Transcript

00:00:01 - [AMITY_SENDAMA]
How are you?

00:00:02 - [SCOTT_WARNER]
Good. How's it going?

00:00:06 - [AMITY_SENDAMA]
So let's see here. I yes. How did it go? It went okay. I got a little bit of information, so I'm looking at my notes. So it's not to be confirmed that they're starting a business venture. We don't know that. It's probable that they are start that Joe and Jeremy are going to do something together, but it has not been confirmed. They have not said that to anybody, so it's not public information if they are. What they were doing what what Ren was referencing to me is that they are planning to create a work shop. And they are looking for people to basically, like, rent space from the this workshop that they are going to create for, like, 700 a month. You, you know, can come there and, you know, do your work. So think of, like, the Shaper workshop Yeah. Out in San Francisco. And so it sounds like what their thought is is that they are going to take all of the equipment from the existing Shaper workshop and put it there. Now I'm not sure how they're gonna get it. They're gonna buy it from us, whatever. But the thought is that I that is what presumably that they think that they're going how they're going to get this place to to be a be a workshop. And so and then, obviously, that would be, like, a good recruiting ground and everything too for whatever they're gonna do next. But does that make sense? Like Yeah.

00:01:46 - [SCOTT_WARNER]
It does.

00:01:47 - [AMITY_SENDAMA]
Yeah. I mean, the way that Ryan described it is he's like he's like, I don't think he's like, there are shenanigans going on between Joe and Jeremy. Like but the same shenanigans that have always been going on with Shaper versus Festool. He's like, I don't feel like there's anything nefarious is what he said. But there are certainly shenanigans. And he said, you know, in regards to, like, the work so when we say workshop, there's two different like, there's the workshop and there's the they call it the workshop equipment. Right? The stuff the for the videos and everything?

00:02:33 - [SCOTT_WARNER]
That or there is actually a wood shop, so I guess I don't know which one they mean.

00:02:37 - [AMITY_SENDAMA]
The wood shop is what they're they're wanting to the workshop. And then what do they call the other, like

00:02:43 - [SCOTT_WARNER]
It's called we call it session stuff. It's Okay. What they call it.

00:02:47 - [AMITY_SENDAMA]
Yeah. But, I mean, I think the point of it is they're probably trying to get as much of the stuff as they can, they would probably like. And so I asked specifically on the server. I said, well, what is like, why would Jeremy not want us to have the server? And he's like, well, I think about it because he would want to buy the server, like, for his personal use or whatever. So, you know, so so it's like, there's not something, like, crazy going on. Maybe there isn't, but we need to be cautious. Yeah. And Brent definitely thinks we should bring the server and anything that has IP on it. Like, he agreed with that.

00:03:29 - [SCOTT_WARNER]
Okay. I I think that sounds fair and and reasonable. And, I mean, it's what we kinda think anyway, so I'm aligned. Oh, boy.

00:03:40 - [AMITY_SENDAMA]
Yeah. So Yeah. So, I mean, I I I don't know. I probably need to clarify then what I said with everybody. So

00:03:47 - [SCOTT_WARNER]
Yeah. I didn't really catch the whole deal, but, I mean, I I assumed it was kinda what we had talked about. So

00:03:52 - [AMITY_SENDAMA]
Yeah. So so I don't yeah. Anyways, what what's going on with you?

00:04:05 - [SCOTT_WARNER]
Let's see. Well, I had an interesting call with HQ Legal this morning on the AdaptDx project, and I just sent you an email. I sent you two, but it's the first one that's the one I'm talking about. So I I sent it early so you I could ask you to pull it up and look at it real quick.

00:04:27 - [AMITY_SENDAMA]
And then I apologize.

00:04:29 - [SCOTT_WARNER]
No. I I I knew you wouldn't have time to read it. So

00:04:32 - [AMITY_SENDAMA]
So wait. Which one?

00:04:34 - [SCOTT_WARNER]
New plans corporate structure. Okay. So give that a gander for a second.

00:04:41 - [AMITY_SENDAMA]
K. Okay. Can we look at it? Yeah. I can look yeah. But I also have a note from Patric that, I think, conflicts with what you're saying. So Patric says That said, we'll have to make sure we're somewhat comfortable with the closing balance provided by Shaper. Merging Shaper by 12.31 20.26 is our current goal, but let me know your thoughts on that. Regarding the merger, it currently seems we'll merge Schaper Inc. And TTS Holdings USA in order to utilize some of the 20,000,000 in accumulated tax losses. Any operational assets required will have to be carved out to Festool USA or TTS North America respectively will be considered in the current discussions of the TTS USA reorg.

00:06:58 - [SCOTT_WARNER]
That makes more sense than what I was told. I wonder if Oliver just didn't understand it.

00:07:06 - [AMITY_SENDAMA]
So let me ping this to you. So can we look at the the Yeah. Structure? So, basically, we would take all the assets out and give them to Festool USA or TTS North America as part of, like, the I don't know how they're gonna transact this. It's like a

00:07:44 - [SCOTT_WARNER]
Yeah.

00:07:44 - [AMITY_SENDAMA]
Purchase.

00:07:45 - [SCOTT_WARNER]
Gonna be kinda weird how we do I mean, you can just do a merger, but then Festool can't just inherit the assets. So we'll have to figure out what that looks like because TTS and and 20 of that's gonna probably be taxable anyways or 19.87 or whatever.

00:08:04 - [AMITY_SENDAMA]
Right.

00:08:08 - [SCOTT_WARNER]
That makes far more sense than what he was saying because I was like, man, that doesn't really make sense to me. But then when he said collapse Festool, then I was like, oh, okay. That kinda makes sense. So we can't collapse Festool into holdings. That does not make sense because you need

00:08:23 - [AMITY_SENDAMA]
a

00:08:24 - [SCOTT_WARNER]
unique blocker.

00:08:26 - [AMITY_SENDAMA]
So where are they wanting to collapse Festool?

00:08:28 - [SCOTT_WARNER]
Well, it kinda depends on which one we're which one is right. Hold on. Gotta move the Well,

00:08:37 - [AMITY_SENDAMA]
says any operational assets required will have to be carved out to USA or North America and will be considered in the current discussions of The US Reorg.

