Meeting Title: Brainforge Eden and Element Project Sync Date: 2026-02-18 Meeting participants: Jasmin Multani, Amber Lin
WEBVTT
1 00:01:14.440 ⇒ 00:01:18.230 Jasmin Multani: Hi, Amber, how’s it going? Let me increase my volume.
2 00:01:19.910 ⇒ 00:01:20.600 Amber Lin: Okay.
3 00:01:20.930 ⇒ 00:01:27.670 Amber Lin: I can hear you pretty well. My internet is not the greatest, I’m on my hotspot.
4 00:01:28.080 ⇒ 00:01:29.770 Amber Lin: Wi-Fi in town today.
5 00:01:30.980 ⇒ 00:01:37.469 Jasmin Multani: It’s all good. I’m basically, the same way right now, so I’m… I updated my Wi-Fi this morning.
6 00:01:38.870 ⇒ 00:01:39.930 Jasmin Multani: So.
7 00:01:40.570 ⇒ 00:01:45.839 Jasmin Multani: fingers crossed that worked, or else I’m just gonna have to buy a personal router, and…
8 00:01:46.350 ⇒ 00:01:47.989 Jasmin Multani: Redo all of this.
9 00:01:47.990 ⇒ 00:01:49.589 Amber Lin: Oh my, where are you at?
10 00:01:50.210 ⇒ 00:01:51.989 Jasmin Multani: I live in Santa Monica.
11 00:01:53.950 ⇒ 00:02:00.639 Amber Lin: Oh, wow, okay. Yeah, I… We’re very, very close, so I’d love to meet up when I get back.
12 00:02:01.540 ⇒ 00:02:08.580 Amber Lin: I’m currently… I’m currently in Palm Springs, so… a little far away.
13 00:02:08.910 ⇒ 00:02:11.770 Jasmin Multani: Oh my gosh, what do you have two in Palm Springs?
14 00:02:13.540 ⇒ 00:02:25.349 Amber Lin: My partner has a conference here, so I was like, can I stay in the hotel room of this nice resort that gets paid for, by her company? So I was just here, chillin’.
15 00:02:26.260 ⇒ 00:02:29.730 Jasmin Multani: I think that’s the best perk of remote working.
16 00:02:29.730 ⇒ 00:02:30.360 Amber Lin: Yeah.
17 00:02:30.810 ⇒ 00:02:35.829 Jasmin Multani: Get to spend more time with people you care about, and, in places that are pretty.
18 00:02:36.280 ⇒ 00:02:42.659 Amber Lin: Yeah, it’s just… it’s just sad that, like, I would love to go work at the pool, but I…
19 00:02:43.780 ⇒ 00:02:47.190 Amber Lin: The internet’s too bad today, and my computer’s gonna burn.
20 00:02:47.630 ⇒ 00:02:55.949 Jasmin Multani: Yeah, yeah. Well, hopefully, well, I’ll plan on, ending this call on time, right at 10, anyways, because…
21 00:02:56.050 ⇒ 00:03:03.099 Jasmin Multani: I’ve attended with another… with another Brainforge person, so I promise you’ll get to your… your pool soon.
22 00:03:03.520 ⇒ 00:03:05.760 Amber Lin: Okay.
23 00:03:05.870 ⇒ 00:03:18.049 Amber Lin: I know you have some questions, and also, one of my goals this week is to get you something to review. I think it will mainly be on the Eden stuff.
24 00:03:18.070 ⇒ 00:03:36.359 Amber Lin: So, once I can answer your questions about, where stuff is, what… I saw some of your questions that Demolade answered, so hopefully I can help you with that, and then I’ll kind of walk you through what I’m working on right now, so, so you… you know what you’ll be reviewing soon.
25 00:03:36.940 ⇒ 00:03:40.169 Jasmin Multani: Okay, cool. I’d say…
26 00:03:40.670 ⇒ 00:03:48.840 Jasmin Multani: I mean, we don’t have to go directly into this, but I’d say one theme that I’m really curious about
27 00:03:49.260 ⇒ 00:04:03.450 Jasmin Multani: is, how data is sourced. So, these questions that I’m gonna give you, just let them prime you, as you walk through your own work streams, but I think for me to be effective,
28 00:04:03.970 ⇒ 00:04:11.360 Jasmin Multani: I’ve noticed that, like, I’ve seen a lot of screenshots of data from you and Greg and other people.
