Meeting Title: LMNT Omni Roadmap Date: 2026-03-18 Meeting participants: Brylle Girang, Greg Stoutenburg, Amber Lin, Jasmin Multani, Robert Tseng, Advait Nandakumar Menon
WEBVTT
1 00:02:37.110 ⇒ 00:02:38.160 Amber Lin: Hello!
2 00:02:38.560 ⇒ 00:02:39.910 Greg Stoutenburg: Hey, how’s it going?
3 00:02:40.680 ⇒ 00:02:43.459 Amber Lin: Pretty good. Good to see you back in your office.
4 00:02:46.040 ⇒ 00:02:46.960 Greg Stoutenburg: Yeah.
5 00:02:47.120 ⇒ 00:02:49.449 Greg Stoutenburg: Good to be here.
6 00:02:50.270 ⇒ 00:02:50.780 Greg Stoutenburg: Hello!
7 00:02:50.780 ⇒ 00:02:51.160 Amber Lin: Wow.
8 00:02:51.160 ⇒ 00:02:51.780 Greg Stoutenburg: it’s like…
9 00:02:52.060 ⇒ 00:02:53.090 Brylle Girang: Hello!
10 00:02:56.220 ⇒ 00:02:59.240 Greg Stoutenburg: Am I saying it wrong? Is it a long Y sound? Is it… it’s brial?
11 00:02:59.370 ⇒ 00:03:00.250 Greg Stoutenburg: Not Brel?
12 00:03:00.890 ⇒ 00:03:03.510 Brylle Girang: Yeah, that’s Bryo. But you can call me B.
13 00:03:04.130 ⇒ 00:03:05.929 Greg Stoutenburg: B. Okay. Thanks. Yeah.
14 00:03:06.090 ⇒ 00:03:07.629 Greg Stoutenburg: Try to get names right.
15 00:03:09.920 ⇒ 00:03:10.300 Amber Lin: Oh.
16 00:03:10.300 ⇒ 00:03:10.820 Greg Stoutenburg: Boop!
17 00:03:10.820 ⇒ 00:03:13.909 Amber Lin: We’re waiting for Robert, right?
18 00:03:14.910 ⇒ 00:03:15.590 Brylle Girang: Yep.
19 00:03:16.200 ⇒ 00:03:16.930 Amber Lin: Cool.
20 00:03:17.340 ⇒ 00:03:17.990 Brylle Girang: Yes.
21 00:03:21.240 ⇒ 00:03:28.979 Amber Lin: Greg, is there anything I can help catch you up with, with what we did on the Omni side for the past, like, few days?
22 00:03:29.810 ⇒ 00:03:41.720 Greg Stoutenburg: Yes, I assume that’s one of the things that we’ll cover in this call, but if not, then let’s do that. I would like to… if we’re gonna be in position for it, one of the things I would like to do is schedule time with Shivani, and
23 00:03:42.420 ⇒ 00:03:46.430 Greg Stoutenburg: Man, I’m so tired, I forget his name. Another stakeholder, element.
24 00:03:46.430 ⇒ 00:04:03.480 Greg Stoutenburg: Because they’d like to be introduced to Blobby, and so, I was gonna set some time aside to show them a couple of dashboards that we’ve managed to stand up already, and say, you know, here’s what your data looks like, you know, maybe you’ve seen these dashboards already, here’s how we use Blobby, I’ll have a couple of…
25 00:04:03.900 ⇒ 00:04:11.339 Greg Stoutenburg: prompts that I already know will work. Hey, Jasmine! And… and could intro her and the other stakeholder that way.
26 00:04:12.080 ⇒ 00:04:14.619 Amber Lin: Gotcha, okay. Yeah.
27 00:04:15.140 ⇒ 00:04:22.910 Amber Lin: Yeah, I think the dashboards so far have most of what we are able to build as spreadsheets for them.
28 00:04:22.910 ⇒ 00:04:23.510 Greg Stoutenburg: Okay.
29 00:04:25.190 ⇒ 00:04:26.680 Greg Stoutenburg: Okay, great.
30 00:04:26.680 ⇒ 00:04:39.120 Amber Lin: current questions worked decently. Like, there’s still cleanup that needs to be done, and a cleanup that will benefit Blobby, but I guess, I think that’s also part of what we’ll be talking here.
31 00:04:39.610 ⇒ 00:04:47.720 Greg Stoutenburg: Yeah, yeah, that sounds good. If I can find the right person’s name, if it’s a, you know, if it’s a friendly…
32 00:04:48.090 ⇒ 00:04:52.800 Greg Stoutenburg: Hey, Robert. Hey, Ron. It’s possible.
33 00:04:53.030 ⇒ 00:05:07.509 Greg Stoutenburg: I’ll check. If it’s, you know, if it’s a friendly, and they just want to see what it looks like, and be able to provide feedback so that we can improve and, you know, go on to the next round, then, I think it’s okay if we think that there’s still some tidying up that needs to be done, otherwise I can present it a different way.
34 00:05:11.030 ⇒ 00:05:11.720 Amber Lin: Cool.
35 00:05:19.080 ⇒ 00:05:19.870 Amber Lin: Cool.
36 00:05:19.870 ⇒ 00:05:29.479 Robert Tseng: Just added Advait to this call, by the way, so he’s gonna join if someone needs to let him in, just do that. And then I’ll take, like, 30 seconds to just kind of catch him up a bit.
37 00:05:30.200 ⇒ 00:05:30.790 Amber Lin: Yeah.
38 00:05:31.340 ⇒ 00:05:31.960 Greg Stoutenburg: Cool.
39 00:05:31.960 ⇒ 00:05:32.920 Amber Lin: Alright.
40 00:05:39.660 ⇒ 00:05:48.530 Brylle Girang: I just sent the current Omnicant that I have created using the existing SOWs and the accelerator lock in linear, so if you could just…
41 00:05:49.620 ⇒ 00:05:51.670 Brylle Girang: Take a good moment to look at it.
42 00:05:52.310 ⇒ 00:05:52.910 Robert Tseng: Yeah.
43 00:05:53.110 ⇒ 00:05:54.400 Robert Tseng: I’m pulling the X.
44 00:05:55.170 ⇒ 00:05:58.910 Robert Tseng: Am I not added to it, or, like, I can’t open it?
45 00:05:59.140 ⇒ 00:06:01.460 Amber Lin: Yeah, it tells me page not found.
46 00:06:01.830 ⇒ 00:06:05.210 Brylle Girang: That’s weird. It’s in the element team, let me check.
47 00:06:06.390 ⇒ 00:06:07.900 Amber Lin: Okay, let’s see…
48 00:06:20.720 ⇒ 00:06:22.540 Brylle Girang: Can you try the new link?
49 00:06:23.660 ⇒ 00:06:24.250 Robert Tseng: Yeah.
50 00:06:29.650 ⇒ 00:06:31.239 Robert Tseng: Okay, yeah, I see it now.
51 00:06:31.820 ⇒ 00:06:34.930 Brylle Girang: Okay, so there’s an Element Omni plan view there.
52 00:06:47.700 ⇒ 00:06:51.269 Robert Tseng: Yeah, I see the Omni plan as three phases. The…
53 00:06:52.470 ⇒ 00:07:03.100 Robert Tseng: the pilot, which is over at this point, and then what we’re calling first value, which I think this is probably where I want to spend most of this call, just ironing out.
54 00:07:03.480 ⇒ 00:07:11.619 Robert Tseng: I guess, like, my prep coming to this call, obviously I had to call with the team on Monday during planning, so…
55 00:07:13.240 ⇒ 00:07:31.969 Robert Tseng: pointed me to a couple docs, and I’ve looked through some transcripts, but, like, I have a very shallow, like, understanding of where we’re at right now, and I think this will just be a lot less forgiving than Eden will be, in terms of, like, keeping up with timelines. So, I think my perspective is, like.
56 00:07:32.540 ⇒ 00:07:39.069 Robert Tseng: I know… I mean, I have a perspective on how the Eden Omni intention went, I just want to make sure this goes, you know, smoothly.
57 00:07:39.260 ⇒ 00:07:46.770 Robert Tseng: So, I just want to make sure that we have everything phased out correctly, and that we know, like, what the gaps are, for…
58 00:07:47.370 ⇒ 00:07:51.339 Robert Tseng: getting to the end of this first valley? Like, what are we even working towards?
59 00:07:55.270 ⇒ 00:08:04.089 Robert Tseng: So, yeah, I’m not expecting to kind of walk you guys through, I’m just gonna ask questions, and I… I mean, I just wanna see where we’re at, so…
60 00:08:04.550 ⇒ 00:08:09.390 Robert Tseng: Does somebody want to start, or do you want me to just start asking questions? Okay.
61 00:08:09.390 ⇒ 00:08:21.489 Amber Lin: Yeah, let me give a status on where we’re at. So, we have the initial topics set up, and the dashboards and essentially what the topics are capable of.
62 00:08:21.710 ⇒ 00:08:22.920 Amber Lin: are…
63 00:08:23.050 ⇒ 00:08:38.799 Amber Lin: most of the reports we already delivered to them in spreadsheets. So most of that is replicated already in Omni, but we need to do QA, we need to do, cleanup of the field names, and make sure that Blobby works on them.
64 00:08:39.299 ⇒ 00:08:55.690 Amber Lin: So, my interpretation of this call is that we’re going to talk about, what are some next steps, what are our overall strategy, in terms of getting them to use Blobby, realizing value, and all that.
65 00:08:59.190 ⇒ 00:09:02.270 Greg Stoutenburg: So I can speak view from, yeah.
66 00:09:02.270 ⇒ 00:09:05.470 Robert Tseng: Can someone pull it up for Jasmine’s, comment?
67 00:09:08.980 ⇒ 00:09:12.050 Amber Lin: Okay, do you mean dashboards, or…
68 00:09:13.060 ⇒ 00:09:18.800 Jasmin Multani: So let’s just start here. This is a pretty big chart.
69 00:09:18.920 ⇒ 00:09:24.959 Jasmin Multani: And right now, I think it’d be helpful to understand, you know, what phase
70 00:09:25.070 ⇒ 00:09:27.640 Jasmin Multani: Is completed, and what phase you’re at.
