Meeting Title: Ops Planning Date: 2026-01-13 Meeting participants: Elizah Joy, Uttam Kumaran, Clarence Stone, Rico Rejoso


WEBVTT

1 00:01:43.690 00:01:45.040 Uttam Kumaran: Hello!

2 00:01:45.710 00:01:46.830 Elizah Joy: Can you hear me?

3 00:01:48.320 00:01:49.110 Uttam Kumaran: Yes.

4 00:01:49.570 00:01:50.949 Elizah Joy: Hi, how are you?

5 00:01:52.480 00:01:53.619 Uttam Kumaran: Good, how are you?

6 00:01:54.050 00:02:02.430 Elizah Joy: I’m also doing good. I think Rico has, a sales meeting, same time as this.

7 00:02:02.620 00:02:03.430 Uttam Kumaran: All good.

8 00:02:05.100 00:02:15.270 Elizah Joy: Alright, so yeah, let me share my screen. For this, I did saw a few notes that you have from yesterday. Do you also want us to add that to our list?

9 00:02:15.540 00:02:17.059 Elizah Joy: That we want to go through?

10 00:02:18.400 00:02:19.949 Uttam Kumaran: Yes, please.

11 00:02:21.610 00:02:24.609 Elizah Joy: I think this one, they moved here.

12 00:02:24.760 00:02:39.510 Elizah Joy: So yeah, just a quick update, I think, for this one. The, affirmation letters recall has, sent them, or if not, he’s gonna send them, because he’s already got the approval from Clarence and from Holly.

13 00:02:45.640 00:02:48.180 Uttam Kumaran: Oh, the leadership affirmation, okay.

14 00:02:48.410 00:02:49.080 Elizah Joy: This one…

15 00:02:49.080 00:02:51.269 Uttam Kumaran: Can I… can I see, like, an example of that?

16 00:02:52.040 00:02:55.449 Elizah Joy: Let me see… what?

17 00:02:55.450 00:02:58.380 Clarence Stone: Tom, I can… I can email it, I can send you a link.

18 00:02:58.670 00:02:59.349 Uttam Kumaran: Oh, okay, yeah.

19 00:02:59.350 00:03:00.040 Clarence Stone: I just… I mean…

20 00:03:00.040 00:03:04.990 Uttam Kumaran: as long as you’re good with it, basically, yeah, I don’t… I would love to get that signed, and then…

21 00:03:05.240 00:03:07.819 Uttam Kumaran: I think that’s a… it’s, like, a nice, like…

22 00:03:08.510 00:03:10.280 Uttam Kumaran: Yeah, it’s the write-up that you saw.

23 00:03:10.280 00:03:29.209 Clarence Stone: before, the only change that I did was Holly recommended that we actually put in the salary changes, like the 5… like, what that 5% bonus adds up to, and things like that, so I added those lines. And I told Rico, if it’s good with you, it’s good with me.

24 00:03:29.520 00:03:31.169 Clarence Stone: It looks good.

25 00:03:32.350 00:03:36.070 Clarence Stone: So, he’s gonna have to make a separate one for each person he sends it out to.

26 00:03:38.530 00:03:39.050 Uttam Kumaran: Yeah.

27 00:03:39.520 00:03:45.300 Clarence Stone: Okay, yeah, he said he’s gonna set it in an ops channel for you to take a last look, but let me send you the link right here.

28 00:03:45.990 00:03:46.570 Uttam Kumaran: Okay.

29 00:03:47.130 00:03:47.650 Clarence Stone: Yep.

30 00:03:56.930 00:03:59.100 Clarence Stone: Sorry, Liza, you can keep going.

31 00:03:59.660 00:04:05.179 Elizah Joy: And then… I just, I think for me, on my end, can I get more…

32 00:04:05.450 00:04:10.340 Elizah Joy: Like, info for, what do we mean by this?

33 00:04:11.100 00:04:11.960 Elizah Joy: 2?

34 00:04:11.960 00:04:24.410 Uttam Kumaran: Oh yeah, so I’d like us to think about planning, like, some type of on-site event in Austin. So, I don’t know, Elijah, are you involved, like, are you involved at all in their LA event they’re planning?

35 00:04:24.530 00:04:29.079 Elizah Joy: If not, then you should definitely be at least aware of that. Let me…

36 00:04:29.400 00:04:31.520 Uttam Kumaran: Make sure you’re in this channel.

37 00:04:31.740 00:04:35.790 Elizah Joy: Yeah, I… yeah, I don’t… haven’t… I mean, this is the first time I’ve heard about it.

38 00:04:36.980 00:04:45.779 Uttam Kumaran: So, I just added you guys, so basically, I would… we’re gonna… I wanna see if it’s possible to get as many people in the U.S. together.

39 00:04:45.970 00:04:47.680 Uttam Kumaran: Sometime next quarter.

40 00:04:47.870 00:04:52.889 Elizah Joy: I mean, let’s… later this year, I want to see if I finally can get everyone in Asia together.

41 00:04:52.890 00:05:00.810 Uttam Kumaran: But for now, like, I just want to see. So, right now, I added you to, the LA office.

42 00:05:00.830 00:05:01.910 Elizah Joy: Channel.

43 00:05:01.910 00:05:08.699 Uttam Kumaran: You’ll see that they’re planning out, like, an event in… In, later this month.

44 00:05:08.900 00:05:18.840 Uttam Kumaran: And I just, like, want you guys to be aware of that and help in case they need any, like, coordination. They’ll be planning a marketing event and getting everybody into, like.

45 00:05:18.970 00:05:36.399 Uttam Kumaran: getting some of the people that are in Los Angeles together. Similarly, this came together really fast, like, 2 weeks. I would like us to think about an event in Austin sometime next quarter, so we probably have, like, 3 or 4 months to plan, but I just want to put it on your guys’ radar.

46 00:05:38.980 00:05:39.999 Elizah Joy: Okay, got it.

47 00:05:43.950 00:05:47.199 Elizah Joy: Will this be, like, a quarterly thing?

48 00:05:49.640 00:05:56.899 Uttam Kumaran: I would… yeah, I would like to get as many people, at least in the US, together on a quarterly basis.

49 00:05:56.910 00:05:59.069 Elizah Joy: It’s, like, my dream.

