Meeting Title: Ops Planning Meeting Date: 2026-02-20 Meeting participants: Elizah Joy, Rico Rejoso
WEBVTT
1 00:00:13.620 ⇒ 00:00:14.960 Elizah Joy: Hi, Michel.
2 00:00:18.610 ⇒ 00:00:23.170 Rico Rejoso: Hey, okay.
3 00:00:23.580 ⇒ 00:00:28.539 Rico Rejoso: Saw your question, your chat, it’s in QuickBooks.
4 00:00:28.820 ⇒ 00:00:29.810 Elizah Joy: Mmm.
5 00:00:30.470 ⇒ 00:00:33.880 Rico Rejoso: I guess. You were asking for invoice, right? Invoice copy.
6 00:00:33.880 ⇒ 00:00:34.490 Elizah Joy: Yay.
7 00:00:34.820 ⇒ 00:00:40.400 Elizah Joy: I did, re-read the… Slack message that Utam said.
8 00:00:40.780 ⇒ 00:00:47.339 Elizah Joy: I think, ideally, he wants, like, a daily digest of those overdue payments.
9 00:00:47.960 ⇒ 00:00:55.790 Elizah Joy: So, I was thinking maybe it’ll be good if we connect that to Slack as well, just but… but just for the…
10 00:00:56.090 ⇒ 00:00:57.759 Elizah Joy: finance channel.
11 00:01:00.680 ⇒ 00:01:04.140 Rico Rejoso: Yeah, no.
12 00:01:07.980 ⇒ 00:01:10.629 Rico Rejoso: Let me just look for it…
13 00:01:15.560 ⇒ 00:01:16.239 Rico Rejoso: Is that okay?
14 00:01:20.620 ⇒ 00:01:22.270 Rico Rejoso: Okay, QuickBooks, yeah.
15 00:01:22.610 ⇒ 00:01:25.109 Rico Rejoso: Let me… Look into it again.
16 00:01:26.430 ⇒ 00:01:28.560 Rico Rejoso: He mentioned daily interest, right?
17 00:01:29.470 ⇒ 00:01:30.880 Elizah Joy: Yeah.
18 00:01:30.880 ⇒ 00:01:33.189 Rico Rejoso: So, do we need to provide a daily…
19 00:01:33.760 ⇒ 00:01:43.839 Elizah Joy: I think not… not ideally a daily digest… Daily Slack message, but just whenever we’re near those…
20 00:01:43.950 ⇒ 00:01:54.600 Elizah Joy: Because there’s, what we can do, I was thinking we can do an automation whenever it, detects any, like, range, for example, like, within the range that we set earlier, like.
21 00:01:54.910 ⇒ 00:02:01.550 Elizah Joy: within… for example, it’s on the 12th, 15th, and 18th, right? So during those range?
22 00:02:01.720 ⇒ 00:02:12.839 Elizah Joy: It’ll send those daily digests, if applicable, to the, finance channel, if that makes sense. But if there’s none, nothing will be sent over.
23 00:02:17.320 ⇒ 00:02:21.729 Rico Rejoso: Okay, so yeah, I tried to open it, I haven’t opened this one in a while.
24 00:02:22.500 ⇒ 00:02:26.219 Rico Rejoso: And I can’t seem to open it.
25 00:02:27.640 ⇒ 00:02:31.730 Rico Rejoso: I think I lost access with this, or they have removed me.
26 00:02:32.350 ⇒ 00:02:33.070 Rico Rejoso: books.
27 00:02:33.070 ⇒ 00:02:39.729 Elizah Joy: Okay, okay, let’s see, I think that’s fine for now. I’ll just set up the…
28 00:02:39.830 ⇒ 00:02:44.469 Elizah Joy: Slack messages as it is, so I’ll just keep the 18th.
29 00:02:44.920 ⇒ 00:02:49.799 Elizah Joy: Just a reminder for now, by the 12th and 15th, it’ll be…
30 00:02:50.480 ⇒ 00:02:53.379 Elizah Joy: like that already. It’s just the 18th.
31 00:02:54.030 ⇒ 00:02:59.250 Elizah Joy: Would need to be changed with that daily digest of over-deplying payments.
32 00:03:00.740 ⇒ 00:03:04.210 Rico Rejoso: Okay, so yeah, after 15, it’s gonna be daily, right?
33 00:03:04.390 ⇒ 00:03:13.450 Elizah Joy: Yeah, yeah, it’s gonna be daily, because by then, if we still have, like, overdue invoices, the, the finance team should follow up on that.
34 00:03:14.750 ⇒ 00:03:16.010 Rico Rejoso: Okay, yeah.
35 00:03:16.440 ⇒ 00:03:18.509 Rico Rejoso: Let’s look at it…
36 00:03:39.240 ⇒ 00:03:43.870 Rico Rejoso: Okay, yeah, you can do that through Zapier. Oh, we don’t have Zapier.
37 00:03:45.740 ⇒ 00:03:47.210 Rico Rejoso: Do we still have paper?
38 00:03:47.680 ⇒ 00:03:53.510 Elizah Joy: We don’t have Zapier, the… I just think there are still a few…
39 00:03:55.470 ⇒ 00:04:00.560 Elizah Joy: automation there, but they’re not running at the moment, because we don’t have Zapier anymore.
40 00:04:00.740 ⇒ 00:04:04.959 Rico Rejoso: Okay, so this finance bot here, the BringForge Finance Bot…
41 00:04:06.430 ⇒ 00:04:09.369 Rico Rejoso: It says here that it’s through Zapier.
42 00:04:09.900 ⇒ 00:04:10.410 Elizah Joy: Mmm…
43 00:04:13.430 ⇒ 00:04:15.199 Rico Rejoso: I was hoping we can use that as well.
44 00:04:15.760 ⇒ 00:04:16.960 Rico Rejoso: I think…
45 00:04:17.140 ⇒ 00:04:21.789 Elizah Joy: Yeah, even if with Zapier, the thing is we can set up
46 00:04:22.100 ⇒ 00:04:26.459 Elizah Joy: like, for example, we’re on a free plan, right? We can still set up those.
47 00:04:26.760 ⇒ 00:04:27.740 Rico Rejoso: Automate?
48 00:04:27.740 ⇒ 00:04:36.310 Elizah Joy: Even if we’re… we don’t have the paid version. I think it’s just, it’s just that we’re limited to, like, 3 automation per account.
49 00:04:36.660 ⇒ 00:04:38.070 Elizah Joy: in Zapier.
50 00:04:38.650 ⇒ 00:04:40.739 Rico Rejoso: Okay, how many jobs do you have right now?
51 00:04:42.190 ⇒ 00:04:52.959 Elizah Joy: Mmm… Before, there wasn’t… Let me just… we don’t have anything in there for the operations.
52 00:04:53.570 ⇒ 00:04:54.130 Rico Rejoso: Okay.
53 00:04:54.470 ⇒ 00:04:59.599 Rico Rejoso: Well, since we’re not paying for it and we still have it, maybe we can create one using this.
54 00:05:00.440 ⇒ 00:05:01.586 Elizah Joy: Okay.
55 00:05:03.220 ⇒ 00:05:04.919 Rico Rejoso: Let me know if you need help on this.
56 00:05:05.130 ⇒ 00:05:09.099 Rico Rejoso: Well, I think you’re more good in using Zeeper than I am.
57 00:05:09.570 ⇒ 00:05:16.599 Elizah Joy: Yeah, I’ll reach out to you if I do need help on that. So yeah, I think I’ll just utilize that one. So…
58 00:05:17.440 ⇒ 00:05:32.280 Elizah Joy: for… I think what’ll happen is that on the 12th and the 15th, it’ll be a Slack reminder, so we’ll do that in Slack, but on the 18th… I mean, once the invoices are overdue, it’ll be… those will be on Zapier.
59 00:05:32.570 ⇒ 00:05:38.839 Rico Rejoso: Okay, yeah. So, just… So let’s set up the Slack reminder for now.
60 00:05:38.840 ⇒ 00:05:39.730 Elizah Joy: Yeah.
61 00:05:39.730 ⇒ 00:05:44.189 Rico Rejoso: moving to Zap. Do you… can you… can you squeeze it in for today?
62 00:05:44.410 ⇒ 00:05:45.890 Elizah Joy: Yep, yep, sure.
63 00:05:46.540 ⇒ 00:05:47.300 Rico Rejoso: Okay, good.
64 00:05:47.930 ⇒ 00:05:59.129 Elizah Joy: Okay, so… ops planning. I did start it setting up the… our slides for next week on that.
65 00:05:59.870 ⇒ 00:06:03.760 Rico Rejoso: Okay, can you share your screen with the slides? I want to discuss what are…
66 00:06:04.240 ⇒ 00:06:08.180 Rico Rejoso: There should be, like, recurring, updates there, right?
67 00:06:09.180 ⇒ 00:06:20.420 Elizah Joy: I did, yeah, this one. I still haven’t edited the previous ones, but I started filling in this. So, recurings will be renewals.
68 00:06:20.800 ⇒ 00:06:27.060 Elizah Joy: Would we be still doing this one, now that, especially on Monday, we’re gonna be having Taylor, right?
69 00:06:27.060 ⇒ 00:06:37.130 Rico Rejoso: Yeah, we’re still overseeing the recruitment, our recruitment, although Kayla would be leading that. I’m gonna… well, I mean, we’re still gonna oversee what she’s doing in regards to that.
70 00:06:38.850 ⇒ 00:06:41.759 Rico Rejoso: See ya. This request got true, yeah.
71 00:06:41.760 ⇒ 00:06:49.219 Elizah Joy: This one will do it as a recurring. Donut app would be bi-weekly.
72 00:06:49.430 ⇒ 00:06:54.260 Elizah Joy: So, yeah, but for next week, we don’t… we won’t have any stats yet.
73 00:06:54.680 ⇒ 00:06:57.860 Elizah Joy: Yeah, we’ll do that as a recurring as well.
74 00:06:59.780 ⇒ 00:07:00.330 Rico Rejoso: Crap.
75 00:07:00.770 ⇒ 00:07:03.149 Elizah Joy: I don’t think we need this.
76 00:07:04.270 ⇒ 00:07:08.270 Rico Rejoso: We really haven’t got that… working since…
77 00:07:08.770 ⇒ 00:07:11.059 Rico Rejoso: the body program. We need more.
78 00:07:11.370 ⇒ 00:07:14.240 Elizah Joy: Yeah, let’s remove this one.
79 00:07:14.680 ⇒ 00:07:20.509 Elizah Joy: At the moment. Yeah, I think these would be the most recurring one.
80 00:07:20.880 ⇒ 00:07:27.550 Elizah Joy: Then Gantt chart, let’s keep it there before we proceed with… Our priorities.
81 00:07:27.690 ⇒ 00:07:29.590 Elizah Joy: But for next week…
82 00:07:33.200 ⇒ 00:07:33.940 Rico Rejoso: Okay.
83 00:07:36.780 ⇒ 00:07:38.930 Rico Rejoso: Out, operating, yeah.
