Meeting Title: SLs - Operating and Allocations Date: 2026-04-09 Meeting participants: Brylle Girang, Samuel Roberts, Awaish Kumar, Jasmin Multani, Uttam Kumaran, Demilade Agboola


WEBVTT

1 00:06:42.850 00:06:43.780 Samuel Roberts: Hello.

2 00:06:44.840 00:06:45.730 Brylle Girang: Hey, Sam!

3 00:06:46.760 00:06:47.749 Samuel Roberts: How are you?

4 00:06:48.120 00:06:50.169 Brylle Girang: Good, good. Happy Thursday!

5 00:06:50.850 00:06:52.120 Samuel Roberts: Yeah.

6 00:08:28.630 00:08:29.280 Brylle Girang: HeyOH!

7 00:08:29.280 00:08:30.209 Samuel Roberts: I saw… There was a…

8 00:08:30.570 00:08:31.610 Brylle Girang: Okay. Oh, yeah.

9 00:08:32.000 00:08:38.370 Samuel Roberts: I saw there was a link to a meeting agenda. I don’t know if that was just created by Zoom, but nothing was there when I tried to open it.

10 00:08:39.710 00:08:40.860 Brylle Girang: Hmm, that’s weird.

11 00:08:41.549 00:08:44.629 Samuel Roberts: In the, in the event description, under the link.

12 00:08:47.080 00:08:49.279 Samuel Roberts: That was just something Zoom added, or…

13 00:08:50.010 00:08:52.539 Brylle Girang: I think it was auto-generated.

14 00:08:53.260 00:08:57.060 Samuel Roberts: Okay, good, I just wasn’t sure when I saw there was no file there.

15 00:08:57.280 00:09:01.330 Samuel Roberts: Zoom’s been adding a whole bunch of stuff. It’s got, like, granola functionality now, too, I noticed, so…

16 00:09:01.600 00:09:04.119 Uttam Kumaran: Yeah, we’re gonna switch to that.

17 00:09:04.120 00:09:04.700 Samuel Roberts: Okay.

18 00:09:05.880 00:09:09.680 Uttam Kumaran: Yeah, I’m, like, chopping off… I’m chopping software off.

19 00:09:09.790 00:09:11.550 Uttam Kumaran: Actively, every week.

20 00:09:11.700 00:09:12.480 Uttam Kumaran: Haha.

21 00:09:12.480 00:09:17.360 Samuel Roberts: Yeah, I mean, I… when that thing popped up and was like, take notes, I was like, oh, I see where this is going, yeah.

22 00:09:17.720 00:09:19.949 Uttam Kumaran: Yeah, I was like, huge, let’s go, great.

23 00:09:19.950 00:09:20.270 Samuel Roberts: Yeah.

24 00:09:21.570 00:09:30.989 Uttam Kumaran: Okay, this meeting was mainly just to, like, confirm if everybody had a chance to look at allocations, and if not, like, I would love to just…

25 00:09:31.600 00:09:37.060 Uttam Kumaran: walk through it today. I, you know, I’m happy to also… like…

26 00:09:37.220 00:09:43.749 Uttam Kumaran: Do a brief explainer, but everybody here is… is… An engineer, so, like…

27 00:09:43.890 00:09:48.070 Uttam Kumaran: You know, all it is is, like, where… we have a basket of hours, where is it going?

28 00:09:48.250 00:09:50.380 Uttam Kumaran: As far as we can…

29 00:09:50.600 00:09:55.969 Uttam Kumaran: sort of plan that out is the, you know, the ideal situation.

30 00:09:56.290 00:10:05.860 Uttam Kumaran: So, I think, Sam, if… are you… you kind of are confirmed, and probably, like, your stuff just needs, like, a review. Like, where’s everything…

31 00:10:05.860 00:10:07.239 Samuel Roberts: with the tweak there. But.

32 00:10:07.240 00:10:09.939 Uttam Kumaran: Okay, so where is everybody else at?

33 00:10:11.150 00:10:14.650 Brylle Girang: I actually have representation right here, Autom, I wanted to…

34 00:10:14.650 00:10:16.240 Uttam Kumaran: Okay. Sure, sure, sure.

35 00:10:16.240 00:10:28.839 Brylle Girang: Give a quick recap to the team. But yeah, if some of you are already set with operating, I still want to go through this, just to make sure that we’re on the same page. But prepare this short presentation here…

36 00:10:29.410 00:10:29.790 Samuel Roberts: Thanks.

37 00:10:30.040 00:10:43.290 Brylle Girang: And I’m spamming this visual explainer skill. Yeah, it’s formatted quick… quicker. But yeah, so this is going to be a continuation of yesterday’s call regarding operating, minus the…

38 00:10:43.290 00:11:02.340 Brylle Girang: the CSOs now, and now we’re focusing on SL, since you were… you will be the main… you will be the main people responsible for managing your operating allocations. So, here in this presentation, we’re just going to go through the why, why are we using operating? What is it for? What do we need to do, etc.

39 00:11:02.830 00:11:22.269 Brylle Girang: Yeah, so, starting off, one question that Greg has brought up yesterday is, what’s the difference between operating and Clockify? Why do you have, like, these two scheduling tools? So, the short answer here is that operating should be used for forecasting, and then Clockify should be used for actual hours.

40 00:11:22.340 00:11:30.450 Brylle Girang: So when it comes to planning, that’s where operating comes in. And when it comes to, like, actually tracking your time, that’s where Clockify comes in. Yes, Sam?

41 00:11:31.240 00:11:37.610 Samuel Roberts: Yeah, I remember months ago, there was talk about moving to operating for Clockify’s functionality, too.

42 00:11:37.740 00:11:46.160 Samuel Roberts: And I don’t think that ever happened, because there was, like, a… I had an event that disappeared kind of thing. I wasn’t sure if that’s still something we’re thinking about, or was there a reason…

43 00:11:46.160 00:11:49.400 Uttam Kumaran: That’s something worth… still something we’re thinking about,

44 00:11:49.670 00:11:55.050 Uttam Kumaran: Yeah, it’s… I’m sort of a one-man consolidation team, so…

45 00:11:55.050 00:11:57.460 Samuel Roberts: So, yeah, I just wasn’t sure, like, if that’s gonna change.