50 00:06:01.030 00:06:07.640 Uttam Kumaran: In addition, though, if we’re able to do it in the US, then I can also help y’all plan something in Asia.

51 00:06:07.880 00:06:14.019 Uttam Kumaran: Right? Because everybody in the Philippines, but then also we have some folks in India and Pakistan.

52 00:06:14.970 00:06:24.879 Uttam Kumaran: we could think about some way to get everybody together. So, I don’t know, this is the first… this is sort of, like, a little bit open-ended, but, like, we probably need to think a little bit about just, like, how we…

53 00:06:25.200 00:06:27.509 Uttam Kumaran: How we do these global events, you know?

54 00:06:30.510 00:06:34.699 Elizah Joy: Okay, let me… Coordinated week on that.

55 00:06:35.080 00:06:39.690 Clarence Stone: Oh, Tom, I’m gonna be in China, like, tail end of this year, so.

56 00:06:39.690 00:06:40.930 Uttam Kumaran: Oh, really? Okay, yeah.

57 00:06:40.930 00:06:42.390 Clarence Stone: On the way back.

58 00:06:42.390 00:06:43.250 Uttam Kumaran: For sure.

59 00:06:44.860 00:06:45.640 Elizah Joy: Great, okay.

60 00:06:45.640 00:06:51.529 Uttam Kumaran: No, last year I was interested in going, because Robert was in Hong Kong, I was interested in going, I just couldn’t figure it out, so…

61 00:06:52.240 00:06:56.219 Uttam Kumaran: I would like to go to at least the Philippines this year to see everybody.

62 00:06:56.490 00:06:57.080 Elizah Joy: No.

63 00:06:58.250 00:06:59.819 Elizah Joy: Yeah, I think that’ll be great.

64 00:07:00.200 00:07:06.660 Uttam Kumaran: Yeah, but this is where, like, I have to rely on y’all on where to go and how to get everybody there, but…

65 00:07:06.660 00:07:07.520 Elizah Joy: like…

66 00:07:07.530 00:07:16.870 Uttam Kumaran: We can… we can talk about it, so maybe let’s think about an Austin one, and then as we plan the Austin one, we can think about a larger one, because we’ll need to budget and prepare, so…

67 00:07:18.810 00:07:19.990 Elizah Joy: Right…

68 00:07:21.010 00:07:27.680 Elizah Joy: And then this one for the monthly AOR, this is just the, review that we’re gonna do for the AOR.

69 00:07:27.860 00:07:29.610 Elizah Joy: Spreadsheet that we have, right?

70 00:07:31.720 00:07:33.329 Uttam Kumaran: Correct.

71 00:07:33.580 00:07:34.330 Elizah Joy: Yeah.

72 00:07:34.330 00:07:40.340 Uttam Kumaran: Yeah, so I guess I was gonna ask about the operations team hosting, like, a monthly AOR review.

73 00:07:41.210 00:07:45.340 Uttam Kumaran: Whenever you guys feel comfortable. But I want to review the AOR and the OR chart.

74 00:07:45.510 00:07:46.550 Uttam Kumaran: Monthly.

75 00:07:46.810 00:07:52.150 Uttam Kumaran: So it just sort of makes sure that those are, like, in a good place, and that they reflect the latest, you know?

76 00:07:52.630 00:07:54.150 Elizah Joy: Yep. With the…

77 00:07:54.150 00:07:59.089 Uttam Kumaran: Ultimately, like, we could put that together, but without any, like, review or accountability, it’s sort of just, like.

78 00:07:59.510 00:08:00.859 Uttam Kumaran: For a show, right? So…

79 00:08:01.480 00:08:15.640 Elizah Joy: Yep, I do agree. For the AOR, remember, it’s one of our projects for this quarter, so we have that, like, an internal review cycle added into the process, so, let’s…

80 00:08:15.750 00:08:19.930 Elizah Joy: communicate with Rico of how we do that on a monthly basis.

81 00:08:20.050 00:08:34.430 Elizah Joy: And then… so that’s that for the AOR. And then for the org chart, I don’t have the visibility for this. The last time I asked Rika was… Lauren was the one who’s made the org chart before. Is this…

82 00:08:34.429 00:08:37.469 Uttam Kumaran: Is… is that correct? Oh, yeah, I can get you,

83 00:08:37.839 00:08:40.739 Uttam Kumaran: Can I… I’ll just get you the org chart access.

84 00:08:40.940 00:08:44.549 Elizah Joy: Okay, I think… I think that’s… yeah, great.

85 00:08:45.270 00:08:47.200 Elizah Joy: True. You…

86 00:08:48.260 00:08:52.929 Uttam Kumaran: Yeah, and ideally, this software is pretty good, we can just continue to use this. I mean…

87 00:08:53.330 00:08:57.830 Uttam Kumaran: Yeah, like, seems like a decent thing, I don’t know.

88 00:09:01.490 00:09:03.840 Uttam Kumaran: That’s, again, something that, like, I just want…

89 00:09:03.970 00:09:07.730 Uttam Kumaran: questions about, like, what is our org chart and stuff, we just sort of want to, like.

90 00:09:08.030 00:09:09.479 Uttam Kumaran: Cross that off, you know?

91 00:09:10.010 00:09:11.870 Elizah Joy: Okay.

92 00:09:12.340 00:09:12.944 Elizah Joy: Chicken…

93 00:09:14.620 00:09:25.029 Elizah Joy: And then for, the finance team Gantt chart, are these the projects that, we have, at the moment with the finance team?

94 00:09:26.630 00:09:27.880 Elizah Joy: or…

95 00:09:29.650 00:09:38.080 Uttam Kumaran: Yeah, I guess my… more of my question here is, like, I would like,

96 00:09:38.840 00:09:47.809 Uttam Kumaran: like, ops team to start to basically be, like, the bosses of the finance team in some way, meaning, like.

97 00:09:47.970 00:09:51.560 Uttam Kumaran: Finance rolls into operations right now.

