Meeting Title: Nico <> Robert Date: 2024-07-09 Meeting participants: Robert Tseng, Nicolas Sucari


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1 00:01:08.880 00:01:09.699 Nicolas Sucari: Hey, Robert.

2 00:01:10.270 00:01:11.690 Robert Tseng: Hey, Nico? Sorry I’m late.

3 00:01:11.690 00:01:13.759 Nicolas Sucari: Oh, how are you? No problem.

4 00:01:15.090 00:01:16.030 Robert Tseng: Doing okay.

5 00:01:16.966 00:01:18.949 Nicolas Sucari: Busy day, busy week.

6 00:01:19.420 00:01:23.120 Robert Tseng: Yeah, this client has been been a lot. So.

7 00:01:24.110 00:01:24.790 Nicolas Sucari: Yeah.

8 00:01:25.270 00:01:40.399 Nicolas Sucari: I know. I know there’s a lot of stuff going on, I think. And yeah, I’m trying to talk with Nick every day and do some, and see how can I help them, or probably help more? Nick, and you on.

9 00:01:40.590 00:01:50.200 Nicolas Sucari: on, on, like prioritizing a little bit better, and making Nick like, get things done so that we can deliver to you, and you can deliver to my end of finally.

10 00:01:50.560 00:01:51.190 Robert Tseng: Yeah.

11 00:01:51.190 00:02:12.459 Nicolas Sucari: But yeah, what I wanted to ask you was just kind of if we can go through like the top 3 priorities right now that we have for sellers, that I can get more kind of a sense of understanding like, what is the job that we need to do there, or what they are expecting us to deliver. I know that. Probably they are expecting your metabase dashboards right

12 00:02:12.600 00:02:14.090 Nicolas Sucari: like. That’s our

13 00:02:15.186 00:02:17.880 Nicolas Sucari: our product that we need to deliver right.

14 00:02:19.606 00:02:30.130 Robert Tseng: I mean, honestly, I we just I’ve just been on like an hour call with them. And then Newton was there. For part of it. I feel like we’re still not on the same page on priorities. I,

15 00:02:31.480 00:02:35.729 Robert Tseng: yeah, we have this check in on Monday, July 15.th

16 00:02:37.260 00:02:42.370 Robert Tseng: yeah, I’m like we’ve been working on some new reporting, bringing in hubspots.

17 00:02:43.231 00:02:47.420 Robert Tseng: Getting the Stella tables ready and then preparing that for metabase.

18 00:02:48.330 00:02:52.410 Robert Tseng: But I think there’s just been some work from the past that

19 00:02:53.090 00:02:55.150 Robert Tseng: like this

20 00:02:55.960 00:02:58.509 Robert Tseng: this dashboard that we

21 00:02:59.180 00:03:07.824 Robert Tseng: delivered like a month ago for Zendesk. Like that’s been catching up again like the stakeholders are not happy with it. And

22 00:03:08.370 00:03:14.629 Robert Tseng: yeah, so we just kind of spent the past hour like kind of figuring out like where we were not aligned there.

23 00:03:14.990 00:03:26.249 Robert Tseng: So I feel like the priority for me is I mean, feel I mean, I’m not just speaking about like codes are. I’m just gonna be saying things, though. Feel free to just triage it as you will. But.

24 00:03:26.250 00:03:27.159 Nicolas Sucari: Day out.

25 00:03:28.270 00:03:32.761 Robert Tseng: I’m reconnecting with, like the main sponsor of of this engagement.

26 00:03:33.230 00:03:36.450 Robert Tseng: I guess it’s it’s Thursday, because she’s out of office.

27 00:03:38.450 00:03:45.770 Robert Tseng: yeah, I I think I I need to get her to like kind of sort out what the priorities are. I think me and the

28 00:03:45.900 00:03:46.910 Robert Tseng: the end

29 00:03:47.050 00:03:50.470 Robert Tseng: consumer, the stakeholder, I guess whatever you want to call them

30 00:03:50.570 00:03:56.760 Robert Tseng: don’t see eye to eye. We’re not online on, like what the priority is here. So I feel like we’re kind of at a standstill

31 00:03:56.780 00:03:58.209 Robert Tseng: on on that.

