Meeting Title: CDP Implementation Weekly Planning Date: 2025-07-07 Meeting participants: Robert Tseng, Awaish Kumar, Fireflies.ai Notetaker Joshua, Josh’s iPad, Demilade Agboola, Cutter Streeby, Annie Yu


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1 00:01:49.310 00:01:50.430 Josh’s iPad: What’s up?

2 00:01:53.080 00:01:53.830 Robert Tseng: You guys.

3 00:02:01.830 00:02:03.870 Josh’s iPad: We’re making moves this week.

4 00:02:05.020 00:02:08.869 Robert Tseng: Yeah, I mean, this is it’s gonna be a pretty busy week.

5 00:02:11.180 00:02:14.639 Josh’s iPad: Yeah, it is. I’m ready for it. Hope you’re ready for it.

6 00:02:16.840 00:02:19.989 Robert Tseng: Yeah, I mean, I think the the Cdp stuff should

7 00:02:20.270 00:02:24.780 Robert Tseng: I mean, we’re gonna make the decision by the end of the week. So we have a lot of

8 00:02:25.070 00:02:31.119 Robert Tseng: like that’s that’s where most of my time is gonna go through like I mentioned last week. So.

9 00:02:31.920 00:02:32.630 Josh’s iPad: Go.

10 00:02:32.960 00:02:33.600 Robert Tseng: Yeah.

11 00:02:35.810 00:02:36.390 Cutter Streeby: I understand.

12 00:02:36.620 00:02:37.140 Cutter Streeby: Click.

13 00:02:37.140 00:02:37.550 Robert Tseng: Oh, yeah.

14 00:02:37.550 00:02:43.160 Cutter Streeby: Robert, before you get into it. I sent it to you in slack. Just the description.

15 00:02:43.160 00:02:43.640 Robert Tseng: Yeah, I saw.

16 00:02:44.220 00:02:47.560 Cutter Streeby: What is that? Am I close to what that means?

17 00:02:48.010 00:02:55.370 Robert Tseng: Yeah, I I think you’re right. But I just had. I just had Andy just verify because something did like the

18 00:02:56.080 00:03:03.299 Robert Tseng: the percentage seemed seemed lower than I thought. So. I just wanted to verify that before I confirm with you.

19 00:03:04.640 00:03:09.410 Cutter Streeby: Cool man. If you wanna get back to me, cause then I can use it kind of as a gauge for

20 00:03:09.880 00:03:15.589 Cutter Streeby: renewal, like order renewals that are probably coming up, and, like future revenue.

21 00:03:15.940 00:03:16.540 Robert Tseng: Yeah.

22 00:03:17.600 00:03:23.909 Robert Tseng: yeah, no, I yeah. I I saw I I didn’t respond yet, because I was I needed. I just wanted to double check something before I

23 00:03:24.040 00:03:26.169 Robert Tseng: agreed with you, a hundred percent.

24 00:03:28.110 00:03:29.070 Cutter Streeby: Alright, man, let me know.

25 00:03:29.620 00:03:31.990 Robert Tseng: Okay, yeah.

26 00:03:33.680 00:03:41.339 Robert Tseng: Okay. Well, I guess. For the rest of you that are on the call. We’ll just kinda get into it.

27 00:03:52.500 00:03:53.860 Robert Tseng: Okay, cool.

28 00:03:54.480 00:03:55.610 Robert Tseng: Well,

29 00:03:58.820 00:04:05.432 Robert Tseng: so I’ll just kind of start this view. But yeah. So as far as projects that we’re doing

30 00:04:06.550 00:04:16.179 Robert Tseng: I’ve got to refresh this. Yeah, I think this is still highest priority kind of carried over from last week. I think we’re yeah. It just takes 2 weeks to wrap up.

31 00:04:16.560 00:04:23.830 Robert Tseng: So there are a bunch of fresh tickets here. I mean a lot of the these are kind of on me to kind of push forward.

32 00:04:25.320 00:04:27.599 Robert Tseng: Same thing. Seems

33 00:04:30.010 00:04:38.419 Robert Tseng: I can just get off that milestone. But yeah, I expect a way she’ll probably be working with me closest on on this work. So.

34 00:04:39.940 00:04:50.909 Robert Tseng: yeah, I think if anything, I wish I wanted you to wrap this up last week and at least get something over to the Emr team. So I don’t actually want this to be this week. So if you could.

35 00:04:51.190 00:04:55.300 Robert Tseng: we had left off on some stuff last week that we I don’t think we. I don’t think we finished so.

36 00:04:55.300 00:04:56.130 Awaish Kumar: Our.

37 00:04:56.560 00:05:02.549 Awaish Kumar: Actually, I have created some documents right? But I

38 00:05:03.240 00:05:08.629 Awaish Kumar: I can’t find a ticket. So if in the ticket 3, 6, 3

39 00:05:09.470 00:05:14.100 Awaish Kumar: I have pasted a link of notion, Doc, so that is basically the

40 00:05:16.960 00:05:22.100 Awaish Kumar: the current state of whatever whatever data is coming from bask.

41 00:05:23.020 00:05:30.720 Awaish Kumar: So we started like in the in the first.st Yeah, that yeah.

42 00:05:33.830 00:05:34.420 Awaish Kumar: So the

43 00:05:34.420 00:05:44.999 Awaish Kumar: the table which are coming from bask and like, if you click on motion page column. So each of these we have the schema of each of these table in detail.

44 00:05:45.340 00:05:45.790 Robert Tseng: Yep.

