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Last, maybe our last one for the year last live stream. We're gonna do a part two of how we have been framing up this project for this internal dashboard. So I'm gonna leave it on here. We may bring some team members on me bring the show there.

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And last week we just opened up, you can go watch the first part. If you're interested in this, but we just started with a totally blank canvas.

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We mentioned that we had a team retreat here in Franklin and we did a whole kind of mock up of ideas of different things that would help our team be a little bit more efficient.

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So it happened by just putting the ideas doing some brainstorming. Everybody kind of wrote down stickies and then we just each person presented their ideas.

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Then we captured all those ideas and we kind of organized them in some stickies here just to kind of see

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it doesn't mean that every single sticky now has to go into a backlog or any of that. It just was like, hey, generally, there's this sense that we need this one view. So one of the

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things that arose was this idea to have a new view that gives team members and clients and admin clarity on billing and schedule. So

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I think this is very much a similar view with like different filters on it, potentially. And so last week we kind of framed up

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some context here. I won't going to read all of this, since you can go back and watch how we got to this point in the other video.

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And we've kind of talked through the problem here and then kind of what we want the outcome. So I'll just kind of focus on the outcome here is we want to

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be able to move budget around and have just visibility on what's expected on basically for schedule and billing for clients. We have this view, which took a little screenshot down here for quick reference.

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Where we will take a client and then we will have, you know, each column has kind of like

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you know the month and then what projects are happening in the month and then what weeks each size project is and what's the status, what's the payment status. There's a lot of information here and Notion doesn't really

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give us a nice way to display this is pretty limited as far as how this works and it can still be a little bit overwhelming to clients.

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Because we're still talking in weeks where maybe they want to see dollar amounts or

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you know, maybe they want to see, you know, we kind of total up here that there's five weeks for that month. So anyway, this is just the kind of the limitations here. And one of the big things that we sort of framed up in a part two here and I may take

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this and we're just going to just like you would in, you know, Git, in a Git repository, we're going to fork this and I'm just going to draw a little line and this will be our

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official, this will be December 23 session. So we're just going to kind of keep the, we're not going to delete that, we're going to keep it open there.

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But one of the big problems that we identified more than anything as we got into a second session was this idea of

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there's really, since we're using Notion, so one of the top things here that's relevant. This is a bunch of, I'm just going to put the most important stuff at the top, but most important thing is we

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we heavily like rely on Notion for all like projects and tasks.

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And I'll say task management.

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And so because of that, one of the problems that arises, like we have very limited

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control over what users can see, let's say like what projects, you know, and what what access they have, essentially, what

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we'll say maybe capabilities, I don't know, okay.

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They have to modify. So like if we share, one of the problems right now is we have one massive database called projects and they're all organized with filters by client.

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And so in order to share a list of projects with a client, we actually have to share the entire projects database with a client.

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So technically, they have access to every single project. If we wanted them in Notion to see this kind of really, you know,

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So technically, they have access to every single project. If we wanted them in Notion to see this kind of recreation of this view down here, they'd have to have every single

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and they could basically go to any single project of any kind. And they can, we can put them in a read only mode, but then they can only read

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their own stuff. They can't interact and stuff. So it's not, it's not ideal. So what we thought would be sort of the, this idea is this view idea was really the most important thing here

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is that we just wanted a way for them to view the same data. Same thing that's in Notion, just view it in a different way, but it gives us control over knowing that this is a client or this is a team member that's looking at it. This may be an admin that's looking at it.

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And we can hide and show different things on the screen. So that, that created a lot of clarity, how we got there. And this is, we did a session between last Tuesday and this session. So this is actually technically our third session.

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And I'll just show you guys this. We actually just started, we started doing a breadboard, but then we went to the next session.

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We sort of zoomed out a little bit and we said, okay, how does this work?

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We had this idea of like clients doing a multi-month retainer.

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So they agree like, Hey, we want to do three weeks per month at this rate.

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So they'll have an idea.

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They'll give it to us.

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We'll frame and shape it.

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They confirm that we're using the weeks.

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And then we, on the first of the month, they purchased those weeks.

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We do work, review, kind of go back and forth as they give feedback.

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And then once we finish it, we like release funds to the, to the team for that.

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So that's kind of our little, that's sort of how it is to now.

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And we even thought of like how we could clean this up a little bit.

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So we sort of zoomed out quite a bit because we also didn't want to start

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building software for something that is actually a process problem.

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So this also happens as well because we are also, I'm the client in this case

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and our team, it really is the client.

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In this case, we're doing it for ourselves.

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We have the control of also fixing the process.

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And so this can be a little bit of a painful problem when you, when you're

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working with other clients is they need to be open to also sometimes, sometimes

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the process itself is not good and you can't really fix a bad process with software.

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So if you have a pretty good process and you just want to remove some of the

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friction, that's a good time to like bring software into the mix.

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And so what we did here is we just, just made sure that our process was simple enough.

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And so we did come up with kind of a nicer idea where clients would have an idea.

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They could frame and shape, we'll frame and shape it.

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We'll propose it to them.

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And this could, doesn't have to happen on the, like it happened

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anytime during the month.

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They can confirm it.

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We do the work, we review it.

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And we thought of having some like master approve button where we actually mark

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the work as completed, at least in Notion.

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And then we'd kind of release and that whole project would be done.

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So we just, this isn't really super relevant to this, but it does help us give

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context of actually just looking at it.

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Cause until we got into this, we had never even put these blocks on a board at all.

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And these are just something that was in my head.

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Maybe it was in Lucian's head, maybe it was in Macy's, but it wasn't clear.

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And so by me having to draw it and everybody seeing it, you know, it kind of

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helped us move the things around and said, okay, we kind of have it working this way.

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We probably should simplify it a little bit to do it this way.

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And then we actually got into some of the breadboarding stuff here where we said,

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well, we started looking at even like, how does the shaping take place?

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Like we meet with the client, we book the shaping calls.

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We do actually like a, this is sort of the initial, like, Hey, we want a

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project that does this and this.

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Then we get into a 90 minute shaping session where we look at, you know, kind

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of all these different pieces that we're sort of doing with you guys now frame it.

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We give an appetite.

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We typically do a second shaping session, if it's internal or with the client.

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And then we actually asked them to approve it.

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And then we sort of book it and off we go with that.

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So that's sort of the process, how a new project comes in the door.

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And so this is important because this is what's happening sort of at this phase.

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And we needed a screen where all this could take place.

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So this is sort of what's happening on the process side.

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And maybe we'll just add some definitions here since I wasn't very clear.

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So then we, we said, maybe we would have, let's see here.

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Future, this is some of the future.

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So we, then we started mapping out, did I do a client one?

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Yeah, I think this was the, this actually should say client, I think.

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Sorry.

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So we, we said you would have some sort of navigation.

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You would look at the dashboard.

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We could kind of see like a chart of like weeks and stuff.

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And then we would have these totals and some, something to show

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like the different weeks.

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So one of the, so we kind of got this far into it.

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We even try to like map out just, this would be sort of like our fat marker sketch.

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It's not a UI.

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It's not even really a wireframe.

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It was just trying to like, I had an idea down here.

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And so I scribbled it out really quick with some of the texts just

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to kind of illustrate what it is.

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It's kind of another version of what we, what we had here.

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And we also looked at like just these little diagrams here to show like, Hey,

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what was actually happening?

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Like we had clients paying in the first, sometimes projects ran

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into December and then we'd have to like approve and wrap it up in December,

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but they actually paid for it in November.

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So this is just very complicated.

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And so we wanted to figure out how we could simplify it.

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So anyway, these are just some of our scribbles and I just put this

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line, we can reference it if we need to.

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There's nothing in here that's going to be like officially published

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anywhere in our SOPs or anything like that.

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It's just us getting our, like what's in our brain down on paper.

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So we could talk about it.

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And then one thing we like to do, just to get in a process is we like

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to think of the Hill chart here.

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And we have some sort of like magic moment here where we want to get to clarity.

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And what's happening down in here is we have things like we're doing.

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The framing stuff, we're doing this breadboarding,

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which we haven't really even got into the breadboarding

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specifically.

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We also do some quick prototyping is happening here.

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And all of this is happening before we've

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kind of hit this middle part.

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So that's why we spent, now this will be our third hour

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going through this.

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So from a time standpoint, we're probably

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like 20%, 30% of our hours for this project

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have been used up so far.

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And that's OK.

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We're happy to spend up to half of the hours

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just on this first half.

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Because once we get this really crispy point of where

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it's super concrete, and we know exactly what we got to go do,

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then we just map out the steps.

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And we just go execute.

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And we use AI, of course, down this side

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to do a lot of we'll call it agentic coding.

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And we test it, and we get the clients.

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But typically what happens is people

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jump too soon into the coding.

