Meeting Title: Sales-Automation-Series—Opportunity-Stages-&-Workflows Date: 2024-08-20 Meeting participants: Suraj, Nicolas Sucari, Uttam Kumaran
WEBVTT
1 00:00:37.730 ⇒ 00:00:38.740 Nicolas Sucari: Thanks. Raj.
2 00:00:41.100 ⇒ 00:00:42.940 suraj: Hey, Nick, how are you?
3 00:00:44.220 ⇒ 00:00:44.870 suraj: Can.
4 00:00:44.870 ⇒ 00:00:47.459 Nicolas Sucari: Good. Yes, I can hear you.
5 00:00:47.720 ⇒ 00:00:48.700 Nicolas Sucari: How are you?
6 00:00:49.675 ⇒ 00:00:51.700 suraj: Give me one second. I’m
7 00:00:52.460 ⇒ 00:00:54.129 suraj: yeah. The zoom.
8 00:01:10.760 ⇒ 00:01:12.584 suraj: Yeah. Can you see me.
9 00:01:13.170 ⇒ 00:01:14.760 Nicolas Sucari: Yes. How are you?
10 00:01:15.150 ⇒ 00:01:16.669 suraj: I’m doing good. How are you?
11 00:01:17.690 ⇒ 00:01:18.950 Nicolas Sucari: All good, too.
12 00:01:20.050 ⇒ 00:01:24.630 suraj: Yeah, I was just exploring slack. And the notion.
13 00:01:25.930 ⇒ 00:01:29.699 Nicolas Sucari: Perfect. Have you used like then, on notion before? No, or not.
14 00:01:30.082 ⇒ 00:01:35.430 suraj: Never. I was always using teams with other clients. So just exploring. Yeah.
15 00:01:35.490 ⇒ 00:01:38.649 suraj: the channels and the notion how it works.
16 00:01:39.350 ⇒ 00:01:41.290 Nicolas Sucari: I think it’s easy. I mean.
17 00:01:41.290 ⇒ 00:01:42.149 suraj: Yeah, yeah, yeah.
18 00:01:42.150 ⇒ 00:01:42.890 Nicolas Sucari: Thank you.
19 00:01:44.310 ⇒ 00:01:47.290 suraj: Everything is cloud cloud. Based? Right? Yeah.
20 00:01:47.970 ⇒ 00:01:48.570 Nicolas Sucari: Yeah.
21 00:01:49.320 ⇒ 00:01:53.430 Nicolas Sucari: it’s really nice. You can
22 00:01:53.610 ⇒ 00:01:57.460 Nicolas Sucari: go to direct messages. You can create channels.
23 00:01:57.730 ⇒ 00:02:01.479 Nicolas Sucari: You can create like a message with more than one people, you know.
24 00:02:01.530 ⇒ 00:02:05.620 Nicolas Sucari: you can create like groups of channels. If you want.
25 00:02:06.800 ⇒ 00:02:07.680 suraj: True. True.
26 00:02:07.810 ⇒ 00:02:09.776 suraj: it looks very colorful, actually.
27 00:02:11.180 ⇒ 00:02:12.770 Nicolas Sucari: I use the
28 00:02:13.589 ⇒ 00:02:15.509 Nicolas Sucari: like dark mode.
29 00:02:17.430 ⇒ 00:02:19.099 Nicolas Sucari: But yeah, it’s nice.
30 00:02:19.120 ⇒ 00:02:21.909 Nicolas Sucari: I can show you, if you want how I have, how I have it.
31 00:02:22.160 ⇒ 00:02:23.213 suraj: Yeah, sure.
32 00:02:23.740 ⇒ 00:02:26.239 Nicolas Sucari: Organized look so that you can.
33 00:02:26.410 ⇒ 00:02:29.649 Nicolas Sucari: I mean, maybe you use it like this where you use it like
34 00:02:30.690 ⇒ 00:02:32.489 Nicolas Sucari: you can customize it.
35 00:02:32.720 ⇒ 00:02:33.880 Nicolas Sucari: But
36 00:02:33.980 ⇒ 00:02:40.929 Nicolas Sucari: actually, what I did is as we have, like different clients. I create, like these kind of groups, for example, pool parts.
37 00:02:40.940 ⇒ 00:02:46.870 Nicolas Sucari: And you can like drag different like channels into different groups, you know.
38 00:02:47.440 ⇒ 00:02:48.290 suraj: Okay.
39 00:02:48.290 ⇒ 00:02:49.590 Nicolas Sucari: So so
40 00:02:50.260 ⇒ 00:02:56.320 Nicolas Sucari: 1st of all, you have, like everything, what is external? This is like all people that are not in our workspace.
41 00:02:58.020 ⇒ 00:03:13.970 Nicolas Sucari: So you can talk like we have a connection with other workspaces. For example, bt, swim is like all people from pool parts. Unisco is another company that they use for shipping.
42 00:03:14.446 ⇒ 00:03:16.329 Nicolas Sucari: And then we have like
43 00:03:16.340 ⇒ 00:03:29.339 Nicolas Sucari: shared channels with I don’t know the evidence, people that is the tool that we use for visualization, the same for light, dash, and real like, where we can ask questions directly to the people.
44 00:03:30.180 ⇒ 00:03:30.830 Nicolas Sucari: From
45 00:03:30.950 ⇒ 00:03:39.230 Nicolas Sucari: each of those companies you see here, for example, when you see, like the people that is included in this channel, you see that some of them has, like a real
46 00:03:40.141 ⇒ 00:03:45.880 Nicolas Sucari: Like icon here. This means that they are from another workspace.
47 00:03:46.200 ⇒ 00:03:47.260 Nicolas Sucari: I.
48 00:03:48.130 ⇒ 00:03:51.660 Nicolas Sucari: And yeah, I just organize it like this. I mean, you can have like.
49 00:03:52.092 ⇒ 00:03:53.030 Nicolas Sucari: Whatever you want.
50 00:03:53.030 ⇒ 00:03:53.540 suraj: Who I?
51 00:03:53.540 ⇒ 00:03:54.590 Nicolas Sucari: Created this.
52 00:03:54.950 ⇒ 00:03:58.290 suraj: So the pool parts. What, exactly is the pool parts you said.