00:08:51 - [SCOTT_WARNER]
Turn off the thing and then draw. So hold on. Let me let me I don't have chat open.

00:09:02 - [AMITY_SENDAMA]
So I think maybe that's where yours is wrong. The direction right now is Shaper to TTS Holdings.

00:09:08 - [SCOTT_WARNER]
So that ended there.

00:09:10 - [AMITY_SENDAMA]
Potentially merging Festool into TTS North America and basically collapsing, can you do that?

00:09:22 - [SCOTT_WARNER]
Yeah. But then the question is is what what is this? Is it just an IP holding? Like, because that doesn't really do anything at that point. Hold on. Let me so merging is our current goal, but let me know your thoughts. Merger because we'll merge Shaper Inc. Into Holdings USA to utilize some 20,000,000 in tax losses. Probably best if I summarize the two ideas and send it to Patric and you and just say, which of these is right?

00:10:06 - [AMITY_SENDAMA]
Yeah. Yeah. That might be the the best thing. And then

00:10:13 - [SCOTT_WARNER]
I wonder if Oliver just heard TTS and just assumed holdings because he doesn't know our corporate structure all that well, I don't think. So

00:10:20 - [AMITY_SENDAMA]
Maybe that's what it was. Because, I mean, that was an email from Patric just, like, two days ago. So I'm pretty sure Patric knows what he's talking about. So maybe we just need to close the loop between Patric and Oliver.

00:10:36 - [SCOTT_WARNER]
Yeah. And I I wanna do it before he starts talk so Oliver's, like, basically planning to reach out to Dave, which I don't love. I told him I would do it. He's like, no. I'll do it. I know Dave. And I'm like, yeah. But you'll confuse it, and then Dave's gonna call me anyways. But whatever. I I'll do it because then GmbH pays for it, not us. But

00:10:55 - [AMITY_SENDAMA]
But we also have to think about how this falls into the rest of the structure that we were talking

00:11:02 - [SCOTT_WARNER]
about.

00:11:03 - [AMITY_SENDAMA]
Does this mess everything up?

00:11:04 - [SCOTT_WARNER]
Well, that's why I brought it up because it does change. Hold on. Let's I don't even know which of these is ideal because I haven't looked at it in so long. That's so this is most likely ish kinda.

00:11:29 - [AMITY_SENDAMA]
So I'm guessing a little bit like, what is all this sorry. I'm reading the second email. But how much is Dave trying to charge us to do this FERPA analysis at this level?

00:11:45 - [SCOTT_WARNER]
Good question. We didn't talk about that cost. Yeah. It actually came from Olga, so I need to probably reach out to Dave and find out.

00:11:55 - [AMITY_SENDAMA]
I mean, does she really need to go in this much detail? Like, she can't do a high level?

00:12:02 - [SCOTT_WARNER]
What'd she say? K. And she never she never really did the the basic one. She said that she'd need to understand this. I think what her point is is, you know, if we wanna do anything more than just cursory movements, she does need all this. But I can find out why. Because to me, you and I had talked about it. Like, the idea is is that, you know, if you if you look and we we have roughly this many assets and roughly this much in it real estate, can't you just mentally offset it? And and then we do the deep dive if we or close or something. But

00:12:46 - [AMITY_SENDAMA]
Yeah. I we need to do the high level first, and we need to know what they're trying to chart. Like, I'm not trying to spend another 60,000

00:12:53 - [SCOTT_WARNER]
Right.

00:12:54 - [AMITY_SENDAMA]
To get a completely different answer that doesn't work. So but I guess I'm just confused because we had, like, conversations, like, a month ago now, and, like

00:13:04 - [SCOTT_WARNER]
Yeah.

00:13:04 - [AMITY_SENDAMA]
I don't know if we are. So

00:13:06 - [SCOTT_WARNER]
You sent this last week, and I was looking into it. Let's see. I sent them the CLA info, but she never really, at least never to me, came back and said I'm pulling up the spreadsheet real quick. She never really said what her opinion of their work was. But I I did have to ping Dave and remind him that we were waiting on all this. So

00:13:37 - [AMITY_SENDAMA]
I'm I guess I'm getting concerned. Like, I don't know what to do with this project. I mean, CLA couldn't do a a good job of it. I don't really trust I mean, I don't trust Dave's group that much, like, especially to do something quick and efficiently.

00:13:55 - [SCOTT_WARNER]
Yeah.

00:13:57 - [AMITY_SENDAMA]
And so I'm a little bit at a loss. It's like, what do we what do we do to move this forward?

00:14:03 - [SCOTT_WARNER]
Let me I'm gonna call Dave and just say I'm I'm just gonna say it just like that. I'm I'm just gonna say, look. We have concerns about this getting done on time and and at a reasonable cost. We need to understand what's what's required to do the work. You know, due diligence is fine, but asking us to turn over

00:14:24 - [AMITY_SENDAMA]
Like, this is a ton of data. I need to know before we do a like, this huge first analysis, we need either there's gotta be a high level look that you could do to say is do we think that there is an issue here? And then before we do this whole thing that who knows how much this is gonna cost, we need to have conversations with Patric because we're supposed to go back to Patric weeks ago now, because who knows what they're working off of, like, two, three ago. And so I guess I just feel like this is, like, all over the place that we need to, like, rein it in.

00:15:05 - [SCOTT_WARNER]
Yeah. I'm just I I

00:15:10 - [AMITY_SENDAMA]
And then now we

00:15:11 - [SCOTT_WARNER]
There's probably problem. A this file, but yeah. I don't Go ahead. Sorry.

