Meeting Title: Zoom Meeting Date: 2025-03-24 Meeting participants: Aakash Tandel, Nicolas Sucari, Amber Lin
WEBVTT
1 00:00:19.860 ⇒ 00:00:20.909 Nicolas Sucari: Hey! Amber.
2 00:00:21.970 ⇒ 00:00:22.800 Amber Lin: Hi
3 00:00:24.290 ⇒ 00:00:25.320 Nicolas Sucari: Can you hear me?
4 00:00:25.320 ⇒ 00:00:26.760 Amber Lin: Yeah, I can hear you.
5 00:00:27.610 ⇒ 00:00:28.670 Nicolas Sucari: Hey! How are you?
6 00:00:29.080 ⇒ 00:00:34.029 Amber Lin: I’m good this is for the app that we showed on Monday, right
7 00:00:34.590 ⇒ 00:00:36.020 Nicolas Sucari: Yep, yeah.
8 00:00:36.730 ⇒ 00:00:43.140 Nicolas Sucari: The idea was to share with you and Akash a little bit on how to set that up and how we’re using that
9 00:00:43.649 ⇒ 00:00:50.600 Nicolas Sucari: I mean, I don’t have like anything new from Monday, but I wanna go deep and answer any questions you and the cash have
10 00:00:51.330 ⇒ 00:00:52.320 Amber Lin: Oh, okay.
11 00:00:53.400 ⇒ 00:00:56.080 Nicolas Sucari: If you’re if you’re really busy with something else, we can reschedule
12 00:00:56.080 ⇒ 00:01:04.589 Amber Lin: No, I’m not busy. I I’m not. I don’t have any meetings. I’m just working on the different 5 projects. So I have. I have time
13 00:01:05.630 ⇒ 00:01:07.020 Nicolas Sucari: Okay, that’s fine.
14 00:01:08.600 ⇒ 00:01:09.720 Nicolas Sucari: Hey? Akash!
15 00:01:10.290 ⇒ 00:01:11.209 Aakash Tandel: Hey? How’s it going
16 00:01:12.550 ⇒ 00:01:13.570 Nicolas Sucari: All good.
17 00:01:14.250 ⇒ 00:01:19.289 Nicolas Sucari: Okay? So I don’t know what have. Even, it’s not with us anymore. Right?
18 00:01:21.090 ⇒ 00:01:22.239 Nicolas Sucari: Okay, cool.
19 00:01:23.330 ⇒ 00:01:49.019 Nicolas Sucari: cool. The idea of this meeting, as I said, was just to go through operating. Try to share a little bit how I set it up. And so that you guys know how to look at the information that is there. I know we shared these on Monday. But yeah, maybe it was not not like the best place for questions, or to deep diving on on the app. So any question you have, please ask me.
20 00:01:50.020 ⇒ 00:01:51.199 Nicolas Sucari: I’m gonna share.
21 00:01:51.560 ⇒ 00:01:55.199 Nicolas Sucari: Okay, let me know if you’re seeing. Yeah, right? Okay?
22 00:01:56.290 ⇒ 00:01:59.259 Nicolas Sucari: So operating has
23 00:02:00.040 ⇒ 00:02:06.570 Nicolas Sucari: has different views. 3 different or or 4 4. Yeah, 4 different views that we can use.
24 00:02:06.680 ⇒ 00:02:24.449 Nicolas Sucari: 1st of all, is horizon like, this is where we can kind of create different projects ahead of time, like before starting to work on those projects and start to kind of assigning roles of team members that we’re gonna need for these kind of projects. Right.
25 00:02:24.650 ⇒ 00:02:25.660 Nicolas Sucari: For example.
26 00:02:25.910 ⇒ 00:02:40.940 Nicolas Sucari: here we have all of the projects that we are, we we already started using. And where we have, like all of our team members added to them, and we have some others that we don’t have team yet. For example, sales sales is an internal project.
27 00:02:40.940 ⇒ 00:02:57.600 Nicolas Sucari: but we can create the project. We can add a description. We can add a project owner and groups of of people. And we can plan like when it’s gonna start and when it’s gonna end. And then we can kind of set up the team that we’re gonna use. For example, if I add someone here, I can use the role.
28 00:02:58.180 ⇒ 00:03:00.629 Nicolas Sucari: Let’s say I’m gonna add a protoner.
29 00:03:00.820 ⇒ 00:03:29.419 Nicolas Sucari: And I I don’t need to add the person if I don’t have like defined yet. Which who is gonna be joining as a product owner in this kind of project. And then I can click, suggest and all there are. Yeah, I can get this suggestion of all of the product owners that we have, and what is the assignation? And what is the allocation that they have free, so that they can spend in this project. And I can kind of decide which one I’m gonna use for
30 00:03:29.490 ⇒ 00:03:31.439 Nicolas Sucari: or kind of these projects. Right?