53 00:03:59.240 ⇒ 00:04:13.199 Nicolas Sucari: So pool. Bart is one of is our client. And yeah, I just created like a section. If you click here or yeah, I think you can create if you click on any of these titles.
54 00:04:13.390 ⇒ 00:04:14.600 Nicolas Sucari: you can.
55 00:04:14.930 ⇒ 00:04:17.200 Nicolas Sucari: Or yeah, I don’t know how to create.
56 00:04:17.649 ⇒ 00:04:24.969 Nicolas Sucari: But yeah, if you click where you will probably see channels. And if you click on channels, you can create a channel or a section
57 00:04:25.528 ⇒ 00:04:33.490 Nicolas Sucari: and yeah, and you can, yeah, just sort stuff. Just see and reads, mentions. I don’t know whatever you want.
58 00:04:33.780 ⇒ 00:04:42.299 Nicolas Sucari: and then here you have like direct messages. You can go through and speak directly to anyone on our workspace, and then you have like different apps.
59 00:04:42.510 ⇒ 00:04:54.830 Nicolas Sucari: For example, I don’t know. Stand uply this is like the stand uply bot that we have running every day, and it sends some messages. And just you answer, for example, today
60 00:04:54.890 ⇒ 00:05:09.769 Nicolas Sucari: it’s a it sent me like it’s time for daily. Stand up. What did you do yesterday? I answered, what do you do on plane today? I answered, and if there was any obstacle I asked, no, and that automatically creates like an entry
61 00:05:09.820 ⇒ 00:05:11.840 Nicolas Sucari: to the board. And it’s
62 00:05:11.850 ⇒ 00:05:17.209 Nicolas Sucari: I I it’s forwarded to other channels so that everyone knows like what I’ve been doing.
63 00:05:18.240 ⇒ 00:05:18.760 suraj: It’s nice.
64 00:05:18.760 ⇒ 00:05:25.170 Nicolas Sucari: But yeah, it’s it’s easy. You can explore. You have all of home. If you want to go to direct messages, you can click here, too, on the left.
65 00:05:25.280 ⇒ 00:05:32.649 Nicolas Sucari: and you can scroll through all of your direct mail messages, activities the same you can
66 00:05:32.700 ⇒ 00:05:38.529 Nicolas Sucari: filter only for mentions or reactions or threats that you are included into
67 00:05:38.920 ⇒ 00:05:40.289 Nicolas Sucari: all kind of stuff.
68 00:05:40.320 ⇒ 00:05:41.520 suraj: Got it. Got it.
69 00:05:41.520 ⇒ 00:05:42.390 Nicolas Sucari: It’s very nice.
70 00:05:42.490 ⇒ 00:05:54.060 Nicolas Sucari: and something that’s really useful is, if you’re like, in one Co. In one conversation. And you wanna like open up another one without leaving this conversation. You can.
71 00:05:54.170 ⇒ 00:05:58.650 Nicolas Sucari: I don’t know if you’re using Mac or windows, but if you come and click.
72 00:05:58.940 ⇒ 00:06:01.429 Nicolas Sucari: it opens up like a new window
73 00:06:01.860 ⇒ 00:06:07.179 Nicolas Sucari: with the other conversation, or you cannot see it, because I’m not sharing this. But look.
74 00:06:08.020 ⇒ 00:06:08.840 suraj: Okay.
75 00:06:09.070 ⇒ 00:06:10.300 Uttam Kumaran: Hey! How are you?
76 00:06:10.520 ⇒ 00:06:12.510 suraj: Hello, Tom! I’m good!
77 00:06:12.510 ⇒ 00:06:13.940 Uttam Kumaran: Good good to see you.
78 00:06:14.680 ⇒ 00:06:19.760 Nicolas Sucari: Yeah, if you come and click. For example, here, in terms of engineering, it opens up like a new window, you see.
79 00:06:20.420 ⇒ 00:06:21.829 Nicolas Sucari: So you can like.
80 00:06:21.940 ⇒ 00:06:24.769 Nicolas Sucari: I like 2 different windows with slack stuff.
81 00:06:26.550 ⇒ 00:06:27.140 suraj: Got it.
82 00:06:27.140 ⇒ 00:06:27.830 Nicolas Sucari: But yeah.
83 00:06:28.280 ⇒ 00:06:38.519 Nicolas Sucari: so that’s about slack. I was just showing, because sureaj told us that he never been use. He’s not been using slack before. And notion
84 00:06:38.840 ⇒ 00:06:44.829 Nicolas Sucari: I was just showing a little bit of the organization as I have it, and then showing different features.
85 00:06:44.930 ⇒ 00:06:45.790 Nicolas Sucari: But yeah.
86 00:06:46.550 ⇒ 00:06:48.060 Nicolas Sucari: and this is not shown.
87 00:06:50.940 ⇒ 00:06:56.700 Nicolas Sucari: yeah, I think you if you were looking into this, we have like different pages.
88 00:06:56.850 ⇒ 00:06:59.449 Nicolas Sucari: Notion works kind of like
89 00:07:00.570 ⇒ 00:07:08.210 Nicolas Sucari: It’s kind of a wiki or a database where you can create different pages, tables, and add any amount of information
90 00:07:08.250 ⇒ 00:07:12.429 Nicolas Sucari: on each of them. So, for example, we have like one
91 00:07:12.440 ⇒ 00:07:18.069 Nicolas Sucari: page that’s called Project Management, with some information, and then you can create.
92 00:07:18.460 ⇒ 00:07:19.630 Nicolas Sucari: Yes, sorry.
93 00:07:19.890 ⇒ 00:07:25.989 suraj: Yeah, yeah, I was. I looked at this whole project management like the meetings. How you guys manage.
94 00:07:25.990 ⇒ 00:07:26.630 Nicolas Sucari: Perfect.
95 00:07:27.460 ⇒ 00:07:39.410 Nicolas Sucari: excellent. Great. Yeah, the idea is to have like different information in each of the different pages. And you can have, like inside pages of in each of them. For example, here we have like clients, page
96 00:07:39.826 ⇒ 00:08:06.580 Nicolas Sucari: and yeah, we have like one. This is called a database, and inside a database we can create like one entry per client. And if you open this 4 parts to go client or this page, we can see here, like all the information that we have that we’ve been like just having like this as a home page for the client and for us. With all of different links of different tools and stuff that we’ve been working on.
