Law Ruler info... username: jturner@shield-legal.com password: zIuspX97^&
Heyo~ If we can 1 on 1 at some point today for like 15 I would super appreciate. Nothing too drastic or time sensitive, just looking for some guidance I haven't been able to find otherwise
With the understanding you're a very busy man rn- let's sync when you get the chance. I have a few concerns we should ensure are adressed before we move too far forward
Good updates on the ACTS campaign with Mark- Let me know when is a good time to fill you in.
Our Chief Revenue Office, Andy, has a Miro account he is going to invite us to. He tried to share it with me, but sent it to McFadden by accident. We should have it soon!
Did some digging over the weekend and learned there is actually a name for what the team will be doing- "Data Solutions and Insights"
Used chat GPT to throw together an overview of responsibilities that type of team can expect to handle and it aligns correctly from what's been communicated to me, but let me know what you think~
((Not sure if you saw this previously I sent to your other nick ward acc previously))
Nice, thanks for sharing. I have been doing the same thing under the Strategy & Operations org-type. We can settle on a format and meet to edit and prep. Appreciate you diving right in!
Meant to ask- Do you know how we can get invited to the existing Miro team?
I just messaged Andy to have him resend me the invite that went to McFadden erroneously...
Just to throw this out as a potential future process-
Morning- I heard you weren't feeling well, I'm sorry to hear that!
Tossing an invite your way for a 1:1 this afternoon for new position transfer stuff - Let me know if it works for you~
FYI, Ryan will continue to interchange FiveTran with Five9 often, don't let that throw you
I'll order chinese for us, just let me know what you want...
Beef with Broccoli lunch special looks good-
Just sent a new Miro invite to you
You're welcome, I hope that this does the trick. It said it would be a free week, then billing picks up automatically.
Moving stuff over now, it looks like it should- Do you know if Zak has access yet?
So I showed this to ryan with some questions and he responded with "Perfect" But I feel like I'm missing aspects from our meeting and mixing up the old vs future pipelines
Was just about to msg you- meeting with Ryan and Quint went super long and I had to get some stuff knocked out for him right after, gonna head to Pollock now for my 11:30 1:1
No, thats fine, I knew the 8AM was at home, but checking in.
I am going to work on the job description for your position today. It will require HR, etc. to approve of course. A couple updates to share is that the changeover from Shield to T.I.P. is still not going to take effect until HR and Paylocity align, so it will be another week or so.
I'm gonna be heading back to the new office in the afternoon like 1:45ish for 1:1 with edward
Also, the team themselves are still going to report directly to me. The JD will help clear up responsibilities, but for any conversations with folks in the meantime, consider yourself the technical lead/advisor for them. Things will get more clear from here.
Sorry was driving- I had a meeting with Ryan today where I learned more about what we are going to be doing in detail. Did you want to sync on that prior to writing/finalizing the job description?
No worries about the changeover date, I think the date of the 28th was mentioned at some point but I don't know for sure. Just so I am aware going into the 1:1s today, did the team reporting to you change from what was mentioned when they were all told?
It didn't necessarily change, but I think with the folks still asking questions about timecards, PTO approvals, etc. It is important to get on the same page.
I haven't talked to Anthony yet, but in the meantime, we will still have Christian and Sunnie report to him like they do now.
That could change, but until we dig in, no sense changing something that we might revert.
This is the high-level JD that I just put together. Give this a read and we can discuss.
https://docs.google.com/document/d/17kOhpcHTH3g-M0H1Jm-RB0LK0y1Q7bevS4yi9CLWo8o/edit?tab=t.0
I have not sent the doc to HR or Tony yet.
Hopping into a meeting but I will review!
Overall this looks good- From what was communicated to me earlier by Ryan though was there would be significantly more emphasis on the data and cloud architecture side of it all, pushing it closer to Data Strategy and Operations but I understand that it is kind of a "do it as it comes" role
I'm about to head over to new office to meet with Edward
Ok, Brittany intended to meet with him as well about his situation as it relates to changes prior to his move as well. May want to check in with her prior.
Good call, I can have some items added as far as that piece goes as well.
I do think we'll have this high-level JD, but we can dig into responsibilities and expectations further
Good morning- do you wanna join for the stand up?
Wings for David, pizza for everyone else. One Pepperoni one cheese?
Getting David the soft phone download now with Joe
I got pulled away, I am ordering food now
Got David the download from joe, with next steps planned out,
Worked on the database task Ryan dropped to Anthony and Edward, that should be good to launch on Monday.
His change is going to impact Allen, and likely Brittany and others so we ran around to make sure everyone was ready for that change to be made before we officially swap over on Monday.
The code is all there ready to push, it's just a matter of approval from Ryan
This is going super well- Usually not this directed. I think it helped that I opened with some kind of "Format"
The organization is really helpful!
and Ryan can't pile on projects when everyone sees the build up of the log too
have you spent much time with Edward at this point? wondering what you think about his skills thus far...
I got the chance to do so a few times this week. We can talk it over more, but he is very skilled. Actively keeping up with Dustin and I on anything code wise. For languages/systems he doesn't know, he's going out of his way to learn it and come ready to our meetings.
He has taken the roll of doing all automations / main code person on the strat and ops team when I'm busy doing other stuff
Just to keep it on your radar - 3 new projects from Ryan this morning
Something cool to share with the team regarding current operations:
https://www.tiktok.com/t/ZTYHLT1wx/
Spoke with Edward on best practices to keep cost down with SQL queries Bigquery, PostgreSQL,
Wrote up plans for the team for the day
Followed up from yesterday to ensure the Screener Complete Dialer is running + May need help to get supervisors to ensure people are using it
Worked on DBT studying existing Data pipelines and attempting to find best practice to bring in Dustins LR database without cluttering.
+ Stuck on getting the integration between systems because the best practices guide on DBT is completely different from the way that Ryan has it set up originally
+ Reached out to Ryan about setting up a new 'project' on Bigquery to better sync data across platforms.
Played with Retool to get a basic understanding of the platform + Spoke with Brian about it because he has knowledge of the platform
==============
Build the backend to get Bigquery Data into DBT so it can be modified and that data can be plugged back into Bigquery, and put onto re-tool and looker, but had to start over because we do not have an enterprise account for DBT so we can only have 1 project. Spend awhile figuring out how to use it with existing project
Stopped to aid Dustin with a project on his end - Finding dates of when campaigns were built
Got DBT connected to Bigquery correctly, and started working on dynamic sql queries to pull data properly.