98 00:09:51.680 00:09:58.260 Uttam Kumaran: Because finance is just, like, bookkeeping, accounting, payroll, and y’all…

99 00:09:58.270 00:10:14.630 Uttam Kumaran: need to just make sure that team is able to plan out, like, what are we doing on a monthly basis. So I don’t necessarily need them to do tickets, because this is also where they’re not part of our team, it’s sort of Megan and her team, but I do want to start to see a Gantt chart of, like, what are all the things

100 00:10:14.710 00:10:21.410 Uttam Kumaran: Like, what are the big rocks, and, like, what are the big things? So, my expectation is that the operations team can manage

101 00:10:21.730 00:10:26.020 Uttam Kumaran: start to manage them, and it’s sort of taking ownership of them, versus right now, it’s sort of like…

102 00:10:26.120 00:10:31.449 Uttam Kumaran: finance, ops, and me. Instead, it’s, like, me, then ops, then finance underneath y’all.

103 00:10:42.880 00:10:44.030 Elizah Joy: manually.

104 00:10:47.650 00:10:51.309 Elizah Joy: Okay, and then, last on my end…

105 00:10:52.020 00:10:57.979 Elizah Joy: I’m sorry, not on my end, but this question I do have is this one, the C-Corp transition plan.

106 00:11:00.660 00:11:06.319 Uttam Kumaran: Yeah, so this is, again, this is something that Finance team owns this project.

107 00:11:06.470 00:11:14.299 Uttam Kumaran: we’re transitioning from an LLC to a C-Corp, it’s, like, in progress, but I don’t… I want to get that… I want to know all the steps.

108 00:11:14.440 00:11:16.840 Elizah Joy: And I want to see it in a Gantt chart.

109 00:11:17.090 00:11:28.440 Uttam Kumaran: So this is where, like, I wouldn’t… I wouldn’t ask Megan to do it, I would probably tell her, like, hey, I need to know what all the steps are, and we’re gonna put together a Gantt chart for you to approve.

110 00:11:29.720 00:11:35.519 Uttam Kumaran: Because they’re managing this process, and I don’t have, like, great visibility into the… into, like, all the steps.

111 00:11:37.390 00:11:43.800 Uttam Kumaran: So consider this, like, this is, like, an operations project, but the finance team is executing it. Does that make sense?

112 00:11:43.970 00:11:45.200 Elizah Joy: Okay.

113 00:11:47.520 00:11:54.210 Uttam Kumaran: So a finance team will always have several projects, right? They’re… they’re always doing payroll, they’re always doing,

114 00:11:54.590 00:12:09.669 Uttam Kumaran: like, invoicing, right? So those are, like, ongoing things. And then they’re gonna have these kind of projects, like C-Corp transition, we’re gonna do W-2, we’re gonna do healthcare, right? So, but… but… whatever the, you know, the… in the, you know the racy chart, like.

115 00:12:10.460 00:12:14.069 Uttam Kumaran: They’re responsible, but you guys are, like, the ones managing.

116 00:12:30.100 00:12:40.099 Elizah Joy: Okay, and then, last week, we do have this in our, list, but…

117 00:12:40.310 00:12:42.169 Elizah Joy: Decision on the Donut app?

118 00:12:43.080 00:12:44.880 Elizah Joy: So, this one.

119 00:12:46.590 00:12:47.220 Elizah Joy: Oh.

120 00:12:47.220 00:12:53.799 Uttam Kumaran: Yeah, my… mainly, I was like, I think you guys have the Donut app in your ops.

121 00:12:54.120 00:12:56.040 Uttam Kumaran: thing in your OPS,

122 00:12:59.070 00:13:04.310 Uttam Kumaran: what’s it called? Roadmap, right?

123 00:13:04.650 00:13:05.890 Elizah Joy: Yeah.

124 00:13:07.080 00:13:12.160 Uttam Kumaran: So, I just want to confirm that that’s, that’s…

125 00:13:12.270 00:13:15.660 Uttam Kumaran: That… you guys are all set there, you don’t need anything from me on donuts.

126 00:13:15.920 00:13:32.620 Elizah Joy: Yep, for donuts, I did, just send a message from Lauren yesterday, because, the challenge before was that she’s the only one who’s got access to that, but yeah, she’s transferred that over to me, and then we’ll be ensuring that, it’s…

127 00:13:32.730 00:13:38.860 Elizah Joy: it goes together with the buddy program, right? So, so that everyone uses the Donut app.

128 00:13:39.840 00:13:42.100 Elizah Joy: And then, encourage team culture.

129 00:13:47.610 00:13:51.029 Uttam Kumaran: Yeah, so biggest thing is, like, I know you have the,

130 00:13:51.450 00:13:57.929 Uttam Kumaran: I just want to make sure that we are, like, that people are using it, and that you have a roadmap onto it, right, for donuts.

131 00:14:01.280 00:14:12.110 Clarence Stone: Hey, U-Tam, can I ask for the Donut app for, like, maybe once a month at our All Hands? Like, highlight some of the donut connections that happen and give the app a shout-out?

132 00:14:12.260 00:14:15.729 Clarence Stone: I mean, I really hate paying for things that people don’t end up using.

133 00:14:17.020 00:14:21.019 Uttam Kumaran: I agree. I did a great donut with Holly, you know, the other day, so…

134 00:14:33.330 00:14:37.140 Elizah Joy: Okay, and then last one,

135 00:14:38.020 00:14:44.689 Elizah Joy: Of the Forging the Future document that we have, is that good to go for us to move that into Notion?

136 00:14:48.290 00:14:50.210 Uttam Kumaran: I think too, it’s good.

137 00:14:50.330 00:14:55.679 Uttam Kumaran: Yeah, and then… but then I would just basically, Clarence, I would just deprecate the Google Doc.

138 00:14:56.270 00:14:56.730 Elizah Joy: Hmm…

139 00:14:57.190 00:14:57.770 Clarence Stone: Yep.

140 00:14:57.920 00:14:58.550 Clarence Stone: Yep.

141 00:14:58.550 00:14:59.060 Uttam Kumaran: And then we can.

142 00:14:59.060 00:14:59.380 Clarence Stone: I’ll…

143 00:14:59.380 00:15:03.700 Uttam Kumaran: Adding… if we need any new versions, we can basically add it to there.

144 00:15:09.850 00:15:15.480 Clarence Stone: Yeah, so Eliza, just let me know when you’re done transferring it over, and I’ll deprecate the doc so people stop going to it.

145 00:15:16.040 00:15:18.310 Elizah Joy: Okay, I will…

146 00:15:27.680 00:15:31.949 Elizah Joy: Okay, and then last on mine, there are a few, requests.

