Meeting Title: Operations Standup Date: 2025-04-02 Meeting participants: Mariane Cequina, Nicolas Sucari, Uttam Kumaran
WEBVTT
1 00:03:55.290 ⇒ 00:03:56.820 Mariane Cequina: Hello, Nicole!
2 00:03:58.010 ⇒ 00:03:59.780 Nicolas Sucari: Hey, Marianne, how are you?
3 00:03:59.780 ⇒ 00:04:02.059 Mariane Cequina: Sure it’s actually close.
4 00:04:02.470 ⇒ 00:04:06.280 Mariane Cequina: Yeah, I’m doing good. It’s actually hold on.
5 00:04:08.170 ⇒ 00:04:10.850 Mariane Cequina: I’m I’m just trying to finish some tasks here
6 00:04:12.640 ⇒ 00:04:13.420 Nicolas Sucari: Okay.
7 00:04:16.709 ⇒ 00:04:21.250 Nicolas Sucari: yeah. I closed some tasks yesterday. Well, I send them to review, I guess.
8 00:04:22.320 ⇒ 00:04:33.581 Mariane Cequina: Actually, I would like to say as well. About the Weekly Review for the Time Log, and as well as the Monthly Review. Maybe we have to bring
9 00:04:34.550 ⇒ 00:04:36.870 Mariane Cequina: brainstorm on how we can
10 00:04:38.410 ⇒ 00:04:40.160 Nicolas Sucari: To review what sorry.
11 00:04:40.360 ⇒ 00:04:46.910 Mariane Cequina: For the time log for the timeline of all. Yeah, on how we can actually talk to.
12 00:04:47.050 ⇒ 00:04:47.830 Mariane Cequina: Oh, yeah.
13 00:04:47.830 ⇒ 00:05:14.720 Nicolas Sucari: Okay? Because I I message Akash yesterday because I was not understanding why they are using like a spreadsheet to manage and like to to check the time looks from clock, if I and the plan, because we have that we have everything that in operating. So that’s what I told him. So what I’m gonna do is I’m gonna record a video on how they can access that view. And and
14 00:05:14.720 ⇒ 00:05:15.560 Mariane Cequina: I also wanted to learn
15 00:05:15.560 ⇒ 00:05:16.000 Nicolas Sucari: And more
16 00:05:16.000 ⇒ 00:05:18.900 Mariane Cequina: About that? Yeah, in in operating? Yeah.
17 00:05:18.900 ⇒ 00:05:24.207 Nicolas Sucari: I’ll I’ll I’ll share a video on how to to go there and look at that data.
18 00:05:24.850 ⇒ 00:05:44.240 Nicolas Sucari: right now, I was trying to upload the clock if I logs into operating, and I’m just I don’t know. I’m running into an error. So I messaged the operating guy saying, Hey, help me fix this. And he’s gonna review that one. So
19 00:05:44.410 ⇒ 00:05:56.190 Nicolas Sucari: I’ll I’ll let you know. But yeah, my idea is to record a video, and that’s why I wanted Amber and Akash to be to to have access to operating so that they can go there and see like the time spent, and all of that
20 00:05:56.300 ⇒ 00:05:57.460 Nicolas Sucari: right.
21 00:05:58.020 ⇒ 00:06:08.759 Nicolas Sucari: But yeah, we we shouldn’t. Because if not, we are doing like the manual process again. And that’s not ideal. And I’m already doing the manual process, and I don’t want anyone else to to do it right.
22 00:06:10.940 ⇒ 00:06:19.430 Nicolas Sucari: until we can automate that like only one person doing the manual process. I think it’s enough, and we don’t need like to duplicate that work
23 00:06:20.930 ⇒ 00:06:21.910 Mariane Cequina: Agree.
24 00:06:23.210 ⇒ 00:06:43.071 Nicolas Sucari: But yeah, let me handle that. I’m I’m I’m gonna send that video today. When I have time to record that yesterday I sent a couple of things in the Brainforge team Channel, I think. That was useful. The calendar stuff how to use linear asks to request a new kind of holiday
25 00:06:43.860 ⇒ 00:06:48.769 Nicolas Sucari: and the and how to like log hours in clock, if I hope everyone
26 00:06:49.240 ⇒ 00:06:54.169 Nicolas Sucari: so. That’s why I don’t know if people is watching those long videos or not.
27 00:06:54.360 ⇒ 00:06:55.350 Nicolas Sucari: But yeah.
28 00:06:55.740 ⇒ 00:06:58.099 Mariane Cequina: I mean. But basically we have to.
29 00:06:58.370 ⇒ 00:07:06.850 Mariane Cequina: I am. I’m writing the policy. So instead of billable and unbillable, we have like client billable, and then brain for each billable.
30 00:07:07.020 ⇒ 00:07:09.950 Mariane Cequina: And then, yeah, we have to
31 00:07:09.950 ⇒ 00:07:10.700 Nicolas Sucari: I mean.
32 00:07:10.820 ⇒ 00:07:26.799 Nicolas Sucari: we cannot do that in clockify we have only billable or non billable, so people won’t. But but that’s something that people don’t need to to do like. They don’t need to say this is billable or not billable. They need to just add the correct project to the time log
33 00:07:26.800 ⇒ 00:07:35.310 Mariane Cequina: Yeah, that’s that’s correct. Yeah, that’s correct. But just just for documentation. And then also, we have to
34 00:07:35.970 ⇒ 00:07:45.820 Mariane Cequina: create a step by step process for weekly review for the operations team, and then, as well as for the matter review for the operations team. So I’m I’m waiting for the
35 00:07:46.190 ⇒ 00:08:09.390 Mariane Cequina: for the response of Akash on their process in weekly review as well as the Monthly Review. So for the Project manager, their responsibility is for allocation, right? To see if they’re if they were able to complete project in the timely manner and as well as the budget. I think they’re also assigned for that. Like to to see the budget for each client and for us for operations. I think our responsibility is just to
36 00:08:09.430 ⇒ 00:08:17.360 Mariane Cequina: see if if everyone is doing it accurately, and then as well as if it’s consistent and efficient. I think that’s our
37 00:08:17.360 ⇒ 00:08:18.010 Nicolas Sucari: They?
38 00:08:18.310 ⇒ 00:08:25.980 Nicolas Sucari: Yeah. But Pm’s have to go into operating to see all that, like, they don’t need to do any manual stuff to go and check all that data.
39 00:08:26.220 ⇒ 00:08:26.740 Nicolas Sucari: Okay.
40 00:08:26.740 ⇒ 00:08:31.029 Mariane Cequina: They have they? They have to to put their their weekly
41 00:08:32.289 ⇒ 00:08:34.100 Mariane Cequina: theory what you call this one
42 00:08:34.260 ⇒ 00:08:37.739 Mariane Cequina: like their process as well as the month, so I’m waiting for a question for them.
43 00:08:37.740 ⇒ 00:08:43.130 Nicolas Sucari: I mean, that’s that’s fine. Let’s ask, like, what is their process? But they should go into like
44 00:08:43.597 ⇒ 00:08:55.590 Nicolas Sucari: operating for 5 min. Look at how the week went and see like, what are the deviations, and understand why? I think that’s what they need to do. And they they can do all of that in operating
45 00:08:56.280 ⇒ 00:08:59.240 Uttam Kumaran: Hey, guys, are you talking about like them? Comparing actuals
46 00:09:00.040 ⇒ 00:09:01.119 Nicolas Sucari: Yeah, how you doing
47 00:09:01.290 ⇒ 00:09:18.799 Uttam Kumaran: Okay. Hey, yeah, I know. I told them. Yes, I told them yesterday. So we were on the call. And then I was like, I was basically like, Hey, do you guys, we made these changes last week, I was like, Are you guys tracking like, are people actually cutting down their hours right? Because we we reduced some hours, and they’re like, Oh, I don’t know. And I’m like.
48 00:09:18.920 ⇒ 00:09:31.480 Uttam Kumaran: I’m like, well, I showed them how to do it in clockify, and then they they quickly were like, well, I just do the spreadsheet, and then I was like you should check check if you can do it in operating. So I think they both found that they could do it. But I feel.
49 00:09:31.480 ⇒ 00:09:32.470 Uttam Kumaran: yeah, that’s
50 00:09:32.690 ⇒ 00:09:33.450 Nicolas Sucari: They didn’t
51 00:09:33.450 ⇒ 00:09:33.920 Uttam Kumaran: Yeah.
