T14 Steering committee

Conversation (turn by turn)

1. turn 1 · 0:26 · 0:26 Ana Duarte 2025-06-24

   Standing agenda. Where we are, what is blocked, what,

2. turn 2 · 0:34 · 0:34 Marco Rossi 2025-06-24

   Yeah.

3. turn 3 · 0:38 · 0:38 Ana Duarte 2025-06-24

   what is next, and then Robert joins for the,

4. turn 4 · 0:47 · 0:47 Marco Rossi 2025-06-24

   Mm.

5. turn 5 · 0:51 · 0:51 Ana Duarte 2025-06-24

   last twenty minutes.

6. turn 6 · 0:56 · 0:56 Lena Fischer 2025-06-24

   Go.

7. turn 7 · 1:01 · 1:01 Robert Kahn 2025-06-24

   1 second Mm-hm.

8. turn 8 · 1:02 · 1:02 Ana Duarte 2025-06-24

   Core replenishmentt has been live four months on the pilot cohort. The numbers we reported in May hold. Automation is at ninety-one and has been stable since April.

9. turn 9 · 1:20 · 1:20 Marco Rossi 2025-06-24

   Yes.

10. turn 10 · 1:21 · 1:21 Lena Fischer 2025-06-24

    And DC-2.

11. turn 11 · 1:27 · 1:27 Priya Nair 2025-06-24

    Yeah.

12. turn 12 · 1:29 · 1:29 Ana Duarte 2025-06-24 · cited by dc2-fix-date

    DC-2 fails roughly twice a week. The joint engineering session we agreed in May happened on the

13. turn 13 · 1:37 · 1:37 Marco Rossi 2025-06-24

    Mm.

14. turn 14 · 1:40 · 1:40 Ana Duarte 2025-06-24

    fourth of

15. turn 15 · 1:44 · 1:44 Priya Nair 2025-06-24

    Yes.

16. turn 16 · 1:48 · 1:48 Ana Duarte 2025-06-24

    June and produced a plan. The plan has a date on it.

17. turn 17 · 1:57 · 1:57 Marco Rossi 2025-06-24

    Yes.

18. turn 18 · 2:01 · 2:01 Priya Nair 2025-06-24

    1 second September.

19. turn 19 · 2:08 · 2:08 Ana Duarte 2025-06-24

    September, because the fix requires a

20. turn 20 · 2:12 · 2:12 Priya Nair 2025-06-24

    Mm.

21. turn 21 · 2:16 · 2:16 Ana Duarte 2025-06-24

    Yeah. middleware upgrade

22. turn 22 · 2:22 · 2:22 Marco Rossi 2025-06-24

    Yeah, yeah.

23. turn 23 · 2:24 · 2:24 Ana Duarte 2025-06-24

    on your side and your change window is quarterly.

24. turn 24 · 2:33 · 2:33 Priya Nair 2025-06-24

    That is true, so I am not disputing it, yeah...

25. turn 25 · 2:39 · 2:39 Robert Kahn 2025-06-24

    Mm, okay.

26. turn 26 · 2:41 · 2:41 Lena Fischer 2025-06-24

    Let me scroll down. Three more months of.

27. turn 27 · 2:53 · 2:53 Ana Duarte 2025-06-24

    Yes.

28. turn 28 · 3:00 · 3:00 Lena Fischer 2025-06-24

    Fine. What is next?

29. turn 29 · 3:03 · 3:03 Marco Rossi 2025-06-24

    Phase 2. Fresh. This is the thing I want to spend time on today.

30. turn 30 · 3:13 · 3:13 Lena Fischer 2025-06-24

    Where was I. so Please.

31. turn 31 · 3:21 · 3:21 Marco Rossi 2025-06-24

    We owe you a scoping proposal. What I want to agree today is not the... content of of it but that it exists and when you get it.

32. turn 32 · 3:38 · 3:38 Lena Fischer 2025-06-24

    When do we get it?

33. turn 33 · 3:41 · 3:41 Marco Rossi 2025-06-24

    Mid-July. It will cover which categories, in what order, and what what the dependencies

34. turn 34 · 3:48 · 3:48 Priya Nair 2025-06-24

    Okay.

35. turn 35 · 3:49 · 3:49 Marco Rossi 2025-06-24

    are.

36. turn 36 · 3:55 · 3:55 Lena Fischer 2025-06-24

    In what order meaning what?

37. turn 37 · 4:02 · 4:02 Marco Rossi 2025-06-24

    Right.

38. turn 38 · 4:04 · 4:04 Marco Rossi 2025-06-24

    Meaning there is a sequencing question. There are so... same readiness, so there is a choice about whether they go together or separately. That, Where was I. is what

39. turn 39 · 4:28 · 4:28 Ana Duarte 2025-06-24

    Mm, okay.

40. turn 40 · 4:31 · 4:31 Marco Rossi 2025-06-24

    the proposal will set out.

41. turn 41 · 4:34 · 4:34 Lena Fischer 2025-06-24

    All right, send but...

