Meeting Title: Ops_Uttam Date: 2025-03-05 Meeting participants: Mariane Cequina, Nicolas Sucari, Uttam Kumaran
WEBVTT
1 00:03:07.920 ⇒ 00:03:08.990 Nicolas Sucari: Hi Marianne.
2 00:03:11.210 ⇒ 00:03:12.910 Mariane Cequina: Hello! Hello!
3 00:03:14.110 ⇒ 00:03:15.160 Nicolas Sucari: How are you?
4 00:03:15.440 ⇒ 00:03:19.960 Mariane Cequina: I’m doing great, just adding other people as well.
5 00:03:20.930 ⇒ 00:03:21.780 Nicolas Sucari: Okay.
6 00:03:22.080 ⇒ 00:03:27.749 Nicolas Sucari: yeah, I was just checking that team database. I think there are people that are duplicated. Hi, you, Tom.
7 00:03:28.000 ⇒ 00:03:29.719 Uttam Kumaran: Hi! How’s everything?
8 00:03:30.600 ⇒ 00:03:32.570 Nicolas Sucari: All good. How are you.
9 00:03:33.190 ⇒ 00:03:36.600 Uttam Kumaran: Good a lot of people that’s cool.
10 00:03:36.600 ⇒ 00:03:37.590 Nicolas Sucari: New people, yeah.
11 00:03:37.590 ⇒ 00:03:42.590 Uttam Kumaran: You can see. But the number of people you could tell how many jobs I’ve been doing. That’s how you know.
12 00:03:43.390 ⇒ 00:03:44.809 Uttam Kumaran: Yeah, I know.
13 00:03:44.810 ⇒ 00:03:48.690 Uttam Kumaran: Okay, it’s good. We didn’t have money until like this month.
14 00:03:49.110 ⇒ 00:04:02.930 Uttam Kumaran: real in terms of like being able to make those hires. So I’m very, very happy that we get to bring people on. We have. We have Steven on Pm. Side. We have one more amber on the he’s gonna sort of help with like
15 00:04:03.100 ⇒ 00:04:24.630 Uttam Kumaran: I don’t. Maybe I’ll spend a little bit of time talking about the new people. Also on on Friday we have amber, and then we also have Akash, who’s gonna start to help us like he’s just mainly like part time in terms of this like process. I think it’ll be really helpful for this crew. We don’t really have. We may have one more analyst that’s gonna come in and sort of probably take things off.
16 00:04:24.995 ⇒ 00:04:33.269 Uttam Kumaran: Take a couple of things off of the other part. Time analyst plate and sort of be an analyst on the client that don’t have a full time analyst
17 00:04:33.644 ⇒ 00:04:37.060 Uttam Kumaran: but I think a couple a couple of things on the hiring front. So
18 00:04:37.946 ⇒ 00:04:49.229 Uttam Kumaran: yeah, Steven is on. Steven’s on trial right now. But I I’m pretty impressed, and I think it’s probably gonna work out. He did. He’s not gonna be able to start, though, for another 2 weeks. So
19 00:04:49.641 ⇒ 00:05:07.940 Uttam Kumaran: some more time there, Akash, is basically starting just to like help us an overall process. So I’m tasking him to work on playbooks for the data. And AI team like, similarly to how this team you guys are working on playbooks for new client onboarding. I want that for all work we take on like.
20 00:05:07.960 ⇒ 00:05:32.029 Uttam Kumaran: whether it’s for clients, whether it’s for us internally, we want to build a structure around these playbooks so that we have a pretty rigid process about how we execute work, and we can start to poke at that versus like, everything looks brand new every day, so he’ll be helping on a couple of things there. I’ll also ask him. I think this crew will be helpful to meet with him to learn about. He worked at a company that’s like probably 10 times or
21 00:05:32.030 ⇒ 00:05:52.100 Uttam Kumaran: 50 times bigger than us, doing very similar work. So from him I want to understand, like, what is, what is the stuff that they? They did very well, and what are the things that we can steal from them and start to do? So? He’ll be our shortcut there, and I think we’ll help this team in terms of the operations like, how does operations work at a company like that?
22 00:05:52.180 ⇒ 00:05:59.760 Uttam Kumaran: I think that’ll be very, very helpful to to speak with him. And then one more amber still waiting on
23 00:06:00.060 ⇒ 00:06:17.489 Uttam Kumaran: her to say, yes, but I know I think it’s fine. We get everything set up. I don’t think she’s gonna say, no she’s gonna she’s she’s a bit younger. She’s and she’s gonna come in as a as sort of a junior Pm. To Pm, the AI team. And I think her role is gonna be extremely.
24 00:06:17.490 ⇒ 00:06:35.150 Uttam Kumaran: It’s gonna be working extremely close with you guys. And here’s sort of how I’m I’m sort of picturing it. And I think again, I think we’ll we’ll work through this as we spend more time. And you guys start to own operations is, I kind of want the AI team. I kind of want you guys to be clients of the AI team.
25 00:06:35.270 ⇒ 00:07:02.439 Uttam Kumaran: Meaning, I, first, st your guys. Task is to look at and look and document all processes in the company. Right? There’s definitely project and product processes. But everything operational. The second piece is then to have the AI team help automate the either the most costly stuff or the stuff. That’s the hardest that you can’t sort of build process around. And I think it’s helpful for one or 2 reasons. And you guys, can, you know, tell me.
26 00:07:02.770 ⇒ 00:07:08.679 Uttam Kumaran: like, what you think of this idea, which is basically one. I think
27 00:07:08.950 ⇒ 00:07:17.439 Uttam Kumaran: I think the AI team. It’s like they’re engineers. So they’re never. It’s gonna always be hard for them to go find the idea.
28 00:07:17.820 ⇒ 00:07:26.559 Uttam Kumaran: plan, execute, deliver, and then go like, get adoption. So I kind of like for them, similar to how sales is a customer
29 00:07:26.870 ⇒ 00:07:50.140 Uttam Kumaran: of the design team. I think operations will be a customer of the AI team, meaning, you guys can go to the AI team with, Hey, we have this process. We want to automate it. Here’s why. Here’s here’s ideas of how we can do that. And then they can go build those for you right? And that way for you guys, the directive is always, as I said, like trying to make things faster, cheaper
30 00:07:50.490 ⇒ 00:07:57.820 Uttam Kumaran: and and sort of having things well documented. So that’s really like what I wanted to say. Maybe get your guys feedback on.
31 00:07:57.910 ⇒ 00:08:20.849 Uttam Kumaran: Cause I think it’s gonna be really helpful. If you guys are the sort of understand all the company processes then going and automating is, gonna be way easier for you than for the AI team to do that. However, I think adoption, too, like we have all these agents right? And not many people are using them. That’s something that’s gonna be very hard for the AI team to go do. And that’s where, as you guys are onboarding new employees and meeting with everybody.
32 00:08:20.850 ⇒ 00:08:34.149 Uttam Kumaran: you guys have the best shot even beyond me, like, you guys will have the best odds of from the start. When people join, they are AI enabled, and they’re using AI every day. Right? That’s what I want us to get to
33 00:08:34.421 ⇒ 00:08:36.740 Uttam Kumaran: so I don’t know. Let me know what you think.
34 00:08:38.419 ⇒ 00:08:59.619 Nicolas Sucari: No, I think that’s great. I mean, yeah, I’m I’m still trying to like, understand each of the processes that we have and what are like different steps to accomplish all of these kind of new team member like when we set up a new client, or all of that. Maybe what I what I am understanding more right now because of the client work before. Is that client on boarding?
35 00:09:00.091 ⇒ 00:09:24.239 Nicolas Sucari: But but maybe new time I need to discuss with you a little bit on, like what are what are like all those steps before we start working with the client that we can have that pretty clear. And then, Marianne, what I’m what I what I’m what I want to do. Is because as as processes, we have like new team member, right but inside of that, like the creation of the contract, like each of.
