Meeting Title: EOM Service Line Review - Strategy Date: 2026-04-29 Meeting participants: Brylle Girang, Jasmin Multani, Uttam Kumaran


WEBVTT

1 00:03:04.020 00:03:05.290 Jasmin Multani: Hey, B.

2 00:03:05.840 00:03:06.830 Brylle Girang: Hi, Jasmine.

3 00:03:08.480 00:03:10.230 Jasmin Multani: How’s the Philippines?

4 00:03:10.760 00:03:12.260 Brylle Girang: Good, super hot!

5 00:03:16.460 00:03:22.659 Brylle Girang: It’s the summer season here, so the last rain that we experienced was.

6 00:03:22.660 00:03:23.190 Jasmin Multani: I bought.

7 00:03:23.190 00:03:25.190 Brylle Girang: A month and a half ago.

8 00:03:25.560 00:03:27.859 Jasmin Multani: nice, nice.

9 00:03:29.190 00:03:35.440 Jasmin Multani: I heard this trend that all Filipinos are either really good singers or really good dancers.

10 00:03:35.780 00:03:39.190 Jasmin Multani: Are you… do you have a… huh?

11 00:03:39.330 00:03:41.249 Brylle Girang: Most, most, not all.

12 00:03:41.250 00:03:46.960 Jasmin Multani: No! B! Okay, you have to be one. I can feel it. You have to be one.

13 00:03:47.170 00:03:50.259 Brylle Girang: I am the worst singer ever, but I do dance.

14 00:03:50.590 00:03:55.490 Jasmin Multani: Yes! Okay, nice, nice. See, the talent is there, I can feel it.

15 00:03:55.840 00:03:57.180 Jasmin Multani: Just kidding.

16 00:03:57.180 00:04:05.510 Brylle Girang: Yeah, I wanted to, like, be better at singing, because that’s… That’s charisma, man.

17 00:04:05.510 00:04:09.880 Jasmin Multani: I would sell my soul. Actually, no, I wouldn’t. But…

18 00:04:10.060 00:04:16.469 Jasmin Multani: if I knew how to sing, I just wouldn’t even work. I just wouldn’t… I wouldn’t know how to act, you know?

19 00:04:17.279 00:04:21.749 Brylle Girang: Exactly, like, if you know how to sing, like, you can control the world.

20 00:04:21.750 00:04:23.849 Jasmin Multani: We literally, like…

21 00:04:24.330 00:04:26.940 Brylle Girang: It’s a really powerful tool, you know, and…

22 00:04:27.050 00:04:34.919 Brylle Girang: It’s amazing. But yeah, I think Filipinos are really famous when it comes to, like, singing, although…

23 00:04:35.670 00:04:40.019 Brylle Girang: When it comes to the international, like, international fame, etc.

24 00:04:40.520 00:04:42.160 Brylle Girang: We’re not yet there.

25 00:04:42.880 00:04:47.480 Brylle Girang: But there have been some really good Filipino singers who have Climb up the…

26 00:04:48.200 00:04:52.520 Jasmin Multani: It’s like a hidden gem. Like, people don’t even know how good you guys are.

27 00:04:54.450 00:04:56.970 Brylle Girang: I wish I was one of those guys. Hey, Otam!

28 00:04:56.970 00:04:57.800 Uttam Kumaran: Ayy.

29 00:04:59.490 00:05:00.699 Uttam Kumaran: How’s it going?

30 00:05:01.520 00:05:11.329 Jasmin Multani: We’re talking about these hidden talent. I heard this trend that all Filipinos are either really excellent singers or really excellent dancers.

31 00:05:11.560 00:05:14.920 Jasmin Multani: And Brill shared his… his passion.

32 00:05:16.110 00:05:19.820 Uttam Kumaran: Yeah, I know, karaoke, big love for karaoke.

33 00:05:20.210 00:05:31.579 Jasmin Multani: No, no, not even karaoke. Like, every Filipino I know is either, like, a crazy skilled dancer, or they can break down the song on the second. It’s…

34 00:05:31.900 00:05:33.930 Jasmin Multani: It’s not karaoke, for sure.

35 00:05:36.630 00:05:38.290 Jasmin Multani: Nice.

36 00:05:38.450 00:05:40.529 Jasmin Multani: How’s your dog? What’s your dog’s name?

37 00:05:41.050 00:05:44.060 Uttam Kumaran: His name’s Finn, he’s good, this is what he does all day.

38 00:05:44.380 00:05:45.170 Jasmin Multani: Fit?

39 00:05:46.080 00:05:46.760 Uttam Kumaran: Ben?

40 00:05:47.870 00:05:49.979 Jasmin Multani: Then. Okay. Yeah.

41 00:05:50.400 00:05:53.789 Jasmin Multani: I think I’m gonna foster a dog next month, so…

42 00:05:54.900 00:06:00.380 Uttam Kumaran: Nice, good luck, it’s insane. I feel like this is… he’s now in a much more reasonable spot.

43 00:06:00.480 00:06:02.179 Uttam Kumaran: He’s, like, an adult, but…

44 00:06:02.850 00:06:10.230 Jasmin Multani: Yeah, I’m not a middle-aged dog. I want, specifically, a middle-aged dog that I can fit into my tote bag.

45 00:06:10.860 00:06:11.360 Jasmin Multani: Thank you.

46 00:06:11.360 00:06:18.460 Uttam Kumaran: Yeah, he’s… this dog is 125 pounds, he’s, like, 5 feet, in length, like, he’s a massive dog. Finn!

47 00:06:22.030 00:06:26.120 Uttam Kumaran: Like, if I… I’ll just try to go near him, you’ll sort of see for s-.

48 00:06:26.900 00:06:31.329 Jasmin Multani: Oh! Oh, and Brill has a dog, too!

49 00:06:31.910 00:06:33.430 Brylle Girang: name is Teddy, yeah.

50 00:06:33.430 00:06:34.550 Jasmin Multani: Howdy!

51 00:06:36.430 00:06:37.670 Jasmin Multani: Taggy.

52 00:06:37.670 00:06:40.469 Brylle Girang: He was sleeping, and then I just pick him up, and he looks.

