Meeting Title: Zoom Meeting Date: 2025-01-13 Meeting participants: Mariane Cequina, Nicolas Sucari
WEBVTT
1 00:04:49.910 ⇒ 00:04:50.970 Mariane Cequina: Hello!
2 00:04:54.960 ⇒ 00:04:55.520 Nicolas Sucari: Hi Marianne.
3 00:04:55.520 ⇒ 00:04:55.920 Mariane Cequina: Hello!
4 00:04:55.920 ⇒ 00:04:56.579 Nicolas Sucari: How are you?
5 00:04:56.580 ⇒ 00:05:00.240 Mariane Cequina: Hello! How are you doing? I’m doing good. I hope you’re doing good as well.
6 00:05:00.240 ⇒ 00:05:01.850 Nicolas Sucari: Yeah, doing good.
7 00:05:01.970 ⇒ 00:05:03.280 Nicolas Sucari: How was your weekend.
8 00:05:04.020 ⇒ 00:05:08.820 Mariane Cequina: Great. I’m just, I’m just gonna show the hold on.
9 00:05:09.390 ⇒ 00:05:11.080 Mariane Cequina: Okay, oops.
10 00:05:16.890 ⇒ 00:05:17.580 Mariane Cequina: Okay?
11 00:05:19.570 ⇒ 00:05:26.950 Mariane Cequina: So so the goal for this week is to finish the the external.
12 00:05:28.110 ⇒ 00:05:28.500 Nicolas Sucari: Okay.
13 00:05:28.500 ⇒ 00:05:30.969 Mariane Cequina: Like here glance.
14 00:05:31.300 ⇒ 00:05:37.290 Mariane Cequina: I think I think Utah is quite busy right now, so he wasn’t able to review the project management. But
15 00:05:37.960 ⇒ 00:05:41.739 Mariane Cequina: I think we need to integrate the other information right
16 00:05:42.250 ⇒ 00:05:45.960 Mariane Cequina: here, or let me know if I need to create like a template as well.
17 00:05:47.490 ⇒ 00:05:48.230 Nicolas Sucari: Okay.
18 00:05:48.850 ⇒ 00:05:49.580 Mariane Cequina: Okay.
19 00:05:49.580 ⇒ 00:05:53.670 Nicolas Sucari: For for the clients, or for the or for what are you meaning the template.
20 00:05:54.840 ⇒ 00:05:58.329 Mariane Cequina: Yeah, for the for the client portal for the external.
21 00:05:58.620 ⇒ 00:06:01.070 Mariane Cequina: But I think the internalist it’s already
22 00:06:01.420 ⇒ 00:06:02.550 Nicolas Sucari: Yeah, internally.
23 00:06:02.550 ⇒ 00:06:03.460 Mariane Cequina: Have to use.
24 00:06:03.460 ⇒ 00:06:07.240 Nicolas Sucari: Yeah, yeah, I’m I’m already starting to use that.
25 00:06:07.980 ⇒ 00:06:11.749 Nicolas Sucari: Can you go? Just one let me see. Don’t worry.
26 00:06:12.500 ⇒ 00:06:16.849 Mariane Cequina: Let me know if you need. If you want me to like, change something or edit.
27 00:06:18.590 ⇒ 00:06:25.510 Nicolas Sucari: Like the what do you have there on the quarters for project management? Like, you’re okay
28 00:06:25.900 ⇒ 00:06:33.080 Nicolas Sucari: that those are pages where you’re adding the project kind of database.
29 00:06:33.080 ⇒ 00:06:34.729 Mariane Cequina: This is like just the overview.
30 00:06:36.530 ⇒ 00:06:46.015 Mariane Cequina: This is just like the overview. So I I think I need to. If this is already okay, because I haven’t talked to autumn. But if this is already
31 00:06:46.670 ⇒ 00:06:47.030 Nicolas Sucari: Okay.
32 00:06:48.490 ⇒ 00:06:51.980 Mariane Cequina: I think I I have to remind the team.