71 00:09:27.770 ⇒ 00:09:29.219 Jasmin Multani: Amongst all of these.
72 00:09:31.410 ⇒ 00:09:32.700 Amber Lin: Okay, let’s see.
73 00:09:32.700 ⇒ 00:09:37.830 Jasmin Multani: So I know we looked at some wholesale Notion docs together, Amber.
74 00:09:38.190 ⇒ 00:09:42.820 Amber Lin: I think we’re just talking about the Omni plant right here.
75 00:09:42.820 ⇒ 00:09:43.490 Jasmin Multani: Okay.
76 00:09:43.490 ⇒ 00:09:45.210 Amber Lin: So just to top…
77 00:09:45.690 ⇒ 00:09:55.529 Amber Lin: 2 or 3. I would say we’re towards the end of this Omni pilot, or I think… or…
78 00:09:55.740 ⇒ 00:10:00.810 Amber Lin: Foundation should be pretty much done, and we’re halfway through the pilot.
79 00:10:01.820 ⇒ 00:10:02.600 Amber Lin: Exactly.
80 00:10:02.600 ⇒ 00:10:06.459 Jasmin Multani: Through their pilot, and… but sequentially.
81 00:10:07.410 ⇒ 00:10:12.639 Jasmin Multani: are we done with this wholesale data mark? Because I feel like that’ll influence Omnipilot.
82 00:10:13.000 ⇒ 00:10:14.220 Jasmin Multani: First value.
83 00:10:16.310 ⇒ 00:10:24.400 Amber Lin: that should be done, but to speak on modeling, we’ll need to ask Awayish.
84 00:10:27.460 ⇒ 00:10:32.160 Jasmin Multani: A wish to help us Finish.
85 00:10:32.160 ⇒ 00:10:39.250 Amber Lin: Awashi’s a data engineer, so, I have what I need from the data models.
86 00:10:39.390 ⇒ 00:10:47.980 Amber Lin: to complete what I need in Omni, but if there’s new requirements, if there’s improvements we want to make, modeling still needs to happen.
87 00:10:48.260 ⇒ 00:10:50.089 Amber Lin: Is where we’re at.
88 00:10:51.700 ⇒ 00:10:58.120 Jasmin Multani: Okay, so given what we have, before we even touch base with OASH, what can we build?
89 00:11:00.900 ⇒ 00:11:02.310 Amber Lin: in Omni?
90 00:11:03.010 ⇒ 00:11:07.299 Jasmin Multani: Yeah, with this Omni to complete this Omni pilot first value.
91 00:11:08.010 ⇒ 00:11:09.629 Amber Lin: I see. So…
92 00:11:10.660 ⇒ 00:11:22.120 Amber Lin: I think giving you some context on what we’ve built in spreadsheets or existing reports is helpful. So, so far, what we have in spreadsheets and what we replicated in Omni is
93 00:11:22.150 ⇒ 00:11:35.009 Amber Lin: Wholesale reports, summary reports of partner status, of sales, revenue, etc. And then on the revenue side, also, similarly, a summary report
94 00:11:35.010 ⇒ 00:11:43.859 Amber Lin: Of different time grains of what the sales by retailer, and by product category looks like.
95 00:11:44.050 ⇒ 00:11:51.400 Amber Lin: And another small thing that we built is for finance revenue reconciliation, which is essentially
96 00:11:51.520 ⇒ 00:11:56.629 Amber Lin: revenue by SKU, by price. So, still…
97 00:11:57.160 ⇒ 00:12:12.690 Amber Lin: pretty overall high-level reporting. They’re very tabular. Nothing is, trend-based or insight-based yet. I would say, currently, we’re just presenting their data to them.
98 00:12:15.480 ⇒ 00:12:18.949 Jasmin Multani: their data to them, okay. So,
99 00:12:20.010 ⇒ 00:12:33.760 Jasmin Multani: I also remember in the pilot scope doc that we had, there was a point where we were trying to figure out metrics that multiple teams could use. So have we… if we have finance and, all these other…
100 00:12:34.400 ⇒ 00:12:44.759 Jasmin Multani: Other metrics, have we decided which team on Element we want to use as our first, pitched audience for these dashboards?
101 00:12:45.740 ⇒ 00:12:49.440 Amber Lin: That, I am… I’m not the person to answer.
102 00:12:50.850 ⇒ 00:12:51.890 Jasmin Multani: Because I…
103 00:12:51.890 ⇒ 00:12:56.310 Amber Lin: I’ve been discussing that contract, or… Right.
104 00:12:57.580 ⇒ 00:13:05.760 Jasmin Multani: just for my own sanity, I’m just gonna write, my notes. I know we’re being recorded, but this will help me figure out, like, who to talk to as I’m ramping up.
105 00:13:05.890 ⇒ 00:13:14.620 Jasmin Multani: So… Focus is finishing a pilot.
106 00:13:15.650 ⇒ 00:13:16.700 Jasmin Multani: I’m learning.
107 00:13:17.360 ⇒ 00:13:18.590 Jasmin Multani: First Mountain.
108 00:13:19.320 ⇒ 00:13:26.669 Jasmin Multani: So, from… It looks like this part is done, that’s how I should read this, right?
109 00:13:29.430 ⇒ 00:13:31.040 Amber Lin: Closer done, yes.
110 00:13:31.410 ⇒ 00:13:34.659 Jasmin Multani: Close to done. When…
111 00:13:34.800 ⇒ 00:13:42.649 Jasmin Multani: And I… it looks like you have a couple docs for me to review. If I review those docs, would that… would we be able to complete this out?
112 00:13:44.360 ⇒ 00:13:49.989 Amber Lin: What do you mean? I can send you the dashboards for review, yes.
113 00:13:50.610 ⇒ 00:13:51.849 Jasmin Multani: Okay, cool, cool, cool.
114 00:13:52.140 ⇒ 00:13:56.620 Jasmin Multani: So, Amber, Toussa, and Jocelyn reports.
115 00:13:56.870 ⇒ 00:14:05.330 Jasmin Multani: for review. A greater decision needed is who will be the first team.
116 00:14:05.490 ⇒ 00:14:12.329 Jasmin Multani: One element that this, dashboard Who will be fitted to…
117 00:14:13.880 ⇒ 00:14:23.500 Jasmin Multani: I’m bringing this up because one of the value sets that that element doc, that we presented was basically saying, hey, through Omni.
118 00:14:24.250 ⇒ 00:14:36.450 Jasmin Multani: Now that we know that multiple teams, in practice, we know that multiple teams, use the same metrics, but what happens on the ground is that these teams will be,
119 00:14:36.500 ⇒ 00:14:51.580 Jasmin Multani: using the numerator and denominator differently to drive… to source their data. So our value add from Brainforge is we’re going to standardize through, standardize the same metric that’s used across teams.
120 00:14:51.770 ⇒ 00:14:58.619 Jasmin Multani: Through these topics. So that’s why I really want to be explicit about, you know, how many teams.
121 00:14:59.060 ⇒ 00:15:00.400 Jasmin Multani: How many teams?
122 00:15:00.870 ⇒ 00:15:09.779 Jasmin Multani: and which metrics will be used for these initial topics created.
123 00:15:10.050 ⇒ 00:15:11.689 Jasmin Multani: In order to solve this.
124 00:15:12.080 ⇒ 00:15:15.609 Jasmin Multani: I think we should, like, catch up with them.
125 00:15:15.710 ⇒ 00:15:26.100 Jasmin Multani: Because he had some live conversations with Shivani, and about Shivani’s needs, plus cross-reference.
126 00:15:26.990 ⇒ 00:15:34.790 Jasmin Multani: element data that we’re confident, about via Amber’s, analysis.
127 00:15:34.910 ⇒ 00:15:36.069 Jasmin Multani: Does this look good?
128 00:15:40.630 ⇒ 00:15:47.990 Jasmin Multani: and then, based off of, like, the dashboards that you send over, we’ll also,
129 00:15:48.090 ⇒ 00:15:52.290 Jasmin Multani: That’s where… that’s how we can, design.
130 00:15:52.460 ⇒ 00:16:02.150 Jasmin Multani: which metrics we’re gonna have at the forefront, for element to trust that this pilot is gonna go well, and how to use this pilot.
131 00:16:05.100 ⇒ 00:16:06.070 Jasmin Multani: uniforms.
132 00:16:06.070 ⇒ 00:16:13.999 Brylle Girang: I have a question. Amber, when we say wholesale and retail, are those considered as teams in Element?
133 00:16:15.710 ⇒ 00:16:18.269 Amber Lin: I would say so, yes. They’re separate teams.
134 00:16:18.270 ⇒ 00:16:35.559 Brylle Girang: Then, okay, then I think that answers, like, your first question, Jasmine, like, who would be, like, our first audience for this pilot? It would be the wholesale and retail team, because, correct me if I’m wrong, Amber, those are the main dashboards and the main topics that we’re building upon on, right?
135 00:16:37.380 ⇒ 00:16:38.230 Amber Lin: Yeah.
136 00:16:38.230 ⇒ 00:16:40.759 Jasmin Multani: That’s one singular team? They’re separate from…
137 00:16:40.760 ⇒ 00:16:45.669 Amber Lin: So, there will be two teams, so I don’t know if we just want one team.
138 00:16:46.160 ⇒ 00:16:47.529 Amber Lin: How that would work.
139 00:16:48.570 ⇒ 00:16:53.110 Jasmin Multani: Let’s pick a one metric that we note both teams use.
140 00:16:53.300 ⇒ 00:16:55.660 Jasmin Multani: And that’ll get our point across.
141 00:16:55.780 ⇒ 00:17:01.520 Jasmin Multani: that we’ve successfully standardized things. Christians by Shalani. Oh, this is not cool.
142 00:17:02.730 ⇒ 00:17:04.120 Jasmin Multani: So I, I also sent…
143 00:17:04.230 ⇒ 00:17:12.510 Brylle Girang: the questions from the element team there, and I think this is… this should also answer our questions when it comes to the metrics.
144 00:17:12.990 ⇒ 00:17:22.719 Brylle Girang: So you can see there that wholesale and retail are tagged as the pilot teams, and then it also contains, like, the questions that we want to answer per team.
145 00:17:23.630 ⇒ 00:17:26.070 Jasmin Multani: How fresh is this?
