Meeting Title: Robert Tseng’s Personal Meeting Room Date: 2025-05-16 Meeting participants: Annie Yu, Awaish Kumar, Robert Tseng


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1 00:03:36.160 00:03:37.340 Annie Yu: Hello, Robert!

2 00:03:39.660 00:03:40.430 Robert Tseng: Annie.

3 00:03:49.240 00:03:54.309 Robert Tseng: give me like a minute. I’m like, still doing a little bit of preparation.

4 00:03:54.430 00:03:59.950 Robert Tseng: I think. Then a lot. I won’t be joining Oasius coming from another call. But I’ll give him another minute.

5 00:04:00.740 00:04:01.669 Annie Yu: Sounds good.

6 00:04:02.360 00:04:03.120 Robert Tseng: Yeah.

7 00:05:19.320 00:05:20.290 Robert Tseng: Hey? Wish

8 00:05:22.960 00:05:23.560 Awaish Kumar: Hello!

9 00:05:35.650 00:05:38.419 Robert Tseng: Okay, sharing a fig camp with you all.

10 00:05:40.890 00:05:46.689 Robert Tseng: yeah, we haven’t been maintaining this. So I guess once you open it on your side. I’ll just kind of call out a couple of things.

11 00:05:50.220 00:05:56.859 Robert Tseng: yeah. So if you could just jump up to the team retro section, that’s where we’ll stay on but I think, just for the meanwhile, I’ll just like

12 00:05:57.400 00:05:58.300 Robert Tseng: I’ll just.

13 00:05:58.680 00:06:07.399 Robert Tseng: You know, we we kind of just any any brainstorm that we did about about Eden, and like how to better communicate the work we were doing.

14 00:06:07.500 00:06:13.429 Robert Tseng: You know, early versions of the architecture diagram to like be able to draw like.

15 00:06:13.740 00:06:21.350 Robert Tseng: how do we communicate with different teams? This. It was all kind of like dumped here. There was even a period of time when I was running

16 00:06:21.480 00:06:32.020 Robert Tseng: weekly check ins with the execs, using only the gantt chart. So anyway, this is just like a graveyard of like, Hey, I want to say it’s a graveyard. It’s just like a it’s just been like a

17 00:06:32.160 00:06:46.424 Robert Tseng: ideas dump of stuff for Eden that like, I think we’ve kind of just gone from this and built out like more robust documentation and other places. But anyway, I think

18 00:06:47.190 00:06:53.480 Robert Tseng: wanting to just do a more traditional kind of team retro this week. So before we talk about specific projects and stuff.

19 00:06:53.911 00:07:02.318 Robert Tseng: yeah, I’m just gonna set a timer. We’re just gonna hover on the team retro section. We’ll go through what went well, what problems that we face learning some action items?

20 00:07:03.910 00:07:10.260 Robert Tseng: yeah. So I don’t. I want to keep it open, ended. You can write as anything as like nitty gritty to a specific

21 00:07:10.390 00:07:22.786 Robert Tseng: ticket you’re working on to any like macro observations. You know, of of things that have been going well or haven’t been going well on on this project overall.

22 00:07:24.180 00:07:26.910 Robert Tseng: yeah, I think our, I think

23 00:07:28.520 00:07:36.570 Robert Tseng: I mean, I’m not gonna bias it too much. I think I have some of my own reflections as well, so I will just leave it at that. And we’ll do some.

24 00:07:36.790 00:07:38.540 Robert Tseng: I’ll just like leave like

25 00:07:39.350 00:07:48.879 Robert Tseng: 5 min. For the yeah, you can do the what went well and what problems did we face? We’ll just do these 2 1st for top 5 min.

26 00:07:49.900 00:07:51.320 Robert Tseng: Okay, here we go.

27 00:08:24.494 00:08:28.289 Annie Yu: I’m having technical issue. How do I edit.

28 00:08:28.620 00:08:30.762 Robert Tseng: Oh, you can’t edit. Oh, sorry

29 00:08:31.630 00:08:33.720 Annie Yu: Or I can write, write something else.

30 00:08:35.140 00:08:36.279 Robert Tseng: Oh, okay, I just approved.

31 00:08:36.280 00:08:37.990 Annie Yu: Oh, okay. Cool.

32 00:08:37.990 00:08:40.849 Robert Tseng: Sorry. I think it was because it was your 1st time seeing the stuff.

33 00:08:40.850 00:08:41.319 Annie Yu: Okay.

34 00:10:10.820 00:10:11.600 Annie Yu: No.

35 00:12:22.430 00:12:25.250 Robert Tseng: We’re gonna add another minute. Sorry, I think I need another minute.

36 00:13:53.960 00:13:55.784 Robert Tseng: Okay, alright, we’ll just

37 00:14:00.260 00:14:02.510 Robert Tseng: do a few things.

38 00:14:03.740 00:14:07.010 Robert Tseng: Yeah. So first, st we’ll kind of just go through.

39 00:14:07.520 00:14:16.479 Robert Tseng: Yeah, we’ll just read through the things that went well, and then I’ll just kind of group them together and we’ll cover the problems. I I realize that you guys put some learnings there. I was. Gonna

40 00:14:16.920 00:14:21.889 Robert Tseng: talk about these 2 buckets first, st and then we can leave a little bit more time on

41 00:14:22.130 00:14:24.280 Robert Tseng: like brainstorming some solutions.

42 00:14:24.520 00:14:35.110 Robert Tseng: But anyway. So yeah, I think, I’ll just move these up.

43 00:14:39.770 00:14:48.080 Robert Tseng: Yeah, I mean, I think, definitely, yeah, we’re we’re in a you know. I think.

44 00:14:50.340 00:14:56.850 Robert Tseng: as far as client trust goes, I think we’re definitely doing better.

45 00:14:57.200 00:15:04.549 Robert Tseng: I mean, I I think we’re doing well like this is probably the client that we have the most trusted to be honest. So

46 00:15:05.217 00:15:13.359 Robert Tseng: just in terms of like how much access we have to anybody in the company leadership fully backs what we’re doing.

47 00:15:14.121 00:15:17.440 Robert Tseng: Yeah, like, there, I mean, sure, I think there’s other

48 00:15:17.560 00:15:23.220 Robert Tseng: like more tactical challenges that happen. But I think there’s

49 00:15:24.010 00:15:28.509 Robert Tseng: I mean I I don’t know. Maybe you guys don’t

50 00:15:29.690 00:15:37.889 Robert Tseng: I? I hope I yeah, I mean, I hope I’m not just being delusional. But I I think I think that overall things have definitely.

