇒ 00:47:43.180 Amber Lin: Well, remove them from the invite.
498 00:47:44.500 ⇒ 00:47:45.010 Amber Lin: Okay.
499 00:47:45.010 ⇒ 00:47:48.300 Uttam Kumaran: But like this is not a planning meeting. This is not reviewing tickets
500 00:47:49.190 ⇒ 00:47:54.230 Uttam Kumaran: like this is not a Pm. Thing like, I just want to talk to everybody that’s leading this account.
501 00:47:54.720 ⇒ 00:47:59.820 Uttam Kumaran: so I can unblock anything that’s going on, or hear the risks.
502 00:48:01.410 ⇒ 00:48:03.250 Amber Lin: Then you shouldn’t join on Monday.
503 00:48:03.970 ⇒ 00:48:07.240 Amber Lin: I’m not gonna join. I’m not joining on Monday, but I thought.
504 00:48:07.240 ⇒ 00:48:08.929 Uttam Kumaran: I need a meeting that I will join.
505 00:48:08.930 ⇒ 00:48:10.180 Amber Lin: I see. I thought.
506 00:48:10.180 ⇒ 00:48:10.670 Uttam Kumaran: Does not.
507 00:48:10.670 ⇒ 00:48:13.780 Amber Lin: You wanted to have it on Monday, so maybe Wednesday.
508 00:48:14.430 ⇒ 00:48:16.260 Uttam Kumaran: No, no, no, I want it on Monday.
509 00:48:16.680 ⇒ 00:48:19.679 Robert Tseng: Yeah, so you can just do 2. It’s 2 on 2 on Monday.
510 00:48:20.170 ⇒ 00:48:20.920 Amber Lin: Okay.
511 00:48:21.420 ⇒ 00:48:35.579 Uttam Kumaran: Yeah, like, I don’t. I don’t care about the tickets and grooming and everything literally wanting. This could be 10 min. If everyone’s like you’re good. Then we’re good. But we’re we’re we’re we’re charging them around 8 KA week.
512 00:48:35.900 ⇒ 00:48:37.479 Uttam Kumaran: 7,500 a week.
513 00:48:37.790 ⇒ 00:48:46.600 Uttam Kumaran: And so it’s basically worth me spending 30 min in the beginning of the week, because I’ll find out what we’re about to drop.
514 00:48:48.170 ⇒ 00:48:53.849 Uttam Kumaran: So like, that’s a good way you can utilize me because this is a pretty fat client like it’s gonna be hard.
515 00:49:01.150 ⇒ 00:49:14.739 Uttam Kumaran: So in this meeting like, I’m not expecting to go through tickets. I literally just want to hear the big rocks like, what are like, what are we doing this month, like what’s getting slowed down. And my job is to just literally unblock the leads.
516 00:49:16.320 ⇒ 00:49:17.960 Uttam Kumaran: So this is gonna be like.
517 00:49:17.960 ⇒ 00:49:24.469 Amber Lin: That’ll be a wish, Henry, if Robert wants to join.
518 00:49:24.470 ⇒ 00:49:27.410 Uttam Kumaran: What about Andrew Robert is that should that should he be in this.
519 00:49:28.770 ⇒ 00:49:39.010 Robert Tseng: Yeah, I mean, I I feel like Andrew is the short term. But like, yeah, I think he should be on those as optional. But it’s kind of like I don’t expect him to be in it that every week.
520 00:49:40.330 ⇒ 00:49:47.459 Robert Tseng: but for the for the short term, like the next 2 weeks. Like, yeah, he he’s I mean, he’s gonna be.
521 00:49:48.520 ⇒ 00:49:50.130 Robert Tseng: He’s gonna have to help out.
522 00:49:50.650 ⇒ 00:49:51.360 Amber Lin: Okay.
523 00:49:52.597 ⇒ 00:50:00.340 Amber Lin: Robert. Right now, every Monday I’m talking about a Pm. Meeting now. Every Monday the stakeholder joins our internal planning.
524 00:50:01.470 ⇒ 00:50:02.390 Robert Tseng: Well, Josh does.
525 00:50:02.390 ⇒ 00:50:02.740 Amber Lin: The room.
526 00:50:02.740 ⇒ 00:50:05.560 Robert Tseng: And sometimes he’ll like I mean
527 00:50:05.910 ⇒ 00:50:08.790 Robert Tseng: he. It’s helpful for him, like he usually
528 00:50:09.010 ⇒ 00:50:22.809 Robert Tseng: tries not to like chime. He just wants to know like what our biggest priorities are like. I like I walked you through like he. I just show him the project level view. I let the whole team know as well. I talked about like how priorities change from the previous week.
529 00:50:22.810 ⇒ 00:50:23.340 Uttam Kumaran: It’s her job.