Got stuck for a bit and discussed process with Dustin, where we realized we would both benefit from having Ryans Billable/Commissionable/ect status table on bigquery so it can be referred to, and briefly started working on that.. Hit some roadblocks attempting to understand his existing data systems and got notes from our original meeting so I can follow up and keep building
Anything I should know about before tomorrow?
Thanks for the detail here. I hope you are feeling better.
For tomorrow, Sunnie has a project plan to share with us, Brianna and Beauās transition begins, and I got Tony and co on board with Anthony and co plotting new commission structures.
Feeling a lot better today! I'm back in office.
if we are out of this by 1:30 would Sunnys thing work for that time?
Started a coding thing for Ryan this morning when an idea hit, and and hit a flow with it, Gonna knock his out and head in right after
FYI- Fighting PC issues, no action needed on you rn
https://lookerstudio.google.com/reporting/5fb9069d-d7d2-448a-a248-0c6892d5e68b
Is this visible for you? Got the Database updated and paired to looker so it should auto update with any status changes.
I can open it, but the dataset is not accessible.
Hey James, what is this presentation for Ryan and Cameron tomorrow?
Last week Ryan requested I flesh out the big flow chart showing all lead status changes and process a lead moves through the company. He told Cam and they requested I present it to them today-
It's gonna be for Joe as well, and Darrell is presenting something too
Got it, thanks. Please either record the meeting and share if they will allow it. Or add me to the invite, so AI can capture it for me and possibly others.
Hey there- Happy New year! Are you coming in today
Early meetings with Ryan so I'll be taking them from home and coming in a little later
I fly back from Chicago tomorrow, no worries. Happy New Year!
Hey good morning ~ I have a couple remote meetings (Ryan and friends) this morning sandwiched with some short deadlines on stuff. If it's alright, I'm gonna come in at 11:30/12 so I can stay locked in on this
Been working non-stop for stuff with/around ryan since 8- and got out out of the meeting with him right before this-
You alright? You seemed down when I saw you for a sec
Yeah, just not feeling well. Probably leaving after my 1:30 today unless something urgent comes up
That's valid. Anything I can do to help pick up some weight off you, feel free to let me know
David is sick but has no PTO so he's in anyway, and even Edward messaged me last night letting me know he's sick.
Actually, please send me an invite to the flatirons meeting afterall
will be there in a sec. wrapping the interview
Good morning- I'm a little worried about David. He is pale, looks lost and is generally just sicker than a dog right now but has no pto so he is just suffering it out in the office next to everyone.
He has a laptop, is there any way we can send him home and give him some soft work so he can rest a bit?
Good morning~ I wanted to give a heads up I'm likely gonna be a little late. I feel fine otherwise, but probably caught the stomach bug that's going around right now.
Ok. Didnāt know there was a stomach bug going around.
From what I understand, some people have it pretty bad but I've managed to get by mostly unscathed
In case nobody told you, internets down on the floor
Yeah, everyone is working on it
Hey there, apologies for the weekend message. I I would like to use some of my PTO for a day off tomorrow.
A bunch of ppl I know have the day off for the holiday so they were going on a small climbing trip and invited me along.
Let me know if for any reason that's not alright. Thanks much!
I did not get this until this morning. Did you make the call and take the day?
I was up on Mt. Charleston for the weekend myself and out of pocket.
Oh sorry about that- Yeah I was able to reach out to the team and make sure it was all good for me to take the day.
Just wrapped up on the dashboard I was showing you- I sent links out so leadership can check it out for the soft launch of it.
I left at 5. Had to attend a riveting young drama class showing of Alien Pirates my niece was in.
Thatās great! Looking forward to this
Alien pirates!? That sounds like a cool show!
Glad to hear you got out on time and enjoyed it~ if it's alright, I'm gonna work from home for the AM tomorrow because I have early morning meetings with Ryan.
Rather than write the standard "My problem is X. The parameters are Y and Z, give me a solution"
I expand the prompt to...
"From this moment forward, you are now three separate staff level engineers that are set to work together on this project.
Engineer 1 is a staff level Data Engineer with the priority of optimizing solutions to be cost effective and robust.
Engineer 2 is a staff level Software Engineer with extensive experience in multiple coding languages, and a specialist in system design.
Engineer 3 is a Business Intelligence and DevOps Engineer with a deep understanding of building solutions that are scalable and repeatable.
As three separate engineers with three different backgrounds, you will each propose different solutions, disagreeing with each other, and fact checking each other's work.
After each engineer proposes their solution, work together to find the best solution or solutions fact check, and write a short proposal on potential solutions.
Here is the issue and parameters your team is looking to solve:
I trust you are well underway in training. I will be joining the meeting shortly. There was an urgent item from Cameron to attack
Not sure if you caught that, looks like he's plans to have Edward doing the shield finance data
That is a MASSIVE security issue, to give third parties access to our "in network"
especially when we have no roles and permissions actually set up properly and documented
Yes, we cannot have Edward doing that.
I am staying on to talk to him after. Need to realign on all his pushes.
My understanding so you can keep up:
lookml - A google specific coding language to take filtered data and make usable metrics out of it
project - all of the connections you want for a specific usecase. (Ryan puts everything under 1 project against recommendations of the people at looker)
View - a read only view of a table that you are connected to
measure - a way to get new results, from existing data points. For example, a measure might be a count of how many leads you have per case.
explore: all of your tables from the view + all of the measures you created.
visualization: the actual graph/bar chart/table visualization, that you want to put into a dashboard.
DBT - a separate service we pay for that allows us to edit data to create usable metrics - effectively does the same task as lookml creating "Measures"
Hey there, whatever I had the other day came back with a vengeance- If it's alright, I would like to take an actual sick day, that way I can get some rest.
I attempted to put it in paylocity but it looks Like despite having the pto available, Im not set up to make any requests.
Hope you feel better soon. Thanks for the note. Just sitting down in my chair for the first time today. It's been go-go-go. Nothing of note to report from the client visit at this point, which is nice.