51 00:15:38.110 00:15:46.400 Robert Tseng: especially for a waste being on this client for a while like compared to what, how we were before I do. I do think that we’re in a we’re in a better spot.

52 00:15:46.520 00:16:16.050 Robert Tseng: So like I’m still trying to find the worst. Describe like what we’ve reached with this client to the point where they’ve really given us the keys to the car now, and we’re able to build their own roadmap. Yes, they have requests that come to us, but then we’re also able to proactively provide recommendations on like what we think we should be working on so. I think you know, I I want every client to kind of get to this place where we can have like a mix of both. So we’re not just

53 00:16:16.340 00:16:41.720 Robert Tseng: being report monkeys and just doing whatever that they’re asking. But there’s we have a seat at the table and actually get to transition to becoming more of an advisory like a true, a true consultant to the company. So that said, like, I don’t think that’s to be taken for granted. I think we need to. You know, now that we’ve earned that seat, I think we have. We have to. Yeah, just like, keep kind of pushing there. So

54 00:16:42.840 00:16:45.159 Robert Tseng: yeah, I think we have some outstanding

55 00:16:45.570 00:17:08.539 Robert Tseng: ideas definitely like with the whole roadmap that I put together here. Yeah, I think we have the opportunity to play more offense, I guess. Kind of how I would describe it. Where? Yeah, we’re making work stepping beyond what we’re asked to ask to do. And you know, trying to give a compelling reason for why we should be able to do it.

56 00:17:08.770 00:17:16.100 Robert Tseng: And then, I think, just like individual shout outs, Here, just I think I’ve kinda I’ll just put them there. I don’t need to read them out. You can read it for yourself.

57 00:17:16.579 00:17:20.752 Robert Tseng: That’s 4 times support. Thank you. Okay, yeah, I guess.

58 00:17:21.750 00:17:27.519 Robert Tseng: well, yeah, I mean, I I don’t think that’s yeah. And I think that’s just how this week went. But

59 00:17:28.750 00:17:35.130 Robert Tseng: okay, yeah, any anything else that you guys wanted to call out thing that wasn’t written on, or anyone respond to anything that was written here.

60 00:17:37.490 00:17:38.110 Awaish Kumar: Nope.

61 00:17:38.850 00:17:40.120 Robert Tseng: Oh, okay.

62 00:17:40.693 00:17:51.679 Robert Tseng: yeah, we’ll talk about some of the issues we face. Yeah, no. Pm, okay, yeah. I mean, I think acknowledging. Yeah, we don’t. We don’t have a cost with us. I think.

63 00:17:51.850 00:17:53.170 Robert Tseng: Yeah, that was.

64 00:17:53.900 00:18:04.980 Robert Tseng: I mean it is, it is what it is. I think we’re. I’m I’m I am comparing. Comparing myself to Akash is pretty pretty hard to do. So I I just

65 00:18:05.660 00:18:07.639 Robert Tseng: yeah, I think, go ahead.

66 00:18:07.640 00:18:11.440 Annie Yu: Is that still like a plan to bring.

67 00:18:12.700 00:18:16.515 Robert Tseng: Yeah, well, so I mean, basically, what happened was,

68 00:18:18.230 00:18:27.980 Robert Tseng: I think we needed to have like 2 Eden size clients for him to really be able to switch over full time. He didn’t want to do the the part time. Thing.

69 00:18:28.447 00:18:37.949 Robert Tseng: Yeah. And then I think, just the reality of like, no, there, like there is no other client that’s like, even right now. So yeah, I think it’s

70 00:18:39.140 00:18:51.480 Robert Tseng: I. We were hoping that there were, you know a couple of other ones would grow into that. But they just they just didn’t. So yeah, I think we’re. That’s that’s the main reason why, it’s a no, for now I think

71 00:18:51.590 00:19:06.274 Robert Tseng: we’re we’re gonna check in with him. I mean, once we have health insurance and stuff. So it’s like we. We told him we check in another 3 months or so, but for now he’s just staying put, he’s continuing to stay where he’s at. So

72 00:19:07.040 00:19:13.180 Robert Tseng: yeah, I mean, that’s that’s what happened. I think I but yeah, I know

73 00:19:14.420 00:19:17.456 Robert Tseng: I don’t. I don’t really have anything else to say other than that.

74 00:19:18.980 00:19:19.880 Annie Yu: Okay. Cool.

75 00:19:20.030 00:19:20.700 Robert Tseng: Yeah.

76 00:19:21.404 00:19:35.075 Robert Tseng: so yeah, I mean the meanwhile, we’re kind of just figuring out. Well, like, how do we run it with me as Pm. Or like doing something functionally as a Pm. But like not super traditional. I don’t think I can have put the same expectations on myself.

77 00:19:36.340 00:19:41.639 Robert Tseng: so I think I acknowledge that tickets for everything has been lagging behind like I don’t really

78 00:19:42.330 00:20:01.440 Robert Tseng: like. I kind of. I block off time for Eden every day. For me. It’s really like early mornings or late in the evenings, as you guys have been have seen. So in the mornings, I’m really trying to push on things, and, like I in preparation to run these standups like, I end up responding and catching up on a lot of stuff.

79 00:20:01.570 00:20:07.100 Robert Tseng: And then in the evenings before I go to bed. I usually go through and see if there’s anything I need to push on

80 00:20:07.541 00:20:21.029 Robert Tseng: throughout the day, like I try to jump on calls with the client if I need to. Because maybe we’re missing requirements or stuff. But yeah, it’s that’s that’s all I can really give. And so I think that’s where I’m

81 00:20:21.410 00:20:28.960 Robert Tseng: you know. I I’ve asked for the team to come to daily stand ups having, you know, you kind of keep

82 00:20:29.100 00:20:32.350 Robert Tseng: updates for your own tickets.