84 00:07:39.310 ⇒ 00:07:44.299 Rico Rejoso: We’re gonna keep that. We’re gonna reroute the operating until everyone
85 00:07:44.990 ⇒ 00:07:55.690 Rico Rejoso: uploaded everything, or let’s say, have allocated hours for team members in operating. Finance, I think we’re set up with finance for a bit of that, let’s just remove that.
86 00:07:56.040 ⇒ 00:08:05.550 Rico Rejoso: further follow up with the finance, if in case the automation didn’t work, or let’s say you haven’t finalized that. Hopefully, we can get it done today, so we can provide the update
87 00:08:05.700 ⇒ 00:08:07.719 Rico Rejoso: by Monday as well, yeah.
88 00:08:08.000 ⇒ 00:08:13.129 Elizah Joy: Yeah, I can set that up today, so what I can set up today is the reminder for the
89 00:08:13.410 ⇒ 00:08:18.459 Elizah Joy: 12th and the 15th. So, just a quick question on that.
90 00:08:18.980 ⇒ 00:08:21.400 Rico Rejoso: Since we’re already on the… on…
91 00:08:21.400 ⇒ 00:08:28.120 Elizah Joy: the 21st of February. The first reminder would be… on the… on March 12th.
92 00:08:29.260 ⇒ 00:08:30.619 Rico Rejoso: Yeah, hell yeah.
93 00:08:30.910 ⇒ 00:08:32.419 Elizah Joy: Is… is that okay?
94 00:08:33.010 ⇒ 00:08:38.139 Rico Rejoso: Yeah, I guess… We have clients that are pla- that are paying…
95 00:08:38.380 ⇒ 00:08:42.490 Rico Rejoso: On a bi-weekly or 15… semi-monthly basis.
96 00:08:43.030 ⇒ 00:08:47.939 Rico Rejoso: So, I think we have to consider that, so I think the bot would come in handy for that.
97 00:08:49.460 ⇒ 00:08:50.550 Elizah Joy: Those are, like.
98 00:08:50.680 ⇒ 00:08:54.760 Rico Rejoso: 15… Let’s see…
99 00:08:57.060 ⇒ 00:09:05.669 Elizah Joy: Do we have, like, as I was thinking, like, do we have… What was I gonna say?
100 00:09:06.540 ⇒ 00:09:18.769 Elizah Joy: like, is the standard date for client invoices, like, do the same every month? Or it depends? Because, yeah, we do have the 15, right? But I’m not sure…
101 00:09:19.000 ⇒ 00:09:26.770 Elizah Joy: I’m not clear if… Finance team manages all those invoices all in one go, or is it…
102 00:09:26.890 ⇒ 00:09:29.500 Elizah Joy: It depends on per client.
103 00:09:30.590 ⇒ 00:09:35.560 Rico Rejoso: Well, there’s just two options. It’s either they pay us monthly.
104 00:09:36.000 ⇒ 00:09:41.649 Rico Rejoso: Oh, I mean, 3, perhaps, yeah. They pay us monthly, they pay us bi-weekly, or semi-monthly.
105 00:09:42.240 ⇒ 00:09:42.680 Elizah Joy: Excuse me.
106 00:09:43.280 ⇒ 00:09:47.640 Rico Rejoso: Or the other one, which, which clients pay us.
107 00:09:49.590 ⇒ 00:09:56.039 Rico Rejoso: Depending on the sprint that we accomplish, or the milestone… milestone-based or sprint-based.
108 00:09:56.470 ⇒ 00:09:58.630 Rico Rejoso: Those are, like, custom payments.
109 00:09:58.800 ⇒ 00:09:59.810 Elizah Joy: Mmm, yeah.
110 00:09:59.810 ⇒ 00:10:01.340 Rico Rejoso: The custom payment option.
111 00:10:01.750 ⇒ 00:10:03.890 Elizah Joy: Those are the options that we have.
112 00:10:03.890 ⇒ 00:10:09.729 Rico Rejoso: But yeah, I think the count of the days, or the, you know, the terms.
113 00:10:09.890 ⇒ 00:10:13.190 Rico Rejoso: would start when the invoice is sent. So let’s say…
114 00:10:13.920 ⇒ 00:10:20.910 Rico Rejoso: We’re collating the hours by the first of the month. Second, third is where we send out the invoice for clients.
115 00:10:21.590 ⇒ 00:10:34.020 Rico Rejoso: versus it takes up to 5th or 6th of the month, depending on the days, or the hours, or the confirmation that the hours are… have been updated in Coctify, but the count starts
116 00:10:34.640 ⇒ 00:10:36.390 Rico Rejoso: After the invoice is sent.
117 00:10:36.830 ⇒ 00:10:37.640 Elizah Joy: Mmm…
118 00:10:37.640 ⇒ 00:10:40.240 Rico Rejoso: Automation would definitely play a big role.
119 00:10:41.150 ⇒ 00:10:45.799 Elizah Joy: Yeah, okay, yeah, okay, so yeah, let’s keep, I’ll keep those dates in 12th.
120 00:10:45.800 ⇒ 00:10:51.399 Rico Rejoso: Don’t do the, Slack bot messages just yet, or Slack reminder yet.
121 00:10:51.730 ⇒ 00:10:52.110 Elizah Joy: soon.
122 00:10:52.110 ⇒ 00:10:55.230 Rico Rejoso: Let’s try to focus on getting that automation out.
123 00:10:55.350 ⇒ 00:11:02.600 Rico Rejoso: Because I think that would be more preferable, rather than sending out random 15… 15th on the 12th message.
124 00:11:04.170 ⇒ 00:11:04.620 Elizah Joy: It is.
125 00:11:04.620 ⇒ 00:11:05.230 Rico Rejoso: What do you think?
126 00:11:06.450 ⇒ 00:11:10.100 Elizah Joy: Okay, so, I’ll start with the Zapier one.
127 00:11:10.100 ⇒ 00:11:14.260 Rico Rejoso: Yeah, yeah, start with that. If in case, you know, we…
128 00:11:14.430 ⇒ 00:11:19.859 Rico Rejoso: let’s say we can’t get that going. Let’s just think of an alternative, like the Slack message reminder.
129 00:11:20.310 ⇒ 00:11:22.480 Rico Rejoso: Which would be our last resort.
130 00:11:24.100 ⇒ 00:11:27.809 Rico Rejoso: request assistance from our team, or maybe I can take a look at it.
131 00:11:28.210 ⇒ 00:11:35.200 Elizah Joy: Okay, okay. I think, before, there was an automation that I was seeing before, I think. I think it’s super.
132 00:11:35.890 ⇒ 00:11:36.650 Rico Rejoso: ends up…
133 00:11:36.990 ⇒ 00:11:43.379 Elizah Joy: Yeah, I do think that I saw something like that before, and then Uman asked to close that out, because it’s not…
134 00:11:43.660 ⇒ 00:11:45.049 Elizah Joy: God, they’re in between.
135 00:11:45.050 ⇒ 00:11:49.130 Rico Rejoso: Yeah, I set that out, but it’s based off… a spreadsheet.
136 00:11:49.130 ⇒ 00:11:52.030 Elizah Joy: That spreadsheet was not… or…
137 00:11:52.360 ⇒ 00:12:04.260 Rico Rejoso: the finance team were not updating the spreadsheet, or I… I mean, I basically don’t update that since I don’t know when the invoice were sent out, but the spreadsheet wasn’t updated, so it’s not, you know, reflecting the right
138 00:12:04.990 ⇒ 00:12:08.050 Rico Rejoso: right, right time.
139 00:12:08.940 ⇒ 00:12:13.379 Rico Rejoso: to send out those, reminders. So I think, basing it off.
140 00:12:13.570 ⇒ 00:12:24.619 Rico Rejoso: I don’t know if QuickBooks had an automation or workflow already set up on their system. If not, we can try to integrate it with Zapier, or with other automation tools that we have to help set that up.
141 00:12:25.330 ⇒ 00:12:30.410 Rico Rejoso: Right? So I think that would be better, because the figure would be once the invoice is sent.
142 00:12:30.910 ⇒ 00:12:31.300 Elizah Joy: Yeah.
143 00:12:31.300 ⇒ 00:12:32.800 Rico Rejoso: Delay it 15 days.
144 00:12:33.630 ⇒ 00:12:38.350 Rico Rejoso: 15 days, 12 days, 18 days, or 15 days, then make it daily afterwards.
145 00:12:38.350 ⇒ 00:12:42.810 Elizah Joy: Okay, so I’ll edit this one here.
146 00:12:48.340 ⇒ 00:12:49.060 Elizah Joy: accounts.
147 00:12:49.060 ⇒ 00:12:50.800 Rico Rejoso: Say, invoice automation.
148 00:12:50.940 ⇒ 00:12:51.550 Elizah Joy: Okay.
149 00:12:52.650 ⇒ 00:12:54.470 Rico Rejoso: Invoice reminder automation, yeah.
150 00:12:58.820 ⇒ 00:13:01.299 Rico Rejoso: Okay, so let’s discuss what we have
151 00:13:02.520 ⇒ 00:13:10.629 Rico Rejoso: As part of the operating, or let’s say, operating weekly meeting, let’s discuss or let’s share what we have done for the past 5 days.
152 00:13:11.960 ⇒ 00:13:12.840 Rico Rejoso: Yes.
153 00:13:13.600 ⇒ 00:13:18.999 Rico Rejoso: Let’s see… I’m trying to collate it, one sec.
154 00:13:24.140 ⇒ 00:13:34.009 Rico Rejoso: Okay, recruitment handoff… Dry run of operating.
155 00:13:37.450 ⇒ 00:13:39.310 Rico Rejoso: Let me… let me try to route it up.
156 00:13:43.000 ⇒ 00:13:46.999 Rico Rejoso: operating… let’s say it’s a dry run, since we didn’t really get anything.
157 00:13:47.620 ⇒ 00:13:48.500 Rico Rejoso: Covish.
158 00:13:50.040 ⇒ 00:13:55.790 Rico Rejoso: Rayrun, Less…
159 00:13:59.080 ⇒ 00:13:59.820 Rico Rejoso: Yay.
160 00:14:04.060 ⇒ 00:14:05.180 Rico Rejoso: Tuesday.
161 00:14:07.450 ⇒ 00:14:17.649 Rico Rejoso: Okay, let’s say finance process map… Then we have the… the liberty… Processing now.
162 00:14:18.160 ⇒ 00:14:20.229 Rico Rejoso: Which is still ongoing, right?
163 00:14:20.990 ⇒ 00:14:22.330 Elizah Joy: Yeah.
164 00:14:22.330 ⇒ 00:14:23.450 Rico Rejoso: separated.
165 00:14:23.960 ⇒ 00:14:30.469 Elizah Joy: I think, some of them… because, for example, Sam and Awash, they’re out of office today, right? So…
166 00:14:30.470 ⇒ 00:14:30.970 Rico Rejoso: Yep.
