Meeting Title: Ops Team Weekly Planning Sync Date: 2026-02-13 Meeting participants: Elizah Joy, Sheshu Chandrasekar, Rico Rejoso
WEBVTT
1 00:00:15.770 ⇒ 00:00:20.469 Sheshu Chandrasekar: Hey, team. Sorry I’m super late. It’s been a pretty chaotic day so far for me.
2 00:00:23.330 ⇒ 00:00:24.269 Rico Rejoso: No worries.
3 00:00:25.830 ⇒ 00:00:26.790 Rico Rejoso: What happened?
4 00:00:27.630 ⇒ 00:00:35.260 Sheshu Chandrasekar: Oh, no, nothing. Just, I’m just taking care of my dog, so that’s been the reason why I had to cancel, my morning meeting, but,
5 00:00:35.560 ⇒ 00:00:43.580 Sheshu Chandrasekar: just… I feel like I’ve put too many meetings on a Friday, so I usually have leadership syncs with Robert and Utam, and Luke.
6 00:00:43.740 ⇒ 00:00:48.579 Sheshu Chandrasekar: So that’s been going on, and I also have, like, a doctor’s appointment, so it’s just… it’s just all over.
7 00:00:49.090 ⇒ 00:00:49.560 Elizah Joy: Yeah, we haven’t…
8 00:00:49.560 ⇒ 00:00:52.579 Rico Rejoso: of meetings this Friday, more than my Monday meetings, to be honest.
9 00:00:52.580 ⇒ 00:00:53.040 Sheshu Chandrasekar: Yeah.
10 00:00:53.990 ⇒ 00:00:59.540 Sheshu Chandrasekar: Figure out how to best, move those around a little bit, so… But yeah.
11 00:00:59.900 ⇒ 00:01:05.170 Sheshu Chandrasekar: Yeah, I really want to set this call up… wait, actually, before I even begin, how did the call with Gabe go?
12 00:01:06.800 ⇒ 00:01:16.070 Elizah Joy: Oh, it’s, we had… we cut it short because there’s not that much compared to when we were… when we were just, like, setting up Notion.
13 00:01:16.170 ⇒ 00:01:31.489 Elizah Joy: But yeah, we, gave… had informed us, like, some things that he’s gonna be doing on the, platform, and then the GitHub side, and then he’s gonna be helping us with, creating, like, an agent.
14 00:01:32.030 ⇒ 00:01:38.519 Elizah Joy: For the ops team, because I think, not just for Rico, but for me as well, I think that’s really gonna be helpful.
15 00:01:39.890 ⇒ 00:01:44.350 Sheshu Chandrasekar: Okay, yeah, that… that’d be great. So, wait, what’s this agent gonna do again?
16 00:01:48.490 ⇒ 00:01:52.420 Elizah Joy: Oh, it’s for, GitHub and Cursor, is that right, Rico?
17 00:01:52.820 ⇒ 00:01:58.839 Elizah Joy: That’s what we’re… Yeah, I mean, I was exploring GitHub, and I was looking for some files there.
18 00:01:58.990 ⇒ 00:02:03.480 Rico Rejoso: That we from the ops, can use, because I haven’t really taken a look at it.
19 00:02:03.650 ⇒ 00:02:11.280 Rico Rejoso: So, just, you know, getting, further guidance. I saw the instruction all in GitHub, I read most, I guess.
20 00:02:11.420 ⇒ 00:02:17.970 Rico Rejoso: Of it, and I was just seeing if there are more instructions on how to further use it, like, you know, explicit one that we can…
21 00:02:18.710 ⇒ 00:02:19.319 Rico Rejoso: It’ll be.
22 00:02:19.320 ⇒ 00:02:26.450 Sheshu Chandrasekar: Yeah, actually, add me to that call, too, because I’m using Cursor a little bit more now, and I’ve connected to GitHub, and…
23 00:02:26.790 ⇒ 00:02:31.929 Sheshu Chandrasekar: linear MCP and stuff like that, but I feel like there’s still a lot more for me to uncover with this.
24 00:02:32.060 ⇒ 00:02:36.540 Rico Rejoso: Yeah, I have a problem with my computer, to be honest. It’s not cloning the repo in GitHub.
25 00:02:37.250 ⇒ 00:02:39.559 Sheshu Chandrasekar: Did you download the GitHub desktop?
26 00:02:39.740 ⇒ 00:02:45.910 Rico Rejoso: Yeah, I did. I mean… It downloaded, but there was, like, an error since… on the file and such.
27 00:02:46.230 ⇒ 00:02:51.780 Rico Rejoso: So, I have to open the direct… When I connect the cursor, I just make sure that I have everything… I mean…
28 00:02:52.410 ⇒ 00:02:53.409 Rico Rejoso: What do you call that?
29 00:02:54.790 ⇒ 00:03:02.110 Rico Rejoso: And it’s not showing on GitHub Desktop, but I was able to… I was able to pull it out on cursor and use it, since I needed it for the sales.
30 00:03:02.730 ⇒ 00:03:05.620 Rico Rejoso: my sales tasks, so I was hoping, like.
31 00:03:06.200 ⇒ 00:03:13.689 Rico Rejoso: if I’m… the things I’m doing in sales, is more of cursorused, so I was thinking how I can also do it, and…
32 00:03:14.000 ⇒ 00:03:19.949 Rico Rejoso: I mean, for the operations, since I still use GPT a lot, especially for contracts and legal stuff.
33 00:03:21.040 ⇒ 00:03:23.040 Sheshu Chandrasekar: Got it. Okay. That makes sense.
34 00:03:23.310 ⇒ 00:03:29.080 Sheshu Chandrasekar: Yeah, let me know. Happy to, like, also help, but I also am curious to see, like.
35 00:03:29.850 ⇒ 00:03:32.290 Sheshu Chandrasekar: what I can learn from this, too.
36 00:03:32.290 ⇒ 00:03:36.160 Rico Rejoso: Yeah, let’s have the AI team help us on that. Let’s have Gabe help us.
37 00:03:36.630 ⇒ 00:03:37.370 Sheshu Chandrasekar: Yeah, for.
38 00:03:37.700 ⇒ 00:03:38.250 Rico Rejoso: Yep.
39 00:03:38.250 ⇒ 00:03:43.400 Sheshu Chandrasekar: Okay, now for our weekly planning, so…
40 00:03:43.560 ⇒ 00:03:45.689 Sheshu Chandrasekar: I thought it would be a great time to just…
41 00:03:45.820 ⇒ 00:03:48.389 Sheshu Chandrasekar: Sit down and really figure out, like.
42 00:03:48.610 ⇒ 00:03:55.419 Sheshu Chandrasekar: I wanna know, like, what you guys think went well this week, what you think I could improve, or what the team could improve.
43 00:03:57.560 ⇒ 00:04:14.630 Sheshu Chandrasekar: And then, moving forward, like, next week, like, what should be our priorities? I have some at the top of my mind, but I also want to hear from you, like, what your next week, like, workload is looking like. So, Rico, let’s start with you, like, what do you think went well? What do you think could have gone better?
44 00:04:14.800 ⇒ 00:04:18.670 Sheshu Chandrasekar: And what are your biggest, like, priorities right now?
45 00:04:21.190 ⇒ 00:04:22.390 Rico Rejoso: Yeah,
46 00:04:22.880 ⇒ 00:04:37.630 Rico Rejoso: I guess we need to also listen. I mean, you mentioned priorities right now, more of my prior were just, as I mentioned with Eliza before, that I pry on the ad hoc stuff, too, and on the recurring, such as recruitment and legal stuff.
47 00:04:37.840 ⇒ 00:04:40.879 Rico Rejoso: and such, but I want to get more on…
48 00:04:41.460 ⇒ 00:04:50.560 Rico Rejoso: the operations and get more involved. We have a few lists on our Gantt chart, and… I mean, we have the tabs there, but I guess…
49 00:04:50.990 ⇒ 00:05:02.950 Rico Rejoso: you know, which one should we be doing, right? I want it coming from you guys, since you guys are working more on the operations, projects, and I’m just working on the ad hoc stuff, legal-linked equipment aside.
50 00:05:03.160 ⇒ 00:05:03.850 Rico Rejoso: Right.
51 00:05:04.030 ⇒ 00:05:07.080 Rico Rejoso: So, I want to see those stats, you know.
52 00:05:07.180 ⇒ 00:05:19.380 Rico Rejoso: be assigned. I can execute most of it, I just… I’m just waiting for which one should I start working on with, because if not… if I didn’t get any direction on that, I’ll start working on all that I see are manageable to, you know.
53 00:05:20.000 ⇒ 00:05:21.430 Rico Rejoso: To finish within the day.
54 00:05:24.620 ⇒ 00:05:27.369 Rico Rejoso: So I think that’s it, just prioritization for next week.
55 00:05:27.880 ⇒ 00:05:34.330 Rico Rejoso: Because I think you guys have your priorities. My priorities are just recurring stuff and add-off stuff.
56 00:05:36.280 ⇒ 00:05:45.370 Sheshu Chandrasekar: Yeah, that makes sense. So, on the legal side, what are the ad hoc things that you’re working with right now? I know it’s because we’re onboarding a couple of new members, is that the legal work that you’re referring to?
57 00:05:45.370 ⇒ 00:05:52.649 Rico Rejoso: No, that’s for the onboard… that’s for, recruitment next step, which are the onboarding. For legal,
58 00:05:53.110 ⇒ 00:06:06.809 Rico Rejoso: we have a couple of clients that we’re closing out, so I’ll be working… I’m trying to make sure that we have all the legal stuff done, such as NDA. First, we’re following the workflow that, Holly set up.
59 00:06:07.080 ⇒ 00:06:12.010 Rico Rejoso: And we’re not missing anything before we fully, have the client signed.
60 00:06:13.080 ⇒ 00:06:13.730 Rico Rejoso: Okay.
61 00:06:13.730 ⇒ 00:06:18.090 Sheshu Chandrasekar: And that’s where… Gabe is trying to build you an agent for, like, the legal side of things.
62 00:06:18.560 ⇒ 00:06:27.999 Rico Rejoso: I haven’t requested that one yet. I can… I mean, I don’t need Chrysler to finalize those contracts, I’m just following the workload that I have for legal stuff.
63 00:06:30.240 ⇒ 00:06:34.889 Sheshu Chandrasekar: How’s that going? Like, are you able to manage it? Like, what’s, like, the status on it?
64 00:06:35.250 ⇒ 00:06:37.359 Rico Rejoso: Yeah, I can work on it in less than an hour.
65 00:06:38.510 ⇒ 00:06:50.669 Rico Rejoso: everything, or, I mean, one contract and stuff. I can get… I can have everything set up in less than 30 minutes, as long as I have all the details. It’s just the back and forth with our stakeholders that
66 00:06:50.800 ⇒ 00:06:59.630 Rico Rejoso: Sometimes it takes the whole day to finalize those stuff, but it’s manageable. Even if I create, like, 10 or 15 a day, that’s fine.