31 00:03:31.520 ⇒ 00:03:37.760 Nicolas Sucari: So let’s say, sales. Robert is doing most of the sales stuff, so I can assign Robert. I can click, assign
32 00:03:38.660 ⇒ 00:03:39.440 Nicolas Sucari: right?
33 00:03:40.560 ⇒ 00:04:08.470 Nicolas Sucari: So right now I scheduled. I I added Robert to the sales project that is started on 1st of January this year. And but I I haven’t added kind of how many hours he’s gonna be working on in this project. So this timeline view is where we add, like the detail of how many hours a week, or what is the percentage of allocation of each team member. In each of the different projects we have 3 different views only project.
34 00:04:08.720 ⇒ 00:04:10.819 Nicolas Sucari: So we can see all here on the left.
35 00:04:11.208 ⇒ 00:04:16.630 Nicolas Sucari: People. We change from projects to the detail for people. And we have the split view.
36 00:04:16.950 ⇒ 00:04:32.650 Nicolas Sucari: Just to kind of look at this, we can filter out stuff or like projects or people if we want. But if not, we can just use kind of this view to check both things, projects, and people. So let’s go to the sales ones that I already added. Here, Robert, you see.
37 00:04:32.650 ⇒ 00:04:52.699 Nicolas Sucari: we have the sales project with Robert in in it, but it doesn’t say how many hours is Robert kind of spending in this project? Right? So if I click on this project, I can see here, Robert, that doesn’t have like any allocation to this project. And if I click here, for example, it’s gonna let’s say it’s gonna start
38 00:04:52.710 ⇒ 00:05:10.059 Nicolas Sucari: tomorrow. I can add, like 100% of allocation. That’s 20 HA week from Robert, or I can add 20%. That’s 4 HA week, or I can do the other way, not like 10 HA week and say, Okay, it’s gonna be like, 50% on allocated on sales stuff, right?
39 00:05:10.510 ⇒ 00:05:20.420 Nicolas Sucari: I can add the start date and end date. So let’s say, he’s been working on 50% since January first.st And let’s leave it open ended and I can hit save.
40 00:05:20.550 ⇒ 00:05:29.570 Nicolas Sucari: And that will let us know that here Robert has 50% of his time, that is, 20 HA week allocated to
41 00:05:29.860 ⇒ 00:05:31.780 Nicolas Sucari: to the sales project right?
42 00:05:32.010 ⇒ 00:05:44.900 Nicolas Sucari: What I did with sales project. This is internally, this is not billable, because I set it up like like that. But we can do it for all other projects. So yeah, I don’t know why it got stuck here. But let me refresh this.
43 00:05:46.420 ⇒ 00:05:49.649 Nicolas Sucari: And yeah, and I kind of allocated all of these.
44 00:05:51.220 ⇒ 00:05:58.819 Nicolas Sucari: oh, I look at it all the time from each of the team members into all of the projects utam shared some
45 00:05:58.950 ⇒ 00:06:04.159 Nicolas Sucari: details of how to do that like which, how, how how much hours, is gonna
46 00:06:04.450 ⇒ 00:06:09.780 Nicolas Sucari: everyone is gonna spend on each of these projects. And yeah, I kind of
47 00:06:09.940 ⇒ 00:06:17.629 Nicolas Sucari: just set that up. And I want you to guys review and see if if that is okay, and also we can compare with the
48 00:06:17.830 ⇒ 00:06:30.509 Nicolas Sucari: clockify tracking our struggling that everyone is doing. How did I do that? I just kind of exported from clockify. I’m brought it back here. I don’t know why, but this got stuck. Give me a minute.
49 00:06:31.180 ⇒ 00:06:33.529 Nicolas Sucari: Wait. Where are we here?
50 00:06:33.760 ⇒ 00:06:43.439 Nicolas Sucari: Okay, yeah, that’s it. So for example, ABC, amber, so we added, like you as a project manager, and then we have Casey Miguel and Patrick.
51 00:06:43.500 ⇒ 00:07:09.739 Nicolas Sucari: Patrick is spending 100. This is for 40 HA week. I don’t know if this is correct. I don’t know if he’s working so many hours, and we can change that if 40 HA week is not like he’s kind of standard. We have Miguel here that has yeah, a 25% of 40 HA week. That’s 10 HA week. Right? We have Casey. Same, I guess. Yeah, 10 HA week. And we have you here at 10 HA week. Okay.
