Meeting Title: Ops Sync Date: 2026-02-23 Meeting participants: Rico Rejoso, Elizah Joy
WEBVTT
1 00:00:16.200 ⇒ 00:00:18.099 Elizah Joy: Hi, Rico, can you hear me?
2 00:00:21.160 ⇒ 00:00:23.080 Rico Rejoso: Yep, yep. How are you? Happy Monday.
3 00:00:23.760 ⇒ 00:00:26.839 Elizah Joy: Hi, happy Monday, I’m good. How about you?
4 00:00:27.760 ⇒ 00:00:31.200 Rico Rejoso: Good, good, apologies if I can…
5 00:00:31.420 ⇒ 00:00:34.409 Rico Rejoso: speak clearly, I just had a dental operation earlier.
6 00:00:36.500 ⇒ 00:00:42.270 Elizah Joy: Oh… Is it, like, the, well, wisdom tooth or something?
7 00:00:42.300 ⇒ 00:00:42.970 Rico Rejoso: Dude.
8 00:00:43.380 ⇒ 00:00:51.889 Elizah Joy: Oh, that must have hurt a lot. I did have that few years back, and it’s really painful to talk and eat even.
9 00:00:52.120 ⇒ 00:00:55.859 Rico Rejoso: It is, yeah, I just had it, like, I mean, experienced the pain, like, last week, too.
10 00:00:55.860 ⇒ 00:00:56.770 Elizah Joy: state.
11 00:00:57.260 ⇒ 00:00:57.690 Rico Rejoso: Had the.
12 00:00:57.690 ⇒ 00:00:58.070 Elizah Joy: operations.
13 00:00:58.070 ⇒ 00:00:59.320 Rico Rejoso: set up this Monday.
14 00:00:59.470 ⇒ 00:01:00.020 Rico Rejoso: I mean, there’.
15 00:01:00.020 ⇒ 00:01:01.020 Elizah Joy: Yeah.
16 00:01:01.300 ⇒ 00:01:04.750 Elizah Joy: You must be having, like, a lot of antibiotics.
17 00:01:04.750 ⇒ 00:01:10.380 Rico Rejoso: Yeah, I have, like, 4 medications I have to take just to, you know, soothe the pain as much as possible.
18 00:01:11.600 ⇒ 00:01:17.350 Elizah Joy: Yeah, yeah, I hope you feel… feel better soon on that, because, yeah, I do.
19 00:01:17.740 ⇒ 00:01:18.480 Rico Rejoso: Hopefully it’s.
20 00:01:18.480 ⇒ 00:01:19.439 Elizah Joy: It’s really painful.
21 00:01:19.440 ⇒ 00:01:20.959 Rico Rejoso: They go week, yeah.
22 00:01:21.270 ⇒ 00:01:22.710 Elizah Joy: Mmm.
23 00:01:22.710 ⇒ 00:01:25.839 Rico Rejoso: I just want to inform you that, because I’m having trouble
24 00:01:26.140 ⇒ 00:01:30.980 Rico Rejoso: peaking, to be honest, and right now, I’m just, hello.
25 00:01:31.240 ⇒ 00:01:35.769 Rico Rejoso: muttering a few words. I don’t know if you can understand me well, but yeah, hopefully.
26 00:01:36.110 ⇒ 00:01:37.930 Elizah Joy: Yeah, I can understand you.
27 00:01:38.610 ⇒ 00:01:42.629 Rico Rejoso: I mean, we have an operations meeting tomorrow, so we need…
28 00:01:43.450 ⇒ 00:01:45.999 Rico Rejoso: Hopefully, I guess he’ll do it, though.
29 00:01:46.600 ⇒ 00:01:51.439 Elizah Joy: Yeah, don’t worry about it, yeah, I can hear you, and hopefully it does…
30 00:01:51.760 ⇒ 00:01:53.679 Elizah Joy: I feel better sooner than that.
31 00:01:54.150 ⇒ 00:01:56.959 Rico Rejoso: Yep, yep, okay. We can start off.