32 00:03:58.999 00:04:07.829 Robert Tseng: So but yeah, in the meanwhile, like the work that we are, we’ve been pushing like, if I’m gonna pull up like the get issues like

33 00:04:08.656 00:04:09.549 Robert Tseng: I think

34 00:04:10.500 00:04:21.479 Robert Tseng: the the Erd and data lineage. I know you don’t been kind of like wanting to record a video and and send that over like, that’s something that they urgently had requested.

35 00:04:22.393 00:04:23.839 Robert Tseng: And then.

36 00:04:24.320 00:04:38.620 Robert Tseng: yeah, I think like the U. The upl table, I think, is in a good place. I think some snapshot tables on Stella. I think those are like the only like we’re blocked on the Sfab side of of stuff until we get the priorities figured out there.

37 00:04:39.113 00:04:42.779 Robert Tseng: But I would say, we can keep moving on Stella. So

38 00:04:43.420 00:04:57.850 Robert Tseng: yeah, once we can share Erd and that diagram with with the client, and then we keep building on on Stella and getting that ready for, like Meta-based reporting. I think that would be that’d be good.

39 00:04:58.510 00:05:27.480 Nicolas Sucari: Okay? So yeah, i i i think I understand. You need to talk with your sponsors there on so side, so that you can figure out like no further top priorities, or they can define exactly what they need like we can keep working on. For now I think we can keep working on these star tables that you’re mentioning, and also the helpful integration. I don’t know if we are kind of not there, or we need to get, because I don’t know if we are. Gonna get that maxim.

40 00:05:28.040 00:05:33.849 Nicolas Sucari: I don’t know if we need to do something else on that side, or you’re like pushing so we can get that data.

41 00:05:34.570 00:05:49.820 Robert Tseng: Yeah, I mean, if we’re blocked on Maxio, I feel like that’d be important to get in by by for Monday, like I was hoping it would just come through the same integration with us, Hubspot. It seems like we haven’t answered. Whether or not we can do that. I think I’ve tried looking into it, and I think the answer is no, so.

42 00:05:49.820 00:05:50.210 Nicolas Sucari: Yeah.

43 00:05:50.581 00:05:55.779 Robert Tseng: If we need like to bring in Max, you as another source like.

44 00:05:56.000 00:05:59.440 Robert Tseng: I think that’s something I can confirm today.

45 00:06:01.917 00:06:23.029 Nicolas Sucari: Because what I don’t want is Nick to to yeah, to be just sitting and waiting until we so told him we we tell him what to do. I won’t like to find him like what we need to deliver from our side to you, so that then we can move forward with the client. So like, if you can. If you let me know, like, okay, we need these 2 tasks, or we need these stuff

46 00:06:23.120 00:06:33.599 Nicolas Sucari: ready for Monday. I’m gonna start working with Nick and start pushing to have that ready so that we can go to that. All hands meeting on Monday with everything ready, and just

47 00:06:33.610 00:06:36.150 Nicolas Sucari: hear what the client has to say right.

48 00:06:36.500 00:06:38.116 Robert Tseng: Okay, yeah, I mean.

49 00:06:41.040 00:06:43.560 Nicolas Sucari: What is going on. I think it’s sometimes it is.

50 00:06:43.670 00:06:56.849 Nicolas Sucari: He’s not getting what we need to do or what you need in order to deliver to the client, and he’s like mixing up some stuff. And finally, he’s not getting on anything.

51 00:06:57.450 00:06:58.170 Nicolas Sucari: Armenia.

52 00:06:58.300 00:06:59.090 Nicolas Sucari: and

53 00:06:59.290 00:07:01.390 Nicolas Sucari: doesn’t, and

54 00:07:01.440 00:07:02.700 Nicolas Sucari: into you

55 00:07:03.490 00:07:07.919 Nicolas Sucari: so. But I don’t want that to happen. I

56 00:07:08.150 00:07:18.950 Nicolas Sucari: I love definitions and needs. So that’s what I I will try to ask you a lot better and a little more of time, so that I can understand it, and then like, go to Nick and ask him to get things done.