52 00:09:33.920 ⇒ 00:09:35.540 Nicolas Sucari: So when I, when I see yeah, yeah.
53 00:09:35.540 ⇒ 00:09:52.629 Nicolas Sucari: in in in the project manager management channel, I messaged Akash about like, what was their? What would they like, what they need to do with that spreadsheet? And they showed him how to do it in operating. So what I was saying what I was telling Marion here is that I’m gonna record a loom on how to access that view.
54 00:09:52.720 ⇒ 00:09:57.330 Nicolas Sucari: to be perfect still, in operating so that they can go there and check it like in there
55 00:09:57.825 ⇒ 00:09:59.545 Uttam Kumaran: It’s just gonna take some time, I think
56 00:09:59.760 ⇒ 00:10:06.060 Nicolas Sucari: I know I know, but what I what I told him is I’m already doing the manual process. I don’t want anyone else doing the manual process
57 00:10:07.000 ⇒ 00:10:10.390 Nicolas Sucari: about time of on that right like you don’t need everyone doing
58 00:10:10.995 ⇒ 00:10:14.024 Uttam Kumaran: You’re becoming like me. Dude
59 00:10:14.630 ⇒ 00:10:16.300 Nicolas Sucari: I know bye, Buddy
60 00:10:16.300 ⇒ 00:10:18.680 Uttam Kumaran: Agree. I know, I 100% agree
61 00:10:19.330 ⇒ 00:10:22.120 Nicolas Sucari: I mean, if he wants to do it, I’ll let him do it, and I
62 00:10:22.120 ⇒ 00:10:26.989 Uttam Kumaran: No, no, no. So I think one thing is we’ll we’ll we’ll end up moving
63 00:10:27.150 ⇒ 00:10:29.990 Uttam Kumaran: that process. Well, actually, 2 things. One.
64 00:10:30.210 ⇒ 00:10:33.479 Uttam Kumaran: Can you? Can you create a ticket on the AI team
65 00:10:33.620 ⇒ 00:10:38.019 Uttam Kumaran: so that we can start to move that manual process to
66 00:10:39.060 ⇒ 00:10:43.689 Uttam Kumaran: like they can. They can just write the Api call basically to do that, you can just create that in
67 00:10:44.250 ⇒ 00:10:44.820 Nicolas Sucari: That, all
68 00:10:44.820 ⇒ 00:10:47.809 Uttam Kumaran: And the backlog for them. Just throw that in there
69 00:10:48.220 ⇒ 00:10:49.129 Nicolas Sucari: We don’t have that
70 00:10:49.130 ⇒ 00:10:50.610 Uttam Kumaran: It’s already there. That’s fine.
71 00:10:50.770 ⇒ 00:10:52.770 Uttam Kumaran: Just while we’re thinking about it.
72 00:10:54.450 ⇒ 00:11:01.910 Uttam Kumaran: the second piece is perfect. Yeah. So I I mean, I I told them just to go look if they can do it. But yeah, that’s a good catch.
73 00:11:02.020 ⇒ 00:11:06.240 Uttam Kumaran: I want them to to use that as much as possible, so
74 00:11:06.740 ⇒ 00:11:08.700 Nicolas Sucari: Okay, I’m gonna create one.
75 00:11:09.440 ⇒ 00:11:11.349 Nicolas Sucari: How are they labeling these
76 00:11:11.350 ⇒ 00:11:16.709 Uttam Kumaran: Yeah, you don’t have to add, you don’t. Yeah, you could just put in your loom and don’t need to put too much detail, because I’ll
77 00:11:16.990 ⇒ 00:11:21.320 Uttam Kumaran: I’m sort of managing a little bit of the backlog there. But okay.
78 00:11:21.800 ⇒ 00:11:30.000 Uttam Kumaran: I think one thing that’s helpful is if you can just put in like when you’re doing it, and how long it takes that way they know they can sort of prioritize
79 00:11:32.180 ⇒ 00:11:32.770 Nicolas Sucari: Yeah, okay.
80 00:11:33.250 ⇒ 00:11:34.310 Uttam Kumaran: Okay, cool.
81 00:11:35.990 ⇒ 00:11:46.950 Uttam Kumaran: Okay, great. But I mean, at least like we’re starting to talk about it. You know, the allocations and team is using clockify. So I mean, basically to give you a sense of like what I did yesterday. I went in. And
82 00:11:47.130 ⇒ 00:11:49.851 Uttam Kumaran: I mean, this is probably like the
83 00:11:50.790 ⇒ 00:11:52.614 Uttam Kumaran: This is probably the
84 00:11:54.700 ⇒ 00:12:14.830 Uttam Kumaran: That’s the most dreaded part of my day, which is like going and looking at all the money. And so yesterday I went through and sort of looked at. I basically went through and and looked at how much came in like sort of for each client. What is our what’s our profitability and everything like that. So
85 00:12:15.010 ⇒ 00:12:21.859 Uttam Kumaran: to give you guys the strategic change, we noticed that for Eden and for Javi we are building. We’re like
86 00:12:24.790 ⇒ 00:12:26.040 Nicolas Sucari: You’re cutting off of them
87 00:12:26.710 ⇒ 00:12:27.400 Mariane Cequina: Yeah.
88 00:12:28.320 ⇒ 00:12:30.190 Nicolas Sucari: We lost you, I guess. Yeah.
89 00:12:44.200 ⇒ 00:12:45.999 Nicolas Sucari: no, we can hear you now.
90 00:12:46.000 ⇒ 00:12:46.960 Uttam Kumaran: Okay, how about now.
91 00:12:47.570 ⇒ 00:12:48.080 Nicolas Sucari: Yeah.
92 00:12:48.080 ⇒ 00:12:49.050 Mariane Cequina: Yeah, yeah.
93 00:12:49.050 ⇒ 00:13:01.349 Uttam Kumaran: Sorry. Sorry. Sorry I just. I am just taking the dog out, so I just had to walk out the house. I guess my point was that to I want to share you guys like what the decision is, because without without seeing.
94 00:13:01.550 ⇒ 00:13:16.109 Uttam Kumaran: without seeing the decision on like, why, looking at the actuals versus estimated matters, I think it’ll be hard to understand the importance. So for me, what I look at is I want to know that we’re making money on each of our
95 00:13:16.570 ⇒ 00:13:26.939 Uttam Kumaran: clients. Right? And in particular, I want to know that we’re we’re making 50% right? Which is what I, which is what I mentioned in our allocation call right. You guys remember that
96 00:13:27.250 ⇒ 00:13:27.820 Nicolas Sucari: Yeah.
97 00:13:28.580 ⇒ 00:13:53.390 Uttam Kumaran: So 50% means for every dollar that comes in, it causes it takes us 50 50 cents to fulfill that right? So like, if you go buy a sandwich right? The sandwich cost 5 to make it. But that’s that’s just the cost of goods, meaning that doesn’t include taxes that doesn’t include software. That’s just what’s called gross margin.
98 00:13:53.530 ⇒ 00:14:18.460 Uttam Kumaran: Gross margin is purely like the cost of goods meaning like, how much of the bun cost. How much of the cheese cost, how much of the person to make those things cost! But that doesn’t include the Fryer that doesn’t include the plates, utensils. You kind of see what I mean. So there’s multiple layers. And you’ll see this in the financial documents where there are multiple steps between fundamentally from revenue all the way down to
99 00:14:18.460 ⇒ 00:14:29.420 Uttam Kumaran: true net profit, true like company profitability. So what we’re looking at now is gross margin margin is basically you consider the word margin is used as like
100 00:14:29.440 ⇒ 00:14:54.059 Uttam Kumaran: drawing a margin or the margin on a piece of paper. Right? So. But margin is really just the difference. So what we’re what we are looking at is the margin between revenue and our 1st line of cost, which for me is, how much do the engineers on a given client cost. And so what I’m looking at is to see that great for every client we are, only we are only we are trying to aim for 50% meaning
101 00:14:54.070 ⇒ 00:15:11.919 Uttam Kumaran: for Javi. We make 10,000 a month, I look to say, can we do everything they need for 5 K. Meaning all the people expenses can be just under 5 k, so then we we work on the calculation. Okay, so who’s involved in the project? Then how much time do they have allotted to work in order to to get that done.