33 00:06:52.640 ⇒ 00:06:53.240 Nicolas Sucari: Nice.
34 00:06:53.420 ⇒ 00:06:54.989 Mariane Cequina: But I think they will be
35 00:06:55.140 ⇒ 00:07:14.710 Mariane Cequina: doing some automation in. Like every other meeting, the the task will be automated. But in here, since this, it has a completion rate. So we need to assign the task in specific projects. So we can have the completion rate doesn’t make sense like, for example here, like the task under those project.
36 00:07:14.920 ⇒ 00:07:16.580 Mariane Cequina: for example.
37 00:07:17.020 ⇒ 00:07:38.409 Mariane Cequina: here, like what are the tasks that are assigned to this? To the specific project, for example, in Brainforge, Q. 1, 2025. So it has a completion rate because it has a relation to AI and data tasks. So in which all of the AI and data tasks under the Brainforge, Q. 1, 2025 should be assigned.
38 00:07:39.010 ⇒ 00:07:40.210 Mariane Cequina: That’s perfect.
39 00:07:40.610 ⇒ 00:07:43.602 Nicolas Sucari: Yeah, that’s great. I mean for Eden.
40 00:07:44.310 ⇒ 00:07:46.940 Nicolas Sucari: 4 parts. So there we are, missing poor parts.
41 00:07:47.060 ⇒ 00:07:49.770 Nicolas Sucari: What parts? It’s not there. What part is to grow.
42 00:07:50.410 ⇒ 00:07:51.150 Nicolas Sucari: I don’t know.
43 00:07:51.150 ⇒ 00:07:52.169 Mariane Cequina: Because I think ballpark.
44 00:07:52.170 ⇒ 00:07:53.009 Nicolas Sucari: Showing up, something.
45 00:07:53.010 ⇒ 00:07:54.230 Mariane Cequina: Under planning.
46 00:07:54.230 ⇒ 00:07:56.680 Nicolas Sucari: Oh, can you move it? Yeah, let’s move it.
47 00:07:56.680 ⇒ 00:07:58.680 Mariane Cequina: Active. Now, active. Okay.
48 00:08:00.370 ⇒ 00:08:01.890 Nicolas Sucari: And if you go to active.
49 00:08:02.490 ⇒ 00:08:07.400 Nicolas Sucari: okay, you see why it’s it’s 0%, because there’s no task done.
50 00:08:07.400 ⇒ 00:08:20.180 Mariane Cequina: That are assigned. Oh, yeah, and then done. This is actually based on the done and the assign. So I think we need to. So. So I think that’s the pro problem, or something that I have to remind.
51 00:08:20.884 ⇒ 00:08:25.599 Nicolas Sucari: That’s what I’m seeing right now. Like if you click on pull parts to go.
52 00:08:27.906 ⇒ 00:08:35.180 Nicolas Sucari: Scroll down a little bit because you have some filters you’re in upcoming, but if you scroll down, go to overview.
53 00:08:36.409 ⇒ 00:08:37.229 Mariane Cequina: Review.
54 00:08:37.730 ⇒ 00:08:42.190 Nicolas Sucari: Yeah, you go scroll down. You have 4 tickets in that, you see.
55 00:08:43.030 ⇒ 00:08:45.879 Nicolas Sucari: Oh, but it’s not in the project. Okay, okay? I see. I see.
56 00:08:47.080 ⇒ 00:08:50.440 Nicolas Sucari: Don’t worry. I can add everything to the project. I’ll I’ll do that.
57 00:08:50.440 ⇒ 00:08:58.249 Mariane Cequina: And also it. It’s for the q 1, right? So it should be like around January. So December should not be included anymore. So that’s why I didn’t include.
58 00:08:58.850 ⇒ 00:09:07.539 Nicolas Sucari: Yeah, don’t worry. I’m gonna I’m gonna see? Which tasks do we need to include there and add it to the to the project. Okay.
