Meeting Title: Ops Sync Date: 2026-03-02 Meeting participants: Elizah Joy, Rico Rejoso
WEBVTT
1 00:01:09.740 ⇒ 00:01:10.580 Rico Rejoso: Hey, Liza.
2 00:01:11.560 ⇒ 00:01:13.069 Elizah Joy: Hi, can you hear me?
3 00:01:13.660 ⇒ 00:01:15.009 Rico Rejoso: Good morning, how are you?
4 00:01:15.010 ⇒ 00:01:18.360 Elizah Joy: Hi, good morning, I’m good, how are you?
5 00:01:18.360 ⇒ 00:01:19.830 Rico Rejoso: Good, good.
6 00:01:21.010 ⇒ 00:01:22.550 Rico Rejoso: Guess, happy Monday.
7 00:01:23.210 ⇒ 00:01:27.390 Elizah Joy: Yeah. Yeah, it’s a busy Monday, because it’s…
8 00:01:27.640 ⇒ 00:01:31.670 Elizah Joy: I’ll have a lot of things on my end, but it’s good, it’s good.
9 00:01:32.070 ⇒ 00:01:34.720 Rico Rejoso: Yeah, can you let me know what are you working on for this Monday?
10 00:01:35.040 ⇒ 00:01:44.679 Elizah Joy: Today I will be continuing working… I’ll continue working on the software expense monthly dashboard, the one that we’ve discussed last…
11 00:01:45.780 ⇒ 00:01:47.890 Elizah Joy: Friday… let me just…
12 00:01:54.610 ⇒ 00:01:58.450 Rico Rejoso: Where are we on that software dashboard? I mean, what’s the next steps?
13 00:01:59.040 ⇒ 00:02:07.220 Elizah Joy: Yeah, I’m still work… I do have the, like, the challenge there that I… the challenge that I did have last…
14 00:02:07.540 ⇒ 00:02:19.059 Elizah Joy: Friday on that is that it does not get, like, the monthly view, the one that we’ve talked about, because the way that our current, Excel sheet was set up, like, it’s…
15 00:02:19.300 ⇒ 00:02:24.099 Elizah Joy: just… If that makes sense, like, if it’s just getting the…
16 00:02:25.270 ⇒ 00:02:34.929 Elizah Joy: the cost of the current month, not the previous month, so I’ll have to update that one. And then I did ask Mustafa on the… if…
17 00:02:35.000 ⇒ 00:02:47.950 Elizah Joy: like, how to load that up, like, the monthly view, or if I do have to load up a new spreadsheet for that. Because the one that we, the one that… the spreadsheet that he did add in there was the…
18 00:02:48.370 ⇒ 00:02:52.620 Elizah Joy: spreadsheet that we used last January.
19 00:02:53.440 ⇒ 00:02:54.670 Rico Rejoso: Which is…
20 00:02:55.260 ⇒ 00:03:00.690 Elizah Joy: The one in the Brain Forge, financial models.
21 00:03:03.570 ⇒ 00:03:05.669 Elizah Joy: Hmm… this one.
22 00:03:11.150 ⇒ 00:03:12.889 Elizah Joy: Yeah, this one.
23 00:03:20.410 ⇒ 00:03:23.279 Rico Rejoso: And the monthly software, when was this created?
24 00:03:24.020 ⇒ 00:03:30.420 Elizah Joy: This was created, like, January. I just updated that February.
25 00:03:30.520 ⇒ 00:03:42.670 Elizah Joy: So the thing is, we have to add here, like, if you want to see the view for January and then the one for February, we need to, update that column in the current spreadsheet.
26 00:03:42.670 ⇒ 00:03:44.340 Rico Rejoso: And this is what you’re working on right now?
27 00:03:44.970 ⇒ 00:03:48.819 Elizah Joy: Yup, so that was a challenge that I did have last Friday.
28 00:03:49.070 ⇒ 00:03:51.979 Rico Rejoso: Why not just use the one that Mustafa’s using?
29 00:03:52.930 ⇒ 00:03:59.500 Elizah Joy: Mmm… Yeah, this was a spreadsheet that Mustafa has added in there.
30 00:04:00.380 ⇒ 00:04:03.970 Rico Rejoso: Which one? The monthly software? I thought it was a software reviewDB.
31 00:04:04.300 ⇒ 00:04:06.889 Elizah Joy: Oh, this one. Oh, no, this one, this one.
32 00:04:06.990 ⇒ 00:04:15.080 Elizah Joy: The software review, this was the reference, I just reviewed this one, because it was… you were asking about the data that was created.
33 00:04:15.810 ⇒ 00:04:29.120 Elizah Joy: That should be it, but, from our previous conversation last Friday, we wanted to have, like, the view for January, right? The one for January, and then, like, a monthly view, so that we can compare the…
34 00:04:29.310 ⇒ 00:04:32.200 Elizah Joy: Costs that we have, if we’ve…
35 00:04:32.710 ⇒ 00:04:42.020 Elizah Joy: Saved on anything for the softwares, or if we have incurred any expenses, or increased our costs for any softwares.
36 00:04:45.890 ⇒ 00:04:52.699 Rico Rejoso: Which, which, spreadsheet were we using for when we reviewed this with Tom and the team?
37 00:04:53.040 ⇒ 00:05:06.540 Elizah Joy: When we reviewed that one, this one, we used the monthly software. The challenge here was that, it was not reading the entire column, because we had the section in here.
38 00:05:06.760 ⇒ 00:05:11.589 Elizah Joy: So, what we… what, Mustafa originally, like.
39 00:05:12.350 ⇒ 00:05:20.929 Elizah Joy: suggested is that we remove this section and then the other columns that we have, so we ended up with this one. This was the one that we have.
40 00:05:21.200 ⇒ 00:05:26.199 Elizah Joy: pushed in Omni. So this, this is the spreadsheet that we have in there.