97 00:08:06.990 ⇒ 00:08:31.230 Nicolas Sucari: We had here another database with meeting notes and some documentation I was creating here a roadmap and explaining a little bit what each real dashboard has in it. For example, yeah, this one I created today. Like, if you wanna explain what the old order dashboard is that we are showing there in real I just like.
98 00:08:31.230 ⇒ 00:08:32.250 suraj: And use.
99 00:08:32.250 ⇒ 00:08:35.130 Nicolas Sucari: Yeah, I need to create these these descriptions.
100 00:08:36.280 ⇒ 00:08:40.519 suraj: Think I didn’t. I didn’t see this particular client.
101 00:08:40.520 ⇒ 00:08:41.220 Nicolas Sucari: Yeah.
102 00:08:41.659 ⇒ 00:08:44.069 suraj: I think not added into that.
103 00:08:45.738 ⇒ 00:08:47.410 Nicolas Sucari: Probably let me see.
104 00:08:48.660 ⇒ 00:08:51.109 Uttam Kumaran: Jess might have added you right before this.
105 00:08:51.340 ⇒ 00:08:52.530 suraj: Oh, okay.
106 00:08:52.960 ⇒ 00:08:54.649 Uttam Kumaran: So you should see it now.
107 00:08:55.210 ⇒ 00:08:59.360 Nicolas Sucari: Yeah, you should see it. If you refresh, probably you should be able to
108 00:09:00.450 ⇒ 00:09:02.429 Nicolas Sucari: let me see if he’s here.
109 00:09:03.480 ⇒ 00:09:04.140 Nicolas Sucari: Yep.
110 00:09:07.440 ⇒ 00:09:11.610 Nicolas Sucari: And yeah, so notion. It’s kind of a great tool. You can manage that permissions.
111 00:09:12.380 ⇒ 00:09:22.159 Nicolas Sucari: Yeah. And yeah, we can share we, we can share it with clients, too. So that’s kind of interesting, because we can prepare the documentation here, or the information that we want to show
112 00:09:22.220 ⇒ 00:09:25.009 Nicolas Sucari: each of the clients here, and then just share
113 00:09:25.050 ⇒ 00:09:26.379 Nicolas Sucari: the page.
114 00:09:26.460 ⇒ 00:09:28.760 Nicolas Sucari: and it will be it will look good for them.
115 00:09:29.890 ⇒ 00:09:33.009 Nicolas Sucari: What else? Yeah, with a project
116 00:09:34.570 ⇒ 00:09:40.940 Nicolas Sucari: meetings, documentation on engineering stuff. We have like a lot of stuff here.
117 00:09:42.640 ⇒ 00:09:43.620 Nicolas Sucari: Adia.
118 00:09:44.400 ⇒ 00:09:48.369 Nicolas Sucari: this is how notion works. You can create like different pages and
119 00:09:48.560 ⇒ 00:09:54.060 Nicolas Sucari: start like having data, different processes. For example, something that we used
120 00:09:54.260 ⇒ 00:10:08.089 Nicolas Sucari: for pool for pool parts. When we were doing some analysis work, we create here in the documentation database a new page. For example, I don’t know the new for example, that we see
121 00:10:08.320 ⇒ 00:10:31.590 Nicolas Sucari: the new shipping warehouse analysis that we did. And if we go into this page we can see, like all the work which we try to track all of the work we we did. Like each interaction that we have with the client. Where are the takeouts and try to see, like, what is the progress on, what we are trying to to do the analysis? And then we have, like our final result here.
122 00:10:31.992 ⇒ 00:10:46.510 Nicolas Sucari: Before moving this into like a visualization tool like this is kind of for how we track, how we were tracking like the entire process on the analysis on one of the topics. And then, once we had like this.
123 00:10:47.077 ⇒ 00:10:56.270 Nicolas Sucari: final result with all like the key findings, analysis and all that stuff. We try to move this into an visualization tool.
124 00:10:57.750 ⇒ 00:10:59.060 suraj: Understood? Understood?
125 00:10:59.560 ⇒ 00:11:00.530 suraj: Yeah.
126 00:11:00.530 ⇒ 00:11:01.030 Nicolas Sucari: Yeah.
127 00:11:01.030 ⇒ 00:11:04.107 suraj: I’ll explore today the whole notion thing, and
128 00:11:04.450 ⇒ 00:11:08.340 Nicolas Sucari: Yeah, there, there is a lot of information. So if you kind of
129 00:11:08.460 ⇒ 00:11:28.249 Nicolas Sucari: get a little bit lost on what we have there, just ask. I mean, we are. We started using notion. I don’t know a couple, I think, 2 months ago, right, Adam, and we’re trying to to organize everything to see the correct information. We we know that pro. If we if we don’t like
130 00:11:28.599 ⇒ 00:11:51.830 Nicolas Sucari: update the information that we have there, it will start to become like, we, we need to update all of the information, because if not, it would start to get old. So we’re trying to get some time every week. Now, with the time to organize all the different pages and the information that we have there all data, the content so that nothing gets old. And we can still use all of the
131 00:11:51.890 ⇒ 00:12:04.269 Nicolas Sucari: potential notion has and also, yeah, some cleanups, because some stuff like if we started using something, and then we change it to all other things. We need to delete stuff so that no one’s get confused.
132 00:12:04.843 ⇒ 00:12:22.470 Nicolas Sucari: But yeah, like we are using it for our wiki for each of the projects. And just as a place where we create documentation and have different yeah pages so that anyone can go into notion and find the information that they need right.
133 00:12:22.470 ⇒ 00:12:23.500 suraj: Got. It
134 00:12:24.010 ⇒ 00:12:32.170 suraj: sounds good. And so how about the work? We do like actual work, what we develop, or anything like that for the client like where we do that.
135 00:12:33.320 ⇒ 00:12:40.409 Nicolas Sucari: So we have. We use Github. We have a a shared repository
136 00:12:40.750 ⇒ 00:12:44.849 Nicolas Sucari: if I go here. For example, everything that’s.
137 00:12:44.850 ⇒ 00:12:49.800 Uttam Kumaran: Part of the onboarding notes Nico is you know.