00:15:15 - [AMITY_SENDAMA]
I was like, now we have this new complication of this stuff too. So but I don't wanna just keep spinning our wheels on this. Like, I thought I mean and I thought, like, Vera was gonna have a meeting with Patric and do this like, what do we need by when and, I mean, all of these things. And, I mean, again, I know that that Casey's kind of, like, a little bit skeptical if it's even worth doing now. But, I mean, I think we've gotta make that decision as part of the whole thing, like, if it's worth doing or not. Like, we need to understand what we're gonna get out of it. What what is it even gonna look like? And then what would we get out of it? And how much is it gonna cost? But before we spend much more money on this, I feel like there's just a lot. Like, we need to fully understand, like, where we are. Like, what which model is it that Olga is is vetting right now, which I think we we know. Tell me How is that impacted by what Patric is saying with with Shaper? And, again, is this model feasible? And, yes, we know FERPA is an issue, but how much is this this full blown FERPA analysis gonna cost us? Is there a high level way to say, hey. We think we're okay and, you know, just you know, most likely, we're okay, but we gotta, you know, we gotta do the work if we really wanna go down this route. And then we need to socialize this concept with Patric in Germany. And I don't know.

00:17:02 - [SCOTT_WARNER]
Yeah. I I know there was a conversation between Vera and Patric, but I last I don't I I just don't remember what she said. And and I think they're we were pushing for this burka, but we asked for back of a napkin math basically, and she sent back this. Honestly, I don't know enough about these things to know how hard I didn't know if they were all things you guys keep in spreadsheets or not. So

00:17:25 - [AMITY_SENDAMA]
Well, I'm not even read it. It just looks like

00:17:28 - [SCOTT_WARNER]
Yeah.

00:17:29 - [AMITY_SENDAMA]
Property interest, fair market value, purchase price of the I mean and it's no. She don't no. We don't need to I don't think we need to do all of this before they do a high level analysis, which, again, I thought is what the data from CLA I mean, where I thought we left it was that we were gonna get the data from CLA. We were gonna get all the information they had, and then we were gonna provide it back. And I don't think we talked about doing this full blown analysis.

00:18:03 - [SCOTT_WARNER]
Yeah. I'm sending a I'm sending a hold so they don't start.

00:18:22 - [AMITY_SENDAMA]
And then, again, I thought we were working backwards from this July supervisory board date, which if that were true, we're probably behind at this point.

00:18:34 - [SCOTT_WARNER]
Yeah. I you're not wrong. I need to I mean, I need to talk to Vera about it. I just if she doesn't I don't know that she has has had time, but I need to, I guess, find out from her what know I she's been onboarding Tanner and then the corporate goals thing, but this this one was relatively straightforward, I think. I'm not picking on her at all because I was talking to Dave about it. But

00:18:58 - [AMITY_SENDAMA]
Yeah.

00:18:59 - [SCOTT_WARNER]
Yeah. I I don't I don't know that she's moved it anywhere, and I just I don't know if it is it because she doesn't understand it or, you know, then that's my fault. I need to make sure I explain it better to her. So I'll find out. I'll get you a further update. This was the last I had had, And I know I was looking at it last week, and then I decided I didn't have the info, so I had to try to find it. So Okay. But it is a lot of work from I'm sorry. A lot of information to put together, which means, yeah, how much is she gonna charge for this? I

00:19:31 - [AMITY_SENDAMA]
Yeah. I mean, it's a lot of information. I can't imagine. And so before we spend again any more money on this project, we need to, like, we need to know that we want to do this project. Like, so before we pay her to do a full Bloom FERFTA analysis, we need to know, is that structure feasible? And do we have a some sense, high level on FERPA that we could would be able to do this? And if we can, then we need to evaluate if it's even feasible before we have them spend time on it.

00:20:15 - [SCOTT_WARNER]
Yeah. What's our appetite for this realistically? I mean, if we find out it's a lot, then we won't have an appetite for it. So we yeah. I agree that we need to know it. At one point, I even started trying to do the perp to myself, but, yeah, I don't I didn't have time for it, so I stopped working on it. But

00:20:33 - [AMITY_SENDAMA]
Yeah. I mean, I don't think we need to do the perp to ourself. I think we've got Brendan sent us something. I didn't even look at it, but Brendan Yeah.

00:21:08 - [SCOTT_WARNER]
This has quite a bit in it, really. I mean, I don't know.

00:21:12 - [AMITY_SENDAMA]
It's got TTS Oregon, North America, and real estate and then the consolidated. And how does that compare to what?

00:21:39 - [SCOTT_WARNER]
So

00:21:40 - [AMITY_SENDAMA]
TTS Oregon, TTS North America Real. I mean, I this is, like, what she needs to do something like this, like and use what we've already got here. And if she needs a little bit more information for these other entities, then she can ask us. But

00:22:07 - [SCOTT_WARNER]
Yeah. That I I guess I might just call her. It might be the fastest way to do this. The partnership. Yeah. I don't even I mean We're

00:22:19 - [AMITY_SENDAMA]
not asking for a formal and verbal analysis. We're literally asking if, like, high level is this last structure. Do we even know what the last structure we were talking them about is?

00:22:30 - [SCOTT_WARNER]
We sent them the the last CLA deck and then the options that we were considering to ask her what was even possible, and that's what she was supposed to be looking at. Well, this hold on. This I'm curious. So they say so consolidate wait. TTS NA. Why why would TTS NA Inc be a real estate property? They said yes. Doesn't really make sense to me.

00:23:16 - [AMITY_SENDAMA]
Or I shut the burp down.

00:23:36 - [SCOTT_WARNER]
Okay. Well, you gave me enough to push back on Dave and say, hey. Look. We really you're you're doing I mean, he's just doing too much. Not him. They are doing too much. And I need Yeah. I need a I need to find a way to for to work with Dave that gets the quick and dirty answer knowing that we will be willing to dig in when necessary, but we've gotta have enough to jump on. And and

00:24:05 - [AMITY_SENDAMA]
We don't even know if we want to do this. We don't know if Germany is aligned with it. We don't know if SASSA is aligned with it. We're not gonna go spending a bunch of money or spending a lot of time to get an we just need, like, high level answer.

00:24:16 - [SCOTT_WARNER]
Yeah. We don't want a million dollar bill from it. We're trying to figure out whether this makes sense.

00:24:21 - [AMITY_SENDAMA]
Yeah. Okay. If they can't do it, then, I mean, maybe we're just gonna scrap the whole thing. I don't know. But I'm not paying them a bunch of money to

00:24:32 - [SCOTT_WARNER]
No. I'm gonna I'll Vera and I are gonna talk after this, so I'm gonna get her on the phone and see. We're gonna split this up, and I'll I'll handle the Dave conversation, but I want her to either Talk to Patric. Yeah. Just figure out what's going on over overseas, and then we can come back to you maybe together and update you on what what we find out this week.