41 00:05:29.370 ⇒ 00:05:30.070 Rico Rejoso: Okay.
42 00:05:30.640 ⇒ 00:05:31.710 Elizah Joy: And so that…
43 00:05:31.770 ⇒ 00:05:36.469 Rico Rejoso: column here for the monthly one, right? Where did you create the column for the monthly?
44 00:05:37.090 ⇒ 00:05:50.360 Elizah Joy: That was… I haven’t created that one yet, so I haven’t added that one there… it… here, so that was what I was asking Mustafa, is that if I could edit this one and add in this monthly?
45 00:05:50.820 ⇒ 00:05:55.889 Elizah Joy: like, for this section, there’ll be a January section, February, March…
46 00:05:56.030 ⇒ 00:06:01.969 Elizah Joy: So that we can see, like, the monthly… Cost for each.
47 00:06:03.930 ⇒ 00:06:05.629 Rico Rejoso: And what did Mustafa reply?
48 00:06:06.080 ⇒ 00:06:08.909 Elizah Joy: Nothing yet, so…
49 00:06:08.910 ⇒ 00:06:12.290 Rico Rejoso: So, basically, there’s no progress here still, because you’re still.
50 00:06:12.290 ⇒ 00:06:13.570 Elizah Joy: Yeah.
51 00:06:13.820 ⇒ 00:06:19.150 Elizah Joy: Yep, no progress here, but this is the priority for today, so that I can close this one off.
52 00:06:19.400 ⇒ 00:06:32.290 Rico Rejoso: Okay, no, no worries. I was under the impression that you mentioned that you already inserted a column to a part of the spreadsheet, whichever it is, multi-software, software review, and it’s not showing on the Omni dashboard.
53 00:06:32.580 ⇒ 00:06:33.660 Elizah Joy: Yeah, yeah.
54 00:06:33.660 ⇒ 00:06:35.710 Rico Rejoso: So there were no actions taken yet.
55 00:06:36.600 ⇒ 00:06:41.199 Elizah Joy: Yep, not yet on this one, because it’s basically not showing in Omni yet.
56 00:06:41.510 ⇒ 00:06:43.210 Rico Rejoso: Okay, well, if you…
57 00:06:46.580 ⇒ 00:06:53.220 Rico Rejoso: I mean… if you’re using the monthly software, and just, you’re just using the Software ReviewDB,
58 00:06:53.390 ⇒ 00:06:56.300 Rico Rejoso: for the sake of uploading it to Omni, since this is the.
59 00:06:56.300 ⇒ 00:06:57.210 Elizah Joy: Hmm.
60 00:06:57.210 ⇒ 00:07:02.630 Rico Rejoso: then maybe if you create a monthly… a column in monthly software for January, then have
61 00:07:03.130 ⇒ 00:07:05.969 Rico Rejoso: in the Software Review DB, which will show up
62 00:07:06.300 ⇒ 00:07:13.550 Rico Rejoso: whatever is in the column in the monthly software. That way, when you edit the monthly software, it will show on Software ReviewDB.
63 00:07:14.300 ⇒ 00:07:18.570 Elizah Joy: Okay, so, we’ll just have, like, one spreadsheet.
64 00:07:18.620 ⇒ 00:07:24.529 Rico Rejoso: No, no, what I mean is that, let’s say, for example, It’s the annotation, okay.
65 00:07:24.640 ⇒ 00:07:28.130 Rico Rejoso: You created one here, right? You say you add a column here.
66 00:07:28.420 ⇒ 00:07:29.820 Elizah Joy: Mmm. Or…
67 00:07:29.820 ⇒ 00:07:41.239 Rico Rejoso: month of January, month of February, let’s say. Then you… for now, I don’t know how we can automate that, since this one, the value of all of this will change whenever you updated the number of active users in the seats, right?
68 00:07:41.270 ⇒ 00:07:53.660 Rico Rejoso: So there’s no way that we can get a snapshot of the value for the month. So whenever… I mean, whenever we’re approaching the end of month, for now, we just have to do it manually. Like.
69 00:07:53.660 ⇒ 00:07:54.640 Elizah Joy: Hmm…
70 00:07:55.840 ⇒ 00:08:13.939 Rico Rejoso: Right, so for the month of February, since it’s ending, the total value that we have here, or the monthly cost that we have here, should be, rewrite, or rewritten to the column for month of February, right? Then that val… or those values should show up here.
71 00:08:14.350 ⇒ 00:08:22.370 Rico Rejoso: Once you move to the software review DB, create a column there for the month of February, then just link, or just put an equal sign into the.
72 00:08:22.880 ⇒ 00:08:23.480 Elizah Joy: Yeah.
73 00:08:23.480 ⇒ 00:08:24.600 Rico Rejoso: sell here.
74 00:08:25.190 ⇒ 00:08:26.400 Elizah Joy: Yep.
75 00:08:26.400 ⇒ 00:08:31.029 Rico Rejoso: Or you can look… you can have a formula, like a lookup, or what do you call this?
76 00:08:31.160 ⇒ 00:08:32.920 Rico Rejoso: look a formula for that, so when I.
77 00:08:32.929 ⇒ 00:08:33.469 Elizah Joy: Yeah.
78 00:08:33.470 ⇒ 00:08:38.909 Rico Rejoso: It’s trying to… so whenever you sort it out, or you filter it out, it will show up.
79 00:08:39.100 ⇒ 00:08:41.750 Rico Rejoso: Depending on the name of the tool, right?
80 00:08:41.929 ⇒ 00:08:50.469 Elizah Joy: Yeah. Okay, yep. I’ll do… I’ll do that one. So basically, it’s just the current month and previous month, not the monthly.
81 00:08:51.059 ⇒ 00:08:52.699 Elizah Joy: One that we can do.
82 00:08:52.909 ⇒ 00:08:54.429 Elizah Joy: If that makes sense.