45 00:05:46.189 00:05:57.760 Awaish Kumar: So this is whatever is right. Now we have. We have in bigquery, which is coming from bask and then. Now next step I’m doing is to mark

46 00:05:58.438 00:06:05.679 Awaish Kumar: the columns and the tables where which we are using in our daily work, and then basically

47 00:06:05.840 00:06:06.510 Awaish Kumar: create

48 00:06:07.430 00:06:12.700 Awaish Kumar: And after that I will just have to map out like this is how the data looks

49 00:06:12.890 00:06:24.869 Awaish Kumar: right now, this is the like, a scheme of tables. And then like this is how we want. Like the the second form, the state will be like like the orders. Data, for example, is this in the

50 00:06:25.050 00:06:27.467 Awaish Kumar: right? Now it is in this format and

51 00:06:28.340 00:06:35.040 Awaish Kumar: in the in the from the Emr, we want it in this way. Things things like that, like a mapping of new schema from this one.

52 00:06:37.130 00:07:03.238 Robert Tseng: Okay, I, I know, had a couple other like requirements. But so I I want us to grab an hour with the Emr team this week. I don’t know if you’re gonna walk them through this like you can. You can. Just I can help you structure how we’re gonna leave that call. But yeah, I mean to me, this is just this is all the data that we have with all of the all the schemas. And then we’re also trying to tell them how it needs to be, how it needs to come in differently. So

53 00:07:04.400 00:07:16.860 Robert Tseng: We’ve wanted to. I mean, we have the architecture diagram. We can share that with them. I don’t know how that, how relevant it is. But yeah, we we. I just have to figure out like, what what’s the best way to

54 00:07:16.970 00:07:20.770 Robert Tseng: put this in front of their team so that we can be tracked.

55 00:07:20.870 00:07:22.090 Robert Tseng: So we can be

56 00:07:23.220 00:07:38.259 Robert Tseng: as they’re building out these different entities that we make sure that these objects are being created like that’s that’s the main goal of this. Right? So yeah, I think the the documentation is good that we have this in place. But that’s that’s what I’m looking for. Like I, we need to. We need to.

57 00:07:38.370 00:07:42.529 Robert Tseng: So what I’m gonna do is I’m gonna just book an hour. And

58 00:07:42.760 00:07:51.710 Robert Tseng: yeah, you just you find time with me whatever we need to do in order to get ready for that call, because, I’ll probably book it like middle of the week. I I don’t.

59 00:07:51.920 00:07:54.490 Robert Tseng: There’s not. There’s not necessarily like

60 00:07:54.790 00:08:02.469 Robert Tseng: fingers on keyboard engineering work to do right now. We’re just we just want to make sure that they understand like how we want things to be, decide, designed.

61 00:08:05.540 00:08:10.978 Robert Tseng: Okay, cool. So if you feel like you’re ready to do that, then I’m gonna I’m gonna book that time.

62 00:08:12.030 00:08:12.900 Robert Tseng: yes.

63 00:08:16.143 00:08:21.499 Awaish Kumar: You mean. I find a time slot for us to meet with the Emr team, or just.

64 00:08:21.500 00:08:37.289 Robert Tseng: Yeah, I’ll do it. Now I’m gonna I’m just gonna put something on the calendar for us in the Emr team. And then you can work backwards from there. If you need anything before then then you can just book time with me. But I’m I’m gonna put that placeholder on there.

65 00:08:38.679 00:08:39.940 Awaish Kumar: Okay. Sure.

66 00:08:39.940 00:08:46.530 Robert Tseng: Okay, cool. So that’ll cover that. I don’t actually see.

67 00:08:47.220 00:08:59.100 Robert Tseng: this needs to go into the Emr projects. And okay, great. So

68 00:09:00.070 00:09:05.410 Robert Tseng: yeah. So even though this is technically live like, I’m not, your time’s not really gonna go too much into here. So

69 00:09:06.074 00:09:08.699 Robert Tseng: I think the other thing.

70 00:09:08.930 00:09:09.980 Robert Tseng: So on. The

71 00:09:10.080 00:09:21.389 Robert Tseng: Mattesh is supposed to get back to us with some stuff. I think we I had spoken to him like before. We’re not before we went on holiday last week. We’re still waiting. So I don’t really think there’s anything

72 00:09:21.510 00:09:24.749 Robert Tseng: like proactively do here. So I’m gonna deprioritize this one

73 00:09:26.420 00:09:31.110 Robert Tseng: and then, Lotte, there’s still some carryover from last sprint.

74 00:09:32.330 00:09:38.469 Robert Tseng: I don’t really want to get into the nitty gritty of the issues, but I’m seeing, you know, cogs

75 00:09:39.000 00:09:40.430 Robert Tseng: time to order.

76 00:09:41.116 00:09:48.839 Robert Tseng: I think those those investigations. I know there’s overlapping tickets here, but we didn’t close these out, so these need to be closed out so we can.

77 00:09:48.960 00:09:54.789 Robert Tseng: I think this kind of leads to

78 00:09:55.010 00:09:58.020 Robert Tseng: 2 scheduled reports that I’ve seen come from

79 00:09:58.580 00:10:03.060 Robert Tseng: Rebecca’s team that they wanted slack channels kind of set up for.

80 00:10:03.180 00:10:12.049 Robert Tseng: And then also, you know, once again, I think, like the cogs thing that we were. We spent time talking about with Josh like last Thursday that I still have the notes here. So

81 00:10:12.501 00:10:16.160 Robert Tseng: I don’t. Yeah, I think those are those things need to be closed out.