29 00:04:11.510 ⇒ 00:04:22.470 Jasmin Multani: the screenshots are of Google Sheets. I’m really curious to see the process of you, down, like, grabbing
30 00:04:22.620 ⇒ 00:04:38.360 Jasmin Multani: a client’s data, and working with that data, and trying to stress test, like, how fresh is this data? I know you ran into a time zone issue in one of the… that you posted in one of the threads, so,
31 00:04:38.840 ⇒ 00:04:49.549 Jasmin Multani: because we’re going to work with different clients, and each client is at a different stage in their data pipelines, I’d love to understand how you validate
32 00:04:49.790 ⇒ 00:04:54.579 Jasmin Multani: your data with that client, and B, what is, like, the most basic way of
33 00:04:54.880 ⇒ 00:05:01.200 Jasmin Multani: extracting that data. So, as you go through your own… as you show your own work streams, like.
34 00:05:01.570 ⇒ 00:05:05.469 Jasmin Multani: just use that as, like, a filter of what I’m looking for.
35 00:05:06.430 ⇒ 00:05:17.530 Amber Lin: Gotcha, okay. I think to give you a general sense of how we work with data, so we have our DE team, and then we have our AEs, and then
36 00:05:17.560 ⇒ 00:05:29.869 Amber Lin: analysts like me or Greg does some of that stuff, too, are more downstream. So when you see something in Google Sheets, usually, it has already been
37 00:05:30.000 ⇒ 00:05:40.810 Amber Lin: ingested from the client sources into their data warehouse, and then it has likely been modeled either directly in the warehouse or,
38 00:05:41.560 ⇒ 00:05:55.000 Amber Lin: So it will be modeled, and then sometimes we also use dbt to make that more organized. And after that, usually, when you see data in Google Sheets, they’ve established a pipeline to…
39 00:05:55.110 ⇒ 00:05:59.270 Amber Lin: get the model data in the Google Sheets.
40 00:05:59.330 ⇒ 00:06:16.319 Amber Lin: Because the clients usually want to see it outside of the database, and that’s why we’re working more on Google Sheets for… to create reports for them. And once they are happy with how the reports are like, happy with how formulas or metrics are defined.
41 00:06:16.320 ⇒ 00:06:19.439 Amber Lin: We would try to move them to a…
42 00:06:19.440 ⇒ 00:06:27.580 Amber Lin: a BI tool, such as Tableau, and right now we’re using Omni a lot. So that’s kind of the… what the flow is like. So.
43 00:06:27.590 ⇒ 00:06:40.019 Amber Lin: I think when you see sometimes we’re in Google Sheets, that means we’re still slightly at the earlier stage of, exploring the data, defining metrics, things are still in flux.
44 00:06:40.070 ⇒ 00:06:58.179 Amber Lin: And then the data you see has usually been modeled already, so that would be, say, okay, by date, the sales numbers, etc, or by week, with how they define their week, start week, end, so those are already defined in the modeling.
45 00:06:59.670 ⇒ 00:07:02.829 Jasmin Multani: Okay, great. So,
46 00:07:02.990 ⇒ 00:07:18.799 Jasmin Multani: people like Demulati, they work with the clients to model the data and, like, set up the pipeline. And, what you… where you lean in is, like, you add an extra layer of modeling and,
47 00:07:19.640 ⇒ 00:07:26.350 Jasmin Multani: Calculations or analysis that can be pulled and assessed through the visual…
48 00:07:27.000 ⇒ 00:07:29.050 Jasmin Multani: The visual tools, is that right?
49 00:07:29.530 ⇒ 00:07:41.910 Amber Lin: Yeah, so I think my work is mainly two-part. One is more leaning towards the discovery, so in that case, I’ll directly access the database.
50 00:07:41.970 ⇒ 00:08:00.910 Amber Lin: do queries, do analysis, do visualizations, and my deliverable in that case is more like consulting decks of, okay, this is my findings and my recommendations, here are your next steps. The other workflow, which you’re seeing right now with Element, someone with Eden.
51 00:08:01.020 ⇒ 00:08:09.110 Amber Lin: is more of the, okay, let’s help them build a report. It’s similar to, someone building a dashboard. So in that case, then.
52 00:08:09.620 ⇒ 00:08:13.280 Amber Lin: I do work with the data that the team has already processed.
53 00:08:13.680 ⇒ 00:08:22.269 Amber Lin: And then… yeah, visualizing it either in a BI tool, or in this case, using spreadsheets.
54 00:08:23.640 ⇒ 00:08:29.709 Jasmin Multani: What’s an example of a consulting deck? Can you, can you give me, a.
55 00:08:29.710 ⇒ 00:08:33.570 Amber Lin: what you… what type of information you start off with, and B.
56 00:08:33.570 ⇒ 00:08:37.160 Jasmin Multani: Examples of recommendations at the end of the consulting decks.
57 00:08:37.900 ⇒ 00:08:43.249 Amber Lin: Yeah, so this is a… I think this is the summary.
58 00:08:43.530 ⇒ 00:08:47.950 Amber Lin: So… let’s say this is our past client.