83 00:08:54.430 ⇒ 00:08:57.499 Rico Rejoso: We’re looking to get all of the month, right? This one.
84 00:08:57.500 ⇒ 00:08:58.130 Elizah Joy: Don’t you know.
85 00:08:58.130 ⇒ 00:08:59.869 Rico Rejoso: Right now is for the month of…
86 00:09:00.240 ⇒ 00:09:03.470 Rico Rejoso: Were there any changes here, or none yet?
87 00:09:04.060 ⇒ 00:09:10.460 Elizah Joy: Yep, just, we also have, like, to add in Whisper, so we’re gonna move from that.
88 00:09:10.680 ⇒ 00:09:13.680 Elizah Joy: But yeah, nothing changed much from here.
89 00:09:13.950 ⇒ 00:09:17.129 Elizah Joy: To this compared to the software reviewDB.
90 00:09:17.770 ⇒ 00:09:20.510 Rico Rejoso: So there were changes in the software review DB.
91 00:09:20.880 ⇒ 00:09:21.850 Elizah Joy: Mmm.
92 00:09:22.570 ⇒ 00:09:23.869 Rico Rejoso: What’s the changes?
93 00:09:24.320 ⇒ 00:09:30.119 Elizah Joy: We have here the GitHub, we did increase that one to 18.
94 00:09:30.390 ⇒ 00:09:35.110 Elizah Joy: So we did increase on that, and then Lou, this one, not yet.
95 00:09:35.770 ⇒ 00:09:41.380 Rico Rejoso: Okay, so monthly software and Software ReviewDB are not identical anymore, since you made changes already.
96 00:09:41.380 ⇒ 00:09:42.290 Elizah Joy: Damn.
97 00:09:42.420 ⇒ 00:09:43.540 Elizah Joy: Yep, yep.
98 00:09:44.380 ⇒ 00:09:44.990 Rico Rejoso: Alright.
99 00:09:44.990 ⇒ 00:09:45.819 Elizah Joy: That’s true.
100 00:09:45.820 ⇒ 00:09:51.769 Rico Rejoso: That would be confusing, because you should have deleted the monthly software from the first place, if you’re not gonna update this one.
101 00:09:52.510 ⇒ 00:09:53.379 Elizah Joy: Right,
102 00:09:53.570 ⇒ 00:09:58.069 Rico Rejoso: Because what’s the purpose of the monthly software spreadsheet, if you’re not gonna update this?
103 00:09:58.680 ⇒ 00:10:10.110 Elizah Joy: Yep, so I’ll update this one. That was what I was asking Mustafa for, if, I would just have to create a column, but, I haven’t, like, synced it yet with this one.
104 00:10:10.110 ⇒ 00:10:12.210 Rico Rejoso: No, what I’m asking is that…
105 00:10:12.470 ⇒ 00:10:19.519 Rico Rejoso: You have the monthly software and software review, DB. What’s the purpose of having two spreadsheets for all the softwares?
106 00:10:20.210 ⇒ 00:10:27.639 Elizah Joy: Because we want still these data, if that makes sense, but we cannot add this to the Omni dashboard.
107 00:10:27.640 ⇒ 00:10:36.249 Rico Rejoso: of all this data if you’re not updating it? Because you mentioned that you updated the software reviewDB, but you didn’t update the monthly software spreadsheet.
108 00:10:36.450 ⇒ 00:10:37.250 Rico Rejoso: Right?
109 00:10:37.470 ⇒ 00:10:42.660 Elizah Joy: Oh, this one, yeah, this one has been updated, so this one’s for the Omni dashboard.
110 00:10:43.100 ⇒ 00:10:58.430 Rico Rejoso: I know. Okay, that’s confusing. What I’m asking is that if you’re gonna create a database wherein it’s for the sake of just, you know, uploading those, values, or let’s say those details in Omni, make sure that those… both of them are identical, meaning that the.
111 00:10:58.430 ⇒ 00:10:59.160 Elizah Joy: Mmm.
112 00:10:59.160 ⇒ 00:11:17.440 Rico Rejoso: in the software review database should be coming from the monthly software, right? So whenever you update the monthly software for the view of the team, it should also show up in software reviewDB, and you don’t have to manually do it if you created a formula that could look up the tools here.
113 00:11:17.600 ⇒ 00:11:20.270 Rico Rejoso: And provide all the data here, right?
114 00:11:20.750 ⇒ 00:11:23.229 Elizah Joy: Mmm, yeah, that’s why it’s still in progress.
115 00:11:23.230 ⇒ 00:11:28.450 Rico Rejoso: So, if you’re gonna update both of them at the same time whenever you’re updating the tools, let’s say…
116 00:11:28.790 ⇒ 00:11:31.079 Rico Rejoso: You mentioned GitHub, right? GitHub is
117 00:11:31.810 ⇒ 00:11:34.880 Rico Rejoso: Software ReviewDB, is it updated here in the Monty Software?
118 00:11:35.790 ⇒ 00:11:38.659 Elizah Joy: Mmm, let me check, I don’t think so.
119 00:11:39.080 ⇒ 00:11:41.749 Elizah Joy: Yep, yeah, it’s been updated.
120 00:11:43.150 ⇒ 00:11:44.739 Rico Rejoso: So are they identical or not?
121 00:11:44.740 ⇒ 00:11:45.350 Elizah Joy: scene.
122 00:11:45.700 ⇒ 00:11:47.440 Elizah Joy: Yep, they are.
123 00:11:47.650 ⇒ 00:11:49.619 Elizah Joy: So yeah, 21…
124 00:11:50.020 ⇒ 00:11:54.960 Rico Rejoso: So what’s the current process? What are you doing right now? You’re manually updating both of the spreadsheets?
125 00:11:56.580 ⇒ 00:11:59.270 Elizah Joy: No, just for that one.