83 00:20:32.560 00:20:42.799 Robert Tseng: Also, like, if tickets need to be rewritten, or you need to split tickets like you need to do placeholders like I would appreciate if you just kind of split that out. I think a lot of kind of

84 00:20:43.050 00:20:50.139 Robert Tseng: created a ticket and assigned me to one like that’s totally fine like I can work with that. But if I’m like guessing

85 00:20:50.532 00:21:01.689 Robert Tseng: then, you know I like, I don’t. I don’t think I’m gonna end up being able to to stay on top of it all the time. So yeah, I’m like, I’m sorry. That’s the excuse. But like I think that’s

86 00:21:02.070 00:21:05.410 Robert Tseng: that to me is life. What

87 00:21:05.780 00:21:10.480 Robert Tseng: like? I think that’s yeah. I think that’s just the best that I can give right now. And

88 00:21:10.590 00:21:22.339 Robert Tseng: I I mean I I will. I will step in to like help anywhere. I think that’s what you guys are able to see, like I’m working the tickets myself as well. So like. It’s not like I’m not doing anything else. Client.

89 00:21:22.340 00:21:44.250 Robert Tseng: I think of anything I’m doing too much, which is why I can’t like perform any one function like, too too deeply. So. I’m like, I’m writing queries. I’m doing analysis. I’m doing pm, work. I’m meeting with stakeholders and like doing strategy stuff like I’m like, kind of touching everything. So as much as like I can

90 00:21:44.250 00:21:50.550 Robert Tseng: get more coverage. And we we bring in more redundancy. I think that’s important.

91 00:21:51.533 00:21:53.259 Robert Tseng: Especially since.

92 00:21:53.390 00:22:01.720 Robert Tseng: Yeah, like, I’m gonna be out for a week. Like starting 26th to the 30th

93 00:22:02.552 00:22:05.690 Robert Tseng: so I think like that’ll be

94 00:22:06.663 00:22:12.719 Robert Tseng: well, I guess we’ll well, I’m trying to get the team ready for for when I’m when I’m out. But like I think.

95 00:22:13.020 00:22:17.760 Robert Tseng: anyway, that’s that’s kind of the situation that we’re that we have to deal with now.

96 00:22:20.360 00:22:31.179 Robert Tseng: yeah, team getting stuck on escalations. I think that has something to do with blockers from clients and also slower development. Yeah, I mean, I wish, do you have anything you want to say about that?

97 00:22:33.820 00:22:37.240 Awaish Kumar: Ma’am. Yeah, like we have been stopped for marketing. What?

98 00:22:37.410 00:22:44.240 Awaish Kumar: Oh, for? For for a lot of like time we spend a lot of time waiting.

99 00:22:44.410 00:22:50.470 Awaish Kumar: and like I saw like like when we like when you added me to to this

100 00:22:50.910 00:22:52.590 Awaish Kumar: new channel. I think I don’t know

101 00:22:52.740 00:22:55.260 Awaish Kumar: like when we are trying to

102 00:22:55.870 00:23:01.389 Awaish Kumar: try to reach out to people and maybe send a reminder. Then they like respond

103 00:23:01.560 00:23:06.350 Awaish Kumar: quickly. Otherwise, like, if we just ask them in a meeting, and then

104 00:23:06.630 00:23:10.109 Awaish Kumar: again ask them in a next meeting, like they, they tend to forget.

105 00:23:11.520 00:23:12.120 Robert Tseng: Yeah.

106 00:23:12.810 00:23:21.880 Robert Tseng: yeah, I think that’s well, unfortunately, we’re never top of mind for them until it becomes really urgent. And that’s like, kind of frustrating part of like.

107 00:23:22.060 00:23:26.729 Robert Tseng: I mean, I don’t know about you wish. But I feel like this is the case for any data role like

108 00:23:27.220 00:23:28.540 Robert Tseng: we.

109 00:23:30.210 00:23:32.430 Robert Tseng: Yeah, there’s there’s a balance of like.

110 00:23:35.710 00:23:43.559 Robert Tseng: yeah, once we get the sponsor to like support what we’re doing.

111 00:23:43.680 00:23:47.495 Robert Tseng: we have to own the escalation like

112 00:23:48.800 00:24:02.300 Robert Tseng: if if we’re slow to act. And if people aren’t responding, we’re gonna get blamed for it. And I think that’s where I try to support the team a lot of the time at least, I’ll be able to tell you who to ask, or I’ll ping Josh and like, and things, and

113 00:24:02.530 00:24:07.780 Robert Tseng: you know as much as we can do more of that, Async. I think that’s better.

114 00:24:09.146 00:24:12.080 Robert Tseng: I feel like the rhythm right now is just

115 00:24:12.690 00:24:20.860 Robert Tseng: stand up comes, we say, like, Hey, like so and so didn’t respond this past day and like to me. That’s like not enough

116 00:24:21.441 00:24:37.209 Robert Tseng: there were other ways that you could have gotten that person’s attention. You can add me in slack. And tell me, Robert, I need you to tag this person on this message, or something like I, or like you can go to. Now you have the relationship directly with the stakeholder. You can just add them.

117 00:24:37.648 00:24:57.300 Robert Tseng: Yeah, I think we should at least be hitting them with a daily message. That’s relevant to like the work that you’re doing. So like I, you know, I think in an enterprise role like you would have like a full time dedicated project manager. That’s just doing that for you as the engineer. But, like.

118 00:24:57.420 00:25:04.099 Robert Tseng: I think we all kind of have to own our own projects. I guess at this point. So like

119 00:25:04.420 00:25:18.869 Robert Tseng: I, I will like I that’s that’s where I feel like I I try to support the most and getting people unblocked. But you know, if if you need to go direct with someone, because I’m not like available either, then I think we need to do that.

120 00:25:21.000 00:25:23.560 Robert Tseng: Okay, yeah. And then.

121 00:25:25.030 00:25:28.040 Awaish Kumar: I added it as a learning like that

122 00:25:28.160 00:25:30.930 Awaish Kumar: we we can actively check in with the

123 00:25:31.280 00:25:34.999 Awaish Kumar: with the stakeholders directly, and get things moving.

124 00:25:35.790 00:25:36.470 Robert Tseng: Okay.

125 00:25:37.330 00:25:48.737 Robert Tseng: yeah, I think that’s you know, I’m gonna basically turn our learnings. And I’m gonna make them. I’m gonna turn them into message. And I’m gonna slack. I’m gonna send it to our internal slack as like things that we need to do moving forward. So

126 00:25:49.280 00:25:53.027 Robert Tseng: yeah, the last thing here is like team coverage. Seems too siloed.