Thanks much- I'm glad to hear it. Still not feeling great but I have some first thing in the AM meetings with Ryan and the guys from DBT today so I'm in the process of prepping for that right now
Let me know if you want me coming in with the mask, or if I should be working from the house and providing updates on my project progress throughout/ at end of day
Filling you in on some project changes and info that you may need to know for finance reasons:
We just wrapped up the DBT training with Bytedance, where their senior engineers were supposed to give us the overview on how to use this new tool we're planning to implement.
Ryan is moving our "Time sensitive, critical importance finance projects" from Bigquery to this new tool, but our understanding of how to use it is pretty limited since the DBT engineer wasn't able to get much in during the training.
I expressed concern that we may need additional training if we want to make sure something as important as the finances is done correctly the first time in a new tool, and as a biproduct, Edward were given 3-4 adhoc projects of Ryans to learn the tool with first. I like this idea, but it will shift project timelines.
Ryan suggested we reach out to the DBT engineers for help with our new projects and keep our supervisors in the loop for any necessary approvals.
I have already reached out as instructed by Ryan, but I wanted to bring this up in more detail because it is my understanding we need to pay to get this 1:1 training with the Bytedance senior engineers.
Outside of all that, I am making good progress on the prereqs to the the financial log stuff that we discussed on ??tuesday??
Looks good! I should be able to run most local models on this and manipulate the current data sets
Taking a different approach this time around. Gonna be a bit more passive and allow Ryan to do Ryan and ONLY focus on what the asks of me actually are.
TLDR is according to Ryan, Cam has the expectation for the CRM to also do what Leadspedia does, and Ryan is very stirred up about it.
Interesting...couldn't help but notice that for the first 15 minutes the only words you got in were one word acknowledgements.
I imagine the Leadspedia angle makes it much more complicated.
Took notes on requirements as of right now, and wrote a 5000+ character AI query to determine how long it will take / how much money it will cost based on historical knowledge of existing software projects..
You know I'm not a fan of AI for everything, but it's very much a gives what it gets kind of thing so I want to believe this is more accurate than any other estimate we've gotten so far..
Full analysis results: https://docs.google.com/document/d/12xzKlZ1iLeGSf2-Wl-oaRKb4qIF6_S9uxo21LMpMJHw/edit?usp=sharing
Summary: ā¢ Timeline: 42-54 months (3.5 to 4.5 years) ā¢ Total Cost: $3,500,000 - $4,500,000 (and potentially higher) ā¢ Estimated monthly maintenance costs: Considering 1-3 full time engineers, Google Cloud Platform (GCP), and hardware, estimated monthly maintenance costs range from approximately $13,700 to $67,500. This is a broad range, and the actual cost will depend on factors like the number of engineers, GCP usage, hardware choices, and the complexity of the AI and security components. It's crucial to get detailed cost estimates from GCP and hardware vendors for a more accurate projection.
Finally got the Current AND what Leadcomplete operational flows would look like done- tossing it your way for visibility
I have a Drs appointment this morning for 9:30 that I'm heading out the door for now, but im all good to come in after, or just knock out stuff from home like before- completely up to you!
Heads up, need to update you on ryan stuff. Edward will likely need to as well
plan to have Paylocity forever in your approach to financials
Sounds like a plan! Thanks for digging into that for me
The idea I had on my lunch walk worked- we can now track case type revenue rates and refer to them historically!
This gives us the ability to associate any status change with all of the PCTID data. Get the rest set up and we should be able to see exactly how much that status change cost us in commission, and how much we "sell" that status change for to get a clearer look at our financials.
Reguarding that lead timeline request you made earlier- I skipped lunch and grinded through on it- made some awesome progress
Good morning! Today is a all day meetings with Ryan kind of day (HtFU CRM projectļ¼ and financials back to back) so I'm going to knock it out remotely like we talked about before if that's okay.
This cannot become a regular thing. If it is a must, ok today. HR and I are meeting with Brittany and her team today to reinforce no working from home.
No worries, I'll head on in~ Thank you for being clear with me about it! Thought it would be easier because I know the remote meetings can kind of dominate the office space. I appreciate knowing and being told directly if it's an issue š
Worked out, they all just got canceled except for one which got shorted a bunch haha
that "updating of metadata-values" is what broke it
RingCentral total handle time for February. Had to be pulled by users to get the entirety.
Just spoke with Cameron. He wants a call with us, Ryan and Tony. His words āmight be something, might not, but letās find out.ā
Iām waiting on an invite from him regarding Crump work, so Iāll wait to send out invite until after that is scheduled.
Thanks for the tag, for some reason did not get the inital notification
All the numbers are different this morning. It looks like somwone went in and changed them this morning.
https://lookerstudio.google.com/reporting/a6a0f187-1619-478c-b1c9-6412a9e769fd/page/p_vojobl6ytc
Please check with Zeke, Aidan and Edward to see if they were asked to do something this morning for Ryan and let me know.
Just got the Crump invite for noon. Will set up ours for after that
None of them say they changed anything. The numbers on that nearly doubled, and are a lot closer to what I believe is accurate now, but naturally I'm concerned that they just changed without any kind of prompt for anyone involved.
Can I ask you to send the invite? For 1PM, Cam, Ryan, Tony, you and me. Google meet included
Not sure if adding Rose is going too far, so weāll leave her out unless Cam says something
Go ahead and add Rose. Cam may not joint 1, but if we arenāt all aligned after this chat, he will be available after 3
Letās get March right and show the big number.
Sorry I missed your huddle, I was AFK talking to Edward and Aiden
Understandable, nobody likes to be told they did their job wrong- especially when it being wrong has a significant financial impact to the company.
That being said, all we can do is strive for accuracy moving forward. We just need to determine if we actually want to bill for secondary and what counts/ what does not so I can make sure whatever number I deliver is the one cam wants.