67 00:07:00.160 ⇒ 00:07:06.559 Rico Rejoso: But, yeah, those are just my only priorities every day, unless you guys point me out to what you guys need help with.
68 00:07:09.650 ⇒ 00:07:11.220 Sheshu Chandrasekar: Yeah, that makes sense. Okay.
69 00:07:13.180 ⇒ 00:07:16.229 Sheshu Chandrasekar: So, you just need directive as, like, kind of, like, the feedback that…
70 00:07:16.550 ⇒ 00:07:24.470 Rico Rejoso: Yeah, on what you guys wanted to work on with the ops… on the operations side, because I feel like I’m…
71 00:07:25.240 ⇒ 00:07:31.400 Rico Rejoso: with the legal recruitment stuff and sales stuff, I feel like I’m not directly…
72 00:07:31.920 ⇒ 00:07:37.000 Rico Rejoso: I mean, I haven’t been focused or working on the operations side.
73 00:07:37.270 ⇒ 00:07:40.649 Rico Rejoso: And I don’t want that to happen. I wanna make sure I support you guys as well.
74 00:07:41.640 ⇒ 00:07:43.060 Sheshu Chandrasekar: Yeah, that makes sense.
75 00:07:45.390 ⇒ 00:07:46.330 Sheshu Chandrasekar: Okay.
76 00:07:46.670 ⇒ 00:07:49.980 Sheshu Chandrasekar: Anything, like, top of mind going into next week?
77 00:07:52.210 ⇒ 00:07:55.449 Rico Rejoso: Not at the moment. Just those recurring stuff.
78 00:07:55.810 ⇒ 00:07:56.930 Sheshu Chandrasekar: Yeah, makes sense.
79 00:07:57.710 ⇒ 00:07:59.820 Sheshu Chandrasekar: Okay, Eliza, do you want to go ahead?
80 00:08:00.410 ⇒ 00:08:04.750 Elizah Joy: Yeah, so I think, for this week.
81 00:08:05.680 ⇒ 00:08:10.750 Elizah Joy: I think what we could improve on is those, like, having…
82 00:08:11.270 ⇒ 00:08:20.470 Elizah Joy: sink in priorities, especially, like, for example, like, when we had our meeting last Tuesday, right? Because I think
83 00:08:20.740 ⇒ 00:08:31.749 Elizah Joy: some of those are… I think it was also the first time on my end to see some of those things, because they weren’t in our Gantt chart, so I think having us
84 00:08:31.750 ⇒ 00:08:44.919 Elizah Joy: I think this helps, like, this Friday calls with, us three deciding, like, the priorities for the work next week is very helpful, because, yeah, I think even Udam has noticed that, like, we weren’t
85 00:08:44.930 ⇒ 00:08:53.129 Elizah Joy: In… like, we were in sync with the priorities, and then, yeah, I think…
86 00:08:53.690 ⇒ 00:08:58.280 Elizah Joy: Yeah, when I had the call with him, he mentioned that, that he…
87 00:08:58.320 ⇒ 00:09:17.290 Elizah Joy: things that we’ve got, like, different priorities. Like, on my end, I think the priorities are those that are in the Gantt chart. And then, right, so I think, having these Friday meeting calls and us preparing ahead will be very helpful. And then just,
88 00:09:18.050 ⇒ 00:09:26.770 Elizah Joy: I think that’s what, I think my, like, feedback for this week, and on my end, I think,
89 00:09:27.140 ⇒ 00:09:38.990 Elizah Joy: what did not work well for me is that I’m still learning, like, cursor and stuff, like, I felt like I haven’t been, as fast with some…
90 00:09:39.630 ⇒ 00:09:42.069 Elizah Joy: work that I wanted to do.
91 00:09:42.210 ⇒ 00:09:48.020 Elizah Joy: Because, like, I’m still not familiar with, using
92 00:09:48.350 ⇒ 00:09:52.759 Elizah Joy: cruiser, right? So, for example, like, the GPM,
93 00:09:52.900 ⇒ 00:09:56.929 Elizah Joy: stuff that we could do. Yeah, but I really wanted to…
94 00:09:57.060 ⇒ 00:10:01.030 Elizah Joy: start using Career more, as long as I…
95 00:10:01.360 ⇒ 00:10:05.939 Elizah Joy: Get started getting the hang of that, of course.
96 00:10:07.410 ⇒ 00:10:11.860 Sheshu Chandrasekar: Yeah, no, it makes sense. Or next week.
97 00:10:11.860 ⇒ 00:10:13.000 Rico Rejoso: It’d be helpful.
98 00:10:13.090 ⇒ 00:10:14.390 Sheshu Chandrasekar: I’m sorry.
99 00:10:14.390 ⇒ 00:10:16.049 Rico Rejoso: Go ahead, Cheshire, yeah, I’m just picking up.
100 00:10:16.050 ⇒ 00:10:24.419 Sheshu Chandrasekar: No, I’m saying, every Friday, like, maybe we can extend this meeting to, like, 45 minutes, maybe, like, the first 10 minutes, we can kind of, like.
101 00:10:25.070 ⇒ 00:10:37.159 Sheshu Chandrasekar: show ticks and trips, right? Like, things I learned in Cursor, and then what you learned in Cursor, right? Maybe… would that help a little bit more? And I can bring, like, maybe mini content, because I’m on Twitter all the time, and I see, like.
102 00:10:37.220 ⇒ 00:10:49.060 Sheshu Chandrasekar: all these cool, like, workflows that people do with, with Cursor, right? And maybe some… some of them are applicable to our team. So I can bring that, and we can do, like, a mini, like.
103 00:10:49.300 ⇒ 00:10:54.909 Sheshu Chandrasekar: lesson of some sort on, like, what we can do moving forward with Cursor, or what I’m doing, and stuff like that.
104 00:10:55.030 ⇒ 00:10:56.399 Sheshu Chandrasekar: Would that help out?
105 00:10:56.700 ⇒ 00:10:57.410 Rico Rejoso: Yeah.
106 00:10:57.680 ⇒ 00:11:04.299 Sheshu Chandrasekar: Okay, cool. So then moving forward, this meeting will extend to, like, 45 minutes, and, like, the first few minutes, we can…
107 00:11:04.480 ⇒ 00:11:05.290 Sheshu Chandrasekar: you know.
108 00:11:05.510 ⇒ 00:11:11.979 Sheshu Chandrasekar: learn more about Cursor, because I agree, like, I’m very new to Cursor, like, I’ve only started using… I’ve used new, like.
109 00:11:12.090 ⇒ 00:11:16.809 Sheshu Chandrasekar: I use Gemini, ChatGBT, but Carser is, like, a different ballgame for me as well, so…
110 00:11:17.150 ⇒ 00:11:19.300 Sheshu Chandrasekar: I think we’re all in this together when it comes to that.
111 00:11:19.820 ⇒ 00:11:20.480 Rico Rejoso: Amen.
112 00:11:21.470 ⇒ 00:11:22.370 Sheshu Chandrasekar: Cool.
113 00:11:22.930 ⇒ 00:11:23.530 Sheshu Chandrasekar: Yep.
114 00:11:24.260 ⇒ 00:11:25.459 Sheshu Chandrasekar: Yeah, sorry, go ahead.
115 00:11:25.460 ⇒ 00:11:31.460 Rico Rejoso: Since you mentioned that, we’re closing out Notion, February 17th, Tuesday of next week, right?
116 00:11:31.460 ⇒ 00:11:32.369 Elizah Joy: Hmm. Yeah.
117 00:11:32.370 ⇒ 00:11:36.829 Rico Rejoso: So, I think that’s our first priority for the first two days next week. Make sure
118 00:11:37.250 ⇒ 00:11:43.669 Rico Rejoso: what are the remaining pages that are… haven’t been migrated yet, and who should we pinpoint? Who should we assign, and, you know…
119 00:11:43.980 ⇒ 00:11:45.769 Rico Rejoso: I’m getting those finalized with.
120 00:11:46.150 ⇒ 00:11:47.340 Rico Rejoso: First priority.
121 00:11:47.780 ⇒ 00:11:48.930 Rico Rejoso: I think that. Yeah.
122 00:11:49.980 ⇒ 00:11:53.440 Sheshu Chandrasekar: That’d be first priority. Second would be,
123 00:11:54.450 ⇒ 00:11:57.459 Sheshu Chandrasekar: I guess, Eliza, this is where I need your help, like.
124 00:11:58.700 ⇒ 00:12:12.840 Sheshu Chandrasekar: Like, I want Notion to be, like, kind of your domain, right? Like, you look at it, you see what’s wrong with it, and just let me know what’s, like, wrong with it. And then I can kind of, like, do some digging around and investigate or work of some sort, and then be like, okay.
125 00:12:13.500 ⇒ 00:12:19.220 Sheshu Chandrasekar: like, here’s what we need to do, here’s a problem, here’s the solution, right? And I can kind of direct you the right way.
126 00:12:19.430 ⇒ 00:12:20.000 Sheshu Chandrasekar: I’m…
127 00:12:20.420 ⇒ 00:12:26.170 Sheshu Chandrasekar: I feel like you’re way better at Notion than I am, just because, like, you’re the one who designed
128 00:12:26.320 ⇒ 00:12:28.240 Sheshu Chandrasekar: the UI for it, like…
129 00:12:28.240 ⇒ 00:12:32.719 Elizah Joy: Right? You just know the ins and outs of it better than I do. So I…
130 00:12:32.730 ⇒ 00:12:36.320 Sheshu Chandrasekar: And more comfortable, honestly, giving you that responsibility.
131 00:12:36.320 ⇒ 00:12:36.940 Elizah Joy: of…
132 00:12:36.940 ⇒ 00:12:51.220 Sheshu Chandrasekar: skincare in Notion. So, like, it’s yours. Like, you’ve… you tell me, like, I may come to the table with some ideas with Notion, but I could be totally off, right? And you may have something better, so, like, just let me know if I’m, like, off, or, like.
133 00:12:51.480 ⇒ 00:12:57.210 Sheshu Chandrasekar: Or if it’s good, then just, like, go ahead and just execute it. Like, you don’t even need to ask me, just tell me, and then…
134 00:12:58.330 ⇒ 00:13:03.770 Sheshu Chandrasekar: we can document it later. Let’s just ship, and then document later. That’s kind of like the… I have.
135 00:13:03.890 ⇒ 00:13:04.650 Sheshu Chandrasekar: With Notion.
136 00:13:04.650 ⇒ 00:13:05.210 Elizah Joy: Yeah.
137 00:13:05.710 ⇒ 00:13:07.429 Sheshu Chandrasekar: No, of course, yeah.
138 00:13:07.430 ⇒ 00:13:09.110 Elizah Joy: More than happy to.
139 00:13:09.210 ⇒ 00:13:10.170 Elizah Joy: do that.
140 00:13:10.810 ⇒ 00:13:11.490 Sheshu Chandrasekar: Cool.
