Meeting Title: Insomnia Planning Meeting Date: 2025-07-25 Meeting participants: Robert Tseng, Amber Lin
WEBVTT
1 00:00:38.740 ⇒ 00:00:40.040 Amber Lin: Hi Robert!
2 00:00:41.620 ⇒ 00:00:42.530 Robert Tseng: Hey! Amber.
3 00:00:44.460 ⇒ 00:00:45.640 Amber Lin: How are you doing.
4 00:00:46.380 ⇒ 00:00:51.939 Robert Tseng: Oh, I’m pretty pretty ready for the weekend.
5 00:00:53.117 ⇒ 00:00:55.389 Amber Lin: Better than last week.
6 00:00:55.950 ⇒ 00:00:57.409 Robert Tseng: Oh, yeah, yeah. Better than last week.
7 00:00:57.410 ⇒ 00:00:58.970 Amber Lin: Okay. Good. To hear.
8 00:00:59.160 ⇒ 00:01:03.129 Robert Tseng: Yeah, you don’t have to do camera on. But up to you.
9 00:01:05.519 ⇒ 00:01:06.899 Amber Lin: I’m just eating.
10 00:01:07.370 ⇒ 00:01:08.080 Robert Tseng: Nice?
11 00:01:10.980 ⇒ 00:01:12.759 Robert Tseng: Did Nico get the job.
12 00:01:14.254 ⇒ 00:01:20.679 Amber Lin: Nicholas on the way to getting the job. Nicos right here. Oh, Nicos.
13 00:01:20.680 ⇒ 00:01:21.510 Robert Tseng: There you go!
14 00:01:22.620 ⇒ 00:01:23.640 Amber Lin: How’s it going.
15 00:01:24.500 ⇒ 00:01:28.890 Robert Tseng: Wait. What do you mean by on the way to getting the job? I don’t know if I should say congrats or not.
16 00:01:29.283 ⇒ 00:01:38.329 Amber Lin: Well, I’m for for both of them. I’m on like the last stage. But the Sony one. That process is just taking forever.
17 00:01:39.720 ⇒ 00:01:45.719 Amber Lin: because, you know, big company. So it’s in like my last interview is in a week from Monday.
18 00:01:46.550 ⇒ 00:01:47.120 Robert Tseng: Okay.
19 00:01:47.120 ⇒ 00:01:56.749 Amber Lin: And the other one. I just had 3 like a 3 h. 3 technical interviews yesterday. So I’m gonna hear back about that, too. So.
20 00:01:56.750 ⇒ 00:01:57.440 Robert Tseng: Oof.
21 00:01:57.920 ⇒ 00:01:58.510 Amber Lin: But.
22 00:01:58.510 ⇒ 00:01:59.270 Robert Tseng: I see.
23 00:01:59.460 ⇒ 00:02:02.650 Amber Lin: Yeah. Glad to. Glad to, you know. Get to that point.
24 00:02:02.990 ⇒ 00:02:07.920 Robert Tseng: Yeah, I mean, it sounds like, that’s all. Yeah. So it’s it’s good news. I can still congratulate you. Right? Yeah.
25 00:02:08.296 ⇒ 00:02:09.050 Amber Lin: Thank you.
26 00:02:09.210 ⇒ 00:02:11.220 Robert Tseng: Yeah, they give you a shirt already.
27 00:02:11.220 ⇒ 00:02:11.730 Amber Lin: Okay.
28 00:02:12.250 ⇒ 00:02:16.240 Amber Lin: Well, no, no, this is just coincidental.
29 00:02:17.120 ⇒ 00:02:17.590 Robert Tseng: Right!
30 00:02:17.590 ⇒ 00:02:24.210 Amber Lin: Yeah, it’s not even. It’s not even necessarily Sony brand.
31 00:02:24.973 ⇒ 00:02:25.736 Robert Tseng: Right.
32 00:02:27.725 ⇒ 00:02:28.950 Amber Lin: Things.
33 00:02:29.760 ⇒ 00:02:30.880 Robert Tseng: You look nice.
34 00:02:35.050 ⇒ 00:02:36.250 Amber Lin: That was law school.
35 00:02:37.700 ⇒ 00:02:40.149 Robert Tseng: I haven’t started yet. I’m starting
36 00:02:41.110 ⇒ 00:02:42.719 Robert Tseng: in 2 weeks, which is why I gotta be.
37 00:02:42.720 ⇒ 00:02:49.889 Amber Lin: Oh, I see! I see I was like, huh you were. You were so busy this week. I thought you already started.
38 00:02:50.350 ⇒ 00:02:56.719 Robert Tseng: Oh, yeah, no. I mean, it’s it’s nice. I I go to campus now. And I I basically
39 00:02:57.070 ⇒ 00:03:02.010 Robert Tseng: take my meetings out of like a out of a phone booth there. So maybe you see me there
40 00:03:02.010 ⇒ 00:03:03.000 Robert Tseng: a few times.