52 00:07:10.400 ⇒ 00:07:17.540 Nicolas Sucari: if I needed to change like Patrick designation here, I can go to edit and change this the time right
53 00:07:17.970 ⇒ 00:07:19.379 Nicolas Sucari: and hit save.
54 00:07:19.870 ⇒ 00:07:32.089 Nicolas Sucari: I’m not gonna do that. But if I’m if I then need to change like. How many hours a week is Patrick working? I need to go to the Directory, where we have, like all of the people and go to Patrick. Here, let’s say.
55 00:07:32.502 ⇒ 00:07:41.509 Nicolas Sucari: I can see here. Okay, he’s working 10 h, it was. And and I added, like an individual kind of working hours. And he’s gonna be working like 10 HA week. Right?
56 00:07:41.923 ⇒ 00:07:46.620 Nicolas Sucari: So if I go back to timeline, I need to, I guess, refresh this one.
57 00:07:48.520 ⇒ 00:07:54.029 Nicolas Sucari: The tool has some kind of issues yet. But we are kind of doing all of these. Yeah, I don’t know why this is.
58 00:07:56.010 ⇒ 00:08:01.170 Nicolas Sucari: Let me do. Okay, maybe it’s because of the times when it started.
59 00:08:02.357 ⇒ 00:08:10.300 Nicolas Sucari: But yeah, I’m still kind of setting up. When is everyone start like this, start date and end date. Okay, employment. Start 14 of March.
60 00:08:10.440 ⇒ 00:08:13.670 Nicolas Sucari: And let me see here, okay, perfect.
61 00:08:16.740 ⇒ 00:08:20.829 Nicolas Sucari: Okay, this is the issue. If I go. This I can hit save.
62 00:08:21.910 ⇒ 00:08:35.889 Nicolas Sucari: And now we can say, okay, he started on 14. That’s when he started working on Brainforge. Right? So that’s the employment start date. And the and I added, like the same project start date here. So now we can see that this amount of hours
63 00:08:36.230 ⇒ 00:08:37.790 Nicolas Sucari: are the ones that we
64 00:08:38.159 ⇒ 00:08:44.659 Nicolas Sucari: yeah, it got stuck again. The tool is not great had some issues and bugs. But I don’t know why it’s this happening
65 00:08:45.550 ⇒ 00:08:47.050 Nicolas Sucari: you see here on my screen.
66 00:08:47.190 ⇒ 00:08:48.260 Nicolas Sucari: It’s crazy right
67 00:08:49.699 ⇒ 00:08:50.869 Amber Lin: I see that
68 00:08:51.270 ⇒ 00:09:05.599 Nicolas Sucari: It’s strange. Okay, that’s it. But yeah, that’s how I set it up for all of the projects. So we have ABC Akash. I added you in internal. But now that Steven is not here, maybe we need to move you to the the other projects right
69 00:09:06.540 ⇒ 00:09:11.789 Aakash Tandel: Yeah, that makes sense. Are we billing project management? Time? Is that bill to the client
70 00:09:12.930 ⇒ 00:09:30.790 Nicolas Sucari: I’m not sure I mean I think we’re I mean we should right. We should build that hours, too. I don’t know if billing that yet or not. But we can set that to like if I go to settings to roles on reports roles and seniority here.
71 00:09:31.214 ⇒ 00:09:43.550 Nicolas Sucari: like each role can be set as non billable or available. Right? So for project managers, I have it billable. But if we don’t want to track that as billable. I can just click here and update. Okay.
72 00:09:44.130 ⇒ 00:09:54.019 Nicolas Sucari: like, that’s something that we need to define if we’re gonna build it ours or not. And we can use. For example, operations manager. I like this is my kind of role on Ops, and it’s not billable right?
73 00:09:55.080 ⇒ 00:09:59.179 Nicolas Sucari: Same as the internal roles. The designer. Like Ann Anna.
74 00:10:00.040 ⇒ 00:10:01.500 Nicolas Sucari: They they are not built.
75 00:10:03.320 ⇒ 00:10:13.620 Nicolas Sucari: The other ones are yeah available content manager. This is Ryan doing all of the content of the of Prime Virgin, Linkedin and other social media stuff is unavailable. Okay.
76 00:10:14.924 ⇒ 00:10:40.559 Nicolas Sucari: I’m just using roles. I’m not using seniorities yet. I mean, we can set this up, too. And what this has is we can then create like, you can have a primary role, additional roles. And you can have skills. And if we then create some projects with specific roles with skills. We can then suggest, like, which team member kind of suits better in those kind of roles and skills that we need for that project. Okay?
