Meeting Title: Finance and Ops Weekly Sync Date: 2026-02-19 Meeting participants: Rico Rejoso, Elizah Joy
WEBVTT
1 00:00:10.170 ⇒ 00:00:12.010 Elizah Joy: Hi, Aretha, how are you?
2 00:00:14.010 ⇒ 00:00:15.460 Rico Rejoso: Hey, Elijah, good, how are you?
3 00:00:15.880 ⇒ 00:00:18.160 Elizah Joy: I’m also doing good.
4 00:00:21.440 ⇒ 00:00:25.099 Elizah Joy: All right, let’s start. So yeah, for…
5 00:00:25.380 ⇒ 00:00:34.830 Elizah Joy: On my end for today, my priorities is, first would be the finance process mapping, and then the,
6 00:00:34.960 ⇒ 00:00:40.599 Elizah Joy: Let’s start with the plan that we have for the finance team, so executing that, those…
7 00:00:41.480 ⇒ 00:00:51.310 Elizah Joy: Two are my top priorities for today, and then… I did saw a… Couple of tasks in the…
8 00:00:51.570 ⇒ 00:00:55.339 Elizah Joy: In linear for the operating compliance tasks.
9 00:00:55.660 ⇒ 00:01:04.089 Elizah Joy: for… I think those were… tasks that Sheshu added in there, so I think it’ll be helpful if…
10 00:01:07.070 ⇒ 00:01:11.750 Elizah Joy: We update some of those if they’re already done or not.
11 00:01:12.240 ⇒ 00:01:18.549 Elizah Joy: And then, yeah, next for me would be the notion for the delivery team.
12 00:01:19.250 ⇒ 00:01:27.890 Elizah Joy: then I have a couple of, like, expense request… er, expense requests, specifically equipment requests that…
13 00:01:28.470 ⇒ 00:01:34.470 Elizah Joy: beyond budget, so I am currently communicating with UTAM on how
14 00:01:34.740 ⇒ 00:01:45.090 Elizah Joy: I mean, on, like, finding other alternatives based on the request that we got there, and then prep for Friday Retro for tomorrow.
15 00:01:45.260 ⇒ 00:01:48.599 Elizah Joy: And then, that includes the ops update for tomorrow.
16 00:01:54.760 ⇒ 00:01:56.040 Rico Rejoso: Okay,
17 00:01:56.440 ⇒ 00:02:02.419 Rico Rejoso: It’s tackled it one by one. You mentioned expense requests. We have a couple that was still for, like.
18 00:02:02.600 ⇒ 00:02:03.910 Rico Rejoso: A month already.
19 00:02:04.320 ⇒ 00:02:08.689 Rico Rejoso: Were we able to follow up with Utam regarding that one in regards to approval, or…
20 00:02:10.030 ⇒ 00:02:11.739 Elizah Joy: Hmm, yeah, I’ve…
21 00:02:12.410 ⇒ 00:02:24.909 Elizah Joy: I’ve, passed… not passed, but I’ve already communicated those with you, Tom. I think the one thing… one expense request that we could, like, approve
22 00:02:25.050 ⇒ 00:02:27.719 Elizah Joy: Right away, it’s just that currently,
23 00:02:27.870 ⇒ 00:02:36.569 Elizah Joy: We’re finding an alternative, so that’s the expense request from Kayla for a monitor, so it’s beyond our…
24 00:02:36.890 ⇒ 00:02:55.720 Elizah Joy: budget range for equipment requests. So, at the moment, I am finding, like, an alternative for her, but yeah, same specs for… she was asking for an ultra-wide monitor, and the previous equipment requests that we did get were just, like,
25 00:02:55.890 ⇒ 00:03:08.830 Elizah Joy: a regular-sized monitor, and that’s that, and then there’s a couple in there that I’ve already, I’m currently communicating on with Udom, so yeah, that’s…
26 00:03:09.730 ⇒ 00:03:10.340 Elizah Joy: I love me.
27 00:03:10.340 ⇒ 00:03:13.990 Rico Rejoso: Do you send a DM or two, in regards to that?
28 00:03:14.450 ⇒ 00:03:15.830 Elizah Joy: Which one.
29 00:03:16.390 ⇒ 00:03:18.949 Rico Rejoso: I mean, where do you communicate with them regarding the following?
30 00:03:18.950 ⇒ 00:03:19.650 Elizah Joy: Oh, I…
31 00:03:19.650 ⇒ 00:03:20.680 Rico Rejoso: Operations General.
32 00:03:20.870 ⇒ 00:03:22.800 Elizah Joy: I sent him a DM on that.
33 00:03:25.180 ⇒ 00:03:27.510 Rico Rejoso: do it in the operations channel to obscena DM.
34 00:03:28.370 ⇒ 00:03:29.370 Elizah Joy: Okay.
35 00:03:29.370 ⇒ 00:03:30.799 Rico Rejoso: For everyone’s visibility.
36 00:03:31.100 ⇒ 00:03:31.870 Rico Rejoso: Because…
37 00:03:32.220 ⇒ 00:03:40.269 Rico Rejoso: I mean, you’re not the only one seeing this one, so if whenever we need to upgrade, we need to update this one, or whenever it’s not upgradable, everyone can take on the task, okay?