41 00:03:03.470 ⇒ 00:03:05.499 Amber Lin: Wow! Wait! What school do you go to?
42 00:03:05.720 ⇒ 00:03:08.619 Robert Tseng: Fordham, Fordham Law School.
43 00:03:08.770 ⇒ 00:03:10.869 Amber Lin: Oh, I feel like I’ve
44 00:03:11.350 ⇒ 00:03:16.159 Amber Lin: is that the one that’s kind of is that the one that has branch in China.
45 00:03:16.990 ⇒ 00:03:20.539 Robert Tseng: It does so. They have a partnership with Fudan University in Shanghai.
46 00:03:20.540 ⇒ 00:03:23.799 Amber Lin: That’s why that’s why it sounds so familiar. Okay.
47 00:03:23.800 ⇒ 00:03:28.870 Robert Tseng: Yeah, so that that may be in the works, maybe in 2 years. So I’ll end up in Shanghai. So.
48 00:03:29.430 ⇒ 00:03:32.416 Amber Lin: Yeah, you have some problems taking your calls.
49 00:03:33.158 ⇒ 00:03:42.000 Robert Tseng: Yeah, well, hopefully, by then we will have so sold the business and so, and paid everybody out. So that’s the to do.
50 00:03:42.000 ⇒ 00:03:42.450 Amber Lin: See it.
51 00:03:42.450 ⇒ 00:03:44.786 Robert Tseng: Yeah, I don’t wanna be in rainforest for that long.
52 00:03:46.760 ⇒ 00:03:47.580 Robert Tseng: Yeah.
53 00:03:48.330 ⇒ 00:03:49.240 Amber Lin: Okay.
54 00:03:49.842 ⇒ 00:03:54.430 Amber Lin: I’m very excited about this brand name that we’re gonna talk about.
55 00:03:54.720 ⇒ 00:04:00.902 Robert Tseng: Nice. Yeah, I kinda went in there this morning and put a bunch of stuff so we can kind of talk through what I put there.
56 00:04:01.570 ⇒ 00:04:04.429 Amber Lin: Did they give you cookies? Oh, you didn’t go in person?
57 00:04:04.920 ⇒ 00:04:10.479 Amber Lin: No, no, their their office is in Philly. So if you’re ever in Philly, I’m sure you could go visit.
58 00:04:10.480 ⇒ 00:04:16.810 Amber Lin: Okay, I will go gather some cookies. Alright. Let’s talk about it.
59 00:04:17.820 ⇒ 00:04:19.630 Amber Lin: Where do you want to start? I haven’t had.
60 00:04:20.084 ⇒ 00:04:23.269 Robert Tseng: Yeah, no worries. I’ll share my screen.
61 00:04:25.360 ⇒ 00:04:36.419 Robert Tseng: Okay? So I know that you started this project charter, which is great. I think this is definitely every client should have this. We kinda we’re doing this. I mean, I was doing. I was putting this together for every client before. So
62 00:04:36.600 ⇒ 00:04:41.680 Robert Tseng: it’s great, I mean, as far as deliverables and timeline and things. I think this needs to be kind of be updated.
63 00:04:41.790 ⇒ 00:04:47.214 Robert Tseng: I mean, I I was not in a rush to kind of do this earlier on, because I think
64 00:04:47.630 ⇒ 00:05:02.949 Robert Tseng: sometimes you sign one thing and then you go in and it’s completely different. So I do think it’s actually not what I thought it was. I think it’s so you can read the. These are just some of the notes that I took and then I guess.
65 00:05:03.810 ⇒ 00:05:10.870 Robert Tseng: yeah, I mean, I would say that the project really, the the 1st project really is to automate this like
66 00:05:11.480 ⇒ 00:05:16.809 Robert Tseng: pretty much daily scorecard. Thing that the marketing leadership puts together.
67 00:05:17.206 ⇒ 00:05:22.589 Robert Tseng: It’s just like a lot of manual workflows clicking into a bunch of different platforms and bringing data into one place.
68 00:05:24.058 ⇒ 00:05:27.540 Robert Tseng: I was like caught up estimating a few things like.
69 00:05:27.680 ⇒ 00:05:40.850 Robert Tseng: how long does it take? I think they probably spend 15 HA month. Kind of like doing this the Vp of marketing spends 30 min every single day. Kind of doing doing this before 11 Am. Eastern and so.
70 00:05:41.100 ⇒ 00:05:46.779 Robert Tseng: yeah, they’re trying to hand over hand this off over to me to kind of maintain which.
