Meeting Title: PM Ops Notion Date: 2025-01-08 Meeting participants: Mariane Cequina, Nicolas Sucari
WEBVTT
1 00:04:06.460 ⇒ 00:04:07.120 Mariane Cequina: Hello!
2 00:04:07.120 ⇒ 00:04:07.940 Nicolas Sucari: Marianne.
3 00:04:08.210 ⇒ 00:04:09.650 Mariane Cequina: Hello! How are you doing.
4 00:04:10.840 ⇒ 00:04:12.499 Nicolas Sucari: I’m good. How are you?
5 00:04:12.760 ⇒ 00:04:13.750 Mariane Cequina: I’m good.
6 00:04:13.970 ⇒ 00:04:22.809 Mariane Cequina: I just gonna should you should you should you? Proceed 1st about
7 00:04:23.400 ⇒ 00:04:30.210 Mariane Cequina: what you have created. But I actually make a proposal about the project view here.
8 00:04:30.210 ⇒ 00:04:36.280 Nicolas Sucari: Okay, I created something. So but just worked on it today, because yesterday was kind of a
9 00:04:36.450 ⇒ 00:04:39.939 Nicolas Sucari: difficult age for me. It’s just traveling. But
10 00:04:40.486 ⇒ 00:04:47.930 Nicolas Sucari: yeah, you can show me. And then I can show what I have. Maybe we can get into like, I don’t know middle ground or something.
11 00:04:48.780 ⇒ 00:04:53.010 Mariane Cequina: Okay. So so, okay, hold on.
12 00:04:53.410 ⇒ 00:04:57.090 Mariane Cequina: Cause. I need to write down the things that you might say.
13 00:05:00.020 ⇒ 00:05:01.539 Nicolas Sucari: I can see it. Okay. Yeah.
14 00:05:03.950 ⇒ 00:05:06.450 Nicolas Sucari: Oh, no. I’m saying.
15 00:05:06.450 ⇒ 00:05:10.939 Mariane Cequina: I actually included the health status here, just in case, because I think it will be
16 00:05:11.380 ⇒ 00:05:24.110 Mariane Cequina: important. And then for the navigation. So the last time that we discussed you told me that not include a project management like it’s not really that important. And then the project management is
17 00:05:24.240 ⇒ 00:05:29.539 Mariane Cequina: important to just be included in the each client. But then I figured out that it will be
18 00:05:30.330 ⇒ 00:05:31.500 Mariane Cequina: beneficial to.
19 00:05:31.500 ⇒ 00:05:31.850 Nicolas Sucari: Okay.
20 00:05:31.850 ⇒ 00:05:39.290 Mariane Cequina: Something like this, like we can see the completion rate of each like in here for the q. 1. These are the overview of
21 00:05:39.540 ⇒ 00:05:50.999 Mariane Cequina: all the project under the q. 1, for example, Eden. q. 1. Vito coco. q. 1. So in here will be like each project. So, for example, in brain. Forge. q. 1. Vito coco. Q. 1, 2025. It’s like, it’s
22 00:05:51.000 ⇒ 00:05:51.350 Mariane Cequina: all right.
23 00:05:51.350 ⇒ 00:05:59.039 Mariane Cequina: And each client. And then this is related to the the completion rate. Actually, this is
24 00:05:59.450 ⇒ 00:06:04.880 Mariane Cequina: connected here in the task in the department of AI and data, once it’s in.
25 00:06:04.880 ⇒ 00:06:05.570 Nicolas Sucari: Okay.
26 00:06:06.730 ⇒ 00:06:17.210 Mariane Cequina: And then, yeah, so so that will be it. And then for the client internal here
27 00:06:17.380 ⇒ 00:06:27.169 Mariane Cequina: correct, I actually created the an example in Brainforge internal. So in here, you can see it will be like this. So there will be like resources and
28 00:06:27.710 ⇒ 00:06:39.970 Mariane Cequina: under resources will be the documentations. Then meeting notes, schedule, weekly updates, and then access. And then and then here in the project, I was thinking because you mentioned last time about the
29 00:06:40.230 ⇒ 00:06:48.250 Mariane Cequina: about the information about each client. So I was thinking, if we should include it here or in each project, because it’s it’s about the.
30 00:06:48.250 ⇒ 00:06:52.119 Nicolas Sucari: So it’s it’s about the client. So yeah, I like, this will be here.
31 00:06:52.440 ⇒ 00:06:53.570 Nicolas Sucari: Yeah, exactly.
32 00:06:55.710 ⇒ 00:07:02.399 Nicolas Sucari: Yeah. If you want, go to clients internal like go back. One page click on Nico test client.
33 00:07:05.850 ⇒ 00:07:08.429 Mariane Cequina: I think notion is pretty slow right now.
34 00:07:09.230 ⇒ 00:07:13.330 Nicolas Sucari: Yeah, maybe.
35 00:07:13.330 ⇒ 00:07:14.859 Mariane Cequina: Oh, okay, like this. Okay.
36 00:07:14.860 ⇒ 00:07:18.420 Nicolas Sucari: So I I kind of created like these
37 00:07:18.440 ⇒ 00:07:27.390 Nicolas Sucari: this view just like to have, like different some different things that we might need in the client page.