38 00:03:40.510 ⇒ 00:03:41.870 Elizah Joy: Okay, alright.
39 00:03:44.280 ⇒ 00:03:45.130 Rico Rejoso: Okay.
40 00:03:47.680 ⇒ 00:03:54.380 Rico Rejoso: So, we have a couple of stale. Did we get any finalized, I mean, approval for this?
41 00:03:54.740 ⇒ 00:03:58.069 Rico Rejoso: Since January 9th, we have the Sales Navigator.
42 00:03:59.110 ⇒ 00:04:01.690 Rico Rejoso: Play this software for a leash.
43 00:04:02.410 ⇒ 00:04:09.179 Rico Rejoso: For Zara, we have a request here for Shashu. Have you been monitoring this, or what are the updates for this?
44 00:04:09.510 ⇒ 00:04:21.320 Elizah Joy: For Sheshu, that one is not approved, so that’s… that one was a travel expense, I believe, so that’s the receipt there. The receipt?
45 00:04:21.730 ⇒ 00:04:24.449 Elizah Joy: Wasn’t included in there, I believe.
46 00:04:27.330 ⇒ 00:04:29.620 Rico Rejoso: It’s not approved, so it’s declined, right?
47 00:04:29.950 ⇒ 00:04:32.499 Elizah Joy: Yeah, let me update them.
48 00:04:33.030 ⇒ 00:04:34.599 Rico Rejoso: No worries, let me update it.
49 00:04:36.460 ⇒ 00:04:45.970 Rico Rejoso: Our goal is to make sure that those requests coming from request tools or expense requests are either 1 or 0, okay?
50 00:04:45.970 ⇒ 00:04:47.510 Elizah Joy: Yeah.
51 00:04:47.510 ⇒ 00:04:51.089 Rico Rejoso: It’s not how to any state. What’s our service level agreement for this?
52 00:04:52.390 ⇒ 00:04:53.810 Elizah Joy: Hmm, which one?
53 00:04:54.220 ⇒ 00:04:56.760 Rico Rejoso: I mean, how long should a request stay here?
54 00:04:57.410 ⇒ 00:05:03.709 Elizah Joy: Remember, like, our previous discussion before when we… like, we haven’t gotten, like.
55 00:05:04.140 ⇒ 00:05:15.190 Elizah Joy: a process before when Sheshu was still here, like, who does the approval for this, so that’s why a lot of these are, like, pending, so that’s why it’s…
56 00:05:15.640 ⇒ 00:05:20.370 Elizah Joy: But since he’s not with us anymore, I’m tackling this… this one.
57 00:05:24.800 ⇒ 00:05:30.159 Rico Rejoso: Yeah, that’s fine. What I’m saying is that we need to keep pushing our stakeholder…
58 00:05:30.160 ⇒ 00:05:31.010 Elizah Joy: And…
59 00:05:31.010 ⇒ 00:05:35.260 Rico Rejoso: Because this was not discussed during our previous operations.
60 00:05:35.800 ⇒ 00:05:37.610 Rico Rejoso: sync with deep web, right?
61 00:05:37.840 ⇒ 00:05:38.560 Elizah Joy: Damn.
62 00:05:38.790 ⇒ 00:05:40.679 Rico Rejoso: Which should have been discussed with him.
63 00:05:41.410 ⇒ 00:05:53.039 Rico Rejoso: So that’s the reason why we haven’t got any updates with this one yet, just to make sure that this is included into our weekly discussion. We also agreed before that every time, or during our weekly discussion with them, we will be updating
64 00:05:53.060 ⇒ 00:06:05.740 Rico Rejoso: the requests coming in from the team. There’s no… if there’s no new request, that’s fine, but if there are any state requests here, let’s keep on asking for decisions from him, especially these are… some of these are costly.
65 00:06:06.370 ⇒ 00:06:07.380 Elizah Joy: Yeah, yeah.
66 00:06:07.380 ⇒ 00:06:08.349 Rico Rejoso: for my wish.
67 00:06:09.790 ⇒ 00:06:10.460 Rico Rejoso: for one.
68 00:06:17.280 ⇒ 00:06:19.769 Elizah Joy: This one’s in progress already.
69 00:06:21.090 ⇒ 00:06:23.630 Rico Rejoso: I don’t know what’s our,
70 00:06:24.460 ⇒ 00:06:31.239 Rico Rejoso: If we only approve requests that are, like, one-time payment, not subscription requests.
71 00:06:31.570 ⇒ 00:06:37.979 Rico Rejoso: Or a tool that can benefit everyone, because CRISP, I do believe, is a ongoing…
72 00:06:38.370 ⇒ 00:06:44.629 Rico Rejoso: Right? So, in case we have to provide card details to get that going for a wish, right?
73 00:06:46.750 ⇒ 00:06:47.520 Elizah Joy: Yeah.
74 00:06:47.940 ⇒ 00:06:50.559 Rico Rejoso: Let’s try to solve out alternatives for this.
75 00:06:50.800 ⇒ 00:06:57.149 Rico Rejoso: Okay. During our meeting, Aside from presenting this to them, we can also provide alternatives.