46 00:11:57.460 00:12:02.910 Uttam Kumaran: It’s not the biggest… yeah, it’s working, it’s not the biggest priority, but yeah, yeah.

47 00:12:03.460 00:12:06.190 Samuel Roberts: I just remember that and wasn’t sure what happened. Cool.

48 00:12:06.550 00:12:08.699 Brylle Girang: Yeah, we had discussed it, but,

49 00:12:09.040 00:12:13.229 Brylle Girang: We’re going to see if it’s going to be prioritized, but I don’t think that’s the case for now.

50 00:12:13.230 00:12:16.219 Samuel Roberts: Yeah, if it’s working, it’s why I mess with it is kind of my thought, so…

51 00:12:16.510 00:12:22.580 Brylle Girang: Yep. So, just quick notes here, operating will be used for capacity coverage and billing.

52 00:12:22.690 00:12:40.069 Brylle Girang: Clockify will be used for reconciling what actually happened within the month. So this will also be useful when it comes to managing our people, making sure that what they’re working on is actually what we have planned on doing. It’s not going to be used for execution, that’s linear, and it’s not going to be used for knowledge. That’s the vault, or the platform.

53 00:12:40.980 00:13:00.780 Brylle Girang: So, I just have, you know, 2 minutes here. I think I just started this. I just want to make sure that on this call, we actually get to check operating, and I don’t want to delay this. So, everyone here, take 2 minutes, go to operating, log in, make sure that you have an account, and let us know your problems or your challenges.

54 00:13:03.320 00:13:04.960 Brylle Girang: And this might be done in one minute.

55 00:13:07.050 00:13:13.599 Samuel Roberts: Yeah, if you haven’t logged in before, I think it prompts you for the org, and it’s just Brainforge, all lowercase, I think is what I did.

56 00:13:13.950 00:13:15.410 Brylle Girang: Yep, bring first to the company name.

57 00:13:15.410 00:13:17.809 Samuel Roberts: Oh, there it is, okay, sorry, I didn’t see that on the thing, yeah, my bad.

58 00:13:17.980 00:13:22.909 Brylle Girang: That’s okay. Yeah, and if you don’t know the password, then just reset. It’s fairly quick.

59 00:13:23.240 00:13:27.110 Brylle Girang: There’s no SSO yet, but… We need to make do.

60 00:13:29.730 00:13:32.259 Brylle Girang: Oh, www.op operating.app, okay.

61 00:13:45.240 00:13:49.690 Brylle Girang: Yeah, one minute in, everyone ready? Is anyone still logging in?

62 00:13:52.660 00:13:53.050 Awaish Kumar: I’m in.

63 00:13:53.050 00:13:53.720 Brylle Girang: Oh, Jeff?

64 00:13:54.070 00:13:58.270 Brylle Girang: Okay, Jasmine, I… we can’t hear you, but I think you’re speaking.

65 00:14:00.750 00:14:04.069 Jasmin Multani: Oh, can you guys hear me? My… not muted.

66 00:14:04.070 00:14:04.820 Samuel Roberts: how we can.

67 00:14:04.820 00:14:05.960 Brylle Girang: Yeah, we can hear you now.

68 00:14:06.540 00:14:07.340 Jasmin Multani: Nope.

69 00:14:10.500 00:14:11.670 Brylle Girang: Demi, are you in?

70 00:14:17.340 00:14:19.410 Brylle Girang: Okay, perfect. Jasmine, are you in?

71 00:14:20.310 00:14:25.119 Jasmin Multani: No, I think I was having… okay, you can just keep going. I’ll figure.

72 00:14:25.120 00:14:31.479 Uttam Kumaran: No, no, no, we’re not gonna keep going. We can’t, like… this has to get taken care of this week.

73 00:14:31.790 00:14:38.609 Uttam Kumaran: So, let’s… we’ll work this time just to go one by one with everybody, so let’s go through… tell us where you’re having…

74 00:14:38.850 00:14:39.560 Uttam Kumaran: You know, issue.

75 00:14:39.560 00:14:40.659 Jasmin Multani: Oh, man.

76 00:14:42.830 00:14:43.799 Jasmin Multani: Just logging in.

77 00:14:44.940 00:14:47.770 Uttam Kumaran: All good, it’s okay, but I, like, yeah.

78 00:14:48.130 00:15:00.529 Uttam Kumaran: part of this is, like, I want to make sure all of our… on the CSO side, everybody’s up to speed on everything. I want to make sure everybody on this team is, like, okay, is aware of all the systems and processes, so…

79 00:15:02.830 00:15:09.119 Jasmin Multani: I remember talking to Rico that my 1Password isn’t really fully going through.

80 00:15:10.310 00:15:11.159 Jasmin Multani: Okay, let’s…

81 00:15:11.160 00:15:13.399 Uttam Kumaran: I can fix that, too.

82 00:15:13.750 00:15:18.229 Uttam Kumaran: So let me… so what are you seeing in 1Pass? I’ll fix it right now.

83 00:15:19.020 00:15:22.980 Jasmin Multani: Whenever I push my password through, it’s just not going.

84 00:15:24.850 00:15:25.379 Brylle Girang: Do you mind…

85 00:15:25.380 00:15:26.000 Uttam Kumaran: Interesting.

86 00:15:26.000 00:15:26.440 Brylle Girang: Investment?

87 00:15:26.440 00:15:27.440 Uttam Kumaran: Yeah…

88 00:15:30.330 00:15:46.640 Jasmin Multani: So, I go to the operatingapp.com website, I’m prompted through 1Password to put in my password, and when I put in my password for Brainforge, it just gives me an error.

89 00:15:47.950 00:15:49.650 Uttam Kumaran: Like, a wrong password error?

90 00:15:49.800 00:15:56.109 Jasmin Multani: Yeah, but it’s… I’m very sure it’s the same password, so I don’t know if I should request for a new password.