82 00:10:19.280 00:10:22.149 Robert Tseng: Yeah. So I’m gonna I’m gonna put that as

83 00:10:23.720 00:10:27.739 Robert Tseng: your base. Your, I mean, this is this is your highest priority, like, I

84 00:10:27.960 00:10:30.209 Robert Tseng: I think that’s that’s that’s kind of

85 00:10:31.200 00:10:37.319 Robert Tseng: there’s more to come into cycle. But I I don’t want to add that in until we until we’ve actually finished those

86 00:10:37.791 00:10:43.630 Robert Tseng: and then Annie is back from holiday, so she’ll kind of get ramped up. I don’t really have her on

87 00:10:43.960 00:11:06.447 Robert Tseng: anything right now, but I’m sure, like ad hoc stuff will come up, and then she’ll she’ll kind of jump in there. So I just I need 40 h this week. I just I need to cover it out from somewhere, you know, from of our time to finish this Cdp implementation work. So a wish and I will be will be preoccupied. A lot of a lot of this time.

88 00:11:07.200 00:11:08.030 Robert Tseng: that’s

89 00:11:08.200 00:11:14.599 Robert Tseng: that’s kind of what the week is looking like. Any questions kind of at a high level. We can kind of dig into the issues.

90 00:11:27.640 00:11:38.614 Robert Tseng: Okay? Well, then, I’m gonna just kind of be more nitpicky on these things. So yeah, all of these, Dave, a lot of kind of close close these out

91 00:11:43.570 00:11:49.729 Robert Tseng: can I get? Can I get an update like, where are we on on these that are in escalation since since last time we talked.

92 00:11:54.320 00:11:58.700 Demilade Agboola: So I’m trying to look at the escalation screen.

93 00:12:12.170 00:12:14.799 Demilade Agboola: Okay, so for the

94 00:12:18.290 00:12:27.670 Demilade Agboola: okay. So for revenue amortization, we’re still waiting for we’re still waiting for stripe access

95 00:12:28.060 00:12:33.030 Demilade Agboola: for time to delivery. We responded that like

96 00:12:33.530 00:12:37.020 Demilade Agboola: they, I think that one was the they’re using a 3rd party.

97 00:12:39.475 00:12:45.230 Demilade Agboola: And ye? Yeah. So that’s 3, 5, 3 right now. So that’s what the.

98 00:12:48.220 00:12:53.430 Robert Tseng: Sorry I’m moving things around the the amortization stuff. They’re not gonna give us stripe. I don’t think it’s gonna happen this week

99 00:12:54.100 00:13:00.370 Robert Tseng: moving that to blocked this treatment. Id product, mapping trigger stuff. We have treatments now. So I feel like.

100 00:13:00.560 00:13:06.070 Robert Tseng: I don’t know if he’s already closed out. But I just. I’m moving them back out because he should be unblocked at this point

101 00:13:06.632 00:13:12.067 Robert Tseng: the forecast. I never got the okay from you to use the

102 00:13:12.740 00:13:20.439 Robert Tseng: the vial the vial quantities, so I never. I never started that that’s also sitting there, so would want

103 00:13:20.640 00:13:23.511 Robert Tseng: your green light there to use.

104 00:13:24.410 00:13:29.459 Robert Tseng: I think this is not. This is kind of just part of it. And then

105 00:13:29.690 00:13:36.395 Robert Tseng: cohort definitions. I mean, I’ll collapse this with the segment, quick traits that we’re working on so.

106 00:13:37.750 00:13:44.740 Robert Tseng: I don’t think that this should actually be blocked. This is a recurring task. It’ll it’ll pop up every week. So

107 00:13:44.930 00:13:57.119 Robert Tseng: not really sure why this got moved to block. But I’m just going to. It’s kind of just like a did it happen, or did it not like I’m assuming it didn’t because I didn’t see a message come in from last week, which is

108 00:13:57.520 00:13:59.349 Robert Tseng: fine. But I think.

109 00:14:00.600 00:14:08.219 Robert Tseng: yeah, like, just, I’m just kind of commenting on, like what should, how we should be moving the recurring tasks, like, you know, yeah.

110 00:14:11.170 00:14:15.469 Robert Tseng: So I’m gonna cancel this because there’s another one that showed up this week.

111 00:14:19.670 00:14:23.550 Robert Tseng: okay, yeah. And then you’re you were saying.

112 00:14:25.262 00:14:29.359 Demilade Agboola: For the order to delivered. We can cancel like we can

113 00:14:29.490 00:14:41.100 Demilade Agboola: mark that is done. It’s a 3rd party that said, it’s a 3rd party service we’ve. I’ve asked him what the 3rd party services he hasn’t necessarily responded, and at this point, like.

114 00:14:41.990 00:14:43.510 Demilade Agboola: I don’t like, I don’t know

115 00:14:43.780 00:14:51.260 Demilade Agboola: it like since he’s not responding what like, what the services and how they’re getting those numbers, it’s hard to know, like.

116 00:14:51.320 00:14:56.797 Robert Tseng: Yeah. So I guess this the main thing, now that I see Annie is on this call.

117 00:14:57.460 00:15:01.450 Robert Tseng: I think. Oh, my goodness even.

118 00:15:02.260 00:15:03.600 Robert Tseng: And

119 00:15:06.670 00:15:08.805 Robert Tseng: oh, it’s so noisy.

120 00:15:10.090 00:15:17.400 Robert Tseng: okay, there’s like an outstanding ticket. We need to. I need to go dig it up. But they I mean, I’m not gonna speak in tickets. You guys can find tickets. But

121 00:15:18.000 00:15:22.419 Robert Tseng: basically with the order with the order training dashboard.