147 00:15:32.250 00:15:36.960 Elizah Joy: That needs approval, so Zorin requested a keyboard.

148 00:15:37.760 00:15:39.260 Elizah Joy: a keyboard…

149 00:15:40.070 00:15:50.630 Elizah Joy: Because he mentioned that during one of his calls, someone mentioned that his keyboards are noisy. So yeah, I think I do need a decision on that, because he’s following up on that.

150 00:15:51.610 00:15:58.599 Uttam Kumaran: Okay. I mean, yeah. Again, like, I think, I just want to do these weekly, like, I… we don’t need to…

151 00:15:58.980 00:16:18.210 Uttam Kumaran: I guess what we can do… eventually, we can think about more streamlined equipment request approvals, but let’s just… you could just tell people, hey, we do all these types of approvals on… on Mondays. But yeah, I guess I’m… I’m fine with that. Does he… I don’t know if we have a keyboard guideline, but I’m happy to get him one.

152 00:16:18.550 00:16:37.259 Elizah Joy: Okay. With the guideline, there’s… we don’t have that one yet, but he did ask for a specific keyboard that he wanted to use, and the budget, the estimated cost for that is 170, including the delivery fee and shipping.

153 00:16:38.000 00:16:41.499 Uttam Kumaran: Can you send me what it is? That’s, like, a lot… I mean, that’s a lot for a keyboard, right?

154 00:16:41.500 00:16:45.930 Elizah Joy: Amid… grab.

155 00:16:50.340 00:16:55.600 Elizah Joy: And here, what he has is… this.

156 00:16:55.910 00:16:58.860 Elizah Joy: Keyboard is the Logitech keyboard.

157 00:17:04.839 00:17:07.839 Elizah Joy: Yeah, something looking like this.

158 00:17:15.410 00:17:17.179 Uttam Kumaran: Oh, okay.

159 00:17:17.410 00:17:21.770 Uttam Kumaran: Yeah, send me… can you just send me this link? I’m just gonna look through and see if there’s a better one.

160 00:17:22.470 00:17:23.400 Elizah Joy: Okay.

161 00:17:23.400 00:17:24.489 Uttam Kumaran: Perfect, that’s fine.

162 00:17:25.210 00:17:37.650 Elizah Joy: Send that over, and then for… this is, the last one on my end. For the expense review, who do we… who’s the right person to review their expenses for that? Is that Robert, or…

163 00:17:38.060 00:17:40.949 Uttam Kumaran: No, I’ll approve, yeah, I’ll approve all those.

164 00:17:40.950 00:17:45.080 Elizah Joy: Okay, I’ll send over Luke’s request as well for this.

165 00:17:45.080 00:17:48.620 Uttam Kumaran: Eventually, we’ll get to the point that as long as it’s within budget.

166 00:17:48.840 00:17:49.920 Elizah Joy: Like…

167 00:17:49.940 00:17:55.030 Uttam Kumaran: It can go for approval, but it takes 5 seconds, so it can all be sent to me for approval.

168 00:18:07.290 00:18:24.370 Elizah Joy: Okay, and just a quick… few quick updates on my end. So, for the legal contract review that we have for Holly, well, I’ll have a call with her tomorrow. It was supposed to be today, but she was having some tech issues, so we moved that for tomorrow. So, for the legal contract review.

169 00:18:24.600 00:18:25.660 Elizah Joy: Or about.

170 00:18:25.660 00:18:31.009 Uttam Kumaran: Yeah, so this is getting, like, more and more pressing, because we’re already into the new year.

171 00:18:31.140 00:18:33.029 Elizah Joy: And, like, I just…

172 00:18:33.610 00:18:43.589 Uttam Kumaran: if we’re gonna do a revamp of all our contracts, we just need to do it. Otherwise, I’m gonna send it to our external counsel to do it. It’s gonna be way more expensive.

173 00:18:43.890 00:18:51.180 Uttam Kumaran: So that’s what I would just stress to Holly, that, like, we really just need this… Done.

174 00:18:52.210 00:18:54.430 Uttam Kumaran: So, yeah.

175 00:18:55.730 00:18:57.610 Elizah Joy: Okay, I’ll mention to…

176 00:18:57.610 00:19:01.460 Uttam Kumaran: This… this is gonna make it into the… into the Gantt chart, right?

177 00:19:01.460 00:19:02.449 Elizah Joy: Yeah.

178 00:19:03.360 00:19:06.130 Elizah Joy: One of our high, priorities.

179 00:19:08.420 00:19:09.040 Uttam Kumaran: Okay, great.

180 00:19:09.840 00:19:12.069 Elizah Joy: Okay, and then,

181 00:19:12.230 00:19:31.040 Elizah Joy: the ops team would also be starting to initialize the restructuring of Notion in a very cautious way. So yesterday, we’ve had a call with Gabe, so just an update on that, on how we can do it more, effectively for everyone, and he’s made some recommendations.

182 00:19:31.180 00:19:45.060 Elizah Joy: for the databases that, we have in there, and then one last thing for me is the Friday hours. So, Opstin will be…

183 00:19:46.100 00:19:58.850 Elizah Joy: taking a look closely on that, implementing the ones that we’ve mentioned yesterday during our, I think SL call with Awash, and then I’ll be working with him for the December hours for

184 00:19:59.020 00:20:01.379 Elizah Joy: The malaria on what we can do about that.

185 00:20:02.290 00:20:02.870 Uttam Kumaran: Okay.

186 00:20:03.780 00:20:07.179 Elizah Joy: Okay, Rico, do you have anything to add?

187 00:20:12.430 00:20:24.209 Rico Rejoso: Yeah, not much, been transitioning to some sales stuff, but yeah, I guess my focus will be on the recruitment, and also on… yeah, the revamping of, or restructuring of Notion.

188 00:20:33.150 00:20:38.870 Uttam Kumaran: Great, so I still need to review that Notion doc, the Notion… revamped doc, but yeah.

189 00:20:40.210 00:20:55.559 Rico Rejoso: Yeah, Eliza and I will further discuss, since, I can share some, of the details in Notion that we need, like, to prior for stuff, but yeah, we’ll go over it, and we’ll send a finalized talk for it, if in case there will be changes.

190 00:21:07.390 00:21:12.099 Elizah Joy: Hey, anything from… anything else from you, Clarence?