00:24:52 - [AMITY_SENDAMA]
Yeah. Because the other thing is we've never told Patric that whatever they're working off of is an old model. Think old old

00:25:01 - [SCOTT_WARNER]
I think Vera did give him the new one. I'm almost certain of it, but I let me find out. Like, don't don't go with that until I come back to you. But Vera and I, maybe if we can I doubt we I don't know if we can get it by tomorrow, but maybe we can set up a call with you tomorrow afternoon or something and walk through this?

00:25:17 - [AMITY_SENDAMA]
Okay. Yeah. I mean, I think we just keep like, it keeps dragging, and then we forget where we even are. And then we have to, like, pick back up and, like, try and refigure it out. And so I think we've just gotta find a way to, like, keep it moving and keep clear records of where we are, who's doing what.

00:25:38 - [SCOTT_WARNER]
Yeah. I'm I'm pulling up I'll do this later. But yeah. Vera and I have a tracking spreadsheet, so I need to just pull it up and find out what she if she's done anything on it. But I'm almost certain she hasn't because when she was sick, I kinda asked her some things, and she said she'd spent all her time with Tanner, and that's not really I mean, I'm not saying that's wrong. I'm just saying that doesn't really help me any right now.

00:25:58 - [AMITY_SENDAMA]
Yeah. Yeah. Yeah.

00:26:01 - [SCOTT_WARNER]
K. So there was that. And then so that email was important. And then hold on. I have our meeting tracker up. We have our call with Berc tomorrow, to kinda talk to him about what's going on. That's the one that was moved after, when he and Matt Howard had a conversation. So, hopefully, we get some level of directionality for the AI project. Shawn has kind of a list of his needs and and wants and and things like that, and we just need direction from Bernd on on what the plan is after this conversation. So I hope to have something on that pretty soon because it's a huge part of our corporate goals, and I made it part of mine as well because that's a a big initiative, and we we need some teeth behind it. So

00:26:53 - [AMITY_SENDAMA]
So is who's in the meeting tomorrow with Bernd?

00:26:57 - [SCOTT_WARNER]
Shawn, myself, and Bernd. Okay. So we'll we're gonna give him kind of go through our needs and wants and talk about the security issue is is our hope is that we can get some feedback from him on on what he thinks is gonna work. You know, Matt Matt's message was positive, but that doesn't I still need Berc to be able to move his team. So Yeah. So I'll come back to you on that. Facility planning, they're Compass is onsite today.

00:27:31 - [AMITY_SENDAMA]
Thankful. Go ahead.

00:27:32 - [SCOTT_WARNER]
I don't know what they're doing. I didn't ask. I just Vera told me she had them in the building. So, hopefully, they're getting that figured out. We had a very long and tedious meeting with with one of our insurance cases today. There is risk here, and I don't know how to quantify it because that's not how they really talk. But Germany has got to provide some documentation. So I had Christian Barter, Norbert Wall, and Leah something, of the German council team member on there. So I had all three of them with the insurance attorneys, and they were pushing back on the attorney saying they don't wanna provide any of this data. And the attorney said you have to. You know, the The United States has jurisdiction on GmbH on this, you know, via international treaty or whatever, but they were saying due to GDPR, they don't have to turn anything over. At the end of the day, we got there. They agreed to turn things over as soon as next week. So I'll keep on that and let you know what I find out, but it's been a very frustrating process. Patric Clewing is in the loop on this. We did have a call also on that. So

00:28:45 - [AMITY_SENDAMA]
K.

00:28:49 - [SCOTT_WARNER]
I sent you goals. I didn't know. Do you wanna go over those at some point?

00:28:54 - [AMITY_SENDAMA]
And I still have to do the review, so I apologize.

00:28:58 - [SCOTT_WARNER]
I

00:28:59 - [AMITY_SENDAMA]
We

00:29:00 - [SCOTT_WARNER]
yeah. It's it is what it is. So Did

00:29:06 - [AMITY_SENDAMA]
are you done with the ones on your team, or is your team done with the reviews? Or

00:29:11 - [SCOTT_WARNER]
Reviews? Everyone except for Shawn is done, and I just need time to sit down with him and go over it. But I and I haven't had time. But he didn't have goal sheets, so we pretty much just kinda went over and talked about what his successes were. I have not done goals for them yet because we just finished on Friday their department stuff, and I just haven't had time to sit down and do it yet.

00:29:36 - [AMITY_SENDAMA]
Okay. Cool.

00:29:38 - [SCOTT_WARNER]
But but, really, everything should be pretty much buttoned up there. The the teams the teams did well with that with the goals project and and, like, OKRs and stuff like that. Vera led them well, kinda walked them through it. The only person who really struggled with it was Minnie, but really just because she doesn't think like that, which is to be under I I I didn't think she would, honestly, so that's fine. But everybody else did well and participated very well. So

00:30:08 - [AMITY_SENDAMA]
Good. Yeah. No. I'm glad. So you feel like you guys have some good goals for q two?

00:30:16 - [SCOTT_WARNER]
I think so. Yeah. Has Vera shared any of that, like, the second level work with you? Oh, you and I talked about it. That's right.

00:30:22 - [AMITY_SENDAMA]
Yeah. I looked looked at it briefly, so I didn't go through it in detail. But

00:30:27 - [SCOTT_WARNER]
Yeah. I feel like we have a good I think they're measurable, and I did use those to kinda build out my goals as much as I could. I tried not to, like know, you it's like I don't wanna go one for one with them, but I also think if I don't use them as my baseline, then that's they're gonna not mean much. So that's kinda where my focus was. So

00:30:46 - [AMITY_SENDAMA]
Okay. Perfect. So it looks like you changed your core competencies.

00:30:51 - [SCOTT_WARNER]
Did you? I did. Well, I use I I have in the past, so we can put them back. I just was changing them to be more hold on. I'm pulling it up right now.