No action needed on your part ā just wanted to share some updates so youāre aware of the big items Iāve been working on this week:
Financial Log ā¢ No major communication with Ryan after our Monday meeting. ā¢ Made substantial improvements to the pipeline to optimize both data quality and processing costs. ā¢ Currently in the Data Validation stage for the "e-Sign Yesterday" metric for Ryan. ā¢ Developed a new testing process to detect lead imbalances between the old and new financial systems. ā¢ Built a semi-automated verification process to validate those imbalances. ā¢ I'm seeing significantly more leads that should qualify based on the criteria weāve been given. ā¢ I've asked for second opinions and clarification on the criteria, but haven't received any responses yet. ā¢ Scheduled an in-person meeting with Ryan for next Tuesday to discuss this. Five9 Support ā¢ Helped David troubleshoot an issue where numbers werenāt dialing through Five9. ā¢ Thereās concern that Five9 blocks numbers called more than 127 times. ā¢ I havenāt found evidence of this behavior yet, but I expect it might come up again. Dashboard Request: Inbound Call Metrics ā¢ Request came from Tony via Anthony, Christian, and David for reports on call and talk time for Inbound. ā¢ Made solid progress, but Looker Studio is struggling to process the volume of data involved. ā¢ Continuing to work on this while waiting for updates on the Financial Log items. Dashboard Request: Lead Contact Timing ā¢ New supervisor asked whether we can flag when people call leads before they hit "Send to Five9". ā¢ This is possible and, in my opinion, a worthwhile feature. ā¢ I let him know my current bandwidth is limited due to other priorities, but this could be a good project for Edward once he has capacity (e.g. after Flatirons and Ryan-related tasks). There were plenty of smaller items throughout the week, but these are the key highlights from my end. Hope you had a great week~ see you Tuesday!
DBT Admin is judging hard on our setup - (politely and professionally) telling us that It's all set up incorrectly
abari jabari1mcdonnell@gmail.com 7025730973
3/26/25
Kathleen Tort Intake Professionals 5170 Badura Ave Las Vegas, NV 89169
Subject: My Glorious Exit from the Circus
Dear Kathleen,
After much thought (and a lot of deep sighing), I have decided to formally resign from my position at Tort Intake Professionals, effective 3/28/25.
Working here has been an experience one that has sharpened my ability to navigate undocumented policies, endure impromptu photo ops without consent, and master the art of receiving feedback via office gossip instead of direct coaching. I have had the privilege of operating in an environment where veteran employees treat mistakes like career opportunities (for them, not the person who made the mistake), and where competition is less about performance and more about who's dealt the better hand in the bad-lead lottery.
Management proudly touts an open-door policy, but in reality, it's more of an open-floor policy where employee performance, concerns, and careers are openly dissected right in the middle of the office for maximum public entertainment. Why waste time on professional one-on-one conversations when you can broadcast critiques like a live workplace drama? The level of unprofessionalism is truly groundbreaking.
I have often heard the phrase, maybe this isn't the right place for you thrown around as a catch-all excuse for why things never improve. It's a convenient way to dismiss real concerns without accountability, as if the problem is that employees just don't fit in rather than the reality that the culture thrives on inconsistency, favoritism, and blurred ethical lines. If the right fit means accepting workplace gossip as professional communication, competing on an uneven playing field, and pretending that lack of documentation is a feature, not a bug then you're absolutely right. This isn't the place for me.
And let's talk about competition for a moment. True competition drives people to be better, to push themselves and their peers toward excellence in a way that benefits the entire team. It's built on skill, innovation, and hard work not on tearing others down just to get a step ahead. But what thrives here is not competition it's a 1994 crabs-in-a-bucket mentality, where the moment someone tries to climb higher, others scramble to pull them back down. Instead of fostering growth, this culture rewards those who sabotage, backstab, or manipulate their way to the top. That's not competition; that's survival at the expense of progress. And frankly, I have no interest in playing that game.
And speaking of things that should be done professionally, documentation. Or, in this case, the complete and utter absence of it. Any well-run business knows that communication between employees and management should be documented not just for clarity, but to prevent the inevitable game of corporate telephone where today's verbal agreement turns into tomorrow's I never said that. Yet here, conversations vanish into thin air faster than accountability at a leadership meeting. No records, no paper trail, just a whole lot of I don't recall saying that. It's truly a marvel how policy can shift depending on what's asking, what mood management is in, and whether Mercury is in retrograde.
Now, credit where credit is due: the pay has been solid. It's just a shame that financial compensation was the only consistent thing about this job. The real prize has been the invaluable lesson that success in some workplaces isn't about skill or integrity it's about how well you can navigate chaos with a forced smile.
So, I'll take my skills (and my sanity) elsewhere, but I do wish the best to my former coworkers especially the ones who actually believe in teamwork and not just survival of the fittest. To everyone else, may your next clandestine hallway gossip session be as productive as the coaching meetings we never had.
Sincerely (and finally, freely), Jabari
After hearing back from Ryan and Cam, let me know how much time you see the remaining tasks for financials taking. Also, how much you can put towards the forecasting and other TIP projects upcoming that we talked about Friday.
Separately, I think I am done freezing in this office. Whomever you called to get the AC on, please dial it back.
It is entirely dependent on what those tasks for Ryan are and how they change over time. At this point, if the only thing I'm doing is helping Brian with a history table, I need to see where he's at
Sharing code for history logs could be done by EOD but it depends on how much help Brian needs. If it's a complete build, that can take a few days of dedicated focus time.
If Ryan wants me to build additional pipelines, we need exact requirements documented so I can give an estimation
IT discovered our AC is the two offices on PD side, and the entire kitchen/entrance area. I asked and they turned it up a little bit
Before I brought it up, Thermostat was not on at all which is why it was so hot
Plan at the moment is to allocate all my time to the Staffing Needs Project, and setting up infrastructure so TIP projects can be backed up and tracked. (Things like TIP GitHub, Getting TIP operations people the permissions they need to work on TIP projects, Building code backups for the commission stuff, ect)
If I am understanding this right, and I'm going to clarify..
This is potentially months more of work. He has only ever talked about retainer e-sign billing, now we are doing everything??
So yeah, building a whole new billing system
I need to look at how his data is structured. IF it is set up as clean as he is saying, maybe a week or two, but this is not straightforward. If it is not, that's where it can take months. Going to keep digging.
Just went to a Data engineer meetup where we talked about current issues we are facing and talk about it as a group.
I brought up attempting to predict staffing needs for dynamically shifting workloads (never confidently knowing if a campaign is going to pop off or not) and came up with some pretty good ideas.