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And so it's not crispy yet.

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It's not ironed out.

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Lucian and Macy were very patient.

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Because as soon as this is one of the first projects

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we're doing, so we're trying to get a lot of clarity

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on a lot of things.

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So it really forced us to whittle down

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what we're not doing in this project.

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And so let me come over here.

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So one of the things I did was a prototype.

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So we actually went over to our dashboard.

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We have our website.

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And what's cool about our little Next.js website,

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we have a way to actually sign in.

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So we don't have a separate app.

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It's just one single app that's our website.

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And then you can flip over to a dashboard.

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And so then there's a client role,

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there's a team member role, and there's a admin role.

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And so right now, I've just broken them up

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by team, client, and admin here.

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And so if I go to the client dashboard,

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I went ahead and just prototyped this out.

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And when I say prototype quickly,

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this took me an hour, maybe two hours.

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It was not a lot of time.

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And I only did this maybe after we had gotten

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some of the clarity here.

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So I did a quick prototype, knowing

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that we may throw this away.

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And the one thing I wanted to figure out

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was I didn't really get this idea of the control piece.

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Because what we wanted to do is we

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wanted clients to be able to come in here

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and pick up a card and drop it, let's say,

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into a different phase, where they mark something

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as completed.

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We wanted for them to quickly see a much prettier UI,

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like they could see the budget from this standpoint.

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They can see that they're on schedule.

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So on schedule, on budget, little green, green.

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And we can see the total weeks here.

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And we can see that we have five weeks in progress.

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And maybe they can switch it from like a status view

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to like a month view if they wanted.

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And so that's possible too.

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And so this is kind of like where we got to.

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And the other thing we typically do a lot

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is we have this inbox status, where just a ton of stuff,

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like there's 12 weeks worth of things in here.

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And we don't like to show it, because it normally

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clutters it up.

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And then, of course, we have this completed,

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which is everything we've ever completed for this client.

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So there's just a lot in here too.

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So what we thought would be nice,

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and I kind of stole some inspiration,

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we'll say, from the Fizzy app.

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So they have this column that kind of opens and closes.

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So a really cool UI.

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And we just borrowed that concept for this.

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And same thing on completed.

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We can pop it open, check stuff, and pull it closed again.

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And so that way, things are a little bit more clear.

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And of course, we could click into this

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and maybe go to a detail page.

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We already have some pages in here

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that show you details about the project.

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And from here, we can, of course, go into Notion

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and jump deep into this project of how we're actually

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tracking it and stuff.

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So again, this is just a quick prototype of this.

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And what we did was I just got it started,

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and then I showed Luchin and how it works in our team.

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And if you're working on our team, this is how it will go.

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But we have a single Notion project

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with all the information.

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And you can link to things like the breadboard,

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and you can link to the task grid.

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And then we've got things like comments here.

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So all that happened was we met last Tuesday.

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We, I think it was maybe Tuesday or Wednesday,

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Macy and Luchin and I had a few clarity bullet points here.

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And then the next day, I just went in and by myself,

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I just built a little prototype.

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And it doesn't even look that pretty when I made the video

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and made a quick preview.

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And then Luchin and I went back and forth.

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And we started to get some clarity.

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So I just wanted to show you that there's

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a lot of asynchronous conversation happening here.

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And this is something I think.

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Lucien and I have been working together for the longest of anyone on the team.

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And it's, we're kind of starting to get to the point where we can have good,

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uh, uh, like transfer of knowledge and thought back and forth without having

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to be on a, like talking face to face.

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I love hanging out face to face or in person, but this is great because I could

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put my thoughts and when he had a moment, he would be able to re watch the video,

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look through the, the, where I was and then give his thoughts that, you know,

250
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um, he was having, so this is good.

251
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So we, this is sort of the, the real, just wanted to show you guys what it's

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like, how we work, um, you know, on a real project, because we've did a bit

253
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of coding to get it to this point, but I also just prototyped it in a way that I

254
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could delete this whole module, um, because we haven't really nailed anything down.

255
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I just wanted to see how hard is it to actually, um, build this and get it, get

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kind of a UI together to where, and it was, it was me building the UI that I

257
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realized, oh, I get to have full control over what the client's seeing.

258
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And that's actually what we've been missing.

259
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Um, was this sort of.

260
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Controlled view where they don't have to be invited to notion.

261
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They don't have to be invited to a bunch of weird database, like task

262
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databases and project databases.

263
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And that's invited to our whole client database.

264
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Um, I could just make this one view that's reading the API.

265
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And, um, we were able to do a simple little test year where if I drag it

266
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and drop this into shaping, um, and I open this up here in, in notion, you

267
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can see it's just shifted to shaping.

268
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If I come back, of course, um, here and I move it back to in progress and it

269
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immediately like jumps to in progress and notion, so little prototype and a

270
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little proof of concept to show that like, it actually could feel very much

271
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in sync with what our team's seeing and notion, but it's like a much cleaner

272
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view of it and that's where we got a lot of clarity.

273
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So that was a very long update.

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I don't know, Lucian, if you want to share some thoughts on this or so, or

275
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where we got to so far, and then we'll dive into some specifics of what to decide next.

276
00:16:57.140 --> 00:16:58.620
Yeah, you pretty much covered the main points.

277
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I would just add that like framing.

278
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It's like, you can never be like too clear on the framing.

279
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So like even we did the prototype and we came back like, ah, this clarifies the

280
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framing and that was probably where the, the biggest like gold happened.

281
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Yeah, I agree.

282
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Um, and we may come back here and it's not so much maybe about the budget anymore.

283
00:17:22.220 --> 00:17:28.380
I would, I would actually say it's, we can put that in a not doing, but, um, we

284
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just really want like, um, a single like view for, for clients, um, to see all

285
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like, um, projects, um, their status, maybe they're like, um, their schedule

286
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and, um, total appetite or something, something like that, just like a high

287
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level overview for the client and something that honestly, like this could

288
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be pretty enough where I could screenshot this and drop it in Slack.

289
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You know, like I could just screenshot this, drop it in Slack.

290
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They can glance at it and be like, okay, so we went over here.

291
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These are on schedule though.

292
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Great.

293
00:18:02.340 --> 00:18:03.140
All, all good.

294
00:18:03.660 --> 00:18:06.380
Um, and we may have like a few in review.

295
00:18:06.740 --> 00:18:10.020
And one of the things we really want to, uh, that we identified here.

296
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When we breadboarded it was when we go into review, we need the clients to

297
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really be involved with getting things out of review and into the completed

298
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status because things can sit, um, as you guys all know on the team, I think

299
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sit and review for a while.

300
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And sometimes, um, we had stuff that wasn't even, um, closed.

301
00:18:29.700 --> 00:18:35.300
And, uh, another thing that we, um, we ran into, I think it was over here.

302
00:18:35.820 --> 00:18:41.340
And if I, uh, went into notion, we actually just built this one board,

303
00:18:41.820 --> 00:18:46.100
which we hadn't been using for a while, but this was every project organized

304
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by status, um, across all clients.

305
00:18:49.340 --> 00:18:52.500
And so we actually quickly found stuff that was in review.

306
00:18:52.500 --> 00:18:55.180
That was maybe like six months old when we did this.

307
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And, um, and, uh, it was, it was kind of, it just, you took the, and we didn't

308
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even, we didn't even build anything.

309
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We didn't write any code.

310
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Once we got the clarity of like, oh, there's this view that's kind of missing.

311
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We're like, oh, we can actually make that view in, in notion in five minutes.

312
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And so we were able to quickly create that and kind of got pretty similar there.

313
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You can see the status of the hours.

314
00:19:15.760 --> 00:19:17.600
You can see the, um, billing.

315
00:19:17.660 --> 00:19:21.400
It doesn't quite show you the date if we're on schedule or not, but, um,

316
00:19:21.400 --> 00:19:22.440
it's a good, good part of that.

317
00:19:22.440 --> 00:19:25.400
I don't know, Greg, if you were wanting to add something popped on.

318
00:19:25.680 --> 00:19:25.880
Okay.

319
00:19:25.880 --> 00:19:26.240
You're good.

320
00:19:26.680 --> 00:19:30.920
Um, I wanted to add something about like, you know, you said that, uh, you

321
00:19:30.920 --> 00:19:34.160
know, software doesn't fix like a bad process, like going through this.

322
00:19:34.560 --> 00:19:37.440
We also got the clarity of like the end review.

323
00:19:37.440 --> 00:19:38.960
It's like, it was a bit fuzzy.

324
00:19:38.960 --> 00:19:40.520
Like what is in review?