127 00:25:53.640 00:26:01.699 Robert Tseng: yeah, I think I’ll just. I think I’m I’m a bit anxious that like, yeah, when I’m gone for that week. We’re gonna

128 00:26:02.900 00:26:11.750 Robert Tseng: like, we’re gonna get stuck because, like, you know, oasis knows everything. Marketing data owns everything product data.

129 00:26:11.870 00:26:20.770 Robert Tseng: Annie now has at least touched most of the different reports. And you know, maybe there’s it’s just like A, you know, if she has any. If there are any maintenance questions, you’ll be able to handle it.

130 00:26:21.970 00:26:29.939 Robert Tseng: so yeah, I mean, I I think, like the whole point of like instituting this roadmap was to get us to have more.

131 00:26:30.526 00:26:37.839 Robert Tseng: Everyone’s thinking a bit more end to end about like how their work supports these initiatives. I

132 00:26:37.990 00:26:52.150 Robert Tseng: I think I made this announcement earlier this week, and I don’t think there’s necessarily been practical conversation about how we’re orienting tickets to towards this. So I think this is still like kind of an issue that’s on my mind. And I’m still thinking about how to best.

133 00:26:52.940 00:26:59.080 Robert Tseng: like, yeah, yeah, how to bounce how to best like.

134 00:26:59.750 00:27:07.340 Robert Tseng: get us on the same page here. So I don’t have a solution yet. I think that’s just a problem that I’m I’m putting out there.

135 00:27:08.830 00:27:19.980 Robert Tseng: Okay, so I think, with that in mind. We’ll just kind of keep moving a couple of learnings. Yeah, we don’t have to necessarily do record a time. We can just kind of talk through it, and I can notetake

136 00:27:20.370 00:27:25.519 Robert Tseng: I know we already put a couple of learnings here, so we can just keep talking through these things

137 00:27:26.395 00:27:30.680 Robert Tseng: over communicating under and internal, internally and externally.

138 00:27:30.890 00:27:38.659 Robert Tseng: Yeah, I mean, I guess, what? What are, what are some practical ways? Do we think that we can be doing this more like, what are some reasonable expectations

139 00:27:46.300 00:27:48.090 Robert Tseng: like? What does this look like, you know?

140 00:27:50.284 00:27:56.605 Annie Yu: I would say. Sometimes we do put updates in the tickets.

141 00:27:58.040 00:28:04.980 Annie Yu: and then I think, in addition to that, if it’s something like more urgent it’s but

142 00:28:05.270 00:28:12.489 Annie Yu: at least I think it’s and I think people have been doing that like just putting like a note in slack.

143 00:28:12.840 00:28:13.220 Robert Tseng: Yeah.

144 00:28:13.220 00:28:16.880 Annie Yu: Add someone like. I added some comments.

145 00:28:17.580 00:28:21.030 Annie Yu: and then also added, like more explanation, if needed.

146 00:28:22.020 00:28:25.280 Robert Tseng: Yeah, okay.

147 00:28:25.897 00:28:31.050 Robert Tseng: so yeah, I think definitely on the internal side that helps. Externally, what about what do we think about

148 00:28:31.150 00:28:32.249 Robert Tseng: with the client

149 00:28:35.670 00:28:40.840 Robert Tseng: like. Do you all know? Do you all feel like you know who to add on the client side, and like in which channels.

150 00:28:42.120 00:28:43.865 Annie Yu: No, no.

151 00:28:44.550 00:28:45.150 Robert Tseng: Yeah.

152 00:28:47.180 00:28:47.959 Annie Yu: And I think that’s

153 00:28:47.960 00:28:52.786 Annie Yu: if we don’t know, we can always add, Josh, is that is that the way to go.

154 00:28:53.070 00:29:02.637 Robert Tseng: Yeah, I think that’s basically what I’m gonna tell Josh and be like, Look when I’m out for the week. I’m just gonna have my team at you if they don’t know who to add, and you and you go and text someone

155 00:29:03.100 00:29:25.272 Robert Tseng: but generally we should be kind of revisiting like the stakeholders. Right? So I think if anything, maybe I should be doing this more regularly, or like having done an actual session with the team on like, who are all these different people? I never mapped it out like, I never walk through this like crazy diagram with you guys. But maybe I will do that. I could record a

156 00:29:30.330 00:29:42.030 Robert Tseng: record, a video mapping out who to go to, for which, like, what type of requests or like.

157 00:29:42.450 00:29:46.680 Robert Tseng: okay, who who the Smes are on the client side.

158 00:29:47.227 00:29:53.450 Robert Tseng: Like. From from my perspective, I have. I know there’s a lot of noise in the general analytics channel.

159 00:29:53.720 00:30:00.059 Robert Tseng: But to me, there’s marketing analytics. There’s member member experience which I’m actually gonna

160 00:30:03.370 00:30:05.019 Robert Tseng: collapse, that I’m leaving, that

161 00:30:05.190 00:30:11.329 Robert Tseng: we have member experience. We have marketing. We have farm Ops. We have products like those are really good. So that’s like.

162 00:30:11.490 00:30:22.149 Robert Tseng: cutter. And yeah, cutter is the main person for products. And then Rebecca is the main person for pharmacy. Mattesh is the main person for marketing. So

163 00:30:23.000 00:30:27.400 Robert Tseng: yeah, I feel like those are the only 3 that you really will need to talk to generally

164 00:30:27.640 00:30:34.120 Robert Tseng: like the people that at me, for all this other stuff like it’s not really that important. I would say so.

165 00:30:36.270 00:30:40.189 Robert Tseng: Yeah, I guess I could probably make that a bit clearer to the team.

166 00:30:42.590 00:30:48.330 Robert Tseng: Okay, anything else other than communication things that we think we could do better.

167 00:31:03.970 00:31:08.399 Robert Tseng: okay? I mean, no problem. I mean, if I can, just, I’m gonna make this

168 00:31:09.340 00:31:18.299 Robert Tseng: suggestion, then it’s just to yeah, everyone updates their own tickets daily

169 00:31:20.045 00:31:23.020 Robert Tseng: at minimum need to leave.

170 00:31:24.280 00:31:28.319 Robert Tseng: Leave a comment and update status.

171 00:31:31.240 00:31:40.859 Robert Tseng: I will every morning still go through it, anyway. But it’s just more helpful if I like pop into a ticket. And I see that something got action on or something.

172 00:31:42.060 00:31:56.780 Robert Tseng: Also create so or yeah, create new tickets or tasks if they’re not appropriately assigned or labeled.