102 00:15:12.030 ⇒ 00:15:38.489 Uttam Kumaran: And so what I did is I went for the last 2 months, and I sort of started to look at okay, how much money is coming in. And then looking at the people and then saying, cool, these people are basically billing this and then looking at okay for Javi and Eden, we’re we’re kind of like break even. We haven’t made money, in fact, for Javi. We probably spent more than than we made, which is bad. And so for me, my decision is then to go. Say, Okay, Pm’s, you need to regulate.
103 00:15:38.530 ⇒ 00:16:00.430 Uttam Kumaran: You need to regulate. And here’s how we’re going to do it right? You can take a look at the people on your team. And here’s how much they have to work, and you have to enforce that. So that’s sort of the mechanics now. And so what I’m telling them now is to say on a weekly basis and a monthly basis. They need to take a look at the fact that their people are only spending the time allocated right. That’s the whole sort of net story here.
104 00:16:02.120 ⇒ 00:16:03.029 Uttam Kumaran: Does that make sense
105 00:16:03.030 ⇒ 00:16:03.570 Nicolas Sucari: Same.
106 00:16:04.070 ⇒ 00:16:06.010 Mariane Cequina: Yeah, yeah, makes sense.
107 00:16:06.010 ⇒ 00:16:06.600 Uttam Kumaran: Okay.
108 00:16:06.870 ⇒ 00:16:18.559 Uttam Kumaran: okay. So I, I think this is great. I think I want people to be using operating more to to kind of have a sense of this of this metric. I think we’re gonna do probably something on a weekly.
109 00:16:18.660 ⇒ 00:16:21.149 Uttam Kumaran: We’re gonna have definitely something at the month end.
110 00:16:21.460 ⇒ 00:16:25.070 Uttam Kumaran: something on a weekly or bi-weekly basis on this like allocation.
111 00:16:25.534 ⇒ 00:16:29.430 Uttam Kumaran: But I feel pretty comfortable with with how it’s going so far
112 00:16:32.110 ⇒ 00:16:32.810 Nicolas Sucari: Right.
113 00:16:36.785 ⇒ 00:16:38.990 Uttam Kumaran: Do we want to go through the board
114 00:16:40.410 ⇒ 00:16:43.599 Nicolas Sucari: Yes, we can go through the board. I can
115 00:16:43.600 ⇒ 00:16:44.220 Uttam Kumaran: Okay.
116 00:16:45.490 ⇒ 00:16:54.160 Nicolas Sucari: Go to the cycle current cycle. Yeah. So udem I sent all of the holidays
117 00:16:55.280 ⇒ 00:16:55.640 Uttam Kumaran: Great
118 00:16:55.640 ⇒ 00:17:07.859 Nicolas Sucari: In the in the slack channel I created the linear. Ask to that right now. The process is, if ever, if anyone uses the linear asking the Brainforge team, we’re gonna receive a new issue in the trash.
119 00:17:08.626 ⇒ 00:17:13.290 Nicolas Sucari: I don’t know how to say this. The triage yeah. View in the operation
120 00:17:13.290 ⇒ 00:17:13.970 Uttam Kumaran: Well, whatever
121 00:17:13.970 ⇒ 00:17:14.319 Nicolas Sucari: Yeah.
122 00:17:14.329 ⇒ 00:17:15.769 Uttam Kumaran: Yeah, yeah, okay, perfect.
123 00:17:15.770 ⇒ 00:17:19.589 Nicolas Sucari: I mean, whatever we we can set that up, we can set that up as as we want
124 00:17:19.599 ⇒ 00:17:20.139 Uttam Kumaran: Okay.
125 00:17:20.140 ⇒ 00:17:43.019 Nicolas Sucari: In in any channel. We we want to see that right now, it’s going into trash in operations. Okay? And I, and yeah, and and maybe we can. I’m I’m working on creating the the same for the Ptos, or we can use the same linear. Ask like, I’m I’m still thinking if we need to create a new one like a new template to do that, or just like use the same one
126 00:17:44.110 ⇒ 00:17:48.910 Uttam Kumaran: Yeah, the other. So for for Pto, I I guess.
127 00:17:49.210 ⇒ 00:17:55.599 Uttam Kumaran: can like I just don’t want people to like when you put it in the Brain Force team. Does it send a message to the team
128 00:17:55.820 ⇒ 00:17:57.809 Uttam Kumaran: after that or no?
129 00:17:58.670 ⇒ 00:18:01.309 Nicolas Sucari: It’s when it we can set that up
130 00:18:01.310 ⇒ 00:18:05.490 Uttam Kumaran: Send a message. Just send a message in slack, because I would rather have people just DM.
131 00:18:06.170 ⇒ 00:18:07.240 Uttam Kumaran: The
132 00:18:07.410 ⇒ 00:18:14.110 Uttam Kumaran: Pto. If, unless it if it doesn’t send a message, then I don’t care. But if it like sends a message, it’s gonna get kind of annoying
133 00:18:14.610 ⇒ 00:18:16.480 Nicolas Sucari: But I think we can deactivate that
134 00:18:17.040 ⇒ 00:18:19.140 Uttam Kumaran: Oh, like the follow up message or something
135 00:18:19.530 ⇒ 00:18:20.180 Nicolas Sucari: Yeah.
136 00:18:20.480 ⇒ 00:18:27.490 Nicolas Sucari: like it it because it will create an issue. And right now, we have like, send a message every time an issue is created to the channel. I think we can.
137 00:18:28.080 ⇒ 00:18:31.080 Nicolas Sucari: Yeah, I’m gonna I’m I’m gonna look into that one. But don’t worry. But yeah, I think
138 00:18:31.080 ⇒ 00:18:34.000 Uttam Kumaran: Yeah. Otherwise, I’m good to those
139 00:18:34.000 ⇒ 00:18:34.830 Nicolas Sucari: Dms.
140 00:18:35.500 ⇒ 00:18:36.270 Uttam Kumaran: Okay, I see, okay.
141 00:18:36.270 ⇒ 00:18:37.460 Nicolas Sucari: Have linear.
142 00:18:37.460 ⇒ 00:18:45.379 Uttam Kumaran: I mean, we can also do the new. We can also probably end up doing the new employee onboarding through linear, too. Then right
143 00:18:47.420 ⇒ 00:18:50.630 Mariane Cequina: New employee. How can you repeat that sorry checklist
144 00:18:50.910 ⇒ 00:18:58.650 Uttam Kumaran: Yes. Well, no, no. The the notion form we can move unless you want to keep it there. I don’t. I don’t care either way. Actually, it’s fine
145 00:18:59.100 ⇒ 00:19:01.190 Mariane Cequina: Okay, so what do you mean?
146 00:19:01.190 ⇒ 00:19:03.099 Mariane Cequina: Yeah, the linear, like, the the step
147 00:19:03.100 ⇒ 00:19:08.870 Uttam Kumaran: Because you you can, because basically what you can do is you can create the checklist as like a subtask
148 00:19:08.870 ⇒ 00:19:09.630 Mariane Cequina: Oh, okay.
149 00:19:09.630 ⇒ 00:19:15.400 Uttam Kumaran: That way that way. It’s a little bit easier to track so the only difference
150 00:19:15.750 ⇒ 00:19:21.739 Nicolas Sucari: Yeah. The only difference is that linear asks don’t like it, doesn’t. It doesn’t have like a
151 00:19:21.910 ⇒ 00:19:29.450 Nicolas Sucari: a nice format of like a form on how to complete that data. It’s kind of just a description
152 00:19:29.725 ⇒ 00:19:31.100 Uttam Kumaran: Yeah, yeah, yeah. I see.
153 00:19:31.100 ⇒ 00:19:37.539 Nicolas Sucari: Where, where you need to complete that. That’s the only thing that I saw. That’s different. And it’s gonna be a little
154 00:19:37.540 ⇒ 00:19:41.589 Uttam Kumaran: I mean, you know what we could do, I? So there’s 2 things we could do here. One
155 00:19:41.810 ⇒ 00:19:45.830 Uttam Kumaran: we could. I think there’s an there’s an alternative where we can set up like
156 00:19:46.100 ⇒ 00:19:50.780 Uttam Kumaran: we can set up a form, or what we can do is you can. You should just ask the AI team saying, Hey.
