2026-05-07_element_project_weekly_sync_3c52be25

Meeting Title: Element Project Weekly Sync Date: 2026-05-07 Meeting participants: Uttam Kumaran, Greg Stoutenburg, Lisa Whall

---

WEBVTT

1 00:00:17.450 ⇒ 00:00:18.270 Greg Stoutenburg: Morning!

2 00:00:21.400 ⇒ 00:00:22.900 Greg Stoutenburg: What’s your coffee of choice?

3 00:00:23.330 ⇒ 00:00:30.040 Uttam Kumaran: I have an espresso machine, so I make… Ice lattes.

4 00:00:30.610 ⇒ 00:00:31.020 Greg Stoutenburg: Nice.

5 00:00:31.020 ⇒ 00:00:37.490 Uttam Kumaran: And that is my drink that I’m abusing right now, and we’ll see if I’m enjoying honey.

6 00:00:41.760 ⇒ 00:00:44.939 Greg Stoutenburg: Oh, we might be having a bandwidth issue again.

7 00:00:45.250 ⇒ 00:00:48.440 Uttam Kumaran: Oh, it may be my… alarm.

8 00:00:48.930 ⇒ 00:00:51.439 Greg Stoutenburg: Yeah. I just cut video to try to help us.

9 00:00:52.310 ⇒ 00:00:53.889 Uttam Kumaran: Okay, how’s it now?

10 00:00:54.170 ⇒ 00:00:55.310 Greg Stoutenburg: That sounds a little better.

11 00:00:55.650 ⇒ 00:00:56.380 Uttam Kumaran: Okay.

12 00:00:56.530 ⇒ 00:00:57.020 Greg Stoutenburg: Yeah, nice.

13 00:00:57.020 ⇒ 00:00:59.740 Uttam Kumaran: Ice… Ice Honey Lattes.

14 00:01:00.000 ⇒ 00:01:01.620 Greg Stoutenburg: Alright, alright.

15 00:01:01.870 ⇒ 00:01:12.690 Greg Stoutenburg: Nice. Yeah, Katie and I went to a coffee shop first thing this morning, and I just got, I got a drip coffee followed by a double espresso, and it was very acidic and very bitter, and I loved it.

16 00:01:15.240 ⇒ 00:01:16.600 Uttam Kumaran: But…

17 00:01:18.760 ⇒ 00:01:21.029 Greg Stoutenburg: Shoot, this is full robo. Full, full robo.

18 00:01:21.030 ⇒ 00:01:26.060 Uttam Kumaran: I’m just far from my laptop. Hold on, give me 2 seconds.

19 00:01:26.280 ⇒ 00:01:26.950 Greg Stoutenburg: Okay.

20 00:02:51.650 ⇒ 00:02:52.200 Uttam Kumaran: Okay.

21 00:02:54.710 ⇒ 00:02:56.420 Greg Stoutenburg: Cool. Alright, let’s see what we got.

22 00:02:57.460 ⇒ 00:02:58.159 Greg Stoutenburg: There we are.

23 00:02:58.160 ⇒ 00:03:04.039 Uttam Kumaran: Alright, today’s fine. It started raining yesterday, I think something happened to the Wi-Fi, like, when we called, so… Yeah. Now it’s better.

24 00:03:04.040 ⇒ 00:03:11.540 Greg Stoutenburg: I think the rain wanted to… yeah, well, yeah, the Wi-Fi wanted to take a day off, too. It feels the way we all do. Like, it’s raining out, it’s like, I don’t want to have to do anything now.

25 00:03:11.540 ⇒ 00:03:17.790 Uttam Kumaran: I know, but I feel like in our business, Thursdays are kind of like… It’s like, sprint till Thursday.

26 00:03:19.250 ⇒ 00:03:19.730 Greg Stoutenburg: Yeah.

27 00:03:19.730 ⇒ 00:03:24.180 Uttam Kumaran: Tomorrow… tomorrow’s, like, I mean, I don’t have stuff to do tomorrow, but…

28 00:03:24.180 ⇒ 00:03:24.710 Greg Stoutenburg: Yeah.

29 00:03:24.710 ⇒ 00:03:29.280 Uttam Kumaran: it’s not like… I feel like we wrap up… like, having the client meetings on Thursday.

30 00:03:29.700 ⇒ 00:03:41.289 Uttam Kumaran: because before we used to do it on Friday, and it’d be such a nightmare. Yeah. Like, it’d be, like, Friday 3 p.m. client meeting. It’s like, no one wants to be on the… No. We’re gonna get yelled at.

31 00:03:41.650 ⇒ 00:03:46.219 Greg Stoutenburg: Right. Yeah, get yelled at and then head off for the weekend. Yeah, I,

32 00:03:46.790 ⇒ 00:03:53.530 Greg Stoutenburg: I do like doing the meetings on Thursday, and I feel like it is… it’s Sprint till Thursday,

33 00:03:53.560 ⇒ 00:04:08.769 Greg Stoutenburg: talk through Thursday, so it’s like, alright, time to deliver on all these things that you said you would do. Time to perform a little. And then, and then Friday, I usually… I usually wake up with, like, some fresh energy Friday, and I’m usually pretty productive, at least for, you know, at least in the morning, like, I’m able to lock in, like, this is it.

34 00:04:08.770 ⇒ 00:04:15.879 Uttam Kumaran: I wake… I wake up fresh every fucking day, and I hit it hard, but, like, It’s tough, like…

35 00:04:15.880 ⇒ 00:04:16.200 Greg Stoutenburg: Yeah.

36 00:04:16.200 ⇒ 00:04:21.010 Uttam Kumaran: Sometimes we… like, these days, the bad days don’t really get to me anymore, because.

37 00:04:21.010 ⇒ 00:04:21.610 Greg Stoutenburg: Yeah.

38 00:04:22.070 ⇒ 00:04:27.040 Uttam Kumaran: How bad… I mean, I’m on a call with you, we have people in the company, how bad could it really be?

39 00:04:27.040 ⇒ 00:04:28.179 Greg Stoutenburg: Yeah! There you go.

40 00:04:28.180 ⇒ 00:04:29.939 Uttam Kumaran: I’m very much a silver lot, because…

41 00:04:30.200 ⇒ 00:04:33.450 Uttam Kumaran: It used to be me getting yelled at, like, alone, like, with people.

42 00:04:33.450 ⇒ 00:04:33.820 Greg Stoutenburg: Look!

43 00:04:33.820 ⇒ 00:04:39.679 Uttam Kumaran: didn’t want to work here, or, like, this is their side job. So, I tried to remind myself, like.

44 00:04:39.900 ⇒ 00:04:41.040 Uttam Kumaran: Alright, where are I?

45 00:04:41.650 ⇒ 00:04:45.979 Uttam Kumaran: like, you know, there was a time about a year and a half ago where I was like.

46 00:04:46.250 ⇒ 00:04:50.740 Uttam Kumaran: I don’t think I know all the stuff that’s going on in the company. Like, I was like.

47 00:04:51.170 ⇒ 00:05:05.429 Uttam Kumaran: wow, that’s a weird… like, everything used to kind of be like, oh, you… I basically wasn’t doing everything. Right. And there’s a moment where I’m like, there’s, like, things going on that I don’t think I’m aware of, but, like, that feels like a… that’s a good thing, and…

48 00:05:05.430 ⇒ 00:05:06.050 Greg Stoutenburg: Right.

49 00:05:06.050 ⇒ 00:05:07.330 Uttam Kumaran: Since then, I’m like.

50 00:05:07.670 ⇒ 00:05:14.889 Uttam Kumaran: Yeah, I mean, this is good, like, I feel like… and we also, like, I want to remind everybody, like, we keep a really high bar.

51 00:05:15.120 ⇒ 00:05:22.510 Uttam Kumaran: We’re very self-critical. Most… Like, people in our position would just, like, take the lumps, but, like.

52 00:05:23.070 ⇒ 00:05:27.939 Uttam Kumaran: Just, like, keep falling into it, and, like, not really be, like, what should we do?

53 00:05:29.270 ⇒ 00:05:29.900 Greg Stoutenburg: Yeah.

54 00:05:30.220 ⇒ 00:05:37.670 Uttam Kumaran: So, I feel like we always try, and clients can tell that. Yeah. Because other times they work with a big firm, like.

55 00:05:38.400 ⇒ 00:05:43.130 Uttam Kumaran: nothing… you’re just kind of talking to drones. Like, you’re not talking to, like, a human that is, like.

56 00:05:43.490 ⇒ 00:05:47.170 Uttam Kumaran: okay, I’m gonna take this feedback and actually, like, reflect on this.

57 00:05:47.300 ⇒ 00:05:50.070 Uttam Kumaran: Yeah. So, like… Yeah, I…

58 00:05:50.310 ⇒ 00:05:57.510 Uttam Kumaran: Long story short, yeah, I wake up, like, ready to hit it. These are some… I have some, like, long days, though, this past few weeks.

59 00:05:57.510 ⇒ 00:05:57.870 Greg Stoutenburg: Yeah.

60 00:05:57.870 ⇒ 00:06:03.030 Uttam Kumaran: Where, like, it’s… but what I’m trying to do now is spend the first 2 hours on client work, which is good.

61 00:06:03.320 ⇒ 00:06:03.920 Greg Stoutenburg: Yeah.

62 00:06:03.920 ⇒ 00:06:15.299 Uttam Kumaran: Because I, like, I push CTA forward, I push… I help push Element forward, and then I set everybody up to, like, kind of take that into whatever they’re doing in the day.

63 00:06:15.540 ⇒ 00:06:23.159 Uttam Kumaran: And then similarly for default, like, I think I was able to go basically play, like, call her.

64 00:06:23.320 ⇒ 00:06:35.679 Uttam Kumaran: tie the knot on, like, what we want to do for default, like, be really clear on, like, what it is. Yeah. Kind of also get a… then kind of, like, talk on the phone, get, like, yo, what’s, like, the real deal?

65 00:06:35.970 ⇒ 00:06:39.860 Uttam Kumaran: She’s also going through something personally, and then also, like.

66 00:06:40.140 ⇒ 00:06:46.819 Uttam Kumaran: dealing with this work thing, so I was like, yeah, I was like, I guess I… yeah, I nailed that one.

67 00:06:46.820 ⇒ 00:06:47.450 Greg Stoutenburg: Yeah, good.

68 00:06:48.420 ⇒ 00:07:03.429 Uttam Kumaran: And I was just like, we’re gonna do our best to land the plane, you’re hearing from… hearing from me. You have to trust Greg and trust our team that we’re working towards that. We built everything, and then she also agreed, she’s like, yeah, I don’t know, like, everybody’s freaking out at me, so…

69 00:07:03.560 ⇒ 00:07:06.119 Uttam Kumaran: So, she’s just… it’s just transitory, so…

70 00:07:06.120 ⇒ 00:07:06.909 Greg Stoutenburg: Yeah, yeah, yeah.

71 00:07:06.910 ⇒ 00:07:07.910 Uttam Kumaran: Yeah.

72 00:07:08.940 ⇒ 00:07:13.830 Uttam Kumaran: Yeah, so let’s land that. I’m excited for Sunstone, so that’s a fat deal.

73 00:07:14.080 ⇒ 00:07:20.350 Uttam Kumaran: Yeah. So I’m excited to nail that. So that can be, like, an element-sized situation.

74 00:07:20.470 ⇒ 00:07:29.499 Uttam Kumaran: So I’m excited to kind of, like, support there. We’re gonna kind of layer some more people on as well, because that’s, like, the first month of, like, something that could be pretty big.

75 00:07:29.810 ⇒ 00:07:30.210 Greg Stoutenburg: Yeah.

76 00:07:30.210 ⇒ 00:07:35.130 Uttam Kumaran: And then, yeah, I think default will sort of ride off in the sunset element.

77 00:07:35.590 ⇒ 00:07:40.229 Uttam Kumaran: I think for Element, we kind of have to just, like, keep the pace weekly.

78 00:07:40.230 ⇒ 00:07:40.899 Greg Stoutenburg: Just keep going.

79 00:07:40.900 ⇒ 00:07:58.309 Uttam Kumaran: kind of shoot our shot on Monday, like, say where we’re gonna go on Monday, and then be like, we got there on Thursday, and not leave much room for breathing. Yeah. Or, like, for guessing. So, happy to go through the deck today. I feel really good at covering… every week, I feel like I’m tapped in on ingestion.

80 00:07:58.630 ⇒ 00:08:03.999 Uttam Kumaran: I’m, like, a little less tapped in on modeling, and I’m, like, not really tapped in on…

81 00:08:04.150 ⇒ 00:08:05.780 Uttam Kumaran: the dashboard side.