38 00:07:27.390 ⇒ 00:07:48.730 Nicolas Sucari: If you go up, I, I added, like a navigation where we can then link to each block so that you can just click there and go to each of the blocks, I added, like a client, info one like general the the box there, just to add, like some guidelines of the of the client, and then on the the table that you have there, that is like a quick view of the progress of each project
39 00:07:48.810 ⇒ 00:08:11.269 Nicolas Sucari: as you created like, I like that. So maybe we can work on having like just a quick view. If someone enters the client, you have some information about the client which projects are we working on? And what is the completion of those projects with the status? Then I added, that toggle toggle section with the general info about the client. So if you open that, you will see a lot of information.
40 00:08:12.010 ⇒ 00:08:12.680 Mariane Cequina: Okay, got it?
41 00:08:12.680 ⇒ 00:08:14.749 Nicolas Sucari: Yeah. The general info, yeah.
42 00:08:15.650 ⇒ 00:08:16.239 Mariane Cequina: I got it.
43 00:08:16.240 ⇒ 00:08:21.929 Nicolas Sucari: If you open that, I added, like the features, tools, company members, and everything like.
44 00:08:21.930 ⇒ 00:08:25.559 Mariane Cequina: So do you want it to be like like this like in a toggle? Or would it be.
45 00:08:25.560 ⇒ 00:08:26.679 Nicolas Sucari: No, no, I mean.
46 00:08:26.680 ⇒ 00:08:27.290 Mariane Cequina: Speech.
47 00:08:27.590 ⇒ 00:08:41.889 Nicolas Sucari: The thing is that if you don’t use it as a toggle like, it is a lot of information, and I think, like you will need to scroll down a lot to find information. That’s why I added toggles, but if you don’t like toggles we can remove them, and you can like. Use it as you wish.
48 00:08:43.159 ⇒ 00:08:43.629 Mariane Cequina: Oh, I got it!
49 00:08:43.630 ⇒ 00:08:48.050 Nicolas Sucari: But what I what I think it’s important is, each client should have like
50 00:08:48.850 ⇒ 00:08:54.610 Nicolas Sucari: the navigation, the info, the the info box there, so that we can have, like a general order.
51 00:08:54.610 ⇒ 00:08:54.990 Mariane Cequina: Review.
52 00:08:54.990 ⇒ 00:09:24.830 Nicolas Sucari: Information. Yeah, overview of the client, the progress update of the projects. I think that’s pretty important. The objectives that we are looking for with with each of the with each client like these are like 3 high end objectives that we have. We should have a roadmap. So if you go down to the roadmap and click on timeline. I don’t know why I have the table view there. I should. I should leave that. But the timeline you can. Yeah, you can expand also the totals. I don’t know. I I didn’t add it there. But
53 00:09:25.420 ⇒ 00:09:31.070 Nicolas Sucari: if you click if you click here oh, I’m sorry. Here.
54 00:09:31.070 ⇒ 00:09:42.133 Nicolas Sucari: yeah, yeah, exactly. And now you step, yeah, you can. You can add each like key results and big objectives. So these ones are 2 objectives and 3 key results for each and then
55 00:09:42.450 ⇒ 00:09:46.840 Mariane Cequina: For this roadmap. Where? Where is this related? So this is independent.
56 00:09:48.070 ⇒ 00:09:48.630 Mariane Cequina: Is this.
57 00:09:48.630 ⇒ 00:09:50.550 Nicolas Sucari: No, yeah, this is independent. Yeah. Yeah.
58 00:09:50.550 ⇒ 00:09:50.980 Nicolas Sucari: Okay. Gotcha.
59 00:09:50.980 ⇒ 00:10:06.139 Nicolas Sucari: I copied. I copied from the from one of the projects from Eden. I copied everything from Eden project but the idea is that each client should have like one roadmap, so that we can see the progress or the high end, progress for for each, like objective.
60 00:10:06.720 ⇒ 00:10:09.149 Mariane Cequina: So these are. Are these tasks.
61 00:10:10.190 ⇒ 00:10:14.200 Nicolas Sucari: No, there are no tasks. This is objectives and key results.
62 00:10:14.530 ⇒ 00:10:16.729 Mariane Cequina: Okay, so this is objective. Okay, got it?
63 00:10:17.360 ⇒ 00:10:34.540 Nicolas Sucari: Exactly. Yeah. But the objective I like, I wanna Robert wanted to see that in a roadmap like, how like if we so when we add more objectives or more key results. We can see there in the roadmap. Yeah, I didn’t. I didn’t add it, but because I don’t know like the dates, but you can click on the roadmap, and you will see
64 00:10:34.700 ⇒ 00:10:40.650 Nicolas Sucari: like everything you will you? No, yeah. On the on the calendar view, like there on the right.
65 00:10:40.650 ⇒ 00:10:41.260 Mariane Cequina: Here.
66 00:10:41.840 ⇒ 00:10:44.160 Nicolas Sucari: Yeah, you can add, like, like, you can add an entry.
67 00:10:44.160 ⇒ 00:10:46.200 Nicolas Sucari: I think it’s okay. Wait, wait.
