Meeting Title: Sunstone Project Planning Check-in Date: 2026-04-21 Meeting participants: Robert Tseng, Jake Sandler, Jake’s Notetaker


WEBVTT

1 00:02:54.660 00:02:55.620 Robert Tseng: Hey, buddy.

2 00:02:56.080 00:02:56.879 Jake Sandler: How’s it going?

3 00:02:57.180 00:02:58.170 Robert Tseng: Good, how are you?

4 00:02:59.380 00:03:03.360 Jake Sandler: I am good. How was your conference yesterday?

5 00:03:03.680 00:03:06.709 Robert Tseng: Good. I was in Austin, got back.

6 00:03:06.830 00:03:09.410 Robert Tseng: Just a couple hours ago, so…

7 00:03:09.790 00:03:12.030 Jake Sandler: Was it… did you get to have some, like.

8 00:03:12.160 00:03:14.639 Jake Sandler: Vaughn, did you guys go out and explore Austin a little?

9 00:03:14.900 00:03:26.399 Robert Tseng: Yeah, well, I go often, so I didn’t really do much exploration, but, so we went through, like, a services accelerator, like, Q1 of last year, and so every year they do this, like, showcase for the portcos, and…

10 00:03:26.420 00:03:41.460 Robert Tseng: So yeah, we were just there, mostly just doing the networking, and got a chance to do a little… give… give… give a talk, and yeah, it was… it was good for that. And then, I had a… I flew a few team members out there, so we…

11 00:03:41.460 00:03:48.450 Robert Tseng: We kind of just hung out as a… as a team afterwards, so it was… it was short… short but sweet, and yeah, glad to be…

12 00:03:48.490 00:03:49.890 Robert Tseng: Back, though, so…

13 00:03:50.070 00:03:53.529 Jake Sandler: Nice. And is your business partner, is he based there? Is that what everyone.

14 00:03:53.530 00:03:54.640 Robert Tseng: No, he’s based there, yeah.

15 00:03:54.640 00:03:55.799 Jake Sandler: What’s his name again? Remind me.

16 00:03:55.800 00:03:57.040 Robert Tseng: His name is Utam.

17 00:03:57.040 00:03:58.050 Jake Sandler: In town, right.

18 00:03:58.050 00:03:58.430 Robert Tseng: Yeah.

19 00:03:58.910 00:04:03.970 Robert Tseng: I know he didn’t join the last call, but I’m sure you’ll, you’ll meet soon, yeah.

20 00:04:04.310 00:04:14.420 Jake Sandler: Yeah, yeah, that’d be great, once we get going, you know. And, like, once we get, sort of, the green light, we should talk about, I think it’d be great. And I saw you guys are gonna be in DC, right?

21 00:04:14.680 00:04:15.920 Robert Tseng: Yeah, are you back?

22 00:04:16.380 00:04:18.039 Jake Sandler: So, we haven’t left yet.

23 00:04:18.730 00:04:19.880 Robert Tseng: Oh. Okay.

24 00:04:19.880 00:04:27.249 Jake Sandler: So we… so the deal is, with adoption, is we basically wait till birth mom is in labor.

25 00:04:27.760 00:04:28.590 Robert Tseng: Oh.

26 00:04:28.590 00:04:48.090 Jake Sandler: Then we buy our flights to Tampa, so she just lives in the Tampa area with mom and dad. And then, because, like, essentially, once the baby’s born, we need to be in Florida for about 2 weeks until paperwork clears us to leave. So we have, you know, we’re gonna leave Augie, our son, here, with her dog and our nanny, and so we want to, like, minimize time away.

27 00:04:48.090 00:04:53.160 Jake Sandler: So if you go now, and she doesn’t give birth for a week, you know, it’s 3 versus 2, so it’s like…

28 00:04:53.420 00:04:53.990 Robert Tseng: Yeah.

29 00:04:54.310 00:04:59.550 Robert Tseng: Okay. So yeah, it’s kind of just up in the air, you don’t really know. It could happen anytime, and, like, don’t really want.

30 00:04:59.550 00:05:13.049 Jake Sandler: I mean, I literally could get a call while we’re talking, and then I’ll be buying the next flight to Tampa. Like, we literally… our bags are packed by the door, like, checklists are done, we’re just, like, straight up waiting for the call, and then… because, like, last time for Augie.

31 00:05:13.220 00:05:22.750 Jake Sandler: we… she got an induction date, and she actually got the induction date for 2 days after Thanksgiving, so we flew down on Thanksgiving, because we knew at the latest would be…

32 00:05:23.170 00:05:26.179 Jake Sandler: the Saturday after Thanksgiving, and then she ended up giving birth

33 00:05:26.390 00:05:30.579 Jake Sandler: a day before, so on Friday. So we flew down on Thursday, she gave birth Friday.

34 00:05:30.790 00:05:31.270 Robert Tseng: Wow.

35 00:05:31.270 00:05:46.390 Jake Sandler: And then, so we met him at the hospital 3 hours after he was born, and then, like, did the whole, like, 4 days around there, and then my mom spends a lot of the winter in Florida, so we, like, stayed at her place while we, like, waited out the paperwork clock, to come back.

36 00:05:46.390 00:05:47.030 Robert Tseng: Right.

37 00:05:47.620 00:05:48.580 Robert Tseng: I see.

38 00:05:48.710 00:05:49.370 Robert Tseng: That’s a wild.

39 00:05:49.370 00:05:50.260 Jake Sandler: process, yeah.

40 00:05:50.260 00:05:50.860 Robert Tseng: Yeah.

41 00:05:52.840 00:05:56.560 Robert Tseng: Well, hope it goes smoothly, and

42 00:05:56.800 00:06:03.890 Robert Tseng: Yeah, I mean, I’m excited for you. Pretty much, you’ll have a… you’ll have another kid in the next week, so… Wendy, yeah.

43 00:06:03.890 00:06:06.849 Jake Sandler: Yeah, assuming everything goes well, for sure.