167 00:14:31.340 ⇒ 00:14:35.670 Elizah Joy: Sam and Awash, they’re out of office today, so…
168 00:14:35.910 ⇒ 00:14:39.760 Elizah Joy: Oh, yeah, there is… wait, let me just check. We did…
169 00:14:40.730 ⇒ 00:14:45.079 Rico Rejoso: I wish out of office, I didn’t receive any… Wait, let me try.
170 00:14:45.670 ⇒ 00:14:51.870 Elizah Joy: I… I think… or… or our ways is just not… did not come to the Brain Forge.
171 00:14:52.070 ⇒ 00:14:53.450 Elizah Joy: company meeting.
172 00:14:54.370 ⇒ 00:14:56.929 Rico Rejoso: Yeah, I think he’s on a client meeting.
173 00:14:56.930 ⇒ 00:14:57.820 Elizah Joy: Oh…
174 00:14:57.970 ⇒ 00:14:58.360 Rico Rejoso: Yeah.
175 00:14:58.360 ⇒ 00:15:00.470 Elizah Joy: I think just, Sam.
176 00:15:00.970 ⇒ 00:15:03.540 Elizah Joy: Sam is out of office, or on…
177 00:15:03.540 ⇒ 00:15:08.339 Rico Rejoso: one thing, that’s why I mentioned that The out-of-office form.
178 00:15:08.820 ⇒ 00:15:15.409 Rico Rejoso: I didn’t get any, you know, out-of-office requests. We don’t really deny.
179 00:15:15.790 ⇒ 00:15:24.339 Rico Rejoso: Yeah, or approve or deny any requests, as long as they provided it. But if they didn’t provide anything, and they’re out of office, like, for 2 days straight already.
180 00:15:24.440 ⇒ 00:15:27.049 Rico Rejoso: I think that’s getting out of whack, so we need to escalate that.
181 00:15:27.210 ⇒ 00:15:30.109 Rico Rejoso: So I, yeah, I created the escalation process for that.
182 00:15:30.230 ⇒ 00:15:37.860 Rico Rejoso: It’s a general one, since, you know, we’re not… they’re not really employees. Rather, we are independent contractors, right?
183 00:15:38.010 ⇒ 00:15:43.599 Rico Rejoso: So, the contract and bound of the company is really limited when it comes to it, so I think it’s just…
184 00:15:44.020 ⇒ 00:15:50.269 Rico Rejoso: Bruce… I’m just giving you a heads up on what the document has. First, it’s just, you know.
185 00:15:50.730 ⇒ 00:15:55.980 Rico Rejoso: Casual or informal messages reminding them about the policy that we have for out of office.
186 00:15:56.120 ⇒ 00:16:03.449 Rico Rejoso: Second will be, like, a written one. There would be, stakeholder decision.
187 00:16:04.090 ⇒ 00:16:04.690 Elizah Joy: Mmm…
188 00:16:06.370 ⇒ 00:16:14.949 Elizah Joy: Okay, yeah, because actually, in our policy before, right, we asked them to submit those as well, like, 2 weeks before.
189 00:16:14.950 ⇒ 00:16:22.190 Rico Rejoso: Two weeks prior, yeah. And I was, like, looking at the operating manual, and what we have. Right now, what we have is to… how to…
190 00:16:22.630 ⇒ 00:16:27.670 Rico Rejoso: Said… Out-of-office requests and the out-of-office coverage plan, right?
191 00:16:27.880 ⇒ 00:16:36.500 Rico Rejoso: We have to create a team-facing document. No worries, I’ll create that, okay? Because I’m already working on the SLA. I’ll have you focus on the finance automation.
192 00:16:36.800 ⇒ 00:16:37.440 Elizah Joy: Okay.
193 00:16:37.440 ⇒ 00:16:41.579 Rico Rejoso: I’ll just create a team-facing one, and I’ll add it to the people and culture.
194 00:16:41.710 ⇒ 00:16:44.889 Rico Rejoso: And I’ll… we’ll probably have to share it again by next week.
195 00:16:46.190 ⇒ 00:16:54.739 Rico Rejoso: Oh, by the way, can you… can you… I know this is a quick one, just like what Shasha did with the new team members. Can we get a template of that?
196 00:16:56.680 ⇒ 00:17:00.500 Elizah Joy: Sorry, which one? The, like, welcoming new team members?
197 00:17:00.500 ⇒ 00:17:04.690 Rico Rejoso: Okay, welcoming. Let’s set up a, scheduled message by Monday.
198 00:17:05.179 ⇒ 00:17:05.729 Elizah Joy: Okay.
199 00:17:06.050 ⇒ 00:17:06.930 Rico Rejoso: For Kayla.
200 00:17:08.109 ⇒ 00:17:09.039 Elizah Joy: Okay.
201 00:17:11.079 ⇒ 00:17:14.369 Rico Rejoso: I mean, if you don’t… if you don’t have time to do that, I can do it.
202 00:17:14.549 ⇒ 00:17:15.989 Elizah Joy: Yeah, I can do it.
203 00:17:16.409 ⇒ 00:17:20.189 Elizah Joy: So then I’ll take that a few updates…
204 00:17:24.339 ⇒ 00:17:29.939 Elizah Joy: In regards to the, out of office, since you’re talking about it, like.
205 00:17:30.569 ⇒ 00:17:38.119 Elizah Joy: Correct me if I’m wrong, or maybe if I just did not see that in Notion, how about for, like.
206 00:17:38.359 ⇒ 00:17:41.209 Elizah Joy: For example, our team members are sick, right?
207 00:17:41.349 ⇒ 00:17:44.449 Elizah Joy: Because, Do we have, like, a…
208 00:17:44.989 ⇒ 00:17:56.939 Elizah Joy: standard process for that. What I’m just seeing right now is that, for example, team members would send, like, a message in Slack that, there’s, like, they’re sick.
209 00:17:57.469 ⇒ 00:18:01.799 Elizah Joy: And then… Do we have a process, standardized process for that?
210 00:18:03.460 ⇒ 00:18:14.889 Rico Rejoso: Great point. Let’s discuss that. What would be, like, the ideal? Do we have… would we have them sent through a form, or let’s just have them message on GrainForge team?
211 00:18:16.170 ⇒ 00:18:17.569 Rico Rejoso: What do you think would be the best?
212 00:18:17.730 ⇒ 00:18:18.849 Rico Rejoso: Best of luck.
213 00:18:19.310 ⇒ 00:18:25.680 Elizah Joy: I think… Yeah, just having a… I think just a brain for a team would be… Fine.
214 00:18:26.850 ⇒ 00:18:28.160 Rico Rejoso: Or a linear ask.
215 00:18:33.340 ⇒ 00:18:34.120 Elizah Joy: Well…
216 00:18:35.160 ⇒ 00:18:44.450 Elizah Joy: from an operation standpoint, linear asks, I think, would be better, because we have that in, document… so we’ll have that in our documentation as well.
217 00:18:44.940 ⇒ 00:18:56.139 Elizah Joy: the only thing that I’m thinking is, for example, if a team member is sick, right? And then… as long as it, as we… as long as we keep the form as simple as possible, and we don’t…
218 00:18:57.360 ⇒ 00:18:57.910 Rico Rejoso: Hmm.
219 00:18:58.180 ⇒ 00:19:06.210 Elizah Joy: make them too much, like, so there’s… we won’t give them too much resistance on not, like, filling up the form. I think that’ll be okay.
220 00:19:06.670 ⇒ 00:19:07.360 Rico Rejoso: Yep.
221 00:19:07.680 ⇒ 00:19:12.779 Rico Rejoso: I mean, I think we just have to have them put in their name there.
222 00:19:14.170 ⇒ 00:19:15.060 Elizah Joy: Right?
223 00:19:15.060 ⇒ 00:19:16.190 Rico Rejoso: sick form.
224 00:19:16.390 ⇒ 00:19:21.159 Rico Rejoso: We could come up with that on Linear S. Yeah, let’s add that. Good point, good point.
225 00:19:21.660 ⇒ 00:19:22.160 Elizah Joy: Thank you.
226 00:19:22.160 ⇒ 00:19:23.779 Rico Rejoso: I can add that on Linear S.
227 00:19:23.940 ⇒ 00:19:30.970 Elizah Joy: Yeah, because I… I also did this, because I was… when I was sick Monday, I was trying to look for
228 00:19:31.510 ⇒ 00:19:37.010 Elizah Joy: a form or a process that we do, but I’ve been seeing our team members sending Slack messages, so…
229 00:19:37.270 ⇒ 00:19:39.040 Elizah Joy: That’s what I did.
230 00:19:39.640 ⇒ 00:19:46.089 Rico Rejoso: Would we also ask them for them to update their status on Slack? I know we have, like, a Slack etiquette message, right?
231 00:19:46.820 ⇒ 00:19:50.989 Elizah Joy: Yeah, let’s ask them, and then if they have any…
232 00:19:51.270 ⇒ 00:20:04.429 Elizah Joy: let’s give them, like, let’s give them the form and then send over the things that they need. For example, if they have, like, any critical tasks for that day, to send that over to their respective, channels. For example, their…
233 00:20:04.540 ⇒ 00:20:10.470 Elizah Joy: a CSO or an SL, or… Whichever department they’re in.
234 00:20:11.070 ⇒ 00:20:16.229 Elizah Joy: So that they… they have a proper handoff of their tasks for that day.
235 00:20:17.090 ⇒ 00:20:24.649 Elizah Joy: I think that’s also needed, but it does not necessarily need to be in linear asks, like those tasks.
236 00:20:25.130 ⇒ 00:20:29.019 Rico Rejoso: You should… Just put there a reminder that make sure to…
237 00:20:29.150 ⇒ 00:20:35.679 Rico Rejoso: Update your department team members or department managers that you’re out of office, something like that.
238 00:20:35.930 ⇒ 00:20:36.720 Elizah Joy: Yeah, yeah.
239 00:20:37.530 ⇒ 00:20:38.620 Rico Rejoso: Okay, great.
240 00:20:40.110 ⇒ 00:20:43.429 Elizah Joy: So, this needs SOP for that.
241 00:20:43.780 ⇒ 00:20:49.090 Rico Rejoso: By the way, I mean, this GTM Mercedes team are asking.
242 00:20:49.380 ⇒ 00:20:51.839 Rico Rejoso: They have way too much linear team already.
243 00:20:53.730 ⇒ 00:20:56.110 Rico Rejoso: So they want to clarify how should we go with that.
244 00:20:57.750 ⇒ 00:21:06.670 Rico Rejoso: They’re not utilizing the GTM team that… or linear team that you… that Sheshu created, and they were asking if, you know…
245 00:21:06.820 ⇒ 00:21:18.830 Rico Rejoso: It’s not a high priority thing, but if they kept on adding tickets on GTM or on sales the other way around, we will just be continuing to, you know, move them from one thing to another.
246 00:21:19.500 ⇒ 00:21:20.420 Elizah Joy: Yeah, I thought.
247 00:21:20.420 ⇒ 00:21:24.969 Rico Rejoso: analyze if we’re gonna use that one or not. If not, let’s delete it, let’s move back on the tickets.