191 00:21:14.280 00:21:15.670 Clarence Stone: Nothing for me.

192 00:21:18.870 00:21:21.110 Elizah Joy: Okay, how about you, Tom?

193 00:21:21.870 00:21:24.220 Uttam Kumaran: Can we take a look at the Gantt again?

194 00:21:26.240 00:21:27.100 Elizah Joy: that up.

195 00:21:33.520 00:21:37.889 Elizah Joy: So, yeah, the AOR doc, software insights.

196 00:21:44.430 00:21:45.830 Uttam Kumaran: Okay, so…

197 00:21:49.000 00:21:56.199 Uttam Kumaran: Yeah, I guess… so, really, my… what I’m gonna ask about is… there’s a lot of red, so tell me about all the red.

198 00:21:58.030 00:22:00.249 Elizah Joy: a bit behind this,

199 00:22:00.250 00:22:10.449 Uttam Kumaran: Yeah, so I would say, like, margins dashboard and cost dashboard, let’s just move to next month. Like, it’s not a priority right now.

200 00:22:14.090 00:22:17.940 Uttam Kumaran: That would be my suggestion. So what you can do is you can actually drag that section

201 00:22:18.600 00:22:22.250 Uttam Kumaran: Like, you can drag this… I think?

202 00:22:22.690 00:22:30.009 Uttam Kumaran: and you can just move it. So I would just move it. So that way, these two are definitely important, like…

203 00:22:30.280 00:22:33.520 Uttam Kumaran: These two, and then we also have the contract review.

204 00:22:33.720 00:22:46.040 Uttam Kumaran: Notion, so yeah, maybe let’s just… so I know you have, like, HP, LP, like, are you… what’s the plan? Are you gonna create just one Gantt with everything, basically?

205 00:22:46.830 00:22:55.449 Elizah Joy: The issue that I’ve had here was that with all these, tasks included in here, I’ve gotten,

206 00:22:55.560 00:22:59.759 Elizah Joy: like, I can’t fit all of them, it only allows up to 99 items in.

207 00:22:59.760 00:23:00.950 Uttam Kumaran: Oh…

208 00:23:00.950 00:23:01.710 Elizah Joy: So I did…

209 00:23:01.710 00:23:02.450 Uttam Kumaran: Really?

210 00:23:03.220 00:23:08.340 Elizah Joy: That’s why I put it in the other, Gantt chart that we’ve had.

211 00:23:08.950 00:23:10.450 Uttam Kumaran: Okay, okay, that’s fine.

212 00:23:10.970 00:23:19.829 Elizah Joy: Yeah, that’s what I did. The one, expected to be completed for this week is the AOR doc, and then the software expense review.

213 00:23:20.540 00:23:39.230 Uttam Kumaran: Another thing you could do is to do, like, high priority… is to just do, like, one for Q1. I guess this is all Q1 stuff, so okay, makes sense. So I would… so, like, so we have, yeah, software expense review, AOR doc confirmation… let’s scroll down, and just want to see what the others are.

214 00:23:39.630 00:23:46.779 Uttam Kumaran: So yeah, buddy program, recruitment process, new client onboarding… yeah, so… so…

215 00:23:47.090 00:23:56.329 Uttam Kumaran: I would say, let’s move all the low priority ones to just the bottom of this, like… move all the low priority sections to the bottom.

216 00:23:56.460 00:24:09.160 Uttam Kumaran: So, for example, if you… if you take… if you try to move this guy, like, if you click on that, it’s gonna prompt you here, so let’s move margins dashboard, cost dashboard, all the way to the bottom.

217 00:24:10.110 00:24:16.079 Uttam Kumaran: So these are all, like… so these are all low priority, basically. I think that’s what we discussed, right?

218 00:24:16.080 00:24:16.600 Elizah Joy: Yeah.

219 00:24:17.240 00:24:27.879 Uttam Kumaran: Certainly, these are all, like, yeah, these are high priority. This one is not as high, but because it’s, like, easy, like, it doesn’t take very long, I wanted to prioritize that.

220 00:24:28.110 00:24:33.109 Uttam Kumaran: Was there… but I don’t… so the contract stuff is in the LP one, right?

221 00:24:33.790 00:24:36.030 Elizah Joy: Let me… Shit.

222 00:24:39.360 00:24:43.169 Uttam Kumaran: And then also, this one says HP also, too, so maybe we can rename that.

223 00:24:43.980 00:24:45.520 Elizah Joy: Okay.

224 00:24:48.780 00:24:51.519 Uttam Kumaran: I don’t know. Oh, you may have to go back here, yeah.

225 00:24:59.440 00:25:05.480 Uttam Kumaran: Yeah, so Donut… And… So, Donut, Notion…

226 00:25:05.910 00:25:11.249 Uttam Kumaran: And then, is there anything else below here? Donut Notion contracts need to move to that HP.

227 00:25:11.600 00:25:15.469 Uttam Kumaran: So I guess this is where, like, I don’t… you don’t need to move it there if it’s, like.

228 00:25:15.680 00:25:22.750 Uttam Kumaran: I don’t know what it’s like, I don’t know if it’s easy to copy-paste, but yeah, Scale Donut, these three are, like.

229 00:25:23.020 00:25:24.769 Uttam Kumaran: Would be great to do.

230 00:25:25.000 00:25:32.010 Uttam Kumaran: So I’m… so isn’t… is it… it’s kind of not easy to move from one Gantt to the other Gantt, right? Like, you can’t import or anything.

231 00:25:32.540 00:25:34.099 Elizah Joy: Yeah, I… yeah, that was…

232 00:25:34.100 00:25:34.610 Uttam Kumaran: safe.

233 00:25:35.080 00:25:37.160 Uttam Kumaran: Nice experience. Okay, that’s fine, that’s fine.

234 00:25:40.300 00:25:42.369 Uttam Kumaran: I don’t know why, that’s so stupid.

235 00:26:02.370 00:26:04.480 Uttam Kumaran: I’m just gonna chuck one more time.

236 00:26:08.300 00:26:11.019 Uttam Kumaran: Yeah, I also don’t think that you can…

237 00:26:19.660 00:26:24.149 Uttam Kumaran: They have, like, an AI assistant, but I don’t think it does anything.

238 00:26:29.320 00:26:30.130 Uttam Kumaran: Okay.