53 00:06:40.470 00:06:42.050 Jasmin Multani: Aww!

54 00:06:42.900 00:06:49.050 Jasmin Multani: Oh, life is so good! Life is so good for him.

55 00:06:50.380 00:07:07.920 Brylle Girang: Yeah, so Jasmine, this is… you are the first one who’s going to go through this rigorous process, but this is going to be, like, our first end-of-month review for your service line, and that’s particularly about strategy. I sent over to you, like, the things that we’re watching out for.

56 00:07:07.940 00:07:15.529 Brylle Girang: Particularly about, you know, the number of escalations and defects that’s coming to Utam and Robert.

57 00:07:16.220 00:07:16.589 Jasmin Multani: Dinner.

58 00:07:16.590 00:07:28.310 Brylle Girang: of playbooks that we’re creating, the number of skills that we’re creating, etc. We’re building trackers based on that, but I think for this round, Otam, would you mind, like, leading so that I can know

59 00:07:28.450 00:07:30.980 Brylle Girang: How to lead the next ones?

60 00:07:31.640 00:07:47.750 Uttam Kumaran: Yeah, I mean, I think, like, we don’t have a… I feel like for this round, we don’t have a super data-driven approach, but I do have some logs of escalations. I think, really, the thing I’m talking to service line leaders of is, like, one, just confirming that

61 00:07:47.790 00:07:52.050 Uttam Kumaran: You know, you’ve read through the, like.

62 00:07:52.200 00:07:57.179 Uttam Kumaran: Standards in the, you’ve read through the standards in the…

63 00:07:57.600 00:08:03.279 Uttam Kumaran: Repo, like, you’re familiar with the expectations, you’re familiar, sort of, like, with

64 00:08:03.470 00:08:09.810 Uttam Kumaran: how SLs, CSOs interact, like, and that’s, like, Clear.

65 00:08:11.870 00:08:17.949 Jasmin Multani: I read through them. I don’t think I’ve fully been practicing them. I feel like…

66 00:08:19.590 00:08:36.869 Jasmin Multani: Yeah, I think it’s still… I think with CSO stuff, it’s still fuzzy about, like, when do I lean… like, when spec… dashboard specs are being built out, like, do I lean in, or does Greg lean in? I know Greg did the first official run-through for Element, but…

67 00:08:36.870 00:08:40.149 Jasmin Multani: even then, I was like, this is not mapping out.

68 00:08:40.150 00:08:45.020 Jasmin Multani: to what Shivani is saying that she wants, and I think a part of that is…

69 00:08:45.640 00:08:50.310 Jasmin Multani: You know, at the start of the relationship.

70 00:08:52.290 00:09:09.790 Jasmin Multani: Greg did accurately create the spec, and I reviewed it, and I signed off on it, we both agreed on it, but the other issue was there were these backlog of ass that suddenly Shivani started creating, and we were like, this doesn’t map out to the original contract.

71 00:09:09.900 00:09:13.310 Jasmin Multani: And, had sent her the specs.

72 00:09:13.650 00:09:14.920 Jasmin Multani: spec dogs.

73 00:09:15.050 00:09:18.910 Jasmin Multani: I don’t think she reviewed it, so I think that’s also…

74 00:09:19.530 00:09:22.270 Jasmin Multani: Where we need energy and harnessing.

75 00:09:22.490 00:09:33.269 Jasmin Multani: like, how do we make something that is an initial spec sheet, a living document, that gets, like, how much should that be updated? And…

76 00:09:34.350 00:09:38.530 Jasmin Multani: If we are constantly updating it, are we doing it a disservice to us?

77 00:09:38.860 00:09:44.760 Uttam Kumaran: Yeah, that’s where, like, and for this example, like, I’m actually less opinionated about like…

78 00:09:45.280 00:09:47.850 Uttam Kumaran: Sue versus Greg, and, like, this is where, like.

79 00:09:48.470 00:09:58.210 Uttam Kumaran: You guys, as leaders here, like, you’ll… you have to lean on your team, however you can lean, to accomplish the objective, which is what we’re looking at here, which is, like.

80 00:09:58.220 00:10:16.629 Uttam Kumaran: are there escalations, right? So, like, for example, if… if, like, if you and Greg are like, I don’t… we don’t know who needs to own this, and then it gets escalated, like, that’s an escalation. So, both of you guys are good, though, at being like, hey, can you handle this? I’ll handle this, we’ll accomplish the goal. The thing, though, with this situation is, like, we didn’t have a dashboard spec doc.

81 00:10:16.720 00:10:32.199 Uttam Kumaran: we didn’t have sort of a living document framework for, like, how we do dashboard specs, and so across the business, we’re creating, like, several dashboard specs, you know, all the time. And, like, that’s what I’m looking for, is, like.

82 00:10:32.260 00:10:51.599 Uttam Kumaran: Do we have a dashboard spec? Do we have an analysis spec? Not only do those exist, is everyone on the strategy team using those? Are you aware of, like, all of those? Right? And are you putting your stamp on the fact that all of those are, like, good? Right? Like, are you owning the service across all of our clients?

83 00:10:51.720 00:11:11.640 Uttam Kumaran: But, like, owning service across all clients doesn’t mean you’re doing the work. It means that Advait is working on default, and he’s using your spec, and that you’re comfortable that he can use your SOP for new dashboard development, right? So this is where a lot of our team, I think, gets nervous when they’re like, oh my god, am I on, like, 10 clients? No, it’s like…

84 00:11:12.030 00:11:28.580 Uttam Kumaran: you just need… I just need someone to be opinionated about the way the sausage is made. You own this flavor of sausage, you know? And so this is, like, for me, I want to be able to do two things. Like, as head of delivery, I want to be able to look at work product and be like, hey.

85 00:11:28.800 00:11:33.290 Uttam Kumaran: like, is this, like, what Jasmine approved as, like, the method to execute this work?

86 00:11:33.570 00:11:50.159 Uttam Kumaran: Or in an effort… in an escalation, I want to be able to point to, like, there is a playbook that you just… that someone didn’t follow. Right now, part of the reasons why we… we have a lack of playbooks is because I can’t… we have a lack of playbooks, which means I can’t point to what good looks like.