76 00:06:59.960 ⇒ 00:07:11.089 Rico Rejoso: Okay, yeah, let’s try to sort this out and get this out of the window by next week, okay? Let’s present all of this and get the session. If whenever he mentioned, or Uta mentioned that, let’s follow up with this.
77 00:07:11.260 ⇒ 00:07:23.909 Rico Rejoso: on the latter date, or latter day of the week, then let’s do so. By Wednesday, let’s provide an update again. Let’s make it… let’s make it a habit, or let’s include it in the process to get updates on this.
78 00:07:24.190 ⇒ 00:07:25.220 Rico Rejoso: Yep.
79 00:07:26.000 ⇒ 00:07:28.479 Rico Rejoso: This should be none to zero, yeah.
80 00:07:29.570 ⇒ 00:07:32.280 Rico Rejoso: You mentioned finance, right? Let’s talk about finance.
81 00:07:32.900 ⇒ 00:07:34.919 Elizah Joy: Yep, so let me…
82 00:07:38.050 ⇒ 00:07:42.150 Rico Rejoso: Yeah, I look at finances, it’s great, great on this one, and…
83 00:07:42.530 ⇒ 00:07:48.470 Rico Rejoso: You were able to input operational gap, or process where operations can be more involved.
84 00:07:49.950 ⇒ 00:08:02.020 Rico Rejoso: Another would be the process mapping for finance. I know on the file that I sent you, that includes the finance processes for each cadences, from daily, weekly, monthly, quarterly, to annually, right?
85 00:08:04.620 ⇒ 00:08:18.999 Rico Rejoso: Okay, let’s just map out that process. Basically, what… aside from us getting involved, we want to make sure we know where they’re at right now, especially for what they’re focusing on or what they’re working on on a daily, weekly, monthly basis. That’s the reason we’re trying to gather their…
86 00:08:19.750 ⇒ 00:08:21.499 Rico Rejoso: Process… process.
87 00:08:21.500 ⇒ 00:08:22.170 Elizah Joy: Beautiful.
88 00:08:22.170 ⇒ 00:08:22.700 Rico Rejoso: Okay.
89 00:08:23.170 ⇒ 00:08:31.670 Rico Rejoso: If you look at operations, I do also, like, list down all the finance team process map. We could try to merge that one. Were you able to see the finance team process map?
90 00:08:37.260 ⇒ 00:08:39.470 Elizah Joy: Oh yeah, I just saw it.
91 00:08:39.850 ⇒ 00:08:44.880 Rico Rejoso: Yeah, I listed it out by project, and then grouped it by their cadences.
92 00:08:47.050 ⇒ 00:08:57.770 Rico Rejoso: So, yeah, I try to do… because I know you’re working on the operations involved… operations involvement in finance processes, right? Maybe you can insert on this, and let’s create a,
93 00:08:59.180 ⇒ 00:09:04.890 Rico Rejoso: I mean, process map for all the projects that the finance are… we’re looking at.
94 00:09:05.140 ⇒ 00:09:05.670 Rico Rejoso: Yeah.
95 00:09:07.060 ⇒ 00:09:12.230 Rico Rejoso: Okay, just a simple, all the… Zoom lead.
96 00:09:13.280 ⇒ 00:09:24.729 Rico Rejoso: would be… would be… would be okay. Let’s try to merge this one with the ops finance plan and change the title for this one. Okay, and we can finalize it and present it by end of day. Would that work?
97 00:09:25.230 ⇒ 00:09:26.389 Elizah Joy: Yeah, that’s…
98 00:09:26.390 ⇒ 00:09:27.989 Rico Rejoso: How long are you gonna take to get this done?
99 00:09:28.430 ⇒ 00:09:35.190 Elizah Joy: Just for the process mop, I think just… Like, an hour.
100 00:09:35.530 ⇒ 00:09:36.450 Elizah Joy: Top.
101 00:09:37.010 ⇒ 00:09:37.910 Elizah Joy: with this.
102 00:09:39.780 ⇒ 00:09:40.390 Rico Rejoso: Okay.
103 00:09:40.760 ⇒ 00:09:42.529 Rico Rejoso: Let me just share my screen.
104 00:09:45.980 ⇒ 00:09:51.109 Rico Rejoso: So I want to make sure we track, and we are aware of how many… of how are we…
105 00:09:52.490 ⇒ 00:09:54.330 Rico Rejoso: Working on tasks.
106 00:09:59.410 ⇒ 00:10:00.990 Rico Rejoso: You mentioned one hour, right?
107 00:10:12.430 ⇒ 00:10:14.629 Rico Rejoso: Okay, what were the other priorities you mentioned?
108 00:10:15.230 ⇒ 00:10:21.829 Elizah Joy: Oh, it’s the, finance mapping, finance plan execution, so that’s two…
109 00:10:22.310 ⇒ 00:10:30.239 Elizah Joy: And then the notion for the delivery team, you’ve pinned that yesterday in Slack. I’m not sure if…
110 00:10:31.160 ⇒ 00:10:33.690 Elizah Joy: If that’s going to be sent out.