68 00:10:46.440 ⇒ 00:10:47.399 Nicolas Sucari: I did it.
69 00:10:47.770 ⇒ 00:10:53.829 Nicolas Sucari: I simply like this, you can do, and then you can do.
70 00:10:53.830 ⇒ 00:10:54.797 Mariane Cequina: Open. I’m sorry.
71 00:10:55.120 ⇒ 00:10:55.490 Mariane Cequina: Hi, I know.
72 00:10:55.490 ⇒ 00:10:56.000 Mariane Cequina: Sorry.
73 00:10:56.480 ⇒ 00:11:01.519 Nicolas Sucari: How you bet go go to today. There in the calendar.
74 00:11:04.410 ⇒ 00:11:05.210 Mariane Cequina: Hold on!
75 00:11:05.210 ⇒ 00:11:08.049 Nicolas Sucari: If you if you click on today.
76 00:11:08.050 ⇒ 00:11:08.680 Mariane Cequina: Under.
77 00:11:09.240 ⇒ 00:11:10.909 Nicolas Sucari: Yeah, yeah, oh, to today.
78 00:11:14.380 ⇒ 00:11:17.709 Mariane Cequina: I think it’s I think it’s not connected right now.
79 00:11:20.160 ⇒ 00:11:23.259 Mariane Cequina: But this this one is in the project management, right.
80 00:11:25.660 ⇒ 00:11:27.130 Nicolas Sucari: What do you mean? Project manager.
81 00:11:28.080 ⇒ 00:11:30.000 Mariane Cequina: Like like this information.
82 00:11:30.850 ⇒ 00:11:35.720 Mariane Cequina: But but overall, this roadmap will be based on the objective, like, for example.
83 00:11:35.720 ⇒ 00:11:36.180 Nicolas Sucari: Yes.
84 00:11:36.180 ⇒ 00:11:36.580 Mariane Cequina: Year.
85 00:11:36.580 ⇒ 00:11:47.279 Nicolas Sucari: It’s okay. Yeah, exactly. It’s based on the objectives. And like, it’s just to have a timeline view of how far are we on accomplishing, or what are we working on for? The other.
86 00:11:47.280 ⇒ 00:11:48.999 Mariane Cequina: So this one should have like a
87 00:11:49.120 ⇒ 00:11:55.009 Mariane Cequina: like cost status as well like if it’s done, whatever or would it be like this like exactly like this?
88 00:11:55.890 ⇒ 00:11:59.608 Nicolas Sucari: Maybe we can add that I’m I’m not sure but
89 00:12:00.300 ⇒ 00:12:02.510 Nicolas Sucari: But yeah, I I don’t know. I mean.
90 00:12:03.300 ⇒ 00:12:31.034 Nicolas Sucari: if if you if I I don’t I? I don’t say we need to spend a lot of time on this right now. It’s just like a roadmap view. Just leave it like this, and we’ll see if we need it or not later today. But what I, what I, what I’m guessing is like the having a roadmap view or a timeline view of the of the objectives. That’s important for for Utam and Robert. So that’s fine. And if you keep scrolling down, I added, just like artifact and meeting notes you can open there.
91 00:12:31.820 ⇒ 00:12:34.229 Nicolas Sucari: The idea is like, I I don’t want.
92 00:12:34.230 ⇒ 00:12:36.964 Mariane Cequina: I’ll be thinking about the better.
93 00:12:37.810 ⇒ 00:12:42.849 Mariane Cequina: template for the meeting notes. Maybe we should do like meeting notes here. What about that? Like new.
94 00:12:42.850 ⇒ 00:12:48.929 Nicolas Sucari: But but you will have like a a big list of meeting notes. That’s why I don’t want to add it. There.
95 00:12:49.280 ⇒ 00:12:51.899 Mariane Cequina: Yeah, but but the the meeting notes will be
96 00:12:52.360 ⇒ 00:13:05.499 Mariane Cequina: that will be sorted. It will be like filtered out regarding like the new thing about the client like, for example, for this week. If it’s important, like something like that, how about that? Actually, we can do it like this like 3rd column
97 00:13:05.820 ⇒ 00:13:11.570 Mariane Cequina: like that, just just in case what do you think for the meeting.
98 00:13:11.570 ⇒ 00:13:12.280 Nicolas Sucari: Yeah.
99 00:13:13.010 ⇒ 00:13:14.049 Mariane Cequina: I can do that. Okay.
100 00:13:14.050 ⇒ 00:13:36.719 Nicolas Sucari: Yeah, we can do that. I mean, just format it as you want. I I do wish I mean, I don’t care about the format so much. The only thing is that we should be able to see, like the overview of the the progress completion of the project, the objectives. And then, if you scroll down a little bit, I just yeah, added the again. The project overview with a lot of more information on the task overview of 3 clients.
101 00:13:37.280 ⇒ 00:13:38.350 Mariane Cequina: Okay, so this.
102 00:13:38.350 ⇒ 00:13:38.730 Nicolas Sucari: That is.
103 00:13:38.730 ⇒ 00:13:40.700 Mariane Cequina: Stand alone as well. Right. This one.
104 00:13:40.700 ⇒ 00:13:42.409 Nicolas Sucari: Yeah, yeah, this is no, no.
