Meeting Title: Operations Planning Date: 2025-03-20 Meeting participants: Mariane Cequina, Nicolas Sucari, Uttam Kumaran
WEBVTT
1 00:02:29.630 ⇒ 00:02:31.969 Nicolas Sucari: Hi, Marianne, how are you?
2 00:02:33.950 ⇒ 00:02:36.010 Mariane Cequina: Hello, yeah. I’m doing good.
3 00:02:55.590 ⇒ 00:02:57.820 Nicolas Sucari: Let me ping utam
4 00:02:58.420 ⇒ 00:02:59.160 Mariane Cequina: Okay.
5 00:04:29.450 ⇒ 00:04:31.609 Mariane Cequina: should we? Hello, Nico, are you still there?
6 00:04:32.040 ⇒ 00:04:32.440 Nicolas Sucari: Thank you.
7 00:04:32.440 ⇒ 00:04:32.760 Mariane Cequina: Include
8 00:04:32.760 ⇒ 00:04:33.260 Nicolas Sucari: Cheers.
9 00:04:33.260 ⇒ 00:04:38.819 Mariane Cequina: Should we include someone from AI team? Or would it be just us?
10 00:04:39.220 ⇒ 00:04:40.539 Mariane Cequina: Not yet. Not yet.
11 00:04:40.870 ⇒ 00:04:41.280 Mariane Cequina: Okay.
12 00:04:41.280 ⇒ 00:04:52.019 Nicolas Sucari: Wait. I think we need to to do some triage on the tasks that we have to kind of clean a little bit and and kind of decide on what will be the priorities
13 00:04:52.460 ⇒ 00:04:52.870 Mariane Cequina: Okay.
14 00:04:52.870 ⇒ 00:05:01.489 Nicolas Sucari: Of our tasks, and once we have cleared that out we do them. We can go to the AI team and ask and work together to
15 00:05:01.940 ⇒ 00:05:05.069 Nicolas Sucari: just to like to. Yeah, to make things happen. Okay.
16 00:05:05.070 ⇒ 00:05:07.439 Mariane Cequina: Okay, okay, there we go.
17 00:05:11.000 ⇒ 00:05:14.750 Nicolas Sucari: From the finance team that we met yesterday. Any
18 00:05:15.480 ⇒ 00:05:18.380 Nicolas Sucari: any question, anything you wanted to ask about
19 00:05:19.625 ⇒ 00:05:30.500 Mariane Cequina: Nothing. I don’t be actually in operations. We don’t take me personally. I don’t usually handle anything regarding financial. Are you talking about the the
20 00:05:30.500 ⇒ 00:05:31.240 Nicolas Sucari: Yeah, yeah, yeah.
21 00:05:31.240 ⇒ 00:05:40.010 Mariane Cequina: Yeah, we don’t. I don’t actually handle the financial. Just organize things and then fill out the contract
22 00:05:41.180 ⇒ 00:05:46.920 Mariane Cequina: more like that. So I never really did something crazy technical, I’d say
23 00:05:47.110 ⇒ 00:05:52.730 Nicolas Sucari: Okay. But do you have access to these different drive? Drive folder with the contracts and all of that right
24 00:05:53.130 ⇒ 00:05:54.080 Mariane Cequina: Yeah.
25 00:05:54.790 ⇒ 00:05:57.620 Nicolas Sucari: So what’s the folder for that
26 00:05:58.882 ⇒ 00:06:03.860 Mariane Cequina: It’s actually finance. I’m not sure. Because I yeah, it’s
27 00:06:03.860 ⇒ 00:06:06.310 Nicolas Sucari: Sure. Oh, okay. Finance. Wait.
28 00:06:06.310 ⇒ 00:06:11.399 Mariane Cequina: Yeah, maybe maybe you can PIN autumn about it, cause I’m not sure if I can send it
29 00:06:12.400 ⇒ 00:06:13.970 Nicolas Sucari: The contracts. Okay, yeah, okay, I get it.
30 00:06:14.980 ⇒ 00:06:15.510 Nicolas Sucari: Don’t worry.
31 00:06:18.430 ⇒ 00:06:27.212 Mariane Cequina: I mean, sometimes it will share like, for example, channel in slack that involves confidentiality.
32 00:06:28.206 ⇒ 00:06:31.140 Mariane Cequina: Maybe it’s better to ask them for that. Yeah.
33 00:06:32.940 ⇒ 00:06:33.570 Nicolas Sucari: Okay.
34 00:06:34.100 ⇒ 00:06:35.020 Mariane Cequina: Okay.
35 00:06:36.000 ⇒ 00:06:37.699 Nicolas Sucari: Oh, I can’t access. Don’t worry.
36 00:06:38.110 ⇒ 00:06:39.550 Mariane Cequina: Okay. Great.
37 00:06:42.000 ⇒ 00:06:43.059 Nicolas Sucari: But yeah.
38 00:06:53.990 ⇒ 00:06:54.979 Nicolas Sucari: being able to
39 00:06:55.490 ⇒ 00:06:56.289 Uttam Kumaran: Hi guys
40 00:06:57.130 ⇒ 00:06:58.320 Nicolas Sucari: Oh, Hi! You Tom!
41 00:06:58.320 ⇒ 00:06:59.430 Uttam Kumaran: Hey! How are you?
42 00:07:00.350 ⇒ 00:07:01.699 Nicolas Sucari: Doing good. How are you
43 00:07:01.920 ⇒ 00:07:10.931 Uttam Kumaran: Good excited to kick this off back to my Pm. Job.
44 00:07:11.410 ⇒ 00:07:11.740 Mariane Cequina: I don’t know
45 00:07:13.330 ⇒ 00:07:15.230 Nicolas Sucari: Are you enjoying it or not at all.
46 00:07:15.230 ⇒ 00:07:22.449 Uttam Kumaran: I love it. I love it. I love whatever I can do around here, so I’ll I’ll I’ll be the janitor if I that’s what I need to do, so
47 00:07:22.900 ⇒ 00:07:24.100 Nicolas Sucari: That’s cool
48 00:07:24.800 ⇒ 00:07:25.780 Uttam Kumaran: How are you?
49 00:07:26.370 ⇒ 00:07:43.429 Nicolas Sucari: I’m fine doing fine. Yeah, I was. We were just talking with Marianne about yesterday meeting of the that finance team. I think it’s really interesting. But I think we’ll need a little bit more context on everything that’s going on right. Because
50 00:07:43.430 ⇒ 00:07:46.129 Uttam Kumaran: Part of the business that is literally only
51 00:07:46.350 ⇒ 00:07:47.720 Nicolas Sucari: Yeah, it’s head. I know.
52 00:07:47.720 ⇒ 00:07:52.610 Uttam Kumaran: It’s that’s the whole thing around, like I’m the only one looking at the money
53 00:07:53.110 ⇒ 00:07:54.430 Nicolas Sucari: Yeah, which is
54 00:07:54.610 ⇒ 00:08:03.350 Uttam Kumaran: Like it is what it is. But that’s definitely something where the reason why I looped you all in is because, yeah, they’re gonna have a lot of questions for us
55 00:08:03.640 ⇒ 00:08:14.699 Uttam Kumaran: and around contracts around how we’re doing billing around, what reporting we need. We’re gonna try to do all this healthcare stuff. So there’s gonna be a lot of stuff coming down the pipeline for sure.
56 00:08:15.810 ⇒ 00:08:18.892 Nicolas Sucari: Okay, no. But that’s fine. I mean,
57 00:08:19.490 ⇒ 00:08:23.660 Nicolas Sucari: yeah, maybe we all need at some point to go deep and
58 00:08:23.880 ⇒ 00:08:48.719 Nicolas Sucari: dive a little bit into quickbooks, into the spreadsheets that you have into. Where we have, like all the contracts and where we want the contracts to be for our clients for team members how to manage all that information. And that’s fine. Like to have that team to help us kind of set up all of that like from scratch. Maybe I know we have like a lot of things that you did. And you have, like all the information in your computer, in your head or anywhere
59 00:08:48.830 ⇒ 00:08:54.849 Nicolas Sucari: but having them kind of help us to set that up like that new kind of structure. It’s gonna be super useful
60 00:08:55.210 ⇒ 00:08:56.650 Uttam Kumaran: Okay, I agree.
61 00:08:58.110 ⇒ 00:08:58.670 Nicolas Sucari: Cool.
62 00:09:01.900 ⇒ 00:09:04.569 Uttam Kumaran: Okay, let me pull up a couple of things on my side.
63 00:09:05.300 ⇒ 00:09:08.760 Nicolas Sucari: Okay, did you check the linear board?
64 00:09:08.760 ⇒ 00:09:09.290 Uttam Kumaran: Yes.
65 00:09:09.290 ⇒ 00:09:14.659 Nicolas Sucari: Kind of high level tasks. We need to keep adding stuff things together.
66 00:09:14.660 ⇒ 00:09:19.359 Uttam Kumaran: Yeah. So I’m gonna go through a similar exercise today that I did with the marketing team yesterday.
67 00:09:19.490 ⇒ 00:09:21.700 Uttam Kumaran: Let me just copy some stuff over.
68 00:09:57.760 ⇒ 00:10:01.290 Uttam Kumaran: Oh, wait.
69 00:10:15.770 ⇒ 00:10:37.770 Uttam Kumaran: Okay, let me know if this is like too much to see. But I just want to have linear on one side and have notion on the other side, and what I what I walk through with the design team yesterday is just I wanted to kind of look through all the tickets, but the same time sort of work through what our statuses are, what our ticket types are, and sort of get a sense for all the work that we
70 00:10:37.900 ⇒ 00:10:40.420 Uttam Kumaran: that we have right?
71 00:10:40.820 ⇒ 00:10:44.410 Uttam Kumaran: One of the things that I’m gonna do here is
72 00:10:44.990 ⇒ 00:10:50.949 Uttam Kumaran: I’m just gonna start a document here. And again, we can clean this whole board up later.
73 00:10:54.010 ⇒ 00:11:00.540 Uttam Kumaran: And I’m just gonna call it operations processes broadly.
74 00:11:09.780 ⇒ 00:11:18.889 Uttam Kumaran: so these are sort of the questions I’m asking is like, what type of projects do we have? What meetings do we have? What type of deliverables do we usually have?
75 00:11:19.060 ⇒ 00:11:22.490 Uttam Kumaran: What are the statuses by type?
76 00:11:22.870 ⇒ 00:11:25.040 Uttam Kumaran: How do we prioritize
77 00:11:25.597 ⇒ 00:11:32.200 Uttam Kumaran: and then we sort of just can work on like other Faqs, sort of the way. I’m sort of working on documentation, for
78 00:11:32.240 ⇒ 00:11:54.280 Uttam Kumaran: the whole company is like this, like FAQ based documentation, meaning for anyone to come in and and be like, Hey, I’m new to the operations. What do we do? They should be able to any question they have, which is like, Okay, what? How do we? What type of projects do we take? What meetings do we have. I want it to be sort of in this FAQ process, even on engineering side. I’m asking to do this. This is also gonna be helpful
79 00:11:54.280 ⇒ 00:12:05.860 Uttam Kumaran: for us to eventually have part of our AI. And so, having this documentation in the FAQ. Base will allow us to pair those questions better. When people ask questions in slack, they can quickly find the answer.
