Meeting Title: Rill-Demo Date: 2024-05-16 Meeting participants: Ryan Luke Daque, Devon Drew, Uttam Kumaran
WEBVTT
1 00:01:27.750 ⇒ 00:01:29.069 Ryan Luke Daque: Hey? We don’t. Can you hear me?
2 00:01:30.970 ⇒ 00:01:32.710 Uttam Kumaran: Hi, Hi Karen!
3 00:01:39.430 ⇒ 00:01:42.260 Uttam Kumaran: Let’s see if everybody’s able to join
4 00:01:47.870 ⇒ 00:01:48.830 Uttam Kumaran: means
5 00:02:06.700 ⇒ 00:02:07.650 Uttam Kumaran: like.
6 00:02:10.910 ⇒ 00:02:11.910 Uttam Kumaran: thanks.
7 00:02:16.360 ⇒ 00:02:17.180 Uttam Kumaran: network.
8 00:02:18.950 ⇒ 00:02:20.839 Uttam Kumaran: Bring that up there
9 00:02:21.940 ⇒ 00:02:22.840 Uttam Kumaran: lions.
10 00:03:15.510 ⇒ 00:03:19.419 Uttam Kumaran: Alright, Ryan. So Devon’s hopping on. Do you mind just walking through everything.
11 00:03:19.840 ⇒ 00:03:20.630 Ryan Luke Daque: Here’s sure.
12 00:03:34.380 ⇒ 00:03:38.729 Uttam Kumaran: Then we can also just make sure that he has he has access as well.
13 00:03:39.397 ⇒ 00:03:40.830 Uttam Kumaran: That’d be good
14 00:03:42.030 ⇒ 00:03:42.740 Uttam Kumaran: right.
15 00:03:43.040 ⇒ 00:03:43.970 Ryan Luke Daque: Hey! Devon!
16 00:03:47.230 ⇒ 00:03:48.040 Devon Drew: How’s it going.
17 00:03:49.020 ⇒ 00:03:50.452 Uttam Kumaran: Hey? How’s it going.
18 00:03:51.200 ⇒ 00:03:51.589 Devon Drew: Good.
19 00:03:52.530 ⇒ 00:03:54.310 Uttam Kumaran: How was how was yesterday?
20 00:03:55.530 ⇒ 00:04:01.380 Devon Drew: It’s good. It was a good conference. Got to speak on stage and had a bunch of good meetings.
21 00:04:02.780 ⇒ 00:04:03.280 Uttam Kumaran: Nice.
22 00:04:03.280 ⇒ 00:04:05.074 Devon Drew: Awesome custom feedback.
23 00:04:07.870 ⇒ 00:04:12.959 Devon Drew: one. Deutsche Bank said it’d be a nice feature to be able to
24 00:04:13.943 ⇒ 00:04:17.350 Devon Drew: hover over vehicles, vehicle preferences, and see
25 00:04:17.649 ⇒ 00:04:21.680 Devon Drew: and advisors holdings from the 13 s.
26 00:04:22.190 ⇒ 00:04:24.229 Uttam Kumaran: Oh, nice. Okay. Perfect.
27 00:04:26.980 ⇒ 00:04:29.429 Devon Drew: Or just a text box where
28 00:04:29.510 ⇒ 00:04:33.889 Devon Drew: it could source the the tickers from the 13 s.
29 00:04:34.220 ⇒ 00:04:34.730 Uttam Kumaran: Okay.
30 00:04:38.380 ⇒ 00:04:47.840 Uttam Kumaran: okay, awesome. I mean, it’s honestly so the other. So kind of 2 things we’re working on in addition to rail is we started working on the AI with surf.
31 00:04:48.020 ⇒ 00:04:50.360 Uttam Kumaran: Yeah. So that is
32 00:04:50.850 ⇒ 00:04:56.879 Uttam Kumaran: in progress right now. Hopefully, we have something to demo early next week
33 00:04:56.900 ⇒ 00:04:58.210 Uttam Kumaran: arms.
34 00:04:58.290 ⇒ 00:05:23.670 Uttam Kumaran: And then we’re just gonna get it, basically working. And then we can continue to iterate on the AI piece. And then we started. You know, we got everything on board onto real. So I’ll let Ryan kinda take it away. But you have access to real. And we’ve basically made transition. Everything that you’re kind of used to in light dash over, meaning, you know, all the basic tables and views you should be able to see. I guess, Ryan, if you wanna do a brief
35 00:05:25.190 ⇒ 00:05:27.299 Uttam Kumaran: demo, and then we can just make sure that
36 00:05:27.460 ⇒ 00:05:29.440 Uttam Kumaran: Devon is able to.