157 00:19:50.890 ⇒ 00:19:53.750 Uttam Kumaran: we want to build a simple automation that
158 00:19:54.090 ⇒ 00:19:57.749 Uttam Kumaran: that people can type in a form. And then it it creates a linear ticket.
159 00:19:57.870 ⇒ 00:19:58.590 Uttam Kumaran: They’ll do that
160 00:19:58.590 ⇒ 00:20:00.300 Nicolas Sucari: That’s easy. I think that’s easy.
161 00:20:00.300 ⇒ 00:20:04.919 Uttam Kumaran: Yeah, they’ll do that. So maybe just toss something in the backlog
162 00:20:05.090 ⇒ 00:20:08.167 Uttam Kumaran: for us about like migrating the
163 00:20:08.970 ⇒ 00:20:17.930 Uttam Kumaran: migrating the what is it called new employee onboarding to linear. Because I think, Marianne, it’ll be really helpful. You’ll be able to see all of the sub issues.
164 00:20:18.369 ⇒ 00:20:21.869 Uttam Kumaran: And it’ll be really, it’ll be really easy to see it all. There
165 00:20:22.230 ⇒ 00:20:26.050 Mariane Cequina: Okay. But how about the checklist for the new employee?
166 00:20:26.720 ⇒ 00:20:38.750 Uttam Kumaran: So the share. Oh, I see. So that good question. The
167 00:20:40.550 ⇒ 00:20:46.040 Uttam Kumaran: I don’t know. I I kind of yeah. So I guess, Nico. She means the the
168 00:20:46.190 ⇒ 00:20:51.570 Uttam Kumaran: like, the actual like, okay, someone someone on board. They get that notion page with all those checklists
169 00:20:52.650 ⇒ 00:20:55.630 Uttam Kumaran: I’m almost like we should put that in linear
170 00:20:56.110 ⇒ 00:21:00.470 Nicolas Sucari: Yeah, but that’s that’s what you’re saying as to have it as subtasks right?
171 00:21:00.470 ⇒ 00:21:05.310 Uttam Kumaran: No, no, I guess I was saying that this is the form on, like what we need to do to onboard. Somebody
172 00:21:06.800 ⇒ 00:21:07.759 Uttam Kumaran: So like our.
173 00:21:07.760 ⇒ 00:21:13.829 Uttam Kumaran: The issues on our side is like set up one password blah blah! But then the employee themselves have tasks right
174 00:21:13.830 ⇒ 00:21:18.360 Nicolas Sucari: We can have, but we can have both. That’s what I mean.
175 00:21:18.360 ⇒ 00:21:20.740 Uttam Kumaran: Second one. Where would it be like cause
176 00:21:20.740 ⇒ 00:21:27.409 Nicolas Sucari: Same same task, because the onboarding hasn’t finished until the the new employee is fully on boarded right
177 00:21:28.240 ⇒ 00:21:32.019 Uttam Kumaran: But some of those tasks are the employee has to do
178 00:21:34.610 ⇒ 00:21:35.290 Nicolas Sucari: And
179 00:21:35.290 ⇒ 00:21:37.270 Mariane Cequina: You can create a new team if you wanted to
180 00:21:38.640 ⇒ 00:21:43.179 Uttam Kumaran: Some of those tasks. Some of those tasks are ours. Some of those tasks are the new employee.
181 00:21:43.430 ⇒ 00:21:44.610 Uttam Kumaran: So.
182 00:21:45.070 ⇒ 00:21:52.889 Uttam Kumaran: but I actually think that it’s a good. It’s a really good thing to move it to linear, because then it gives them us. It gives them like a intro into linear
183 00:21:53.469 ⇒ 00:21:58.899 Mariane Cequina: Maybe we should create like a new team here in linear for just onboarding how about that
184 00:21:59.490 ⇒ 00:22:01.039 Mariane Cequina: because we have to invite them in the
185 00:22:01.040 ⇒ 00:22:02.020 Uttam Kumaran: Boarding.
186 00:22:03.310 ⇒ 00:22:05.339 Uttam Kumaran: Just for the onboarding.
187 00:22:07.050 ⇒ 00:22:09.279 Uttam Kumaran: Okay? Well, let me think so. I guess
188 00:22:09.280 ⇒ 00:22:09.830 Nicolas Sucari: But
189 00:22:10.932 ⇒ 00:22:20.109 Nicolas Sucari: you mean, Marianne, like the new team with like onboarding the like only is to show, like the new people, what they need to do right like it’s their
190 00:22:20.420 ⇒ 00:22:26.480 Nicolas Sucari: they’re gonna be added to that team with their tasks. And we operations are gonna manage the internal stuff
191 00:22:27.600 ⇒ 00:22:28.880 Mariane Cequina: He, yeah.
192 00:22:29.080 ⇒ 00:22:34.849 Uttam Kumaran: For example, when you guys do your 1st day 1st week check in you can.
193 00:22:35.210 ⇒ 00:22:39.140 Uttam Kumaran: you can do it, and you can just say, pull up your checklist right?
194 00:22:39.970 ⇒ 00:22:45.910 Uttam Kumaran: And they can. You can say, everybody, Hey, it looks like you’re you’re running behind on your 1st week, 1st month.
195 00:22:46.110 ⇒ 00:22:48.260 Uttam Kumaran: 1st day, 1st week, 1st month
196 00:22:48.930 ⇒ 00:22:53.820 Uttam Kumaran: like. But I guess my question is, should we create one team?
197 00:22:53.970 ⇒ 00:22:59.280 Uttam Kumaran: And then everybody’s onboarding stuff is on there, I guess. So there’s like nothing sensitive right?
198 00:22:59.750 ⇒ 00:23:00.360 Mariane Cequina: Nothing
199 00:23:00.360 ⇒ 00:23:02.240 Nicolas Sucari: Sensitive. It’s just like, Create your account
200 00:23:02.240 ⇒ 00:23:07.149 Mariane Cequina: After they’re yeah. And after they they finish their onboarding we can just remove them in that
201 00:23:08.030 ⇒ 00:23:09.520 Mariane Cequina: their space in
202 00:23:09.520 ⇒ 00:23:10.110 Nicolas Sucari: From the team
203 00:23:10.110 ⇒ 00:23:15.090 Uttam Kumaran: I. I like it, because then when you guys run the
204 00:23:15.230 ⇒ 00:23:25.409 Uttam Kumaran: the 1st week meeting or the second week meeting, you can just say, pull up your linear thing, and then you can walk through with everybody. Hey? Where are you stuck like? How can I help?
205 00:23:25.780 ⇒ 00:23:27.110 Uttam Kumaran: Right, all of that?
206 00:23:27.530 ⇒ 00:23:28.910 Uttam Kumaran: I kind of like that.
207 00:23:29.890 ⇒ 00:23:32.800 Nicolas Sucari: Yeah, I’m gonna add a ticket. So create a new team
208 00:23:37.990 ⇒ 00:23:47.920 Mariane Cequina: Also for the time log. I think the concern of amber. I do think the people who are paid hourly are they? They always update their
209 00:23:48.040 ⇒ 00:23:49.150 Mariane Cequina: they’re yeah.
210 00:23:49.150 ⇒ 00:23:49.540 Uttam Kumaran: Yes.
211 00:23:49.540 ⇒ 00:24:04.010 Mariane Cequina: Timesheet in cogify the problem are those people who are who have like a fixed salary. So I think it will be great if we will have, like the names of those people, have the fixed salary so we can reach out to them. I think they’re the people who are like the the problem. I guess
212 00:24:04.680 ⇒ 00:24:07.840 Uttam Kumaran: Yeah, I guess, for the fixed salary
213 00:24:08.480 ⇒ 00:24:09.070 Mariane Cequina: So we can just
214 00:24:09.070 ⇒ 00:24:09.500 Uttam Kumaran: Yeah.
215 00:24:09.500 ⇒ 00:24:10.739 Mariane Cequina: I’m on this age
216 00:24:10.740 ⇒ 00:24:19.700 Uttam Kumaran: Well, let’s well, but let’s talk about like how we know there’s a problem right? So for the folks that are on fixed salary. I guess I look to see. Do they have any hours
217 00:24:19.990 ⇒ 00:24:20.890 Uttam Kumaran: booked?