138 00:12:49.870 ⇒ 00:13:00.220 Uttam Kumaran: Just to make sure you have a, you can use your brain forge email to create a Github account and all anything we do that gets coded, related. And for issue tracking is all in Github
139 00:13:00.711 ⇒ 00:13:20.500 Uttam Kumaran: and then also, I think in this conversation we can also walk through the dashboards and then kind of like, basically, just make sure you have access to everything. And I want to give you like a day to just go click around and see all the data, and then can kind of give you more insight. Also, in some videos overview of like who the client is and everything like that.
140 00:13:20.650 ⇒ 00:13:28.269 suraj: Got it? Yeah, yeah. So like, are we going to walk on the like systems from like the client itself, or
141 00:13:28.590 ⇒ 00:13:37.089 suraj: like the data and how we get the data. And if we create any dashboards using the tools like how we are going to communicate with the clients.
142 00:13:37.570 ⇒ 00:13:52.679 Uttam Kumaran: Yeah. So Nico and myself. We have meetings directly with clients every week. Variety of the stakeholders within the clients that own marketing, shipping. And you know the executive team. We are having all of our data in Snowflake.
143 00:13:52.730 ⇒ 00:14:11.819 Uttam Kumaran: and we use 5 train to bring all that data in, and then we have a couple of dashboarding to tools primarily real, which you’ll have access to where we do our dashboarding for them. In addition, they sometimes ask for, like more ad hoc analysis that maybe you need to use excel, for otherwise it’s all done in these browser based tools.
144 00:14:12.160 ⇒ 00:14:14.359 suraj: Oh, browser based tools. Okay? So the developer.
145 00:14:14.360 ⇒ 00:14:14.770 Uttam Kumaran: Oh!
146 00:14:14.770 ⇒ 00:14:17.220 suraj: So it’s on the cloud itself, not the yes, exactly. Every.
147 00:14:17.220 ⇒ 00:14:18.810 Uttam Kumaran: Everything is all cloud based? Yeah.
148 00:14:18.810 ⇒ 00:14:23.359 suraj: Okay, okay, so I can use any laptop anytime and sign in on the cloud. And.
149 00:14:23.360 ⇒ 00:14:36.639 Uttam Kumaran: Yeah, as long everything will be through your brain for Gmail. So that’s the primary layer of security. And that will all be like 2 factor, authentication, everything. But everything is cloud based. There’s like nothing. It’s all like really nice tools. Also, hopefully, so.
150 00:14:36.640 ⇒ 00:14:37.390 suraj: Yeah, yeah.
151 00:14:37.390 ⇒ 00:14:38.380 Uttam Kumaran: Also.
152 00:14:39.130 ⇒ 00:14:40.130 suraj: Yeah, we kind of talk.
153 00:14:40.130 ⇒ 00:14:48.549 Uttam Kumaran: We talked a little bit about it. But most of this job hopefully isn’t about the tooling. It’s more about like the output. So hopefully, it’s a lot easier.
154 00:14:49.080 ⇒ 00:14:50.520 suraj: True. True.
155 00:14:51.240 ⇒ 00:14:55.767 suraj: I I’m sorry. What is the tool you you said. You’re using for the dashboards.
156 00:14:56.200 ⇒ 00:14:57.589 suraj: Okay? Okay.
157 00:14:58.960 ⇒ 00:14:59.620 Uttam Kumaran: Let’s just talk.
158 00:14:59.620 ⇒ 00:15:01.719 Nicolas Sucari: And it is real. Yeah.
159 00:15:03.420 ⇒ 00:15:10.019 Nicolas Sucari: And we have like this. Specifically, this project is for pool parts, like we have, like.
160 00:15:10.260 ⇒ 00:15:17.380 Nicolas Sucari: I, I think we’re using only real for pool parts right now. So yeah, I don’t think Stella is using it right.
161 00:15:17.830 ⇒ 00:15:18.939 Uttam Kumaran: No, it’s just an airport.
162 00:15:18.940 ⇒ 00:15:19.630 Nicolas Sucari: Okay.
163 00:15:19.940 ⇒ 00:15:27.859 Nicolas Sucari: So we have this project for pool part. And these are all of the dashboards that we have. So, for example, if I go into all orders
164 00:15:27.910 ⇒ 00:15:46.839 Nicolas Sucari: like, we have all of these measures and dimensions. And all of these is data coming from Snowflake that before is coming from 5 Tran connecting directly to their data sources. And then all of this information of the dashboards is also modeled in our our code. So
165 00:15:47.410 ⇒ 00:15:50.139 Nicolas Sucari: probably I can show you Vs code here.
166 00:15:50.898 ⇒ 00:15:53.530 Nicolas Sucari: And we have, like a folder
167 00:15:54.060 ⇒ 00:15:56.099 Nicolas Sucari: called pool particle rail.
168 00:15:56.160 ⇒ 00:16:01.510 Nicolas Sucari: And here is where we manage like all of the different dashboards. This is the dashboard that I’m showing, for example.
169 00:16:02.167 ⇒ 00:16:09.769 Nicolas Sucari: These all order dashboards that has all these measures and dimensions. It gets coded like this.
170 00:16:11.090 ⇒ 00:16:15.110 Nicolas Sucari: this is something that real has an AI
171 00:16:16.480 ⇒ 00:16:18.680 Nicolas Sucari: a a process where you just
172 00:16:18.880 ⇒ 00:16:24.668 Nicolas Sucari: get the model, there the source and the model. And once you get the model you can create
173 00:16:25.140 ⇒ 00:16:29.260 Nicolas Sucari: automatically a dashboard and then just customize it with whatever you want.
174 00:16:29.849 ⇒ 00:16:34.399 Nicolas Sucari: So each of the different dashboards that we would produce. We can
175 00:16:34.460 ⇒ 00:16:50.720 Nicolas Sucari: 1st work on Snowflake, get the data that we need, and then turn that into a source and a model here into the code and then run it locally and see, how can we create the dashboard from that model and source? Okay.
176 00:16:51.070 ⇒ 00:16:51.920 suraj: Got it.
177 00:16:51.920 ⇒ 00:17:05.079 Nicolas Sucari: And this is this is one of the tools. Primary is the the one that we use for that exploration. To do all of the analysis to answer quick questions when the client asks, and then we have another tool called evidence that is more kind of
178 00:17:05.540 ⇒ 00:17:13.450 Nicolas Sucari: to to deliver like more kind of a report to the customer. On specific topics, right?