126 00:11:59.550 ⇒ 00:12:11.890 Elizah Joy: Because this one is for Omni, that’s what the goal is. So the software reconciliation has been done. We are supposed to, like, review that last Friday, but I wasn’t invited to the call.
127 00:12:12.090 ⇒ 00:12:13.949 Rico Rejoso: No worries about that, okay?
128 00:12:13.950 ⇒ 00:12:14.740 Elizah Joy: Yeah.
129 00:12:14.740 ⇒ 00:12:21.249 Rico Rejoso: What we’re trying to resolve here is for you to avoid updating two spreadsheets, for the same… for the same…
130 00:12:21.960 ⇒ 00:12:23.389 Rico Rejoso: For the same thing, right?
131 00:12:23.390 ⇒ 00:12:24.100 Elizah Joy: Yeah.
132 00:12:24.100 ⇒ 00:12:31.349 Rico Rejoso: same tools. Let’s say you’re gonna update GitHub, you have to go to the monthly software, update it, then go to the software review database and update it.
133 00:12:31.620 ⇒ 00:12:37.599 Rico Rejoso: That would be… that would create a hustle. I mean, why not just create the one that… you know.
134 00:12:38.370 ⇒ 00:12:41.599 Rico Rejoso: Just one where you can gather all the data and update in one place.
135 00:12:42.040 ⇒ 00:12:43.369 Elizah Joy: Yeah.
136 00:12:44.300 ⇒ 00:12:46.439 Rico Rejoso: Are you getting what I’m saying, or is there…
137 00:12:46.440 ⇒ 00:12:54.240 Elizah Joy: Yeah, I do understand what you’re saying. It’s just that this, as I mentioned earlier, this is not complete yet.
138 00:12:56.930 ⇒ 00:13:04.200 Elizah Joy: Right, so I think what you’re… I understand what you’re trying to say, it’s just that the formula here is that’s…
139 00:13:04.530 ⇒ 00:13:06.509 Elizah Joy: That can be added today.
140 00:13:09.470 ⇒ 00:13:10.100 Rico Rejoso: Okay.
141 00:13:11.190 ⇒ 00:13:13.969 Rico Rejoso: So just make sure that those are identical, because…
142 00:13:13.970 ⇒ 00:13:14.550 Elizah Joy: Yeah.
143 00:13:14.550 ⇒ 00:13:20.150 Rico Rejoso: Seeing the data if you’re… If you’re manually updating two spreadsheets with the same meaning.
144 00:13:20.270 ⇒ 00:13:21.030 Rico Rejoso: Okay.
145 00:13:21.030 ⇒ 00:13:22.140 Elizah Joy: Yeah.
146 00:13:22.140 ⇒ 00:13:26.979 Rico Rejoso: They serve two different purposes, one for Omni, one for the management review.
147 00:13:27.190 ⇒ 00:13:28.060 Rico Rejoso: I mean.
148 00:13:28.560 ⇒ 00:13:37.129 Rico Rejoso: I don’t get if… why do we… why we have to have two different views if we’re just using the same thing all over. The… the formula…
149 00:13:37.590 ⇒ 00:13:40.840 Rico Rejoso: what do you call this? The monthly cost and annual… Because…
150 00:13:42.220 ⇒ 00:13:45.979 Rico Rejoso: This one can be… you don’t need this view, to be honest.
151 00:13:46.370 ⇒ 00:13:51.659 Rico Rejoso: Maybe we do, when we do end of meeting, but once we have the software dashboard, we can probably…
152 00:13:51.660 ⇒ 00:13:52.530 Elizah Joy: Mmm.
153 00:13:52.530 ⇒ 00:13:54.210 Rico Rejoso: There instead, right?
154 00:13:54.390 ⇒ 00:13:55.380 Elizah Joy: Yeah.
155 00:13:55.850 ⇒ 00:14:06.149 Rico Rejoso: So there’s no need for two different spreadsheets. If we can, like, consolidate those, or if we can just create one spreadsheet where we gather all, or where we get all those data from.
156 00:14:07.290 ⇒ 00:14:14.420 Rico Rejoso: up on a different database, then why not do that, okay? We’re just trying to make your life easier when it comes to editing this one.
157 00:14:15.190 ⇒ 00:14:16.310 Elizah Joy: Yep.
158 00:14:16.310 ⇒ 00:14:17.950 Rico Rejoso: And this one, we don’t have to…
159 00:14:18.500 ⇒ 00:14:20.900 Rico Rejoso: You don’t have to keep doing this.
160 00:14:21.400 ⇒ 00:14:26.780 Rico Rejoso: I don’t know, this has been here for the past… for the last week, right? We have to close this task out.
161 00:14:26.970 ⇒ 00:14:28.790 Rico Rejoso: We should move on to the Nestas.
162 00:14:29.270 ⇒ 00:14:30.889 Elizah Joy: And this, this thinking…
163 00:14:30.890 ⇒ 00:14:31.910 Rico Rejoso: Too much time.
164 00:14:33.280 ⇒ 00:14:35.300 Elizah Joy: Which one? The software dashboard?
165 00:14:35.300 ⇒ 00:14:40.020 Rico Rejoso: Yeah, we’re already approaching the start of the month, so we wanted to.
166 00:14:40.020 ⇒ 00:14:41.210 Elizah Joy: Yeah.
167 00:14:41.600 ⇒ 00:14:44.399 Elizah Joy: Actually, yeah, we did discuss that this…
168 00:14:44.570 ⇒ 00:14:48.890 Elizah Joy: Month, actually. I’m sorry, not this month, but this Friday.
169 00:14:49.330 ⇒ 00:14:51.979 Elizah Joy: So, for the software dashboard…
170 00:14:54.960 ⇒ 00:14:55.460 Rico Rejoso: Yeah.
171 00:14:56.000 ⇒ 00:15:01.399 Rico Rejoso: I think the only action item we have there is to add the column for monthly in the software itself.