218 00:24:21.120 ⇒ 00:24:25.460 Uttam Kumaran: Or are the hours like 50% lower than what we expected?
219 00:24:25.950 ⇒ 00:24:28.669 Uttam Kumaran: Right then we know there’s probably a lag
220 00:24:29.700 ⇒ 00:24:35.430 Mariane Cequina: Amber says that some of them don’t really like luxury time at all. I
221 00:24:35.430 ⇒ 00:24:45.709 Uttam Kumaran: Well, yeah, she was. She was talking. She was talking about Miguel, but I also didn’t. I told Miguel to stop logging his hours after. So I was like, don’t worry, that’s my fault, like I said, don’t worry about it.
222 00:24:45.960 ⇒ 00:24:46.940 Mariane Cequina: Oh, okay.
223 00:24:47.570 ⇒ 00:24:48.190 Mariane Cequina: Okay.
224 00:24:48.190 ⇒ 00:24:52.099 Uttam Kumaran: Which is which is like, Yeah, I mean, that’s that’s on me to figure out.
225 00:24:52.340 ⇒ 00:24:55.879 Uttam Kumaran: But but I think, like, what I’m saying is that yeah, it’s either
226 00:24:55.880 ⇒ 00:24:56.410 Nicolas Sucari: Done with your
227 00:24:56.410 ⇒ 00:24:57.200 Uttam Kumaran: Monthly.
228 00:24:57.510 ⇒ 00:24:58.650 Uttam Kumaran: Yeah, we need to do that
229 00:24:58.650 ⇒ 00:25:02.642 Nicolas Sucari: Like for for Miguel, if like, if we don’t want him to like
230 00:25:03.300 ⇒ 00:25:10.499 Nicolas Sucari: be tracking his hours, we can actually leave that already set up in clockify like till the end of time.
231 00:25:10.620 ⇒ 00:25:17.380 Nicolas Sucari: like 8 h, 8 HA day, and that’s gonna count when we do the export into into
232 00:25:17.380 ⇒ 00:25:17.850 Uttam Kumaran: Yeah, I,
233 00:25:17.850 ⇒ 00:25:22.769 Nicolas Sucari: I guess now we can see that his time is already booked to those clients
234 00:25:23.400 ⇒ 00:25:29.379 Uttam Kumaran: Yeah, something like that. I don’t know. Cause even for me, like I just started tracking my time this past month.
235 00:25:29.560 ⇒ 00:25:30.579 Uttam Kumaran: I’m trying to
236 00:25:30.580 ⇒ 00:25:31.020 Nicolas Sucari: How’d it going
237 00:25:31.020 ⇒ 00:25:35.980 Uttam Kumaran: But I’m but it’s really it’s difficult, you guys know. And so one thing that I’m trying to figure out is
238 00:25:36.490 ⇒ 00:25:40.700 Uttam Kumaran: either. Yes, we should just agree on the beginning of the everybody should just set
239 00:25:40.990 ⇒ 00:25:47.379 Uttam Kumaran: set it up during the beginning of the week or for the full time. Folks, we basically need to think of like some process.
240 00:25:47.770 ⇒ 00:25:50.420 Uttam Kumaran: I don’t know. I yeah.
241 00:25:50.420 ⇒ 00:26:00.320 Nicolas Sucari: What I kind of, or what I tend to do is like. When I finish my day I review everything that I’ve done, and I kind of add those hours like every day. That’s the most
242 00:26:00.320 ⇒ 00:26:00.950 Uttam Kumaran: Yeah.
243 00:26:00.950 ⇒ 00:26:04.829 Nicolas Sucari: Because because you have it, for, like the next day, you already forgot what you did yesterday, right
244 00:26:04.830 ⇒ 00:26:05.460 Uttam Kumaran: Yeah.
245 00:26:05.788 ⇒ 00:26:22.209 Nicolas Sucari: So it’s impossible to go back and and start logging hours from a past week. Let’s say so. You need to do it like every day. That’s why my idea was to set up an automated message to the people that didn’t logged in hours today before. Right? So today.
246 00:26:22.210 ⇒ 00:26:22.550 Uttam Kumaran: Yeah.
247 00:26:22.550 ⇒ 00:26:41.970 Nicolas Sucari: I I would send a message in slack channels, tagging the people, saying, Hey, Miguel, you didn’t log hours yesterday. Please go and update that once like it, it should be like as quickly as possible, and if they are not, gonna take like 1 h to log the hours, it’s just like 2 min
248 00:26:43.320 ⇒ 00:26:46.209 Uttam Kumaran: Yeah, I think that’s probably
249 00:26:46.560 ⇒ 00:27:02.220 Uttam Kumaran: a good idea. I mean, I think we should start. So I think a good way of thinking about this is like, what? What’s the distance that we can go on our operations team right? Like our furthest place we can go is just do it every day and say, Fill it out! But this is where like we can say, Hey! What if we?
250 00:27:02.430 ⇒ 00:27:09.900 Uttam Kumaran: What if we sent that alert once a week? But then we asked the AI team, hey, go, you need to build something that allows people to input their
251 00:27:10.110 ⇒ 00:27:11.896 Uttam Kumaran: clockify hours.
252 00:27:12.790 ⇒ 00:27:13.620 Nicolas Sucari: From slack.
253 00:27:14.230 ⇒ 00:27:16.730 Uttam Kumaran: Yeah, from from slack directly.
254 00:27:17.650 ⇒ 00:27:21.409 Nicolas Sucari: I think there is an option or maybe not an option
255 00:27:21.410 ⇒ 00:27:21.730 Uttam Kumaran: But
256 00:27:21.730 ⇒ 00:27:22.240 Nicolas Sucari: I,
257 00:27:22.240 ⇒ 00:27:25.520 Uttam Kumaran: But like they can, they’ll build it, basically, which is like, just tell the
258 00:27:26.080 ⇒ 00:27:28.929 Uttam Kumaran: tell a bot, hey? I worked on this for this much time.
259 00:27:29.070 ⇒ 00:27:31.930 Uttam Kumaran: So so maybe what we do for now is
260 00:27:32.710 ⇒ 00:27:34.849 Uttam Kumaran: we just set up like a
261 00:27:35.420 ⇒ 00:27:37.970 Uttam Kumaran: something that’s let’s just aim for like once a week.
262 00:27:38.080 ⇒ 00:27:39.610 Uttam Kumaran: And can we have a DM.
263 00:27:39.610 ⇒ 00:27:42.370 Nicolas Sucari: I think we’re like anything at cash.
264 00:27:42.540 ⇒ 00:27:47.860 Nicolas Sucari: I think. Akash already, like, set up a reminder. But the channels, yeah, people.
265 00:27:48.450 ⇒ 00:28:02.839 Nicolas Sucari: yeah, we need to check. Like I I’m gonna see if if we can have like a report directly coming out from clockify and see if we can do something with that. I’m not sure if we can set us something automatically from clockify to slack.
266 00:28:03.110 ⇒ 00:28:04.580 Nicolas Sucari: because I don’t think
267 00:28:04.580 ⇒ 00:28:07.170 Uttam Kumaran: But I guess what’s what’s probably better is like
268 00:28:07.580 ⇒ 00:28:10.319 Uttam Kumaran: it’s coming in the Channel. But then also
269 00:28:10.580 ⇒ 00:28:16.170 Uttam Kumaran: it comes up. People get DM’d you know.
270 00:28:16.170 ⇒ 00:28:17.720 Nicolas Sucari: Okay.
271 00:28:18.040 ⇒ 00:28:21.369 Uttam Kumaran: But again, I don’t know. This is probably beyond
272 00:28:21.550 ⇒ 00:28:23.820 Uttam Kumaran: the scope right now. I think
273 00:28:24.010 ⇒ 00:28:34.709 Uttam Kumaran: I think what we’ll do is we’ll we’ll we can. We’ll start to see, like at the end of each week how often we need to probably run it for a week or 2 and see if people are doing it, then it’s no problem right, for now
274 00:28:35.980 ⇒ 00:28:37.379 Nicolas Sucari: Yeah, yeah, that’s fine.
275 00:28:38.270 ⇒ 00:28:41.689 Nicolas Sucari: So if I go to yesterday, and then I see like 6 people
276 00:28:45.000 ⇒ 00:28:51.469 Nicolas Sucari: So for example, all, no, not not. Everyone has, like added information. There.