44 00:06:06.850 00:06:07.320 Robert Tseng: Yeah, yeah.

45 00:06:07.320 00:06:10.459 Jake Sandler: So you guys, so when are you in the DC area?

46 00:06:10.460 00:06:23.910 Robert Tseng: So he’s coming, like, Thursday, so, yeah, cause, one of our clients… we have a couple clients in the DC area, so we’re gonna go see them on Friday, and then I think we’re just gonna stay the weekend or something.

47 00:06:24.420 00:06:25.949 Jake Sandler: Yeah, and you’re in New York right now.

48 00:06:25.950 00:06:34.249 Robert Tseng: I’m in New York. Yeah, yeah. I haven’t booked anything yet. It’s pretty… once he kind of gets his stuff figured out, I’ll… I’m expecting probably 2 or 3 days, yeah.

49 00:06:34.460 00:06:37.529 Jake Sandler: Cool, I mean, if we’re still here on Friday…

50 00:06:37.530 00:06:37.870 Robert Tseng: Yeah.

51 00:06:37.870 00:06:45.250 Jake Sandler: like, would love to grab a coffee or something if it works for me. It’d be ideal if you could come out to Old Town, which is, like, a 20-minute drive from downtown.

52 00:06:45.250 00:06:49.559 Robert Tseng: Okay, yeah, I was gonna ask, like, I didn’t even really know how close you were to the DC area, so, yeah.

53 00:06:49.590 00:07:02.519 Jake Sandler: Yeah, so we’re, like, Old Town, Virginia, we’re basically a couple miles outside of Old Town, which is basically 20 minutes from Central, like, downtown, like, large house, federal area, so do you know where you guys are gonna be posted up or not yet?

54 00:07:02.670 00:07:08.389 Robert Tseng: I’m not sure yet. The office is somewhere in, like, pretty central location for…

55 00:07:08.390 00:07:08.789 Jake Sandler: I can imagine.

56 00:07:08.790 00:07:09.330 Robert Tseng: That’s mindset.

57 00:07:09.330 00:07:11.030 Jake Sandler: history, or… Yeah.

58 00:07:11.030 00:07:14.109 Robert Tseng: So, I’m assuming we’ll just end up there.

59 00:07:14.110 00:07:21.989 Jake Sandler: Well, let’s just be in touch, and if it works out, great, and if not, you know, we’ll definitely do it again. And then once we get settled with…

60 00:07:22.140 00:07:30.519 Jake Sandler: Sunstone, it would be, I think, like, you guys, you and, like, select team members coming out to Sunstone, which is in Rockville, which is, like.

61 00:07:30.900 00:07:35.689 Jake Sandler: 30 to 45 minutes outside of DC towards Maryland, Maryland.

62 00:07:35.690 00:07:36.190 Robert Tseng: Right.

63 00:07:36.190 00:07:41.679 Jake Sandler: I think would be great if that… if you think it works for the project. Because I really…

64 00:07:42.090 00:07:43.560 Jake Sandler: I’m hoping…

65 00:07:43.720 00:08:02.919 Jake Sandler: like, this first phase goes great, I have no doubt it will, and then, like, I think, like, ingesting all the historical data, which I want to talk to you about, would be next, and then, like, coming up with a roadmap for the bill, it could be next, and, like, it’d be great if you guys were that partner, and so, like, building some rapport with the team, I think, would, you know, would be great.

66 00:08:03.340 00:08:13.100 Robert Tseng: Okay, yeah, no, I think we are… yeah, that sounds good. I do like to go and meet folks in person when I can. It helps, like, kind of make everything make more sense.

67 00:08:13.100 00:08:21.390 Jake Sandler: It’s just, you know, Zoom fatigue is real, like, you know, it’s nice, it makes things easy, but, like, it’s nice to just hang out with people in your life.

68 00:08:21.390 00:08:21.810 Robert Tseng: Alright.

69 00:08:22.010 00:08:28.000 Jake Sandler: Yeah. Cool. So, shifting gears in, so I saw your updates to the document.

70 00:08:28.000 00:08:28.540 Robert Tseng: Yes.

71 00:08:28.700 00:08:35.570 Jake Sandler: That all looks great to me. I have, like, just a couple really minor questions to confirm with you, and then…

72 00:08:36.120 00:08:40.400 Jake Sandler: So, like, the… the new version…

73 00:08:40.590 00:08:43.289 Jake Sandler: So here, let me just share my screen so you can sort of just show what I.

74 00:08:43.299 00:08:48.569 Robert Tseng: Yeah, sorry, there were a couple docs. I think I see you in the right one, so… or at least the one that I have up as well, so…

75 00:08:48.570 00:09:00.569 Jake Sandler: Yeah, final is the one we should be looking at, right? Yes, yes. Okay, cool. So, yeah, I’m… I’ve essentially created an amendment to a current SOW, and I’m, like.

76 00:09:00.770 00:09:09.290 Jake Sandler: summarized your document in just, like, more plain English for the team, because they’re less technical, and then I’ve just attached.

77 00:09:09.290 00:09:14.399 Robert Tseng: Have you shared this before, with me before? I’m not. Okay, okay, alright, just wanted to make sure I didn’t, like, miss it, yeah.

78 00:09:14.400 00:09:20.150 Jake Sandler: No, you didn’t miss it, I just created this yesterday. Sure. But just sort of showing you how I’m thinking about it, so…

79 00:09:20.150 00:09:20.760 Robert Tseng: Yeah.

80 00:09:21.510 00:09:25.370 Jake Sandler: And I’m just building in some of my time and, like, managing.

81 00:09:25.370 00:09:25.980 Robert Tseng: Yeah, totally.

82 00:09:25.980 00:09:30.719 Jake Sandler: Yeah. And then… so I just, like, summarized it.

