CTA Future Roadmap
Date: March 19, 2026 Source: Granola Meeting ID: 69933225-c0fb-4d07-b61b-584338578940 URL: https://notes.granola.ai/t/69933225-c0fb-4d07-b61b-584338578940
Participants:
- Uttam Kumaran (note creator) from Brainforge uttam@brainforge.ai
- Awaish Kumar from Brainforge awaish.kumar@brainforge.ai
- Brylle Girang from Brainforge brylle.girang@brainforge.ai
Project Organization & Initiative Structure
- Reviewed existing CTA projects in Linear with established initiatives
- Consolidated cross-cutting tasks into “CTA Documentation” project
- Renamed from multiple scattered documentation tasks
- Will include 2026 metrics and data platform documentation
- Standardized initiative naming convention
- Changed “Ingest and backfill” to “Ingestion & Modeling”
- Deleted redundant “Phase one delivery” initiative
- Aligned with Element project structure: ingestion, modeling, reporting/analytics
Snowflake Cortex Rollout Priority
- Renamed project to “Snowflake Cortex Rollout”
- Extended deadline to end of April 2026
- Awaish to build out roadmap using previous meeting notes from Granola
- Will divide into sub-phases based on transcript details
- Primary focus for next two months alongside CTA analytics completion
Data Ingestion Updates
- Need to ingest Shopify and Salesforce data using Snow Python
- Breaking up ingestion by source (separate Shopify/Salesforce projects)
- Cleaned up completed/canceled ingestion tasks
- Renamed “CES Analytics” to “CTA Analytics” for accuracy
Infrastructure Standardization
- Consolidating infrastructure tasks into three main projects:
- Snowflake setup
- DBT
- GitHub
- Deleted redundant infrastructure milestones
- Will apply this standard across all data service clients
Next Steps
- Awaish: First pass organizing all projects and timelines
- Uttam: Add target dates after initial organization
- Awaish: Create blocked ticket for Fortune 500 data ingestion
- Escalate to client (Katherine/Kyle) daily/every other day for Fortune 500 company list
- Data needed in S3 before analytics work can proceed
- Team: Ensure all CTA Linear tickets have associated projects
- Prepare Snowflake Cortex and CTA analytics progress for Friday client call