37 00:05:29.590 ⇒ 00:05:34.149 Uttam Kumaran: you know. See that stuff, and then we can just get a bunch of feedback. For next
38 00:05:34.510 ⇒ 00:05:35.910 Uttam Kumaran: stops. Yeah.
39 00:05:35.910 ⇒ 00:05:38.773 Ryan Luke Daque: Yeah, sure. So yeah, let me send share my screen.
40 00:05:39.400 ⇒ 00:05:41.110 Ryan Luke Daque: Can you see my screen now?
41 00:05:41.380 ⇒ 00:05:43.180 Uttam Kumaran: Yeah. Do you want to zoom in a little bit.
42 00:05:43.980 ⇒ 00:05:44.590 Ryan Luke Daque: Yeah.
43 00:05:44.880 ⇒ 00:05:45.540 Uttam Kumaran: Yeah.
44 00:05:46.550 ⇒ 00:05:47.240 Uttam Kumaran: Yep.
45 00:05:47.240 ⇒ 00:05:53.510 Ryan Luke Daque: So, yeah, currently, we do have 3 dashboards over here. We have the affinity score matches.
46 00:05:53.560 ⇒ 00:05:57.880 Ryan Luke Daque: the asset link platform users and the web analytics.
47 00:05:59.700 ⇒ 00:06:04.980 Ryan Luke Daque: so yeah, like, if we go to the users dashboard, this is actually
48 00:06:05.170 ⇒ 00:06:16.869 Ryan Luke Daque: fairly similar to what we already had. Before, I just added a couple of measures over here like the asset management managers on platform, the wealth managers on platform.
49 00:06:16.910 ⇒ 00:06:19.010 Ryan Luke Daque: basically everything that we had
50 00:06:19.090 ⇒ 00:06:22.260 Ryan Luke Daque: previously in light dash. We added, here.
51 00:06:23.704 ⇒ 00:06:27.070 Ryan Luke Daque: for the measures. And we also have like dimensions.
52 00:06:27.150 ⇒ 00:06:31.939 Ryan Luke Daque: So basically, yeah, it’s similar thing. We can click on.
53 00:06:32.320 ⇒ 00:06:39.380 Ryan Luke Daque: Everything is dynamically filtered. So if we click on asset management and the asset manager role it.
54 00:06:39.390 ⇒ 00:06:40.929 Ryan Luke Daque: all the measures would be
55 00:06:41.190 ⇒ 00:06:42.170 Ryan Luke Daque: like
56 00:06:42.310 ⇒ 00:06:44.020 Ryan Luke Daque: for that role.
57 00:06:44.800 ⇒ 00:06:54.049 Ryan Luke Daque: And you can also see the other dimensions like, what are the emails of the asset managers? What are the profile Urls for the asset managers
58 00:06:54.290 ⇒ 00:06:56.579 Ryan Luke Daque: and and stuff like that?
59 00:06:56.840 ⇒ 00:06:58.940 Ryan Luke Daque: That? The city, the state.
60 00:07:00.690 ⇒ 00:07:01.450 Ryan Luke Daque: everything
61 00:07:02.740 ⇒ 00:07:03.420 Ryan Luke Daque: with that.
62 00:07:03.420 ⇒ 00:07:05.779 Devon Drew: Why is a lot of it? Why is a lot of us saying no data.
63 00:07:07.830 ⇒ 00:07:08.529 Ryan Luke Daque: This is.
64 00:07:09.060 ⇒ 00:07:19.539 Ryan Luke Daque: This is based on the account size. So like asset managers don’t have count size on platform. We can change this make measure like
65 00:07:19.610 ⇒ 00:07:21.729 Ryan Luke Daque: number of users. For example.
66 00:07:22.640 ⇒ 00:07:23.879 Uttam Kumaran: Yeah, me neither. If they put.
67 00:07:23.880 ⇒ 00:07:25.370 Devon Drew: But they put their 8 8.
68 00:07:25.420 ⇒ 00:07:28.489 Devon Drew: I believe they assim managers put their au M.
69 00:07:28.810 ⇒ 00:07:29.570 Devon Drew: Where Lisa.
70 00:07:29.570 ⇒ 00:07:29.930 Uttam Kumaran: So there!
71 00:07:29.930 ⇒ 00:07:30.580 Devon Drew: Kids.
72 00:07:30.890 ⇒ 00:07:33.330 Uttam Kumaran: So there is average aum at the bottom.