122 00:15:23.420 00:15:29.161 Robert Tseng: we needed to make a fix. I there’s a ticket. There’s comments kind of floating around somewhere.

123 00:15:29.640 00:15:30.690 Robert Tseng: a.

124 00:15:32.300 00:15:39.774 Robert Tseng: I guess I can help retrieve it, but it’d be better if you guys can go and and locate that

125 00:15:46.840 00:15:52.119 Robert Tseng: We spoke about this on Thursday. Didn’t want to kind of help me out here like, we’re

126 00:16:01.680 00:16:04.379 Robert Tseng: Yeah, like, I I couldn’t.

127 00:16:05.030 00:16:05.700 Robert Tseng: Yeah.

128 00:16:08.970 00:16:13.790 Robert Tseng: okay, I’ll I’m just gonna pull up the dashboard because I don’t really know what the ticket is called.

129 00:16:14.990 00:16:16.180 Demilade Agboola: Or dashboard.

130 00:16:17.540 00:16:20.060 Robert Tseng: Order journey, dashboard,

131 00:16:42.770 00:16:52.090 Robert Tseng: arm, Ops, that works related to this one.

132 00:16:54.890 00:16:56.140 Robert Tseng: So

133 00:17:10.460 00:17:12.069 Robert Tseng: and on this

134 00:17:23.410 00:17:28.287 Robert Tseng: this one, this thread is what I’m referring to

135 00:17:35.830 00:17:40.790 Robert Tseng: Okay, I mean, I’m just gonna be stuck here for a while. So like, I don’t really want to get hung up here. But

136 00:17:42.180 00:17:46.740 Robert Tseng: basically, I mean, I guess I

137 00:17:51.280 00:18:03.980 Robert Tseng: yeah, there’s there’s just a fix to the to the to the order journey, dashboard! That I I thought I created ticket. I thought I floated it. I haven’t heard anything since, so I I just I don’t. I don’t really have it to call out

138 00:18:04.260 00:18:11.680 Robert Tseng: at on hand. I mean, I will literally just pause until I figure it out, I guess, since nobody else seems to know what I’m talking about.

139 00:18:13.540 00:18:20.290 Annie Yu: Is it this one? Robert? I just share a link in the zoom chat.

140 00:18:21.170 00:18:24.030 Robert Tseng: Sorry I can’t access the zoom chat while I’m sharing screen.

141 00:18:24.030 00:18:27.540 Annie Yu: Oh, okay, let me.

142 00:18:34.170 00:18:36.500 Robert Tseng: Actually, I can. I didn’t really realize that.

143 00:18:47.340 00:18:52.079 Robert Tseng: Yeah, this is exactly what I was talking about. So

144 00:18:53.690 00:19:07.690 Robert Tseng: yeah, I think I took screenshots of what needed to change. I also mentioned, but I think the problem is so. I think this is the this is the main thing to get out, or I guess related. And it’s not tied to a specific project. But

145 00:19:07.830 00:19:15.260 Robert Tseng: this is something that they’re actively looking at, because pharmacy sla performance has been like messy. So

146 00:19:15.790 00:19:27.990 Robert Tseng: I think that’s where a lot of the ad hoc requests and questions are going to be coming from. So between Annie and Demo a, you 2 will probably have to be fielding these questions and really thinking through this this problem.

147 00:19:30.060 00:19:38.159 Robert Tseng: I think this is the 1st change that’s going to help reorient the team. But I think I I expect them to have more questions after this.

148 00:19:38.550 00:19:42.790 Robert Tseng: Do we? Do? We have to have a discussion on like other contexts related to this.

149 00:19:54.997 00:19:57.080 Annie Yu: No, I just saw this ticket.

150 00:19:57.750 00:20:01.765 Annie Yu: and I I think one question I do have now is that

151 00:20:02.650 00:20:04.649 Annie Yu: According to your comment, it says.

152 00:20:05.560 00:20:09.810 Annie Yu: this only accounts orders that are fulfilled.

153 00:20:11.010 00:20:14.049 Annie Yu: So you mean the denominator.

154 00:20:14.050 00:20:24.759 Robert Tseng: Denominator is too low that I think that’s what I when Sarah pointed that to me. That’s my! That’s my hypothesis. I mean, you can tell me I’m wrong, but I without even looking at it, I think I could. I

155 00:20:24.930 00:20:28.880 Robert Tseng: I don’t believe that the the number is that high. It’s not actually 78%.

156 00:20:29.360 00:20:46.309 Robert Tseng: Rebecca’s team. This thing said, this is this number is below 50% or or something like that, because and I and I think that we’re not counting. I think I think our denominators is, is too, is too small. We’re probably only counting orders that are being shipped out.

157 00:20:46.680 00:20:47.330 Annie Yu: Or that.

158 00:20:47.330 00:20:48.990 Robert Tseng: Have left the pharmacy. Yeah.

159 00:20:48.990 00:20:55.129 Annie Yu: Yeah, I believe the denominator now is the orders that got sent to pharmacies.

160 00:20:56.300 00:21:03.350 Robert Tseng: Yeah. So it’s gotta be like orders placed from the customer perspective. Like, it’s

161 00:21:04.640 00:21:13.010 Robert Tseng: yeah, even, yeah. So that’s that’s yeah. That that confirms my hypothesis. I think that’s where we’re we’re we’re low on that number.

162 00:21:13.414 00:21:20.290 Robert Tseng: If there is a gap between when an order is placed and when it’s being sent to pharmacy. We need to like call that out as well.