32 00:01:57.550 ⇒ 00:02:02.700 Elizah Joy: Yep. Wait, let me just share.
33 00:02:09.900 ⇒ 00:02:14.370 Rico Rejoso: Okay, I’m just… working on the… What do you call this?
34 00:02:14.740 ⇒ 00:02:19.569 Rico Rejoso: The operating… I’ll upload it. Then afterwards, after this meeting, you can…
35 00:02:20.960 ⇒ 00:02:24.449 Rico Rejoso: we can, upload our priorities for this week. I mean…
36 00:02:26.170 ⇒ 00:02:36.790 Elizah Joy: Yep, okay, so yeah, I can’t share my screen because I’m using a new device, but yeah.
37 00:02:36.900 ⇒ 00:02:48.929 Elizah Joy: it requires me to quit Zoom to restart, but yeah, I’ll just… I’m on the linear app, I’ve added the mighty tasks for today. So, my priorities for today is to
38 00:02:49.020 ⇒ 00:03:00.169 Elizah Joy: set up the finance aging automation. So, as I mentioned last week, I did have challenge with setting that up, because we don’t have access to QuickBooks yet, but I did…
39 00:03:00.820 ⇒ 00:03:17.880 Elizah Joy: I’m gonna ask for access to that, on the finance channel today, so that I can get that set up, and then after that, I’ll, get set that up in Zapier. The Slack message, though, they’ve been set up, in Slack.
40 00:03:18.460 ⇒ 00:03:34.050 Elizah Joy: So that’s good. All that’s left to do is the automation in Zapier. And then, next on my list is to consolidate the delivery process forms that we have for today. I haven’t checked if
41 00:03:34.350 ⇒ 00:03:38.739 Elizah Joy: We have any… Team members who have submitted their
42 00:03:39.140 ⇒ 00:03:47.990 Elizah Joy: form for the delivery process, but in case, I’ll follow up with them, in Slack today, so that we can get that done.
43 00:03:48.110 ⇒ 00:03:55.960 Elizah Joy: And then another on my list is, the team-facing doc for team members who are sick.
44 00:03:56.070 ⇒ 00:03:59.859 Elizah Joy: So, like an SOP that we can…
45 00:04:00.190 ⇒ 00:04:02.830 Elizah Joy: Roll out to the team members.
46 00:04:02.950 ⇒ 00:04:20.919 Elizah Joy: And then, the, of course, the ops planning deck for today, so that we’re prepared for that for tomorrow. And then, AOR, updates from the team for the end of this month, so that’s gonna be priority for the… not just for today, but for…
47 00:04:21.070 ⇒ 00:04:28.240 Elizah Joy: the week, but I’ll start gathering updates from the team members to get that, AOR.
48 00:04:28.420 ⇒ 00:04:35.850 Elizah Joy: Updated and reviewing up… yeah, the changes that we have for any software updates, and…
49 00:04:36.130 ⇒ 00:04:45.209 Elizah Joy: Making sure that that’s prepared for this week, by the end of this week as well, for the end-of-month review, so that’s gonna be,
50 00:04:45.450 ⇒ 00:04:50.410 Elizah Joy: That we’re, A priority for this week, not just for today.
51 00:04:50.820 ⇒ 00:04:54.640 Rico Rejoso: When… when do you, when do you usually review the, software again?
52 00:04:55.150 ⇒ 00:04:56.980 Elizah Joy: Oh, it’s… I’m…
53 00:04:57.250 ⇒ 00:05:03.779 Elizah Joy: Udom usually, like, last month, he was the one who scheduled that, so it’s… I must…
54 00:05:03.780 ⇒ 00:05:04.410 Rico Rejoso: Raided?
55 00:05:04.410 ⇒ 00:05:21.729 Elizah Joy: Yeah, every month, so I’m thinking end of this Friday as well. Not sure with the time yet, because he’s gonna be setting that up, but yeah. I think it’s gonna be this Friday. Okay. So both for AOR and software, if you…
56 00:05:21.900 ⇒ 00:05:27.290 Rico Rejoso: Alright, so, let’s discuss the software. I know we discussed the automation already, you mentioned.