83 00:09:30.890 00:09:35.389 Jake Sandler: again, it’s much more high level, but what I’m doing is I’m attaching your verbatim

84 00:09:35.500 00:09:44.560 Jake Sandler: scope as an exhibit, just in case we want to go. I’m, like, sort of treating it as, like, the technical reference. And so, I did take out…

85 00:09:45.530 00:09:48.030 Jake Sandler: So we go Phase 1 through 4 as you have it.

86 00:09:48.150 00:09:55.810 Jake Sandler: I want to talk to you about this, because this didn’t make it into your updated version, and so I want to, like, make sure, because I think you have 4 instead of 5 deliverables, so, like, in a second.

87 00:09:55.810 00:09:56.480 Robert Tseng: Right.

88 00:09:56.480 00:10:02.300 Jake Sandler: to that. Okay. And then I think I left out just, like, some sections that I thought weren’t

89 00:10:02.700 00:10:05.319 Jake Sandler: Totally required for them.

90 00:10:05.320 00:10:05.980 Robert Tseng: Okay.

91 00:10:06.160 00:10:15.479 Jake Sandler: So, like, the risks and mitigation, I think this is great, but, like, in terms of what Sunstone… Yeah, this is just something that he’s helping, like, yeah. And so I think I just dropped that section.

92 00:10:16.160 00:10:20.370 Jake Sandler: But then kept everything else.

93 00:10:20.520 00:10:23.919 Jake Sandler: And just, like, formatted it in our, you know, branding, so…

94 00:10:25.110 00:10:25.960 Robert Tseng: Okay, yeah.

95 00:10:25.960 00:10:28.180 Jake Sandler: So just so you know, that’s something I’m planning on, sort of, like…

96 00:10:29.010 00:10:33.789 Jake Sandler: engaging with Sunstone. Sure. And then, yeah, on the 3.2…

97 00:10:34.030 00:10:39.570 Jake Sandler: deliverables, like, you list them out in pretty good detail under all the phases, so I’m guessing that’s why you…

98 00:10:39.760 00:10:40.399 Jake Sandler: sort of.

99 00:10:40.400 00:10:48.459 Robert Tseng: Yeah, I just struck that out. Also, I feel like it… I feel like we added a couple things, so I was like, I don’t think that list is so relevant anymore, but, yeah.

100 00:10:48.780 00:10:55.589 Jake Sandler: Okay, cool. And then the one thing that I just want to get with you is in the timeline you’re referencing.

101 00:10:56.580 00:11:02.179 Jake Sandler: the deliverable, like, IDs, which I don’t think are now…

102 00:11:02.180 00:11:04.689 Robert Tseng: Right, they’re no longer in sync, so…

103 00:11:04.690 00:11:08.249 Jake Sandler: So, do you want to just… should we just delete this column?

104 00:11:08.390 00:11:09.400 Robert Tseng: Yeah, there’s up.

105 00:11:09.590 00:11:15.929 Robert Tseng: And, like, the weeks as well, like, we’re gonna do stuff in parallel. I think this is, like, it’s really, like,

106 00:11:16.040 00:11:20.650 Robert Tseng: Like, I don’t… I don’t think it’s, like, two-week, two-week, two-week, two-week, like, I… I think it’s kind of like…

107 00:11:20.810 00:11:28.630 Robert Tseng: we’ll be doing the discovery, and then where we can move it, but I just typically just… people want to see some… some sequencing, so…

108 00:11:29.060 00:11:46.519 Jake Sandler: Yeah, I think it’s… I think… yeah, I… they’re not gonna… they’re not so that picky about it, like, frankly, once they’ve, like, on board with the scope, as I’ve worked with Sunstone, they kind of just, like, trust me to manage, and then, like, if we need to pivot, we just, like, handle that live, so they’re not a client that’s, like, going to reference

109 00:11:47.130 00:11:52.019 Jake Sandler: Section 5, Phase 3, Item 2, kind of thing.

110 00:11:52.020 00:11:52.610 Robert Tseng: Yeah.

111 00:11:53.700 00:12:03.690 Robert Tseng: The timelines definitely make a lot, we, like, stick to that a lot more clearly once we’ve actually built out a roadmap, and it’s like, we turn it into GANs, and tickets, and sprints, whatever, but at least…

112 00:12:03.810 00:12:11.749 Robert Tseng: typically for discovery, I like… I lightly just kind of put something there, and it’s not really, like, yeah, just… it’s not always a…

113 00:12:11.930 00:12:15.469 Robert Tseng: Things are flexible at this stage, really, so…

114 00:12:15.470 00:12:16.080 Jake Sandler: Yep.

115 00:12:16.080 00:12:16.460 Robert Tseng: Yeah.

116 00:12:16.460 00:12:21.510 Jake Sandler: Cool. So, I think that’s all good, so I think this is pretty much ready to go.

117 00:12:22.150 00:12:26.349 Jake Sandler: to Sunstone, which I’m gonna get out before end of day today, not frankly.

118 00:12:26.350 00:12:28.420 Robert Tseng: Great, yeah, sorry for the delay on this, yeah.

119 00:12:28.420 00:12:37.029 Jake Sandler: No, no, it’s fine. Honestly, I think the Minnesian camera’s sort of in a bit of, like, a retreat mode these few days, so they’re kind of thinking big picture, so they’re… they will.

120 00:12:37.030 00:12:37.360 Robert Tseng: Okay.

121 00:12:37.360 00:12:38.460 Jake Sandler: to it.

122 00:12:38.460 00:12:38.820 Robert Tseng: Okay.

123 00:12:38.820 00:12:40.100 Jake Sandler: Yep, yesterday.

124 00:12:40.950 00:12:48.149 Jake Sandler: And then, one item I want to just make sure I’m clear on, which I think, as I read through it all, and then…

125 00:12:48.990 00:12:53.960 Jake Sandler: just, like, worked with it. Is the end state of Phase 4.

126 00:12:54.080 00:12:55.240 Jake Sandler: Yeah. Here.