87 00:11:50.260 00:11:53.110 Uttam Kumaran: Right? I have… I have some…

88 00:11:53.430 00:12:04.100 Uttam Kumaran: understanding of, like, what a great engagement looks like, but I can’t go to Amber and Advait or Greg and be like, this is how, what a great dashboard spec looks like. You need to…

89 00:12:04.230 00:12:10.649 Uttam Kumaran: do that, right? And so… then I’m in a bind, because I’m giving them, like, make it better.

90 00:12:10.760 00:12:19.020 Uttam Kumaran: their… the expectations for them aren’t set, right? And so part of this is I’m pushing down the service line-specific expectations to the service leads.

91 00:12:19.860 00:12:27.100 Uttam Kumaran: So, for example, when there’s an issue on data engineering, I’m like, Awash, this is your problem. Like, this is your service.

92 00:12:27.340 00:12:33.439 Uttam Kumaran: Like, there’s a defect. You need to make sure that you solve this, and that there is a playbook.

93 00:12:33.790 00:12:40.409 Uttam Kumaran: to solve those going in the future. Because that way, when someone comes with an issue, you’re like, there’s a playbook, they should follow the playbook.

94 00:12:40.650 00:12:47.419 Uttam Kumaran: You know? And then we’re starting to build a repository of playbooks. If I go and build that playbook, and hand it to you.

95 00:12:47.640 00:12:58.199 Uttam Kumaran: which is, like, kind of what happened on the dashboard spec, then you don’t believe in it, right? And it’s not your ownership. So that’s what I don’t want to do. I don’t want… I don’t want to go write these playbooks, because then I…

96 00:12:58.930 00:12:59.570 Uttam Kumaran: mine.

97 00:12:59.800 00:13:01.379 Uttam Kumaran: You kinda see, like.

98 00:13:01.730 00:13:17.280 Uttam Kumaran: So my responsibility is I’m tracking escalations across all of our clients, and I want to flag those as much as possible to the leads that own the service. And then ideally, what will change is the people that flag those escalations will start going to the service leads automatically.

99 00:13:17.640 00:13:20.779 Uttam Kumaran: And that’s sort of the flywheel that we’re trying to build.

100 00:13:20.780 00:13:23.770 Jasmin Multani: How are you tracking the escalations?

101 00:13:24.430 00:13:28.959 Uttam Kumaran: We have a… we just… every time I get an escalation, I create a linear ticket in the delivery team

102 00:13:29.250 00:13:30.409 Uttam Kumaran: linear board.

103 00:13:30.640 00:13:34.250 Uttam Kumaran: I just say, like, escalation, this service, this is what happened.

104 00:13:35.140 00:13:39.770 Uttam Kumaran: Like, right now, it’s, like, there’s a lot, so it’s, like, not as imp…

105 00:13:39.890 00:13:43.240 Uttam Kumaran: So I’m… so what I’m gonna do for next month is start to track, like.

106 00:13:43.410 00:13:50.700 Uttam Kumaran: whether it’s related to a service, or whether it’s related to a CSO, and start to track. I think escalations is a fair…

107 00:13:51.010 00:13:56.760 Uttam Kumaran: Yeah. I think escalations is a fair metric, because, it’s sort of…

108 00:13:57.050 00:14:14.940 Uttam Kumaran: either… it sort of informs that someone didn’t know… like, either… it informs two things. One is, like, there were several escalations that happened, and so it had to get to me, right? So, for example, if an IC has an issue, I’m like, did you talk to your CSO? Did you talk to… if you have a relationship with a client, did you work with a client? Did you talk to the SL?

109 00:14:15.210 00:14:24.639 Uttam Kumaran: okay, finally, then, I’m happy to jump in. So I sort of track that. Sometimes things get escalated to me, because someone’s like, I don’t know who else knows about this.

110 00:14:24.760 00:14:33.120 Uttam Kumaran: That’s also a problem, right? So, escalations broadly are a huge risk to the business, because it’s just like.

111 00:14:33.340 00:14:36.569 Uttam Kumaran: I don’t have time to go get us another, like, deal.

112 00:14:36.570 00:14:37.270 Jasmin Multani: Yeah, yeah.

113 00:14:37.270 00:14:46.130 Uttam Kumaran: Right? And so, that’s how I’m tracking it as ahead of us. The other thing is, like, there will be escalations, but right now, there’s stuff that’s really, like.

114 00:14:47.510 00:14:53.219 Uttam Kumaran: really, really bad happening on some clients that I don’t have time to even go, like, put my energy there.

115 00:14:53.370 00:14:58.400 Uttam Kumaran: And then there’s a lot of paper cuts, right? And so that’s, like, sort of, like, what I’m… what I’m thinking about.

116 00:14:58.970 00:15:01.770 Jasmin Multani: Can we pull those up and look at them together? Would that help?

117 00:15:02.350 00:15:02.870 Uttam Kumaran: Doctor?

118 00:15:03.670 00:15:05.830 Jasmin Multani: Yeah, because right now, I don’t have…

119 00:15:06.000 00:15:14.220 Jasmin Multani: I have ideas for playbooks and skills, but it just hasn’t been set up, so I think it’d be helpful if I can see what the escalations are.

120 00:15:14.500 00:15:21.820 Uttam Kumaran: Yeah, so this is like an… this is an internal, like, delivery team board, but I’ll just share you what are some, like, examples of escalations.

121 00:15:23.040 00:15:28.809 Uttam Kumaran: But also, again, like, I think B, I’ll probably call on you, like, I think Zoran went through a similar motion, like.

122 00:15:28.990 00:15:39.649 Uttam Kumaran: I don’t want, like, I kind of want the SLs to be able to start to understand, like, what is a playbook, what are some playbooks, how do I build a playbook? I have all the ideas, but, like, again.

123 00:15:40.040 00:15:41.130 Uttam Kumaran: if I’m, like.