73 00:07:33.500 ⇒ 00:07:34.010 Ryan Luke Daque: Yeah.
74 00:07:34.010 ⇒ 00:07:37.882 Uttam Kumaran: And for this you’re gonna see? The asset manager? Au M is high.
75 00:07:38.608 ⇒ 00:07:54.761 Uttam Kumaran: But basically, what you’re able to do is you can have like a context column, which just helps, you say, like, when you look down each list, you can. So you can pretty much select average Au M or any of the other measures, just to see it in context. In each of those small tables.
76 00:07:55.720 ⇒ 00:07:56.110 Ryan Luke Daque: Right.
77 00:07:56.110 ⇒ 00:07:58.580 Uttam Kumaran: It’s probably best to just to have it as
78 00:07:58.780 ⇒ 00:08:00.250 Uttam Kumaran: zoom users
79 00:08:00.808 ⇒ 00:08:06.059 Uttam Kumaran: because they’re just users. That’s where you can basically see the amount of users associated with each.
80 00:08:07.260 ⇒ 00:08:09.450 Ryan Luke Daque: It should be the count of users, right like
81 00:08:09.520 ⇒ 00:08:11.299 Ryan Luke Daque: count of asset managers
82 00:08:11.470 ⇒ 00:08:13.549 Ryan Luke Daque: in the platform, basically.
83 00:08:15.650 ⇒ 00:08:21.260 Ryan Luke Daque: Yeah, I I guess we can default this. I can update this so that it defaults to users
84 00:08:21.830 ⇒ 00:08:27.289 Ryan Luke Daque: and not the total account size on platform that would make it less confusing.
85 00:08:31.855 ⇒ 00:08:33.250 Ryan Luke Daque: I guess. Yeah.
86 00:08:34.820 ⇒ 00:08:37.469 Ryan Luke Daque: that. And you can also like
87 00:08:37.549 ⇒ 00:08:42.630 Ryan Luke Daque: add filters here for the date range. Currently, it’s defaulted to all time.
88 00:08:44.169 ⇒ 00:08:46.430 Ryan Luke Daque: and we can compare it by
89 00:08:47.270 ⇒ 00:08:49.520 Ryan Luke Daque: whatever dimension we have
90 00:08:52.620 ⇒ 00:08:55.040 Ryan Luke Daque: and like. There’s like this
91 00:08:55.490 ⇒ 00:08:56.360 Ryan Luke Daque: pivot.
92 00:08:59.460 ⇒ 00:09:03.820 Ryan Luke Daque: table thing that you can also do like, for example, do the
93 00:09:05.830 ⇒ 00:09:08.380 Ryan Luke Daque: we’ll put the dimensions, let’s say the
94 00:09:08.700 ⇒ 00:09:10.149 Ryan Luke Daque: it’s the
95 00:09:10.590 ⇒ 00:09:12.269 Ryan Luke Daque: roles, for example.
96 00:09:13.290 ⇒ 00:09:17.069 Ryan Luke Daque: and the rows, and then the count of new users is the columns.
97 00:09:17.360 ⇒ 00:09:18.800 Ryan Luke Daque: and then maybe.
98 00:09:18.850 ⇒ 00:09:19.970 Ryan Luke Daque: like total
99 00:09:20.450 ⇒ 00:09:21.185 Ryan Luke Daque: average a
100 00:09:22.720 ⇒ 00:09:25.009 Ryan Luke Daque: You can have like something like this
101 00:09:26.470 ⇒ 00:09:27.779 Ryan Luke Daque: also add like.
102 00:09:29.520 ⇒ 00:09:32.069 Ryan Luke Daque: let’s say, break it down by
103 00:09:32.300 ⇒ 00:09:33.620 Ryan Luke Daque: created at
104 00:09:34.230 ⇒ 00:09:35.380 Ryan Luke Daque: or something.
105 00:09:35.540 ⇒ 00:09:37.350 Ryan Luke Daque: So yeah, you can, you can do some
106 00:09:37.560 ⇒ 00:09:41.169 Ryan Luke Daque: whatever pivot table that you like over here to see
107 00:09:41.610 ⇒ 00:09:44.049 Ryan Luke Daque: based on the dimensions and the measures.
108 00:09:46.900 ⇒ 00:09:48.189 Ryan Luke Daque: Yeah. So maybe what
109 00:09:48.870 ⇒ 00:09:53.050 Ryan Luke Daque: we want to get from you is like feedback and like.
