Meeting Title: Uttam_Steven Date: 2025-03-05 Meeting participants: Steven Kootz, Uttam Kumaran
WEBVTT
1 00:11:00.170 ⇒ 00:11:01.170 Steven Kootz: Hello! Hello!
2 00:11:01.170 ⇒ 00:11:02.845 Uttam Kumaran: Hey? Can you hear me?
3 00:11:03.180 ⇒ 00:11:04.550 Steven Kootz: Yeah. Can you? Can you hear me?
4 00:11:04.790 ⇒ 00:11:10.930 Uttam Kumaran: Let me know. Let me know if it’s too loud. Just in a coffee shop trying to get some fresh air.
5 00:11:11.210 ⇒ 00:11:11.929 Steven Kootz: No worries.
6 00:11:14.110 ⇒ 00:11:15.959 Uttam Kumaran: How’s the day going.
7 00:11:15.960 ⇒ 00:11:18.750 Steven Kootz: It’s going. Well, yeah, it’s it’s good to be like.
8 00:11:19.310 ⇒ 00:11:25.319 Steven Kootz: you know, putting stuff in to see how it looks and whatnot. So that’s pretty nice. So, yeah, what about you?
9 00:11:26.701 ⇒ 00:11:54.980 Uttam Kumaran: This stuff is good busy. But yeah, our our coffee sort of conversation went really. Well, a lot of the stuff that you heard we were trying to sort of muscle up on is getting better, I think definitely. We have a nice leg up going through this next phase, but your work on the roadmap and stuff is kind of is like exactly what we need to sort of hit the hit this next phase hard. So yeah, I’m glad we’re glad we’re working on that.
10 00:11:55.210 ⇒ 00:11:55.900 Uttam Kumaran: Got it.
11 00:11:56.720 ⇒ 00:12:01.689 Steven Kootz: Yeah, yeah, it’s it’s it’s good to hear things are pretty good, too. So I guess.
12 00:12:03.287 ⇒ 00:12:03.820 Uttam Kumaran: Whenever.
13 00:12:03.820 ⇒ 00:12:09.500 Steven Kootz: You guys mentioned like the next phase 2 is that, oh, can you hear me?
14 00:12:10.346 ⇒ 00:12:12.986 Uttam Kumaran: Yes, I can hear you. Can you hear me?
15 00:12:13.460 ⇒ 00:12:27.639 Steven Kootz: Yeah, so I guess like one thing, too, it’s like so like the next phase, right? So I think when they when they sign up for more? Or does that mean we’re gonna be doing more dashboards, or we’re just flooding in more content and data into their dashboard.
16 00:12:28.670 ⇒ 00:12:41.930 Uttam Kumaran: It’s it’s it could be both. So to give you a sense of like, we just started working with their executive team. And we want to start working. We’re working more heavily with our marketing team. They have a customer service team. So it’s sort of like
17 00:12:42.050 ⇒ 00:13:08.049 Uttam Kumaran: we just sort of break off more pieces as we go. The output is still dashboards, data, models, analysis. But it’s for and maybe for new stakeholders within the business. So so like. And this is, miss, maybe a little bit different. And you correct me if I’m wrong than than how it works. We created where you guys sign up for like a 3 month project, and it’s sort of like cool. See, ya, this is like most of our clients will stay with us for 6 months to a year. So
18 00:13:08.290 ⇒ 00:13:32.989 Uttam Kumaran: we have a lot of room to to sort of a system. The 3 months typically like 3 to 6 month contracts. But we try to. We’re trying to build 3 months worth of roadmap for everybody. Because that gives us the best odds of a deal, and it also allows us to Upsell and say, Hey, we’re gonna get to this in 3 months. But wouldn’t you? Rather we get to it in one month like we should? You should sign up for more hours, you know.
19 00:13:33.140 ⇒ 00:13:36.669 Steven Kootz: Okay, okay, yeah, I agree.
20 00:13:36.670 ⇒ 00:13:38.298 Uttam Kumaran: Does that sort of make sense.
21 00:13:40.050 ⇒ 00:13:42.140 Steven Kootz: Yeah, that makes sense. So like.
22 00:13:43.920 ⇒ 00:13:49.239 Steven Kootz: let me let me try to break it down. I guess like.
23 00:13:49.340 ⇒ 00:13:51.179 Steven Kootz: So you you break it off
24 00:13:51.460 ⇒ 00:14:03.979 Steven Kootz: in a way to like, build out one thing, but you know you can build out another thing, but you kind of do the 1st thing, and then, if they like it, then you can bring up the second thing. Then you keep going with that is that kind of like what you’re what you’re saying.
25 00:14:14.680 ⇒ 00:14:16.230 Steven Kootz: Oh, can you hear me.
26 00:14:18.558 ⇒ 00:14:20.509 Uttam Kumaran: Hey? Can you hear me now? Sorry.
27 00:14:20.510 ⇒ 00:14:21.169 Steven Kootz: Yeah, I can hear you.
28 00:14:22.165 ⇒ 00:14:23.160 Uttam Kumaran: Back.
29 00:14:26.360 ⇒ 00:14:41.080 Steven Kootz: Yeah, I I think I was just saying so. Like, essentially, you guys like, essentially when you make like, like the gross margin dashboard, you make it, and then say, like, Hey, we can also make like this like Amazon dashboard. Is that kind of what that is like? When you build out the contract, and, like you can kind of keep pushing out more dashboards. Is it.
30 00:14:42.170 ⇒ 00:14:44.398 Uttam Kumaran: That is, yeah, that’s exactly correct.
31 00:14:44.770 ⇒ 00:14:45.490 Steven Kootz: Okay.
32 00:14:45.730 ⇒ 00:14:51.510 Uttam Kumaran: Yeah, we get new requirements for new dashboards and new analyses. It kind of, I mean, like, honestly, like
33 00:14:51.840 ⇒ 00:15:10.090 Uttam Kumaran: most of our deals should never stop, because as long as the client is growing, that means they have more data and more things. The typical times we see clients actually stop is when they are not growing, or if they’re actually shrinking, the businesses are not doing well. Otherwise it’s pretty good.
34 00:15:11.030 ⇒ 00:15:17.255 Steven Kootz: Okay, yeah, that that makes a lot of sense. That’s good to know. Then, yeah, as they grow, they need more data. They get more data. So yeah.
35 00:15:17.470 ⇒ 00:15:25.830 Uttam Kumaran: Exactly right. So so that’s so, that’s also our benefit of like for the Pm team, the benefit is like really trying to have a grasp of
36 00:15:26.060 ⇒ 00:15:31.069 Uttam Kumaran: what’s coming up next, so that the sales team, which is with Robert can make the pitch
37 00:15:31.270 ⇒ 00:15:38.810 Uttam Kumaran: to renew, you know, and ideally, a month before they have to have that we already teaming up what needs to happen for that renewal.
38 00:15:39.690 ⇒ 00:15:53.919 Steven Kootz: Gotcha. Yeah. So essentially like they’re they renew in a month. But come next week. We want to have like that roadmap for whatever dashboard. They’re gonna do within the month, I guess, or like, when, whenever they sign.
39 00:15:54.080 ⇒ 00:16:06.189 Uttam Kumaran: Exactly like I want to set Robert up with enough ammunition to go to that conversation with like, Hey, we crush it for you guys. And we want to keep crushing like in, do you guys, wanna can we take on more work?
40 00:16:06.790 ⇒ 00:16:19.410 Uttam Kumaran: Right? That’s where we want him to be? I think at this point we got to the point where, okay, we’ve we’ve done everything they wanted. We’re still probably not crushing it. And then we definitely don’t have that roadmap to sort of give him a like. Okay, what? What’s possible here.
41 00:16:21.690 ⇒ 00:16:33.480 Steven Kootz: Okay, sounds good. So in terms of like, the next thing that they need to see like what dash like is there like a specific dashboard that they need information on? Or is it kind of just like all the.
42 00:16:33.480 ⇒ 00:16:39.149 Uttam Kumaran: So that’s what I I messaged in our chat with. Robert is basically like.
43 00:16:39.300 ⇒ 00:16:42.830 Uttam Kumaran: I would love to know what’s
44 00:16:43.070 ⇒ 00:16:47.389 Uttam Kumaran: what’s next. I basically asked him, saying, like.
45 00:16:48.320 ⇒ 00:16:53.703 Uttam Kumaran: what else do we need to do? And in the pilot channel, I think he also said,
46 00:16:54.290 ⇒ 00:16:58.789 Uttam Kumaran: what’s next? But these are these are sort of small changes.