36 00:09:24.240 ⇒ 00:09:24.640 Uttam Kumaran: Yes.
37 00:09:24.640 ⇒ 00:09:37.169 Nicolas Sucari: What we need. That’s what I wanted to try to to work on, like to have like these little guides of how to do everything, and once we have that like detail we can see easily what we can out of.
38 00:09:38.130 ⇒ 00:09:39.320 Uttam Kumaran: That we could not.
39 00:09:39.320 ⇒ 00:09:44.340 Uttam Kumaran: Can I get? Can I give you an example? So yeah, there’s a reason why I chose documentso
40 00:09:44.460 ⇒ 00:09:53.550 Uttam Kumaran: document. So you guys are probably use docusign. And you know other tools that are sort of do contracts. Document. So has an Api and an SDK meaning
41 00:09:53.720 ⇒ 00:09:54.290 Uttam Kumaran: the problem.
42 00:09:54.290 ⇒ 00:09:54.650 Nicolas Sucari: Okay.
43 00:09:54.650 ⇒ 00:10:01.440 Uttam Kumaran: Going from the notion form to the contract in one step is possible.
44 00:10:01.620 ⇒ 00:10:10.000 Uttam Kumaran: and that’s why I chose them, because every document signing product is the same, so I don’t really care like. Otherwise I would have went with docusign however.
45 00:10:10.000 ⇒ 00:10:11.410 Nicolas Sucari: No, no, that’s fine. Yeah.
46 00:10:11.410 ⇒ 00:10:30.209 Uttam Kumaran: But but however, like these guys have the ability for our AI team to basically do that where we have a form, and it actually could spit out the contract for you and basically get places a draft right? And so. But that’s a perfect thing. Where, like the AI team is not gonna have any understanding of like the contract process, except for the fact that they signed.
47 00:10:30.210 ⇒ 00:10:30.850 Nicolas Sucari: Yeah.
48 00:10:30.850 ⇒ 00:10:38.080 Uttam Kumaran: Right. And for you guys, you know, you know the entire thing. And then you can say, Okay, there’s a step 2 to step 4
49 00:10:38.600 ⇒ 00:10:41.960 Uttam Kumaran: that I think we can get rid of, or you show me the whole steps, and I can be like
50 00:10:42.080 ⇒ 00:10:45.339 Uttam Kumaran: Step 2 to step 4. There’s an option here. There’s an option.
51 00:10:45.540 ⇒ 00:10:54.589 Uttam Kumaran: And I think that’s the way this is gonna be best. And you guys are a client of the AI team meaning the Pm. For the AI team should go tell you
52 00:10:54.770 ⇒ 00:11:10.030 Uttam Kumaran: how long things are. Gonna take what’s the effort where it’s delivered. The only difference is, you guys aren’t paying them like they’re part of our team. But I do think that the concept of this, as like a as a structure, is helpful, because I see the operations team
53 00:11:10.250 ⇒ 00:11:12.300 Uttam Kumaran: as a client of
54 00:11:12.340 ⇒ 00:11:32.839 Uttam Kumaran: the leadership team and of like the business as a whole. Right? I think the second thing is more important. But, like you can’t be a client of everybody, right? Instead, I think it’s helpful to be like, okay, let’s say you’re a client of me. And Robert, I can tell you where the cost and complexity in our business is. And then I can direct. Tell you guys exactly where you need to go
55 00:11:32.840 ⇒ 00:11:44.651 Uttam Kumaran: to document and then isolate and then automate right like that’s easy for me to do. I think what is challenging for me to do is exactly what you guys are really good, at which is breakdown step by step by step by step.
56 00:11:45.020 ⇒ 00:11:45.690 Uttam Kumaran: right and.
57 00:11:45.690 ⇒ 00:11:46.020 Nicolas Sucari: Do you know that.
58 00:11:46.020 ⇒ 00:11:46.389 Uttam Kumaran: You know.
59 00:11:46.390 ⇒ 00:11:49.359 Nicolas Sucari: What? What I? Yeah, that’s what I wanted to do is like.
60 00:11:49.810 ⇒ 00:12:11.789 Nicolas Sucari: we need to set up this contract. Okay, we need to see all of the steps that that are involved in creating that contract, and if you say, like documents, has an Api like the idea is to have like a form with those fields that we need to to work on, and the templating documents, so that once the once the form is completed that gets automatically created right.
61 00:12:12.230 ⇒ 00:12:23.770 Uttam Kumaran: Yeah, but it’s it’s also like I would. I would like, I think this is another process is like, I would lean probably less about the solution, but more lean into what the pain is. For example, if going from.
62 00:12:23.770 ⇒ 00:12:24.490 Nicolas Sucari: No. Yeah.
63 00:12:24.490 ⇒ 00:12:28.340 Uttam Kumaran: To document, so is like 2 min. It’s not worth.
64 00:12:28.340 ⇒ 00:12:30.490 Nicolas Sucari: Yeah, obviously, obviously, yeah.
65 00:12:30.490 ⇒ 00:12:34.799 Uttam Kumaran: But like, if you find a piece, I would just give the problem to the AI team. Be like.
66 00:12:35.070 ⇒ 00:13:01.710 Uttam Kumaran: yo figure it out right. Leave them to like do that because they I want them to be creative, and how they do it. And they have a bunch they may, they may, if you give them the the solution, they may be limited right? There may be even pieces that I don’t know. That’s possible for them, right? Like maybe you could talk to something. Maybe you could. Maybe you can send a slack like, for example, let’s say this. What about for new client onboarding new new employee onboarding. You just slack a bot all the details. And it does all that.
67 00:13:01.800 ⇒ 00:13:07.759 Uttam Kumaran: That’s my instinct would have been, yeah, okay, build it from notion to here. Maybe you would skip notion right? So there’s
68 00:13:08.070 ⇒ 00:13:14.640 Uttam Kumaran: that’s what I would leave them to do is like, give them the direction, and then be like. Here’s what I here’s an idea. But like
69 00:13:14.780 ⇒ 00:13:28.519 Uttam Kumaran: I want them to push the limits right because my thing for them is gonna be I want, like, I really, if they’re gonna tell me a process, it takes automation and take goes from 10 min to 5 min. I’m gonna ask them to go from 10 min to 1 min.
70 00:13:28.720 ⇒ 00:13:32.309 Uttam Kumaran: right? And yeah, and I want them to think creatively on how to do that.
71 00:13:33.840 ⇒ 00:13:35.530 Uttam Kumaran: But it starts meeting with you guys
72 00:13:35.530 ⇒ 00:13:49.800 Uttam Kumaran: for our ability to automate is so limited by our ability to document right? And so I think Figma is probably the best place for visual docs, and then I think notion is the best place for the text based representation of that.
73 00:13:49.920 ⇒ 00:13:57.450 Uttam Kumaran: I mean, I would prefer we do everything in notion, but I don’t know. I don’t think it’s like possible to do the visual stuff there right.
74 00:13:58.190 ⇒ 00:14:05.740 Nicolas Sucari: No, no, I guess I I think fig fig morphe, and like ports are better for that piece of stuff.
75 00:14:05.740 ⇒ 00:14:06.129 Uttam Kumaran: Because like.
76 00:14:06.130 ⇒ 00:14:13.479 Nicolas Sucari: Lot of stuff. Yeah, you know what notion has like, if you if you write some code, yeah, or you
77 00:14:13.480 ⇒ 00:14:17.459 Nicolas Sucari: like the Mermaid contributing, yeah, you get the mermaid thing, and that’s pretty.
78 00:14:17.460 ⇒ 00:14:21.350 Uttam Kumaran: That’s okay. But but yeah, that’s like the best.