57 00:05:27.290 ⇒ 00:05:27.640 Elizah Joy: And…
58 00:05:27.640 ⇒ 00:05:31.929 Rico Rejoso: That you, requested access from the finance team, right?
59 00:05:32.150 ⇒ 00:05:33.040 Elizah Joy: If, if…
60 00:05:33.040 ⇒ 00:05:38.169 Rico Rejoso: If ever they don’t, or they didn’t reply, let’s say by 2PM Eastern Time today.
61 00:05:38.170 ⇒ 00:05:38.720 Elizah Joy: Yeah.
62 00:05:38.720 ⇒ 00:05:42.209 Rico Rejoso: Let’s ping with them, to get those access, but let’s… before we.
63 00:05:42.210 ⇒ 00:05:42.930 Elizah Joy: that’s not…
64 00:05:42.930 ⇒ 00:05:48.170 Rico Rejoso: also, collate all, access that we need from Mutom, so you can just.
65 00:05:48.170 ⇒ 00:05:49.710 Elizah Joy: Oh, okay, right.
66 00:05:49.830 ⇒ 00:05:51.000 Elizah Joy: Okay.
67 00:05:51.000 ⇒ 00:05:57.300 Rico Rejoso: That’s for finance. For CSO process, let’s take a look at that, let’s take a look at that, later on.
68 00:05:57.300 ⇒ 00:05:57.869 Elizah Joy: I see that everyone.
69 00:05:57.870 ⇒ 00:06:01.499 Rico Rejoso: They submitted their hours. They can start working on the file for that.
70 00:06:02.000 ⇒ 00:06:02.610 Elizah Joy: 14.
71 00:06:02.610 ⇒ 00:06:07.459 Rico Rejoso: You just have to ping those members that haven’t provided updates yet, right?
72 00:06:07.630 ⇒ 00:06:26.839 Elizah Joy: Yeah, yeah, Hannah has already updated hers, Luke has updated his, and then I think, we haven’t updated anything for this month for the operations, then most of those are from Utam and Robert.
73 00:06:27.720 ⇒ 00:06:28.590 Elizah Joy: Yeah.
74 00:06:29.240 ⇒ 00:06:34.350 Rico Rejoso: Okay, wait, what? Let’s see, operations, operations, operations, okay.
75 00:06:34.600 ⇒ 00:06:37.709 Rico Rejoso: Okay, let’s take a look at that later on, and let’s…
76 00:06:37.710 ⇒ 00:06:38.240 Elizah Joy: Yep.
77 00:06:38.980 ⇒ 00:06:44.609 Rico Rejoso: Let’s see who should be paying for that, okay? Now, regarding software,
78 00:06:44.900 ⇒ 00:06:52.280 Rico Rejoso: We can take a look at this, since you’re, handling this right. Let’s see for solvers that needs payments, because I… I’m seeing that
79 00:06:52.940 ⇒ 00:06:55.610 Rico Rejoso: Overdue of a lot of softwares that’s happening in.
80 00:06:55.610 ⇒ 00:06:56.150 Elizah Joy: Yeah. Have any…
81 00:06:56.840 ⇒ 00:06:57.510 Rico Rejoso: Yet.
82 00:06:57.510 ⇒ 00:06:58.820 Elizah Joy: Yeah, I did…
83 00:06:58.820 ⇒ 00:07:04.400 Rico Rejoso: Might as well to list those, right? And…
84 00:07:04.400 ⇒ 00:07:05.100 Elizah Joy: before.
85 00:07:05.100 ⇒ 00:07:08.399 Rico Rejoso: we have our… I mean, before we can have our…
86 00:07:09.370 ⇒ 00:07:11.289 Rico Rejoso: End of month software review.
87 00:07:11.290 ⇒ 00:07:12.770 Elizah Joy: Yep, okay.