00:31:01 - [AMITY_SENDAMA]
K. I'm good with that. I was just trying to figure out to review those, so that's what I was

00:31:07 - [SCOTT_WARNER]
No. I tried to translate it more into kind of I I tried to use the KPIs and things like that to to tag to something. So I I changed mine to be more corporate focus instead of less so, like, what you'd want out of my role less than what you'd want out of me as a person kind of a thing. Yeah. So that was kind of my thought process behind it.

00:31:32 - [AMITY_SENDAMA]
Okay. So enterprise execution and operations is strengthening the ability to translate strategy into reliable execution.

00:31:43 - [SCOTT_WARNER]
Yeah. So I was kinda working with Vera, I guess, to to quote it.

00:31:48 - [AMITY_SENDAMA]
Scalable improvement in organizational throughput, increase organizational throughput, and operating capacity through automation workflow. Yes. And then lead leverage through influence and team development, scale results through leadership by streamlining this as an ownership. K. Yeah. I mean, I can go through those in more detail. But in general, I think that that's that's good. And then individual objectives is improving decision quality and enterprise alignment. Establish a consistent decision approach that improves clarity, speed, and adoption across departments.

00:32:23 - [SCOTT_WARNER]
So, really, it's these business cases we've been trying to push on people justifying instead of just saying I need this or I want this. It's, you know, here's the data that we need in order to be able to to easily say yes or no to things. So Shawn and I have been piloting that. Vera has been working on it. So we really wanna start kinda pushing it out gently to other teams and see if if we can get them adopted to adopt it. But, really, right now, it's an operations thing. The next thing I'm gonna ask Jon to do it for his, what's that called? His what? The parcel project. The

00:33:03 - [AMITY_SENDAMA]
We have project. Yes. So, like, I I though it's like, maybe I didn't know we were working on this.

00:33:09 - [SCOTT_WARNER]
So it's it's something I've been working on for a long time trying to figure out how I can get my team to give me something that's actionable without me having to tear apart the project. So trying to think of how to I don't know if you remember. Remember when I asked for the spell book, the AI thing for legal and kinda how I put together a little bit it you know, it says, here's what I want. Here's why I want it. So it's just like kind of a simple requesting like that. So but what I'm trying to do is figure out how we could just move faster. And I I think right now, things just move too slow still.

00:33:51 - [AMITY_SENDAMA]
Okay.

00:33:51 - [SCOTT_WARNER]
At least inside my department, we still struggle with it sometimes. I feel like I have to go back and ask for more information a lot more than I want to. So

00:33:59 - [AMITY_SENDAMA]
Okay. Okay. Increase organizational throughput and scalability. So by year, and improve operating capacity through automation and cycle time. Okay. So this is directly tied to

00:34:11 - [SCOTT_WARNER]
This is the AI one and and tied to the core competency above.

00:34:20 - [AMITY_SENDAMA]
Reduce single point leadership dependency and build leadership depth.

00:34:24 - [SCOTT_WARNER]
So this is just my this is me delegating. Right now, there's just a lot of things that get stuck at me. And I and Yeah. I feel the stress of it, and I know other people feel the stress of it. So I'm trying to figure out how I can handle that. Vera is helping the most, and Shawn's really stepping up to you know, there are two people I'm really learning to delegate to and things like that.

00:34:50 - [AMITY_SENDAMA]
K. Increase organization, automation, road map, process, data, inventory, or process. So, like, number two, we're doing anyways. And, like, those outcomes are all tied into, like, our scorecard. Right?

00:35:08 - [SCOTT_WARNER]
Yeah. Yes. Well yeah. So, like, the cycle times is a thing that Vera and I are doing. The automation road map is just me making sure that Shawn has an approved ability to move forward. And then, basically, the last the or, yeah, the last one there, operational improvements demonstrate measurable impact on capacity. That's a conversation that Vera, Shawn, and I had of how do we make sure the things that we automate improve our business and not aren't just something we do for fun. I mean, I I have agreed with Shawn that there's some things that may not make as market improvement as others because he has to learn how to do things. But we're also I just don't want it to become a gamification process where we automate something silly that doesn't make the business better. You know? So it's and and it allows us to prioritize workflows a little bit better too. And then cross functional execution, cruise ownership boundaries. We're just trying to there's a lot of questions right now over, like, where do things live and and who owns the process. So Shawn spent a lot of time, I think, you know, working with business owners, like for things and Jon for things and Pascal for things and just trying to make sure that we can help information work between the departments and and people understand where, like, the ownership and boundaries are for these automated tasks because they're just gonna run. And what we don't want it is things to be running and and nobody doing anything with the data or things like that. So Okay. Else for that one if if it's too tied to the other things. Because you're right. We are doing it. I just wanted to make sure I'm not sure someone's driving it. Mean, that could actually be done probably. But

00:36:52 - [AMITY_SENDAMA]
Yeah. No. I was just just asking. So we're praying VP level. I probably should look at this a little bit more. It's a lot there's, like, a lot of information. So I should have looked at it beforehand, but I didn't have a chance. So Okay. Maybe I will just, like, step back and think about it holistically, and then we can talk about it next week.

00:37:12 - [SCOTT_WARNER]
Yeah. I went through and I read so I read twenty twenty four's review, and then I went and I read the six months I did with Brendan and kinda tried to take concepts out of there that we talked about. And then, you know, things like that. So that's kind of where some of my thought process came from. But the KPIs were the baseline for for it. So Yeah. The career development stuff just to kinda try to push a little bit. So

00:37:39 - [AMITY_SENDAMA]
I think that enterprise leadership presence and influence.

00:37:44 - [SCOTT_WARNER]
It's just, like, exact coaching, make sure I'm doing that and being a better partner and things like that. So and then two is my team.

00:37:54 - [AMITY_SENDAMA]
Comes. Comes. Okay. Very good. Well, no. Thank you for putting that together. I will take a look at it and let you know.