79 00:14:21.680 ⇒ 00:14:33.250 Uttam Kumaran: Yeah, like, let me let me give you an example like, let’s say I want I wanna ask a question about like, let’s say I want because one of my things for the AI team is I’m gonna ask them to put all the company processes by the bot.
80 00:14:33.770 ⇒ 00:14:42.979 Uttam Kumaran: But if if I ask a question, what is our new client onboarding process and it relies on figma, then we need some way of it to know that whether it’s like
81 00:14:43.160 ⇒ 00:14:47.719 Uttam Kumaran: I don’t know this figma have an Api. Can it go screenshot that fig jam.
82 00:14:48.320 ⇒ 00:14:48.909 Nicolas Sucari: No, I don’t.
83 00:14:48.910 ⇒ 00:14:49.580 Uttam Kumaran: Okay, like.
84 00:14:49.580 ⇒ 00:14:51.720 Nicolas Sucari: No, no, yeah. Yeah. I guess.
85 00:14:51.720 ⇒ 00:14:52.239 Nicolas Sucari: Do you say.
86 00:14:52.240 ⇒ 00:15:05.849 Nicolas Sucari: yeah, probably. I mean for us, we can. We can like, discuss and have that process in big jump. But once that is like approved. And we, we are all. We all agree that that is the correct process. We can then create like.
87 00:15:05.850 ⇒ 00:15:06.320 Uttam Kumaran: The notion.
88 00:15:06.320 ⇒ 00:15:14.889 Nicolas Sucari: By step, guide in notion. Yeah. And once we have that, step by step, in notion, I think we can do what you want with the ad, like AI agent. Yeah.
89 00:15:17.240 ⇒ 00:15:17.620 Uttam Kumaran: Okay.
90 00:15:17.620 ⇒ 00:15:19.810 Nicolas Sucari: Like to ask questions about that context.
91 00:15:19.810 ⇒ 00:15:20.230 Uttam Kumaran: Yeah.
92 00:15:20.230 ⇒ 00:15:20.810 Nicolas Sucari: Yeah.
93 00:15:21.470 ⇒ 00:15:28.679 Uttam Kumaran: So that’s ultimately I think, my my vision part of the reason I actually wanted us to
94 00:15:28.740 ⇒ 00:15:53.279 Uttam Kumaran: to list the amount of hours things are taking is not to like spy on you expensive thing for the business, right like. And I don’t. I see you guys not as expensive in terms of like, we want to automate. I actually want you guys to work on like the tougher, like, I have stuff that’s extremely complicated, legally, financially, that I really would love your time and help on. But I need to. I need us to automate the basics.
95 00:15:53.410 ⇒ 00:15:56.249 Uttam Kumaran: And so that’s sort of the direction for me.
96 00:15:56.370 ⇒ 00:16:00.910 Uttam Kumaran: I guess, like Marianne. Do you have any thoughts like hearing that any like concerns, or
97 00:16:01.390 ⇒ 00:16:03.799 Uttam Kumaran: you know anything pop out from any of that.
98 00:16:04.940 ⇒ 00:16:12.699 Mariane Cequina: I think it’s a great idea, and I find it really cool because I don’t work along with AI team. So Nico Nico is a project manager
99 00:16:12.870 ⇒ 00:16:26.709 Mariane Cequina: right before. And then you have a lot of exposure. So yeah, I think it will be amazing for me to actually have that kind of exposure as well, and Rick and collaborate with the team, and find ways where we can shorten the process as well.
100 00:16:27.810 ⇒ 00:16:43.890 Uttam Kumaran: Cool. Okay, okay? Great, yeah. And I think, again, before anything can get automated, it has to get documented. And we have to be doing it right? So it’s helpful for for us to in order to do prioritization. I want to see, like, okay, what? What are all the things we’re doing. How long does everything take?
101 00:16:44.140 ⇒ 00:16:56.810 Uttam Kumaran: The other thing is like, look, more people are gonna join the company right? Like we’re gonna have new clients like. In fact, I don’t. I really hope that our we use the new client onboarding more like, you know, than the new people onboarding. And
102 00:16:57.362 ⇒ 00:17:02.340 Uttam Kumaran: that really has to be solid for us to make sure that clients have a smooth process.
103 00:17:02.460 ⇒ 00:17:12.579 Uttam Kumaran: You know. I I could be honest like a lot of the mistakes that we made is because we’ve like sort of like messed. We’ve messed that up a lot for some clients. And I I just want to avoid.
104 00:17:12.760 ⇒ 00:17:21.149 Uttam Kumaran: I want to avoid that problem, because usually it lands on me and I like it delayed. Takes a while stuff like that. I want to just like
105 00:17:21.390 ⇒ 00:17:24.119 Uttam Kumaran: I want to move past. Those types of like
106 00:17:24.359 ⇒ 00:17:39.820 Uttam Kumaran: these are like the problem we have because of, like the size we’re at, not because we should be having like, we’re just young. And so as a company. So I want to solve those. And so we can graduate. And you know again, like, let’s say, we’re get to a place where onboarding one new client a week
107 00:17:40.020 ⇒ 00:17:42.680 Uttam Kumaran: like stuff is gonna break right? Like
108 00:17:42.860 ⇒ 00:17:47.850 Uttam Kumaran: things are, gonna be a lot. Things are gonna be tough. So that’s sort of what I wanna
109 00:17:48.230 ⇒ 00:17:51.730 Uttam Kumaran: what I want to drive towards is that, how do we scale this all these up.
110 00:17:54.060 ⇒ 00:18:16.049 Nicolas Sucari: Yeah, that’s fine. Yeah. And I think Marianne has been working on on all of these processes like getting the the new contracts creating. Yeah, all of these talking to the new hires through email and creating the accounts. So maybe, Marianne, we need to get some time between us. And you can show me all of these different steps that you have.
111 00:18:16.050 ⇒ 00:18:30.649 Nicolas Sucari: And we can create that documentation so that we can start identifying these opportunities. But yeah, I think this is great. Yeah, if we can get the AI team to look into some of these and propose some ideas, it would be. It would be awesome. Yeah.
112 00:18:30.880 ⇒ 00:18:31.480 Uttam Kumaran: Okay.
113 00:18:32.480 ⇒ 00:18:38.359 Uttam Kumaran: okay, great. So I know we didn’t talk about anything for the current stuff in flight. So tell me where we’re at overall.
114 00:18:39.360 ⇒ 00:19:01.210 Nicolas Sucari: So for the post. Hoc dashboard! I’ve been looking at that. I created that set that 1st set of like metrics. For the new and recurrent users. I think we have an issue there, and post hoc is not like measuring the right way. I asked Colin about that he told me he was gonna look deeper into into that metric.
115 00:19:01.513 ⇒ 00:19:20.619 Nicolas Sucari: Because there there are like 2 ways of having the new versus recurrent one. If by the, I think it’s life cycle of the users. And then there is another one on like the user. Id, I think so, yeah, we need to. We need to check that one. Because when when I went to one of those there was no like no data
116 00:19:20.927 ⇒ 00:19:33.530 Nicolas Sucari: and then I’m trying to identify, like the where the people is coming from, like, where are being referred from? And I, I read your feedback. You want to see all of the Linkedin ones, and which ones came from.
117 00:19:33.530 ⇒ 00:19:34.990 Uttam Kumaran: Yeah, we’ll everything’s
118 00:19:35.460 ⇒ 00:19:43.000 Uttam Kumaran: for the most part like it’s either going to be direct or linkedin like not many people are. I mean, maybe Google also.
119 00:19:43.290 ⇒ 00:19:46.059 Nicolas Sucari: Yeah, yeah, we have Google, yeah.
120 00:19:46.060 ⇒ 00:19:52.770 Uttam Kumaran: Yeah, like for Google, we want to know what articles or like, what links they’re coming from. And then for Linkedin, I want to know, like.