179 00:17:14.849 ⇒ 00:17:23.689 suraj: Got it. And how about like the how the client will use this dashboards like within them within their organization. So so we it.
180 00:17:23.690 ⇒ 00:17:24.150 Nicolas Sucari: So they.
181 00:17:24.170 ⇒ 00:17:28.699 suraj: What tool they use like really is used by us, or the client itself.
182 00:17:29.850 ⇒ 00:17:32.149 Nicolas Sucari: I mean, the goal is that they
183 00:17:32.320 ⇒ 00:17:46.349 Nicolas Sucari: they they need to be using this dashboard to answer their questions. Right? So I for I I think, for now, like they are using the dashboard. Probably they are not using it a lot like every day, but when they have any question they they try to
184 00:17:46.370 ⇒ 00:18:03.530 Nicolas Sucari: getting here and try to answer different questions. So that’s kind of our goal to have everything here on real, so that they can go and not be dependent on us to answer the the questions they need. They can go there. And yeah, they find us. The the answers that they need.
185 00:18:04.180 ⇒ 00:18:06.609 suraj: Okay, understood. So for any.
186 00:18:06.610 ⇒ 00:18:07.070 Nicolas Sucari: Gang.
187 00:18:07.070 ⇒ 00:18:10.969 suraj: Or any maintenance things for the future. We we will be doing that.
188 00:18:12.850 ⇒ 00:18:13.570 Nicolas Sucari: Sorry.
189 00:18:13.570 ⇒ 00:18:20.390 suraj: Yeah, any any maintenance for the dashboards, or any changes for the dashboards. In future we will be doing that right from our team. Yeah.
190 00:18:20.390 ⇒ 00:18:21.770 Nicolas Sucari: Exactly. Yeah.
191 00:18:22.050 ⇒ 00:18:36.790 Nicolas Sucari: yeah. Because this lives on lives in. Well, in in that repository. And it’s kind of we, we need to change everything on on the code so that it gets reflected here on the front end. So yeah, we we will be doing all of the changes.
192 00:18:37.320 ⇒ 00:18:39.070 suraj: Got. It sounds good.
193 00:18:39.070 ⇒ 00:18:43.569 Nicolas Sucari: They are. They are just using the tool. Once the dashboard is ready.
194 00:18:44.470 ⇒ 00:18:46.000 suraj: Okay, okay.
195 00:18:47.370 ⇒ 00:18:48.710 suraj: got it. Yeah.
196 00:18:48.950 ⇒ 00:18:54.940 Nicolas Sucari: And we have different dashboards here for like marketing. So Kim is the person that we
197 00:18:55.455 ⇒ 00:19:07.879 Nicolas Sucari: discuss marketing stuff. So she has, like a weekly report that we created here with the measures that she she likes to see and some dimensions. And yeah, for example, she wants to see in the last
198 00:19:08.050 ⇒ 00:19:09.859 Nicolas Sucari: month, for example.
199 00:19:10.120 ⇒ 00:19:11.859 Nicolas Sucari: let’s say, last 4 weeks
200 00:19:12.350 ⇒ 00:19:33.589 Nicolas Sucari: in email channel. Okay, what? How many recipients, how many of us? How? What’s the revenue? And that kind of stuff, and she can actually come here and like filter down by campaign. For example, let’s say you know this campaign, and see the revenue, or change and see how many purchases there were, and that kind of stuff.
201 00:19:34.150 ⇒ 00:19:36.910 Nicolas Sucari: What was the cost of these campaigns? Yeah.
202 00:19:37.260 ⇒ 00:19:39.119 Nicolas Sucari: And she can filter down everything
203 00:19:39.250 ⇒ 00:19:41.249 Nicolas Sucari: like Facebook ads. I don’t know.
204 00:19:41.950 ⇒ 00:19:42.630 Nicolas Sucari: Yep.
205 00:19:43.480 ⇒ 00:19:47.309 suraj: And only you both will be meeting with the clients, and like
206 00:19:47.510 ⇒ 00:19:51.730 suraj: discuss regarding the requirements or anything like that right our.
207 00:19:51.730 ⇒ 00:19:52.310 Nicolas Sucari: Right now.
208 00:19:52.310 ⇒ 00:20:02.200 Uttam Kumaran: It will. Yeah, it’ll actually primarily be you and Nico. And actually, you know, the goal is primarily for you to actually come and own, you know a lot of the client.
209 00:20:02.510 ⇒ 00:20:22.648 Uttam Kumaran: you know. Communication, I I would say. Here’s like kind of the escalation path. And and I know again it’s a lot of information. So we’ll kind of learn as we go. But basically like, this is a client that when I started the company I was really doing like all the work for. And now it’s kind of transition to more like this. This client is now, work is being done from our business.
210 00:20:23.200 ⇒ 00:20:47.609 Uttam Kumaran: So I have a really good relationship with them. But I’m not very hands on day to day. Nico is at the moment really been the primary project manager on the whole thing and coordinating within a bunch of different people. To give you a sense of like, the good thing is like we’ve made a lot of progress. All of their data is organized and centralized in Snowflake, and we now have, like a set of really amazing dashboards here in real
211 00:20:47.917 ⇒ 00:21:11.500 Uttam Kumaran: the tough part is we really spent a lot of time modeling and engineering, but then, on the analysis side, it’s been a little bit hit or miss. They’ve asked for some dashboard updates. Some of the folks that we had previously on the team just had some struggles. Actually like implementing those in a timely fashion. And also, you know, I think from your experience, working with executives, you know. Sometimes they they request many things. They need our help to kind of like
212 00:21:11.600 ⇒ 00:21:31.119 Uttam Kumaran: help understand? Exactly like kind of the dashboard they need to see. And they have some questions about adding new metrics, new definitions and things like that. So your job will really be kind of working closely together with Nico. And as you kind of transition to meeting all the folks on the project, and then, ultimately, ideally, you know, you’ll have the, you know, the ownership of kind of like
213 00:21:31.200 ⇒ 00:21:33.033 Uttam Kumaran: directly dealing with the client.