127 00:12:56.210 00:13:02.389 Jake Sandler: And let me just recap how I believe I understand it and make sure I’m doing it. It’s like, essentially, we’ll have…

128 00:13:02.860 00:13:19.219 Jake Sandler: a data dictionary with, like, all the fields well-defined, the schema that’s, like, here’s how all the fields sort of fit together in, you know, kind of a spreadsheet-ish format, so it’s, like, clear to see. Maybe, like, a couple examples, either, like, 3 actual patient records sort of filled in to show how it works.

129 00:13:19.220 00:13:23.350 Jake Sandler: And or some, like, examples of edge cases to show how they might be handled.

130 00:13:23.720 00:13:24.440 Robert Tseng: Yeah.

131 00:13:24.440 00:13:31.559 Jake Sandler: But then it’s not loading in or ingesting historical data into that format.

132 00:13:31.670 00:13:36.339 Jake Sandler: Right, it’s just like… They’re creating almost, like, the landing zone, as I, like.

133 00:13:36.340 00:13:36.750 Robert Tseng: Yeah.

134 00:13:36.750 00:13:38.310 Jake Sandler: In my… in my head.

135 00:13:38.640 00:13:39.240 Robert Tseng: Yeah.

136 00:13:39.900 00:13:46.960 Jake Sandler: Cool. I just wanted to, because, like, I got… I think I got confused on a previous one on some language. I was like, wait, are they actually gonna load it in? Because…

137 00:13:47.170 00:13:57.349 Robert Tseng: Yeah, I was not really aware… I mean, I think I understand how much data is available right now, and, like, the… yeah, so I… we’re not… we’re not doing historicals out of… out of the gate.

138 00:13:57.610 00:14:05.110 Jake Sandler: Okay, and then once that is… so once this scope is complete, assuming it goes well, right, and, like, the scheme is solid and all that.

139 00:14:06.780 00:14:26.000 Jake Sandler: would it… I mean, you don’t have to give me, like, a clean answer on, like, how much effort and price or anything, but I’m just, like, assume… like, would it be relatively easy, like, the next… if the next sort of body of work was, okay, now let’s load all of the data in to that schema, like, that… we’re sort of setting ourselves up to do that pretty well.

140 00:14:27.430 00:14:31.779 Robert Tseng: Yeah, well, I mean, actually, it’s… it helps, but it… so…

141 00:14:31.780 00:14:56.130 Robert Tseng: like, the schema, like you said, you’re creating the landing zone, and I think, like, what really we need to get… to get the data is really building out the integrations layer. So, I mean, some stuff we’ll be able to pull out of the box, like, you know, we… we will probably use out of the box, there’s, like, a… we have a ETL tool partner, it’s called Polytomic, it’s basically Fivetran, but, they’re more flexible, and they… they can pretty much custom

142 00:14:56.370 00:14:58.419 Robert Tseng: Build any sort of connector we want.

143 00:14:58.560 00:15:03.749 Robert Tseng: So, you know, if they can take it on, like, we may use that, leverage them to kind of pull data out of something.

144 00:15:03.830 00:15:24.260 Robert Tseng: I think… like, for Salesforce Health Cloud, like, they could definitely help pull data out of that, at whatever frequency we want, and they have access to all the, all the fields. Like, Salesforce is one of the primary… one of the bigger sources that they maintain. But maybe something else, like, real… you know, I guess real time is not really a historic… there’s no historical there, but, like, ECW,

145 00:15:24.260 00:15:25.120 Robert Tseng: There is.

146 00:15:25.120 00:15:27.289 Jake Sandler: Sorry, there is historical in real time.

147 00:15:27.290 00:15:28.900 Robert Tseng: Oh, there is. Okay.

148 00:15:31.860 00:15:46.059 Robert Tseng: Got it. Well, yeah, I guess, you know, for… I’m just picking a different source that I’m sure Polythonic doesn’t have right now. We may either build the custom connector there, or, like, figure out, you know, if there actually isn’t that much data coming out of it, we could…

149 00:15:46.060 00:16:06.439 Robert Tseng: get away by just kind of using Cloud Functions or, like, some, like, script-based logic to just pull data out, of a platform that doesn’t really have, like, a very robust API. So, like, that’s typically what we do for platforms that don’t have that. You know, you’d be surprised, like, DoorDash or Uber Eats, they don’t actually have APIs that you can get data from.

150 00:16:06.440 00:16:11.079 Robert Tseng: Cleanly, so we would run a script like that to pull data out of those systems.

151 00:16:11.080 00:16:17.519 Jake Sandler: It is surprising, but it’s funny. Yeah. You’re like, oh, you’re just a $10 million company, and you don’t have an API that’s…

152 00:16:18.370 00:16:19.780 Jake Sandler: Yeah.

153 00:16:19.990 00:16:28.730 Jake Sandler: So… so in terms of… let me just… so if we wanted to get, like, a one-time… export of…

154 00:16:28.880 00:16:35.940 Jake Sandler: The prior data, rather than… necessarily building the pipes for ongoing pulls. Right.

155 00:16:35.940 00:16:38.070 Robert Tseng: That’s why I was saying that’s different things, yeah.

156 00:16:38.400 00:16:39.070 Jake Sandler: Yeah.

157 00:16:39.370 00:16:50.549 Jake Sandler: So is that what you were just describing for the one-time pull, rather than for, like, the recurring ongoing, or were you just describing with building the pipes, using those tools and scripts more for the ongoing work?