277 00:28:53.520 ⇒ 00:28:54.100 Uttam Kumaran: Yeah.
278 00:28:54.100 ⇒ 00:29:00.229 Nicolas Sucari: See like they’re only there we g012-34-5678,
279 00:29:00.850 ⇒ 00:29:05.180 Nicolas Sucari: 12 people added time for yesterday, and the rest they didn’t
280 00:29:05.940 ⇒ 00:29:06.315 Uttam Kumaran: Okay.
281 00:29:07.370 ⇒ 00:29:11.570 Nicolas Sucari: But this is where again, like I don’t know. I don’t know whether we should aim for end of week
282 00:29:12.030 ⇒ 00:29:13.689 Uttam Kumaran: Or at least Thursday.
283 00:29:15.210 ⇒ 00:29:16.989 Nicolas Sucari: That’s that’s why, like we need
284 00:29:16.990 ⇒ 00:29:18.959 Uttam Kumaran: Like. Is it annoying? I don’t know
285 00:29:19.970 ⇒ 00:29:23.550 Nicolas Sucari: Maybe it’s annoying, but it’s something that we need to do. That’s
286 00:29:23.550 ⇒ 00:29:24.370 Uttam Kumaran: Yeah.
287 00:29:24.920 ⇒ 00:29:25.510 Nicolas Sucari: Oh.
288 00:29:27.520 ⇒ 00:29:36.149 Nicolas Sucari: like in my previous company, we have that set up full time, like every day you receive that you received a message every day if you didn’t log your hours the day before
289 00:29:36.900 ⇒ 00:29:38.810 Uttam Kumaran: But did it come from someone manually
290 00:29:40.160 ⇒ 00:29:41.850 Nicolas Sucari: That’s what I’m not sure
291 00:29:42.510 ⇒ 00:29:43.160 Uttam Kumaran: Okay.
292 00:29:43.550 ⇒ 00:29:51.805 Nicolas Sucari: But I think we can build something if we can use the notify Apis to see like if there is, and if there are entries because there is
293 00:29:52.600 ⇒ 00:30:01.800 Nicolas Sucari: I I’ve searched that, but I didn’t find like the right Api when I tried to do it with happier. But I’m maybe I can talk with Miguel or Casey and see if we can.
294 00:30:01.940 ⇒ 00:30:02.950 Nicolas Sucari: We can do it
295 00:30:04.120 ⇒ 00:30:04.590 Uttam Kumaran: Okay.
296 00:30:04.590 ⇒ 00:30:07.740 Nicolas Sucari: I already. I already tried it, but I didn’t find the correct Api
297 00:30:10.030 ⇒ 00:30:16.830 Uttam Kumaran: Okay, that’s fine. As long as as long as you. As long as you put it in the in the backlog somewhere it’s tracked. That’s fine.
298 00:30:17.730 ⇒ 00:30:20.350 Nicolas Sucari: Yeah, okay, we’re gonna add it into the backlog.
299 00:30:27.790 ⇒ 00:30:28.630 Nicolas Sucari: Okay.
300 00:30:47.200 ⇒ 00:30:48.030 Uttam Kumaran: Okay.
301 00:30:48.230 ⇒ 00:30:50.789 Uttam Kumaran: Cool. What else?
302 00:30:55.830 ⇒ 00:31:00.639 Nicolas Sucari: Okay, wait, let me save these.
303 00:31:09.610 ⇒ 00:31:13.820 Nicolas Sucari: Wait. Let’s in the backlog. What else do we have in this cycle?
304 00:31:14.020 ⇒ 00:31:38.033 Nicolas Sucari: So for the tool access request process on the Pto request process. I’m gonna use all linear asks. And yeah, just set that up into the operations channels for now and for the Pto. One, I’m gonna see if we can like automatically assign those ones to the Pm’s and make them like, approve or reject. And how then we communicate that into to the team.
305 00:31:38.720 ⇒ 00:31:39.160 Uttam Kumaran: Perfect.
306 00:31:39.160 ⇒ 00:31:39.900 Nicolas Sucari: I mean.
307 00:31:40.220 ⇒ 00:31:49.000 Nicolas Sucari: and then I think everything else is is in progress. How are you doing, Marianne? On the cleaning? The notion pages
308 00:31:49.845 ⇒ 00:31:58.559 Mariane Cequina: All good. I’m I’m just talking to Ann on how they would like to have a documentation for their if they have any ideas as well
309 00:31:58.560 ⇒ 00:31:58.880 Nicolas Sucari: Okay.
310 00:31:58.880 ⇒ 00:32:06.629 Mariane Cequina: For the documentations of their content whatsoever, because they told me last time, they want sometimes to recycle things, so it has to be there
311 00:32:07.940 ⇒ 00:32:11.620 Nicolas Sucari: Okay, perfect.
312 00:32:11.620 ⇒ 00:32:12.010 Mariane Cequina: And I,
313 00:32:12.010 ⇒ 00:32:12.510 Nicolas Sucari: And
314 00:32:12.510 ⇒ 00:32:15.849 Mariane Cequina: All the contract now in documents. So for signing
315 00:32:16.657 ⇒ 00:32:19.240 Uttam Kumaran: And I also love the a comment for Boo
316 00:32:19.570 ⇒ 00:32:20.380 Mariane Cequina: Because, what?
317 00:32:20.380 ⇒ 00:32:20.710 Uttam Kumaran: Okay.
318 00:32:20.710 ⇒ 00:32:21.789 Mariane Cequina: Can you confirm
319 00:32:22.680 ⇒ 00:32:23.450 Uttam Kumaran: Yeah.
320 00:32:23.980 ⇒ 00:32:29.919 Mariane Cequina: So according to to your email, boost it’s 45. But you offered him like a different rate
321 00:32:30.230 ⇒ 00:32:31.229 Uttam Kumaran: Okay. Okay. Great.
322 00:32:32.170 ⇒ 00:32:34.789 Mariane Cequina: And then for the new client onboarding
323 00:32:34.790 ⇒ 00:32:39.929 Uttam Kumaran: So I guess 1 1 thing should we? We have in review here? Should we add another?
324 00:32:41.190 ⇒ 00:32:43.160 Uttam Kumaran: Should we have another?
325 00:32:45.440 ⇒ 00:32:46.480 Mariane Cequina: Progress.
326 00:32:46.940 ⇒ 00:32:49.650 Uttam Kumaran: Yeah. Another. Whatever. Status
327 00:32:54.575 ⇒ 00:32:54.920 Nicolas Sucari: Sorry.
328 00:32:54.920 ⇒ 00:33:00.430 Uttam Kumaran: It like like we have, like in progress, escalation in review.
329 00:33:00.740 ⇒ 00:33:06.230 Uttam Kumaran: And then like, should we have one more after in review
330 00:33:07.730 ⇒ 00:33:08.649 Nicolas Sucari: To me what
331 00:33:09.260 ⇒ 00:33:13.720 Uttam Kumaran: Like, for example, these contracts they all got reviewed. Marianne is now working on those.
332 00:33:13.930 ⇒ 00:33:18.589 Uttam Kumaran: so I I once I review them. I would just move them, saying, Cool this, ready to go.
333 00:33:20.040 ⇒ 00:33:23.939 Nicolas Sucari: Okay. But you reviewed it. Okay? So the okay, I get it.
334 00:33:24.240 ⇒ 00:33:28.250 Uttam Kumaran: Because there’s a there’s a step between in review and and done right now.
335 00:33:28.250 ⇒ 00:33:30.900 Nicolas Sucari: Yeah, maybe just like these are
336 00:33:31.250 ⇒ 00:33:37.230 Nicolas Sucari: contracts, I guess. But but that’s fine. Maybe we can put approved or something. And once this is approved. We can then close it.
337 00:33:38.470 ⇒ 00:33:42.540 Uttam Kumaran: Okay, I’m just gonna create. Approved, reviewed
338 00:33:47.920 ⇒ 00:33:51.380 Nicolas Sucari: And that should be to you like, okay, we’ll go to you
339 00:33:55.140 ⇒ 00:33:59.070 Uttam Kumaran: Yeah. And then that way, that way, it’s just here
340 00:34:01.560 ⇒ 00:34:03.709 Uttam Kumaran: that way. It’s easy to see. Like, okay, what’s
341 00:34:04.030 ⇒ 00:34:08.259 Uttam Kumaran: I? I just wanna make sure that there’s nothing on my plate. Right? That’s still blocking.