121 00:19:53.160 ⇒ 00:20:02.900 Uttam Kumaran: what post are they coming from? And things like that? And there may not be a lot of data, so we may not be tracking it, but we’ll fix it as we as like as Ryan on the marketing team
122 00:20:03.360 ⇒ 00:20:06.959 Uttam Kumaran: sort of figures it out like, and and starts to drive more traffic. So.
123 00:20:07.670 ⇒ 00:20:19.060 Nicolas Sucari: Yeah, I’m I’m gonna try to see how we can like. I understand which post from Linkedin, that from Linkedin they are coming from, because right now, we have, like only the domain access on the Linkedin. Right?
124 00:20:19.570 ⇒ 00:20:38.619 Nicolas Sucari: But yeah, I I need to dig deeper into into post code and see if we have, like all the correct information there. What I was trying to do, Tom, was I I’ve seen in in our slack. Sorry, not in our slack in our snowflake environment that we have post code data there coming from atomic.
125 00:20:38.620 ⇒ 00:20:50.889 Nicolas Sucari: Yeah? If you can then share access. Because I want to see how that is set up, and see if we have everything. I mean the correct way and see what is the repo? Because I couldn’t find repo that we’re using for all that.
126 00:20:51.150 ⇒ 00:20:55.760 Uttam Kumaran: Oh, yeah, so we’re not. No, we’re not doing any modeling on top of that.
127 00:20:55.760 ⇒ 00:20:56.420 Nicolas Sucari: Okay.
128 00:20:56.970 ⇒ 00:20:58.279 Uttam Kumaran: I, just okay. But if I want to.
129 00:20:59.700 ⇒ 00:21:00.769 Nicolas Sucari: Okay. Thank you.
130 00:21:00.770 ⇒ 00:21:02.200 Uttam Kumaran: It’s but.
131 00:21:02.200 ⇒ 00:21:02.700 Nicolas Sucari: Okay, okay.
132 00:21:04.350 ⇒ 00:21:09.079 Nicolas Sucari: If I was because I was wanting them to try to start working on the clockify stuff.
133 00:21:09.723 ⇒ 00:21:15.510 Nicolas Sucari: But I don’t know which ripple to use. I don’t know if we have like one, because we have brain for action.
134 00:21:15.510 ⇒ 00:21:22.170 Uttam Kumaran: Oh, yeah, yeah. So it’s it’s the brain. It’s the brain port.
135 00:21:23.900 ⇒ 00:21:27.519 Nicolas Sucari: Sorry you’re cutting off a little bit. But what were you saying? Which.
136 00:21:29.130 ⇒ 00:21:29.680 Uttam Kumaran: And.
137 00:21:29.680 ⇒ 00:21:30.400 Nicolas Sucari: Now I lost you.
138 00:21:34.800 ⇒ 00:21:36.430 Nicolas Sucari: We lost him, I think.
139 00:21:39.530 ⇒ 00:21:40.750 Uttam Kumaran: One.
140 00:21:43.290 ⇒ 00:21:44.110 Nicolas Sucari: No, you’re breaking.
141 00:21:44.331 ⇒ 00:21:46.100 Uttam Kumaran: Hold on one sec. One second, one second.
142 00:21:47.570 ⇒ 00:21:48.909 Nicolas Sucari: Okay, yeah, I can hear you. Now.
143 00:21:50.410 ⇒ 00:21:51.790 Uttam Kumaran: Okay, this should be better.
144 00:21:52.680 ⇒ 00:21:53.450 Nicolas Sucari: Yes.
145 00:21:53.450 ⇒ 00:21:57.910 Uttam Kumaran: Okay? No, it’s a brainforge, real dashboard brain forge, dash, real.
146 00:21:58.650 ⇒ 00:22:04.250 Nicolas Sucari: Oh, okay, okay, okay. I’m gonna see that one. But we don’t have anything. Okay. We don’t have anything.
147 00:22:04.250 ⇒ 00:22:06.719 Uttam Kumaran: Dbt, it’s a straight. It’s a straight select.
148 00:22:06.720 ⇒ 00:22:09.789 Nicolas Sucari: Straight. Okay, strike. Select from, okay. Okay.
149 00:22:09.790 ⇒ 00:22:11.990 Nicolas Sucari: But that’s fine. I think, like.
150 00:22:12.505 ⇒ 00:22:17.195 Uttam Kumaran: Mean it’s it’s not because we have, like. I just haven’t done anything there.
151 00:22:17.530 ⇒ 00:22:18.220 Nicolas Sucari: Fine.
152 00:22:18.220 ⇒ 00:22:18.860 Uttam Kumaran: Yeah.
153 00:22:19.910 ⇒ 00:22:25.069 Nicolas Sucari: I get it. This is the one that we have with like, mock up data, right?
154 00:22:26.510 ⇒ 00:22:32.919 Uttam Kumaran: Correct. Yeah. But also the we have the client data for the AI side. And this all the slack messages are going into that, too.
155 00:22:33.170 ⇒ 00:22:47.340 Uttam Kumaran: It’s just not organized. There’s like they’re all in different databases. The AI team didn’t like. I didn’t give it much direction. I put the slack data all the slack messages are there. From that are getting collected by the bot.
156 00:22:48.750 ⇒ 00:22:54.070 Nicolas Sucari: Okay. You know what? What is the tape like the the source that you’re getting.
157 00:22:54.070 ⇒ 00:22:54.890 Uttam Kumaran: Something.
158 00:22:55.470 ⇒ 00:22:59.410 Nicolas Sucari: No, I’m seeing just like if the brain brain force dash real.
159 00:23:00.055 ⇒ 00:23:03.109 Uttam Kumaran: In the in the snowflake. I have to still get.
160 00:23:03.355 ⇒ 00:23:04.089 Nicolas Sucari: Okay. Okay. Okay.
161 00:23:04.090 ⇒ 00:23:04.760 Uttam Kumaran: Thank you.
162 00:23:04.760 ⇒ 00:23:05.350 Nicolas Sucari: Bye.
163 00:23:05.350 ⇒ 00:23:07.590 Uttam Kumaran: You won’t see it in the drill. We haven’t. I don’t think
164 00:23:07.780 ⇒ 00:23:10.070 Uttam Kumaran: we haven’t brought any of that into real yet.
165 00:23:11.690 ⇒ 00:23:13.139 Nicolas Sucari: Okay. Okay, okay, that’s fine.
166 00:23:13.140 ⇒ 00:23:17.360 Uttam Kumaran: So I think you could. I mean, I think, basically, you could do a straight select from there.
167 00:23:17.770 ⇒ 00:23:18.219 Uttam Kumaran: Yeah, yeah.
168 00:23:18.220 ⇒ 00:23:19.880 Uttam Kumaran: And tables are very basic.
169 00:23:23.150 ⇒ 00:23:23.840 Nicolas Sucari: Okay.
170 00:23:25.010 ⇒ 00:23:29.350 Uttam Kumaran: So I’m gonna I just sat down. I’ll get you a snowflake access.
171 00:23:29.993 ⇒ 00:23:30.699 Uttam Kumaran: That way.
172 00:23:30.700 ⇒ 00:23:32.170 Nicolas Sucari: I think they have Snowflake.
173 00:23:32.170 ⇒ 00:23:32.870 Uttam Kumaran: Oh, okay.
174 00:23:32.870 ⇒ 00:23:39.140 Nicolas Sucari: I have snowflake access like for the one internally. What I don’t have is the polyatomic access
175 00:23:43.700 ⇒ 00:23:46.919 Nicolas Sucari: brain for some of like. Here it is. Okay.
176 00:23:59.300 ⇒ 00:24:00.360 Nicolas Sucari: Wait.
177 00:24:00.780 ⇒ 00:24:06.879 Nicolas Sucari: Yeah. Because I I can see. Okay, slack. dB, okay, that one. There, you have. Like, all.
