Meeting Title: Ops Sync Date: 2026-03-10 Meeting participants: Rico Rejoso, Elizah Joy
WEBVTT
1 00:00:39.060 ⇒ 00:00:41.010 Elizah Joy: Hi, Rico, how are you?
2 00:00:42.390 ⇒ 00:00:44.580 Rico Rejoso: Hey, Eliza. Good, how are you?
3 00:00:44.900 ⇒ 00:00:45.820 Elizah Joy: I’m good.
4 00:00:49.400 ⇒ 00:00:52.359 Rico Rejoso: Okay, let’s jump right in.
5 00:00:54.260 ⇒ 00:00:57.240 Rico Rejoso: Good, let’s check out all the tickets that we had yesterday.
6 00:01:08.550 ⇒ 00:01:27.670 Rico Rejoso: Start from top to bottom. Finance Aging Automation, this is blocked by me. I looked into the instructions, there was no really clear instructions on how to do it. I was looking into Zapier and QuickBooks and how to connect it. I don’t want to mess up with QuickBooks yet, so I haven’t exported yet. So, yeah,
7 00:01:29.060 ⇒ 00:01:35.530 Rico Rejoso: Let me do a quick research about this one and see how we can… Get it done.
8 00:01:36.180 ⇒ 00:01:43.090 Rico Rejoso: Right, and I can… and I can unblock you in this, alright? This one’s still blocked.
9 00:01:43.270 ⇒ 00:01:48.919 Rico Rejoso: advice is to get, to ping Mustaf again today, right?
10 00:01:50.460 ⇒ 00:01:56.340 Rico Rejoso: Alright, this is not high priority, so just inform Mustaf. Hey, Mustafa, if you have the time, can you, help me out on this?
11 00:01:56.950 ⇒ 00:01:58.130 Rico Rejoso: Whenever you can.
12 00:01:59.780 ⇒ 00:02:00.890 Elizah Joy: Yep, okay.
13 00:02:00.890 ⇒ 00:02:01.950 Rico Rejoso: follow up today.
14 00:02:02.210 ⇒ 00:02:03.580 Rico Rejoso: for this.
15 00:02:05.380 ⇒ 00:02:13.290 Rico Rejoso: Okay, this one was the… task that you accomplished yesterday, just moving to escalation, need
16 00:02:13.660 ⇒ 00:02:18.930 Rico Rejoso: I believe no one has yet to review the documents that you’ve sent, or the tasks that you’ve finished.
17 00:02:18.930 ⇒ 00:02:23.570 Elizah Joy: So one thing is to make sure that we send it out for checking by the team.
18 00:02:23.570 ⇒ 00:02:36.979 Rico Rejoso: Again, we are just the exec… we are just the one who’s gonna execute this, but, mainly this is to help out the team, right? And it is also great to get their feedback regarding this, right?
19 00:02:36.980 ⇒ 00:02:37.480 Elizah Joy: Yeah.
20 00:02:37.480 ⇒ 00:02:47.679 Rico Rejoso: First one would be the map, map out the finance AP process and the, weekly spreadsheet. Saw your feedback here, or your, comment to the thread. You mentioned that it has been added to the…
21 00:02:47.680 ⇒ 00:02:48.510 Elizah Joy: Hmm.
22 00:02:48.510 ⇒ 00:02:50.720 Rico Rejoso: The finance process map.
23 00:02:50.720 ⇒ 00:02:53.880 Elizah Joy: Yep, the finance process map as a subsection.
24 00:02:55.530 ⇒ 00:02:56.580 Elizah Joy: Okay.
25 00:02:56.960 ⇒ 00:03:00.600 Elizah Joy: I think just the spreadsheet that I’m…
26 00:03:00.780 ⇒ 00:03:08.489 Elizah Joy: I do have a question on… so, just the AP that we have to list out in this spreadsheet, right?
27 00:03:08.870 ⇒ 00:03:17.960 Rico Rejoso: Yeah, exactly to what we… Exactly to what we, discussed yesterday.
28 00:03:17.960 ⇒ 00:03:24.110 Elizah Joy: Do you have any questions in regards to the discussion yesterday? Nothing much. I did have…
29 00:03:24.830 ⇒ 00:03:28.900 Elizah Joy: like, I did understand that, just the AP that I’ve not listed.
30 00:03:31.040 ⇒ 00:03:36.250 Rico Rejoso: Alright, can you, can you tell me what you understand so far with the discussion yesterday?
31 00:03:37.190 ⇒ 00:03:42.089 Elizah Joy: So what we’re gonna do for the, like, the weekly recurrence that we’re…
32 00:03:42.100 ⇒ 00:03:55.500 Elizah Joy: planning to have is that for, like, on Mondays, we do add in, or run the AP review, so we’re gonna fill in the weekly AP worksheet that we have, which is yet to be updated, with the
33 00:03:55.510 ⇒ 00:04:10.590 Elizah Joy: AP, and then, we’re gonna pay Megan to verify the numbers that we have, so that before, our meeting with UTOM every Tuesday, we can present, like, a safe-to-pay amount, and then the
34 00:04:10.630 ⇒ 00:04:17.440 Elizah Joy: a list of team members that we have, in RAMP, so that we can, maybe…
35 00:04:18.120 ⇒ 00:04:36.630 Elizah Joy: like, schedule those in, or yeah, so we can discuss that with UTAM, and then, what else? Up until we are able to have that, or in a good… we’re in a good standing point on the status of our accounts payable.