239 00:26:30.260 00:26:38.689 Uttam Kumaran: Yeah, so… so I, I would say, like, so let’s, let’s talk through… so even revenue dashboard, yeah, so anything that’s low priority, we can just move to February.

240 00:26:38.850 00:26:43.269 Uttam Kumaran: And then, yeah, I just definitely want to make sure that the ones that we’re taking on

241 00:26:44.000 00:26:47.049 Uttam Kumaran: are get… are gonna get done. So, do we feel comfortable

242 00:26:47.150 00:26:54.610 Uttam Kumaran: With the high priority items, so scale donut, legal contracts, as well as the other high priority, or anything else?

243 00:26:54.970 00:26:57.500 Uttam Kumaran: that you guys want to move out to February?

244 00:26:59.440 00:27:02.070 Elizah Joy: I think on my end would be…

245 00:27:03.350 00:27:07.470 Elizah Joy: Not on that board, but then for this one.

246 00:27:07.860 00:27:10.810 Elizah Joy: the… Client onboarding.

247 00:27:11.540 00:27:13.840 Elizah Joy: And then Client Health Tracker.

248 00:27:15.870 00:27:18.759 Elizah Joy: Can be moved to the next month.

249 00:27:20.020 00:27:25.540 Elizah Joy: Is Notion’s gonna take up a lot of… time as well.

250 00:27:28.920 00:27:29.560 Uttam Kumaran: Okay.

251 00:27:29.950 00:27:35.590 Uttam Kumaran: Yeah, so I would… I wouldn’t move anything low priority, you can move to Feb or March.

252 00:27:35.860 00:27:40.479 Uttam Kumaran: And then I think, tell me about the high-priority items, like what we want to manage, basically.

253 00:27:41.230 00:27:57.099 Elizah Joy: Yep. So, AOR Doc, Software Expensive View Buddy Program, I was thinking that it can be done alongside with the scale, sorry, not the scale, but the Donut app, and then from this board would be…

254 00:27:59.890 00:28:01.940 Elizah Joy: legal contracts in Notion.

255 00:28:02.840 00:28:03.520 Uttam Kumaran: Okay.

256 00:28:03.520 00:28:04.570 Elizah Joy: Yeah.

257 00:28:04.590 00:28:05.420 Uttam Kumaran: Okay.

258 00:28:06.460 00:28:08.370 Uttam Kumaran: Makes sense. Okay, great.

259 00:28:09.010 00:28:09.790 Elizah Joy: Yep, so.

260 00:28:09.790 00:28:17.699 Uttam Kumaran: Yeah, this is just what I would like to look at weekly when we meet, just to understand, like, if we’re on progress, or how you guys feel, you know, so…

261 00:28:17.830 00:28:24.309 Uttam Kumaran: And then that way, you can also tell me, hey, we’re not able to get all these done, make a decision. I’m happy to make the decision for you.

262 00:28:25.110 00:28:32.749 Elizah Joy: Okay, and then these, just to confirm, these tasks, we’d like this to be also reflected in linear. Is that…

263 00:28:33.510 00:28:34.190 Elizah Joy: Correct.

264 00:28:35.230 00:28:35.550 Elizah Joy: Or…

265 00:28:35.550 00:28:41.080 Uttam Kumaran: Yeah, and that’s where I’m… I’ll let you guys manage the linear however you’d like.

266 00:28:41.280 00:28:45.149 Uttam Kumaran: I would prefer that, but again, it’s your… it’s…

267 00:28:45.440 00:28:48.739 Uttam Kumaran: Right now, it’s just you and Rico, so however you guys work best.

268 00:28:50.790 00:28:51.240 Elizah Joy: I think I’.

269 00:28:51.240 00:28:52.249 Uttam Kumaran: You know, so…

270 00:28:53.110 00:28:54.710 Elizah Joy: For visibility as well.

271 00:28:55.370 00:28:56.190 Uttam Kumaran: Yes.

272 00:29:05.090 00:29:17.239 Elizah Joy: So yeah, I think with all those projects, the, Buddy Program, Legal Contracts, Notion, AOR doc, Software Expense Review, and then…

273 00:29:17.950 00:29:28.869 Elizah Joy: haven’t mentioned Notion, but yeah, those projects for this January, are doable and visible for this month of January. Notion would have to overlap up until

274 00:29:29.350 00:29:30.570 Elizah Joy: February.

275 00:29:31.100 00:29:33.500 Elizah Joy: But yeah, since, gay, I think…

276 00:29:33.910 00:29:38.639 Elizah Joy: Gabe was also waiting on the Notion reorganization structure.

277 00:29:38.850 00:29:41.809 Elizah Joy: Because he’s doing something with a platform.

278 00:29:44.470 00:29:49.820 Clarence Stone: Hey, you, Tom, can I recommend a prioritization,

279 00:29:49.820 00:29:50.320 Uttam Kumaran: Sure.

280 00:29:50.320 00:29:55.550 Clarence Stone: So, it looks like we need to do a Mad Dash to Hire,

281 00:29:55.690 00:30:01.959 Clarence Stone: So maybe, like, pick up some things that are more hiring-focused instead of the buddy program,

282 00:30:01.960 00:30:02.300 Uttam Kumaran: Okay.

283 00:30:02.300 00:30:11.779 Clarence Stone: immediate results, right? I’m thinking updating our career page to make sure that it’s up to date, because I think there’s, like, PM listings on there still.

284 00:30:11.930 00:30:12.480 Clarence Stone: And then…

285 00:30:12.480 00:30:13.120 Uttam Kumaran: Yeah, yeah.

286 00:30:13.590 00:30:16.489 Elizah Joy: Creating the… the comp calculator.

287 00:30:17.840 00:30:21.839 Uttam Kumaran: Yeah, so maybe, Liza, can we add that to the recruiting?

288 00:30:21.840 00:30:26.170 Clarence Stone: Personally, I think it’s more important to do top of the funnel right now, because, like.

289 00:30:26.510 00:30:29.940 Clarence Stone: Yeah, I think we’re gonna run out of team members.

290 00:30:30.630 00:30:31.760 Uttam Kumaran: Yeah, yeah.

291 00:30:34.120 00:30:40.510 Elizah Joy: Okay, so that will be added to the recruitment process, if I’m not mistaken, Clarence? Did I understand that?