146 00:17:27.310 ⇒ 00:17:29.569 Jasmin Multani: Like, was this made… Like, what?
147 00:17:30.150 ⇒ 00:17:31.060 Jasmin Multani: Yeah, that was the…
148 00:17:31.060 ⇒ 00:17:32.550 Brylle Girang: I think this was… yeah.
149 00:17:33.140 ⇒ 00:17:33.520 Greg Stoutenburg: Two days.
150 00:17:33.520 ⇒ 00:17:34.810 Brylle Girang: Peter Fresh. Today.
151 00:17:34.810 ⇒ 00:17:35.520 Jasmin Multani: 2 days?
152 00:17:35.920 ⇒ 00:17:36.710 Greg Stoutenburg: Two days.
153 00:17:36.820 ⇒ 00:17:50.700 Greg Stoutenburg: Yeah, as of 2 days ago, Shivani, yeah, Shivani wrote, Monday, 11 a.m, here are these business questions by team, and shared a work-in-progress file with their definitions of net revenue, and so on. I will…
154 00:17:51.200 ⇒ 00:17:53.700 Greg Stoutenburg: Put that in this call.
155 00:17:55.290 ⇒ 00:17:56.950 Jasmin Multani: Awesome.
156 00:17:57.610 ⇒ 00:18:04.670 Jasmin Multani: Thank you. Okay, so it looks like I don’t have access to that, but… That’s fine.
157 00:18:05.270 ⇒ 00:18:11.850 Jasmin Multani: So, Amber, just out of… just like a… as a gut feeling, no wrong answers,
158 00:18:12.180 ⇒ 00:18:17.940 Jasmin Multani: Does your dashboard… do you feel like your dashboard addresses most of these right now?
159 00:18:19.710 ⇒ 00:18:22.560 Amber Lin: Let me take a quick look.
160 00:18:22.710 ⇒ 00:18:30.480 Amber Lin: These are more than… So we’re essentially just answering on retail, and…
161 00:18:30.640 ⇒ 00:18:34.550 Amber Lin: Some of the partnerships… wait, partnerships… Dude.
162 00:18:35.870 ⇒ 00:18:36.679 Greg Stoutenburg: Wholesale and retail.
163 00:18:36.680 ⇒ 00:18:42.859 Amber Lin: Wholesale and retail, essentially. So the other ones are… they’re other teams.
164 00:18:43.470 ⇒ 00:18:54.039 Jasmin Multani: Okay, perfect. And given this column, it looks like we’ll be able to answer these other teams later on. But were you exposed to these questions?
165 00:18:54.750 ⇒ 00:18:57.480 Jasmin Multani: When building the dashboard, or should we…
166 00:18:58.130 ⇒ 00:19:03.820 Amber Lin: No, I would say this is a next step, because the first step was just to replicate what we have.
167 00:19:05.620 ⇒ 00:19:06.250 Jasmin Multani: Mmm.
168 00:19:09.570 ⇒ 00:19:12.770 Jasmin Multani: So, focus on these questions.
169 00:19:14.760 ⇒ 00:19:16.010 Jasmin Multani: Cool.
170 00:19:17.250 ⇒ 00:19:19.710 Jasmin Multani: The stressful to assist.
171 00:19:19.870 ⇒ 00:19:20.810 Jasmin Multani: Secondly…
172 00:19:24.010 ⇒ 00:19:25.920 Jasmin Multani: Okay, so we’re back here.
173 00:19:26.470 ⇒ 00:19:37.899 Jasmin Multani: So, OmniPilot Live. So before we say that this part of the stage is a success, Amber, I think we should, implement these questions. Does that make sense?
174 00:19:37.900 ⇒ 00:19:39.039 Amber Lin: I agree.
175 00:19:39.040 ⇒ 00:19:39.980 Jasmin Multani: Everyone agree?
176 00:19:41.690 ⇒ 00:19:42.709 Jasmin Multani: Cool, cool, cool.
177 00:19:43.110 ⇒ 00:19:57.519 Jasmin Multani: And then, just thinking ahead of time, so this next stage is gonna be April 8th, or April 7th, Omni Training Complete. So, Greg, does this mean, we’re gonna, by April 7th, we’ve…
178 00:19:57.600 ⇒ 00:20:03.560 Jasmin Multani: already met up with Element, and we’ve already, taught the retail and wholesale team.
179 00:20:04.110 ⇒ 00:20:04.830 Jasmin Multani: How to use it?
180 00:20:04.830 ⇒ 00:20:17.709 Greg Stoutenburg: So, yeah, Element has requested, and requested on Monday, some time to… to get into Omni and take a look and test out Blobby, and so the plan for this initial push has been to get
181 00:20:17.770 ⇒ 00:20:29.699 Greg Stoutenburg: a couple of topics built, get the retail and wholesale information in there, and then, and then show off Blobby, and get some friendly feedback that we can then use to, you know, revise and go on to the next step before we expand.
182 00:20:31.560 ⇒ 00:20:33.989 Greg Stoutenburg: So, in other words, that’s a qualified, yes, yes.
183 00:20:33.990 ⇒ 00:20:41.170 Jasmin Multani: Yes, cool, cool, cool. So, are we saying that by April 7th, that step will be done, or by April 7th, we’re starting that?
184 00:20:43.090 ⇒ 00:20:46.340 Greg Stoutenburg: Let me make sure that I’m in the right… Element Omni Plan.
185 00:20:46.640 ⇒ 00:20:47.860 Greg Stoutenburg: first pilot.
186 00:20:48.190 ⇒ 00:20:49.400 Greg Stoutenburg: I’ll first audio.
187 00:21:15.350 ⇒ 00:21:20.769 Greg Stoutenburg: Weird, I didn’t see that before. I don’t see it now.
188 00:21:22.760 ⇒ 00:21:23.649 Amber Lin: Bro, good question.
189 00:21:23.650 ⇒ 00:21:30.820 Greg Stoutenburg: Thanks for your… thanks for your patience while I learn how to use Linear right in front of you. Why… why, when I click the project, does it not open up and show that issue?
190 00:21:30.820 ⇒ 00:21:32.999 Amber Lin: I think you’ll need to…
191 00:21:33.490 ⇒ 00:21:41.649 Amber Lin: go to a timeline view, so maybe click on the link that Ral sent in the chat, that should lead you to the…
192 00:21:41.700 ⇒ 00:21:54.600 Amber Lin: the timeline view. But my question is, are these milestone deadlines set by AI, or, like, manually set by UTAM? Is this what we have in the contract, or are we still deciding?
193 00:21:55.120 ⇒ 00:22:07.229 Brylle Girang: this was based on the timeline that we have set in the accelerator doc, so this is not final. I think the main purpose of this call is for us to finalize what our timelines would look like.
194 00:22:07.300 ⇒ 00:22:08.070 Amber Lin: Okay.
195 00:22:08.070 ⇒ 00:22:20.129 Robert Tseng: Don’t worry about the contract. None of this stuff is going to be written to the contract. We don’t really commit to, like, dates on the contract. We just talk about phases. So this is really just an internal phasing for us, so that we can
196 00:22:20.270 ⇒ 00:22:27.380 Robert Tseng: just be clear that, like, this… this is actually… this is reasonable. Can we actually… I think what happened was, in our last time we did
197 00:22:27.520 ⇒ 00:22:45.150 Robert Tseng: the Omni rollout, like, I… we underestimated how long it was going to take. We said it was going to take 2 weeks, and now it’s, like, 5 weeks in, and we’re still, like, not really over the line. So, yeah, I just… I want… we’re doing this over again in a more intentional way, so that we’re better at estimating.
198 00:22:45.150 ⇒ 00:23:01.619 Robert Tseng: So, that’s why Greg’s on this call, he’s done it before. Amber, you have the most context as the analyst that has been on the client longest, and then Jasmine and Advait are probably going to come in and work with Element in some capacity once we expand with them this data this month. So, that’s kind of…
199 00:23:01.650 ⇒ 00:23:03.719 Robert Tseng: How all these pieces will fit together.
200 00:23:08.260 ⇒ 00:23:10.570 Greg Stoutenburg: Okay, so what… April 4th?
201 00:23:11.280 ⇒ 00:23:16.600 Greg Stoutenburg: April 7th is… Two and a half weeks from right now.
202 00:23:17.450 ⇒ 00:23:26.230 Greg Stoutenburg: We can have training on how to use Blobby, completed for revenue and wholesale.
203 00:23:26.450 ⇒ 00:23:32.929 Greg Stoutenburg: in two and a half weeks. Given everything that Amber just said, we can have training on those completed in two weeks.
204 00:23:32.930 ⇒ 00:23:56.960 Greg Stoutenburg: As far as expanding out to the other teams, having, all those other marts that are mentioned in the longer project mentioned, we… that’s… that would not be realistic under the current time frame. So, just for context, as we’re scoping out these timelines, here’s a story about the way that it worked for Eden. Eden already had everything in Tableau, so we were migrating from one BI tool to another, and showing off Omni’s self-service capabilities as the
205 00:23:56.960 ⇒ 00:24:08.209 Greg Stoutenburg: the core reason why this would be worth it to the client. Now, in this case, they don’t have a BI tool at all. So, the work that Amber is doing is much more from the ground up.
206 00:24:10.030 ⇒ 00:24:23.509 Greg Stoutenburg: That being the case, we should expect a longer ramp-up time than what we saw for Eden. In Eden, within a couple of weeks, we were able to get just about everything over, but it wasn’t completed and polished at the end of that time. More work had to be done.
207 00:24:24.820 ⇒ 00:24:43.140 Greg Stoutenburg: So, with that in mind, we should expect a longer ramp-up time for those expanded dashboard sets, but my understanding, given the description of what’s been done so far, is yes, we should be able to complete training for the first stakeholders on retail and wholesale in two and a half weeks from now.
208 00:24:44.910 ⇒ 00:24:50.900 Jasmin Multani: And that’s just gonna be one call. The training is just, like, one call, and a day’s worth of…
209 00:24:51.080 ⇒ 00:24:55.710 Jasmin Multani: Them asking us questions and us responding, right?