36 00:04:43.300 ⇒ 00:04:43.980 Rico Rejoso: Okay.
37 00:04:45.610 ⇒ 00:04:48.509 Rico Rejoso: So where do we get those… where do we get those numbers from?
38 00:04:49.230 ⇒ 00:04:53.030 Elizah Joy: In the, accounts that Megan has shared yesterday.
39 00:04:53.030 ⇒ 00:04:53.880 Rico Rejoso: Which one?
40 00:04:54.260 ⇒ 00:04:58.959 Elizah Joy: So, for, QuickBooks and Chase and RAMP,
41 00:04:59.480 ⇒ 00:05:02.039 Elizah Joy: Just so… Where do we get the AP lists?
42 00:05:02.660 ⇒ 00:05:07.440 Elizah Joy: the AP list, so it’s in the worksheet that she, originally has.
43 00:05:07.770 ⇒ 00:05:08.750 Rico Rejoso: Which one?
44 00:05:08.750 ⇒ 00:05:13.609 Elizah Joy: The AP worksheet that she shared yesterday, if I’m not mistaken.
45 00:05:14.390 ⇒ 00:05:16.660 Rico Rejoso: Yeah. Do we have access to that?
46 00:05:16.930 ⇒ 00:05:19.790 Elizah Joy: Yep, I do have access to that.
47 00:05:19.790 ⇒ 00:05:22.500 Rico Rejoso: Isn’t… isn’t this one that I’m presenting?
48 00:05:23.410 ⇒ 00:05:30.580 Elizah Joy: So that’s for… actually, what I did understand was, I did not make edits on that, so that’s a new…
49 00:05:30.710 ⇒ 00:05:34.970 Elizah Joy: spreadsheet, actually. So, finance has their own spreadsheet.
50 00:05:35.980 ⇒ 00:05:38.160 Rico Rejoso: So this is an operations copyright.
51 00:05:38.160 ⇒ 00:05:44.609 Elizah Joy: Yeah, so finance has their own, which is under the folder…
52 00:05:44.920 ⇒ 00:05:49.099 Elizah Joy: Under, Brainforge AP Worksheets…
53 00:05:49.540 ⇒ 00:05:52.159 Elizah Joy: Okay, let me find which folder is that.
54 00:05:52.810 ⇒ 00:05:59.639 Rico Rejoso: Okay, what I want… what I want you to, follow in this is how… or when… where are we getting these numbers from?
55 00:05:59.850 ⇒ 00:06:00.480 Elizah Joy: Business numbers.
56 00:06:00.480 ⇒ 00:06:16.509 Rico Rejoso: starting to be copied every now and then, right? There are these stagnant payments or fixed payments that we should be copying, and the rest of it should be coming from QuickBooks or from our accounts and everything. Yesterday, after the meeting, what were the accounts that you needed to get all this information?
57 00:06:17.290 ⇒ 00:06:23.699 Elizah Joy: the account, so the Chase business account, and RAMP, and then, QuickBooks.
58 00:06:24.260 ⇒ 00:06:24.810 Rico Rejoso: Right.
59 00:06:24.990 ⇒ 00:06:26.980 Rico Rejoso: And that was a question I was asking as well.
60 00:06:26.980 ⇒ 00:06:27.760 Elizah Joy: We are doing.
61 00:06:27.760 ⇒ 00:06:28.690 Rico Rejoso: We have to…
62 00:06:28.730 ⇒ 00:06:45.109 Rico Rejoso: we have to get the AR, right? The amount that we’re getting, and at the same time, we also have to get this one, so it’s either the finance… Fill this out on this one, or not. Right now, they did fill this out by providing this number, which is 12,000 at $12.5K.
63 00:06:45.110 ⇒ 00:06:50.070 Rico Rejoso: Right? This is the available, or this is what we have, right now, as the…
64 00:06:51.110 ⇒ 00:06:54.760 Rico Rejoso: Safe to pay, safe, safe-to-pay amount.
65 00:06:55.190 ⇒ 00:06:55.640 Elizah Joy: Right.
66 00:06:55.980 ⇒ 00:07:00.940 Rico Rejoso: So this one’s done for you, but what about for next week? How are we gonna come up with these numbers, right?
67 00:07:00.940 ⇒ 00:07:09.740 Elizah Joy: Mmm, okay, okay. Oh yeah, I haven’t filled those out. I thought we were gonna fill that out as we go, but yeah, I’ll do fill those out.
68 00:07:10.250 ⇒ 00:07:11.670 Rico Rejoso: How are you gonna fill this out?
69 00:07:12.470 ⇒ 00:07:15.100 Elizah Joy: Through the accounts that Megan shared.
70 00:07:15.100 ⇒ 00:07:19.459 Rico Rejoso: But you didn’t request anything for the account yesterday, I was waiting for you to request those.
71 00:07:19.460 ⇒ 00:07:23.159 Elizah Joy: Oh, I thought, I just had the ramp.
72 00:07:23.890 ⇒ 00:07:25.160 Elizah Joy: At the moment.
73 00:07:25.780 ⇒ 00:07:30.849 Elizah Joy: Yep, so I did… that one’s not in this… in the playbook yet.
74 00:07:34.380 ⇒ 00:07:38.009 Rico Rejoso: You linked in the incorrect link for the finance process map.