88 00:07:13.060 ⇒ 00:07:15.000 Elizah Joy: Yeah, cause…
89 00:07:15.530 ⇒ 00:07:23.559 Elizah Joy: Yeah, I agree on that, because I think… I did… I’ve been seeing, like, an overdue invoice specifically for…
90 00:07:23.680 ⇒ 00:07:29.229 Elizah Joy: Wait, let me recall, I think that’s Loom?
91 00:07:29.820 ⇒ 00:07:35.810 Elizah Joy: The purple one, but… yeah, but I thought that we’ve already canceled that, I’m not…
92 00:07:36.330 ⇒ 00:07:39.369 Elizah Joy: Yes. But yeah, I’ll take a look at that again.
93 00:07:39.650 ⇒ 00:07:42.510 Elizah Joy: I think that’s slume, let me just check my…
94 00:07:42.950 ⇒ 00:07:51.510 Elizah Joy: Email, because it’s… yeah, I’ve been having… I’m not sure if this is just… On my end…
95 00:07:53.140 ⇒ 00:07:56.899 Elizah Joy: I’ll send over a screenshot of the email that I’ve sent.
96 00:07:57.370 ⇒ 00:08:00.210 Rico Rejoso: Okay, okay. That’s for Zapier, I guess, right?
97 00:08:01.290 ⇒ 00:08:05.930 Elizah Joy: Zapier… there’s one… there is one for Loom.
98 00:08:06.720 ⇒ 00:08:08.680 Elizah Joy: under Loom… Loom Business.
99 00:08:09.370 ⇒ 00:08:12.599 Elizah Joy: But, yeah, I thought that this was canceled.
100 00:08:13.470 ⇒ 00:08:17.330 Rico Rejoso: Yeah, I think we downgraded Loom.
101 00:08:17.330 ⇒ 00:08:18.570 Elizah Joy: Mmm… Not…
102 00:08:18.570 ⇒ 00:08:20.030 Rico Rejoso: canceled by…
103 00:08:20.030 ⇒ 00:08:20.770 Elizah Joy: Oh, okay.
104 00:08:20.770 ⇒ 00:08:22.409 Rico Rejoso: We’re on the free plan for now.
105 00:08:22.920 ⇒ 00:08:24.010 Elizah Joy: Okay.
106 00:08:24.300 ⇒ 00:08:26.729 Rico Rejoso: If we can take a look at it later on and see if…
107 00:08:26.730 ⇒ 00:08:27.420 Elizah Joy: Yep. You know.
108 00:08:27.470 ⇒ 00:08:41.270 Rico Rejoso: what’s going on for the software review. So, yeah, let’s have that software review CSO process, just park it for now, we’ll take a look at it, it’s not a high priority. I mean, it’s a high priority, but since it’s not yet completed, we can just take a look at it afterwards, so…
109 00:08:41.309 ⇒ 00:08:48.139 Rico Rejoso: Let’s focus on finance automation and software review. Check us, check all those tools. What else do we have?
110 00:08:49.130 ⇒ 00:08:56.360 Elizah Joy: Just that on my end, the SOP for a team-facing dock, if they’re… I’m sick.
111 00:08:56.790 ⇒ 00:08:59.849 Elizah Joy: Just fat, but nothing major.
112 00:09:00.630 ⇒ 00:09:01.440 Elizah Joy: for that.
113 00:09:01.620 ⇒ 00:09:05.080 Elizah Joy: So that we have that just documented in Notion, and then…
114 00:09:05.380 ⇒ 00:09:07.530 Elizah Joy: Roll out to the team members.
115 00:09:07.900 ⇒ 00:09:14.100 Rico Rejoso: Okay, so I think we have a, did I send?
116 00:09:19.260 ⇒ 00:09:23.780 Rico Rejoso: Okay, what infacing box? Oh, just the escalation.
117 00:09:24.980 ⇒ 00:09:25.380 Elizah Joy: So do we.
118 00:09:25.380 ⇒ 00:09:28.330 Rico Rejoso: We have to create a team-facing out-of-office dock, right?