248 00:21:25.580 ⇒ 00:21:28.100 Rico Rejoso: What is the initial plan that Shashwood has for this? I don’t really know.
249 00:21:28.100 ⇒ 00:21:45.399 Elizah Joy: Initially, yeah, he wants, like, 3 separate boards for each, right? So one for, sales, one for marketing, which also covers design, and one for GDM. So those 3 boards that I do, when I was setting it up, right, I do think
250 00:21:45.400 ⇒ 00:21:50.560 Elizah Joy: Like, having to keep up with 3… boards?
251 00:21:51.260 ⇒ 00:21:55.109 Elizah Joy: For linear, I think it can be too much, as well.
252 00:21:56.340 ⇒ 00:22:03.460 Rico Rejoso: First thing is, what’s the use case for those? Sales is for sales, marketing is for design, content, we still have content, right?
253 00:22:03.700 ⇒ 00:22:08.800 Rico Rejoso: So, GTM, what’s GTM? How is GTM different from sales?
254 00:22:09.080 ⇒ 00:22:13.019 Elizah Joy: Yeah, let me show this one to you.
255 00:22:13.210 ⇒ 00:22:14.329 Rico Rejoso: Okay, yeah, thank you, please.
256 00:22:14.330 ⇒ 00:22:24.149 Elizah Joy: Because I was… speaking with… I think this is easier. I was speaking with Hannah earlier.
257 00:22:24.360 ⇒ 00:22:26.390 Elizah Joy: Like, the spreadsheet that…
258 00:22:26.840 ⇒ 00:22:37.220 Elizah Joy: Sheshu originally created. Some of those tasks are, like, some of them are not active tasks anymore, so I’m not sure if…
259 00:22:38.300 ⇒ 00:22:41.469 Elizah Joy: like… Because a lot of these are GDPM.
260 00:22:41.960 ⇒ 00:22:50.689 Elizah Joy: This is a spreadsheet that we’re working on, right? And a lot of these are not active tasks anymore. Not sure how…
261 00:22:53.310 ⇒ 00:22:56.439 Rico Rejoso: What do you mean by not active? I see most of them are in progress.
262 00:22:56.610 ⇒ 00:23:06.279 Elizah Joy: Oh, yeah, because this was in last, this was from last week, right? And then… a lot of these are… some of these are completed already.
263 00:23:06.460 ⇒ 00:23:08.770 Rico Rejoso: Why do we have to move sales to GTM?
264 00:23:09.020 ⇒ 00:23:10.540 Elizah Joy: That…
265 00:23:10.540 ⇒ 00:23:14.099 Rico Rejoso: What would… I mean, what would you have for sales, then?
266 00:23:14.680 ⇒ 00:23:31.879 Elizah Joy: Mmm, yeah, that’s what I was also, unclear of with, this one before, right? So, I just got the memo from Mseshu before that we’ll be separating the board, and he also… he sent that in Slack, in our, the group that we have, like, the three of us.
267 00:23:31.900 ⇒ 00:23:35.539 Elizah Joy: Like, we’ll create separate linear boards for each.
268 00:23:35.800 ⇒ 00:23:39.720 Elizah Joy: No, I did not necessarily got the context.
269 00:23:40.000 ⇒ 00:23:45.590 Elizah Joy: for that, but I did take on that task to, update this.
270 00:23:46.880 ⇒ 00:23:51.789 Elizah Joy: I think… Let me just read back through.
271 00:23:53.260 ⇒ 00:23:57.539 Rico Rejoso: Okay, I’m planning on consolidating those, because…
272 00:23:57.920 ⇒ 00:24:00.399 Rico Rejoso: There’s no difference between GTM and Souls.
273 00:24:00.840 ⇒ 00:24:01.430 Elizah Joy: I…
274 00:24:01.430 ⇒ 00:24:04.649 Rico Rejoso: We’ll receive a mouthful from Robert.
275 00:24:06.650 ⇒ 00:24:10.579 Rico Rejoso: You know, if he asks… or if he got confused about
276 00:24:11.350 ⇒ 00:24:15.500 Rico Rejoso: Wait, let me check that. And then on my, it’s not been a result.
277 00:24:16.740 ⇒ 00:24:26.259 Elizah Joy: this one, just… yeah, because I wasn’t, initially, he was the one managing or spearheading this.
278 00:24:26.540 ⇒ 00:24:31.040 Elizah Joy: thing with this project, with the GDM team.
279 00:24:31.690 ⇒ 00:24:35.190 Elizah Joy: And then he just looped us in, right?
280 00:24:35.470 ⇒ 00:24:42.230 Elizah Joy: Because he needs help with organizing the… board.
281 00:24:44.160 ⇒ 00:24:46.290 Elizah Joy: Process mapping…
282 00:24:48.870 ⇒ 00:24:50.040 Rico Rejoso: Okay, yeah.
283 00:24:52.880 ⇒ 00:24:56.599 Elizah Joy: But honestly, like, if I’m gonna sing of it, like.
284 00:24:57.180 ⇒ 00:25:00.340 Elizah Joy: Based on the current linear boards that we have…
285 00:25:00.700 ⇒ 00:25:05.770 Elizah Joy: I’m just trying to find the message that he sent over. He did…
286 00:25:06.270 ⇒ 00:25:11.440 Elizah Joy: Send over his conversation with… okay, this one.
287 00:25:11.850 ⇒ 00:25:16.170 Elizah Joy: Oh, so he says that he was splitting the sales board to 3.
288 00:25:17.880 ⇒ 00:25:18.920 Elizah Joy: Labeled.
289 00:25:19.580 ⇒ 00:25:21.500 Elizah Joy: This is the…
290 00:25:23.480 ⇒ 00:25:27.690 Rico Rejoso: Was it… no, no, I… can you… can you… The message that Shashu sent.
291 00:25:28.990 ⇒ 00:25:34.300 Elizah Joy: Okay, wait a minute, so… Okay, this one.
292 00:25:34.520 ⇒ 00:25:36.640 Rico Rejoso: A woman doesn’t ignore this shit.
293 00:26:09.170 ⇒ 00:26:10.200 Rico Rejoso: Okay…
294 00:26:11.400 ⇒ 00:26:12.519 Elizah Joy: Yeah, but…
295 00:26:12.750 ⇒ 00:26:14.420 Rico Rejoso: With not much context.
296 00:26:17.210 ⇒ 00:26:20.010 Rico Rejoso: Sales and GTM are just the same.
297 00:26:20.200 ⇒ 00:26:24.639 Elizah Joy: Yeah, also, Udom was asking, in this thread before.
298 00:26:25.560 ⇒ 00:26:26.280 Rico Rejoso: Thank you.
299 00:26:26.280 ⇒ 00:26:27.510 Elizah Joy: use case.
300 00:26:29.180 ⇒ 00:26:31.980 Elizah Joy: For each, like, sales versus the…
301 00:26:33.080 ⇒ 00:26:38.560 Rico Rejoso: That’s what I’m… that’s what I’m thinking. There… we’re just making things a lot…
302 00:26:39.130 ⇒ 00:26:40.120 Elizah Joy: Complicated.
303 00:26:40.130 ⇒ 00:26:43.660 Rico Rejoso: Yeah, uncomplicated. I mean, we shouldn’t be doing that.
304 00:26:44.180 ⇒ 00:26:47.220 Elizah Joy: This is the context on that.
305 00:26:48.020 ⇒ 00:27:02.010 Elizah Joy: So, at the, during this conversation, they already have the content, sales, and marketing, right? So, from my understanding, since we are gonna split sales, we’ve split sales into three. There’s gonna be now content.
306 00:27:02.430 ⇒ 00:27:04.760 Elizah Joy: Marketing GDM.
307 00:27:06.830 ⇒ 00:27:08.809 Rico Rejoso: Yes, I find beats.
308 00:27:12.930 ⇒ 00:27:16.970 Rico Rejoso: Yes, I mean, the main user of sales is Robert.
309 00:27:18.270 ⇒ 00:27:19.430 Elizah Joy: Yeah…
310 00:27:20.240 ⇒ 00:27:22.299 Rico Rejoso: Also across team coordination.
311 00:27:23.510 ⇒ 00:27:33.899 Elizah Joy: Yeah, I’m not sure, honestly, on this, I’m not sure that, Sheshi was communicating with Robert on this one. Remember, he was planning.
312 00:27:34.050 ⇒ 00:27:35.659 Rico Rejoso: Communicating with us.
313 00:27:35.920 ⇒ 00:27:36.650 Elizah Joy: Yeah.
314 00:27:36.650 ⇒ 00:27:38.300 Rico Rejoso: We are in the dark about this.
315 00:27:38.450 ⇒ 00:27:46.130 Rico Rejoso: That’s the reason I told you guys… I told you that there’s only, like, two of us here. Just communicate and plan things out as much as possible.
316 00:27:46.920 ⇒ 00:27:52.799 Rico Rejoso: So, the other one would know what to do if in case we were asked about the questions that were not… or the tasks that we’re not working on.
317 00:27:53.290 ⇒ 00:27:53.910 Elizah Joy: Yeah.
318 00:27:54.470 ⇒ 00:28:01.910 Elizah Joy: I think with this, what he… he was mainly speaking with Luke and Hannah for the sales board.
319 00:28:02.210 ⇒ 00:28:05.200 Elizah Joy: Oh, yeah.
320 00:28:07.840 ⇒ 00:28:09.710 Elizah Joy: Specifically…
321 00:28:09.900 ⇒ 00:28:12.920 Rico Rejoso: Okay, scroll it down. We mainly are using…
322 00:28:30.970 ⇒ 00:28:31.750 Rico Rejoso: Yeah.
323 00:29:04.320 ⇒ 00:29:05.330 Rico Rejoso: Hey, Dave.
324 00:29:12.250 ⇒ 00:29:15.629 Rico Rejoso: I would love to get marketing separate from Sales Regina.
325 00:29:19.360 ⇒ 00:29:29.850 Elizah Joy: Yeah, and this… Yeah, this conversation was, like, still February 12th, but it’s already the 21st.
326 00:29:30.040 ⇒ 00:29:32.979 Rico Rejoso: Sorry, I’m just doing a quick backread about this.
327 00:29:33.160 ⇒ 00:29:35.950 Elizah Joy: Yeah, true, I’m sorry. You want me to scroll back up?
328 00:29:36.170 ⇒ 00:29:37.339 Rico Rejoso: No, that’s fine, that’s fine.
329 00:29:41.570 ⇒ 00:29:42.580 Elizah Joy: So…
330 00:29:43.330 ⇒ 00:29:50.110 Elizah Joy: Yeah, when Cheshire looked me in, it’s around this conversation during, when we had the board or the spreadsheet.
331 00:29:56.410 ⇒ 00:29:57.170 Rico Rejoso: Hmm…
332 00:30:04.120 ⇒ 00:30:06.669 Rico Rejoso: What’s the difference between GTMLCs?
333 00:30:08.560 ⇒ 00:30:10.470 Elizah Joy: He did say this one.
334 00:30:10.880 ⇒ 00:30:15.590 Rico Rejoso: I mean, GTM and sales differ in a lot, in terms of terminologies.
