URA & Reporting Priorities

## **Ongoing Customer and Operational Challenges** The meeting opened with a discussion of persistent external and internal operational pressures. A significant, long-standing issue with a customer who has not paid a substantial debt for over a year was highlighted, exemplifying ongoing accounts receivable challenges. Furthermore, a recurring theme was the influx of complaints and data inconsistency issues from various teams, particularly as they conduct month-end reporting, which is putting a strain on resources. There is also concern about client retention, with specific mentions of threats from customers like "Ascension" and "Apex" potentially dropping services, though "Sheets" was noted as a more understanding long-term client. Operationally, there are questions about the efficiency and focus of the operator assigned to the "Sheets" account, with observations that the workload metrics may not reflect productive output. ## **Updates on Technical Projects and Processes** A primary focus was the status of several key technical initiatives aimed at improving data handling and reporting. The implementation of a new template for processing data is complete; however, the current effort is focused on cleaning up thousands of redundant line items in the build templates created over recent months, a task that requires careful validation to avoid deleting necessary data. Concurrently, credential management system updates are slated for completion within the week, which will provide a user interface for reviewing and updating access credentials. - **Template Implementation & Guardrails:** The new data ingestion template is in place. A major related task is the cleanup of accumulated build template line items, with work targeted for completion this week. A recognized risk is that the AI may sometimes ignore the provided template, so plans are being made to establish guardrails and a review process for such exceptions, though the high volume of data poses a challenge for manual oversight. - **Credential Management:** A UI for credential management is nearing completion and expected to be finalized within the week. ## **Prioritization of Analytical Reports** A significant portion of the conversation centered on prioritizing the development of several analytical reports to improve visibility and operational control. The "Arcadia Report" (internally named for tracking purposes) was given top priority as it is deemed essential for identifying missing bills-a critical gap in current processes. A "Missing Bills Report" is also needed and is considered a quicker development task. Additionally, there are two other dashboard requirements that require weekly maintenance. The approach moving forward is to formalize a prioritized list of all report development work to manage expectations and streamline the workflow for the data engineering team. - **Arcadia Report (Top Priority):** This report is considered the fundamental tool for tracking actual missing bills, addressing a core operational blind spot. - **Missing Bills Report:** This is identified as a simpler, quicker report to develop in parallel. - **Formalized Prioritization:** To manage the constant influx of reporting requests, a comprehensive and prioritized list of all required reports and dashboards will be circulated to align the team and set clear expectations for delivery timelines. ## **Internal Communication and Alignment Issues** Friction and misalignment within the broader organization were a notable topic. An incident was recounted where a manager, several levels removed, publicly expressed a lack of awareness about ongoing projects and releases, despite a recent comprehensive year-end review meeting that covered these exact topics. This has prompted a decision to institute more frequent, structured communication, such as a dedicated monthly meeting, to keep that part of the organization informed. The discussion also touched on a separate communication issue with another team ("Ura"), where key representatives have stopped attending meetings, leading to information silos. ## **Specific Action Items and Follow-ups** The meeting concluded with plans to address several specific pending items. Immediate follow-ups are required with data engineers "Ruben" and "Jay" regarding a "linking pairing" issue for a client, as a previous meeting was missed. Furthermore, an email from "Jennifer" regarding data cleaning for "Exponent" needs to be reviewed and addressed, with clarification needed on whether it relates to previously discussed work. The team is also working through a list of client accounts that need attention before the end of the month.