210 00:24:55.840 ⇒ 00:25:03.939 Greg Stoutenburg: Yeah, I mean, that’s… that’s essentially a call, and so the training part… the training is really easy, because…
211 00:25:03.940 ⇒ 00:25:27.889 Greg Stoutenburg: you know, the core value is you can just use the AI to write questions. You don’t have to learn how to do that. So, we show around the dashboards, we show what’s been done already. Now, if we’re providing those regular updates and client contact and getting feedback from them, then they should already know what’s coming. They’re already familiar with the reports that we’ve been giving them in an alternative format. So, it should be a matter of just, you know, nailing it on what those initial dashboard
212 00:25:28.320 ⇒ 00:25:41.559 Greg Stoutenburg: what those initial dashboards look like and what they represent, making sure that the data that’s coming in is what they expect to see, and that it’s accurate, and then we go, now check out how you can customize this, check out how you can use this LLM to ask questions and build new charts and things like that.
213 00:25:42.990 ⇒ 00:25:49.589 Jasmin Multani: But it looks like the next two weeks are gonna be really intense, and I just wanna gut check, like.
214 00:25:50.910 ⇒ 00:25:58.549 Jasmin Multani: do we have the bandwidth? I will definitely have the bandwidth to, actively review element stuff?
215 00:25:58.800 ⇒ 00:26:05.639 Jasmin Multani: But my gut says that, Amber, this next step
216 00:26:06.270 ⇒ 00:26:09.239 Jasmin Multani: We should have this polished by end of week.
217 00:26:09.710 ⇒ 00:26:13.779 Jasmin Multani: And by next week, we should just do, like, a soft share.
218 00:26:14.020 ⇒ 00:26:15.929 Jasmin Multani: With, with them, and…
219 00:26:16.050 ⇒ 00:26:25.359 Jasmin Multani: ask, like, hey, given, the questions that we just answered in the dashboard, let them do you think Shivani would be happy with this dashboard?
220 00:26:25.570 ⇒ 00:26:29.250 Jasmin Multani: Like, we should have this polished by end of week, in my opinion.
221 00:26:31.050 ⇒ 00:26:36.939 Amber Lin: I don’t know if I can promise polish by end of week, because there’s a lot of definitions that
222 00:26:37.460 ⇒ 00:26:41.950 Amber Lin: For example, at-risk of churn, the definition has never been settled.
223 00:26:42.040 ⇒ 00:26:46.090 Amber Lin: Because we were debating between two definitions. So,
224 00:26:46.170 ⇒ 00:27:01.850 Amber Lin: I can answer by the best of my ability, but these are more derived metrics, such as velocity, such as, like, these things… I can have an initial report, but expect back and forth between us and the client.
225 00:27:01.930 ⇒ 00:27:09.689 Amber Lin: At least on what the definition is. And because they have very high standards for what polish is.
226 00:27:10.090 ⇒ 00:27:13.380 Amber Lin: I… I don’t know what you mean by polish.
227 00:27:13.670 ⇒ 00:27:18.039 Amber Lin: So, I’m a bit… Reserved on the timeline there.
228 00:27:20.080 ⇒ 00:27:26.409 Jasmin Multani: Then I would push back on saying that we will have training complete.
229 00:27:27.140 ⇒ 00:27:33.800 Jasmin Multani: by this exact date. I think we should aim for it sometime that week, because… realistically.
230 00:27:34.400 ⇒ 00:27:36.600 Jasmin Multani: We’ll schedule a training.
231 00:27:37.900 ⇒ 00:27:40.560 Jasmin Multani: Once we’re done polishing, and then…
232 00:27:41.370 ⇒ 00:27:45.020 Jasmin Multani: assuming we have to, like, fit schedule, so I’m gonna…
233 00:27:45.540 ⇒ 00:27:56.750 Jasmin Multani: say that we give this, like, a breathing space of 1 or 2 days, but Amber, let’s just say the next 2 weeks, we… by end of next week, we should have it polished. Does that feel better?
234 00:27:57.500 ⇒ 00:28:11.240 Amber Lin: Yeah, I think by end of this week, I can have the basic one set up, and then, like, next week, we’ll be back and forth, are these metrics looking good? Do we have all the names to find? And internal testing of
235 00:28:11.510 ⇒ 00:28:17.669 Amber Lin: can AI answer these questions for us before we present to clients? So, that feels better.
236 00:28:18.440 ⇒ 00:28:22.590 Jasmin Multani: Okay, okay, alright. And then the turnaround will be fast, like, we’ll have Greg…
237 00:28:23.490 ⇒ 00:28:27.460 Jasmin Multani: Greg, what do you usually need when you have these, trainings?
238 00:28:28.680 ⇒ 00:28:48.459 Greg Stoutenburg: I want to have a couple things. So, the dashboards that the stakeholder’s expecting to see are completed, or at least some of them are, and they’re completed to a high degree of polish. I have been able to use Blobby to ask questions that I know they would want to ask, and I’ve tested it out, and Blobby has returned
239 00:28:48.460 ⇒ 00:28:54.350 Greg Stoutenburg: results that are… true and useful, and then I can put it in front of them.
240 00:29:00.750 ⇒ 00:29:16.210 Jasmin Multani: So, dashboard is polished, and as we’re building this out and stress testing the dashboard, Amber and I will ask it some basic questions, so that we can validate, like, is this working as expected? And then you can use that for your training.
241 00:29:16.610 ⇒ 00:29:26.729 Greg Stoutenburg: Yeah, yes, precisely. So, so given that we know, you know, it’s a helpful level set that for, you know, just looking at the retail questions here, right? Like, Shivani has provided us
242 00:29:27.440 ⇒ 00:29:42.979 Greg Stoutenburg: this information that… the kind of question she’d want to be able to ask is, how much product is each retailer purchasing, and how frequently? So when we can go into Omni, and find the right topic, and ask that question, and get the right answer, then that’s, like, check.
243 00:29:43.050 ⇒ 00:29:55.000 Greg Stoutenburg: she’s kind of given us acceptance criteria here. They’re not complete acceptance criteria, you know, there’s work to do on our side still, but as far as what that initial interaction would look like when we put Omni in front of them, and go, here, you know.
244 00:29:55.140 ⇒ 00:29:57.400 Greg Stoutenburg: Kick the tires, check it out, you’re gonna like it.
245 00:29:57.710 ⇒ 00:30:00.439 Greg Stoutenburg: We can expect that they’ll rely on those questions.
246 00:30:03.050 ⇒ 00:30:09.689 Jasmin Multani: Okay, sounds good. And we can build that as we go along, ahead of your training.
247 00:30:09.870 ⇒ 00:30:13.610 Jasmin Multani: So this last… Are there any questions?
248 00:30:14.540 ⇒ 00:30:16.090 Jasmin Multani: Reservations.
249 00:30:18.890 ⇒ 00:30:19.690 Jasmin Multani: Nope.
250 00:30:20.130 ⇒ 00:30:31.430 Amber Lin: I think we’re just agreeing on that our definition of polished, or good enough, is be able to answer those questions, and not just replicate what we have in spreadsheets, right?
251 00:30:33.330 ⇒ 00:30:37.170 Jasmin Multani: Yes, I mean, yeah, yeah, we’ll, we’ll do…
252 00:30:37.930 ⇒ 00:30:44.619 Jasmin Multani: like, active… I’ll stress test it actively every other day, and just check for…
253 00:30:44.930 ⇒ 00:30:49.969 Jasmin Multani: minor things, like, hey, are things capitalized or not?
254 00:30:49.970 ⇒ 00:30:54.070 Amber Lin: Yeah, awesome. That would be great, to have another set of eyes.
255 00:30:54.360 ⇒ 00:30:57.189 Jasmin Multani: I have a template…
256 00:30:57.330 ⇒ 00:31:09.750 Jasmin Multani: that I wrote for them for the slide deck, I can share that over, and that can be… it’ll state, like, V0 of a dashboard launch, make sure you have these things ready. So…
257 00:31:10.780 ⇒ 00:31:15.400 Jasmin Multani: I’ll send that over to you, and I’ll drop it in the data team, so everyone else can look at it, too.
258 00:31:17.420 ⇒ 00:31:18.650 Jasmin Multani: Okay, cool.
259 00:31:19.110 ⇒ 00:31:28.289 Jasmin Multani: Jocelyn to send over… a good word.
260 00:31:29.570 ⇒ 00:31:33.620 Jasmin Multani: to, too many locations.
261 00:31:40.720 ⇒ 00:31:48.780 Jasmin Multani: Now, this final phase of, this final milestone For the first value.
262 00:31:49.260 ⇒ 00:32:03.700 Jasmin Multani: We… looks like there’s gonna be a polished doc about what can I answer. I feel like we can build this as we go along, especially with the template, that… that dashboarding template, must-haves, so…
263 00:32:04.730 ⇒ 00:32:10.810 Jasmin Multani: we can, build this as we go along, and by next week, we can get, like, a V1 of this.
264 00:32:11.340 ⇒ 00:32:13.009 Amber Lin: Yeah, sounds good.
265 00:32:14.650 ⇒ 00:32:18.970 Jasmin Multani: And then, Greg will also send this over to you, so that…
266 00:32:19.310 ⇒ 00:32:21.590 Jasmin Multani: We can also cross-track, like.
267 00:32:22.590 ⇒ 00:32:33.349 Jasmin Multani: If all the questions that your audience is asking maps out to this guide, and if there are other questions that they’re asking outside the scope, like.
268 00:32:33.550 ⇒ 00:32:37.839 Jasmin Multani: what are they? We can notate those down.
269 00:32:38.390 ⇒ 00:32:40.010 Greg Stoutenburg: Yeah, yep, sounds good.
270 00:32:41.470 ⇒ 00:32:42.060 Jasmin Multani: Cool.
271 00:32:43.150 ⇒ 00:32:46.139 Jasmin Multani: And, have we made a guide like this before?
272 00:32:46.280 ⇒ 00:32:47.850 Jasmin Multani: What can I answer right now?
273 00:32:58.470 ⇒ 00:33:00.000 Jasmin Multani: We can check on that later.
274 00:33:01.360 ⇒ 00:33:02.050 Greg Stoutenburg: Yup.
275 00:33:14.240 ⇒ 00:33:15.260 Jasmin Multani: Okay.