59 00:09:08.100 ⇒ 00:09:13.069 Mariane Cequina: Should I? Should I? Remind other people as well, or it should be like you, because.
60 00:09:13.070 ⇒ 00:09:13.900 Nicolas Sucari: You’re a project manager.
61 00:09:13.900 ⇒ 00:09:15.390 Mariane Cequina: If I’m not mistaken, it will.
62 00:09:16.440 ⇒ 00:09:16.690 Mariane Cequina: Okay.
63 00:09:16.690 ⇒ 00:09:33.040 Nicolas Sucari: Yeah, I’m I’m checking. I’m checking all of the tasks and clients right now. And yeah, doing that work so that we can have all of the projects assigned, all the tasks assigned, all the departments assigned everything I’m doing. So yeah, don’t worry. I’m I’m gonna work on that.
64 00:09:33.790 ⇒ 00:09:38.629 Mariane Cequina: Okay, both for the Q. AI and data, right? Because you’re the one who are assigning us as well.
65 00:09:39.330 ⇒ 00:09:45.829 Mariane Cequina: Yeah, well, I’m gonna work on everything on data. And I think Botham is working on everything on the AI side. So.
66 00:09:46.030 ⇒ 00:09:55.140 Nicolas Sucari: Yeah. But this is gonna be only for right now, we’re gonna see the the progress on only on the data ones. So don’t worry about others.
67 00:09:56.680 ⇒ 00:10:03.400 Mariane Cequina: For the AI. Okay. So so for the AI, I have to remind them as well about it, because he’s the one who’s assigning. Okay, got it.
68 00:10:03.630 ⇒ 00:10:17.550 Mariane Cequina: So I think that’s it. This is just like the overview. And then just have to remind the tagging of the project for other departments as well. And then, yeah, so let me know if there’s anything that you wanted me to
69 00:10:17.910 ⇒ 00:10:23.480 Mariane Cequina: enhance for the project management and the clients internal. And now I will be proceeding in the client. Portal.
70 00:10:23.480 ⇒ 00:10:24.040 Nicolas Sucari: Oh, okay.
71 00:10:24.040 ⇒ 00:10:27.440 Mariane Cequina: So so I’m gonna show you the fig jump first.st
72 00:10:28.080 ⇒ 00:10:28.900 Nicolas Sucari: Okay.
73 00:10:34.800 ⇒ 00:10:35.760 Mariane Cequina: Arita.
74 00:10:50.610 ⇒ 00:10:52.910 Nicolas Sucari: I created some templates for tasks.
75 00:10:56.370 ⇒ 00:10:59.119 Mariane Cequina: So here for the portal.
76 00:10:59.460 ⇒ 00:11:14.446 Mariane Cequina: So so since this already changed, we will have in client test, and then team, dashboard, dash, dashboard, and then the project, and then we will have been the external, which is the client portal, and we don’t mention about like it should be
77 00:11:15.380 ⇒ 00:11:26.774 Mariane Cequina: connected with sales and client task list in a client task overview. And it should look this way. And he told me that.
78 00:11:28.730 ⇒ 00:11:32.460 Mariane Cequina: yeah. So so this should be included like the project roadmap.
79 00:11:32.820 ⇒ 00:11:41.280 Mariane Cequina: So I know I don’t know what kind of project roadmap and then resources, of course, meeting. Let me know what are the resources like documentations or like facts.
80 00:11:41.280 ⇒ 00:11:45.400 Mariane Cequina: Can you refer something like this like the onboarding? Do we have something like this.
81 00:11:45.970 ⇒ 00:11:50.760 Nicolas Sucari: We don’t. No, no, we don’t have something like that for each client. The resource.
82 00:11:50.760 ⇒ 00:11:51.150 Mariane Cequina: Okay.
83 00:11:51.150 ⇒ 00:12:03.460 Nicolas Sucari: Should be more kind of documents, pages documentation. I don’t know screenshot from other tools where we are showing like the data infrastructure, like those kind of thing right?