71 00:05:47.580 ⇒ 00:05:53.149 Robert Tseng: yeah, I mean, this is, it’s kind of like, oh, anyway, this it could
72 00:05:53.830 ⇒ 00:05:59.219 Robert Tseng: I? Okay, that’s that’s a sidebar. I’ll just I mean, it’s just it’s just funny that that’s like
73 00:05:59.600 ⇒ 00:06:03.850 Robert Tseng: that’s the scope that they wanted to hand to me, because it’s just very manual and.
74 00:06:03.850 ⇒ 00:06:04.650 Amber Lin: All.
75 00:06:04.650 ⇒ 00:06:06.389 Robert Tseng: So easy. Yeah.
76 00:06:07.140 ⇒ 00:06:07.890 Amber Lin: Yeah.
77 00:06:07.890 ⇒ 00:06:12.200 Robert Tseng: So. Yeah, welcome to corporate America. The expectations are very low.
78 00:06:12.200 ⇒ 00:06:12.740 Amber Lin: Hmm, hmm.
79 00:06:13.230 ⇒ 00:06:14.070 Robert Tseng: Yeah.
80 00:06:15.670 ⇒ 00:06:16.150 Amber Lin: Oh!
81 00:06:16.150 ⇒ 00:06:25.190 Robert Tseng: Anyway. So yeah, there’s like a few components here. So which I kind of have screenshots for everything below. So this is what the scorecard looks like
82 00:06:27.080 ⇒ 00:06:30.960 Robert Tseng: I mean, I’m not gonna like click into anything. I’ll just kind of give you a general view.
83 00:06:31.110 ⇒ 00:06:38.310 Robert Tseng: So if I yeah, sorry if that is that kind of blurry. Can you see it.
84 00:06:38.310 ⇒ 00:06:41.130 Amber Lin: Blurry. It’s blurry, but I can get the text.
85 00:06:41.824 ⇒ 00:07:01.875 Robert Tseng: It is kind of blurry. Okay, whatever. But like, there’s 3 sections here. There’s paid. Media owned marketing, FDA promotion, which is just a food delivery apps. So those are the 3 sections that we’re starting with to kind of someone literally goes in and manually keys this in with the Vp of marketing keys is in every day.
86 00:07:02.330 ⇒ 00:07:10.599 Robert Tseng: and then then there’s this number in the upper left hand corner, which is basically revenue across all stores which comes from a different source.
87 00:07:11.443 ⇒ 00:07:19.809 Robert Tseng: So yeah, so it’s basically yeah, pulling data from a bunch of different places and throwing it into the sheet. At least that’s what it is to start. I think we can.
88 00:07:19.940 ⇒ 00:07:27.560 Robert Tseng: And they literally copy paste this daily screenshot every day. And it’s just one massive excel sheet that they just like.
89 00:07:27.880 ⇒ 00:07:30.669 Robert Tseng: yeah, this is yeah, like, that’s that’s what they do. So.
90 00:07:30.670 ⇒ 00:07:31.260 Amber Lin: Oh!
91 00:07:31.260 ⇒ 00:07:36.150 Robert Tseng: I think there’s a lot of things to improve, but I think the 1st thing to automate is just out of to
92 00:07:36.550 ⇒ 00:07:49.449 Robert Tseng: well, we’ll take on just like populating those daily fields. And then we’re gonna have to automate it in parallel. So all of the details for all the different data sources, and where the data is coming from is kind of listed out here. So I won’t go
93 00:07:49.560 ⇒ 00:07:52.740 Robert Tseng: kind of into it. Too much detail.
94 00:07:53.210 ⇒ 00:07:53.760 Robert Tseng: But.
95 00:07:54.680 ⇒ 00:07:57.105 Robert Tseng: Yeah, I do think that.
96 00:07:59.690 ⇒ 00:08:09.289 Robert Tseng: I already kind of brought a project here with milestones and tickets, I think. We can kind of just migrate this into like linear and maybe make some changes.
97 00:08:11.420 ⇒ 00:08:15.159 Robert Tseng: So, yeah, I kind of put that together already. And then
98 00:08:18.260 ⇒ 00:08:19.259 Amber Lin: This isn’t on.
99 00:08:19.260 ⇒ 00:08:23.889 Amber Lin: If you don’t want to do the tickets you can hand them to me, and I can do the tickets. It can save you some time.
100 00:08:24.430 ⇒ 00:08:32.996 Robert Tseng: Yeah, well, I mean, I I do want to just kind of put it on on you to at least put it so you get a sense of like what they’re asking for.
101 00:08:34.280 ⇒ 00:08:36.950 Robert Tseng: Surprised why, they didn’t have any details.
102 00:08:41.250 ⇒ 00:08:44.770 Robert Tseng: And then I was already kind of just thinking through like what the.
103 00:08:48.520 ⇒ 00:08:52.188 Robert Tseng: But from a data perspective like, how do we like build this system out?