276 00:33:15.700 ⇒ 00:33:19.760 Jasmin Multani: I feel like…
277 00:33:20.090 ⇒ 00:33:25.650 Jasmin Multani: The last two milestones are, like, a day’s worth of, check, as long as we’re…
278 00:33:26.000 ⇒ 00:33:31.309 Jasmin Multani: Very, focused on cross-communication in these first two weeks.
279 00:33:31.710 ⇒ 00:33:32.470 Jasmin Multani: Right?
280 00:33:34.810 ⇒ 00:33:35.460 Jasmin Multani: Okay.
281 00:33:36.030 ⇒ 00:33:42.720 Jasmin Multani: And then Amber, you and I will work closely on those dashboardings and, like, those quick turnaround reviews.
282 00:33:42.840 ⇒ 00:33:51.349 Jasmin Multani: And, after each update, we can, like, spread it out to our internal team, so they know where we stand.
283 00:33:52.020 ⇒ 00:33:57.310 Amber Lin: Awesome. Will you be available during business hours for these two weeks?
284 00:33:58.340 ⇒ 00:34:01.849 Jasmin Multani: Ye… if you just Slack me.
285 00:34:02.650 ⇒ 00:34:09.930 Jasmin Multani: That would work. My calendar has the hours where I’ll be literally sitting on a laptop.
286 00:34:10.370 ⇒ 00:34:25.300 Jasmin Multani: And actively doing work that I want to do. And then, I’ve already told my team… I’ve told my teammates that I’m leaving, so we’ve already begun delegating and down-ramping. I’ll be telling HR,
287 00:34:25.480 ⇒ 00:34:28.370 Jasmin Multani: after I take… next week’s PTO.
288 00:34:28.510 ⇒ 00:34:33.880 Jasmin Multani: And then, my start date officially is gonna be April 6th.
289 00:34:34.350 ⇒ 00:34:35.510 Amber Lin: Okay.
290 00:34:35.710 ⇒ 00:34:39.340 Amber Lin: Yeah, sounds good. I just want to make sure I can ask you questions.
291 00:34:39.960 ⇒ 00:34:40.880 Jasmin Multani: Yeah, yeah.
292 00:34:41.489 ⇒ 00:34:50.839 Jasmin Multani: Next week, I will be traveling, but I can bring a laptop, so just directly… you can directly text me, and then I can review the dashboards at night.
293 00:34:51.750 ⇒ 00:34:52.440 Amber Lin: Okay.
294 00:34:54.040 ⇒ 00:34:55.140 Amber Lin: Sounds good.
295 00:34:56.870 ⇒ 00:34:59.359 Jasmin Multani: I’m also interested in this…
296 00:34:59.740 ⇒ 00:35:07.330 Jasmin Multani: But, Robert, do you feel like we should start talking about expansion, or should we finish First Value First?
297 00:35:08.290 ⇒ 00:35:12.580 Robert Tseng: If we feel like we’re good with First Valley, then we can move to expansion.
298 00:35:13.640 ⇒ 00:35:18.009 Jasmin Multani: Okay, I just wanna gut check what this stuff is…
299 00:35:19.070 ⇒ 00:35:23.640 Robert Tseng: I’m, like, not participating as much as I want, because I’m literally just…
300 00:35:23.990 ⇒ 00:35:34.400 Robert Tseng: like, Uten is talking to Shivani right now, and I’m, like, giving him negotiation, like, things, so, like, my mind is kind of not fully here.
301 00:35:34.940 ⇒ 00:35:36.699 Jasmin Multani: You know what? We’re good.
302 00:35:37.070 ⇒ 00:35:51.339 Jasmin Multani: we’ll drive the last 30 minutes. Okay. So, for the rest of the team, let’s just, like, take a soft look into what would require… what we would require from us in this expansion phase.
303 00:35:51.480 ⇒ 00:35:56.529 Jasmin Multani: We don’t have to hammer out details just yet, but let’s look through them.
304 00:35:56.930 ⇒ 00:36:05.079 Jasmin Multani: So, expansion… Roll out, training, complete, documentation, accelerator, closeout.
305 00:36:05.210 ⇒ 00:36:11.800 Jasmin Multani: So… I think my gut says, for expansion.
306 00:36:12.550 ⇒ 00:36:19.699 Jasmin Multani: What we’re gonna need is, a line on the next round of, teams.
307 00:36:19.820 ⇒ 00:36:29.220 Jasmin Multani: To expand to… And then, rinse… Rinse and repeat the process.
308 00:36:30.020 ⇒ 00:36:34.320 Jasmin Multani: using… this documentation.
309 00:36:35.970 ⇒ 00:36:41.430 Jasmin Multani: Ideally, we’ll have, like, a slow phase, because I feel like
310 00:36:42.770 ⇒ 00:36:52.270 Jasmin Multani: these are a lot of metrics that we need to… need to expand into. So let’s ask if we need… if we’re expanding into all of these other rows, or just to select.
311 00:36:57.640 ⇒ 00:37:05.690 Jasmin Multani: And, even before… even in this current phase, do you guys know if we have access to Element’s quarterly plans?
312 00:37:06.150 ⇒ 00:37:07.410 Jasmin Multani: Quarterly calls.
313 00:37:08.770 ⇒ 00:37:09.550 Robert Tseng: Yeah, we do.
314 00:37:13.010 ⇒ 00:37:19.600 Jasmin Multani: So, jasmine to… I’m sorry.
315 00:37:22.210 ⇒ 00:37:27.170 Jasmin Multani: And see… Absolutely.
316 00:37:28.990 ⇒ 00:37:30.920 Jasmin Multani: for Q2…
317 00:37:36.200 ⇒ 00:37:42.230 Jasmin Multani: Which is in 2 weeks, anyways. Let’s go back to this.
318 00:37:42.380 ⇒ 00:37:51.720 Jasmin Multani: So I feel like we’re gonna have to ask which teams to expand into, and what bank, like, how much time that’ll take to expand into other metrics. And from there.
319 00:37:52.530 ⇒ 00:37:57.330 Jasmin Multani: Greg, how do you think, training will be different in this next expansion phase?
320 00:37:58.310 ⇒ 00:38:14.449 Greg Stoutenburg: So, just to go back a little bit, I mean, I think the guidance for what we’re going to expand into is, sort of laid out by the questions on the doc that Shivani shared, so I think we can rely on those for what we’ll be building next,
321 00:38:14.940 ⇒ 00:38:21.529 Greg Stoutenburg: I think that’s something that we should do, is we should continue replicating reporting that they’re already relying on, but putting it in the BI tool.
322 00:38:21.550 ⇒ 00:38:40.400 Greg Stoutenburg: But I think to really wow them, it won’t be enough to just go, you know, at least for everything. You had it in a spreadsheet, now it’s an Omni, right? I think it’ll need to be more than that. Like, we want to really show them the power of relying on a BI tool at all. So, it will take some, it’ll take some strategy work.
323 00:38:40.470 ⇒ 00:38:47.789 Greg Stoutenburg: You know, especially from me, figuring out what that’s going to look like for these different groups of stakeholders and topic areas.
324 00:38:48.040 ⇒ 00:38:52.080 Greg Stoutenburg: So, that’s one comment.
325 00:38:52.320 ⇒ 00:39:09.039 Greg Stoutenburg: Another comment is, as far as the training goes, though, yeah, it will be pretty much rinse and repeat. If we’ve got all the data that needs to be there, the dashboards look good, and they’re polished, we’ve already run a few questions by Blobby, and made sure that Blobby’s giving us the
326 00:39:09.040 ⇒ 00:39:18.019 Greg Stoutenburg: kinds of answers that look valuable and accurate, then, yeah, then the stakeholder types in a question, they get their answer, they go, actually, this is pretty cool.
327 00:39:20.900 ⇒ 00:39:21.600 Jasmin Multani: Okay.
328 00:39:22.560 ⇒ 00:39:34.280 Jasmin Multani: And, just in… historically, what has the follow-up looked like when you do trainings? Like, how do they reach out? Do they reach out to you? Do they reach out to Omni?
329 00:39:35.560 ⇒ 00:39:55.619 Greg Stoutenburg: So… so I did the trainings for Eden stakeholders, and there was some live feedback on the call that I just went and turned into a ticket, and, you know, we… we changed what we needed to. There were comments in Slack that were like, you know, hey, this looks this way, but I want it to look that way, and then that gets turned into a ticket and a change.
330 00:39:55.680 ⇒ 00:40:02.269 Greg Stoutenburg: they have not, to my knowledge, reached out to Omni directly about how to do anything with Omni.
331 00:40:02.440 ⇒ 00:40:15.349 Greg Stoutenburg: But now, importantly, one of the things that makes this different from Eden, which was… that was just the other one that I did. What makes it different is, again, Eden had already… already had everything in Tableau, so the project there was just…
332 00:40:16.090 ⇒ 00:40:24.990 Greg Stoutenburg: copy and paste into Omni, make it look the way that they expect, and then show that… show what Blobby can do on top of what they were doing with Tableau.
333 00:40:25.900 ⇒ 00:40:26.580 Jasmin Multani: Okay.
334 00:40:27.320 ⇒ 00:40:36.670 Jasmin Multani: I think in that… in the pilot, first value phase, we should also track elements… internal adoption.
335 00:40:36.970 ⇒ 00:40:38.410 Jasmin Multani: How are they using it?
336 00:40:39.340 ⇒ 00:40:43.550 Jasmin Multani: Are they using it? What questions?
337 00:40:43.700 ⇒ 00:40:46.909 Jasmin Multani: Who is using it most often?
338 00:40:47.270 ⇒ 00:40:48.350 Jasmin Multani: cadence.
339 00:40:49.140 ⇒ 00:40:50.810 Jasmin Multani: Throughout week.
340 00:40:51.950 ⇒ 00:41:04.459 Jasmin Multani: I think this will be helpful for us to start tracking our own, success metrics, and say, hey, Shivani, like, initially in that first week, this is what… this is what your team’s behavior was.
341 00:41:04.680 ⇒ 00:41:17.800 Jasmin Multani: Given these interventions that, our team has helped you on, and these turnarounds on these dashboards, from pilot to expansion, look at how much more your,
342 00:41:18.050 ⇒ 00:41:23.750 Jasmin Multani: team is growing. This will also help us time-lock whatever growth that they… growth or…
343 00:41:24.210 ⇒ 00:41:29.489 Jasmin Multani: insights that they’ve unlocked, within their team, we can timelock and be like, hey.