111 00:10:35.300 ⇒ 00:10:36.419 Rico Rejoso: Which one? I’m sorry.
112 00:10:36.660 ⇒ 00:10:39.389 Elizah Joy: Oh, the… wait, let me grab that.
113 00:10:45.920 ⇒ 00:10:48.549 Elizah Joy: The delivery process map, this…
114 00:10:55.620 ⇒ 00:10:58.459 Rico Rejoso: Okay, the CSL and the Service Lead Process Map.
115 00:10:58.580 ⇒ 00:11:00.359 Elizah Joy: Mmm, yeah, that’s right.
116 00:11:05.530 ⇒ 00:11:10.369 Rico Rejoso: Okay, this is based off the Forging the Future document, I just…
117 00:11:10.590 ⇒ 00:11:13.109 Rico Rejoso: So, this is, like, deep land.
118 00:11:13.360 ⇒ 00:11:23.820 Rico Rejoso: process… processes that each CSO should take on, on a daily, weekly, monthly, quarterly basis. But, I guess what we’re looking forward to is
119 00:11:24.090 ⇒ 00:11:26.309 Rico Rejoso: What are they actually doing?
120 00:11:27.520 ⇒ 00:11:35.270 Rico Rejoso: Because this is one… this one says to the guy that they should do this one. The question is… the question is, are they doing this? So that’s why…
121 00:11:35.540 ⇒ 00:11:37.299 Rico Rejoso: We propose that we create
122 00:11:37.470 ⇒ 00:11:46.050 Rico Rejoso: One version of a process map that is coming from their perspective, with them listing out what would be their… what they’re doing on a quarterly, monthly.
123 00:11:46.360 ⇒ 00:11:49.749 Rico Rejoso: or such a cadence basis, right? So I was thinking of…
124 00:11:49.980 ⇒ 00:12:02.930 Rico Rejoso: creating a database here, where we can have them submit a form, them listing out all the processes they’re working on a quarterly. I actually created one, I just deleted it, because I was thinking of a different way other than creating a form.
125 00:12:03.280 ⇒ 00:12:06.170 Elizah Joy: Mmm, yeah, yeah, I did saw that one yesterday.
126 00:12:06.380 ⇒ 00:12:11.540 Rico Rejoso: Yeah, so what are your ideas? I need your inputs on what you think would be the best processes in getting that done.
127 00:12:12.050 ⇒ 00:12:15.550 Elizah Joy: I think, yeah, I think a form…
128 00:12:15.930 ⇒ 00:12:19.059 Elizah Joy: May not apply to all of, like, the
129 00:12:19.330 ⇒ 00:12:21.450 Elizah Joy: Team members for that, so yeah.
130 00:12:21.650 ⇒ 00:12:23.889 Elizah Joy: But I just think that…
131 00:12:26.790 ⇒ 00:12:34.999 Elizah Joy: Not a form, but a database, maybe, for them to just jot down all those processes that they have instead of a form.
132 00:12:35.340 ⇒ 00:12:35.940 Rico Rejoso: Yeah.
133 00:12:36.460 ⇒ 00:12:45.659 Rico Rejoso: I’m on you with that, that’s my initial thinking, but I think the reason why I opted to a form is that I don’t want them to copying what the others are, like, doing.
134 00:12:45.830 ⇒ 00:12:49.360 Rico Rejoso: For the sake of just listing out or noting the process.
135 00:12:49.990 ⇒ 00:13:04.420 Rico Rejoso: here, right? Because if it’s through a form, they just… they will just rethink what they’re doing and just list it down, compared to them looking at other paper sheets and just listing down what they see is, you know, useful as an information for that.
136 00:13:04.980 ⇒ 00:13:06.200 Elizah Joy: Mmm.
137 00:13:06.200 ⇒ 00:13:10.799 Rico Rejoso: Right, I mean, it’s… I mean, we don’t… we want to get each individual perspective.
138 00:13:10.900 ⇒ 00:13:19.309 Rico Rejoso: put it into AI, let them sort it out, and list out all that the delivery team are doing based off individual perspective, right?
139 00:13:20.560 ⇒ 00:13:22.310 Rico Rejoso: So that was the idea of the form.
140 00:13:22.670 ⇒ 00:13:24.430 Rico Rejoso: Yeah, I just wanted to share that.
141 00:13:24.740 ⇒ 00:13:27.030 Rico Rejoso: So if you think that would be, like.
142 00:13:27.630 ⇒ 00:13:33.330 Rico Rejoso: You know, feasible for us to do so, instead of just creating… because my initial was creating page for each one.
143 00:13:33.740 ⇒ 00:13:39.829 Rico Rejoso: Having them only I mean, having just those individuals have access for that pages.
144 00:13:39.960 ⇒ 00:13:43.259 Rico Rejoso: So they won’t be copying others’ inputs.
145 00:13:43.690 ⇒ 00:13:54.430 Rico Rejoso: you know, just a way for us to avoid them copying others’ input, and just for the sake of listing out those, action items as CSO or part of the delivery team.
146 00:13:56.770 ⇒ 00:13:59.800 Rico Rejoso: Let me know what works, what’s, you know, our best attack for that.