42. turn 42 · 4:38 · 4:38 Marco Rossi 2025-06-24

    Good.

43. turn 43 · 4:43 · 4:43 Priya Nair 2025-06-24

    True.

44. turn 44 · 4:46 · 4:46 Lena Fischer 2025-06-24

    Priya, yeah is the data ready for... fresh?

45. turn 45 · 5:00 · 5:00 Robert Kahn 2025-06-24

    Mm-hm.

46. turn 46 · 5:02 · 5:02 Priya Nair 2025-06-24

    No, and this is the shell life conversation again. Nadia has been asking me for a field that does not exist in the form she wants it. I have told her that. It is now an... email thread rather... than a decision.

47. turn 47 · 5:33 · 5:33 Ana Duarte 2025-06-24

    I will pick that up.

48. turn 48 · 5:38 · 5:38 Lena Fischer 2025-06-24

    Please do, so because we have been I mean... the first meeting meeting with Marco and I have never once heard it resolved.

49. turn 49 · 6:01 · 6:01 Marco Rossi 2025-06-24

    1 second That is fair.

50. turn 50 · 6:06 · 6:06 Lena Fischer 2025-06-24

    Okay, yeah.

51. turn 51 · 6:10 · 6:10 Ana Duarte 2025-06-24

    On the QBR, we agreed in May to formalise the... cadence and I have set it up. Quarterly, the next one is

52. turn 52 · 6:21 · 6:21 Robert Kahn 2025-06-24

    Mm-hm.

53. turn 53 · 6:22 · 6:22 Ana Duarte 2025-06-24

    September, and this steering continues monthly in between.

54. turn 54 · 6:34 · 6:34 Lena Fischer 2025-06-24

    Okay, yeah.

55. turn 55 · 6:36 · 6:36 Lena Fischer 2025-06-24

    Good.

56. turn 56 · 6:42 · 6:42 Robert Kahn 2025-06-24

    yeah Sorry. I am here.

57. turn 57 · 6:49 · 6:49 Lena Fischer 2025-06-24

    Robert, we are on Phase 2.

58. turn 58 · 6:54 · 6:54 Robert Kahn 2025-06-24

    Then I...

59. turn 59 · 7:01 · 7:01 Priya Nair 2025-06-24

    1 second Yeah.

60. turn 60 · 7:02 · 7:02 Robert Kahn 2025-06-24

    will ask,

61. turn 61 · 7:07 · 7:07 Priya Nair 2025-06-24

    Okay.

62. turn 62 · 7:08 · 7:08 Robert Kahn 2025-06-24

    Okay so. my question. When does fresh go live?

63. turn 63 · 7:17 · 7:17 Marco Rossi 2025-06-24

    We are giving you a scoping

64. turn 64 · 7:23 · 7:23 Priya Nair 2025-06-24

    Mm, okay.

65. turn 65 · 7:27 · 7:27 Marco Rossi 2025-06-24

    proposal in July. I do not want to give you a date... before I have given if the...

66. turn 66 · 7:37 · 7:37 Lena Fischer 2025-06-24

    Right.

67. turn 67 · 7:38 · 7:38 Robert Kahn 2025-06-24

    I do

68. turn 68 · 7:44 · 7:44 Ana Duarte 2025-06-24

    Sure.

69. turn 69 · 7:48 · 7:48 Robert Kahn 2025-06-24

    not want a scope.

70. turn 70 · 7:55 · 7:55 Marco Rossi 2025-06-24

    I understand. What I can tell you

71. turn 71 · 8:01 · 8:01 Lena Fischer 2025-06-24

    1 second Yeah.

72. turn 72 · 8:04 · 8:04 Marco Rossi 2025-06-24

    is that the twelve-month window from signature ends in December, and I know that.

73. turn 73 · 8:21 · 8:21 Robert Kahn 2025-06-24

    Then say December.

74. turn 74 · 8:26 · 8:26 Marco Rossi 2025-06-24

    Sure.

75. turn 75 · 8:29 · 8:29 Marco Rossi 2025-06-24

    I will not say say December until I have looked at the four... categories properly, because if I say December today and miss it, that is worse for both of us than being careful now.

76. turn 76 · 8:55 · 8:55 Priya Nair 2025-06-24

    Mm, okay.

77. turn 77 · 8:58 · 8:58 Robert Kahn 2025-06-24

    Yeah. That is a good for the... a date.

78. turn 78 · 9:14 · 9:14 Lena Fischer 2025-06-24

    Yeah.

79. turn 79 · 9:16 · 9:16 Lena Fischer 2025-06-24

    Well, robert.

80. turn 80 · 9:20 · 9:20 Marco Rossi 2025-06-24

    Right.

81. turn 81 · 9:21 · 9:21 Robert Kahn 2025-06-24

    I am being consistent. Since March last year I have said one

82. turn 82 · 9:29 · 9:29 Marco Rossi 2025-06-24

    Sure.

83. turn 83 · 9:33 · 9:33 Robert Kahn 2025-06-24

    thing.