163 00:21:21.033 00:21:22.080 Robert Tseng: I think

164 00:21:24.550 00:21:40.659 Robert Tseng: I don’t think I think it’d be too busy to have it on one chart, I think we should have 2. You know this. This view of the pharmacy turnaround time is fine. I think this is to me is the snapshot of like when an order gets to the pharmacy to when it leaves the pharmacy.

165 00:21:42.590 00:21:49.540 Robert Tseng: something something along those lines we have to be discreet about what we call that, but it’s not really the

166 00:21:49.750 00:21:53.499 Robert Tseng: operational sla that they care about, because they need to know

167 00:21:53.620 00:22:10.049 Robert Tseng: from the customer’s perspective as soon as they place the order to when the order is actually shipped on the pharmacy. That full turnaround time has to be under 3 days. Right? So I think that’s that’s what’s missing from this view right now. I think this is really, this is limited to just the pharmacy.

168 00:22:10.601 00:22:16.019 Robert Tseng: And and so yeah, that’s that’s the that’s basically what I’m describing in this ticket.

169 00:22:16.990 00:22:24.560 Annie Yu: Got it. Wait so just to clarify. So you said the turnaround time under thir 3 days. That’s from when the order placed

170 00:22:25.470 00:22:29.869 Annie Yu: until all the way through, when pharmacy ships.

171 00:22:30.240 00:22:38.629 Robert Tseng: Yeah, let’s we don’t have to delete this yet. We can just like add another one for now. But let’s just show them that side by side. Because I want to be able to tell Erica, like

172 00:22:38.750 00:22:44.200 Robert Tseng: Rebecca’s team. Okay, this 78% number. This is how it’s been calculated.

173 00:22:44.530 00:22:53.569 Robert Tseng: We’ve expanded the denominator to include all orders that have been placed, not just ones that have been sent to pharmacy. And you’re seeing this discrepancy of 20%.

174 00:22:55.130 00:23:24.560 Robert Tseng: I I don’t think there’s like a 1 perfect view here, because, you know, there’s a lot of questions around like my next question would be like, okay? Well, why? Why is there a 20% discrepancy? Why are 20% of orders not making it to the pharmacy? And that’s not necessarily true. That’s there’s probably just some delay. But like, I think that’s the kind of we we want. Those conversations with with her team. Like this was how they defined it before when we 1st built it. But there’s clearly more

175 00:23:24.660 00:23:34.959 Robert Tseng: layers to it than than what we originally built. So I think that’s kind of how. Yeah, I think that’s just kind of how we’re gonna have to iterate on this with them.

176 00:23:36.630 00:23:37.220 Annie Yu: Okay.

177 00:23:38.800 00:23:40.220 Robert Tseng: Yeah, so

178 00:23:43.690 00:23:54.630 Robert Tseng: well, anyway, I think I think you get it. So when, when? Yeah, when you can, you can tap me once once that’s once that’s done, and I think we’re gonna have, you know. We’ll we’ll have conversations with me.

179 00:23:55.080 00:23:55.810 Annie Yu: Okay.

180 00:23:56.340 00:23:58.150 Robert Tseng: Okay, cool.

181 00:23:58.640 00:23:59.650 Robert Tseng: And

182 00:24:01.070 00:24:09.200 Robert Tseng: yeah, so other than that. So I think those are the things that are in progress. Escalation. It wants a lot of these things to move.

183 00:24:09.718 00:24:15.809 Robert Tseng: Refactoring. I’m taking out of cycle. If we never, if we didn’t, did we finish this or not?

184 00:24:22.750 00:24:39.550 Robert Tseng: Okay, gonna assume not taking it out of cycle and then any. Now that you’re back, you can continue the Ltv project. So yeah, between handling the the pharmacy ad hoc requests, and and probably you’ll you’ll have time to to work on this. I think those are

185 00:24:40.690 00:24:45.690 Robert Tseng: I. I may tap. I might. I may ask you to help here and there especially.

186 00:24:47.090 00:25:00.159 Robert Tseng: No, that’s probably later stage like, I think, probably mid mid to late week. I may may ask you to to do some stuff related to the Cdp. Work, but I don’t think I will be asking you for anything in the next day. Probably.

187 00:25:00.613 00:25:11.500 Annie Yu: Okay. So regarding this TV project, what’s the next step? Because I remember before I left, I added more comments about the segment.

188 00:25:11.970 00:25:15.700 Robert Tseng: Yep, yeah. So I think what would be great is to end up.

189 00:25:15.820 00:25:18.469 Robert Tseng: Yeah, I think this is part of

190 00:25:22.650 00:25:29.560 Robert Tseng: okay. I don’t remember that, Cal, your calculation off the top of my head, so I’ll have to like open up the window to to ask that. So

191 00:25:30.170 00:25:34.719 Robert Tseng: yes, this is what we currently have. Phase 2 or like

192 00:25:35.160 00:25:43.470 Robert Tseng: we’re having. You know, you’re you’re you were gonna explore this sort of feature evaluation process. I think

193 00:25:46.290 00:25:55.800 Robert Tseng: the circle community stuff. I think we got done. But while you weren’t around, I think. And then really, what we want is just we can just keep it simple first, st and just do

194 00:25:55.950 00:25:59.630 Robert Tseng: like revenue categories. So

195 00:26:01.630 00:26:10.969 Robert Tseng: with like with the Cdp work, something that we’re pushing into the customer data model, that voice is going to be working on this week is that we’re gonna have the.