104 00:08:52.450 ⇒ 00:08:53.030 Amber Lin: Got it.
105 00:08:53.230 ⇒ 00:08:54.579 Robert Tseng: So this is like.
106 00:08:54.800 ⇒ 00:08:58.990 Robert Tseng: so I think why, I would like to get out of this call. We’ll we’ll once we’ll just kind of.
107 00:08:59.670 ⇒ 00:09:14.289 Robert Tseng: We’ll get all this pro. All this project stuff set up in in linear and then kind of like, have you kind of? We can talk, break it down and and think about like team assignments. So I think that’s kind of where I would want to work with you there on
108 00:09:15.730 ⇒ 00:09:16.680 Robert Tseng: And
109 00:09:17.940 ⇒ 00:09:23.329 Robert Tseng: yeah, I mean, I can. I can walk through this brief if you if we want to. But that’s I would say not.
110 00:09:23.330 ⇒ 00:09:24.080 Amber Lin: If it’s there.
111 00:09:24.940 ⇒ 00:09:26.020 Amber Lin: Yeah, okay.
112 00:09:27.180 ⇒ 00:09:27.730 Robert Tseng: Cool.
113 00:09:27.920 ⇒ 00:09:36.504 Robert Tseng: So that’s that’s it. That’s that’s the 1st thing that I’ve learned about. There’s more. But I basically want to drag this out over 2 weeks. And
114 00:09:37.640 ⇒ 00:09:40.170 Robert Tseng: I want to tell them that. Yeah, we can start
115 00:09:40.550 ⇒ 00:09:46.969 Robert Tseng: that. Yeah, I can basically reply, I can start updating the Daily Scorecard by
116 00:09:47.160 ⇒ 00:09:58.520 Robert Tseng: mid to late next week. And it’ll probably start off a bit manual until the automation catches up, which I think we could probably finish it, one in one sprint.
117 00:09:59.720 ⇒ 00:10:00.810 Robert Tseng: Yeah, okay.
118 00:10:01.080 ⇒ 00:10:05.250 Amber Lin: So are we doing the automations in tandem.
119 00:10:06.240 ⇒ 00:10:07.169 Robert Tseng: Yeah, I think so.
120 00:10:07.270 ⇒ 00:10:12.690 Robert Tseng: because there does need to be like a clear handover. And I want to take it on sooner rather than later.
121 00:10:13.990 ⇒ 00:10:19.445 Robert Tseng: but yeah, I mean, I would like somebody on the team to do it just like following the instructions.
122 00:10:21.874 ⇒ 00:10:25.440 Amber Lin: I think you should grab Mustafa.
123 00:10:26.920 ⇒ 00:10:27.530 Robert Tseng: Okay.
124 00:10:28.390 ⇒ 00:10:32.836 Amber Lin: Yeah, he’s pretty good with these, I know with,
125 00:10:33.540 ⇒ 00:10:37.360 Amber Lin: yeah, just automation’s probably easier for him.
126 00:10:39.280 ⇒ 00:10:39.820 Robert Tseng: Cool.
127 00:10:40.110 ⇒ 00:10:44.179 Robert Tseng: Alright. Yeah. So I think I’m I think Masaha would be great.
128 00:10:47.280 ⇒ 00:10:51.979 Amber Lin: And if it’s very manual I can, I can help you. Look at
129 00:10:52.340 ⇒ 00:10:55.180 Amber Lin: the initial like populating the fields
130 00:10:55.510 ⇒ 00:11:01.659 Amber Lin: after I read through what this is about. If I if I understand it correctly, I can help you do those
131 00:11:02.470 ⇒ 00:11:03.020 Amber Lin: a lot.
132 00:11:03.020 ⇒ 00:11:05.900 Amber Lin: Yeah, they’re only you interface with them.
133 00:11:06.820 ⇒ 00:11:09.249 Robert Tseng: No, no, I mean, well, yeah, as far as like.
134 00:11:09.880 ⇒ 00:11:14.889 Robert Tseng: I will probably still need to be in meetings like the way that they structure. Their contract like they don’t.
135 00:11:15.470 ⇒ 00:11:35.931 Robert Tseng: whatever like their legal team, is kind of annoying. But yeah, like it. It will just be supposedly me. But I think I’m I’m not. Gonna I’m I’m gonna hand it off. But I can show up to meetings and stuff because I’m just there to gather as much scope as I can over the next 2 to 4 weeks, and then hit them with a bigger proposal. So
136 00:11:37.140 ⇒ 00:11:37.750 Robert Tseng: Yeah.
137 00:11:39.870 ⇒ 00:11:43.040 Amber Lin: Okay, to.
138 00:11:44.070 ⇒ 00:11:44.680 Robert Tseng: Yeah.