214 00:21:33.550 ⇒ 00:21:37.399 Uttam Kumaran: And and again, Miko is going to be there really, for like project management on
215 00:21:37.730 ⇒ 00:21:43.669 Uttam Kumaran: kind of scoping and sizing. But the goal is hopefully for you to kind of be ranked up to to kind of own that so.
216 00:21:44.020 ⇒ 00:21:45.210 suraj: Got it. Got it.
217 00:21:46.470 ⇒ 00:21:49.369 Nicolas Sucari: Yeah, obviously, I will keep joining meetings
218 00:21:50.130 ⇒ 00:21:57.820 Nicolas Sucari: as long as you need. And and once we feel that you have the ownership, and you can go directly meet with them.
219 00:21:57.830 ⇒ 00:22:09.049 Nicolas Sucari: I don’t. Wanna I that that’s fine. But I I’m I’m not gonna be disappear like next week or the other one. I’m just gonna keep working closely with you so that we can. Yeah, deliver the best.
220 00:22:09.490 ⇒ 00:22:13.379 Nicolas Sucari: the best reports, the best dashboards, and the analysis that the client needs
221 00:22:13.830 ⇒ 00:22:17.910 Nicolas Sucari: to them. And yeah, I’m gonna be along the way. Okay.
222 00:22:18.400 ⇒ 00:22:19.660 suraj: Got it. Got it.
223 00:22:19.670 ⇒ 00:22:25.440 suraj: But I’ll I’ll also be developing the dashboards or changes to the dashboards. I’ll be also doing that right.
224 00:22:25.960 ⇒ 00:22:26.949 Uttam Kumaran: Yeah, I mean.
225 00:22:26.950 ⇒ 00:22:30.929 Nicolas Sucari: Learning. I’ve been learning a lot on how to do
226 00:22:31.521 ⇒ 00:22:47.429 Nicolas Sucari: to do, to create dashboards, to change stuff, to model some data, even though I don’t have like the technical background I’ve been. I’ve been reading a lot of the documentation of the of the tools of real of evidence and how to. Yeah, asking a lot of questions to.
227 00:22:47.510 ⇒ 00:22:50.240 Nicolas Sucari: And the AI bots. And
228 00:22:50.320 ⇒ 00:22:57.960 Nicolas Sucari: yeah, everything is possible, I think. And it’s not so difficult to wrap up on these tools. So yeah, I think you will. You will get it.
229 00:22:59.570 ⇒ 00:23:00.170 suraj: It’s true.
230 00:23:02.080 ⇒ 00:23:09.590 Nicolas Sucari: Okay, so this is real. I mean, we can go deeper, probably. Or I can just
231 00:23:09.910 ⇒ 00:23:21.729 Nicolas Sucari: give you some time to look into the data to look into the how the dashboards are created. I can I already created in notion? I will share this to you.
232 00:23:22.506 ⇒ 00:23:25.439 Nicolas Sucari: If we go to documentation.
233 00:23:25.480 ⇒ 00:23:29.259 Nicolas Sucari: There is a document on how to set up real.
234 00:23:29.480 ⇒ 00:23:48.840 Nicolas Sucari: pretty or easy steps like how to. Once you clone your repository into your computer how to run it locally and how to try different things. Even though it’s everything is in the in real documentation. We have here some guides and tutorials on how to
235 00:23:48.870 ⇒ 00:24:00.580 Nicolas Sucari: do some stuff, for example, set up setting up real setting up evidence or 2. This is the other tool that we’re using with some screenshots what to do, what not to do.
236 00:24:01.128 ⇒ 00:24:09.090 Nicolas Sucari: But yeah, any question that you have on any of these tools let me know, and we will work together on on solving everything. Okay.
237 00:24:09.580 ⇒ 00:24:11.149 suraj: Sure sure thing.
238 00:24:11.400 ⇒ 00:24:15.270 Uttam Kumaran: And then the one thing you know I wanted to mention is, you know, it’s kind of
239 00:24:15.370 ⇒ 00:24:44.759 Uttam Kumaran: it’s always great to have an opportunity to kind of walk through this client with someone new. And in this process, you know, one thing that I ask everybody on the team is to add stuff for documentation, right? So anything document around. And this is where we’re going to be relying Siraj, a little bit on your background is like how we organize like this client home page for the client. Right? So what dashboards they want to use for what you know. This is where I like. I’ll be asking to see if you’ve seen any great methods before.
240 00:24:44.860 ⇒ 00:24:48.696 Uttam Kumaran: about how we can share where to go, for what? Dashboard? For what questions?
241 00:24:49.277 ⇒ 00:25:08.299 Uttam Kumaran: And then, again, this notion page is actually what we tend to direct the client to go 1st to find out information so that they don’t need to rely on us or like, ask us some basic questions. So you have full control over owning this. And actually, one of my expectations will be that we’re able to organize dashboards and things in here.
242 00:25:08.633 ⇒ 00:25:32.740 Uttam Kumaran: And again, we’re not dealing with like a hundred dashboards. It’s it’s like 5 or 10 dashboards very clearly aligned. I think it will probably take some time for you to go click around in real check out the data, understand? Like the things that they’re working with and also understand the client as well. All of that information is there in, you know, in this notion, Doc. And then again, our goal is not just. To
243 00:25:32.820 ⇒ 00:25:40.959 Uttam Kumaran: work with them is to become part of their team right? And so we become an extension of their business. And that’s what we’ve done really? Well, so far.
244 00:25:41.304 ⇒ 00:25:56.335 Uttam Kumaran: And so I’m excited to kind of be able to kind of hand this off to you. And then again, you’ll be working very closely with Nico, and then we have a bunch of other folks on the team. You’ll you’re in the slack channel now that on Friday I’ll I’ll I’ll be introducing you to everybody and
245 00:25:56.770 ⇒ 00:25:59.420 Uttam Kumaran: And yeah, there’s a lot of folks that will be able to help with everything.
246 00:25:59.590 ⇒ 00:26:25.580 suraj: Sure and like, how how we are going to decide about the layout. So, for example, we, we are created like 5 to 10 dashboards for this client, and how we are deciding like who like it, will be the from client side or our side, like the layout of the dashboard. How we show the like the visualizations kind of things. Is it like our recommendation? Or the client will come up with? Specifically, this is what we wanted.
247 00:26:25.760 ⇒ 00:26:29.130 Uttam Kumaran: It’s usually our recommendation. For this client.