We build staffing for incoming calls off of a standard like we talked about, but if we find that we get hard spikes that we would need the 100 or whatever agents, that doesn't make sense to staff around full time... We supplement that with a 'charge by usage' set of specially trained AI agents. That way we don't miss a call, we still have a fully human staff as needed, and since a bunch of incoming calls end up getting transferred anyway, the time with an AI agent is limited.
I'm going to a training later where we build specialized AI agents so I can get my feet under me just how possible this is
Hey there, had a great time at the conference and picked up a lot but I picked up a fever in the process that's kicking me pretty hard. I was hoping it would resolve by this morning but I guess not. If possible, I would like to use one of my PTO days as a sick day today.
No worries, feel better. Approved the request in Paylocity just now.
What level are we hiring for the flatirons engineer?
I can recommend specific coding problems to interview on, but I want to make sure they are appropriate for what expertise level we are looking for.
I have no way of knowing when agents/tony randomly decide to change a lead from one contract to another.
I have told him that many times. It's not documented.
yes. It isn't as many as you might think though
ask if this is part of what Zeke should be doing?
I don't think Ryan will receive that well
I wasn't aware it was now part of us to keep track of all of shields contracts..
I guess that part only matters to Darrell and not for what you are buidling
what is this 'daily call report' that is set up in LR to go to you and Ryan? is it necessary?
Doesn't ring a bell off the top of my head
The only call report I get daily in my email is from five9, so I want to say it is likely not necessary
can you check to see what you get at 2:30AM PST or shortly thereafter and forward it to me?
Stepped out to go to lunch and immediately got pulled into 2 things back to back. Just going to lunch now
I'm building out the code to get that full financial view we discussed and have a few questions.
To ensure my questions make sense, I have provided a screenshot of the current status of the full financial view as of now, and an explanation of how a few of the columns work:
ā¢ sumofexpenses is a sum total of everything on monthly expenses table, by month. ā¢ revenueperlead is a sum total of the iocasetypebillable rate, and talktimerevenueinUSD, per lead. divided by totalbillableleadcount ā¢ profitperlead is costperlead - revenueper_lead With all of that in mind, here are my questions:
- What should we do about agent commission?
a. Currently there is nothing in our system that correctly tracks agent commission.
b. We can build out a system, but it's complex because of spiffs, and is handled entirely by Anthony's team and Tony in Excel.
c. Getting a true look at agent commission has been attempted to achieve before, but kept getting pushed back for other projects. - How should we handle / divide monthlyexpenses? a. I imagine that Shield and TIP share monthly expenses, but do not know the split, so this is the entirety of the iomonthly_expenses table.
- What other columns / fields should I be adding? Please provide a detailed description of how that column should work.
- What other modifications need to be done for this to reflect accurately? a. Please provide modifications written with details so I can ensure they are included and not forgotten.
Heads up for ya- I was requested by Mal to help on a dashboard for Doug. We had a meeting that started early this morning and I'm building out a flow for the project now
Your request for today is approved. I guess I didnāt click on all 3 reqs when I got the notifications yesterday.
https://www.plnkfitness.com/workout
.csv of all the List Details (with some tweaks to data points) to show what is in the dialer. it includes active and finalized leads. can discuss
Is it alright if I check your cupboard for some Airborne? I'm feeling alright surprisingly but Laura just texted me she's feeling sick and I wanna catch it now rather than pass it around if I can
If empty , I can bring some stuff in tomorrow
Lets set up an official meeting with Christian, you and I, no Anthony. We need to figure out an official move over date, get Christian on this side of the office and document who reports to who.
I haven't had an opportunity to speak to him privately because Anthony self inserts but I'm getting the impression that Christian is over Anthonys handprints on his work.
Just walked over to Christian to talk about the commission stuff and he was receptive and objective focused untilAnthony inserted himself again. He means well but he's making things more difficult through speaking over us about his own self importance and how everything falls on him and nobody helps, rather than listening or actually reading anything sent to him.
It's been a problem, but it's getting to a point where it's becoming impossible to get things done unless we draw clear boundaries soon.
Minutes after sending that message, Anthony had Christian request I give him edit access to my data requirements page.
There is no reason to need edit access on this. Either they can provide those, or not.
Don't give anything to Anthony. I set up the meeting with Sr. Leaders for Tuesday. He won't (and shouldn't) be a part of it.
I'm stepping out for my wife's end-of-school-year function shortly. I'll still check Slacks and texts if anything comes up. Have a nice holiday weekend!
Updating the inital tables will be easy, but because this is one of our "sources" of data, there is a huge of scheduled code that runs that reference that table, and create new tables, each with their own schema that may have to be updated.
So each piece of code, that touches it will need to change as well. Doable, but gonna lock me down for a bit.
Sounds like Joe and Ryan ran away with the AI idea like we thought. We can blab more tomorrow but I'm curious what Cam thought the AI initiative was.
Huh.. Well then:
Pre-Trans Union Results: (( All Calls in Five9 Prior to March 10th ))
Successful Contact Rate: {'12.92%'} Unsuccessful Contact Count: {359230} Successful Contact Count: {53278}
Post-Trans Union Results: (( All Calls in Five9 AFTER March 10th ))
Successful Contact Rate: {'6.85%'} Unsuccessful Contact Count: {1943820} Successful Contact Count: {142965}
Looks like Brand new numbers from Five9 did us some good.
Next week I will run analysis on call type and see if maybe we did significantly more of any particular call type that may have contributed to this.
That is interesting. Iāll double check the date to make sure 3/10 is correct for the change too. Maybe had we just stayed with the plan to switch ANI groups every M-W-F we would have been all good.
Heyo- Still getting the fires out, just saw the meeting for 1 with Proserv? I should be good by then, but I don't think I've heard of them before
Thankfully I had the blueprints of what we needed already set up
Just sent you access to https://lookerstudio.google.com/reporting/ed69cf3c-76a6-47d2-a82f-30f684dd5359
Ryan requested I set it up like this to limit information for media buyers
Hey, Proserv is Law Ruler. They were bought out by ProfitSolv. There is a possibility that all the CSP data will have to be recovered for a campaign and re-applied into the cases, so there may be a need or may not on your part. I'm hoping that LR can provide an update prior to the meeting with a solution to avoid needing the call, but we'll see.
apologies for not being in office btw, I was about to hop in the shower when my phone started blowing up
It's fine. As long as things are getting handled. Not a great way to start a Monday when things are on fire.