57 00:07:20.380 00:07:21.130 Robert Tseng: Yeah.

58 00:07:22.363 00:07:24.776 Robert Tseng: Okay, I understand that.

59 00:07:25.430 00:07:41.188 Robert Tseng: okay, so let’s just recap this. I know it’s kind of all over the place. So I mean, I just S. Fab, just drop the bomb pretty much. Okay. I’ll just keep it simple that way. And I need to re regroup with the sponsor on. So we any sab work, we’re pause on

60 00:07:41.770 00:07:53.190 Robert Tseng: But then, as far as like the other work, Stella is still still still going in order to make Stella effective. We do need the Hubspot integration in a good place. We need Maxio data. So

61 00:07:53.773 00:08:01.620 Robert Tseng: yeah, I’m after this, I’m gonna connect with the main stakeholder for Stella and try to get them to.

62 00:08:02.661 00:08:07.880 Robert Tseng: Yeah, just make sure I’ll align on what we’re presenting for for Monday.

63 00:08:08.207 00:08:13.109 Robert Tseng: And then I can update you, and we can work backwards from there on, like how to prioritize that.

64 00:08:13.590 00:08:27.030 Nicolas Sucari: Excellent. Okay? So Hubspot, might say that we need that confirmation. Tab is okay, false by now, and everything on elementary. You need that video. And we need to record the videos to show it. And then that that will be it.

65 00:08:27.240 00:08:35.090 Robert Tseng: Yeah, I would say, that’s top priority, even though it doesn’t feel that important. They just keep. They keep asking for it. And so I just wanna give it to them. Yeah.

66 00:08:35.330 00:08:42.100 Nicolas Sucari: The video. What do you wanna show like how you we can go through the dashboard and what the alerts are

67 00:08:42.140 00:08:44.959 Nicolas Sucari: like to explain a little bit how we can use that.

68 00:08:45.280 00:08:56.989 Robert Tseng: Yeah, I mean, I have not logged into elementary myself. I’ve asked for access, and they haven’t given it to me. So I mean, I I don’t actually know what this, what elementary shows, what I asked for from the team was.

69 00:08:57.020 00:09:08.380 Robert Tseng: we need an Erd. We need to be able to see data lineage, as it’s just like a different view of how the tables relate to each other. So the so the client can see. You know what

70 00:09:08.390 00:09:11.779 Robert Tseng: like these smart tables. Where are they coming from? I think.

71 00:09:11.780 00:09:12.200 Nicolas Sucari: Okay.

72 00:09:12.200 00:09:19.449 Robert Tseng: Utah when Utah explained it today, like it helped. But they they still want to be able to visualize it. So yeah.

73 00:09:19.450 00:09:24.289 Nicolas Sucari: I think that is okay, I’m gonna ask Uzum to record video or phone you mean can do it.

74 00:09:24.598 00:09:31.830 Nicolas Sucari: I’ll send the video to you, and I’ll get access yeah, credentials to you. And do you want separate credentials for the client, too?

75 00:09:33.020 00:09:33.500 Robert Tseng: Yeah.

76 00:09:36.080 00:09:36.750 Nicolas Sucari: Okay.

77 00:09:40.270 00:09:47.310 Nicolas Sucari: that’s perfect. That’s the things I’m gonna start working on. Let me see something else.

78 00:09:47.940 00:09:50.040 Nicolas Sucari: I think that’s it. Right? The last 4.

79 00:09:50.040 00:09:50.550 Robert Tseng: Yeah.

80 00:09:51.028 00:09:53.901 Nicolas Sucari: Elementary. And yeah, okay, we probably.

81 00:09:54.380 00:10:03.087 Robert Tseng: All future messages, I’m sure after I check in with this with the stealth stakeholder, I’ll have more information to share. But yeah.

82 00:10:03.450 00:10:22.650 Nicolas Sucari: If you need credentials, if you need anything else that nobody’s answering, you just tag me. I will start pushing into those things so that we can get the information you need. And if you need, like specific test to be done by us also, let me know. I will start working closely.