124 00:15:41.400 00:15:57.449 Uttam Kumaran: for example, like, I think even, obviously, if you were to think about, okay, what is a great… what is an analysis? What is a great analysis deck? What is a great dashboard spec? Like, how do we do dashboard QA? How do… if a number is wrong, what’s our number is wrong playbook?

125 00:15:57.780 00:15:59.520 Uttam Kumaran: Kinda thinks, right?

126 00:15:59.640 00:16:02.559 Uttam Kumaran: So I feel like those you kind of already know. It’s just basically, like.

127 00:16:02.710 00:16:08.519 Uttam Kumaran: Take a look at, like, your week’s worth of work, and, like, can we match all of that to a playbook?

128 00:16:08.850 00:16:11.799 Uttam Kumaran: Starting with the highest volume items, you know?

129 00:16:12.200 00:16:15.940 Uttam Kumaran: So if I show you, like, a version of an escalation,

130 00:16:18.610 00:16:21.659 Uttam Kumaran: So, like, this is kind of, like, what I’m logging now.

131 00:16:21.810 00:16:29.040 Uttam Kumaran: and these will start to get more robust over time, is like, okay, this is, Eden AI, they missed their milestone.

132 00:16:29.470 00:16:31.120 Uttam Kumaran: I’m logging an escalation.

133 00:16:31.520 00:16:34.710 Uttam Kumaran: And so I just log, like, This is the client.

134 00:16:34.860 00:16:38.790 Uttam Kumaran: this is the escalation, because at the point it gets escalated, I don’t know

135 00:16:39.140 00:16:44.719 Uttam Kumaran: I don’t know, like, who to attribute it to. I’m getting called to fix a problem. So, like, I fix the problem.

136 00:16:45.080 00:16:57.530 Uttam Kumaran: And then I’m like, okay, post-mortem, like, what happened, right? Like, a good example is, like, yeah, this was like, okay, element dashboard spec. We were sort of going back and forth, there’s this dashboard spec, this dashboard spec, I was like, can we make this?

137 00:16:58.080 00:17:03.850 Uttam Kumaran: we were about to get jammed by Schiavone, I was like, okay, escalation. I’ll just take… I’ll just take care of it, I’ll push it out.

138 00:17:04.180 00:17:09.249 Uttam Kumaran: And then I’m like, okay, cool, I think this is squarely in Jasmine’s territory, we need a dashboard spec.

139 00:17:10.440 00:17:23.259 Uttam Kumaran: And, like, that’s… that’s kind of, like, the meat of it. It’s actually very simple, and I’m… and what I failed to do in the past is track a lot of this, so now that’s where I’m changing, is, like, as I get involved on projects.

140 00:17:23.550 00:17:30.720 Uttam Kumaran: it’s… it may happen in two ways. One, someone calls on me. Sometimes people are running projects that are so… that are obviously, like, struggling.

141 00:17:30.800 00:17:48.939 Uttam Kumaran: And I have to intervene, otherwise we’re gonna lose the agreement, right? And so that’s also an escalation. It’s like, if I feel like, hey, this is not working, like, we’re not seeing progress, or I attend a client meeting and it’s not going well, but then everybody’s sort of in the thing is like, yeah, it’s going okay, like, I escalate.

142 00:17:48.940 00:17:50.730 Jasmin Multani: You know?

143 00:17:50.960 00:18:07.469 Uttam Kumaran: Part of this is, like, spidey sense of, like, we run this business for a while, I know when clients are about to go south. Part of this is, like, as people ping me to get involved in something, I always am like, did you talk to your CSO? Did you talk to your SL? Did you check playbooks?

144 00:18:07.670 00:18:12.639 Uttam Kumaran: And, like, Did you… okay, then I… then I’ll get involved, you know?

145 00:18:12.640 00:18:13.270 Jasmin Multani: Nope.

146 00:18:13.610 00:18:14.230 Jasmin Multani: Alright.

147 00:18:14.230 00:18:19.550 Uttam Kumaran: I’m also changing, because I’m not trying to micromanage anymore, so I really am doing my best to be, like.

148 00:18:20.530 00:18:26.839 Uttam Kumaran: Dude, you have, like, a support system on your client, or, like, at least through your service leadership, like, ask.

149 00:18:27.850 00:18:31.579 Uttam Kumaran: Call Jasmine, or message Jasmine, call Greg, call whoever.

150 00:18:31.780 00:18:35.670 Uttam Kumaran: Part of this, though, is, like, I want to start being confident in doing that.

151 00:18:36.470 00:18:39.510 Uttam Kumaran: So that you guys have an opinion about how the service works.

152 00:18:41.560 00:18:45.600 Jasmin Multani: Okay. Alright, so for these monthly check-ins.

153 00:18:45.900 00:18:48.400 Jasmin Multani: Like, these escalations, that’s, like, the…

154 00:18:48.790 00:18:51.630 Uttam Kumaran: The escalations are, like… the escalation’s a scoreboard.

155 00:18:52.400 00:18:54.550 Jasmin Multani: What? But at the floor, like…

156 00:18:54.720 00:18:55.340 Uttam Kumaran: Yeah.

157 00:18:55.340 00:19:04.859 Jasmin Multani: That’s, like, the worst. If we have more to talk about escalations at SPAC, I would rather tip the conversation to have more about number of playbooks, number of skills, ideally…

158 00:19:04.860 00:19:13.589 Uttam Kumaran: So my KR, in order to accomplish the minimization of escalations, our recommendation is for you to build skills and playbooks, right?

159 00:19:13.590 00:19:15.120 Jasmin Multani: Cool. Like, so…

160 00:19:15.120 00:19:18.460 Uttam Kumaran: that is a simple metric where I’m like, if you look, if you’re building playbooks.

161 00:19:18.810 00:19:20.400 Uttam Kumaran: The next thing will be, like.

162 00:19:20.590 00:19:28.579 Uttam Kumaran: okay, if you’re building playbooks and there’s still escalations, is there a gap, or are people just not reading them? If people are not reading them, then that’s something

163 00:19:28.690 00:19:37.080 Uttam Kumaran: I can help solve. If it’s like, okay, the playbook isn’t accurate, then that’s another thing. But gills and playbooks are, like, our first rung of, like.