84. turn 84 · 9:37 · 9:37 Lena Fischer 2025-06-24

    Yep.

85. turn 85 · 9:38 · 9:38 Marco Rossi 2025-06-24

    You have.

86. turn 86 · 9:45 · 9:45 Robert Kahn 2025-06-24

    Then the

87. turn 87 · 9:48 · 9:48 Ana Duarte 2025-06-24

    Exactly.

88. turn 88 · 9:49 · 9:49 Robert Kahn 2025-06-24

    Let me just... proposal in July needs a date in it.

89. turn 89 · 10:02 · 10:02 Marco Rossi 2025-06-24

    sort of It will have a date in it.

90. turn 90 · 10:11 · 10:11 Robert Kahn 2025-06-24

    Good. Second thing. The but the...

91. turn 91 · 10:18 · 10:18 Ana Duarte 2025-06-24

    Fresh waste

92. turn 92 · 10:22 · 10:22 Lena Fischer 2025-06-24

    Sure.

93. turn 93 · 10:26 · 10:26 Ana Duarte 2025-06-24

    is unchanged

94. turn 94 · 10:29 · 10:29 Marco Rossi 2025-06-24

    Yeah.

95. turn 95 · 10:33 · 10:33 Ana Duarte 2025-06-24

    because fresh is not live. The number you have seen is ambient inventory.

96. turn 96 · 10:40 · 10:40 Robert Kahn 2025-06-24

    Yes, I understand that now. I am asking a different question. When fresh,

97. turn 97 · 10:46 · 10:46 Priya Nair 2025-06-24

    Understood.

98. turn 98 · 10:47 · 10:47 Robert Kahn 2025-06-24

    does go live, how will we know it worked?

99. turn 99 · 10:55 · 10:55 Ana Duarte 2025-06-24

    Yeah.

100. turn 100 · 10:58 · 10:58 Ana Duarte 2025-06-24

     right We measure fresh waste as a percentage of of fresh net sales against the baseline.

101. turn 101 · 11:08 · 11:08 Robert Kahn 2025-06-24

     So as you can see... Which baseline?

102. turn 102 · 11:25 · 11:25 Priya Nair 2025-06-24

     Fair enough.

103. turn 103 · 11:27 · 11:27 Ana Duarte 2025-06-24

     The one we agree before go-live.

104. turn 104 · 11:31 · 11:31 Marco Rossi 2025-06-24

     Right.

105. turn 105 · 11:34 · 11:34 Robert Kahn 2025-06-24

     We have not agreed one.

106. turn 106 · 11:45 · 11:45 Ana Duarte 2025-06-24

     No.

107. turn 107 · 11:50 · 11:50 Marco Rossi 2025-06-24

     Yeah.

108. turn 108 · 11:54 · 11:54 Robert Kahn 2025-06-24

     Then agree one before go-live and not after, because after go live everybody's...

109. turn 109 · 12:03 · 12:03 Priya Nair 2025-06-24

     True.

110. turn 110 · 12:05 · 12:05 Robert Kahn 2025-06-24

     baseline is the one that makes them look good.

111. turn 111 · 12:11 · 12:11 Lena Fischer 2025-06-24

     He is right.

112. turn 112 · 12:14 · 12:14 Marco Rossi 2025-06-24

     Right.

113. turn 113 · 12:18 · 12:18 Ana Duarte 2025-06-24

     Action on me. Baseline agreed in writing before, fresh go live.

114. turn 114 · 12:29 · 12:29 Robert Kahn 2025-06-24

     Thank you. I have to go.

115. turn 115 · 12:34 · 12:34 Lena Fischer 2025-06-24

     Anything else?

116. turn 116 · 12:40 · 12:40 Priya Nair 2025-06-24

     Yes, one thing and it is small. Somebody on your, side has been asking my team for access to the warehouse system directly rather than going,

117. turn 117 · 12:59 · 12:59 Marco Rossi 2025-06-24

     Okay.

118. turn 118 · 13:01 · 13:01 Priya Nair 2025-06-24

     1 second through me. I would rather that came through me.

119. turn 119 · 13:07 · 13:07 Ana Duarte 2025-06-24

     Mm-hm.

120. turn 120 · 13:08 · 13:08 Ana Duarte 2025-06-24

     Who?

121. turn 121 · 13:11 · 13:11 Lena Fischer 2025-06-24

     Right.

122. turn 122 · 13:12 · 13:12 Priya Nair 2025-06-24

     I do not know the name, it,

123. turn 123 · 13:18 · 13:18 Marco Rossi 2025-06-24

     Mm-hm.

124. turn 124 · 13:22 · 13:22 Priya Nair 2025-06-24

     came second hand. It may have been nothing.

125. turn 125 · 13:28 · 13:28 Ana Duarte 2025-06-24

     I will find out and it will not happen again.

126. turn 126 · 13:35 · 13:35 Lena Fischer 2025-06-24

     Then we are done.

127. turn 127 · 13:41 · 13:41 Robert Kahn 2025-06-24

     Yeah, yeah.