158 00:16:51.000 00:17:01.220 Robert Tseng: So, I’ve… it’s more for the… more for the ongoing, but, like, Salesforce Health Cloud, can you actually dump everything out in one go? Like, I kind of doubt it. Most…

159 00:17:01.540 00:17:11.549 Robert Tseng: most, you know, ERPs or EMRs, like, don’t let you do that. There’s… they do… they redo rate limits or something, and so you do need some, like, light

160 00:17:11.690 00:17:27.870 Robert Tseng: pipeline to pull, like, all the historical. I mean, I guess there isn’t that much historical data, it seems, so maybe, like, we’ll be able to get it all in one go, but, yeah, I think those are some of the trade-offs that, like, I would want to assess as I’m, like, building out the schema for…

161 00:17:27.869 00:17:34.340 Robert Tseng: for, like, the entire data dictionary. Like, I’ll be able to, like, kind of, like, rank, like, which…

162 00:17:34.710 00:17:51.319 Robert Tseng: what’s high priority with low priority, high effort, low effort kind of thing, and, that helps me understand, like, if… when we move to the phase where we’re actually trying to, like, bring all the data into one place, like, how we should sequence it, like, who I need to staff to go do what, yeah.

163 00:17:51.920 00:18:08.150 Jake Sandler: Okay, because… and the reason why I’m asking these questions is basically I want you just thinking about that question as you’re going through the project of, like, okay, we’re gonna do a one… like, if the goal after the scope is complete is to then do, like, a one-time historical download right into the schema.

164 00:18:08.810 00:18:25.129 Jake Sandler: And then after that, it would be, okay, now let’s figure out what the right environment is to do recurring polls, it’s, like, much more optimal on an ongoing basis. That’s my… how I’m thinking about it right now, and in part is we have a research project coming up with a partner, a University of Vermont, we’re doing a research project.

165 00:18:25.130 00:18:30.180 Jake Sandler: We’re, like, kicking off with them in May, but we don’t… and we’re gonna give them a data set.

166 00:18:30.180 00:18:33.990 Jake Sandler: of patients. And so, like, I’m just trying to think ahead of, like.

167 00:18:35.280 00:18:43.350 Jake Sandler: how… how can we get them a clean data set? It’ll actually coincide nicely around the end of this scope of, like, when we’ll want to, like.

168 00:18:43.450 00:18:57.130 Jake Sandler: sort of give them a file with, like, a clean data set, and so that could be, like, a good forcing mechanism to be like, okay, like, how do we do this? And that’s all patients who have already completed all their treatments, so that’s, like, all historical…

169 00:18:57.370 00:18:59.939 Jake Sandler: patients, and I got a look at the…

170 00:19:00.100 00:19:17.559 Jake Sandler: files, I think it’s, like, a 50-patient data set we’ve committed to give them, but I gotta double check, so we’d be, like, they’d be, like, helping select certain cases, essentially, that they’re gonna do a bunch of ML analysis on for the videos, for, like, their own, for, like, a joint research project.

171 00:19:17.980 00:19:18.630 Robert Tseng: Okay.

172 00:19:20.070 00:19:37.259 Robert Tseng: Cool, yeah, so in that case, this data dictionary deliverable will have the schema, all the field definitions, we’ll be able to have all the source mapping, hopefully get it all if they want, like, a single, like, wide, flat table with the 50 patients, like, I think that’s a great deliverable to kind of, like, kind of use as a sample for showing that, like, the schema is clean.

173 00:19:37.260 00:19:52.129 Robert Tseng: I guess I… and then, you know, I’m not entirely sure what you want to send them. Are we trying to, like, strip away the PII and, like, some of these other, like, you know, are we QAing some of the things? Like, do we add… adding some synthetic data on top of it? Yeah, I guess…

174 00:19:52.130 00:20:04.779 Robert Tseng: unclear if you’re, like, trying to get that full data set and then, like, make a couple changes to it before you send it off, or, you know, I think that that’s probably what my next question would be around that.

175 00:20:05.250 00:20:15.920 Jake Sandler: Yeah, so I think, like, so, slightly TBD, but, like, they’re in conversations with them, they’re basically like, if you can just get us the record of all the interaction, like, all the patient visits.

176 00:20:16.310 00:20:24.460 Jake Sandler: with all the patients and the videos tagged. Like, that’s… like, basically, if we can just get them the data we have.

177 00:20:24.650 00:20:30.179 Jake Sandler: or that we should have, like, assuming there’s not gaps, then, like, that’s good enough. Like, we don’t need.

178 00:20:30.180 00:20:30.510 Robert Tseng: Okay.

179 00:20:30.510 00:20:35.370 Jake Sandler: much add-ons. Now, when we get into the details with them, they may…

180 00:20:35.490 00:20:42.710 Jake Sandler: be assuming we have, like, different metadata, or, like, different joins, or whatever, that, like, we can… we’ll have to, like, work through with them.

181 00:20:43.000 00:20:43.590 Robert Tseng: Yeah.

182 00:20:44.160 00:20:56.740 Jake Sandler: And they have… they have a pretty, decently, like, senior ML kind of team, and so, like, they also, once they just get some data in a decent format, like, they can also do a lot of what they need to do with it on their own, so…

183 00:20:59.890 00:21:06.699 Robert Tseng: Yeah, I’ve worked with, kind of academic, you know, health, Children’s Hospital of LA,

184 00:21:06.830 00:21:20.440 Robert Tseng: I mean, yeah, one of my good friends is there, I mean, half his job is just, like, feature engineering, just, like, enriching data sets that he gets with stuff that he didn’t get from the provider, so I’m sure they’re able to kind of work with what we did with.

185 00:21:21.070 00:21:36.030 Jake Sandler: Yeah. Cool, and I think it would be… it’ll be a good use case for, like, how well the scheme is working, and, like, if we can sort of ship to that partner. Well, I think it would build a lot of confidence, and with Kim and Manish, and you haven’t met Manish yet, but you will at some point, he’s the CEO.

186 00:21:36.230 00:21:48.619 Jake Sandler: Right. In terms of giving them confidence, like, okay, now when we talk about the next phase after documentation, I think you’ll be able to, like, tell this story and draw them a picture pretty well of, like, what we…

187 00:21:49.040 00:21:52.630 Jake Sandler: can build, because every week.

188 00:21:53.130 00:22:04.719 Jake Sandler: a different team member is like, the system’s an issue, the data’s a problem, the system’s a problem, the data’s a problem. I’m like… Right. So, it’s, like, soon gonna be a deafening.