141 00:13:12.380 ⇒ 00:13:23.180 Sheshu Chandrasekar: Yeah, because, like, I feel like I… my priorities, like, one… one day, it’s like, yeah, it’s definitely, like, Notion, and then next is, like, I have something completely different, right? So, like…
142 00:13:24.050 ⇒ 00:13:33.369 Sheshu Chandrasekar: My thing is to, like, kind of bridge… be the bridge between go-to-market, engineering, and our ops team, so we’re all, like, functioning.
143 00:13:33.470 ⇒ 00:13:35.260 Sheshu Chandrasekar: Correctly. So…
144 00:13:35.950 ⇒ 00:13:41.969 Sheshu Chandrasekar: Oh, yeah, and then client delivery, which has been the biggest… next 4 weeks, that’ll be the biggest focus for me, right? So…
145 00:13:43.530 ⇒ 00:13:57.399 Sheshu Chandrasekar: Yeah. Okay, cool, so… maybe if it’s easier, I’ll share what I have priorities, but after that, let’s look at the Gantt chart and try to figure out what we need to do to close out some tasks for next week. How does that sound?
146 00:13:58.010 ⇒ 00:13:58.859 Elizah Joy: Yep.
147 00:13:58.860 ⇒ 00:14:02.750 Sheshu Chandrasekar: Okay, cool. So for me,
148 00:14:02.980 ⇒ 00:14:11.299 Sheshu Chandrasekar: So, this is where I’m a little confused. So, for me, I’ve mapped out the entire go-to-market, that’s completed. I’m gonna share that with our go-to-market team today.
149 00:14:11.610 ⇒ 00:14:13.680 Elizah Joy: However.
150 00:14:14.040 ⇒ 00:14:20.010 Sheshu Chandrasekar: I don’t want to be handling HubSpot, like, I don’t think that’s even in our… Domain.
151 00:14:20.370 ⇒ 00:14:30.680 Sheshu Chandrasekar: But I’m also afraid that maybe it is, because when I was looking at the AOR, it says that we have to be maintaining the integrity of the internal tools, and…
152 00:14:31.710 ⇒ 00:14:34.130 Sheshu Chandrasekar: Theoretically, per that language.
153 00:14:34.610 ⇒ 00:14:39.029 Sheshu Chandrasekar: Top spot is… Wonderful. Our internal systems, right?
154 00:14:39.300 ⇒ 00:14:40.010 Elizah Joy: Yeah.
155 00:14:40.290 ⇒ 00:14:50.549 Sheshu Chandrasekar: But Ryan, on that team, has been the one that’s kind of taking care of everything, is what I’m… is my understanding. So my thing is, I want to hand off this go-to-market process, and then…
156 00:14:50.910 ⇒ 00:14:58.379 Sheshu Chandrasekar: kind of get out of it, get out of their… get out of their way and let them do what they need to do. Yeah. Our only thing is, like, we need to figure out, like.
157 00:14:58.510 ⇒ 00:15:12.319 Sheshu Chandrasekar: get confirmation from them, like, recurring updates that, hey, like, the following, like, lead partner… leads or the partnership stuff, we’ve migrated to HubSpot versus Notion. That’s, like, kind of where we need to draw the line on.
158 00:15:13.330 ⇒ 00:15:17.499 Sheshu Chandrasekar: Is what… My… my thinking process is here.
159 00:15:18.860 ⇒ 00:15:21.500 Sheshu Chandrasekar: Rico, you were saying something? I totally cut you off.
160 00:15:21.790 ⇒ 00:15:27.849 Rico Rejoso: Yeah, I was… I mean, you mentioned HubSpot, I don’t like looking at HubSpot, to be honest. It’s a mess.
161 00:15:29.310 ⇒ 00:15:41.349 Sheshu Chandrasekar: Yeah, and I feel like Ryan has his own way of doing things, it’s what my… I really haven’t… to be fair with you guys, I haven’t had too much FaceTime with Ryan at all. Like, it’s only been, like, ad hoc stuff, so…
162 00:15:41.650 ⇒ 00:15:47.500 Rico Rejoso: If you check out from naming convention, from the structure, it’s confusing, and I don’t like…
163 00:15:48.930 ⇒ 00:16:02.329 Sheshu Chandrasekar: Yeah, I understand. And I’m happy to, like, if Ryan needs our help when it comes to those things, I’m happy to help, but I don’t want to… I personally do not want to handle it, unless it falls under Notion, like, if certain things are living.
164 00:16:02.330 ⇒ 00:16:02.920 Elizah Joy: notion that…
165 00:16:02.920 ⇒ 00:16:07.440 Sheshu Chandrasekar: Yes, that’s our domain, and moving forward, we can help them out there.
166 00:16:08.050 ⇒ 00:16:08.590 Rico Rejoso: Yep.
167 00:16:08.590 ⇒ 00:16:10.879 Sheshu Chandrasekar: Yeah, I think we’re gonna close that out, but…
168 00:16:11.270 ⇒ 00:16:15.830 Sheshu Chandrasekar: Second biggest priority for me right now is…
169 00:16:16.000 ⇒ 00:16:22.270 Sheshu Chandrasekar: operating compliance automation, right? So we already kind of kick-started this, so with the EP meeting and everything, like.
170 00:16:22.450 ⇒ 00:16:26.160 Sheshu Chandrasekar: the process I created, of, like, having…
171 00:16:26.530 ⇒ 00:16:36.149 Sheshu Chandrasekar: them, like, operate… I mean, update the operating stuff on Friday, and then getting confirmation on Monday. That’s, like, already kickstarted, but for us, the next couple of steps is…
172 00:16:36.360 ⇒ 00:16:38.740 Sheshu Chandrasekar: Check that out.
173 00:16:38.870 ⇒ 00:16:45.869 Sheshu Chandrasekar: Yeah, building out, like, the dashboard, right? Like, for example, like, let me share my screen real quick, so I can give you a rundown.
174 00:16:46.290 ⇒ 00:16:48.650 Rico Rejoso: You had a good… a great document, the one that you shared them.
175 00:16:49.630 ⇒ 00:16:56.990 Sheshu Chandrasekar: Oh, yeah. Eliza, I don’t know if you had a chance to see it. It was in our… you updated it, to UTAM, but there’s a link in there that kind of.
176 00:16:56.990 ⇒ 00:16:59.670 Elizah Joy: I think that was yesterday, right?
177 00:16:59.670 ⇒ 00:17:00.459 Sheshu Chandrasekar: That was yesterday, yeah.
178 00:17:00.460 ⇒ 00:17:01.420 Elizah Joy: Yeah.
179 00:17:01.990 ⇒ 00:17:04.200 Elizah Joy: Yeah, I was able to go through it.
180 00:17:05.710 ⇒ 00:17:12.750 Sheshu Chandrasekar: Okay, cool. So yeah, basically, like, moving forward, we’re gonna do this, right? We’re gonna create a Slack bot that pings EPs in the EP channel.
181 00:17:13.010 ⇒ 00:17:13.339 Elizah Joy: Every.
182 00:17:13.349 ⇒ 00:17:18.159 Sheshu Chandrasekar: Friday at 2PM to update operating, and then they confirm in the thread, right?
183 00:17:18.489 ⇒ 00:17:29.199 Sheshu Chandrasekar: This is just a compliance habit, and then for us, next is to build out a data pipeline in Snowflake, so we start pulling operating, allocation, and clockify hours into Snowflake.
184 00:17:29.359 ⇒ 00:17:35.759 Sheshu Chandrasekar: And then, it just needs to be cleaned up. And then this also includes, like, project mapping, so for example, if…
185 00:17:36.079 ⇒ 00:17:42.699 Sheshu Chandrasekar: the Eden, like, you know, Eden has 3 members, right? It’s like Mustafa, Sam, and then someone else, or Awish.
186 00:17:43.009 ⇒ 00:17:44.729 Sheshu Chandrasekar: And then, basically, like.
187 00:17:44.939 ⇒ 00:17:52.689 Sheshu Chandrasekar: we kind of, like, track, like, their capacity hours versus their actual, so that needs to be reported in, like, a dashboard, right?
188 00:17:52.859 ⇒ 00:17:55.379 Sheshu Chandrasekar: So that’s where the Omni dashboard comes into play.
189 00:17:55.719 ⇒ 00:18:02.579 Sheshu Chandrasekar: And this kind of helps us track, like, who’s utilized, who’s underutilized, and who’s on the bench.
190 00:18:02.839 ⇒ 00:18:10.829 Sheshu Chandrasekar: But also, if Utam and Robert were to ask, we can just send them the link and say, hey, check it out. This is where you’ll get most of your answers, right?
191 00:18:11.620 ⇒ 00:18:15.370 Rico Rejoso: Who’s gonna pull out those data from… Operating.
192 00:18:17.180 ⇒ 00:18:25.510 Sheshu Chandrasekar: I’m curious if there isn’t an operating API cred… like, I think operating has APIs. If it doesn’t.
193 00:18:25.730 ⇒ 00:18:29.600 Sheshu Chandrasekar: And I need to confirm this with the engineering team. Oh, sorry.
194 00:18:30.020 ⇒ 00:18:38.659 Rico Rejoso: Yeah, because we may have to pull out someone from the engineering team if we’re allowed to help out on that one, but I think operating… we can do that on operating itself.
195 00:18:40.180 ⇒ 00:18:42.529 Sheshu Chandrasekar: Like, pull out the reports itself and…
196 00:18:42.850 ⇒ 00:18:45.159 Sheshu Chandrasekar: Put it into, like, ingestion of some sort?
197 00:18:45.690 ⇒ 00:18:49.319 Rico Rejoso: Well, operating did change their UI, and their…
198 00:18:49.430 ⇒ 00:18:58.830 Rico Rejoso: compared to what we were using before. But I think… I think we can do… we can compare. We just need to… we just need a place to compare their allocation and actual qualify hours, right?
199 00:18:59.540 ⇒ 00:19:07.850 Sheshu Chandrasekar: Yeah, we just need, like… basically, we just need, like, a bar chart of some sort that shows, like, okay, Eden’s team allocated this many hours, and…
200 00:19:08.040 ⇒ 00:19:12.620 Sheshu Chandrasekar: cumulatively, this is how many hours, like, the entire team has produced. And then if we…
201 00:19:12.620 ⇒ 00:19:14.690 Rico Rejoso: It’s a bar chart, but it’s just a table.
202 00:19:15.110 ⇒ 00:19:16.350 Sheshu Chandrasekar: Yeah, tables and so on.
203 00:19:16.350 ⇒ 00:19:21.140 Rico Rejoso: Like, here are the allocated hours, client.
204 00:19:21.310 ⇒ 00:19:26.190 Rico Rejoso: And here are, like, the actual hours for Blockify, as long as it’s been integrated.
205 00:19:26.920 ⇒ 00:19:32.669 Rico Rejoso: then from there, I think we can just make our judgment, like, yeah, and we can pull out, you know.
206 00:19:33.130 ⇒ 00:19:35.180 Rico Rejoso: We can analyze those from there.