325
00:19:40.920 --> 00:19:46.560
Is it like kind of code review by a peer or, and we've, we figured it's better

326
00:19:46.560 --> 00:19:50.880
that like, we are all like done and like shipped and like the client is looking at

327
00:19:50.880 --> 00:19:55.440
it, that's what's in review, like until like you're done and you're giving it in

328
00:19:55.440 --> 00:19:57.800
the hands of the client to say like, is this good enough?

329
00:19:57.800 --> 00:19:59.600
Like, are we done with this?

330
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then it's still in progress up to that point.

331
00:20:01.960 --> 00:20:03.600
Yeah, definitely.

332
00:20:03.600 --> 00:20:09.120
And I think one, so I think what we were missing, and it's, it's so simple, like

333
00:20:09.120 --> 00:20:12.140
once you draw it out and we kind of like, Oh yeah, these, these, these different

334
00:20:12.140 --> 00:20:16.920
spots, there's kind of two things where like people have to take action has to

335
00:20:16.920 --> 00:20:20.700
take place where we need the clients to actually come in here and approve it.

336
00:20:20.700 --> 00:20:28.280
And that's actually a pretty big blocker for, for Macy and me when we're, when

337
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we're making sure, like, was this actually approved because there's, sometimes

338
00:20:31.960 --> 00:20:33.280
they, we get a verbal, yes.

339
00:20:33.300 --> 00:20:34.840
Sometimes it's a reply in an email.

340
00:20:35.060 --> 00:20:37.400
Sometimes we get an emoji on a Slack thread.

341
00:20:37.400 --> 00:20:41.200
Like it's pretty it's not very concrete for the clients to do that.

342
00:20:41.200 --> 00:20:46.020
So we came up with this process, which again, is maybe part of more like we

343
00:20:46.020 --> 00:20:49.520
would call like the monster project, which is maybe a few projects strung

344
00:20:49.520 --> 00:20:55.360
together, but we talked, this came out in the team discussion and I'm not going

345
00:20:55.360 --> 00:20:58.000
to specific you know, stickies here.

346
00:20:58.000 --> 00:21:01.040
I just remember it was, it was so, it came up so many times with the team

347
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that it's just top of mind.

348
00:21:02.320 --> 00:21:02.560
Right.

349
00:21:02.560 --> 00:21:04.520
So I didn't have to really think about it.

350
00:21:05.020 --> 00:21:08.360
It just came up a lot when we were talking about it, but maybe having

351
00:21:08.360 --> 00:21:12.700
something where we send something to a client and it says, Hey, like there's

352
00:21:12.700 --> 00:21:16.700
a, yes, I approve this or like, no, I want other changes and they hit yes.

353
00:21:16.700 --> 00:21:21.680
And it's kind of like their signature on the project to say, we've now approved

354
00:21:21.680 --> 00:21:25.280
this and then everything else, just the work can begin and we can kick it off.

355
00:21:25.280 --> 00:21:28.280
And then the same thing happens at the other end, kind of like these two

356
00:21:28.280 --> 00:21:33.280
bookends of the project, because it was a little bit vague, it wasn't super clear.

357
00:21:33.640 --> 00:21:39.440
And since we deal in the currency of like clarity and crispiness on all our projects,

358
00:21:39.440 --> 00:21:43.400
like we should definitely have a process that's just super clear for clients and

359
00:21:43.400 --> 00:21:48.160
the team to know exactly, you know, when things are ready to be worked on and so

360
00:21:48.160 --> 00:21:48.400
forth.

361
00:21:48.400 --> 00:21:51.120
So this, so that was good.

362
00:21:51.120 --> 00:21:53.880
Cause yeah, we didn't have a good, and this all came because we had this column

363
00:21:53.880 --> 00:21:56.760
called interview that wasn't, we didn't know what it was for.

364
00:21:57.240 --> 00:22:01.240
But when we said, Oh, the clients need to move it out of, they're the only ones that

365
00:22:01.240 --> 00:22:03.840
can move it out of interview to complete it.

366
00:22:03.840 --> 00:22:06.760
We, I think we, I don't know if we said that somewhere, but I remember there was

367
00:22:06.760 --> 00:22:10.240
this like clarity moment where like, Oh, we're not allowed to move it out of

368
00:22:10.240 --> 00:22:10.800
interview.

369
00:22:10.840 --> 00:22:13.800
Like, unless we're on a call with a client and they say yes, then we'll move

370
00:22:13.800 --> 00:22:14.480
it together.

371
00:22:14.720 --> 00:22:18.880
And then we'll still leave a comment and be like such and such client approved

372
00:22:18.880 --> 00:22:19.240
this.

373
00:22:19.680 --> 00:22:22.240
That's how we should get things out of interview.

374
00:22:22.520 --> 00:22:26.560
And then it also creates like a nice hard stop and we don't have this tail because a

375
00:22:26.560 --> 00:22:30.920
lot of times things can sit in review and then two weeks later a bug pops up and we

376
00:22:30.920 --> 00:22:33.640
kind of reopen the whole thing and it's sort of never ending.

377
00:22:34.000 --> 00:22:40.160
So anyway, that, that was just yeah, how we got some clarity there.

378
00:22:40.560 --> 00:22:44.280
But I think, I think this is getting more simple.

379
00:22:44.280 --> 00:22:45.720
I don't know if we want to just quickly clean this up.

380
00:22:45.720 --> 00:22:49.440
If you have any thoughts, Lucian or Ira, anyone want to jump in as well?

381
00:22:49.880 --> 00:22:54.280
Yeah, maybe it's in the details a bit, but I got really nice, like clarity here

382
00:22:54.280 --> 00:22:57.720
about the process, you know, where I was saying about like in review should be

383
00:22:57.720 --> 00:23:03.120
just when the client is looking at, um, there's like a process thing that it's

384
00:23:03.120 --> 00:23:05.400
like not clear when it's done.

385
00:23:05.400 --> 00:23:11.960
What we can do is like have a, you know, just like notion automation that you have

386
00:23:11.960 --> 00:23:18.560
to like create, um, what do we call, um, we saw this like Ryan video, he's doing

387
00:23:18.560 --> 00:23:22.600
like case study and like they, they have a deliverable thing, like a document that

388
00:23:22.600 --> 00:23:25.840
like shows like, Oh, this is how you use the new feature.

389
00:23:25.840 --> 00:23:30.120
And like, just like kind of the summary of like what was built or like a video

390
00:23:30.120 --> 00:23:33.760
demo or something like that, like a deliverable and you have to like have

391
00:23:33.760 --> 00:23:37.200
that to create like an in review to, to change status in review.

392
00:23:37.840 --> 00:23:42.080
So that could be like a good, you know, process and it would be like pretty

393
00:23:42.080 --> 00:23:46.440
simple to just like, um, do some software that enforces this, you know?

394
00:23:47.440 --> 00:23:48.480
Yeah, that's great.

395
00:23:49.640 --> 00:23:54.000
Um, so one thing I'll leave here is like the views are, we'd like to create

396
00:23:54.000 --> 00:23:55.720
are technically impossible in notion.

397
00:23:55.760 --> 00:23:57.880
I think it's one that you said there, it's kind of similar to this one.

398
00:23:57.880 --> 00:23:59.120
I could probably clear these up.

399
00:23:59.760 --> 00:24:05.040
Um, so I, and I think this one's very much, and I'm what I'm shaped.

400
00:24:05.760 --> 00:24:10.960
So in, in, uh, the shape up, they have a great little diagram, which I don't

401
00:24:10.960 --> 00:24:15.160
have time to like find, but we have this like random blob of a project.

402
00:24:15.160 --> 00:24:19.000
And so we've kind of started to carve out like sections of what the, I mean, they

403
00:24:19.000 --> 00:24:20.760
call these kind of the vertical slices.

404
00:24:21.160 --> 00:24:25.360
So one of these, one of these things is the actual client view here.

405
00:24:25.880 --> 00:24:29.720
Um, and the other one may be like a team member view.

406
00:24:29.720 --> 00:24:31.200
The other one may be like security.

407
00:24:31.200 --> 00:24:35.280
So what we were going to focus on is we can actually get this all solved for the

408
00:24:35.280 --> 00:24:39.920
client and publish it and start using it as a company and then go back and like

409
00:24:39.920 --> 00:24:42.800
solve a different problem, which is like, how did the team members see this?

410
00:24:42.800 --> 00:24:44.080
So how did the admin see this?

411
00:24:44.440 --> 00:24:48.000
Because we can, you know, this could turn into like a, you know, one, a two week

412
00:24:48.000 --> 00:24:50.200
project versus being maybe a six week project.

413
00:24:50.680 --> 00:24:56.080
Um, so because I'm always like, I'm very much in the mode of like, get something

414
00:24:56.080 --> 00:24:59.760
small, that's really, really useful, ship it and let us start.