47 00:17:00.477 ⇒ 00:17:05.250 Uttam Kumaran: Right? If are. If you’re in the Javi Coffee channel, you should see
48 00:17:05.510 ⇒ 00:17:08.319 Uttam Kumaran: sort of what I’m what I’m looking at, which is like.
49 00:17:08.480 ⇒ 00:17:12.550 Uttam Kumaran: or for Roberts, like a few call outs. But these are all things that can be done within like
50 00:17:12.690 ⇒ 00:17:15.585 Uttam Kumaran: a few weeks. Yeah.
51 00:17:16.440 ⇒ 00:17:29.540 Uttam Kumaran: so ideally, we need to like the Pm. Needs to work with basically in this, in this situation again, this is a complicated, more complicated client, because we got me, Robert, and no pm.
52 00:17:29.540 ⇒ 00:17:49.699 Uttam Kumaran: so now you’re stepping in to take on the Pm role ideally between you and Robert and the team, you guys can decide on what needs to be built. So there has to be a conversation now between us and sales on what’s coming up next, like? What have we promised and what’s coming up next. That meeting just needs to happen. I think I’m happy to book that
53 00:17:49.985 ⇒ 00:17:55.640 Uttam Kumaran: or we could try to. I can try to do that Async and try to get like a a brain dump from
54 00:17:55.740 ⇒ 00:18:02.562 Uttam Kumaran: Robert. What’s next? That’s after over time, as you sort of work directly with
55 00:18:03.540 ⇒ 00:18:09.620 Uttam Kumaran: as you sort of start to work directly with the client, you’ll have those ideas, they’ll they’ll be really obvious about what the roadmap is and stuff.
56 00:18:11.010 ⇒ 00:18:11.490 Uttam Kumaran: Okay.
57 00:18:11.950 ⇒ 00:18:19.699 Steven Kootz: Alright, yeah, that that sounds smart. That sounds good. Yeah. So when when is the meeting with joby coffee? I guess like, is that next week.
58 00:18:20.090 ⇒ 00:18:21.850 Uttam Kumaran: There was a meeting today.
59 00:18:22.050 ⇒ 00:18:22.790 Steven Kootz: Okay.
60 00:18:23.110 ⇒ 00:18:30.819 Uttam Kumaran: Where Robert presented some stuff, and then it looks like he just said that there is a meeting on Friday, and then there’s another meeting on Monday.
61 00:18:32.260 ⇒ 00:18:34.037 Steven Kootz: Okay. Oh, yeah. I think I saw something.
62 00:18:34.370 ⇒ 00:18:35.030 Uttam Kumaran: Yeah.
63 00:18:35.030 ⇒ 00:18:36.119 Steven Kootz: Here’s the client!
64 00:18:36.390 ⇒ 00:18:37.940 Uttam Kumaran: Javi. Coffee Channel.
65 00:18:41.010 ⇒ 00:18:46.630 Steven Kootz: Yeah, I mean, I think. Where did he? Oh, there, he said. He said, with Justin Barrett on Monday. Yeah, okay.
66 00:18:46.630 ⇒ 00:18:53.099 Uttam Kumaran: Yes, so those are the 2, probably the next milestones. But again I want us to.
67 00:18:53.410 ⇒ 00:18:58.650 Uttam Kumaran: I want us to start looking at like what the next month looks like, and then what the next 3 months look like?
68 00:18:58.980 ⇒ 00:19:02.910 Uttam Kumaran: Right? That’s the immediate thing that we don’t have for them. So.
69 00:19:02.910 ⇒ 00:19:03.340 Steven Kootz: Okay.
70 00:19:03.340 ⇒ 00:19:07.250 Uttam Kumaran: I don’t have. I don’t have those answers. We have to work with Robert to get that.
71 00:19:07.980 ⇒ 00:19:13.819 Steven Kootz: Okay, gotcha gotcha. Yeah. Cause cause I know I’m out starting tomorrow until Tuesday.
72 00:19:13.820 ⇒ 00:19:14.340 Uttam Kumaran: Yes.
73 00:19:14.730 ⇒ 00:19:15.034 Steven Kootz: So.
74 00:19:15.380 ⇒ 00:19:30.289 Uttam Kumaran: So so that’s fine. I mean, again, like, this is just like this is sort of a weird phase like, I just wanted you to see our process so I can. I can probably take it. I think I want to see as much as we can get done today. And then when you’re back on the 12th we can probably pick it up from there.
75 00:19:31.170 ⇒ 00:19:37.350 Steven Kootz: Yeah, that sounds good. And just like to, you know, going over that
76 00:19:37.640 ⇒ 00:19:58.950 Steven Kootz: scope and stuff. So I think, like, one thing is this roadmap that we’re building out to like. Show them and present them each week. You know, I just like was throwing stuff in on this like timeline. Essentially, I think, like it could be good to just like have this timeline to like showcase, like each phase of like where the projects at. And it’s like very vague like this like the name of the project, and like each like
77 00:19:59.090 ⇒ 00:20:01.499 Steven Kootz: step of the month and everything just.
78 00:20:01.909 ⇒ 00:20:06.000 Uttam Kumaran: Where is that? Is that is that in Cigna.
79 00:20:06.890 ⇒ 00:20:17.079 Steven Kootz: Yeah, it’s in figma, I think. I think if maybe if you go to the Javi scope and budget, I think if you like, click on like the left corner should say, Steven, work in progress so.
80 00:20:17.540 ⇒ 00:20:18.960 Uttam Kumaran: Let me pull it up in a second.
81 00:20:19.540 ⇒ 00:20:25.750 Steven Kootz: Can’t see it. I can send it to you in the.
82 00:20:25.750 ⇒ 00:20:26.260 Uttam Kumaran: No, I got it.
83 00:20:26.260 ⇒ 00:20:27.090 Steven Kootz: My.
84 00:20:27.240 ⇒ 00:20:44.220 Steven Kootz: my idea and goal with this is, yeah. Oh, yeah, I see you there. So yeah, it’s just like a way we present. And they have this roadmap. They have the idea, they know, like, okay, we’re gonna finish up like Project one here, you know, and obviously like, I don’t know the specific like blocks of like what it looks like.
85 00:20:44.220 ⇒ 00:20:44.640 Uttam Kumaran: About time.
86 00:20:44.640 ⇒ 00:20:49.310 Steven Kootz: Fine, but so like there’s like 4, if you like. Can you see my thing.
87 00:20:49.450 ⇒ 00:20:51.640 Uttam Kumaran: Yes, come on, yes.
88 00:20:51.840 ⇒ 00:21:13.930 Steven Kootz: Yeah, sweet. So if you like, see these 4 blocks, I just was like, okay, like, so this 1st one is like, let’s say, gross margin. And then this is also gross margin, and this is gross margin, like. That’s kind of what I thought made sense right like this is Project one project, one project, one for gross margin, and then depending on like whatever happens afterwards. If there’s like a second part for gross margin, right? It starts, you know.
89 00:21:13.930 ⇒ 00:21:23.879 Uttam Kumaran: I see. So how do you like? How do you see this versus this one up here like cause? I think there’s I think, this one up here, this data part.
90 00:21:24.420 ⇒ 00:21:37.059 Uttam Kumaran: This is sort of like how we are, because as soon as we start working with marketing, it’s not like their requests are gonna stop, in fact, like as they use the dashboard, they will have more. But we will most likely want to take on the next business domain.
91 00:21:37.300 ⇒ 00:21:44.980 Uttam Kumaran: So that’s why I kind of felt like this was helpful like, I don’t know whether this exactly is.
92 00:21:45.360 ⇒ 00:21:48.889 Uttam Kumaran: This is maybe helpful to see like the overall phases. But like
93 00:21:49.060 ⇒ 00:22:11.049 Uttam Kumaran: like in this situation, it’s not the Javi dashboard timeline down here. It’s not clear which department the work is affecting, right? Because we’re working cross department in one single client, and we may be supporting marketing and customer service. And so that’s why I think this is helpful to show like show off what? Where the work falls.
94 00:22:11.230 ⇒ 00:22:19.149 Uttam Kumaran: you know, in terms of like data ends versus whatever. But I I kind of do think that some version of this is like also helpful, which is, shows
95 00:22:19.470 ⇒ 00:22:29.549 Uttam Kumaran: where the work falls like it. Typically with fax. Maybe this, maybe the Javi dashboard timeline can be changed. So like the the ideas on the left are
96 00:22:29.840 ⇒ 00:22:34.630 Uttam Kumaran: like the green, blue are like related to the business domains.