207 00:19:35.430 ⇒ 00:19:40.149 Rico Rejoso: Already, instead of getting the snowflake and Omni steps in.
208 00:19:40.930 ⇒ 00:19:41.800 Sheshu Chandrasekar: Exactly.
209 00:19:42.530 ⇒ 00:19:45.280 Sheshu Chandrasekar: I don’t know if… does something like that already exist, Rico?
210 00:19:45.930 ⇒ 00:19:51.100 Rico Rejoso: Yeah, it does in the previous UI, but I noticed it changed. I just saw it, like, last week.
211 00:19:51.450 ⇒ 00:19:56.560 Rico Rejoso: So I may explore it, but I think we can do that on operating itself.
212 00:19:56.840 ⇒ 00:20:00.510 Rico Rejoso: Because I’m not sure if we can pull out any engineer at the moment, I think they’re…
213 00:20:00.750 ⇒ 00:20:02.430 Sheshu Chandrasekar: Pretty stable. Yeah, pretty clogged up right now
214 00:20:02.670 ⇒ 00:20:07.429 Sheshu Chandrasekar: Okay, so that means we’ll have to… I need to figure out how to best do that.
215 00:20:07.430 ⇒ 00:20:08.050 Rico Rejoso: Mmm.
216 00:20:09.850 ⇒ 00:20:12.239 Sheshu Chandrasekar: Yeah, my goal really is to…
217 00:20:12.630 ⇒ 00:20:20.000 Sheshu Chandrasekar: you know, have the EPs confirm, we get the report, and then we give UTOM, like, an end-of-week update on what’s happening.
218 00:20:20.000 ⇒ 00:20:22.819 Rico Rejoso: We’re doing it for today, right? And we’re gonna check in next week.
219 00:20:23.210 ⇒ 00:20:29.049 Sheshu Chandrasekar: Yes. Okay. But problem is, a lot of the EPs did not join the call on Thursday.
220 00:20:29.050 ⇒ 00:20:29.730 Rico Rejoso: Oh…
221 00:20:30.220 ⇒ 00:20:34.100 Sheshu Chandrasekar: Yeah, it was only Mustafa and… .
222 00:20:35.380 ⇒ 00:20:36.090 Rico Rejoso: November.
223 00:20:36.090 ⇒ 00:20:37.940 Sheshu Chandrasekar: Amber, yeah, that joined.
224 00:20:37.940 ⇒ 00:20:39.270 Rico Rejoso: Already know that.
225 00:20:39.480 ⇒ 00:20:40.289 Sheshu Chandrasekar: Yeah, who already knows.
226 00:20:40.290 ⇒ 00:20:41.050 Elizah Joy: the machine game.
227 00:20:41.050 ⇒ 00:20:48.060 Sheshu Chandrasekar: feedback at the end of the call, she said it looks great, like, this process makes a lot of sense. So I think we’re good. If Amber says it’s good, I’m…
228 00:20:48.200 ⇒ 00:20:50.550 Sheshu Chandrasekar: there’s a lot of weight to it, right? So…
229 00:20:52.810 ⇒ 00:21:01.739 Sheshu Chandrasekar: But I’m gonna bump it again, I’ll present it again, I don’t care. I’ll do it as many times as needed, and make sure that the EPs understand this is the…
230 00:21:02.460 ⇒ 00:21:04.920 Rico Rejoso: Are we gonna start… are we gonna start calling them out next week?
231 00:21:05.060 ⇒ 00:21:06.010 Rico Rejoso: Monday.
232 00:21:06.010 ⇒ 00:21:11.079 Sheshu Chandrasekar: Yeah, yeah, for sure. Let’s get into habit of it, even if we don’t have the automations or whatnot.
233 00:21:12.250 ⇒ 00:21:13.110 Rico Rejoso: Gotcha.
234 00:21:14.270 ⇒ 00:21:19.810 Sheshu Chandrasekar: Yeah, but… okay, Rico, then I guess I’ll work with you next week, because I really need help on, like.
235 00:21:20.050 ⇒ 00:21:22.740 Sheshu Chandrasekar: Getting the reports pulled, and then give, like.
236 00:21:23.220 ⇒ 00:21:28.389 Sheshu Chandrasekar: give Utam, like, some sort of, like, report, end-of-week report, saying this is what’s happening.
237 00:21:28.390 ⇒ 00:21:28.970 Rico Rejoso: Yeah.
238 00:21:29.480 ⇒ 00:21:33.679 Sheshu Chandrasekar: Do you have all these documents in Notion already, or not yet?
239 00:21:33.830 ⇒ 00:21:39.010 Sheshu Chandrasekar: Not yet. I’m gonna work… I’ll work on it. So that’s… What we’ll do…
240 00:21:39.120 ⇒ 00:21:48.490 Sheshu Chandrasekar: But obviously, this is, like, the most optimistic case of, like, how we build this out. Like, we use Omni, we use Slack. Obviously, the Slack bots are easier to build, but…
241 00:21:48.880 ⇒ 00:21:58.390 Sheshu Chandrasekar: the Omni dashboard could be a little bit more difficult, but we’ll figure it out. I want to talk to Utam about it, since he’s an engineer himself, like, he’ll give you more insight on what’s feasible.
242 00:21:58.390 ⇒ 00:22:05.220 Rico Rejoso: I think he has time to work on it, but let’s not assume, but if he can work, we can, you know, utilize operating itself.
243 00:22:05.400 ⇒ 00:22:11.279 Rico Rejoso: In doing so, we can do so in the first week, or… you know.
244 00:22:13.390 ⇒ 00:22:22.339 Sheshu Chandrasekar: Yeah. No, exactly. So then, second thing… third… actually, actually, the third thing that’s a big priority for me next week is finance. Like, whatever…
245 00:22:22.340 ⇒ 00:22:22.740 Elizah Joy: I don’t know.
246 00:22:22.740 ⇒ 00:22:24.399 Sheshu Chandrasekar: You guys are following that thread, but…
247 00:22:24.840 ⇒ 00:22:32.170 Sheshu Chandrasekar: We need to have a better comprehensive, like, alert system to figure out, like, where we are in invoices, payments, like, our…
248 00:22:32.170 ⇒ 00:22:32.779 Elizah Joy: Oh, yeah.
249 00:22:32.780 ⇒ 00:22:42.080 Sheshu Chandrasekar: to the team, and also, like, reporting, right? Like, just, like, another end-of-week digest for Utam and Robert to be like, okay, this is what’s happening on the finance side of things.
250 00:22:43.330 ⇒ 00:22:49.329 Rico Rejoso: I messaged Megan yesterday, just to give you guys an update. Yesterday, last… Wednesday.
251 00:22:49.460 ⇒ 00:22:54.990 Rico Rejoso: About it, I was asking about their workflow, like, what they do on a daily.
252 00:22:54.990 ⇒ 00:22:55.540 Elizah Joy: no.
253 00:22:55.540 ⇒ 00:23:05.710 Rico Rejoso: So monthly, quarterly, all of the documents they’re working on, spreadsheets and stuff, so we can also, like, get a view and, you know, know when to expect those documents from, and if not, we can ping them, right?
254 00:23:06.880 ⇒ 00:23:08.330 Rico Rejoso: I did ask those stuff.
255 00:23:08.510 ⇒ 00:23:17.829 Rico Rejoso: Because, one other thing would be, like, if we can insert new workflows or tasks that, you know, the operations can get more involved with, especially on the
256 00:23:18.120 ⇒ 00:23:21.020 Rico Rejoso: I’m paying them for… AP.
257 00:23:21.980 ⇒ 00:23:23.350 Rico Rejoso: AP stuff, right?
258 00:23:23.670 ⇒ 00:23:30.689 Rico Rejoso: And I saw your thread yesterday. Nice suggestion, by the way. I think I agree with you on that, instead of the 3%.
259 00:23:30.970 ⇒ 00:23:34.480 Sheshu Chandrasekar: Yeah. But I think he… I think Uzam is…
260 00:23:34.740 ⇒ 00:23:35.660 Rico Rejoso: He wants to insist with that.
261 00:23:35.660 ⇒ 00:23:37.550 Sheshu Chandrasekar: that on it, yeah, so I’m…
262 00:23:37.760 ⇒ 00:23:49.319 Sheshu Chandrasekar: I’m happy to defer that, so… Yeah, I’m gonna… I haven’t emailed the finance team, I’m gonna do that right after this call, so that’s something that’s on my list, but we need to be a little bit better on, like, finance reporting, so…
263 00:23:49.480 ⇒ 00:23:51.490 Elizah Joy: Great, great.
264 00:23:51.490 ⇒ 00:23:57.949 Sheshu Chandrasekar: resources that you pulled together, Rico, on the finance process. So I haven’t really taken a look at it, but,
265 00:23:58.160 ⇒ 00:24:01.669 Sheshu Chandrasekar: Let’s start thinking about what we need to do to build that out.
266 00:24:04.140 ⇒ 00:24:13.629 Rico Rejoso: Yeah, we gotta map out the… we also need to map out the process for finance. It’s one of our priorities for this week, it’s just that we have to move it out for now, since they’re not available, as Megan mentioned.
267 00:24:13.770 ⇒ 00:24:20.359 Rico Rejoso: So, we need to get those workflow out. I mean, I’ll start mapping out the process once I get a reply from Megan.
268 00:24:20.590 ⇒ 00:24:21.780 Rico Rejoso: Next week.
269 00:24:22.010 ⇒ 00:24:25.400 Rico Rejoso: And we can start from there, and, you know.
270 00:24:26.170 ⇒ 00:24:28.269 Rico Rejoso: Phil, when we discuss the AP stuff.
271 00:24:28.440 ⇒ 00:24:36.010 Rico Rejoso: with the finance team as well, because if they’re not going to agree doing so, I think we just have to implement it ourselves. We don’t need their confirmation, as long as ETOM…
272 00:24:36.130 ⇒ 00:24:40.200 Rico Rejoso: Wanted to do so, then we just have to formalize and finalize that, right?
273 00:24:40.840 ⇒ 00:24:41.480 Sheshu Chandrasekar: Yeah.
274 00:24:42.490 ⇒ 00:24:43.939 Sheshu Chandrasekar: That makes sense. Okay.
275 00:24:44.860 ⇒ 00:24:45.300 Rico Rejoso: Gotcha.
276 00:24:45.300 ⇒ 00:24:53.560 Sheshu Chandrasekar: Yeah, let’s… let’s work on that. That’s gonna be our two… so next week, when Utam asks, these are our two biggest priorities. It’s the operating compliance stuff, and then this finance stuff. That’s…
277 00:24:54.340 ⇒ 00:24:59.030 Sheshu Chandrasekar: our biggest priorities, and then Eliza, like, with Notion, once we get that cleared out.
278 00:24:59.570 ⇒ 00:25:06.980 Sheshu Chandrasekar: the following week, we need to figure out how to integrate Notion into this, cursor stuff, so we need to talk to Gabe about that.
279 00:25:06.980 ⇒ 00:25:10.689 Elizah Joy: Yeah, Gabe was mentioning about that earlier.