178 00:24:07.610 ⇒ 00:24:11.199 Nicolas Sucari: Okay, you have like one schema per client. Right? Yeah. Okay.
179 00:24:11.370 ⇒ 00:24:11.895 Uttam Kumaran: Yes.
180 00:24:12.610 ⇒ 00:24:14.200 Nicolas Sucari: Okay, okay, that’s fine.
181 00:24:15.820 ⇒ 00:24:32.000 Nicolas Sucari: Yeah, okay, cool. Yeah. I’m gonna start looking at that. And I wanted to bring here the talkify data. So yeah, if you give me access to polyatomic, I’m gonna try to figure that out. Or if not, yeah, I’m gonna try to read talk. If I docs and see how we can get
182 00:24:32.320 ⇒ 00:24:41.159 Nicolas Sucari: the data. I mean, also, I can export like old time data from clock if I and just load it as an Csv. Right into Snowflake
183 00:24:41.970 ⇒ 00:24:43.960 Nicolas Sucari: before I honestly think that might be.
184 00:24:43.960 ⇒ 00:24:50.630 Uttam Kumaran: That might be easiest to do. And you can like it’s honestly, we’re looking at that data like once a week. Anyways.
185 00:24:50.630 ⇒ 00:24:51.730 Nicolas Sucari: Yeah, yeah, that’s good.
186 00:24:51.730 ⇒ 00:24:54.800 Uttam Kumaran: If I have an Api, I mean, I feel like you could.
187 00:24:55.310 ⇒ 00:24:56.550 Uttam Kumaran: Yeah, they have.
188 00:24:56.720 ⇒ 00:24:57.880 Uttam Kumaran: Is it free?
189 00:24:58.690 ⇒ 00:25:04.280 Nicolas Sucari: Let me check, clockify api documentation.
190 00:25:04.280 ⇒ 00:25:09.268 Uttam Kumaran: This is something that like let me see
191 00:25:13.720 ⇒ 00:25:19.760 Uttam Kumaran: like again. You could just ask like, if you just go to Casey. And you say, you know I want to bring this shit, and you’ll get it.
192 00:25:19.760 ⇒ 00:25:21.419 Nicolas Sucari: Okay. Okay. Okay.
193 00:25:21.420 ⇒ 00:25:22.010 Uttam Kumaran: Yeah.
194 00:25:22.010 ⇒ 00:25:24.319 Nicolas Sucari: Great. Okay. Cool.
195 00:25:24.620 ⇒ 00:25:33.449 Uttam Kumaran: Like, that’s something that’s something I would just totally hand off and be like, Hey, okay? Like, I mean, you could just be like, hey? I want to get all this data into our snowflake. They’ll go run it.
196 00:25:34.300 ⇒ 00:25:38.060 Nicolas Sucari: Yeah, before that, I’m gonna try doing the export with the Csv and see.
197 00:25:38.060 ⇒ 00:25:38.610 Uttam Kumaran: Sure, sure.
198 00:25:38.610 ⇒ 00:25:48.150 Nicolas Sucari: Data is about and try to create like one real dashboard with that to see if that’s useful. Once when I once I see that I can. Yeah, ask Casey for that.
199 00:25:48.150 ⇒ 00:25:54.840 Uttam Kumaran: Yeah, right now, I’m doing all of our financial modeling in a manual excel sheet. So I’m gonna start to move a lot of that to Snowflake.
200 00:25:55.260 ⇒ 00:26:00.329 Uttam Kumaran: I mean, we are a data team. So I want to sort of try to use our own tools for all that. So
201 00:26:00.660 ⇒ 00:26:01.240 Nicolas Sucari: Yeah, that’s fine.
202 00:26:01.240 ⇒ 00:26:04.120 Uttam Kumaran: And bring in the quickbooks data. We’ll have the post hog data.
203 00:26:04.220 ⇒ 00:26:12.299 Uttam Kumaran: Currently, we don’t have the. We don’t have everything in Hubspot for sales, but we’ll move there. We’ll then have slack messages, hours.
204 00:26:12.410 ⇒ 00:26:16.220 Uttam Kumaran: stuff from gusto, like everything will be there for us to build like
205 00:26:16.500 ⇒ 00:26:21.359 Uttam Kumaran: our core financial models and our core operating dashboards.
206 00:26:21.640 ⇒ 00:26:24.440 Uttam Kumaran: It may take another month or so to get there, but.
207 00:26:24.440 ⇒ 00:26:29.370 Nicolas Sucari: And that could be like an entire new service that we can sell to other clients.
208 00:26:30.400 ⇒ 00:26:31.100 Nicolas Sucari: Know that.
209 00:26:31.380 ⇒ 00:26:34.450 Uttam Kumaran: I know. I know. I know. That’s Robert’s job. That’s not my job.
210 00:26:34.450 ⇒ 00:26:35.010 Nicolas Sucari: Yeah.
211 00:26:35.267 ⇒ 00:26:37.069 Uttam Kumaran: That’s fine. But yeah, I know I.
212 00:26:37.070 ⇒ 00:26:37.650 Nicolas Sucari: Oh, my!
213 00:26:37.650 ⇒ 00:26:38.270 Uttam Kumaran: Okay.
214 00:26:39.170 ⇒ 00:27:03.870 Nicolas Sucari: Cool. Yeah. And apart from that, I started creating that like new slides, for, like the the new team members every time they join like to have like a quick meeting with them. 30 min meeting and just present a little bit of what brain forge is about. What’s the team, how we work. And maybe we need we, we can use that as a template and just have, like some slides as
215 00:27:04.395 ⇒ 00:27:10.970 Nicolas Sucari: like, what’s your role. What are your like? The expectations which clients are you gonna be working in and all of that?
216 00:27:11.490 ⇒ 00:27:18.910 Nicolas Sucari: Try to share a little bit on tools that we use on how we communicate. But yeah, I’m I’m I’m working towards having that.
217 00:27:20.310 ⇒ 00:27:40.259 Uttam Kumaran: Okay, cool. Yeah. And I, I think it’s a couple of pieces of feedback. So yeah, a lot of people are messaging me about clock about gusto payments. About like if they’re in the right slack channels. All of that, I think we should try to clear up customer. Some people it’s their 1st time using gusto. It’s their 1st time using clock. If it’s their 1st time using slack
218 00:27:40.936 ⇒ 00:27:51.050 Uttam Kumaran: I also wanna make sure that everybody who comes on get signed up, for zoom understands how to use. Zoom all those things I think like it would be great to
219 00:27:51.240 ⇒ 00:28:00.019 Uttam Kumaran: to sort of have there and then the other thing is, maybe we could like for stuff that’s nonsensitive. Maybe we should have people go ask in like a channel like
220 00:28:00.230 ⇒ 00:28:02.660 Uttam Kumaran: new hire onboarding like help
221 00:28:02.800 ⇒ 00:28:08.219 Uttam Kumaran: or like employee help, basically where people could ask questions if they need help with things.
222 00:28:08.910 ⇒ 00:28:10.039 Nicolas Sucari: Yeah, of course, we can.
223 00:28:10.040 ⇒ 00:28:10.420 Uttam Kumaran: Correct.
224 00:28:10.420 ⇒ 00:28:10.820 Nicolas Sucari: Channels.
225 00:28:10.820 ⇒ 00:28:15.040 Uttam Kumaran: I think a lot of people are gonna start dming you. And it’s gonna it’s gonna be like.
226 00:28:15.150 ⇒ 00:28:19.659 Uttam Kumaran: it’s gonna get tougher. Ideally, a channel, for, like new onboarding help.
227 00:28:19.990 ⇒ 00:28:27.590 Uttam Kumaran: people could just ask questions there, like as soon as they they get on boarded they just get put into there and then any questions they have or access they need. They can just
228 00:28:27.780 ⇒ 00:28:30.250 Uttam Kumaran: have it all. Be there, and people can help each other out.