196 00:26:11.160 00:26:12.050 Robert Tseng: We’re gonna have

197 00:26:12.470 00:26:26.900 Robert Tseng: different revenue bands for customers. I mean, obviously, we’re gonna have the actual like dollar amount that’s spent attached to their profile, but also just kind of break them up into bands. And so I’d like to be able to have that

198 00:26:27.621 00:26:30.640 Robert Tseng: available as well. So I don’t think.

199 00:26:30.810 00:26:37.130 Robert Tseng: yeah, we we can talk in more detail about how do we define those bands? But that’s

200 00:26:37.580 00:26:47.093 Robert Tseng: I think we had mentioned that the output of this project is that it will become a calculated attribute in the customer data model.

201 00:26:47.760 00:27:00.505 Robert Tseng: and I think there’s different stages to get there. We have the actual calculated dollar value. We have the predicted dollar value. We have the categorical value or the categorical variable of like the bands.

202 00:27:01.300 00:27:05.580 Robert Tseng: I I think there’s there’s multiple ways to kind of to

203 00:27:05.990 00:27:19.519 Robert Tseng: to cut, to cut a very similar concept. I just want. And I want to take one of at least one slice, and I want to put it into the model this week, because that’s part of the evaluation for the Cdp

204 00:27:24.360 00:27:25.559 Robert Tseng: does that make sense.

205 00:27:26.756 00:27:29.140 Annie Yu: Let me think through this.

206 00:27:29.330 00:27:35.789 Annie Yu: So you said you want, like a a field in our model that that would mean

207 00:27:36.030 00:27:42.950 Annie Yu: going all the way to the final modeling. So not just the future evaluation. Is that what you mean.

208 00:27:43.370 00:27:47.370 Robert Tseng: Yeah, yeah, I mean future valuations. Yeah, I. And it’s

209 00:27:47.580 00:28:00.740 Robert Tseng: like the the customer data ball doesn’t exist yet. We have a dim customers or whatever like model it has like a few fields that they’re all descriptive. We don’t really have anything calculated in there. So

210 00:28:01.164 00:28:20.610 Robert Tseng: I want to, Cal, I want a calculated field out of this project in there. That’s that’s the that’s the main. That’s the main thing. So, however, you go about it. Whatever is the fast? I mean? I’ve I just listed out of like a short term medium term long term like approach to how you build out those traits. But like, I think

211 00:28:20.670 00:28:33.459 Robert Tseng: that’s that’s I’m leaving it up to you. I’m not telling you what to do like. You can decide how you want to approach it. But that’s that’s what I want. I want to see like as far as deliverable wise from this from this project.

212 00:28:34.570 00:28:35.250 Annie Yu: Okay?

213 00:28:36.420 00:28:44.290 Annie Yu: And it okay? And it doesn’t mean we have to consider all the possible kind of correlated feels.

214 00:28:46.730 00:28:59.240 Robert Tseng: Well, so the por, the purpose of the exploration phase, I think, is you’re trying to figure out like what variables correlate with like like the hot with correlate with Ltv, right? And

215 00:28:59.870 00:29:04.260 Robert Tseng: I think that’s part of it. But so like fine

216 00:29:06.270 00:29:21.600 Robert Tseng: when you’re building the predictive out the predicted element. But like, I think we’re not even necessarily like, I think there’s a there’s a step one, the step one is still just making sure that we have dollar amount dollar amount spent per customer

217 00:29:21.730 00:29:33.020 Robert Tseng: in real time. That’s in the customer data model, right? And that may just be as simple as a a single query that we’re running by aggregating things, by transactions, by customer. We already have that

218 00:29:33.409 00:30:02.530 Robert Tseng: and that’s that could be that the done state to push into the model. And then in parallel, you’re going to be building out the predictive piece which is going to depend on other variables. You’re gonna have to do this feature evaluation because you’re gonna have the actual dollar amount spent. But then you have all these other considerations, and so that that may not make it into the model this week, which is fine, but like that’s what I mean by phasing out your deliverables. So that like.

219 00:30:03.060 00:30:20.859 Robert Tseng: okay? By the end of this week we’re gonna have this. We’re gonna have this attribute in the model. The next week we’re gonna have the other attribute like. That’s that’s what I I mean. I could just write out those outcomes if you want me to, but I I was hoping that you would. You would take a crack at that.

220 00:30:22.550 00:30:27.450 Annie Yu: Okay? Yeah. Well, when when I wrote out this plan.

221 00:30:28.230 00:30:37.689 Annie Yu: yeah, I think where I’m confused now is within this week, if we don’t go through all the feature, evaluation, and modeling what would like a

222 00:30:38.200 00:30:41.419 Annie Yu: final like visible field, look like.

223 00:30:43.380 00:30:53.989 Robert Tseng: Yeah. Okay, I mean, so just the the short term is just the just the calculated revenue like, that’s fine. I don’t think that’s really on you. So you can work.

224 00:30:54.410 00:30:59.749 Robert Tseng: But I I still think that that’s that’s that, you know. That’s that’s on you to kind of tell me. It’s like, Okay.

225 00:31:00.010 00:31:14.651 Robert Tseng: alright. This week. There’s no way we’re gonna finish the feature evaluation. What I could give you is just the dollar value by customer. Right. And this is the query that’s gonna that’s gonna that whatever we’re gonna use to to to to get that calculation

226 00:31:15.840 00:31:20.440 Robert Tseng: which is acceptable. But like, I think I don’t know like this is.

227 00:31:23.550 00:31:25.860 Robert Tseng: do we, that

228 00:31:27.210 00:31:40.899 Robert Tseng: I’m not? I’m not trying to disqualify this work. I’m just wanting it to have clear, like milestones that we’re hitting that are that are able to like go go in that are able to be pushed into production. Right?

