Cameron Rentch (cameron@internetthings.com)
2025-01-27 10:27:59

@Nicholas McFadden @deleted-U04GZ79CPNG @Ryan Nick and Brittany. Top priority must reconcile and fix any issues with flatirons benchmarks and data Nick is providing. Please update me when resolved.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-27 10:29:22

@Cameron Rentch we will get it completed and notify you

🙏 Cameron Rentch
Cameron Rentch (cameron@internetthings.com)
2025-01-27 14:15:23

@Nicholas McFadden @deleted-U04GZ79CPNG any updates?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-27 14:21:36

We are in a meeting now reviewing the entire process from start to end.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-27 14:29:09

We are reviewing the steps Reporting and BI taking and documenting everything into an SOP. We are identifying the potential failure points internally/externally and trying to create notifications if something goes wrong. We have then identified things we need to change to make the entire process more automatic.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-27 14:29:59

We will need to have a conversation with JP at DL to make sure any changes he is making are relayed to us so it doesn't break anything

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-27 14:31:29

The google doc we are using to create the SOP/task list^^

Cameron Rentch (cameron@internetthings.com)
2025-01-27 16:53:25

@Nicholas McFadden ok is reporting updated and matching in data and benchmarks and have you sent email to Nancy and Dave with update?

deleted-U04GZ79CPNG
2025-01-27 16:55:11

@Cameron Rentch Reporting is updated through EOD Friday. We are working on updating with today's data we received from DL.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-27 17:19:03

@Cameron Rentch I have talked with Nancy and she has yet to go through the last update I sent. She asked to review later in the week to give her time to check that last update. We are updating this weeks data and implementing some of the things we identified in our meeting. There will be some ongoing edits as we streamline and automate everything as discussed but we have our interim process established with QA checks today and tomorrow. I will then deliver this week’s update on Wednesday as established prior and review with Nancy at her convenience

deleted-U04GZ79CPNG
2025-01-27 21:03:16

@Cameron Rentch Flatirons benchmark is up to date

😎 Ryan
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-27 22:06:47

Thank you @deleted-U04GZ79CPNG!!

Cameron Rentch (cameron@internetthings.com)
2025-02-13 06:28:47

@Ryan @deleted-U04HFGHL4RW @Nicholas McFadden @deleted-U04GZ79CPNG

https://docs.google.com/spreadsheets/d/1_0hBFqBlEy0psqEbGNavbXk6ShwjgwZh6kLC449iXjY/edit?gid=0#gid=0

  1. open, look at all data
  2. entires highlighted in red, QA sign and decline
  3. Tony let Abe know, trigger rejections
  4. Ryan remove from financials
  5. Nick remove from flatirons data/etc
  6. Brittany - see separate slack to update pivot table
👍 Nicholas McFadden
Cameron Rentch (cameron@internetthings.com)
2025-02-13 07:57:12

also @deleted-U04GZ79CPNG can you please pull all PII from the above reporting and ensure this gets updated daily? Thanks

deleted-U04GZ79CPNG
2025-02-13 12:06:13

@Cameron Rentch The declines have been removed and the tables are updated. Aidan handles getting this updated as one of his first tasks every morning. We will remove the PII today and update our reporting to make sure it is removed going forward as well

Ryan (ryan@themedialab.agency)
2025-02-13 12:07:53

@deleted-U06C7A8PVLJ and I will get the LawRuler declines and have dashboards reconciled as our first daily task each morning as well @Cameron Rentch