97 00:22:34.870 ⇒ 00:22:38.120 Uttam Kumaran: But you kind of get what I’m saying like, there’s something that matters for
98 00:22:38.410 ⇒ 00:22:44.869 Uttam Kumaran: who’s gonna take the work on our side and how fast we work on it. But then there’s this which is like they want to see? Like, okay.
99 00:22:45.060 ⇒ 00:22:49.423 Uttam Kumaran: are we effective marketing team? What are we doing for fulfillment? What are we doing for Cx.
100 00:22:51.430 ⇒ 00:22:54.280 Steven Kootz: Okay, yeah. So I I definitely think, like.
101 00:22:54.840 ⇒ 00:23:04.340 Steven Kootz: John, this, this one here is kind of just a smaller version of perhaps what’s up here, right like this is breaking it down for each
102 00:23:04.520 ⇒ 00:23:22.834 Steven Kootz: department. And it’s like this is more specific, I believe, than the the what’s on the bottom. So it’s like this is kind of like, I can definitely like Pop, something like down there up to here to where it’s gonna showcase, like what each department’s working on in this given timeline so
103 00:23:24.540 ⇒ 00:23:26.210 Steven Kootz: it can have, like each
104 00:23:26.530 ⇒ 00:23:34.839 Steven Kootz: different thing happening. Where? I guess this is just the data team that’s just going to be working on the one below.
105 00:23:36.230 ⇒ 00:23:36.580 Uttam Kumaran: Terrific.
106 00:23:36.580 ⇒ 00:23:40.780 Steven Kootz: You like popping it up and then like expanding this out.
107 00:23:42.660 ⇒ 00:23:51.549 Steven Kootz: I’m just trying to think like so with like marketing, it’s like I I guess I haven’t really seen how like marketing and
108 00:23:51.690 ⇒ 00:23:55.350 Steven Kootz: finance kind of like comes involved like is involved with some of
109 00:23:55.350 ⇒ 00:23:59.980 Steven Kootz: so like. For example, if you look at the left side here, if you look at this, yeah.
110 00:23:59.980 ⇒ 00:24:06.890 Uttam Kumaran: You could. Pro. Yeah. So like the O. Kendo and gorgeous are under customer. This is like customer experience.
111 00:24:07.140 ⇒ 00:24:07.770 Steven Kootz: Okay.
112 00:24:08.190 ⇒ 00:24:08.840 Uttam Kumaran: Right?
113 00:24:09.090 ⇒ 00:24:12.209 Uttam Kumaran: We, this, this is. These are all falling under that
114 00:24:13.050 ⇒ 00:24:24.610 Uttam Kumaran: right, because these are 2. These 2 go to effect this team. But the the the north beam data ingestion, and, for example, gross margin reporting affect finance.
115 00:24:25.860 ⇒ 00:24:30.580 Uttam Kumaran: So we are working on all these in parallel. But the actual effect
116 00:24:30.900 ⇒ 00:24:37.871 Uttam Kumaran: is a different part of the team, like I think you mentioned, Jared. You mentioned another person like those are all people in different teams.
117 00:24:38.150 ⇒ 00:24:38.660 Steven Kootz: Okay?
118 00:24:40.580 ⇒ 00:24:45.369 Steven Kootz: Yeah. Cause that makes sense. Because then when you present, you have the whole breakdown for each team of where they’re at.
119 00:24:45.610 ⇒ 00:24:47.370 Steven Kootz: and the client can see that, and like.
120 00:24:47.840 ⇒ 00:24:49.629 Steven Kootz: know which which part is, you know.
121 00:24:49.630 ⇒ 00:25:01.330 Uttam Kumaran: Because ultimately, like our typically who we meet on a weekly basis is may or may not be someone on these teams like we are meeting with the person who is either the CEO or like the head of technology.
122 00:25:01.450 ⇒ 00:25:15.400 Uttam Kumaran: and so they don’t. They may. They may want to see the deliverables, but they also want to see like the whole picture. But then, and Robert said, he’s gonna go meet with Jared on finance. He’s gonna go meet with somebody on customer care. Then they’re gonna just talk about the items that affect them.
123 00:25:15.720 ⇒ 00:25:26.499 Uttam Kumaran: Right? So it is just like layered approach. There are a lot of. There are multiple stakeholders for projects and multiple tasks for project like, that’s what makes this pretty complicated.
124 00:25:26.810 ⇒ 00:25:33.400 Uttam Kumaran: But it’s like it’s sort of like, this is the level of sophistication that we’re we’re sort of dealing with
125 00:25:34.200 ⇒ 00:25:39.596 Uttam Kumaran: at the top like I don’t. I don’t know. Necessarily like this is also a piece where it’s like.
126 00:25:40.050 ⇒ 00:25:45.140 Uttam Kumaran: how should how do we indicate, like the phases of the project? Right? Like.
127 00:25:45.450 ⇒ 00:26:00.329 Uttam Kumaran: for example, this data ingestion, and then this dashboard, these need to work in sequence. But like, are these top line statuses helpful like, I don’t even know whether they’re being used like, does it matter? Should we color code? Other things right? Like.
128 00:26:00.560 ⇒ 00:26:19.459 Uttam Kumaran: I don’t know. That’s where I’m sort of like leaning on you a bit to see like we have multiple things. We want to know the project. We want to know what business domain it affects. I want to know the timeline, and I want to know, like the status, right like roughly, those are kind of the main things that they probably want to hear about each project.
129 00:26:21.803 ⇒ 00:26:23.579 Uttam Kumaran: Yeah, I think that.
130 00:26:24.420 ⇒ 00:26:31.999 Steven Kootz: So I think, like with like north beam data ingestion to like what projects yeah, related to.
131 00:26:32.000 ⇒ 00:26:37.239 Uttam Kumaran: So this is the project, right? So performance marketing, reporting.
132 00:26:37.896 ⇒ 00:26:42.889 Uttam Kumaran: This is the data engineering task that needs to happen in order to enable
133 00:26:43.340 ⇒ 00:26:46.089 Uttam Kumaran: the modeling for this. For this reporting.
134 00:26:48.340 ⇒ 00:26:48.660 Steven Kootz: Okay.
135 00:26:48.660 ⇒ 00:26:50.959 Uttam Kumaran: That’s like sort of in our playbook where
136 00:26:51.140 ⇒ 00:26:59.579 Uttam Kumaran: work has to come from the dashboard. And then we found out that we don’t have this data. So then we, the data engineering team has to go and digest this.
137 00:27:01.940 ⇒ 00:27:04.159 Steven Kootz: Okay, yeah, I see. So
138 00:27:04.750 ⇒ 00:27:12.520 Steven Kootz: so this is on its own project. And this is just the portion of the project that beyond like, does anything else reflect this like north beam.
139 00:27:12.760 ⇒ 00:27:24.049 Steven Kootz: like project so far like on this timeline or like it’s it’s from the 17th until the second.
140 00:27:24.050 ⇒ 00:27:24.810 Uttam Kumaran: That’s.
141 00:27:24.810 ⇒ 00:27:29.980 Steven Kootz: Work on, and then and then it’s not happening again until, like the 1st of April or something.
142 00:27:30.420 ⇒ 00:27:31.380 Uttam Kumaran: Well, that’s the thing.
143 00:27:31.380 ⇒ 00:27:31.960 Steven Kootz: We’re in dumb.
144 00:27:32.100 ⇒ 00:27:51.340 Uttam Kumaran: I would say this, I would say, this isn’t. I would. I don’t. I’m not. You have to work. Probably you have to probably work with Robert on. This is, I don’t know where this, like all I know, is these items that are being done. This is something where I don’t have the requirements for yet, like we don’t have the requirements, but I don’t know. I don’t like. I actually don’t know what’s next.
145 00:27:51.820 ⇒ 00:27:52.910 Uttam Kumaran: That’s my.
146 00:27:53.450 ⇒ 00:27:54.110 Steven Kootz: I see.
147 00:27:55.110 ⇒ 00:27:56.070 Steven Kootz: Okay, okay.
148 00:27:56.070 ⇒ 00:28:09.639 Uttam Kumaran: He? Probably he probably put this in there because I think they probably asked for it. But I don’t. I don’t have any context on it all like I wasn’t even really pm, these guys until like 2 weeks ago. So only thing I know is what’s been done
149 00:28:09.980 ⇒ 00:28:17.344 Uttam Kumaran: this in this last this week and last week. That’s why the for the future stuff I don’t. You have. You have to work with the offer to get that.
150 00:28:18.040 ⇒ 00:28:23.190 Steven Kootz: Okay, alright, I see. Yeah. So I think.