82 00:08:05.780 ⇒ 00:08:06.350 Greg Stoutenburg: Yep.

83 00:08:06.750 ⇒ 00:08:08.700 Uttam Kumaran: So, hopefully that, like.

84 00:08:09.260 ⇒ 00:08:14.609 Uttam Kumaran: math that, like, aligns with, like, where you’re not so tapped in, maybe? Yeah. Yeah. Okay. Yep.

85 00:08:14.610 ⇒ 00:08:29.059 Greg Stoutenburg: Yeah, that’s good. Well, okay, so why don’t we… why don’t we just look real quick at the default, at the default deck, which I… I made the changes, I saw your comments, and so… made a couple changes, so… I just cut that… that one slide,

86 00:08:29.460 ⇒ 00:08:32.860 Greg Stoutenburg: This was, you know, this was the plan, as stated.

87 00:08:34.799 ⇒ 00:08:36.940 Greg Stoutenburg: And then, for the handoff tasks.

88 00:08:37.280 ⇒ 00:08:48.080 Greg Stoutenburg: using the… using what you sent over, I just broke that up into, this is what we’re gonna do, this is what they’re going to do. So, in other words, this is what needs to be delivered, and this is how we’re gonna do it.

89 00:08:49.670 ⇒ 00:08:51.320 Greg Stoutenburg: Okay. Does this look right?

90 00:08:54.270 ⇒ 00:09:02.400 Uttam Kumaran: Ensure… I’m sure join’s only… yeah, I would say at the, okay, build tables to those…

91 00:09:07.100 ⇒ 00:09:13.530 Uttam Kumaran: Yeah, and the last one on the task is I wanted Advait to do, like, a… how to build Omni using…

92 00:09:14.100 ⇒ 00:09:15.630 Uttam Kumaran: AI, like.

93 00:09:15.630 ⇒ 00:09:16.060 Greg Stoutenburg: Yeah.

94 00:09:16.060 ⇒ 00:09:17.910 Uttam Kumaran: with Nondica, so…

95 00:09:17.910 ⇒ 00:09:22.190 Greg Stoutenburg: Could I… Oh yeah, let me add that in explicitly.

96 00:09:29.920 ⇒ 00:09:33.459 Greg Stoutenburg: Wait, didn’t… wait, I swear I wrote this. Oh.

97 00:09:35.440 ⇒ 00:09:36.860 Greg Stoutenburg: I’m just gonna repeat it.

98 00:09:39.380 ⇒ 00:09:41.380 Greg Stoutenburg: Because this is… this is the punch list.

99 00:09:41.510 ⇒ 00:09:42.740 Greg Stoutenburg: These are the goals.

100 00:09:43.260 ⇒ 00:09:48.240 Greg Stoutenburg: This is the punch list to get there. So, actually… Why don’t I take that?

101 00:09:55.050 ⇒ 00:09:57.529 Greg Stoutenburg: There. Okay. Now it’s a goal.

102 00:09:58.090 ⇒ 00:10:00.950 Greg Stoutenburg: And this is the action step to get there. Okay.

103 00:10:01.620 ⇒ 00:10:02.940 Greg Stoutenburg: That seems better to me.

104 00:10:06.500 ⇒ 00:10:08.909 Greg Stoutenburg: Alright, does this look right to you? This looks right to me.

105 00:10:09.200 ⇒ 00:10:09.790 Uttam Kumaran: Yeah.

106 00:10:10.090 ⇒ 00:10:13.039 Greg Stoutenburg: On the call, you know, I mean, if there are questions.

107 00:10:13.310 ⇒ 00:10:17.799 Greg Stoutenburg: If there are two… I mean, depending on level of depth questions about this, I’ll need backup.

108 00:10:18.590 ⇒ 00:10:23.829 Greg Stoutenburg: But the rest… yeah, the rest should be good. And then…

109 00:10:23.870 ⇒ 00:10:42.609 Greg Stoutenburg: this is unchanged, and then that’s it. And I think… I think given their… I’m kind of thinking about default and element in a similar way as far as, like, the reviews today, which is just, I know what their goal is, let’s just speak to the goal. We don’t need to do a, here’s every ticket we closed, and things like that. This is what they care about, so I think we should just focus on it.

110 00:10:43.190 ⇒ 00:10:46.030 Greg Stoutenburg: Cool. So if that looks good, I’ll close that.

111 00:10:46.310 ⇒ 00:10:48.799 Greg Stoutenburg: And then for Element, I started by…

112 00:10:50.110 ⇒ 00:10:54.970 Greg Stoutenburg: I started by going through and just, like, making revisions and, like, deleting stuff, and I was like, man.

113 00:10:56.110 ⇒ 00:11:11.860 Greg Stoutenburg: there’s so much here, like, I kind of feel like a fresh start, so that’s why, I don’t know if you saw it, I just put this… I just put a doc in the channel, I was like, alright, if everyone could, like, here’s the structure I want to use, the leftmost bullets are structure, and then inside of that, like, if everyone could just write

114 00:11:11.860 ⇒ 00:11:18.509 Greg Stoutenburg: what updates they think are relevant, I will turn this into a new deck, and I’ll just reuse some of the visuals here.

115 00:11:19.700 ⇒ 00:11:28.749 Greg Stoutenburg: I could kind of perceive a little bit when we were on the calls doing the deck reviews in the last couple weeks, Shivani’s eyes, like, sort of, like, glazing over on some of the details.

116 00:11:28.750 ⇒ 00:11:29.230 Uttam Kumaran: Yes.

117 00:11:29.230 ⇒ 00:11:32.530 Greg Stoutenburg: like, I don’t think that that’s… She’s not objecting?

118 00:11:32.530 ⇒ 00:11:35.599 Uttam Kumaran: It’s like, it’s like, she’s not objecting, but she’s like.

119 00:11:36.320 ⇒ 00:11:46.729 Uttam Kumaran: it’s, like, not action-packed, like, the best meetings… Also, can I invite Lisa to this? I was gonna meet with her, I just told her, like, maybe listen in on this, like… Yeah. She can just…

120 00:11:46.730 ⇒ 00:11:47.450 Greg Stoutenburg: By whoever.

121 00:11:47.450 ⇒ 00:11:59.380 Uttam Kumaran: Yeah, I also agree, like, the best meetings with Element are where we talk the whole time, and, like, honestly, like, maybe, like, miss a couple things, like… Yeah. So, frankly.

122 00:12:00.040 ⇒ 00:12:04.349 Uttam Kumaran: As much as we can pack to make decisions on the call.

123 00:12:04.350 ⇒ 00:12:04.690 Greg Stoutenburg: Yes.

124 00:12:04.690 ⇒ 00:12:08.420 Uttam Kumaran: And it’s less of a, like, readout would be best.

125 00:12:08.420 ⇒ 00:12:08.850 Greg Stoutenburg: Yes.

126 00:12:08.850 ⇒ 00:12:21.389 Uttam Kumaran: Additionally, like, I… you know me, like, I’m happy to have a discussion on, like, more philosophically, like, about a decision on the data side, or whatever. Yep. So, I’m almost thinking, like.

127 00:12:21.930 ⇒ 00:12:30.149 Uttam Kumaran: each slide maybe needs to have one or two of those questions, and then… but then I do think what I would… I would ask for you is, like.

128 00:12:30.690 ⇒ 00:12:47.289 Uttam Kumaran: one, drive that call. Like, we’ve messed up so many times with this call, where, like… and this is where I think Jasmine still has to learn to, like, get out of her way. Yeah. Me and you are fine. Me and you are good with that. Like, I think… yeah, me and you, I feel like, are good.

129 00:12:47.430 ⇒ 00:12:49.530 Uttam Kumaran: Everybody else just needs to be like, yo.

130 00:12:49.740 ⇒ 00:12:52.899 Uttam Kumaran: Chime in and then chime out. Like, chime in and chime out.

131 00:12:52.900 ⇒ 00:12:53.640 Greg Stoutenburg: Right, yeah.

132 00:12:53.640 ⇒ 00:13:00.480 Uttam Kumaran: So, whatever, if it’s… I also think, like, we should really cement that, like, Slack thread during the call.

133 00:13:00.890 ⇒ 00:13:04.710 Uttam Kumaran: Yeah. And basically be like, yo, join… you need to join this, like, live thread.

134 00:13:05.520 ⇒ 00:13:08.400 Uttam Kumaran: Like, or we should… or… or some, like…

135 00:13:08.870 ⇒ 00:13:09.359 Greg Stoutenburg: That’s a good idea.

136 00:13:09.360 ⇒ 00:13:18.500 Uttam Kumaran: just get people out. I’m tired of messing this call up for, like, stupid things. Like, if people are getting jammed, they should either ask live in Slack, I’m getting jammed, like, what should I do?

137 00:13:18.500 ⇒ 00:13:19.120 Greg Stoutenburg: Yeah.

138 00:13:19.120 ⇒ 00:13:30.770 Uttam Kumaran: like, pass the buck, like, do not fluff it. I think we need to maintain that. That’s one thing. Second thing is, like, as much of the through line that you can maintain of

139 00:13:30.870 ⇒ 00:13:33.840 Uttam Kumaran: And, like.

140 00:13:34.040 ⇒ 00:13:43.480 Uttam Kumaran: how we’re laddering to our monthly sprint goals in the SOW, I think would be really great to do, once a week.

141 00:13:45.870 ⇒ 00:13:50.960 Uttam Kumaran: And then… pass it to the Workstream owners for…

142 00:13:51.520 ⇒ 00:13:57.749 Uttam Kumaran: each of the areas. So right now, like, what I want to check the box on ingestion modeling.

143 00:13:57.920 ⇒ 00:13:59.459 Uttam Kumaran: So that’s Awash and I.

144 00:13:59.680 ⇒ 00:14:00.280 Greg Stoutenburg: Yep.

145 00:14:01.580 ⇒ 00:14:06.700 Uttam Kumaran: On the strategy side, She has questions on…

146 00:14:07.000 ⇒ 00:14:17.080 Uttam Kumaran: There’s… there’s, like, active stuff going on in terms of… Wholesale QA, retail QA, Supply chain, discovery.

147 00:14:17.200 ⇒ 00:14:19.620 Uttam Kumaran: I’m an e-commerce dashboard building.

148 00:14:19.730 ⇒ 00:14:21.589 Uttam Kumaran: So, part of this is, like.

149 00:14:22.110 ⇒ 00:14:29.430 Uttam Kumaran: I don’t… we need… we want to set Advait up and Jasmine up to, like, compartmentalize and talk about each of those.

150 00:14:29.430 ⇒ 00:14:30.100 Greg Stoutenburg: Yep.

151 00:14:30.430 ⇒ 00:14:33.920 Uttam Kumaran: what I don’t want to happen is, like, we just do one slide on strategy, and then

152 00:14:34.170 ⇒ 00:14:38.090 Uttam Kumaran: And then Shivani’s like, wait, we didn’t talk about, like, e-commerce today. So…

153 00:14:38.090 ⇒ 00:14:38.919 Greg Stoutenburg: Right. I don’t want them.

154 00:14:38.920 ⇒ 00:14:40.220 Uttam Kumaran: So I actually want to, like.

155 00:14:40.420 ⇒ 00:14:43.489 Greg Stoutenburg: Yeah, that was the… that was the goal here.

156 00:14:43.490 ⇒ 00:14:48.799 Uttam Kumaran: So the rest of it, like, we could have other stuff. Honestly, it could either go into Appendix.

157 00:14:48.950 ⇒ 00:14:53.070 Uttam Kumaran: Or… If it comes up, we tackle it as we go.

158 00:14:53.070 ⇒ 00:14:53.510 Greg Stoutenburg: Yeah.

159 00:14:53.510 ⇒ 00:15:00.040 Uttam Kumaran: But nailing, like, it’s almost like we want to check a bunch of boxes in the meeting, like, we’re gonna check the box. Did we talk about the sprint goals?

160 00:15:00.250 ⇒ 00:15:02.279 Uttam Kumaran: Yeah. Did we talk about the 4 box?

161 00:15:02.500 ⇒ 00:15:02.860 Greg Stoutenburg: Yeah, yeah.

162 00:15:02.860 ⇒ 00:15:07.989 Uttam Kumaran: Did we go through ingestion? Did we go through every part of the… of the pipeline?

163 00:15:08.270 ⇒ 00:15:16.759 Uttam Kumaran: Yeah. Did each of those areas, did we have, like, a healthy discussion about something that maybe we’re blocked on, or we need to look forward to? Yep.