91 00:15:56.630 00:16:06.599 Uttam Kumaran: Yeah, I just… I just started in OnePass called Recovery, so check it out, let’s see, we could go through that, and you should be able just to reset that.

92 00:16:08.440 00:16:10.540 Jasmin Multani: Recover, recover my account.

93 00:16:16.220 00:16:18.370 Jasmin Multani: Thanks, guys. Yeah.

94 00:16:18.770 00:16:26.519 Uttam Kumaran: No, no problem. This is, like, these are just, like, the annoying paper cut things that I just want to make sure everybody is, like, resolved on, so it’s, like, we have time, don’t worry.

95 00:16:26.940 00:16:29.370 Samuel Roberts: Sometimes doing it synchronously is just… faster.

96 00:16:29.370 00:16:37.620 Uttam Kumaran: Yeah, and I just wanna… I don’t wanna, like, say, like, oh, here’s all these things, and it’s overwhelming, like, I wanna just make sure we’re supporting everybody, so no problem at all.

97 00:17:18.130 00:17:19.450 Jasmin Multani: And I want to try again.

98 00:18:31.540 00:18:37.510 Jasmin Multani: Looks like I have to wait for an email for it to allow me to sign in again, but I’ve updated the password.

99 00:18:37.910 00:18:42.350 Uttam Kumaran: Okay, let me just go click that… .

100 00:18:43.190 00:18:47.689 Jasmin Multani: I tried to, like, push through my new password, and it still didn’t let me go.

101 00:18:48.300 00:18:50.720 Uttam Kumaran: Yeah, you have to… it’s like a… it’s like a dual…

102 00:18:51.050 00:18:53.440 Uttam Kumaran: Approval, so I just approved again, so…

103 00:18:53.440 00:18:54.020 Jasmin Multani: Okay.

104 00:18:54.020 00:18:56.750 Uttam Kumaran: Give it a go.

105 00:18:58.420 00:18:59.590 Jasmin Multani: Thank you.

106 00:20:28.890 00:20:32.560 Jasmin Multani: Okay, I’m good. I’m in… operating…

107 00:20:32.560 00:20:34.370 Uttam Kumaran: Yay… okay.

108 00:20:34.370 00:20:38.539 Jasmin Multani: Yeah, and I see things like Element, ABC, so on and so forth.

109 00:20:39.690 00:20:40.589 Uttam Kumaran: Okay, cool.

110 00:20:40.590 00:20:40.940 Brylle Girang: Alright.

111 00:20:40.940 00:20:41.940 Jasmin Multani: Thank you.

112 00:20:43.090 00:20:47.760 Brylle Girang: So yeah, once you log into Operating, here is what you should see.

113 00:20:49.770 00:20:50.520 Brylle Girang: Oh, no.

114 00:20:50.940 00:21:07.069 Brylle Girang: Yeah, so the first thing that you’re going to see is the old client view, where you can see all of our portfolios, and then at the right side here, this is what I envision, or this is what I’m understanding when I go to operating, but the list view, where you can

115 00:21:07.680 00:21:23.570 Brylle Girang: filter over at the right side, top right side, that’s going to be best for objects, like knowing what the project is, who is the owner, team members, deal contacts, etc. And then the timeline view will be best for actually looking at the allocation periods, and then date changes.

116 00:21:23.570 00:21:31.020 Brylle Girang: So just explore, you should see here the deals that are confirmed, and the projects or the plans that are ongoing.

117 00:21:31.430 00:21:44.920 Brylle Girang: So you can see here that the main objects are the person, the position, and then the allocation. So for each plan, for each project, you will be needing to assign a person their position, and then how much are their allocation for the whole project.

118 00:21:46.540 00:22:02.669 Brylle Girang: And as SLs, so here is… I hope that this is clear, that this will be your responsibilities when it comes to allocations or operating. You should make sure that there are correct positions and allocations for each of your service lines.

119 00:22:02.740 00:22:18.470 Brylle Girang: Updates should be made within 2 business days at maximum, when reality changes. So when a client kickoffs off, when an SOW change, or when someone rolls off. Let’s say someone goes on 000, someone needs to step up, etc.

120 00:22:19.050 00:22:36.380 Brylle Girang: And make sure that, you know, this is the most important one, there should be no ghost rows, so every client project should have their allocations. Every client project and every allocation should have their own timelines, or else we’ll just have people assigned without clear start and end dates.

121 00:22:36.470 00:22:43.040 Brylle Girang: I just want to pause here. Anything that’s still unclear when it comes to the responsibilities of SLs?

122 00:22:46.790 00:22:49.879 Samuel Roberts: I think my question, or my clarification… I’m sorry.

123 00:22:49.880 00:22:50.420 Brylle Girang: Definitely.

124 00:22:51.010 00:22:52.169 Samuel Roberts: Can you just jump back to the.

125 00:22:52.170 00:22:53.180 Demilade Agboola: I’m gonna put milk.

126 00:22:54.050 00:22:55.219 Samuel Roberts: Go ahead, Demi, you first.

127 00:22:57.560 00:23:01.860 Demilade Agboola: Yeah, so, like, I’m looking at the all clients view, and I can only see four projects.

128 00:23:02.170 00:23:06.170 Demilade Agboola: Even though they should be 14, according to the filter.

129 00:23:07.090 00:23:08.960 Uttam Kumaran: Yeah, so this is a question I have.

130 00:23:09.320 00:23:15.229 Uttam Kumaran: B, and maybe what I can do is I’ll just… I can make it really open for now versus figuring out the permissions.

131 00:23:15.370 00:23:17.400 Uttam Kumaran: Like, maybe that’s just easiest, cause…

132 00:23:17.700 00:23:21.100 Uttam Kumaran: I was like, okay, maybe you want to just see the clients that are

133 00:23:21.900 00:23:26.710 Uttam Kumaran: purchasing your service, but how about for now, I’m just gonna give… I’ll just have everybody…

134 00:23:26.950 00:23:39.099 Uttam Kumaran: it’s… you’re a man… if you’re… if you’re in this group, you’re, like, a manager in operating, I’m just gonna make sure everybody can see everything, instead of, like, futzing around with this. The permissions are kind of, like, confusing.