151 00:28:23.960 ⇒ 00:28:26.449 Steven Kootz: what is a good idea. And like, what
152 00:28:27.180 ⇒ 00:28:29.770 Steven Kootz: can be worked on right is just like
153 00:28:30.540 ⇒ 00:28:35.840 Steven Kootz: figuring out. I think these days probably need to change and stuff. But I think maybe just like
154 00:28:36.110 ⇒ 00:28:39.180 Steven Kootz: like you said with this like top bar, you know we could probably
155 00:28:40.130 ⇒ 00:28:41.920 Steven Kootz: get rid of it right like cause, even like I.
156 00:28:41.920 ⇒ 00:28:42.440 Uttam Kumaran: Yeah.
157 00:28:42.440 ⇒ 00:28:46.280 Steven Kootz: If you don’t think it has to do with it right? Like, I think we can probably like
158 00:28:46.620 ⇒ 00:28:49.519 Steven Kootz: Do away with it. Or, yeah, it’s like.
159 00:28:49.520 ⇒ 00:28:53.119 Uttam Kumaran: And again, like I’m I’m leaning. I’m leaning on you so I would just
160 00:28:53.570 ⇒ 00:29:07.129 Uttam Kumaran: feel free to delete it like my my ultimate cha- challenge for you is like, I want to start to see a 3 month roadmap for driving. That will require you looking at the work that’s been done and working with Robert to
161 00:29:07.410 ⇒ 00:29:14.639 Uttam Kumaran: gather the next set of requirements. However, you want to display it like I. These are things we have not like. It’s up to you
162 00:29:14.750 ⇒ 00:29:25.299 Uttam Kumaran: right? I don’t want. I don’t wanna build a system that you have to mold into. I’d rather you have ownership over that. So if whatever piece of this is helpful or not, it’s up to you.
163 00:29:26.920 ⇒ 00:29:47.169 Steven Kootz: I mean, yeah, this is, you know, this is helpful. But I think, so ideally like, what you’re gonna want to see is essentially, we clip out February. We take March, April, May, and then kind of glue in what needs to go in. Show everything there. I even think with like data, right? Like, is this data the same thing as this like cause I, this was used to be called the data engineering.
164 00:29:47.170 ⇒ 00:29:54.779 Uttam Kumaran: Yeah, I I honestly think that like, so these are pieces, for example, Etl, cost optimization. This affects every
165 00:29:55.080 ⇒ 00:29:57.320 Uttam Kumaran: like. This affects every team meaning
166 00:29:57.810 ⇒ 00:30:05.160 Uttam Kumaran: this project, and I’ll put a post note. This project was around lowering the cost of our
167 00:30:05.720 ⇒ 00:30:07.760 Uttam Kumaran: our data pool.
168 00:30:08.210 ⇒ 00:30:12.480 Uttam Kumaran: But like these, let’s see this gross margin. Dash this, should this should land here.
169 00:30:12.690 ⇒ 00:30:14.110 Steven Kootz: Okay, and finance.
170 00:30:14.610 ⇒ 00:30:21.149 Uttam Kumaran: Meaning like lowering the cost of the data tool. It affects the whole business. So where does it go
171 00:30:21.460 ⇒ 00:30:22.250 Uttam Kumaran: right.
172 00:30:23.100 ⇒ 00:30:24.020 Steven Kootz: Gotcha gotcha.
173 00:30:25.247 ⇒ 00:30:49.250 Uttam Kumaran: But like amplitude to Meta Base. See, I don’t think this is. This is like sort of a larger. I think this should go here. If this should be like here, and then it should be like the next project right, and our ability to gather requirements faster means we can work more in parallel. So this is sort of like how I see it here. But but see as this is, see, this is one line here
174 00:30:49.660 ⇒ 00:31:02.440 Uttam Kumaran: when you do it when you go down here. This is now 2 lines, right? So we have the data engineering task, the data modeling task and the gross margin task associated, and probably where it’s gonna go is like with this. Maybe this.
175 00:31:02.560 ⇒ 00:31:06.770 Uttam Kumaran: this the gross, the gorgeous. So let’s say the gorgeous dashboard, for example.
176 00:31:06.950 ⇒ 00:31:10.000 Uttam Kumaran: this may take 2 weeks to design.
177 00:31:10.330 ⇒ 00:31:12.090 Uttam Kumaran: Probably a week in.
178 00:31:12.480 ⇒ 00:31:31.010 Uttam Kumaran: We can start to do the data ingestion, which may take 2 weeks, and then, as soon as the data ingestion finishes, we can work on the gorgeous right. So you’re left with like, basically. And I’ll just move it down here just to see the visual. This is sort of everything related to this work stream, right.
179 00:31:31.010 ⇒ 00:31:31.460 Steven Kootz: Okay.
180 00:31:31.460 ⇒ 00:31:39.250 Uttam Kumaran: So what we can tell the client is like, we need 2 weeks to design it. We need 2 weeks to do the data ingestion. Right? So this is like
181 00:31:41.030 ⇒ 00:31:44.209 Uttam Kumaran: congestion. And then this is like
182 00:31:45.070 ⇒ 00:31:47.550 Uttam Kumaran: data modeling for the gorgeous dashboard.
183 00:31:47.690 ⇒ 00:31:55.959 Uttam Kumaran: And then, finally, we probably have one piece here. That is like probably starts here, which is like building that room.
184 00:31:57.020 ⇒ 00:32:01.590 Uttam Kumaran: So this is the playbook loop right? It goes down here, comes back up, goes back to the end.
185 00:32:02.580 ⇒ 00:32:10.870 Steven Kootz: Oh, okay, yeah, that makes sense. So even like, I feel like, that’s good to know, too. Because then I can even like build this and put it up here right? So.
186 00:32:10.870 ⇒ 00:32:13.790 Uttam Kumaran: So I ideally, let’s start to do with this
187 00:32:13.910 ⇒ 00:32:17.909 Uttam Kumaran: for for me to tell, for like for the engineers to give you the timeline.
188 00:32:18.540 ⇒ 00:32:26.340 Uttam Kumaran: This isn’t like, okay. So give you example, like the client doesn’t care whether this is 3 people to do or one person they care about the output.
189 00:32:26.550 ⇒ 00:32:30.050 Uttam Kumaran: But for us on the engineering side, I we would need to know. Okay.
190 00:32:30.400 ⇒ 00:32:48.509 Uttam Kumaran: we’re taking on 3 dashboard design tests in parallel, probably a risk. Right? So I need to understand the risks. And then the engineering team can give you timeline, like, okay, based on what we know. It’ll take like 4 weeks to do the modeling, and another 2 weeks to do the dashboard. But for the client this is all one line, right like this is literally this.
191 00:32:48.670 ⇒ 00:32:54.676 Uttam Kumaran: or like, let’s say, they said, gorgeous. This whole thing is this one line you kind of following.
192 00:32:56.663 ⇒ 00:33:00.099 Steven Kootz: Yeah. So this, so I guess, like, without from 5.
193 00:33:00.100 ⇒ 00:33:00.540 Uttam Kumaran: So like.
194 00:33:01.010 ⇒ 00:33:01.950 Steven Kootz: Here, yeah.
195 00:33:02.150 ⇒ 00:33:04.960 Uttam Kumaran: Yeah, like, let’s just say, gorgeous dashboard.
196 00:33:05.180 ⇒ 00:33:09.079 Uttam Kumaran: This would appear as like 1, 2, 3, 4, 5.
197 00:33:09.790 ⇒ 00:33:23.642 Uttam Kumaran: This would just appear as one up there, and you can break this up. You could say we have the development and the dashboard review. But ultimately client wants to see from start to finish for this artifact. How long it’s gonna take.
198 00:33:23.950 ⇒ 00:33:27.390 Steven Kootz: Okay. Do you think the client like 1, 2.
199 00:33:27.390 ⇒ 00:33:27.750 Uttam Kumaran: I.
200 00:33:27.750 ⇒ 00:33:29.039 Steven Kootz: 5 in it, or just.
201 00:33:29.040 ⇒ 00:33:31.790 Uttam Kumaran: Most of our clients don’t care about this piece.
202 00:33:32.530 ⇒ 00:33:46.610 Uttam Kumaran: like most of the clients, care about seeing this on this timeline like here, and being like, okay, cool, we start like, for example, if I’m like, here, okay, guys, you’re starting on this mid Feb, and it’s gonna be done by mid march. Great.
203 00:33:47.052 ⇒ 00:33:48.820 Steven Kootz: Yeah, yeah, maybe like.
204 00:33:48.820 ⇒ 00:33:53.359 Uttam Kumaran: But I but I need this from the engineering side to be able to tell you what’s possible.