119 00:09:28.860 ⇒ 00:09:31.470 Elizah Joy: Yeah, maybe,
120 00:09:31.910 ⇒ 00:09:40.629 Elizah Joy: Yeah, let’s have a separate one for each, so one for out of office, and then one for when they’re, sick, so I’ll create that one.
121 00:09:41.290 ⇒ 00:09:43.580 Elizah Joy: Let me create that, because I think…
122 00:09:43.580 ⇒ 00:09:46.710 Rico Rejoso: I was creating… I was creating the SUC form on the internet.
123 00:09:46.710 ⇒ 00:09:48.569 Elizah Joy: It’s not good. Oh, okay.
124 00:09:48.570 ⇒ 00:09:53.209 Rico Rejoso: in your ass, but I have a template already, so let me create that form as well in line with that.
125 00:09:53.700 ⇒ 00:09:56.439 Elizah Joy: Okay, okay, sounds good.
126 00:09:57.380 ⇒ 00:10:03.780 Rico Rejoso: Okay, so… Wait a sec… I created a bunch of tickets here in…
127 00:10:03.950 ⇒ 00:10:06.930 Rico Rejoso: backlogs for now. I have…
128 00:10:06.930 ⇒ 00:10:07.450 Elizah Joy: Hmm.
129 00:10:07.450 ⇒ 00:10:08.799 Rico Rejoso: That you,
130 00:10:09.050 ⇒ 00:10:15.750 Rico Rejoso: that you mentioned that you’ll be working on for today. Let me take a look at this and let’s see what we can accomplish by next week, okay?
131 00:10:16.490 ⇒ 00:10:19.479 Rico Rejoso: We might probably have to jump in a meeting later.
132 00:10:19.650 ⇒ 00:10:25.630 Rico Rejoso: To discuss this one, and also to discuss our, slides for tomorrow’s operations, meeting.
133 00:10:25.630 ⇒ 00:10:26.860 Elizah Joy: Yeah. Okay.
134 00:10:27.120 ⇒ 00:10:28.200 Elizah Joy: Yep.
135 00:10:30.150 ⇒ 00:10:42.320 Rico Rejoso: Alright, let me just, let’s assign this later on, let’s, further go into planning. But for now, do you have the list for our updates for today? Like, our priorities for today?
136 00:10:43.380 ⇒ 00:10:45.180 Elizah Joy: Yep, yep.
137 00:10:45.180 ⇒ 00:10:47.400 Rico Rejoso: We’re also leaving, like, you know.
138 00:10:47.520 ⇒ 00:10:50.380 Rico Rejoso: As you see, we have, like,
139 00:10:51.080 ⇒ 00:10:53.590 Rico Rejoso: We still have capacity to take on
140 00:10:53.760 ⇒ 00:10:56.609 Rico Rejoso: what do you call this? Ad hoc, or let’s say…
141 00:10:57.260 ⇒ 00:11:11.129 Rico Rejoso: stakeholder priorities, right? So every week, it will be like a practice for us to make sure that we leave out a couple of hours from our time, or from our time every week, to focus on the stakeholder, priorities, or.
142 00:11:11.130 ⇒ 00:11:11.590 Elizah Joy: Oops.
143 00:11:11.590 ⇒ 00:11:19.069 Rico Rejoso: let’s see, 5 hours a week for ad hocs, and an additional 5 to 10 hours for stakeholder priorities.
144 00:11:19.070 ⇒ 00:11:19.780 Elizah Joy: Hold on, we should.
145 00:11:19.780 ⇒ 00:11:23.290 Rico Rejoso: You get around 25 hours of assigned work on linear.
146 00:11:23.580 ⇒ 00:11:34.899 Rico Rejoso: 5 hours space for, 5 hours ready for ad hocs, and the rest of the 10 hours is for the priorities that Lutham will be mentioning during our meeting tomorrow.
147 00:11:35.420 ⇒ 00:11:36.750 Elizah Joy: Yeah,
148 00:11:36.750 ⇒ 00:11:37.140 Rico Rejoso: Okay.