77 00:10:41.450 ⇒ 00:11:02.890 Nicolas Sucari: But for you guys, I mean, you should be able to see kind of this view with the timelines. Try to check on the projects and people if you want to go to people. So yeah, cash, I think you started on March right? I have you added like internally. But I if I want to add you to to a different project, I can go and add you to more projects.
78 00:11:03.150 ⇒ 00:11:07.129 Nicolas Sucari: For example, let’s say I think it’s Eden right
79 00:11:07.690 ⇒ 00:11:09.339 Aakash Tandel: Yep edenjabi. Yep.
80 00:11:10.040 ⇒ 00:11:13.110 Nicolas Sucari: So I can add you here as a project manager.
81 00:11:14.310 ⇒ 00:11:16.320 Nicolas Sucari: I’m gonna add you.
82 00:11:16.790 ⇒ 00:11:20.459 Nicolas Sucari: So this is, gonna say, Hey, you’re going over hours.
83 00:11:20.590 ⇒ 00:11:25.519 Nicolas Sucari: But yeah, let me sign. For example, when are you starting like this week? Are you starting with this program?
84 00:11:27.450 ⇒ 00:11:32.350 Nicolas Sucari: Okay? And how many hours a week is gonna be with each like 50% of your time
85 00:11:32.860 ⇒ 00:11:34.309 Aakash Tandel: Yeah, 50%
86 00:11:35.270 ⇒ 00:11:37.499 Nicolas Sucari: Okay? And you’re working 20 HA week, right?
87 00:11:37.790 ⇒ 00:11:38.400 Aakash Tandel: Yep.
88 00:11:39.010 ⇒ 00:11:42.600 Nicolas Sucari: So that’s that’s how we are kind of assigning it. Here.
89 00:11:42.760 ⇒ 00:11:45.520 Nicolas Sucari: I’m gonna leave it open ended, or even
90 00:11:45.760 ⇒ 00:11:52.900 Nicolas Sucari: so, I’m gonna assign you here. And, Steven, I’m gonna edit these. I’m gonna choose the end to be yesterday. Let’s say right?
91 00:11:53.230 ⇒ 00:11:54.360 Nicolas Sucari: Annotate. So yep.
92 00:11:55.370 ⇒ 00:12:08.920 Nicolas Sucari: Okay. So now it will say, Hey, it it you have like a red line under your time slots, and this means, like you are overbooked like you are still like having more than your 100 allocated
93 00:12:09.500 ⇒ 00:12:13.800 Nicolas Sucari: and this is because if we go to the internal one
94 00:12:14.720 ⇒ 00:12:25.760 Nicolas Sucari: or wait, I can show you on people. Yeah, here, you see, you were 100% assigned until yesterday. And since today you are 150. And what this means is.
95 00:12:26.200 ⇒ 00:12:35.730 Nicolas Sucari: let me go. Yeah, you mean, here you have a hundred percent internally and 50%. Even. So if I’m gonna I can click here, I can click end.
96 00:12:36.900 ⇒ 00:12:41.249 Nicolas Sucari: So I ended your like assignation for the internal project
97 00:12:41.550 ⇒ 00:12:48.579 Nicolas Sucari: to like from today. And now you have, like 50% on Eden. Only. So I can add you also to
98 00:12:50.530 ⇒ 00:12:51.780 Nicolas Sucari: Javi, right
99 00:12:52.090 ⇒ 00:12:52.710 Aakash Tandel: Yep.
100 00:12:53.730 ⇒ 00:13:01.340 Nicolas Sucari: So okay, I’m gonna add it to joby is 50% location starting today and open ended, okay.
101 00:13:02.790 ⇒ 00:13:03.870 Aakash Tandel: Oh, yeah, that was good.
102 00:13:04.680 ⇒ 00:13:08.209 Nicolas Sucari: So now you’re 100% assigned to
103 00:13:08.360 ⇒ 00:13:18.870 Nicolas Sucari: this is how it works right for everyone. So Akash is like that. But then, Amber, if you want to see yourself. You have like 25% on Nbc.
104 00:13:19.320 ⇒ 00:13:36.129 Nicolas Sucari: Some, I think you have 5 HA week for pool parts and 10 HA week for startlets. So 1010, and 5, I think you’re still. You still have some time. That’s because you have 40 h per week allocated. And you’re just allocating. I think it’s yeah, 25, right?
105 00:13:36.970 ⇒ 00:13:38.569 Amber Lin: Hmm! I see
106 00:13:39.650 ⇒ 00:13:54.889 Nicolas Sucari: So like this is how it works. If you guys like need to like add some kind of internal project, we can add it like to an internal project so that you can see like a 100. Or it’s up to you to to just like kind of decide how you wanna kind of be
107 00:13:55.201 ⇒ 00:14:12.340 Nicolas Sucari: allocating to those other projects. But this is how this tool works. When you assign all of the people. So, for example, let’s go to a wish. So Aish is 100% on pool parts. He’s only working. Yeah, it’s 100% of 10 HA week, as it says here.
