📅 2025-10-28 — Session: Comprehensive Operational and Technical Session Review
🕒 17:00–20:45
🏷️ Labels: Automation, Project Management, Data Pipeline, Lead Conversion, File Management
📂 Project: Business
Session Goal:
The session aimed to stabilize operations across various domains, enhance automation, and ensure clear priorities among projects. It also focused on technical improvements in data processing, lead conversion, and codebase management.
Key Activities:
- Developed a weekly operational plan to enhance efficiency and prioritize tasks.
- Outlined a file renaming and migration strategy for statements and payments.
- Created an action plan for converting social media impressions into leads.
- Designed an operational plan for LinkedIn networking and data export to CRM.
- Conducted a risk assessment for data pipelines and proposed reliability improvements.
- Reviewed and reorganized codebase for better separation of concerns and testing.
- Proposed refactoring of ETL functions and financial notebooks for improved data quality.
- Suggested improvements for accounting systems and data lake script refactoring.
Achievements:
- Established clear operational and technical strategies for automation and project management.
- Identified key areas for improvement in data handling and lead conversion processes.
- Provided actionable plans and templates for immediate implementation.
Pending Tasks:
- Implement the proposed refactoring of scripts into the
finlakepackage. - Complete the reorganization of the codebase and verify testing protocols.
- Finalize the migration of files and ensure compliance with the new directory structure.