164 00:15:17.080 ⇒ 00:15:22.740 Uttam Kumaran: And just, if you can pack it like that, this… we will just fly through that hour.

165 00:15:22.940 ⇒ 00:15:40.590 Greg Stoutenburg: Yeah. Yeah, I told Jasmine and Advaita on a call yesterday, I said, my goal for this would be, insofar as, like, the amount of time where we’re just giving updates, I said, I want that to be capped at no more than 15 minutes at the most. Like, if we’re just saying this… when it’s of the form, this happened, and this happened, and this happened…

166 00:15:40.590 ⇒ 00:15:41.320 Uttam Kumaran: Yes.

167 00:15:41.320 ⇒ 00:15:41.849 Greg Stoutenburg: We should name…

168 00:15:41.850 ⇒ 00:15:45.049 Uttam Kumaran: Talk about how I ran that Monday meeting with us, where I was like.

169 00:15:45.850 ⇒ 00:15:50.260 Uttam Kumaran: Yo, I don’t care about, like, I’m doing this today. It’s like, that’s not what I’m here to ask you about.

170 00:15:50.260 ⇒ 00:15:51.129 Greg Stoutenburg: That’s the wrong level.

171 00:15:51.130 ⇒ 00:15:57.749 Uttam Kumaran: Go ahead and… go ahead and do that. That’s not my problem. Right. I’m asking you, like, what’s wrong? Or, like, where are we at an impasse?

172 00:15:58.070 ⇒ 00:16:00.170 Greg Stoutenburg: Where are we stuck, where are we going, is…

173 00:16:00.170 ⇒ 00:16:07.890 Uttam Kumaran: Yeah, and then also, like, as many of the decks, because you can tell she is getting pinned to, like, produce something for somebody randomly, like…

174 00:16:08.330 ⇒ 00:16:08.849 Greg Stoutenburg: Put me in…

175 00:16:08.850 ⇒ 00:16:11.279 Uttam Kumaran: summary clear, blah, blah, blah, blah. So I want to make sure…

176 00:16:11.490 ⇒ 00:16:23.639 Uttam Kumaran: are… one, our assets are in a way where if she opens it, she can, like, maybe screenshot or copy. Yeah. Second is that, like, she can go to you and be like, I have a… I’m in a jam to produce something. Yeah. And, like.

177 00:16:24.550 ⇒ 00:16:43.899 Uttam Kumaran: Right, because I’m always Plan B on everything, so I’m… I won’t… I’m not going anywhere, but I kind of want you to be Plan A on, like, basically kind of, like, a little bit of the logistics. And then, all the Workstream owners on this are fine. My… my nervousness is that Jasmine is, like, either… maybe this is my question to you, and then we can get into the deck, is, like.

178 00:16:44.020 ⇒ 00:16:45.269 Uttam Kumaran: I don’t think…

179 00:16:45.500 ⇒ 00:16:52.369 Uttam Kumaran: I’m not sure whether she is, like, operating with, like, okay, we’re finishing this this week, we’re finishing this this week.

180 00:16:54.370 ⇒ 00:17:03.449 Uttam Kumaran: At least I’m not getting asked for any help. So, my nervousness when I don’t get… when I don’t see people that are, like, asking for help is that, like, they’re silently suffering.

181 00:17:03.450 ⇒ 00:17:03.780 Greg Stoutenburg: Yeah.

182 00:17:03.780 ⇒ 00:17:05.499 Uttam Kumaran: And that they’re gonna drop the ball.

183 00:17:05.500 ⇒ 00:17:05.920 Greg Stoutenburg: Right.

184 00:17:05.920 ⇒ 00:17:08.609 Uttam Kumaran: So, I guess, like, that’s my… my point to you, is that, like.

185 00:17:08.619 ⇒ 00:17:09.249 Greg Stoutenburg: Yep.

186 00:17:10.050 ⇒ 00:17:15.319 Uttam Kumaran: I know Awaish, and, like, me and Awash are tight, and so we’ll get the… we’ll get our side of the stuff done.

187 00:17:15.329 ⇒ 00:17:15.959 Greg Stoutenburg: Yeah.

188 00:17:15.960 ⇒ 00:17:19.419 Uttam Kumaran: And he’ll loop with them, but, like, that’s probably my only risk right now, is, like.

189 00:17:19.960 ⇒ 00:17:22.320 Uttam Kumaran: I wanna make sure that she,

190 00:17:22.540 ⇒ 00:17:32.429 Uttam Kumaran: you feel like she’s… she’s able to crush that out, because ultimately, she can say, hey, this is too many work streams, I either need additional people, or we need to push back, but, like.

191 00:17:33.410 ⇒ 00:17:39.709 Uttam Kumaran: If that’s happening, I’d like to do that now, versus… Right. But if it’s not happening, you can also say it’s not happening.

192 00:17:39.710 ⇒ 00:17:44.060 Greg Stoutenburg: I don’t think it is happening right now, and she and I have been in touch around…

193 00:17:44.770 ⇒ 00:17:50.889 Greg Stoutenburg: like, around things pertaining to workload and, like, the right level of operating as an SL.

194 00:17:50.950 ⇒ 00:18:06.429 Greg Stoutenburg: Versus, you know, actually getting in and doing stuff in dashboards, for example. And I think that that’s… I think that that is going well. I don’t think that she’s, yeah, I don’t think that anything is slipping, and… yeah, and we are in touch about it.

195 00:18:06.430 ⇒ 00:18:10.220 Uttam Kumaran: Okay, okay. Then the biggest feedback, which is feedback from Shivani, is just, like.

196 00:18:10.360 ⇒ 00:18:15.979 Uttam Kumaran: don’t let Jasmine sort of, like, get into, like, a narrow example. Yeah. She has, like, she’s kind of, like.

197 00:18:16.290 ⇒ 00:18:17.730 Uttam Kumaran: She’s a great analyst.

198 00:18:17.850 ⇒ 00:18:22.340 Uttam Kumaran: But that means she also goes, like, really deep, so…

199 00:18:22.580 ⇒ 00:18:35.450 Uttam Kumaran: ultimately, like, pull her out if you’re on a call where she’s… where that’s happening, because that’s… that’s mainly Shivani’s feedback. Part of this, again, is, like, as I told you guys, like, we’re gonna get… something’s gonna go wrong every month, whatever, but.

200 00:18:35.450 ⇒ 00:18:35.780 Greg Stoutenburg: Yeah.

201 00:18:35.780 ⇒ 00:18:37.739 Uttam Kumaran: The more we just try to mitigate.

202 00:18:37.740 ⇒ 00:18:38.160 Greg Stoutenburg: Yeah.

203 00:18:38.160 ⇒ 00:18:45.200 Uttam Kumaran: like, there’s kind of nothing you can do. We’re also not… yeah, so that’s, like, the biggest thing, like, not to take it super seriously, so…

204 00:18:45.200 ⇒ 00:18:53.309 Greg Stoutenburg: Yeah, yeah, sounds good, yeah. Well, so, you know, you said go through the deck. Well, right now, this is the deck, so…

205 00:18:53.310 ⇒ 00:18:53.760 Uttam Kumaran: Okay, okay, so

206 00:18:54.150 ⇒ 00:19:06.810 Uttam Kumaran: through this. Can you, yeah, can you share this with me? I like this. I think we could do… maybe we could do this even, like, earlier, and then you could use… you’re… so you’re almost thinking about using this as the plan to kind of feed the AI thing.

207 00:19:07.090 ⇒ 00:19:11.680 Greg Stoutenburg: Yeah, that’s exactly it, because I, I just put it in this.

208 00:19:11.680 ⇒ 00:19:12.970 Uttam Kumaran: Come on, dude.

209 00:19:12.970 ⇒ 00:19:13.540 Greg Stoutenburg: Okay, yeah.

210 00:19:13.920 ⇒ 00:19:18.679 Greg Stoutenburg: That… this is the plan, and because, you know, like, looking at… No, no, no.

211 00:19:18.680 ⇒ 00:19:20.049 Uttam Kumaran: That’s a good plan, dude.

212 00:19:20.050 ⇒ 00:19:20.410 Greg Stoutenburg: Like…

213 00:19:20.410 ⇒ 00:19:21.289 Uttam Kumaran: I think you should try.

214 00:19:21.290 ⇒ 00:19:23.550 Greg Stoutenburg: I saw this, I’m like, I’m gonna have a seizure later.

215 00:19:23.550 ⇒ 00:19:25.209 Uttam Kumaran: There’s no way you’re gonna have, yeah, there’s no way.

216 00:19:25.210 ⇒ 00:19:26.410 Greg Stoutenburg: Let alone Shivani.

217 00:19:26.410 ⇒ 00:19:31.739 Uttam Kumaran: Looking at this, maybe this is what was taking 8 hours a day to do, I don’t know. But.

218 00:19:31.740 ⇒ 00:19:32.790 Greg Stoutenburg: I mean, look at.

219 00:19:32.790 ⇒ 00:19:33.640 Uttam Kumaran: I.

220 00:19:33.640 ⇒ 00:19:36.279 Greg Stoutenburg: I was like, I’m not doing all these symbols and stuff? I’m like, that’s not…

221 00:19:36.580 ⇒ 00:19:38.390 Uttam Kumaran: So, wondering if you can,

222 00:19:38.820 ⇒ 00:19:44.200 Uttam Kumaran: I think do this today, but maybe tomorrow. Can you, like, create a standard deck outline?

223 00:19:44.630 ⇒ 00:19:47.370 Uttam Kumaran: like… Spec, or whatever.

224 00:19:47.370 ⇒ 00:19:47.910 Greg Stoutenburg: Yeah.

225 00:19:48.310 ⇒ 00:19:52.719 Uttam Kumaran: And then what I’m gonna do is I’m gonna hand this to Davis, he’s working on the deck builder.

226 00:19:52.720 ⇒ 00:19:53.150 Greg Stoutenburg: Yeah.

227 00:19:53.150 ⇒ 00:19:59.300 Uttam Kumaran: And I’m gonna be like, you need to collaborate with Greg on, like, what our standard deck, intake

228 00:19:59.560 ⇒ 00:20:07.680 Uttam Kumaran: like, form is, basically, because then everybody… I feel this is great. Everybody can collaborate on this, put in, like, what we’re trying to communicate.

229 00:20:08.350 ⇒ 00:20:13.180 Uttam Kumaran: like, getting it to there is another step, and this is almost like the plan, right? So, that makes sense.

230 00:20:13.180 ⇒ 00:20:23.290 Greg Stoutenburg: Yeah, so if we did… that’s exactly what I was trying to do. I was like, I’m just gonna make a structure, and then ask our team to fill it in. Now, if we did something like this for every client, the workload could be something like.

231 00:20:23.640 ⇒ 00:20:26.650 Greg Stoutenburg: CSO has the deck outline.

232 00:20:26.920 ⇒ 00:20:28.410 Greg Stoutenburg: Shares it with the team.

233 00:20:28.580 ⇒ 00:20:35.469 Greg Stoutenburg: ICs and SLs, you know, whoever’s working on any part of a work stream, runs the, runs the,

234 00:20:35.620 ⇒ 00:20:50.089 Greg Stoutenburg: the update thing, the update schedule, that’s like, give me all my tickets, right? And then goes, alright, which of these are relevant to the update, copy and paste, take that, put it into the deck builder, you have a deck. And no one spent more than 5 minutes on it.

235 00:20:50.290 ⇒ 00:20:51.969 Uttam Kumaran: Yeah, yeah, exactly.

236 00:20:51.970 ⇒ 00:20:52.510 Greg Stoutenburg: Yup.

237 00:20:53.150 ⇒ 00:20:54.160 Greg Stoutenburg: Okay, I will make sure.

238 00:20:54.160 ⇒ 00:20:58.910 Uttam Kumaran: We should have the deck stuff next week, probably, like, midweek. It should be something for you to test.

239 00:20:59.110 ⇒ 00:20:59.600 Greg Stoutenburg: Yeah, cool.

240 00:20:59.600 ⇒ 00:21:01.730 Uttam Kumaran: So, okay.

241 00:21:02.720 ⇒ 00:21:03.330 Greg Stoutenburg: Okay.

242 00:21:05.000 ⇒ 00:21:11.730 Uttam Kumaran: So, do you want to do… so are these the goals? These are, like, the high-level slides. Tell me where I can fill in stuff for, like.

243 00:21:11.730 ⇒ 00:21:16.089 Greg Stoutenburg: Goals means… This. No. This.

244 00:21:16.280 ⇒ 00:21:19.340 Greg Stoutenburg: This used to say North Star, but there are 3 of them.