105 00:13:42.410 ⇒ 00:13:43.480 Mariane Cequina: This is for the project.
106 00:13:43.480 ⇒ 00:13:46.030 Nicolas Sucari: The data. This is connected to the data. And yeah.
107 00:13:46.030 ⇒ 00:13:47.359 Mariane Cequina: Oh, okay, got it.
108 00:13:47.540 ⇒ 00:13:51.939 Nicolas Sucari: It’s filtered down by by this client, by Eden right now.
109 00:13:52.210 ⇒ 00:13:55.130 Nicolas Sucari: because this I was kind of replicating even.
110 00:13:56.660 ⇒ 00:13:59.819 Mariane Cequina: I got it so so in here.
111 00:14:00.290 ⇒ 00:14:04.370 Mariane Cequina: Please do not delete this one. I will based my format
112 00:14:04.810 ⇒ 00:14:13.919 Mariane Cequina: here and then, and then let me know if this is correct on how I visualize as well. This is nothing like the example. Gonna delete this one
113 00:14:15.390 ⇒ 00:14:21.999 Mariane Cequina: again for the brain forge so same thing in in you. So this is what I’ve been thinking.
114 00:14:22.375 ⇒ 00:14:22.750 Nicolas Sucari: Okay.
115 00:14:23.400 ⇒ 00:14:26.379 Mariane Cequina: Okay. And then for here the project, because
116 00:14:27.220 ⇒ 00:14:36.139 Mariane Cequina: cause, as you mentioned last time, and also Tom, he also confirmed that the task will be based on the project. And then there are a lot. There’s nothing
117 00:14:36.310 ⇒ 00:14:54.629 Mariane Cequina: like most of the project is are just like, for example, q. 1. But some clients have different projects as well, but most of the time it’s just like the q 1. So all of the tasks is this correct? Like all of the tasks that we have right now, for example, here in Brainforge, it will fall under the q. 1, because I.
118 00:14:54.630 ⇒ 00:14:54.950 Nicolas Sucari: Yeah.
119 00:14:54.950 ⇒ 00:14:58.930 Mariane Cequina: Visual right now, like we will be having, like q. 1 q. 2 q. To q. 4.
120 00:14:59.650 ⇒ 00:15:04.879 Nicolas Sucari: Yeah. But maybe maybe I don’t know if that’s the case for everything, for every project.
121 00:15:04.980 ⇒ 00:15:14.329 Nicolas Sucari: I’m not sure. Maybe we can. We need to discuss that with them and try to change the way we are creating the projects and be be more specific on what
122 00:15:14.600 ⇒ 00:15:17.490 Nicolas Sucari: the project is about, and not just the quarter.
123 00:15:18.030 ⇒ 00:15:19.629 Nicolas Sucari: I’m not sure about that one.
124 00:15:20.990 ⇒ 00:15:21.670 Mariane Cequina: Okay.
125 00:15:25.070 ⇒ 00:15:26.420 Nicolas Sucari: I mean, it depends on the.
126 00:15:26.420 ⇒ 00:15:27.490 Mariane Cequina: Should I ask?
127 00:15:28.440 ⇒ 00:15:30.023 Mariane Cequina: So should I ask
128 00:15:31.083 ⇒ 00:15:40.820 Mariane Cequina: autumn about it? Because because it said, like all of the tasks, have a project. So I was thinking what kind of project? The last time that I showed you like here, for example, in the.
129 00:15:40.820 ⇒ 00:15:44.610 Nicolas Sucari: So, for example, wait, go to go to projects, go to projects.
130 00:15:44.990 ⇒ 00:15:45.370 Mariane Cequina: Okay.
131 00:15:45.370 ⇒ 00:15:48.200 Nicolas Sucari: With the projects, database or projects, table.
132 00:15:49.690 ⇒ 00:15:54.869 Mariane Cequina: Okay, projects, project, management, here.
133 00:15:55.680 ⇒ 00:15:58.919 Nicolas Sucari: Yeah, and go in there in projects. Yeah.
134 00:15:59.270 ⇒ 00:16:02.590 Nicolas Sucari: So for example, check about art helper.
135 00:16:03.240 ⇒ 00:16:04.839 Nicolas Sucari: Arthelper has.
136 00:16:05.430 ⇒ 00:16:14.119 Nicolas Sucari: Q, 2, q, 3. That’s okay. But that’s in planning status. If you go to the active ones, I think you should be able to see 2 of them.
137 00:16:14.120 ⇒ 00:16:15.130 Mariane Cequina: Here are helpful.
138 00:16:15.130 ⇒ 00:16:17.609 Nicolas Sucari: Have the audit project. And
139 00:16:18.170 ⇒ 00:16:23.070 Nicolas Sucari: yeah, no, okay, that’s fine. We don’t have the q 1 there. But that’s okay.
140 00:16:24.680 ⇒ 00:16:32.540 Nicolas Sucari: But yeah, maybe I mean we have like this, this is not q. 1. And it is just like an audit project that we are doing for this client.
141 00:16:34.540 ⇒ 00:16:35.340 Nicolas Sucari: So
142 00:16:35.750 ⇒ 00:16:40.130 Nicolas Sucari: here you have, like an example where we are not tagging this project as q. 1, for example.