80 00:12:06.517 ⇒ 00:12:16.570 Uttam Kumaran: So from my, I’ll just explain what my understanding of what we’ve taken on so far is, and then let’s maybe just have
81 00:12:18.100 ⇒ 00:12:23.209 Uttam Kumaran: a discussion. And ideally, you know, I think we have a bit of time here. I may need to jump
82 00:12:23.320 ⇒ 00:12:26.310 Uttam Kumaran: in an hour. That’s fine! Don’t worry.
83 00:12:26.310 ⇒ 00:12:29.610 Uttam Kumaran: I’m waiting for a client meeting to get approved
84 00:12:29.760 ⇒ 00:12:33.120 Nicolas Sucari: This is great. Let’s get started and see how much we can achieve. Yeah.
85 00:12:33.120 ⇒ 00:12:34.160 Uttam Kumaran: Okay. So
86 00:12:36.420 ⇒ 00:12:51.239 Uttam Kumaran: let’s 1st talk about, just let me just look through. And I’m gonna just narrow what I see in linear. And then we can talk about what we’re missing or what exists. I know we also had a bunch of tasks here in operation, so tell me what the difference like is this, do we consider this everything? Do we consider
87 00:12:51.240 ⇒ 00:12:52.600 Uttam Kumaran: so just to some of it
88 00:12:52.730 ⇒ 00:13:10.899 Nicolas Sucari: This is kind of we did an exercise last week. We didn’t move everything that we had from notion to linear. We just started to think about like, what are the top priorities try to add the ideas that we have we discussed in the last meetings. Add them there. There are still things that we need to add in there definitely. Yeah.
89 00:13:12.230 ⇒ 00:13:17.480 Uttam Kumaran: Okay. Summation summary of time and operations. Tell me what this is
90 00:13:18.280 ⇒ 00:13:30.040 Mariane Cequina: It’s actually the last time that you told us to create like a timeline of tasks. So in automation, once we automate the operations, we can compare something like that
91 00:13:31.020 ⇒ 00:13:33.369 Uttam Kumaran: Oh, I see. Okay.
92 00:13:33.370 ⇒ 00:13:37.509 Nicolas Sucari: Yeah, we talked about like to start kind of measuring. How much time do we
93 00:13:37.510 ⇒ 00:13:38.080 Mariane Cequina: Yeah.
94 00:13:38.080 ⇒ 00:13:46.860 Nicolas Sucari: Need to like, kind of finish up these kind of recurrent operations tasks so that we can then think of automating and see where, like the
95 00:13:47.540 ⇒ 00:13:51.100 Nicolas Sucari: biggest pain point in terms of time spending is
96 00:13:51.730 ⇒ 00:13:56.599 Uttam Kumaran: Okay, this makes sense. This makes sense. This makes sense. This makes sense.
97 00:13:58.069 ⇒ 00:14:03.510 Uttam Kumaran: This makes sense great. So let’s talk about
98 00:14:04.120 ⇒ 00:14:07.260 Uttam Kumaran: the types of projects that we have
99 00:14:08.140 ⇒ 00:14:08.890 Nicolas Sucari: So it’s
100 00:14:08.890 ⇒ 00:14:11.650 Uttam Kumaran: I want to talk about like everything, right? Even the stuff that’s in
101 00:14:12.360 ⇒ 00:14:18.620 Uttam Kumaran: the operations notion. So yeah, feel free to go ahead. And I’ll just sort of take notes, and I can add what I think as well
102 00:14:19.050 ⇒ 00:14:19.750 Nicolas Sucari: So
103 00:14:20.415 ⇒ 00:14:29.344 Nicolas Sucari: the last couple of weeks the like most tasks were about people, right? New team members
104 00:14:29.870 ⇒ 00:14:30.590 Mariane Cequina: On boarding
105 00:14:30.590 ⇒ 00:14:34.880 Nicolas Sucari: Onboarding, all of them creating like, the
106 00:14:35.010 ⇒ 00:14:41.559 Nicolas Sucari: yeah, we created like a week, some slides to kind of on board them. We barely
107 00:14:41.730 ⇒ 00:15:02.719 Nicolas Sucari: yeah, just a little bit of information. We need to improve that. But yeah, it’s on boarding off boarding, giving access to everyone that’s inside of boarding, maybe to every tool trying to understand what they are gonna need sending. I I think it’s sending also the contracts creating, like each kind of legal document that we need.
108 00:15:03.080 ⇒ 00:15:11.470 Nicolas Sucari: That’s kind of our was kind of our yeah main things for the last 2 2 weeks. I guess
109 00:15:11.470 ⇒ 00:15:11.900 Uttam Kumaran: Okay.
110 00:15:11.900 ⇒ 00:15:13.300 Nicolas Sucari: Maybe Marianne right?
111 00:15:13.300 ⇒ 00:15:14.339 Mariane Cequina: Yeah.
112 00:15:14.940 ⇒ 00:15:16.500 Uttam Kumaran: So this all makes sense.
113 00:15:17.280 ⇒ 00:15:19.669 Uttam Kumaran: I’m gonna broadly put notion
114 00:15:19.670 ⇒ 00:15:20.340 Nicolas Sucari: Yeah.
115 00:15:20.530 ⇒ 00:15:23.630 Uttam Kumaran: I’m just gonna a project like.
116 00:15:24.730 ⇒ 00:15:27.440 Uttam Kumaran: I sort of see this team as owning like
117 00:15:28.240 ⇒ 00:15:34.859 Nicolas Sucari: Owning how our core tools are used. Right? I would say, to date. I’ve owned like sort of how slack is used
118 00:15:34.990 ⇒ 00:15:37.560 Uttam Kumaran: Yeah, just cause like
119 00:15:38.040 ⇒ 00:15:46.130 Uttam Kumaran: that has. That is the biggest tax on everybody. Because while our whole company works there, so one of the things to know about these tools is
120 00:15:46.750 ⇒ 00:15:50.549 Uttam Kumaran: commonly what happens is we start to build and build and build.
121 00:15:50.760 ⇒ 00:16:03.810 Uttam Kumaran: But we build for for our team. But then quickly, as those tools get too expansive, we almost need more people on our side to even manage the tool. So one thing to know is like for notion. Slack.
122 00:16:03.910 ⇒ 00:16:08.739 Uttam Kumaran: We we’re gonna this team will work on a constant, maybe a 1 month. Looking at.
123 00:16:09.310 ⇒ 00:16:15.350 Uttam Kumaran: How do we reduce complexity and make those tools work better for our employees. So I do think that
124 00:16:15.660 ⇒ 00:16:19.629 Uttam Kumaran: I think around, I think about notion. Here. I think about slack.
125 00:16:20.060 ⇒ 00:16:20.909 Uttam Kumaran: I think about
126 00:16:20.910 ⇒ 00:16:21.540 Nicolas Sucari: Yeah, maybe
127 00:16:21.896 ⇒ 00:16:29.760 Uttam Kumaran: Linear, I think about zoom right? I think those are the 4 main areas of communication for us.
128 00:16:31.990 ⇒ 00:16:32.620 Nicolas Sucari: Yeah.
129 00:16:33.158 ⇒ 00:16:42.979 Nicolas Sucari: Regarding, yeah, the the notion stuff we already discussed. And that’s why we have like a task in linear. That’s called clean notion pages removing whole task. Queue.
130 00:16:43.410 ⇒ 00:17:10.699 Nicolas Sucari: The idea is to to yeah. Just remove all that databases when we feel that we are in a good place in linear that we can be running everything there. We can get rid of all of the task databases that we have in notion and just use or understand if that structure that we have with different home pages for each team and client will work to have, like all the documentation regarding each of those, or, if we need to think of a different structure. But that was the idea
131 00:17:11.099 ⇒ 00:17:13.319 Nicolas Sucari: to clean that. That up in notion
132 00:17:13.710 ⇒ 00:17:19.240 Uttam Kumaran: Okay, so notion. Slack linear zoom, all of those
133 00:17:19.400 ⇒ 00:17:25.885 Nicolas Sucari: Yeah, maybe we can. We can create kind of a type for all of those ones that’s called kind of
134 00:17:26.619 ⇒ 00:17:28.239 Nicolas Sucari: team communication or team
135 00:17:28.240 ⇒ 00:17:31.810 Uttam Kumaran: Yeah, I know in projects. So projects.
136 00:17:32.710 ⇒ 00:17:35.359 Uttam Kumaran: I feel like we’re gonna have work
137 00:17:36.500 ⇒ 00:17:42.030 Uttam Kumaran: between each of these. So I do want, I think keeping it separate is fine, because
138 00:17:42.030 ⇒ 00:17:42.520 Mariane Cequina: Okay.
139 00:17:43.330 ⇒ 00:17:46.329 Uttam Kumaran: Can do like sub projects. But like.
140 00:17:46.540 ⇒ 00:17:55.560 Uttam Kumaran: I think it’s fine, like, I think, just having these is okay. I’m gonna include meetings here meetings I think about is like all company meet like
141 00:17:55.700 ⇒ 00:18:00.810 Uttam Kumaran: this is where our Pm’s now. So I think about like
142 00:18:01.860 ⇒ 00:18:05.010 Uttam Kumaran: almost like meetings, is another tool.
143 00:18:05.600 ⇒ 00:18:13.619 Uttam Kumaran: right? So like, bear with me. It’s like meetings is another thing that this team needs to make sure that anybody who books a meeting
144 00:18:13.810 ⇒ 00:18:29.379 Uttam Kumaran: has the tools available to do a couple of things like record them, whatever they need to be set up on zoom and then so so like, I sort of see this as like partly zoom, but also a couple of meetings that I would say this team owns that.
145 00:18:29.790 ⇒ 00:18:34.550 Uttam Kumaran: apart from like that, they go successfully right. So I think of this as like all company meetings.
146 00:18:36.704 ⇒ 00:18:40.630 Uttam Kumaran: I think of this as like, like.
147 00:18:43.870 ⇒ 00:18:48.350 Uttam Kumaran: sort of like meeting time, I mean, yeah, I guess
148 00:18:48.693 ⇒ 00:18:53.156 Nicolas Sucari: Think it’s like kind of meeting meeting schedule of each team. Kind of
149 00:18:54.700 ⇒ 00:19:02.900 Nicolas Sucari: yeah, maybe meeting schedule. Maybe what you talked about recordings and kind of zoom setup. It’s inside. Zoom.
150 00:19:03.100 ⇒ 00:19:04.440 Nicolas Sucari: yeah, right?
151 00:19:05.920 ⇒ 00:19:12.539 Uttam Kumaran: I’m just gonna broadly say, recordings. And recording, yeah, I’m just gonna say, recording management
152 00:19:12.730 ⇒ 00:19:13.340 Nicolas Sucari: Yeah.
153 00:19:14.330 ⇒ 00:19:15.889 Uttam Kumaran: And I’m also going to say
154 00:19:16.030 ⇒ 00:19:22.609 Uttam Kumaran: the work around AI transcription, right? So this is where this team I’m gonna start to blend. How you guys become
155 00:19:22.870 ⇒ 00:19:25.330 Uttam Kumaran: the stakeholders for the AI team
156 00:19:25.330 ⇒ 00:19:26.510 Nicolas Sucari: Yeah, exactly.