530 00:50:24.310 ⇒ 00:50:27.370 Robert Tseng: Yeah. And then if Josh was like cool, then he just jumps on.
531 00:50:27.370 ⇒ 00:50:32.099 Uttam Kumaran: This leads meeting is gonna be like a prep meeting for you guys like, I’m gonna try.
532 00:50:32.100 ⇒ 00:50:32.490 Uttam Kumaran: I like
533 00:50:32.490 ⇒ 00:50:39.690 Uttam Kumaran: pressure on. But I guess my point is that you’re gonna get fried by Josh, if we’re not on point
534 00:50:40.120 ⇒ 00:50:44.780 Uttam Kumaran: or like, or Robert is gonna get fried by Josh. So I’m gonna pre fry.
535 00:50:45.310 ⇒ 00:50:46.030 Uttam Kumaran: Okay, we’re gonna
536 00:50:46.030 ⇒ 00:50:52.699 Uttam Kumaran: find out what what the answers like. What are we missing? So that when you go to that meeting with Josh we knock it out of the park.
537 00:50:53.080 ⇒ 00:50:54.240 Amber Lin: Okay, I like that.
538 00:50:54.240 ⇒ 00:51:02.699 Uttam Kumaran: Otherwise with, if Josh asks like basic questions about the business, and nobody in that leads takes initiative and answers.
539 00:51:02.960 ⇒ 00:51:04.370 Uttam Kumaran: we’re gonna get fried
540 00:51:04.500 ⇒ 00:51:19.710 Uttam Kumaran: right. So I’m expecting like this, is it? So? This is something I knew. I want to try, just given how big this client is, and given like the pace of which they’re moving. I want to try this out. Consider this like a A leads prep meeting. But basically.
541 00:51:20.180 ⇒ 00:51:29.219 Uttam Kumaran: this crew is the people that like if something happens in a meeting, and it’s a questions being asked. One person in this crew needs to have the answer.
542 00:51:30.860 ⇒ 00:51:39.280 Uttam Kumaran: And so this is like how we’re gonna do this. But like I’m again, I’m less concerned about like what is specific. I want to know, like by Friday, what’s gonna what’s getting done?
543 00:51:39.400 ⇒ 00:51:43.599 Uttam Kumaran: And then that way we’ll all agree. And then when Josh asks you that you could be really clear.
544 00:51:43.880 ⇒ 00:51:46.339 Uttam Kumaran: because, Josh, that’s all Josh wants is gonna want to hear.
545 00:51:46.600 ⇒ 00:51:50.380 Amber Lin: Yeah, let me put that. Let me put that in.
546 00:51:50.770 ⇒ 00:51:56.269 Amber Lin: Let’s put a meeting in, and so prep.
547 00:51:56.270 ⇒ 00:52:02.110 Uttam Kumaran: Because because with I I know a good amount of what’s going on in Eden. So I will ask kind of dumb questions
548 00:52:02.310 ⇒ 00:52:08.789 Uttam Kumaran: that will will actually get us some good answers, and you can get 30 min for me. I think I’ll be able to help you guys out.
549 00:52:09.240 ⇒ 00:52:09.900 Amber Lin: Okay.
550 00:52:12.060 ⇒ 00:52:18.729 Amber Lin: Robert, is that time the Monday meeting time fixed? Can I move it? 30 min later.
551 00:52:19.370 ⇒ 00:52:36.610 Robert Tseng: Yeah, you can move it like, that’s fine. But yeah, I think I I agree with what we Tom said. I mean, I think. Just if you just recall what happened this week Monday, right after your that planning meeting. I wasn’t there. Josh, text me. And he’s like, Hey, energy, level and business understanding in this meeting is super low.
552 00:52:36.780 ⇒ 00:52:42.509 Robert Tseng: Then he calls me. I have to talk to him. Then he tells Adam, and then Adam calls me and tell. Ask me this.
553 00:52:42.510 ⇒ 00:52:43.120 Amber Lin: 1,000.
554 00:52:43.120 ⇒ 00:53:10.199 Robert Tseng: It’s like that. There’s a cascading effect. And it’s just because he didn’t feel like people understood what was going to have what was gonna go on and it’s not like they really know all the details. They’re never gonna ask ticket level questions, but they just want to have a sense of like priority. Wise what we’re working on. And but yeah, I mean, that ended up costing me probably like 30 plus minutes, and just like whatever. So it’s as if I just attended the meeting. Anyways, like I didn’t save anything.
555 00:53:10.200 ⇒ 00:53:10.560 Uttam Kumaran: Yeah.
556 00:53:10.560 ⇒ 00:53:13.010 Amber Lin: By not attending the meeting.
557 00:53:13.010 ⇒ 00:53:13.420 Uttam Kumaran: No, I’m not.
558 00:53:13.420 ⇒ 00:53:15.179 Amber Lin: I didn’t know that you were gonna come.