75 00:07:38.540 ⇒ 00:07:45.230 Elizah Joy: This… I did update the new link in the Slack thread, so it’s the finance process map.
76 00:07:48.660 ⇒ 00:07:50.340 Elizah Joy: Oh, okay.
77 00:07:51.040 ⇒ 00:07:51.760 Elizah Joy: Update.
78 00:07:59.770 ⇒ 00:08:01.930 Rico Rejoso: This is the one that you commented into the…
79 00:08:03.210 ⇒ 00:08:05.159 Rico Rejoso: Do you want to post into Slack.
80 00:08:05.890 ⇒ 00:08:10.120 Rico Rejoso: It’s referring to the AP worksheet that the Notion Finance Process Map.
81 00:08:10.390 ⇒ 00:08:14.879 Elizah Joy: Yeah, I’ve… okay, I’ve updated the link.
82 00:09:30.510 ⇒ 00:09:37.200 Rico Rejoso: You have mentioned here that the prerequisites here are the Chase account, They’re,
83 00:09:37.840 ⇒ 00:09:41.820 Rico Rejoso: I don’t have the chase yet. For RAM, you have it, right?
84 00:09:42.230 ⇒ 00:09:46.459 Rico Rejoso: The worksheet, the worksheet, were you able to open QuickBooks already?
85 00:09:46.730 ⇒ 00:09:52.840 Elizah Joy: No, not yet. The only one that we have was for, I think, on your end.
86 00:09:52.840 ⇒ 00:09:57.290 Rico Rejoso: If in case… so if in case you were asked to prepare for the numbers here.
87 00:09:57.420 ⇒ 00:10:01.030 Rico Rejoso: You won’t be able to get to that since you don’t have access to those, right?
88 00:10:01.030 ⇒ 00:10:02.399 Elizah Joy: Yeah.
89 00:10:02.710 ⇒ 00:10:04.859 Rico Rejoso: And you didn’t make a request for it.
90 00:10:22.650 ⇒ 00:10:27.169 Rico Rejoso: Okay, we need a list of AP, of those that we can pay out for this week.
91 00:10:27.650 ⇒ 00:10:28.600 Rico Rejoso: Right?
92 00:10:28.740 ⇒ 00:10:33.659 Rico Rejoso: So I want you to make the… get the list of all individuals, or all folks in RAMP.
93 00:10:33.780 ⇒ 00:10:37.000 Rico Rejoso: That were paid. Mark them here as paid.
94 00:10:38.870 ⇒ 00:10:39.490 Rico Rejoso: Right?
95 00:10:39.780 ⇒ 00:10:41.829 Rico Rejoso: Let’s add another one here.
96 00:10:46.540 ⇒ 00:10:47.500 Rico Rejoso: verbatim.
97 00:10:50.890 ⇒ 00:10:57.669 Rico Rejoso: paid or not, put it here, right? Just get the master lease of everyone that we should… of Brainforge.
98 00:10:57.890 ⇒ 00:11:01.240 Rico Rejoso: Those that we… that those are payables, okay?
99 00:11:01.610 ⇒ 00:11:05.979 Rico Rejoso: Then we decide, or we can just sort it out from paid to unpaid.
100 00:11:06.240 ⇒ 00:11:10.010 Rico Rejoso: Right, that’s what… that’s what I’m asking about the AP… AP list.
101 00:11:12.020 ⇒ 00:11:15.229 Rico Rejoso: It should be unwrapped, everything should be unwrapped, and we’re good with here.
102 00:11:15.500 ⇒ 00:11:16.720 Elizah Joy: Okay.
103 00:11:41.400 ⇒ 00:11:42.110 Rico Rejoso: Okay.
104 00:11:47.870 ⇒ 00:11:50.019 Rico Rejoso: You can kind of see what they revised…
105 00:11:50.350 ⇒ 00:11:50.860 Elizah Joy: Ultimately.
106 00:11:50.860 ⇒ 00:11:52.680 Rico Rejoso: Upgrade, upgraded team.
107 00:11:52.680 ⇒ 00:11:58.250 Elizah Joy: Yeah, so she’s responded, early today, and then…
108 00:11:58.360 ⇒ 00:12:11.380 Elizah Joy: We’re gonna move forward with having Tom for now. The thing is, with Kayla, she keeps, following up on the device. Yesterday, it was…
109 00:12:11.620 ⇒ 00:12:28.460 Elizah Joy: The estimated arrival for the… for the device leasing, although the conversation before that is that we’re still having, conversation with the finance team on, like, the next steps that we’re gonna do, because we’re planning to initially do
110 00:12:28.630 ⇒ 00:12:37.980 Elizah Joy: just for the W2 employees at the moment, and then yesterday, she pinged me for the estimated arrival of the devices.
111 00:12:41.600 ⇒ 00:12:44.210 Rico Rejoso: Okay, so what do you… how did you respond to that?
112 00:12:44.820 ⇒ 00:13:00.439 Elizah Joy: I did say that, because, yesterday, finance hasn’t responded yet, so I did say that device orders has not been processed yet, because we haven’t, we haven’t even heard back from Ben, since we’re not following up, but…
113 00:13:00.670 ⇒ 00:13:08.680 Elizah Joy: Yeah, I said the device orders has not been processed yet. There are some, communication, with the finance team ongoing.