157 00:19:26.510 ⇒ 00:19:27.170 Mariane Cequina: Okay.
158 00:19:27.170 ⇒ 00:19:37.340 Uttam Kumaran: So I think this is, this is great. Let’s talk about. So we have all company meetings meeting scheduled. So I want to talk about analytics here.
159 00:19:37.690 ⇒ 00:19:45.229 Uttam Kumaran: So I will. So for me, what’s most important is that this team, every team is gonna have some dashboard that we look at.
160 00:19:47.070 ⇒ 00:19:56.840 Uttam Kumaran: we’re pretty. We’re pretty far from having it. But there are key metrics that I look at for what this team is doing. Right? So I look at I want to look at like
161 00:19:57.350 ⇒ 00:20:08.749 Uttam Kumaran: I kind of want to look at overall, what things are happening and what tasks we’re taking on. So this is definitely like, I want to look at tasks by category. And this will be from linear.
162 00:20:09.867 ⇒ 00:20:15.729 Uttam Kumaran: I also wanna look at company time in meeting.
163 00:20:15.910 ⇒ 00:20:22.370 Uttam Kumaran: I want to look at headcount growth.
164 00:20:23.895 ⇒ 00:20:25.574 Uttam Kumaran: I want to look at
165 00:20:29.340 ⇒ 00:20:33.740 Uttam Kumaran: another. So there’s probably another thing here that’s more regarding
166 00:20:36.910 ⇒ 00:20:41.130 Nicolas Sucari: Do you want to add, like a theory or a type for finance, legal and all of that
167 00:20:41.130 ⇒ 00:20:44.939 Uttam Kumaran: Yeah, so allocation and assignments
168 00:20:45.520 ⇒ 00:20:46.190 Nicolas Sucari: It’s a priority
169 00:20:46.190 ⇒ 00:20:49.935 Uttam Kumaran: So I’m gonna I’m gonna look at here, which is
170 00:20:52.014 ⇒ 00:20:58.879 Uttam Kumaran: like allocation. So this is gonna be like allocation metrics. This is, gonna be?
171 00:20:59.323 ⇒ 00:21:03.146 Uttam Kumaran: What is this? What did they say like availability, or what was the word
172 00:21:05.914 ⇒ 00:21:09.769 Nicolas Sucari: Yeah, maybe some metrics
173 00:21:09.770 ⇒ 00:21:10.420 Uttam Kumaran: Tricks.
174 00:21:10.830 ⇒ 00:21:15.909 Nicolas Sucari: Do, do you? Do you wanna add something regarding clockify like our spends
175 00:21:16.460 ⇒ 00:21:19.910 Uttam Kumaran: Yeah, I guess I’m just gonna I guess what I’m gonna do is just.
176 00:21:20.440 ⇒ 00:21:24.169 Uttam Kumaran: I guess, kind of like, one thing I want to do here is maybe just organize this into like
177 00:21:24.420 ⇒ 00:21:28.729 Uttam Kumaran: it’s a if I just start at the dashboard level. So I want to look at things like
178 00:21:32.310 ⇒ 00:21:33.859 Uttam Kumaran: I wanna look at things.
179 00:21:33.860 ⇒ 00:21:38.560 Nicolas Sucari: Say, like, Yeah, headcount number of projects. Maybe, like, I’m thinking, in a dashboard, right? Like,
180 00:21:41.830 ⇒ 00:21:46.749 Nicolas Sucari: our spend per project. All of those kind of stuff to understand all of the metrics
181 00:21:46.750 ⇒ 00:21:48.220 Uttam Kumaran: Efficiency.
182 00:21:48.600 ⇒ 00:21:49.290 Nicolas Sucari: Yeah.
183 00:21:49.790 ⇒ 00:21:50.660 Uttam Kumaran: Dashboard!
184 00:21:56.940 ⇒ 00:22:02.300 Nicolas Sucari: There is something else that we can also kind of track. I guess that is
185 00:22:02.300 ⇒ 00:22:02.850 Uttam Kumaran: Think.
186 00:22:05.940 ⇒ 00:22:07.120 Nicolas Sucari: But I’m not sure
187 00:22:08.480 ⇒ 00:22:12.220 Mariane Cequina: I think how many people are part time and full time. We don’t have that
188 00:22:13.150 ⇒ 00:22:14.000 Uttam Kumaran: Yeah.
189 00:22:14.360 ⇒ 00:22:16.900 Nicolas Sucari: We need to create a people database or something like that.
190 00:22:17.370 ⇒ 00:22:19.380 Nicolas Sucari: with all the info for each
191 00:22:23.640 ⇒ 00:22:26.609 Uttam Kumaran: So yeah, engineering efficiency.
192 00:22:27.220 ⇒ 00:22:35.100 Uttam Kumaran: I wanna do it like, internal theme efficiency.
193 00:23:18.100 ⇒ 00:23:24.460 Uttam Kumaran: okay, I think this is fine for now, yeah, I wanna I wanna add a category here.
194 00:23:24.890 ⇒ 00:23:29.500 Uttam Kumaran: That’s around finance.
195 00:23:31.560 ⇒ 00:23:37.020 Uttam Kumaran: I’m gonna say, legal. Gonna say, h, I’m gonna say, people hr, it’s all here.
196 00:23:39.870 ⇒ 00:23:50.940 Uttam Kumaran: This is, gonna be everything like contract and document the contract storage contract issuing
197 00:23:52.451 ⇒ 00:23:57.629 Uttam Kumaran: new contract. So I’m gonna say, I’m just gonna say, contract development.
198 00:23:58.880 ⇒ 00:24:06.370 Uttam Kumaran: this is something that I handle right now, finance, this is gonna be month. And closing.
199 00:24:06.520 ⇒ 00:24:13.060 Uttam Kumaran: This is gonna be ad hoc financial analysis.
200 00:24:13.770 ⇒ 00:24:15.370 Uttam Kumaran: But the pay later
201 00:24:15.370 ⇒ 00:24:16.959 Nicolas Sucari: Handle of that you’re talking about? Yeah.
202 00:24:17.310 ⇒ 00:24:22.620 Uttam Kumaran: Yeah, this is gonna so basically, this is gonna be like, month end close
203 00:24:22.620 ⇒ 00:24:23.550 Nicolas Sucari: More detail.
204 00:24:23.550 ⇒ 00:24:25.530 Uttam Kumaran: Financial analysis.
205 00:24:26.390 ⇒ 00:24:28.359 Nicolas Sucari: Tool stack experience, or something like that.
206 00:24:30.750 ⇒ 00:24:38.330 Uttam Kumaran: Yeah, I think also, yeah, that’s actually a really good one. So expense.
207 00:24:39.260 ⇒ 00:24:43.609 Uttam Kumaran: So it’s like expense. And it’s almost like a vendor
208 00:24:44.050 ⇒ 00:24:44.400 Nicolas Sucari: Yeah.
209 00:24:44.400 ⇒ 00:24:45.940 Uttam Kumaran: Vendor management.
210 00:24:48.600 ⇒ 00:24:56.178 Uttam Kumaran: This will be something that their team will be really good at teaching us like how to do best, and then we can go. We can also talk to.
211 00:24:57.250 ⇒ 00:24:59.939 Uttam Kumaran: We can talk to Vishnu a little bit about this as well.
212 00:25:01.820 ⇒ 00:25:04.500 Uttam Kumaran: Okay, how does this look so far
213 00:25:05.240 ⇒ 00:25:07.431 Nicolas Sucari: It looks great, I think.
214 00:25:08.000 ⇒ 00:25:16.809 Nicolas Sucari: like people hr, like there is a lot in in the onboarding. Maybe it’s a little bit mixed up with legal finance and all of that.
215 00:25:18.560 ⇒ 00:25:20.430 Nicolas Sucari: But yeah, I think this looks great
216 00:25:20.900 ⇒ 00:25:29.170 Uttam Kumaran: Yeah, I guess I’m gonna do onboarding. And here I’m gonna do 1st day, 1st week, 1st month.
217 00:25:29.530 ⇒ 00:25:31.249 Uttam Kumaran: 1st 3 months.
218 00:25:32.070 ⇒ 00:25:34.090 Uttam Kumaran: Okay, that’s fine.
219 00:25:37.940 ⇒ 00:25:43.960 Uttam Kumaran: Okay, I feel good with this. Let’s keep going. So process documentation, that’s also fine.
220 00:25:44.901 ⇒ 00:25:52.159 Uttam Kumaran: What are the types of deliverables that we typically have so types of deliverables.
221 00:25:52.400 ⇒ 00:26:03.340 Uttam Kumaran: These are like, these are like actions in ui, right? These are email communications.
222 00:26:03.790 ⇒ 00:26:07.140 Uttam Kumaran: These are spreadsheets.
223 00:26:08.710 ⇒ 00:26:09.290 Uttam Kumaran: Yes.
224 00:26:09.290 ⇒ 00:26:11.010 Nicolas Sucari: Properties. It’s on documents. Maybe
225 00:26:11.660 ⇒ 00:26:13.320 Uttam Kumaran: Spreadsheets and documents.
226 00:26:14.010 ⇒ 00:26:15.420 Uttam Kumaran: Creation.
227 00:26:25.806 ⇒ 00:26:27.519 Uttam Kumaran: these are
228 00:26:28.642 ⇒ 00:26:34.630 Uttam Kumaran: meetings. Or this is like, Yeah, I’m just gonna say, meetings under this will be like trainings. Maybe
229 00:26:49.910 ⇒ 00:26:50.470 Nicolas Sucari: Yep.
230 00:26:57.230 ⇒ 00:27:01.380 Nicolas Sucari: So, for example, setting up operating right
231 00:27:02.030 ⇒ 00:27:02.560 Uttam Kumaran: Yeah.
232 00:27:02.560 ⇒ 00:27:06.159 Nicolas Sucari: How would you that sections in ui? Okay.
233 00:27:06.160 ⇒ 00:27:10.710 Uttam Kumaran: I’m gonna just say software, something like that
234 00:27:13.310 ⇒ 00:27:18.089 Nicolas Sucari: Or sending a contract via documents, or that’s email
235 00:27:19.500 ⇒ 00:27:21.719 Uttam Kumaran: I would put that as here, like, document.
236 00:27:21.720 ⇒ 00:27:23.370 Uttam Kumaran: Okay, document, creation
237 00:27:25.000 ⇒ 00:27:28.649 Nicolas Sucari: Yeah, we need to have like a place to organize all of that.
238 00:27:29.120 ⇒ 00:27:33.540 Nicolas Sucari: That should be kind of also, yeah, document management. That’s fine.
239 00:27:34.280 ⇒ 00:27:41.879 Uttam Kumaran: Okay, okay, let’s that’s fine. So let’s talk about like meetings for this team. So one of the things that I told
240 00:27:42.350 ⇒ 00:27:44.660 Uttam Kumaran: marketing team is that
241 00:27:44.790 ⇒ 00:27:52.289 Uttam Kumaran: we should probably try to just run like 2 week sprints, and what we can do is we can start the week off with planning
242 00:27:52.900 ⇒ 00:27:58.750 Uttam Kumaran: what I’m doing for them is, I’m doing. Wednesday, Wednesday, and then Friday.