110 00:09:53.580 ⇒ 00:09:56.850 Ryan Luke Daque: is there any like dimensions that you want to be
111 00:09:57.330 ⇒ 00:10:01.560 Ryan Luke Daque: in the top? That’s most likely what you’ll be mostly using.
112 00:10:02.610 ⇒ 00:10:04.650 Ryan Luke Daque: or like even questions as well.
113 00:10:04.650 ⇒ 00:10:07.929 Devon Drew: Yeah, I mean, what’s important. What’s important is
114 00:10:07.940 ⇒ 00:10:13.529 Devon Drew: asset managers on the amount of the amount of wealth managers that that are on
115 00:10:13.620 ⇒ 00:10:15.820 Devon Drew: alum ranges.
116 00:10:16.341 ⇒ 00:10:21.360 Devon Drew: Asset class is interested in preferences from a vehicle. Perspective.
117 00:10:21.887 ⇒ 00:10:25.489 Devon Drew: Those are all things that are top of mind for me.
118 00:10:25.937 ⇒ 00:10:31.619 Devon Drew: As the classes as the class is interested in vehicle preference. A custodian.
119 00:10:32.185 ⇒ 00:10:39.750 Devon Drew: That’s kind of top of mind for me, I guess the question is, what are we gonna be using for on the platform.
120 00:10:40.920 ⇒ 00:10:42.430 Uttam Kumaran: Yeah. So on the desktop.
121 00:10:42.430 ⇒ 00:10:43.840 Devon Drew: Gonna be like that. Sure.
122 00:10:44.638 ⇒ 00:10:54.219 Uttam Kumaran: No, it’s not gonna be light dash. So we’re so. So we’re working with surf on picking like the best tool for that. We’re exploring evidence.
123 00:10:54.624 ⇒ 00:11:11.341 Uttam Kumaran: and we’re kind of exploring like how to do authentication with a tool. We’re also exploring like 2 other tools. It’s gonna be it’s gonna use the same data like the underlying data. But it’s not gonna be. This tool like this tool is particular just for us, internally,
124 00:11:12.540 ⇒ 00:11:22.900 Uttam Kumaran: and it’ll so basically, it’s gonna look a lot like the Demos that the demo videos that search, then but, Ryan, if you want to scroll down on the right. You should have all those
125 00:11:23.437 ⇒ 00:11:26.721 Uttam Kumaran: different measures there. Maybe we could just bring it to the top like we have
126 00:11:27.120 ⇒ 00:11:39.229 Uttam Kumaran: like the alternatives interested in. You know what industry they’re in. All this is available here, but maybe we can just kind of stack rank these of the most important stuff, as at the top, so I guess.
127 00:11:39.230 ⇒ 00:11:41.860 Devon Drew: Cities and cities and cities and states. Yep.
128 00:11:42.170 ⇒ 00:11:45.515 Uttam Kumaran: So if you go to the current vehicles used Brian
129 00:11:46.200 ⇒ 00:11:49.710 Uttam Kumaran: right now we have it as it’s in the middle.
130 00:11:52.010 ⇒ 00:11:52.950 Ryan Luke Daque: This one? Yep.
131 00:11:53.250 ⇒ 00:11:56.369 Uttam Kumaran: Yeah. So if you can, you click, expand
132 00:11:58.940 ⇒ 00:11:59.929 Uttam Kumaran: at the bottom
133 00:12:00.310 ⇒ 00:12:01.679 Uttam Kumaran: to the expand table.
134 00:12:03.950 ⇒ 00:12:04.730 Uttam Kumaran: Yes.
135 00:12:05.570 ⇒ 00:12:11.560 Uttam Kumaran: so right now, current vehicles use comes in as this list, Devon like.
136 00:12:11.690 ⇒ 00:12:14.038 Uttam Kumaran: How do you think we should?
137 00:12:14.570 ⇒ 00:12:18.979 Uttam Kumaran: Do you think we should just break this all down, and then kind of like, look at
138 00:12:19.200 ⇒ 00:12:22.180 Uttam Kumaran: how many people are in each option, because people are.
139 00:12:22.180 ⇒ 00:12:22.790 Devon Drew: Able to get.
140 00:12:22.790 ⇒ 00:12:24.809 Uttam Kumaran: Multiple options. Yup.
141 00:12:25.660 ⇒ 00:12:26.780 Uttam Kumaran: okay, so let’s do that.
142 00:12:26.780 ⇒ 00:12:27.339 Devon Drew: Yeah, like.
143 00:12:29.200 ⇒ 00:12:30.670 Devon Drew: I wanna be I wanna be able to.