172 00:15:01.400 ⇒ 00:15:03.160 Elizah Joy: Yeah.
173 00:15:03.160 ⇒ 00:15:04.660 Rico Rejoso: Has it been closed out yet.
174 00:15:05.050 ⇒ 00:15:06.030 Elizah Joy: Yeah. Okay.
175 00:15:08.750 ⇒ 00:15:10.790 Rico Rejoso: What are the other things that you’re working on?
176 00:15:11.370 ⇒ 00:15:16.050 Elizah Joy: Another for finance is the Figma…
177 00:15:16.690 ⇒ 00:15:23.359 Elizah Joy: Figma workflow process, so for, it’s gonna be the finance Figma for per project.
178 00:15:23.510 ⇒ 00:15:27.719 Elizah Joy: So that’s on the end of my list. This is my…
179 00:15:27.720 ⇒ 00:15:29.700 Rico Rejoso: Last week, Friday, right?
180 00:15:29.700 ⇒ 00:15:30.620 Elizah Joy: Yeah.
181 00:15:30.960 ⇒ 00:15:34.630 Elizah Joy: Nothing yet, so I haven’t, done the Figma yet.
182 00:15:34.810 ⇒ 00:15:36.629 Rico Rejoso: What did we close out last Friday?
183 00:15:37.060 ⇒ 00:15:53.979 Elizah Joy: So, the… for last Friday, the AOR spreadsheet, the software expense, so that’s the spreadsheet. I did, update it, like, the reimbursement process that we have, and then send that over to the finance team.
184 00:15:54.050 ⇒ 00:16:02.640 Elizah Joy: Email notification process for the amended contracts, and then the offboarding process where we set up the meetings.
185 00:16:04.520 ⇒ 00:16:05.210 Rico Rejoso: Okay.
186 00:16:05.330 ⇒ 00:16:06.770 Rico Rejoso: So, email note…
187 00:16:07.370 ⇒ 00:16:17.539 Rico Rejoso: Notification for payroll changes, it’s just a small thing for the finance process mapping. Yeah. You should have done the workflow afterwards. What happened?
188 00:16:27.380 ⇒ 00:16:35.020 Rico Rejoso: You mentioned the email notification, or the added process for the finance process map is done right. What was the other thing?
189 00:16:43.280 ⇒ 00:16:44.160 Rico Rejoso: Hello?
190 00:17:27.099 ⇒ 00:17:28.929 Rico Rejoso: I’m Eliza, you there?
191 00:17:43.520 ⇒ 00:17:45.990 Rico Rejoso: Okay, I don’t know, I can’t hear you.
192 00:17:49.300 ⇒ 00:17:50.760 Rico Rejoso: Might have to check your audio.
193 00:17:51.080 ⇒ 00:17:52.140 Rico Rejoso: I know what happened.
194 00:17:59.100 ⇒ 00:18:00.179 Elizah Joy: Can you hear me?
195 00:18:00.740 ⇒ 00:18:01.750 Rico Rejoso: Yup, can hear you now.
196 00:18:02.110 ⇒ 00:18:02.950 Elizah Joy: Okay.
197 00:18:04.210 ⇒ 00:18:07.050 Elizah Joy: Okay, and then where was I?
198 00:18:07.960 ⇒ 00:18:15.489 Rico Rejoso: I need you to list out the tests. I mean, there were, like, a set of tests that we did last week, right? You mentioned that you would do last week. I need you to.
199 00:18:15.490 ⇒ 00:18:16.100 Elizah Joy: Mmm…
200 00:18:16.100 ⇒ 00:18:18.070 Rico Rejoso: It was closed out last week.
201 00:18:18.270 ⇒ 00:18:19.129 Rico Rejoso: Because I cannot.
202 00:18:19.130 ⇒ 00:18:19.510 Elizah Joy: Yep.
203 00:18:19.510 ⇒ 00:18:26.189 Rico Rejoso: you are… we cannot assign any more tasks if we are fully loaded for this week, and I believe some of the tasks were carried over from last week.
204 00:18:26.420 ⇒ 00:18:27.180 Rico Rejoso: Right, so we need.
205 00:18:28.150 ⇒ 00:18:30.130 Rico Rejoso: It was done on… if they are done or not.
206 00:18:42.810 ⇒ 00:18:48.109 Rico Rejoso: Okay, you mentioned the consolidated expense request policy and the reimbursement documentation is done, right?
207 00:18:52.160 ⇒ 00:18:54.010 Rico Rejoso: Okay, I can’t hear you again.
208 00:19:07.020 ⇒ 00:19:08.999 Elizah Joy: Okay, can you hear me?
209 00:19:09.370 ⇒ 00:19:10.610 Rico Rejoso: Yep, I can hear you now.
210 00:19:10.890 ⇒ 00:19:17.259 Elizah Joy: Okay, yep, so the software expense dashboard… And then…
211 00:19:18.170 ⇒ 00:19:20.690 Elizah Joy: Just a Figma Finance for project.
212 00:19:22.000 ⇒ 00:19:24.079 Elizah Joy: It’s open from last week.
213 00:19:29.720 ⇒ 00:19:33.799 Rico Rejoso: Figma… That’s the workflow, right?
214 00:19:34.050 ⇒ 00:19:37.400 Elizah Joy: Yeah, the workflow, because I did have that,
215 00:19:37.650 ⇒ 00:19:41.570 Elizah Joy: And the la- last of my list from Friday.
216 00:19:42.230 ⇒ 00:19:42.940 Rico Rejoso: Okay.
217 00:19:55.420 ⇒ 00:19:56.230 Rico Rejoso: Okay.
218 00:19:56.830 ⇒ 00:19:59.260 Rico Rejoso: Did you post a requirement for the dashboard?
219 00:19:59.500 ⇒ 00:20:03.690 Elizah Joy: Yep, so that’s already been sent to the platform.