559 00:53:15.916 ⇒ 00:53:19.720 Uttam Kumaran: My my point is, gonna be that, like every client, is different.
560 00:53:19.820 ⇒ 00:53:21.770 Uttam Kumaran: And these guys.
561 00:53:21.890 ⇒ 00:53:36.969 Uttam Kumaran: I think similarly with default. And this is why I really pushed Henry is because we can’t walk into these meetings and be like, okay, like, hey guys, it’s great to see you guys. So what are we working on like? What can you tell me what your business priorities are like? We can’t do that
562 00:53:37.070 ⇒ 00:53:48.519 Uttam Kumaran: right like, if so, like, we’ve been working them for the law. We charge a lot of money. We gotta know their business inside and out, so I’ll be joining Mondays and really putting pressure on to know that
563 00:53:48.820 ⇒ 00:53:52.954 Uttam Kumaran: the leads on this client know this business inside and out.
564 00:53:53.460 ⇒ 00:54:03.910 Uttam Kumaran: like we are like this should be table stakes. And if either one of you guys gets jammed in the meeting, you have to be able to rely on each other like amber. You’re gonna be like, sort of
565 00:54:03.990 ⇒ 00:54:20.299 Uttam Kumaran: without context for a little bit here, so you need to know that if Josh asks you a question you don’t need to dance, you can just defer to a wish to Henry to somebody right? But like, that’s the thing. I want to make sure that there’s some camaraderie with this crew, so that we can do that
566 00:54:20.370 ⇒ 00:54:37.090 Uttam Kumaran: right now, Robert is able to do across the board right. But this what? We’re trying to get him out of this. So it’s gonna take some. It’s gonna take a group of people like if it’s a data related question, a waste can answer. But again, we can’t think as individuals here, it has to be like a a group thing.
567 00:54:37.618 ⇒ 00:54:42.860 Uttam Kumaran: The the people junior on this client are not gonna get that. They’re never gonna save you.
568 00:54:43.382 ⇒ 00:55:01.490 Uttam Kumaran: So we cannot rely on them to be like I I don’t want to hear that we’re like deferring to Annie. We’re deferring Demote. We’re deferring to Vosh that like I don’t want to see that I want to be like once, either someone in the leadership crew takes it or we’re like, Hey, we don’t know this, or I have to double check with Robert, and I will get back to you as soon as I can.
569 00:55:01.760 ⇒ 00:55:03.410 Uttam Kumaran: Those are the 2 answers.
570 00:55:04.270 ⇒ 00:55:04.910 Amber Lin: Hmm.
571 00:55:05.200 ⇒ 00:55:05.890 Uttam Kumaran: You know.
572 00:55:06.510 ⇒ 00:55:07.220 Uttam Kumaran: So
573 00:55:07.580 ⇒ 00:55:20.130 Uttam Kumaran: so I’m so I. And and again, like, we’re trying to bump these guys up to a lot of money. And we’re doing a lot of great work for them, like I want to make sure that we don’t. We don’t get paper cut by like, hey? We just like flubbed a meeting, you know.
574 00:55:21.320 ⇒ 00:55:23.906 Amber Lin: Yeah, sounds good.
575 00:55:25.177 ⇒ 00:55:40.809 Amber Lin: priorities. Yeah. Robert, once you transfer the meeting to me, i’ll be able to change that, I, like this setup. So Monday, we’ll have that, and then we’ll have stand ups. I’ll get a separate time, or incorporated to look at the Monday board.
576 00:55:42.650 ⇒ 00:55:51.229 Amber Lin: And then, okay, that’s good for the client meetings for the exec updates. We’ll send a loom.
577 00:55:51.757 ⇒ 00:55:56.899 Amber Lin: I know we want a recurrent meeting with the marketing team. Is there anything
578 00:55:57.070 ⇒ 00:55:58.980 Amber Lin: any other meetings we need?
579 00:56:02.180 ⇒ 00:56:07.089 Robert Tseng: no, I mean, I think that’s that’s all. The that’s the only recurring I I care. But I mean.
580 00:56:10.060 ⇒ 00:56:25.759 Robert Tseng: yeah, I I don’t want to over promise to the other teams, like, I think that’s that’s the that’s the most pressing one. Because we’re able to impact their work the most. But yeah, I’m I’m sure pharmacy and finance want more of our time. It’s just we’re not. Gonna
581 00:56:25.980 ⇒ 00:56:29.359 Robert Tseng: we’re not going to do recurring meetings. We’ll have ad hoc stuff with them, though.
582 00:56:31.925 ⇒ 00:56:35.089 Amber Lin: What’s the cadence with Mattesh and Carter cutter.