59 00:08:48.380 ⇒ 00:09:04.589 Amber Lin: An example of these decks would be, say, title, that’s not a great one. Title, graph, recommendation, findings, what this means, so insights, and we follow up with next steps.
60 00:09:05.310 ⇒ 00:09:19.620 Amber Lin: So each of these answer a… answer a question, and then we discuss with the clients of what this means, and have they looked at this before? What have they done before? What do they plan to do next?
61 00:09:19.880 ⇒ 00:09:20.560 Jasmin Multani: Okay.
62 00:09:20.930 ⇒ 00:09:32.609 Jasmin Multani: So, the consulting decks are more guided, conversations, whereas the BI visuals you create, that’s more of a way for the client to be autonomous and make.
63 00:09:32.610 ⇒ 00:09:32.980 Amber Lin: your own.
64 00:09:32.980 ⇒ 00:09:34.420 Jasmin Multani: Oh, it signs, okay.
65 00:09:34.420 ⇒ 00:09:43.629 Amber Lin: That’s a good summary, yeah. So it’s more of either one is more strategy, discussions, and the other one is more of reporting.
66 00:09:51.260 ⇒ 00:09:52.000 Jasmin Multani: Yes.
67 00:09:53.010 ⇒ 00:09:56.700 Amber Lin: Oh, is my audio breaking off? Is it better right now?
68 00:09:56.700 ⇒ 00:10:09.450 Jasmin Multani: It’s… it’s… I can… it’s not breaking up too much. It is breaking, but I’m able to, like, piece together words. If there’s, like, a 10-second lull, I’ll, I’ll probably message you.
69 00:10:09.660 ⇒ 00:10:15.609 Jasmin Multani: Just in case to be like, are you quiet because you’re thinking, or are you quiet because…
70 00:10:16.030 ⇒ 00:10:17.769 Jasmin Multani: There’s, like, an audio issue.
71 00:10:17.770 ⇒ 00:10:18.360 Amber Lin: Okay.
72 00:10:18.710 ⇒ 00:10:19.940 Amber Lin: Sounds good.
73 00:10:20.800 ⇒ 00:10:24.459 Amber Lin: Yeah, what other questions do you have?
74 00:10:25.160 ⇒ 00:10:31.460 Jasmin Multani: So, I wanted to see… so for these things… so another question I had was, like, being able to navigate
75 00:10:31.570 ⇒ 00:10:36.739 Jasmin Multani: Through the different internal tools, to piece together things.
76 00:10:38.470 ⇒ 00:10:48.740 Jasmin Multani: right now, because I’m at a part-time capacity, my mornings… I have early mornings slated for, like, face-to-face conversations.
77 00:10:48.740 ⇒ 00:10:59.210 Jasmin Multani: And then my evenings after my full-time job, that’s when I’m gonna be focused on, like, actual… doing actual feedback and reviews.
78 00:10:59.290 ⇒ 00:11:04.620 Jasmin Multani: So in order to be extra impactful in the evenings,
79 00:11:05.360 ⇒ 00:11:20.819 Jasmin Multani: my ask is, like, how, like, where information is stored in the notions, or, like, I see that you pulled up a consulting deck, like, I just want to verify if the Google Drive that I have is also the same access that you have.
80 00:11:20.990 ⇒ 00:11:27.920 Amber Lin: Okay, yeah, so on our clients, first of all, our teams are usually…
81 00:11:28.100 ⇒ 00:11:44.299 Amber Lin: structure like this. So we have a engagement planner, which you can think of as more like a project manager kind of coordinating or planning what to do and where things are. And then we have someone responsible for client communications.
82 00:11:44.340 ⇒ 00:11:48.819 Amber Lin: In that case, sometimes it’s Greg, sometimes Uten, sometimes Pranav.
83 00:11:48.870 ⇒ 00:11:51.530 Amber Lin: And then we have a service lead, which…
84 00:11:51.550 ⇒ 00:12:09.219 Amber Lin: On our strategy clients is Robert, on the data clients is Awash, and on the AI clients is Sam. So they’re more technically senior, and they kind of help out the junior folks. So this is how we should architect this, this is how we should do things. So I think on your question of…
85 00:12:09.220 ⇒ 00:12:15.769 Jasmin Multani: Sorry, let me read that back to you. So there’s engagement planner, project manager vibe.
86 00:12:15.950 ⇒ 00:12:17.750 Jasmin Multani: What was the second person?
87 00:12:17.750 ⇒ 00:12:23.990 Amber Lin: So, see, we call it Client Success Owner, so that’s very much of,
88 00:12:24.320 ⇒ 00:12:38.720 Amber Lin: Managing communication with clients, managing the sentiment of clients, and then also aiming for expansion, renewal, so they’re a little bit more in touch with the sales side.
89 00:12:39.080 ⇒ 00:12:40.840 Jasmin Multani: Okay, so touch me.