342 00:34:10.790 ⇒ 00:34:11.275 Uttam Kumaran: Okay.
343 00:34:12.380 ⇒ 00:34:12.980 Nicolas Sucari: Right.
344 00:34:28.420 ⇒ 00:34:30.060 Uttam Kumaran: Okay, cool?
345 00:34:35.860 ⇒ 00:34:43.080 Uttam Kumaran: So the only the only pieces that I wanna maybe spend a second talking about here is, I think maybe we should do
346 00:34:43.320 ⇒ 00:34:49.840 Uttam Kumaran: some sort of allocation meeting like every Thursday.
347 00:34:50.460 ⇒ 00:34:54.449 Uttam Kumaran: or we can just use the Thursday Pm. Sync.
348 00:34:54.770 ⇒ 00:34:58.209 Uttam Kumaran: as just like a point to talk about allocations.
349 00:34:59.880 ⇒ 00:35:10.450 Uttam Kumaran: that way we can go take a look at clockify. Otherwise I think I think I want to just get every make sure everybody’s on the same page for now. So what I’m gonna do is I’m just gonna book.
350 00:35:10.980 ⇒ 00:35:14.105 Uttam Kumaran: I’m just gonna make sure that there is time
351 00:35:15.250 ⇒ 00:35:23.380 Uttam Kumaran: on Thursday booked so that we can just review it with all the Pm squad. So basically, we do the same. We do stuff an allocation meeting every Thursday.
352 00:35:23.590 ⇒ 00:35:27.889 Uttam Kumaran: for now, until we need to make it until we.
353 00:35:27.890 ⇒ 00:35:29.700 Uttam Kumaran: That’s why that okay.
354 00:35:29.700 ⇒ 00:35:30.270 Mariane Cequina: Okay.
355 00:35:30.270 ⇒ 00:35:30.820 Nicolas Sucari: Yep.
356 00:35:40.150 ⇒ 00:35:40.950 Nicolas Sucari: Okay.
357 00:35:42.230 ⇒ 00:35:44.010 Uttam Kumaran: Okay, that’s all I have.
358 00:35:46.801 ⇒ 00:35:50.229 Uttam Kumaran: Oh, the last piece. So I left some comments on the
359 00:35:50.510 ⇒ 00:35:56.179 Uttam Kumaran: onboarding flows. So the new employee onboarding flows, and the new client, onboarding flows
360 00:36:01.840 ⇒ 00:36:05.820 Uttam Kumaran: I guess. Like, do you wanna
361 00:36:06.080 ⇒ 00:36:08.910 Uttam Kumaran: right now on that new client onboarding flow?
362 00:36:09.250 ⇒ 00:36:14.300 Uttam Kumaran: Do we want to set that like a due date for Friday, or like, I guess, Marianne, this is more on you
363 00:36:15.550 ⇒ 00:36:19.913 Mariane Cequina: Okay, Friday. But actually, Nico also help on that one right?
364 00:36:20.310 ⇒ 00:36:21.240 Uttam Kumaran: I, like, yeah.
365 00:36:21.240 ⇒ 00:36:21.950 Mariane Cequina: Site
366 00:36:21.950 ⇒ 00:36:25.329 Uttam Kumaran: Yeah, I guess it’s just like for every ticket. I just wanna have one person
367 00:36:25.550 ⇒ 00:36:26.130 Mariane Cequina: Okay.
368 00:36:26.130 ⇒ 00:36:27.519 Uttam Kumaran: Who’s a primary
369 00:36:28.330 ⇒ 00:36:30.559 Uttam Kumaran: But we’re all helping on everything. Right? So
370 00:36:30.560 ⇒ 00:36:31.110 Mariane Cequina: Okay.
371 00:36:32.820 ⇒ 00:36:36.810 Uttam Kumaran: So we have the new client onboarding. Do we have the new team member onboarding
372 00:36:38.150 ⇒ 00:36:38.720 Nicolas Sucari: No.
373 00:36:38.720 ⇒ 00:36:44.119 Nicolas Sucari: we need to create. Yeah, we need to create a new task for that one. I mean, we have something
374 00:36:44.610 ⇒ 00:36:48.379 Nicolas Sucari: started on that one. But we need to. Yeah review it and improve
375 00:36:48.380 ⇒ 00:36:48.980 Uttam Kumaran: And change
376 00:36:48.980 ⇒ 00:36:51.020 Mariane Cequina: As well, because we’re moving now in linear
377 00:36:52.820 ⇒ 00:36:55.849 Uttam Kumaran: Well, I want. I still want the visual diagram
378 00:36:56.260 ⇒ 00:36:57.120 Mariane Cequina: Okay.
379 00:36:58.080 ⇒ 00:37:02.370 Uttam Kumaran: Like. I think, the visual diagram, I mean, I did. You guys see what I sent to Vishnu like? I think, she agreed.
380 00:37:02.370 ⇒ 00:37:03.109 Nicolas Sucari: Yeah, yeah.
381 00:37:03.250 ⇒ 00:37:05.660 Uttam Kumaran: Having it visually, is still really helpful.
382 00:37:06.650 ⇒ 00:37:13.129 Nicolas Sucari: Yeah, I think that’s the best like, have it visually 1st and then trying to go deeper into each step
383 00:37:13.450 ⇒ 00:37:14.160 Nicolas Sucari: right
384 00:37:14.160 ⇒ 00:37:17.479 Uttam Kumaran: So do we have a ticket for the new employee. Visual diagram
385 00:37:18.200 ⇒ 00:37:19.760 Nicolas Sucari: No, let me add it. There.
386 00:37:19.760 ⇒ 00:37:20.370 Uttam Kumaran: Okay.
387 00:37:20.690 ⇒ 00:37:26.690 Uttam Kumaran: cause that’s it’s in progress. Right? So then I I, we can just leave it in progress. And I’ll leave some questions
388 00:37:27.060 ⇒ 00:37:33.159 Nicolas Sucari: No, but that one, the one that is in progress is for let me see, clients, new clients right
389 00:37:33.160 ⇒ 00:37:37.179 Uttam Kumaran: But yeah, but I guess I can review the other one, because it’s just sitting there. Right?
390 00:37:37.320 ⇒ 00:37:39.919 Uttam Kumaran: Do you need? Is that like ready? Should I review that
391 00:37:40.270 ⇒ 00:37:43.059 Nicolas Sucari: That’s what I’m worried. Where is it? In review?
392 00:37:43.852 ⇒ 00:37:45.149 Nicolas Sucari: It’s not interesting
393 00:37:45.150 ⇒ 00:37:47.379 Uttam Kumaran: Right now. No, no meaning like it’s just sitting there.
394 00:37:47.560 ⇒ 00:37:48.520 Uttam Kumaran: And Figma
395 00:37:48.520 ⇒ 00:37:59.170 Nicolas Sucari: I I don’t. I think we need to review it 1st with Mariana, and see if we have everything in in place there. Let me do that, and if that’s ready I’ll let you know. And and you can review it. Okay.
396 00:38:00.140 ⇒ 00:38:00.710 Uttam Kumaran: Okay.
397 00:38:00.710 ⇒ 00:38:02.830 Mariane Cequina: Is it for the new employee importing? I actually don’t
398 00:38:02.830 ⇒ 00:38:03.570 Nicolas Sucari: Yes.
399 00:38:03.570 ⇒ 00:38:06.590 Mariane Cequina: The figma. Yeah, we also, we already have the figma
400 00:38:07.480 ⇒ 00:38:16.270 Nicolas Sucari: That’s why that’s what I’m saying. Like. Let’s review it, Marianne, and see if we need to add anything else in there. Now that we have linear and all of these, and then we can send it to
401 00:38:16.270 ⇒ 00:38:16.810 Mariane Cequina: Total number.