245 00:21:19.510 ⇒ 00:21:33.590 Greg Stoutenburg: So, I was like, alright, I’m gonna call that goals. You can’t have three North Stars. So that’s that slide. That’s just me being pedantic. And then, yeah, data strategy. So, this would be more like a section. So, maybe there’s,

246 00:21:33.930 ⇒ 00:21:52.130 Greg Stoutenburg: you know, if they all three fit on one slide, then I guess it’s one slide. Otherwise, I could do a slide for progress on retail, progress on wholesale, progress on supply chain. That might quickly get too long, so I’ll just see how that looks. And so on, if that makes sense. So then, you know, data modeling.

247 00:21:52.130 ⇒ 00:21:54.300 Greg Stoutenburg: It looks like this is just gonna be…

248 00:21:54.680 ⇒ 00:21:57.249 Greg Stoutenburg: This looks to me like this is for sure just one slide.

249 00:21:57.630 ⇒ 00:22:04.070 Greg Stoutenburg: Risks and blockers… I mean, as of right now, I think I’ll…

250 00:22:04.170 ⇒ 00:22:08.869 Greg Stoutenburg: Probably just have to make them up. I mean, we’re still… are we still blocked on Amazon?

251 00:22:09.070 ⇒ 00:22:16.010 Uttam Kumaran: Yeah, so, well, I can, like, yeah, just tag me where to put stuff, and I’m just gonna… give me, like, 5 minutes, I’m just gonna write a bunch of stuff.

252 00:22:16.200 ⇒ 00:22:16.780 Greg Stoutenburg: Okay.

253 00:22:18.000 ⇒ 00:22:21.829 Greg Stoutenburg: Yeah, well, so, yeah, I mean, this is… this is your section, so… Okay.

254 00:22:21.830 ⇒ 00:22:22.230 Uttam Kumaran: Make a decision.

255 00:22:22.230 ⇒ 00:22:22.810 Greg Stoutenburg: Yes, sir.

256 00:22:22.810 ⇒ 00:22:25.040 Uttam Kumaran: Can you make a section for ingestion?

257 00:22:25.590 ⇒ 00:22:26.430 Greg Stoutenburg: Yes.

258 00:22:27.270 ⇒ 00:22:30.770 Uttam Kumaran: So, are you gonna do risks in every section, or are you gonna do one risk side?

259 00:22:31.100 ⇒ 00:22:41.990 Greg Stoutenburg: I was going to make a judgment call on that based on how much content went up here. If this all gets done in 3 slides, for example, then I would just do risks on one slide.

260 00:22:42.290 ⇒ 00:22:43.739 Uttam Kumaran: Well, I would almost, like…

261 00:22:44.600 ⇒ 00:22:52.640 Uttam Kumaran: My suggestion is, like, to just… she seems like a close a topic, close a topic. Like, we have other clients who, like, will kind of bounce around.

262 00:22:52.640 ⇒ 00:22:53.030 Greg Stoutenburg: Yeah.

263 00:22:53.030 ⇒ 00:22:57.509 Uttam Kumaran: like, okay, let’s talk about this, close out whatever it is, move on. I would just…

264 00:22:58.120 ⇒ 00:23:02.410 Uttam Kumaran: Have the risks either fit on that side or have it next.

265 00:23:02.540 ⇒ 00:23:08.460 Uttam Kumaran: Yeah. For… for now, I’m just… I’m just gonna… add, like, things here…

266 00:23:11.690 ⇒ 00:23:15.919 Uttam Kumaran: So, on the data ingestion side,

267 00:23:32.460 ⇒ 00:23:39.090 Uttam Kumaran: So, data ingestion, muffin data evaluation…

268 00:23:47.030 ⇒ 00:23:51.070 Greg Stoutenburg: Student Ready… The whole picture.

269 00:24:05.860 ⇒ 00:24:06.620 Greg Stoutenburg: It’s it called?

270 00:24:06.620 ⇒ 00:24:15.470 Uttam Kumaran: Can’t close out… Ecom, mark, without… Walmart…

271 00:24:21.260 ⇒ 00:24:24.289 Uttam Kumaran: And closed, retail, marked…

272 00:24:28.870 ⇒ 00:24:30.640 Uttam Kumaran: Understanding the docs…

273 00:24:47.830 ⇒ 00:24:58.350 Uttam Kumaran: And then I would also, so, in linear, I believe there’s a, I believe there’s…

274 00:24:59.140 ⇒ 00:25:02.670 Uttam Kumaran: Initiative for, like, data observability.

275 00:25:06.520 ⇒ 00:25:07.380 Uttam Kumaran: I think.

276 00:25:09.300 ⇒ 00:25:11.120 Uttam Kumaran: I don’t know. Let’s see.

277 00:25:15.200 ⇒ 00:25:18.810 Uttam Kumaran: Yeah, so data foundation and governance…

278 00:25:22.690 ⇒ 00:25:24.250 Greg Stoutenburg: For Element, specifically?

279 00:25:24.630 ⇒ 00:25:25.720 Uttam Kumaran: Yeah…

280 00:25:30.520 ⇒ 00:25:32.790 Uttam Kumaran: So I want to start,

281 00:25:33.010 ⇒ 00:25:40.850 Uttam Kumaran: I want to start doing a slide on basically, like, how we’re hardening

282 00:25:41.310 ⇒ 00:25:45.490 Uttam Kumaran: The system, how we’re reporting on issues.

283 00:25:45.890 ⇒ 00:25:54.259 Uttam Kumaran: And like, I feel like we have more than enough to talk about that each week, so if I could talk about that in between

284 00:25:54.390 ⇒ 00:25:59.810 Uttam Kumaran: Or, if we can go ingestion, modeling, Well…

285 00:26:00.230 ⇒ 00:26:03.459 Uttam Kumaran: Let’s start with that. So, data observability.

286 00:26:03.790 ⇒ 00:26:06.279 Uttam Kumaran: And then let’s go to ingestion and modeling.

287 00:26:06.570 ⇒ 00:26:08.740 Uttam Kumaran: What is, what is…

288 00:26:08.740 ⇒ 00:26:12.360 Greg Stoutenburg: Yeah, what does that mean in this context? I’m not…

289 00:26:12.360 ⇒ 00:26:20.410 Uttam Kumaran: Well, that’s basically, like, we’re gonna start doing some work to make sure that when, like, if there are issues in data is being loaded slowly.

290 00:26:20.540 ⇒ 00:26:24.680 Uttam Kumaran: metrics aren’t accurate, Lobby isn’t answering properly.

291 00:26:24.940 ⇒ 00:26:30.239 Uttam Kumaran: like, we have a framework for finding that out before Element finds out, basically.

292 00:26:30.680 ⇒ 00:26:31.390 Greg Stoutenburg: Okay.

293 00:26:31.740 ⇒ 00:26:50.080 Uttam Kumaran: So, I don’t… I think I had one in sort of the old structure. This is gonna be… this is basically a through-line for this, which is, like, this… this… this initiative is everything around documentation, like, dbt, Snowflake, like, the infrastructure, right? So, this kind of falls under that.

294 00:26:50.310 ⇒ 00:26:59.939 Uttam Kumaran: I should have enough each week now to report out, like, I have an update from Wednesday, so I can take some more air time on talking about that.

295 00:27:00.180 ⇒ 00:27:06.019 Greg Stoutenburg: Okay, so that should be… I suppose we should add that what? Maybe we add that here in ingestion?

296 00:27:06.330 ⇒ 00:27:08.539 Uttam Kumaran: Yeah, so you’re gonna lead with strat… the strategy?

297 00:27:08.810 ⇒ 00:27:09.470 Greg Stoutenburg: Yeah.

298 00:27:09.810 ⇒ 00:27:15.509 Uttam Kumaran: Okay, then, I would add… yeah, I would… well, then I would… I mean, it’s just gonna be a free, like.

299 00:27:16.500 ⇒ 00:27:20.750 Uttam Kumaran: I’ll just talk for 5 minutes, so you tell me where you want to… where you want a free 5 minutes.

300 00:27:20.750 ⇒ 00:27:21.410 Greg Stoutenburg: That sounds good.

301 00:27:21.410 ⇒ 00:27:24.260 Uttam Kumaran: But I’m just gonna put… I’ll just put notes here.

302 00:27:24.260 ⇒ 00:27:25.289 Greg Stoutenburg: Yeah, sounds good.

303 00:27:39.150 ⇒ 00:27:40.269 Greg Stoutenburg: I have to be fair.

304 00:27:57.180 ⇒ 00:27:57.950 Greg Stoutenburg: Excuse me.

305 00:28:07.640 ⇒ 00:28:08.340 Greg Stoutenburg: Yeah.

306 00:28:17.460 ⇒ 00:28:23.790 Uttam Kumaran: Okay, so Walmart still block Muffin Data Evaluation versus Emerson.

307 00:28:24.060 ⇒ 00:28:26.650 Uttam Kumaran: for retailer, data…

308 00:28:27.340 ⇒ 00:28:28.900 Greg Stoutenburg: considering moving off of Emerson?

309 00:28:29.200 ⇒ 00:28:30.140 Uttam Kumaran: Yeah.

310 00:28:30.140 ⇒ 00:28:30.770 Greg Stoutenburg: Okay.

311 00:28:32.940 ⇒ 00:28:35.659 Uttam Kumaran: And then on the ingestion side,

312 00:28:40.300 ⇒ 00:28:43.430 Uttam Kumaran: Amazon, backfill, kicked off…

313 00:29:14.040 ⇒ 00:29:14.760 Uttam Kumaran: Okay.

314 00:29:16.060 ⇒ 00:29:19.079 Uttam Kumaran: Cool. Yeah, another thing that… another thing that’s probably helpful…

315 00:29:19.290 ⇒ 00:29:23.820 Uttam Kumaran: And I think Robert would be maybe opinionated as, like.

316 00:29:24.430 ⇒ 00:29:33.359 Uttam Kumaran: Sorry, this is a good, like, I like this doc structure. I honestly think we should think about, like, every bullet needs to be, like, we should honestly think about, like, an update as, like.

317 00:29:33.840 ⇒ 00:29:41.669 Uttam Kumaran: what we did, like, yeah, like, because, for example, some of my, some of my, like, Costco decision with Russell, like, that doesn’t live on its own.

318 00:29:42.110 ⇒ 00:29:42.540 Greg Stoutenburg: Yeah.

319 00:29:42.540 ⇒ 00:29:46.880 Uttam Kumaran: So I’m kind of like… What would be a better thing for me to say there?

320 00:29:47.150 ⇒ 00:29:49.619 Uttam Kumaran: So that it’s, like, you understand the context.

321 00:29:50.380 ⇒ 00:29:53.439 Uttam Kumaran: Shivani gets it, and, like, I get it.

322 00:29:53.620 ⇒ 00:29:58.639 Uttam Kumaran: And even if we were to open this, like, event later. So, for example, I may just say, like.

323 00:29:59.370 ⇒ 00:30:03.630 Uttam Kumaran: Russell asked about OSCO data.

324 00:30:04.210 ⇒ 00:30:11.760 Uttam Kumaran: about Costco data integration, price, value.

325 00:30:14.430 ⇒ 00:30:17.089 Greg Stoutenburg: I think more pros, in general, is…

326 00:30:17.240 ⇒ 00:30:19.520 Greg Stoutenburg: needed often for bullets. I’d rather.

327 00:30:19.520 ⇒ 00:30:19.980 Uttam Kumaran: Yeah, like.

328 00:30:19.980 ⇒ 00:30:30.619 Greg Stoutenburg: Yeah, I’d rather have bullets that are 15 words long each, but are informative, than ones where it’s like, you have to know… you have to know too much.

329 00:30:30.810 ⇒ 00:30:44.399 Uttam Kumaran: Okay, so that’s… so that’s, like, I think that’s a great ask for this. So, like, in order to get extra wholesale orders not in Shopify, ask is to ingest…

330 00:30:45.090 ⇒ 00:30:46.070 Uttam Kumaran: Quick look.

331 00:30:46.730 ⇒ 00:30:47.460 Greg Stoutenburg: Yeah.

332 00:30:47.460 ⇒ 00:30:51.360 Uttam Kumaran: Confirming if we’ve done this timeline.

333 00:30:51.970 ⇒ 00:30:53.310 Uttam Kumaran: Okay, okay.

334 00:30:53.650 ⇒ 00:30:54.060 Greg Stoutenburg: Okay.

335 00:30:54.060 ⇒ 00:30:55.040 Uttam Kumaran: Alright, cool.