90 00:12:41.400 ⇒ 00:12:42.080 Jasmin Multani: Great.
91 00:12:42.790 ⇒ 00:12:43.330 Amber Lin: Yeah.
92 00:12:43.470 ⇒ 00:12:51.069 Amber Lin: And so, when you want to have something, or when you want to know where their project is at, I believe
93 00:12:51.300 ⇒ 00:13:09.130 Amber Lin: The engagement planner would be able to answer that for you, on where they store the information for the clients, where things are. But as a general sense, I would say Notion is generally where our internal documentation is at.
94 00:13:09.230 ⇒ 00:13:27.190 Amber Lin: In Google Drive is… there is a shared drive called Clients, and under that shared drive is each of the folders for the different clients. And in there, you can find some stuff that the client shared, or presentation decks, or anything that,
95 00:13:27.450 ⇒ 00:13:32.459 Amber Lin: Links externally, or has been shared externally, would be there.
96 00:13:32.870 ⇒ 00:13:36.360 Amber Lin: Can you confirm if you have access to that drive?
97 00:13:36.880 ⇒ 00:13:39.249 Jasmin Multani: Yeah, let me double-check right now.
98 00:13:39.250 ⇒ 00:13:47.029 Amber Lin: the shared drive, so it wouldn’t be in the shared folder. If you click on the shared drive, and then there should be one that’s called clients.
99 00:13:51.120 ⇒ 00:13:54.279 Jasmin Multani: I don’t… I don’t see a shared drive.
100 00:13:54.380 ⇒ 00:13:56.730 Amber Lin: Hmm, let me, let me check for you.
101 00:14:03.160 ⇒ 00:14:16.579 Amber Lin: Gotcha. And then anything operationally or access-wise, you can always add Rico, and then he would be able to add you there. So let me send you…
102 00:14:16.950 ⇒ 00:14:22.450 Amber Lin: This is a screenshot of where it’s at. I think you’re probably not there, since…
103 00:14:22.770 ⇒ 00:14:26.009 Amber Lin: You just got added, let me double check.
104 00:14:26.150 ⇒ 00:14:26.890 Amber Lin: Okay.
105 00:14:30.360 ⇒ 00:14:31.580 Jasmin Multani: Yeah, I see nothing.
106 00:14:31.580 ⇒ 00:14:32.070 Amber Lin: We’re there.
107 00:14:32.510 ⇒ 00:14:33.080 Jasmin Multani: Yeah.
108 00:14:33.080 ⇒ 00:14:41.230 Amber Lin: Yeah, can you request FICO to get you added to clients? So that’s where they should be storing all the client information.
109 00:14:41.840 ⇒ 00:14:42.730 Amber Lin: That’s.
110 00:14:42.730 ⇒ 00:14:44.049 Jasmin Multani: Just clients, right?
111 00:14:44.560 ⇒ 00:14:51.470 Amber Lin: Yeah, just clients. The other one, I think project management’s not used anymore, and sales, it’s more of the sales assets.
112 00:15:23.270 ⇒ 00:15:25.820 Amber Lin: Wait, one sec, can you hear me?
113 00:15:26.160 ⇒ 00:15:26.910 Jasmin Multani: Yes, I can.
114 00:15:26.910 ⇒ 00:15:31.020 Amber Lin: Okay, I can hear you now. I probably lost the past 5 seconds of what you were saying.
115 00:15:31.020 ⇒ 00:15:35.319 Jasmin Multani: Okay, yeah, I didn’t hear anything. Sorry, I was just, like, typing and speaking.
116 00:15:35.320 ⇒ 00:15:36.970 Amber Lin: Okay, okay, okay, sounds good.
117 00:15:38.130 ⇒ 00:15:40.770 Amber Lin: Yeah, so that’s there, and then…
118 00:15:40.970 ⇒ 00:15:50.479 Amber Lin: That’s mainly the documentation, and, the code, and, say, queries, or
119 00:15:51.020 ⇒ 00:16:01.390 Amber Lin: And all that should be in GitHub, so if you send them your, personal GitHub username, they should be able to add you there.
120 00:16:01.680 ⇒ 00:16:09.739 Amber Lin: Have they told you about our, say, internal platform where we store our meeting recordings?
121 00:16:09.740 ⇒ 00:16:15.400 Jasmin Multani: I know it exists, I just haven’t double-clicked into it. Should we go through that together?
122 00:16:15.880 ⇒ 00:16:20.159 Amber Lin: Yeah, so that one is… let me send you the link.
123 00:16:21.590 ⇒ 00:16:29.360 Amber Lin: I think the main use of that is for meeting links, so you can go back and visit it.
