From 1a7239b8bec5bc451eda1854914c096362b37ff3 Mon Sep 17 00:00:00 2001 From: Pablo Martin Date: Thu, 11 Jan 2024 13:34:23 +0100 Subject: [PATCH] thingies --- log.md | 132 +++++++++++++++++++++++++++++++++++++++++++++++++++++---- 1 file changed, 124 insertions(+), 8 deletions(-) diff --git a/log.md b/log.md index e84d777..3226741 100644 --- a/log.md +++ b/log.md @@ -1562,17 +1562,131 @@ Robinson can run it from his laptop because he has punched a hole in the firewal - He wanted to know how to move forward. He approves of my approach. - He wants for it to be well-known that we at Data are up and available to help out Finance strongly -# Now +# 2023-01-05 -- [ ] Have a coffee with Jamie -- [ ] Prepare ~~kickoff~~ of the untangling - - [ ] Send pre-alignment email - - [ ] Send invites - - [ ] Find 30min with Amanda -- [ ] Book more time for untangling +- [X] Have a coffee with Jamie +- [X] Prepare ~~kickoff~~ of the untangling + - [X] Send pre-alignment email + - [X] Send invites + - [X] Find 30min with Amanda +- [X] Book more time for untangling +# 2023-01-08 + +## Product weekly + +- Mac issues VPN are now solved +- First go at the catalogue is finished, I'll make a quick announcment +- Azure + - I have Robinson's approval + - Close to finishing up in dev +- Finance + - I'm not happy with how things are going + - Now I am happy + - 4-6 weeks effort starting today + - Also iplicit +- Hiring + - I tried with my contacts but got no interest so far + +## Iplicit kickoff meeting + +We meet with Kieran May from their side. Project manager from their side. He was an accountant. + +Solution design meeting on 17/01. Deep dive in Accounting processes. Full blown detail. Sales processes, purchase processes, financial transactions, bank accounts, etc. + +PID Document starts today. + +After we create sandbox <- Used for training and also for technical testing. Will also need static master data, we will get templates for loading that. + +Workshops. We design and parametrize, work through how we use the tool. Also chance to modify final configs. + +User base training with the end users. + +Then, UAT before we go live, final sign off. + +Production environment gets copied over from UAT. Configs get copied over, but actual books and transactions get deleted so Production stands clean. + +After go live, we have support calls still with the implementation team. + +After that, we go into support mode. + +--- + +Entities +Guardhog technologies (UK) (has VAT, quarterly, standard not cash-based, GBP is base currency) (accounts@guardhog.com) used for a lot of purchases +| +|- Superhog Limited (UK) (has VAT, quarterly, standard not cash-based, has multiple currencies (USD, GBP, EUR, AUD, USD, AED, ZAR)) (accounts@superhog.com) used to get all sales +| | + |- Three subsidiaries (US, Spain (has VAT), Australian) +| +|- Guardhog Limited (UK) + +We need to come up with codes for the legal entities. +US is not using Xero because it's WIP, no running books. +All entities except Spain close yearly on 31st March. +Monthly reporting. +About 14ish bank accounts. + +The whole payslip accounting stuff, we might need to do a template for the Spanish ones. + + +Offices +- UK, Stockbridge +- ES, Barcelona +- Everyone else is remote + + +Do we have codes for legal entities? + + +- Do we have somewhere to check timeline/milestone/status? +- Are we only starting on April 1st live? Yep. +- Do we keep the sandbox env forever? - We definitely keep it for a bit. It costs money, so we should judge if it's worth keeping it forever. +- Currency conversion we need to agree on exchange rates -> Iplicit comes with currency data, we should look into how to load it in the DWH and use that for all reporting so we have a unified vision on exchange rates. + + + + +# 2024-01-09 + +## Call with Humphrey + +- Most important stuff + - Invoicing needs fixing and finance needs to be brain-available + - Resolutions needs to stop being a dark, obscure corner + - Lots of improvement operations wise to be more efficient + - Marketing needs data to look at hosts like users (LTV, CAC, active users) + - Pricing can be a massive profit lever if we reach the maturity of insurance companies, we need to aim for it + + +# 2024-01-10 + +## Product catchup - Azure + - WIP +- Finance + - WIP, expected a million stories coming out of this +- Hiring + - I tried with my contacts but got no interest so far + + +# Now + +Invoicing Reformation + +- [X] Discuss plan with Amanda + - Have her onboard and provide give responsiblity feeling +- [X] Send big email + - [X] Give it a name and let people know that we will work on this + - [X]Send kick-off invite + - [X] Schedule more sessions + - [X] Prepare Notion page with rough plan and status tracking + - [X] Prepare presentation for kickoff + - [X] Start creating gaps in Notion to fill during sessions + - [ ] Drop existing knowledge on inputs + +- [ ] Ensure sync of all data git repos in DevOps so that Robinson can move them to the new data project - Data Catalogue - [X] Finish brush up !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! @@ -1585,7 +1699,9 @@ Robinson can run it from his laptop because he has punched a hole in the firewal - Airtable: Lourdes - Xero and Iplict: on hold - Stripe and Acquired: on hold - - [ ] Make big announcement + Quick Presentation Meeting + - [ ] Make big announcement + Quick Presentation Video + - [ ] Add CosmosDB to data catalogue + - Individual arch - E2E with dbt