229 00:28:31.390 ⇒ 00:28:51.750 Nicolas Sucari: Yeah, I think we can have like an an open channel for questions like for anyone to help. And then with the new board, with with new team members. What happens is like, maybe they are a little bit shy on posting something in a in a big channel with a lot of people. But we can. We can have like a small channel with that person between Marianne, you me and.
230 00:28:51.750 ⇒ 00:28:52.160 Uttam Kumaran: Yeah.
231 00:28:52.160 ⇒ 00:28:56.269 Nicolas Sucari: And the new team member, and and they can go directly through there. Yeah.
232 00:28:56.970 ⇒ 00:29:07.079 Uttam Kumaran: Yeah. So that’s I’m totally game with that like, for every new person that gets on boarded, they get in a put, they get put in the Channel with us and me, and like it could be private. And then that way any questions they have.
233 00:29:07.080 ⇒ 00:29:07.410 Nicolas Sucari: Yeah.
234 00:29:07.410 ⇒ 00:29:12.460 Uttam Kumaran: I think also, I don’t. I just don’t want people putting stuff in the operations channel like, I want that to be for you guys.
235 00:29:13.139 ⇒ 00:29:13.739 Uttam Kumaran: That’s why.
236 00:29:13.740 ⇒ 00:29:14.510 Nicolas Sucari: Yeah, it’ll be fine.
237 00:29:14.510 ⇒ 00:29:22.669 Uttam Kumaran: I’ve been moving people out of there because I don’t want them to spam that, but I do want them to either post in the brain porch team or to post in a new hire onboarding channel.
238 00:29:22.670 ⇒ 00:29:26.789 Nicolas Sucari: Yeah, but you, you know. But bring 1st team. There is a lot of people. So maybe if someone has.
239 00:29:26.790 ⇒ 00:29:27.520 Uttam Kumaran: People are nervous.
240 00:29:27.520 ⇒ 00:29:28.009 Nicolas Sucari: Don’t worry.
241 00:29:28.010 ⇒ 00:29:32.030 Nicolas Sucari: Yeah, they they won’t. They are not gonna be sending them through there.
242 00:29:32.030 ⇒ 00:29:37.709 Uttam Kumaran: Yeah, I agree. I agree, I think, having having having at least
243 00:29:37.900 ⇒ 00:29:41.820 Uttam Kumaran: somewhere where people can ask or or yeah, just having it in a channel where
244 00:29:42.412 ⇒ 00:29:48.400 Uttam Kumaran: cause again, I think ultimately you guys will start to see the same 100 questions and then
245 00:29:48.550 ⇒ 00:29:50.279 Uttam Kumaran: start to automate right.
246 00:29:50.720 ⇒ 00:29:53.010 Nicolas Sucari: Yeah, yeah, of course.
247 00:29:53.990 ⇒ 00:29:54.840 Nicolas Sucari: Okay.
248 00:29:56.610 ⇒ 00:29:57.420 Mariane Cequina: I, actually.
249 00:29:57.420 ⇒ 00:30:05.140 Mariane Cequina: I do have some question regarding that template for job offer in Figma, because I wasn’t able to give them the job offer.
250 00:30:05.690 ⇒ 00:30:08.335 Mariane Cequina: Okay? I mean, yeah. Do you remember? Like the template.
251 00:30:08.630 ⇒ 00:30:09.040 Uttam Kumaran: Yeah.
252 00:30:09.040 ⇒ 00:30:15.510 Mariane Cequina: I don’t know how I can like send them that, because usually they are officially accepted the offer, and then they’re ready.
253 00:30:15.510 ⇒ 00:30:15.870 Uttam Kumaran: Yeah.
254 00:30:16.300 ⇒ 00:30:25.929 Uttam Kumaran: I guess, like, I haven’t. We haven’t been doing a good job because I just send people offers over email. Ideally, I want everyone to get like a formal offer letter.
255 00:30:26.478 ⇒ 00:30:31.409 Uttam Kumaran: It may take more time for us to get there because we’re just moving really fast.
256 00:30:31.956 ⇒ 00:30:40.829 Uttam Kumaran: I basically do want everybody to have access to an offer letter that because a lot of people need it for like employment, verification and stuff like that.
257 00:30:43.400 ⇒ 00:30:53.169 Uttam Kumaran: so I don’t know, like and I I, this is a bigger thing. But we should. We should think about our how we organize our Google drive and stuff because there’s documents in gusto. There’s documents in ocean. There’s stuff in Google drive
258 00:30:53.570 ⇒ 00:30:55.800 Uttam Kumaran: like everywhere. So
259 00:30:56.930 ⇒ 00:31:04.729 Uttam Kumaran: like, I don’t know. Maybe when people on board again they get. They get their own Google drive shared with the company where they get all their contracts are there
260 00:31:04.900 ⇒ 00:31:10.129 Uttam Kumaran: they get a channel, you know, something like that. I don’t know.
261 00:31:11.210 ⇒ 00:31:13.198 Mariane Cequina: Okay, we’ll take note of that.
262 00:31:13.900 ⇒ 00:31:19.509 Mariane Cequina: Regarding with Jacob. Is he on off boarding cause? He actually left the the.
263 00:31:19.510 ⇒ 00:31:24.549 Uttam Kumaran: Yeah, I would say, like we, I don’t want to off board him 100% yet, because.
264 00:31:24.550 ⇒ 00:31:24.940 Mariane Cequina: Okay.
265 00:31:24.940 ⇒ 00:31:27.130 Uttam Kumaran: He’s basically here in case we need his help.
266 00:31:27.350 ⇒ 00:31:30.399 Uttam Kumaran: So I think it’s fine to leave him there for now.
267 00:31:31.240 ⇒ 00:31:31.800 Mariane Cequina: And.
268 00:31:32.070 ⇒ 00:31:40.582 Uttam Kumaran: Because he was working with us like 6 months ago. He came back. He’s off again, like I. Basically, he just comes and helps us like if we’re in if we’re in need.
269 00:31:40.970 ⇒ 00:31:41.930 Uttam Kumaran: So
270 00:31:42.350 ⇒ 00:31:50.120 Uttam Kumaran: I think it’s fine to leave him there, for now he’s kind of in the same spot as like Brian and and Nick. By the way, Nick Baker, you probably see
271 00:31:50.696 ⇒ 00:31:54.569 Uttam Kumaran: they’re just there, like, in case of like emergency, and I need their help.
272 00:31:55.130 ⇒ 00:31:56.199 Mariane Cequina: Okay, got it?
273 00:31:57.410 ⇒ 00:31:57.980 Uttam Kumaran: Just kind of.
274 00:31:57.980 ⇒ 00:32:01.969 Mariane Cequina: And for and for and for Michael. He he’s not yet joined.
275 00:32:01.970 ⇒ 00:32:05.059 Uttam Kumaran: Yeah, I messaged him again today, he said. He said. He’s like
276 00:32:05.660 ⇒ 00:32:08.875 Uttam Kumaran: busy with something else I don’t know, and I
277 00:32:12.170 ⇒ 00:32:21.919 Mariane Cequina: And also for the and this is just one last concern that I have is about the contract form for a client. I think I think Nicole can help a lot from that. But I’m not
278 00:32:22.070 ⇒ 00:32:24.739 Mariane Cequina: that knowledgeable yet about the client.
279 00:32:25.080 ⇒ 00:32:31.660 Nicolas Sucari: Like contract form, because I never finished that one like the client contract form so utam for.
280 00:32:31.660 ⇒ 00:32:32.769 Uttam Kumaran: He put a notion for him.