124 00:16:29.360 ⇒ 00:16:45.790 Amber Lin: Or, if you’re not attending that meeting and you just want to go have a quick pass, that would be very helpful. So in there, I believe you will log in with your BrainForge account, and then you can search up the meetings based on the name or the attendees and the date range.
125 00:16:45.880 ⇒ 00:17:04.130 Amber Lin: And then, in each meeting, there will be, transcripts, which you can copy and paste, dump into AI, or ask on the right side. I think the… we have sort of an AI agent there, I think it’s okay. I would still prefer copy and pasting.
126 00:17:04.470 ⇒ 00:17:06.030 Jasmin Multani: the transcripts.
127 00:17:06.290 ⇒ 00:17:16.079 Amber Lin: But you can poke around there, see the different functionalities they made. I think that’s helpful for catching up and for things that I’m not attending.
128 00:17:16.560 ⇒ 00:17:17.240 Jasmin Multani: Okay.
129 00:17:17.569 ⇒ 00:17:20.349 Amber Lin: Yeah, also.
130 00:17:20.489 ⇒ 00:17:29.179 Amber Lin: Since we already record all our meetings, and we have our documentation, a new feature that they’ve been working on is,
131 00:17:29.539 ⇒ 00:17:44.259 Amber Lin: they would put all of these as context in the GitHub repo, so that would be in our Brainforge repository. I think if you can get access to that, that would be pretty interesting. So what we do then is…
132 00:17:44.299 ⇒ 00:17:57.209 Amber Lin: We open the repo with cursor, and then you’ll be able to query, with all of the existing contacts, all of the meeting notes, all of their documentation that they all sync.
133 00:17:57.209 ⇒ 00:18:07.779 Amber Lin: to the repo, so then it can answer your questions somewhat of, where is this data, or what happened in this meeting? What was this client worried about?
134 00:18:08.579 ⇒ 00:18:13.909 Jasmin Multani: It’s not perfect, because they don’t always put all… everything in there real time, but…
135 00:18:14.229 ⇒ 00:18:17.779 Amber Lin: It’s helpful for especially getting to know the client.
136 00:18:18.830 ⇒ 00:18:29.519 Jasmin Multani: Oh, that’s really cool, so it’s like, I could be like, hey, can I query for any meetings between Jasmine and Amber where cursor was discussed?
137 00:18:30.830 ⇒ 00:18:40.129 Amber Lin: I… I think so? It’s mainly… I think it’s mainly based per client, so especially they would put
138 00:18:40.130 ⇒ 00:18:57.900 Amber Lin: say, our calls with the client recordings there. I… I haven’t looked deep enough to see what the recordings have been recorded, but you can always search on the platform to… you can filter for Jasmine and Amber, and then it’ll show you all the
139 00:18:57.930 ⇒ 00:18:59.840 Amber Lin: All the meetings between us.
140 00:19:01.000 ⇒ 00:19:14.000 Jasmin Multani: Okay, okay, I’ll explore that. I think I’m working with Brill at 10am in, like, 10 minutes… Okay. To, link Cursor and GitHub together, so I can… I can just ask a quick question on that.
141 00:19:14.380 ⇒ 00:19:30.550 Jasmin Multani: Okay, I know we have 10 minutes left. I do have a couple questions that I can save for offline. I want to spend the next 10 minutes going over the agenda that you had planned, and ask how I can lean in, and what I can turn around for you.
142 00:19:30.740 ⇒ 00:19:31.870 Amber Lin: Gotcha.
143 00:19:32.820 ⇒ 00:19:48.590 Amber Lin: My main clients right now are Element, which is, like, an electrolyte drink, sports drink brand, and then also Eden, which is a pharmacy. So on Element, right now, it’s all about reporting, so we’re setting up
144 00:19:48.680 ⇒ 00:20:00.459 Amber Lin: Retail reports, wholesale reports, and then some different daily views, weekly views, so just reporting for them, and they’re very particular about formatting.
145 00:20:00.830 ⇒ 00:20:10.540 Amber Lin: And so, how things are defined, how things are… Sometimes color-coded or dated. So, that’s…
146 00:20:10.750 ⇒ 00:20:14.239 Amber Lin: the main… main bulk of it on Element.
147 00:20:14.520 ⇒ 00:20:29.900 Amber Lin: I wouldn’t say it’s too technically challenging, but sometimes, like, I’m not too familiar with Excel, but generally, ChatGPD is able to help me with that. So, like, I think once I’m done with
148 00:20:30.470 ⇒ 00:20:39.909 Amber Lin: the main framework of what I’m building, I think what will be helpful there is for you to take the first pass instead of Robert, because I… he just…
149 00:20:39.940 ⇒ 00:20:56.090 Amber Lin: doesn’t have time to review much things. Yeah, so I can flash you the… if my screen share works, I can flash you the reports that we’ve been working on, just so that you get a general sense of, like, what type of reports they are.