114 00:13:09.150 ⇒ 00:13:12.900 Elizah Joy: And then I’ll say that I’ll keep her posted on this one.
115 00:13:13.260 ⇒ 00:13:14.629 Elizah Joy: And now I think…
116 00:13:14.800 ⇒ 00:13:22.739 Elizah Joy: Because we’re just gonna move forward with UTAM at the moment, so I have to… I’ll mention that to her about the changes for this.
117 00:13:23.100 ⇒ 00:13:23.790 Rico Rejoso: Okay.
118 00:13:24.150 ⇒ 00:13:34.850 Rico Rejoso: We’ll present it later to our meeting with Utom. Yeah. I mean, she’ll be there, right? Yeah. Let them know that we have to process a W-2 first, before we can process the…
119 00:13:35.000 ⇒ 00:13:39.289 Rico Rejoso: The upgraded team for the rest of the rest of the team members, right?
120 00:13:39.790 ⇒ 00:13:40.570 Elizah Joy: Okay.
121 00:13:40.570 ⇒ 00:13:42.019 Rico Rejoso: Yeah, just letting them know about it.
122 00:13:59.320 ⇒ 00:14:01.809 Rico Rejoso: And we can mark it done after this meeting.
123 00:14:03.170 ⇒ 00:14:12.849 Elizah Joy: Then for, this one, which… which is the right channel that we, can inform them? Because I’ve set this up in…
124 00:14:13.140 ⇒ 00:14:15.370 Elizah Joy: Operations. This is for operations. Oh, operations.
125 00:14:15.370 ⇒ 00:14:16.710 Rico Rejoso: Not a mess.
126 00:14:16.940 ⇒ 00:14:17.560 Elizah Joy: Okay.
127 00:14:17.790 ⇒ 00:14:19.560 Elizah Joy: Let’s send that one…
128 00:14:32.660 ⇒ 00:14:35.040 Rico Rejoso: How does this work, so far?
129 00:14:36.880 ⇒ 00:14:38.559 Rico Rejoso: Put an update here on how…
130 00:14:39.450 ⇒ 00:14:40.419 Rico Rejoso: You made it worth…
131 00:14:40.760 ⇒ 00:14:47.020 Rico Rejoso: And what’s the process for this? What do they have to do? What does other team members have to do? What do we have to do from the operations?
132 00:14:47.020 ⇒ 00:14:47.660 Elizah Joy: Mmm.
133 00:14:47.660 ⇒ 00:14:50.410 Rico Rejoso: Okay, before you close out, close this out.
134 00:14:50.950 ⇒ 00:14:54.199 Elizah Joy: I did create,
135 00:14:54.560 ⇒ 00:15:01.099 Elizah Joy: the documentation for this. Yeah, I’ll attach that as well, and then to the, ops channel.
136 00:15:03.940 ⇒ 00:15:05.919 Rico Rejoso: Where did you put the documentation to?
137 00:15:05.920 ⇒ 00:15:10.080 Elizah Joy: Mmm, I’ve just added it in the ops, manual.
138 00:15:10.240 ⇒ 00:15:14.200 Elizah Joy: So it should be the offboarding meeting notification script.
139 00:15:28.220 ⇒ 00:15:31.200 Elizah Joy: So basically, what this does is…
140 00:15:31.270 ⇒ 00:15:37.689 Elizah Joy: We’re gonna, like, the automation is, like, we’re gonna send them an email that the…
141 00:15:37.710 ⇒ 00:15:54.620 Elizah Joy: Person that they’re gonna have a meeting with is no longer with the company, and then, yep, emails for both, for any attendees, or all those people who are in the calendar invite, and then the meeting will be canceled as well.
142 00:16:39.450 ⇒ 00:16:40.850 Rico Rejoso: How does this work? I’m sorry.
143 00:16:41.210 ⇒ 00:16:46.220 Elizah Joy: Basically, cause I tried to do it, like, on a…
144 00:16:46.440 ⇒ 00:17:02.000 Elizah Joy: Like, everything’s automated, but we have to have the spreadsheet for it, because it was trying to run it through the Google Apps script, and it keeps on, like, getting errors, so what we’re gonna do is, for the people that we…
145 00:17:02.100 ⇒ 00:17:10.789 Elizah Joy: We’re gonna suspend our off-board. We have to add their name and their email to the, spreadsheet that we have.
146 00:17:10.890 ⇒ 00:17:16.250 Elizah Joy: So, spreadsheet, I haven’t connected that one to the Apps script.
147 00:17:16.740 ⇒ 00:17:17.839 Elizah Joy: Yeah, it’s gonna…
148 00:17:17.849 ⇒ 00:17:18.939 Rico Rejoso: No spreadsheet yet.
149 00:17:19.680 ⇒ 00:17:20.560 Elizah Joy: Sorry?
150 00:17:20.569 ⇒ 00:17:21.959 Rico Rejoso: There’s no spreadsheet yet.
151 00:17:21.960 ⇒ 00:17:23.260 Elizah Joy: Yep, yep, not yet.
152 00:17:23.260 ⇒ 00:17:24.440 Rico Rejoso: How did you test this out?
153 00:17:24.810 ⇒ 00:17:30.929 Elizah Joy: Just through the Google Apps, script at the moment. I kept getting errors.
154 00:17:31.000 ⇒ 00:17:37.870 Rico Rejoso: Yesterday, when I was, doing it without… I mean, how did you test this out and it turned out successful?