147 00:14:06.960 ⇒ 00:14:23.710 Elizah Joy: I think, yeah, even with the form, like, would they be able to… They won’t be able to see the submissions, right? If we do the form? If we had it set up in a way that they only get to see the form, not the submissions? Because I was thinking, like, even if we do the form.
148 00:14:24.100 ⇒ 00:14:30.700 Elizah Joy: they might still have, like… so this is created inside the documentations database, right? So I think it’s…
149 00:14:31.360 ⇒ 00:14:37.609 Rico Rejoso: Oh, I think this is great. Oh yeah, this is created on the documentation. They’ll still be able to see the submissions for…
150 00:14:37.750 ⇒ 00:14:45.270 Elizah Joy: Even if we do the form, if that makes sense. They’ll be able to still be able to see the submissions from other team members if they just
151 00:14:45.930 ⇒ 00:14:47.449 Elizah Joy: Go through here.
152 00:14:47.610 ⇒ 00:14:49.809 Elizah Joy: In the documentations database.
153 00:14:50.340 ⇒ 00:14:52.809 Rico Rejoso: Do you think they’ll have the time to do so?
154 00:14:53.150 ⇒ 00:14:59.779 Rico Rejoso: I was thinking of the same. Will they go an extra mile just to search for the other team members’ inputs and notes?
155 00:15:00.140 ⇒ 00:15:06.080 Rico Rejoso: where, in fact, they can just jot down their own, then submit it, because I know they’re busy with client stuff as well.
156 00:15:07.770 ⇒ 00:15:08.650 Rico Rejoso: What do they think?
157 00:15:10.690 ⇒ 00:15:13.880 Elizah Joy: Well… Yeah, I think let’s just do the form.
158 00:15:14.260 ⇒ 00:15:20.780 Elizah Joy: And then, just the link for the form, if you… I can create that form if you… if you want.
159 00:15:21.370 ⇒ 00:15:24.359 Rico Rejoso: No worries, it’s just… I’m just gonna put it here.
160 00:15:24.950 ⇒ 00:15:26.260 Elizah Joy: Let’s just…
161 00:15:26.260 ⇒ 00:15:31.879 Rico Rejoso: We create a form… This will be their name.
162 00:15:32.820 ⇒ 00:15:35.840 Rico Rejoso: And for this one, we changed this to…
163 00:15:41.260 ⇒ 00:15:44.850 Rico Rejoso: X… Long answer.
164 00:15:46.590 ⇒ 00:15:57.950 Rico Rejoso: They… Daily does… Report, then we just duplicate this…
165 00:16:00.990 ⇒ 00:16:10.490 Rico Rejoso: Weekly tasks, then have them… just jot down each task individually. Daily, weekly, monthly, quarterly, annually.
166 00:16:11.030 ⇒ 00:16:18.249 Rico Rejoso: Well, I don’t think we need to do the annually, but the project life cycle basis, I guess.
167 00:16:21.590 ⇒ 00:16:25.620 Rico Rejoso: That’s just some… that’s what I’m thinking of for the form. What do you think?
168 00:16:28.380 ⇒ 00:16:35.540 Elizah Joy: Hmm, yeah, I think… Initially, this looks good. I was just thinking if we were missing something else.
169 00:16:35.810 ⇒ 00:16:36.380 Elizah Joy: Thank you, Lee.
170 00:16:36.380 ⇒ 00:16:36.900 Rico Rejoso: Excellent.
171 00:16:37.310 ⇒ 00:16:47.170 Rico Rejoso: Okay, let’s have this, parked for now. We can discuss it later, I mean, once, you know, we get more thinking on what should be done here. But yeah,
172 00:16:47.480 ⇒ 00:16:55.380 Rico Rejoso: it’s processed for now, we should just be updating what our task is. Yeah, so delivery process, that’s what we’re gonna do.
173 00:16:55.500 ⇒ 00:16:57.310 Rico Rejoso: Other than that…
174 00:17:03.780 ⇒ 00:17:11.849 Rico Rejoso: Okay, we’re gonna look at more… I mean, we still have… we also need to clean up this. By the way, I created a operations…
175 00:17:12.540 ⇒ 00:17:14.230 Rico Rejoso: Process map as well.
176 00:17:16.410 ⇒ 00:17:22.900 Rico Rejoso: I’m just gonna finalize that one first, and we can…
177 00:17:24.030 ⇒ 00:17:27.309 Rico Rejoso: We can take a look at it, or…
178 00:17:27.780 ⇒ 00:17:30.689 Rico Rejoso: Or talk about or discuss it about afterwards.
179 00:17:30.890 ⇒ 00:17:35.119 Rico Rejoso: This one indicates all our operations… what do you call this?
180 00:17:35.240 ⇒ 00:17:38.350 Rico Rejoso: Our operations roles and responsibilities as well.
181 00:17:39.040 ⇒ 00:17:44.979 Rico Rejoso: No head of ops, ops manager to ops leads, from execution planning to overseeing or managing.
182 00:17:46.100 ⇒ 00:17:52.489 Rico Rejoso: Okay, and also it’s a process mapping for all the projects that we have in the operations, making sure that we
183 00:17:53.120 ⇒ 00:18:00.000 Rico Rejoso: hit those AOR… I mean, those KPIs, and we are fully due to our AORs that are listed.