00:38:07 - [SCOTT_WARNER]
Yep. Yep. Happy to hear it. Like, I'm not stuck on anything. It's just these things are hard. Something's like, I have a lot of ideas, but, you know, trying to make it from my actual goal, not just something I threw in there. So

00:38:19 - [AMITY_SENDAMA]
Yeah. Yeah. Okay. Yeah. Let me think on it, and we can talk. Okay. Cool. What else is there? How is the AI automation coming? I guess we're waiting. Tomorrow is where we'll get, like, more feedback. Are we

00:38:39 - [SCOTT_WARNER]
We're getting more feedback, but we're still working on things. So I know Dan's been working on, you know, kind of re rehashing some of the the the automation processes with the new tools. So they are working on that already. I don't I didn't ask particular status, but I know it's something that they've been trying to figure out how to get some things done. And Dan has really stepped up to help Shawn. That's been great. We did get great news. I don't know if Matt shared it with you, but he told he sent me a note that said, HQ's committed that all SAP data will be accessed, be able to be accessed by the Microsoft data lake, which means the BI by 2027. So that's actually gonna be huge. So

00:39:21 - [AMITY_SENDAMA]
I did I wasn't quite sure what it meant. But

00:39:25 - [SCOTT_WARNER]
So, basically, the the big data warehouse, which they I don't know why, but they've changed the data lakes now instead of warehouses. But, so all the SAP data will be accessible via BI from now or I'm sorry. Not BI. Yeah. Power BI, from now on, which is such a better tool than, like, the Excel BI version. So, you know, we'll be able to auto automate a lot more. That gives us access to the data for all these KPIs and and statistics that I want out of logistics because the number one complaint I come up against whenever I ask someone for a number is, well, we don't have access to it. Well, all those excuses will be gone by then, so I thought it'd be nice. So

00:40:01 - [AMITY_SENDAMA]
Yeah. That's great. Okay. Very good.

00:40:07 - [SCOTT_WARNER]
I'm spending a lot of time on logistics lately. I'm really still digging in out there. My assessment of Jon is is better than it was, but still not great. I I I how did I say this to I think it was Robert the other day. Not that John does anything wrong. He just doesn't do anything great. So, you know, it's kinda, you know, one of those things. So I'm I'm exchanging a lot of emails with Karin. She's been a huge help. She's shared her thoughts about the team and and her interactions with them in the past. She shared her presentation from, you know, back when she was here with Lori. I I did share with her my KPIs. I shared with her my thirty, sixty, 90 plan. I shared with her my leadership evaluations of because I did an evaluation for all the leaders. So she's just been a really great partner and coming back to me with thoughts and ideas, so we're kinda still working on that. But I think I had shared with you, I I got a little bit behind because of Adapdex, but we're still moving. I'm I've been at the office probably four days a week, you know, every week now for a while trying to really spend time back there. I've been going to all the morning meetings. So I don't know. I think we're making good progress. I don't know that my my gut feeling about Jon isn't hasn't really changed. My gut feeling about Steve has changed. He's really doing a lot more than I thought he was. And and that's me just I I'm not telling you I thought he was doing nothing, but the guy is doing a lot. And he and he does lead his team pretty actively. I'm really impressed with the mentorship he's shown to Nathan and Kelsey the most, and they both had a lot of great things to say. I think Chris is gets a little less of Steve's time, but he's also been with Steve the longest. So I don't know if those two things are tied together. Chris had nothing bad to say about Steve's leadership. He just didn't have as much to say, you know, in the positive. It was more like, you know, of course, Steve and I worked together kinda thing. Yeah. I really think Kelsey is someone I wanna spend a lot of time with. I I can't remember if I told you, but she and I worked on the marketing project a few weeks ago, and she did a great job. And I, you know, tried to make sure I really sent her a lot of congratulatory and thanks, emails kinds of things when she does things really well, but I'd like to spend more time with her. Steve did tell me I make her very nervous, but I said she'll get over that soon. So

00:42:25 - [AMITY_SENDAMA]
Mhmm.

00:42:25 - [SCOTT_WARNER]
I think she's not used to attention. So Yeah.

00:42:28 - [AMITY_SENDAMA]
Yeah. No. That makes sense. So, like, what is your, like, realistic thought of, like, what all of this would look like? So say, when would we like, so assuming if Jon isn't going to be here long term, like, how does that come to be, and then what happens next, and how does Katherine play into that, and how does maybe play into all of that? Yeah.

00:42:53 - [SCOTT_WARNER]
Okay. Well, that's a good question. And that's kind of the part I wanna that's really where I wanna spend my next bit thinking about is what does a transit what whatever it looks like. What does a transition plan look like? So Katherine's I I I believe I told you she said she is interested. Timing is something she'd be curious because she has something she's in the middle of and doesn't wanna abandon. And, you know, obviously, it takes a while to get a German to move here anyway. Her only consideration, I think, is is political, and Vera has the same thoughts. They they are talking, and I I have Vera recruited to our side to try to get her over here. So so I I have not asked her yet. Like, I try to let that stay between them, but I do ask Vera every now and then. So how's it going? Just to see what she said, but I haven't asked her lately.

00:43:42 - [AMITY_SENDAMA]
All because of the president. Like like, actual politics. Like, worried about being an immigrant or just not being in on board with our politics?

00:43:54 - [SCOTT_WARNER]
Yeah. They both and Vera has the same feelings because she's like doesn't know that she wants to pursue a green card. It's like they feel like if you live here, that's a a show of support. And I just I I've kinda tried to talk to both and say, well, I mean, I I think very little of the president every day. You know, it has nothing to do with my daily life. So other than the tariff situation, but Yeah. You know, so I I I don't know. I just wanna keep working on that a little bit because I don't truly really understand their viewpoint on that. Yeah. But I think we our country is very different than most.

00:44:27 - [AMITY_SENDAMA]
Yeah. So, like, if she when would she like, said, timing is a consideration. Like, when would she be available to come here?

00:44:36 - [SCOTT_WARNER]
She was gonna think about it and let me know. She's on vacation right now, but she made it sound like late summer maybe would be something she could consider. And I I think we could we could probably get there. I I truly don't think John's providing much. And

00:44:55 - [AMITY_SENDAMA]
Yeah. We could live without John for a little while, to be honest.

00:44:58 - [SCOTT_WARNER]
That's my assessment.