205 00:33:53.960 ⇒ 00:34:04.200 Uttam Kumaran: right? So like for me as the engineering leader to be like, Okay, cool. You got. You have enough resources to do this, like the timelines are accurate. There’s no risks. I need to see, this
206 00:34:04.360 ⇒ 00:34:13.469 Uttam Kumaran: client definitely wants to see. Probably, like most clients, will want to see this. They they may not care about this level of detail, but we need both. So if they want to see, it’s great.
207 00:34:15.350 ⇒ 00:34:17.489 Steven Kootz: Okay, yeah, that makes sense. So then
208 00:34:17.719 ⇒ 00:34:23.180 Steven Kootz: I guess, like, with this like, so this originally was called the engineering timeline, right? Like, do does it still like
209 00:34:23.330 ⇒ 00:34:32.320 Steven Kootz: makes sense to have the engineering timeline here like is that where, like the engineers, come in and like, see it, and like utilize it or like? Is that something.
210 00:34:32.320 ⇒ 00:34:33.379 Uttam Kumaran: This is where I’m sort of like.
211 00:34:33.380 ⇒ 00:34:34.190 Steven Kootz: Bring to linear.
212 00:34:34.190 ⇒ 00:34:38.969 Uttam Kumaran: To you if you if you want to do that on here or in linear
213 00:34:39.634 ⇒ 00:34:58.090 Uttam Kumaran: I don’t think engineers are gonna be using this. But like as a as the engineering manager, I want to know for this project how many active analysis tasks we have data and task and data monitoring right that way, I can tell you. Okay, you don’t. 2 people is not enough
214 00:34:58.440 ⇒ 00:35:06.975 Uttam Kumaran: to do this or like, hey? So and so gonna be out. It’s not gonna work out right? That’s the Blind spot that I can solve from the engineering side.
215 00:35:07.920 ⇒ 00:35:12.390 Uttam Kumaran: But also whether you do this in linear or here again up to you.
216 00:35:13.203 ⇒ 00:35:17.240 Uttam Kumaran: But we I think it’s I think this is helpful to see
217 00:35:17.928 ⇒ 00:35:23.679 Uttam Kumaran: here. I would probably also expect these to get broken up in linear in some fashion, too.
218 00:35:25.600 ⇒ 00:35:34.129 Steven Kootz: Okay, yeah. Cause one thing about linear is if like, we start utilizing that, then it’s it’s breaking down each like, you know, we make a
219 00:35:34.260 ⇒ 00:35:37.500 Steven Kootz: section for joby coffee right? And from there you have
220 00:35:37.500 ⇒ 00:35:46.210 Steven Kootz: have, like the different dashboards and everything, and then, like within each dashboard project, has the milestones of like what needs to be done? What needs to be done?
221 00:35:46.900 ⇒ 00:35:52.990 Steven Kootz: To like to get to the endpoint right like, I think the
222 00:35:54.424 ⇒ 00:36:05.429 Steven Kootz: here like. So so like the this orange bar right here, the gorgeous dashboard. We’ve talked about how that technically, there’s like 5 tasks in there right? And then if we go to linear right.
223 00:36:05.700 ⇒ 00:36:08.139 Steven Kootz: the 5 tasks you, you can’t see it
224 00:36:08.480 ⇒ 00:36:11.340 Steven Kootz: here. But if you go to linear, you can’t.
225 00:36:11.650 ⇒ 00:36:17.600 Uttam Kumaran: Yeah. So the client, the client isn’t gonna care. The client isn’t gonna care much about the podcast
226 00:36:18.130 ⇒ 00:36:25.949 Uttam Kumaran: but what needs, what what needs to match is like every engineer. They need to know what they’re working on every day. So we need the task.
227 00:36:26.510 ⇒ 00:36:41.040 Steven Kootz: Yeah. And that’s our linear, I think. But it’s gonna come in, because from here we can task it out. And they can see a timeline where it’s gonna have each milestone. And then with each milestone, I’m still trying to figure out. But I think I think it’s it’s if it sounds right. It’s issues
228 00:36:41.110 ⇒ 00:37:08.490 Steven Kootz: that you put in. You were going to be like the tickets there. So when you put an issue in, you know, you can assign the issue. So when you build out the project, I guess there’s a pretty good idea of like building out the issues, and you can build out like a certain timeline and kind of view it from there, too. And then I think that’s even like what we present to the engineers, and we go over with them to show them. So I’ll I I built one. So if if you want me to, I can share my screen. I’ll kind of show you
229 00:37:09.050 ⇒ 00:37:17.650 Steven Kootz: what it would look like with different projects. So let me share
230 00:37:21.660 ⇒ 00:37:28.554 Steven Kootz: cool. So, yeah, so here is so what I just put in so far. This is just like the gross margin dashboard I put in here.
231 00:37:28.950 ⇒ 00:37:46.359 Steven Kootz: So if we take a look. So I just did today until next i 1 month out right? Just as an example. So with what you would see, you’d see, like all of this, basically built out on this timeline. And from there you work with engineers, you work with the teams.
232 00:37:46.360 ⇒ 00:38:04.709 Steven Kootz: and they see like which milestones upcoming. And they can like go in and see like which team lead. It’s gonna be like, which. And then you go to issues and see. Like, you know, the due date of what they need to get done of like certain things of like pulling things in. And then what’s also assigned is like. So each person’s gonna have their own account
233 00:38:04.910 ⇒ 00:38:10.729 Steven Kootz: right? So if they go to my issues, they’re gonna have. They should ideally, this should be like a
234 00:38:11.915 ⇒ 00:38:20.254 Steven Kootz: it should be broken out for, like what needs to be done for like what day? So I I haven’t really messed with filters, too. But like, if I see like, let’s say like
235 00:38:21.136 ⇒ 00:38:26.510 Steven Kootz: if I can make like something that’s like, I’m sure you can make something here that’s like,
236 00:38:29.410 ⇒ 00:38:45.720 Steven Kootz: I I’m not gonna do it now, but I’m sure you can make something here where you know, people put in like specific things for each project, and then they have an overview of where the projects at what needs to be done, and they have a due date, like in the back of their head that they know, like they need to finish by like
237 00:38:46.120 ⇒ 00:38:49.489 Steven Kootz: March, like, you know, fixing this timeline I need, I know by March 12th
238 00:38:49.640 ⇒ 00:39:00.440 Steven Kootz: I need to have this done for the Amazon dashboard. Right? So from there I can go in and like, you know, click that and click it done whatever it is. And then it’s like up to also me to like
239 00:39:00.960 ⇒ 00:39:09.220 Steven Kootz: be like, you know, making sure these dates when we hit it. It’s like actually being hit, and if it’s like a days or so afterwards, then I can like go in and
240 00:39:09.696 ⇒ 00:39:20.450 Steven Kootz: you know. Comment on whoever like, you know. Hey, Adam, do this, or something like that, like this is late, and if I need to, I can adjust it so.
241 00:39:20.840 ⇒ 00:39:28.990 Uttam Kumaran: So, are there any? So I guess, okay, so there is a project view here like something. How do you think so? Do you think we start a team for every client or.
242 00:39:29.480 ⇒ 00:39:29.840 Steven Kootz: Yes.
243 00:39:32.160 ⇒ 00:39:42.280 Steven Kootz: yeah, I was. Gonna say that. So brain for Ji should technically be Javi coffee. And then with each. So that’s like another thing, too. I was gonna bring up. So with each
244 00:39:43.010 ⇒ 00:39:47.860 Steven Kootz: project, right? So I we can either name it like.
245 00:39:48.130 ⇒ 00:39:54.100 Steven Kootz: Here, let’s see, this is like the gross margin dashboard, or we can let me see if I wish. I can like
246 00:39:55.260 ⇒ 00:39:56.370 Steven Kootz: expand this out
247 00:39:57.250 ⇒ 00:40:05.955 Steven Kootz: more. But so these 3 are an example, and then these 4. So like. So there’s 4 projects, I think, right now for Javi coffee right?
248 00:40:06.460 ⇒ 00:40:07.070 Uttam Kumaran: Okay.
249 00:40:07.070 ⇒ 00:40:17.563 Steven Kootz: So yeah. Amazon dashboard, okendo, all those. And that’s kind of this built out here. With like each step. This is
250 00:40:18.020 ⇒ 00:40:18.910 Uttam Kumaran: Oh, nice!
251 00:40:18.910 ⇒ 00:40:20.090 Steven Kootz: Just the gross margin.
252 00:40:20.090 ⇒ 00:40:22.720 Uttam Kumaran: The steps are great, by the way.
253 00:40:22.720 ⇒ 00:40:31.529 Steven Kootz: So I said, Gmd, for gross margin, dashboard, and then part one is data modeling right? I don’t. I didn’t. This is just theoretical. So it’s not.