415
00:25:00.000 --> 00:25:05.120
using it. And then we'll go and figure out the next thing. So I would say anything that's

416
00:25:07.840 --> 00:25:12.240
not related to the client piece, I would almost take those things out initially,

417
00:25:12.240 --> 00:25:16.880
just because then at least we're all looking at this client view and the clients can see

418
00:25:16.880 --> 00:25:23.200
what's going on. Because I guarantee it, we look at a board like this every single day,

419
00:25:23.200 --> 00:25:27.200
maybe pull it up with clients, but they're not looking at this and they're not looking at it

420
00:25:27.200 --> 00:25:33.200
the same way. This means a lot to us, probably doesn't mean a lot to clients because they're

421
00:25:33.200 --> 00:25:38.960
just not using it every single day. And so it looks kind of unfamiliar and it looks confusing.

422
00:25:38.960 --> 00:25:44.880
So we want to just simplify that. So what's nice about having the blocks like here,

423
00:25:45.680 --> 00:25:48.560
while you guys were talking, I just dragged a couple of these things that they're not doing.

424
00:25:48.560 --> 00:25:53.280
So it's very clear, not only am I deleting it, but I'm specifically saying nothing to do with

425
00:25:54.080 --> 00:25:59.040
clients. So is there anything else we want to tweak on this?

426
00:25:59.040 --> 00:26:02.800
Anyone on the problem or outcome? And then we'll move on.

427
00:26:06.320 --> 00:26:10.880
Not doing project changes, like the last item in the outcome.

428
00:26:12.880 --> 00:26:14.240
Oh, this one?

429
00:26:14.960 --> 00:26:15.200
Yeah.

430
00:26:15.920 --> 00:26:16.880
Yeah, we can take this out.

431
00:26:17.840 --> 00:26:20.160
I mean, this project could just be like client view,

432
00:26:20.880 --> 00:26:24.720
and then we have like a shipped, an actual thing, and then we can look at the next thing.

433
00:26:24.720 --> 00:26:29.680
Yeah. And part of this is like, this is like more on the process side.

434
00:26:34.320 --> 00:26:39.360
And projects will require admins to, so, and this may be good because maybe this like

435
00:26:39.360 --> 00:26:42.880
approval process is actually part of it is because we don't,

436
00:26:43.360 --> 00:26:46.880
because we said this is where they can see stuff, but I think maybe there's also like a,

437
00:26:48.160 --> 00:26:52.720
now that we kind of sliced it differently, we sliced it to like team to the clients only.

438
00:26:53.440 --> 00:27:02.640
We could say like, a like tool or just like a, we'll say a way for clients to

439
00:27:04.800 --> 00:27:10.960
approve projects before work. And I don't know if it's approved. What did we said?

440
00:27:11.360 --> 00:27:16.720
We came up with a really good word for it. Approve. And then like.

441
00:27:18.960 --> 00:27:19.760
Approve and fund.

442
00:27:21.040 --> 00:27:22.240
Yeah. Something like that.

443
00:27:24.240 --> 00:27:27.760
Even if you say fund, now it's like, does that mean we have to have like this hooked into Stripe?

444
00:27:27.760 --> 00:27:33.520
Does it mean like, it just opens up like approve projects before work?

445
00:27:33.600 --> 00:27:42.960
And kind of a move to completed after interview. This is not written well, but maybe it's

446
00:27:42.960 --> 00:27:47.920
a little wordy, but I'd rather be. So maybe there's a way for them to approve it in this

447
00:27:47.920 --> 00:27:52.480
phase. Cause we, this could be a button. So so many times these, like this whole outcome,

448
00:27:53.200 --> 00:27:57.520
I think I drew it somewhere over here. It could literally just be a button that says like,

449
00:27:57.520 --> 00:28:01.680
they hit approve pops up. It says like, are you sure you hit? Yes. And then it's like approved.

450
00:28:02.160 --> 00:28:08.640
Um, cause we couldn't really, there's not like a great mechanism to do this in notion. Yes. You

451
00:28:08.640 --> 00:28:12.480
could make like a check box that says client approved. Yes or no. And they could check it,

452
00:28:12.480 --> 00:28:16.560
but like then anyone else can uncheck it. So it's just kind of, it's not a very like

453
00:28:17.600 --> 00:28:23.280
definite thing where we could have a button when they push this, it like updates the status to

454
00:28:23.280 --> 00:28:28.320
dev ready. It makes a comment in the notion project that says such and such user approved

455
00:28:28.320 --> 00:28:32.960
on this date for this thing at two weeks. And we has a kind of that log in the comments on the

456
00:28:32.960 --> 00:28:37.280
notion. So that could just be a button. So I don't think, I think that's very much in scope.

457
00:28:37.280 --> 00:28:43.120
Um, it's probably two hours of work to add that. Um, and that could be kind of get us this outcome

458
00:28:43.120 --> 00:28:49.680
we're looking for. Um, and then maybe it's the same thing once the project is, so we really have

459
00:28:49.680 --> 00:28:54.320
like a kind of, we're confusing it even I'm in confused because we have these two points of like,

460
00:28:55.200 --> 00:28:58.320
Oh, maybe it's confirmed and approved. Maybe those are the two.

461
00:28:58.320 --> 00:29:02.080
Yeah. You just have to watch out like, cause it opens the edge case that they

462
00:29:02.080 --> 00:29:07.360
approve, but they didn't pay. And then the dev gets like the, the dev ready status.

463
00:29:09.120 --> 00:29:14.160
Sure. So, so that's good. Cause you brought that up and then I immediately want to like

464
00:29:14.160 --> 00:29:19.520
swap that away. Um, so let's just like, that's good. Cause, cause there seems like there's

465
00:29:19.520 --> 00:29:30.880
something vague there. So we'll say like, um, uh, no, um, like we'll say like, uh, payment, uh,

466
00:29:32.000 --> 00:29:40.640
processing included project. Um, we'll just be like, uh, admins will keep close watch. We don't

467
00:29:40.640 --> 00:29:47.760
have a hundred projects happening in a week. Cause we're tracking. It's like, uh, you track

468
00:29:47.760 --> 00:29:54.800
like payments away from view. It could be like, if it's linked to a payment and it was approved,

469
00:29:54.800 --> 00:29:59.520
then it's okay. So just like, I think it's fine if they approved it here and they hit the button

470
00:30:00.000 --> 00:30:02.000
Like, it felt a little more formal.

471
00:30:02.000 --> 00:30:03.800
We don't even do that now.

472
00:30:03.800 --> 00:30:07.120
And then we have to deal with the movement of money

473
00:30:07.120 --> 00:30:08.400
afterwards.

474
00:30:08.400 --> 00:30:10.560
That's probably fine.

475
00:30:10.560 --> 00:30:12.920
If they hit yes and they approved it,

476
00:30:12.920 --> 00:30:15.520
and we basically have a log where they're like, no,

477
00:30:15.520 --> 00:30:17.960
you requested this work on this date,

478
00:30:17.960 --> 00:30:19.420
we're never going to get into issue

479
00:30:19.420 --> 00:30:22.520
where we could even do the work, even if they haven't paid.

480
00:30:22.520 --> 00:30:25.720
We still have the log of them formally approving

481
00:30:25.720 --> 00:30:28.520
the work to be done.

482
00:30:28.520 --> 00:30:30.880
But yes, I think down the road, it'd be super cool

483
00:30:30.880 --> 00:30:33.800
if it just pulls a Stripe transaction.

484
00:30:33.800 --> 00:30:35.800
It's one little movement, 100%.

485
00:30:35.800 --> 00:30:39.000
But just for the sake of getting this one launched,

486
00:30:39.000 --> 00:30:40.440
because it runs into other problems

487
00:30:40.440 --> 00:30:45.240
where not all clients pay us through Stripe, for example.

488
00:30:45.240 --> 00:30:48.000
And maybe it needs to generate a Mercury wire

489
00:30:48.000 --> 00:30:50.640
request versus Stripe.

490
00:30:50.640 --> 00:30:53.640
So yes, maybe that's another project.

491
00:30:53.640 --> 00:30:56.320
But I'll just say, don't worry about the processing right now.

492
00:31:00.080 --> 00:31:03.520
Yeah, current, future projects.

493
00:31:03.520 --> 00:31:07.080
Knowing which projects are paid for, that's fine.

494
00:31:07.080 --> 00:31:09.440
And then I don't even have to worry about this.

495
00:31:17.320 --> 00:31:19.760
Yeah, I think this is fine.

496
00:31:19.760 --> 00:31:22.200
This probably feels small enough now.

497
00:31:22.200 --> 00:31:24.200
And then I think the appetite's pretty simple.

498
00:31:24.200 --> 00:31:27.560
I would probably put two weeks on this, which for us

499
00:31:27.560 --> 00:31:32.840
would be 50 hours, roughly, in normal language.