150 00:20:56.150 ⇒ 00:21:05.270 Amber Lin: So, for example, Let’s look at the wholesale report. So, this is essentially
151 00:21:05.920 ⇒ 00:21:12.230 Amber Lin: This is their partners, so they’re different, wholesale partners, they’re different
152 00:21:12.350 ⇒ 00:21:18.470 Amber Lin: Channels, and then, orders, so partner count, and then orders and revenue.
153 00:21:18.820 ⇒ 00:21:23.030 Amber Lin: And then we have it, on a weekly view.
154 00:21:23.260 ⇒ 00:21:34.250 Amber Lin: on a quarterly roll-up, and then the monthly roll-up. Like, that’s essentially it, but there’s difference, and, like, there… we’ve been adjusting some…
155 00:21:34.980 ⇒ 00:21:37.009 Amber Lin: definitions.
156 00:21:37.010 ⇒ 00:21:39.160 Jasmin Multani: They’ve been wanting to adjust.
157 00:21:39.160 ⇒ 00:21:40.969 Amber Lin: the end date?
158 00:21:41.360 ⇒ 00:21:51.389 Amber Lin: weekend date, they’ve been also wanting to adjust how the dates are formatted, so I think I’ll element the… the reporting is not too hard, I just…
159 00:21:51.560 ⇒ 00:21:57.139 Amber Lin: Afterwards, adjusting and then fine-tuning, that will take a lot of time.
160 00:21:58.180 ⇒ 00:21:58.750 Amber Lin: -Oh.
161 00:21:58.750 ⇒ 00:22:04.010 Jasmin Multani: So, it sounds like you get feedback through the opt-in from Element after…
162 00:22:04.330 ⇒ 00:22:06.539 Jasmin Multani: What’s the cadence on that throughout the week?
163 00:22:06.870 ⇒ 00:22:23.230 Amber Lin: They’ve been trying to reset that, they’ve been trying to set it to, like, a weekly, feed… deliverable feedback, and bi-weekly more strategy discussion, but they’re very ad hoc. So they’ll see something and, like, oh, let’s… let’s think on this, so…
164 00:22:23.300 ⇒ 00:22:31.930 Amber Lin: I would say deliverable is, like, once weekly, or sometimes twice weekly, but mainly, like, on a weekly cadence.
165 00:22:36.680 ⇒ 00:22:38.169 Amber Lin: So, I think…
166 00:22:38.300 ⇒ 00:22:38.810 Amber Lin: Go ahead.
167 00:22:38.810 ⇒ 00:22:41.090 Jasmin Multani: From what I understand, like,
168 00:22:42.930 ⇒ 00:22:50.129 Jasmin Multani: I think Robert mentioned that, like, most of the client meetings are on Thursdays and Fridays, is that… is that correct?
169 00:22:50.130 ⇒ 00:22:52.129 Amber Lin: Yeah, yeah, by end of week.
170 00:22:52.130 ⇒ 00:22:57.729 Jasmin Multani: So that means that, like, I should heavily lean in with you on Monday, Tuesday, and Wednesdays.
171 00:22:59.420 ⇒ 00:23:13.729 Amber Lin: Yeah, Mondays, maybe not as much, because I wouldn’t have much for you to review, but definitely Wednesday or later Tuesday is a good time. Like, for example, I would be… I know you have more time in the afternoons, so…
172 00:23:13.730 ⇒ 00:23:25.650 Amber Lin: maybe I would produce something, and have you… let you review maybe Tuesday night, or Wednesday night, and then in the next day, I’ll make the changes that you propose.
173 00:23:26.550 ⇒ 00:23:27.310 Jasmin Multani: Okay.
174 00:23:27.740 ⇒ 00:23:28.410 Jasmin Multani: Yeah.
175 00:23:28.410 ⇒ 00:23:33.520 Amber Lin: Elements meetings on Thursday, so Thursday at our noontime-ish, I think.
176 00:23:34.170 ⇒ 00:23:41.999 Amber Lin: And then Eden’s meeting, I am not too sure about. I think Robert has it bi-weekly with them.
177 00:23:44.300 ⇒ 00:23:50.169 Jasmin Multani: I’m also trying to figure out when I could just do, like, open-ended office hours for, like.
178 00:23:50.790 ⇒ 00:24:04.249 Jasmin Multani: I just log on into a Zoom chat, and if anyone wants… if you want to, like, drop in and be like, hey, this didn’t make sense to me, this feedback didn’t make sense to me, can we talk about it? That could also be, like, an open space.
179 00:24:04.680 ⇒ 00:24:15.359 Amber Lin: Yeah, I’m happy to do that. As long as your calendar’s up to date, I can always find a slot that works for you, especially if we’re in the same time zone, it’ll be easier.
180 00:24:15.650 ⇒ 00:24:16.330 Jasmin Multani: Yay.