292 00:30:40.510 00:30:41.120 Uttam Kumaran: Yes.

293 00:30:41.500 00:30:43.500 Clarence Stone: Yeah, it’s recruitment related.

294 00:30:43.740 00:30:44.300 Elizah Joy: Thank you.

295 00:31:10.460 00:31:13.320 Uttam Kumaran: Yeah, I basically have two interviews a day this week.

296 00:31:15.890 00:31:16.899 Uttam Kumaran: Which is great.

297 00:31:18.080 00:31:22.530 Clarence Stone: Dude, that’s insane. I only have that one interview this week.

298 00:31:24.590 00:31:28.139 Uttam Kumaran: Oh, Insane is just a normal operating mode, sir.

299 00:31:36.980 00:31:42.059 Uttam Kumaran: We got a lot of people recruiting for us, they’re just… they just… that’s just not their formal title.

300 00:31:43.580 00:31:44.959 Clarence Stone: Oh, that’s good, that’s good, I was…

301 00:31:44.960 00:31:45.630 Uttam Kumaran: I was worried about…

302 00:31:45.630 00:31:47.790 Clarence Stone: But, you know, keeping the staffing up.

303 00:31:48.360 00:31:57.769 Uttam Kumaran: No, we can get people… I just need, like, 2 weeks or 3 weeks lead time, and that’s the biggest problem, you know? And I need, like, const… it’s like sales, it’s just constant pressure.

304 00:31:58.350 00:32:06.610 Uttam Kumaran: Yep. Just gotta keep… every day we have to interview and push, and with an interview, marketing needs to post content about interviewing.

305 00:32:06.880 00:32:12.690 Uttam Kumaran: We need to get those people in the process, it’s gonna take 2-4 weeks, so it’s like, we just have to push.

306 00:32:13.020 00:32:14.590 Uttam Kumaran: Can’t, like, let it dry.

307 00:32:16.870 00:32:18.729 Uttam Kumaran: So yeah, I mean, I would almost…

308 00:32:18.960 00:32:24.719 Uttam Kumaran: Yeah, I, I think, like, the… can we see, Eliza, like, the, the higher… the,

309 00:32:25.990 00:32:31.140 Uttam Kumaran: So we have Notion, legal contracts here, and then Donor App.

310 00:32:33.760 00:32:37.039 Elizah Joy: Recruitment is in this section.

311 00:32:38.930 00:32:39.790 Uttam Kumaran: Okay.

312 00:32:39.790 00:32:40.730 Elizah Joy: Let me put this…

313 00:32:41.700 00:32:47.719 Uttam Kumaran: Yeah, for… yeah. I guess, like, did you… have you guys already started on the software expense stuff, or no?

314 00:32:48.270 00:32:57.780 Elizah Joy: I’ve started with the software expense review already, so I’m stuck with just this, the review for, with it on finance.

315 00:32:59.250 00:33:00.020 Uttam Kumaran: Okay.

316 00:33:00.760 00:33:08.300 Elizah Joy: Yeah, what I, was taking… what was taking a lot of my time was the, subscriptions.

317 00:33:08.300 00:33:09.540 Uttam Kumaran: They got it for you, though?

318 00:33:10.020 00:33:15.479 Elizah Joy: Not yet. Rika has given me access to the software, so I was checking them.

319 00:33:15.660 00:33:18.440 Elizah Joy: And he’s got me… Sorry?

320 00:33:18.940 00:33:24.710 Uttam Kumaran: I should just get you, like, QuickBooks… like, I should give you guys QuickBooks access, like, I don’t know why they’re not doing that.

321 00:33:25.830 00:33:30.999 Uttam Kumaran: I didn’t see anything in the finance channel, though, like, I didn’t know you were blocked here.

322 00:33:31.690 00:33:39.350 Elizah Joy: Not yet. I haven’t requested, a software review. It’s not blocked, but it is just, me taking time.

323 00:33:39.350 00:33:40.389 Uttam Kumaran: Okay, okay.

324 00:33:40.390 00:33:42.869 Elizah Joy: Any of the team members, but on mine.

325 00:33:42.870 00:33:43.690 Uttam Kumaran: Yeah, okay.

326 00:33:44.080 00:33:44.900 Uttam Kumaran: Okay.

327 00:33:45.440 00:33:49.530 Uttam Kumaran: I’m gonna make sure you guys are in QuickBooks.

328 00:33:51.490 00:33:55.219 Uttam Kumaran: Well, Rico, it looks like you’re in QuickBooks.

329 00:33:55.600 00:33:56.170 Rico Rejoso: Yep.

330 00:33:56.500 00:33:58.299 Uttam Kumaran: I’ll add Eliza.

331 00:34:06.760 00:34:17.580 Uttam Kumaran: And that way, when they… the first thing they’re gonna do is ask me, should we let you guys in QuickBooks? And so you can say, I already said yes. Well, that’s fine.

332 00:34:19.370 00:34:27.060 Elizah Joy: Yeah, when I sent the list of the softwares that I need access to Ricoh, I intentionally left out QuickBooks, because I’m not sure if

333 00:34:28.120 00:34:31.899 Uttam Kumaran: No, I have access to everything, just ask me, don’t worry about what anyone else says.

334 00:34:33.409 00:34:33.959 Elizah Joy: Alright.

335 00:34:39.460 00:34:40.580 Uttam Kumaran: Okay.

336 00:34:43.570 00:34:48.749 Clarence Stone: Hey, Tom, I gotta hop to another call. Is there anything that I can help with here, before I bounce?

337 00:34:48.750 00:34:51.020 Uttam Kumaran: I think… I think that’s probably it.

338 00:34:51.510 00:34:52.489 Clarence Stone: Okay, cool.

339 00:34:52.920 00:34:53.620 Clarence Stone: Thanks, guys!

340 00:34:53.620 00:34:54.480 Uttam Kumaran: Okay, thanks, Steve.

341 00:34:55.040 00:35:10.350 Uttam Kumaran: Yeah, probably, Eliza, I think this is kind of what I’m hopeful for, that each week we sort of go through and we can reprioritize. Yeah, if you… if you… but I guess, like, looking at the software expense review, for example, given that all these items are, like, yet to be done.

342 00:35:10.680 00:35:14.530 Uttam Kumaran: Are… I assume these are all moving up now?