135 00:23:40.720 00:23:45.010 Brylle Girang: So basically, you’ll give everyone access to all the projects, right?

136 00:23:45.370 00:23:46.220 Uttam Kumaran: Yes.

137 00:23:46.220 00:23:47.150 Brylle Girang: Okay, yeah.

138 00:23:47.150 00:23:48.889 Uttam Kumaran: Doing… gonna do that right now.

139 00:23:49.540 00:23:50.779 Brylle Girang: Okay, that should work.

140 00:23:52.000 00:23:54.089 Brylle Girang: Alright, how about you, Sam? You had a question?

141 00:23:54.090 00:23:55.770 Samuel Roberts: Yeah, I think I was just,

142 00:23:55.900 00:24:07.700 Samuel Roberts: So, what I think was partly confusing for me initially was the person-position allocation difference, and specifically the person-position. So, someone could be in two positions, theoretically, with allocations on a project.

143 00:24:07.980 00:24:11.710 Samuel Roberts: Is that… Like, as…

144 00:24:11.710 00:24:13.430 Uttam Kumaran: Say it one more time?

145 00:24:13.670 00:24:21.570 Samuel Roberts: Yeah, so I noticed I have, like, on one project, I have, like, print off twice somehow, and I wasn’t sure if that was because I… when I was doing the cursor stuff, if it made a new position.

146 00:24:21.850 00:24:22.820 Samuel Roberts: For him?

147 00:24:24.940 00:24:32.219 Samuel Roberts: So, like, there’s a person as, like, CSO versus as, like, IC. I wasn’t sure if that was something I need to worry about, or are we just thinking…

148 00:24:32.510 00:24:33.370 Samuel Roberts: Blake.

149 00:24:34.390 00:24:36.589 Samuel Roberts: Hours on a project, regardless of…

150 00:24:38.330 00:24:47.089 Uttam Kumaran: Yeah, I mean, my… my… I… I would say, like, all… every… every client is gonna have an SL and a CSO,

151 00:24:47.260 00:24:58.859 Uttam Kumaran: assigned, and then, basically, you’re gonna also have ICs. So, if a CSO is also doing IC work, I would just create a role for that. Okay. And carve that out, yeah.

152 00:24:58.860 00:25:00.339 Samuel Roberts: Okay, I think that’s what I was…

153 00:25:00.340 00:25:00.780 Uttam Kumaran: Semantic.

154 00:25:00.780 00:25:11.600 Samuel Roberts: cursor, didn’t realize the difference there, and I realized it popped two in, and I was a little thrown off, but I think I understood it. I just wasn’t sure how we wanted to do it, but if that works, then that’s good. I’ll clarify that, then.

155 00:25:12.120 00:25:13.049 Samuel Roberts: In the project.

156 00:25:13.830 00:25:14.580 Samuel Roberts: Cool.

157 00:25:14.730 00:25:23.419 Brylle Girang: Okay, yeah, I think this is the thing that you’re talking about, like, Panav is assigned two times here as a CSO and as an AI engineer.

158 00:25:24.570 00:25:41.059 Samuel Roberts: Yeah, and like I said, when I was doing things in cursor before I had… because I didn’t have access to change things in operating, I was doing everything through cursor, and I just didn’t know how that happened. I think it’s… it made sense now when you pointed out the position allocation stuff, but just clarifying how we want to do it, I think that’s fine for me now, so…

159 00:25:41.480 00:25:43.000 Brylle Girang: Yeah. Yeah. Okay.

160 00:25:43.000 00:25:43.580 Samuel Roberts: Thank you.

161 00:25:45.890 00:25:49.289 Brylle Girang: Great, so, yeah, any more questions? Are we good here?

162 00:25:53.130 00:25:54.260 Brylle Girang: Perfect, okay.

163 00:25:54.410 00:25:56.489 Brylle Girang: Yeah, so, most important

164 00:25:56.700 00:26:03.310 Brylle Girang: thing here that I want to talk about, so how can we actually manage operating from cursor? How can we make things easier for us?

165 00:26:03.390 00:26:22.170 Brylle Girang: And here are the main skills that we currently have right now in Cursor, and this is going to be interactive. I’m going to be picking an SL to try this out, and then share with us what happens, just to make sure that we also root out the possible problems in paper cuts that we will be encountering. So the first one here is SL allocation Audit.

166 00:26:22.180 00:26:27.950 Brylle Girang: What it does is it just audits the allocations within operating, so…

167 00:26:28.060 00:26:33.729 Brylle Girang: As the bare bones of this skill, it will audit everything, but for the sake of,

168 00:26:33.950 00:26:39.500 Brylle Girang: For the sake of your service lines, you can tell it to only audit the data service allocations.

169 00:26:39.650 00:26:49.779 Brylle Girang: I think… let’s try this out with, let’s say, Demi. Demi, can you try this skill out, if you can share your screen, so that we can see how it goes, and let’s see how it…

170 00:26:50.470 00:26:52.040 Brylle Girang: Let’s see how it works.

171 00:26:55.490 00:26:56.950 Demilade Agboola: Raising me one second.

172 00:27:08.270 00:27:09.150 Demilade Agboola: Any commission?

173 00:27:09.680 00:27:11.040 Brylle Girang: Yep. Perfect.

174 00:27:20.380 00:27:27.079 Brylle Girang: Hmm, that’s weird. Okay, so this is the first paper cut. Why is it not… Appearing on your end.

175 00:27:27.740 00:27:29.000 Uttam Kumaran: all the latest.

176 00:27:29.570 00:27:31.430 Brylle Girang: Yeah, can you make sure that your GitHub…

177 00:27:31.430 00:27:34.619 Demilade Agboola: I did a poll… I did a poll this morning, so it should do that.

178 00:27:35.900 00:27:36.750 Demilade Agboola: Alright, I’m sorry.

179 00:27:36.860 00:27:37.929 Demilade Agboola: Well, it has to know.

180 00:27:37.930 00:27:39.190 Samuel Roberts: Yeah, I found it.

181 00:27:39.190 00:27:41.070 Demilade Agboola: Into automatically prompt it.