335 00:30:15.590 ⇒ 00:30:16.090 Elizah Joy: Yeah.
336 00:30:16.090 ⇒ 00:30:19.540 Rico Rejoso: But in terms of how the team is using it, it’s just the same.
337 00:30:21.620 ⇒ 00:30:27.809 Elizah Joy: I think, from my understanding here is that we’re… they’re trying to set it up
338 00:30:27.930 ⇒ 00:30:32.100 Elizah Joy: For when that, or when…
339 00:30:32.940 ⇒ 00:30:37.270 Rico Rejoso: We add in additional team members for the GDM and the marketing.
340 00:30:37.630 ⇒ 00:30:46.530 Elizah Joy: JDM Marketing and Sales, but since, there was someone who mentioned it, I think it was Udam, that at the moment they’re only
341 00:30:46.750 ⇒ 00:30:53.019 Elizah Joy: Like, it’s the same team members for all diff… for all the boards that we have that we’re trying to…
342 00:30:54.090 ⇒ 00:30:55.180 Rico Rejoso: Yeah, that’s the point.
343 00:30:55.430 ⇒ 00:30:55.870 Elizah Joy: There’s…
344 00:30:55.870 ⇒ 00:31:00.730 Rico Rejoso: It’s just 3 of them using it, and if ever we onboard a sales coordinator.
345 00:31:02.470 ⇒ 00:31:11.340 Rico Rejoso: just be using the sales board, rather than the three of those. Content, we like to keep that separated, but there’s not much noise in content the other ways.
346 00:31:12.030 ⇒ 00:31:17.460 Rico Rejoso: It’s just for video editing, to be honest, and some of the personal tasks of Ryan.
347 00:31:17.660 ⇒ 00:31:23.309 Rico Rejoso: But Ryan is also using sales a lot, rather than content, just… aside from content, it’s doing sales.
348 00:31:26.010 ⇒ 00:31:26.570 Rico Rejoso: Okay.
349 00:31:27.490 ⇒ 00:31:32.749 Elizah Joy: Not sure, we… there wasn’t any input on Robert on this.
350 00:31:33.100 ⇒ 00:31:33.590 Rico Rejoso: Yeah.
351 00:31:33.590 ⇒ 00:31:35.690 Elizah Joy: I think he’ll have questions.
352 00:31:35.690 ⇒ 00:31:36.859 Rico Rejoso: Can you scroll it back down.
353 00:31:37.210 ⇒ 00:31:38.349 Rico Rejoso: That’s get away.
354 00:31:38.470 ⇒ 00:31:39.140 Rico Rejoso: Yep.
355 00:31:39.500 ⇒ 00:31:40.090 Elizah Joy: Here.
356 00:31:42.190 ⇒ 00:31:45.019 Rico Rejoso: I mean, what was the last message?
357 00:31:46.980 ⇒ 00:31:48.099 Rico Rejoso: It’s Wells Fargo.
358 00:31:48.950 ⇒ 00:31:50.460 Elizah Joy: Oh, this one, okay.
359 00:31:50.780 ⇒ 00:31:54.040 Rico Rejoso: Yep, I figured that in person, we could switch tickets around if…
360 00:31:56.560 ⇒ 00:31:58.920 Elizah Joy: Yeah, so this one’s the,
361 00:31:59.460 ⇒ 00:32:05.590 Elizah Joy: spreadsheet that, we’re already working on. This is… That one.
362 00:32:07.870 ⇒ 00:32:13.519 Elizah Joy: Yeah, so these are from… These are linear tasks, I think.
363 00:32:14.480 ⇒ 00:32:18.360 Elizah Joy: that Cheshu worked on, using cursor.
364 00:32:19.060 ⇒ 00:32:25.690 Elizah Joy: Because originally, he was, asking me to…
365 00:32:27.250 ⇒ 00:32:30.979 Elizah Joy: right, upgrade this one, right? And then,
366 00:32:31.170 ⇒ 00:32:41.889 Elizah Joy: update the team. So, team are the, boards that we plan to have on Linear during this time. So, GDM, sales, marketing, and design.
367 00:32:42.140 ⇒ 00:32:50.879 Elizah Joy: But then, he was the one originally who said that he’s gonna be creating those linear boards and add in those
368 00:32:51.170 ⇒ 00:32:55.439 Elizah Joy: Or organize those tasks based on their team or category.
369 00:32:55.550 ⇒ 00:33:01.210 Elizah Joy: But, yeah, before, he left, there wasn’t any progress on that.
370 00:33:01.510 ⇒ 00:33:04.639 Rico Rejoso: Well, they didn’t consider that we also have content.
371 00:33:04.750 ⇒ 00:33:05.750 Rico Rejoso: leaderboard.
372 00:33:06.210 ⇒ 00:33:07.820 Elizah Joy: Mmm, yeah, there…
373 00:33:07.820 ⇒ 00:33:09.970 Rico Rejoso: A lot of 4 already.
374 00:33:10.320 ⇒ 00:33:16.319 Rico Rejoso: And I think that’s a bit confusing, having a lot of lean, linear board or linear team.
375 00:33:17.170 ⇒ 00:33:17.520 Elizah Joy: Hmm.
376 00:33:17.520 ⇒ 00:33:19.050 Rico Rejoso: are being utilized.
377 00:33:21.590 ⇒ 00:33:24.019 Elizah Joy: Yeah, I do agree, because,
378 00:33:24.250 ⇒ 00:33:28.460 Elizah Joy: when I was setting up the GDM board and,
379 00:33:28.800 ⇒ 00:33:31.310 Rico Rejoso: What are the projects we have for GTM?
380 00:33:31.500 ⇒ 00:33:33.569 Rico Rejoso: We don’t have any projects at the right for that.
381 00:33:33.570 ⇒ 00:33:35.960 Elizah Joy: Yeah, just… just this one.
382 00:33:36.680 ⇒ 00:33:40.090 Elizah Joy: One that, it wasn’t handed off properly.
383 00:33:40.190 ⇒ 00:33:45.990 Elizah Joy: And I’m not… From… Where is it? I think, this one.
384 00:33:47.290 ⇒ 00:33:53.539 Elizah Joy: I’m not entirely sure… What was the prior conversation to this?
385 00:33:57.010 ⇒ 00:33:59.149 Rico Rejoso: They’re just making things complicated.
386 00:33:59.390 ⇒ 00:34:08.080 Rico Rejoso: Okay, let’s finalize this one. I know you’re working on this, so maybe let’s confirm if you can just turn back sales, and…
387 00:34:08.760 ⇒ 00:34:09.889 Rico Rejoso: Which one second.
388 00:34:11.239 ⇒ 00:34:15.090 Rico Rejoso: Okay, let’s just bring back… GTM, or sales, or…
389 00:34:15.489 ⇒ 00:34:23.570 Rico Rejoso: I think they have a preference on which one. Yes, I think they’re also confused. During our stand-up on sales, they mentioned, or they were asking.
390 00:34:24.270 ⇒ 00:34:32.189 Rico Rejoso: should we do with the GTN leaner board? That was… I mentioned, like, I don’t know, I’m not part of the planning process of this project.
391 00:34:32.699 ⇒ 00:34:43.029 Elizah Joy: I think, yeah, I’ll put back the tasks that we have in there. My recommendation here is that we do have the tags already, right?
392 00:34:43.339 ⇒ 00:34:50.219 Elizah Joy: So, similar with what we have with, the other boards that they have.
393 00:34:50.349 ⇒ 00:34:54.589 Elizah Joy: They have the tags for, if it’s a sales…
394 00:34:54.859 ⇒ 00:35:06.299 Elizah Joy: If it’s medium or marketing. I think that’s easier for everyone to maintain, because having, like, 4 boards… for me, the rule of thumb would be
395 00:35:07.249 ⇒ 00:35:09.849 Elizah Joy: 3 boards max. Four.
396 00:35:10.049 ⇒ 00:35:14.779 Elizah Joy: Each part, because more than that could be harder to manage, even if
397 00:35:15.089 ⇒ 00:35:18.369 Elizah Joy: We do, the marketing team grows.
398 00:35:18.569 ⇒ 00:35:28.429 Elizah Joy: Or have additional team member for linear boards, if… especially if they’re the same team members inside those boards.
399 00:35:28.910 ⇒ 00:35:29.490 Rico Rejoso: agree.
400 00:35:30.950 ⇒ 00:35:42.340 Elizah Joy: Yep, so I’ll turn that one back. I haven’t… There’s not much tasks in the GDM board yet. Hannah did, left some comments in…
401 00:35:43.130 ⇒ 00:35:48.929 Elizah Joy: here… So I’ll just categorize that inside those boards, but…
402 00:35:49.600 ⇒ 00:35:56.109 Elizah Joy: I think… yeah, let’s keep the same boards that we have. So, buddy, I’ll communicate that with…
403 00:35:57.660 ⇒ 00:35:59.140 Elizah Joy: So, sir, right.
404 00:36:03.740 ⇒ 00:36:08.030 Elizah Joy: I’ll just send it through here, if this is the right channel.
405 00:36:09.230 ⇒ 00:36:10.930 Elizah Joy: Or maybe add in here.
406 00:36:12.050 ⇒ 00:36:12.860 Rico Rejoso: What was that?
407 00:36:13.130 ⇒ 00:36:20.850 Elizah Joy: I’ll just message Hannah or the sales and GDM team that we’re gonna be moving it back.
408 00:36:21.360 ⇒ 00:36:23.450 Rico Rejoso: Don’t move it back, confirm with them.
409 00:36:23.490 ⇒ 00:36:24.500 Elizah Joy: Oh, okay.
410 00:36:24.660 ⇒ 00:36:32.350 Rico Rejoso: Hey guys, we’ve successfully created the GTM sales… Decide.
411 00:36:33.580 ⇒ 00:36:35.420 Rico Rejoso: You mentioned that you’re done with that, right?
412 00:36:36.620 ⇒ 00:36:38.060 Elizah Joy: Yeah.
413 00:36:38.280 ⇒ 00:36:48.049 Rico Rejoso: Let them know, update them that, yeah, let us know your thoughts, if this is more preferable for you guys, or if you have different thoughts, let me know, and we can make the adjustments accordingly.
414 00:36:48.660 ⇒ 00:36:49.960 Elizah Joy: Okay, yeah.
415 00:36:49.960 ⇒ 00:36:51.609 Rico Rejoso: Have them give their thoughts.
416 00:36:51.700 ⇒ 00:36:53.549 Elizah Joy: This hat is definitely gonna…
417 00:36:53.550 ⇒ 00:37:10.060 Rico Rejoso: put in a comment there, then that’s when you put in yours, like, personally, I believe, like, GTM sales are, like, one team we can just have and one thing to avoid any confusion, with you guys and the stakeholders, since Robert didn’t even respond to this. And Robert is the main user of that market.
418 00:37:10.850 ⇒ 00:37:11.660 Elizah Joy: Yeah…
419 00:37:11.660 ⇒ 00:37:14.729 Rico Rejoso: Aside from Luke and… Look at Hannah.