164 00:19:37.630 00:19:42.479 Uttam Kumaran: Take a stab at that, because then you can tell your team, go read the playbook, go follow that.

165 00:19:42.770 00:19:45.110 Uttam Kumaran: And then tell me if that doesn’t work, right?

166 00:19:45.500 00:19:50.090 Uttam Kumaran: That is a sort of first set of expectation setting that I think is going to be really effective.

167 00:19:50.380 00:19:52.319 Uttam Kumaran: when we think about the SL role.

168 00:19:52.640 00:19:59.520 Uttam Kumaran: Because ultimately, Jasmine, think about, think about we have 20 clients that are using, our strategy and service, service.

169 00:19:59.520 00:19:59.860 Jasmin Multani: Okay.

170 00:19:59.860 00:20:08.210 Uttam Kumaran: Our strategy and analytics service. There’s no way you’re gonna be able to know everything. So the way you maintain control is through the playbook.

171 00:20:09.390 00:20:10.020 Uttam Kumaran: Right.

172 00:20:10.720 00:20:13.190 Uttam Kumaran: The way you maintain standards is through the playbook.

173 00:20:19.420 00:20:20.360 Jasmin Multani: response.

174 00:20:22.600 00:20:29.300 Uttam Kumaran: And I think this is where B has a lot of helpful methods for you on, like, how to make those, how to make skills.

175 00:20:29.490 00:20:33.379 Uttam Kumaran: how to use skills, and I think once you start seeing that.

176 00:20:34.140 00:20:41.259 Uttam Kumaran: all of this is gonna ladder into, like, how do I give Jasmine more leverage to cover the entirety of the service with the

177 00:20:41.670 00:20:46.489 Uttam Kumaran: 40 hours or less, right? Like, that’s always what I’m trying to think about. So this is where I’m…

178 00:20:46.710 00:21:02.160 Uttam Kumaran: I’m trying to attack the fact that, like, we can have you cover 20 clients that are pulling from this service, we can maintain the fact that that service gets developed at, like, A+, and playbooks and skills are one path.

179 00:21:02.360 00:21:17.179 Uttam Kumaran: We are also training everybody in the comp… like, so for as a head of delivery, I’m gonna help you by… I’m training everybody in AI, right? Everybody has up-to-date tooling, we’re hiring smart people, right? So this is the contract between us. If you’re like, hey.

180 00:21:17.310 00:21:20.920 Uttam Kumaran: You hired a bunch of dumb people, and so my service sucks? Okay.

181 00:21:21.230 00:21:30.750 Uttam Kumaran: Fine, that’s on me, right? Sorry, I’m being crude, but, like, that’s on me. Or if you’re like, hey, you’re telling me all my people are AI-driven, but nobody’s, like, able to use AI. Okay, that’s on us, right?

182 00:21:31.150 00:21:35.740 Uttam Kumaran: Like, oh, you got us a bunch of crap clients that, like, have crazy expectations? Okay.

183 00:21:36.510 00:21:53.039 Uttam Kumaran: So, I’ll take that, right? And I’m expecting that that… there will be things that happen like that. That’s where you have to… that’s where… that’s, like, my responsibility. And then your responsibility is, like, you have an opinionated view about the way strategy and analysis happens at Brainforge.

184 00:21:54.280 00:21:59.839 Uttam Kumaran: And, like, if someone’s like, who cares the most about this? It’s you, right?

185 00:22:00.250 00:22:04.809 Uttam Kumaran: That’s, like, what I’m expecting the kind of, like, give and take to be.

186 00:22:05.610 00:22:12.489 Jasmin Multani: Okay, sweet. And playbooking is… A collection of skills, basically.

187 00:22:13.630 00:22:17.119 Uttam Kumaran: Yeah, I think maybe, B, do you want to talk about, like, playbooks?

188 00:22:17.560 00:22:19.070 Brylle Girang: Yeah, yeah,

189 00:22:19.260 00:22:30.229 Brylle Girang: I wouldn’t say that they are a collection of skills, but skills should run down through the playbooks. Basically, playbooks would act as SOPs for each team.

190 00:22:30.820 00:22:46.439 Brylle Girang: So we have the standards, which tackles about, like, how we work here in Brainforge. The playbooks would focus on how you do the service lines. Like, how do you create a dashboard? How do you tackle one problem? How do you tackle a specific issue?

191 00:22:46.610 00:22:51.749 Brylle Girang: Those are what playbooks are. So ultimately, what we want is that

192 00:22:52.290 00:23:07.909 Brylle Girang: Our end goal is that if any of your IECs have a task or have a problem, they can look at one document and say, hey, this is similar to what I’m experiencing, this is similar to what I need to do, and those are the playbooks.

193 00:23:08.030 00:23:09.220 Brylle Girang: Does that make sense?

194 00:23:10.250 00:23:21.460 Jasmin Multani: Yeah, the SOP doesn’t necessarily have to be all skills. It could be a matter of, like, hey, suggestion, you need to go talk to your client, discuss these things, fill out this box.

195 00:23:21.830 00:23:22.430 Jasmin Multani: And then…

196 00:23:22.430 00:23:29.040 Brylle Girang: SOP should be the tools that helps you, like, Execute that playbook.

197 00:23:29.040 00:23:30.239 Jasmin Multani: really smooth.

198 00:23:30.390 00:23:48.450 Brylle Girang: So if you have a skill like, you know, in a playbook where you can create dashboards, you can have a skill that, you know, collects the specs, etc. You can have a skill that creates a dashboard, etc. But those shouldn’t necessarily be the playbooks, but skills should help you execute the playbook.

199 00:23:49.290 00:23:53.559 Jasmin Multani: Okay, alright, that makes sense.

200 00:23:53.560 00:24:13.339 Brylle Girang: Yeah, awaish had some pretty good examples. Zora has been also pushing those out. The main reason why I’m pushing you to use OpenCode is that it will be the best platform for you to, like, explore how to create playbooks, how to… what our playbooks are, how can your team utilize those playbooks.

201 00:24:14.160 00:24:17.630 Jasmin Multani: Okay. Sounds good.