229 00:31:51.000 00:31:54.009 Robert Tseng: Where? Where? Where, where are you listening? I’m not really sure.

230 00:31:55.290 00:32:09.090 Annie Yu: So, in my view, the phase, one feature, evaluation kind of the deliverable for this phase would be those tech takeaways, like what fields are most correlated with our Ltv, and then with those

231 00:32:10.087 00:32:24.879 Annie Yu: fields that have higher correlation, we use them to build a predictive model. That’s what my plan was. So. So that means with the phase one, there wouldn’t necessarily be a

232 00:32:25.050 00:32:30.850 Annie Yu: a visible data field into our customer model. Does that make sense.

233 00:32:31.370 00:32:32.770 Robert Tseng: Yeah, I.

234 00:32:32.770 00:32:43.700 Annie Yu: Take away with more. So like bullet points like, what’s what matters to track to protect our TV.

235 00:32:47.650 00:32:56.840 Robert Tseng: Okay, and what I’m saying is, I’m just repackaging what you’re saying, what you’re described like this. You’ve outlined an analysis for me, and I’m trying to like.

236 00:32:57.040 00:33:02.430 Robert Tseng: superimpose what you’re what you’ve described here into like a production roadmap. Right?

237 00:33:03.160 00:33:07.500 Robert Tseng: So whatever we call phase one phase 2 like, I I think

238 00:33:07.760 00:33:26.869 Robert Tseng: you know that that’s a wash to me, I think. We have the current. Currently, we have the capability to say we know how much money that every customer has spent up to up to date. But that data is not exposed in the customer data model currently. And so that to me is the lowest hanging fruit. We should at least have that in our customer data model.

239 00:33:26.870 00:33:27.350 Annie Yu: Okay.

240 00:33:27.350 00:33:33.276 Robert Tseng: And so like, I think that to me is a really, that’s a true phase, one or P, whatever you want to call it.

241 00:33:33.790 00:33:54.360 Robert Tseng: And then, yeah, like, that’s that should be pretty simple. And then, yeah, obviously, as you’re building out like the predictive predict, we’re working towards the predictive attribute. There’s gonna be less feature evaluation process. You’re not gonna expose everything here. And so I understand that. But then, so then that’s like, okay. Well, then, to phase 2

242 00:33:54.360 00:34:09.490 Robert Tseng: is gonna take us 2 weeks because one week will be in this feature evaluation. You’re not gonna have a real output. We’re just gonna have some discussion, some answers on, like, what direction to go in. And then eventually it’ll help us to cap to, to to make some sort of calculated

243 00:34:09.750 00:34:26.619 Robert Tseng: seal, then that could be exposed to the model, and next week, or something. That’s that’s the conversation I want to have with you rather than viewing like deployment as something like at the very end that we don’t like. Think about or like. We don’t talk about now, and we’re just saving it until, like later.

244 00:34:26.929 00:34:27.709 Annie Yu: Okay.

245 00:34:27.710 00:34:34.299 Robert Tseng: Yeah, that’s that’s all I’m saying. I’m not. Yeah. That’s I think we’re just not seeing things from the same.

246 00:34:34.300 00:34:37.029 Annie Yu: This is helpful. This is this is helpful.

247 00:34:37.199 00:34:38.449 Annie Yu: Okay, I got it.

248 00:34:38.880 00:35:01.579 Robert Tseng: Okay, cool. Yeah. I know we’re a bit over time. So I want to just kind of be crisp, super crisp here. So once again, kind of tying back to things like, yeah, anything that’s outstanding. Please update it. Anything that’s not related to these projects that I currently have active. I don’t really know how to follow up on it this week, like my, my time will be pretty constrained by the work that we’re doing on the segment side.

249 00:35:02.226 00:35:09.730 Robert Tseng: And then, yeah, I think there is actual modeling work that needs to happen. And I don’t really know why this is

250 00:35:10.690 00:35:11.460 Robert Tseng: kind of.

251 00:35:13.815 00:35:14.630 Robert Tseng: So

252 00:35:15.870 00:35:24.637 Robert Tseng: yeah, I think. That’s that’s where most of my attention is going to be going towards. And I guess it’s kind of like a wait and see. But

253 00:35:25.190 00:35:30.589 Robert Tseng: I’m gonna finish gonna finish the segment audit today. On, like, what traits. Specifically, we need to build.

254 00:35:30.940 00:35:34.470 Robert Tseng: I’m gonna have some feedback on what the customer data model needs to look like.

255 00:35:35.012 00:35:40.140 Robert Tseng: Probably won’t be all completely new. I’ve probably talked about it before.

256 00:35:41.076 00:35:44.699 Robert Tseng: And then, yeah, like, these are our main objectives.

257 00:35:44.820 00:35:51.035 Robert Tseng: So I think this is like, this is what we’ll be doing.

258 00:35:53.060 00:36:16.200 Robert Tseng: yeah, if anybody’s lost, like, please just grab time with me. Talk to me, ask questions like I. I understand that maybe this type of migration is not familiar to most of you. But it’s not really a migration. We’re not moving tools. We’re just doing like, it is kind of a digital. It is kind of a transformation exercise. We just it. It’s yeah like and

259 00:36:16.830 00:36:39.993 Robert Tseng: in my mind it seems very clear like what we’re building towards. But I feel like as I’m talking it out like it feels like I’m just like talking to walls. So like, I don’t really know how much you guys are actually following what I’m saying. So I don’t know what you don’t know. If you don’t know something, please. You have to bring it up to me. Otherwise I’m assuming that, you know, and I’m just gonna keep keep going going forward with it.