Yeah, the TLDR from what I understand is something happened where Zapier wasn't able to decipher case names on certain things and because of that Cam and his media buyers couldn't see what contracts were working well
so I used the systems I already built to make them an alternative and I'm testing it now
Was that the same issue we were discussing like 2 weeks ago with the customIDS??
Yes. They fixed the root cause on Friday night, but didn't correct all the data.
Gotcha'
I'm still digging away at this update to fix cams stuff. With changing the LR data to 15 minutes from an hour I need to audit every code piece and make sure nothing will ever have to run for more than 15 minutes
Gotcha'
I'm still digging away at this update to fix cams stuff. With changing the LR data to 15 minutes from an hour I need to audit every code piece and make sure nothing will ever have to run for more than 15 minutes
Which means optimizing some code we already have, and testing to make sure things don't break.
I hate to add to everything, but we have a new P0 to tackle for early tomorrow morning. Let me know when you can have a call
regarding Lead Complete and the new CRM.
Gimme a few to get to a stopping point on this code block and I'll message you
I'm going to take 10-15 and walk a bit and I'll be back
Okay got that code block done, I can hop on when you're ready
Thanks, just sent an invite with link
1671 Manual Calls since the start of the month, where the campaign selected in Five9, does not match the campaign the lead belongs to in Lawruler
39,167 Manual Dials 21,323 Manual Dials with the incorrect Campaign selected
Meaning that we are incorrectly billing clients on talk time minutes for 55% of all Manual Dials
Since the 1st of the month we have had: ā¢ $28,370 of revenue potentially being billed to the wrong clients on our $2 a minute average. ā¢ 21,323 Manual Dials with the incorrect Campaign selected (55% of all manual Dials being done incorrectly.) ā¢ 14,185 Incorrectly placed talk time minutes due to the call center not doing what they need to do and selecting the incorrect campaigns because agents are trying to be "Competitive"
Since the 1st of the month we have had: ā¢ $28,370 of revenue potentially being billed to the wrong clients on our $2 a minute average. ā¢ 21,323 Manual Dials with the incorrect Campaign selected (55% of all manual Dials being done incorrectly.) ā¢ 14,185 Incorrectly placed talk time minutes due to the call center not doing what they need to do and selecting the incorrect campaigns because agents are trying to be "Competitive"
https://www.trainsmartinc.com/developing-training-to-reflect-disc-personality-test/
I'm gonna head out After lunch, like we talked about so I can beat some of the traffic. I'll have my laptop / phone on me and my sister will be driving so if you need anything let me know, I can hot spot from my phone to send things over as needed
Note these are only these two numbers: 6017141050 6513098456
7022134816 4043691477 2143071994 4805353251 4439270028 3132282315 8432647373 4805354419 2162365651 7025290290 2073052484 7018290626 7024258731 6017141050 6513098456
Getting quite a few new tasks today, Nothing I can't handle but I wanted to throw it on your radar I am now doing Leadcomplete asks for Joe, Sphere, and Ryan, as well as additional financial asks from Cam and Mark through Ryan
Getting quite a few new tasks today, Nothing I can't handle but I wanted to throw it on your radar I am now doing Leadcomplete asks for Joe, Sphere, and Ryan, as well as additional financial asks from Cam and Mark through Ryan
Looks like we are getting rid of the "talk time costs" for May and June for some reason. Still going to be tracking it, but they want to stop charging for it?
Sat down for some lunch at the coffee shop and Ryan needed some work done ASAP so I'm grinding that out now from here
I think we need to talk about your schedule again this afternoon. Shouldn't take long, so no invite necessary.
Sure thing- Is it alright if I finish out this project from where I am out and then head back? Should take about an hour from what I am seeing so far
Actually- found an easier way to do it that I think will work. I'll test this and head back
Edward is struggling through the Flatirons and the talk time billing amount as well.
Omw back, I talked to him a bit earlier about it, but I'll re-sync with him and see where he's getting stuck
I figured out the talk time thing for edward- I'm having him go through the whole process with me here so we can make sure he's set.
GDPR is the global standard for data protections - If we want to make sure we aren't breaking the law here in the US, it's a good guide to follow. If we ever plan on expanding globally, We need make sure we check all the boxes.
There are so many lost looking nerds at this thai place lol
Apologies for hitting you up on the weekend, Ryan has been reaching out all weekend for changes to the dashboards he made.
I let him know I am currently driving home from California and can take care of it when I get back, but as usual he doesn't listen, or pay attention.
If he needs something done. He needs to be able to clearly and concisely say what it is he wants, or he needs to hire a project manager. he's a grown man. Its exhausting trying to read his mind and deal with the consequences.
Hey, just reading this now. Was there a follow-up Slack or email with what it is that he is looking for?
Just "fix the dashboards", but the dashboards are only broken because he built while using incomplete data set, without telling anyone. I'm making it a goal of mine to figure out out today, but I'll let you know more later.
https://www.youtube.com/watch?v=3ZTGwcHQfLY
Just for transparency- working with Mcfadden on Ryan requests.
So you're aware of communication with cam/ryan reguarding Marc asks
thanks for sharing. does this mean that we need coordinate all data-platform owners to audit the time zones asap?
It depends how much a priority they want to make this. Our stuff is presenting correctly at the moment, and if they view the data set after hours they just have to filter by the exact date, instead of "yesterday"
All of this stems from a 8pm text from marc. It shouldn't take priority but it's not my decision. Auditing all existing data sources is something we have needed to do for a very long time and never took priority.
All of this stems from a 8pm text from marc. It shouldn't take priority but it's not my decision. Auditing all existing data sources is something we have needed to do for a very long time and never took priority.
That's why I threw it into the groupchat with Cam, so we can get input
I imagine it isn't as straightforward as changing the platforms settings for time zones and it will take several people to change all of their code that feeds into DBs and dashboards, right?
Hirst, Vaspra, Scott, Surwill, McFadden, you should be it, right?