243 00:27:58.860 ⇒ 00:28:02.510 Uttam Kumaran: So Monday, Wednesday, Wednesday, Friday.
244 00:28:03.040 ⇒ 00:28:06.339 Uttam Kumaran: That way, it gives us data plan.
245 00:28:06.500 ⇒ 00:28:14.600 Uttam Kumaran: We will end up talking through one of these meetings. Anyways, it gives Wednesday as an opportunity to chat if we need to.
246 00:28:15.000 ⇒ 00:28:17.220 Uttam Kumaran: and then Friday, we’ll do a retro.
247 00:28:17.620 ⇒ 00:28:19.130 Uttam Kumaran: How do we feel about that?
248 00:28:20.310 ⇒ 00:28:25.740 Nicolas Sucari: So it’s 2 experience starting on Monday, ending the next Friday
249 00:28:25.740 ⇒ 00:28:27.289 Uttam Kumaran: Ending the following, Friday, yeah.
250 00:28:27.290 ⇒ 00:28:31.880 Nicolas Sucari: Kind of having 2 meetings on Wednesday, like 1st Wednesday and second Wednesday to check
251 00:28:32.180 ⇒ 00:28:37.201 Uttam Kumaran: Yeah, I mean, but it’s up to you like cause. So here’s here’s like, here’s the thing about
252 00:28:37.890 ⇒ 00:28:42.200 Uttam Kumaran: like for the design team, they have design reviews so
253 00:28:42.200 ⇒ 00:28:42.850 Nicolas Sucari: Yeah.
254 00:28:43.190 ⇒ 00:28:51.609 Uttam Kumaran: I’d like they will typically have design reviews every 2 or 3 days. So I’m like, if we can do that in one Wednesday, then let’s do that in one Wednesday
255 00:28:53.480 ⇒ 00:28:54.010 Uttam Kumaran: but
256 00:28:54.010 ⇒ 00:28:58.060 Nicolas Sucari: Are you gonna be available to do? Are you gonna be available to do that on Wednesdays?
257 00:28:59.490 ⇒ 00:29:06.639 Uttam Kumaran: Yeah. Starting next week, like the Pm’s are, the Pm’s. Are taking off a lot like I’m not. I’m not going to any stand ups or anything really
258 00:29:06.810 ⇒ 00:29:10.160 Nicolas Sucari: Oh, if not, we can do. Monday, Thursday, Tuesday, Friday.
259 00:29:10.950 ⇒ 00:29:12.989 Uttam Kumaran: Yeah, I mean, it’s up to you, like I would.
260 00:29:13.620 ⇒ 00:29:17.940 Uttam Kumaran: It’s like what it’s like, basically what this team needs. Like if we feel like.
261 00:29:18.230 ⇒ 00:29:20.310 Uttam Kumaran: I think what I think we could do.
262 00:29:21.290 ⇒ 00:29:28.929 Uttam Kumaran: I mean, I would rather like. My my goal is to try to stack as many meetings in a in a day
263 00:29:28.930 ⇒ 00:29:29.510 Nicolas Sucari: Fine.
264 00:29:30.250 ⇒ 00:29:36.909 Uttam Kumaran: Okay, so let’s just go with this for now. So Monday, we’re gonna do Wed Wednesdays
265 00:29:39.087 ⇒ 00:29:40.342 Uttam Kumaran: Wednesdays, as
266 00:29:40.970 ⇒ 00:29:41.550 Nicolas Sucari: I can.
267 00:29:41.550 ⇒ 00:29:47.850 Uttam Kumaran: Just check in, and if I can’t make it, we’ll do Async. That’s fine. And then Friday
268 00:29:48.170 ⇒ 00:29:53.670 Uttam Kumaran: I’ll do. Following Friday is retro.
269 00:29:55.900 ⇒ 00:29:57.280 Uttam Kumaran: What do you think, Marianne?
270 00:29:58.140 ⇒ 00:29:59.860 Mariane Cequina: Yeah, I’m totally okay with that.
271 00:30:00.150 ⇒ 00:30:08.280 Uttam Kumaran: Okay, I think that’s fine. Let’s try that for now. And then. Okay.
272 00:30:08.490 ⇒ 00:30:12.230 Uttam Kumaran: but let’s also talk about like statuses by type.
273 00:30:12.500 ⇒ 00:30:16.939 Uttam Kumaran: So again, we have these types of deliverables.
274 00:30:17.460 ⇒ 00:30:20.900 Uttam Kumaran: So in linear like, what do we think the
275 00:30:22.090 ⇒ 00:30:26.839 Uttam Kumaran: like statuses of these are, I mean for for our team. I feel like it’s
276 00:30:27.120 ⇒ 00:30:31.230 Uttam Kumaran: it’s actually not that complicated, at least upfront
277 00:30:31.630 ⇒ 00:30:32.050 Nicolas Sucari: Yeah.
278 00:30:32.050 ⇒ 00:30:34.810 Uttam Kumaran: The like, yeah.
279 00:30:34.810 ⇒ 00:30:40.000 Nicolas Sucari: So I I think we we need to have. Obviously, if you’re thinking about springs, we need to have like
280 00:30:40.320 ⇒ 00:30:44.370 Nicolas Sucari: a backlog with everything. Once we do the planning, we move up
281 00:30:44.640 ⇒ 00:30:47.879 Nicolas Sucari: stuff into a to do kind of status right?
282 00:30:48.894 ⇒ 00:30:57.339 Nicolas Sucari: To do. We’re gonna start picking up and moving them into in progress. When that is ready we can. Some tasks should have like an approval
283 00:30:57.450 ⇒ 00:31:05.320 Nicolas Sucari: like waiting for approval or something like that, right like sending a contract. You’re gonna be wanting to check
284 00:31:05.490 ⇒ 00:31:09.189 Nicolas Sucari: how that contract is looking right Utam, like for a client.
285 00:31:09.360 ⇒ 00:31:14.839 Nicolas Sucari: Yeah. So we will need. We will need approvals from you, from Robert, from the team
286 00:31:14.840 ⇒ 00:31:20.390 Uttam Kumaran: Let’s talk about document. Let’s talk about document man. Then this is what I guess it’s helpful to talk about like
287 00:31:21.280 ⇒ 00:31:27.109 Uttam Kumaran: new document signing right? So this is gonna be like backlog.
288 00:31:27.650 ⇒ 00:31:28.470 Uttam Kumaran: So
289 00:31:29.180 ⇒ 00:31:30.080 Mariane Cequina: Trafting.
290 00:31:30.310 ⇒ 00:31:38.150 Uttam Kumaran: Yeah, it’s gonna be like, yeah, exactly like drafting review
291 00:31:38.150 ⇒ 00:31:38.710 Nicolas Sucari: Yeah.
292 00:31:39.390 ⇒ 00:31:45.419 Uttam Kumaran: Sending and complete right and like, signed basically
293 00:31:45.990 ⇒ 00:31:46.520 Nicolas Sucari: Yeah.
294 00:31:46.934 ⇒ 00:31:50.580 Uttam Kumaran: Signed, and then like. What do we call storage?
295 00:31:50.580 ⇒ 00:31:51.470 Mariane Cequina: Board.
296 00:31:51.750 ⇒ 00:31:52.450 Uttam Kumaran: Stored.
297 00:31:53.080 ⇒ 00:31:53.500 Mariane Cequina: Yeah.
298 00:31:57.550 ⇒ 00:31:58.760 Uttam Kumaran: And then.
299 00:32:05.480 ⇒ 00:32:12.649 Uttam Kumaran: so this is basic. I think it’s helpful to think about these, because not everything’s gonna fit in these. So based on the type.
300 00:32:12.890 ⇒ 00:32:13.430 Uttam Kumaran: I’m gonna
301 00:32:13.430 ⇒ 00:32:13.750 Nicolas Sucari: Yeah.
302 00:32:13.750 ⇒ 00:32:18.320 Uttam Kumaran: Fill these out. So for email communication, here’s a good example.
303 00:32:20.640 ⇒ 00:32:24.970 Uttam Kumaran: the accounting team. They emailed me. And they said, we need some statements from like a bank account.
304 00:32:26.000 ⇒ 00:32:32.070 Uttam Kumaran: So that falls under like email communication.
305 00:32:33.390 ⇒ 00:32:38.789 Uttam Kumaran: And then is that like, so let’s just say for email communication.
306 00:32:39.840 ⇒ 00:32:45.820 Uttam Kumaran: This is like, I almost want to say that this is like
307 00:32:47.950 ⇒ 00:32:50.679 Uttam Kumaran: like looped in, or something right
308 00:32:50.990 ⇒ 00:32:55.370 Uttam Kumaran: like, how do I confirm like? Because I sometimes they come to me. And I’m like, Okay, I want to loop.
309 00:32:56.230 ⇒ 00:33:00.130 Uttam Kumaran: It’ll start off assigned to me. And then I’ll basically be like cool. I’m passing this off.
310 00:33:00.690 ⇒ 00:33:05.859 Uttam Kumaran: So the 1st item is is like looped in.
311 00:33:09.150 ⇒ 00:33:11.800 Uttam Kumaran: This is like in communication.
312 00:33:13.170 ⇒ 00:33:19.200 Uttam Kumaran: And this is just maybe closed or like complete. Right?
313 00:33:19.410 ⇒ 00:33:20.320 Uttam Kumaran: We’re done.
314 00:33:24.580 ⇒ 00:33:26.670 Uttam Kumaran: So we’ll see how this sort of works
315 00:33:27.630 ⇒ 00:33:36.899 Nicolas Sucari: And then, if we need like, for example, to create a document and send through email, we need to create like a different task and get that in the process of documents.
316 00:33:37.230 ⇒ 00:33:38.630 Nicolas Sucari: Yes, correct. Right?
317 00:33:38.820 ⇒ 00:33:40.330 Nicolas Sucari: Yeah, perfect.
318 00:33:40.710 ⇒ 00:33:46.009 Nicolas Sucari: We can create like, we can link tasks in low in notion, in linear. I guess
319 00:33:47.340 ⇒ 00:33:48.828 Uttam Kumaran: And then for meetings.
320 00:33:50.040 ⇒ 00:33:56.460 Uttam Kumaran: So I will say, this is like planned, and then
321 00:33:56.460 ⇒ 00:33:57.020 Nicolas Sucari: Field.
322 00:33:57.540 ⇒ 00:33:59.310 Uttam Kumaran: I think this is mainly like.
323 00:33:59.610 ⇒ 00:34:03.229 Uttam Kumaran: I kind of think one part of these meetings could be also getting
324 00:34:03.370 ⇒ 00:34:08.739 Uttam Kumaran: feedback from each of us about how the meeting went. So one of the things I’ll add here is like
325 00:34:08.949 ⇒ 00:34:13.980 Uttam Kumaran: meeting feedback, and then complete time
326 00:34:14.100 ⇒ 00:34:22.210 Nicolas Sucari: I. I’ll I’ll okay. Plan is your schedule. But before that, I I think we need to change plan for meeting schedule and something
327 00:34:22.600 ⇒ 00:34:25.009 Nicolas Sucari: for that. That is like meeting prep. Right
328 00:34:27.199 ⇒ 00:34:34.329 Uttam Kumaran: Yeah, meeting, prep meeting review, maybe, or like, prep review
329 00:34:34.330 ⇒ 00:34:36.559 Nicolas Sucari: Content. Review. Content. Review.