181 00:24:16.600 ⇒ 00:24:21.689 Jasmin Multani: Yeah, I think this week I just was practicing what’s a good…
182 00:24:21.840 ⇒ 00:24:32.119 Jasmin Multani: schedule, to balance, so… I think, I think I’ve gotten a sense of, like, how to make it consistent with other priorities.
183 00:24:33.030 ⇒ 00:24:33.550 Amber Lin: Okay.
184 00:24:33.840 ⇒ 00:24:44.899 Amber Lin: Sounds good. Let me… let me check. Usually, what time would you be free? Is it the time where you blocked off as available?
185 00:24:46.080 ⇒ 00:24:52.000 Jasmin Multani: Yeah, so if you… if it says available, that means, you can talk to me, like, for…
186 00:24:52.830 ⇒ 00:24:55.700 Jasmin Multani: Or that’s what I’m planning on doing.
187 00:24:56.580 ⇒ 00:24:58.159 Amber Lin: Maybe forge work?
188 00:24:58.220 ⇒ 00:24:59.550 Jasmin Multani: Okay.
189 00:25:00.730 ⇒ 00:25:06.669 Jasmin Multani: I might be changing availability slots based off of, like, other priorities, but…
190 00:25:06.670 ⇒ 00:25:13.089 Amber Lin: Yeah, that’s totally okay. As long as I can see on the calendar, like, I’ll find a time that works for us.
191 00:25:13.340 ⇒ 00:25:15.500 Jasmin Multani: Okay, perfect.
192 00:25:15.630 ⇒ 00:25:21.720 Jasmin Multani: And then I’ll make sure my out-of-office hours are consistent as well in the middle of the day.
193 00:25:22.220 ⇒ 00:25:30.609 Amber Lin: Yeah, cool. Sounds good. I know you have to hop in 4 minutes. I can run through what I’m doing for Eden.
194 00:25:30.610 ⇒ 00:25:31.420 Jasmin Multani: Sure.
195 00:25:31.420 ⇒ 00:25:32.920 Amber Lin: So, right now.
196 00:25:33.190 ⇒ 00:25:47.630 Amber Lin: their reporting, because Eden gets very complex, we have… because they have so many products, and then per pharmacy, and it’s different because the drug has different strengths, and they have different,
197 00:25:48.060 ⇒ 00:26:00.980 Amber Lin: sizes, and then so it’s different dosages and doses. So that makes their reporting very hard to do. So what I’m trying to do right now is help them
198 00:26:01.100 ⇒ 00:26:09.700 Amber Lin: First, step one, map their actual pharmacy COGS, so that includes, like, the
199 00:26:09.770 ⇒ 00:26:21.309 Amber Lin: product costs, and then shipping costs, and if they have other, fulfillment costs, to map that to their list of products. And then.
200 00:26:21.310 ⇒ 00:26:35.370 Amber Lin: will be able to use that to actually calculate their operational margin. Because right now, all they’re reporting is, finance-like, money in, money out. They don’t really look at it, because at a product level, because they just
201 00:26:35.490 ⇒ 00:26:39.950 Amber Lin: weren’t able to. So that… that’s my goal there, to help them
202 00:26:40.380 ⇒ 00:26:58.180 Amber Lin: map it out so they can do forecasting, they can then look at the actual COGS and profit margins and see where they can adjust to reduce things. So, like, that’s the overall goal. Right now, I am trying to figure out how to map
203 00:26:58.570 ⇒ 00:27:02.040 Amber Lin: Their costs to their products.
204 00:27:03.180 ⇒ 00:27:04.320 Jasmin Multani: Yeah.
205 00:27:04.740 ⇒ 00:27:08.000 Jasmin Multani: a taxonomy, you’re kind of creating the taxonomy for them?
206 00:27:08.000 ⇒ 00:27:13.290 Amber Lin: I’m still thinking about, like, how you can help review this, though.
207 00:27:14.250 ⇒ 00:27:20.409 Jasmin Multani: Okay. What do you have so far? Or, like, do you have, like, a doc going, a spreadsheet, or…
208 00:27:20.410 ⇒ 00:27:30.439 Amber Lin: Yeah, I have… I was able to grab… What’s… No, it’s not that one.
209 00:27:32.950 ⇒ 00:27:36.599 Amber Lin: So, for Eden, I was able to grab…
210 00:27:36.780 ⇒ 00:27:41.569 Amber Lin: all of the product names by pharmacy. You can see they have
211 00:27:41.580 ⇒ 00:27:58.209 Amber Lin: the name, which is more like a plan, and under that, there’s different doses, and then this is what I’m trying to find, where it is, because Basque, which handles their orders, doesn’t give us an API for this. It’s in their UI, so I’m trying to find that out.