143 00:16:40.300 ⇒ 00:16:50.309 Nicolas Sucari: because this will only take one month, I think, and it will be only during January, and once this is finished, then we’ll see what we will. We will do with the client. Okay.
144 00:16:51.330 ⇒ 00:16:52.140 Mariane Cequina: Okay.
145 00:16:53.630 ⇒ 00:16:55.700 Nicolas Sucari: So I’m not sure if all of the projects.
146 00:16:56.260 ⇒ 00:16:57.260 Mariane Cequina: You want to do it.
147 00:16:57.260 ⇒ 00:16:58.680 Nicolas Sucari: Before, yeah.
148 00:16:58.680 ⇒ 00:17:05.360 Mariane Cequina: Yeah. So I actually, I understand this one like this is what he’s been. He also mentioned that some of the
149 00:17:05.550 ⇒ 00:17:09.189 Mariane Cequina: pro project will be like, stand alone, like, for example, here.
150 00:17:09.190 ⇒ 00:17:09.560 Nicolas Sucari: Yeah.
151 00:17:09.569 ⇒ 00:17:21.129 Mariane Cequina: Project, because I was thinking, if if every every like here, like all of the tasks under A and data team, will be fall under project. So I was thinking what kind of project
152 00:17:21.279 ⇒ 00:17:21.779 Mariane Cequina: right.
153 00:17:21.780 ⇒ 00:17:22.920 Nicolas Sucari: Yeah, yeah, I get you.
154 00:17:23.329 ⇒ 00:17:23.769 Nicolas Sucari: I think.
155 00:17:23.770 ⇒ 00:17:30.010 Mariane Cequina: Otam told me like it wouldn’t be like this. Let me show you the clear in the is that correct? It wouldn’t be like this
156 00:17:30.370 ⇒ 00:17:36.090 Mariane Cequina: you told me like it wouldn’t be like this, like the new Mobile App launch, like, it’s not like per project, but it’s like a general.
157 00:17:38.080 ⇒ 00:17:38.909 Nicolas Sucari: But you’re saying.
158 00:17:38.910 ⇒ 00:17:39.470 Mariane Cequina: Maybe.
159 00:17:40.870 ⇒ 00:17:44.810 Nicolas Sucari: Okay. New mobile app launch is a project. That’s what you’re saying. Right?
160 00:17:44.810 ⇒ 00:17:47.230 Mariane Cequina: I’m sorry which I’m told you that I’m gonna share.
161 00:17:47.230 ⇒ 00:17:47.980 Nicolas Sucari: Putham told you.
162 00:17:47.980 ⇒ 00:17:48.960 Mariane Cequina: Yeah, cause.
163 00:17:51.050 ⇒ 00:17:51.570 Nicolas Sucari: Okay.
164 00:17:51.570 ⇒ 00:17:59.679 Mariane Cequina: Sorry. Sorry. Can you continue again? I think I think my Internet is not really good right now. But can you? Continue? I’m sorry you’re cutting.
165 00:17:59.680 ⇒ 00:18:00.460 Nicolas Sucari: Yeah, it’s
166 00:18:01.300 ⇒ 00:18:13.560 Nicolas Sucari: no I I was just trying to catch up like what was, I’m told you like the project should be named kind of this example that you’re sharing like the project should be like a new or or that’s not the case.
167 00:18:13.880 ⇒ 00:18:25.169 Mariane Cequina: That’s not the case, because because I was thinking like when you say project, like, for example, we will be. This is how I visualize project, like, for example, here website redesign, let’s a project, and then there’s planning in progress. And then.
168 00:18:25.170 ⇒ 00:18:25.700 Nicolas Sucari: They need to.
169 00:18:25.700 ⇒ 00:18:44.579 Mariane Cequina: Like redesign. There will be like different like like this, right? Like sub tasks under that project, the completed project. But apparently there’s no like a lot of project under clients like, for example, here in the in the task for the AI and data team. So my concern, how can we tag those tasks under which project
170 00:18:44.710 ⇒ 00:19:00.299 Mariane Cequina: cause not. So I was thinking, would it be like, q. 1, q. 2, q. 3, q. 4. And then and then told me, yeah, it could it be that way? But some some what do you call this one, like some of the clients, have multiple projects like
171 00:19:00.450 ⇒ 00:19:01.540 Mariane Cequina: as the example that.
172 00:19:01.540 ⇒ 00:19:01.880 Nicolas Sucari: Okay.
173 00:19:01.880 ⇒ 00:19:14.580 Mariane Cequina: A while ago, like audit audit tracking. So that’s another project. So would you want me to be like that like q 1. And then, if the client have different project, we will create, like, you know, like audit.
174 00:19:15.110 ⇒ 00:19:16.020 Mariane Cequina: What do you think about.
175 00:19:16.020 ⇒ 00:19:24.650 Nicolas Sucari: That’s I. I think that’s fine. Yeah, let’s use project that’s q 1, q. 2, and that. And if there is an audit or anything else. We can also create a project for that.
176 00:19:25.350 ⇒ 00:19:33.189 Nicolas Sucari: I get you, I I because I I think of projects the same way you do. But I don’t think we’re gonna use it like like that here.