330 00:34:38.150 ⇒ 00:34:39.389 Nicolas Sucari: Maybe. Yeah.
331 00:34:42.139 ⇒ 00:34:43.849 Uttam Kumaran: Okay, I don’t really know.
332 00:34:44.190 ⇒ 00:34:46.189 Uttam Kumaran: It’s always gonna happen in this order. You think
333 00:34:50.466 ⇒ 00:34:51.649 Nicolas Sucari: That’s a good one.
334 00:34:51.659 ⇒ 00:34:55.579 Mariane Cequina: Schedule 1st before Brad. What do you think
335 00:34:57.070 ⇒ 00:35:00.049 Uttam Kumaran: I think that’s that’s how I feel.
336 00:35:00.770 ⇒ 00:35:06.669 Uttam Kumaran: because that’s gonna be the thing like, if you can look a week or 2 weeks ahead, you can grab the time 1st
337 00:35:07.190 ⇒ 00:35:14.269 Uttam Kumaran: and then plan content. Review. So meeting prep, yeah, go ahead
338 00:35:14.800 ⇒ 00:35:19.200 Nicolas Sucari: No, no, that’s fine, ideally 2 weeks. But that’s not gonna happen
339 00:35:19.200 ⇒ 00:35:20.000 Uttam Kumaran: Yeah, yeah, yeah.
340 00:35:20.000 ⇒ 00:35:20.950 Nicolas Sucari: Know about that?
341 00:35:20.950 ⇒ 00:35:22.950 Uttam Kumaran: So if it’s if it skips, it’s fine.
342 00:35:24.616 ⇒ 00:35:27.270 Uttam Kumaran: Meeting prep content review
343 00:35:29.600 ⇒ 00:35:31.859 Nicolas Sucari: Meeting ready, or something like that.
344 00:35:31.860 ⇒ 00:35:33.409 Uttam Kumaran: Ready for meeting.
345 00:35:34.320 ⇒ 00:35:35.540 Nicolas Sucari: And meeting feedback. That’s right.
346 00:35:35.540 ⇒ 00:35:37.060 Uttam Kumaran: Back and complete. Okay.
347 00:35:53.490 ⇒ 00:35:58.639 Nicolas Sucari: He’s great. Yeah, like this.
348 00:35:58.760 ⇒ 00:35:59.970 Uttam Kumaran: Yeah, I’m excited.
349 00:36:00.610 ⇒ 00:36:07.980 Uttam Kumaran: So this is the one thing. Okay, I think this is fine. For now we have software
350 00:36:10.060 ⇒ 00:36:16.760 Uttam Kumaran: software. I almost think it’s like everything else can just fall under this, for now, what we’ll do is we’ll pick off things if they look different.
351 00:36:18.011 ⇒ 00:36:20.729 Uttam Kumaran: Okay, let’s talk about last thing before I have to
352 00:36:20.870 ⇒ 00:36:24.059 Uttam Kumaran: jump. I’m gonna go see the ABC folks today. Actually.
353 00:36:24.770 ⇒ 00:36:25.500 Nicolas Sucari: Nice
354 00:36:26.050 ⇒ 00:36:28.992 Uttam Kumaran: Yeah. So let’s talk about how we prioritize.
355 00:36:30.170 ⇒ 00:36:38.089 Uttam Kumaran: So I, this is what I did for the marketing team.
356 00:36:39.740 ⇒ 00:36:51.869 Uttam Kumaran: Like, I almost think for us. It’s like business urgency is like, first, st like this team is gonna be like, 1st line of defense, right? Like, I basically consider y’all like extension of me, which is like what
357 00:36:52.170 ⇒ 00:36:56.660 Uttam Kumaran: like, especially as we deal with the finance folks, especially as
358 00:36:58.370 ⇒ 00:37:05.809 Uttam Kumaran: we start to onboard. More people, more clients like we’re gonna be the ones that probably work the fastest in the org. So I think business urgency
359 00:37:06.160 ⇒ 00:37:16.800 Uttam Kumaran: is probably the number. One second thing is probably probably, like
360 00:37:17.590 ⇒ 00:37:21.209 Uttam Kumaran: probably complexity, time to complete level of effort.
361 00:37:22.130 ⇒ 00:37:22.730 Nicolas Sucari: Yeah.
362 00:37:22.950 ⇒ 00:37:23.720 Uttam Kumaran: Yeah.
363 00:37:25.010 ⇒ 00:37:28.259 Uttam Kumaran: And then we we maybe have some. We maybe have a
364 00:37:29.380 ⇒ 00:37:32.380 Uttam Kumaran: yeah, I mean, business urgency is really gonna explain what?
365 00:37:32.530 ⇒ 00:37:35.110 Uttam Kumaran: What’s a priority versus not a priority.
366 00:37:35.290 ⇒ 00:37:39.630 Uttam Kumaran: I also think maybe this needs to have like an impact. Basically
367 00:37:40.190 ⇒ 00:37:41.679 Mariane Cequina: Like, for example.
368 00:37:41.930 ⇒ 00:37:52.750 Uttam Kumaran: If if it’s preparing for a Friday meeting which impacts like all the employees versus like
369 00:37:53.673 ⇒ 00:37:59.130 Uttam Kumaran: I don’t know like setting up something setting up an application. I want us to have a framework
370 00:37:59.280 ⇒ 00:38:06.719 Uttam Kumaran: for us to decide what’s priority. Right? So for me, I think impact in that situation would be. This impacts the the whole company.
371 00:38:06.890 ⇒ 00:38:08.740 Uttam Kumaran: So we would prioritize
372 00:38:09.130 ⇒ 00:38:10.210 Mariane Cequina: The meeting.
373 00:38:12.030 ⇒ 00:38:19.190 Uttam Kumaran: right? And then it’s sort of you build a you, you build sort of build a it’s like a matrix of importance
374 00:38:19.560 ⇒ 00:38:20.980 Uttam Kumaran: and urgency, right?
375 00:38:21.720 ⇒ 00:38:22.350 Nicolas Sucari: Yeah.
376 00:38:23.800 ⇒ 00:38:30.029 Uttam Kumaran: So that’s sort of how I see both of these, which is like we want to go after the most urgent and most important things first, st
377 00:38:33.770 ⇒ 00:38:38.039 Uttam Kumaran: and so and then impact is, I would say, impact is a good thing for like
378 00:38:38.740 ⇒ 00:38:44.250 Uttam Kumaran: so a sec as a second thing, for like, hey? If we if we, if 2 things are urgent, let’s go for the one that has the most impact.
379 00:38:48.860 ⇒ 00:39:00.490 Uttam Kumaran: Okay? And then I think, maybe, like, last thing I want to talk about is what I’m not seeing here in linear that I can work to sort of make sure stuff appears, or we can work together on those
380 00:39:02.420 ⇒ 00:39:03.433 Uttam Kumaran: I think
381 00:39:08.220 ⇒ 00:39:11.350 Nicolas Sucari: So maybe one thing, it’s gonna be like.
382 00:39:11.888 ⇒ 00:39:24.439 Nicolas Sucari: how we can kind of anticipate when we’re gonna have team, new team members or new clients, so that we can start kind of working ahead of that and prepare the documents. And all of that
383 00:39:25.630 ⇒ 00:39:26.310 Uttam Kumaran: Yeah.
384 00:39:27.790 ⇒ 00:39:37.799 Nicolas Sucari: Because right now we were kind of a responsive team. Right like you said, Hey, we have a new team member, and he was already joining, and we will need to kind of start the process at that very
385 00:39:37.940 ⇒ 00:39:44.160 Nicolas Sucari: beginning, and our process should start kind of like a week or 2 weeks earlier that the people is joining right
386 00:39:45.530 ⇒ 00:39:49.379 Uttam Kumaran: Yes. So this is gonna be a direct relationship with sales.
387 00:39:49.570 ⇒ 00:39:51.229 Uttam Kumaran: So this is gonna be
388 00:39:52.180 ⇒ 00:39:58.430 Uttam Kumaran: like, we probably will have to meet with sales and collect requirements from them on what’s coming down the pipeline nicely.
389 00:39:58.530 ⇒ 00:40:12.159 Uttam Kumaran: I’m I’m like sales, so I will have those for me, or maybe not so nicely, but at least I’ll have those we can have a process during planning, I’ll I can tell you. For the next 2 weeks all of the client, all of the contracts that are
390 00:40:12.500 ⇒ 00:40:14.949 Uttam Kumaran: that are in the pipeline, so that
391 00:40:15.080 ⇒ 00:40:22.939 Uttam Kumaran: we can begin to say, Hey, if this, if this goes to sign as soon as it goes to signing. We kick off 3 more tickets after that.
392 00:40:23.150 ⇒ 00:40:24.019 Uttam Kumaran: because once it’s in
393 00:40:24.020 ⇒ 00:40:24.619 Nicolas Sucari: But once. It’s
394 00:40:24.620 ⇒ 00:40:27.029 Uttam Kumaran: Gone to signing, it should get to our board.
395 00:40:27.560 ⇒ 00:40:29.449 Uttam Kumaran: Because basically, we’re we’re
396 00:40:29.450 ⇒ 00:40:34.050 Nicolas Sucari: When you say sign, when you say sign, you already have the contract right
397 00:40:34.530 ⇒ 00:40:40.010 Uttam Kumaran: Well, so I, this team gets involved at the point where they get approved for
398 00:40:40.010 ⇒ 00:40:40.710 Nicolas Sucari: Exactly.
399 00:40:40.710 ⇒ 00:40:42.670 Uttam Kumaran: They give us the okay cool. Let’s go ahead.
400 00:40:43.760 ⇒ 00:40:46.450 Uttam Kumaran: It will become earlier and earlier over time, though
401 00:40:46.970 ⇒ 00:40:53.289 Nicolas Sucari: Yeah. But but that’s fine. So we need to understand the kind of like at what time that’s
402 00:40:53.480 ⇒ 00:41:00.990 Nicolas Sucari: the approval happens so that we can start at that time working on the contract and sending all of the documents to be signed. Right
403 00:41:01.800 ⇒ 00:41:04.420 Nicolas Sucari: is once the statement of work is approved, right
404 00:41:04.720 ⇒ 00:41:09.250 Uttam Kumaran: Yeah. So maybe what I’ll do is once we once a statement sow is approved
405 00:41:09.440 ⇒ 00:41:12.009 Nicolas Sucari: We need to know. Yeah, we need to get notified or something
406 00:41:12.010 ⇒ 00:41:13.610 Uttam Kumaran: And onwards. Yeah.
407 00:41:20.410 ⇒ 00:41:24.290 Nicolas Sucari: Same with new team members. Maybe like.
408 00:41:26.920 ⇒ 00:41:32.410 Nicolas Sucari: when we understand that there is gonna be a new team member. Yeah, we need to plan ahead of that
409 00:41:33.760 ⇒ 00:41:39.899 Uttam Kumaran: Yeah. So we’ll do like, well, oh, so another thing that
410 00:41:40.090 ⇒ 00:41:44.310 Uttam Kumaran: this team can start to help on is interview process
411 00:41:46.209 ⇒ 00:41:51.479 Uttam Kumaran: which we didn’t talk about here, which is like interview process.