344 00:41:29.630 ⇒ 00:41:41.340 Jasmin Multani: look, your team started using this pretty often around this time. This is also when you unlocked an insight and created a net new build. Like, clearly this, collaboration was a success. Just to seal the deal there.
345 00:41:44.970 ⇒ 00:42:00.750 Jasmin Multani: But it looks like, I think Omni on Slack, their team, already pointed us that we can track, frequently asked questions, and it looks like we can, through admin, permissions, we can track who the users are.
346 00:42:02.800 ⇒ 00:42:10.660 Robert Tseng: Can you share your docs, Jasmine? I wanna, like, take, like, a few minutes to just run it from the top for myself, so I can, like, actually go back to them with this.
347 00:42:13.910 ⇒ 00:42:21.689 Robert Tseng: And I also left a few open-ended questions that I feel like we need to answer here. I’m not… we don’t have to, like, assign names yet, but, like, we just need to know, like.
348 00:42:22.130 ⇒ 00:42:30.600 Robert Tseng: Actually, we should assign names. Like, it’s gonna be… if your name is not assigned, then you’re just not gonna be on this project, is basically… if you don’t slot into any of these.
349 00:42:35.080 ⇒ 00:42:36.020 Jasmin Multani: Let’s do…
350 00:42:41.240 ⇒ 00:42:43.109 Robert Tseng: Where did you… where did you put it?
351 00:42:43.810 ⇒ 00:42:46.049 Robert Tseng: You just, like, shared it via email or something?
352 00:42:46.210 ⇒ 00:42:49.250 Jasmin Multani: Yeah, my bad. Let me just drop it here.
353 00:42:50.620 ⇒ 00:42:51.699 Jasmin Multani: Let me share it with everyone.
354 00:42:51.700 ⇒ 00:42:52.230 Robert Tseng: Okay.
355 00:42:57.140 ⇒ 00:42:57.890 Robert Tseng: Okay.
356 00:42:58.650 ⇒ 00:43:06.509 Robert Tseng: So… I’m just gonna read it out loud, because I don’t have any visual thing to follow.
357 00:43:09.790 ⇒ 00:43:15.709 Robert Tseng: Okay, so for the first phase of Elements pilots, we are going to…
358 00:43:18.500 ⇒ 00:43:22.700 Robert Tseng: Be confirming with the wholesale and retail team.
359 00:43:23.260 ⇒ 00:43:24.670 Robert Tseng: Which metrics?
360 00:43:24.820 ⇒ 00:43:26.560 Robert Tseng: will be defined.
361 00:43:26.900 ⇒ 00:43:29.269 Robert Tseng: Using the initial topics that we’ve already created.
362 00:43:29.970 ⇒ 00:43:39.229 Robert Tseng: The success criteria are… these open-ended questions. Basically, common questions about…
363 00:43:42.040 ⇒ 00:43:49.879 Robert Tseng: Products… okay, well, I’m just gonna say common… common questions, like, I’m not gonna… yeah, but, like, I think that’s what that list of questions is.
364 00:43:50.210 ⇒ 00:43:54.650 Robert Tseng: And we’re also going to be…
365 00:43:54.840 ⇒ 00:44:00.329 Robert Tseng: Kind of standing up these, like, final dashboard template, or these dashboard templates.
366 00:44:00.860 ⇒ 00:44:07.699 Robert Tseng: so that we can… Be ready to build.
367 00:44:07.860 ⇒ 00:44:09.260 Robert Tseng: more reports.
368 00:44:09.980 ⇒ 00:44:11.100 Robert Tseng: Quickly?
369 00:44:11.270 ⇒ 00:44:14.009 Robert Tseng: I’m not quite sure, I’m just… I’m reading out, like.
370 00:44:14.240 ⇒ 00:44:20.980 Robert Tseng: I’m trying to read, like, the overall… if I were imagining this doc in slides, like, what’s the title of each slide? So…
371 00:44:23.140 ⇒ 00:44:28.230 Robert Tseng: And then… We will…
372 00:44:31.870 ⇒ 00:44:39.930 Robert Tseng: Okay, I’m a little bit confused from there. Like, it’s like, okay, pilot window, scope… is there.
373 00:44:40.340 ⇒ 00:44:43.000 Robert Tseng: Success criteria, it’s kind of there.
374 00:44:43.410 ⇒ 00:44:47.930 Robert Tseng: And then, like, what… Like, what the… what is the…
375 00:44:49.390 ⇒ 00:44:54.010 Robert Tseng: end of the pilot, I think, is unclear to me. Like, looking at quarterly goals, like.
376 00:44:54.290 ⇒ 00:45:02.550 Robert Tseng: at this point, we’re not asking them any more questions. They’ve shared all of their, like, high-level objectives with us. Like, we have this timeline, there’s a 6-month roadmap with them.
377 00:45:02.600 ⇒ 00:45:14.499 Robert Tseng: BI is just one part of it. They’re not adding headcount, they’re not looking for necessarily insights that are gonna directly… it’s not a… this is not a growth, like, kind of project, this is like a…
378 00:45:14.660 ⇒ 00:45:19.079 Robert Tseng: Get reporting organized, get everybody to start self-serving.
379 00:45:19.210 ⇒ 00:45:34.319 Robert Tseng: migrate out of spreadsheets into BI. Like, that’s… that’s, like, the type of, objective that we have. So there is not going to be an OPR that this rolls up to. Like, this is, like, kind of governance and reporting that we are kind of spearheading. So…
380 00:45:34.360 ⇒ 00:45:52.210 Robert Tseng: Then the expansion is like, yeah, once wholesale and retail are like, great, this is really good, we like how we can answer our own questions, the reports kind of meet our needs, then they’re going to point us to other teams to, yeah, like, rinse and repeat the process. So I think that… that part makes sense to me.
381 00:45:55.990 ⇒ 00:46:10.140 Robert Tseng: Yeah, I mean, I wish we got more tactical on, like, what exactly are the… is the shortlist topics and dashboards. Like, I don’t think we spent time on this call, like, really describing, like, what these reports should look like, so,
382 00:46:10.450 ⇒ 00:46:21.390 Robert Tseng: you know, I frankly just don’t have that much confidence in just defining the topics in Omni and, like, not knowing what the end result should be. So, like, I feel like…
383 00:46:21.530 ⇒ 00:46:33.729 Robert Tseng: whoever is going to be working this project needs to know what the dashboards are looking like. For Eden, it was a lot easier. Greg and the team had just had to copy-paste, like, what me and other people have already built in Tableau.
384 00:46:33.810 ⇒ 00:46:46.300 Robert Tseng: this is not the case. They have nothing currently. We’re standing these up from scratch. I mean, BI reports are not that crazy, so, like, there’s probably some overlap, but, like, we need to actually kind of design, like, what those… what those things look like, so…
385 00:46:46.430 ⇒ 00:46:57.760 Robert Tseng: Yeah, like, I think there’s gonna have to be somebody, in this crew that’s going to own what that looks like. And you’re gonna be on the hook for every… for the, like, what…
386 00:46:58.120 ⇒ 00:47:11.490 Robert Tseng: making sure that the creation of the dashboards and what they look like is going to be sufficient for their team. So, that to me, is kind of, like, a missing piece that we haven’t… that we, like, just kind of went around on this call.
387 00:47:11.650 ⇒ 00:47:16.610 Robert Tseng: And then, like, yeah, I think just other, like, ownership and responsibilities. Like, I…
388 00:47:16.670 ⇒ 00:47:33.259 Robert Tseng: I’m not saying we need to assign tickets to people today, but I want to know who is going to, like, work which piece, and so I can see, do we actually need four people on this client, or am I going to take two people off and we’re just gonna do two? Like, I don’t know, like, I would have… I mean, I would like to know that.
389 00:47:33.260 ⇒ 00:47:37.809 Robert Tseng: And you can tell me by the end of the week, that’s… that’s fine. But, like, that’s… that’s what I want… that’s what I want to know.
390 00:47:39.640 ⇒ 00:47:49.610 Jasmin Multani: Okay, in the meantime, I’m looking up the template, that I may… Okay, one second.
391 00:47:49.880 ⇒ 00:47:55.760 Jasmin Multani: But, for that first question of governance, I’m happy to chime in as…
392 00:47:57.630 ⇒ 00:48:03.040 Jasmin Multani: to… to help define what polish looks like.
393 00:48:03.150 ⇒ 00:48:06.120 Jasmin Multani: and hand that over, and work with Amber.
394 00:48:06.300 ⇒ 00:48:08.519 Jasmin Multani: Who’ll be working on the topics.
395 00:48:09.760 ⇒ 00:48:11.550 Jasmin Multani: Amber, do you feel comfortable with that?
396 00:48:14.940 ⇒ 00:48:16.430 Jasmin Multani: And,
397 00:48:17.400 ⇒ 00:48:30.240 Jasmin Multani: yeah, from there, I don’t want to just, like, dump a bunch of work on you, and just tell you to do it. So, feel free to push back on, like, what’s realistically going to be built, and what, will be…
398 00:48:30.780 ⇒ 00:48:36.429 Jasmin Multani: we’ll be able to stand up for a V0 before that polished look comes through.
399 00:48:39.270 ⇒ 00:48:40.940 Amber Lin: Yeah, makes sense.
400 00:48:45.620 ⇒ 00:48:48.710 Jasmin Multani: Here… okay, so I’m gonna share this.
401 00:48:49.460 ⇒ 00:48:51.590 Jasmin Multani: Just cause that was our first step.
402 00:49:02.120 ⇒ 00:49:04.780 Jasmin Multani: I’ll put our names together.
403 00:49:08.160 ⇒ 00:49:15.450 Jasmin Multani: Okay, so the next question would be, who migrates sheet reporting into Omni?
404 00:49:18.700 ⇒ 00:49:22.180 Jasmin Multani: Is this, is this what you mentioned by sheet reporting?
405 00:49:22.920 ⇒ 00:49:39.940 Robert Tseng: Yeah, I guess this is kind of like… well, everything… all the reporting they have in the company exists in Google Sheets. They don’t have a BI tool. So, these questions were kind of sourced from the different teams when we interviewed them. We’ve built some, like, Google Sheet reports for them already.