84 00:12:04.327 ⇒ 00:12:08.080 Nicolas Sucari: But yeah, it’s it’s more about documentation, I think.
85 00:12:08.910 ⇒ 00:12:19.020 Nicolas Sucari: Like, maybe it’s some slides from the client that they share from all of that like kind of stuff should be there in resources.
86 00:12:21.790 ⇒ 00:12:22.710 Mariane Cequina: Okay, got it.
87 00:12:22.860 ⇒ 00:12:23.900 Mariane Cequina: Okay, got it.
88 00:12:25.260 ⇒ 00:12:28.698 Mariane Cequina: So okay. So for the meeting, you told me,
89 00:12:29.570 ⇒ 00:12:43.959 Mariane Cequina: it. I think I don’t know if I should start creating the meeting because Utop is trying to finalize it? Or will the meeting database will be different for each client, because you mentioned last time that there will be like quickly updates whatsoever.
90 00:12:44.890 ⇒ 00:12:51.739 Nicolas Sucari: Yeah, I think, trying to create one big database for all meetings. So I’m just gonna leave it. Yeah, yeah.
91 00:12:51.740 ⇒ 00:12:55.090 Mariane Cequina: So access for each client. Right like the the accounts.
92 00:12:55.370 ⇒ 00:13:01.930 Nicolas Sucari: Yeah, access is more kind of the like, quick access to tools that we are using with the clients. So maybe that’s okay
93 00:13:02.660 ⇒ 00:13:05.709 Nicolas Sucari: to have there, because that’s different for each client.
94 00:13:06.680 ⇒ 00:13:18.940 Mariane Cequina: Okay. So I think I think for for this one, like for the access resource, for the access. For example, I just need like information about it, and I’ll just create a template and as well for the resources. So.
95 00:13:18.940 ⇒ 00:13:27.509 Nicolas Sucari: Imagine for the access that you have, like one link or snowflake, one link for a visualization tool, for example, mix panel
96 00:13:27.660 ⇒ 00:13:30.439 Nicolas Sucari: and one more link for something else
97 00:13:30.690 ⇒ 00:13:41.120 Nicolas Sucari: is what we do with them. To share the information, share the data, create the reports, report links, and all of that. That’s those are kind of the access.
98 00:13:42.340 ⇒ 00:13:43.340 Mariane Cequina: Okay, got it.
99 00:13:43.510 ⇒ 00:14:01.659 Mariane Cequina: and then task view that you wanted to share. And then the feedback. So for the task view, I think autumn mentioned before. And also you. I don’t know if you are or autum. But you guys mentioned that the problem will be if we’ll be sharing the AI and data task
100 00:14:01.930 ⇒ 00:14:10.579 Mariane Cequina: view they will have. They can just filter it out. And then I’ve I actually created this thing that might solve that problem.
101 00:14:10.840 ⇒ 00:14:15.759 Nicolas Sucari: Yeah, you told us that we can lock. We can lock some views right? So that they don’t touch anything.
102 00:14:16.880 ⇒ 00:14:20.823 Mariane Cequina: I actually tried doing the lock, but it it seems like it doesn’t break as well.
103 00:14:21.370 ⇒ 00:14:33.489 Mariane Cequina: But I’m I’m still trying to find ways. But in here, like, for example, in brain forge carrier, this one. So what? What I did? This is actually shared. So
104 00:14:33.750 ⇒ 00:14:52.519 Mariane Cequina: I I publish this one, and then the open slot is actually different from here, like in the rules description, and then I have the internal and then the external. So, for example, if these are the the open slots that I wanted to share, I’m just gonna duplicate it and then move it here for the external. So what I’ll be sharing, not the the internal.
105 00:14:52.610 ⇒ 00:15:07.899 Mariane Cequina: because we have other stuff that in here, for example, Project Manager, which is not open slots and people might have access on other things. So I created an external. So let me know if this is something might work, or it might be like a little bit tedious.
106 00:15:09.040 ⇒ 00:15:14.809 Mariane Cequina: Let me know what you think about it, but in that way we can ensure that we are.