173 00:31:58.460 00:32:08.659 Robert Tseng: Yeah, okay, so I think those are really my 3 main expectations. I think we can have that I’m I’m cool. Anything else that I missed. There we can move on, if not.

174 00:32:11.250 00:32:12.260 Annie Yu: Sounds good.

175 00:32:12.720 00:32:13.340 Robert Tseng: Okay.

176 00:32:14.180 00:32:26.159 Robert Tseng: cool. So yeah. I mean, I’m hoping to like, kind of do this more regularly weekly. So I mean, it’s not always going to be like the same topics, or whatever but you know, at least this was kind of what was on hand.

177 00:32:28.300 00:32:38.529 Robert Tseng: yeah, I think with the remaining time. We’ll just kind of follow up on a few things that I think needed to keep moving. So

178 00:32:38.800 00:32:40.010 Robert Tseng: I guess.

179 00:32:41.810 00:32:43.152 Robert Tseng: Yeah, I think

180 00:32:49.760 00:32:51.739 Robert Tseng: Mattesh, Mattesh, Mattesh, Mattesh.

181 00:32:51.990 00:32:52.850 Robert Tseng: Okay.

182 00:32:53.200 00:33:00.000 Robert Tseng: yeah. So, Annie, I think this message seemed to have gone received. Well, so I think we have the green light to go and do this

183 00:33:00.110 00:33:01.689 Robert Tseng: cohort-based heat map.

184 00:33:02.228 00:33:04.739 Robert Tseng: I don’t know if you got a chance to see that.

185 00:33:05.340 00:33:09.010 Annie Yu: So that means we and I did

186 00:33:09.790 00:33:18.760 Annie Yu: leave this comment yesterday with kind of like a mock up table. So I look into the models that we have, and I, I do believe that we we will

187 00:33:19.380 00:33:21.319 Annie Yu: have to do some modeling work.

188 00:33:21.900 00:33:30.420 Robert Tseng: Okay, so we’ll need to add add data model, do support

189 00:33:31.330 00:33:38.280 Robert Tseng: cohort based life cycle. Wait what cohort based. Ltv reporting.

190 00:33:41.990 00:33:48.420 Robert Tseng: So I’m gonna I’m I’m obviously I’m assigning it to Dave a lot of

191 00:33:51.400 00:33:52.360 Robert Tseng: And

192 00:34:00.670 00:34:02.409 Robert Tseng: I set it for

193 00:34:11.489 00:34:18.580 Robert Tseng: related to ask, think with Annie to align on what

194 00:34:18.800 00:34:20.690 Robert Tseng: needs to go into this model?

195 00:34:21.020 00:34:21.699 Robert Tseng: Okay.

196 00:34:22.750 00:34:28.409 Annie Yu: And one thing about this, I I wanna call out, I did write this. And I just wanna make sure we are

197 00:34:28.920 00:34:37.379 Annie Yu: like aligned and okay with this. So for this one, when calculating cumulative revenue, I did know that

198 00:34:37.830 00:34:45.730 Annie Yu: we are not just calculating the same. The revenue from the initial product people purchased so.

199 00:34:45.739 00:34:48.959 Robert Tseng: Correct. Yeah, it includes any any product that they could have purchased.

200 00:34:48.960 00:34:49.900 Annie Yu: Yeah, yeah.

201 00:34:50.199 00:34:53.769 Robert Tseng: Yeah, yeah, that’s that’s correct.

202 00:34:56.429 00:34:57.099 Annie Yu: Okay.

203 00:34:58.019 00:35:03.469 Robert Tseng: Okay, yeah. So then I’ll create one more ticket. That’s basically like, build out the

204 00:35:06.949 00:35:17.849 Robert Tseng: the lab cohort, Vietnam or Ltp, use it to update the.

205 00:35:32.349 00:35:33.899 Robert Tseng: you know. Explain the dash.

206 00:35:36.418 00:35:39.309 Robert Tseng: Yeah, I mean, I will.

207 00:35:50.970 00:35:58.309 Annie Yu: So that probably means just thinking out loud. We we could have like 2 of that charts, and one is showing cumulative

208 00:35:59.109 00:36:09.050 Annie Yu: revenue, and one is more so. The cumulative revenue to cac ratio.

209 00:36:09.510 00:36:10.910 Annie Yu: Does that make sense.

210 00:36:11.990 00:36:15.419 Robert Tseng: Oh, I see. Like 2 charts for that. Yeah, yeah.

211 00:36:15.773 00:36:17.540 Annie Yu: Think that makes sense. Okay.

212 00:36:19.660 00:36:23.620 Robert Tseng: You are! You have seen our like retention dashboards right.

213 00:36:23.770 00:36:24.980 Annie Yu: Yeah, yeah.

214 00:36:24.980 00:36:27.420 Robert Tseng: So it’s it’s gonna look something similar to that.

215 00:36:27.650 00:36:28.670 Annie Yu: Yeah, okay.

216 00:36:29.210 00:36:29.830 Robert Tseng: Okay.

217 00:36:33.610 00:36:40.089 Robert Tseng: okay, cool. Yeah. And any, I think that gives you kind of like that. Next next step, I think. Beyond that.

218 00:36:40.200 00:36:43.090 Robert Tseng: the medium term is, is there as well. I think

219 00:36:43.280 00:36:47.820 Robert Tseng: once we ship the short term one, we can revisit and and talk about this. Right? So

220 00:36:50.440 00:36:57.540 Robert Tseng: I think this is still just like a updates.

221 00:36:59.120 00:37:00.580 Robert Tseng: Or, Yeah.

222 00:37:03.710 00:37:04.450 Robert Tseng: okay.

223 00:37:14.290 00:37:17.609 Robert Tseng: this is not ready for development yet.

224 00:37:20.030 00:37:22.479 Annie Yu: I think you picked ready for development.

225 00:37:24.210 00:37:25.420 Robert Tseng: Oops. Yeah.

226 00:37:36.890 00:37:42.359 Robert Tseng: okay, I mean, I’m just. I’m just creating an issue for now. Just so we can kind of come back to this. So.

227 00:37:49.430 00:37:51.550 Robert Tseng: hey, visit? Yeah.

228 00:37:51.690 00:37:54.939 Robert Tseng: Yeah. Work on this after the

229 00:37:58.790 00:38:08.209 Robert Tseng: oh, man, like after the other ticket. I wish I could just like reference what? It was.