202 00:24:18.100 00:24:21.100 Jasmin Multani: Right now, I see a common thread through…

203 00:24:21.280 00:24:24.340 Jasmin Multani: the Element dashboards, and, like.

204 00:24:24.830 00:24:40.489 Jasmin Multani: Avid and Shivani and I will just, like, live cut a ticket together, and I think, we’ve done a few so far, so I’m like, okay, this is… this is the pattern that Shivani wants. And I’ve also seen in the past, like.

205 00:24:40.590 00:24:48.680 Jasmin Multani: the original, like, dashboard checklist that I created, I think it… Was too sophisticated?

206 00:24:48.990 00:25:03.790 Jasmin Multani: And when I would go to Shivani, she’d be like, well, I actually don’t really need this, or she’s just not thinking about metrics and that mindset this early on. So I think I’ll also want to cut it from an angle of, hey, given where this client is.

207 00:25:04.210 00:25:09.949 Jasmin Multani: in their… with their data, do this, because I think that was an issue… I think that…

208 00:25:09.950 00:25:18.290 Uttam Kumaran: Exactly, exactly. I think this is where, like, you start with the most generic, and then you have, like, you’ll see the playbook, you can have, like.

209 00:25:18.290 00:25:31.130 Uttam Kumaran: in this situation, do this. In this situation, you do this. You’re building kind of a manual, right? When we’re finally, I think, Jasmine, doing what we often never do in data is literally, like, codify what we’ve learned after doing this, like, a hundred times.

210 00:25:31.130 00:25:31.560 Jasmin Multani: But the.

211 00:25:31.560 00:25:42.000 Uttam Kumaran: the gotchas, right? Because ultimately, you want to take oddvate to, like, 90% of your knowledge, which is, like, all the gotchas. That’s the gap, right? And so, part of this is…

212 00:25:42.220 00:25:58.610 Uttam Kumaran: Yes, I think this is where, once you’re able to deploy the playbook, you will get feedback, like, what the gaps are, because Element is a unique client versus another client versus another client, and so you may say, like, hey, this is the first start, here’s the decision tree, sort of after that.

213 00:25:59.040 00:26:00.150 Jasmin Multani: You know?

214 00:26:00.150 00:26:11.100 Uttam Kumaran: like, if I would give you an example, we send out scopes of work, SOWs, to clients, me and Robert, and we have a lot of, like, in this situation, add this. In this situation, add this.

215 00:26:11.200 00:26:19.190 Uttam Kumaran: Because we know, like, we’re gonna send the first one, they’re gonna… they’re gonna be like, I want more information on how you guys price. Okay, well, let’s add this piece in. Oh, I want, like.

216 00:26:19.190 00:26:19.720 Jasmin Multani: break.

217 00:26:19.720 00:26:22.809 Uttam Kumaran: down to… I, like, want a super mega breakdown of deliverables. Okay.

218 00:26:22.930 00:26:28.939 Uttam Kumaran: So, now, I can go into AI and be like, here’s a transcript, generating me an SOW,

219 00:26:29.400 00:26:32.740 Uttam Kumaran: And then I can, like, iterate really fast to the end goal.

220 00:26:33.330 00:26:40.620 Jasmin Multani: Okay, cool, cool, cool. I guess in these playbooks and skills, I can also end… Like, have, like.

221 00:26:41.890 00:26:53.640 Jasmin Multani: like, prompt questions, be like, hey, this is, like, the gold standard, like, a fully fleshed out spec for a dashboard, but, describe your situation with your client right now.

222 00:26:53.640 00:26:58.610 Uttam Kumaran: Yes, exactly. So you can almost… the one thing you could do is you could have AI actually ask you that.

223 00:26:58.770 00:27:06.700 Uttam Kumaran: Yeah. So your skill for, like, dashboard spec development could literally say, cool, this skill actually questions the user.

224 00:27:06.900 00:27:16.230 Uttam Kumaran: hey, what’s the health of the client? Or maybe pull from the last 10 transcripts to, like, get a sense of it. Or, like, what stage are we at? Are we, like.

225 00:27:16.730 00:27:27.590 Uttam Kumaran: Is the client already have a super clear understanding, or is it… are we the ones directing? So this is the thing, like, the AI actually allows you to input, like, force the input from the user.

226 00:27:28.330 00:27:33.439 Jasmin Multani: Yeah, I think the… from my experience, I think users are just…

227 00:27:34.170 00:27:42.979 Jasmin Multani: getting the answer, but they’re not asking questions back, but I feel like prompt… having the AI prompt questions…

228 00:27:43.130 00:27:44.830 Jasmin Multani: We’ll help. Yes.

229 00:27:45.120 00:27:48.430 Jasmin Multani: The user engage and brainstorm better.

230 00:27:48.600 00:27:49.230 Uttam Kumaran: Yeah.

231 00:27:49.990 00:27:50.580 Jasmin Multani: No.

232 00:27:59.130 00:28:03.060 Jasmin Multani: To go down that decision tree that we talked about.

233 00:28:04.860 00:28:05.600 Jasmin Multani: Okay.

234 00:28:07.320 00:28:08.150 Jasmin Multani: Boom.

235 00:28:09.680 00:28:14.109 Jasmin Multani: this makes sense, I just have to sit down and do it.

236 00:28:14.110 00:28:19.429 Uttam Kumaran: Yeah, I think this is what I told Zoran, too, is like, you guys just have to find time to reflect.

237 00:28:19.790 00:28:20.320 Jasmin Multani: Yeah.

238 00:28:20.320 00:28:24.299 Uttam Kumaran: Like, you’re gonna, like, it… this is just… this is just life at this company.

239 00:28:24.450 00:28:38.600 Uttam Kumaran: it’s just, you have to carve out time to reflect, but you’re gonna see the impact really fast. For… for… this isn’t a company where, like, you write documentation, and then it, like, doesn’t get used. Like, you’ll immediately see people start using your playbooks.

240 00:28:38.750 00:28:55.269 Uttam Kumaran: And I’m gonna start pitching your playbooks. And so, that’s, like, again, my guarantee as, like, a leader is, like, I’m trying to help you buy your time back. This is, like, a… this is a great mechanism for you to increase your scope over this service.