336 00:30:55.880 ⇒ 00:30:57.590 Greg Stoutenburg: What is…

337 00:30:57.590 ⇒ 00:30:58.220 Uttam Kumaran: Yeah.

338 00:30:58.490 ⇒ 00:31:00.740 Greg Stoutenburg: What is Russell’s question about Costco data?

339 00:31:01.400 ⇒ 00:31:04.139 Uttam Kumaran: Oh, I can… I’ll add you to that.

340 00:31:04.620 ⇒ 00:31:05.350 Greg Stoutenburg: Okay.

341 00:31:06.780 ⇒ 00:31:20.530 Greg Stoutenburg: All right, and then a couple blockers identified here. So, for a final discussion slide, I was gonna ask her, you know, she’ll have some takeaways from Rest and Assess. I’ll ask what they are. And then,

342 00:31:20.770 ⇒ 00:31:25.400 Greg Stoutenburg: I’m going to mention… I don’t… we’ll see if we have time for this, but,

343 00:31:25.570 ⇒ 00:31:35.499 Greg Stoutenburg: Jasmine has put together a topic QA, like, process doc, because we keep saying we’ll do QA on topics, like, prior to dashboards, but on topics specifically.

344 00:31:35.500 ⇒ 00:31:49.620 Greg Stoutenburg: And I keep having the thought, like, this is sort of… this is pretty nebulous and imprecise, so, let’s have something, like, let’s have some pretty strict training policy around topics, and, so we’re taking a first shot at that today.

345 00:31:50.120 ⇒ 00:31:50.740 Uttam Kumaran: Okay.

346 00:31:52.160 ⇒ 00:31:55.960 Greg Stoutenburg: Okay, and then… I’ll find the 4-box link and get us in there.

347 00:31:56.510 ⇒ 00:32:04.020 Greg Stoutenburg: Making updates… Tagged Abate and Jasmine on this section.

348 00:32:05.440 ⇒ 00:32:07.789 Greg Stoutenburg: I think this puts me in a pretty good spot.

349 00:32:10.520 ⇒ 00:32:17.330 Greg Stoutenburg: Yeah, there’s no retail update. Is there a retail update on modeling? There probably… there probably doesn’t need to be, right? I mean, we’ve been working on retail for a while.

350 00:32:19.320 ⇒ 00:32:25.139 Uttam Kumaran: Yeah, the only… yeah, there’s no update, yeah. The only update for retail is on the adjustment side.

351 00:32:25.140 ⇒ 00:32:25.790 Greg Stoutenburg: Okay.

352 00:32:25.790 ⇒ 00:32:31.760 Uttam Kumaran: And then the other thing is, she’s getting married Memorial Day weekend, and then there’s a two-week rest and assess after.

353 00:32:31.960 ⇒ 00:32:32.380 Greg Stoutenburg: Okay.

354 00:32:32.380 ⇒ 00:32:35.499 Uttam Kumaran: So I wanted to tell you that, okay.

355 00:32:36.420 ⇒ 00:32:43.490 Uttam Kumaran: So… Memorial… I don’t even know when that is. When is Memorial Day?

356 00:32:43.490 ⇒ 00:32:47.070 Greg Stoutenburg: I think this… I think it’s the last Monday in May.

357 00:32:47.770 ⇒ 00:32:52.949 Uttam Kumaran: May 25th, so yeah, that week, and the week after, I think, is,

358 00:32:54.200 ⇒ 00:32:57.469 Uttam Kumaran: for SSS, so… I think it’s worth…

359 00:32:58.270 ⇒ 00:33:01.099 Uttam Kumaran: Asking her when she’s gonna be off.

360 00:33:01.730 ⇒ 00:33:08.759 Uttam Kumaran: And how we sh… what… how we should… Handle things while she’s gone.

361 00:33:09.290 ⇒ 00:33:11.609 Uttam Kumaran: It’s worth asking… it’s worth doing that today.

362 00:33:11.800 ⇒ 00:33:15.600 Uttam Kumaran: If I look through my notes,

363 00:33:29.810 ⇒ 00:33:35.630 Uttam Kumaran: Yeah, I mean, she didn’t say much beyond that, so she has a two… they have a two-week rest and assess after Memorial Day.

364 00:33:36.000 ⇒ 00:33:39.630 Uttam Kumaran: I also may go to see her in New York.

365 00:33:40.220 ⇒ 00:33:42.940 Uttam Kumaran: the third week of June.

366 00:33:43.740 ⇒ 00:33:45.709 Uttam Kumaran: If I can… if I have time.

367 00:33:46.200 ⇒ 00:33:47.080 Uttam Kumaran: So…

368 00:33:48.230 ⇒ 00:34:03.410 Uttam Kumaran: Yeah, but that doesn’t… that doesn’t really matter. Basically, I’m gonna try… we’re gonna try to see if either me or Robert can go meet with her once… once a month in person. Cool. But the two-week rest and assess is big, so I want to make sure we have, like, a… we can talk about that today as well.

369 00:34:03.680 ⇒ 00:34:05.969 Greg Stoutenburg: Yeah, have some kind of plan for how we’re gonna get through that.

370 00:34:06.580 ⇒ 00:34:09.869 Greg Stoutenburg: Yeah. Okay, cool. Yeah.

371 00:34:11.580 ⇒ 00:34:13.349 Greg Stoutenburg: What’s the Amazon backfill for?

372 00:34:14.570 ⇒ 00:34:16.680 Uttam Kumaran: Okay, yeah.

373 00:34:20.679 ⇒ 00:34:26.270 Greg Stoutenburg: And again, you don’t have to do all this writing, like, I can take care of it. If you want to point me at a ticket, that’s fine, I just,

374 00:34:26.570 ⇒ 00:34:30.169 Greg Stoutenburg: I’m a little bit getting complicated. This is my first time putting the deck together since…

375 00:34:30.179 ⇒ 00:34:37.829 Uttam Kumaran: Oh, that’s fine. So, got access to Amazon to conduct backfill for order… Items, table.

376 00:34:38.469 ⇒ 00:34:41.059 Uttam Kumaran: Missing, like, yeah.

377 00:34:41.429 ⇒ 00:34:42.719 Uttam Kumaran: Yeah, that’s it.

378 00:34:42.829 ⇒ 00:34:45.869 Uttam Kumaran: So basically, it’s a huge table. We needed to.

379 00:34:45.870 ⇒ 00:34:46.380 Greg Stoutenburg: stop.

380 00:34:46.380 ⇒ 00:34:51.109 Uttam Kumaran: do a manual backfill, because it would take, like, another few months for Polyatomic to grab it.

381 00:34:51.300 ⇒ 00:34:52.920 Greg Stoutenburg: Okay, is that for retail?

382 00:34:55.310 ⇒ 00:34:58.409 Uttam Kumaran: That is for, e-commerce.

383 00:34:58.410 ⇒ 00:34:59.060 Greg Stoutenburg: Okay.

384 00:35:00.160 ⇒ 00:35:00.980 Uttam Kumaran: Yeah.

385 00:35:01.180 ⇒ 00:35:03.230 Greg Stoutenburg: Oh. Yeah.

386 00:35:04.900 ⇒ 00:35:05.710 Greg Stoutenburg: Amazon.

387 00:35:05.980 ⇒ 00:35:07.469 Uttam Kumaran: Okay, I’ll answer the question.

388 00:35:08.770 ⇒ 00:35:15.360 Greg Stoutenburg: Thanks for your patience. But where is Amazon? Okay.

389 00:35:16.090 ⇒ 00:35:21.510 Greg Stoutenburg: Okay, cool. And this is… This is the same as…

390 00:35:21.780 ⇒ 00:35:24.420 Greg Stoutenburg: as this. Okay, so being decided. Okay, that’s the.

391 00:35:24.420 ⇒ 00:35:31.999 Uttam Kumaran: Yeah, so I met with Muffin… yeah, I met with Muffin Data. Basically, they… Our offering to,

392 00:35:32.820 ⇒ 00:35:34.949 Uttam Kumaran: They’re basically offering to…

393 00:35:35.150 ⇒ 00:35:40.080 Uttam Kumaran: give us some of the data that’s coming through Emerson, and so we’re kind of evaluating.

394 00:35:40.600 ⇒ 00:35:50.019 Uttam Kumaran: yeah, again, like, that’s… me and Shivani were on that call, and so this is just, like, in case questions. So I’ll have… I’ll have, like, a point on, like.

395 00:35:50.450 ⇒ 00:35:51.070 Greg Stoutenburg: Okay.

396 00:35:51.430 ⇒ 00:35:55.339 Uttam Kumaran: We can just… we’ll have a little short discussion about that in my risk section.

397 00:35:55.740 ⇒ 00:36:01.999 Greg Stoutenburg: What are the, what are the pain points that would lead her to want to move to Muffin Data and off of Emerson?

398 00:36:02.570 ⇒ 00:36:07.329 Uttam Kumaran: They’re just, like, they’re just, like, not giving us, like, any,

399 00:36:07.940 ⇒ 00:36:12.609 Uttam Kumaran: They’re not, like, responding to our emails and giving us, like, robust documentation on their source.

400 00:36:12.840 ⇒ 00:36:13.670 Greg Stoutenburg: Yeah.

401 00:36:13.670 ⇒ 00:36:21.079 Uttam Kumaran: And it’s like, sometimes it, like, delays by a few days, and so I’m like, I can’t give you an SLA on some of these dashboards without…

402 00:36:21.440 ⇒ 00:36:22.829 Uttam Kumaran: Them answering this.

403 00:36:22.960 ⇒ 00:36:27.729 Uttam Kumaran: Yeah, okay. They have muffin data through another contract of theirs.

404 00:36:28.260 ⇒ 00:36:33.870 Uttam Kumaran: And lastly, like, they’re thinking about moving off Emerson this year anyways, so…

405 00:36:33.870 ⇒ 00:36:34.540 Greg Stoutenburg: Okay.

406 00:36:35.570 ⇒ 00:36:36.150 Uttam Kumaran: shock.

407 00:36:36.380 ⇒ 00:36:37.060 Greg Stoutenburg: Alright.

408 00:36:38.510 ⇒ 00:36:43.779 Greg Stoutenburg: Okay, cool. I think that’s probably enough for me to make the deck. Looks like Robert just…

409 00:36:44.870 ⇒ 00:36:49.900 Greg Stoutenburg: Popped in, I think…

410 00:36:52.380 ⇒ 00:36:57.770 Greg Stoutenburg: Yeah, well, I need to hear from Jasmine and Abe. I mean, I’ll just… I’ll use cursor to see what I can find here, but…

411 00:36:58.370 ⇒ 00:37:01.490 Greg Stoutenburg: Alright, I think that’s probably enough for me to take this and run with it then.

412 00:37:02.420 ⇒ 00:37:10.800 Greg Stoutenburg: Okay. Where is… where can I find the link to the 4 box? That wasn’t normally linked in the deck we would do, I believe.

413 00:37:11.220 ⇒ 00:37:12.579 Uttam Kumaran: I’ll give it to you.

414 00:37:12.580 ⇒ 00:37:13.790 Greg Stoutenburg: Okay, thanks.

415 00:37:13.790 ⇒ 00:37:15.569 Uttam Kumaran: It’s in the… it’s in the Google Drive.

416 00:37:16.010 ⇒ 00:37:16.560 Greg Stoutenburg: Okay.

417 00:37:16.560 ⇒ 00:37:18.470 Uttam Kumaran: I think, but I’ll give it to you.

418 00:37:19.530 ⇒ 00:37:20.609 Greg Stoutenburg: Here, I can find it.

419 00:37:32.630 ⇒ 00:37:34.880 Greg Stoutenburg: Did she just always use the same one, and just updates?

420 00:37:34.880 ⇒ 00:37:35.939 Uttam Kumaran: Most recently.

421 00:37:36.600 ⇒ 00:37:37.720 Uttam Kumaran: Okay. Yeah.

422 00:37:44.730 ⇒ 00:37:45.500 Greg Stoutenburg: Cool.

423 00:37:47.740 ⇒ 00:37:50.180 Greg Stoutenburg: I’m gonna start linking to it from our deck.

424 00:37:50.740 ⇒ 00:37:51.540 Uttam Kumaran: Okay.

425 00:37:56.160 ⇒ 00:37:56.800 Greg Stoutenburg: Alright.

426 00:37:57.750 ⇒ 00:38:00.749 Uttam Kumaran: You can hang out if you want, we’re just gonna talk about this Turner deal.

427 00:38:01.560 ⇒ 00:38:02.380 Uttam Kumaran: Sure. Or not.