281 00:32:33.110 ⇒ 00:32:33.909 Nicolas Sucari: Or or yeah
282 00:32:34.500 ⇒ 00:32:47.449 Nicolas Sucari: form for clients like the process is like this, like you have a call with Robert, with the client to discuss like scope, the needs whatever. Then the design team creates the the sow right?
283 00:32:49.650 ⇒ 00:33:00.240 Uttam Kumaran: Yeah, here, let me let me let me let me walk through it. And then I think this is something where, if you guys have a place where I can even just like we can. You can probably take this from this call.
284 00:33:00.520 ⇒ 00:33:05.580 Uttam Kumaran: Yeah. So I’ll let yeah. Let’s just go through. I have to jump in a sec. But let’s go through this.
285 00:33:05.800 ⇒ 00:33:10.279 Uttam Kumaran: Let me know anything I can follow up. Yeah, okay? Oh, perfect. Okay.
286 00:33:11.050 ⇒ 00:33:14.960 Nicolas Sucari: Okay, yeah. So I created this like, this is like.
287 00:33:17.100 ⇒ 00:33:29.589 Nicolas Sucari: initial contact contract signing project kick off. And then I’m going just like a template. I did it. And then I have, like client actions, what they need to do. What are the executive team actions on each team? What needs to be worked.
288 00:33:29.590 ⇒ 00:33:30.430 Uttam Kumaran: So, right, yeah.
289 00:33:32.160 ⇒ 00:33:33.209 Nicolas Sucari: 1st of all, it’s not.
290 00:33:33.210 ⇒ 00:33:33.659 Uttam Kumaran: That’s a.
291 00:33:33.660 ⇒ 00:33:34.230 Nicolas Sucari: Delete.
292 00:33:34.230 ⇒ 00:33:36.220 Uttam Kumaran: Let’s select a couple of comments.
293 00:33:37.320 ⇒ 00:33:38.729 Uttam Kumaran: Yeah, yeah, go ahead. Got it? Go ahead.
294 00:33:39.550 ⇒ 00:33:52.379 Nicolas Sucari: Like the process, as I kind of recall is, we have, like you and Robert have a a meeting with them. You yeah. You understand the request. You scope the project a little bit with them.
295 00:33:52.380 ⇒ 00:34:16.289 Nicolas Sucari: Then we create this sow document with the design team. Once that is ready, the Ops team. Send that sow. It’s I added, here at Ops team. But it could be you or I don’t know anyone else. The client review the sow and the pro and approve, and then once it is approved, we send the contract. So contract and sow are different things, and both things need to be sent to the client. Right?
296 00:34:21.920 ⇒ 00:34:24.689 Nicolas Sucari: I’m gonna pause there. See if
297 00:34:25.900 ⇒ 00:34:28.139 Nicolas Sucari: are you there with him? We lost you.
298 00:34:29.409 ⇒ 00:34:32.000 Nicolas Sucari: Are you hearing Marianne or.
299 00:34:32.520 ⇒ 00:34:34.130 Mariane Cequina: Yeah, yeah, I’m actually listening.
300 00:34:34.429 ⇒ 00:34:38.029 Nicolas Sucari: Okay, Utam, I think you’re on mute if you’re talking.
301 00:34:43.419 ⇒ 00:34:46.589 Nicolas Sucari: But yeah, but my my concern is here, Marianne, like.
302 00:34:46.590 ⇒ 00:34:48.409 Uttam Kumaran: I guess. Sorry I can hear you. I can hear you.
303 00:34:49.550 ⇒ 00:34:49.980 Nicolas Sucari: Okay.
304 00:34:50.600 ⇒ 00:34:51.170 Nicolas Sucari: Sorry.
305 00:34:51.179 ⇒ 00:34:55.629 Uttam Kumaran: I was just. I literally was just like I just had to get it. I just got a coffee, so.
306 00:34:55.630 ⇒ 00:34:56.670 Nicolas Sucari: Yeah, no. No. Problem.
307 00:34:56.670 ⇒ 00:34:59.946 Uttam Kumaran: One thing. Let me let me.
308 00:35:00.810 ⇒ 00:35:08.269 Uttam Kumaran: Yeah, let me comment on this. So there’s no I would say, replace the exact team with sales team as ideally.
309 00:35:08.270 ⇒ 00:35:08.620 Nicolas Sucari: Say.
310 00:35:08.620 ⇒ 00:35:13.739 Uttam Kumaran: Like this is all related to sort of sales. But I I really love this.
311 00:35:13.900 ⇒ 00:35:19.210 Uttam Kumaran: I really love this sort of breakdown. I think couple of things. One.
312 00:35:19.920 ⇒ 00:35:25.800 Uttam Kumaran: yeah, I, it’s basically we need to get to the point where we’re sending. And this is like a the and the
313 00:35:26.521 ⇒ 00:35:31.619 Uttam Kumaran: I guess. Do you want to capture the sales process here, or do you want to have this be sort of like
314 00:35:31.990 ⇒ 00:35:35.569 Uttam Kumaran: everything? Do you want it to be right after they say yes, like.
315 00:35:35.780 ⇒ 00:35:45.160 Nicolas Sucari: I mean, we we can have. So we can have the entire process, or we can just like focus on each of these stuff. Like I I kind of.
316 00:35:45.160 ⇒ 00:35:47.329 Uttam Kumaran: Let’s just start with this for now.
317 00:35:47.480 ⇒ 00:35:48.180 Nicolas Sucari: Yeah.
318 00:35:48.700 ⇒ 00:36:07.860 Nicolas Sucari: so so this is like, after we have the lead, after we have like that 1st meeting with the client like it starts there when you have, like that 1st meeting with the client, where where you discuss about what are their needs, what we can offer, and we kind of figure out what we need to create that sow document.
319 00:36:10.240 ⇒ 00:36:10.950 Nicolas Sucari: Right?
320 00:36:11.830 ⇒ 00:36:14.898 Uttam Kumaran: Yeah. So I think after that,
321 00:36:15.648 ⇒ 00:36:17.080 Nicolas Sucari: Let me share this to you.
322 00:36:17.080 ⇒ 00:36:17.455 Uttam Kumaran: Yeah.
323 00:36:23.540 ⇒ 00:36:28.670 Uttam Kumaran: So let me let me. Just. I’ll go for comments here. I think that’s fine, because I have a lot of thoughts
324 00:36:28.870 ⇒ 00:36:33.970 Uttam Kumaran: I’ll put. I’ll just put the comment here, and I’ll I’ll also record a little bit. I’ll record a loom of like
325 00:36:34.070 ⇒ 00:36:36.429 Uttam Kumaran: how this is working and an example
326 00:36:36.790 ⇒ 00:36:39.720 Uttam Kumaran: that way we can. You guys will have all that context.
327 00:36:40.180 ⇒ 00:36:42.070 Uttam Kumaran: Okay, perfect. This is great.
328 00:36:45.970 ⇒ 00:36:48.290 Mariane Cequina: And lastly, I need another question.
329 00:36:49.130 ⇒ 00:37:01.190 Mariane Cequina: because because this is my 1st time on boarding new project managers. So I was thinking, if they should have their personal dashboard in notion, and then also, should they be invited to all the channels in slack.
330 00:37:03.830 ⇒ 00:37:05.970 Nicolas Sucari: I won’t say I’ll personal. Yeah.
331 00:37:06.530 ⇒ 00:37:11.450 Uttam Kumaran: Yeah, in terms of personal dashboard. I don’t know. I think I wanna understand. If people are like
332 00:37:12.210 ⇒ 00:37:17.180 Uttam Kumaran: using it. I honestly think it’s I think it’s probably
333 00:37:19.080 ⇒ 00:37:22.169 Uttam Kumaran: I don’t know. I I guess, like it’s probably
334 00:37:22.700 ⇒ 00:37:31.409 Uttam Kumaran: probably helpful for now. But maybe not the most important long term we’re thinking about moving to linear. We’re actually testing it this week.