420 00:37:15.160 ⇒ 00:37:17.499 Rico Rejoso: So, yeah, let’s figure that out.
421 00:37:18.340 ⇒ 00:37:21.349 Elizah Joy: Okay, yep, I’ll send this, to…
422 00:37:22.000 ⇒ 00:37:26.729 Elizah Joy: On this channel, because, you know, my fear is that…
423 00:37:27.130 ⇒ 00:37:30.290 Elizah Joy: Yeah, Robert wasn’t even in this conversation.
424 00:37:30.780 ⇒ 00:37:35.969 Rico Rejoso: Agree. Exactly, and if… If he will be?
425 00:37:38.520 ⇒ 00:37:40.700 Rico Rejoso: We’re heavily gonna work things out on this.
426 00:37:41.640 ⇒ 00:37:46.460 Rico Rejoso: Cause he is so… We don’t use this, but not so often.
427 00:37:46.630 ⇒ 00:37:48.289 Rico Rejoso: Compared to the delivery side.
428 00:37:48.750 ⇒ 00:37:51.420 Rico Rejoso: Sales is being led by Robert.
429 00:37:52.170 ⇒ 00:37:55.490 Rico Rejoso: So let’s not make… let’s make sure that we don’t confuse them.
430 00:37:55.640 ⇒ 00:37:56.180 Elizah Joy: Yeah.
431 00:37:56.430 ⇒ 00:37:57.440 Rico Rejoso: Thank you.
432 00:37:57.440 ⇒ 00:37:59.030 Elizah Joy: That message…
433 00:38:00.120 ⇒ 00:38:00.710 Rico Rejoso: Alright.
434 00:38:01.380 ⇒ 00:38:03.170 Rico Rejoso: Can you have that today, as well?
435 00:38:03.710 ⇒ 00:38:06.000 Elizah Joy: Which one? Of this tab?
436 00:38:06.000 ⇒ 00:38:07.029 Rico Rejoso: Yeah, the message?
437 00:38:07.680 ⇒ 00:38:09.800 Elizah Joy: Yeah, I’ll send that over today.
438 00:38:10.340 ⇒ 00:38:11.340 Rico Rejoso: Okay, great.
439 00:38:11.730 ⇒ 00:38:20.509 Rico Rejoso: What else? So, I’ve been writing down the tickets that we have, or let’s the tickets, the things that we have completed so far.
440 00:38:22.460 ⇒ 00:38:25.550 Rico Rejoso: switch, or… this.
441 00:38:27.160 ⇒ 00:38:29.340 Rico Rejoso: Should I send it to you? Yeah, I’ll send it to you.
442 00:38:30.160 ⇒ 00:38:31.240 Rico Rejoso: Set it to chat.
443 00:38:32.170 ⇒ 00:38:33.370 Elizah Joy: Oh, thank you.
444 00:38:35.070 ⇒ 00:38:37.630 Rico Rejoso: So, we did a recruiting handoff.
445 00:38:38.130 ⇒ 00:38:46.710 Rico Rejoso: To Kayla, and we’ll further assist Kayla in regards to the recruitment stuff, and things whenever she has questions, I can definitely jump on a call with him, with her.
446 00:38:46.960 ⇒ 00:38:51.449 Rico Rejoso: We had an operating for everyone, and we’ve noticed how the transition
447 00:38:52.320 ⇒ 00:38:55.019 Rico Rejoso: Basically, the reason why we’re just doing a trial run is that…
448 00:38:55.210 ⇒ 00:39:06.979 Rico Rejoso: Ryle is still ramping up with all the process in the EP side, and we need to take care of… and he needs to take care of more of… most of the allocations, so we’ll do another one, this… or let’s say…
449 00:39:07.620 ⇒ 00:39:09.780 Rico Rejoso: We’ll present this Tuesday, right? So…
450 00:39:10.240 ⇒ 00:39:21.879 Rico Rejoso: We did another one yesterday, and blah blah blah. Finance process map is good. We’re still overviewing it and making sure that we don’t miss anything, and put in your updates, which is the automation for…
451 00:39:22.260 ⇒ 00:39:27.849 Rico Rejoso: For the finance process, we have to include your update on the automation if you were able to successfully build that out.
452 00:39:30.460 ⇒ 00:39:35.759 Rico Rejoso: If not, we can just request assistance from the automation team, Sam or Gabe.
453 00:39:36.220 ⇒ 00:39:55.949 Rico Rejoso: Depending on this free delivery process map, we have the assumed processes based off the forging documents, but we’re still collecting the actual list per team members, so hopefully we can get a response by end of day or by Monday, and we can update this still. Previous notion homepage has been closed, that’s it, no further updates.
454 00:39:56.490 ⇒ 00:40:13.770 Rico Rejoso: And also, we have created some later projects and listed operation tickets. By Monday, we’ll definitely get a list of priorities coming from our stakeholders, so we’ll definitely have to input our progress on the first day from Monday up to Tuesday in regards to that one, so we’ll definitely update some of this by Monday, end of day.
455 00:40:14.110 ⇒ 00:40:15.310 Elizah Joy: Yeah, okay.
456 00:40:16.070 ⇒ 00:40:22.480 Rico Rejoso: Okay, I’ll help you create the slides on the others. Just make sure we put in the topics there, because we will for…
457 00:40:22.620 ⇒ 00:40:27.249 Rico Rejoso: We’ll forget these things once we… once the weekend goes, so…
458 00:40:27.500 ⇒ 00:40:29.639 Elizah Joy: Okay.
459 00:40:33.250 ⇒ 00:40:35.500 Elizah Joy: I’ll just put this in here.
460 00:40:36.730 ⇒ 00:40:38.950 Elizah Joy: Right? Yeah.
461 00:40:39.230 ⇒ 00:40:40.000 Elizah Joy: Snap.
462 00:40:43.080 ⇒ 00:40:46.119 Rico Rejoso: Yeah, don’t stress about it, we could still edit that by Monday.
463 00:40:46.520 ⇒ 00:40:54.260 Elizah Joy: I’ll put it here… oh, so that it’s easier to find. But yeah, I think that’s good. Then Ganttrap review.
464 00:40:54.750 ⇒ 00:41:03.090 Elizah Joy: I’m just trying to find… there was a message from Clarence before about the client onboarding.
465 00:41:04.330 ⇒ 00:41:05.830 Rico Rejoso: Lawrence, what was it?
466 00:41:07.590 ⇒ 00:41:10.289 Elizah Joy: I can’t recall, but he mentioned…
467 00:41:14.200 ⇒ 00:41:30.939 Rico Rejoso: On the operations side, we don’t do anything about… we didn’t… I mean, what we just do during client onboarding is just prepare all the… we work in the background, okay? So we just prepare all the tools and make sure all the documents, everything settles for the delivery team to take over. So the kickoff? All the kickoff…
468 00:41:31.040 ⇒ 00:41:39.229 Rico Rejoso: Client, messages, dates, and everything like that. It’s been taken off, or taken care of by the delivery team.
469 00:41:43.190 ⇒ 00:41:49.059 Elizah Joy: Yeah, because we… I think just here, in our Gantt chart, there’s still…
470 00:41:49.570 ⇒ 00:41:53.099 Elizah Joy: Few tasks we want to do here.
471 00:41:53.200 ⇒ 00:41:59.539 Rico Rejoso: I didn’t get… I didn’t get to, you know, get some of the tests. I’m still thinking about the client health tracker.
472 00:41:59.960 ⇒ 00:42:00.490 Rico Rejoso: Ghost.
473 00:42:01.240 ⇒ 00:42:02.839 Elizah Joy: Let’s move this.
474 00:42:02.840 ⇒ 00:42:06.930 Rico Rejoso: This is based off… This is based off our CSO.
475 00:42:07.100 ⇒ 00:42:10.389 Rico Rejoso: Were you able to add the project lifecycle on the form?
476 00:42:11.970 ⇒ 00:42:16.199 Elizah Joy: Let me check. I did add that when you mentioned, but let me check.
477 00:42:16.200 ⇒ 00:42:30.270 Rico Rejoso: project lifecycle tasks from start to finish, like, from kickoff up to drop-off of clients, or closing of projects. We want to make sure that we also, you know, list out the tasks that they’re doing.
478 00:42:30.800 ⇒ 00:42:35.200 Elizah Joy: Yeah, I did, I was able to add it. Project cycle tasks, is that…
479 00:42:38.030 ⇒ 00:42:43.090 Elizah Joy: I see, I don’t think there are any… there’s two responses so far.
480 00:42:43.700 ⇒ 00:42:44.300 Rico Rejoso: Wait.
481 00:42:45.490 ⇒ 00:42:48.410 Rico Rejoso: Oh, yeah, Greg is a CSO. Bernard is a CSO, okay.
482 00:42:49.780 ⇒ 00:43:01.309 Rico Rejoso: Okay, let me take a look at that, but let’s not look at it once… Let’s have a look at it once everyone put in their… put in… we have, like, 4 or 5 CSO only, so we’re just waiting for the half of them.
483 00:43:02.050 ⇒ 00:43:09.809 Rico Rejoso: So probably by Monday, we can get into that. So we still have to… I mean, we just have to compare. If some are similar, we could just consolidate.
484 00:43:10.190 ⇒ 00:43:14.820 Rico Rejoso: If there are, like, different tests that they’re doing aside from it, let’s just… Take note of it.
485 00:43:15.140 ⇒ 00:43:21.369 Rico Rejoso: Create a process around it, and confirm with the team if everyone is doing it, or if it’s a best practice for everyone to do so.
486 00:43:21.980 ⇒ 00:43:27.799 Elizah Joy: Okay, yeah. Yeah, I think it’ll be because Ozaran’s out of office today as well.
487 00:43:28.290 ⇒ 00:43:29.599 Rico Rejoso: No problem.
488 00:43:29.820 ⇒ 00:43:36.770 Elizah Joy: Monday is… where we’ll be able to complete, but hopefully majority of our CSOs.
489 00:43:37.420 ⇒ 00:43:38.270 Rico Rejoso: Field.
490 00:43:38.270 ⇒ 00:43:38.830 Elizah Joy: So…
491 00:43:40.340 ⇒ 00:43:49.769 Rico Rejoso: Alright, no worries. Also mentioned to you that I was creating tickets on Linear that, that we’ll be working on for next week. I’m still finalizing those stuff, but you’ll be able to see that on Linear.
492 00:43:49.950 ⇒ 00:43:51.080 Rico Rejoso: on.
493 00:43:51.080 ⇒ 00:43:53.219 Elizah Joy: Backup tickets, yeah.
494 00:43:53.400 ⇒ 00:43:54.280 Elizah Joy: upcoming.
495 00:43:54.980 ⇒ 00:44:01.399 Rico Rejoso: Go to issues for operations, then scroll down to the furthest… click on Issues, yeah.
496 00:44:02.140 ⇒ 00:44:04.010 Rico Rejoso: I checked all the backlogs.
497 00:44:04.380 ⇒ 00:44:05.330 Elizah Joy: Oh, okay.