500
00:31:32.840 --> 00:31:34.880
I think that's definitely doable.

501
00:31:34.880 --> 00:31:36.800
It's probably a one-week project, honestly.

502
00:31:36.800 --> 00:31:41.200
But part of the outcome of this is us also

503
00:31:41.200 --> 00:31:43.280
doing it together as a team.

504
00:31:43.280 --> 00:31:45.200
So we probably are doubling up the time

505
00:31:45.200 --> 00:31:47.800
just talking about it with all of us on the call.

506
00:31:47.800 --> 00:31:50.120
We're probably way over our budget with nine of us

507
00:31:50.120 --> 00:31:53.840
on this call.

508
00:31:53.840 --> 00:31:56.160
OK, anything else you guys want to add?

509
00:31:56.160 --> 00:31:57.560
And then I think we're good.

510
00:31:57.560 --> 00:32:01.240
We'll take 10 minutes and kind of breadboard a few things.

511
00:32:01.240 --> 00:32:03.200
But anything else you guys want to add here?

512
00:32:09.240 --> 00:32:11.720
For you guys, Ira, Janata, Lucian,

513
00:32:11.720 --> 00:32:14.200
you guys are typically in with clients.

514
00:32:14.200 --> 00:32:17.560
Like, this is what I'm seeing from my standpoint, which

515
00:32:17.560 --> 00:32:20.600
may be a little bit different than yours.

516
00:32:20.600 --> 00:32:24.000
Are these problems that you think the clients have

517
00:32:24.000 --> 00:32:28.120
or that you have at times, does this

518
00:32:28.120 --> 00:32:33.120
add any benefit for you to see a view like this?

519
00:32:33.120 --> 00:32:37.280
I mean, we're in Notion, so it's not probably very useful.

520
00:32:37.280 --> 00:32:40.200
But we also didn't want to assume that everybody

521
00:32:40.200 --> 00:32:43.480
was using a view like, I think we actually came up

522
00:32:43.480 --> 00:32:47.800
with like a My Dashboard team dashboard.

523
00:32:47.800 --> 00:32:51.000
Yeah, we did create this little sample dashboard

524
00:32:51.000 --> 00:32:54.240
so you could click on what all the team was doing,

525
00:32:54.240 --> 00:32:59.160
my projects, what's in review, and so forth.

526
00:32:59.160 --> 00:33:01.320
Because the one thing I love about Notion

527
00:33:01.320 --> 00:33:02.640
is it's highly customizable.

528
00:33:02.640 --> 00:33:04.080
And I also hate that about Notion

529
00:33:04.080 --> 00:33:07.080
because I can have one view that looks amazing for Bruce.

530
00:33:07.080 --> 00:33:08.720
And Lucian could have his own view that

531
00:33:08.720 --> 00:33:09.760
looks amazing for Lucian.

532
00:33:09.760 --> 00:33:12.800
And then like, Ira and Janata don't use that or see it

533
00:33:12.800 --> 00:33:15.960
because you have to sit there and make it yourself.

534
00:33:15.960 --> 00:33:18.520
Like, you have to build your own view of this stuff.

535
00:33:18.520 --> 00:33:22.640
So I don't know if this is helpful.

536
00:33:22.640 --> 00:33:31.040
Yeah, I think I'm using something similar.

537
00:33:31.040 --> 00:33:37.080
But I think the most important part of having this,

538
00:33:37.080 --> 00:33:40.920
I think we really nailed down the part of what really matters

539
00:33:40.920 --> 00:33:45.200
is to have this view accessible for the customer.

540
00:33:45.200 --> 00:33:48.640
Because Notion is like really good to use and stuff

541
00:33:48.640 --> 00:33:50.040
and it's very flexible.

542
00:33:50.040 --> 00:33:55.040
But incredibly, like the sharing system, it's strange.

543
00:33:55.040 --> 00:34:00.240
And if you send to a customer, they have to like be logged in

544
00:34:00.240 --> 00:34:02.640
and not everyone uses Notion.

545
00:34:02.640 --> 00:34:06.800
So it creates a lot of friction with the customer.

546
00:34:06.800 --> 00:34:08.880
So for instance, like with Hackstack,

547
00:34:08.880 --> 00:34:12.000
they are a customer that we are running for a long time

548
00:34:12.000 --> 00:34:14.199
and they don't use Notion a lot.

549
00:34:14.199 --> 00:34:18.560
So I think if you have something that we can use as a basis

550
00:34:18.560 --> 00:34:24.960
to like have the customers to look to help customers

551
00:34:24.960 --> 00:34:27.800
to create the habit of like using this

552
00:34:27.800 --> 00:34:30.040
as the main point of reference, I

553
00:34:30.040 --> 00:34:33.120
think this is the key value, especially

554
00:34:33.120 --> 00:34:37.639
for this long term running project, where

555
00:34:37.679 --> 00:34:44.080
you can like have plan like one, two, or three months ahead.

556
00:34:44.080 --> 00:34:49.560
But we need to like to have this common view where everyone

557
00:34:49.560 --> 00:34:52.560
can look and see, hey, this is where we are going.

558
00:34:52.560 --> 00:34:55.400
We agreed that we are going to this direction

559
00:34:55.400 --> 00:34:57.880
and we agreed at this point in time.

560
00:34:57.880 --> 00:35:01.200
So I think my main.

561
00:35:00.000 --> 00:35:07.880
The main use for me for this specific view is to improve client communication.

562
00:35:07.880 --> 00:35:13.080
Like it's to have a point, a source of truth where we can always point customers

563
00:35:13.080 --> 00:35:19.240
back to, and we don't have to rely on them, like using Notion or like having to

564
00:35:19.240 --> 00:35:25.160
know how to use Notion because we can like, make it as easy or as complicated

565
00:35:25.160 --> 00:35:27.640
as you want, because we are like creating from scratch.

566
00:35:27.640 --> 00:35:35.880
So I think it's, it can easily, like sometimes if you think like it could

567
00:35:35.880 --> 00:35:42.920
like sound like an overkill, but if you use Notion and if you shared stuff

568
00:35:42.960 --> 00:35:48.000
with it, you'll know that that's not an overkill, like especially if the

569
00:35:48.000 --> 00:35:53.040
other end is not accustomed with Notion that like doesn't have the practices

570
00:35:53.040 --> 00:35:56.280
and doesn't use it a lot, it can create a lot of friction.

571
00:35:56.280 --> 00:36:02.640
And like, for instance, every month we need to share the new database with,

572
00:36:02.720 --> 00:36:07.840
or like we need to, to review the share, the access to chase if they're

573
00:36:07.840 --> 00:36:09.680
seeing the reactive stuff or not.

574
00:36:09.680 --> 00:36:15.720
I mean, like this kind of creates unnecessary friction and breaks like

575
00:36:15.720 --> 00:36:19.040
the, the possibility of creating a habit around it.

576
00:36:19.040 --> 00:36:24.960
So yeah, I think, sorry, really long handling around it, but, but I think

577
00:36:24.960 --> 00:36:30.800
it's, it's I think it's my, my way of seeing it's like having the source of

578
00:36:30.800 --> 00:36:33.440
truth and easy access for the customer.

579
00:36:34.280 --> 00:36:34.600
Okay.

580
00:36:35.040 --> 00:36:35.400
That's good.

581
00:36:35.440 --> 00:36:38.400
So I'll just, I think we're in a good spot.

582
00:36:38.440 --> 00:36:45.240
So I would, I started doing this last time.

583
00:36:45.480 --> 00:36:46.280
Let me just grab this.

584
00:36:46.280 --> 00:36:48.440
So we're going to kind of have like maybe two components.

585
00:36:49.120 --> 00:36:52.640
I think this by status is helpful because they can quickly see like

586
00:36:52.640 --> 00:36:53.920
everything moving to the right.

587
00:36:54.240 --> 00:36:58.720
But maybe from a billing standpoint, we do need it rearranged to the month

588
00:36:58.720 --> 00:37:02.400
view, which is kind of more like this, where it's got columns for each month.

589
00:37:03.080 --> 00:37:06.040
It might even be better to have like timeline view.

590
00:37:06.040 --> 00:37:08.240
Cause it's not always like a clean overlap.

591
00:37:09.040 --> 00:37:09.360
Hmm.

592
00:37:10.600 --> 00:37:10.760
Yeah.

593
00:37:10.760 --> 00:37:14.240
So maybe it's, I'll just say, yeah, let's just, yeah.

594
00:37:14.760 --> 00:37:15.200
Roots.

595
00:37:16.000 --> 00:37:26.160
Um, maybe by, by I'm going to give it a, a, a ugly name, like work dates or by,

596
00:37:26.920 --> 00:37:30.280
uh, maybe it's a project calendar or something.