149 00:11:37.140 ⇒ 00:11:37.760 Elizah Joy: Okay.
150 00:11:37.930 ⇒ 00:11:47.540 Rico Rejoso: Yeah, so we’ll start working on that, and make sure that all of our hours are tracked. We don’t need to be 100% allocated every week.
151 00:11:47.540 ⇒ 00:11:48.000 Elizah Joy: Hmm.
152 00:11:48.000 ⇒ 00:11:50.599 Rico Rejoso: But at least around 85%.
153 00:11:52.540 ⇒ 00:11:53.550 Elizah Joy: week, okay.
154 00:11:53.950 ⇒ 00:11:55.709 Rico Rejoso: Including all the ad hocs.
155 00:11:56.610 ⇒ 00:12:00.630 Elizah Joy: Yeah, that sounds good on that, so that,
156 00:12:00.760 ⇒ 00:12:04.650 Elizah Joy: You can do… we can start doing, like, workload balancing for a week.
157 00:12:05.170 ⇒ 00:12:06.879 Elizah Joy: Yep. Per week, I mean.
158 00:12:09.540 ⇒ 00:12:14.459 Rico Rejoso: Okay, after this, I’ll also look into, putting on our tickets from
159 00:12:14.600 ⇒ 00:12:18.549 Rico Rejoso: Instagram. We have, like, stale projects there that I think we can start.
160 00:12:18.550 ⇒ 00:12:19.520 Elizah Joy: What do you want.
161 00:12:19.520 ⇒ 00:12:20.180 Rico Rejoso: So…
162 00:12:20.180 ⇒ 00:12:20.890 Elizah Joy: Yeah.
163 00:12:20.890 ⇒ 00:12:25.540 Rico Rejoso: Expect that we’ll be start… we’ll start working on our, August.
164 00:12:28.180 ⇒ 00:12:34.370 Elizah Joy: The dashboards, client… I think that’s… yeah, client health tracker, and…
165 00:12:34.590 ⇒ 00:12:37.510 Elizah Joy: Team member on new client onboarding.
166 00:12:37.510 ⇒ 00:12:41.000 Rico Rejoso: Yeah, this is the last week for February, so we have, like.
167 00:12:41.000 ⇒ 00:12:41.590 Elizah Joy: Hmm…
168 00:12:41.700 ⇒ 00:12:45.760 Rico Rejoso: Eat those off, those things. So we might have to insert them for this week.
169 00:12:45.880 ⇒ 00:12:48.300 Rico Rejoso: Started working on it for this week.
170 00:12:49.170 ⇒ 00:12:51.320 Rico Rejoso: anything else?
171 00:12:52.060 ⇒ 00:12:59.830 Elizah Joy: Nothing else on my end for today. But yeah, I do look forward to having our call later for…
172 00:12:59.830 ⇒ 00:13:00.240 Rico Rejoso: Okay.
173 00:13:00.240 ⇒ 00:13:04.019 Elizah Joy: the… Ops planning as well.
174 00:13:04.580 ⇒ 00:13:16.890 Rico Rejoso: Let’s take a look at all the hours from last week, I think… I mean, by around 3PM Eastern Time. Let’s take a look at those hours from last week and see if we haven’t uploaded our hours for last week.
175 00:13:17.370 ⇒ 00:13:19.279 Elizah Joy: Mmm, yeah, in Clockify.
176 00:13:19.280 ⇒ 00:13:20.230 Rico Rejoso: Yeah. Right?
177 00:13:20.230 ⇒ 00:13:21.640 Elizah Joy: Okay, yep, yep.
178 00:13:22.770 ⇒ 00:13:27.430 Rico Rejoso: Alrighty, that’s it for me, thank you so much. If you have any questions, let me know, I’ll be available in Slack.
179 00:13:27.900 ⇒ 00:13:31.250 Elizah Joy: Alright, thanks, Rico. Thanks so much. Alright, have a good one.