280 00:25:11.130 ⇒ 00:25:15.559 Sheshu Chandrasekar: Exactly. So, like, that’s something, like, if you could take point on, that would be.
281 00:25:16.140 ⇒ 00:25:24.589 Sheshu Chandrasekar: Great. And we… you and I, we can set up some time next week and kind of, like, figure out what the next… what the next steps would look like that.
282 00:25:24.590 ⇒ 00:25:30.759 Rico Rejoso: Oh, the… I mean, do we have to migrate all Notion documents to GitHub, or…
283 00:25:31.290 ⇒ 00:25:31.760 Sheshu Chandrasekar: No.
284 00:25:31.760 ⇒ 00:25:34.050 Rico Rejoso: going to be like the GitHub itself, and.
285 00:25:34.050 ⇒ 00:25:39.540 Sheshu Chandrasekar: So… Yeah, no, great question. So Notion has an MCP that’s connected to Cursor.
286 00:25:39.900 ⇒ 00:25:40.670 Sheshu Chandrasekar: So…
287 00:25:40.670 ⇒ 00:25:41.680 Rico Rejoso: Oh, okay.
288 00:25:42.420 ⇒ 00:25:45.110 Sheshu Chandrasekar: So it has access to all the databases and the content.
289 00:25:45.570 ⇒ 00:25:50.669 Sheshu Chandrasekar: See, the reason why we did the Notion revamp is to, like, understand which documents are, like…
290 00:25:51.390 ⇒ 00:25:54.250 Sheshu Chandrasekar: I guess, concrete. Meaning, like, what’s…
291 00:25:54.740 ⇒ 00:26:02.150 Sheshu Chandrasekar: being used the most. Like, there’s so… there’s so much documents in there that was just, like, incomplete, or not used, or stale.
292 00:26:02.480 ⇒ 00:26:13.780 Sheshu Chandrasekar: So that’s why we did this entire revamp. So when the AI uses the Notion MCP, it pulls in relevant information that we have audited and verified that this is the truth.
293 00:26:14.050 ⇒ 00:26:16.760 Sheshu Chandrasekar: So whenever people ask something very specific.
294 00:26:17.060 ⇒ 00:26:20.439 Sheshu Chandrasekar: It gives them the most truthful and relevant answer.
295 00:26:21.820 ⇒ 00:26:23.649 Sheshu Chandrasekar: That was kind of the entire vision.
296 00:26:25.740 ⇒ 00:26:31.109 Rico Rejoso: I think you discussed that one before, I just, you know, get a better understanding now, but yeah, thank you.
297 00:26:31.530 ⇒ 00:26:44.679 Sheshu Chandrasekar: Yeah, of course. And then, yeah, so we’ll talk to Gabe next week about it, but Eliza, you and I, we just need to, like, kind of sit… sit down and just, like, figure out what the, like, next tactical steps would be, and then loop in Gabe, and then…
298 00:26:44.680 ⇒ 00:26:45.590 Elizah Joy: I think he’ll take you.
299 00:26:46.160 ⇒ 00:26:53.139 Elizah Joy: Okay, yep, so that for Notion, that’s just gonna be, like, our maintenance stuff, right?
300 00:26:53.140 ⇒ 00:26:57.110 Sheshu Chandrasekar: For us, it’ll be maintenance, and then Gabe is going to take care of the engineering side of things.
301 00:26:57.830 ⇒ 00:26:58.880 Elizah Joy: Mmm, okay.
302 00:26:59.270 ⇒ 00:27:04.589 Sheshu Chandrasekar: So, like, maybe on Monday, because what we have our ops weekly meeting with Uten,
303 00:27:04.910 ⇒ 00:27:07.470 Sheshu Chandrasekar: Let’s set up a call on Monday and figure that part out.
304 00:27:08.130 ⇒ 00:27:09.109 Elizah Joy: Okay.
305 00:27:09.570 ⇒ 00:27:13.140 Elizah Joy: A Monday… Beaches.
306 00:27:13.690 ⇒ 00:27:14.490 Elizah Joy: Okay.
307 00:27:15.330 ⇒ 00:27:16.230 Sheshu Chandrasekar: Cool.
308 00:27:17.180 ⇒ 00:27:21.479 Sheshu Chandrasekar: So, I know we’re about to… I know we’re gonna go over, so do you guys have extra time?
309 00:27:22.110 ⇒ 00:27:23.260 Sheshu Chandrasekar: Right now?
310 00:27:24.090 ⇒ 00:27:25.600 Elizah Joy: Yeah.
311 00:27:26.020 ⇒ 00:27:26.790 Sheshu Chandrasekar: Okay.
312 00:27:27.370 ⇒ 00:27:28.000 Sheshu Chandrasekar: Perfect.
313 00:27:28.470 ⇒ 00:27:30.860 Sheshu Chandrasekar: So, let’s, let’s look at the,
314 00:27:31.090 ⇒ 00:27:34.110 Sheshu Chandrasekar: the Gantt chart, and then I’m gonna introduce this.
315 00:27:34.110 ⇒ 00:27:34.720 Elizah Joy: Yes.
316 00:27:34.720 ⇒ 00:27:43.080 Sheshu Chandrasekar: moving forward on how we’re gonna start doing weekly planning. So, Eliza or Ricard, do you guys want to pull up the Instacamp?
317 00:27:43.660 ⇒ 00:27:45.120 Elizah Joy: Yeah, okay, here.
318 00:27:45.770 ⇒ 00:27:46.320 Sheshu Chandrasekar: Cool.
319 00:27:49.740 ⇒ 00:27:50.350 Elizah Joy: Okay.
320 00:27:50.940 ⇒ 00:27:54.089 Elizah Joy: So this one’s… I’m getting… you can’t see my screen, right?
321 00:27:55.750 ⇒ 00:27:56.099 Elizah Joy: That’s the end.
322 00:27:56.100 ⇒ 00:27:57.290 Sheshu Chandrasekar: No, not… not yet.
323 00:27:57.290 ⇒ 00:27:58.250 Elizah Joy: Nadia.
324 00:27:58.840 ⇒ 00:27:59.819 Sheshu Chandrasekar: I see it now, yep.
325 00:27:59.820 ⇒ 00:28:00.540 Elizah Joy: Okay.
326 00:28:00.750 ⇒ 00:28:17.389 Elizah Joy: So yeah, I think… so for the high priorities one, it’s just that the new client onboarding… Clarence has given, has sent a Slack message on this one. They… because this, too, when they were planning this one for, December last year, these were…
327 00:28:17.390 ⇒ 00:28:17.930 Rico Rejoso: Sorry.
328 00:28:18.140 ⇒ 00:28:25.380 Elizah Joy: Oh, these were Clarence’s idea, the new client onboarding, and then the consolidated client health tracker.
329 00:28:25.490 ⇒ 00:28:33.519 Elizah Joy: So I… We’ll schedule a call with him next week on this. Guys can join.
330 00:28:34.140 ⇒ 00:28:37.379 Rico Rejoso: Not yet, because… it’s not yet finalized, and…
331 00:28:37.380 ⇒ 00:28:38.109 Elizah Joy: Oh, okay.
332 00:28:38.110 ⇒ 00:28:46.080 Rico Rejoso: tracker, because I was asking about the, you know, Shashi, I mentioned, like, the process, what were the process for CSO,
333 00:28:46.760 ⇒ 00:28:47.450 Elizah Joy: Mmm.
334 00:28:47.450 ⇒ 00:28:53.540 Rico Rejoso: Eats and EPs. The reason I wanted that is I also want to map out how they, you know.
335 00:28:53.760 ⇒ 00:28:56.670 Rico Rejoso: Howdy… measure recline.
336 00:28:56.940 ⇒ 00:28:59.449 Rico Rejoso: You know, client satisfaction.
337 00:28:59.600 ⇒ 00:29:09.009 Rico Rejoso: Or let’s say project… project completion, how they… what are their metrics and how they measure that, because that will be also the main signal scoring model for the health tracker.
338 00:29:10.440 ⇒ 00:29:11.580 Sheshu Chandrasekar: Oh, okay.
339 00:29:11.760 ⇒ 00:29:21.880 Sheshu Chandrasekar: Okay, I… Rico, I’m sorry, I haven’t really had a chance to work on… I’m just gonna work on it today, but it looks like I’m gonna have to push that to next week. So we’ll… I’ll get you a better answer, and then we can plan that together.
340 00:29:22.130 ⇒ 00:29:31.259 Rico Rejoso: Yeah, no worries, yeah, no worries, yeah. That means we have to move some of this stuff here for next week or so, so this is gonna be… yeah. Unless I got those, I won’t be able to start working on the health tracker.
341 00:29:32.010 ⇒ 00:29:37.009 Rico Rejoso: I was planning to have the onboarding email tracker in just one meeting, so we could post out the two projects.
342 00:29:37.010 ⇒ 00:29:37.740 Elizah Joy: this morning.
343 00:29:37.930 ⇒ 00:29:39.929 Rico Rejoso: So it’s just a short presentation.
344 00:29:41.380 ⇒ 00:29:42.050 Sheshu Chandrasekar: Okay.
345 00:29:43.680 ⇒ 00:29:45.220 Sheshu Chandrasekar: Okay, yeah, that sounds good.
346 00:29:46.040 ⇒ 00:29:51.589 Sheshu Chandrasekar: Cool, so then, looking at the Instagram, what else do we… so when does this quarter end? This quarter ends…
347 00:29:51.780 ⇒ 00:29:52.700 Sheshu Chandrasekar: 28th?
348 00:29:53.460 ⇒ 00:29:55.070 Rico Rejoso: 31st?
349 00:29:56.080 ⇒ 00:30:02.210 Elizah Joy: 31st, but if we’re looking at it by week, it’s 27th of this March. Okay.
350 00:30:02.390 ⇒ 00:30:02.980 Sheshu Chandrasekar: Okay.
351 00:30:02.980 ⇒ 00:30:03.710 Elizah Joy: Yeah.
352 00:30:03.990 ⇒ 00:30:05.170 Sheshu Chandrasekar: Interesting.
353 00:30:05.170 ⇒ 00:30:17.710 Elizah Joy: And we still have a few low priorities one, but I’m, hesitant for us to move to the low priorities one up until we’ve closed the high priorities one that we’ve got.
354 00:30:17.840 ⇒ 00:30:20.429 Elizah Joy: So yeah, nothing’s in here yet.
355 00:30:21.100 ⇒ 00:30:27.760 Elizah Joy: Except for the, employee profile dashboard that, Rika has been working on.
356 00:30:28.200 ⇒ 00:30:30.210 Rico Rejoso: And the level of graduating people set up.
357 00:30:31.000 ⇒ 00:30:35.020 Elizah Joy: This one, right? Yeah, this one’s closed already.
358 00:30:35.810 ⇒ 00:30:41.279 Elizah Joy: Let me just, yeah, just the dashboards… margins, costs…
359 00:30:41.480 ⇒ 00:30:45.869 Elizah Joy: Then revenue, and then lead generation tool. This one’s from Clarence, too.