177 00:19:33.960 ⇒ 00:19:34.640 Mariane Cequina: Okay.
178 00:19:34.710 ⇒ 00:19:59.989 Mariane Cequina: got it. So yeah, so I think to go back in here. So this will be like how it looks like. So the brain. Forge. q. 1, q. 2, q. 3, and q. 4. So that’s how I visualize it. And then when you click it, there will be like plans for q 1. So these are like like the things or your target to accomplish in the q 1 for the brain forger. 2025. So that’s how I see it.
179 00:20:00.050 ⇒ 00:20:08.470 Mariane Cequina: and then this will be like the overview of tasks. So these are the tasks under q, 1 under Brainforge, and it will be it should be like.
180 00:20:08.540 ⇒ 00:20:13.673 Mariane Cequina: relate related yeah, in in here. I think I use
181 00:20:14.140 ⇒ 00:20:16.219 Nicolas Sucari: That’s fine. That’s okay.
182 00:20:16.220 ⇒ 00:20:22.740 Mariane Cequina: By status. So so the overview instead of I’m sorry I’m gonna go back there.
183 00:20:25.210 ⇒ 00:20:28.380 Mariane Cequina: So if we look here
184 00:20:29.340 ⇒ 00:20:44.890 Mariane Cequina: like this one, the the overview of tasks, and then the by status will be put in here inside the project, and then I will just include everything that you included here, so it will become more organized. What do you think about it?
185 00:20:44.890 ⇒ 00:20:45.610 Nicolas Sucari: I mean.
186 00:20:45.770 ⇒ 00:20:59.780 Nicolas Sucari: yeah, I like it. I like what you did with the overdue this week priorities and that kind of stuff. The only thing is that for the client page, I think we need to add the like, the information for the clients, so that we can add.
187 00:20:59.780 ⇒ 00:21:01.190 Mariane Cequina: Yeah, it’s on me. I didn’t.
188 00:21:01.530 ⇒ 00:21:05.089 Nicolas Sucari: Okay, I think you can get rid of the important note.
189 00:21:05.500 ⇒ 00:21:11.619 Mariane Cequina: Yeah, yeah. So so what I’ve been thinking here will be like the meeting, like the most like the most recent meeting.
190 00:21:12.020 ⇒ 00:21:19.579 Mariane Cequina: What do you think about it like like new information about the client, if they have any concern whatsoever, so it will, you can see it here.
191 00:21:20.740 ⇒ 00:21:23.380 Nicolas Sucari: Yeah, maybe. Yeah, maybe that works.
192 00:21:23.960 ⇒ 00:21:24.680 Mariane Cequina: Okay?
193 00:21:25.980 ⇒ 00:21:33.650 Mariane Cequina: And then, yeah, so I think that will be. But but I finally get you right now, is that correct? Like all of the tasks will be like under q. 1,
194 00:21:33.650 ⇒ 00:21:36.640 Mariane Cequina: okay and fantastic. So and go back to.
195 00:21:37.960 ⇒ 00:21:42.380 Nicolas Sucari: Go back to clients internal, please, like one page back there.
196 00:21:42.840 ⇒ 00:21:53.980 Nicolas Sucari: What do we need to do? Yes, that that’s perfect for the client page. I think that you, you get it now. And we are okay with that. So in this view, we need to create
197 00:21:56.130 ⇒ 00:22:14.179 Nicolas Sucari: we need to show like like an overview for all of the clients and all of the projects in each client with the progress of completion. So if if I go into a meeting with Utam and Robert, and they wanna see quickly, like, what’s the progress on every project, how we how we could see that.
198 00:22:15.522 ⇒ 00:22:31.310 Mariane Cequina: Yeah. So I think this is what I’ve been thinking about it like a project management of overview like this one for q, 1 q, 2. Like, if if this is core these are the tasks under the searches. Example, you’ll see the completion rate. But you, I
199 00:22:31.850 ⇒ 00:22:42.070 Mariane Cequina: gonna look at it. Yeah. So I think you can see it here. But you have to go in the AI and data database to see the progress of each of those.
200 00:22:42.683 ⇒ 00:22:44.910 Mariane Cequina: I’ll see each task.
201 00:22:44.910 ⇒ 00:22:47.310 Mariane Cequina: They’re just like the summary of the completion rate.
202 00:22:48.000 ⇒ 00:22:53.100 Nicolas Sucari: Yeah, yeah, okay, that’s fine. That’s fine. I mean, I like the We. We need that summary, the summary of completion rate.
203 00:22:53.840 ⇒ 00:22:56.620 Mariane Cequina: So is that something? Is that what you’ve been?
204 00:22:57.310 ⇒ 00:23:04.540 Nicolas Sucari: Okay? So you’re you’re creating this project. Okay? Yeah, yeah, that’s fine. That’s fine. I like this. Okay? So overview of of clients.
205 00:23:06.610 ⇒ 00:23:07.390 Nicolas Sucari: Okay,
206 00:23:10.700 ⇒ 00:23:11.770 Nicolas Sucari: What else?