412 00:41:52.590 ⇒ 00:42:04.510 Uttam Kumaran: This won’t be some. This will be something that we will. We’ll end up having somebody on the recruiting side. Who will take care of this? Because this is way. Too much work for all of us right now. But this is this is what I need to be able to know
413 00:42:04.900 ⇒ 00:42:10.530 Uttam Kumaran: who I need to go. What more I need to go hire, for we have one person that can help us with with the recruiting stuff.
414 00:42:11.370 ⇒ 00:42:11.950 Uttam Kumaran: So
415 00:42:11.950 ⇒ 00:42:13.059 Nicolas Sucari: It’s Robert, right?
416 00:42:13.300 ⇒ 00:42:13.830 Nicolas Sucari: Yes, that’s right.
417 00:42:13.830 ⇒ 00:42:14.520 Uttam Kumaran: Robert. Yes.
418 00:42:14.520 ⇒ 00:42:15.110 Mariane Cequina: Yeah.
419 00:42:15.370 ⇒ 00:42:19.410 Nicolas Sucari: But maybe we can kind of like he’s gonna be
420 00:42:20.199 ⇒ 00:42:24.480 Nicolas Sucari: doing the 1st interview for all candidates. Or I I guess
421 00:42:24.480 ⇒ 00:42:25.110 Uttam Kumaran: Exactly, but
422 00:42:25.945 ⇒ 00:42:26.780 Mariane Cequina: Yeah.
423 00:42:26.780 ⇒ 00:42:27.550 Uttam Kumaran: Go ahead! Go ahead!
424 00:42:28.230 ⇒ 00:42:35.809 Mariane Cequina: No, actually, when we talk to Robert, we don’t know yet his process, because before we usually use notion, right?
425 00:42:36.260 ⇒ 00:42:41.419 Mariane Cequina: So he uses Linkedin recruiting something right, Nico, you mentioned something like that
426 00:42:41.830 ⇒ 00:42:42.200 Nicolas Sucari: Yeah.
427 00:42:42.200 ⇒ 00:42:42.750 Mariane Cequina: Like I
428 00:42:43.113 ⇒ 00:42:56.566 Nicolas Sucari: I think that’s that’s not the issue. I think. Like we need to have. Maybe like we need to understand what we need to help on the interview process. But I guess it’s more kind of
429 00:42:57.040 ⇒ 00:43:11.249 Nicolas Sucari: trying to like following up on what’s the candidate status who needs to be meeting, or or who needs to be interviewing that like a second step, right? So that we can kind of help to move on. Speed up that
430 00:43:11.570 ⇒ 00:43:13.419 Nicolas Sucari: that new hire process, right?
431 00:43:13.920 ⇒ 00:43:14.480 Mariane Cequina: Yeah.
432 00:43:16.240 ⇒ 00:43:17.409 Uttam Kumaran: Yes, I agree.
433 00:43:17.410 ⇒ 00:43:24.039 Nicolas Sucari: So we we all need to have, like some way of relationship with Robert to understand.
434 00:43:24.642 ⇒ 00:43:34.859 Nicolas Sucari: Robert recruiter to understand when, like one of those 1st screening candidates is, is moving to the next step to the next stage, right
435 00:43:36.850 ⇒ 00:43:40.600 Uttam Kumaran: Exactly so, so he will have to communicate that, or I ideally
436 00:43:40.600 ⇒ 00:43:41.140 Nicolas Sucari: Exactly.
437 00:43:41.140 ⇒ 00:43:44.709 Uttam Kumaran: Again. Ideally, maybe that ends up in linear. And he can just do that in linear
438 00:43:44.970 ⇒ 00:43:47.419 Nicolas Sucari: Okay, so we’ll work. I’ll work with him on that.
439 00:43:48.240 ⇒ 00:43:57.189 Nicolas Sucari: because then is when we can help like setting up the meeting with an ae, that’s gonna be interviewing you or anyone else on the team
440 00:43:57.330 ⇒ 00:44:08.029 Nicolas Sucari: and and be like, make us the 1st point of contact between that candidate and and our team, our internal team, to to handle that
441 00:44:08.930 ⇒ 00:44:14.270 Uttam Kumaran: Yeah, so finance relationship, recruiting re-relationship
442 00:44:22.260 ⇒ 00:44:25.639 Nicolas Sucari: And hopefully. You come at some point some years ahead.
443 00:44:26.800 ⇒ 00:44:28.579 Uttam Kumaran: Years. What do you mean like next month?
444 00:44:29.110 ⇒ 00:44:33.779 Nicolas Sucari: Next month, or something like that, like travel, the stuff, and all of that for the entire
445 00:44:33.780 ⇒ 00:44:35.240 Uttam Kumaran: Yeah, yeah, yeah, yeah, yeah.
446 00:44:36.290 ⇒ 00:44:44.990 Uttam Kumaran: no. You’re right. I mean, we already have that. So we’re doing. We’re all meet. A bunch of us are meeting in la me and Robert sort of planned all that out. So that’s another thing that I think we can do.
447 00:44:45.330 ⇒ 00:44:46.559 Uttam Kumaran: Travel here.
448 00:44:47.310 ⇒ 00:45:02.079 Uttam Kumaran: And again we can learn, I think, what basically, what we’ll do is this, helps us know what we don’t know, right? Because I don’t know some of these things, so we’ll go to issue or other people. I’ll just call. I’ll call everybody I know and try to get the how do we? How do the best people do this sort of stuff.
449 00:45:03.930 ⇒ 00:45:12.889 Uttam Kumaran: So analytics. So then, I kind of want to do a couple of core things before I jump. So analytics, I’ll sort of. Put some stuff in the backlog there.
450 00:45:13.010 ⇒ 00:45:14.843 Uttam Kumaran: I want to talk about.
451 00:45:15.730 ⇒ 00:45:28.679 Uttam Kumaran: the Pm. Relationship is, yes, operating onboarding and setup allocation and allocation Review.
452 00:45:28.910 ⇒ 00:45:34.980 Uttam Kumaran: This is something that I’m me. This crew and the Pm. Team will need to do ideally.
453 00:45:35.180 ⇒ 00:45:40.309 Uttam Kumaran: probably start once a month until we get tighter, and we’ll do this every 2 weeks.
454 00:45:42.180 ⇒ 00:45:48.349 Nicolas Sucari: I I was gonna say, like, are you expecting that the Pm’s handle the allocations in operating
455 00:45:49.824 ⇒ 00:45:54.990 Uttam Kumaran: The Pm’s. So it’ll be a it’ll be a dual relationship. It’ll be Pm’s will.
456 00:45:55.890 ⇒ 00:46:01.519 Uttam Kumaran: Pm’s will work with us on who’s available
457 00:46:02.100 ⇒ 00:46:03.749 Nicolas Sucari: Yeah, who can get assigned
458 00:46:04.190 ⇒ 00:46:08.770 Uttam Kumaran: Right, and I will just oversee as like, okay, that person knows this. This person knows this.
459 00:46:08.910 ⇒ 00:46:14.499 Uttam Kumaran: but they’re gonna put in a request. So as soon as the sow gets created, the Pm’s will be looped in.
460 00:46:14.930 ⇒ 00:46:16.000 Uttam Kumaran: and then
461 00:46:16.730 ⇒ 00:46:36.009 Uttam Kumaran: we’ll sort of begin to do the assignment process, and then engineering will be looped in. I’m further, I’m probably the I’m the engineering representative. In that case, where I will get my perspective on who is best suited for this, your operations team perspective is who’s available? Pm’s perspective is, what do we like? Basically, what? What do we
462 00:46:36.010 ⇒ 00:46:37.030 Nicolas Sucari: What do we need? Yeah.
463 00:46:37.030 ⇒ 00:46:38.910 Uttam Kumaran: Yeah, perfect.
464 00:46:39.820 ⇒ 00:46:51.540 Nicolas Sucari: That’s how I thought about it. Yeah, like they they coming with the request to us. And then we seeing the allocation or trying to help on that kind of tool process. And you knowing exactly like what we’re gonna
465 00:46:51.760 ⇒ 00:46:56.499 Nicolas Sucari: kind of or who’s available or what we’re gonna need more in the engineering role
466 00:46:57.100 ⇒ 00:46:57.920 Uttam Kumaran: Yeah.
467 00:47:04.790 ⇒ 00:47:06.320 Uttam Kumaran: But these are all things that
468 00:47:08.340 ⇒ 00:47:10.990 Uttam Kumaran: I’m just gonna have to figure out. Probably me and Casey will have to figure out
469 00:47:11.560 ⇒ 00:47:13.100 Nicolas Sucari: Yeah, yeah, yeah.
470 00:47:13.850 ⇒ 00:47:16.769 Mariane Cequina: Are we using now the operating AI like
471 00:47:18.160 ⇒ 00:47:19.850 Nicolas Sucari: We’re using a brain tub
472 00:47:19.850 ⇒ 00:47:23.521 Uttam Kumaran: App. Yeah, I I haven’t. I haven’t.
473 00:47:24.360 ⇒ 00:47:29.089 Uttam Kumaran: I need to just spend more time in there and do that where it’s just been. It’s just story
474 00:47:29.090 ⇒ 00:47:31.590 Nicolas Sucari: Can do it with them like if if you
475 00:47:31.590 ⇒ 00:47:31.969 Uttam Kumaran: One night.
476 00:47:31.970 ⇒ 00:47:36.279 Nicolas Sucari: I can. I can meet with all the Pm’s. They can tell me how much time each
477 00:47:37.256 ⇒ 00:47:38.530 Nicolas Sucari: each engineer
478 00:47:38.530 ⇒ 00:47:44.629 Uttam Kumaran: So here, so like, let’s let’s do this right. Let’s just right now. Maybe I’ll just put it. Let me put it. Let me just put it into a ticket here, and I’ll just tell you
479 00:47:44.630 ⇒ 00:47:45.170 Nicolas Sucari: Yeah.
480 00:47:45.170 ⇒ 00:47:49.930 Uttam Kumaran: Let’s just go quickly, team by team. I’ll tell you who’s on there and what the expectation is.
481 00:47:49.930 ⇒ 00:47:52.640 Nicolas Sucari: Yeah. And I can set that up in operating real quick. Yeah.
482 00:47:52.640 ⇒ 00:47:54.630 Uttam Kumaran: Okay, yeah, I’m I literally am. That’s
483 00:47:54.630 ⇒ 00:47:57.420 Nicolas Sucari: Just click, see? Click, yeah, that’s
484 00:47:57.700 ⇒ 00:47:59.530 Uttam Kumaran: Okay. Oh, you can click, see?
485 00:47:59.870 ⇒ 00:48:05.089 Nicolas Sucari: Yeah, if you are in in the in the team, you click, see? And that’s it.
486 00:48:05.380 ⇒ 00:48:09.809 Uttam Kumaran: So I’m gonna say, operation allocation set up. So
487 00:48:11.610 ⇒ 00:48:13.361 Mariane Cequina: I have to learn how to use that
488 00:48:13.880 ⇒ 00:48:14.400 Uttam Kumaran: Operate.
