thingies

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