182 00:27:41.520 00:27:43.499 Demilade Agboola: Like, some of the skills.

183 00:27:43.690 00:27:51.830 Demilade Agboola: It’s in my report, my local report, but it doesn’t… automatically, like, Completed for me.

184 00:27:53.750 00:27:54.540 Uttam Kumaran: Mmm…

185 00:27:54.630 00:27:57.699 Brylle Girang: I think it’s because of the root folder, it’s not Brainforge.

186 00:27:57.810 00:27:58.640 Brylle Girang: platform.

187 00:28:00.090 00:28:00.970 Samuel Roberts: Oh, yeah.

188 00:28:02.720 00:28:04.089 Uttam Kumaran: That should be okay, though.

189 00:28:04.870 00:28:06.370 Brylle Girang: No, I don’t think so.

190 00:28:06.370 00:28:07.180 Uttam Kumaran: Oh, really?

191 00:28:07.180 00:28:07.900 Brylle Girang: Oh, yeah, yeah.

192 00:28:07.900 00:28:11.929 Samuel Roberts: I think the dot cursor has to be the, like, in the top level, technically.

193 00:28:11.930 00:28:12.770 Uttam Kumaran: -Oh.

194 00:28:13.240 00:28:19.309 Brylle Girang: So the root folder here is New BFVault, so it’s not… Identifying that cursor.

195 00:28:21.710 00:28:22.570 Demilade Agboola: Gotcha.

196 00:28:22.920 00:28:39.369 Brylle Girang: Yeah, okay, so there is an output, but I think one paper cut here is it used the MCP. I think it’s not, you know, it’s not necessary to fix that in the call, but in the future, we would need to fix this and make sure that we’re using the API.

197 00:28:39.640 00:28:44.369 Brylle Girang: But I guess for the sense of this example, this still works, this still audits.

198 00:28:44.630 00:28:49.299 Brylle Girang: operating, but, you know, read through this, then let us know what you… what you think.

199 00:28:53.280 00:28:57.180 Demilade Agboola: Go back… I do a birth.

200 00:29:02.320 00:29:03.380 Demilade Agboola: Okay.

201 00:29:07.040 00:29:10.150 Awaish Kumar: Okay, I was just trying that skill.

202 00:29:10.900 00:29:17.130 Awaish Kumar: And, I have a question here, like, if I ask her to… ask it to, like,

203 00:29:18.300 00:29:26.789 Awaish Kumar: audit for data engineering, it might just return me all the data. If I specifically select the position data engineering, right?

204 00:29:26.980 00:29:32.479 Awaish Kumar: In that case, the question that was from Sam is, like, really important.

205 00:29:32.600 00:29:39.049 Awaish Kumar: That if a person doing DE work and AE work, then it should be divided into two different rows, right?

206 00:29:39.350 00:29:39.890 Brylle Girang: Yep.

207 00:29:44.650 00:29:45.719 Uttam Kumaran: Yeah, it should be due to…

208 00:29:45.720 00:29:46.900 Demilade Agboola: Thank you, well…

209 00:29:47.450 00:29:48.610 Uttam Kumaran: Yeah, yeah, go ahead.

210 00:29:51.110 00:29:54.820 Demilade Agboola: I’ll change this first as to, like, if we can make it more specific.

211 00:29:56.670 00:29:59.070 Demilade Agboola: Or if this is automatically just…

212 00:29:59.530 00:30:05.290 Demilade Agboola: It seems like a general audit versus, like, a… audits…

213 00:30:05.460 00:30:07.480 Demilade Agboola: For me, and what I would need to see.

214 00:30:09.930 00:30:14.629 Brylle Girang: Well, I say try it out. You can use this skill, but again, the skills are not…

215 00:30:14.740 00:30:32.359 Brylle Girang: You can make any change in the skill if you want it to be more specific and focus on, you know, which service line, the information that you want. It will use the skill as part of the step, but ultimately, the output should align with whatever you want it to show. So, can you try it out?

216 00:30:33.560 00:30:35.969 Brylle Girang: So let’s say, you know, use the skill, and then…

217 00:30:36.300 00:30:38.630 Brylle Girang: Share what output you want to see.

218 00:30:40.550 00:30:41.330 Demilade Agboola: Okay.

219 00:30:48.310 00:30:51.890 Demilade Agboola: Oh, let’s see.

220 00:31:34.680 00:31:39.019 Brylle Girang: there. So I guess, does that… is that better for your use case, Demi?

221 00:31:40.980 00:31:43.520 Demilade Agboola: And… I’ll take a look at it.

222 00:31:44.550 00:31:49.549 Uttam Kumaran: Yeah, this is where, like, I think we want to kind of debate two things. The accuracy of all the data.

223 00:31:49.990 00:31:56.059 Uttam Kumaran: And then we want to debate, are you able to get, actually, to pull stuff out of operating, right? So…

224 00:31:56.320 00:32:01.049 Uttam Kumaran: But I kind of also want to hand… like, this is where I want to hand these skills

225 00:32:01.330 00:32:07.820 Uttam Kumaran: to you guys, if you’re like, hey, this skill could be better, push a change. You know, we kind of did a first pass on things.

226 00:32:08.040 00:32:14.800 Uttam Kumaran: But really, like, the net of it is everybody who is within your service

227 00:32:15.480 00:32:22.060 Uttam Kumaran: You should look at… you should look to see that 80-100% of their time is booked… Somewhere.

228 00:32:22.510 00:32:23.410 Uttam Kumaran: You know?

229 00:32:23.730 00:32:25.010 Uttam Kumaran: I think…

230 00:32:25.210 00:32:42.839 Uttam Kumaran: like, a good example is, like, Casey, right? Casey, like, 2 weeks ago, was, like, just on one client, and I’m like, okay, he has time for more stuff. What’s gonna happen is people aren’t allocated, especially ICs, they’re just gonna sort of hang out for overwork on one client, so…

231 00:32:43.070 00:32:51.589 Uttam Kumaran: Another example is, like, Amber. She’s, like, shifting, right? So her question is, like, hey, what am I… where’s… where am I gonna be assigned to next month?