406 00:49:40.170 ⇒ 00:49:45.700 Robert Tseng: So, like… I kind of view it as, like, We have a…
407 00:49:45.830 ⇒ 00:49:59.159 Robert Tseng: we’re building things from the bottom up, from modeling to topics and, like, unlocking capabilities for people to ask open-ended questions. Then there’s also the set of existing reports, and that’s, like, top-down, like, it’s just…
408 00:49:59.500 ⇒ 00:50:04.079 Robert Tseng: Ached, and, like, Copy, paste, or, like…
409 00:50:04.540 ⇒ 00:50:07.720 Robert Tseng: I don’t know if copy-paste is the right framework, but, like.
410 00:50:08.080 ⇒ 00:50:16.330 Robert Tseng: we just need to replicate what they have in people’s seats in honor. So…
411 00:50:16.830 ⇒ 00:50:20.710 Robert Tseng: Yeah, like, we need to be kind of doing both,
412 00:50:21.570 ⇒ 00:50:23.849 Robert Tseng: I… I mean, that’s what I think, so…
413 00:50:25.380 ⇒ 00:50:35.270 Robert Tseng: I think the ones that they rely on for Google Sheets is fine, because that’s less urgent to migrate over first, so they already have existing reporting for that, but that’s on our roadmap as well.
414 00:50:35.540 ⇒ 00:50:37.840 Robert Tseng: And whatever…
415 00:50:38.370 ⇒ 00:50:48.350 Robert Tseng: that whatever questions can’t be answered with the existing reports, those are the ones that need to be, like, prioritized. So, I just… I don’t think we have, like, a sense of, like.
416 00:50:49.130 ⇒ 00:50:55.079 Robert Tseng: what… Which questions are going to be builds it out.
417 00:50:55.420 ⇒ 00:50:56.770 Robert Tseng: first, and…
418 00:50:56.890 ⇒ 00:51:04.790 Robert Tseng: like, that whole… the sequencing there, I think, is… I don’t… I don’t think anybody has, like, said, like, what that should be yet.
419 00:51:06.850 ⇒ 00:51:15.620 Jasmin Multani: Okay. Can I… does anyone feel strongly about taking this before I start giving my opinion?
420 00:51:18.230 ⇒ 00:51:28.950 Amber Lin: I just did the wholesale and retail ones that I’ve been exposed to and helped them build. I have not been exposed to any of their other reporting, especially on other teams.
421 00:51:32.450 ⇒ 00:51:44.620 Robert Tseng: Yeah, which is fine. I think for the… for the purposes of this, pilot or whatever, like, I think what Amber… it seems like what Amber is working on, it, like, makes sense. So maybe, like, my… I mean, I’m just gonna spitball, but, like.
422 00:51:44.870 ⇒ 00:51:51.429 Robert Tseng: while Amber’s working on that, that’s clearly the P0 for the pilot. Like, those are the things, those are the reports that we know the best. It’s gonna take
423 00:51:51.530 ⇒ 00:52:04.710 Robert Tseng: a lot of domain, like, kind of just digging within with the teams, like, I have a call with their tech team in, like, 10 minutes. So, like, maybe the other stuff is, like, where we start to loop Advait into, and he’s gonna spend time with those teams.
424 00:52:04.850 ⇒ 00:52:19.349 Robert Tseng: They may or may not have reports already. If they do, we’re not the ones that maintain them, and so he’s gonna be spending time with them, learning their requirements, knowing the gaps in their metrics, and then he’s gonna end up kind of building out his own roadmap. So maybe we do just need to have both Amber
425 00:52:19.350 ⇒ 00:52:26.569 Robert Tseng: and Advate on this, and we’re working on the T0, and then giving Advate some time to ramp up by just spending time with the other… with the other teams.
426 00:52:30.740 ⇒ 00:52:38.359 Jasmin Multani: Amber on the P0, and then Abbott for… Stroke publishing, and heavy.
427 00:52:39.050 ⇒ 00:52:52.470 Robert Tseng: Yeah, it can be, like, a review layer for Amber, and then also, yeah, I think, you know, he’s… he should be ready to just go in front of a client, so I feel comfortable just putting it in front of somebody, as early as we can.
428 00:52:53.220 ⇒ 00:52:57.250 Jasmin Multani: Okay, cool, cool, cool. And Brill, I know you…
429 00:52:57.500 ⇒ 00:53:04.549 Jasmin Multani: had access to this Google Sheet. Can I ask you to stockpile all existing Google Sheets here?
430 00:53:05.280 ⇒ 00:53:10.320 Jasmin Multani: that are… that the Element team, leans on for reporting.
431 00:53:11.120 ⇒ 00:53:16.110 Brylle Girang: I think Amber would have, all of those sheets. Can you confirm, Amber?
432 00:53:17.530 ⇒ 00:53:20.289 Amber Lin: Yeah, I can drop them in here.
433 00:53:21.850 ⇒ 00:53:22.539 Robert Tseng: They should all be bleed.
434 00:53:22.540 ⇒ 00:53:22.940 Amber Lin: Oh.
435 00:53:22.940 ⇒ 00:53:28.290 Robert Tseng: data platform documentation. If they are not already, then that’s probably where it should go, because that’s what…
436 00:53:29.150 ⇒ 00:53:35.400 Robert Tseng: you know, when Shivani and Phil are like, okay, Brain Forge, like, what have you produced for us? Like, it should all be in one place.
437 00:53:36.510 ⇒ 00:53:38.830 Jasmin Multani: So this is the source of truth, this link.
438 00:53:39.670 ⇒ 00:53:40.350 Jasmin Multani: Yeah.
439 00:53:40.350 ⇒ 00:53:56.549 Robert Tseng: Like, every… if it’s not in there, then you should point people to be dumping it here, and not… yeah, I mean, your doc is fine, I understand you’re trying to structure your own thinking, but, yeah, I guess as you guys are helping Jasmine organize, like, make sure that it’s all in the… in the data platform documentation.
440 00:53:57.590 ⇒ 00:54:02.799 Robert Tseng: Because I also want that to be, like, the one place that Advay goes to as he’s learning, like, what’s going on in this client.
441 00:54:03.190 ⇒ 00:54:19.270 Robert Tseng: I mean, he’ll get onboarded on the other tools, like, but, like, this… as far as, like, the client-facing single source of truth, that Google Sheet is the only thing that we should be putting in front of… or not the only thing, but the main thing that we’re putting in front of, Elvin.
442 00:54:21.630 ⇒ 00:54:29.400 Jasmin Multani: Okay, that makes sense. Amber, I’m gonna ask you to just do another sanity check of this sheet and make sure that
443 00:54:29.510 ⇒ 00:54:32.420 Jasmin Multani: Your wholesale and retail data information is…
444 00:54:32.880 ⇒ 00:54:33.750 Jasmin Multani: Up to date.
445 00:54:34.400 ⇒ 00:54:42.299 Robert Tseng: Yeah, and then I think Greg can kind of be looped in more for the stakeholder enablement and training. So that, I mean, I guess he’s not going to be urgently doing that until, like.
446 00:54:42.410 ⇒ 00:54:49.000 Robert Tseng: reports are ready for review, you know, we’ve already reviewed them internally, then, you know, Greg’s basically gotta go in and
447 00:54:49.140 ⇒ 00:54:56.280 Robert Tseng: gotta be the person to teach people how to use it. So, I think that… that could be a good… a good, like, cycle, for… for us.
448 00:54:56.280 ⇒ 00:54:56.870 Jasmin Multani: food.
449 00:54:58.580 ⇒ 00:54:59.360 Jasmin Multani: Okay.
450 00:55:00.320 ⇒ 00:55:03.870 Jasmin Multani: This looks good to me. I definitely have to clean this up.
451 00:55:04.090 ⇒ 00:55:06.540 Jasmin Multani: And do people want, like, a…
452 00:55:07.400 ⇒ 00:55:12.270 Jasmin Multani: we want to lean on this, or can I just use this for my own purpose?
453 00:55:14.330 ⇒ 00:55:16.500 Robert Tseng: I think you should just feel free to take whatever you want.
454 00:55:16.500 ⇒ 00:55:18.000 Greg Stoutenburg: But, that’s a closing.
455 00:55:18.550 ⇒ 00:55:19.220 Robert Tseng: Yeah.
456 00:55:20.020 ⇒ 00:55:23.970 Robert Tseng: I think this was helpful to kind of outline it this way. I think,
457 00:55:24.410 ⇒ 00:55:27.160 Robert Tseng: Yeah, you know, we should all kind of have our own…
458 00:55:27.830 ⇒ 00:55:36.209 Robert Tseng: I mean, I don’t think we need to have that many versions, but, like, yeah, I mean, I think this is helpful for me. So, however you end up using it, I mean, I think it’s…
459 00:55:36.360 ⇒ 00:55:37.110 Robert Tseng: Sounds good.
460 00:55:37.640 ⇒ 00:55:48.070 Jasmin Multani: Yeah, yeah, yeah. I know, I know this is, like, a recording-heavy, company, but just out of my own habit of, like, trying to remember things, and remember the nuances, like.
461 00:55:48.230 ⇒ 00:55:55.740 Jasmin Multani: I usually type out agenda meetings, and then if anyone wants to, like, read through it, feel free. I’ll have this, like, updated.
462 00:55:56.250 ⇒ 00:56:02.069 Robert Tseng: Yeah. No, I think… I think this is a good practice. When I’m kind of outlining analysis, I still write it out.
463 00:56:02.220 ⇒ 00:56:04.240 Robert Tseng: with Google Docs, so…
464 00:56:05.750 ⇒ 00:56:06.200 Jasmin Multani: Sounds good!
465 00:56:06.200 ⇒ 00:56:17.359 Amber Lin: Okay. Quick question on the data platform doc. Where should I put the links? It feels like a documentation of the client’s dashboards, but not our dashboards.
466 00:56:19.230 ⇒ 00:56:21.010 Robert Tseng: What?
467 00:56:21.350 ⇒ 00:56:25.409 Robert Tseng: would be the difference? Are we making dashboards that aren’t shared with the client?