00:44:59 - [AMITY_SENDAMA]
So Yeah. But, I mean, even if but if we're not going to have John like, how would we part with John? Like, are we parting with John based on performance or restructuring? Because if we would do performance, I think we need to do a performance plan, which those are terrible.

00:45:17 - [SCOTT_WARNER]
I don't I don't know if we have enough to do performance. I don't know. I I was actually gonna talk to Lisa about it and say, is there such a thing as you're just not doing a great job? You're not doing a bad job, but not a great you know, I don't know. I I I wanted to see for her what that looked like because you you know this. I'm sensitive to how Robert's handling things, and I don't wanna do the same shit. So

00:45:40 - [AMITY_SENDAMA]
Yeah. I agree.

00:45:41 - [SCOTT_WARNER]
It's it's how do I do this right? And I really wanna I'm trying to give you an honest opinion. Like, do I think John's coachable? And I that's the part I'm trying to figure out, and I'm gonna push him very, very hard over the next few weeks just to see what I get out of him. You know? If if he surprises me, great. But I just I tried to talk to Jon, and he just he's he's just very I don't know how to say he just kinda rolls with it. He doesn't seem to take anything with any, you know,

00:46:12 - [AMITY_SENDAMA]
timing or

00:46:13 - [SCOTT_WARNER]
or any better.

00:46:15 - [AMITY_SENDAMA]
More like just not the level of person that we need for that role. But we I think we'd have to figure out what does yeah. I don't know. I don't know if it's, like, restructuring or what what it is.

00:46:30 - [SCOTT_WARNER]
Lisa, would you wanna join just because that way we hear the same thing maybe? Or would you rather just cut a bit until the end?

00:46:36 - [AMITY_SENDAMA]
We can. But, I mean, we might wanna do it sooner rather than later because if you're doing a performance improvement plan, I mean, those are, like, sixty days. So

00:46:45 - [SCOTT_WARNER]
I did add a lot to his review that I won't say it's critical, but it's not it it it certainly could read as if I have some level of concern. But I was Okay. I just wanna be honest. I had to be fair because I wasn't his supervisor last year. So I'm No. I feel like an asshole. Pardon

00:47:04 - [AMITY_SENDAMA]
my question.

00:47:05 - [SCOTT_WARNER]
You know, I'm because I'm giving him a review. But, you know, I'll say based on conversations and observations, this is what I saw kind of a thing. So Oh. You know? But I just wanna be careful because that's somewhat hearsay, and I don't

00:47:20 - [AMITY_SENDAMA]
Right. But But

00:47:22 - [SCOTT_WARNER]
I can certainly put him on not I wouldn't call it a PIP necessarily, but I could tell I could put him on a, like, leadership development plan because I'm doing the same thing with Shawn and Vera in a way. And I already closed my goals, but somewhere in there, it says, you know, I will put both or all of them on, a can't remember if I called it leadership or or something development plan, but for each of them, it's kinda like goals that I want them to attain and everybody, like, every quarter things we work on, you know, to to make them better leaders and things like that. I'll be honest, Shawn's probably the least interested in that because he doesn't really care about lead leadership. He just wants to do. But Vera Vera has responded perfectly. She's she's excited, and she loves the she says, you know, I appreciate you putting so much time into it, and, you know, I give her a lot of feedback and things like that. So I don't know. We'll have to see how it goes. Jon providing that. Honestly, think he just doesn't care enough.

00:48:18 - [AMITY_SENDAMA]
Yeah. I mean, I just wanna be again, given all the changes and all the things like, I wanna just make sure we do it the right way. Do you see any, like, chance that he would leave, or he's not that motivated to leave?

00:48:32 - [SCOTT_WARNER]
He's he's he's he I don't see any urgency what from him at all. That I think that's what bothers me the most. Yeah. Steve leads all the meetings. Steve takes care of the employees. Jon comes down, like, once or twice a day. I asked Jon, like, kinda for status updates, and it's like, well, let's get Steve on the phone or let's get Nathan on the phone. I don't and I'm not saying that's bad because there's a lot I talk to you and I say, well, I have to ask Shawn or I have to ask Vera. I get it. But it feels like everything I talk to him about is like that. So

00:49:07 - [AMITY_SENDAMA]
Yeah. Yeah. I mean, I think we need to figure out what it is we want there. I mean, again, there's just, a redundancy level. He's not high enough, like, yeah. I mean, like, we've always talked about. Like, between you and Steve, like, he just isn't, like, adding value. So either they don't need him or you need somebody who is at a higher level who can add value.

00:49:34 - [SCOTT_WARNER]
I I think if I if I had to guess right now what I would do, it would be a restructuring and removal of the director position. And then if we were to add it back, it would be as a combined role, you know, someone who oversaw both sides again. And and that way, we don't get in trouble for it. So.

00:49:50 - [AMITY_SENDAMA]
But I think as well.

00:49:54 - [SCOTT_WARNER]
I don't I don't think I could get away with the performance, the way I'm looking at it now. It's just too much, I think.

00:50:00 - [AMITY_SENDAMA]
I would agree. So I guess we just need to figure out what that looks like and what level would we put her at, Katherine?

00:50:11 - [SCOTT_WARNER]
I don't know. I I was gonna actually I keep me I actually downloaded the HQ org structure, and I was gonna look and see kinda what she is now comparatively to find out what it makes sense. She didn't make it sound like title itself was as big of an impact as as it was more about the responsibilities. And she said the last time she talked to you, the reason why she wasn't as interested is because it was only half the job. You know? And she she said had it been the whole job, she would have been over here in a heartbeat. So Okay.

00:50:40 - [AMITY_SENDAMA]
I mean, I'm thinking maybe it's senior director. I I guess I I'm I'm like, I don't wanna put too many VP roles.

00:50:46 - [SCOTT_WARNER]
No. I think the director is where I'm at right now because that puts her equal to Mike and Pascal.

00:50:51 - [AMITY_SENDAMA]
And Pascal. That seems reasonable to me. And so she'd be a senior director, and she would be over, you know, casual and all that, and then she can feel her out of situation with casual. Are you getting go ahead.

00:51:07 - [SCOTT_WARNER]
I said, will it will will it her solve the casual problem?