232 00:32:52.220 00:32:55.220 Uttam Kumaran: You know, that’s the clarity that she needs.

233 00:32:59.650 00:33:04.650 Demilade Agboola: I think that can be… yeah, we can definitely go through and just kind of have an idea of

234 00:33:05.640 00:33:10.890 Demilade Agboola: Number one, how to utilize it, like, use the skill more effectively, but then, yeah, also ensuring that

235 00:33:11.090 00:33:20.569 Demilade Agboola: we have, like, good allocations. Just out of curiosity, what is the desired allocation? 80%? 90%? 100%?

236 00:33:22.250 00:33:25.709 Uttam Kumaran: Our goal is 90, it’s, like, floor is 80.

237 00:33:25.920 00:33:27.029 Uttam Kumaran: I’ll say that.

238 00:33:27.180 00:33:30.189 Uttam Kumaran: That’s pretty industry standard benchmark, yeah.

239 00:33:33.330 00:33:47.809 Uttam Kumaran: And the reason it’s not, like, 100, right? You may be like, well, it’s a full work week. Well, you have, like, out of office, you have holidays, so in aggregate, it’ll net out. And then, for example, let’s say someone rolls off a project and is waiting a week for another project.

240 00:33:48.000 00:33:53.889 Uttam Kumaran: So, 80 to 90% is, is, like, the range we want to aim for.

241 00:33:57.860 00:34:13.269 Brylle Girang: Yeah, another thing is that if ever, you know, you need an engineer, you need an IC, and you can all… you can see that they are 100% allocated, it needs to be a conversation between the SLs. You need to talk, make sure that you allocate properly, and, you know.

242 00:34:13.469 00:34:15.900 Brylle Girang: Update their allocations accordingly.

243 00:34:16.909 00:34:19.520 Brylle Girang: But ultimately… That’s a good point, actually. Yeah.

244 00:34:19.520 00:34:26.260 Samuel Roberts: Sorry. For someone like Mustafa, who’s doing some data and some AI, is there, like, a certain amount I should assume is, like…

245 00:34:26.460 00:34:27.939 Samuel Roberts: How we’re splitting that, or…

246 00:34:27.949 00:34:30.059 Uttam Kumaran: That’s between you and Awash, yeah.

247 00:34:30.060 00:34:31.929 Samuel Roberts: Got it. Okay, cool, alright.

248 00:34:31.929 00:34:42.819 Uttam Kumaran: So one thing is, and you should also see some people are probably jammed. Like, this group is probably, like, on too much stuff, right? Which is… then you’re gonna see, okay, that should be indicating hiring.

249 00:34:43.049 00:34:43.689 Uttam Kumaran: Right?

250 00:34:43.690 00:34:44.190 Samuel Roberts: Right.

251 00:34:44.199 00:34:48.789 Uttam Kumaran: The allocations are going to be the leading indicator for recruitment needs.

252 00:34:49.109 00:35:07.419 Uttam Kumaran: right now, the leading indicator is back-of-the-napkin math that I do in my head every day for the last 3 years, so we are moving… we’re moving from that. So, that’s why, also, I’m making sure that you guys have a relationship with Kayla, because Kayla is the supply side of your service.

253 00:35:07.589 00:35:09.639 Uttam Kumaran: Right? And again, I’m, I’m like.

254 00:35:09.939 00:35:24.219 Uttam Kumaran: I think economics is a good way of thinking about this. It’s a bit crude, we’re… we’re talking about people, right? We’re not talking about, like, hours of a robot, but I think it’s still helpful abstraction. Like, Kayla is the supply side of our business.

255 00:35:24.219 00:35:32.749 Uttam Kumaran: Right? Robber and sales are the demand side. Both are incredibly, incredibly important. It’s why we take recruiting, like, as seriously, because

256 00:35:32.919 00:35:37.669 Uttam Kumaran: it’s important that you guys have a relationship with Kayla, because you’ll start to see, oh my gosh.

257 00:35:38.129 00:35:45.369 Uttam Kumaran: sales is telling me there’s 3 more clients coming online, another CSO somewhere just sold my stuff, and I only have 2 people.

258 00:35:45.819 00:35:58.939 Uttam Kumaran: Then you could be like, cool, let me go with Kayla, let me make sure, like, we have our JDs out, she’s recruiting who’s in pipeline, right? And so, see, I’m, like, connecting the wires a little bit. But operating should be the leading indicator,

259 00:35:59.709 00:36:05.209 Uttam Kumaran: For our recruitment needs and our staffing, you know, our current staffing allocation.

260 00:36:12.180 00:36:12.790 Brylle Girang: Alright.

261 00:36:12.860 00:36:26.399 Brylle Girang: So yeah, that’s the first skill, allocation audit, that should be, you know, the most used skill that we’ll be expecting for you to use when it comes to allocations and operating. But we still have 3 other skills here. So the second one is allocation scenarios.

262 00:36:26.440 00:36:40.400 Brylle Girang: I don’t think we need to try this now, but if ever you have a question, hey, what if, you know, Magic Spoons increases their hours from 20 to 40? Hey, what if, you know, we get another client, and then Mustafa is fully packed?

263 00:36:40.750 00:36:43.290 Brylle Girang: Allocation scenarios is the best skill for that.

264 00:36:44.050 00:37:02.910 Brylle Girang: And then allocation updater, as it says, it helps you update the allocations within your service lines in operating. So, why do we have a skill for this? Why don’t we just ask Cursor to do this? Going back to my previous lab share, skills help make it faster for the agent to actually do things.

265 00:37:02.910 00:37:13.969 Brylle Girang: Because it’s a step-by-step process, and it removes most of the thinking or the exploration for the agent. So it saves tokens, it saves time, it makes sure that whatever you’re doing is actually accurate.

266 00:37:14.920 00:37:30.440 Brylle Girang: Then lastly, operating audit, which, this is going to be used by Uta mainly, and the leaders, but it just makes sure that, you know, operating is fully, fully, in place, and there are no loopholes.

267 00:37:31.370 00:37:43.420 Brylle Girang: But yeah, so those are the skills. This will be really helpful. Use cursor when it comes to managing operating. That will be really helpful for us to actually know what we need to improve on when it comes to our skills.