254 00:40:31.910 ⇒ 00:40:33.050 Uttam Kumaran: See? Yeah, yeah.
255 00:40:33.050 ⇒ 00:40:36.400 Steven Kootz: But like, so we could do it this way, too, where it’s
256 00:40:36.510 ⇒ 00:40:45.209 Steven Kootz: we’re pulling out like like if we break it out into phases, you have each phase as a project. So if there’s 3 phases for.
257 00:40:45.210 ⇒ 00:40:50.183 Uttam Kumaran: And then what? So what is what is? What is this like? This is phases of a project.
258 00:40:51.520 ⇒ 00:41:09.369 Steven Kootz: Yeah. So so this is essentially what you’re seeing. We just highlighted is the milestones are the phases of the project. Right? And it’s it’s depending on how specific we want it. It could be, you know, 5 things, 6 things, 10 things, 3 things.
259 00:41:09.370 ⇒ 00:41:12.519 Uttam Kumaran: I sort of like, like, I sort of like, I mean.
260 00:41:13.420 ⇒ 00:41:21.229 Uttam Kumaran: I don’t know. I guess. Yeah, you’re right in that like this. Probably this doing it this way breaks this up one more degree. Right? You can almost
261 00:41:21.430 ⇒ 00:41:25.650 Uttam Kumaran: break up data modeling into its own sections.
262 00:41:26.510 ⇒ 00:41:31.830 Uttam Kumaran: I kind of do like it like this, though where we have one project.
263 00:41:32.310 ⇒ 00:41:37.070 Uttam Kumaran: this is the deliverable, and we have the milestones, and
264 00:41:37.720 ⇒ 00:41:43.449 Uttam Kumaran: because then you almost you may have like 4 pro, you may have 4 projects per deliverable.
265 00:41:44.380 ⇒ 00:41:49.289 Uttam Kumaran: And then we have 4 deliverables that’d be like, you know, like, signify a 16 year or something like that’s gonna be.
266 00:41:49.290 ⇒ 00:41:50.100 Uttam Kumaran: yeah.
267 00:41:50.580 ⇒ 00:41:56.589 Steven Kootz: Yeah, they definitely like, I wish it’d be easier for both to, you know, because both have its ups and downs. But yeah.
268 00:41:56.590 ⇒ 00:41:57.429 Uttam Kumaran: Yeah, yeah, yeah.
269 00:41:57.430 ⇒ 00:42:02.010 Steven Kootz: With so like with them like this gross margin dashboard project
270 00:42:02.400 ⇒ 00:42:07.540 Steven Kootz: when you click into it. It’s got all the milestones. It’s got its things, too. So I guess, like.
271 00:42:07.660 ⇒ 00:42:20.218 Steven Kootz: let’s say, like the tasks that need to be to in order to get this done right like, there’s different issues that are gonna be in it, too. So I think, like, let’s see how I create an issue.
272 00:42:25.470 ⇒ 00:42:44.660 Steven Kootz: I just saw it somewhere over here. I think so yeah, so that issue title to. So like, just like off the top of your head, right like, let’s say, like, we’re the discovery, right? So I think like, do we want like? Do we send like send scope or something to them to like? Make sure they fill out or like what’s like the 1st step of like
273 00:42:45.167 ⇒ 00:42:47.749 Steven Kootz: getting what they want right? I think it’s like.
274 00:42:47.750 ⇒ 00:42:51.959 Uttam Kumaran: I mean, yeah, we got the requirements gathering on like goals for the dashboard.
275 00:42:52.730 ⇒ 00:42:56.870 Uttam Kumaran: I guess that that’s where I can use like, look at this, right? So it’s like, exactly, yeah.
276 00:42:56.870 ⇒ 00:42:59.919 Steven Kootz: So it’s like, so this would be like, you know.
277 00:43:00.330 ⇒ 00:43:02.379 Steven Kootz: where like this is. Just, you know.
278 00:43:04.090 ⇒ 00:43:05.550 Steven Kootz: just trying to do this like
279 00:43:06.300 ⇒ 00:43:14.286 Steven Kootz: like that any bit of date in here. So like, let’s say, like, mock up agreement is, gonna be due.
280 00:43:16.500 ⇒ 00:43:23.813 Steven Kootz: oh, please, where is the date? It’s always formatting new software
281 00:43:24.900 ⇒ 00:43:33.419 Steven Kootz: So today, so then, like, this will be due tomorrow for mockup agreement. We go here. And then metric validation would be like the next step.
282 00:43:33.930 ⇒ 00:43:35.751 Steven Kootz: and that could be like
283 00:43:39.185 ⇒ 00:43:43.639 Steven Kootz: Friday. So then you have these different steps here
284 00:43:44.094 ⇒ 00:43:49.780 Steven Kootz: of like mock up agreement, metric validation, and then you can assign it right. So here’s me.
285 00:43:50.330 ⇒ 00:43:56.780 Steven Kootz: Here’s you and then once I I think, like once I done, I can just click done.
286 00:43:57.700 ⇒ 00:44:02.479 Steven Kootz: and then it’ll complete some of the project right here. So I think, like, you can already see, like.
287 00:44:03.860 ⇒ 00:44:09.520 Steven Kootz: it’s already like 33% done with like the issues in it. So it it comes down to using this
288 00:44:09.690 ⇒ 00:44:14.230 Steven Kootz: making the milestones we want to hit. Putting the ticket slash issues into it.
289 00:44:15.815 ⇒ 00:44:16.460 Uttam Kumaran: Great.
290 00:44:16.800 ⇒ 00:44:17.350 Steven Kootz: Yeah.
291 00:44:17.350 ⇒ 00:44:19.689 Uttam Kumaran: I think this is lovely. Yeah.
292 00:44:19.690 ⇒ 00:44:25.468 Steven Kootz: And then from there, once, like it comes to managing it, and everybody is like looking at it.
293 00:44:26.200 ⇒ 00:44:32.780 Steven Kootz: you know, I can see the timeline. So this equates to this, you know.
294 00:44:32.780 ⇒ 00:44:33.630 Uttam Kumaran: I see.
295 00:44:33.630 ⇒ 00:44:34.130 Steven Kootz: Yes.
296 00:44:34.570 ⇒ 00:44:51.669 Steven Kootz: we see this, we see the much more detail. And then, like when we like, meet with, like our team, you know, we can go and like we can get it for like a week, right? If we like. Meet Mondays to see like what’s going on for the week. We can meet, hey? Like what’s going like. Let’s see the issues for this week, you know. So like people. So that way, like, you know.
297 00:44:52.040 ⇒ 00:45:01.439 Steven Kootz: you know, like, come today. So let’s say, like, like, let’s say, today’s Monday and March 5th is Wednesday, right? So like on Monday, you see that
298 00:45:01.760 ⇒ 00:45:26.229 Steven Kootz: on March 5th you have to do this like that’s already done like you’re not like waking up and like not knowing what you’re doing. You’re knowing what you’re doing, you know, because it’s also like your issues. And it’s also like, been presented to you in like a daily stand up or weekly. Stand up to just like, go over and I’ll have all the details. So each of these 4 projects is, gonna have all these milestones in it. It’s gonna be all laid out. And it’s going to have, like each issue within to kind of like.
299 00:45:26.280 ⇒ 00:45:35.299 Steven Kootz: you know. See where the progress is for each milestone, and once once the milestones hit. The next one can begin, or if they’re in tandem they can all work together like that.
300 00:45:35.640 ⇒ 00:45:37.660 Steven Kootz: So yeah, does that kind of make sense.
301 00:45:37.810 ⇒ 00:45:48.339 Uttam Kumaran: That’s amazing. That’s perfect. I think I still think, though, that like having it in having it in Sigma, because it’s kind of nice to be able to like move stuff around just like
302 00:45:48.930 ⇒ 00:45:52.040 Uttam Kumaran: it’s like a post to know it’s like a digital whiteboard. So.
303 00:45:52.040 ⇒ 00:45:54.350 Steven Kootz: Yes. So what we can also.
304 00:45:54.350 ⇒ 00:45:55.160 Uttam Kumaran: Yeah. Go ahead.
305 00:45:55.770 ⇒ 00:46:18.409 Steven Kootz: I was just gonna say, like like client wise, right? We’re just showing them like March 5th to April 5, th where, like, I think, what would be cool for like our team. Right? We’re like, I don’t think like, if we’re going into Figma, I think, like this is 1, 2, 3, 4 5 milestones. Do we just show this in Figma, the 5 milestones? I don’t think like we necessarily need to show the issues or tickets that go.