428 00:38:02.380 ⇒ 00:38:06.389 Greg Stoutenburg: I’ll probably just go camera off, and if I find it too distracting, I’ll drop.

429 00:38:09.630 ⇒ 00:38:14.119 Lisa Whall: That was really interesting. Thanks for… I love listening in on detail.

430 00:38:14.490 ⇒ 00:38:15.710 Uttam Kumaran: Yeah, I think you, I think…

431 00:38:15.710 ⇒ 00:38:16.510 Lisa Whall: Much faster.

432 00:38:16.510 ⇒ 00:38:17.779 Uttam Kumaran: Finding yourself, like.

433 00:38:18.080 ⇒ 00:38:22.580 Uttam Kumaran: Hey, can I just pop into some meetings? Let me know, because you can basically join whatever, I’m in.

434 00:38:22.580 ⇒ 00:38:23.120 Lisa Whall: Awesome.

435 00:38:23.120 ⇒ 00:38:28.029 Uttam Kumaran: just learn about whatever we’re doing. Right. Especially for clients, like, yeah, I think it’d be good to see.

436 00:38:28.030 ⇒ 00:38:33.130 Lisa Whall: Yeah, no, it’s nice to see the details. It really starts getting me… You know.

437 00:38:33.840 ⇒ 00:38:45.130 Uttam Kumaran: And before you’re on the call, I basically told Greg, I’m like, we take it really seriously, and we improve for clients, and we’re pretty self-critical, and it’s a huge point that we should sell compared to, I think, a lot of other

438 00:38:45.480 ⇒ 00:38:54.610 Uttam Kumaran: You know, agencies, like, they’re just, like, okay, yeah, we’ll do better next time, and, like, whatever.

439 00:38:54.890 ⇒ 00:38:57.250 Lisa Whall: I’ve seen that show.

440 00:38:57.250 ⇒ 00:38:58.330 Uttam Kumaran: Oh. Yeah.

441 00:38:58.330 ⇒ 00:39:13.520 Lisa Whall: I just wouldn’t allow it on my clients. I was always the troublemaker, because I wouldn’t leave after I sold the deal. I’d be like, no, no, because this is where I’m going to get my next deal, so invite me to everything. If I can be there, I’m going to be there, and we’re going to do a prep call, and all of these things, so…

442 00:39:13.520 ⇒ 00:39:14.240 Uttam Kumaran: Yeah.

443 00:39:14.240 ⇒ 00:39:18.010 Lisa Whall: Something that we used to do, is…

444 00:39:18.200 ⇒ 00:39:22.120 Lisa Whall: When we did, you know, these… these… this is a weekly status.

445 00:39:22.730 ⇒ 00:39:23.440 Uttam Kumaran: Yeah.

446 00:39:24.050 ⇒ 00:39:34.140 Lisa Whall: We would do a one-pager, too, at the end, just with a grid that would have all this stuff summarized, so that way the client, if they did have an update to give to somebody else, they could have it on.

447 00:39:34.140 ⇒ 00:39:34.750 Uttam Kumaran: Bam.

448 00:39:34.750 ⇒ 00:39:35.470 Lisa Whall: H.

449 00:39:36.170 ⇒ 00:39:37.389 Lisa Whall: So, that is something.

450 00:39:37.390 ⇒ 00:39:37.790 Uttam Kumaran: Yeah.

451 00:39:37.790 ⇒ 00:39:42.120 Lisa Whall: And then we would green… You know, green, red, yellow.

452 00:39:42.720 ⇒ 00:39:43.050 Uttam Kumaran: Yeah.

453 00:39:43.050 ⇒ 00:39:47.889 Lisa Whall: section, so that… In the end, she could just have a one-pager.

454 00:39:48.240 ⇒ 00:39:50.779 Lisa Whall: Just throwing it out there as a suggestion.

455 00:39:50.780 ⇒ 00:39:51.480 Uttam Kumaran: Yeah.

456 00:39:52.520 ⇒ 00:40:02.489 Lisa Whall: And sometimes, honestly, it can get to that point where you just have that. Then, you don’t roll into… you can kind of control the narrative a little bit better, so…

457 00:40:02.490 ⇒ 00:40:03.400 Uttam Kumaran: Yes.

458 00:40:03.600 ⇒ 00:40:05.249 Lisa Whall: Just throwing out ideas.

459 00:40:07.070 ⇒ 00:40:14.470 Lisa Whall: But I always like that one-page summary, and clients always like that, too. Just exactly almost what you have here, really. Yeah.

460 00:40:15.340 ⇒ 00:40:16.629 Uttam Kumaran: Yeah, exactly, exactly.

461 00:40:16.630 ⇒ 00:40:29.129 Lisa Whall: So, anyways, well, I’m excited about our meeting today. Just wanted to… so it looks like this is our second meeting, so we met with them before, so we’ve done our dog and pony.

462 00:40:29.710 ⇒ 00:40:34.169 Uttam Kumaran: Yeah, I just went and… it was kind of mostly intros and, like.

463 00:40:34.370 ⇒ 00:40:37.120 Uttam Kumaran: I did a little bit of a showing a deck.

464 00:40:37.240 ⇒ 00:40:42.939 Uttam Kumaran: Okay. But didn’t really get too far with them, on, like.

465 00:40:43.520 ⇒ 00:40:46.900 Uttam Kumaran: like, part of the distance I got was mainly, like.

466 00:40:47.320 ⇒ 00:40:51.210 Uttam Kumaran: At the end of the call, they’re like, cool, we like you, let’s do a follow-up, we’d like to.

467 00:40:51.210 ⇒ 00:40:51.570 Lisa Whall: Okay.

468 00:40:52.080 ⇒ 00:40:52.610 Lisa Whall: Okay.

469 00:40:52.950 ⇒ 00:40:57.140 Lisa Whall: Okay, great. That’s kind of what I thought. So…

470 00:40:57.770 ⇒ 00:41:00.269 Lisa Whall: I, Robert had sent me

471 00:41:00.670 ⇒ 00:41:05.149 Lisa Whall: That, flyer you guys had put together with Ian?

472 00:41:05.720 ⇒ 00:41:06.120 Uttam Kumaran: Yeah.

473 00:41:06.630 ⇒ 00:41:11.220 Lisa Whall: So, I don’t know if this is appropriate, that’s why I really wanted to have a.

474 00:41:11.220 ⇒ 00:41:13.290 Uttam Kumaran: Wait, but what is that flyer?

475 00:41:14.030 ⇒ 00:41:16.630 Lisa Whall: Let me show you.

476 00:41:17.180 ⇒ 00:41:18.740 Lisa Whall: It’s really good!

477 00:41:18.840 ⇒ 00:41:21.650 Lisa Whall: It was just too much for, a,

478 00:41:22.890 ⇒ 00:41:28.139 Lisa Whall: You know, for a presentation, that this wasn’t in slide form. But, hold on.

479 00:41:28.330 ⇒ 00:41:29.520 Lisa Whall: Let me find it.

480 00:41:31.060 ⇒ 00:41:37.339 Lisa Whall: that… I guess they put… you guys put together with Ian in the fall about 3 common… most common,

481 00:41:37.340 ⇒ 00:41:39.209 Uttam Kumaran: Oh, yeah, yeah, yeah.

482 00:41:39.210 ⇒ 00:41:40.210 Lisa Whall: back? Yeah, that one.

483 00:41:40.210 ⇒ 00:41:41.880 Uttam Kumaran: Yeah, yeah, yeah, yeah.

484 00:41:41.880 ⇒ 00:41:42.290 Lisa Whall: So, I don’.

485 00:41:42.290 ⇒ 00:41:52.010 Uttam Kumaran: That was… so that was sort of, like, not exactly related to Turner, that was just, like, we wanted to go into insurance. Ian was, like, our SME. Totally. Yeah, yeah, yeah.

486 00:41:52.010 ⇒ 00:41:53.999 Lisa Whall: Totally get that. Totally get that.

487 00:41:54.000 ⇒ 00:41:54.790 Uttam Kumaran: Cool, cool, cool, cool.

488 00:41:55.100 ⇒ 00:42:00.200 Lisa Whall: So, I was just kind of going through what we had and where I thought the stage that we were in.

489 00:42:00.460 ⇒ 00:42:07.819 Lisa Whall: And so, just to have something… I mean, I don’t know if we’re even going to really… again, I’m just jumping in here, so tell me if I’m wrong, please.

490 00:42:07.820 ⇒ 00:42:08.370 Uttam Kumaran: Sure.

491 00:42:08.590 ⇒ 00:42:19.019 Lisa Whall: But I would think in this meeting more, we’ve already been vetted, so we’re not selling. We’re there to listen to their use cases. Ian said they already have use cases.

492 00:42:19.220 ⇒ 00:42:19.830 Uttam Kumaran: Gosh.

493 00:42:19.830 ⇒ 00:42:20.990 Lisa Whall: They have budget.

494 00:42:21.130 ⇒ 00:42:25.750 Lisa Whall: So, my thoughts, again, without ever meeting these people, is…

495 00:42:26.540 ⇒ 00:42:30.060 Lisa Whall: we can have this deck as a backup. Let me show.

496 00:42:30.420 ⇒ 00:42:36.270 Lisa Whall: In case we kind of get to a point where they want it, you know, you never know, I always like to have something in the back.

497 00:42:36.580 ⇒ 00:42:37.450 Uttam Kumaran: Yeah.

498 00:42:37.610 ⇒ 00:42:38.300 Lisa Whall: Oops.

499 00:42:38.680 ⇒ 00:42:40.259 Lisa Whall: Why am I being so dumb?

500 00:42:42.560 ⇒ 00:42:43.749 Uttam Kumaran: Oh, nice, this is great.

501 00:42:45.400 ⇒ 00:42:46.810 Uttam Kumaran: Did we put this together?

502 00:42:47.290 ⇒ 00:42:49.500 Lisa Whall: Yeah, are you looking at it?

503 00:42:49.820 ⇒ 00:42:55.439 Lisa Whall: I know it’s really stupid here, but for some reason, the share button isn’t showing for me. It’s really stupid.

504 00:42:55.440 ⇒ 00:42:56.160 Uttam Kumaran: on Zoom?

505 00:42:56.660 ⇒ 00:42:59.020 Lisa Whall: Yeah, there it is. Okay, sorry, it’s just…

506 00:42:59.140 ⇒ 00:43:01.210 Lisa Whall: It was weird for a minute, it was kind of hidden.

507 00:43:01.680 ⇒ 00:43:03.220 Lisa Whall: Anyways.

508 00:43:04.030 ⇒ 00:43:05.260 Uttam Kumaran: Yeah, this looks pretty good.

509 00:43:05.260 ⇒ 00:43:07.249 Lisa Whall: I thought so, too. I thought it was good.

510 00:43:07.250 ⇒ 00:43:10.020 Uttam Kumaran: This was, like, how did you, how did you guys put this together?

511 00:43:10.020 ⇒ 00:43:15.710 Lisa Whall: So, I just… Robert asked me, if, you know, he sent me

512 00:43:15.820 ⇒ 00:43:23.590 Lisa Whall: a bunch of stuff, and I… he said, I can create a deck for you. I said, well, this is the best thing, but can you create a deck for me? And he did it in, like, 20 minutes.

513 00:43:24.390 ⇒ 00:43:29.410 Uttam Kumaran: Yeah, so I think he’s using Claude Co-work, so maybe I’ll just get it for you also.

514 00:43:29.560 ⇒ 00:43:32.980 Uttam Kumaran: While we have, like, are,

515 00:43:33.850 ⇒ 00:43:43.669 Uttam Kumaran: we have, like, we’re building a little decorator thing, but I’ll have Rico just get this for you, so that you can start. Because, yeah, I don’t know, he’s sort of figured out how to do this all with Cloud Cowork pretty quickly, so…

516 00:43:43.670 ⇒ 00:43:44.200 Lisa Whall: Cool.

517 00:43:44.200 ⇒ 00:43:46.950 Uttam Kumaran: So just, like, hand it to you as well, so let me… I’ll text Rico.

518 00:43:48.620 ⇒ 00:43:50.849 Lisa Whall: Sorry, I’m used to my camera being a little brighter.

519 00:43:52.120 ⇒ 00:43:54.289 Lisa Whall: Anyway, so you get the gist. You…

520 00:43:54.940 ⇒ 00:44:00.699 Lisa Whall: I thought it was just nice to have. I wanted to just go through it one more time and make sure I really understand this terminology.