139 00:11:46.640 ⇒ 00:11:56.619 Robert Tseng: I mean, as you’re reading through the notes, I think I tried to have screenshots for the visuals. But yeah, I think this is the scorecard that we would be kind of changing
140 00:11:56.820 ⇒ 00:12:01.779 Robert Tseng: everything. Maybe I could share this. But
141 00:12:13.970 ⇒ 00:12:21.870 Robert Tseng: yeah. So I have like a Microsoft account. That’s in one pass I can share, and then people can get access to it. But this is like what the actual file looks like.
142 00:12:22.360 ⇒ 00:12:25.890 Robert Tseng: So today is the 25.th
143 00:12:31.490 ⇒ 00:12:34.951 Robert Tseng: Yeah. So I’m I’m still getting access to all the tools. But
144 00:12:36.630 ⇒ 00:12:41.148 Robert Tseng: Yeah. So this would be the the main sheet that we would have to update.
145 00:12:46.270 ⇒ 00:12:57.109 Robert Tseng: this stuff like store revenue comes from like a daily email report
146 00:12:57.770 ⇒ 00:13:06.829 Robert Tseng: that looks like this. It’s literally just an excel sheet that like has these numbers. And so they literally just copy these out and put it into
147 00:13:08.430 ⇒ 00:13:09.890 Robert Tseng: into the spreadsheet.
148 00:13:11.040 ⇒ 00:13:13.080 Robert Tseng: I don’t have access to that email distro yet.
149 00:13:13.950 ⇒ 00:13:18.649 Robert Tseng: Then Google and Meta ads, I mean, right? Now, someone’s built.
150 00:13:19.653 ⇒ 00:13:28.159 Robert Tseng: Yeah, this is blows my mind. But their internal data team built this report. That’s just Google ads.
151 00:13:28.600 ⇒ 00:13:30.430 Robert Tseng: like metrics.
152 00:13:31.680 ⇒ 00:13:34.570 Robert Tseng: Like I said, I, just, it’s literally only.
153 00:13:35.032 ⇒ 00:13:38.729 Amber Lin: As in horrible as, or as in crazy.
154 00:13:39.610 ⇒ 00:13:43.310 Robert Tseng: I mean, this is like, or this is horrible like this is.
155 00:13:44.580 ⇒ 00:13:49.909 Robert Tseng: you have a dashboard that only has one source like, why do you even need a dashboard, like, I know?
156 00:13:51.370 ⇒ 00:13:52.830 Robert Tseng: Yeah. So
157 00:13:53.150 ⇒ 00:14:01.310 Robert Tseng: I cannot wait until I look at their underlying data warehousing and like all the pipelines and be able to
158 00:14:02.070 ⇒ 00:14:05.199 Robert Tseng: make some other comments about what should be changed. But.
159 00:14:06.090 ⇒ 00:14:11.440 Robert Tseng: Yeah, they built this ads, kind of beat for
160 00:14:11.650 ⇒ 00:14:17.589 Robert Tseng: the marketing team to once again. Just copy, paste these things into the spreadsheet.
161 00:14:19.670 ⇒ 00:14:26.739 Robert Tseng: And they have another Google sheet for Facebook, because Facebook ads is managed by like a
162 00:14:27.260 ⇒ 00:14:33.170 Robert Tseng: agency that they work with, which is another source to manually like copy paste in.
163 00:14:35.540 ⇒ 00:14:40.999 Robert Tseng: Braze is their crm, so that’s their version of a hubspot or salesforce.
164 00:14:42.950 ⇒ 00:14:45.899 Robert Tseng: So we need to get braves. Login go in there
165 00:14:46.040 ⇒ 00:14:56.049 Robert Tseng: and then they they probably run like 3 to 5 campaigns per day. So you would just need to click. We would just click into these campaigns and then
166 00:14:56.260 ⇒ 00:15:01.470 Robert Tseng: get the metrics and paste it into this.
167 00:15:02.620 ⇒ 00:15:03.190 Amber Lin: Wow!
168 00:15:03.190 ⇒ 00:15:09.309 Robert Tseng: Spreadsheet manually once again, and then that needs to be tasted once again
169 00:15:09.690 ⇒ 00:15:14.219 Robert Tseng: into into here. So that’s how we get the owned marketing.
170 00:15:15.970 ⇒ 00:15:24.230 Robert Tseng: And then, lastly, for food, delivery apps, uber, Grubhub, and Doordash. All have their own systems. You have to log into their reports.
171 00:15:24.230 ⇒ 00:15:24.780 Amber Lin: Oh!
172 00:15:24.780 ⇒ 00:15:32.670 Robert Tseng: Great daily reports, and then copy. Paste it, you know, into a spreadsheet, and then
173 00:15:33.500 ⇒ 00:15:35.260 Robert Tseng: they send it to the spreadsheet like that’s
174 00:15:35.830 ⇒ 00:15:46.290 Robert Tseng: that’s what they do. She spent 2 h showing me this process. I already condensed it as much as I could, but it’s literally just manually copy pasting stuff.