230 00:38:08.490 00:38:09.800 Robert Tseng: Okay, I don’t.

231 00:38:10.790 00:38:13.519 Robert Tseng: This is such. So quickly after the

232 00:38:16.090 00:38:22.269 Robert Tseng: the cohort based heat map. Ltb, update. Okay?

233 00:38:24.480 00:38:31.379 Robert Tseng: Okay? And then, yeah. So something that I?

234 00:38:33.160 00:38:38.460 Robert Tseng: Oh, yeah, any anything else on on your end that you wanted to talk through? I think he already

235 00:38:38.810 00:38:39.610 Robert Tseng: yeah.

236 00:38:40.118 00:38:45.199 Annie Yu: Starting with that that personalized for Rebecca, I think

237 00:38:45.770 00:38:51.720 Annie Yu: so far we don’t have any more action items. But I think one thing to clarify. I just realized

238 00:38:52.280 00:38:53.759 Annie Yu: how you said like

239 00:38:54.060 00:39:03.310 Annie Yu: cutter is for product, and then because for pharma. But for that personalized section, I put it under that product drill down dashboard.

240 00:39:03.620 00:39:06.730 Annie Yu: So is that, okay.

241 00:39:08.310 00:39:11.937 Robert Tseng: I think that’s why I was a bit confused. Probably last time.

242 00:39:12.770 00:39:13.240 Annie Yu: Cause she.

243 00:39:13.240 00:39:13.730 Robert Tseng: Honestly.

244 00:39:13.730 00:39:17.650 Annie Yu: So does that mean she never uses that dashboard, really? She just.

245 00:39:17.650 00:39:29.760 Robert Tseng: Yeah, that’s not really her dashboard. So I I think there’s like an education piece here, too, like, I don’t think Rebecca has never worked with a data team before. So I don’t think she’s ever seen real dashboards just run her

246 00:39:29.870 00:39:43.650 Robert Tseng: entire career off of Google sheets. So like, I don’t really think whatever you tell her to use she will try to use, but she doesn’t really understand like how to use it. So I think whereas cutter is very different. He’s like he knows

247 00:39:43.820 00:39:52.316 Robert Tseng: he’s very, very specific about what he wants to the point that, like he doesn’t really give us much room to like. Tell him how else it should be done.

248 00:39:53.610 00:39:59.900 Robert Tseng: yeah. So I mean, I think this is just part of the as you get to know these stakeholders, you’ll you’ll get to know them better.

249 00:40:03.170 00:40:08.720 Robert Tseng: yeah. So I know you added it to the product. Drill down dash, which is fine. I think this is.

250 00:40:08.720 00:40:22.910 Annie Yu: Told her she could use that is personalized filter on the very top, because I thought she was gonna track like revenue, too. So this. But yeah, now, I just realized that might be

251 00:40:23.550 00:40:25.525 Annie Yu: a little too too much.

252 00:40:27.150 00:40:32.959 Robert Tseng: Yeah, I think that’s okay. We can just leave it as is. She uses.

253 00:40:32.960 00:40:34.829 Annie Yu: Is it the order, journey! Dashboard.

254 00:40:34.830 00:40:36.869 Robert Tseng: Yeah, this is the one that she gave me.

255 00:40:39.790 00:40:42.450 Annie Yu: Yeah for this one. I don’t think

256 00:40:42.970 00:40:51.150 Annie Yu: or if you think it makes more sense to move. But I feel like, if yeah.

257 00:41:02.210 00:41:07.839 Robert Tseng: honestly, okay, with her going like having like, it doesn’t really make sense to move it over here.

258 00:41:07.840 00:41:10.170 Annie Yu: Yeah, that’s that’s why I think.

259 00:41:11.580 00:41:16.589 Robert Tseng: Yeah, it’s fine, like, however, use the same use. Use the same dashboard. I think this is fine.

260 00:41:23.730 00:41:27.060 Robert Tseng: What was her specific feedback? I forgot off top of my head.

261 00:41:28.780 00:41:32.280 Annie Yu: Just the null and the pharmacy naming.

262 00:41:41.820 00:41:44.859 Robert Tseng: Okay. I think she says it’s fine, right? She can just filter it. So.

263 00:41:44.860 00:41:45.510 Annie Yu: Yeah.

264 00:41:46.100 00:41:46.740 Robert Tseng: Okay.

265 00:41:52.430 00:41:53.220 Robert Tseng: Cool.

266 00:42:00.560 00:42:06.489 Annie Yu: But then question is, will color be okay if he sees this section.

267 00:42:08.610 00:42:22.140 Robert Tseng: Yeah, I mean, we’ll just tell him that like, hey, we push a change to the dashboard that like, impacted Rebecca. Seems like it’ll help you, too, like I I think you know, if you don’t mind. I mean, I don’t think you’ve worked with him specifically, but

268 00:42:22.480 00:42:25.209 Robert Tseng: I think you’re in this channel as well.

269 00:42:25.440 00:42:30.800 Robert Tseng: Yeah, if you could draft the message to him and just be like, Yeah, like.

270 00:42:31.410 00:42:41.320 Robert Tseng: Hey, we push this change. It was for Rebecca, but thought it’d be helpful to kind of add to your dashboard as well as you’re like testing these new like like plans and whatever like.

271 00:42:41.792 00:42:48.780 Robert Tseng: Yeah, just just kind of re share. I I think we should just cross cross share the update to him.

272 00:42:49.290 00:42:50.349 Annie Yu: Yeah, okay.

273 00:42:50.710 00:42:51.320 Robert Tseng: Okay.

274 00:42:52.050 00:42:58.700 Robert Tseng: yeah. So if you don’t mind drafting that message, you can have me review it. And then I just want you to feel comfortable with sending it to them, because

275 00:42:59.030 00:43:02.110 Robert Tseng: there will be a week when I’m not there. So

276 00:43:04.870 00:43:14.060 Robert Tseng: okay, so that’s that. Yeah, I know. I think we only have 5 min, and I don’t. We don’t need to talk about them a lot of these piece for now, I think. For

277 00:43:14.380 00:43:16.505 Robert Tseng: a wish. Yeah, I think.

278 00:43:20.080 00:43:26.379 Robert Tseng: I know that you’ve been kind of like stuck waiting on some stuff from the clients. Yeah, I don’t think the tagging work is done.