155 00:17:38.310 ⇒ 00:17:41.469 Elizah Joy: Not yet, not no success rate yet for.
156 00:17:41.470 ⇒ 00:17:45.149 Rico Rejoso: So this is not yet done, because it’s not yet been successful.
157 00:17:45.280 ⇒ 00:17:48.000 Rico Rejoso: Yeah. Don’t send it out unless you test it out, okay?
158 00:17:48.000 ⇒ 00:17:48.650 Elizah Joy: Okay.
159 00:17:50.100 ⇒ 00:17:51.280 Rico Rejoso: This is not yet done.
160 00:18:08.170 ⇒ 00:18:13.349 Rico Rejoso: We cannot send out any documentation or process that we ourselves haven’t tested out.
161 00:18:13.800 ⇒ 00:18:14.500 Elizah Joy: Hmm.
162 00:18:15.090 ⇒ 00:18:18.140 Rico Rejoso: How are we gonna receive feedback if there’s no…
163 00:18:18.760 ⇒ 00:18:23.729 Rico Rejoso: You know, tasks, or let’s say, you know, way for them to test it out as well.
164 00:18:24.150 ⇒ 00:18:25.450 Rico Rejoso: I was having tested out.
165 00:18:26.060 ⇒ 00:18:29.630 Rico Rejoso: That’ll be, like… Redundant for us to work on.
166 00:18:30.630 ⇒ 00:18:31.500 Rico Rejoso: Okay.
167 00:18:31.660 ⇒ 00:18:36.299 Rico Rejoso: Next one on the list, I added this one, I wanted you to off-board, Gabe.
168 00:18:37.270 ⇒ 00:18:40.500 Rico Rejoso: I added this, like, around, I don’t know, 4?
169 00:18:41.250 ⇒ 00:18:43.180 Rico Rejoso: for, Eastern.
170 00:18:43.440 ⇒ 00:18:44.210 Elizah Joy: Yeah.
171 00:18:45.270 ⇒ 00:18:49.740 Rico Rejoso: And part of this one is also the offboarding email, right?
172 00:18:50.060 ⇒ 00:18:51.210 Rico Rejoso: the automation.
173 00:18:51.210 ⇒ 00:18:51.609 Elizah Joy: That’s correct.
174 00:18:51.610 ⇒ 00:18:55.880 Rico Rejoso: I was thinking, since you work on this one, you can test it out on Gabe.
175 00:18:56.140 ⇒ 00:18:56.619 Rico Rejoso: as we all.
176 00:18:56.620 ⇒ 00:18:58.750 Elizah Joy: Board Gabe, right?
177 00:18:59.990 ⇒ 00:19:03.709 Rico Rejoso: So we have an offboarding documentation in Notion, you can just check it out.
178 00:19:03.870 ⇒ 00:19:09.669 Rico Rejoso: You can also follow this one, the checklist. This is on the tablet here in Linear.
179 00:19:11.190 ⇒ 00:19:15.749 Rico Rejoso: This one’s very urgent, but you were not responding yesterday, so I wasn’t able to inform me.
180 00:19:16.670 ⇒ 00:19:19.320 Rico Rejoso: We’ll have a separate talk about what happened yesterday.
181 00:19:19.320 ⇒ 00:19:19.840 Elizah Joy: Yeah.
182 00:19:22.340 ⇒ 00:19:25.749 Rico Rejoso: This one, meet with Lincoln Sales Navigator, this will be today.
183 00:19:26.130 ⇒ 00:19:31.560 Rico Rejoso: Just update this one once you… once we discuss it during our ops meeting with Utam later.
184 00:19:34.260 ⇒ 00:19:38.290 Rico Rejoso: line onboarding… Notice this.
185 00:19:40.090 ⇒ 00:19:45.050 Elizah Joy: This one, was the client onboarding that you mentioned to add here yesterday.
186 00:19:45.050 ⇒ 00:19:47.549 Rico Rejoso: Yeah, just set up a meeting, no need to add a ticket to it.
187 00:19:47.780 ⇒ 00:19:48.600 Elizah Joy: Okay.
188 00:19:58.250 ⇒ 00:20:00.500 Rico Rejoso: Oh yeah, right now we have this one.
189 00:20:00.790 ⇒ 00:20:07.490 Rico Rejoso: I’ll start to hand off a lot of, operations tasks to you.
190 00:20:07.790 ⇒ 00:20:14.099 Rico Rejoso: Right, because I think you’ve been here for 3 months already, right? I think that’s sufficient background enough.
191 00:20:14.800 ⇒ 00:20:22.819 Rico Rejoso: And I think that’s the right learning curve for you to adopt more process. We don’t want you to be stagnant and just work on the same stuff over and over again.
192 00:20:23.330 ⇒ 00:20:25.789 Rico Rejoso: Right? But the fact that…
193 00:20:26.570 ⇒ 00:20:32.650 Rico Rejoso: whenever something is assigned to you. I don’t… I know we should have those focus time, right, and stuff, but…
194 00:20:34.080 ⇒ 00:20:36.549 Rico Rejoso: Your operations, and we get pinged a lot.
195 00:20:37.610 ⇒ 00:20:45.100 Rico Rejoso: Right. And most of our tasks are ad hoc, but you cannot work on any ad hoc stuff if you’re not responding to team members.