Assuming that everyone remembers or has documented every source, yes. I have all of mine in UTC already. I trust Dustin to handle his, it's Ryans data that goes through 10 layers of "???" that I am concerned about
ok, but if everyone else has theirs right, then pressure is on him to conform (or ask for help to redo his work)
Thinking about it, it may be best to take a step back, and talk to our google rep to see if theres another way to do this that we may be missing
this feels like the case type names all over again. it took 6-8 people in a room for a couple hours, then everyone acted right
I don't think anyone would say this isn't the right move to fix it now
Especially with data standards being put in soon
I hope to get signoff from everyone on those standards without a fight- and plan on using the sphere timeline to be the thing that prevents the fight
Thanks for the great breakdown in the Shelly email
In Law Ruler... Setup > Manage Users > User Management
there aren't groupings of skills that can be applied, it is strictly one at a time. some permissions trigger others as well.
Note it has full names on it to check for tests and such, so remove that column before sending if need be
Second sheet is the status's we are looking for
going to look at the live call lists for today instead of MTD and see how the Five9 queue looks
Ok, so I think I have the second list ready for Joe and Transunion. We have over 10K active leads to dial, which makes sense since we have had so many new campaigns including soup and some other high volume lists coming into play since 6/10.
Will go through your return list now
If it would be beneficial I can remove all of the leads from the list I sent you, from the list for Joe. We would just need the 'second list' to have lead_ids and it should be a relatively easy cleanup
I think I want to leave them in there for the TransUnion review. I'd like to see what they return as far as variance in the ideal call times.
I'll add you to my email to Joe this go round
Heard back from Sobo, and they are implementing a new way of dialing that about doubles the amount of calls we put out. They also went ahead and put in "Master" campaigns rather than selecting the correct campaign..
to take on other people's business and make that a service. same as Lead Complete SAAS
I need to check validity because some stuff broke with call center changes since I made it, but here: https://shieldlegal.cloud.looker.com/dashboards/127?Show+Intake+Leads+Only+%28Exclude+Secondaries%29=Yes&Show+Secondary+Interview+Leads+Only=No&Primary+Client+Firm=&Specific+Tort+Type=&Marketing+Source=&Lawruler+Lead+Create+DateTime=&Specific+Lawruler+Campaign=&Broad+Tort+Type=&Lawruler+Lead+Create+Day+Date=90+day|https://shieldlegal.cloud.looker.com/dashboards/127?Show+Intake+Leads+Only+%28Exclude+Secon[ā¦]&Broad+Tort+Type=&Lawruler+Lead+Create+Day+Date=90+day
Sorry- This new PC randomly disconnects all of my bluetooth devices without warning
Hey, remember when I said that I was getting one-line errors in Looker....
{"message":"Invalid filter: all_law_ruler_leads_with_enrichment.lawruler_lead_create_time","documentation_url":"<https://cloud.google.com/looker/docs/>"}
this is what I get when I try to download the data in a table I filtered for...
Interesting- Let's try and duplicate the issue together, The error cites an issue with the "Lawruler Lead Create Time" but I'm not sure why it would be fine to see in a table, but break when it's attempted to be downloaded
Please Test again- I believe it should be good but want to check for any issues.
I think the issue was because Looker Enterprise was trying to change the timezone of the create date from UTC to the timezone of whoever is viewing it.
The way their system is coded treats it as a timestamp conversion instead of a datetime. I converted the data typing at the source before it hits looker and it seems to be working now
Please Test again- I believe it should be good but want to check for any issues.
I think the issue was because Looker Enterprise was trying to change the timezone of the create date from UTC to the timezone of whoever is viewing it.
The way their system is coded treats it as a timestamp conversion instead of a datetime. I converted the data typing at the source before it hits looker and it seems to be working now
Just so it's on your radar- Looks like the call center is bringing back Manual Dialing more every day since we "stopped".
WWITH badips AS (
SELECT DISTINCT
leadID,
ip_address,
email_address,
phone_home
FROM `shield-legal-bi.leadspedia.all_leads`
WHERE REGEXP_REPLACE(COALESCE(phone_home, ''), r'[^0-9]', '') LIKE '%7024186386%'
),
all_lawruler_leads AS (
SELECT
-- Example: flatten known arrays to strings
ARRAY_TO_STRING(partner_firms, ', ') AS partner_firms_str,
ARRAY_TO_STRING(campaign_tags, ', ') AS campaign_tags_str,
-- Keep all other fields except original arrays
** EXCEPT(partner_firms, campaign_tags)
FROM `tort-intake-professionals.tip_ops_dashboards.All_LawRuler_Leads_With_Enrichment`
)
SELECT
a.**,
b.**
FROM all_lawruler_leads AS a
JOIN badips AS b
ON (
COALESCE(b.leadID, '') != ''
AND COALESCE(a.Leadspedia_lead_id, '') != ''
AND b.leadID = a.Leadspedia_lead_id
)
OR (
COALESCE(b.email_address, '') != ''
AND COALESCE(a.lead_email, '') != ''
AND b.email_address = a.lead_email
)
OR (
COALESCE(b.phone_home, '') != ''
AND COALESCE(a.contact_cellphone, '') != ''
AND b.phone_home = a.contact_cellphone
)
WHERE a.is_currently_billable = FALSE;
WWITH badips AS (
SELECT DISTINCT
leadID,
ip_address,
email_address,
phone_home
FROM `shield-legal-bi.leadspedia.all_leads`
WHERE REGEXP_REPLACE(COALESCE(phone_home, ''), r'[^0-9]', '') LIKE '%7024186386%'
),
all_lawruler_leads AS (
SELECT
-- Example: flatten known arrays to strings
ARRAY_TO_STRING(partner_firms, ', ') AS partner_firms_str,
ARRAY_TO_STRING(campaign_tags, ', ') AS campaign_tags_str,
-- Keep all other fields except original arrays
** EXCEPT(partner_firms, campaign_tags)
FROM `tort-intake-professionals.tip_ops_dashboards.All_LawRuler_Leads_With_Enrichment`
)
SELECT
a.**,
b.**
FROM all_lawruler_leads AS a
JOIN badips AS b
ON (
COALESCE(b.leadID, '') != ''
AND COALESCE(a.Leadspedia_lead_id, '') != ''
AND b.leadID = a.Leadspedia_lead_id
)
OR (
COALESCE(b.email_address, '') != ''
AND COALESCE(a.lead_email, '') != ''
AND b.email_address = a.lead_email
)
OR (
COALESCE(b.phone_home, '') != ''
AND COALESCE(a.contact_cellphone, '') != ''
AND b.phone_home = a.contact_cellphone
)
WHERE a.is_currently_billable = FALSE;
From that one source.