184 00:18:00.540 ⇒ 00:18:01.400 Elizah Joy: At this point.
185 00:18:02.340 ⇒ 00:18:06.810 Rico Rejoso: Okay, but I’ll, I’ll further work on it and list out tasks.
186 00:18:07.470 ⇒ 00:18:10.660 Rico Rejoso: we should be doing to hit our KPIs.
187 00:18:12.980 ⇒ 00:18:18.409 Rico Rejoso: Alright, so any other tasks that you have in mind for today? Or that you’ll be working for today?
188 00:18:19.260 ⇒ 00:18:21.679 Elizah Joy: I think one from the…
189 00:18:22.140 ⇒ 00:18:29.870 Elizah Joy: from the… from operating, I did see a bunch of, like, tasks in here related to the… to operating.
190 00:18:30.620 ⇒ 00:18:31.560 Rico Rejoso: Yeah.
191 00:18:32.700 ⇒ 00:18:35.999 Elizah Joy: how… Because I think this was…
192 00:18:36.580 ⇒ 00:18:40.539 Elizah Joy: Yeah, and there were still no assignees for this, so how do we…
193 00:18:40.980 ⇒ 00:18:42.280 Rico Rejoso: Let me take a look at it.
194 00:18:44.000 ⇒ 00:18:44.530 Elizah Joy: Man.
195 00:18:44.700 ⇒ 00:18:51.260 Elizah Joy: Because I’m not sure if… Some of these are done, or, like, most of them, like, are they…
196 00:18:53.180 ⇒ 00:18:54.420 Elizah Joy: Or not yet.
197 00:18:56.020 ⇒ 00:18:58.009 Rico Rejoso: This is for next cycle.
198 00:19:05.080 ⇒ 00:19:05.910 Rico Rejoso: Okay.
199 00:19:07.550 ⇒ 00:19:11.609 Rico Rejoso: events request, gala… Just for you.
200 00:19:11.780 ⇒ 00:19:12.310 Elizah Joy: Yeah.
201 00:19:13.250 ⇒ 00:19:16.090 Rico Rejoso: This one, I mean, this review problem now.
202 00:19:17.530 ⇒ 00:19:21.640 Rico Rejoso: This is for UTAB, then put it here…
203 00:19:24.300 ⇒ 00:19:29.480 Rico Rejoso: Well, Phase 2 operating… let me take a… let me take a look at this operating compliance tickets.
204 00:19:29.620 ⇒ 00:19:38.749 Rico Rejoso: map out, because I also need to get… have to have them updated. Were we able to set up the automation for the EP channel, reminding them to update operating?
205 00:19:39.250 ⇒ 00:19:44.549 Elizah Joy: Yeah, yeah, that’s for the weekly one, so it goes out every Friday.
206 00:19:45.540 ⇒ 00:19:47.150 Rico Rejoso: Friday, good. Okay, yeah.
207 00:19:47.750 ⇒ 00:19:52.989 Rico Rejoso: Let me take a look further in this. Aside from this one, Rolla, you plan onboarding.
208 00:19:54.510 ⇒ 00:19:59.789 Rico Rejoso: I still have to make changes in this, so let me take over on just one…
209 00:20:02.060 ⇒ 00:20:07.789 Rico Rejoso: Yeah, I can have you deliver the news, but let me work on the process and the documentation for this.
210 00:20:08.400 ⇒ 00:20:09.609 Elizah Joy: Thank you.
211 00:20:10.480 ⇒ 00:20:13.860 Rico Rejoso: Mostly off new client onboarding setup, I don’t know what that is.
212 00:20:14.940 ⇒ 00:20:20.400 Rico Rejoso: Weekly updating your… This is done now.
213 00:20:21.750 ⇒ 00:20:22.570 Rico Rejoso: Okay.
214 00:20:22.720 ⇒ 00:20:29.680 Rico Rejoso: So, for any other tasks that we’re working, hopefully we can manage to work this out by… Probably midday?
215 00:20:30.030 ⇒ 00:20:31.300 Elizah Joy: Yeah.
216 00:20:31.300 ⇒ 00:20:34.810 Rico Rejoso: You have on your list is just the finance for now, right?
217 00:20:35.060 ⇒ 00:20:39.640 Elizah Joy: Yeah, priority for, after this call is the finance.
218 00:20:40.070 ⇒ 00:20:43.829 Elizah Joy: And then, next would be the delivery team notion.
219 00:20:44.500 ⇒ 00:20:45.190 Rico Rejoso: Okay.
220 00:20:45.570 ⇒ 00:20:52.000 Rico Rejoso: Yeah, I’ll finalize this one with the task, weekly, daily, weekly, such.
221 00:20:52.360 ⇒ 00:20:57.990 Rico Rejoso: then I’ll have you take a look at it, then once it’s good, send it out to the CSO and service lead.
222 00:20:58.120 ⇒ 00:20:59.210 Rico Rejoso: Snap.
223 00:20:59.740 ⇒ 00:21:05.759 Rico Rejoso: Then have them fill out or submit… just send out the link, okay? And have them fill it out.