144 00:12:30.670 ⇒ 00:12:31.430 Uttam Kumaran: Mass.
145 00:12:31.920 ⇒ 00:12:34.229 Devon Drew: Yeah, I want to be able to say, Hey, there’s.
146 00:12:34.470 ⇒ 00:12:47.609 Devon Drew: you know, 50,000 people using each using etf, there’s 30,000 using Mitchell funds. There’s 100,000 uses, Smas, 50,000 user private equity or using, you know, hedge funds.
147 00:12:50.410 ⇒ 00:12:53.619 Uttam Kumaran: Okay. Awesome. So, Ryan, one thing to note is, let’s
148 00:12:54.430 ⇒ 00:12:56.440 Uttam Kumaran: We’ll take this array and break it out.
149 00:12:56.650 ⇒ 00:12:57.020 Ryan Luke Daque: Right.
150 00:12:57.316 ⇒ 00:13:05.900 Uttam Kumaran: And then we’ll we’ll have an aggregate table where we basically can do counts on each option. Can you go back to all dimensions. There’s a couple of more
151 00:13:06.040 ⇒ 00:13:09.360 Uttam Kumaran: similar dimension where we kind of have these lists
152 00:13:09.430 ⇒ 00:13:10.185 Uttam Kumaran: like
153 00:13:11.560 ⇒ 00:13:12.440 Ryan Luke Daque: Basically all.
154 00:13:12.440 ⇒ 00:13:13.010 Uttam Kumaran: Yeah.
155 00:13:13.150 ⇒ 00:13:16.909 Ryan Luke Daque: Yeah, like, ideal investor time, the university
156 00:13:19.334 ⇒ 00:13:21.519 Ryan Luke Daque: for growth, like, I guess.
157 00:13:21.520 ⇒ 00:13:22.960 Uttam Kumaran: Sessions interest
158 00:13:23.080 ⇒ 00:13:31.450 Uttam Kumaran: also. Let’s maybe what we’ll do is like, let’s see if we can break down all of the things that comes in as a raise, as as individual items.
159 00:13:31.610 ⇒ 00:13:36.513 Uttam Kumaran: And then we’ll basically be able to join it and just see user counts per item.
160 00:13:37.302 ⇒ 00:13:38.749 Uttam Kumaran: which would be like.
161 00:13:38.750 ⇒ 00:13:39.420 Ryan Luke Daque: Yeah.
162 00:13:39.620 ⇒ 00:13:40.890 Uttam Kumaran: Really nice.
163 00:13:41.250 ⇒ 00:13:41.940 Ryan Luke Daque: And care.
164 00:13:42.380 ⇒ 00:13:43.080 Ryan Luke Daque: Yeah.
165 00:13:43.190 ⇒ 00:13:44.560 Ryan Luke Daque: I’ll take note of that.
166 00:13:46.641 ⇒ 00:13:49.659 Uttam Kumaran: Great! Do we want to go to the web platform.
167 00:13:49.660 ⇒ 00:13:50.570 Ryan Luke Daque: Yeah, sure.
168 00:13:51.690 ⇒ 00:13:55.469 Uttam Kumaran: So we also have the web analytics in here.
169 00:13:57.330 ⇒ 00:14:03.969 Uttam Kumaran: you’ll basically be able to see, like the sessions, what people are doing on the platform where what city they’re coming from?
170 00:14:04.634 ⇒ 00:14:06.690 Uttam Kumaran: This, I would say.
171 00:14:06.750 ⇒ 00:14:18.670 Uttam Kumaran: maybe gets. It’s probably gets more and more like people on board the platform. But again. This is to give you a live view base. This is just last this past week. By the way.
172 00:14:19.138 ⇒ 00:14:27.510 Uttam Kumaran: so I guess one thing. Yeah, Ryan, if you wanna hover over that. So, Devon, you can click on this. And then basically, you have all these different options.
173 00:14:28.012 ⇒ 00:14:43.169 Uttam Kumaran: So let me know if there’s options here that we can basically code all these. So it’s really convenient. But I feel like, usually last 7 days or last month is usually appropriate. We’ll we’ll make sure that it’s all Esp
174 00:14:43.612 ⇒ 00:14:47.409 Uttam Kumaran: cause. I know it’s Csc right now. That may be because I was
175 00:14:47.670 ⇒ 00:14:51.129 Uttam Kumaran: doing so. We’re actually it’s probably taking your system time, Ryan, but.
