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The Estimize Roundtable

The Estimize Roundtable

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Estimize is an open financial estimates platform designed to collect forward looking financial estimates from independent, buy-side, and sell-side analysts, along with those of private investors and academics. Currently, 62,482 analysts contribute to Estimize, resulting in coverage on over 2,200 stocks and 80 economic indicators each quarter. The Estimize consensus has proven more accurate than comparable sell side data sets over 74% of the time and by 15% on average. Become a part of our co ...
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In this episode, other than saying "done" a lot, we tackle the question of how we know when our work is complete. Is the definition of done based on time, deliverables, contract terms, solving a particular problem, the ability of the team to move forward, or based on some form of metrics? Hop into this pod to hear us hash this out in our usual fash…
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In this episode we dive into the idea of titles and roles: why are there so many? and what do they say about what we actually do? We discuss how skills can vary across UX roles and how we might ensure that people understand what we do based on our titles. We also get into the overlap of skillsets that are shared with other roles that may or may not…
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Today we talk estimates! (super exciting eh?) But it is one of those things we have to do and getting right is tricky. We dig a little deeper into pricing (one of our previous episodes) and we discuss the details to our estimating process. What do we typically include and how do we handle scope creep/overages to protect ourselves? We also discuss h…
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We often get asked to do "best in class" assessments or to design best in class solutions but who decides what this means? Who defines what's considered "the best"? What is it trying to answer or how does it support the underlying design problem? What do client's mean when they are looking for this, and how do we do a better job having discussions …
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This episode we talk about how UX work fits into (or doesn't), the agile methodology. How do sprints work when it comes to UX deliverables? Is it just mini "waterfalls"? How do we keep our eye on the bigger picture and ensure we are still zooming out to maintain a holistic view of the experience and the actual problem we are solving? We might even …
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In this episode, we discuss the often misaligned objectives between UX and Marketing teams and how we could reduce butting heads. Ultimately we all have the same goal, we just approach it and look at it from a different lens. We discuss some ways we might improve this, as well as how we can ensure we don't forget our values as UX designers. How do …
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This podcast we discuss how we decide what we can or can't take on. When do we know we don't have enough work? When do you know you have too much? How do you manage multiple projects? How do you budget and plan for your expenses? When and how do you say no? *Production Note: Please bear with us on this one, the audio quality is a bit all over the m…
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Today we explore how we price projects. What might it look like if we considered pricing projects based on outcomes versus deliverables? How can you estimate the value of your contribution beyond just the hours it takes you and the number of screens you create? Can you create "packages"? How do you ensure there is flexibility in your pricing struct…
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Today we talk contracts! What should you look out for when negotiating a contract or creating a SOW? How do you ensure you understand the scope before signing on? How do you course correct when the scope changes? What should you consider when thinking about payment terms and payment collection? Some contract resources we like: Avoid these mistakes …
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On this debut episode of the Remember the Humans podcast, we introduce ourselves and talk about why we decided to become UX freelancers. How did we start out? What did we find challenging? Would we ever go back to full-time gigs (eeek!)? Some supplemental reading if you are keen: https://wefreelancing.com/ How To Become a Highly Paid Freelance UX D…
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This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Seema Shah, Senior Retail Analyst at Bloomberg Intelligence. The group starts by discussing the most recent downturn in Bitcoin which was hovering around it’s peak last Thanksgiving, and then gets into everything around the holiday sh…
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This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen is joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses the biggest winners and losers of the Q3 tech earnings season thus far, and looks ahead at names that have yet to report. The ge…
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This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management, and we are excited to welcome a new guest, Seema Shah, Senior Analyst at Bloomberg Intelligence. This is our big consumer show ahead of Q3 retail reports and the holiday shopping season. The…
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