248 00:26:29.606 ⇒ 00:26:37.910 Uttam Kumaran: For the most part they’re relying on us to kind of make those decisions, for example in real, though there’s not much customers customization.
249 00:26:38.020 ⇒ 00:27:03.550 Uttam Kumaran: and which makes it a little bit nicer. Because really, if you click on one of these dashboards, this is, for the most part the customizations that they’re actually expecting. And all these come out of the box from real so we won’t really need to be handling a lot of it. Most of our job is to make sure the definitions are right and the numbers are accurate, and then you’ll see, once you start playing around with real basically kind of a different
250 00:27:03.700 ⇒ 00:27:16.810 Uttam Kumaran: selections that you have. But all this basically is that basic line charts, some comparisons. And then the dimension. So it’s not for this client in particular. We’re not doing anything. Advanced. They rely on us for
251 00:27:16.830 ⇒ 00:27:18.270 Uttam Kumaran: the options.
252 00:27:18.726 ⇒ 00:27:28.139 Uttam Kumaran: And so for us. We’ll we’ll we picked a tool that you know we’ve used in the past. That’s really nice, very low customization just helps them really focus operationally on what they need.
253 00:27:28.604 ⇒ 00:27:33.069 Uttam Kumaran: So yeah, so we have a lot of jurisdiction on, like, what what we need to do for that.
254 00:27:33.250 ⇒ 00:27:36.750 Uttam Kumaran: The main things they have typically is like, How is something defined?
255 00:27:36.770 ⇒ 00:27:43.030 Uttam Kumaran: They want some sort of weekly or monthly reporting in their inbox, or they have some analysis. They’re doing questions.
256 00:27:45.430 ⇒ 00:27:46.980 suraj: Understood. Yeah.
257 00:27:47.100 ⇒ 00:27:49.799 suraj: do do you have access to real right now? Or.
258 00:27:50.170 ⇒ 00:27:56.219 Uttam Kumaran: Yes, I I sent you an invite you should have that in your inbox, and then also I sent you an invite to slack as well.
259 00:27:57.560 ⇒ 00:28:01.269 suraj: Got it. Yeah, yeah, okay. I’ll I’ll check with real fast.
260 00:28:02.790 ⇒ 00:28:06.739 Nicolas Sucari: Putin. Do you wanna show a little bit of evidence or.
261 00:28:07.310 ⇒ 00:28:12.900 Uttam Kumaran: I think it’s okay. For now, I think this is probably let’s just focus on what we need immediately. For the next.
262 00:28:13.770 ⇒ 00:28:22.429 Uttam Kumaran: You know a few tasks, and I think I think ideally, maybe we can set up like a daily call, Nico until until today, for the end of the week.
263 00:28:22.610 ⇒ 00:28:25.960 Uttam Kumaran: that way. Anything that Siraj needs we can.
264 00:28:26.010 ⇒ 00:28:32.329 Uttam Kumaran: We can just maybe chat sometime in the morning. And then I know there’s some client calls on Thursday.
265 00:28:32.830 ⇒ 00:28:33.759 Uttam Kumaran: That I think
266 00:28:34.065 ⇒ 00:28:53.970 Uttam Kumaran: it’d be great to include Siraj and and introduce him to you know the folks on the client side. And then, Nico, I think it’d be great if you can spend time with Siraj and kind of explaining the project system. And then also some of the tasks that are coming up again. I want to be mindful of not throwing everything at you, but I also want to make sure that you see everything.
267 00:28:54.265 ⇒ 00:29:10.710 Uttam Kumaran: But take your time, and, like, you know, the one thing I will say is, we’re very ingrained in this client, and any questions about where the data is coming from, the types of data that they’re looking at. The real will really clear that up. On that same front, there’s still a lot of improvements that we can make. So.
268 00:29:11.060 ⇒ 00:29:12.039 suraj: Got it. Yeah.
269 00:29:12.890 ⇒ 00:29:29.370 suraj: I I think, yeah, I think for today, like, I’ll I’ll start exploring. All all the things you mentioned, even the real and notion. Probably tomorrow I can connect with Nick, and explore more about the snowflake data and how the client works.
270 00:29:29.620 ⇒ 00:29:38.529 suraj: The business things kind of things. We can schedule like an hour. Call Nicholas tomorrow. By the time I’ll get familiar with the tools and the things.
271 00:29:39.100 ⇒ 00:29:40.089 suraj: Yeah, I think.
272 00:29:40.990 ⇒ 00:29:47.079 Uttam Kumaran: Can you include Ryan on that tomorrow? Yes, that way. He can answer any modeling questions. If I can’t make it.
273 00:29:48.390 ⇒ 00:29:49.529 Nicolas Sucari: Yeah, yeah, perfect.
274 00:29:50.035 ⇒ 00:29:55.220 Nicolas Sucari: Let me know. Siraj, then at what time do you prefer that call? But yeah, perfect. Okay.
275 00:29:55.220 ⇒ 00:29:56.090 suraj: Yeah, I can. Sure sure.
276 00:29:56.090 ⇒ 00:29:56.940 Nicolas Sucari: That will be good.
277 00:29:56.940 ⇒ 00:29:58.030 suraj: We can check. Yeah.
278 00:29:58.442 ⇒ 00:30:06.270 Nicolas Sucari: And I think what will be good for tomorrow, too, if if you so rich can have, like your
279 00:30:06.794 ⇒ 00:30:11.140 Nicolas Sucari: Github account, created so that we can invite you to.
280 00:30:11.658 ⇒ 00:30:18.351 Nicolas Sucari: Yeah, to the workspace. And you can see the repository. And just we can. We can help you with Ryan. Configure
281 00:30:18.690 ⇒ 00:30:24.700 Nicolas Sucari: the. You can clone the code and all all that stuff so that you are already set up. Okay.
282 00:30:27.980 ⇒ 00:30:35.746 Uttam Kumaran: Yeah. So if you in the in the getting started Brainforge list, just make sure to there’s a step to send.
283 00:30:37.514 ⇒ 00:30:39.809 Uttam Kumaran: Your github username.
284 00:30:40.204 ⇒ 00:30:43.449 Uttam Kumaran: So if you can just send me that whenever
285 00:30:43.460 ⇒ 00:30:47.630 Uttam Kumaran: that’d be great you could also add it to the team in motion. But yeah.