107 00:15:14.990 ⇒ 00:15:18.835 Mariane Cequina: Ensure the things that we’re just sharing to the client.
108 00:15:19.220 ⇒ 00:15:20.169 Nicolas Sucari: It varies.
109 00:15:20.500 ⇒ 00:15:30.960 Nicolas Sucari: Yeah, that’s for tasks like tasks are like lot of tasks that we will need to duplicate, and that kind of stuff. So I don’t think that.
110 00:15:31.180 ⇒ 00:15:36.979 Nicolas Sucari: Yeah, it’s gonna be really tedious. And I don’t think that this process gonna work like duplicating all of the tasks
111 00:15:37.385 ⇒ 00:16:04.870 Nicolas Sucari: to an external database. What I say is just add a view of the data and the database that we have a filter down per client in each of the clients page, and we can lock it down and see, because to the client we’re just gonna add, we’re just gonna give them like view access. We’re not gonna give them edit access to notion. So if they have view access, they are not gonna be able to change any of the database filters or sort.
112 00:16:04.960 ⇒ 00:16:07.120 Nicolas Sucari: Okay, if you lock the view.
113 00:16:08.390 ⇒ 00:16:10.969 Mariane Cequina: Okay, got it. So, okay.
114 00:16:11.820 ⇒ 00:16:16.580 Mariane Cequina: And then where am I again? So so.
115 00:16:21.120 ⇒ 00:16:21.919 Nicolas Sucari: No, I think we’re driving.
116 00:16:23.240 ⇒ 00:16:31.110 Nicolas Sucari: Yeah, just use those those bullets. And yeah, let’s have like one template using it and see what happens. Okay.
117 00:16:31.520 ⇒ 00:16:39.320 Mariane Cequina: Alright got it. Okay. Lastly, these are the active clients that we have right like here last here.
118 00:16:39.610 ⇒ 00:16:44.429 Mariane Cequina: So these are the all the clients that I’ll be making like the client portal external.
119 00:16:44.740 ⇒ 00:16:46.399 Nicolas Sucari: Yeah, yeah, that’s okay.
120 00:16:46.400 ⇒ 00:16:51.759 Mariane Cequina: Okay, got it. So let let me know again as well if there’s anything that I need to do or change
121 00:16:51.890 ⇒ 00:17:06.599 Mariane Cequina: in this. So I haven’t created the resources page yet, because I don’t have access to documents to access. So let me know if you have those things, I can compile it and create a page of resources for each client. So I think that’s it, and I’ll keep you updated and as well as Odam.
122 00:17:06.950 ⇒ 00:17:17.400 Nicolas Sucari: Can you? Can you create the page, just create the page of resources? And then I can add, like the details you create like a template page in each of the clients, and I will add the details there. Okay.
123 00:17:17.950 ⇒ 00:17:21.860 Mariane Cequina: Okay. So this is, this is, will be there no internal. So will it be like,
124 00:17:22.280 ⇒ 00:17:26.150 Mariane Cequina: okay, got it, got it? Thank you, and let me know if you have.
125 00:17:26.150 ⇒ 00:17:36.219 Nicolas Sucari: Internal. Yeah, build the resources internally, and then maybe we can reuse that one like the same resource to the external page. We can do a sync block or something like that.
126 00:17:37.190 ⇒ 00:17:43.930 Mariane Cequina: Okay, got so so the resources would, it will be like, independent right for each client.
127 00:17:45.150 ⇒ 00:17:46.789 Nicolas Sucari: I think yes, dependent.
128 00:17:46.790 ⇒ 00:17:49.019 Mariane Cequina: Beta, okay, thank you.
129 00:17:49.480 ⇒ 00:17:50.609 Nicolas Sucari: Thank you, Marianne.
130 00:17:51.490 ⇒ 00:17:52.330 Nicolas Sucari: Have a great day.
131 00:17:52.330 ⇒ 00:17:52.860 Mariane Cequina: Have a greeting.