597
00:37:30.320 --> 00:37:34.520
It could be a cam Kanban or I don't really care what, what it is.

598
00:37:34.520 --> 00:37:35.280
We'll figure that out.

599
00:37:35.640 --> 00:37:37.760
And I want to piggyback off of what Janata said.

600
00:37:37.760 --> 00:37:39.880
You asked about like, what, like pain points.

601
00:37:40.280 --> 00:37:43.040
And cause now we have like, you know, the monster projects and like

602
00:37:43.040 --> 00:37:46.560
kind of showing them the sequence of upcoming work and like reshuffling.

603
00:37:46.560 --> 00:37:51.680
That is like, this project has like huge potential to, to help

604
00:37:51.680 --> 00:37:53.280
the communications on that side.

605
00:37:53.960 --> 00:37:54.360
Sure.

606
00:37:55.040 --> 00:37:58.320
So I just want to, so this, I think is clear, the Kanban stuff

607
00:37:58.320 --> 00:38:00.600
like makes sense for me here.

608
00:38:01.160 --> 00:38:05.040
Um, since we, so we already didn't have like a immediate clarity on

609
00:38:05.040 --> 00:38:06.840
the, on, is it Kanban or is it timeline?

610
00:38:06.840 --> 00:38:10.000
I'm just going to put projects by dates and then we'll figure this out later.

611
00:38:10.600 --> 00:38:18.440
Um, and, uh, we could have like, um, uh, for the month would be helpful.

612
00:38:18.880 --> 00:38:23.320
We also want to see like the, um, and then what I would say is, uh,

613
00:38:23.360 --> 00:38:27.120
actually have like a component here called the, um, project card.

614
00:38:27.880 --> 00:38:33.640
And this would have like the title and you guys, we got like a total,

615
00:38:33.720 --> 00:38:39.400
or we'll say actual hours versus, um, total hours or something like that.

616
00:38:39.400 --> 00:38:43.880
We could also have even, I might contest this because on the client side, they

617
00:38:43.880 --> 00:38:45.840
don't even necessarily need to know.

618
00:38:45.840 --> 00:38:47.280
It's more like an internal metric.

619
00:38:47.280 --> 00:38:50.320
Like, were we clear enough on this project?

620
00:38:50.320 --> 00:38:53.960
If we weren't, then we end up spending more time than we should have.

621
00:38:54.360 --> 00:38:59.120
And on their side, they just know that they paid this much and like the dates

622
00:38:59.160 --> 00:39:04.600
that we like wanted to complete it by, you know, it's not even necessarily

623
00:39:04.600 --> 00:39:06.960
relevant to them, like how many hours we spent on it.

624
00:39:07.960 --> 00:39:14.280
I think, yes, but also, um, it does cause this, this actually told, this

625
00:39:14.280 --> 00:39:17.480
is actually the total appetite.

626
00:39:17.480 --> 00:39:18.880
Cause it does show movement.

627
00:39:19.080 --> 00:39:24.160
Um, it's just that we don't like stop billing clearly on the, uh, like this

628
00:39:24.160 --> 00:39:30.280
guy, like 38 hours out of, so I love showing this to clients, um, because I

629
00:39:30.280 --> 00:39:36.400
paid for 30 or like we, like they only paid for a week, but they got like 150%

630
00:39:36.560 --> 00:39:39.080
more, like 50% more than what they want.

631
00:39:39.400 --> 00:39:41.920
That's on us to fix, not, not on them.

632
00:39:42.480 --> 00:39:44.920
Um, and there was a bunch of like research and stuff happening on this.

633
00:39:44.920 --> 00:39:45.920
We know why that was there.

634
00:39:45.920 --> 00:39:50.320
Cause there's another bigger project coming, but this is nice because it

635
00:39:50.320 --> 00:39:53.320
does kind of show you, um, progress.

636
00:39:53.360 --> 00:39:56.920
Like if this is it just cause we want to make full transparency.

637
00:39:57.320 --> 00:39:59.840
So I think this is just a, like a, um.

638
00:40:00.000 --> 00:40:05.000
like a way to add clarity to the,

639
00:40:05.440 --> 00:40:08.200
like, or just shows them that work's being done

640
00:40:08.200 --> 00:40:11.080
because it's hard to know because they're not,

641
00:40:11.080 --> 00:40:13.040
most of the clients are not technical.

642
00:40:13.040 --> 00:40:15.540
They just know like, oh, ours have been invested,

643
00:40:16.760 --> 00:40:20.720
which is maybe pretty, yeah, I don't know.

644
00:40:20.720 --> 00:40:23.840
And this at the risk of throwing like a monkey wrench

645
00:40:23.840 --> 00:40:27.960
into this, which I love doing, but you know,

646
00:40:28.600 --> 00:40:33.320
potential process like question or, you know, blurriness is,

647
00:40:33.320 --> 00:40:35.920
because on this like project that's gone,

648
00:40:35.920 --> 00:40:38.840
we're over scalability upgrade.

649
00:40:38.840 --> 00:40:42.920
A bunch of that time was spent shaping the next project.

650
00:40:42.920 --> 00:40:45.440
And that's kind of like, like when we shape a project,

651
00:40:45.440 --> 00:40:47.520
should we be billing on that project,

652
00:40:47.520 --> 00:40:48.760
which hasn't been paid yet.

653
00:40:48.760 --> 00:40:52.080
So there's a bit of like, you know, circular.

654
00:40:52.080 --> 00:40:53.280
Yeah, yeah, yeah.

655
00:40:54.920 --> 00:40:56.400
That's true.

656
00:40:56.400 --> 00:40:59.320
I think those are more like definitely process things.

657
00:40:59.320 --> 00:41:02.280
And once we have the clarity for it as well,

658
00:41:02.280 --> 00:41:04.000
I think there was also in our process,

659
00:41:04.000 --> 00:41:09.000
there's probably like a little post project debrief for,

660
00:41:09.080 --> 00:41:10.940
even if it's just a few comments back and forth,

661
00:41:10.940 --> 00:41:13.440
but just to look at these numbers.

662
00:41:13.440 --> 00:41:16.900
And if we get this project card that feels very clear

663
00:41:16.900 --> 00:41:19.920
that anyone can look at this and kind of see what happened,

664
00:41:19.920 --> 00:41:21.740
it's like, oh, there's something to talk about that.

665
00:41:21.740 --> 00:41:23.040
Like, okay, it went over,

666
00:41:23.040 --> 00:41:24.440
did we just forget to change the dates?

667
00:41:25.200 --> 00:41:28.000
Do we massively underestimate this?

668
00:41:28.000 --> 00:41:31.480
This is a very unique project and I'm not worried about it,

669
00:41:31.480 --> 00:41:34.240
but it'd be good to like just talk that through

670
00:41:34.240 --> 00:41:38.280
to see, you know, did it actually need,

671
00:41:38.280 --> 00:41:41.680
and there's maybe other projects which are probably,

672
00:41:42.520 --> 00:41:45.840
actually, where is the, did we just finish the,

673
00:41:45.840 --> 00:41:48.860
where's the attachments one?

674
00:41:51.080 --> 00:41:51.920
Yeah, it's weird.

675
00:41:51.920 --> 00:41:53.100
Maybe it's a bug in your prototype

676
00:41:53.100 --> 00:41:54.980
or is it, I'm pretty sure it's in review.

677
00:41:54.980 --> 00:41:55.820
It's in review?

678
00:41:55.820 --> 00:41:56.640
Is it in review?

679
00:41:56.640 --> 00:41:59.740
It doesn't have the right client, maybe?

680
00:42:01.220 --> 00:42:02.580
I'm checking it out.

681
00:42:02.580 --> 00:42:03.420
Okay.

682
00:42:06.220 --> 00:42:07.060
I'll wait just a second.

683
00:42:07.060 --> 00:42:07.880
It has two clients.

684
00:42:10.340 --> 00:42:11.780
Just delete this one.

685
00:42:11.780 --> 00:42:14.220
Yeah, and it's in review, so it should be showing up.

686
00:42:14.220 --> 00:42:15.500
That's it, so yeah.

687
00:42:15.500 --> 00:42:17.140
Maybe it's in the tribe one then.

688
00:42:17.140 --> 00:42:19.140
Yeah, go ahead, Ira.

689
00:42:19.140 --> 00:42:21.180
Yeah, so I think it's,

690
00:42:21.180 --> 00:42:23.780
since this is for the, our clients,

691
00:42:23.780 --> 00:42:27.140
I think it's important to see like the,

692
00:42:27.140 --> 00:42:31.500
if we're going beyond like the agreed upon timeframe,

693
00:42:31.500 --> 00:42:34.020
but in terms of the progress bar,

694
00:42:34.020 --> 00:42:38.300
I feel like it would be better to have the progress

695
00:42:38.300 --> 00:42:41.740
maybe in terms of, so one thing I always use,

696
00:42:41.740 --> 00:42:44.060
I use the monster map or like the verticals.