108 00:14:12.724 ⇒ 00:14:32.590 Nicolas Sucari: So yeah, he’s like, fully booked with full parts for now. And we can obviously add like end dates and and split these kind of work between other projects. And we can set that up all from here. Right? Oh, sorry. This was. Yeah. So he has Eden and Javi.
109 00:14:32.680 ⇒ 00:14:55.239 Nicolas Sucari: I I have, Javi ended here because we set up a project like only for the 1st quarter but I can like make it open ended, too. I don’t know if if it’s gonna be better to have, like only one project for the client or kind of create different projects for the different quarters or renewals of us as the contract was were set up. Okay.
110 00:14:55.940 ⇒ 00:15:01.780 Nicolas Sucari: But we can talk that with them, and just have, like one project. And I can kind of extend this assessation
111 00:15:01.900 ⇒ 00:15:05.800 Nicolas Sucari: open-ended if you want, you see.
112 00:15:08.280 ⇒ 00:15:12.322 Nicolas Sucari: Okay, so that’s all of like, how we are allocating resources.
113 00:15:12.820 ⇒ 00:15:20.829 Nicolas Sucari: this is like a really good view. I guess. We can also have out of office stuff in here. We need to figure out how to kind of.
114 00:15:21.629 ⇒ 00:15:43.689 Nicolas Sucari: Yeah, we’re we’re thinking with them on how to have the out of office kind of asks in linear and then approving that. And then having that come here to just reflect when someone’s gonna be out of office. And ideally like this is the view that we should like. This is the what we should kind of review once a month, let’s say.
115 00:15:43.690 ⇒ 00:15:52.819 Nicolas Sucari: or with a different frequency, so that we can plan ahead of the week of, and see how the projects are gonna be
116 00:15:52.990 ⇒ 00:15:56.269 Nicolas Sucari: covered by the different roles and people that we have here. Okay.
117 00:15:57.310 ⇒ 00:16:07.270 Aakash Tandel: Yeah, I think Amber and I will probably look at this on a weekly basis. Either at the end of the week or at the beginning of the week, just because we’ll want to know if people are at office, or whatever
118 00:16:07.980 ⇒ 00:16:20.610 Nicolas Sucari: Exactly. Yeah. I mean, if you’re if you’re gonna be reviewing this on a Friday and you’re gonna be understanding that next week you’re gonna be missing like one or 2 people. That’s not good. That’s why I’m I’m I’m saying, kind of we need to review this like
119 00:16:20.700 ⇒ 00:16:38.030 Nicolas Sucari: way ahead, or maybe like 2 weeks ahead. And that’s something that we need to set up with the out of office kind of policy, right? Like to just try to ask for an out of office with a little bit of yeah, ahead of time and not just like the day before you’re leaving. Right?
120 00:16:39.610 ⇒ 00:16:50.600 Nicolas Sucari: Okay? So that’s the timeline. And then if you want to check like, how many hours are we spend actually spending compared to these planned hours that we have here. We can see
121 00:16:51.880 ⇒ 00:16:56.789 Nicolas Sucari: here in these reports, tab where we have, like all of the projects.
122 00:16:57.297 ⇒ 00:17:02.570 Nicolas Sucari: And if we go to projects, yeah, let me visit this editors.
123 00:17:03.760 ⇒ 00:17:24.159 Nicolas Sucari: Okay? So here we can see for each of these projects the assimination that we have. This is the 1st number. This is the plan at the planned amount of hours depending on the amount of roles and people that we have, and that allocation that we set in the timeline. And this is the actual time spent that’s coming from clock. If I right.
124 00:17:24.369 ⇒ 00:17:29.669 Nicolas Sucari: So if we want to go, for example, on Eden and let’s focus on March. Let’s say
125 00:17:29.860 ⇒ 00:17:32.280 Nicolas Sucari: so. Let’s go to this month. Okay?
126 00:17:34.590 ⇒ 00:17:47.909 Nicolas Sucari: So in March we have for let’s go. Eden. We have 224 h planned. We’re still like mid march, or almost yeah, one week before ending. And we only spend like 108.
127 00:17:48.080 ⇒ 00:17:58.089 Nicolas Sucari: This is just taking 2 weeks, because I need to upload like the last week here. But this is how like we can see this. And if we open this, we can see per people. Yeah.