343 00:35:14.930 00:35:17.770 Elizah Joy: Yeah, I already have gotten the optimization plan.

344 00:35:18.070 00:35:21.279 Elizah Joy: just this one that I’m.

345 00:35:21.280 00:35:27.539 Uttam Kumaran: So I guess my ask would be, like, if they’re not… like, I would have this updated. So, for example, move this to the

346 00:35:28.470 00:35:36.849 Uttam Kumaran: to the date that you do think it’s gonna reasonably be completed at, right? So each week, we can update, for example, my ask is that anything that’s red

347 00:35:37.070 00:35:41.910 Uttam Kumaran: I just want to know, like, okay, is that moving up to here? Like, where is that going, you know?

348 00:35:41.910 00:35:43.260 Elizah Joy: Okay.

349 00:35:45.050 00:36:00.659 Uttam Kumaran: So, for example, that way I can… if I’m… if you’re like, hey, it looks like it’s gonna take longer, I can… my… I can then tell you, okay, let’s go ahead and pause and focus on recruitment. Because recruitment, there’s no… it’s… there’s no, external dependencies, you know?

350 00:36:05.030 00:36:07.139 Elizah Joy: Yep, I’ll keep that in mind.

351 00:36:07.710 00:36:09.649 Elizah Joy: With this, I’ll update these.

352 00:36:10.010 00:36:11.299 Elizah Joy: With the dates.

353 00:36:12.560 00:36:13.180 Uttam Kumaran: Okay.

354 00:36:22.900 00:36:24.819 Uttam Kumaran: Okay. Anything else?

355 00:36:26.280 00:36:27.680 Rico Rejoso: I have one.

356 00:36:27.900 00:36:29.269 Elizah Joy: Oh, sorry, go ahead, Rico.

357 00:36:29.270 00:36:43.079 Rico Rejoso: Yeah, Utham, I just need confirmation about the agreement. Clarence made the changes, based off all his recommendations. Just need approval, if you’re good with it. I can probably send it individually, through our…

358 00:36:43.380 00:36:44.700 Rico Rejoso: Delivery team.

359 00:36:46.520 00:36:49.550 Uttam Kumaran: Oh, the, the leadership ones?

360 00:36:49.550 00:36:51.450 Rico Rejoso: Yeah, so we can close that up.

361 00:36:52.320 00:36:56.270 Uttam Kumaran: Yeah, so you’re gonna send it individually with me and Clarence, like, CC’d?

362 00:36:56.990 00:37:09.920 Rico Rejoso: Yeah, probably we’ll be sending it through documents, so I just… because I have to edit it, because, Clarence mentioned that we should also input there, their, what do you call this? Let me just take a look… their… the…

363 00:37:10.190 00:37:18.760 Rico Rejoso: compensation value and their immediate bonus amount, so I have to, look at their, rates.

364 00:37:19.510 00:37:20.150 Rico Rejoso: Okay.

365 00:37:20.150 00:37:26.380 Uttam Kumaran: Yeah, once… I guess, like, once… tell me, once you have all those done, then let me do a final review, and then I’ll… I’ll…

366 00:37:26.850 00:37:28.829 Uttam Kumaran: I’ll let you… I’ll let you go for it.

367 00:37:28.990 00:37:30.449 Rico Rejoso: Okay, got you, yeah.

368 00:37:31.040 00:37:31.580 Uttam Kumaran: Okay.

369 00:37:35.590 00:37:36.669 Rico Rejoso: That’s it for me.

370 00:37:37.040 00:37:38.320 Rico Rejoso: Go ahead, Eliza.

371 00:37:38.510 00:37:45.920 Elizah Joy: Yeah, I do have, like, one last question. So this is about the hours, like, a wage and…

372 00:37:46.180 00:37:49.180 Elizah Joy: They’re also gonna be working on…

373 00:37:49.670 00:37:56.159 Elizah Joy: like, helping with the hours, if I… if I understand that correctly, so yeah, I don’t… I just want to make sure that I’m not…

374 00:37:56.410 00:37:56.969 Elizah Joy: step in.

375 00:37:56.970 00:38:08.719 Uttam Kumaran: Yeah, more… yeah, more of my question there is that, like, Awash and… and… Awash and Sam and Robert are the service leads, meaning they should be always aware of how much hours

376 00:38:08.720 00:38:18.569 Uttam Kumaran: are going into completing tasks. Well, operations, you guys are the bridge between them and finance, right? So you have to mediate, okay, finance is saying.

377 00:38:18.780 00:38:21.119 Uttam Kumaran: the hours were low for Demolade.

378 00:38:21.460 00:38:21.920 Elizah Joy: Yeah.

379 00:38:21.920 00:38:30.810 Uttam Kumaran: So your job is to go find out what’s the story, right? So you have to work with the service leads to find out what happened, so that you can go answer the finance team’s question.

380 00:38:31.290 00:38:40.299 Uttam Kumaran: Previously, this was what I would do, right? I’d go call Awaish, I call Demolade, I’d figure out, and then I’d go to finance, but now it’s, like, that’s what responsibility is… is on… is on you.

381 00:38:40.800 00:38:42.060 Uttam Kumaran: and ops team.

382 00:38:42.590 00:38:44.069 Elizah Joy: Okay. Cute.

383 00:38:45.720 00:38:51.760 Elizah Joy: Right, I’ll, work with Awash on that, so that we have, I think, financing.

384 00:38:53.090 00:38:53.680 Uttam Kumaran: Okay.

385 00:38:54.170 00:38:57.719 Elizah Joy: Yep, just that on my end, last… that’s my last question.

386 00:38:58.600 00:38:59.890 Uttam Kumaran: Okay, perfect.

387 00:39:02.570 00:39:05.450 Uttam Kumaran: Alright. Well, yeah, Slack me if you guys need anything.

388 00:39:05.900 00:39:08.780 Elizah Joy: Alright, thank you so much.

389 00:39:08.780 00:39:09.419 Rico Rejoso: Thank you, Thomas.

390 00:39:09.420 00:39:11.490 Uttam Kumaran: Okay, thank you, talk to you soon.

391 00:39:11.490 00:39:12.300 Rico Rejoso: Alright, buddy.

392 00:39:12.730 00:39:13.280 Uttam Kumaran: Bye.