207 00:23:12.490 ⇒ 00:23:20.370 Nicolas Sucari: Oh, I think that’s it. Yeah, I like it. So I’ll I’ll I’ll leave that template there for you in the client internal.
208 00:23:20.700 ⇒ 00:23:26.420 Nicolas Sucari: What I’m trying to. What do you think do? Should we go to go to client?
209 00:23:27.145 ⇒ 00:23:32.820 Nicolas Sucari: Because have those where we have the other decline database?
210 00:23:33.050 ⇒ 00:23:36.170 Nicolas Sucari: There is one called clients database. I think.
211 00:23:36.650 ⇒ 00:23:47.589 Mariane Cequina: Yeah. So I put it here in the old. Actually, I am mentioned you, but I think I did. I accidentally deleted it. But I actually message you. If
212 00:23:47.690 ⇒ 00:23:49.869 Mariane Cequina: there’s anything that I missed because
213 00:23:50.140 ⇒ 00:24:06.370 Mariane Cequina: I I put all the information there here, so would I’m actually agreed with what you said that we just gotta read about this client database and just put it here, actually included here all the information like the contract signing, etcetera. So, for example, if you click here in Brainforge. Okay.
214 00:24:06.640 ⇒ 00:24:12.170 Mariane Cequina: I think it’s there’s a better example. For example, here in Eden, I actually.
215 00:24:12.170 ⇒ 00:24:12.880 Nicolas Sucari: Customize it.
216 00:24:12.880 ⇒ 00:24:23.509 Mariane Cequina: So you cannot see the oh, no. So you can just like click the few details you can see here so you can see the the contact starting and and signing. So
217 00:24:23.680 ⇒ 00:24:28.570 Mariane Cequina: we just I I just got read of this, and I send you like a
218 00:24:28.820 ⇒ 00:24:36.479 Mariane Cequina: accidentally deleted it. I’m telling you that to double check if I missed something, because I think these are important information.
219 00:24:36.480 ⇒ 00:24:41.759 Nicolas Sucari: Perfect. No, no, yeah, I I that’s I think that’s great. Let me quickly check the
220 00:24:43.950 ⇒ 00:24:48.069 Nicolas Sucari: Give me 1 min. I want to check, something. Just in case.
221 00:24:48.470 ⇒ 00:24:49.110 Mariane Cequina: Okay.
222 00:24:50.070 ⇒ 00:24:58.579 Nicolas Sucari: Because in the data. And okay, we’re not using that client database for anything right? Like to tag.
223 00:24:58.990 ⇒ 00:25:02.580 Mariane Cequina: So I put it here in the, in the old. Just in case you okay, it’s not
224 00:25:02.580 ⇒ 00:25:03.510 Mariane Cequina: here in the homepage.
225 00:25:03.510 ⇒ 00:25:07.850 Nicolas Sucari: Wait, we we are using it. We are using it in projects, go to projects.
226 00:25:09.190 ⇒ 00:25:10.750 Mariane Cequina: Project management, here.
227 00:25:11.290 ⇒ 00:25:17.810 Nicolas Sucari: Yeah, go to project. And then in in project in that that client is from the old one. I think.
228 00:25:18.070 ⇒ 00:25:33.699 Mariane Cequina: Yeah, it’s actually for the old one. So once I created a client internal, I will be moving this and I’ll be help. So we can move all the information to client. But I’m not quite sure if here in the client all database, if there are some information like, for example. Here, lead us, update
229 00:25:34.050 ⇒ 00:25:48.549 Mariane Cequina: and pull parts. For example, like this, if if there’s any like this one, I don’t know, I’m not really quite sure if these are just templates. So I’ll be needing help about it. So we can just like erase those things that are not important anymore.
230 00:25:48.550 ⇒ 00:26:03.790 Nicolas Sucari: Yeah, no. I think the the one that we were using on that on that page is full parts so you can check full parts. Full parts, has a lot of meeting notes and weekly updates that we should migrate to the new one. Like, if you scroll down a little bit more. Yeah, all of these.
231 00:26:04.370 ⇒ 00:26:04.690 Mariane Cequina: Okay.
232 00:26:04.690 ⇒ 00:26:09.210 Nicolas Sucari: That will be good to keep, and I think
233 00:26:10.740 ⇒ 00:26:13.839 Mariane Cequina: For the weekly updates, can I? Since we’re talking about it?
234 00:26:14.220 ⇒ 00:26:21.840 Mariane Cequina: Do you? Do you want me to create like an overview as well like the weekly email update for each clients like you, you will see all of the.
235 00:26:21.950 ⇒ 00:26:28.680 Mariane Cequina: although weekly updates of for each client like we will be having like a main database, and then we can sort it out.
236 00:26:29.250 ⇒ 00:26:32.470 Mariane Cequina: So I was thinking, if meetings should be that way as well. So in that way
237 00:26:32.470 ⇒ 00:26:33.960 Mariane Cequina: the only the only issue.
238 00:26:33.960 ⇒ 00:26:34.600 Mariane Cequina: Thank you.
239 00:26:34.970 ⇒ 00:26:42.409 Nicolas Sucari: Yeah, but the only issue that we have there is that if we have only one database, and we share between all clients like the permissions, and
240 00:26:43.042 ⇒ 00:26:49.549 Nicolas Sucari: for each client to see those meeting notes are kind of a mess like if we don’t filter correctly.