83 00:10:22.936 00:10:35.810 Nicolas Sucari: And and yeah, probably with you. If if I need like more meetings during the week, I will just ping you, probably. I’m trying to get the grasp on and on everything on Stella, so that I can pretty understand what we are.

84 00:10:35.980 00:10:39.689 Nicolas Sucari: We want to deliver on what we are doing, so that we can achieve nothing. Okay?

85 00:10:40.189 00:10:54.080 Nicolas Sucari: I mean, I’m I’m available to discuss stuff, to try to understand things, to try to plan out what we are doing and how we want to deliver. But let me know, like your priorities, what we need to deliver. I will try to get things done. Okay.

86 00:10:54.560 00:10:59.509 Robert Tseng: Yeah, no, that’s that’s that’s helpful. Thanks for offering that. Yeah, I know. I’ve been like

87 00:10:59.690 00:11:05.497 Robert Tseng: sending messages trying to like, get get like trying to help like steer steer the ship?

88 00:11:05.970 00:11:08.339 Robert Tseng: yeah. I mean, it’s just unfortunate that

89 00:11:08.800 00:11:12.450 Robert Tseng: I mean, I’m trying to lead with documentation, with outcome.

90 00:11:12.450 00:11:13.290 Nicolas Sucari: Yeah, yeah, yeah, I know.

91 00:11:13.290 00:11:21.100 Robert Tseng: But they just they just keep changing things or random things come up. And so I feel like we’re just constantly chasing alignment here. So

92 00:11:21.711 00:11:32.649 Robert Tseng: yeah, if I if I need to, I got yeah, I’m just gonna keep trying to let the team know as like, there, I pick up different changes in conversation with the client, so.

93 00:11:32.650 00:11:44.140 Nicolas Sucari: Yeah. And if you want to include me in any conversation with the client so that I can, I know I don’t have like the technical understanding of everything. But if you want me to participate in some meeting, just let me know I can jump right in. Okay.

94 00:11:44.360 00:11:47.259 Robert Tseng: Okay, yeah, I mean, we have like a

95 00:11:47.620 00:12:03.369 Robert Tseng: weekly sync with the there’s like, this is like this, the Sab stakeholders are very difficult to work with for me like this is like the most difficult thing I’ve ever had to do. So if I can just add, add you to that one like, maybe that would help.

96 00:12:03.630 00:12:04.330 Robert Tseng: Yeah, I mean.

97 00:12:04.330 00:12:11.209 Nicolas Sucari: I mean, yeah, everything you need. I can. I can join. I can help you. I can try to understand and ask some questions. But yeah.

98 00:12:11.220 00:12:12.379 Nicolas Sucari: course, yeah, let me know.

99 00:12:12.380 00:12:12.860 Robert Tseng: So that.

100 00:12:12.920 00:12:13.880 Nicolas Sucari: Of your plans.

101 00:12:13.880 00:12:27.980 Robert Tseng: That one’s at noon on Mondays. So I mean, I know we have the 15th this W. This won’t be relevant until after next Monday, or whatever so, but moving forward, if if I if you want to be added to that one, I I can

102 00:12:28.000 00:12:30.619 Robert Tseng: I I mean I would I would add you to that to that meeting.

103 00:12:31.220 00:12:32.747 Nicolas Sucari: Yeah, perfect. I’m meeting

104 00:12:33.560 00:12:39.770 Nicolas Sucari: every meeting you want. I’m I’m down for it. I’m trying to help you on everything so that we can both

105 00:12:39.820 00:12:41.350 Nicolas Sucari: brain fortune. You

106 00:12:41.520 00:12:42.860 Nicolas Sucari: of the client. Okay.

107 00:12:43.170 00:12:44.450 Robert Tseng: Okay. Sounds good.

108 00:12:45.310 00:12:46.169 Nicolas Sucari: Thank you. Robert.

109 00:12:46.480 00:12:47.670 Robert Tseng: Alright, thanks, nico.

110 00:12:48.210 00:12:49.020 Nicolas Sucari: A night.

111 00:12:49.020 00:12:49.580 Robert Tseng: Matt.