196 00:20:45.370 ⇒ 00:20:47.449 Elizah Joy: Yeah, I don’t understand.
197 00:20:48.210 ⇒ 00:20:56.540 Rico Rejoso: Okay, and I’ve also… I’ve been observing this for the past… Week or two.
198 00:20:56.860 ⇒ 00:21:00.080 Elizah Joy: Your downtime, or focus time, let’s say.
199 00:21:00.570 ⇒ 00:21:03.130 Rico Rejoso: It’s around, I don’t know, 2?
200 00:21:03.310 ⇒ 00:21:04.500 Rico Rejoso: 2 to 5?
201 00:21:05.310 ⇒ 00:21:11.670 Rico Rejoso: And usually come back or respond around 6, or before 6 p.m. Eastern Time.
202 00:21:12.140 ⇒ 00:21:15.930 Rico Rejoso: I don’t know what’s happening, I’m not gonna dig in deeper, we know what should be done.
203 00:21:16.640 ⇒ 00:21:17.680 Elizah Joy: Yeah.
204 00:21:17.680 ⇒ 00:21:27.300 Rico Rejoso: But some folks are asking if you are out of office. Okay, we are both from finance, and they know it, so they will either reach out to you, or to me.
205 00:21:27.640 ⇒ 00:21:34.200 Rico Rejoso: Right, and if they try to reach out to you and they didn’t get any response, they’ll probably reach out to me and ask what happened to you.
206 00:21:34.850 ⇒ 00:21:35.610 Elizah Joy: Hmm, okay.
207 00:21:35.610 ⇒ 00:21:41.470 Rico Rejoso: I don’t want to keep explaining that a team member is not responding because they’re busy, because I don’t know if you’re busy or not.
208 00:21:41.960 ⇒ 00:21:43.060 Elizah Joy: Okay.
209 00:21:43.060 ⇒ 00:21:43.730 Rico Rejoso: Right.
210 00:21:44.660 ⇒ 00:21:47.040 Rico Rejoso: And it’s… you just set up a, you know.
211 00:21:49.600 ⇒ 00:21:58.169 Rico Rejoso: My ideal for our operations is to be available whenever a team member needs it, okay? So I always inform them that we are available from 9 to 6 p.m. Eastern.
212 00:21:58.300 ⇒ 00:22:05.120 Rico Rejoso: So whenever they communicate or chat with us beyond or prior to that, Working hours.
213 00:22:05.400 ⇒ 00:22:10.290 Rico Rejoso: You probably won’t be responding to them. But if they message us within those hours.
214 00:22:10.400 ⇒ 00:22:14.059 Rico Rejoso: We can respond to them as soon as possible, or in less than an hour.
215 00:22:14.310 ⇒ 00:22:16.700 Rico Rejoso: Right? Which is not happening.
216 00:22:17.690 ⇒ 00:22:23.870 Rico Rejoso: Okay, and it’s just, like, it’s not… Setting a good example today.
217 00:22:24.090 ⇒ 00:22:29.549 Rico Rejoso: Because if the same thing… if they did the same thing to us, whenever we need something and we’re not responding to them.
218 00:22:30.000 ⇒ 00:22:31.999 Rico Rejoso: Or they’re not responding to us.
219 00:22:33.500 ⇒ 00:22:39.109 Rico Rejoso: And we need urgent stuff from them, right? That would be… that would be trouble for us.
220 00:22:39.790 ⇒ 00:22:40.909 Rico Rejoso: Which we don’t want.
221 00:22:41.170 ⇒ 00:22:44.200 Elizah Joy: Yeah, I completely understand.
222 00:22:45.070 ⇒ 00:22:57.000 Elizah Joy: Yeah, because I think… yeah, on my end, I do use those times for, like, for example, yesterday, the Google Apps, correct? So I think, just my question on this is.
223 00:22:57.610 ⇒ 00:23:05.529 Elizah Joy: How do you, like, on your end, how do you usually…
224 00:23:06.150 ⇒ 00:23:12.109 Elizah Joy: Or when do you usually eat the, like, high, level thinking tasks that you have?
225 00:23:13.050 ⇒ 00:23:22.970 Rico Rejoso: Regardless if it’s high-level or low-prio stuff. Whenever someone messages you and you cannot get back to them, or let’s say you’re working on some higher-prioro stuff, let them know.
226 00:23:23.180 ⇒ 00:23:30.100 Rico Rejoso: Hey, I appreciate you sending this message. I’m working on the… I’m working on stuff right now, is it okay if I get back to you after an hour or two?
227 00:23:30.760 ⇒ 00:23:31.690 Elizah Joy: Okay.
228 00:23:32.020 ⇒ 00:23:38.269 Rico Rejoso: Or if this is just high priority, if not, I can work on it later today, or maybe I can get you… I can get back to you tomorrow.
229 00:23:38.870 ⇒ 00:23:45.540 Rico Rejoso: It’s not… it’s not how we respond to the requests and stuff. It’s how we respond to their inquiry as soon as we can.
230 00:23:45.770 ⇒ 00:23:46.280 Elizah Joy: Okay.
231 00:23:46.280 ⇒ 00:23:51.979 Rico Rejoso: We can let them know that we can take on the task later today, right? Or tomorrow, if possible.