224 00:21:06.150 ⇒ 00:21:12.970 Rico Rejoso: Let’s receive those… Those inputs, we can further organize that, okay?
225 00:21:13.600 ⇒ 00:21:14.430 Elizah Joy: Okay.
226 00:21:14.680 ⇒ 00:21:17.290 Rico Rejoso: org chart, I… What is this?
227 00:21:17.290 ⇒ 00:21:30.289 Elizah Joy: Oh, this one’s for the org chart, so I’ve added the ones that we have for operating, but since we have, a couple of team members that we’re gonna be affording, so yeah, I’ll have to update that in the…
228 00:21:30.490 ⇒ 00:21:31.870 Elizah Joy: In Oregon in me.
229 00:21:32.490 ⇒ 00:21:35.180 Rico Rejoso: How long are gonna take for it to get this done?
230 00:21:35.180 ⇒ 00:21:38.020 Elizah Joy: Oh, just think 10 minutes just for that.
231 00:21:38.670 ⇒ 00:21:39.360 Rico Rejoso: Okay.
232 00:21:39.730 ⇒ 00:21:44.440 Rico Rejoso: I’m gonna put zero points in this. Let’s close it out, we’ll check it out by tomorrow again.
233 00:21:44.900 ⇒ 00:21:45.540 Elizah Joy: Okay.
234 00:21:47.080 ⇒ 00:21:56.540 Rico Rejoso: Okay, finance process mapping, okay. Yeah, I think that’s it for now. If ever there’s new, inputs, or let’s say tasks, ad hocs.
235 00:21:56.930 ⇒ 00:22:02.430 Rico Rejoso: That, I can pass on to you, I’ll assign it to you and message you afterwards, okay?
236 00:22:02.430 ⇒ 00:22:05.039 Elizah Joy: Yep, yep, sounds good, and
237 00:22:05.520 ⇒ 00:22:09.960 Elizah Joy: Yeah, I’ll do… I do have one question for you, but I’ll just send it on Slack, so…
238 00:22:10.110 ⇒ 00:22:10.780 Rico Rejoso: True.
239 00:22:10.900 ⇒ 00:22:14.880 Elizah Joy: It’s about, Udom’s message yesterday.
240 00:22:15.490 ⇒ 00:22:16.300 Rico Rejoso: What was it?
241 00:22:16.490 ⇒ 00:22:18.380 Elizah Joy: Oh, because,
242 00:22:18.620 ⇒ 00:22:24.530 Elizah Joy: not sure if y’all want… if we can discuss it here, but yeah, I’ll just message you, because…
243 00:22:24.740 ⇒ 00:22:30.720 Elizah Joy: I don’t think his email is in our database anymore, because we just afforded him.
244 00:22:31.130 ⇒ 00:22:33.100 Elizah Joy: And he sent me a message.
245 00:22:33.380 ⇒ 00:22:34.060 Rico Rejoso: Yeah, sure.
246 00:22:34.620 ⇒ 00:22:36.270 Elizah Joy: I’m not with the other guy.
247 00:22:36.850 ⇒ 00:22:37.450 Rico Rejoso: Gabe?
248 00:22:37.720 ⇒ 00:22:40.740 Elizah Joy: Yeah, is it okay to discuss that?
249 00:22:41.030 ⇒ 00:22:42.539 Rico Rejoso: No worries, what was it?
250 00:22:42.540 ⇒ 00:22:47.129 Elizah Joy: Yeah, cause he went… he messaged me for, like, a cursor in GitHub.
251 00:22:47.870 ⇒ 00:22:52.510 Elizah Joy: walkthrough, or, like, onboarding in there? I said, sure, but I…
252 00:22:52.820 ⇒ 00:22:55.400 Elizah Joy: I don’t… is he aware of…
253 00:22:55.750 ⇒ 00:23:00.969 Elizah Joy: That he’s gonna be afforded or something, because, he said that
254 00:23:01.250 ⇒ 00:23:07.009 Elizah Joy: like, when I add… sent him the calendar invite, his email is not appearing in there anymore.
255 00:23:08.750 ⇒ 00:23:14.320 Rico Rejoso: Yeah, I suspended his email yesterday.
256 00:23:14.320 ⇒ 00:23:15.090 Elizah Joy: Mmm.
257 00:23:15.090 ⇒ 00:23:17.090 Rico Rejoso: Utam wanted to off-board him.
258 00:23:17.330 ⇒ 00:23:24.470 Rico Rejoso: I’ll discuss it with Utam, or I’ll confirm with Utam if… when or when would Gabe be off-boarded.
259 00:23:24.600 ⇒ 00:23:30.769 Rico Rejoso: Because he’s still reaching out to us in regards to a cursor training, but yeah, he did set up a meeting with me.
260 00:23:31.260 ⇒ 00:23:31.585 Elizah Joy: Oh.
261 00:23:31.910 ⇒ 00:23:35.859 Rico Rejoso: Let’s… I’ll take advantage of that opportunity to learn cursor more.
262 00:23:36.080 ⇒ 00:23:37.170 Elizah Joy: Okay, yep.