402 00:38:16.810 ⇒ 00:38:20.710 Nicolas Sucari: We’re gonna add the issue there with some new employee on boarding diagram review
403 00:38:21.270 ⇒ 00:38:23.140 Mariane Cequina: And can you add as well the
404 00:38:23.760 ⇒ 00:38:28.460 Mariane Cequina: what did you say last time? What I’m like? The the team member will be
405 00:38:28.640 ⇒ 00:38:31.800 Mariane Cequina: like onboarding on the client. We don’t have that as well
406 00:38:32.370 ⇒ 00:38:34.439 Nicolas Sucari: We have it in backlog. I guess it
407 00:38:34.440 ⇒ 00:38:34.850 Mariane Cequina: Oh, okay.
408 00:38:36.040 ⇒ 00:38:38.270 Nicolas Sucari: New user onboarding onto a client documentation
409 00:38:38.270 ⇒ 00:38:39.470 Mariane Cequina: Yeah, yeah.
410 00:38:40.110 ⇒ 00:38:41.259 Nicolas Sucari: It’s in my local
411 00:38:42.770 ⇒ 00:38:43.420 Mariane Cequina: Okay.
412 00:38:43.960 ⇒ 00:38:46.549 Nicolas Sucari: Yeah, everything is, I think everything else is tracked.
413 00:38:46.990 ⇒ 00:38:56.559 Nicolas Sucari: And if you want, like those diagrams, to have, like, we like to have more process on on those diagrams. We can start working on that like adding
414 00:38:56.810 ⇒ 00:39:01.359 Nicolas Sucari: diagrams for each flow like having the contracts like contract created
415 00:39:01.360 ⇒ 00:39:01.870 Uttam Kumaran: Yes.
416 00:39:01.870 ⇒ 00:39:04.840 Nicolas Sucari: How to I don’t know. Do all of that stuff
417 00:39:06.100 ⇒ 00:39:12.459 Uttam Kumaran: Yeah, exactly. So I just want to start with like these 2 processes. And then we can basically start to break it down even further
418 00:39:14.730 ⇒ 00:39:15.360 Nicolas Sucari: Okay.
419 00:39:17.650 ⇒ 00:39:26.002 Uttam Kumaran: Okay, great. So new employee onboarding diagram. And then I’m just gonna link
420 00:39:29.960 ⇒ 00:39:32.430 Uttam Kumaran: oh, God! Where did that go?
421 00:39:34.830 ⇒ 00:39:36.921 Nicolas Sucari: Alright. I need to jump guys.
422 00:39:37.220 ⇒ 00:39:37.950 Uttam Kumaran: Okay.
423 00:39:38.210 ⇒ 00:39:48.779 Nicolas Sucari: But yeah, I’m gonna keep working on all of those ones. And yeah, I think everything in the linear party is updated for now. I’m gonna check that new flow that diagram and and send it to you
424 00:39:49.390 ⇒ 00:39:50.800 Mariane Cequina: Okay, okay, perfect guys
425 00:39:51.070 ⇒ 00:39:51.810 Uttam Kumaran: Thank you.
426 00:39:51.810 ⇒ 00:39:54.100 Mariane Cequina: Bye, bye, bye-bye.
427 00:51:13.490 ⇒ 00:51:14.539 Nicolas Sucari: I don’t know.
428 00:51:14.660 ⇒ 00:51:31.349 Nicolas Sucari: Yeah, sorry for being late, guys, but I I don’t know like what’s the best approach to that one. If you if you scroll down a little bit check the I created the 3 tasks yesterday as we we talked about. So I have like a main task with 3 tasks inside.
429 00:51:32.150 ⇒ 00:51:36.259 Nicolas Sucari: Yeah, that’s the if you go to new communications.
430 00:51:37.780 ⇒ 00:51:40.420 Nicolas Sucari: Yeah, there we see the 3 kind of tasks.
431 00:51:40.680 ⇒ 00:52:03.590 Nicolas Sucari: the communication that we need in slack SMS and in the front end and I don’t know. You let me know. I I was going to check today the how it is in, how the SMS are configured in in consumer I/O, and see like what we need in there, and propose something as I did with this like message, and then we can, I don’t know. Send it. Send it to Tyler if you want.
432 00:52:14.060 ⇒ 00:52:14.920 Nicolas Sucari: Okay.
433 00:52:23.200 ⇒ 00:52:24.030 Nicolas Sucari: okay.
434 00:52:33.800 ⇒ 00:52:34.680 Nicolas Sucari: okay.
435 00:52:50.740 ⇒ 00:53:06.390 Nicolas Sucari: yeah. Don’t worry. I’m I’m gonna just check the the designs and try to come up with a copy. Share that with Tyler as a wireframe, and or maybe I’ll share it with you, Esther, before, to see if, like, we’re getting the right flow, then send it to Tyler. If he approves that, come back and do the change. Okay.
436 00:53:24.000 ⇒ 00:53:30.659 Nicolas Sucari: yeah, I’m I’m gonna check this that screen and see how we can. We can do it. And then maybe we can send it to Randy or
437 00:53:30.790 ⇒ 00:53:34.989 Nicolas Sucari: he. I don’t know who’s doing this to improve that. But that’s fine. I’m gonna check it.
438 00:53:50.200 ⇒ 00:53:58.129 Nicolas Sucari: no, no, not. I’m not. Gonna send Ronnie to create a copy. I’m gonna just ask him about what’s the best way to show it, like
439 00:53:58.770 ⇒ 00:54:00.329 Nicolas Sucari: below the bulletin on that.
440 00:54:01.520 ⇒ 00:54:02.310 Nicolas Sucari: Okay.
441 00:56:09.290 ⇒ 00:56:17.860 Nicolas Sucari: yeah, I I have the fin AI stuff. Also that I shared with you, Tommy. I don’t have a task here. I don’t know if we need to add a task in here for that.
442 00:56:21.820 ⇒ 00:56:24.060 Nicolas Sucari: Okay, if you need a project
443 00:56:29.400 ⇒ 00:56:30.160 Nicolas Sucari: there.
444 00:56:38.970 ⇒ 00:56:39.750 Nicolas Sucari: Okay.
445 00:56:52.440 ⇒ 00:56:56.849 Nicolas Sucari: okay, yeah, just to mention that I’m trying to
446 00:56:57.460 ⇒ 00:57:09.090 Nicolas Sucari: identify, like the most common questions that people are asking in AI, and try to see what are our desired outcomes on that one, so that we can have like a clear path of testing everything before sending it live?
447 00:57:09.368 ⇒ 00:57:27.721 Nicolas Sucari: So we can. Because if not like, we’re asking people to test it out. And they are doing any type of questions and all all of the questions are kind of blockers right now. So we wanna identify what are the most common questions? See the correct flows and answers on those ones. And once that is ready, we can ship that and then keep improving.
448 00:57:28.500 ⇒ 00:57:30.089 Nicolas Sucari: So yeah, I’m working on that
449 00:57:33.800 ⇒ 00:57:34.970 Nicolas Sucari: exactly. Yeah.
450 00:57:46.880 ⇒ 00:57:47.700 Nicolas Sucari: Yeah.
451 00:57:52.030 ⇒ 00:57:52.800 Nicolas Sucari: Now.
452 00:57:54.960 ⇒ 00:58:09.180 Nicolas Sucari: I I think right now. The the blocker stuff is like having links answered by the by, Finai, like, if someone is asking for like a home or something like Finai to provide a link to do that application or to share a link to a
453 00:58:09.530 ⇒ 00:58:12.757 Nicolas Sucari: belong home page landing page so that people can continue
454 00:58:13.200 ⇒ 00:58:21.839 Nicolas Sucari: an application or something. And reviewing all the application process that all of the answers regarding application process are correct. I think
455 00:58:22.390 ⇒ 00:58:23.430 Nicolas Sucari: the rest.
456 00:58:23.700 ⇒ 00:58:28.290 Nicolas Sucari: I think we we can deprioritize that and not make and make it unblockers.
457 00:58:35.370 ⇒ 00:58:36.210 Nicolas Sucari: Okay.
458 00:58:43.150 ⇒ 00:58:43.980 Nicolas Sucari: perfect.
459 00:58:46.650 ⇒ 00:58:55.560 Nicolas Sucari: And one more, Tommy, we need to work together with Isa and Beto to kind of work on that roadmap for Q. 2.
460 00:58:55.800 ⇒ 00:59:01.349 Nicolas Sucari: I don’t know when we’re planning to do that, but we need to like set some time apart to work on those ones.
461 00:59:03.440 ⇒ 00:59:07.830 Nicolas Sucari: Okay, perfect.