232 00:23:53.780 ⇒ 00:24:03.279 Rico Rejoso: But if we’re not… if we’re just gonna ignore them for, like, 2-3 hours, and they’re just, like, you know, hanging in there waiting for a response, and currently block on their task…
233 00:24:04.330 ⇒ 00:24:12.959 Rico Rejoso: Yeah, right, that’s why I mentioned before that if a task requires less than 20 minutes to, you know, accomplish.
234 00:24:13.070 ⇒ 00:24:14.689 Rico Rejoso: We can definitely work on it.
235 00:24:15.140 ⇒ 00:24:15.590 Elizah Joy: differently.
236 00:24:15.590 ⇒ 00:24:25.580 Rico Rejoso: longer for us to work on, then we can probably let them know that, hey, I can probably get back to you on this tomorrow, or after 3 hours, I’m just currently focused on stuff.
237 00:24:25.840 ⇒ 00:24:28.769 Elizah Joy: Or other high-priced stuff. Let them know.
238 00:24:28.940 ⇒ 00:24:33.070 Rico Rejoso: Set up the expectations, rather than us just, you know, ignoring them.
239 00:24:33.540 ⇒ 00:24:38.069 Rico Rejoso: I don’t know, I’m sure we’re not ignoring them, but to them, that’s how it looks like.
240 00:24:38.430 ⇒ 00:24:39.360 Elizah Joy: Ma’am.
241 00:24:39.970 ⇒ 00:24:42.849 Rico Rejoso: And I don’t want to keep… this is…
242 00:24:44.090 ⇒ 00:24:45.979 Rico Rejoso: This is something that we should all know.
243 00:24:46.260 ⇒ 00:24:46.660 Elizah Joy: Hmm.
244 00:24:46.660 ⇒ 00:24:47.290 Rico Rejoso: Right.
245 00:24:48.230 ⇒ 00:24:54.479 Rico Rejoso: It’s something that… this is not something that we should discuss, to be honest, and I don’t want to discuss this. I had mentioned it to you before.
246 00:25:04.900 ⇒ 00:25:09.319 Rico Rejoso: I’ll set up a one-on-one call with you, and we need to talk some stuff out.
247 00:25:09.950 ⇒ 00:25:16.570 Rico Rejoso: Alright, you’re currently focused on operations stuff.
248 00:25:16.710 ⇒ 00:25:21.600 Rico Rejoso: Which includes a bit of legal, which is ad hoc stuff, right?
249 00:25:21.720 ⇒ 00:25:22.830 Elizah Joy: Yeah.
250 00:25:22.830 ⇒ 00:25:30.429 Rico Rejoso: Recruitment, you’re not even involved in recruitment at the moment, right? But I wanted to get involved in recruitment and serve as a second backup for me.
251 00:25:30.910 ⇒ 00:25:32.180 Elizah Joy: Yeah.
252 00:25:32.440 ⇒ 00:25:35.370 Rico Rejoso: Sales? There’s nothing on sales that you’re working on.
253 00:25:35.890 ⇒ 00:25:38.990 Rico Rejoso: Right now. Right now, it’s just finance and operations.
254 00:25:39.460 ⇒ 00:25:42.659 Rico Rejoso: Alright, this shouldn’t take up most of your 40 hours a week.
255 00:25:43.630 ⇒ 00:25:46.850 Rico Rejoso: You have a lot of time to focus on some stuff, right?
256 00:25:47.720 ⇒ 00:25:49.310 Elizah Joy: Or other stuff.
257 00:25:50.140 ⇒ 00:25:50.670 Elizah Joy: Yeah.
258 00:25:50.920 ⇒ 00:25:54.400 Rico Rejoso: So I want to make sure that we’re, you know, utilizing the hours that you have for the team.
259 00:25:55.050 ⇒ 00:25:59.800 Rico Rejoso: Okay, and not responding to new members? That’s a big no-no for me, I’m sorry. Okay.
260 00:25:59.800 ⇒ 00:26:01.429 Elizah Joy: Yeah, completely understand.
261 00:26:01.430 ⇒ 00:26:02.430 Rico Rejoso: Take that in mind.
262 00:26:03.070 ⇒ 00:26:06.109 Rico Rejoso: Right, we don’t have any other tasks, just work on the…
263 00:26:06.640 ⇒ 00:26:13.359 Rico Rejoso: Actually, we have a short presentation for later, for later today, and I just want to make sure that we…
264 00:26:13.570 ⇒ 00:26:18.780 Rico Rejoso: You know, we stick with just 30 minutes, so the ops, we’d also have to…
265 00:26:19.980 ⇒ 00:26:23.010 Rico Rejoso: You know, make it fast when it comes to explaining some stuff.
266 00:26:23.130 ⇒ 00:26:29.449 Rico Rejoso: Reason why is because we have other meetings that we have to attend to, right? Unless Putin wanted to prolong the meeting.
267 00:26:29.580 ⇒ 00:26:38.379 Rico Rejoso: But, yeah, I probably will be explaining some stuff, quickly. I just have the escalation…
268 00:26:38.500 ⇒ 00:26:39.680 Rico Rejoso: Just get a slide.
269 00:26:53.110 ⇒ 00:26:55.540 Rico Rejoso: Okay, I’ll just be explaining this one.
270 00:26:55.880 ⇒ 00:26:56.279 Elizah Joy: What happened?
271 00:26:56.280 ⇒ 00:26:57.359 Rico Rejoso: But last week.