360 00:30:48.190 ⇒ 00:30:48.870 Sheshu Chandrasekar: Okay.
361 00:30:48.870 ⇒ 00:30:52.499 Rico Rejoso: Yeah, that’s… that’s part of the CSO process as well, so I guess…
362 00:30:52.620 ⇒ 00:30:59.399 Rico Rejoso: We can hit that as long as we get those, that Shashi will be updating from the EP, CSL, and CSLs.
363 00:31:01.400 ⇒ 00:31:02.139 Rico Rejoso: Let me turn this.
364 00:31:02.550 ⇒ 00:31:03.660 Elizah Joy: Let me just…
365 00:31:10.720 ⇒ 00:31:18.499 Elizah Joy: And then, this isn’t, the C Corp transition plan, it’s one of our, yeah, but it’s from the finance.
366 00:31:18.730 ⇒ 00:31:22.900 Rico Rejoso: Yeah, no worries, the stakeholders are blocking the… are blocking that project.
367 00:31:22.900 ⇒ 00:31:23.460 Elizah Joy: Yeah, no.
368 00:31:23.460 ⇒ 00:31:23.849 Rico Rejoso: up to them.
369 00:31:23.850 ⇒ 00:31:24.370 Elizah Joy: Yep.
370 00:31:26.740 ⇒ 00:31:35.969 Sheshu Chandrasekar: Okay, so revenue dashboard is… we’re already underway, honestly, because you… you messed with Megan, so we’re good on that end. What’s the lead generation tool?
371 00:31:36.300 ⇒ 00:31:42.430 Sheshu Chandrasekar: I guess we don’t have to work on that anymore, because one, that’s definitely something Luke’s team is taking care of right now.
372 00:31:42.430 ⇒ 00:31:43.720 Rico Rejoso: That’s insane.
373 00:31:44.740 ⇒ 00:31:46.299 Sheshu Chandrasekar: Sorry, can you say that one more time?
374 00:31:46.300 ⇒ 00:31:47.999 Rico Rejoso: I mean, that’s a sales desk.
375 00:31:48.830 ⇒ 00:31:50.800 Rico Rejoso: Yeah. Generation, right? Yeah.
376 00:31:50.800 ⇒ 00:31:52.950 Sheshu Chandrasekar: that. We could just say.
377 00:31:52.950 ⇒ 00:31:53.600 Rico Rejoso: Here you go.
378 00:31:53.950 ⇒ 00:31:58.119 Sheshu Chandrasekar: We could just share that with the… With the… with Luke’s team?
379 00:31:58.570 ⇒ 00:32:03.689 Sheshu Chandrasekar: But I’m looking at the lead generation tool, and it says identify moments when CSOs should flag a lead.
380 00:32:04.460 ⇒ 00:32:05.630 Sheshu Chandrasekar: What does that mean?
381 00:32:06.100 ⇒ 00:32:19.559 Rico Rejoso: how can they plant a lead from a client, other than referrals coming from them, or, like, a new project? If they can identify a new project, we could work on with the same client? I think that’s just project retention.
382 00:32:20.190 ⇒ 00:32:23.579 Elizah Joy: Mmm, yeah, for project retention, that is correct, Rico.
383 00:32:23.730 ⇒ 00:32:31.980 Elizah Joy: And then, this one, because what happened with this when we were planning when, last December was, this is the last
384 00:32:32.100 ⇒ 00:32:36.360 Elizah Joy: project that we have on the list. I’m not sure if you’ve…
385 00:32:36.470 ⇒ 00:32:40.519 Elizah Joy: explore that yet, Shashu.
386 00:32:41.060 ⇒ 00:32:43.110 Sheshu Chandrasekar: I don’t think so.
387 00:32:43.440 ⇒ 00:32:47.469 Elizah Joy: Wait, let me grab it for you. This is…
388 00:32:49.900 ⇒ 00:32:54.090 Rico Rejoso: Did I provide a DLD, or of what… What that document has.
389 00:32:54.270 ⇒ 00:32:55.729 Sheshu Chandrasekar: Or what is it about?
390 00:32:56.430 ⇒ 00:33:09.909 Elizah Joy: Yeah, so yeah, this one, Shashu, this was a working document that we were working on when we were initially planning that, and then the lead generation tool is really the least, priority for
391 00:33:11.470 ⇒ 00:33:15.299 Elizah Joy: for the projects that we have for this quarter.
392 00:33:15.660 ⇒ 00:33:18.910 Rico Rejoso: Oh, see, it’s just identifying new projects to offer to.
393 00:33:20.960 ⇒ 00:33:21.870 Elizah Joy: Yeah.
394 00:33:22.780 ⇒ 00:33:27.310 Elizah Joy: So this one’s… yeah, and then these are just, working…
395 00:33:27.500 ⇒ 00:33:34.109 Elizah Joy: like, task list that Udom has that he has added into our Q1.
396 00:33:34.750 ⇒ 00:33:39.779 Rico Rejoso: That lead generation tool, we can have that as a subtask for the client health tracker.
397 00:33:40.590 ⇒ 00:33:44.960 Elizah Joy: Mmm, okay, okay, yeah, I’ll… Check it in.
398 00:33:47.600 ⇒ 00:33:48.420 Rico Rejoso: Yes, Fisher.
399 00:33:49.050 ⇒ 00:33:55.280 Sheshu Chandrasekar: Right, I’m just reading this. So, CSOs, they’re the eyes and ears with the client. If they identify a client need, they should try to talk.
400 00:33:56.780 ⇒ 00:34:15.770 Sheshu Chandrasekar: Oh, okay, well, the CSOs are already doing that. If anything, that falls under client delivery. So, instead, let’s break that lead generation tool task, where the CSO piece, that will definitely fall under ops, right? But everything else, like how the lead is managed and stuff like that, the lead generation is managed, that’s…
401 00:34:15.770 ⇒ 00:34:18.590 Sheshu Chandrasekar: not our… that’s not in our domain. That goes to the.
402 00:34:18.590 ⇒ 00:34:19.230 Elizah Joy: Damn.
403 00:34:21.630 ⇒ 00:34:29.100 Rico Rejoso: We’re actually… Go set up, and move it to the… that is a success for… Big clientele trapper.
404 00:34:29.620 ⇒ 00:34:30.120 Sheshu Chandrasekar: Yeah.
405 00:34:32.909 ⇒ 00:34:35.729 Sheshu Chandrasekar: Let’s go back to this again real quick.
406 00:34:35.949 ⇒ 00:34:39.770 Rico Rejoso: That leads us with just the dashboards.
407 00:34:40.159 ⇒ 00:34:42.729 Rico Rejoso: Right. Goss, margin, revenue.
408 00:34:43.810 ⇒ 00:34:52.930 Sheshu Chandrasekar: Oh, yeah, we’re already working on that, which is honestly not even a low priority. I think that should become the highest priority moving forward, just because we need to figure out, like.
409 00:34:54.010 ⇒ 00:34:56.949 Sheshu Chandrasekar: for the year, right? Like, if we work on that.
410 00:34:57.060 ⇒ 00:35:06.149 Sheshu Chandrasekar: then we’re good, because then we can make changes to it, and at the end of the year, it’ll help, like, with bonus talks and stuff like that for Utam and Robert, so…
411 00:35:08.020 ⇒ 00:35:10.310 Sheshu Chandrasekar: Okay. I guess for now…
412 00:35:10.310 ⇒ 00:35:12.180 Rico Rejoso: Yeah, yep, sorry.
413 00:35:12.180 ⇒ 00:35:13.430 Sheshu Chandrasekar: No, sorry, go ahead.
414 00:35:13.600 ⇒ 00:35:28.030 Rico Rejoso: I mean, since this is finance-related, I think we can all start working… I mean, get back on this next week, since… or the following week, since we’re, going to tackle more of finance projects and tasks next week as well.
415 00:35:28.860 ⇒ 00:35:29.630 Rico Rejoso: Right.
416 00:35:29.960 ⇒ 00:35:30.640 Sheshu Chandrasekar: Yeah.
417 00:35:31.480 ⇒ 00:35:34.320 Rico Rejoso: And I think you can close out most of this.
418 00:35:34.870 ⇒ 00:35:36.269 Rico Rejoso: Second week of March.
419 00:35:40.010 ⇒ 00:35:44.259 Sheshu Chandrasekar: Yeah. So, quick heads up, guys, I probably won’t…
420 00:35:44.430 ⇒ 00:35:47.249 Sheshu Chandrasekar: I’m probably taking off on March 11th.
421 00:35:47.900 ⇒ 00:35:50.460 Sheshu Chandrasekar: But I’ll be working
422 00:35:50.600 ⇒ 00:35:59.419 Sheshu Chandrasekar: on the 12th and 13th, and then from 16th to the 22nd, I’m off. So, we may have to expedite the timeline a little bit more on that. That’s why I want to get it started next week.
423 00:36:00.150 ⇒ 00:36:03.289 Rico Rejoso: Okay, you have to submit your out-of-office request.
424 00:36:03.520 ⇒ 00:36:05.700 Sheshu Chandrasekar: Yeah, no, I will. I got time.
425 00:36:05.700 ⇒ 00:36:06.109 Elizah Joy: That’s it.
426 00:36:06.110 ⇒ 00:36:10.600 Sheshu Chandrasekar: So… I’m gonna do it, don’t worry.
427 00:36:11.100 ⇒ 00:36:14.060 Sheshu Chandrasekar: Alright, let’s go back to the high priority items real quick.
428 00:36:21.160 ⇒ 00:36:28.200 Sheshu Chandrasekar: Cool, so it looks like we’ve… we honestly killed a lot of them. Like, you… Alexa, you finished the Scale Donut Up, you finished the Buddy program…
429 00:36:28.320 ⇒ 00:36:35.249 Elizah Joy: Yeah, I think just on these is the, like, the recommendations that we’re waiting for from Udom.
430 00:36:35.940 ⇒ 00:36:36.340 Sheshu Chandrasekar: Okay.
431 00:36:36.340 ⇒ 00:36:41.760 Elizah Joy: Yeah, on Monday, I would, add that to our agenda. I started creating the slides for that, actually.
432 00:36:41.930 ⇒ 00:36:55.809 Elizah Joy: I’ll send it over to you guys. And then the Donut stats, so that he’s also aware of what’s… so it’s gonna be, like, the client renewal, wherein, with Donut, we’ll look at the stats that we have, like, for every two weeks, so that
433 00:36:55.970 ⇒ 00:37:00.339 Elizah Joy: He… Utam would, be aware of that as well.
434 00:37:01.910 ⇒ 00:37:04.329 Elizah Joy: Okay. Yeah, but they’re basically…
435 00:37:04.330 ⇒ 00:37:10.609 Rico Rejoso: Like, a slide for recruitment updates as well. I’m just gonna… I might forgot it. I might forget…
436 00:37:11.470 ⇒ 00:37:14.229 Elizah Joy: Okay, I’ll add that to the agenda.