00:51:10 - [AMITY_SENDAMA]
Yes. Which I still I mean, I still like casual. But

00:51:14 - [SCOTT_WARNER]
I like fine. He just I I know he talks a lot, but I I don't mind him. He and he gives me good info when I ask for it. So

00:51:20 - [AMITY_SENDAMA]
I mean, I feel like he's pushing very well too with a lot of the stuff that's going on with our supply and all that. But but he has a certain personality about him that can make, like but but I guess we also is there something else that you would put underneath casual if you're taking Jon out?

00:51:40 - [SCOTT_WARNER]
I I think that's what I'd wanna look at and see what makes the most sense. And and that's kinda where I've started to gather Kath Kathryn's input on that a little bit, just saying, you know, hey. Here here's the areas we have. And she knows right now that casual doesn't fall under this, but she knows that we're opened. It's like we talk about it, wink wink. Like, you know, I kinda walk her through it hypothetically. What would you wanna do? How would you look at this? And so she's she has provided me feedback. So I could I could ask her kinda like, you know, hey. If because she she doesn't see a ton of value in John just to be transparent. So I could ask her like, hey. If John wasn't here Right. Thinking about splitting some of the stuff off to live under the supply planning area, you know, here's what because I'll just tell her you and I kinda talked about it, maybe some of the transportation pieces or, you know, the the

00:52:26 - [AMITY_SENDAMA]
Well and I'm wondering if it's all under the same umbrella, does does casual just take inbound and outbound? Yeah. I think that's want.

00:52:34 - [SCOTT_WARNER]
Okay. I I mean, I wouldn't be opposed to it. So

00:52:37 - [AMITY_SENDAMA]
Wait. What is Steve? Does Steve have anything to do with inbound?

00:52:42 - [SCOTT_WARNER]
I don't think so.

00:52:44 - [AMITY_SENDAMA]
Yeah. So I guess that would be a thing I would figure out and then figure out if that can come over to live with.

00:52:50 - [SCOTT_WARNER]
Yeah.

00:52:51 - [AMITY_SENDAMA]
And because we gotta beef up that director role, I think, for sure. And

00:52:56 - [SCOTT_WARNER]
Yeah. I mean And I

00:52:57 - [AMITY_SENDAMA]
a perk, he'll

00:52:58 - [SCOTT_WARNER]
make a job that he stays in and likes, but I I think he'll bristle at having a boss, but we'll see.

00:53:06 - [AMITY_SENDAMA]
Don't know. I think if you give him more responsibility, he'll be fine.

00:53:09 - [SCOTT_WARNER]
Okay. I'm I'm glad to hear that because I thought he might not wanna not like that. So

00:53:14 - [AMITY_SENDAMA]
I I mean, I don't know. I haven't quite figured out exactly, but I think he wants money and responsibility. I don't know if he cares about the boss situation as much. So

00:53:25 - [SCOTT_WARNER]
At least he wants responsibility too. Most people just want the money, and they don't wanna do anything else. So

00:53:30 - [AMITY_SENDAMA]
I know he wants to do I mean, he wants to do more for sure. So and like I said, I I mean, I think, generally, like, he's again, outside of some of the, like, just he could he can just he had just there's something to vibe about him that he has for sure. But in general, I do think he does a good job. And so I would like Katherine to come in kind of fresh and just, like, figure out

00:53:56 - [SCOTT_WARNER]
Sure.

00:53:56 - [AMITY_SENDAMA]
How to coach him.

00:53:58 - [SCOTT_WARNER]
One thing he does well is he shows that sense of urgency that I was just saying that Jon doesn't show. I mean

00:54:03 - [AMITY_SENDAMA]
100 sense of urgency. Like, sometimes, like, you know, too much since the urgency. But certainly, like and he will have the conversations with HQ. He will push, and, like, he gets answers. And we need that. I mean, we need that seat at the table. We need and from what I see, I mean, people I don't know. I don't see issues with people from HQ. Not but did you say Katherine didn't like him? I don't think Katherine knew him.

00:54:27 - [SCOTT_WARNER]
Oh, no. I don't I don't I don't think she knows him. Okay. If I implied that, I'm sorry. I didn't mean to. No.

00:54:32 - [AMITY_SENDAMA]
I thought you said it to me at one point, and I think I questioned. I don't think they really know each other. So

00:54:37 - [SCOTT_WARNER]
No. She doesn't. I know that. Maybe that's what I was trying to say. I don't know.

00:54:41 - [AMITY_SENDAMA]
Yeah. So so anyways, okay. I'm good with it. I think let's, you know, just try and, like, move forward, like, know what our plan is so that we can start having those conversations with Catherine, and then we'll have a conversation with HR on how to because, mean, I think even if we knew Catherine was gonna come, like, we could give Donna more of, like, a heads up and say, hey. Like, you know, I don't think he has to be gone tomorrow.

00:55:09 - [SCOTT_WARNER]
Yeah.

00:55:09 - [AMITY_SENDAMA]
I think we could hey. Here's the situation. Here's what we're looking at doing. Unfortunately, like, this is gonna, you know, impact your role. But, you know, Catherine isn't going to be here until later, and so we're willing to, you know, have you stay around while you, you know, helping us and while you look for something else. I don't see an issue with it.

00:55:30 - [SCOTT_WARNER]
Kinda the same plan that Matt's doing for marketing and stuff like that, if those. But

00:55:35 - [AMITY_SENDAMA]
I mean, as long as you have somebody who is you trust that isn't going to do something, which I don't really think Jon would.

00:55:44 - [SCOTT_WARNER]
Don't know that there's much he could do, honestly. He just doesn't have enough actionable Right. Puzzle. So

00:55:49 - [AMITY_SENDAMA]
So and I think I mean, to me, I it's nicer to give somebody some time if they can have it to find something. And then when he's ready to leave, he just leaves. So and if he you know, we need to draw a sand a line in the sand and say, okay, like, by this date, like

00:56:02 - [SCOTT_WARNER]
would him an end date because I've seen people just hang around indefinitely, and I don't wanna do that. And if I think I'm a tell him I have responsibilities. And if I see you just lame ducking, then I'll end it again.