697
00:42:44.060 --> 00:42:44.900
Right.

698
00:42:44.900 --> 00:42:46.420
Like, yeah, these are the points,

699
00:42:46.420 --> 00:42:49.820
and maybe that time bar is like,

700
00:42:49.820 --> 00:42:53.500
there's a chunk for each of these verticals.

701
00:42:53.500 --> 00:42:55.980
And so they can like click it and see, okay,

702
00:42:55.980 --> 00:42:57.380
well, you're working on,

703
00:42:57.380 --> 00:42:59.300
you've completed these two verticals and like that.

704
00:42:59.300 --> 00:43:03.540
I think that my concern with like letting it be based

705
00:43:03.540 --> 00:43:06.540
on time is I try to, when I can,

706
00:43:06.540 --> 00:43:10.540
I try to like implement it as quickly as I can, you know?

707
00:43:10.540 --> 00:43:13.900
And I don't wanna be in a situation where,

708
00:43:13.900 --> 00:43:16.220
because I'm trying to like do clever things

709
00:43:17.020 --> 00:43:19.340
and like get it done faster that it's like,

710
00:43:19.340 --> 00:43:20.940
oh, well you can actually work faster.

711
00:43:20.940 --> 00:43:22.980
So for your next project, we'll.

712
00:43:22.980 --> 00:43:23.820
Yeah, yeah.

713
00:43:23.820 --> 00:43:24.700
You know?

714
00:43:24.700 --> 00:43:25.540
Yeah.

715
00:43:25.540 --> 00:43:28.780
I think it's, yeah.

716
00:43:28.780 --> 00:43:29.620
Either way.

717
00:43:29.620 --> 00:43:32.260
And then also they always see a full,

718
00:43:33.300 --> 00:43:36.460
they'll also, they'll always see like a full 100%

719
00:43:36.460 --> 00:43:40.140
like thing, which as I'm like tackling the verticals,

720
00:43:40.140 --> 00:43:42.260
that bar will always hit 100%,

721
00:43:42.260 --> 00:43:43.620
where if it's based on time,

722
00:43:43.620 --> 00:43:46.020
it could potentially not 100%.

723
00:43:46.980 --> 00:43:47.820
Okay.

724
00:43:47.820 --> 00:43:48.660
Yeah.

725
00:43:53.660 --> 00:43:54.660
You guys happy?

726
00:43:55.820 --> 00:43:56.660
Yeah.

727
00:44:01.420 --> 00:44:04.140
So conditional, if that's there,

728
00:44:04.140 --> 00:44:06.140
if not, we just wanna see,

729
00:44:06.140 --> 00:44:07.340
we still wanna see the app.

730
00:44:07.340 --> 00:44:09.460
Like we still need them to see that this is,

731
00:44:09.460 --> 00:44:12.460
what's the appetite maybe somewhere?

732
00:44:13.420 --> 00:44:16.260
Cause this would tell you that it's two weeks.

733
00:44:16.260 --> 00:44:20.900
And so that, and it's really the first couple hours.

734
00:44:20.900 --> 00:44:22.220
So we can do that for now.

735
00:44:23.740 --> 00:44:25.780
We can have that little conditional.

736
00:44:25.780 --> 00:44:27.860
I'm okay with that for now.

737
00:44:27.860 --> 00:44:30.540
Cause, and this is exactly what we can't do in Notion.

738
00:44:30.540 --> 00:44:33.620
So this is one like line of code

739
00:44:33.620 --> 00:44:36.260
wrapping that one little component.

740
00:44:36.260 --> 00:44:38.140
It's a great, great example where we could actually

741
00:44:38.140 --> 00:44:40.300
super quick to change that.

742
00:44:40.300 --> 00:44:42.060
And maybe they do wanna see it down the road.

743
00:44:42.580 --> 00:44:44.740
And we enable it or not.

744
00:44:44.740 --> 00:44:45.620
Sorry, I said end team.

745
00:44:45.620 --> 00:44:47.140
This is where admin here.

746
00:44:47.140 --> 00:44:49.340
We just have two different roles right now.

747
00:44:51.820 --> 00:44:56.020
And I think that's Chinada's dog.

748
00:44:57.540 --> 00:45:00.100
My dog under my desk is gonna start barking at him.

749
00:45:00.000 --> 00:45:02.180
That's good.

750
00:45:02.180 --> 00:45:03.940
So we can kind of breadboard this out.

751
00:45:03.940 --> 00:45:05.600
We're going to kind of wrap this up in like two minutes

752
00:45:05.600 --> 00:45:07.300
because I got to jump to the next thing.

753
00:45:07.300 --> 00:45:11.540
But this is just a great example.

754
00:45:11.540 --> 00:45:14.740
It kind of felt pretty cool when you guys all looked at this

755
00:45:14.740 --> 00:45:15.700
and were like, this is awesome.

756
00:45:15.700 --> 00:45:16.540
Let's ship it.

757
00:45:16.540 --> 00:45:19.540
We could probably send this to a client today.

758
00:45:19.540 --> 00:45:22.220
And then we get into this discussion about this bar.

759
00:45:22.220 --> 00:45:25.380
And all of a sudden, we're not clear anymore about this bar.

760
00:45:25.380 --> 00:45:27.340
So that's good.

761
00:45:27.340 --> 00:45:30.500
And I think what we'd do is probably have the same project

762
00:45:30.500 --> 00:45:31.720
card if we can.

763
00:45:31.720 --> 00:45:34.040
I don't know why we would need a different component.

764
00:45:34.040 --> 00:45:35.620
But what's nice about this is we start

765
00:45:35.620 --> 00:45:38.520
to see that there's one project card component.

766
00:45:38.520 --> 00:45:41.520
And then we can maybe arrange them in two different views,

767
00:45:41.520 --> 00:45:43.240
whatever those views might be.

768
00:45:43.240 --> 00:45:44.160
Maybe it's a timeline.

769
00:45:44.160 --> 00:45:47.380
Maybe it's a calendar.

770
00:45:47.380 --> 00:45:51.080
I suspect it's going to be a little bit of both

771
00:45:51.080 --> 00:45:53.320
because I think the timeline view is pretty nice.

772
00:45:53.320 --> 00:45:55.000
We actually looked at this.

773
00:45:55.000 --> 00:45:56.920
Do you remember who you built it for, Lucien?

774
00:45:56.980 --> 00:45:58.700
Was it Kavimars?

775
00:45:58.700 --> 00:46:01.260
Oh, yeah, timeline.

776
00:46:01.260 --> 00:46:03.780
So we started to do this kind of view.

777
00:46:03.780 --> 00:46:05.260
Again, this is a great example where

778
00:46:05.260 --> 00:46:06.700
you have to use a bunch of filters

779
00:46:06.700 --> 00:46:08.140
to get this to not look insane.

780
00:46:10.660 --> 00:46:12.820
And I think it looks better if you look at quarter

781
00:46:12.820 --> 00:46:15.500
because it kind of zooms out a hair.

782
00:46:15.500 --> 00:46:16.180
Exactly.

783
00:46:16.180 --> 00:46:17.340
And there's limitations.

784
00:46:17.340 --> 00:46:21.740
You can't filter by start date or end date or stuff like that.

785
00:46:21.740 --> 00:46:23.900
Yes, it's just all projects right now,

786
00:46:23.900 --> 00:46:25.100
and then including completed.

787
00:46:25.120 --> 00:46:28.720
So this list is pretty long.

788
00:46:28.720 --> 00:46:30.720
And if you hide completed, it's hard to see.

789
00:46:30.720 --> 00:46:32.120
You kind of want completed but only

790
00:46:32.120 --> 00:46:34.120
completed within the last 90 days or something.

791
00:46:34.120 --> 00:46:36.440
You don't want it from two years ago.

792
00:46:36.440 --> 00:46:38.480
But anyway, something like this potentially

793
00:46:38.480 --> 00:46:44.080
could be good because you can kind of see this timeline.

794
00:46:44.080 --> 00:46:45.520
So we'll play with that.

795
00:46:45.520 --> 00:46:47.640
I'm not going to worry too much about it.

796
00:46:47.640 --> 00:46:51.620
What I did start to do as well, we call it the task grid.

797
00:46:51.640 --> 00:46:55.360
This is a tool Ryan built, which we really like,

798
00:46:55.360 --> 00:46:57.760
which is just this grid of nine things.

799
00:46:57.760 --> 00:47:01.520
And so I'm going to go ahead and delete this.