306 00:46:18.410 ⇒ 00:46:27.439 Uttam Kumaran: I’m 100% with you. Yeah, 100 with you, I. And even like, I honestly think most clients will just be happy with the with the one above it
307 00:46:27.650 ⇒ 00:46:36.470 Uttam Kumaran: with like, can can we actually just see everything we’re working on for every one of our teams and like one’s gonna start one’s gonna end.
308 00:46:36.580 ⇒ 00:46:40.509 Uttam Kumaran: some within a team they may be interested in like the breakdown.
309 00:46:40.760 ⇒ 00:46:56.560 Uttam Kumaran: But I think ultimately, I our teams. I want to be run out of you because the engineers are not going to care about the timeline. But I do. I want what I’ll be looking from an engineering side. I’m gonna look across all of our clients right? So that way, I think we should make a team for every single client.
310 00:46:57.015 ⇒ 00:47:10.780 Uttam Kumaran: And then I’ll be looking at capacity. So how many engineers are taking on tickets? How long does it take them to get it done? What types of tickets? So I think this is perfect, and notion has been okay. But this is way, better.
311 00:47:11.650 ⇒ 00:47:14.510 Steven Kootz: Yeah. Notions. No notions. Good, you know. I think like in.
312 00:47:14.510 ⇒ 00:47:16.880 Uttam Kumaran: We’re we’re just graduating from it. Yeah.
313 00:47:18.400 ⇒ 00:47:18.925 Steven Kootz: It’s
314 00:47:20.620 ⇒ 00:47:34.649 Steven Kootz: yeah. So there’s like notion has like, it’s like, you know, I think it’s like notions like that. It’s like ease of access in a way where like this is kind of like you can like, go into like more detail and kind of like really like, you know, Pamper, you know certain things out and like make things, you know, look good. So.
315 00:47:35.710 ⇒ 00:47:39.670 Steven Kootz: and it’s just like easier to, you know. Send it to the team and everyone.
316 00:47:44.000 ⇒ 00:47:44.450 Uttam Kumaran: Yeah, perfect.
317 00:47:44.450 ⇒ 00:47:47.450 Steven Kootz: Yes. So yeah. So then that can get
318 00:47:47.760 ⇒ 00:47:53.193 Steven Kootz: get rid of those. And then, yeah, so building it out for each one, I guess. Like, let’s also look at like
319 00:47:53.860 ⇒ 00:47:59.049 Steven Kootz: So I guess, like, you can also see like per issues like what is happening. So if anybody wants to know, like
320 00:47:59.320 ⇒ 00:48:03.419 Steven Kootz: what issue they’re doing for
321 00:48:03.690 ⇒ 00:48:09.119 Steven Kootz: each client. Then they can click issues. And they can even like, maybe like filter it like through. You know
322 00:48:09.240 ⇒ 00:48:12.770 Steven Kootz: their name, too. So that’s like, okay, like.
323 00:48:13.302 ⇒ 00:48:31.390 Steven Kootz: I’m Steven. And I’m doing all this for joby coffee. So I already know exactly. If it did. So it’s just like different filters and stuff to people can use and see. So everyone already knows, like what they’re fully assigned to from start to finish. And that’s kind of just like, you know.
324 00:48:31.580 ⇒ 00:48:37.399 Steven Kootz: everyone has what they need to know to be worked on. And then I guess, let’s take like another look at like.
325 00:48:37.920 ⇒ 00:48:38.660 Uttam Kumaran: Yeah.
326 00:48:39.120 ⇒ 00:48:46.700 Steven Kootz: View. So there’s this, I do like this timeline. Let’s see, how did I get to this? I think. Is it projects?
327 00:48:47.740 ⇒ 00:48:51.340 Steven Kootz: I guess. Oh, display. So there’s also like a list display, right? So
328 00:48:51.500 ⇒ 00:48:54.340 Steven Kootz: you can pretty much just see like a very broad like.
329 00:48:54.560 ⇒ 00:48:58.690 Steven Kootz: what’s happening right now. This is the current setup like everything.
330 00:48:59.420 ⇒ 00:49:05.559 Steven Kootz: There’s like this board, too, which is just also kind of you know. You can’t really see everything. I don’t look at.
331 00:49:05.670 ⇒ 00:49:11.740 Steven Kootz: you know, on like a big timeline like you could with the timeline view.
332 00:49:12.240 ⇒ 00:49:17.940 Steven Kootz: But yeah, it’s just like interesting, too, to like see? Like it’s definitely gonna be like learning curve for me to like. Kind of go around and
333 00:49:18.570 ⇒ 00:49:20.260 Steven Kootz: see everything right. But like
334 00:49:20.520 ⇒ 00:49:28.699 Steven Kootz: at the end of the day, once I like understand? Like what each thing does then it’s just like, you know, my Asana brain will kind of click in and we’ll we should be good to go with everything. So.
335 00:49:30.210 ⇒ 00:49:34.059 Uttam Kumaran: Okay, amazing. I think the only thing, maybe before you
336 00:49:34.580 ⇒ 00:49:39.449 Uttam Kumaran: you head out today is maybe to spend time with Robert. Now that you have context about
337 00:49:39.660 ⇒ 00:50:04.910 Uttam Kumaran: the playbooks for data. We sort of came to a nice agreement about the structure for the timelines. I think it’s helpful to get a real world use case in terms of what the next 3 months are. And I think ideally, if you can make it done in that today, that’s fine, but also that could be helpful for the for the upcoming week. And yeah, I think that that would sort of round out most of the stuff. Which is great.
338 00:50:05.440 ⇒ 00:50:11.839 Steven Kootz: Okay, yeah, that sounds good. Yeah, I can. I can touch base with Robert. See if I can get that done. I probably won’t be able to meet him until, like
339 00:50:12.020 ⇒ 00:50:17.320 Steven Kootz: 3 Pm. Pacific time or 6 Pm. Eastern time. So, depending on what his breakdown.
340 00:50:17.320 ⇒ 00:50:21.909 Uttam Kumaran: Yeah, we’ll just shoot him a message, and he can, or you can even ask him to record a loom
341 00:50:22.400 ⇒ 00:50:23.450 Uttam Kumaran: or something.
342 00:50:23.930 ⇒ 00:50:27.759 Steven Kootz: Yeah, cause I can even pop in on Friday, too, like depending on like.
343 00:50:28.050 ⇒ 00:50:34.604 Steven Kootz: what’s going on throughout the day. I could probably just like pop in and work for like an hour or 2, just depending on like, what is happening. But
344 00:50:35.530 ⇒ 00:50:37.130 Steven Kootz: yeah. So I think, like.
345 00:50:39.010 ⇒ 00:50:51.110 Steven Kootz: in terms of this like these 2 timelines. So I guess these are gonna have to be separate, right? Like these need to be on 2 different figma boards like one is just for the client for just them to see, and then, like one is more of like a.
346 00:50:51.250 ⇒ 00:50:56.390 Uttam Kumaran: I don’t know. I mean, I sort of don’t. I think, having them both here is fine like
347 00:50:56.750 ⇒ 00:51:04.530 Uttam Kumaran: I don’t know. I’m not worried about sharing anything with them like at all. Really, in fact, I want them to see how organized we are.
348 00:51:04.830 ⇒ 00:51:05.220 Steven Kootz: Okay?
349 00:51:05.220 ⇒ 00:51:05.540 Steven Kootz: Bye.
350 00:51:05.540 ⇒ 00:51:07.150 Uttam Kumaran: Yeah, that’s true.
351 00:51:07.540 ⇒ 00:51:31.970 Uttam Kumaran: I think it’s fine to do here. And I think for each client, because another thing is, for example, if you click on the 3 pages. Here you’ll see that we have other stuff like the dashboard. Mockups will be here. So like, I think this is nice to keep one big big Mac, that every time we have a client we have one sigma that has a roadmap, and like any anything else. This is sort of like part of our operating system for our clients.
352 00:51:32.720 ⇒ 00:51:39.170 Steven Kootz: Okay, yeah, that sounds good. I think what I’ll do then is kind of like, keep tooling around in here.
353 00:51:41.050 ⇒ 00:51:45.880 Steven Kootz: and maybe but then here, back to this page one, and then, like, once I feel good about it.
354 00:51:47.880 ⇒ 00:51:50.850 Steven Kootz: I can just change this, then button.
355 00:51:50.850 ⇒ 00:51:51.480 Uttam Kumaran: Okay.