498 00:44:06.280 ⇒ 00:44:08.660 Rico Rejoso: So, I’m trying to clean that up as well.
499 00:44:09.100 ⇒ 00:44:15.689 Rico Rejoso: So, I’ll be creating those tickets, some things that we can work on, so we can hit our OKRs for this quarter.
500 00:44:15.690 ⇒ 00:44:16.060 Elizah Joy: Hmm.
501 00:44:17.280 ⇒ 00:44:18.120 Rico Rejoso: Yeah.
502 00:44:18.620 ⇒ 00:44:22.760 Rico Rejoso: By the way, our OKR and our projects in Instagram are not matching.
503 00:44:24.190 ⇒ 00:44:29.710 Rico Rejoso: We’re taking on a lot of stuff that are not even documented on the… Stakeholder side.
504 00:44:30.020 ⇒ 00:44:31.010 Elizah Joy: Yeah.
505 00:44:31.270 ⇒ 00:44:34.310 Rico Rejoso: I don’t know, where do we have those OKRs listed?
506 00:44:34.810 ⇒ 00:44:41.059 Elizah Joy: Let me… So, so, let me just check if…
507 00:44:41.840 ⇒ 00:44:45.880 Rico Rejoso: It’s a spreadsheet, but I don’t think I have access to that, or…
508 00:44:46.110 ⇒ 00:44:49.040 Rico Rejoso: I have it pinned… I haven’t had it pinned on my end.
509 00:44:49.570 ⇒ 00:44:56.609 Elizah Joy: I don’t know, the only, spreadsheet that I do have access on is the AORs that we have.
510 00:44:57.340 ⇒ 00:45:04.019 Elizah Joy: OKRs, we don’t… We haven’t discussed that necessarily, like, this quarter.
511 00:45:04.440 ⇒ 00:45:09.839 Elizah Joy: Even if we were… when we were in the planning phase last year for
512 00:45:10.080 ⇒ 00:45:20.579 Elizah Joy: this one. The only things that were brought up are the AORs. OKRs, we don’t have any… not that I’m familiar with.
513 00:45:20.850 ⇒ 00:45:22.430 Elizah Joy: For this quarter.
514 00:45:25.050 ⇒ 00:45:26.769 Rico Rejoso: Okay, I got you.
515 00:45:28.780 ⇒ 00:45:32.090 Elizah Joy: Yeah, so I don’t have access to that as well.
516 00:45:33.380 ⇒ 00:45:34.929 Rico Rejoso: Gotcha. No worries.
517 00:45:36.600 ⇒ 00:45:42.619 Rico Rejoso: I’ll further take a look at it. But if in case… because I saw, like, I saw it from Shashu.
518 00:45:43.130 ⇒ 00:45:43.770 Elizah Joy: Hmm?
519 00:45:43.770 ⇒ 00:45:48.100 Rico Rejoso: of OKRs, operations OKRs for this quarter.
520 00:45:48.360 ⇒ 00:45:53.399 Rico Rejoso: So I was just wondering, those… I… I got a sneak peek with it.
521 00:45:53.510 ⇒ 00:45:58.759 Rico Rejoso: those OKRs are not… align with our, instant project.
522 00:45:59.140 ⇒ 00:46:02.190 Rico Rejoso: Our project should be aligned with our OKRs, right?
523 00:46:02.420 ⇒ 00:46:09.469 Elizah Joy: Yeah, are, like, are those OKRs from UTAM, or even…
524 00:46:09.730 ⇒ 00:46:10.510 Rico Rejoso: Make it up.
525 00:46:10.510 ⇒ 00:46:11.100 Elizah Joy: June.
526 00:46:13.120 ⇒ 00:46:16.640 Rico Rejoso: Because if it’s from Utam, Utam should, like, message me, like, hey.
527 00:46:16.870 ⇒ 00:46:20.870 Rico Rejoso: Here are our OKRs, make sure we’re… we’re tackling this stuff.
528 00:46:21.430 ⇒ 00:46:30.550 Elizah Joy: Yeah, I don’t… I wasn’t aware of that OKRs as well, because the… initially, the ones that I was working on was the…
529 00:46:31.370 ⇒ 00:46:36.040 Elizah Joy: The one that we have in Notion, the 2026 planning.
530 00:46:36.600 ⇒ 00:46:43.250 Elizah Joy: Other than that, I don’t have… Anything.
531 00:46:43.940 ⇒ 00:46:46.140 Rico Rejoso: I think it’s an operating manual. I operate…
532 00:46:47.000 ⇒ 00:46:57.820 Elizah Joy: just this one, Q1 operations plan. These were the projects that we, that was given for this quarter, when we were planning last December.
533 00:46:57.820 ⇒ 00:46:58.700 Rico Rejoso: Nothing.
534 00:46:59.120 ⇒ 00:47:02.269 Elizah Joy: Not even a mention of OKRs, so…
535 00:47:02.460 ⇒ 00:47:03.800 Rico Rejoso: That’s fine. But…
536 00:47:03.960 ⇒ 00:47:15.599 Rico Rejoso: correct me if I’m wrong, but I assume that our projects for every quarter should be based off the OKRs that our stakeholders set us up for every quarter, right?
537 00:47:15.600 ⇒ 00:47:21.160 Elizah Joy: Yeah, that is true. So… If, for example, if…
538 00:47:21.530 ⇒ 00:47:34.290 Elizah Joy: If you could send that over to me, or if that’s the official OKRs that we get, we can send that over, because these ones, these were from Bhutan.
539 00:47:34.290 ⇒ 00:47:37.859 Rico Rejoso: No, no worries, I don’t have… I don’t have a copy of it. I just took a screenshot of it.
540 00:47:38.110 ⇒ 00:47:46.300 Rico Rejoso: then I put it into… I want to play ChatGPT, and I just copied it again. I just figured.
541 00:47:46.900 ⇒ 00:47:47.720 Elizah Joy: Yeah.
542 00:47:47.720 ⇒ 00:48:03.800 Rico Rejoso: Let’s not think about it. We have the project, so let’s just think of the projects as our OKR for this quarter. But moving forward, we have to confirm that if there’s nothing set up, we can’t work on anything. But I think our main prior closing out this quarter would be the dashboard.
543 00:48:04.880 ⇒ 00:48:05.659 Elizah Joy: I think… Yeah.
544 00:48:05.660 ⇒ 00:48:08.920 Rico Rejoso: The dashboard is… once we have the Omni.
545 00:48:09.230 ⇒ 00:48:13.069 Rico Rejoso: I mean, once we have all the, what do you call this?
546 00:48:13.230 ⇒ 00:48:21.219 Rico Rejoso: the data in Omni, we can work on it. It’s not a… I mean, Omni’s very… Very user-friendly.
547 00:48:21.650 ⇒ 00:48:29.020 Elizah Joy: Yeah, we already… because, yeah, because we already have the softwares in there, it’s just revenue, and then the cost.
548 00:48:29.480 ⇒ 00:48:30.980 Elizah Joy: Dashboard…
549 00:48:31.170 ⇒ 00:48:34.379 Rico Rejoso: So where should we get those? Should we get that from finance?
550 00:48:34.870 ⇒ 00:48:36.919 Rico Rejoso: P&L document that we should have, and…
551 00:48:37.190 ⇒ 00:48:37.920 Elizah Joy: Yeah.
552 00:48:37.920 ⇒ 00:48:40.140 Rico Rejoso: Or have it uploaded to Okay.
553 00:48:40.250 ⇒ 00:48:43.079 Rico Rejoso: We should start thinking about it by next week.
554 00:48:43.310 ⇒ 00:48:44.390 Elizah Joy: Yeah, I agree.
555 00:48:45.170 ⇒ 00:48:50.219 Rico Rejoso: Depending on the project that our stakeholders wants us to prioritize next week.
556 00:48:52.630 ⇒ 00:49:04.510 Rico Rejoso: we just have to… I mean, if there’s not much that we will get from our stakeholders next week, we just have to work on the stuff that are remaining. So we are ahead of their schedule by next, for this quarter.
557 00:49:04.640 ⇒ 00:49:05.280 Elizah Joy: Meanwhile…
558 00:49:05.280 ⇒ 00:49:06.469 Rico Rejoso: To, you know, rush.
559 00:49:06.740 ⇒ 00:49:20.150 Rico Rejoso: working on this stuff on the last week of March and stuff, right? As much, or as early as possible, let’s close it out, because there’s probably new demands that will be coming in as we approach the next quarter of the year, okay?
560 00:49:20.820 ⇒ 00:49:25.550 Elizah Joy: with you on that, right? Because we only have, like, 5 weeks left for March.
561 00:49:25.580 ⇒ 00:49:29.949 Rico Rejoso: What’s left for us is just the dashboards, costs, revenue.
562 00:49:30.820 ⇒ 00:49:34.819 Rico Rejoso: Actually, both of them can be in one dashboard, I don’t know why we have that separated.
563 00:49:35.210 ⇒ 00:49:36.570 Elizah Joy: Yeah.
564 00:49:36.570 ⇒ 00:49:41.939 Rico Rejoso: This is one income statement, right? This is all a piece of our… Income statements.
565 00:49:42.300 ⇒ 00:49:45.789 Elizah Joy: Yep, for all income statements, so revenue…
566 00:49:46.560 ⇒ 00:49:51.590 Elizah Joy: Oh, let me just… and costs and margins, dashboard, or even the software.
567 00:49:51.720 ⇒ 00:49:56.939 Elizah Joy: These four, they can all be inside, one database.
568 00:49:56.940 ⇒ 00:49:58.719 Rico Rejoso: It’s under our cost.
569 00:49:59.080 ⇒ 00:50:01.329 Elizah Joy: Oh, so just this three.
570 00:50:01.330 ⇒ 00:50:08.060 Rico Rejoso: Yeah, that’s one of our costs. Revenue is the total income from the company, so that’s just the lineup of how
571 00:50:08.190 ⇒ 00:50:12.219 Rico Rejoso: What we’ve… what we’ve able to gain from our clients.
572 00:50:12.360 ⇒ 00:50:18.950 Rico Rejoso: For our site clients, right? Margins are just the difference between the revenue…
573 00:50:19.670 ⇒ 00:50:23.360 Rico Rejoso: And the cost, so that’s just net profit. Do I have it right?
574 00:50:24.350 ⇒ 00:50:29.630 Elizah Joy: Yeah, yeah, yep, that’s, that’s correct. Yeah, margins…
575 00:50:30.790 ⇒ 00:50:34.310 Elizah Joy: Yeah, let’s have… yeah, these three, one dashboard.
576 00:50:34.530 ⇒ 00:50:36.900 Elizah Joy: And I think a good start is…
577 00:50:38.010 ⇒ 00:50:42.259 Elizah Joy: Finance have already submitted their, or sent over there.
578 00:50:43.100 ⇒ 00:50:49.360 Elizah Joy: review it, so there was a top for margins and cost. It’s just that we’d wanted that.
579 00:50:49.470 ⇒ 00:50:50.610 Elizah Joy: In a dashboard.