176 00:14:51.130 ⇒ 00:14:51.500 Ryan Luke Daque: Yeah.
177 00:14:52.660 ⇒ 00:14:57.040 Uttam Kumaran: everything we could do in es t. And then the other thing you could do is, can you add a comparison on
178 00:14:57.220 ⇒ 00:15:02.480 Uttam Kumaran: and just share how that works. So if you just could do comparison on time.
179 00:15:05.161 ⇒ 00:15:19.650 Uttam Kumaran: and you do versus the previous week. So what you’re gonna see is you can just see how we’re doing verse last week, so you can see the the light grey line is last week. The purple line is this week, and you’ll also see for each
180 00:15:19.680 ⇒ 00:15:22.690 Uttam Kumaran: different events type. You can see the percent differences basically
181 00:15:23.483 ⇒ 00:15:31.710 Uttam Kumaran: and if you go to percent change on the right Ryan, you can actually also change. If you go to the dropdown
182 00:15:33.661 ⇒ 00:15:36.049 Uttam Kumaran: that we’re just a quick percent change
183 00:15:37.110 ⇒ 00:15:43.149 Uttam Kumaran: right above your cursor. Yeah. And you can actually, you could actually just do go to absolute change.
184 00:15:44.090 ⇒ 00:15:55.649 Uttam Kumaran: And you could actually see like the actual event. So like, you know, we’re up. We’re up like 30 pages, and you know you can kind of, I would say, for quick like, how things are changing. This is really great.
185 00:15:55.940 ⇒ 00:16:00.009 Uttam Kumaran: but overall, just being able to look at like month over month. It’s really easy to see here.
186 00:16:00.960 ⇒ 00:16:07.729 Devon Drew: Yeah, which and then we’ll be able. I’d also like to be able to have some type of
187 00:16:07.750 ⇒ 00:16:12.760 Devon Drew: way to export that view and put it in a deck for investors.
188 00:16:13.250 ⇒ 00:16:16.379 Devon Drew: So even like, if you could show me like even
189 00:16:17.200 ⇒ 00:16:22.180 Devon Drew: would. So yeah, show me how to get there. I’m talking to Morgan Stanley today.
190 00:16:24.380 ⇒ 00:16:28.589 Uttam Kumaran: So Ryan is there? If you go to, I think there’s an ability to. Actually.
191 00:16:28.740 ⇒ 00:16:31.859 Uttam Kumaran: if you’re shared, there’s actually somewhere where you can hit export.
192 00:16:32.783 ⇒ 00:16:34.050 Uttam Kumaran: There’s this.
193 00:16:34.090 ⇒ 00:16:37.500 Ryan Luke Daque: Share the link, but I don’t. There’s an export.
194 00:16:38.430 ⇒ 00:16:42.649 Uttam Kumaran: I think if you, I think if you what you do is if you go to you go to pivot
195 00:16:46.607 ⇒ 00:16:49.460 Uttam Kumaran: there’s a way. Yeah, it says export.
196 00:16:49.570 ⇒ 00:16:51.809 Uttam Kumaran: So what so what you can do is
197 00:16:52.424 ⇒ 00:17:00.089 Uttam Kumaran: you can add in any of the dimensions or measures you want, or the best way is, we can create a report, and I think we can export that.
198 00:17:01.540 ⇒ 00:17:07.150 Uttam Kumaran: We’ll just show this functionality real quick that way. You could see it. So this is basic pivot table.
199 00:17:08.780 ⇒ 00:17:12.299 Uttam Kumaran: But if you wanna go back, Ryan, to explore.
200 00:17:12.390 ⇒ 00:17:15.830 Uttam Kumaran: I think if you save this to a report.
201 00:17:20.950 ⇒ 00:17:21.810 Uttam Kumaran: yeah.
202 00:17:22.750 ⇒ 00:17:23.165 Ryan Luke Daque: Never.
203 00:17:23.589 ⇒ 00:17:25.329 Uttam Kumaran: Yeah. So he’s yeah.
204 00:17:27.009 ⇒ 00:17:29.639 Uttam Kumaran: I think it should be. Is there one all the way at the bottom?
205 00:17:30.148 ⇒ 00:17:33.539 Uttam Kumaran: Maybe let’s follow up and find out where the export is.
206 00:17:33.540 ⇒ 00:17:34.000 Ryan Luke Daque: Yeah.
207 00:17:34.000 ⇒ 00:17:34.730 Uttam Kumaran: Positive.