437 00:37:15.770 ⇒ 00:37:16.560 Rico Rejoso: Just to make sure.
438 00:37:18.240 ⇒ 00:37:23.529 Sheshu Chandrasekar: Let’s, eliza, I got a better idea. For 3 and 4, just say culture… culture tools.
439 00:37:24.070 ⇒ 00:37:25.100 Elizah Joy: Okay.
440 00:37:25.560 ⇒ 00:37:29.410 Sheshu Chandrasekar: And then just put Buddy Program and Donut as a sub, bullet point.
441 00:37:30.370 ⇒ 00:37:31.410 Sheshu Chandrasekar: Yeah, there you go.
442 00:37:34.850 ⇒ 00:37:51.139 Elizah Joy: And then, just, one thing on my end, Rico. Like, for the… we’ve already sent this to Utam, right? So, will… I added it here because I don’t, I don’t… I… I am not sure if they’re gonna make the decision today, since they will have their leadership meeting.
443 00:37:51.200 ⇒ 00:37:55.570 Elizah Joy: But yeah, it’s gonna be… it’s already added in their agenda for today, right?
444 00:37:55.910 ⇒ 00:37:56.680 Rico Rejoso: Yeah.
445 00:37:56.840 ⇒ 00:37:58.970 Rico Rejoso: We can have, like, feedback.
446 00:37:59.290 ⇒ 00:38:02.579 Rico Rejoso: On the test that was assigned to Utam, on the operations.
447 00:38:03.490 ⇒ 00:38:04.200 Elizah Joy: Okay.
448 00:38:04.200 ⇒ 00:38:10.709 Rico Rejoso: Just to remind him that, hey, you have, like, a series of tasks and operations that you need to take a look at once you’ve got time.
449 00:38:11.330 ⇒ 00:38:12.219 Elizah Joy: Okay.
450 00:38:14.370 ⇒ 00:38:16.299 Elizah Joy: So, yeah, it’s just that.
451 00:38:19.760 ⇒ 00:38:24.690 Elizah Joy: Treatment is done… yeah, just these two for the high priorities one.
452 00:38:28.430 ⇒ 00:38:29.100 Sheshu Chandrasekar: Okay.
453 00:38:29.870 ⇒ 00:38:36.969 Sheshu Chandrasekar: So walk with PMs and clearance, capture edge cases, train PMs and CSOs.
454 00:38:37.830 ⇒ 00:38:41.320 Sheshu Chandrasekar: What do you mean by it? What do you mean by train PMs and CSOs?
455 00:38:42.250 ⇒ 00:38:44.609 Sheshu Chandrasekar: For the new client onboarding and setup.
456 00:38:45.010 ⇒ 00:38:45.580 Rico Rejoso: Shady, we don.
457 00:38:45.580 ⇒ 00:38:46.000 Elizah Joy: Oh.
458 00:38:46.000 ⇒ 00:38:46.890 Rico Rejoso: Random.
459 00:38:47.670 ⇒ 00:38:50.410 Elizah Joy: Yeah, I think just rolling it out for them.
460 00:38:50.590 ⇒ 00:38:54.359 Rico Rejoso: We just have to put them all in a… or just have Clarence
461 00:38:54.700 ⇒ 00:38:58.380 Rico Rejoso: In a meeting to discuss how the client onboarding stuff works.
462 00:38:59.590 ⇒ 00:39:02.720 Elizah Joy: Okay, I’ll delete this one, because I think this already…
463 00:39:02.720 ⇒ 00:39:04.619 Rico Rejoso: covers that. Yeah, that includes that.
464 00:39:05.330 ⇒ 00:39:06.140 Sheshu Chandrasekar: Okay.
465 00:39:22.200 ⇒ 00:39:25.809 Sheshu Chandrasekar: Okay, cool. Anything else that we need to do?
466 00:39:29.950 ⇒ 00:39:36.269 Sheshu Chandrasekar: Consolidated Plant Health Tracker. Okay, yeah, that’s something I’ll work on. That definitely will be something we’re going to be working on pretty soon.
467 00:39:36.620 ⇒ 00:39:44.530 Rico Rejoso: Yeah, once we got to, you know, get the list of their works or tasks, Regular tasks for…
468 00:39:44.680 ⇒ 00:39:46.790 Rico Rejoso: CSO, we can identify those.
469 00:39:46.920 ⇒ 00:39:50.439 Rico Rejoso: The signals in the, scoring model.
470 00:39:51.740 ⇒ 00:39:52.320 Sheshu Chandrasekar: Okay.
471 00:39:52.500 ⇒ 00:39:53.300 Sheshu Chandrasekar: Cool.
472 00:39:54.630 ⇒ 00:40:00.120 Rico Rejoso: By the way, we have a… we have a coordinator that we can… you know.
473 00:40:01.140 ⇒ 00:40:02.849 Rico Rejoso: What do you call that?
474 00:40:03.040 ⇒ 00:40:05.700 Rico Rejoso: That we can ask for help in regards to this.
475 00:40:06.400 ⇒ 00:40:06.910 Rico Rejoso: slow down.
476 00:40:06.910 ⇒ 00:40:09.849 Sheshu Chandrasekar: Wait, see… Wait, what do you mean by that?
477 00:40:10.050 ⇒ 00:40:13.149 Rico Rejoso: We have Bryle. He is a PM coordinator right now.
478 00:40:13.150 ⇒ 00:40:16.210 Sheshu Chandrasekar: Oh, okay, so he’s gonna be kind of our resource.
479 00:40:16.650 ⇒ 00:40:24.099 Rico Rejoso: On the client… on the client delivery side, since he’s working… I mean, he’s working close with the CSOs, EPs, and service teams.
480 00:40:25.280 ⇒ 00:40:30.220 Rico Rejoso: So anything client-related questions, I think we can, like,
481 00:40:30.370 ⇒ 00:40:34.200 Rico Rejoso: have him help out, because I think we have to keep him in the loop as well.
482 00:40:34.530 ⇒ 00:40:35.970 Sheshu Chandrasekar: Okay.
483 00:40:36.930 ⇒ 00:40:42.680 Sheshu Chandrasekar: So we need to start adding syncs with them as well. So he’s kind of, like, our client delivery lead at a point.
484 00:40:43.280 ⇒ 00:40:44.300 Rico Rejoso: Yeah.
485 00:40:44.410 ⇒ 00:40:47.989 Rico Rejoso: So, just our point of contact, just to make sure, you know.
486 00:40:48.910 ⇒ 00:40:52.969 Rico Rejoso: We are in the loop of the process, or what’s happening on the client delivery team.
487 00:40:54.300 ⇒ 00:40:56.729 Sheshu Chandrasekar: Okay. Yeah, that makes sense.
488 00:40:59.810 ⇒ 00:41:09.260 Sheshu Chandrasekar: Okay, cool. What I’ll do… so I’m gonna show you guys a system that I’m devising, honestly, so…
489 00:41:09.400 ⇒ 00:41:09.960 Rico Rejoso: Okay.
490 00:41:15.190 ⇒ 00:41:19.300 Sheshu Chandrasekar: So, moving forward, what I would like to do is…
491 00:41:20.520 ⇒ 00:41:28.710 Sheshu Chandrasekar: whatever we have in our instant is great, but we need to create… we need to make sure it aligns with our AORs. So, as you can see, I created…
492 00:41:28.820 ⇒ 00:41:31.380 Sheshu Chandrasekar: our AORs, 7 different AORs.
493 00:41:31.680 ⇒ 00:41:36.260 Sheshu Chandrasekar: So, for example, like, when I was working on the…
494 00:41:36.890 ⇒ 00:41:40.659 Sheshu Chandrasekar: like, for example, ticket standards and quality for CSOs, right?
495 00:41:40.880 ⇒ 00:41:46.729 Sheshu Chandrasekar: like… This is, like… This goes under Project Operations Support.
496 00:41:47.050 ⇒ 00:42:02.059 Sheshu Chandrasekar: And what I did was I created, like, a… basically, like, a mini-linear ticket, where I say, this is the task, this is the objective, and then these are the subtasks, right, that goes along to make sure that we enforce this objective right here.
497 00:42:02.950 ⇒ 00:42:04.689 Sheshu Chandrasekar: Does that… does that make sense?
498 00:42:08.770 ⇒ 00:42:10.200 Sheshu Chandrasekar: So…
499 00:42:11.160 ⇒ 00:42:17.799 Sheshu Chandrasekar: Yeah, no, I feel like there’s a bit of confusion, so if there’s something that’s… doesn’t make sense, like, just let me know.
500 00:42:17.800 ⇒ 00:42:23.249 Elizah Joy: Just to make sure, like, this AOR is just the AOR for the ops team, right?
501 00:42:23.620 ⇒ 00:42:25.770 Sheshu Chandrasekar: Yeah, this is AWAR for the ops team. I don’t have, like.
502 00:42:25.770 ⇒ 00:42:26.340 Elizah Joy: Okay.
503 00:42:26.340 ⇒ 00:42:33.239 Sheshu Chandrasekar: Because I know we have some AORs that are assigned to us, I didn’t do that, because ultimately, as cumulative, we are the ops team, so…
504 00:42:33.240 ⇒ 00:42:33.820 Elizah Joy: Yeah.
505 00:42:35.020 ⇒ 00:42:43.610 Sheshu Chandrasekar: And so what I… what I’m proposing moving forward every week on Fridays is we take whatever we have in the Instagant, put it in here, and then just, like.
506 00:42:43.850 ⇒ 00:43:03.160 Sheshu Chandrasekar: basically make sure that we map it, and then we put that in our linear, right? And what I’ll do after this call, or by end of today, is I’ll go into our linear board and add tags that aligns with each of these AORs. So by the end of each week, or even month.
507 00:43:03.180 ⇒ 00:43:10.140 Sheshu Chandrasekar: We can go to, the linear task and say, oh, yeah, we did this, and this is what it aligned to.
508 00:43:10.290 ⇒ 00:43:11.980 Sheshu Chandrasekar: For our AORs.
509 00:43:12.490 ⇒ 00:43:27.809 Sheshu Chandrasekar: So then when we have our monthly AOR calls with Utam and Robert, we look good. We can just say, hey, like, based on our linear board, 30% of our tickets came under this AOR, and we completed them, right? And here are some things that we did not finish.
510 00:43:29.060 ⇒ 00:43:36.339 Sheshu Chandrasekar: So, it makes us look good, and we can actually track, like, what’s in our scope of responsibilities.
511 00:43:38.730 ⇒ 00:43:39.440 Rico Rejoso: Yeah.
512 00:43:40.470 ⇒ 00:43:42.609 Sheshu Chandrasekar: So what I’ll do right now is…
513 00:43:43.770 ⇒ 00:43:55.290 Sheshu Chandrasekar: just follow this. This is, like, the standard, this, like, the object… like, write down what the overall task is. Like, for example, in the Instagant, right, like, we have the client health tracker. That would go… that would be the title.