189 00:22:05.120 00:22:11.209 Jake Sandler: cacophony of, you know, please fix the data system requests.

190 00:22:13.120 00:22:13.750 Robert Tseng: Okay.

191 00:22:15.270 00:22:24.230 Jake Sandler: Cool. So, on our end, the BAA, just like… well, because I want to start getting you documents, you know.

192 00:22:24.230 00:22:24.780 Robert Tseng: Yeah.

193 00:22:24.780 00:22:27.939 Jake Sandler: As soon as I can. Is there… are you guys running into any issues there?

194 00:22:28.660 00:22:29.600 Jake Sandler: Should I be… should I be.

195 00:22:29.600 00:22:30.769 Robert Tseng: It should be sent over.

196 00:22:31.330 00:22:38.400 Jake Sandler: I was like, I probably should have sent you the template, so forgive me, but if you guys have already been working… workshopping it with your team, with your legal team…

197 00:22:38.400 00:22:51.839 Robert Tseng: Yeah, I just got the final version of it, this morning, so I… I reviewed it. I think we’re just gonna send that over. If you need us to use your template, that’s fine too, but hopefully, you know, ours also works.

198 00:22:51.840 00:22:58.399 Jake Sandler: Yeah, it’s… they’re pretty standard as far as I can tell, so I’ll just do a quick review, assuming it’s good. And then…

199 00:22:59.270 00:23:04.870 Jake Sandler: I think once you get the BA with me, I can send you everything I have, and then…

200 00:23:05.120 00:23:19.049 Jake Sandler: we’ll probably have you do a BAA with them, because then you’re going to get Sunstone emails, and so, like, you’ll just be viewing PHI through their environment and through my environment, and so I think it’s… I think, contractually, it’s just, like, covering our bases there.

201 00:23:19.050 00:23:19.620 Robert Tseng: Yeah.

202 00:23:20.530 00:23:27.119 Jake Sandler: And in terms of… PHI and compliance. Can you just walk me through, like.

203 00:23:27.500 00:23:43.060 Jake Sandler: what… do you use, like, Avanta, or a compliance platform, or do you guys sort of… I know you’re very technically capable, do you just sort of manage compliance in your own way? Like, how do you ensure that you’re, like, meeting all the different, you know, standards for PHI?

204 00:23:43.330 00:23:54.129 Robert Tseng: Yeah, so we, we go through… we don’t go through VANSA, but we have an insurance provider, based… based in, in Texas. They make us do, kind of, certifications every year, and then,

205 00:23:54.320 00:24:06.290 Robert Tseng: yeah, I mean, it’s just like a… they’re like a managed service for us, like, telling us, like, hey, when this is out, you know, you need to get X number of people certified on these things. But yeah, I mean, I think generally speaking.

206 00:24:06.500 00:24:20.899 Robert Tseng: I mean, I’ve… I’ve worked, you know, I’ve… I’ve contracted out to quite a few health platforms. Some of them still make me go through their… their Vanta or whatever, so, like, I think we can go through whatever, Sanders, like, CISO needs us to go through.

207 00:24:20.960 00:24:25.159 Robert Tseng: I know also there’s, like, some restrictions on, like, US-based people or not, so…

208 00:24:25.210 00:24:36.430 Robert Tseng: I know, like, Awash that was on the call, he’s not US-based, but, you know, if we need to swap him out for a U.S.-based person, we do have one. I have a guy, he’s actually in the DC area, so, like.

209 00:24:36.430 00:24:47.400 Robert Tseng: he’s not, like, my lead, so he’s not, like, I think, as technically great as Oasis, but I’m, you know, he’s also… also a very strong, strong, person as well. So, I think,

210 00:24:47.400 00:24:47.980 Robert Tseng: Yeah.

211 00:24:47.980 00:24:48.330 Jake Sandler: I don’t.

212 00:24:48.330 00:24:48.970 Robert Tseng: That’s gonna help.

213 00:24:48.970 00:24:59.049 Jake Sandler: We need to have… let me just check. I don’t think the OH being international shouldn’t be an issue, as long as we’ve… I’m confident, you know, he’s doing it in a secure way.

214 00:24:59.050 00:24:59.540 Robert Tseng: Yeah.

215 00:25:07.400 00:25:19.830 Jake Sandler: Yeah, for… in terms of Vanta, for my environment, like, probably just have whoever’s working on the project download the Vanta, agent, which is just, like, a pretty minimal security agent on their laptop.

216 00:25:20.020 00:25:28.079 Jake Sandler: And it just checks a few things, you know, like, check, do they have, like, a password keeper, do they have, like, screen lock and, like, sort of standard…

217 00:25:28.660 00:25:38.730 Jake Sandler: best practices, and that way I can, like, show Sunstone, hey, these contractors are invented, they’re all meeting all the gates. It’s… it shouldn’t be onerous, it should take…

218 00:25:39.120 00:25:45.449 Jake Sandler: 20 minutes, you know, I think, per person. Sure. And then… that would…

219 00:25:45.750 00:25:54.830 Jake Sandler: be helpful. This… HIPAA’s agnostic to geography… Da-da-da-da-da…

220 00:25:58.380 00:26:03.610 Jake Sandler: Yeah, and then I assume, you know, like, you guys are just, like, transferring…

221 00:26:03.950 00:26:08.029 Jake Sandler: Well, you know, then we’ll just talk about if you’re ever accessing PHI,

222 00:26:08.380 00:26:11.319 Jake Sandler: Make sure we’re doing that in a way that, right, is just…

223 00:26:11.640 00:26:24.740 Jake Sandler: compliance was, like, either through my drive, so the small gray drive, or the Sunstone drive, or, like, directly logging into the systems, right, through the emails that are, like, locked down, and just, like, no…

224 00:26:24.960 00:26:39.089 Jake Sandler: local downloads, or if there is a local download, the way we handle that is, like, we just have a Monday board that’s like, okay, I downloaded this dataset, I need to do some stuff with it, and, like, when I’m done doing what I need to do, I delete it, and I, like, certify, deleted it, and that’s, like.