208 00:17:34.730 ⇒ 00:17:38.739 Ryan Luke Daque: There’s there are reports, so I guess you can save something as a report. And then
209 00:17:39.480 ⇒ 00:17:40.920 Ryan Luke Daque: but yeah, I’ll have to
210 00:17:41.290 ⇒ 00:17:42.610 Ryan Luke Daque: figure that out.
211 00:17:43.371 ⇒ 00:17:47.868 Uttam Kumaran: Yeah, let’s do that. So let’s just when is that? When is that meeting? Yvonne?
212 00:17:50.490 ⇒ 00:17:53.500 Devon Drew: So my meeting with Morgan Stanley is at 2 o’clock East Coast time.
213 00:17:53.850 ⇒ 00:17:55.675 Uttam Kumaran: Okay, cool. So let’s just
214 00:17:56.160 ⇒ 00:18:03.830 Uttam Kumaran: Ryan, maybe in the next like hour. So let’s get like an export version set up and then we can set that over.
215 00:18:04.860 ⇒ 00:18:06.300 Ryan Luke Daque: Sure sounds good.
216 00:18:07.170 ⇒ 00:18:33.089 Uttam Kumaran: So the vondic best thing is if you can go in and like click on stuff and play around and just hammer us with questions. We basically went through and made sure that everything is like clean dimension names are clean. But you know, we have a ton of dimension. So I just wanna make sure that everything you need is there? We’ll go. We’ll go convert the list to individual items and have all that done this week.
217 00:18:33.410 ⇒ 00:18:38.550 Uttam Kumaran: but I’m also I want to schedule some. Basically. What I’m hoping to do is every time we meet
218 00:18:38.550 ⇒ 00:18:50.727 Uttam Kumaran: we’ll walk through this basically to review metrics for the previous week. Because I think this view is like it’s perfect and a little bit easier to grasp that light dash, and then we’ll continue to improve these.
219 00:18:51.586 ⇒ 00:18:58.350 Uttam Kumaran: But you should be comfortable also, pulling this up. Live and sharing with people. So feel free.
220 00:19:02.640 ⇒ 00:19:03.590 Devon Drew: Yeah, sounds good.
221 00:19:05.770 ⇒ 00:19:06.803 Ryan Luke Daque: Cool. Okay.
222 00:19:07.740 ⇒ 00:19:13.139 Uttam Kumaran: Cool. So, Ryan, I guess we’ll regroup after this, and then we can
223 00:19:13.640 ⇒ 00:19:16.830 Uttam Kumaran: create everything into issues. I don’t know to get back on those things.
224 00:19:17.720 ⇒ 00:19:18.560 Ryan Luke Daque: Sounds good.
225 00:19:19.900 ⇒ 00:19:28.550 Uttam Kumaran: Okay, alright quick meeting. So we’ll get back to you, Devon, before, too, with this screenshots of stuff or other how to export. So.
226 00:19:29.530 ⇒ 00:19:33.089 Devon Drew: Alright cool, and how to go with the AI the AI stuff.
227 00:19:33.852 ⇒ 00:19:47.710 Uttam Kumaran: It’s going well. So like we that Demo is working in that environment. So basically, we’re porting that over so surf can bring it into platform. We’re basically starting with the same thing. So you’ll be able to search for a user.
228 00:19:47.810 ⇒ 00:19:51.057 Uttam Kumaran: It then pulls all the data from it.
229 00:19:51.870 ⇒ 00:19:53.279 Devon Drew: Anything I could demo today.
230 00:19:55.060 ⇒ 00:19:55.560 Devon Drew: Bye, guys.
231 00:19:55.560 ⇒ 00:19:56.450 Uttam Kumaran: Like if I’m showing one.
232 00:19:56.450 ⇒ 00:19:58.610 Devon Drew: Or or is it in your environment?
233 00:19:59.060 ⇒ 00:20:11.078 Uttam Kumaran: Yeah, it’s probably not like demoable like. It’s on the platform yet. I mean, you could show the you could show what we what we shared for Black Rock last week.
234 00:20:12.660 ⇒ 00:20:21.829 Uttam Kumaran: I can even send you a couple of screenshots if that’s easier. But basically, I would just I would at least say that we’re building AI functionality. So people can search
235 00:20:21.840 ⇒ 00:20:29.610 Uttam Kumaran: for a given user. And basically we join in all the data and provide them with a summary of that person’s persona.
236 00:20:29.918 ⇒ 00:20:32.601 Uttam Kumaran: I can even send you a little note on that
237 00:20:32.870 ⇒ 00:20:35.319 Devon Drew: Yeah, yeah, no, no, it’ll be yeah. I know it’d be great.