489 00:48:15.600 ⇒ 00:48:16.979 Mariane Cequina: Yeah. The operating? AI, yeah.
490 00:48:16.980 ⇒ 00:48:19.160 Nicolas Sucari: Yeah, so, yeah.
491 00:48:19.160 ⇒ 00:48:19.650 Uttam Kumaran: Operating.
492 00:48:19.650 ⇒ 00:48:21.280 Nicolas Sucari: Trading dot app is, yeah.
493 00:48:21.280 ⇒ 00:48:21.760 Uttam Kumaran: Yeah.
494 00:48:21.780 ⇒ 00:48:25.434 Mariane Cequina: Also, I have a question for leaners. Onboarding because
495 00:48:26.070 ⇒ 00:48:31.650 Mariane Cequina: And asked me yesterday, for the linear onboarding. Would it be asked the operating team?
496 00:48:31.970 ⇒ 00:48:32.799 Mariane Cequina: Or would it be
497 00:48:32.800 ⇒ 00:48:37.129 Uttam Kumaran: So. So this is also where, like for each of these tools.
498 00:48:37.270 ⇒ 00:48:39.210 Mariane Cequina: We’ll need some onboarding.
499 00:48:39.620 ⇒ 00:48:40.250 Mariane Cequina: Yeah, because it’s
500 00:48:40.250 ⇒ 00:48:43.699 Uttam Kumaran: Here’s how I see these on like onboarding here, which is like
501 00:48:44.580 ⇒ 00:48:46.439 Nicolas Sucari: Exactly. Yeah. That’s that’s what I thought.
502 00:48:46.440 ⇒ 00:48:49.449 Uttam Kumaran: Some sort of like tool onboarding right?
503 00:48:49.650 ⇒ 00:48:50.260 Mariane Cequina: Okay.
504 00:48:50.260 ⇒ 00:48:52.399 Uttam Kumaran: Each of these will need onboarding docs
505 00:48:53.040 ⇒ 00:48:54.060 Nicolas Sucari: It’s like.
506 00:48:54.410 ⇒ 00:48:58.519 Uttam Kumaran: It. We’re just gonna have to be. We’re just gonna have to write a lot over the next few weeks unless
507 00:48:59.920 ⇒ 00:49:02.000 Uttam Kumaran: everybody needs to know how to use these effectively
508 00:49:02.000 ⇒ 00:49:02.719 Nicolas Sucari: Exactly, for
509 00:49:02.720 ⇒ 00:49:11.139 Uttam Kumaran: Exactly slack. I tell people like Don’t DM, I tell people over and over, and over, and over and over. That’s something that on their 1st day. I want them to know.
510 00:49:11.320 ⇒ 00:49:22.029 Uttam Kumaran: And then I’m gonna start to measure how many Dms are happening. And then I’ll tell the company, hey? Too many Dms are happening right? Cause that’s the sort of thing that I want to be able to look at.
511 00:49:22.550 ⇒ 00:49:31.819 Nicolas Sucari: That’s fine. I already created a slack like kind of channel on the ways to communicate. We have that documented notion. We have the linear kind of
512 00:49:31.970 ⇒ 00:49:45.119 Nicolas Sucari: quick setup also, and kind of a bit of boarding in notion, too. But we need to work on that and and see how we can share all of that in the during the 1st week with new hires, so that we can on board everyone as quickly as possible.
513 00:49:45.120 ⇒ 00:50:03.419 Mariane Cequina: Also, also, I’d like to say, cause we we use different tools. And of course I’m not that familiar with that. And it seems like we use different tools based on clients. Is that correct? So maybe it’ll be helpful if we can have documentation of that as well. So in onboarding, we can tell them like you’ll be using this and this
514 00:50:05.070 ⇒ 00:50:05.900 Uttam Kumaran: Yes.
515 00:50:06.360 ⇒ 00:50:07.010 Nicolas Sucari: Let’s it
516 00:50:07.010 ⇒ 00:50:09.250 Mariane Cequina: Go into teams as well. Yeah, okay.
517 00:50:16.400 ⇒ 00:50:17.400 Nicolas Sucari: Yeah, look.
518 00:50:25.350 ⇒ 00:50:31.280 Nicolas Sucari: But can you? Can you kind of can can you open up that once? Yeah, just one line.
519 00:50:31.770 ⇒ 00:50:43.679 Nicolas Sucari: I wanna know, like, how how much time is is like anyone. Everyone expected to work because that’s how how operating is. Gonna ask us to set it set this up right
520 00:50:45.160 ⇒ 00:50:53.830 Uttam Kumaran: Yeah. So let’s do people. So Luke is, gonna be 10 h, 10 h.
521 00:50:55.490 ⇒ 00:50:57.720 Uttam Kumaran: 10 h.
522 00:50:58.810 ⇒ 00:51:06.690 Uttam Kumaran: And then I’m just gonna continue doing this. Basically. So Javi is Awaii Kyle Annie,
523 00:51:08.460 ⇒ 00:51:10.430 Nicolas Sucari: Robert, pay us
524 00:51:11.860 ⇒ 00:51:15.439 Uttam Kumaran: My ass. This is like way too many people.
525 00:51:16.605 ⇒ 00:51:21.080 Uttam Kumaran: Kyle, Annie, Robert Pius, and Steven
526 00:51:21.616 ⇒ 00:51:22.690 Nicolas Sucari: Steven. Yeah.
527 00:51:23.580 ⇒ 00:51:24.840 Uttam Kumaran: So.
528 00:51:27.760 ⇒ 00:51:30.840 Nicolas Sucari: I can check what we have on that one if you want.
529 00:51:47.160 ⇒ 00:51:53.079 Nicolas Sucari: So for that one we have a wish, we added, like 2 HA week.
530 00:51:53.820 ⇒ 00:51:57.959 Nicolas Sucari: That’s I don’t know why it’s that one.
531 00:51:58.100 ⇒ 00:52:03.430 Nicolas Sucari: Kayo is 15 HA week, or because it was 10 to 15. So if you want to add 10. That’s fine
532 00:52:05.330 ⇒ 00:52:10.540 Nicolas Sucari: pay us is 2 HA week, too. There, like it was a 5% or something like that.
533 00:52:13.070 ⇒ 00:52:19.570 Nicolas Sucari: Robert is yeah, 10 to 15, and Steven is 10 HA week point missing
534 00:52:31.930 ⇒ 00:52:36.359 Uttam Kumaran: So urban stems. I’m just gonna put Demo Lade.
535 00:52:38.275 ⇒ 00:52:40.300 Uttam Kumaran: There’s no Pm. Right now.
536 00:52:56.400 ⇒ 00:53:02.910 Uttam Kumaran: I mean, do you want me to put what the act, can I? Should I put what the what the actuals like, what it, what it should be
537 00:53:04.390 ⇒ 00:53:04.895 Mariane Cequina: Yeah.
538 00:53:05.400 ⇒ 00:53:08.019 Uttam Kumaran: And then you can then clockify, will tell us what it is
539 00:53:08.480 ⇒ 00:53:09.700 Nicolas Sucari: Yeah, exactly.
540 00:53:10.130 ⇒ 00:53:14.709 Nicolas Sucari: We need to know, like what we have planned for each project. Right?
541 00:53:19.140 ⇒ 00:53:22.960 Nicolas Sucari: I guess we’ll spend over 2 HI guess, of Steven, Bye.
542 00:53:23.640 ⇒ 00:53:31.430 Uttam Kumaran: Yeah, so we’re already kind of over. Let’s, this is like what it should be. Let’s, that’s fine.
543 00:54:09.810 ⇒ 00:54:13.129 Uttam Kumaran: This is basically like, just redundancy at this time
544 00:54:27.130 ⇒ 00:54:33.120 Uttam Kumaran: this one is the worst one, the worst client right now
545 00:54:34.260 ⇒ 00:54:35.840 Nicolas Sucari: Why too many people.
546 00:54:35.840 ⇒ 00:54:37.740 Uttam Kumaran: Dude. It’s like a nightmare.
547 00:54:38.660 ⇒ 00:54:40.769 Uttam Kumaran: They’re just not very nice people.
548 00:54:42.330 ⇒ 00:54:43.160 Nicolas Sucari: Why?
549 00:54:44.600 ⇒ 00:54:46.660 Uttam Kumaran: Probably like bad childhood. I don’t know.
550 00:54:49.040 ⇒ 00:54:50.170 Uttam Kumaran: Tell me
551 00:55:04.230 ⇒ 00:55:05.940 Nicolas Sucari: You’re running over, too, right
552 00:55:07.465 ⇒ 00:55:09.940 Uttam Kumaran: Yeah, I’m gonna run in just a sec here.
553 00:55:18.220 ⇒ 00:55:22.409 Uttam Kumaran: So this one is like, as you could see, we’re
554 00:55:22.410 ⇒ 00:55:23.130 Nicolas Sucari: Yeah.
555 00:55:23.130 ⇒ 00:55:24.030 Uttam Kumaran: This is like.
556 00:55:25.100 ⇒ 00:55:28.740 Uttam Kumaran: This is probably what I think it takes to do this right now.
557 00:55:30.640 ⇒ 00:55:31.749 Nicolas Sucari: I’m fine. Okay.
558 00:55:31.750 ⇒ 00:55:34.300 Uttam Kumaran: So let’s just get this in there.
559 00:55:34.980 ⇒ 00:55:37.790 Uttam Kumaran: so you can put for the client what we have right
560 00:55:39.220 ⇒ 00:55:44.450 Nicolas Sucari: I don’t know that because like, I don’t know if I can kind of
561 00:55:45.390 ⇒ 00:55:48.770 Nicolas Sucari: had like 30 h. And then, like from the people.
562 00:55:49.260 ⇒ 00:56:05.910 Nicolas Sucari: Okay, if I, if I plan with the like, if I allocate 10 h of each of those in in the total will not give me obviously 30. But I don’t know if there is a place to kind of set that to 30 and know that we’re running like also in the planning we are going over that
563 00:56:06.365 ⇒ 00:56:13.150 Nicolas Sucari: let me check. If not, we’re just gonna have like more hours there. But we we still know that we are going over
564 00:56:14.410 ⇒ 00:56:15.070 Uttam Kumaran: Okay.
565 00:56:16.180 ⇒ 00:56:18.040 Nicolas Sucari: If not, what we’ll need to do is
566 00:56:18.310 ⇒ 00:56:25.190 Nicolas Sucari: try to allocate only that 3rd hour 30 h. Try to understand, like, what would be like the the
567 00:56:25.320 ⇒ 00:56:31.310 Nicolas Sucari: the okay scenario for that, and then understand
568 00:56:31.460 ⇒ 00:56:33.820 Nicolas Sucari: who why we’re going over that.
569 00:56:40.310 ⇒ 00:56:44.369 Nicolas Sucari: So we’re not gonna like, assign a cache to any client right?
570 00:56:45.350 ⇒ 00:56:48.469 Uttam Kumaran: Not right now. He’s sort of just he’s helping everywhere
571 00:56:48.920 ⇒ 00:56:53.959 Nicolas Sucari: Okay, so can you add, add him there, you know people and add, like, how many hours?
572 00:56:54.410 ⇒ 00:57:00.239 Nicolas Sucari: Because I’m gonna add it like as a brain forge, internal or to the project management kind of project.