225 00:26:39.130 00:26:47.030 Jake Sandler: To me, that satisfies. I don’t need to go, like, over… overboard on it. Like, I… you guys have done this work before, and, like, you know…

226 00:26:47.640 00:26:54.540 Jake Sandler: need… there needs to be a certain amount of trust for this relationship to work, but I think let’s just, as we get into it, I’ll just, like, talk through what’s…

227 00:26:54.700 00:27:02.070 Jake Sandler: Operationally efficient, while also meeting, sort of, the minimum standard of compliance that we need to hit to feel like we’re doing it the right way.

228 00:27:02.460 00:27:14.370 Robert Tseng: Sure, yeah, no, that works with us. I think, like, the standards are really just kind of… kind of bare bones, and then it’s… yeah, I think different clients have different preferences, so, we’re flexible to kind of do whatever we need to do to…

229 00:27:14.860 00:27:16.530 Robert Tseng: Maintain peace of mind there.

230 00:27:17.050 00:27:21.169 Jake Sandler: Cool, yeah, and they, they are not, Sunstone is not,

231 00:27:21.570 00:27:34.560 Jake Sandler: overboard on how they enforce compliance, so they just… they just really want to make sure it’s met, and then they’re pretty, like, easy to work with, so it’s, like, more of a startup, perspective, which is great, because I’ve worked with some companies that it’s a huge pain in the ass.

232 00:27:35.390 00:27:35.960 Robert Tseng: Oh, yeah.

233 00:27:36.850 00:27:42.989 Jake Sandler: Cool, so you’ll get me the BAA, we have the NDA, and then…

234 00:27:43.670 00:27:51.310 Jake Sandler: I’m gonna ship this to Sunstone, hopefully they sign it in the next couple days, and then we can put in place

235 00:27:51.780 00:27:57.110 Jake Sandler: the SOW, the final version. And then, I think you mentioned an MSA as well?

236 00:27:58.050 00:27:58.750 Robert Tseng: Yeah.

237 00:27:59.070 00:28:06.519 Jake Sandler: Cool, so do we… because that… if we want to get that going, I’m happy to, like, sign that, because I assume that doesn’t obligate payment.

238 00:28:06.520 00:28:15.939 Robert Tseng: Yeah, so it’ll be the MSA plus the first SOW, and then the next time we do it, then it’ll just be, like, it’ll be cleaner, just have to sign each SOW on top of that, yeah, so…

239 00:28:15.940 00:28:16.510 Jake Sandler: Okay.

240 00:28:16.510 00:28:17.300 Robert Tseng: Cool. Yeah.

241 00:28:18.340 00:28:23.999 Jake Sandler: Anything else that I’m missing, or any other questions you have?

242 00:28:24.570 00:28:26.029 Jake Sandler: As we get going here.

243 00:28:26.510 00:28:35.589 Robert Tseng: No, I mean, just confirming, kind of like, you know, expected kickoff, assuming they sign in the few days. We’re still kind of targeting, like, I guess, that first week of May.

244 00:28:36.150 00:28:41.039 Jake Sandler: Yes, that would be my goal, because I would think if they sign this week, I mean, maybe we might be able to…

245 00:28:41.300 00:28:59.639 Jake Sandler: So I’m thinking, like, internal kickoff, basically between, like, you guys and us next week, and then we get all your access, you’ve reviewed all the stuff, and then we try to get on their calendar for whatever that Monday, Tuesday, Wednesday of that week, of May 4th, I think it is?

246 00:29:00.630 00:29:07.850 Jake Sandler: And I guess, question, while we’re talking about it, yeah, May 4th is the Monday, so, like, the 4th, 5th, or 6th, I think we can try to schedule a kickoff, like.

247 00:29:07.850 00:29:08.500 Robert Tseng: Perfect.

248 00:29:08.990 00:29:19.219 Jake Sandler: I guess we should talk about, like, what do you… what should we do for the internal… let’s assume they sign Thursday. So, like, let’s just assume you and I, we can kick off between Small Grid and Brain Forge on Monday.

249 00:29:19.490 00:29:32.439 Jake Sandler: Now, I might be out. So, I’m, like, gonna be out, so I’m definitely out for the four days, like, the baby’s born, and then there’s the next four days, because it’s a bit more chaotic in the first 4 days, and then I’ll probably be back.

250 00:29:32.720 00:29:42.969 Jake Sandler: So, I think, like, there’s, like, two parts to this. It’s like, what would be an ideal way we would kick off? And then, like, given that I might be out, like, what is the, like, adaptable version?

251 00:29:43.160 00:29:43.510 Robert Tseng: Yeah.

252 00:29:43.510 00:29:53.729 Jake Sandler: Then, what do we… what should we schedule for that week of May 4th, assuming, like, we’ve accomplished the internal stuff, and we can, like, who should be in that meeting from Sunstone’s side?

253 00:29:54.240 00:30:10.270 Robert Tseng: Yeah, okay. Well, at least for the internal kickoff, you know, assuming that we can schedule that next week, I mean, ideally, early in the week, I’ll get the full team that’s gonna be on this project, you know, you’ll be able to meet them all, and then, we will, start getting access to things, review it, and then…

254 00:30:10.780 00:30:12.120 Robert Tseng: I think, like.

255 00:30:12.290 00:30:30.990 Robert Tseng: I don’t know, maybe it’s too early to set up a recurring, but, like, typically what we do is, if we’re working… whatever our champion is, we meet with them earlier in the week, and then, like, if we need to do, like, weekly deliverables, or kind of, weekly check-ins with the end client, then there’s usually later in the week. So, we probably just try to target

256 00:30:30.990 00:30:36.099 Robert Tseng: having time with you somewhere in the, like, you know, Monday through Wednesday next week, and then…

257 00:30:36.120 00:30:41.970 Robert Tseng: I mean, after that, we just kind of have to adapt to what Sunstone would prefer.