286 00:30:47.930 ⇒ 00:30:49.310 suraj: Yeah, yeah, I’ll do that.
287 00:30:49.910 ⇒ 00:30:53.989 Uttam Kumaran: And then anything related to tools or anything you need access to. Let me know.
288 00:30:54.030 ⇒ 00:31:00.399 Uttam Kumaran: You know we I also gave, like Chat Gbt. Access to anybody that needs it. You also, you’ll be asked to
289 00:31:00.430 ⇒ 00:31:08.860 Uttam Kumaran: request access to one password. So that’s what we use for all our password management. So we have a client area where all the passwords and things that we share are there?
290 00:31:10.450 ⇒ 00:31:12.460 Uttam Kumaran: And then, yeah, anything else you need.
291 00:31:13.780 ⇒ 00:31:14.769 Uttam Kumaran: Yeah, let me know.
292 00:31:15.000 ⇒ 00:31:16.670 suraj: Yeah, sure. Sure. Thank you.
293 00:31:19.900 ⇒ 00:31:20.580 Nicolas Sucari: Yeah.
294 00:31:21.580 ⇒ 00:31:28.410 Nicolas Sucari: tomorrow you you can start exploring Siraj. And if you have any question tomorrow, let me know. I can show you everything.
295 00:31:28.910 ⇒ 00:31:31.220 Nicolas Sucari: And yeah, try to answer all of your questions.
296 00:31:31.420 ⇒ 00:31:31.740 suraj: Yeah.
297 00:31:31.740 ⇒ 00:31:32.960 Nicolas Sucari: For example, this is
298 00:31:33.700 ⇒ 00:31:34.729 Nicolas Sucari: okay. This is.
299 00:31:34.730 ⇒ 00:31:37.330 suraj: Have tomorrow? More questions. Yeah.
300 00:31:38.760 ⇒ 00:31:39.430 Nicolas Sucari: Yeah.
301 00:31:39.610 ⇒ 00:31:40.570 Nicolas Sucari: perfect.
302 00:31:41.650 ⇒ 00:31:44.069 Nicolas Sucari: This is one password where we like
303 00:31:44.150 ⇒ 00:31:46.719 Nicolas Sucari: have all of our different
304 00:31:47.290 ⇒ 00:31:49.960 Nicolas Sucari: passwords for this client.
305 00:31:50.290 ⇒ 00:31:52.019 Nicolas Sucari: Yeah, you can go. I don’t know
306 00:31:52.040 ⇒ 00:31:55.319 Nicolas Sucari: Snowflake ship station shopify.
307 00:31:55.580 ⇒ 00:32:00.703 Nicolas Sucari: Probably you’ll see everything on Utam’s gmail account. But that’s okay.
308 00:32:04.610 ⇒ 00:32:05.450 Nicolas Sucari: Okay.
309 00:32:05.710 ⇒ 00:32:06.385 Nicolas Sucari: Yeah,
310 00:32:08.330 ⇒ 00:32:11.520 Nicolas Sucari: I don’t know what else. We can go through.
311 00:32:12.050 ⇒ 00:32:24.729 Nicolas Sucari: If you can go through notion through that full parts to go. Page, try to see the information that we have there. If there is anything you don’t understand. Let me know. I can help you. And yeah, let’s meet tomorrow, and we can
312 00:32:24.800 ⇒ 00:32:27.369 Nicolas Sucari: go deeper on the code on
313 00:32:27.380 ⇒ 00:32:47.259 Nicolas Sucari: a little bit more about the client, about their business, about who we are interacting with and what they are trying to achieve. And yeah, I think having the meeting with Ryan, too, will be helpful. Ryan can help us understand a little bit more on the modeling stuff. And yeah, answer any question on that. Okay.
314 00:32:47.260 ⇒ 00:32:48.540 suraj: Got it? Sure it is.
315 00:32:50.500 ⇒ 00:32:51.410 Nicolas Sucari: Excellent.
316 00:32:52.400 ⇒ 00:32:52.850 Uttam Kumaran: I will!
317 00:32:52.850 ⇒ 00:32:54.940 Nicolas Sucari: Really happy to to have you here. Yeah.
318 00:32:54.940 ⇒ 00:33:06.310 Uttam Kumaran: I’m so excited. This is gonna be great. I think. You know, I I didn’t initially get to see your tableau document. But, Nico, send it to me. Your tableau portfolio, and it looked amazing.
319 00:33:06.310 ⇒ 00:33:07.110 Nicolas Sucari: Polio, yeah.
320 00:33:07.110 ⇒ 00:33:07.830 suraj: Oh, okay.
321 00:33:07.830 ⇒ 00:33:14.480 Uttam Kumaran: I think, I think the work that you’re going to be doing unreal is like, you’re gonna it’s gonna be way easier than that.
322 00:33:14.480 ⇒ 00:33:15.710 suraj: Oh, okay.
323 00:33:15.710 ⇒ 00:33:22.777 Uttam Kumaran: And I think most of the work is actually going to be just spending time with them, understand? Like what they need to grow their business and
324 00:33:23.070 ⇒ 00:33:27.870 Uttam Kumaran: And yeah, I’m excited that this is gonna you kind of coming in and owning this is gonna free up some
325 00:33:28.234 ⇒ 00:33:35.970 Uttam Kumaran: a good amount of time, and then, you know, we’re going after more clients. So I’m excited. I know you’re just kind of working part time on this. But I’m excited to kind of
326 00:33:35.980 ⇒ 00:33:39.240 Uttam Kumaran: throw some more stuff your way soon. So yeah, welcome to the team.
327 00:33:39.240 ⇒ 00:33:44.890 suraj: Sure I’m excited to work with you. All. Yeah, start exploring the tools today. Yeah.
328 00:33:45.170 ⇒ 00:33:46.010 Nicolas Sucari: Excellent.
329 00:33:46.300 ⇒ 00:33:48.150 Nicolas Sucari: Thank you. Thank you. Guys.
330 00:33:48.150 ⇒ 00:33:50.200 suraj: Thank you. Guys. Bye, bye.
331 00:33:50.560 ⇒ 00:33:51.259 Nicolas Sucari: Hi Mike.