238 00:20:35.320 ⇒ 00:20:48.620 Uttam Kumaran: Okay, okay, let me send that over. Yeah. I mean, I just doesn’t look great. So I don’t. Wanna I don’t. Wanna I don’t want it to like break, or I don’t know. It still looks a little bit like prototypey, but I’ll send you a note, and then even screenshots from what we have last week.
239 00:20:49.010 ⇒ 00:20:51.279 Devon Drew: Alright, sounds, good, alright.
240 00:20:51.280 ⇒ 00:20:55.360 Ryan Luke Daque: I think I think I find a way to export it. I can share it with you.
241 00:20:55.790 ⇒ 00:20:56.590 Uttam Kumaran: Yeah.
242 00:20:57.360 ⇒ 00:20:59.090 Ryan Luke Daque: So can you see my screen.
243 00:20:59.685 ⇒ 00:21:00.280 Uttam Kumaran: Yeah.
244 00:21:00.280 ⇒ 00:21:07.550 Ryan Luke Daque: Basically, what you gonna have to do is like drill into like one specific dimension. And then you can export that.
245 00:21:07.570 ⇒ 00:21:09.140 Ryan Luke Daque: You’ll see this to be file.
246 00:21:10.120 ⇒ 00:21:11.230 Ryan Luke Daque: Yeah, whatever
247 00:21:11.290 ⇒ 00:21:15.769 Ryan Luke Daque: what like, you can even create a scheduled export to send it to your email.
248 00:21:16.320 ⇒ 00:21:17.130 Ryan Luke Daque: Stephanie.
249 00:21:19.850 ⇒ 00:21:20.660 Ryan Luke Daque: But yeah.
250 00:21:20.660 ⇒ 00:21:21.530 Uttam Kumaran: Might be.
251 00:21:21.530 ⇒ 00:21:22.844 Ryan Luke Daque: For the whole
252 00:21:23.770 ⇒ 00:21:25.440 Ryan Luke Daque: the whole thing, I mean you can.
253 00:21:25.440 ⇒ 00:21:28.520 Uttam Kumaran: Can you export? Can you export as a as a Png or no?
254 00:21:29.270 ⇒ 00:21:32.479 Ryan Luke Daque: I don’t think so. You can only export it as like
255 00:21:33.080 ⇒ 00:21:34.600 Ryan Luke Daque: whatever
256 00:21:35.200 ⇒ 00:21:38.880 Ryan Luke Daque: they have there, currently, like Csv or an Excel
257 00:21:38.900 ⇒ 00:21:40.789 Ryan Luke Daque: file or scheduled report.
258 00:21:42.630 ⇒ 00:21:45.429 Uttam Kumaran: And what can you look at her format on here.
259 00:21:47.680 ⇒ 00:21:48.350 Ryan Luke Daque: Yeah, it’s.
260 00:21:48.350 ⇒ 00:21:52.859 Uttam Kumaran: Okay, let me ask them if they if they have, like Png exports, cause. That would be amazing.
261 00:21:53.650 ⇒ 00:21:57.859 Ryan Luke Daque: Yeah, they. They have a bookmark functionality here. So
262 00:21:58.640 ⇒ 00:22:00.870 Ryan Luke Daque: like bookmarking a page or something
263 00:22:01.120 ⇒ 00:22:02.300 Ryan Luke Daque: like this, specific.
264 00:22:02.820 ⇒ 00:22:13.280 Uttam Kumaran: The screenshots may be the best option. Now, I mean, it’s nice, because it looks pretty good. But let me send them a message, and we can confirm essentially.
265 00:22:15.480 ⇒ 00:22:15.780 Devon Drew: Okay.
266 00:22:17.620 ⇒ 00:22:18.520 Uttam Kumaran: College.
267 00:22:20.150 ⇒ 00:22:27.379 Uttam Kumaran: Okay, perfect. So if you, if you already have a deck, Devon, let me know cause I can even go paste stuff in for.
268 00:22:27.380 ⇒ 00:22:27.800 Devon Drew: Okay.
269 00:22:27.800 ⇒ 00:22:30.969 Uttam Kumaran: Just let you know just feel free to send it to me.
270 00:22:31.530 ⇒ 00:22:32.459 Devon Drew: Back over the.
271 00:22:33.010 ⇒ 00:22:34.930 Uttam Kumaran: Alright. Okay. Thanks. Guys.
272 00:22:35.670 ⇒ 00:22:36.980 Ryan Luke Daque: Good thanks, bye.