220 00:20:03.910 ⇒ 00:20:06.430 Elizah Joy: channel, I did have that scheduled.
221 00:20:09.860 ⇒ 00:20:11.579 Rico Rejoso: Yesterday, right? I just saw it.
222 00:20:11.580 ⇒ 00:20:13.640 Elizah Joy: Yeah, yesterday.
223 00:20:18.420 ⇒ 00:20:21.109 Rico Rejoso: Alrighty, great. Thank you for that.
224 00:20:21.520 ⇒ 00:20:27.039 Rico Rejoso: And… You mentioned the reimbursement documentation, and were we able to send it out to finance?
225 00:20:27.350 ⇒ 00:20:28.060 Rico Rejoso: For the month.
226 00:20:28.060 ⇒ 00:20:32.400 Elizah Joy: Yeah, I did send the, expenses, the…
227 00:20:32.710 ⇒ 00:20:38.890 Elizah Joy: Okay, the invoices that we have for the team, so that’s been… Emailed to the finance team.
228 00:20:39.190 ⇒ 00:20:42.439 Rico Rejoso: Did you get any response? What were the reply for it?
229 00:20:42.440 ⇒ 00:20:55.580 Elizah Joy: Nothing yet on my end. I haven’t had a response yet, but I’ll check in with Megan if she had any questions. What I did do is that I did input the… together with the invoice, is the…
230 00:20:55.820 ⇒ 00:20:57.740 Elizah Joy: Information that we have.
231 00:20:57.900 ⇒ 00:21:00.760 Elizah Joy: Like, the ones that the team has filled out.
232 00:21:01.460 ⇒ 00:21:05.379 Elizah Joy: So, like, the context for each invoice, so that…
233 00:21:05.380 ⇒ 00:21:15.719 Rico Rejoso: Seeing that, can you make sure that you CC me on those kind of documents? Okay. So whenever they got a response, it’s either you or me can reply back to finance.
234 00:21:15.720 ⇒ 00:21:16.500 Elizah Joy: Okay.
235 00:21:16.500 ⇒ 00:21:20.170 Rico Rejoso: We don’t want you to be the bottleneck or me in the bottleneck.
236 00:21:20.390 ⇒ 00:21:21.170 Rico Rejoso: Yes.
237 00:21:21.170 ⇒ 00:21:26.819 Elizah Joy: Would it be helpful if I just send that out from the operations email?
238 00:21:26.820 ⇒ 00:21:28.399 Rico Rejoso: Should have done it that first time, yeah.
239 00:21:28.540 ⇒ 00:21:29.360 Elizah Joy: Okay.
240 00:21:29.510 ⇒ 00:21:30.370 Elizah Joy: Got it.
241 00:21:36.160 ⇒ 00:21:40.300 Elizah Joy: Okay, so yeah, and then for today would be…
242 00:21:41.010 ⇒ 00:21:44.910 Elizah Joy: Submitting the Clockify hours to finance.
243 00:21:45.360 ⇒ 00:21:50.190 Rico Rejoso: Okay, great. What was the time that we wanted to send it out?
244 00:21:51.150 ⇒ 00:21:53.479 Elizah Joy: The hours to finance?
245 00:21:53.480 ⇒ 00:21:55.619 Rico Rejoso: Yeah, what time would we be sending those?
246 00:21:56.110 ⇒ 00:22:06.500 Elizah Joy: Ideally by 12 noon this, like, today, this afternoon, 12 noon Eastern, but there’s still a couple of team members who hasn’t
247 00:22:06.620 ⇒ 00:22:15.939 Elizah Joy: updated their hours in Clockify. I have already pinged Demi for this, and he’s already all mentioned that he’ll get those updated, but I…
248 00:22:16.190 ⇒ 00:22:19.100 Elizah Joy: I’ve been seeing that being updated yet.
249 00:22:19.940 ⇒ 00:22:25.420 Elizah Joy: And then I did ping a couple, like, the other team members as well.
250 00:22:25.850 ⇒ 00:22:27.330 Elizah Joy: So, yeah.
251 00:22:27.520 ⇒ 00:22:34.770 Elizah Joy: Ideally by 12 noon Eastern today, if not the latest would be 3 p.m. Eastern.
252 00:22:37.760 ⇒ 00:22:41.920 Rico Rejoso: Okay, yeah, let’s do it around 2PM, 2 or 3 p.m. Eastern.
253 00:22:41.920 ⇒ 00:22:43.449 Elizah Joy: Okay.
254 00:22:43.830 ⇒ 00:22:48.620 Rico Rejoso: Inform finance ahead of time that we’ll be sending it out by 3PM Eastern.
255 00:22:49.110 ⇒ 00:22:55.279 Rico Rejoso: They’re probably gonna ask us around later this week, requesting for the final hours.
256 00:22:55.750 ⇒ 00:22:56.660 Elizah Joy: Hmm.
257 00:22:57.010 ⇒ 00:22:57.810 Elizah Joy: Important.
258 00:22:57.810 ⇒ 00:23:02.070 Rico Rejoso: Dubai Finance, we’ll be setting the final hours around this time.
259 00:23:02.810 ⇒ 00:23:03.520 Elizah Joy: Okay, okay.
260 00:23:03.520 ⇒ 00:23:09.169 Rico Rejoso: would be a good thing, because I believe we want to send out the client invoice ASAP.
261 00:23:10.340 ⇒ 00:23:11.540 Elizah Joy: Okay.
262 00:23:11.940 ⇒ 00:23:12.799 Rico Rejoso: What do you think?
263 00:23:13.410 ⇒ 00:23:15.400 Elizah Joy: I think…
264 00:23:19.240 ⇒ 00:23:32.809 Elizah Joy: Around 1PM should be good, right? I mean… Yeah, just an hour difference would be okay, an hour difference between the client and then the, client and then the team invoice, so that they’re not far apart.