279 00:43:27.010 00:43:28.519 Robert Tseng: Yeah, I feel like I’m just

280 00:43:28.780 00:43:31.670 Robert Tseng: constantly having to field questions about this.

281 00:43:31.900 00:43:41.320 Robert Tseng: But I think one thing that I had started you on mixed panel J. For web traffic investigation. I was like trying to catch you up on like this

282 00:43:41.470 00:43:42.940 Robert Tseng: thread. I guess.

283 00:43:45.160 00:43:59.640 Robert Tseng: I mean, you can feel free to read read it. But basically, the the team has been freaking out about like, why Google analytics is different from mixed panel. I gave my final answer here this morning after they tagged me like

284 00:43:59.780 00:44:01.919 Robert Tseng: a million times in the past week.

285 00:44:03.168 00:44:14.440 Robert Tseng: This was my response to this situation. Basically, mixed battle does not equal G 4,

286 00:44:15.160 00:44:17.320 Robert Tseng: and you have to live with that?

287 00:44:19.710 00:44:22.982 Robert Tseng: Yeah. So I mean, I think there.

288 00:44:26.010 00:44:32.250 Robert Tseng: I’m like struggling a bit on the marketing and brand analytics side. I feel like they’re just like

289 00:44:33.220 00:44:39.929 Robert Tseng: they’re not. As obviously yeah, they don’t. They’re not as cooperative with us as with

290 00:44:40.410 00:44:45.620 Robert Tseng: as with the other data. And so I’ve been struggling to kind of bring you into things, because

291 00:44:46.240 00:44:54.169 Robert Tseng: I feel like we’re just asking the same questions over and over again. We’re like offering suggestions. They’re not implementing it. And we’re just like stuck in this loop.

292 00:44:55.654 00:44:56.389 Robert Tseng: So

293 00:44:57.040 00:45:07.539 Robert Tseng: like, I, yeah, I don’t. I don’t really know. Like, even with corral, like, I started that trial with them. Got them into that new tool, you know. Did the data modeling and everything?

294 00:45:07.820 00:45:10.749 Robert Tseng: They don’t want to move forward corral. They want to turn it off.

295 00:45:11.150 00:45:22.978 Robert Tseng: So I just feel like the marketing analytics side has just like been running into a bunch of walls because they’re just so indecisive and not very helpful for us. So

296 00:45:23.480 00:45:48.669 Robert Tseng: yeah, I mean, that’s that’s the those are the stakeholders that I’m like most worried about. And maybe I just need to spend some time over the weekend thinking about like how to integrate us better there. But I think that’s why the work coming to you has been so like sporadic on this side of the house. It’s not that there wasn’t more stuff to do. It’s just that we are stuck like you pointed out. So I I’m not. I’m not really sure what what to do about it right now.

297 00:45:54.000 00:45:54.660 Robert Tseng: Yeah,

298 00:45:56.430 00:46:03.720 Awaish Kumar: In on the bask side like like, do you have any contact like?

299 00:46:04.725 00:46:08.190 Awaish Kumar: Like I have been. I was trying to understand

300 00:46:08.360 00:46:11.950 Awaish Kumar: bus endpoints which, like you, mentioned that

301 00:46:12.180 00:46:18.440 Awaish Kumar: we are reading data and segment from the box server directly, right.

302 00:46:19.060 00:46:19.700 Robert Tseng: Yeah.

303 00:46:20.580 00:46:22.907 Awaish Kumar: Yeah, I was trying to understand that.

304 00:46:23.380 00:46:26.280 Awaish Kumar: So maybe if I log into the bask

305 00:46:26.820 00:46:30.960 Awaish Kumar: is like, do they have any dogs or something.

306 00:46:31.850 00:46:34.570 Awaish Kumar: We can see those endpoints right that.

307 00:46:35.320 00:46:38.080 Awaish Kumar: and understand, like what this. And

308 00:46:38.480 00:46:44.310 Awaish Kumar: maybe there are any extra endpoints which through which we can get some more information.

309 00:46:44.770 00:46:49.400 Robert Tseng: Yeah, so maybe you could. Yeah, I mean, here’s you know they have. They don’t.

310 00:46:51.490 00:46:56.290 Robert Tseng: My understanding is that we don’t. They don’t have like

311 00:46:56.460 00:46:58.820 Robert Tseng: oh, man, everything is gated here.

312 00:47:03.270 00:47:09.049 Awaish Kumar: But are they like as a product like, I’ve been trying to Google them. I haven’t really find any

313 00:47:10.330 00:47:13.330 Awaish Kumar: like links to to this platform.

314 00:47:13.550 00:47:15.290 Awaish Kumar: Is it? Is it not popular.

315 00:47:15.830 00:47:20.657 Robert Tseng: It’s not. It’s it’s a really like, not great platform.

316 00:47:21.480 00:47:26.429 Robert Tseng: and that’s why they’re building their own erp to get off of bask, which that’s gonna happen.

317 00:47:26.650 00:47:34.430 Robert Tseng: June to July. I mean, yeah, they have technical docs and everything. I feel like this is all misleading. They they don’t actually have an Api

318 00:47:34.962 00:47:41.510 Robert Tseng: it’s just like this weird, bad web web hook thing. And there’s not much documentation, which is why everything is kind of just like

319 00:47:41.640 00:47:53.819 Robert Tseng: siloed into this one slack channel we have with them. You can see that like the past 10 days. It’s only me and Demote like asking for stuff, and they don’t. They don’t respond with anything.

320 00:47:54.718 00:48:00.019 Robert Tseng: So it’s a known like frustration that this is like what we’re working with.

321 00:48:00.420 00:48:24.650 Robert Tseng: I wonder if it would be more helpful for you to just connect you with the new with the engineering team that’s building out the New Erp, and then you can help kind of just weigh in, make some decisions on, like, how you want the data coming in. So like, I wonder if that’s like where we should shift the time like I don’t want to send you down the rabbit hole to learn all this stuff about Bask, and then we’re moving off bask in a month, you know.

322 00:48:25.740 00:48:27.850 Awaish Kumar: Okay, yeah, yeah. So that’s.

323 00:48:27.850 00:48:48.270 Robert Tseng: Something I’m I’m gonna I’ll talk to Josh today. I’ll tell him what I feel like is blocking us on the marketing side and like. Just suggest that I think it’d be more helpful to have you kind of be like, more closely integrated with the with the new build out of the of the Erp system. So

324 00:48:48.450 00:48:56.009 Robert Tseng: Demo A has everything else on hand like handled in terms of like product hierarchy.