260 00:36:41.600 00:36:48.169 Robert Tseng: because, yeah, I mean, we do have a deadline to hit by the for this for this work. So

261 00:36:49.710 00:36:53.510 Robert Tseng: okay, well, that’s it. I think we’ll kind of

262 00:36:54.130 00:36:56.921 Robert Tseng: continue the conversation in slack

263 00:36:58.010 00:37:05.390 Robert Tseng: anything, escalate all escalations that aren’t really related to this topic. Probably not. I’m not gonna answer. So if you could, if it’s

264 00:37:05.500 00:37:11.169 Robert Tseng: I’m expecting kind of like Andy and Dave Lotte to probably jump in to answer those.

265 00:37:11.320 00:37:15.060 Robert Tseng: And then, like, Yeah, I guess

266 00:37:15.690 00:37:19.930 Robert Tseng: I mean, I’m leaning on a wish. But I think we can talk about.

267 00:37:21.620 00:37:25.789 Robert Tseng: Well, yeah, I just don’t want it to be so complicated where I’m like.

268 00:37:25.980 00:37:36.459 Robert Tseng: just like asking questions with. And there isn’t really like, necessarily, somebody who’s assigned. So my default is that I think oasis probably gonna

269 00:37:36.600 00:37:37.350 Robert Tseng: be it

270 00:37:37.860 00:37:44.178 Robert Tseng: active in this, in this, in this space, and then we’ll kind of take it from there.

271 00:37:44.830 00:37:56.439 Robert Tseng: but yeah, what I really want to do is just to put some hands to keyboard and really like, get some real work done. I think it’ll be a lot clearer once. I’m like making progress and having very tactical things to say.

272 00:37:57.190 00:37:58.030 Robert Tseng: so

273 00:37:58.980 00:38:06.770 Robert Tseng: yeah, I mean. But this I’m just trying to create some alignment about what we’re doing. Because this is a sizable amount of time.

274 00:38:07.346 00:38:09.133 Robert Tseng: I yeah, I think

275 00:38:10.210 00:38:18.459 Robert Tseng: I’ve asked Eden to not interrupt us this week because we’ve. I’ve I’ve blocked off 75% of our time to work on this.

276 00:38:19.140 00:38:23.530 Robert Tseng: so I think this is, it’s not an insignificant amount of work that we’re doing.

277 00:38:24.310 00:38:24.930 Robert Tseng: So

278 00:38:27.610 00:38:36.630 Robert Tseng: okay, I think that’s that’s all I can say for now. If I’m intentionally, I am intentionally blocking other things because I don’t want us to

279 00:38:36.760 00:38:48.025 Robert Tseng: like, get Super caught up in doing a bunch of things like I did ask for a space to focus and really just get this one project over the finish line because there is like a deadline.

280 00:38:49.040 00:38:57.556 Robert Tseng: we have some margin, but I would like to wrap this up by end of week or midweek next week. So I think that’s that’s all I’m asking

281 00:38:57.990 00:39:04.480 Robert Tseng: from from like that’s that’s I think that’s that’s my biggest. That’s my biggest point from this, from this planning session.

282 00:39:04.610 00:39:06.720 Robert Tseng: Okay.

283 00:39:07.170 00:39:13.970 Robert Tseng: I think I did my best. I think I said what I could. If you have any questions, let me know. Otherwise I’ll talk to you later.

284 00:39:14.550 00:39:15.020 Annie Yu: Alright!

285 00:39:15.020 00:39:16.320 Awaish Kumar: Okay and alright.

286 00:39:16.320 00:39:19.710 Awaish Kumar: Do you have any documentation or comp

287 00:39:21.720 00:39:24.929 Awaish Kumar: what we have done so far? So I can just go over it.

288 00:39:26.046 00:39:42.650 Robert Tseng: Yeah, no. Just look at the project. I think the tickets kind of have everything. I mean this. These are the kind of the simple pieces to it. I will continue to add more documentation like I’ll share links and stuff. I I think a lot of it has just been planning. It hasn’t really been like.

289 00:39:43.250 00:39:48.700 Robert Tseng: once again, like chance to do more. Like, I plan to actually execute a lot of this stuff today. Tomorrow.

290 00:39:49.650 00:39:53.809 Robert Tseng: So yeah, I think a wish. I think

291 00:39:54.070 00:39:56.761 Robert Tseng: the main thing for you is

292 00:39:57.450 00:40:03.068 Robert Tseng: I think you can probably find it this one. You could probably get started on.

293 00:40:03.840 00:40:16.409 Robert Tseng: it’s just segment profiles. We know how they do identity stitching right now. We know what our customer data model is. We’re trying to move to a warehouse centric data model. And so

294 00:40:17.020 00:40:19.260 Robert Tseng: I think that’s, you know, that’s

295 00:40:19.490 00:40:21.820 Robert Tseng: that’s like an area that I feel like you can.

296 00:40:21.970 00:40:25.190 Robert Tseng: You can look at before I even do anything but

297 00:40:29.650 00:40:34.290 Awaish Kumar: Yeah, thank you. So definitely, I will look at the tickets. And yeah.

298 00:40:34.690 00:40:35.860 Robert Tseng: Okay. Cool.

299 00:40:35.860 00:40:38.279 Awaish Kumar: I got a question if if there are any.

300 00:40:38.580 00:40:41.740 Robert Tseng: Yes, please. Okay. Alright. Thanks everyone. Bye.