573 00:57:11.970 ⇒ 00:57:14.029 Nicolas Sucari: and all of these hours are per week, right
574 00:57:15.020 ⇒ 00:57:15.780 Uttam Kumaran: Yeah.
575 00:57:38.930 ⇒ 00:57:43.430 Uttam Kumaran: So the other thing to note is that there people, some of people’s times are going to
576 00:57:43.990 ⇒ 00:57:53.620 Uttam Kumaran: the team meetings and internal meetings. So the the goal is here is like 80% billable allocation.
577 00:57:54.070 ⇒ 00:57:59.520 Uttam Kumaran: Right? So 20% to internal meetings.
578 00:58:02.560 ⇒ 00:58:06.050 Uttam Kumaran: Right? That this is our. This is our like North Star.
579 00:58:06.850 ⇒ 00:58:08.569 Uttam Kumaran: Just everybody. Who am I missing here
580 00:58:10.280 ⇒ 00:58:12.110 Nicolas Sucari: And milada
581 00:58:12.110 ⇒ 00:58:12.690 Uttam Kumaran: Yeah.
582 00:58:19.720 ⇒ 00:58:20.530 Mariane Cequina: Hold on.
583 00:58:26.700 ⇒ 00:58:27.390 Mariane Cequina: Booth!
584 00:58:27.390 ⇒ 00:58:30.510 Nicolas Sucari: And yeah, we are missing the AI team. I think, Casey Miguel.
585 00:58:34.440 ⇒ 00:58:40.150 Nicolas Sucari: because they have billable time also, and we’re missing. Patrick. I don’t know if Patrick’s gonna be
586 00:58:49.360 ⇒ 00:58:52.500 Uttam Kumaran: So Miguel will be interesting. Okay, let’s just do 40 h.
587 00:58:52.760 ⇒ 00:58:58.449 Uttam Kumaran: Let’s see. So also has 40 h of availability. Bo is at 10 h.
588 00:59:09.800 ⇒ 00:59:11.079 Nicolas Sucari: Yeah, I can set this up.
589 00:59:12.120 ⇒ 00:59:15.029 Nicolas Sucari: We’re missing. Maybe design team
590 00:59:15.030 ⇒ 00:59:17.040 Uttam Kumaran: Or oh, design team
591 00:59:17.550 ⇒ 00:59:17.870 Nicolas Sucari: Yeah.
592 00:59:17.870 ⇒ 00:59:18.743 Mariane Cequina: I think
593 00:59:23.340 ⇒ 00:59:24.100 Uttam Kumaran: And
594 00:59:25.490 ⇒ 00:59:26.880 Nicolas Sucari: Ryan, Holly
595 00:59:27.730 ⇒ 00:59:28.470 Uttam Kumaran: Yeah.
596 00:59:33.630 ⇒ 00:59:36.130 Nicolas Sucari: It’s crazy how many we are now with them
597 00:59:36.580 ⇒ 00:59:41.239 Uttam Kumaran: I know. Dude. Well, yeah, it’s just like, I mean, we’ll see like
598 00:59:41.790 ⇒ 00:59:46.409 Uttam Kumaran: this, will this will slim down as we start to figure out who
599 00:59:47.260 ⇒ 00:59:51.280 Uttam Kumaran: cause there are some people that like can move to spread out more.
600 00:59:51.460 ⇒ 00:59:58.450 Uttam Kumaran: There’s some people that like they’re just. It’s just not gonna pan out with, so we’ll see what happens
601 01:00:01.660 ⇒ 01:00:07.269 Uttam Kumaran: if you can take this and get it in. I I’ll just write a couple of notes here
602 01:00:07.400 ⇒ 01:00:15.310 Uttam Kumaran: the one is, I expect that we are over
603 01:00:16.550 ⇒ 01:00:25.640 Uttam Kumaran: capacity. We are over. We are basically over capacity on most clients. Right?
604 01:00:26.310 ⇒ 01:00:27.959 Nicolas Sucari: We’re gonna see that like
605 01:00:29.290 ⇒ 01:00:35.579 Nicolas Sucari: Immediately. When I set up all of these, as I already added, the clockify file with all of the time spent.
606 01:00:35.740 ⇒ 01:00:40.409 Nicolas Sucari: We’re gonna see like that, comparisons per month per week.
607 01:00:40.550 ⇒ 01:00:46.240 Nicolas Sucari: We can check that. Obviously, we need to always remind everyone to keep adding their
608 01:00:46.420 ⇒ 01:00:50.789 Nicolas Sucari: hours in in clockify. And I need to check how
609 01:00:51.080 ⇒ 01:00:59.400 Nicolas Sucari: the billable tag in clockify is working. But apart from that, don’t worry about that. Yeah, I can handle it manually. For now
610 01:01:04.750 ⇒ 01:01:19.319 Nicolas Sucari: what I what I all need to check with them at some point, not now, not for this exercise, but like moving forward is billing rate per people, so that we can have, like some more more kind of accurate number, there
611 01:01:19.660 ⇒ 01:01:26.359 Uttam Kumaran: Yeah. So where does that need to be like and clockify or like, what
612 01:01:26.360 ⇒ 01:01:35.126 Nicolas Sucari: No, I mean, yeah, we we can add it in. Yeah, we can add it in clock. If I yeah, I’ll I’ll I’ll check where to add all of those ones, because
613 01:01:36.110 ⇒ 01:01:39.710 Nicolas Sucari: and in operating we also have kind of that.
614 01:01:41.460 ⇒ 01:01:46.260 Nicolas Sucari: To try. So let me let me figure out how’s the best way to do it? But yeah.
615 01:01:46.550 ⇒ 01:01:58.810 Nicolas Sucari: if not, we need to have like a spreadsheet for our internal use that we know, like exactly what’s available rate per each of these people, and then we can use that as our like main source of truth.
616 01:01:59.560 ⇒ 01:02:02.080 Nicolas Sucari: not rely on any of the tools, for now
617 01:02:43.400 ⇒ 01:02:47.780 Uttam Kumaran: This. So this is gonna I’m this is gonna be aggressive.
618 01:02:47.910 ⇒ 01:02:50.279 Uttam Kumaran: I’m sure we’re gonna get some pushback
619 01:02:50.630 ⇒ 01:02:55.959 Uttam Kumaran: on the accuracy. But like, for example.
620 01:02:56.530 ⇒ 01:03:00.109 Uttam Kumaran: on Eden, (102) 030-4050,
621 01:03:00.810 ⇒ 01:03:01.560 Nicolas Sucari: It’s 5.
622 01:03:01.560 ⇒ 01:03:02.230 Mariane Cequina: That’s fine!
623 01:03:03.290 ⇒ 01:03:09.470 Uttam Kumaran: Right, and this is wrong like this is Sahana is at 20 right now per week.
624 01:03:09.720 ⇒ 01:03:12.740 Uttam Kumaran: Demalade and awaii, I know, are both probably at 20,
625 01:03:12.850 ⇒ 01:03:16.179 Uttam Kumaran: but we are like we are severely over billing.
626 01:03:17.138 ⇒ 01:03:23.420 Uttam Kumaran: So what my question here is gonna be but like I can’t go have the conversation with sales
627 01:03:23.630 ⇒ 01:03:30.020 Uttam Kumaran: and say you need to either get them to pay more, or we need to take less scope
628 01:03:30.660 ⇒ 01:03:34.010 Nicolas Sucari: But they are paying for 30 h, or they are paying for the actual hours
629 01:03:34.010 ⇒ 01:03:38.480 Uttam Kumaran: They’re paying for 30. They’re paying. So they they have a fixed price. They pay 20 K.
630 01:03:38.760 ⇒ 01:03:39.229 Nicolas Sucari: And so
631 01:03:39.230 ⇒ 01:03:40.640 Uttam Kumaran: So I just the math. I did
632 01:03:40.640 ⇒ 01:03:41.080 Nicolas Sucari: Yeah.
633 01:03:41.080 ⇒ 01:03:45.870 Uttam Kumaran: Was what is 20 K. Over 4 weeks, 45 KA week.
634 01:03:45.870 ⇒ 01:03:48.030 Uttam Kumaran: 5 KA week, divided by 40
635 01:03:48.890 ⇒ 01:03:53.760 Uttam Kumaran: gives me the billable rate, our goal is a billable rate of 200 plus
636 01:03:54.610 ⇒ 01:03:55.220 Nicolas Sucari: Okay.
637 01:03:59.760 ⇒ 01:04:00.770 Uttam Kumaran: That’s like.
638 01:04:01.190 ⇒ 01:04:02.399 Uttam Kumaran: That’s where we are.
639 01:04:03.720 ⇒ 01:04:06.960 Nicolas Sucari: Okay, no, that’s fine, perfect.
640 01:04:07.540 ⇒ 01:04:09.870 Nicolas Sucari: Yeah, I’m gonna set this up. I’m gonna
641 01:04:10.950 ⇒ 01:04:12.949 Nicolas Sucari: check all of these and yeah, come back to you.
642 01:04:13.210 ⇒ 01:04:14.530 Nicolas Sucari: Can you assign that to me
643 01:04:19.780 ⇒ 01:04:27.880 Uttam Kumaran: Okay. And then one thing, I’m gonna just I’m gonna just send this to. I’ll send this to the project pm, team as well to share that we’re working on this.
644 01:04:28.070 ⇒ 01:04:32.399 Uttam Kumaran: Yeah, this is like, as soon as you can have this
645 01:04:33.160 ⇒ 01:04:33.910 Nicolas Sucari: Yeah, yeah.
646 01:04:33.910 ⇒ 01:04:36.730 Uttam Kumaran: We basically could, we’ll basically be able to wrap up
647 01:04:37.590 ⇒ 01:04:41.329 Uttam Kumaran: a ton of conversations by Monday if we can have this done.
648 01:04:41.680 ⇒ 01:04:42.380 Uttam Kumaran: Sorry. I know it’s
649 01:04:42.380 ⇒ 01:04:53.709 Nicolas Sucari: Yeah. And and our conversations that we need to have also with each of the teams and also with Robert and the sales teams, I think, with you, so that we can then go back to the clients and see what we can do right
650 01:04:54.270 ⇒ 01:04:54.745 Uttam Kumaran: Yes.
651 01:04:56.610 ⇒ 01:04:58.010 Nicolas Sucari: Cool. Okay.
652 01:05:01.060 ⇒ 01:05:02.250 Uttam Kumaran: Okay, cool.
653 01:05:02.400 ⇒ 01:05:07.039 Uttam Kumaran: They says. I’ll book the meetings, too. And then, yeah, let’s just keep talking in slack. I’ll see if I can grab some time
654 01:05:07.240 ⇒ 01:05:08.440 Uttam Kumaran: later or tomorrow.
655 01:05:09.090 ⇒ 01:05:12.380 Nicolas Sucari: Okay, okay, okay. Thank you. Guys, thank you.
656 01:05:12.380 ⇒ 01:05:12.740 Mariane Cequina: Thank you.
657 01:05:12.740 ⇒ 01:05:13.100 Nicolas Sucari: Right.
658 01:05:13.100 ⇒ 01:05:13.470 Mariane Cequina: Thank you.