263 00:23:37.410 ⇒ 00:23:38.210 Elizah Joy: Yep.
264 00:23:38.210 ⇒ 00:23:39.790 Rico Rejoso: You can accept it, by the way.
265 00:23:39.910 ⇒ 00:23:47.509 Elizah Joy: Yeah, I did, I did. Mine’s for tomorrow, it’s just that he said that he did not receive the calendar notification.
266 00:23:47.980 ⇒ 00:24:02.920 Elizah Joy: Because his email’s not in our domain anymore. Just one last thing from me, is that we have a couple of calendar invites that Cheshire originally set up.
267 00:24:04.830 ⇒ 00:24:10.910 Elizah Joy: And, like, for the ops GDM sync, do we keep that one? How do we…
268 00:24:11.190 ⇒ 00:24:13.249 Elizah Joy: What are your opinions on that?
269 00:24:16.250 ⇒ 00:24:19.429 Rico Rejoso: I don’t think we need to have a sync with the GTM team every week.
270 00:24:20.220 ⇒ 00:24:26.209 Rico Rejoso: Yeah, I do agree, I don’t think so. What are we gonna talk about or discuss? We don’t even have an agenda for that.
271 00:24:26.350 ⇒ 00:24:30.969 Elizah Joy: Yeah, yep, I’ll just remove this one, and then message the GPMT.
272 00:24:32.040 ⇒ 00:24:36.240 Rico Rejoso: Yeah, let’s remove that. Oh, shit, this is managed by Shashu.
273 00:24:36.940 ⇒ 00:24:46.179 Elizah Joy: Yeah, that’s the thing. I’m not sure if I… if I… if I delete it on my end, if it’s just gonna delete… if it’s… if it’s also gonna be deleted for…
274 00:24:46.870 ⇒ 00:24:49.309 Rico Rejoso: They’re invitees.
275 00:24:50.650 ⇒ 00:24:52.170 Rico Rejoso: Yeah,
276 00:24:52.690 ⇒ 00:24:56.699 Rico Rejoso: Let me transfer this, let me try to, transfer this to me, and I can take it off.
277 00:24:57.110 ⇒ 00:24:57.630 Elizah Joy: Dogs.
278 00:24:57.630 ⇒ 00:25:04.120 Rico Rejoso: planning, I’ll just transfer it to me, because we just… we need to sync every Friday to discuss this. I don’t want to go…
279 00:25:04.440 ⇒ 00:25:10.679 Rico Rejoso: Monday go next week, with us not having a plan on what we’re gonna discuss with you throughout by Tuesday.
280 00:25:10.980 ⇒ 00:25:14.219 Elizah Joy: Yeah, I do agree. Let’s keep that one. Just the GP.
281 00:25:14.220 ⇒ 00:25:14.585 Rico Rejoso: and
282 00:25:15.260 ⇒ 00:25:25.150 Rico Rejoso: Yeah, just a GPM, I’ll remove that. Let’s also make it a habit to whatever tasks that we’re working, regardless if it’s ad hoc mention in stock, or it’s a triage on linear.
283 00:25:25.470 ⇒ 00:25:38.309 Rico Rejoso: Let’s make sure that we have it all in linear. So by end of week, once we do our ops planning, or once we discuss what our accomplishments, tasks that we’ve finished for the week, we have, like, records that we can look at it.
284 00:25:39.290 ⇒ 00:25:39.790 Elizah Joy: Yep.
285 00:25:40.960 ⇒ 00:25:41.979 Elizah Joy: Do I agree.
286 00:25:47.750 ⇒ 00:25:49.870 Rico Rejoso: Alrighty, anything else?
287 00:25:50.360 ⇒ 00:25:57.200 Elizah Joy: Nothing else on my end, just, just those things, but I’ll keep you posted in Slack.
288 00:25:57.650 ⇒ 00:26:00.090 Elizah Joy: If I… if anything comes up.
289 00:26:05.240 ⇒ 00:26:07.800 Rico Rejoso: Okay, yep. Thank you so much, Eliza.
290 00:26:07.990 ⇒ 00:26:09.809 Elizah Joy: Yep, thank you so much, Rachel.
291 00:26:09.810 ⇒ 00:26:15.130 Rico Rejoso: Sorry, by the way, I’ll be pinging you every now and then, whenever, just to check on those tasks, okay?
292 00:26:15.560 ⇒ 00:26:34.730 Rico Rejoso: If in case, because I’m trying to map out what else we can do. Right now, we’re running out of class. If in case we ran out of things to do, we can go back to working on our less prior stuff, okay? And if someone confirmed or ask why are we working all the de prior stuff, let’s mention that all the priorities for this week have been
293 00:26:35.040 ⇒ 00:26:37.970 Rico Rejoso: Have been, you know, have been finished or completed, okay?
294 00:26:37.970 ⇒ 00:26:40.460 Elizah Joy: Yep. Yeah, sounds good.
295 00:26:40.850 ⇒ 00:26:44.009 Rico Rejoso: Alrighty, that’s it. Thank you so much, Eliza. Talk to you later.
296 00:26:44.240 ⇒ 00:26:46.390 Elizah Joy: Thanks, Rico. Bye.