128 00:17:58.350 ⇒ 00:18:06.009 Nicolas Sucari: so yeah, we can see, okay, so you have a cash like 12 h to spend on this project piece, because I, you started today, right
129 00:18:06.322 ⇒ 00:18:32.050 Nicolas Sucari: and we have one week, and I think 2 days, or something more next week to end the month. And that’s how this is like kind of comparing and we can compare like each people and see who’s spending more than the time plan, who is spending less and yeah, get some insights on what we need to ask the client, or if we need to. Yeah, just understand why we’re spending more or less on each of these. Okay.
130 00:18:32.870 ⇒ 00:18:45.030 Amber Lin: A similar question on this is not for the operating system, but more so on clockified do we have access to see how much our team has been spending on each task.
131 00:18:45.860 ⇒ 00:18:47.000 Amber Lin: I don’t think it’s great.
132 00:18:47.000 ⇒ 00:18:50.629 Amber Lin: I don’t think I can see which of the team members it is
133 00:18:50.630 ⇒ 00:18:55.630 Nicolas Sucari: So you, if you, if you can access, clockify, and go to these reports, table like reports, tab
134 00:18:56.391 ⇒ 00:18:59.820 Nicolas Sucari: You can. Then, for example, let’s say this month.
135 00:18:59.960 ⇒ 00:19:06.170 Nicolas Sucari: Okay, and let’s go to one project. Let’s say, Eden, we’re looking at that.
136 00:19:07.780 ⇒ 00:19:19.160 Nicolas Sucari: I don’t know if you have access to this view, but if not, I’m gonna yeah. We can just ask Utah to give you access. You can track by user. And you can see here, like, for example, Sahana’s been spending 61 h right
137 00:19:19.450 ⇒ 00:19:19.850 Amber Lin: Twice.
138 00:19:20.143 ⇒ 00:19:28.660 Nicolas Sucari: And and if you wanna go like for these details, we can go to the detail view, and we can see by task like, which are the tasks that
139 00:19:29.860 ⇒ 00:19:36.259 Nicolas Sucari: like sorted out yeah, by duration. Okay, so this was like the most
140 00:19:36.450 ⇒ 00:19:46.290 Nicolas Sucari: time spent task that has been working on. For example, 7 h on redoing the marketing dashboard, build a mobile version and profitability dashboard.
141 00:19:46.490 ⇒ 00:19:47.260 Nicolas Sucari: is he?
142 00:19:50.350 ⇒ 00:19:52.550 Nicolas Sucari: And we can do this for all clients.
143 00:19:53.030 ⇒ 00:19:55.270 Nicolas Sucari: and you have access to this
144 00:19:55.640 ⇒ 00:19:57.840 Aakash Tandel: Yup, yeah. Amber. Do you have access
145 00:19:58.110 ⇒ 00:20:06.610 Amber Lin: Yeah, let me just share my screen to never sure. Let me share my screen to just make sure
146 00:20:08.770 ⇒ 00:20:13.499 Nicolas Sucari: But the idea with operating on clockify is, yeah, right now, I’m doing it manually.
147 00:20:13.984 ⇒ 00:20:33.709 Nicolas Sucari: It’s just like exporting this view. Deleting some columns and doing some, yeah, just clean up of that data and uploading the Csv to operating. But yeah, the idea is that you can go into operating review the location the same week and see how how much time do we have left, or what what is happening
148 00:20:33.820 ⇒ 00:20:35.980 Amber Lin: To each of those projects. Right?
149 00:20:36.320 ⇒ 00:20:40.580 Amber Lin: If you go, if you want details, you you yeah, you need to go to clockify. I guess
150 00:20:40.840 ⇒ 00:20:50.029 Amber Lin: I feel like I have a feeling that my team, like Miguel and Casey, are not putting it in this project.
151 00:20:50.440 ⇒ 00:20:50.970 Amber Lin: Yes.
152 00:20:50.970 ⇒ 00:20:52.319 Nicolas Sucari: So yeah, if you wanna if
153 00:20:52.580 ⇒ 00:20:57.099 Nicolas Sucari: if you want to see what case is being like kind of logging into, go to reports
154 00:20:58.870 ⇒ 00:21:03.829 Nicolas Sucari: Go back to reports. Clean the the one that says project, do you? Wanna yeah, clean that up
155 00:21:04.280 ⇒ 00:21:07.129 Nicolas Sucari: and just a filtering team.
156 00:21:07.660 ⇒ 00:21:14.150 Nicolas Sucari: Look for Casey there, yeah, and click, apply filter.
157 00:21:15.390 ⇒ 00:21:17.830 Nicolas Sucari: So, Casey. And if you check, if
158 00:21:18.277 ⇒ 00:21:21.409 Amber Lin: Does not break it down, it seems.