583 00:56:37.030 ⇒ 00:56:48.459 Robert Tseng: I mean ideal ideally weekly. But it’s it’s gonna take. If if you throw it on their calendar, they’re not gonna show up like Henry’s gotta like build the relationship with them like he has to kind of earn their trust.
584 00:56:49.750 ⇒ 00:56:54.609 Robert Tseng: So okay, I don’t think this is just something you can just schedule with them, starting next week.
585 00:56:54.820 ⇒ 00:56:55.690 Amber Lin: I see.
586 00:57:00.490 ⇒ 00:57:05.730 Amber Lin: I see ad hoc meeting with.
587 00:57:06.440 ⇒ 00:57:11.649 Amber Lin: and I guess also for the communications.
588 00:57:12.081 ⇒ 00:57:21.439 Amber Lin: I got how we’re gonna do ad hoc. I got how we’re gonna do escalations? I know what we want to include in weekly reports. I got your example.
589 00:57:23.680 ⇒ 00:57:27.060 Amber Lin: Is there any channel specific updates.
590 00:57:29.120 ⇒ 00:57:30.850 Robert Tseng: Yeah, I mean, where are we shipping?
591 00:57:30.850 ⇒ 00:57:33.370 Amber Lin: Report, go ahead!
592 00:57:34.110 ⇒ 00:57:40.500 Robert Tseng: Yeah, I think the analytics channel is where the the general analytics channels, where the weekly report is going to.
593 00:57:43.280 ⇒ 00:57:49.189 Robert Tseng: yeah. And then I think, like the weekly, like exact message is kind of in that format that I sent you today.
594 00:57:52.460 ⇒ 00:57:54.999 Robert Tseng: Yeah, I mean those. That’s pretty much it, I think.
595 00:57:58.610 ⇒ 00:58:10.500 Robert Tseng: Obviously like, if an urgent request came in, we took care of it, and we just wanna share it out like, I still think our team is kind of slow to share out what we did like. I think.
596 00:58:12.320 ⇒ 00:58:16.799 Robert Tseng: yeah, like, I asked Henry to share out about Oasius
597 00:58:17.199 ⇒ 00:58:31.690 Robert Tseng: enriched customer data model last week, and he didn’t send it until yesterday, and it was still like a very low context message. All he said was like, Hey, here’s a loom, and I guarantee you nobody clicked into it because he didn’t like. I don’t know. There’s just like
598 00:58:32.270 ⇒ 00:58:35.319 Robert Tseng: our our message. Quality is not very high in terms of.
599 00:58:35.680 ⇒ 00:58:38.089 Robert Tseng: When it comes from anybody else. That’s not.
600 00:58:38.090 ⇒ 00:58:41.509 Uttam Kumaran: Yeah. So on the on the Eden, like on the Eden
601 00:58:42.320 ⇒ 00:58:59.060 Uttam Kumaran: like statuses, we should add a status that’s like, is this communicated out, basically and this is where, like amber, one of the easy wins on. Any client is just communicating more often, even just to say, we’re still working on it.
602 00:58:59.450 ⇒ 00:59:01.579 Uttam Kumaran: we will get points back.
603 00:59:01.810 ⇒ 00:59:05.940 Uttam Kumaran: But the moment we’re not saying anything, the timer starts
604 00:59:06.180 ⇒ 00:59:29.939 Uttam Kumaran: and 100 like, if you’re just if they’re like, hey, check out this loom. Nobody’s gonna watch that we have to be in their face. And so this is something that I’ll I’ll stress again in the leads call, but everything that we do we need to really communicate. Again, it goes back to like we have to communicate better than their most communicative employees. We have to really be in their face. Right? We’re we’re.
605 00:59:30.280 ⇒ 00:59:43.730 Uttam Kumaran: We still struggle with this across a lot of our clients, because I think all of us have a pretty high bar like. Oh, it’s not perfect yet. But again, we’re consultants. We’re gonna get fired if we don’t talk, even if we do the best job.
606 00:59:43.840 ⇒ 00:59:49.369 Uttam Kumaran: And so, similarly, with default, I’m kind of like we just need to talk out loud. Send something out loud.
607 00:59:49.490 ⇒ 00:59:52.559 Uttam Kumaran: So that’s something that I can start to stress with to everybody, too.
608 00:59:53.860 ⇒ 01:00:00.319 Amber Lin: Awesome. I have a ABC. Meeting. I will, I will hop. I think this was really helpful. I need to
609 01:00:00.430 ⇒ 01:00:07.359 Amber Lin: consolidate my notes. I probably still have a few outstanding questions. But, Robert, I still have 2 weeks with you, so I’ll get them, answered.
610 01:00:07.700 ⇒ 01:00:10.230 Robert Tseng: Alright, bye, guys, cool. Thanks.
611 01:00:10.230 ⇒ 01:00:11.650 Uttam Kumaran: Thank you. Guys. Bye.