175 00:15:46.290 ⇒ 00:15:47.360 Amber Lin: Poor woman!
176 00:15:47.830 ⇒ 00:15:56.219 Robert Tseng: Yeah, I’m like, I cannot believe you’re the marketing leader. And this is what you have to do. How is your day? How is this allowed from your data team. But
177 00:15:56.650 ⇒ 00:16:01.409 Robert Tseng: anyway, like, that’s that’s like 30 min of her job every day, I guess.
178 00:16:04.560 ⇒ 00:16:09.840 Robert Tseng: yeah. So obviously, I think there’s a lot of things that could be done better, like some of these intermediary sheets. I would just
179 00:16:10.120 ⇒ 00:16:26.391 Robert Tseng: step and hopefully, this kind of gives you like the brain. For, like how we build databases right? Every source should just be connected, I mean, should just go straight into the warehouse, and we would create a model for every source.
180 00:16:27.400 ⇒ 00:16:27.920 Amber Lin: So our.
181 00:16:27.920 ⇒ 00:16:28.480 Robert Tseng: Yeah.
182 00:16:28.480 ⇒ 00:16:31.257 Amber Lin: Seeing this spreadsheet? Or are we
183 00:16:31.930 ⇒ 00:16:40.699 Amber Lin: Taking all the sources, putting into a warehouse, which is, we’re dishing the intermediate spreadsheets, and then we’re pulling everything into this.
184 00:16:41.340 ⇒ 00:16:44.270 Amber Lin: Yeah. Well, I don’t want to over engineer it for now, I think, okay.
185 00:16:44.270 ⇒ 00:16:51.259 Robert Tseng: I also don’t know how much access I’ll get to their warehouse immediately, like it seems quite slow.
186 00:16:51.877 ⇒ 00:17:02.162 Robert Tseng: The fact that you know I’m gonna be charging them 2.5 K this week, and I haven’t gotten access to anything like, they’re just very slow.
187 00:17:02.650 ⇒ 00:17:06.359 Robert Tseng: and I mean, they’re yeah, it’s just free money, I guess. But like.
188 00:17:07.160 ⇒ 00:17:16.459 Robert Tseng: yeah, I don’t know what to say. Like, their data team is not very, not very responsive. And this is an in-house team data team. It’s just like reinforces to me that.
189 00:17:16.460 ⇒ 00:17:19.209 Amber Lin: Oh! That we exist for a reason.
190 00:17:19.829 ⇒ 00:17:27.872 Robert Tseng: Yes, and I want. I want, like 10 more of these clients like these are the easiest clients to work with. They move so slow. It’s ridiculous.
191 00:17:28.170 ⇒ 00:17:32.610 Amber Lin: Yeah, we’ll we’ll get these clients. They will know other clients like these.
192 00:17:33.110 ⇒ 00:17:35.960 Robert Tseng: Yes, anyway. So
193 00:17:36.290 ⇒ 00:17:42.989 Robert Tseng: hey, I don’t really know what their warehousing looks like. I mean, if they already set up a dashboard for Google.
194 00:17:43.460 ⇒ 00:18:03.759 Robert Tseng: I mean, it’s just one source. I assume they must have some marketing data in there. But yeah, I mean, I’m sure they don’t have Dbt working. I mean, I’m I’m sure, probably just lives as a bunch of separate sequel SQL, files that are kind of just run on cron jobs daily, which is basically what Eden had before. Before we came in.
195 00:18:04.150 ⇒ 00:18:04.670 Amber Lin: Okay.
196 00:18:05.310 ⇒ 00:18:05.930 Robert Tseng: So.
197 00:18:05.930 ⇒ 00:18:14.240 Amber Lin: Oh, alright! I’m reading it. Do you have like a technical road map? I think you do.
198 00:18:14.550 ⇒ 00:18:15.690 Robert Tseng: How can we in the.
199 00:18:15.690 ⇒ 00:18:17.540 Amber Lin: And how we want to do it.
200 00:18:18.280 ⇒ 00:18:22.740 Robert Tseng: Yeah, I don’t think I’ve kind of this architecture brief. It’s kinda
201 00:18:23.300 ⇒ 00:18:30.509 Robert Tseng: somewhat gets me like started there. I mean, I didn’t really build out a technical roadmap yet. But I think
202 00:18:32.450 ⇒ 00:18:40.059 Robert Tseng: to me I I want to go source to source to deliverable like one phase at a time. So
203 00:18:40.160 ⇒ 00:18:46.389 Robert Tseng: I think I’ll just start with Google and Meta. Those are easiest to get access to. Hopefully. I’ll have that by early next week.