159 00:21:21.450 ⇒ 00:21:23.460 Amber Lin: Yeah, I’m about to click on
160 00:21:24.060 ⇒ 00:21:26.099 Nicolas Sucari: Yeah, exactly. So he’s been working.
161 00:21:26.450 ⇒ 00:21:26.850 Nicolas Sucari: ABC,
162 00:21:27.350 ⇒ 00:21:28.959 Amber Lin: That’s so funny.
163 00:21:28.960 ⇒ 00:21:30.640 Nicolas Sucari: Yeah, he’s been adding that to it.
164 00:21:30.640 ⇒ 00:21:31.130 Amber Lin: Okay.
165 00:21:31.780 ⇒ 00:21:47.500 Amber Lin: I see. Okay, maybe once we consolidate the operating, I think we should also tell our team. Okay, how do you lock the time properly, because we can’t really track. They’re not putting it in the right place.
166 00:21:48.280 ⇒ 00:21:59.139 Nicolas Sucari: Yeah, yeah, of course. I mean, it’s just like, if you go to the clock. If I if you go into timesheet or time tracker. You need to select the project, and that’s how kind of we are
167 00:21:59.500 ⇒ 00:21:59.950 Amber Lin: Yeah.
168 00:21:59.950 ⇒ 00:22:03.880 Nicolas Sucari: He’s he’s logging in AI automation, and he’s not logging in ABC.
169 00:22:04.210 ⇒ 00:22:04.690 Amber Lin: That’s good.
170 00:22:04.690 ⇒ 00:22:29.689 Nicolas Sucari: Change that we need to do. We can go back and do that changes if if you need. Obviously like, we can override what he’s been logging. But yeah, I mean, we need. That’s that’s why I mentioned that on Monday, like, it’s really important to track correctly the time spending clock. If I because clock, if I is kind of our source of of time spent right? If that’s not correct, then uploading it to anywhere. It’s gonna be wrong
171 00:22:30.710 ⇒ 00:22:36.065 Aakash Tandel: Yeah, amber. I would reach out to people directly if they’re not doing it correctly in
172 00:22:36.900 ⇒ 00:22:42.060 Aakash Tandel: o’clock, if I cause I’ve I’ve just looked at Javi and Eden. It looks like everyone’s doing correctly. So
173 00:22:42.060 ⇒ 00:22:42.509 Aakash Tandel: oh, good!
174 00:22:42.700 ⇒ 00:22:45.069 Aakash Tandel: Go ahead and ping people directly like just
175 00:22:45.070 ⇒ 00:22:48.456 Amber Lin: Yeah, let me let me write that down
176 00:22:49.750 ⇒ 00:22:56.759 Nicolas Sucari: If you need my help, let me know amber, I can. Yeah, I can go. And just like, meet with Katie and try to guide him on how to do it. If you want
177 00:22:56.760 ⇒ 00:23:02.730 Amber Lin: I think this is fine. It’s pretty pretty straightforward, just a little bit more than what they’re doing right now.
178 00:23:03.190 ⇒ 00:23:03.840 Amber Lin: so I’ll talk.
179 00:23:03.840 ⇒ 00:23:04.240 Amber Lin: But
180 00:23:06.730 ⇒ 00:23:15.290 Aakash Tandel: Yeah, I don’t. And it might be helpful just to give like brief blurbs, like, it looks like some people are doing details. Some people are not. I think it’s helpful if they do that. So just, you know.
181 00:23:15.890 ⇒ 00:23:16.690 Aakash Tandel: that might be good
182 00:23:16.690 ⇒ 00:23:22.900 Amber Lin: Yeah, maybe you can post in the brain force team of what we expect for how people lock their time
183 00:23:23.600 ⇒ 00:23:28.310 Nicolas Sucari: Yeah, yeah, maybe I can create a documentation and share that also.
184 00:23:29.790 ⇒ 00:23:32.489 Amber Lin: Okay, okay, that’s all the questions from my side.