241 00:26:50.010 ⇒ 00:26:52.070 Mariane Cequina: Yeah, yeah, yeah, I agree with that.
242 00:26:53.170 ⇒ 00:26:59.489 Mariane Cequina: Actually, I, I was actually creating for the client portal. So once I create for the external.
243 00:27:00.100 ⇒ 00:27:00.420 Mariane Cequina: Okay.
244 00:27:00.420 ⇒ 00:27:07.279 Mariane Cequina: we can design it better. So in that way. Actually, I think I think we can. We can also share a
245 00:27:07.790 ⇒ 00:27:08.859 Mariane Cequina: like a
246 00:27:09.410 ⇒ 00:27:17.360 Mariane Cequina: page here in ocean, where they’re not allowed to touch anything like they can just view it, but they cannot like edit
247 00:27:17.590 ⇒ 00:27:24.599 Mariane Cequina: anything like we can just like publish it, and then share to the client, and then, yeah, so they cannot filtered out, etc.
248 00:27:25.130 ⇒ 00:27:39.890 Nicolas Sucari: So what do you think about it? Cause I I was thinking about the main database just in case for you to have like an overview like, for example, here in project management like you can have like an overview of everything. You didn’t have to go for each client, one by one to see like these are what’s going on for each.
249 00:27:40.110 ⇒ 00:27:47.549 Mariane Cequina: So, yeah, so for the weekly updates, for example, we can have like a main database. So you can see all of the progress
250 00:27:47.660 ⇒ 00:27:50.279 Mariane Cequina: overall for all the clients.
251 00:27:50.730 ⇒ 00:27:52.019 Mariane Cequina: And then I’m just gonna add.
252 00:27:52.020 ⇒ 00:27:52.620 Nicolas Sucari: Do you mean?
253 00:27:52.620 ⇒ 00:27:53.969 Mariane Cequina: Those of you in the internal.
254 00:27:54.770 ⇒ 00:28:01.170 Nicolas Sucari: Okay, yeah. I mean, I don’t really. Yeah, that’s fine. If you want to add it like that, that’s fine. Yeah.
255 00:28:01.170 ⇒ 00:28:02.209 Mariane Cequina: Okay, got it.
256 00:28:03.760 ⇒ 00:28:06.963 Mariane Cequina: So do you have any more concern on the
257 00:28:07.750 ⇒ 00:28:09.830 Mariane Cequina: Other information that you want to add.
258 00:28:10.970 ⇒ 00:28:20.769 Nicolas Sucari: I don’t think so, for now maybe you can check in projects if you can check the Eden. q. 1 and the art helper one the audit
259 00:28:20.970 ⇒ 00:28:30.029 Nicolas Sucari: projects. Those 2 are the ones that Robert is using to add a lot of information. So maybe once you create the client, the new page with the client and the template.
260 00:28:30.488 ⇒ 00:28:34.240 Nicolas Sucari: Yeah, if you open that one, you’ll see a lot of information there.
261 00:28:35.360 ⇒ 00:28:47.929 Nicolas Sucari: So we we need to create some or or record a loom video or something, with some guidelines on how to create a new page, or, if you want to add, like a new piece of information where to do it, and that kind of stuff or robot.
262 00:28:47.930 ⇒ 00:28:48.450 Mariane Cequina: I got it.
263 00:28:48.450 ⇒ 00:28:49.700 Nicolas Sucari: To use okay.
264 00:28:50.110 ⇒ 00:29:02.340 Mariane Cequina: Okay, I think I think we should create like template for that. I can just like create a template. So in that way, whenever we add a new client, it will be like automatic. So yeah, I I’ll include that as well. I take note of that.
265 00:29:03.530 ⇒ 00:29:04.260 Nicolas Sucari: Perfect.
266 00:29:05.430 ⇒ 00:29:07.200 Mariane Cequina: Is there any- any other.
267 00:29:08.180 ⇒ 00:29:12.940 Nicolas Sucari: I don’t think so. No, I hope what I created there on the clients, page
268 00:29:13.355 ⇒ 00:29:17.960 Nicolas Sucari: it’s helpful for you. If not, let me know, and we can. I can still work on that.
269 00:29:18.510 ⇒ 00:29:23.070 Mariane Cequina: Okay, I’m gonna present to you, maybe before this weekend
270 00:29:23.480 ⇒ 00:29:32.070 Mariane Cequina: about the clients internal. So in that way it will be. I think it will be faster to create the client portal once the internal is finished.
271 00:29:33.100 ⇒ 00:29:35.159 Mariane Cequina: So I think, yeah, I think that’s it.
272 00:29:35.970 ⇒ 00:29:36.850 Nicolas Sucari: Okay.
273 00:29:37.280 ⇒ 00:29:37.960 Mariane Cequina: Thank you.
274 00:29:37.960 ⇒ 00:29:38.310 Nicolas Sucari: You.
275 00:29:38.725 ⇒ 00:29:40.799 Mariane Cequina: Okay, have a great day.
276 00:29:40.800 ⇒ 00:29:41.610 Nicolas Sucari: Bye, bye.