325 00:48:56.150 00:49:04.423 Robert Tseng: I kind of filtering through existing vast data. I’ve kind of got some coverage on the segment and and Gtm side. So,

326 00:49:05.010 00:49:06.410 Robert Tseng: yeah, I guess. Like.

327 00:49:07.230 00:49:17.530 Robert Tseng: yeah, between you helping cover me when I’m out on the Dtm side. If there’s anything we need to do there. And the new Erp stuff.

328 00:49:17.850 00:49:22.140 Robert Tseng: Yeah, I guess. Yeah, that’s that’ll be my biggest.

329 00:49:22.800 00:49:25.590 Robert Tseng: both like point of focus to try to

330 00:49:25.710 00:49:34.070 Robert Tseng: get you more clarity on, like, where you fit into this moving forward. Because, yeah, I do think that it’s not really been

331 00:49:34.340 00:49:36.000 Robert Tseng: very consistent for you.

332 00:49:38.349 00:49:44.490 Awaish Kumar: Yes, sure, like, we can work on that, because while they are developing the platform

333 00:49:44.840 00:49:50.049 Awaish Kumar: like, they need to build the these web hooks basically for us because of

334 00:49:50.580 00:49:56.529 Awaish Kumar: because, like, we have to get the like orders in real time into our data warehouse.

335 00:49:57.010 00:50:02.129 Awaish Kumar: And we can define like the schemas and things so like. We need this

336 00:50:02.290 00:50:06.339 Awaish Kumar: from this web book and reading this and that things like that.

337 00:50:06.850 00:50:07.610 Robert Tseng: Okay.

338 00:50:08.900 00:50:16.369 Awaish Kumar: So like, maybe from existing ones, and then copy from existing ones, and then

339 00:50:16.892 00:50:22.950 Awaish Kumar: try to improve it in the ways we want it to be and share those team was with the team.

340 00:50:23.180 00:50:29.080 Awaish Kumar: Maybe that could be one of the things that then then they will implement those web books for us.

341 00:50:29.920 00:50:31.949 Robert Tseng: Yeah, no, that that makes sense.

342 00:50:33.740 00:50:36.140 Robert Tseng: Okay, I mean, yeah. So there’s like a couple.

343 00:50:36.280 00:50:47.769 Robert Tseng: So I mean, I know we ran over. So I want to just like, kind of quickly summarize that we can get off this call. So yeah, definitely what you’re talking about there. Yeah. Knowing the schema for the new Erp.

344 00:50:47.890 00:50:52.289 Robert Tseng: I’ve mentioned to you before. We’re evaluating whether or not we’re gonna keep segments.

345 00:50:52.490 00:51:01.779 Robert Tseng: There’s like a couple of things in flight that I’m trying to do to get to that decision. I would love you to be kind of like the counterpart and making that technical decision.

346 00:51:02.272 00:51:08.227 Robert Tseng: So, yeah, that’s why this segment and Gtm, work is all kind of like relevant there.

347 00:51:09.030 00:51:12.770 Robert Tseng: yeah, I haven’t really figured out how to collaborate with you

348 00:51:13.000 00:51:42.050 Robert Tseng: there? I mean you can. I just have a bunch of open tickets that are that of things that I’ve investigated. I pointed it out. I’ve studied customer. I/O. I’ve studied segment. I’ve rebuilt the tracking plan like I’ve I’ve been doing like the preparation work to kind of like. Get a level of abstraction away from like the current system. But yeah, I think you know, I’ve kind of. I think I’m good at like pulling all the different pieces of information together that I think we need.

349 00:51:42.493 00:51:56.580 Robert Tseng: I’m not very good at taking the decision, like using the information that we have. And then being to say, like, okay, this is sufficient enough for us to make the right decision. So I think that’s kind of where I would like to.

350 00:51:57.380 00:51:59.733 Robert Tseng: I would like some help with that.

351 00:52:00.440 00:52:17.770 Robert Tseng: so I think I will put together like a more of a readout for you, of like everything that I’ve looked into, all the information that I’ve gathered. I’ll give you my kind of perspective so far. And then, like, I think we just need to collaborate on a doc or something, so that we can keep this moving forward.

352 00:52:19.600 00:52:21.430 Awaish Kumar: Yeah. Okay. Sure.

353 00:52:21.860 00:52:22.570 Robert Tseng: Okay?

354 00:52:23.260 00:52:33.039 Robert Tseng: Cool cause. Yeah, if we end up pulling the trigger and turning off segment, we’re gonna have to turn on a new, a new system. And it’s gonna lead to this whole other like span out of new work. So.

355 00:52:33.890 00:52:35.130 Awaish Kumar: But yeah.

356 00:52:37.080 00:52:46.709 Awaish Kumar: I I don’t think we we if we, if we don’t use segment, then we need to use something else. But we still need a tool which reads web books.

357 00:52:48.450 00:52:53.049 Awaish Kumar: Yeah, a data warehouse directly does not read

358 00:52:53.210 00:53:05.170 Awaish Kumar: from webbooks. So we need still need some in like the middle year, which basically going to read from the like, accept the web books and sends their data to warehouse.

359 00:53:05.650 00:53:05.980 Robert Tseng: Yeah.

360 00:53:05.980 00:53:07.969 Awaish Kumar: Every segment can be anything else.

361 00:53:09.100 00:53:16.479 Robert Tseng: Yeah. The main tool I’m evaluating is called rudder stack. But I will. I will share all this stuff with you later.

362 00:53:17.010 00:53:25.013 Robert Tseng: yeah, I’ve I’ve talked to rudder stack. I’ve talked to high touch. I’ve talked to and particle. I’ve talked to a bunch of vendors in the past couple of weeks.

363 00:53:25.520 00:53:28.640 Robert Tseng: yeah, okay. But anyway, I will.

364 00:53:29.550 00:53:34.227 Robert Tseng: Yeah, that’s that’s what I need to do to to kind of keep this going. Alright.

365 00:53:34.640 00:53:41.700 Robert Tseng: thanks. Everyone. I know that was like a lot to cover in less than an hour. Alright. Well.

366 00:53:42.040 00:53:44.480 Robert Tseng: thanks and talk to you. Monday.

367 00:53:44.480 00:53:45.710 Annie Yu: Yeah. Thanks.