272 00:26:57.760 ⇒ 00:27:01.429 Rico Rejoso: our escalation process. We can proceed on the sales.
273 00:27:02.340 ⇒ 00:27:06.940 Rico Rejoso: finance process, what does it cost to use the finance process?
274 00:27:08.070 ⇒ 00:27:10.139 Rico Rejoso: This is just finance process.
275 00:27:15.930 ⇒ 00:27:19.409 Rico Rejoso: Okay, and the Sales Navigator transition plan?
276 00:27:19.800 ⇒ 00:27:23.309 Rico Rejoso: That they know about this, and the device leasing updated policy.
277 00:27:26.550 ⇒ 00:27:28.849 Rico Rejoso: I can discuss this after.
278 00:27:29.460 ⇒ 00:27:34.110 Rico Rejoso: We can say that off-boarding meeting automation is still in progress. OKR measurement.
279 00:27:35.220 ⇒ 00:27:38.960 Rico Rejoso: It’s what we have, and I probably did discuss this with you last week.
280 00:27:39.900 ⇒ 00:27:43.700 Rico Rejoso: Delivery, there’s no update yet on the delivery side, so let them be.
281 00:27:44.160 ⇒ 00:27:47.500 Rico Rejoso: One thing that’s important is recruitment, and the legal stuff are good.
282 00:27:49.010 ⇒ 00:27:50.939 Rico Rejoso: So I’ll start off with the introduction.
283 00:27:51.060 ⇒ 00:28:00.160 Rico Rejoso: Renewals, Kayla can go with the recruitment, I can discuss the last week’s stuff, and escalation, you can discuss the rest of the stuff here, then we’re good.
284 00:28:00.560 ⇒ 00:28:01.360 Rico Rejoso: Alright.
285 00:28:01.830 ⇒ 00:28:02.920 Elizah Joy: Alright.
286 00:28:04.040 ⇒ 00:28:07.030 Rico Rejoso: Okay, anything else?
287 00:28:07.820 ⇒ 00:28:10.370 Elizah Joy: Nothing else on my…
288 00:28:10.370 ⇒ 00:28:12.259 Rico Rejoso: By the way, we need the AP list.
289 00:28:12.260 ⇒ 00:28:12.810 Elizah Joy: Yeah.
290 00:28:13.010 ⇒ 00:28:14.909 Elizah Joy: Before the caller,
291 00:28:15.440 ⇒ 00:28:16.200 Rico Rejoso: Yeah.
292 00:28:16.500 ⇒ 00:28:18.799 Elizah Joy: Yeah, okay, I’ll work on that.
293 00:28:19.970 ⇒ 00:28:24.289 Rico Rejoso: Not sure if we should be re-sharing this during our operations meeting.
294 00:28:25.460 ⇒ 00:28:30.959 Rico Rejoso: Because we have folks there, that’s gonna… you’ll be discussing that with Ethan, by the way.
295 00:28:31.190 ⇒ 00:28:32.090 Elizah Joy: Hmm.
296 00:28:32.240 ⇒ 00:28:36.580 Rico Rejoso: So I want you to ask or confirm, hey Utam, do you want to…
297 00:28:37.460 ⇒ 00:28:40.659 Rico Rejoso: show the list right now.
298 00:28:41.220 ⇒ 00:28:45.049 Rico Rejoso: Or do you want us to send this to operations, and you can just tag…
299 00:28:45.160 ⇒ 00:28:48.129 Rico Rejoso: Which one should be next, or should be prior next, right?
300 00:28:49.340 ⇒ 00:28:57.089 Rico Rejoso: Because we can do this async. Once we have the list here of folks that, that are listed who are paid, and, you know.
301 00:28:58.450 ⇒ 00:29:06.689 Rico Rejoso: who are processing or approved by UTOM, just make sure you get the list of folks here, and list out all the paid, and leave the rest blank.
302 00:29:07.060 ⇒ 00:29:08.020 Rico Rejoso: Right.
303 00:29:08.530 ⇒ 00:29:11.370 Rico Rejoso: You can also set up the priority here for high or low.
304 00:29:12.840 ⇒ 00:29:15.049 Rico Rejoso: So make a drop-down again for this one.
305 00:29:15.240 ⇒ 00:29:15.770 Elizah Joy: Yeah.
306 00:29:21.460 ⇒ 00:29:23.170 Rico Rejoso: Where… which one is this?
307 00:29:27.930 ⇒ 00:29:30.880 Rico Rejoso: Okay, yeah, that’s just it.
308 00:29:31.040 ⇒ 00:29:37.289 Rico Rejoso: You can confirm it, Utam, if we can do this offline, or if you want to discuss that during that presentation or not.
309 00:29:37.430 ⇒ 00:29:40.280 Rico Rejoso: I think we’re good. Any questions so far?
310 00:29:40.630 ⇒ 00:29:44.500 Elizah Joy: Nothing, else on my end for now.
311 00:29:45.330 ⇒ 00:29:50.910 Rico Rejoso: Okay, work on this one prior to the meeting, let me know if you have any questions, we can discuss it prior, okay?
312 00:29:50.910 ⇒ 00:29:51.410 Elizah Joy: Yep.
313 00:29:51.870 ⇒ 00:29:52.970 Elizah Joy: I will. Have a good look.
314 00:29:53.440 ⇒ 00:29:54.530 Elizah Joy: Thank you.