204 00:18:46.390 ⇒ 00:18:46.870 Amber Lin: Okay.
205 00:18:46.870 ⇒ 00:18:48.640 Robert Tseng: Yeah.
206 00:18:49.380 ⇒ 00:19:01.122 Robert Tseng: ideally they will. Just I’ll be able to dump it somewhere in azure and then, be able to. I worked those Apis before. So I know how to pull the daily metrics out of that. And
207 00:19:02.100 ⇒ 00:19:07.256 Robert Tseng: yeah, I think we could. We could. We could easily automate the this 1st section.
208 00:19:07.600 ⇒ 00:19:15.290 Amber Lin: We’re directly. Are we making any intermediate spreadsheets, or directly pulling into these few cells?
209 00:19:16.090 ⇒ 00:19:30.189 Robert Tseng: No, we’ll probably create our own intermediary one. So at least, like I can dump everything into a separate place, and then I’ll I’ll copy from one from one single source rather than like whatever 10 sources. Also because this is production. And they’re, you know.
210 00:19:30.190 ⇒ 00:19:30.570 Amber Lin: Yeah.
211 00:19:30.570 ⇒ 00:19:32.590 Robert Tseng: Suite looks at this, so I don’t wanna I don’t want to break.
212 00:19:32.590 ⇒ 00:19:35.839 Amber Lin: We can duplicate if we get to make it.
213 00:19:35.840 ⇒ 00:19:36.540 Robert Tseng: Yeah.
214 00:19:36.540 ⇒ 00:19:40.910 Amber Lin: Then match the numbers. Okay, that hopefully understand what we wanna do.
215 00:19:41.240 ⇒ 00:19:42.040 Robert Tseng: Yep.
216 00:19:42.890 ⇒ 00:19:48.919 Robert Tseng: yeah, I just have to like, take a snapshot of this, and we can just create our own file for what that should look like.
217 00:19:49.840 ⇒ 00:19:50.410 Robert Tseng: Yeah.
218 00:19:51.690 ⇒ 00:19:52.370 Amber Lin: Okay.
219 00:19:53.913 ⇒ 00:19:56.259 Amber Lin: What do you want my involvement to be.
220 00:19:57.669 ⇒ 00:20:11.659 Robert Tseng: I think, yeah, just kind of ticketing things out and then kind of helping me like, assign the right team. I think if Mustafa is enough for now, if we want to bring in one ae, like, I guess.
221 00:20:11.990 ⇒ 00:20:18.400 Amber Lin: We probably need one a if there’s modeling task. But he, I think he can help with the
222 00:20:19.020 ⇒ 00:20:48.099 Amber Lin: actually, I think we should ask next week. Tuesday is our allocation meeting. Monday. I’m meeting with Rico to look at people’s current hours, and my goal for that meeting is to understand who’s like, who’s under allocated? Who has more capacity. And Tuesday, since this project takes more time, I think we can survive until Tuesday, and then Tuesday, we can hear input from Utah to how we’re gonna allocate.
223 00:20:48.750 ⇒ 00:20:49.270 Robert Tseng: Okay.
224 00:20:49.270 ⇒ 00:20:50.610 Amber Lin: Yeah, okay.
225 00:20:50.610 ⇒ 00:20:51.540 Robert Tseng: That works.
226 00:20:54.490 ⇒ 00:21:00.889 Robert Tseng: yeah, I think the only progress I need to show them is probably by, I would say around Tuesday, I think. Sounds about right.
227 00:21:01.140 ⇒ 00:21:15.639 Robert Tseng: I will start kind of filling this out for them. So like, I don’t know, like we’re gonna have to do this in parallel where? Yes, there’s like the automated solution that we’re gonna be building. But then need someone to kind of basically come in and do it manually.
228 00:21:17.100 ⇒ 00:21:29.379 Robert Tseng: yeah. So I don’t. I don’t. It can literally just be rico, or like whoever our lowest billable person is like, I think it’s just clicking buttons to get it in. So we can decide who who ends up being doing that?
229 00:21:29.500 ⇒ 00:21:35.591 Robert Tseng: Actually, not Rico, and nobody internal, none of the Philippines people. It’s actually because it is still like,
230 00:21:37.360 ⇒ 00:21:49.519 Robert Tseng: it’s manual. But it’s high visibility like this is. Still, if we’re in executive audience, I can’t get it wrong like that’s gonna be so we can decide on that later. And then.
231 00:21:49.740 ⇒ 00:22:08.001 Robert Tseng: yeah. So Google Meta should be pretty easy and then owned marketing. This comes from Braze that one should also. So all these 2 sections they come from like tools with pretty robust Apis. So I do think that that’s more of a data engineering. Kind of request. And
232 00:22:08.590 ⇒ 00:22:14.360 Robert Tseng: but then Doordash grubhub and uber eats like, I think that is actual, like just automation. They don’t have
233 00:22:14.670 ⇒ 00:22:27.069 Robert Tseng: Apis. And so I mean, I would be great if we can build a gentic workflows that can just go in and like export stuff. So maybe that’s where Busafa would be able to help because he can scrape stuff off of you guys.