514 00:43:55.430 ⇒ 00:44:00.120 Sheshu Chandrasekar: Why we’re doing this is the objective, and then tasks remaining left.
515 00:44:00.460 ⇒ 00:44:04.110 Sheshu Chandrasekar: That we need to complete for next week, right?
516 00:44:04.740 ⇒ 00:44:06.660 Sheshu Chandrasekar: Once we do those things.
517 00:44:06.840 ⇒ 00:44:14.049 Sheshu Chandrasekar: and we look at our Monday, we can go in linear, just add it in, and then we’ll be okay.
518 00:44:14.220 ⇒ 00:44:17.209 Sheshu Chandrasekar: And we can add tags and relevant tags and stuff like that.
519 00:44:17.520 ⇒ 00:44:21.639 Sheshu Chandrasekar: That’s how I’m envisioning we operate as an ops team moving forward.
520 00:44:26.210 ⇒ 00:44:26.800 Rico Rejoso: Okay.
521 00:44:27.490 ⇒ 00:44:27.969 Rico Rejoso: No bigg.
522 00:44:27.970 ⇒ 00:44:29.990 Sheshu Chandrasekar: Eliza. And any questions?
523 00:44:30.350 ⇒ 00:44:36.059 Elizah Joy: Yeah, I think it looks, good. I think it’s sustainable for us as well.
524 00:44:37.560 ⇒ 00:44:40.710 Sheshu Chandrasekar: Yeah, and honestly, I’ll create a guide, like.
525 00:44:41.310 ⇒ 00:44:43.680 Sheshu Chandrasekar: On how to do this better, but…
526 00:44:44.100 ⇒ 00:45:00.470 Sheshu Chandrasekar: I think this would… this would make so much sense for us, and even when we plan on Fridays moving forward, we can just come to this Figma board, add whatever tasks we need to do, and then make sure that it aligns. The instagram is good, because it helps us understand what’s…
527 00:45:00.560 ⇒ 00:45:05.379 Sheshu Chandrasekar: need to be done tactically. But when it comes to brainstorming, like, the next task.
528 00:45:05.610 ⇒ 00:45:11.050 Sheshu Chandrasekar: I think this should be our, like, our go-to, source, if anything.
529 00:45:11.050 ⇒ 00:45:13.160 Elizah Joy: Yeah, I do…
530 00:45:13.670 ⇒ 00:45:14.969 Rico Rejoso: Yeah, go ahead, Alexa.
531 00:45:15.100 ⇒ 00:45:17.340 Elizah Joy: Sorry, go ahead. You go ahead, first people.
532 00:45:17.470 ⇒ 00:45:21.060 Elizah Joy: No, no, this is a different topic, no worries. Oh, yeah, just…
533 00:45:21.060 ⇒ 00:45:37.580 Elizah Joy: Just a quick question on that. But for example, for the next quarter, would we… we would still be using the Gantt chart, right? So it’s, like, gonna be, like, the source of truth for the tasks that we have, and then this one is the go-to source for us, like, the Figma for tasks.
534 00:45:37.580 ⇒ 00:45:44.080 Sheshu Chandrasekar: Yeah, this is, like, for us to, like, kind of brainstorm. Like, what do we need to do to get it done? And then Instagant is, like.
535 00:45:44.180 ⇒ 00:45:58.029 Sheshu Chandrasekar: important for us, because it helps us, like, align on timeline, and then… and then whatever we add on linear is basically tickets to show, like, where we are, right? Like, it… because most of the time, we’re not living in instant, we’re living in linear.
536 00:45:58.030 ⇒ 00:45:59.350 Elizah Joy: Yeah.
537 00:45:59.350 ⇒ 00:46:04.430 Sheshu Chandrasekar: And then we immediately update it end of day, and then move on. And then on Fridays.
538 00:46:04.600 ⇒ 00:46:12.749 Sheshu Chandrasekar: We can go back to Instagant, see what we need to do still, update those, and then come back here to brainstorm, like, what we need to do on the next steps, and where it.
539 00:46:12.750 ⇒ 00:46:13.209 Elizah Joy: falls on me.
540 00:46:14.000 ⇒ 00:46:17.719 Sheshu Chandrasekar: Because I think that’ll help us prioritize things a little bit better for us.
541 00:46:18.870 ⇒ 00:46:22.349 Elizah Joy: Yeah, I think this… oh, sorry, go ahead, Rika, sorry, go ahead.
542 00:46:22.350 ⇒ 00:46:30.390 Rico Rejoso: So basically, it’s the Figma, then once you plan things out, you put it to Instagant to… for the timeline, then once you figure out a timeline.
543 00:46:30.510 ⇒ 00:46:33.970 Rico Rejoso: line up all the tasks for next week and put it into Lumia.
544 00:46:34.470 ⇒ 00:46:41.950 Sheshu Chandrasekar: Yeah, because my understanding is, like, Instagant is done on a quarter… like, what’s gonna happen on a quarterly basis, right? But…
545 00:46:42.250 ⇒ 00:46:49.079 Sheshu Chandrasekar: Figma here is, like, what’s gonna happen on a weekly basis, and then linear is gonna be, like, what happens on a daily basis.
546 00:46:50.540 ⇒ 00:46:51.440 Rico Rejoso: Makes sense, yeah.
547 00:46:51.990 ⇒ 00:46:55.480 Sheshu Chandrasekar: So, like, that’s, like, kind of the order of, like.
548 00:46:56.090 ⇒ 00:46:59.349 Sheshu Chandrasekar: I guess, ops. No pun intended, but yeah.
549 00:46:59.800 ⇒ 00:47:02.070 Sheshu Chandrasekar: Yeah, so this…
550 00:47:03.340 ⇒ 00:47:07.949 Rico Rejoso: You can even plan out Oh, for the next quarter, using that FEGMO fund that you have.
551 00:47:08.070 ⇒ 00:47:08.600 Rico Rejoso: I mean, depends.
552 00:47:08.600 ⇒ 00:47:09.010 Sheshu Chandrasekar: Exactly.
553 00:47:09.010 ⇒ 00:47:13.339 Rico Rejoso: AOR change or not, but some for AOR here are recurring AORs.
554 00:47:15.320 ⇒ 00:47:18.740 Sheshu Chandrasekar: Yeah, exactly, because I just want to make sure that whatever we do, moving forward.
555 00:47:18.780 ⇒ 00:47:36.579 Sheshu Chandrasekar: like, it aligns with us. It aligns with what we’re… our responsibilities are, because I know… I don’t know when Kayla’s being onboarded, but there’s gonna be some things from recruitment on our side that’s gonna fall under her domain, right? Same thing with GTM. So, getting clear on those topics will help us save a lot of time and…
556 00:47:37.060 ⇒ 00:47:49.080 Sheshu Chandrasekar: eliminate… like, I just want to bring clarity. That’s kind of, like, what I’m trying to get at here. Like, we need to be clear on what we’re doing, and then if UTAM ever asks, like, we can be like, hey, this is what we’re working on, here’s why, and…
557 00:47:49.330 ⇒ 00:47:54.639 Sheshu Chandrasekar: per our, like, OKRs and AORs, like, this is why we’re doing it. So, yeah.
558 00:47:57.110 ⇒ 00:48:04.939 Sheshu Chandrasekar: Cool, alright. Well, if there’s nothing else, I’m gonna share this file. Let’s,
559 00:48:06.170 ⇒ 00:48:16.419 Sheshu Chandrasekar: let’s basically, on Monday, get back to this file again, and just build everything out, and then Monday evening, let’s make sure that deck is ready to go, like, we don’t want to touch it on…
560 00:48:16.630 ⇒ 00:48:23.999 Sheshu Chandrasekar: Tuesday morning or anything like that. And then we can send it to Utam for his night review, so on Tuesday morning, he looks at it.
561 00:48:24.280 ⇒ 00:48:28.090 Sheshu Chandrasekar: Gives us feedback, whatnot, and then we can move forward from there.
562 00:48:29.500 ⇒ 00:48:30.220 Rico Rejoso: Yep.
563 00:48:35.330 ⇒ 00:48:38.570 Sheshu Chandrasekar: Cool. Eliza, anything on your end, or any…
564 00:48:40.440 ⇒ 00:48:53.210 Elizah Joy: Nothing on mine, I think this looks good, because I think it’s gonna help us be more organized. Because right now, we’re… what we’re doing, we have this list in Notion, we have the Instagant, and then.
565 00:48:53.210 ⇒ 00:48:53.660 Sheshu Chandrasekar: Yeah.
566 00:48:53.660 ⇒ 00:48:58.780 Elizah Joy: the, linear cast, but I think this… for me, it…
567 00:48:58.840 ⇒ 00:49:09.450 Elizah Joy: I think it’s more… like, it’s more organized, because I’m a visual person, honestly, so this helps, especially it’s connected with AORs, because, with the instant, it’s not…
568 00:49:09.480 ⇒ 00:49:19.649 Elizah Joy: connected with… or it’s not… it’s not that it’s not connected, but it’s… we don’t… we have to go to this spreadsheet to… just to be able to see the AOR that we have.
569 00:49:20.380 ⇒ 00:49:21.340 Sheshu Chandrasekar: Exactly.
570 00:49:21.470 ⇒ 00:49:32.919 Sheshu Chandrasekar: Yeah, that’s my, my biggest thing. So, I’ll share this right now. If you want to add the things that we discussed, use the meeting notes that, the platform generated.
571 00:49:32.920 ⇒ 00:49:33.410 Elizah Joy: It’s interesting.
572 00:49:33.410 ⇒ 00:49:34.040 Sheshu Chandrasekar: like…
573 00:49:34.300 ⇒ 00:49:45.819 Sheshu Chandrasekar: just go ahead and start adding these tickets in if you want, like, so we can… on Monday, we look at this board and be like, okay, this is what we need to do. So, I’m gonna share this, guys, with you, so just let me know,
574 00:49:48.500 ⇒ 00:49:49.340 Sheshu Chandrasekar: Okay.
575 00:49:49.340 ⇒ 00:49:49.940 Rico Rejoso: Thank you.
576 00:49:50.440 ⇒ 00:49:51.170 Sheshu Chandrasekar: Yeah.
577 00:49:51.510 ⇒ 00:49:58.999 Sheshu Chandrasekar: All right, team, well, great conversation. I really think we’re gonna crush it next week. I have a good feeling about this, so…
578 00:49:59.710 ⇒ 00:50:00.560 Sheshu Chandrasekar: Let’s do it.
579 00:50:00.560 ⇒ 00:50:01.580 Rico Rejoso: Let’s do it, yeah.
580 00:50:01.760 ⇒ 00:50:02.530 Elizah Joy: Yeah.
581 00:50:02.530 ⇒ 00:50:03.100 Rico Rejoso: Thank you, guys.
582 00:50:03.100 ⇒ 00:50:04.080 Sheshu Chandrasekar: Alright, thank you.
583 00:50:04.080 ⇒ 00:50:06.889 Elizah Joy: Alright, thank you. Bye.