265 00:23:33.100 ⇒ 00:23:41.650 Rico Rejoso: No, no, what I mean is that when should we… whenever you… whenever you send out that spreadsheet, that spreadsheet contains both the team hours and the…
266 00:23:41.650 ⇒ 00:23:42.390 Elizah Joy: Yeah.
267 00:23:42.950 ⇒ 00:23:43.350 Rico Rejoso: I mean…
268 00:23:43.350 ⇒ 00:23:44.279 Elizah Joy: And the client.
269 00:23:44.490 ⇒ 00:23:45.639 Rico Rejoso: Or today, you can.
270 00:23:45.640 ⇒ 00:23:46.530 Elizah Joy: Oh, okay.
271 00:23:46.530 ⇒ 00:23:50.509 Rico Rejoso: hours and 15 hours from that, right? As long as it’s only a good one.
272 00:23:50.880 ⇒ 00:24:01.650 Rico Rejoso: Right? But we want to make sure that, hey, when we send a message to say finance, we’ll be sending out the end-of-month hours for both client and team members around 12 p.m. Central Time.
273 00:24:02.990 ⇒ 00:24:07.330 Rico Rejoso: We just want to let them know beforehand, because they’ll ping us out later, trust me.
274 00:24:07.670 ⇒ 00:24:12.470 Elizah Joy: Okay, yep, I’ll keep that in mind. I’ll do send that over right after.
275 00:24:12.890 ⇒ 00:24:14.060 Elizah Joy: Very cool.
276 00:24:14.470 ⇒ 00:24:21.760 Rico Rejoso: Alright, and you mentioned the one that you’re… the one you’re still working on is the finance process map workflow diagram, right?
277 00:24:22.100 ⇒ 00:24:26.049 Elizah Joy: Yep, so that one, and then the dashboard for software.
278 00:24:27.060 ⇒ 00:24:27.430 Rico Rejoso: Okay.
279 00:24:27.430 ⇒ 00:24:35.270 Elizah Joy: So just those two for finance, and then all of my tasks from last week should be closed off.
280 00:24:35.270 ⇒ 00:24:44.630 Rico Rejoso: Okay, great, great. Let’s get that done. Let’s focus on that first, okay, because we’re gonna get requests from Utam tomorrow about his priorities for this week, and I’m also gonna
281 00:24:44.900 ⇒ 00:24:50.009 Rico Rejoso: things that we can explore. Take note, Eliza, as you are working on the operations, mainly.
282 00:24:50.130 ⇒ 00:25:00.449 Rico Rejoso: if there are tasks that you can… that we wanted to automate, let’s discuss that, okay? Because we want as much as the tasks that we should have been doing automated.
283 00:25:01.710 ⇒ 00:25:07.609 Rico Rejoso: The purpose is that we don’t want you to keep on editing stuff that can be automated at the same time to make your life easier, all right?
284 00:25:07.610 ⇒ 00:25:08.139 Elizah Joy: the whole book of the.
285 00:25:08.140 ⇒ 00:25:09.050 Rico Rejoso: bigger picture.
286 00:25:09.790 ⇒ 00:25:10.560 Elizah Joy: Yep.
287 00:25:10.560 ⇒ 00:25:20.009 Rico Rejoso: Take note of that, or maybe send it to me via DM, so we can, you know, consolidate every week or every day, and list it down, and present it to the AI team, or the platform.
288 00:25:20.520 ⇒ 00:25:24.009 Elizah Joy: Mmm, so that’s for the dashboard requirements, right? Or…
289 00:25:24.010 ⇒ 00:25:24.540 Rico Rejoso: Sure.
290 00:25:24.540 ⇒ 00:25:25.750 Elizah Joy: For all the tasks.
291 00:25:25.750 ⇒ 00:25:39.189 Rico Rejoso: for all the tasks that we’re doing, just take a look at it, just, you know, quick… get a quick step back, take a good view, and just see where can we put in automation, right? Because right now, the platform team are requesting, you know.
292 00:25:39.340 ⇒ 00:25:41.949 Rico Rejoso: Where can they help with automations?
293 00:25:42.760 ⇒ 00:25:51.839 Rico Rejoso: So, we don’t want them to be, like, no, to be, like, have free time every day. They wanted to work on stuff here and there, so let’s just gather up those lists.
294 00:25:52.010 ⇒ 00:25:55.849 Rico Rejoso: And maybe provide them something to work on that can help us further.
295 00:25:55.850 ⇒ 00:25:56.530 Elizah Joy: Beautiful.
296 00:25:56.640 ⇒ 00:25:59.920 Elizah Joy: Yep, I’ll do… Start thinking about that.
297 00:26:00.410 ⇒ 00:26:11.880 Rico Rejoso: Alrighty. Yeah, I think that’s it for today. I’ll probably have to ping you if ever there are new stuff coming in. But yeah, take note, I’m checking in, like, around afternoon, or…
298 00:26:11.880 ⇒ 00:26:12.380 Elizah Joy: Yep.
299 00:26:12.950 ⇒ 00:26:20.919 Rico Rejoso: with you if there are any tests that you’re working on and stuff. But yeah, let’s try to close out, some of the things that you have remaining from the last week, okay?
300 00:26:21.210 ⇒ 00:26:36.009 Elizah Joy: Alright, and then just a quick question. So, we haven’t done the monthly review last Friday, or I don’t know if we’ve done that already, but do… we still want to do that tomorrow for the ops planning, is that right?
301 00:26:36.010 ⇒ 00:26:40.759 Rico Rejoso: Tomorrow for operations, yeah, let’s just… let’s just have one weekend of what… end of.
302 00:26:41.290 ⇒ 00:26:50.960 Rico Rejoso: for coming on tomorrow of the operations team, okay? So we’ll probably have to use the one that we set up, for the end of month for tomorrow.
