From c8dc4edb1e2ba7cba57887d61d41f6d2ed4db623 Mon Sep 17 00:00:00 2001 From: Pablo Martin Date: Thu, 30 Nov 2023 11:30:41 +0100 Subject: [PATCH] Thingies --- log.md | 49 ++++++++++++++++++++++++++++++++++++++++++++-- onboarding_life.md | 5 ++++- 2 files changed, 51 insertions(+), 3 deletions(-) diff --git a/log.md b/log.md index ac82b05..4dee5b4 100644 --- a/log.md +++ b/log.md @@ -362,7 +362,7 @@ Actions - General direction. 2024 company goals. What's the philosophy? Growth? Quality? - 3 main goal lines - - Make current operations work properly now that we have resources (backfill). Andrew's opinion is they where understaffed for long and that explains why things are not working out smoothly. + - Make current operations work properly now that we have resources (backfill). Andrew's opinion is they were understaffed for long and that explains why things are not working out smoothly. - Grow - Through direct selling (business as usual) - Integration with PMSs to white-label the solution and turn them into sales funnels @@ -378,7 +378,6 @@ Amanda joining and taking care of the financial processes and bookkeeping until End of march is end of financial year. Next year books will be on Iplicity. - Actions - Andrew is very concerned about the invoicing process and the choice of accounting tool and now I understand why. If any of those two, are not worked out properly, they will lead to a very nasty situation. I need to judge my role in those fast and get evereyone aligned. @@ -440,6 +439,8 @@ How do you feel about your engineering team? All good, no complaints. Documentation or videos? Would be good for you https://www.notion.so/knowyourguest-superhog/Onboarding-Simple-Step-By-Step-4c128d32313e4d22aceb6bceedfdde20 +# 2023-11-30 + # Now @@ -470,6 +471,9 @@ https://www.notion.so/knowyourguest-superhog/Onboarding-Simple-Step-By-Step-4c12 - Post-its, pens, pencils, white-sheets, scissors, charging +- [ ] Read any docs shared by Alex A. +- [ ] Receive access to hubspot from Alex A. + - [ ] Get a locker - [ ] Get access to these maps @@ -492,12 +496,53 @@ https://www.notion.so/knowyourguest-superhog/Onboarding-Simple-Step-By-Step-4c12 ## Meeting with Alex Anderson - Overview of your scope + - He comes from marketing, is now in operations + - Goal + - Make processes as efficient and replicable as possible. Get things to scale + - Sits a lot on product talk + - Revops + - Sales, Marketing, Customer Service, Account Management +- Alex vs Lianne + - On the same level, they split on departments + - Alex more on tech and systems, Lianne more on business teams - Current systems and processes being used - Could you get me access to check them out? - Reports/Spreadsheets/PBIs/? + - In-hubspot dashboards + - Exports into CSV and doing some wizardry and upload in PowerBI - Current pain points + - No disaster incoming + - Resolutions is extremely in the dark - Can you somehow give me access to Hubspot? No touchy touchy +- Where do you organize documentations + - Notion for the most part + - Work in progress + +## Meeting with Lou Dowds + +- What is your kingdom? +- Tell me about the business processes underlying your products +- How does success look like for your products? +- What systems are currently part of that? +- What data are you using currently? +- What metrics do you have currently vs what metrics would you like to have? +- Is there anything you would hope from me/data team? + +## Meeting with Ben C. + +- A few notes on what I've seen so far +- My first impressions on what we should build +- My opinion on the invoicing nightmare + - I'm worried about only having two cycles to play around + Elaine leaving. I dislike this being the first thing to jump to, but I think it will have to be so + - I'm afraid untangling this doesn't look like only a data issue and it's going to be complex dancing altogether + - + + +## Meeting with Ben R. and Gus + +- Infra +- Invoicing nightmare ## Data HQ diff --git a/onboarding_life.md b/onboarding_life.md index 0fbca4a..2590884 100644 --- a/onboarding_life.md +++ b/onboarding_life.md @@ -39,4 +39,7 @@ Funny words you might hear: - PMC: Property Management Company, so the entity that rents apartments. -- PMS: Property Management System, a software use by PMCs to make their life easy. It centralizes managing properties, bookings, communications, etc in a single place so they don't have to go around Booking, Airbnb, lastminute, etc duplicating everything. Some examples are Guesty, Lodgify, Rentals United or Hostaway. \ No newline at end of file +- PMS: Property Management System, a software use by PMCs to make their life easy. It centralizes managing properties, bookings, communications, etc in a single place so they don't have to go around Booking, Airbnb, lastminute, etc duplicating everything. Some examples are Guesty, Lodgify, Rentals United or Hostaway. + +Other things you might find interesting: +- Superhog fiscal year runs from 1st of April to 31st of March.