521 00:44:00.920 ⇒ 00:44:01.790 Lisa Whall: But…

522 00:44:02.480 ⇒ 00:44:07.510 Lisa Whall: I think it’s a great thing to have if they’re like, do you guys have ideas, or, you know.

523 00:44:07.940 ⇒ 00:44:10.940 Lisa Whall: This is a nice thing. I wouldn’t necessarily bring it up.

524 00:44:11.220 ⇒ 00:44:13.829 Lisa Whall: I don’t know. You know the people better than me.

525 00:44:15.000 ⇒ 00:44:15.590 Lisa Whall: Yes.

526 00:44:15.590 ⇒ 00:44:19.290 Uttam Kumaran: So let me… let me even just go through our,

527 00:44:21.770 ⇒ 00:44:24.679 Uttam Kumaran: what did we even talk about last time? So…

528 00:44:26.080 ⇒ 00:44:28.339 Uttam Kumaran: Okay, so the registered system AI…

529 00:44:47.530 ⇒ 00:44:52.969 Uttam Kumaran: Yeah, so let me think about what we even… what we talked… what was the next steps from last meeting?

530 00:44:53.220 ⇒ 00:44:53.740 Lisa Whall: Cool.

531 00:45:10.040 ⇒ 00:45:23.450 Uttam Kumaran: So the way we landed, and I don’t think I did this on my end, is I was supposed to basically nudge them to give us… they were gonna say, we’ll come with a few use cases for AI implementation.

532 00:45:23.590 ⇒ 00:45:37.490 Uttam Kumaran: So maybe that’s something that we could even follow up with today, before the meeting, which is like, hey guys, excited to meet. We agreed that on this call, we were basically gonna walk through a few use cases for AI implementation.

533 00:45:37.940 ⇒ 00:45:42.109 Uttam Kumaran: And just kind of, like, do a little bit of a mini working session.

534 00:45:42.220 ⇒ 00:45:47.889 Uttam Kumaran: We also said we are going to come to the table with relevant examples and case studies, which I think this deck

535 00:45:48.580 ⇒ 00:45:49.770 Uttam Kumaran: solves that.

536 00:45:49.770 ⇒ 00:45:52.370 Lisa Whall: Exactly, that… that solves that, for sure.

537 00:45:52.370 ⇒ 00:45:58.670 Uttam Kumaran: And then… They based… and then kind of just, like, see if we can land towards…

538 00:45:59.630 ⇒ 00:46:02.940 Uttam Kumaran: some, like, next steps. That’s kind of like…

539 00:46:02.940 ⇒ 00:46:03.460 Lisa Whall: That’s what I think.

540 00:46:03.460 ⇒ 00:46:10.560 Uttam Kumaran: Old World, that’s probably what would be my plan. So you tell me how we can… how we want to play this, because I can come in, I can walk through this…

541 00:46:10.670 ⇒ 00:46:14.009 Uttam Kumaran: the stack pretty easily. I do think it’d be great

542 00:46:14.210 ⇒ 00:46:23.720 Uttam Kumaran: for you to say hi, and basically say, like, hey, we discussed, like, coming to the table today with a few AI, like, a few open opportunities.

543 00:46:23.860 ⇒ 00:46:28.319 Uttam Kumaran: We’re prepared to talk about the, like.

544 00:46:29.030 ⇒ 00:46:32.860 Uttam Kumaran: basically the COI, the certificate.

545 00:46:33.060 ⇒ 00:46:39.120 Uttam Kumaran: We’re basically… we’re coming to the table, we’re gonna talk about these three things, certificate, submissions, and the renewals.

546 00:46:39.850 ⇒ 00:46:43.070 Uttam Kumaran: If you guys have some real examples, too, we’d love to just, like.

547 00:46:43.360 ⇒ 00:46:44.180 Lisa Whall: Perfect.

548 00:46:44.380 ⇒ 00:46:44.950 Uttam Kumaran: Yeah.

549 00:46:46.280 ⇒ 00:46:50.010 Lisa Whall: Yeah, I can go ahead. I can kick things off, and then just hand it over to you.

550 00:46:50.700 ⇒ 00:46:58.289 Lisa Whall: And this, yeah, that’s perfect. This, hey, this is my understanding, here’s who I am, and…

551 00:46:59.040 ⇒ 00:47:01.810 Uttam Kumaran: No, I think even, like, even in an email, like, now.

552 00:47:01.810 ⇒ 00:47:04.260 Lisa Whall: Oh, okay, oh, oh, great, okay, got it.

553 00:47:04.260 ⇒ 00:47:10.709 Uttam Kumaran: We could send, basically, like, just so you can get an intro in, and then they basically were like, just remind us to…

554 00:47:11.220 ⇒ 00:47:11.790 Lisa Whall: Yeah.

555 00:47:12.000 ⇒ 00:47:13.580 Uttam Kumaran: Think about this a little bit.

556 00:47:14.040 ⇒ 00:47:20.410 Uttam Kumaran: Like, these guys are slow guys, so I just want to make sure that we… yeah, if they can come to the table even thinking about something.

557 00:47:20.550 ⇒ 00:47:21.260 Lisa Whall: Right.

558 00:47:21.260 ⇒ 00:47:24.940 Uttam Kumaran: It’ll be a good… Situation.

559 00:47:24.940 ⇒ 00:47:39.320 Lisa Whall: Yeah, I can just say I was reviewing the notes from our last meeting, here’s who I am, and so we’re going to… we’ve got these three, and please, if you can ahead of time, send me any use cases that you’d like to discuss, or we can just discuss them on the call.

560 00:47:39.710 ⇒ 00:47:45.300 Uttam Kumaran: Yeah, and then do you have this… did you… were able to see this, like, these, like, granola notes from the call?

561 00:47:46.350 ⇒ 00:47:48.219 Lisa Whall: I didn’t, and I.

562 00:47:48.220 ⇒ 00:47:49.020 Uttam Kumaran: Okay.

563 00:47:49.020 ⇒ 00:47:49.599 Lisa Whall: look at them.

564 00:47:49.600 ⇒ 00:47:51.900 Uttam Kumaran: Yeah, I just sent them in sales.

565 00:47:52.040 ⇒ 00:47:52.760 Lisa Whall: Perfect, thank you.

566 00:47:52.760 ⇒ 00:47:56.159 Uttam Kumaran: This has… this has, like, the transcript and all of our notes from…

567 00:47:56.160 ⇒ 00:47:57.390 Lisa Whall: Perfect.

568 00:47:58.440 ⇒ 00:48:00.359 Uttam Kumaran: This has the entire notes from the call.

569 00:48:00.360 ⇒ 00:48:09.689 Lisa Whall: Okay, cool. Okay, I can do that. Obviously, I’ll let you lead. I’ll get to the point where I’ll be leading soon, if you want me to, but not quite there yet.

570 00:48:09.690 ⇒ 00:48:17.289 Uttam Kumaran: Yeah, I think where I could use your help is I’m not good at being like, okay, this is next, this is next. Like, Robert, I think, is good at that. I’m like…

571 00:48:18.300 ⇒ 00:48:22.810 Uttam Kumaran: everybody’s, like, pumped, and then we sort of end, and then, so, I think in the last…

572 00:48:22.810 ⇒ 00:48:24.310 Lisa Whall: I’m very good at that.

573 00:48:24.310 ⇒ 00:48:27.859 Uttam Kumaran: Okay, in the last 10 minutes, or whatever, if you can…

574 00:48:27.860 ⇒ 00:48:28.320 Lisa Whall: Yep.

575 00:48:28.320 ⇒ 00:48:31.169 Uttam Kumaran: See what you can do to get us to…

576 00:48:31.330 ⇒ 00:48:36.060 Uttam Kumaran: a yes on something, or a next step? I mean, Ian gave us this prep that there’s, like.

577 00:48:36.180 ⇒ 00:48:41.540 Uttam Kumaran: some big presentation, next week, so I’m gonna try and sort of, like.

578 00:48:42.030 ⇒ 00:48:46.590 Uttam Kumaran: pull that out, which is, like, is there something upcoming that we can help prepare for? Like.

579 00:48:46.970 ⇒ 00:48:52.589 Uttam Kumaran: But ideally, I don’t know, I think if we were to roleplay, usually my take is, like, okay, what is the smallest thing that we can…

580 00:48:52.720 ⇒ 00:48:55.120 Uttam Kumaran: come in and start helping on? Is that, like.

581 00:48:55.120 ⇒ 00:48:57.550 Lisa Whall: Totally my… my jam.

582 00:48:57.550 ⇒ 00:49:12.379 Uttam Kumaran: So then I think you should just do that, because then I’ll… then I won’t think about that. If you’re gonna say that, then you… then you go ahead and do that. I will just make sure to nail these use cases, have a great discussion, continue to build trust. Exactly. And then come in at the end and basically can say, like.

583 00:49:12.700 ⇒ 00:49:23.300 Uttam Kumaran: what’s the smallest thing? We can… we move pretty fast, we’d love… whatever we learn, we’d love to help you on this, like, executive presentation that’s coming up, blah blah blah, we can come see you, blah blah blah, whatever. Yeah.

584 00:49:23.300 ⇒ 00:49:28.940 Lisa Whall: No, I’m… that’s… I love doing that, actually, because I never want to leave a call without having a next step, and…

585 00:49:28.940 ⇒ 00:49:29.330 Uttam Kumaran: Okay.

586 00:49:29.330 ⇒ 00:49:36.109 Lisa Whall: I’m a big believer, too, as we talked about the other night, too. Just pick off something to get the paperwork done, to get in the door, to get all the.

587 00:49:36.110 ⇒ 00:49:36.490 Uttam Kumaran: Yeah.

588 00:49:36.490 ⇒ 00:49:43.580 Lisa Whall: And it’s better if it’s small, to be honest. We all want revenue, but it’s better to be small and discreet that we can just kill it on.

589 00:49:43.580 ⇒ 00:49:47.639 Uttam Kumaran: No, I mean, if I can just get paid to talk to them a few times, like, we’re gonna get whatever.

590 00:49:47.640 ⇒ 00:49:52.180 Lisa Whall: Yeah, exactly, exactly. Okay, cool. I’ll get that email, I’ll…

591 00:49:52.600 ⇒ 00:49:59.120 Lisa Whall: Out to them, and in terms of back channel, like, What’s your preference?

592 00:50:01.450 ⇒ 00:50:05.850 Lisa Whall: I mean, because sometimes it’s super distracting, so I just…

593 00:50:06.350 ⇒ 00:50:10.499 Uttam Kumaran: Oh, I mean, we can just… you can Slack me, yeah.

594 00:50:10.500 ⇒ 00:50:11.000 Lisa Whall: Okay.

595 00:50:11.180 ⇒ 00:50:16.319 Uttam Kumaran: I’m always… I’m always doing, like, 20 things, so you’ll see me talking, and I’ll be…

596 00:50:16.900 ⇒ 00:50:23.620 Uttam Kumaran: messaging about something else at the same time, so if you just Slack me, I’m… I’m… I’m fine. Perfect.

597 00:50:23.620 ⇒ 00:50:27.850 Lisa Whall: Slack open, too. I just always like to establish that with new people up front.

598 00:50:27.850 ⇒ 00:50:28.200 Uttam Kumaran: Yeah.

599 00:50:28.200 ⇒ 00:50:30.129 Lisa Whall: Some people don’t like it.

600 00:50:30.130 ⇒ 00:50:32.860 Uttam Kumaran: If it’s a… if it’s a serious meeting, I won’t…

601 00:50:33.080 ⇒ 00:50:36.570 Uttam Kumaran: Well, we can do, like, Zoom chat, because it’ll pop up.

602 00:50:36.820 ⇒ 00:50:37.580 Uttam Kumaran: But…

603 00:50:38.470 ⇒ 00:50:43.419 Uttam Kumaran: Right. Like, I usually have Slack out, because I just only have 8 hours to get everything done, so…

604 00:50:43.420 ⇒ 00:50:46.090 Lisa Whall: Right, exactly, exactly. I just,

605 00:50:46.210 ⇒ 00:50:49.650 Lisa Whall: I always like to have that, just in case there’s something that’s…

606 00:50:49.890 ⇒ 00:50:55.829 Lisa Whall: I mean, whatever. You get it. Okay, cool. Well, we’ve got a plan, and then we have Omni…

607 00:50:56.020 ⇒ 00:50:57.810 Lisa Whall: In a few minutes.

608 00:50:57.810 ⇒ 00:51:08.170 Uttam Kumaran: I just got, like, an EY call put on my calendar, wondering if we can… Ask them to shift

609 00:51:08.480 ⇒ 00:51:16.080 Uttam Kumaran: even, like, 15 minutes later, or even shift to noon would be great.