335 00:37:31.600 ⇒ 00:37:38.239 Uttam Kumaran: so it may be less relevant for them to have personal dashboard. I don’t know. I don’t maybe maybe leave it for now.
336 00:37:38.860 ⇒ 00:37:42.739 Mariane Cequina: For 1st lock for the channel. Should I invite them to all the channels.
337 00:37:42.740 ⇒ 00:37:47.599 Uttam Kumaran: Yeah, so ideally well, I ideally, they’re in the channels related to clients.
338 00:37:48.930 ⇒ 00:37:49.270 Mariane Cequina: Okay.
339 00:37:49.270 ⇒ 00:37:56.460 Uttam Kumaran: I feel like they’re in the. They’re in the client. They’re in the channels related to the clients. They’re also in the, in the channels related to. Thank you.
340 00:37:56.790 ⇒ 00:37:59.438 Uttam Kumaran: They’re in the channels related to
341 00:38:01.600 ⇒ 00:38:06.330 Nicolas Sucari: If you want Marianne, maybe. Yeah. Maybe like the like, our common or brain from town.
342 00:38:06.330 ⇒ 00:38:12.169 Uttam Kumaran: I was gonna start. I was gonna start a project management channel. By the way.
343 00:38:12.606 ⇒ 00:38:20.880 Uttam Kumaran: because we have a few people joining. And then I I just think the client channel that the brain forge team, channel and engineering would be perfect.
344 00:38:21.460 ⇒ 00:38:22.140 Mariane Cequina: Okay.
345 00:38:24.591 ⇒ 00:38:46.510 Nicolas Sucari: Maybe, maybe, Marianne, we we can go through all of the channels that we have in slack, and see which ones we should be like adding every team member, and like like just doing some categories of the channels and seeing like, if hey, if we need, if we have our new engineering on the team. We need to add into all of these channels. If we have a new Pm. We added on all of these ones.
346 00:38:46.510 ⇒ 00:38:47.600 Nicolas Sucari: and how.
347 00:38:47.600 ⇒ 00:38:50.579 Uttam Kumaran: Little bit of documentation on on that right.
348 00:38:51.374 ⇒ 00:38:57.119 Mariane Cequina: I agree, I agree, I think that’s my question, that’s all my question.
349 00:38:57.800 ⇒ 00:39:05.479 Uttam Kumaran: Okay, yeah. Just just tag me tag me in that in that big jam, and then I’ll leave you comments. And then, is that gonna be where everything’s gonna be like you’re gonna do
350 00:39:05.620 ⇒ 00:39:09.520 Uttam Kumaran: like, are you just gonna add new pages that fake jam for all the other processes.
351 00:39:10.240 ⇒ 00:39:17.249 Nicolas Sucari: So I created this one. And Marianne has a a different one. But we need to. Yeah, we need to get everything in one.
352 00:39:17.250 ⇒ 00:39:20.380 Uttam Kumaran: So you can put it under. You can put it as a page, because.
353 00:39:20.510 ⇒ 00:39:23.000 Nicolas Sucari: Yeah, yeah, we can hear, yeah, yeah.
354 00:39:23.000 ⇒ 00:39:27.350 Uttam Kumaran: Yeah, so do this page, or put everything in one like you can put everything in one like
355 00:39:27.610 ⇒ 00:39:28.300 Uttam Kumaran: this is helpful.
356 00:39:28.640 ⇒ 00:39:31.629 Uttam Kumaran: Everything. If it gets chaotic, we can move them to new pages.
357 00:39:32.980 ⇒ 00:39:53.210 Nicolas Sucari: Yeah, I tried to create it like this because it was like easy to understand which team has to do each like kind of piece of the process, and added, like a bunch of tools here that we need to use for each kind of these like big steps. But we can be more detail. We can. Yeah, I don’t know. We cannot like, yeah, break down a little bit
358 00:39:53.240 ⇒ 00:40:15.780 Nicolas Sucari: more each of these steps. But it was just like to have a 1st grasp of of this process and see where we need like to focus, because this is like a big process. But then I wanna see, like how how we are creating that contract agreement right? And go deeper into like, what are the steps we need to create and have that contract created sent and signed for from the client.
359 00:40:17.540 ⇒ 00:40:18.140 Uttam Kumaran: Okay.
360 00:40:22.040 ⇒ 00:40:24.749 Nicolas Sucari: Okay. But yeah, I can tag you here so that you can check.
361 00:40:26.020 ⇒ 00:40:32.190 Uttam Kumaran: This is great. And then I still think, like as you guys get time to keep working on the
362 00:40:32.460 ⇒ 00:40:42.520 Uttam Kumaran: the master to do list even if it’s just like making sure everything’s there that’s helpful for me to see everything, because I’m I’m gonna keep adding more tasks. There.
363 00:40:43.940 ⇒ 00:41:03.520 Uttam Kumaran: again. I feel like this team is always gonna be. There’s always gonna be a bunch of stuff going on. But I do want to know at any moment, like, okay, we have, like 5 client onboarding. We have 5 new employee onboardings. That’s like 30 h of work here. And then we have other work, like, I kind of want to see that, so that that will help the AI team get a sense of priority and what to do.
364 00:41:06.860 ⇒ 00:41:31.300 Nicolas Sucari: Okay, yeah, we have. I mean, I I checked all of those tasks that we have there. We have, all of the ones that we created last week with them. On the other board. I already merged all of that in the Operations homepage, and we have a lot of them that maybe we need to go through or set some more time with you to go through some requirements and yeah, and just to prioritize and start working on.
365 00:41:31.602 ⇒ 00:41:38.960 Nicolas Sucari: But yeah, we have. I think everything is there. I mean, if you go to operations homepage, you’ll be able to see all of the tasks there.
366 00:41:40.700 ⇒ 00:41:46.380 Uttam Kumaran: Is it helpful for me to like? I know I’m just sending a lot of notes in the operations team. Is that helpful like? Should I.
367 00:41:47.486 ⇒ 00:41:51.740 Nicolas Sucari: For me. It’s super helpful. Yeah, just keep sending them. Yeah.
368 00:41:52.620 ⇒ 00:41:53.970 Uttam Kumaran: Okay, okay.
369 00:41:54.840 ⇒ 00:42:10.289 Uttam Kumaran: yeah. I mean, I love this channel like, I have so many things on my mind, because I just try to show and everything that I’m doing. And there’s a lot of opportunity to take some of those things off my plate. So I wanna hand it to you because I’m like. It needs to be reliable process for everybody so
370 00:42:11.060 ⇒ 00:42:11.730 Uttam Kumaran: perfect.
371 00:42:11.730 ⇒ 00:42:12.480 Nicolas Sucari: That’s fine!
372 00:42:12.950 ⇒ 00:42:13.490 Uttam Kumaran: Okay.
373 00:42:13.640 ⇒ 00:42:17.999 Nicolas Sucari: Keep keep shooting. We. We can then discuss with Marianne, and see.
374 00:42:18.160 ⇒ 00:42:22.260 Nicolas Sucari: like, what? What are our possibilities to do. All of these ones.
375 00:42:25.100 ⇒ 00:42:29.789 Uttam Kumaran: Okay, alright guys, I gotta run but thanks. And then, yeah, just especially being slack for anything.
376 00:42:31.080 ⇒ 00:42:31.760 Nicolas Sucari: Okay.
377 00:42:31.760 ⇒ 00:42:32.510 Nicolas Sucari: Thank you.
378 00:42:32.790 ⇒ 00:42:33.370 Mariane Cequina: Thank you.
379 00:42:33.370 ⇒ 00:42:35.940 Nicolas Sucari: Thank you, Tom. Thank you, Marianne. Talk to you later. Bye.
380 00:42:36.630 ⇒ 00:42:37.099 Mariane Cequina: Bye, bye.