268 00:37:44.950 00:37:45.910 Brylle Girang: Yeah, so,

269 00:37:45.910 00:37:46.399 Demilade Agboola: I’m speaking.

270 00:37:46.400 00:37:48.370 Brylle Girang: Okay, I’ll skip. Oh, go ahead.

271 00:37:48.730 00:37:53.000 Demilade Agboola: But are we able to share this, like, order to us? Oh, this file, sorry enough, yeah.

272 00:37:54.270 00:37:55.190 Brylle Girang: Sorry, again?

273 00:37:56.290 00:37:59.390 Demilade Agboola: Would you be able to share this file with us like this?

274 00:37:59.560 00:38:04.050 Demilade Agboola: slides. Like, it would be helpful to have the slides quickly to access, to have an idea of

275 00:38:04.350 00:38:08.490 Demilade Agboola: What the skills are, and how useful they, like, what the utility is.

276 00:38:09.250 00:38:18.480 Brylle Girang: Yeah, yeah, of course, definitely, and in the end, I’m also going to be sharing, like, what we’re actually going to do in the long term to make sure that this sticks with you.

277 00:38:19.710 00:38:38.100 Brylle Girang: But yeah, so what are we expecting now that we have the skills, now that you know operating? What are we expecting from the SLs? So again, this is going to be, like, what we’re going to expect on a week-by-week or a month-by-month basis. For SLs, on a weekly basis, we need to make sure that your allocations are audited.

278 00:38:38.100 00:38:49.260 Brylle Girang: We need to make sure that for the next 2 weeks, there are appropriate allocations, and there are no missing projects, missing positions, missing people under your clients, or under your service lines.

279 00:38:49.400 00:39:05.670 Brylle Girang: And then monthly, you know, this can be part of our end-of-month or mid-month reviews with the SLs, but we need to make sure that when it comes to billing, when it comes to invoicing, what’s actually showing Clockify is what was actually planned in operating.

280 00:39:06.040 00:39:16.100 Brylle Girang: This is also going to be our venue to, you know, discuss, are we actually doing enough for our client? Are we doing too much? Are we… are we dedicating enough time, etc.

281 00:39:17.280 00:39:30.069 Jasmin Multani: I have a question, real quick. So, when we do these audits every Friday, every month, as individual SLs, are we writing this out in… writing the output in Slack?

282 00:39:30.650 00:39:34.630 Jasmin Multani: Or, like, how are we, pushing accountability, or, like.

283 00:39:36.200 00:39:42.379 Brylle Girang: Well, operating will be our source of truth when it comes to allocations, so as long as operating is updated, no need to send us letters.

284 00:39:42.380 00:39:43.080 Jasmin Multani: Okay.

285 00:39:43.450 00:39:45.719 Brylle Girang: Unless you have a question or you have a problem.

286 00:39:46.130 00:39:52.239 Uttam Kumaran: Yeah, put another way, I will be… we’re gonna be running some automations just to look, like.

287 00:39:52.760 00:40:03.220 Uttam Kumaran: to basically say, like, first we’re gonna look at that 80% to 90% number, then we’re gonna kind of go through service lines. Additionally, very similar to how we’re conducting,

288 00:40:03.640 00:40:08.369 Uttam Kumaran: I’m connecting project reviews with the CSOs, which is basically, like.

289 00:40:08.510 00:40:25.910 Uttam Kumaran: for example, I called Parnav yesterday, and I’m basically like, okay, present your… the project plan that you co-authored with the client and Sam, and it’s sort of like a project defense. We’ll be doing a similar meeting with each of the service line, the service leaders, every month. So, at the end of the month-ish.

290 00:40:26.010 00:40:41.929 Uttam Kumaran: I think in a very similar way, I’m gonna just basically look at, okay, like, how did the service go? Like, what were some of the challenges? How were allocations? How was the… how were the ICs? How was playbook development? So we’ll be meeting

291 00:40:42.130 00:40:44.739 Uttam Kumaran: Once a month on that.

292 00:40:45.400 00:40:58.540 Uttam Kumaran: So that’s why this month is really… for me, it’s just, like, making sure everybody can hit the foundations this month. But what I want to kind of say more impactfully is, like, that service line review is, like, the…

293 00:40:58.800 00:41:09.439 Uttam Kumaran: is the meeting of… for the accountability. These are, I think, for this group, right, for the CSOs, one of the challenges and one of the interesting pieces is I’m telling them.

294 00:41:09.840 00:41:15.179 Uttam Kumaran: You just need to make sure your client is happy, and that you’re able to bring in more business.

295 00:41:15.420 00:41:18.380 Uttam Kumaran: however you get there, I can give you all these tools.

296 00:41:18.480 00:41:28.170 Uttam Kumaran: But I’m not gonna micromanage. I think for this… for this crew, I actually feel very similarly, but we do have a lot of tools, like, it’s… you know, we have linear, we have this, but I also…

297 00:41:28.210 00:41:41.750 Uttam Kumaran: really, I want to remind us of the goal here is, like, the goal for the service leads, the floor is, like, making sure that we minimize defects, and we improve standardization, things are getting out on time, but excellence is leverage.

298 00:41:41.790 00:41:48.270 Uttam Kumaran: That’s what that monthly meeting will be talking about. Okay, did we hit the floor? And then, how do we create leverage?

299 00:41:48.440 00:41:50.750 Uttam Kumaran: And we’ll… we’ll be meeting, and I’ll…

300 00:41:51.020 00:41:55.519 Uttam Kumaran: I’m talking to everybody here all the time, but in terms more formally, it will be meeting once a month.

301 00:41:58.840 00:42:04.979 Uttam Kumaran: I can make sure that’s all booked on the calendar. And again, it’s not like a, okay, see you in a month, like.

302 00:42:05.160 00:42:11.309 Uttam Kumaran: I will be playing both hats, like, I want everybody to hit that project service line review meeting, like.