241 00:28:55.790 00:29:08.540 Uttam Kumaran: And playbooks is gonna be one thing. We’re gonna continue to hire and put people into your service. Like, I think you’re doing an… you’re probably doing the best job as an SL in terms of, like, people, like, nurturing people and listening to people and helping them.

242 00:29:08.540 00:29:09.090 Jasmin Multani: Huh.

243 00:29:09.480 00:29:11.199 Uttam Kumaran: but I think on a similar scale.

244 00:29:11.220 00:29:20.119 Uttam Kumaran: you need to get on playbooks and skills. You know, which you know, like, you already know, and so this is where these conversations with everybody in this leadership group

245 00:29:20.130 00:29:35.050 Uttam Kumaran: is our very self-reflective people, you kind of know what I’m gonna say, but I also… we went through this journey managing, like, if you think about me, I’m like the CSO SL for, like, 10 clients for 2 years, like, it was a nightmare. So we’ve seen a lot of the issues.

246 00:29:35.170 00:29:39.819 Uttam Kumaran: This structure should help you take a small slice of that, get really opinionated, and then we’re gonna.

247 00:29:39.820 00:29:40.500 Jasmin Multani: Yeah.

248 00:29:40.500 00:29:42.149 Uttam Kumaran: that service, right?

249 00:29:42.150 00:29:42.610 Jasmin Multani: Because.

250 00:29:42.610 00:29:51.299 Uttam Kumaran: you’re a service leader, like, you’re not an IC, on purpose. And they’re like, I can’t wait until we have the 20 person, the 20 company book.

251 00:29:51.770 00:29:57.400 Uttam Kumaran: to do this. So we have to do it now. And then… and then as soon as it’s working.

252 00:29:57.580 00:29:59.940 Uttam Kumaran: We’ll… we’ll… we’ll grow it, you know?

253 00:29:59.940 00:30:02.999 Jasmin Multani: Yeah, yeah. I think I’m just, like, nervous about…

254 00:30:04.180 00:30:09.489 Uttam Kumaran: You’re gonna be nervous about handing off stuff to those teams, about releasing, sort of… this is where, like.

255 00:30:09.600 00:30:11.459 Uttam Kumaran: Say that out loud in the channel.

256 00:30:11.460 00:30:12.240 Jasmin Multani: Yeah.

257 00:30:12.240 00:30:20.120 Uttam Kumaran: And be like, yo, I just got jammed because I tried to, like, let go in this thing, and then, like, that’s it. It’s just like, let it out. Part of it is, like…

258 00:30:20.510 00:30:35.140 Uttam Kumaran: we’ve seen this before a lot, and so I’m trying to create leaders out of this group, because this is just the process we go through. But then, if you’re like, hey, I… that’s… but this is the thing, it’s like, hey, I let it go, I let people do the playbook, but then they, like, followed it exactly, like, messed up. Okay, like.

259 00:30:35.140 00:30:35.670 Jasmin Multani: Yeah.

260 00:30:35.670 00:30:37.990 Uttam Kumaran: Talk about it. Is that a people thing? Is that a.

261 00:30:37.990 00:30:38.510 Jasmin Multani: Yeah.

262 00:30:38.510 00:30:46.930 Uttam Kumaran: book thing? Is that a… did I set the intention wrong? Okay, that’s a problem to be solved, not… you know, but it starts with you saying that out loud.

263 00:30:47.320 00:30:57.170 Jasmin Multani: Yeah, I think that’s just the… what I’m nervous about, it’s, like, the mental real estate, because I know that, like, in the past, when I would write playbooks, it’s because I had, like.

264 00:30:57.370 00:31:04.400 Jasmin Multani: months to, like, stress test it, and then I would feel comfortable releasing it, and I’ll be like, okay.

265 00:31:04.550 00:31:15.700 Jasmin Multani: I’m in one company, there’s only so much variance that can happen with this playbook, but now I’m like, okay, there are multiple clients, multiple different companies that could be impacted by this playbook.

266 00:31:16.060 00:31:17.580 Jasmin Multani: What is, like, the…

267 00:31:17.580 00:31:19.920 Uttam Kumaran: Dude, that’s great! That’s awesome.

268 00:31:19.920 00:31:20.600 Jasmin Multani: Oh, okay.

269 00:31:20.600 00:31:24.890 Uttam Kumaran: What do you mean? Like, that’s… that’s… that’s… I’m gonna… what I’m gonna do, cause…

270 00:31:24.910 00:31:44.689 Uttam Kumaran: if you think, like, this is where a lot of people don’t know about me, like, all inside my head is literally very, very pessimistic, negative, like, so I have to… one thing I love to do is show you why that’s actually a great thing. Like, otherwise you are just Jasmine on one client. Like, that is not interesting to the company. That is not good for the company.

271 00:31:44.690 00:31:59.769 Uttam Kumaran: You will feel fear, and, like, that is how it should feel. Like, that’s okay, I can’t… that’s how it will feel, but your service is our premier, like, service, right? Like, the strategy work, like, we want to be like Bain, right? Like.

272 00:31:59.960 00:32:03.369 Uttam Kumaran: So, like, you’re the ticket there. And so, this is, like.

273 00:32:03.480 00:32:14.399 Uttam Kumaran: the feeling you’re gonna go through is you’re gonna start to say, well, people are following my playbooks, and other companies, yeah, hell yeah, what are they gonna… what would they do otherwise? Follow someone else’s playbook?

274 00:32:14.470 00:32:23.599 Uttam Kumaran: Right? Like, that’s how… that’s… that’s… that’s gotta be the self-talk a little bit, because otherwise, there’s gonna be no playbook, or there’s gonna be something half-assed I wrote two years ago.

275 00:32:24.020 00:32:24.620 Jasmin Multani: Yeah.

276 00:32:24.620 00:32:27.640 Uttam Kumaran: Those are not good options.

277 00:32:27.640 00:32:34.089 Jasmin Multani: Yeah, I think I just have to, like, start off generic, and then remind myself I’m expected to check in on these playbooks.