258 00:30:43.230 00:30:49.039 Jake Sandler: I think let’s target a Tuesday afternoon recurring for us, if that.

259 00:30:49.040 00:30:49.360 Robert Tseng: Okay.

260 00:30:49.360 00:30:50.290 Jake Sandler: your team.

261 00:30:50.290 00:30:51.269 Robert Tseng: Yeah, we’ll make one.

262 00:30:51.590 00:30:56.739 Jake Sandler: And then Thursday afternoon, I mean, I gotta check with their team, but, like, let’s just, like.

263 00:30:57.040 00:31:01.510 Jake Sandler: try to make Thursday afternoon work. Does that give you enough time in between our meetings?

264 00:31:01.510 00:31:02.830 Robert Tseng: That’s perfect. Yeah.

265 00:31:02.830 00:31:08.950 Jake Sandler: Yeah, that’d be great to do those recurrence. And then, in terms of…

266 00:31:09.950 00:31:12.360 Robert Tseng: Slack channel, by the way.

267 00:31:13.230 00:31:17.570 Jake Sandler: Yeah, we’ll invite you to Slack. Our Slack, I smell great. They use Google Chat.

268 00:31:18.080 00:31:18.680 Robert Tseng: Sure.

269 00:31:19.200 00:31:36.450 Jake Sandler: So, one question is, like, how many emails do you think you need for some, like, Sunstone? It’s like, because we… now there’s, like, one tech at sunstoneTherapies.com, but we can easily create, like, two, Tech3, Tech 4, whatever, if you think everybody should have their own access, or you guys want to share one.

270 00:31:36.870 00:31:51.940 Robert Tseng: Yeah, I think probably 3 would be good. Usually one engineering one for me specifically, because I’ll probably be in a lot of the comms, and then, probably, like, one more for…

271 00:31:52.270 00:31:58.549 Robert Tseng: I guess we can… I mean, it’s probably just, like, two… but yeah, the engineering ones, they can share it, like, they’ll need it to…

272 00:32:01.220 00:32:11.120 Robert Tseng: Log into all the platforms and, like, if we need to set up, like, grab… grab keys to, like, hook things up or whatever, like, it’s always good to have one… one… one email that it’s tied to.

273 00:32:11.380 00:32:12.160 Robert Tseng: Yeah.

274 00:32:12.160 00:32:22.890 Jake Sandler: Cool, so we can… well, I’ll get three, we’ll do the current, and then I can add 2. And that way it’s, like, yeah, slightly better 2FA compliance stuff.

275 00:32:22.890 00:32:23.620 Robert Tseng: Yeah.

276 00:32:23.640 00:32:27.669 Jake Sandler: And then from Sunstone’s side…

277 00:32:28.950 00:32:33.609 Jake Sandler: I’m thinking, like, Ekta and Kim are the primary stakeholders.

278 00:32:33.770 00:32:38.340 Jake Sandler: Kim’s… Super busy, and do you have a hard stop right now?

279 00:32:38.810 00:32:39.699 Robert Tseng: No, I’m good.

280 00:32:39.900 00:32:48.960 Jake Sandler: Okay. And so they should be on the recurring, and then we might pull people in, as needed for the rest of the team? Is that…

281 00:32:48.960 00:32:49.600 Robert Tseng: Okay.

282 00:32:50.620 00:32:59.499 Jake Sandler: I’m also, like, open if you think, like, I don’t know if you, in your experience, like, it’s good to have certain, like, role types, like, in each of the meetings to make sure this gets done well.

283 00:32:59.930 00:33:12.970 Robert Tseng: Yeah, well, I mean, I think just to start, we’re really learning the org structure still, and, you know, even though people are starting off, like, hey, these are your two main people, turns out there’s, like, somebody else that kind of comes out of the weeds that’s, like, the person that

284 00:33:13.170 00:33:24.619 Robert Tseng: is in the background that just knows everything, but it’s not really that… doesn’t have the title. I mean, it’s a smaller team, so maybe less of… less surprises like that, but I would say we’re not, like, limit… like, no limits to, kind of, who comes…

285 00:33:24.710 00:33:41.620 Robert Tseng: comes to these meetings. We can… we’ll obviously run it by you to see who you think should come to these. But yeah, I think, like, we’ve… if we’re gonna do… if the two primary people that we’ll be spending time with for Discovery would be, like, Ekta and Kim, then…

286 00:33:41.650 00:33:45.669 Robert Tseng: Yeah, I guess that seems pretty straightforward. It’s not as…

287 00:33:46.190 00:33:49.340 Robert Tseng: Oh, yeah, I mean, yeah, I think that makes sense to me.

288 00:33:49.690 00:34:03.059 Jake Sandler: Cool. Yeah, I’m sure there’s gonna be some other folks we pull in at certain times, but between the two of them, they’ve both been there since day one, and both been the closest to the systems for the most part, so hopefully they should have, like, 80% of the knowledge that you’ll need.

289 00:34:03.060 00:34:03.630 Robert Tseng: Okay.

290 00:34:04.630 00:34:10.920 Jake Sandler: Cool. I think that covers what I wanted to cover.

291 00:34:12.270 00:34:13.260 Robert Tseng: Okay, great.

292 00:34:14.560 00:34:31.179 Robert Tseng: Yeah, so we’ll make sure we’ll send that over to you soon, BAA, and then, you know, once that’s… once that’s good, I think I like your doc. Basically the MSA is just gonna be the same SOW, just kind of paste it into… into that. So I think those are the two things we’ll get to you today.

293 00:34:32.090 00:34:35.380 Jake Sandler: Sounds good. Yeah. Alright, Robert, looking forward to it. We’ll be in touch. Cool.

294 00:34:35.620 00:34:36.669 Robert Tseng: Alright, thanks, Shake.