356 00:51:52.760 ⇒ 00:52:00.489 Steven Kootz: And then, yeah, so I think what I’ll do is I’ll touch base with Robert. I’ll probably build out march April. May. Is that usually like. Is that like, is that how you want
357 00:52:00.490 ⇒ 00:52:02.460 Steven Kootz: that would be amazing.
358 00:52:02.460 ⇒ 00:52:03.760 Steven Kootz: Name, Gina. Okay.
359 00:52:03.760 ⇒ 00:52:12.529 Uttam Kumaran: No, that would. That would be amazing for March for March, April May. Because I think, basically, after next week, we’re sort of low on roadmap. So I want to get that to them.
360 00:52:13.370 ⇒ 00:52:16.110 Uttam Kumaran: And I just signed with work.
361 00:52:16.732 ⇒ 00:52:20.819 Uttam Kumaran: You know, moving forward. That sort of takes care of this. And then.
362 00:52:21.570 ⇒ 00:52:26.829 Uttam Kumaran: really, the path forward is going and doing this for every other client. So that’s what’s that’s really what’s looming next.
363 00:52:28.020 ⇒ 00:52:31.638 Steven Kootz: Okay. Awesome. Yeah. Well, I’ll I’ll do that. Huh?
364 00:52:32.040 ⇒ 00:52:41.350 Uttam Kumaran: Okay, awesome. Thanks so much, Steven. This is really great to kind of break it down at this most fundamental level. I appreciate your patience and
365 00:52:41.600 ⇒ 00:52:46.696 Uttam Kumaran: walking through this data task. I know it’s it’s it’s not easy, but
366 00:52:47.330 ⇒ 00:52:58.900 Uttam Kumaran: hopefully, I think we’re they’re starting to see some of it, and I think very soon I think you’ll you’ll start to be able to build it back for yourself. You’ll see everything. It’s not that bad.
367 00:52:58.900 ⇒ 00:53:03.099 Steven Kootz: Yeah, and then and then what what’s like? I think it was just gonna like, take
368 00:53:03.240 ⇒ 00:53:08.459 Steven Kootz: time is just like learning the words for things right like that’s like, let’s
369 00:53:08.570 ⇒ 00:53:11.399 Steven Kootz: the most like easiest way to put it right. It’s like it’s like.
370 00:53:11.400 ⇒ 00:53:11.830 Uttam Kumaran: Good evening.
371 00:53:11.830 ⇒ 00:53:39.049 Steven Kootz: Different keywords for each thing, because then, like as time goes by, then it’s just pretty much just like, okay, like, I know, when I build this project? You know, for milestones 1, 2, 3, 4, 5, I know, like one A, I need to do this. One. B needs to be this 1 1 c needs to be this, and then it’s just like breaking it out. And then, yeah, so I guess in terms of like breaking out for each client like once. It is like fully built out. For all, however many clients we have, like like.
372 00:53:39.050 ⇒ 00:53:43.380 Uttam Kumaran: Well, so so I think this, I think, for each client will just have their own
373 00:53:43.600 ⇒ 00:53:52.830 Uttam Kumaran: section here, like we’ll literally have one sigma board per client. So because that because we’re gonna share this, they have access to this.
374 00:53:52.940 ⇒ 00:54:02.019 Uttam Kumaran: And then we’re just gonna basically have multiple teams in linear and then multiple files. And then we have daily stand ups. And basically just
375 00:54:04.790 ⇒ 00:54:05.450 Uttam Kumaran: yeah.
376 00:54:07.520 ⇒ 00:54:08.200 Steven Kootz: Okay.
377 00:54:09.400 ⇒ 00:54:10.510 Uttam Kumaran: Well, what do you think?
378 00:54:10.950 ⇒ 00:54:12.710 Steven Kootz: Great sorry. What did you say? I think you cut out.
379 00:54:12.710 ⇒ 00:54:16.849 Uttam Kumaran: Oh, no, I just said, we’re gonna have multiple sigma boards
380 00:54:17.100 ⇒ 00:54:24.250 Uttam Kumaran: per client for for every client. So in one single board per client, one linear team per client, and then.
381 00:54:24.250 ⇒ 00:54:24.780 Steven Kootz: Yeah, yeah.
382 00:54:24.780 ⇒ 00:54:26.200 Uttam Kumaran: Again, it’s yeah.
383 00:54:27.660 ⇒ 00:54:38.959 Steven Kootz: Yeah, that makes sense, too. Because, yeah, each client has their own board where they can. Do, you know, review and see all the information. And then each room has like a a team. Linear page. Yeah. So that makes sense, too. But I guess, like.
384 00:54:39.260 ⇒ 00:54:43.229 Steven Kootz: with all the clients like, is it? Is it already good to go ahead and like just like like
385 00:54:43.720 ⇒ 00:54:55.649 Steven Kootz: figuring out like, what engineer needs to be on like. What client like is that there’s is there like a solve so far for that already? Or is it kind of just like we need to figure out like, who’s gonna be on what for? You know, each team.
386 00:54:56.410 ⇒ 00:55:05.980 Uttam Kumaran: Yeah. So I I mean, this is where I I’m currently again. Me and Robert are. Pm, every client. And we’re also I’m managing every engineer. So
387 00:55:06.230 ⇒ 00:55:09.590 Uttam Kumaran: I don’t really have a discussion. I sort of
388 00:55:09.960 ⇒ 00:55:16.600 Uttam Kumaran: just assign people. This is where I would love to work with you on. Okay for this project? What sort of skill set do we learn?
389 00:55:16.850 ⇒ 00:55:19.370 Uttam Kumaran: And then, who’s available?
390 00:55:19.870 ⇒ 00:55:33.019 Uttam Kumaran: I have another tool that we’re we’re trialing to work on this problem. But we only have, like 6 or 7 people. So that’ll be something that I work with you on to basically give you a sense of who’s who’s assigned this project.
391 00:55:33.830 ⇒ 00:55:34.220 Steven Kootz: Okay.
392 00:55:35.570 ⇒ 00:55:53.249 Steven Kootz: alright, we can do that, too. And then I think, alright. So I think what I’m gonna say to Robert, I think I’m gonna say, like, if he can like like, say, like, what? In terms of like the next 3 months, like, what for joby coffee? What projects like, what like a name out like, just like the list of projects that
393 00:55:53.520 ⇒ 00:55:59.920 Steven Kootz: need to be made. And then I can like make that, you know, kind of base graph.
394 00:56:00.210 ⇒ 00:56:04.900 Steven Kootz: or like the base like gantt chart. And linear like
395 00:56:05.160 ⇒ 00:56:14.059 Steven Kootz: in the team. And like, basically ask, like, what like the start date each. So I think I think I have an idea of like what to ask, does that make sense.
396 00:56:14.060 ⇒ 00:56:14.490 Uttam Kumaran: Yeah.
397 00:56:14.490 ⇒ 00:56:14.800 Steven Kootz: Okay.
398 00:56:15.600 ⇒ 00:56:33.569 Steven Kootz: And then from there I can like build it out. And just like, have something that’s like. Now, maybe maybe it’s not like super super detailed, but like it’s kind of just like broken out with like each project. But they’re like each 5 like different breakouts. And then that way, like and then at least, like they’re in like the right spot. And then I think, like, if they need to move, then I think like, if I’m gone like
399 00:56:33.690 ⇒ 00:56:39.340 Steven Kootz: I think Robert should be able to, you know, or you should be able to like kind of fix it if it needs to be so. Yeah.
400 00:56:39.340 ⇒ 00:56:49.630 Uttam Kumaran: Yeah, okay, perfect. That’s a great plan. Yeah. And I’m just yeah. I think I think if you get on the phone with him today and sort of get that download or get it. Get it. That’s probably it.
401 00:56:51.400 ⇒ 00:56:55.780 Steven Kootz: Alright perfect. Yeah. So I’ll I’ll touch base with him, too. But yeah, this has been good.
402 00:56:56.370 ⇒ 00:57:00.139 Uttam Kumaran: Awesome. Yeah, this is great. I’m so happy finally getting this taken care of. So.
403 00:57:01.380 ⇒ 00:57:05.309 Steven Kootz: Yeah, yeah, starting to make more starting to make more and more sense. So.
404 00:57:06.305 ⇒ 00:57:07.735 Uttam Kumaran: Great, awesome.
405 00:57:08.450 ⇒ 00:57:08.910 Steven Kootz: All right.
406 00:57:09.320 ⇒ 00:57:11.520 Uttam Kumaran: Okay, thanks, Steven. I’ll talk to you soon.
407 00:57:11.520 ⇒ 00:57:13.459 Steven Kootz: Perfect, of course. Talk to you soon. Bye.
408 00:57:13.750 ⇒ 00:57:14.300 Uttam Kumaran: I got it.