278 00:32:34.090 00:32:34.770 Uttam Kumaran: Yes.

279 00:32:34.770 00:32:38.270 Jasmin Multani: every two weeks to do a maintenance check. Yes.

280 00:32:38.270 00:32:44.190 Uttam Kumaran: And also, you’re gonna find that if the goal is escalations, even if a playbook is 60% there.

281 00:32:44.320 00:32:48.389 Uttam Kumaran: you could call a vape, be like, yo, improve the playbook. Like, we don’t have, like.

282 00:32:48.930 00:32:58.009 Uttam Kumaran: really, like, bottom of the funnel people. You could be like, yo, if the playbook’s off, just, like, make a change and, like, run it by me, right? So you have a great team to rely on.

283 00:32:58.010 00:32:58.690 Jasmin Multani: Beautiful.

284 00:32:58.690 00:33:15.369 Uttam Kumaran: You know, and so, yeah, I would say, like, canvas the surface with playbooks that your team can start to use. Amber and Advait, I know, are also going to be, like, great contributors. They can make playbooks and run it by you, right? So this is where, like, I don’t care how you do it.

285 00:33:15.760 00:33:26.499 Uttam Kumaran: I carry that the escalation… that we’ve reduced escalations. And I have some… I have some suggestions, but ultimately, the escalations is what we’ll talk about.

286 00:33:27.000 00:33:29.539 Uttam Kumaran: Do you see what I mean? It’s like, both… you have a lot of freedom.

287 00:33:30.160 00:33:30.580 Jasmin Multani: Yeah.

288 00:33:30.580 00:33:34.670 Uttam Kumaran: But also, it’s like… You also have a lot of rope.

289 00:33:34.950 00:33:39.569 Jasmin Multani: Yeah, yeah. Alright, let me… I have to hop to a merge. Sure.

290 00:33:39.920 00:33:45.429 Jasmin Multani: I have to hop to a meeting with Alish. But, okay, let me noodle on this.

291 00:33:45.580 00:33:47.940 Jasmin Multani: hear you that I need to carve out time for playbooking.

292 00:33:47.940 00:33:53.320 Uttam Kumaran: You know, and if you want to talk about this weekly, like, I’m here to spend time with just that leadership group.

293 00:33:53.520 00:33:54.749 Jasmin Multani: So if you’re, like.

294 00:33:54.750 00:33:59.740 Uttam Kumaran: I want to do another session like this, where we just talk through, or we do one together, like, I’m happy to do that.

295 00:34:00.860 00:34:18.980 Jasmin Multani: Okay. I feel… I would feel better if I sat down, did my homework, and did it myself, to be like, okay, how much do I really know? What are the gaps? So that, like, when we do meet, it’s super productive. It’s like, boom, boom, I need them to lean in here. I need people to lean in here, da-da-da-da. Okay.

296 00:34:19.489 00:34:21.959 Uttam Kumaran: I would also appreciate that, but I’m here for you, like…

297 00:34:21.960 00:34:22.859 Jasmin Multani: Yeah, yeah.

298 00:34:22.860 00:34:38.320 Uttam Kumaran: I’m not… I’m gonna… I’m telling… I told this to… I’m not spending time with people that are not gonna make a big… not gonna be huge leverage for the business. I’m stopping doing that. So, my time is for you, it’s for Greg, it’s for Pranav, it’s for Awash, it’s for Demi, it’s for that leadership group.

299 00:34:38.790 00:34:48.540 Uttam Kumaran: Right, that’s it. Like, I’m not doing… I’m literally… I’m selling, I’m generating more AI stuff for us to sell, or I’m working with you guys. I don’t do anything else, so…

300 00:34:48.540 00:34:49.280 Jasmin Multani: Like…

301 00:34:49.280 00:34:53.839 Uttam Kumaran: I don’t want to be like, go do it, and I’m super busy. I’ll find the time, so…

302 00:34:53.840 00:34:59.319 Jasmin Multani: Okay, cool. But, yeah, my method of thinking is just, like, do the thing first.

303 00:34:59.600 00:35:17.739 Jasmin Multani: And then, there will be some times where we’ll have a meeting up. My ideal is, like, do the thing first, so I have something to show you, to jam on. Maybe it won’t be polished, maybe it will be polished, but then, worst case scenario, I show up to the meeting, be like, hey, I didn’t even have time to do this, let’s jam on it together.

304 00:35:17.740 00:35:22.040 Uttam Kumaran: Yeah, yeah, yeah, either way, I wanna… either way, like… Yeah, use it as, like.

305 00:35:22.260 00:35:28.019 Uttam Kumaran: It’s like when you tell your friends, like… it’s like you go around, you’re like, hey guys, everybody, I’m gonna run a marathon this year.

306 00:35:28.020 00:35:29.520 Jasmin Multani: Yeah, yeah, yeah.

307 00:35:29.520 00:35:30.979 Uttam Kumaran: It’s like that same mindset, so you…

308 00:35:30.980 00:35:31.490 Jasmin Multani: Yeah.

309 00:35:31.490 00:35:37.480 Uttam Kumaran: Book the meeting, show up, whatever state, don’t worry, we’ll run the… I’ll be… I’m gonna drag you across the finish.

310 00:35:38.420 00:35:50.690 Uttam Kumaran: I’m… you’re gonna see, I’m gonna drag everybody across… we’re going… we’re making it to the finish line, no matter what. No matter what. So, if that’s what it takes, everybody has a different approach, by the way, so…

311 00:35:50.690 00:35:51.500 Jasmin Multani: That’s…

312 00:35:51.500 00:35:53.010 Uttam Kumaran: That’s just it, so…

313 00:35:53.680 00:35:55.989 Jasmin Multani: Okay, sounds good.

314 00:35:56.750 00:36:03.089 Jasmin Multani: yeah, I have time, maybe I’ll book time with Brill, and then, we can do that marathon check-in, and then…

315 00:36:03.520 00:36:06.850 Jasmin Multani: Go to you. Sounds good, I gotta drop. Okay, take care. Bye!

316 00:36:06.850 00:36:07.680 Uttam Kumaran: Thank you guys, bye.