303 00:42:11.480 00:42:27.019 Uttam Kumaran: we’ve banged everything out, service is crushing. So, it’s like, I will be doing that, but also in that meeting, I will… I’m gonna try to be very critical and try to find where the opportunities are, and share my perspective on… on… on the service as well, so…

304 00:42:29.270 00:42:36.449 Uttam Kumaran: yeah, I want to do the opposite of what folks typically do at companies, which is, like, you have this big meeting.

305 00:42:36.990 00:42:43.799 Uttam Kumaran: See you then, and then you get fried. Like, we will help you every single day, step of the way, until that, you know, so…

306 00:42:51.470 00:43:03.019 Brylle Girang: Okay, now, I think that’s the end of the presentation, but I just wanted to make sure that we commit to these next steps. A major, major next step that we need to make sure that this week completes

307 00:43:03.120 00:43:20.920 Brylle Girang: with every client project and operating fully allocated. So we have provided you the resources, we’re expecting that you will be able to work on operating, and if not, we want to hear your feedback, or know your challenges. But by Monday, we will verify this, we’ll run our own skills.

308 00:43:20.920 00:43:25.849 Brylle Girang: To make sure that we check the clientele, we check the allocation halt.

309 00:43:26.110 00:43:28.579 Brylle Girang: And, if you need any help, just reach out.

310 00:43:28.990 00:43:48.629 Brylle Girang: And at the same time, going back to your question earlier, Demi, we are actually building, like, an operating course within the platform, so this is, like, a teaser of that, but there will be an operating course that we’ll be launching, a dedicated learning module going through this in more detail, and at the same time, we’ll make sure that this slide is shared with you.

311 00:43:49.040 00:44:05.409 Brylle Girang: And then, just a teaser, tomorrow we have another meeting at the same time. We will be focusing on playbooks and offer development for that. My main ask here is try to brainstorm and think about the playbooks and the offers that we can build for the next months or so.

312 00:44:06.230 00:44:11.579 Brylle Girang: But yeah, disregard this question here, this is an AI slop that I’ve failed to update.

313 00:44:12.040 00:44:14.700 Uttam Kumaran: Wait, which one? Oh.

314 00:44:14.700 00:44:24.009 Brylle Girang: AI learning, so this was in the plan, I haven’t created it yet. So, if you have any questions, reach out through Delivery Lead so that everyone sees it.

315 00:44:25.840 00:44:27.030 Brylle Girang: Yeah, and…

316 00:44:27.400 00:44:36.839 Uttam Kumaran: And yeah, if I say one more thing, like, all the skills that we’re gonna use to check the health of a service is also gonna be available to you. It’s not, like, a hidden thing.

317 00:44:37.060 00:44:46.029 Uttam Kumaran: So, I’m really trying to promote the fact that, like, I want to make it very open, like, what the things we’re gonna be looking for is, and really, my goal is, like.

318 00:44:46.200 00:44:49.530 Uttam Kumaran: I don’t want to be the one that’s like, hey, this thing is off, like…

319 00:44:49.700 00:44:57.010 Uttam Kumaran: come to me with, like, hey, this thing is off, and I don’t know how to solve this. Like, that’s a much better position, you know, to leverage me in, so…

320 00:44:57.760 00:44:58.879 Uttam Kumaran: Yeah, go ahead, P.

321 00:44:59.830 00:45:00.380 Brylle Girang: Yeah.

322 00:45:00.510 00:45:05.800 Brylle Girang: That’s all, that’s all from me. So, I just want to make sure that we stick it to the stone, that

323 00:45:06.070 00:45:13.180 Brylle Girang: we can work on operating, make sure that our allocations are right, and if I need help, if you need help, we reach out, okay?

324 00:45:15.950 00:45:33.649 Demilade Agboola: I just wanted to confirm that we, in the different projects, the people on the projects are assigned the appropriate, like, tags, so that it’s much easier to find a list of people and their location based off of that. It’s not a necessary thing to do now, but it’s just, like, a continuous thing that we just need to ensure.

325 00:45:33.810 00:45:41.259 Demilade Agboola: So that it’s much easier to find where we need to, like, look into on a day-by-day or week-by-week basis.

326 00:45:45.880 00:45:49.020 Brylle Girang: Okay, can you, sorry, what do you mean by tags?

327 00:45:50.510 00:46:00.209 Demilade Agboola: So, like, on a project, if you hop in, you can see, hey, this is the CSO, this is the data engineer, this is this, this is that. If someone is on a project and is, maybe

328 00:46:01.060 00:46:05.510 Demilade Agboola: It’s almost a project as a CSO and, say, data engineer is…

329 00:46:06.080 00:46:19.510 Demilade Agboola: they are only assigned the data, like, they only assign the CSO tag, but they aren’t assigned, like, the data engineer role on the project. You won’t be able to know, quote-unquote know that, like, there’s that element allocate to them on that project or that role.

330 00:46:20.540 00:46:27.440 Brylle Girang: Oh, okay, gotcha. Utam, correct me if I’m wrong, but that’s going to be part of, like, the responsibility of the SL.

331 00:46:27.610 00:46:32.240 Brylle Girang: So, one thing that we need to make sure are all… all positions are… are…

332 00:46:32.420 00:46:37.129 Brylle Girang: Are visible, and at the same time, there are people assigned to those positions or tags.

333 00:46:37.450 00:46:39.850 Uttam Kumaran: Yeah, so I can take that on today.

334 00:46:41.470 00:46:42.690 Uttam Kumaran: Yeah, that makes sense.

335 00:46:44.200 00:46:44.810 Brylle Girang: Okay.

336 00:46:45.070 00:46:47.849 Brylle Girang: Yeah, thank you, everyone. Any more questions?

337 00:46:54.070 00:47:01.599 Jasmin Multani: Bro, I’ll just reach out to you for a dry run later on, just to make sure things are connected, but I’ll probably grab 15 minutes with you.

338 00:47:02.440 00:47:05.810 Brylle Girang: Sure, more than happy to help. Thank you, everyone. Bye-bye.

339 00:47:06.460 00:47:07.210 Uttam Kumaran: Thank you.

340 00:47:07.210 00:47:07.810 Samuel Roberts: Yo.