-- altcode
WITH badips AS (
SELECT DISTINCT
leadID,
ip_address,
email_address,
phone_home
FROM `shield-legal-bi.leadspedia.all_leads`
WHERE REGEXP_REPLACE(COALESCE(phone_home, ''), r'[^0-9]', '') LIKE '%7024186386%'
),
all_lawruler_leads AS (
SELECT
**
FROM `tort-intake-professionals.tip_ops_dashboards.All_LawRuler_Leads_With_Enrichment`
)
SELECT
a.**,
b.**
FROM all_lawruler_leads AS a
JOIN badips AS b
ON (
COALESCE(b.leadID, '') != ''
AND COALESCE(a.Leadspedia_lead_id, '') != ''
AND b.leadID = a.Leadspedia_lead_id
)
OR (
COALESCE(b.email_address, '') != ''
AND COALESCE(a.lead_email, '') != ''
AND b.email_address = a.lead_email
)
OR (
COALESCE(b.phone_home, '') != ''
AND COALESCE(a.contact_cellphone, '') != ''
AND b.phone_home = a.contact_cellphone
)
-- WHERE a.is_currently_billable = FALSE
From that one source.
-- altcode
WITH badips AS (
SELECT DISTINCT
leadID,
ip_address,
email_address,
phone_home
FROM `shield-legal-bi.leadspedia.all_leads`
WHERE REGEXP_REPLACE(COALESCE(phone_home, ''), r'[^0-9]', '') LIKE '%7024186386%'
),
all_lawruler_leads AS (
SELECT
**
FROM `tort-intake-professionals.tip_ops_dashboards.All_LawRuler_Leads_With_Enrichment`
)
SELECT
a.**,
b.**
FROM all_lawruler_leads AS a
JOIN badips AS b
ON (
COALESCE(b.leadID, '') != ''
AND COALESCE(a.Leadspedia_lead_id, '') != ''
AND b.leadID = a.Leadspedia_lead_id
)
OR (
COALESCE(b.email_address, '') != ''
AND COALESCE(a.lead_email, '') != ''
AND b.email_address = a.lead_email
)
OR (
COALESCE(b.phone_home, '') != ''
AND COALESCE(a.contact_cellphone, '') != ''
AND b.phone_home = a.contact_cellphone
)
-- WHERE a.is_currently_billable = FALSE
That is nuts. We should check with Maniora to see if he can see the blocked leads from the platform too. Iām curious about when/how they are truly blocked from entering LR
Just finished speaking to Carter about it- we can pick up on it tomorrow and decide how to handle blocking correctly
A large amount of the leads have a DNC status so I wonder if it's one of those. "do not call list violation" farmers
NEC Baby Formula 2 - AWKO - AWKO - Shield Legal
Case Title
Notes
Beaudry, Breanna A. -
I should have recalled that from the lion pics in the call center channel yesterday
Did you catch how he casually had the wrong price entered for campaigns again?
Apologies for the very late message, sending on slack so this doesn't wake you up.
I have what I think is either food poisoning, or some kind of vicious stomach bug. Was hoping it would get better all day and has not-
I have 2 meetings tomorrow (Monday) that I can definitely still attend (all people involved are remote) but it doesn't make sense in my current state to try and be in the office.
I attempted to put in PTO for a sick day but there is an issue with my account where it is not allowing me to do so.
I'll give you a call in the AM but I wanted to give you a heads up since I know you wake up pretty early and check slack
Screenshots attached to show paylocity issue
FYI- still working with Ryan today. He has important "Critical" dashboard requests for Marc
Ok, he messaged me asking for you and I told him you were sick. Sorry things popped up.
Do you know of any way to track the location of an agent in Five9 records, similar to how we have the LV / PHX in Lawruler?
Do you know of any way to track the location of an agent in Five9 records, similar to how we have the LV / PHX in Lawruler?
I mean, we can change everyone's name for sure, but let me see if we can do a location-based configuration that is a little more clean. Will look at it now...
I created tags within the admin console. We could apply these to all users instead of changing usernames. Have you seen that data point before?
The 'locale' is another option, but I haven't figured out how to edit that (if I even can). That would be the ideal way from what I can see.
I have not- but I'll look into them! Thank you
Just saw that email you sent out- Thank you
45 calls to a lead in 2 minutes, after we got ahold of them on the first call but it dropped. (and signs of people stocking leads)
If they don't respond quickly, then I will ask the dialer admins to apply the tags.
I shared this with the group that was in the dashboard training Friday
Spoke to Christian, and he explained Locale was for language of the agent, not location
it is, but EN-US is the only option. we should be able to add EN-LV and EN-PHX
Got the response from Delk after letting them know what I saw on the dashboard and how to find it.. OOPh
I did reference this topic with Carter and Joe in a meeting earlier. Joe is preparing to address several things around the office this week he said, including this practice and the denial in acceptance and action to remedy it in the call center. I'm sending a summary of this lead as a use case for him to reference if he wants to. I'll cc you on it.
I appreciate you digging in on this. I was genuinely hoping that being able to see it happen in close to real time would make a difference. I was not expecting that reaction from Delk after how open he seemed on Friday
Just noticed it's Quincy 9 times in a row.. Any idea why they might be calling for 2 seconds, hanging up, and immediately calling again?
no one else replied in that thread, right?
hope you are actually getting some rest there
Eh kinda- Got started on the Ryan thing and that had requests that span a few people, then got pulled into the project convos with CC and Chris, so I'm just all the things that I've been needing to do but require more focus.
I think it's a stomach bug, so not something I can't work through, but just something that people might not want me working through around them lol
Eh kinda- Got started on the Ryan thing and that had requests that span a few people, then got pulled into the project convos with CC and Chris, so I'm just all the things that I've been needing to do but require more focus.
I think it's a stomach bug, so not something I can't work through, but just something that people might not want me working through around them lol
Love the way you broke down the data in that email
https://www.youtube.com/watch?v=_nTpsv9PNqo When you get a few free minutes
https://www.youtube.com/watch?v=_nTpsv9PNqo When you get a few free minutes