610 00:51:17.760 ⇒ 00:51:18.619 Lisa Whall: I can ask.

611 00:51:19.060 ⇒ 00:51:19.730 Uttam Kumaran: Okay.

612 00:51:20.980 ⇒ 00:51:21.850 Uttam Kumaran: That’ll be great.

613 00:51:21.850 ⇒ 00:51:22.999 Lisa Whall: First shift to noon.

614 00:51:23.930 ⇒ 00:51:28.819 Uttam Kumaran: Yeah, see if they can shift to noon. I mean, I’m basically free, 12 to 1 Central.

615 00:51:29.430 ⇒ 00:51:31.939 Uttam Kumaran: I’m free at… at 2.

616 00:51:33.290 ⇒ 00:51:34.190 Uttam Kumaran: Yeah.

617 00:51:34.740 ⇒ 00:51:35.250 Lisa Whall: Okay.

618 00:51:35.720 ⇒ 00:51:36.909 Lisa Whall: I’ll do that right now.

619 00:51:41.710 ⇒ 00:51:52.969 Uttam Kumaran: Okay, and then on the, yeah, on the HubSpot note, yeah, I think just, like, as usual, I think for everybody here, it’s like, yeah, I told Artie, I’m like, dude, you sent the HubSpot thing last week, I left comments, I could have just…

620 00:51:53.480 ⇒ 00:52:02.399 Uttam Kumaran: fixed all that, like, this week, like, last week. So, I messaged him, like, get in the zone of, like, things don’t take a week around here, like, or two weeks, like.

621 00:52:02.570 ⇒ 00:52:12.220 Uttam Kumaran: you don’t have to, like, message me, I put this whole thing together, wondering if this, blah blah blah, like, I don’t care about the… I don’t… yeah, spare me the, like, here’s my philosophy, spare me that, like…

622 00:52:12.490 ⇒ 00:52:17.640 Uttam Kumaran: just tell me that we need this property, and I’ll go get the property.

623 00:52:18.330 ⇒ 00:52:26.349 Uttam Kumaran: everything I just… I’ve decided, the way all of our technology is architected, I decided, either a year or two ago. So…

624 00:52:26.970 ⇒ 00:52:29.750 Uttam Kumaran: It’s like, there’s no one who’s gonna be hurt by anything.

625 00:52:29.750 ⇒ 00:52:35.309 Lisa Whall: Right! Oh, God, no. It’s really funny that you sent that out, because, Artie and I talked to…

626 00:52:35.580 ⇒ 00:52:45.060 Lisa Whall: Yesterday? I don’t know, the days fly by. And he just talked about he’s here to give recommendations, but he’s not here to do any implementation. That… which is fine.

627 00:52:45.920 ⇒ 00:52:46.700 Lisa Whall: And…

628 00:52:46.700 ⇒ 00:52:50.020 Uttam Kumaran: but then say somebody implement this, I’ll just… I’ll just go do it, or someone will do it.

629 00:52:50.020 ⇒ 00:52:54.139 Lisa Whall: Well, right, in my mind, and I’m… I’m not…

630 00:52:54.140 ⇒ 00:52:54.590 Uttam Kumaran: Yeah.

631 00:52:54.650 ⇒ 00:52:56.929 Lisa Whall: chasing up. In my mind, I’m like.

632 00:52:57.030 ⇒ 00:53:05.529 Lisa Whall: why would we need to hire a HubSpot person? Blah blah blah. Can’t we do something with AI? And then you sent that today, and I’m like.

633 00:53:05.530 ⇒ 00:53:11.040 Uttam Kumaran: Well, so… so Artie is kind of like, he’s run, like, yeah, I mean, but this is where we kind of…

634 00:53:11.040 ⇒ 00:53:12.090 Lisa Whall: Great! No, no, no, don’.

635 00:53:12.090 ⇒ 00:53:15.509 Uttam Kumaran: We kind of bring on people, just like, what can you do for us?

636 00:53:15.510 ⇒ 00:53:16.510 Lisa Whall: Yeah, I’d love it.

637 00:53:16.510 ⇒ 00:53:25.810 Uttam Kumaran: and, like, give us another angle to think about it. But I’m also the same way. I’m like, okay, put together the doc. I left questions literally 15 minutes after you sent that.

638 00:53:27.000 ⇒ 00:53:32.900 Uttam Kumaran: Well, tell me what… like, I don’t… and then, again, I’m like, yeah, HubSpot is holding a spot, okay, like, let’s…

639 00:53:33.090 ⇒ 00:53:36.679 Uttam Kumaran: I can just solve that, like, right now. I’ll just solve it right now.

640 00:53:36.680 ⇒ 00:53:42.259 Lisa Whall: I would add, and I’d like to go through the doc and… and really

641 00:53:42.540 ⇒ 00:53:47.740 Lisa Whall: unless you don’t need me to, but, I mean, the way that I always think systematically, like.

642 00:53:48.110 ⇒ 00:53:51.749 Lisa Whall: Why wouldn’t we just map out quickly the fields

643 00:53:51.890 ⇒ 00:53:57.229 Lisa Whall: or if you already got that from that doc, and you don’t need that, but I just think it’s…

644 00:53:57.450 ⇒ 00:54:00.529 Lisa Whall: I don’t know, it’s a little ambiguous in terms of, like, exact.

645 00:54:01.160 ⇒ 00:54:06.709 Uttam Kumaran: No, I told him, like, I said, your doc is great, I get that there’s things that are wrong. Write down, like.

646 00:54:06.840 ⇒ 00:54:17.310 Uttam Kumaran: the… the 10, 15 changes that we need. He’s like, I’ll just do the… I’ll just do the most impactful. I said, no, no, no, dude, we’re not… I’m not doing this again, like, for another year. So, like, just like…

647 00:54:17.360 ⇒ 00:54:30.859 Uttam Kumaran: write down everything on why HubSpot needs to be different, and in what ways. Let’s all just, like, make sure we’re happy with that. Right. And then, like, I will go get it fixed. Right. So then, like, everything is in its right place.

648 00:54:30.860 ⇒ 00:54:31.620 Lisa Whall: Right.

649 00:54:31.620 ⇒ 00:54:35.330 Uttam Kumaran: And then we don’t need to, like, we don’t need to… yeah, let’s just move on to the next thing.

650 00:54:35.330 ⇒ 00:54:35.820 Lisa Whall: Yeah, but let’s.

651 00:54:36.450 ⇒ 00:54:38.389 Lisa Whall: This needs more precision, I think.

652 00:54:39.470 ⇒ 00:54:43.609 Uttam Kumaran: So if you want to take a look at that doc, we could… I would love to close that out.

653 00:54:43.810 ⇒ 00:54:50.490 Uttam Kumaran: today or this week, basically, I would… I would… I do want you to kind of have ownership over

654 00:54:50.640 ⇒ 00:54:59.230 Uttam Kumaran: like, HubSpot, but not necessarily, like, doing the property changes, more of, like, You’re really comfortable with

655 00:54:59.540 ⇒ 00:55:05.650 Uttam Kumaran: the way it’s… it’s, like, helping us, right? I think Artie is right in a lot of his things, but, like.

656 00:55:06.120 ⇒ 00:55:09.919 Uttam Kumaran: I’m, like, just… I’m not gonna be in HubSpot much, so… Right.

657 00:55:10.070 ⇒ 00:55:23.920 Uttam Kumaran: I’m like, yeah, whatever we want to do, let’s do it. And so if you can feel… if you and him feel aligned, I don’t think Robert really… I think Robert is just happy if anybody else is, like, opinionated about the sales process, but he’s also, like.

658 00:55:24.300 ⇒ 00:55:27.029 Uttam Kumaran: We’re not, like, a 100-person sales org, so, like.

659 00:55:27.030 ⇒ 00:55:27.460 Lisa Whall: Right.

660 00:55:27.460 ⇒ 00:55:29.380 Uttam Kumaran: Keep that in mind. So, that’s.

661 00:55:29.380 ⇒ 00:55:29.779 Lisa Whall: It’s gonna be…

662 00:55:29.780 ⇒ 00:55:30.580 Uttam Kumaran: a balance.

663 00:55:30.580 ⇒ 00:55:36.449 Lisa Whall: I want to be very… Very thin. I don’t like a heavy…

664 00:55:36.450 ⇒ 00:55:41.119 Uttam Kumaran: Yeah, so that’s why I think I want you to, like, see that the changes he proposed, or whatever.

665 00:55:41.120 ⇒ 00:55:42.080 Lisa Whall: Exactly, exactly.

666 00:55:42.080 ⇒ 00:55:46.800 Uttam Kumaran: I’ll do a pass, I’ll look at what you say, and then we’ll… we’ll just do it. So then…

667 00:55:46.800 ⇒ 00:55:47.180 Lisa Whall: Perfect.

668 00:55:47.180 ⇒ 00:55:52.700 Uttam Kumaran: Because if you’re not… if you’re… you have to be 100% on board. I’m… I’m on the hook for, like, getting

669 00:55:52.840 ⇒ 00:55:56.509 Uttam Kumaran: the thing built or implemented. I don’t mind that, you know.

670 00:55:57.170 ⇒ 00:55:59.330 Lisa Whall: Right, but I’m the one that’s gonna have to use it every day.

671 00:55:59.330 ⇒ 00:56:00.660 Uttam Kumaran: Yeah, yeah, yeah, yeah.

672 00:56:00.660 ⇒ 00:56:04.150 Lisa Whall: So, yeah, no, that’s great, that’s awesome. I’m…

673 00:56:04.310 ⇒ 00:56:07.349 Lisa Whall: really excited about that, because I… And we’re.

674 00:56:07.350 ⇒ 00:56:14.419 Uttam Kumaran: I’m gonna keep trying to, like, consolidate. Like, I don’t want, like, we can consolidate docks, the different areas… I want to make it easy.

675 00:56:14.740 ⇒ 00:56:23.649 Uttam Kumaran: But ultimately, again, like, even small things, like, okay, we’re going to this call, like, what is our… how do we prep for the call? That’s not things me and Robert ever do, we sort of, like.

676 00:56:24.190 ⇒ 00:56:27.479 Uttam Kumaran: I just show up. Like, where am I? And we go, so…

677 00:56:27.520 ⇒ 00:56:28.689 Lisa Whall: I’ve been there.

678 00:56:28.690 ⇒ 00:56:33.749 Uttam Kumaran: Happy to, like, think about, yeah, do we have a standard, yeah, do we have a standard prep?

679 00:56:33.960 ⇒ 00:56:35.060 Uttam Kumaran: Things like that, so…

680 00:56:35.060 ⇒ 00:56:39.540 Lisa Whall: And I love doing that stuff, as you know. Like, I… I want to have things…

681 00:56:39.930 ⇒ 00:56:51.339 Lisa Whall: Again, our goal is we’re talking to people all the time. We’re on the phones 24-7, closing deals, and everything else should be… that we touch should be automated, easy, standard.

682 00:56:51.650 ⇒ 00:56:52.290 Uttam Kumaran: Yeah.

683 00:56:52.560 ⇒ 00:57:00.379 Lisa Whall: that’s just how I think about everything that we’re doing. Even, like, the prep. I want to make that just a form. We all agreed upon, here’s the information, it’s a one-pager, not…

684 00:57:00.590 ⇒ 00:57:13.060 Lisa Whall: That was… but, you know, and then you guys can show up 5 minutes before, we jump in, even on a prep call, 5 minutes before the call. Boom, boom, boom. And once they’re my clients that I’ve brought on, like.

685 00:57:13.930 ⇒ 00:57:14.409 Uttam Kumaran: Yeah, yeah, yeah, yeah.

686 00:57:14.410 ⇒ 00:57:18.489 Lisa Whall: I will be doing that. Let me get to the Omni people.

687 00:57:18.900 ⇒ 00:57:28.080 Uttam Kumaran: Yeah, if you can get to Omni people, and then if you could email… we can collaborate on a draft email or whatever, and then there’s plenty of time between now and the TSIP call, so…

688 00:57:28.540 ⇒ 00:57:34.980 Lisa Whall: I’ll drop it in… I’ll just drop it in Slack, the email, just to get your feed, since you’ve met with them, and then I can send that out.

689 00:57:35.260 ⇒ 00:57:36.940 Uttam Kumaran: Okay, okay. Okay. Perfect.

690 00:57:36.940 ⇒ 00:57:38.220 Lisa Whall: Cool. Okay, see you in a bit.

691 00:57:38.220 ⇒ 00:57:38.880 Uttam Kumaran: Practicing.