468 00:56:26.030 ⇒ 00:56:34.179 Amber Lin: No, it’s shared with the client, but there’s no… there’s zero documentation of where that is, so wondering where I should put that.
469 00:56:39.100 ⇒ 00:56:40.649 Jasmin Multani: Have you used this spreadsheet before?
470 00:56:43.340 ⇒ 00:56:55.740 Robert Tseng: I think we have this, like, a basic template we use for every client. I think it ends up kind of looking different for every person. I mean, this one looks like it should be. It’s called dashboards, right? These are all the reports that we’ve built. They just have no links, yeah.
471 00:56:56.510 ⇒ 00:57:04.800 Amber Lin: I see, these are mostly what clients have already? Yeah, but I can… I’ll add it here. Oh, I need to… we need to update this.
472 00:57:05.550 ⇒ 00:57:08.570 Robert Tseng: Yeah, it’ll be a mix of things that we’ve built with them, and then, like.
473 00:57:09.040 ⇒ 00:57:11.490 Robert Tseng: I mean, I don’t think… I…
474 00:57:11.770 ⇒ 00:57:27.930 Robert Tseng: I don’t think people have been… I mean, this is just gonna… everybody has to kind of maintain this together. Like, I’m sure there are other reports that they’ve shared with us that never made their way in here, but I’m not really on those calls, so I… for this client, at least, so I can’t speak to this.
475 00:57:28.710 ⇒ 00:57:29.380 Amber Lin: Cool.
476 00:57:29.380 ⇒ 00:57:34.260 Robert Tseng: But like for Eden, we have everything in one place in the data platform docs. So,
477 00:57:34.960 ⇒ 00:57:39.660 Robert Tseng: Or at least… I feel like at least more, more, more than here so far.
478 00:57:39.950 ⇒ 00:57:46.119 Robert Tseng: still… still just, like, constant maintenance everywhere. It’s just… it’s a… it’s… it’s a never-ending problem.
479 00:57:48.660 ⇒ 00:57:53.790 Jasmin Multani: Yeah, I’m seeing wholesale, core metrics… Row 38. So…
480 00:57:54.600 ⇒ 00:57:57.939 Jasmin Multani: It looks like you can add… update these areas.
481 00:57:58.720 ⇒ 00:58:01.420 Jasmin Multani: You just have to read through them.
482 00:58:01.550 ⇒ 00:58:06.050 Jasmin Multani: But yeah, Amber, let me know this… is usable.
483 00:58:08.230 ⇒ 00:58:09.360 Amber Lin: Pretty quiet.
484 00:58:09.360 ⇒ 00:58:09.880 Jasmin Multani: Okay.
485 00:58:10.540 ⇒ 00:58:16.280 Amber Lin: I… okay, I… I need to… Go through that file more.
486 00:58:16.630 ⇒ 00:58:19.679 Amber Lin: Because I… Don’t know what it is.
487 00:58:19.680 ⇒ 00:58:20.050 Jasmin Multani: Yeah.
488 00:58:21.170 ⇒ 00:58:28.340 Jasmin Multani: I think at the bare basic level, so you don’t feel overwhelmed, just, like, go through… looks like go through this tab.
489 00:58:28.650 ⇒ 00:58:38.290 Jasmin Multani: and this work-in-progress core metrics, make sure that’s up to date, and review the Snowflake objects in the dashboards, just as, like, a…
490 00:58:39.860 ⇒ 00:58:41.020 Jasmin Multani: P0.
491 00:58:41.200 ⇒ 00:58:43.360 Jasmin Multani: And then you can familiarize yourself.
492 00:58:43.520 ⇒ 00:58:44.689 Jasmin Multani: But the rest of it.
493 00:58:45.410 ⇒ 00:58:46.680 Amber Lin: Cool, okay.
494 00:58:48.070 ⇒ 00:58:52.259 Robert Tseng: Yeah, if you get a workflow for this, like, what I would do… I mean, I don’t think…
495 00:58:53.180 ⇒ 00:59:12.290 Robert Tseng: I mean, I’m just gonna put that out there, try to use it to the best of your ability. We have Cursor to Google Drive MCP set up, but you could throw this link into Cursor. Every tab should be able to be broken out, and so as you’re working through things, I would always just have this agent, like an… like an agent chat open that’s… that’s, like, has this, sheet pulled up.
496 00:59:12.310 ⇒ 00:59:16.979 Robert Tseng: And when you’re building a new report, just… just… you can literally just share the link with
497 00:59:17.050 ⇒ 00:59:34.160 Robert Tseng: I mean, I don’t know how good the, the writing is in the… in that MCP, so you may have to manually update it, but at least the read… the read function is very good. So, like, you can always just ask Cursor, like, what each tab is, like, where the gaps are.
498 00:59:34.160 ⇒ 00:59:53.669 Robert Tseng: and you may have to go and manually fill it in, but at least it’s, like, you have a tool that’s helping you to stay organized as you’re going through maintenance on the stock. But I feel like this is, like, for anybody who’s doing data work for Element, this should always be, like, a tab that you have open. You should know the sheet, like, the back of your hand, in terms of, like, what’s…
499 00:59:54.250 ⇒ 01:00:12.240 Robert Tseng: what’s missing, what’s there, like, what your responsibility is, like, yeah. And I know that’s not a discipline that we’ve really emphasized before, but you can see Shivani’s literally in this dock right now. She’s in here every day. So, if she sees that we’re just, like, behind, she’ll call it out. So, we do kind of…
500 01:00:12.290 ⇒ 01:00:18.090 Robert Tseng: I wouldn’t… I wouldn’t worry about it. I feel like this is, like, a 5-minute end-of-day, like, sanity, like, kind of…
501 01:00:18.870 ⇒ 01:00:35.059 Robert Tseng: like, a habit that we should set up, but, you know, I’m not expecting this to be, like, something you do multiple times a day. I, you know, I just… and you may not even be touching the work every day, so, you know, just make sure that you close the loop on the updates when you finish your work.
502 01:00:35.600 ⇒ 01:00:46.259 Robert Tseng: Because this is where negotiations getting hung up right now. They’re accusing us of, like, we didn’t finish everything we said we were going to do in the original scope. Some of it is, like.
503 01:00:46.380 ⇒ 01:00:47.769 Robert Tseng: True, because…
504 01:00:47.970 ⇒ 01:00:59.910 Robert Tseng: things just changed in the discovery period. Some of it is false, but I can’t prove it because it’s not in the data platform documentation yet. Or I can, it’s just, like, not organized. And Phil is, like, never looking through
505 01:00:59.930 ⇒ 01:01:13.079 Robert Tseng: our work, he’s just… he just opens… he opens the Gantt, and then he may open up this sheet, and he’ll be like, I don’t see it, they must have not done it. You know, and like, we… we just… it sounds so silly, because if he just spent, like.
506 01:01:13.260 ⇒ 01:01:20.720 Robert Tseng: a few more minutes, he maybe would find… find it out, but, like, that’s the… that’s what I… that’s what we’re up against.
507 01:01:21.290 ⇒ 01:01:24.669 Robert Tseng: When, when, when, when we’re, when we’re in, like.
508 01:01:24.690 ⇒ 01:01:34.479 Robert Tseng: these negotiations. So, like, it really just… it’s a small detail that goes a long way, is all I’m trying to say. Like, I… so I think it’s, you know, it’s…
509 01:01:34.480 ⇒ 01:01:45.770 Robert Tseng: it’s a thing that nobody ever wants to talk about with data work, but, yeah, I think it… it does… it pays off, so just trust me and spend a few minutes to do it.
510 01:01:47.980 ⇒ 01:01:50.770 Jasmin Multani: I like that benchmark, 5 minutes a day at the end of the day.
511 01:01:52.330 ⇒ 01:01:55.140 Robert Tseng: Okay, cool. Thanks, everyone. This was super helpful. I know that.
512 01:01:55.140 ⇒ 01:01:56.140 Brylle Girang: Oh, one last thing.
513 01:01:56.140 ⇒ 01:01:56.959 Robert Tseng: Starting to this call.
514 01:01:56.960 ⇒ 01:02:05.859 Brylle Girang: Sorry. From Utem’s end, I think what he really needs right now is someone to commit that he’ll be taking over, the Omni stuff.
515 01:02:06.590 ⇒ 01:02:09.069 Brylle Girang: So, Greg, I think you will start.
516 01:02:09.190 ⇒ 01:02:11.110 Brylle Girang: Working with Shivani on this, right?
517 01:02:11.960 ⇒ 01:02:25.960 Greg Stoutenburg: Yeah, yeah, that’s… that’s been the goal, and that’s, I mean, unless anything changed in the last 5 days when I was, away, but, that’s the goal. I talked to Shivani about it on Wednesday, before I was out, and, yeah, that’s the… that’s the direction, so…
518 01:02:26.370 ⇒ 01:02:27.000 Brylle Girang: Okay.
519 01:02:27.240 ⇒ 01:02:28.570 Robert Tseng: Does that sound like a pedestal?
520 01:02:28.570 ⇒ 01:02:29.920 Greg Stoutenburg: Sound true?
521 01:02:29.920 ⇒ 01:02:32.879 Robert Tseng: Yeah, yeah, that’s still true. Yeah, so…
522 01:02:33.390 ⇒ 01:02:40.290 Robert Tseng: Yeah, that way we just have all of her, like, messages kind of funneling to one person, so she’s not reaching out to all of you, visually. Yeah.
523 01:02:40.290 ⇒ 01:02:48.749 Greg Stoutenburg: Yep. Yep, for my part, this… this was a helpful catch-up. I’ll find time with Amber to understand what’s been done in the last handful of days.
524 01:02:48.750 ⇒ 01:03:04.770 Greg Stoutenburg: Bea and I got caught up a bit just before this call, so, I think from here we can move this project forward. Jasmine, thanks so much for your work on organizing this and what you’re putting together, so we can see the next steps more clearly laid out.
525 01:03:04.770 ⇒ 01:03:10.459 Greg Stoutenburg: So, yeah, I’ll… I need a drop as well. So, I think that’s where we stand now. So, thanks everyone.
526 01:03:12.850 ⇒ 01:03:14.750 Robert Tseng: Cool, let’s do it. Thanks, guys. Thanks, everyone.