234 00:22:30.960 ⇒ 00:22:31.700 Amber Lin: Okay.
235 00:22:31.990 ⇒ 00:22:32.570 Robert Tseng: Yeah.
236 00:22:33.460 ⇒ 00:22:35.120 Robert Tseng: So as we’re talking through it.
237 00:22:35.120 ⇒ 00:22:39.140 Amber Lin: Which one had Apis, which one had robust Apis, just the one.
238 00:22:39.140 ⇒ 00:22:46.509 Robert Tseng: Google, Meta and Brace. So like, yeah, these 1st 2 phases, Fdas do not have Apis.
239 00:22:46.660 ⇒ 00:22:50.550 Robert Tseng: And then this daily sales flash thing is just.
240 00:22:50.940 ⇒ 00:22:51.630 Amber Lin: Okay.
241 00:22:51.940 ⇒ 00:23:02.934 Robert Tseng: Yeah, I mean, I’ll have to think about what what to do there, because that’s more of like a separate spreadsheet that gets sent on a daily basis. I’m trying to get access to the underlying data, but I don’t have it yet.
242 00:23:03.480 ⇒ 00:23:04.170 Amber Lin: Okay?
243 00:23:10.970 ⇒ 00:23:11.900 Amber Lin: All right.
244 00:23:12.140 ⇒ 00:23:18.810 Amber Lin: Yeah, I think, based on this. What I can do is I, I’m gonna read through this first, st and
245 00:23:18.860 ⇒ 00:23:43.230 Amber Lin: I’ll set up a project in linear. And I’ll note down any things we need to do. For now we need to find at least in terms of resources. We need to find a team member to help with the manual fill. I don’t know if that will be me or someone else, and we need to find a team for the data side which we will decide Tuesday. It will be helpful if we can outline what types of need
246 00:23:43.230 ⇒ 00:23:53.199 Amber Lin: we have? I I think I can work with AI with that right now I hear some de work, some ae work, and then some automations work.
247 00:23:54.419 ⇒ 00:23:56.519 Amber Lin: And then
248 00:23:56.870 ⇒ 00:24:06.959 Amber Lin: let me just note down timeline by next Tuesday. Do they need a fully fleshed out like filled in report? Or do they just want that? We started
249 00:24:07.080 ⇒ 00:24:08.510 Amber Lin: by next Tuesday?
250 00:24:08.700 ⇒ 00:24:13.190 Robert Tseng: I don’t think it’s very clear, I think, as long as we, I think if I can take over
251 00:24:13.530 ⇒ 00:24:19.720 Robert Tseng: bits and pieces of this, it’s fine. So like I think, midweek, we can
252 00:24:19.950 ⇒ 00:24:32.200 Robert Tseng: do this section. Maybe by the end of next week we can like have braze done as well like like. I’m not sure timing wise like how how they feel. But
253 00:24:32.950 ⇒ 00:24:36.249 Robert Tseng: yeah, I think that within a week.
254 00:24:36.360 ⇒ 00:24:41.350 Robert Tseng: like man, the manual handoff should be done. But the automation will probably take 2 weeks to do.
255 00:24:41.720 ⇒ 00:24:42.450 Amber Lin: I see.
256 00:24:43.010 ⇒ 00:24:49.149 Robert Tseng: Like I I think I already understand it enough that if I had access to all the tools I could go and start doing this tomorrow like it’s.
257 00:24:49.480 ⇒ 00:24:55.489 Amber Lin: In case we don’t get any access, or there will be okay with that right? If we don’t.
258 00:24:55.490 ⇒ 00:24:59.630 Robert Tseng: Yeah, there’s no access. Then we can’t do anything. I’m still gonna charge them, but they’re just change.
259 00:25:01.120 ⇒ 00:25:10.790 Amber Lin: Okay, sounds good. I have. Some time today I’ll go. Take a look at this. I might move some of your notes around. If that’s okay.
260 00:25:11.020 ⇒ 00:25:11.850 Robert Tseng: Yeah, of course.
261 00:25:11.850 ⇒ 00:25:13.064 Amber Lin: Okay. Sounds good.
262 00:25:14.850 ⇒ 00:25:16.780 Robert Tseng: Cool. Alright, that’s it.
263 00:25:16.780 ⇒ 00:25:17.510 Amber Lin: You.
264 00:25:18.120 ⇒ 00:25:19.500 Robert Tseng: Alright, bye.
265 00:25:19.770 ⇒ 00:25:20.550 Amber Lin: Bye.