212 00:27:59.960 ⇒ 00:28:00.810 Jasmin Multani: Mmm.
213 00:28:01.610 ⇒ 00:28:04.260 Jasmin Multani: So are you, like, scrubbing from the name, or…
214 00:28:04.260 ⇒ 00:28:18.150 Amber Lin: this, you have these… yeah, for… this is per name, so this is pharmacy. This is, for example, this is a plan, and under the plan, there’s different doses, and for each of the dose, the… the,
215 00:28:19.170 ⇒ 00:28:27.240 Amber Lin: Say, the strength… The strength… oh, sorry. Strength, dosage, dose, they’re kind of different.
216 00:28:27.420 ⇒ 00:28:34.029 Amber Lin: And I’ve also met with the clients and got from them…
217 00:28:34.910 ⇒ 00:28:42.379 Amber Lin: Okay, you have one more minute. I got the pricing stuff, so this is one of the pharmacies, so per pharmacy.
218 00:28:42.770 ⇒ 00:28:45.849 Amber Lin: they have… The product.
219 00:28:45.960 ⇒ 00:28:56.919 Amber Lin: depending on their strength and their package size, there’s different prices, and then there’s the actual medication cost, there’s a fulfillment cost, because they do it from.
220 00:28:56.920 ⇒ 00:28:57.610 Jasmin Multani: Like…
221 00:28:57.680 ⇒ 00:29:00.320 Amber Lin: They source it from another, like.
222 00:29:00.750 ⇒ 00:29:17.949 Amber Lin: producer, manufacturer, and then there’s the shipping cost with the pharmacy’s cover. So, it feels a little bit tedious, so I’m trying to find out… I’m just gonna confirm with the clients, hey, is this information I’m seeing from the system correct?
223 00:29:18.230 ⇒ 00:29:18.580 Jasmin Multani: Yeah.
224 00:29:18.580 ⇒ 00:29:21.960 Amber Lin: The map to this, because the names don’t match up, and the.
225 00:29:21.960 ⇒ 00:29:22.620 Jasmin Multani: Packers.
226 00:29:22.620 ⇒ 00:29:29.850 Amber Lin: don’t match up, so I am currently, confirming with.
227 00:29:30.430 ⇒ 00:29:35.240 Jasmin Multani: Honestly, I would almost make them validate line by line.
228 00:29:35.730 ⇒ 00:29:42.240 Amber Lin: Yeah, I would… I just want to confirm, like, hey, what I’m… is what I’m seeing in the system, this is their, like…
229 00:29:42.740 ⇒ 00:29:49.180 Amber Lin: medication orders and all that. There’s… this is their system that we’re trying to help them replace. So there’s another
230 00:29:49.680 ⇒ 00:30:05.189 Amber Lin: building a new system for that. But I’m trying to say, hey, are these fields the right thing to use for… for matching? Because they… to me, they don’t match up, so I’m just confirming that, and once they confirm, I’ll know a little bit more.
231 00:30:05.400 ⇒ 00:30:13.959 Jasmin Multani: I would also ask them how often, like, how that information is uploaded, and how often it’s updated.
232 00:30:15.130 ⇒ 00:30:16.620 Jasmin Multani: Makes sense.
233 00:30:17.210 ⇒ 00:30:24.670 Jasmin Multani: Yeah, I think if it’s, like, a manual process on their end, and they’re not being consistent in their process, like, that’s probably re…
234 00:30:24.840 ⇒ 00:30:30.750 Jasmin Multani: I’m assuming that’s why… You’re not seeing the same information consistently.
235 00:30:30.750 ⇒ 00:30:48.779 Amber Lin: Yeah, yeah, makes sense, because they get information for so many different sources, like, the pricing’s from the pharmacies that they’re negotiating. This is their teams entering on the system, and then the doctors are assigning the dosages, so they have many different sources.
236 00:30:51.570 ⇒ 00:30:52.249 Jasmin Multani: Let me make a noise.
237 00:30:52.250 ⇒ 00:31:01.739 Amber Lin: Okay, so that’s just some pretext. I’ll… I’ll let you… I’ll tag you as I send updates in our internal Eden channel, so I’ll keep you in the loop.
238 00:31:02.000 ⇒ 00:31:09.579 Amber Lin: And ideally, I’ll have something for you to review by end of this week, because I know Robert wants to see,
239 00:31:10.050 ⇒ 00:31:12.210 Amber Lin: Like, how that… how that works out.
240 00:31:13.020 ⇒ 00:31:14.160 Jasmin Multani: Yep, sounds good.
241 00:31:14.320 ⇒ 00:31:16.389 Amber Lin: Okay, yeah, thank you for the meeting.
242 00:31:16.390 ⇒ 00:31:18.140 Jasmin Multani: Alright, thank you, I’ll see you, bye.