800
00:47:01.520 --> 00:47:03.480
Can you delete stuff?

801
00:47:03.480 --> 00:47:06.040
Oh, you can't.

802
00:47:06.040 --> 00:47:08.200
I'll let him know about that.

803
00:47:08.200 --> 00:47:10.680
So we're actually not going to do any of these things

804
00:47:10.680 --> 00:47:13.480
for this project.

805
00:47:13.480 --> 00:47:16.800
And I said by month here.

806
00:47:16.800 --> 00:47:18.380
There's some security stuff right now.

807
00:47:18.380 --> 00:47:21.000
We have to make sure that this client, if they signed in,

808
00:47:21.740 --> 00:47:24.900
we know which client they're supposed to be associated with.

809
00:47:24.900 --> 00:47:26.140
I can do that.

810
00:47:26.140 --> 00:47:27.820
And then I've got this view by status.

811
00:47:27.820 --> 00:47:32.620
And maybe I'll make this as the project part.

812
00:47:32.620 --> 00:47:34.900
The approve button, so they have to log in.

813
00:47:34.900 --> 00:47:36.580
We can't not let them log in.

814
00:47:40.420 --> 00:47:41.020
So there's two.

815
00:47:41.020 --> 00:47:42.020
There's confirm process.

816
00:47:46.060 --> 00:47:49.620
And so I wouldn't go typically in our heads to this.

817
00:47:49.640 --> 00:47:52.320
But this is better to know that just to make that clarity,

818
00:47:52.320 --> 00:47:53.800
there's a thing here.

819
00:47:53.800 --> 00:47:56.320
We need to put some tasks into this bucket.

820
00:47:56.320 --> 00:48:00.240
What's not in here is, yeah, if you're a client,

821
00:48:00.240 --> 00:48:07.400
then we would have something like if in the whatever it's

822
00:48:07.400 --> 00:48:13.320
like shaping status and client logged in,

823
00:48:13.320 --> 00:48:16.280
then we would show some sort of confirm project button.

824
00:48:19.620 --> 00:48:29.800
So and then this will just go to a whole flow basically

825
00:48:29.800 --> 00:48:32.320
of like confirm project.

826
00:48:32.320 --> 00:48:33.480
I don't know what's in here.

827
00:48:33.480 --> 00:48:34.760
But there's something in here.

828
00:48:34.760 --> 00:48:40.600
And I assume there's a big confirm button, right?

829
00:48:40.600 --> 00:48:42.520
This can be very quick and smooth.

830
00:48:42.520 --> 00:48:43.480
And then that's it.

831
00:48:43.480 --> 00:48:44.900
There's nothing really after that.

832
00:48:44.900 --> 00:48:47.640
It just kind of loops you back to the view.

833
00:48:47.660 --> 00:48:51.980
I think it includes a notion comment.

834
00:48:51.980 --> 00:48:52.780
Yes.

835
00:48:52.780 --> 00:48:54.540
And that would be illustrated here

836
00:48:54.540 --> 00:48:59.140
with like a little gray thing.

837
00:49:07.060 --> 00:49:08.660
I've got to use these words correctly.

838
00:49:08.660 --> 00:49:14.260
Confirmed project on like y date.

839
00:49:14.260 --> 00:49:16.580
There's my cue.

840
00:49:17.440 --> 00:49:17.960
Cool.

841
00:49:17.960 --> 00:49:20.320
So we'll have something like this happens.

842
00:49:20.320 --> 00:49:20.840
I don't know.

843
00:49:20.840 --> 00:49:21.520
We probably have some other things

844
00:49:21.520 --> 00:49:22.840
we want to do in the database.

845
00:49:22.840 --> 00:49:24.640
And it updates the status, obviously.

846
00:49:27.800 --> 00:49:31.040
We'll like update notion status, et cetera.

847
00:49:31.040 --> 00:49:32.800
So you guys get the idea.

848
00:49:32.800 --> 00:49:34.680
But just breaking this into a little piece,

849
00:49:34.680 --> 00:49:37.360
we can kind of see what's going to happen in the database.

850
00:49:37.360 --> 00:49:39.040
So now I could very, very quickly add

851
00:49:39.040 --> 00:49:43.520
like this needs to send comment to notion.

852
00:49:43.540 --> 00:49:48.460
This needs to change status in notion and a few other things.

853
00:49:48.460 --> 00:49:50.500
So I can keep going on this.

854
00:49:50.500 --> 00:49:51.740
But you guys get the idea.

855
00:49:51.740 --> 00:49:53.540
I'll keep wrapping it up later today.

856
00:49:53.540 --> 00:49:58.980
And then following our process, I will make a quick video

857
00:49:58.980 --> 00:50:01.020
and share like.

858
00:50:00.000 --> 00:50:01.480
the final breadboard here.

859
00:50:01.480 --> 00:50:02.440
And you guys can follow.

860
00:50:02.440 --> 00:50:05.640
Anyone on the team here can follow the project here.

861
00:50:05.640 --> 00:50:07.400
It's called New.

862
00:50:07.400 --> 00:50:08.880
And I'll keep posting, and you guys

863
00:50:08.880 --> 00:50:11.400
can see the whole history of the conversations here.

864
00:50:11.400 --> 00:50:13.920
So I'll put a new video later today, some links there.

865
00:50:13.920 --> 00:50:16.120
But you guys can all comment and weigh in on it

866
00:50:16.120 --> 00:50:18.320
if you have thoughts.

867
00:50:18.320 --> 00:50:21.800
But I think it's definitely getting really, really clear

868
00:50:21.800 --> 00:50:23.280
of what we're building.

869
00:50:23.280 --> 00:50:24.920
And once that's done, we'll obviously

870
00:50:24.920 --> 00:50:27.000
go and add maybe the team member stuff next.

871
00:50:27.000 --> 00:50:29.360
But cool.

872
00:50:29.640 --> 00:50:30.520
Awesome, guys.

873
00:50:30.520 --> 00:50:31.480
That's awesome.

874
00:50:31.480 --> 00:50:32.200
Closing thoughts?

875
00:50:35.640 --> 00:50:37.280
You're like 50% shaped, right?

876
00:50:37.280 --> 00:50:37.780
Yeah.

877
00:50:37.780 --> 00:50:38.280
Yeah.

878
00:50:38.280 --> 00:50:39.400
We always do.

879
00:50:39.400 --> 00:50:40.200
No, this is good.

880
00:50:40.200 --> 00:50:42.280
Because we always, at the end of it, just be like,

881
00:50:42.280 --> 00:50:43.040
where are we at?

882
00:50:43.040 --> 00:50:44.760
And it's always like, oh, this is awesome.

883
00:50:44.760 --> 00:50:45.600
We're at 90%.

884
00:50:45.600 --> 00:50:47.000
And if you really think about it,

885
00:50:47.000 --> 00:50:49.160
you're like, we're probably like 60.

886
00:50:49.160 --> 00:50:49.960
Lucian says 50.

887
00:50:49.960 --> 00:50:51.920
I'd say 60.

888
00:50:51.920 --> 00:50:53.720
Because we're just used to like, this

889
00:50:53.720 --> 00:50:56.760
feels so much more clear than maybe other projects we've done.

890
00:50:56.800 --> 00:51:00.480
But every time we get something really, really clear,

891
00:51:00.480 --> 00:51:02.760
and we're like, oh, this is the 80-90, now we're like,

892
00:51:02.760 --> 00:51:05.480
OK, that's actually what 80-90%, 100% feels like,

893
00:51:05.480 --> 00:51:07.520
there's just this like, we've kind of ruled out

894
00:51:07.520 --> 00:51:10.080
all the edge cases.

895
00:51:10.080 --> 00:51:11.440
We've answered all the questions.

896
00:51:11.440 --> 00:51:14.000
Now Ryan says you get to this point where you're like, OK,

897
00:51:14.000 --> 00:51:15.680
could you just stop talking about it?

898
00:51:15.680 --> 00:51:16.560
Just let me go build it.

899
00:51:16.560 --> 00:51:17.600
I'm ready to go build it.

900
00:51:17.600 --> 00:51:18.720
Let me start coding.

901
00:51:18.720 --> 00:51:20.040
I know exactly what to go do.

902
00:51:20.040 --> 00:51:22.360
And then you kind of know you've hit it.

903
00:51:22.360 --> 00:51:23.000
We're close.

904
00:51:23.000 --> 00:51:24.560
I think we're close to that.

905
00:51:24.600 --> 00:51:27.280
So awesome, guys.

906
00:51:27.280 --> 00:51:30.720
Well, I hope everybody has a good Christmas.

907
00:51:30.720 --> 00:51:34.680
And I think we'll probably skip next week.

908
00:51:34.680 --> 00:51:37.680
But we'll catch up with you guys soon.