303 00:26:51.590 ⇒ 00:26:57.320 Elizah Joy: Okay, okay. And then… I did, send it over to Bryle, and…
304 00:26:57.470 ⇒ 00:27:06.369 Elizah Joy: Kayla, if they do have any updates. The thing is, Kayla is asking if we could reschedule the ops meeting.
305 00:27:06.590 ⇒ 00:27:09.589 Rico Rejoso: No, I, actually informed her that
306 00:27:09.700 ⇒ 00:27:15.880 Rico Rejoso: the time that we have with UCon is… like… We call this.
307 00:27:16.300 ⇒ 00:27:18.069 Elizah Joy: Very important, yeah.
308 00:27:18.510 ⇒ 00:27:24.160 Rico Rejoso: So, the… It was pretty, slammed with schedules already, so…
309 00:27:24.160 ⇒ 00:27:24.710 Elizah Joy: Yeah.
310 00:27:24.710 ⇒ 00:27:29.140 Rico Rejoso: I inform her that if you want to set up a different LinkedIn for…
311 00:27:29.250 ⇒ 00:27:32.050 Rico Rejoso: Equipment, feel free to do so.
312 00:27:32.590 ⇒ 00:27:33.790 Elizah Joy: Okay.
313 00:27:34.010 ⇒ 00:27:34.800 Elizah Joy: Okay.
314 00:27:36.150 ⇒ 00:27:38.810 Rico Rejoso: And that’s not adjust for a simple person, if you give it just.
315 00:27:38.810 ⇒ 00:27:39.610 Elizah Joy: Yeah.
316 00:27:39.950 ⇒ 00:27:41.070 Elizah Joy: Okay.
317 00:27:42.150 ⇒ 00:27:43.820 Elizah Joy: Alright.
318 00:27:43.820 ⇒ 00:27:44.780 Rico Rejoso: Anything else?
319 00:27:45.120 ⇒ 00:27:51.900 Elizah Joy: Nothing else, just that on my end. And I’ll do, message you on Slack if I do have any questions.
320 00:27:51.900 ⇒ 00:27:54.820 Rico Rejoso: Okay. By the way, we didn’t get any,
321 00:27:55.420 ⇒ 00:28:05.009 Rico Rejoso: Because it’s response coming from either of our service leads, right? Either Sam or Awish. Yeah, not yet. I haven’t seen any responses from them.
322 00:28:05.010 ⇒ 00:28:09.709 Elizah Joy: This morning, I did re-ping, Sam in Awash.
323 00:28:09.960 ⇒ 00:28:21.370 Elizah Joy: Just in case, they missed it again. But yeah, I did, ping them. But I think if I… we have… we have… we don’t get any response yet up until…
324 00:28:21.650 ⇒ 00:28:24.350 Elizah Joy: 2pm Eastern today.
325 00:28:24.530 ⇒ 00:28:28.900 Elizah Joy: I think we… Should go ahead with their list, because that’s been…
326 00:28:29.730 ⇒ 00:28:33.409 Elizah Joy: A task since, like, the previous week.
327 00:28:33.550 ⇒ 00:28:35.309 Elizah Joy: Not last week.
328 00:28:35.310 ⇒ 00:28:40.710 Rico Rejoso: Got it, yeah, I understand. It’s just that all response we got are from CSO, and.
329 00:28:40.710 ⇒ 00:28:42.070 Elizah Joy: Yeah, that’s true.
330 00:28:42.070 ⇒ 00:28:52.129 Rico Rejoso: Or aqua list of tasks, coming from our service leads, which means that they’ll have to… will have to stick with the formal documentation that was initially set up in the formal.
331 00:28:52.130 ⇒ 00:28:52.690 Elizah Joy: Yeah.
332 00:28:52.690 ⇒ 00:28:53.390 Rico Rejoso: document.
333 00:28:55.410 ⇒ 00:29:04.790 Rico Rejoso: I’ll think of that. If we’re good, I guess, if anything comes soon, just let me know. And also, make sure that you have all your tasks, and
334 00:29:05.990 ⇒ 00:29:08.499 Rico Rejoso: You have all your tasks in linear, because I checked.
335 00:29:08.500 ⇒ 00:29:08.980 Elizah Joy: Mmm.
336 00:29:08.980 ⇒ 00:29:12.299 Rico Rejoso: You only have the software expense reconciliation, right?
337 00:29:13.410 ⇒ 00:29:18.469 Elizah Joy: Mmm… For today, and then, yeah, a few finance…
338 00:29:19.040 ⇒ 00:29:19.969 Rico Rejoso: Yeah, you mentioned…
339 00:29:19.970 ⇒ 00:29:20.880 Elizah Joy: refinance.
340 00:29:20.880 ⇒ 00:29:25.009 Rico Rejoso: format for dashboard, right? But it’s not yet marked done in.
341 00:29:25.980 ⇒ 00:29:31.029 Rico Rejoso: And the expense request policy and reimbursement documentation, it’s not on linear as well.
342 00:29:31.350 ⇒ 00:29:34.310 Elizah Joy: Mmm, okay, yeah, I’ll do add that in the mix.
343 00:29:34.310 ⇒ 00:29:39.000 Rico Rejoso: And make sure that it’s added to the previous cycle, not this week’s cycle, okay?
344 00:29:39.000 ⇒ 00:29:40.390 Elizah Joy: Mmm, okay, okay.
345 00:29:40.500 ⇒ 00:29:42.690 Elizah Joy: Yep, I’ll do… update those.
346 00:29:43.380 ⇒ 00:29:43.970 Rico Rejoso: Okay.
347 00:29:44.380 ⇒ 00:29:49.510 Rico Rejoso: If nothing else, I guess we’re good. Thank you so much for the time. I don’t know if you need anything else via Slack, okay?
348 00:29:50.030 ⇒ 00:29:54.949 Elizah Joy: Yep, I will. Thank you so much, Rico. Thank you.