580 00:50:51.950 ⇒ 00:50:52.570 Rico Rejoso: Yeah.
581 00:50:52.720 ⇒ 00:51:04.040 Rico Rejoso: And all of this is coming from finance, so this is something that we can request from them, or they’ve already provided, we just haven’t got to work on it. But it’s a good thing that we can review it on a monthly
582 00:51:04.510 ⇒ 00:51:07.069 Rico Rejoso: Quarterly and annual basis.
583 00:51:07.900 ⇒ 00:51:14.139 Rico Rejoso: Lower than that, like, weekly, we cannot really say, because most of our clients are on a monthly… on our main…
584 00:51:14.280 ⇒ 00:51:17.020 Rico Rejoso: We’re building them out every March, right?
585 00:51:17.320 ⇒ 00:51:25.470 Rico Rejoso: So I think there’s not… there’s not much to see on a weekly or bi-weekly basis. So it’s either monthly, quarterly. Since we have a January.
586 00:51:25.630 ⇒ 00:51:29.789 Rico Rejoso: Set up. We have February to compare it to. We can set this up.
587 00:51:30.330 ⇒ 00:51:38.880 Elizah Joy: Yeah, yeah, I agree on that. And then, as part of, like, we were doing the process mapping for Feynman’s, right? And…
588 00:51:39.270 ⇒ 00:51:45.819 Elizah Joy: I was thinking it’ll be a good idea to set up a call with the finance team, maybe, but…
589 00:51:46.630 ⇒ 00:52:02.100 Elizah Joy: on a bi-weekly basis, to check in with, projects and… or even, for this one, for the reportings that we get. Like, even just for 15 to 30 minutes, just a quick call with a finance team, so that we’re still…
590 00:52:02.310 ⇒ 00:52:08.769 Elizah Joy: also in the loop of what’s happening, because yeah, we do have the tasks list that they’re doing, right? And we…
591 00:52:09.240 ⇒ 00:52:14.380 Elizah Joy: So yeah, I’ll set that up with, I’ll communicate with Megan, like, what’s the best.
592 00:52:14.380 ⇒ 00:52:16.369 Rico Rejoso: Before we do so, let’s create an agenda.
593 00:52:16.370 ⇒ 00:52:17.480 Elizah Joy: Yeah, yep.
594 00:52:18.320 ⇒ 00:52:28.040 Rico Rejoso: I don’t know how we’re… how they’re billing us with, you know, with the services that they’re providing. We want to avoid setting up too much meeting if we’re getting billed for that as well.
595 00:52:28.110 ⇒ 00:52:28.930 Elizah Joy: Yep.
596 00:52:28.930 ⇒ 00:52:39.259 Rico Rejoso: But if we have an agenda on what we should discuss, something like that, even if we don’t realize that we’re… or even if we inform UTM that we’re setting up a meeting with finance and they’re billing us for it.
597 00:52:39.420 ⇒ 00:52:41.039 Rico Rejoso: These agendas would make…
598 00:52:41.560 ⇒ 00:52:59.969 Rico Rejoso: sense to do so, because we have to clarify some things up with the finance team. Let’s not set up on a recurring basis. We can cancel that up every time and every now and then. I mean, we can set it up, but it’s not, you know, it’s not necessary for us to go on a bi-weekly meeting with them if we don’t have anything to talk about.
599 00:53:00.380 ⇒ 00:53:08.090 Elizah Joy: Yeah, yeah, I agree on that. I think it’s just… up until we’ve… Understood better, like.
600 00:53:08.280 ⇒ 00:53:14.209 Elizah Joy: how they’re doing things, like, on the back end. But, after that, I think we’re gonna be…
601 00:53:14.470 ⇒ 00:53:18.280 Elizah Joy: Okay, from an operations and even finance standpoint.
602 00:53:18.740 ⇒ 00:53:30.879 Rico Rejoso: I agree on you. So yeah, let’s create an agenda first, let’s talk about the agenda once everything makes sense for us, and you think that we can do that, just ask the time we’re creating this one. It’s okay for you not to join, or we cannot… I mean…
603 00:53:31.680 ⇒ 00:53:32.460 Rico Rejoso: Yeah.
604 00:53:32.730 ⇒ 00:53:35.329 Rico Rejoso: I mean, you can live with a waffle table for that.
605 00:53:36.590 ⇒ 00:53:38.189 Rico Rejoso: We don’t have to inform him about it.
606 00:53:38.820 ⇒ 00:53:43.039 Elizah Joy: Unless we make any big decisions during our conversation with the finance team.
607 00:53:43.290 ⇒ 00:53:44.510 Elizah Joy: Okay, okay.
608 00:53:45.970 ⇒ 00:53:48.060 Elizah Joy: So, yeah.
609 00:53:48.060 ⇒ 00:53:52.159 Rico Rejoso: Inform the finance that you’ll be taking on point in regards to anything?
610 00:53:52.290 ⇒ 00:53:54.400 Rico Rejoso: If not, you, me, right?
611 00:53:54.740 ⇒ 00:53:59.809 Elizah Joy: Yeah, I haven’t sent a message yet to, the finance channel on that.
612 00:54:00.120 ⇒ 00:54:06.640 Rico Rejoso: Okay, so let’s include it on our update here on the finance process map. Let’s not call it Process Map, but finance updates.
613 00:54:06.750 ⇒ 00:54:12.940 Rico Rejoso: That, here are the automations that you’ve built, and also, you and I will be taking point on
614 00:54:13.190 ⇒ 00:54:15.439 Rico Rejoso: Any questions that the finance team has?
615 00:54:15.810 ⇒ 00:54:16.160 Elizah Joy: To be honest.
616 00:54:16.160 ⇒ 00:54:22.220 Rico Rejoso: our comprehension, or let’s say we don’t have any idea about it, such legal stuff and things, that’s where we pointed or direct to them.
617 00:54:22.360 ⇒ 00:54:26.860 Rico Rejoso: But anything that we can cater with them, like, hours for clients.
618 00:54:27.030 ⇒ 00:54:28.510 Rico Rejoso: Oh yeah, let’s list that out.
619 00:54:29.310 ⇒ 00:54:34.730 Rico Rejoso: Hours with clients, hours with team members, verifying contracts.
620 00:54:35.420 ⇒ 00:54:38.309 Rico Rejoso: With clients, client contracts, team contracts.
621 00:54:38.990 ⇒ 00:54:40.680 Rico Rejoso: Those kind of things.
622 00:54:41.090 ⇒ 00:54:46.590 Rico Rejoso: Let’s make sure that they update us, not UTA, okay?
623 00:54:46.590 ⇒ 00:54:46.979 Elizah Joy: We wouldn’.
624 00:54:46.980 ⇒ 00:54:51.039 Rico Rejoso: avoid, them picking UTAN in everything.
625 00:54:51.880 ⇒ 00:54:53.420 Rico Rejoso: You know, being the front that…
626 00:54:54.180 ⇒ 00:54:59.180 Elizah Joy: Yeah, I’ll send that over. I’ll send that Slack message today.
627 00:54:59.520 ⇒ 00:55:03.289 Rico Rejoso: No, no worries, it’s not a rush. You can set it Monday or Tuesday after.
628 00:55:03.290 ⇒ 00:55:03.555 Elizah Joy: Oh.
629 00:55:03.820 ⇒ 00:55:04.860 Rico Rejoso: operating meeting.
630 00:55:09.700 ⇒ 00:55:11.249 Rico Rejoso: Alright, anything else?
631 00:55:11.790 ⇒ 00:55:12.620 Rico Rejoso: I think we…
632 00:55:13.260 ⇒ 00:55:15.509 Elizah Joy: Nothing else, I think.
633 00:55:15.660 ⇒ 00:55:21.949 Elizah Joy: This is good, looks good so far. We’ll still update this on Monday.
634 00:55:22.070 ⇒ 00:55:25.549 Elizah Joy: For our priorities, and…
635 00:55:26.720 ⇒ 00:55:34.280 Elizah Joy: Yeah, but I think so far, we’ve covered everything this week, and then preparing ahead for next week.
636 00:55:38.160 ⇒ 00:55:38.790 Rico Rejoso: Okay.
637 00:55:39.010 ⇒ 00:55:44.279 Rico Rejoso: So, yeah, I think that’s it. By the way, can you change this meeting for today?
638 00:55:44.460 ⇒ 00:55:51.719 Rico Rejoso: this should only be 30 minutes, right? But we’re almost an hour discussing or planning for ops. Can you change it to an hour?
639 00:55:52.330 ⇒ 00:55:53.840 Elizah Joy: Let me change it.
640 00:55:54.510 ⇒ 00:55:55.680 Rico Rejoso: Hey, then we’re good, okay?
641 00:55:58.410 ⇒ 00:55:59.709 Elizah Joy: Bit of updated, though.
642 00:56:02.290 ⇒ 00:56:03.910 Rico Rejoso: Alrighty, thank you.
643 00:56:05.200 ⇒ 00:56:08.480 Rico Rejoso: That’s just it for me. Anything else that come up, let me know.
644 00:56:08.850 ⇒ 00:56:09.400 Elizah Joy: Amen.
645 00:56:09.400 ⇒ 00:56:13.489 Rico Rejoso: Next on your list for today would be the finance automation, right?
646 00:56:13.700 ⇒ 00:56:23.120 Elizah Joy: Yeah, finance automation, once that’s set up, I’ll send you a message on Slack, and then I’ll do… I’ll message the GDM team.
647 00:56:23.540 ⇒ 00:56:27.310 Elizah Joy: for their boards, make sure… make sure that it’s…
648 00:56:27.430 ⇒ 00:56:31.400 Elizah Joy: we don’t bring their up to… Monday.
649 00:56:31.640 ⇒ 00:56:37.370 Elizah Joy: Because I think, yeah, they’re gonna do planning on Monday, and we don’t want to confuse Robert on that.
650 00:56:38.720 ⇒ 00:56:40.650 Rico Rejoso: Okay, gotcha. Thank you.
651 00:56:41.270 ⇒ 00:56:45.000 Elizah Joy: Alright, I’ll keep you posted in Slack, and then…
652 00:56:45.180 ⇒ 00:56:52.630 Elizah Joy: Yeah, well… Still the same process, we’ll send over our updates, maybe, like, 6 a.m, 7 a.m.
653 00:56:52.750 ⇒ 00:56:53.870 Elizah Joy: our time.
654 00:56:54.000 ⇒ 00:56:55.909 Elizah Joy: That’s before we end our workday.
655 00:56:56.450 ⇒ 00:56:59.079 Elizah Joy: And consolidate them for UTA.
656 00:56:59.560 ⇒ 00:57:01.060 Rico Rejoso: Gotcha. Thank you.
657 00:57:01.280 ⇒ 00:57:03.299 Elizah Joy: Alright, thanks, Rico.
658 00:57:03.300 ⇒ 00:57:04.569 Rico Rejoso: Alright, happy weekends.
659 00:57:04.570 ⇒ 00:57:06.880 Elizah Joy: Thank you so much, bye!