185 00:23:33.620 ⇒ 00:24:02.259 Nicolas Sucari: Cool. Then. Obviously, if we can. If you wanna start kind of reviewing these information on operating every week, let me just kind of let’s set a meeting I can join. We can go quickly through all of the teams and see how that weeks how that week is gonna go, or the next week until you guys feel that you can handle that yourselves. And yeah, I’m I’m still kind of adding, like, I’m trying to have all the information from
186 00:24:03.051 ⇒ 00:24:23.889 Nicolas Sucari: everyone like when they started working at Brainforge and doing that like super detailed so that we know exactly all of all of all of those kind of all of the availability. And finally, what I’m trying to do is to add all of the rates, billable rates that we have for each client, so that we kind of go deeper into financials. Using this app
187 00:24:25.070 ⇒ 00:24:44.130 Amber Lin: I mean, Akash. What do you think about? Maybe Friday we can meet as a team and look at people’s availabilities. I think by then Nico will have more details there and then we’ll know the team a bit better. And then Friday, we can say, Okay, how’s the allocation been this week. And what do we want it to be? Next week we could do other Pm. Retro
188 00:24:44.430 ⇒ 00:24:55.319 Aakash Tandel: Yeah, that’s what I was. Gonna say, I was Nico, we’ll probably do at the beginning of Pm. Retro, and then you can hop off after we just go through the operating, just to make sure we’re all on the same page that probably make the most sense
189 00:24:56.000 ⇒ 00:24:58.899 Nicolas Sucari: Okay. When when are you having the Pm. Retro on Fridays?
190 00:25:01.264 ⇒ 00:25:10.030 Aakash Tandel: They’re typically. So I I gotta actually work on time for me, too, because, like 5 to 6 pm. On Friday is a little hard for me.
191 00:25:10.030 ⇒ 00:25:10.879 Amber Lin: Because that’s Eastern
192 00:25:10.880 ⇒ 00:25:11.420 Nicolas Sucari: Okay.
193 00:25:12.160 ⇒ 00:25:13.640 Aakash Tandel: So I
194 00:25:13.640 ⇒ 00:25:21.900 Amber Lin: A little bit earlier, because it’s just me you and Utah essentially, and Utah may not come. So just look
195 00:25:21.900 ⇒ 00:25:22.299 Nicolas Sucari: Oh, because
196 00:25:22.300 ⇒ 00:25:26.329 Amber Lin: My calendar is up to date, so just move it around as you as you’re free
197 00:25:27.920 ⇒ 00:25:29.120 Nicolas Sucari: Okay. Yeah.
198 00:25:29.414 ⇒ 00:25:32.060 Aakash Tandel: What’s your standard time? Is it? Eastern Standard time?
199 00:25:32.334 ⇒ 00:25:35.900 Amber Lin: I’m in. Pst, Nico, I think, is in a different time zone
200 00:25:36.090 ⇒ 00:25:43.170 Nicolas Sucari: I’m like 1 h ahead of est, but that’s fine like. Just think of me as I’m est
201 00:25:43.770 ⇒ 00:25:51.160 Aakash Tandel: Okay, cool. I’ll yeah, okay, that sounds good. That is late for both of us, then. So I’ll try to figure out, well, Amber and I can sync up and figure out a time that works for everyone
202 00:25:51.410 ⇒ 00:25:55.670 Amber Lin: Yeah, just pick a time on calendar. I’m all I’m open
203 00:25:55.930 ⇒ 00:25:57.660 Aakash Tandel: Okay, yeah, that sounds good.
204 00:25:57.911 ⇒ 00:26:18.320 Nicolas Sucari: Yeah, I I kind of asked Utam. If you want me to like share these in the because I see you have Monday and Fridays these kind of Pm planning on retro. Right? Yeah, that’s what I told him. Like, if you want, I can go on Monday and kind of share these. But that’s fine, like, let me know. What times that’s gonna be on Friday. And yeah, obviously, we can review that. And then I can hop on
205 00:26:18.630 ⇒ 00:26:19.110 Aakash Tandel: Okay.
206 00:26:19.870 ⇒ 00:26:20.650 Aakash Tandel: Sounds. Good.
207 00:26:21.310 ⇒ 00:26:21.820 Aakash Tandel: Awesome.
208 00:26:21.820 ⇒ 00:26:22.330 Nicolas Sucari: Thank you. Guys.
209 00:26:22.330 ⇒ 00:26:23.149 Aakash Tandel: Thanks for the overview
210 00:26:23.150 ⇒ 00:26:24.110 Amber Lin: Thank you.
211 00:26:24.440 ⇒ 00:26:25.040 Aakash Tandel: Talk to you soon
212 00:26:25.040 ⇒ 00:26:34.160 Nicolas Sucari: Let me know if you need anything else regarding this or any other stuff. I’m trying to work on all kind of operations with Marianne. So yeah, anything you need. Let us know
213 00:26:34.340 ⇒ 00:26:34.990 Amber Lin: Thank you.
214 00:26:34.990 ⇒ 00:26:35.520 Aakash Tandel: Good.
215 00:26:35.910 ⇒ 00:26:36.330 Amber Lin: Bye.
216 00:26:36.330 ⇒ 00:26:37.829 Nicolas Sucari: Thank you. Guys. Bye, bye.