CTA Updates
Date: March 27, 2026 Source: Granola Meeting ID: f63006ed-435f-4b14-97b4-35f0b7d40c2f URL: https://notes.granola.ai/t/f63006ed-435f-4b14-97b4-35f0b7d40c2f
Participants:
- Uttam Kumaran (note creator) from Brainforge uttam@brainforge.ai
- Kyle Wandel from Consumer Technology Association kwandel@cta.tech
- Awaish Kumar from Brainforge awaish.kumar@brainforge.ai
- Katherine Bayless kbayless@cta.tech
CES Modeling & Data Updates
- Fortune 500 and retail data added as dimension tables
- Kept separate from registration data (no connection for now)
- Available for future use if needed
- Exhibitor data modeling complete
- New dim_exhibitor_data table created
- Changes ready in existing PR, awaiting approval
- Live exhibitor data pipeline migration starting next week
- Rewriting old AWS pipeline with modern approach
- Connecting to ExpoCad platform → S3 → Snowflake
- Target: live data by end of next week
- Already selling CES space on-site (millions in sales)
- Slack reporting continuation likely needed
- Legacy users not yet in Snowflake
- First pipe-out to Slack from new stack
ID Stitching Progress
- Waterfall logic implemented from previous feedback
- Awaish working on remaining items from last call
- Canonical company IDs not yet assigned
- Kyle noted need for CES integration via Okta
- People IDs will be messy (one per email initially)
- Company IDs critical for pre-credentialing expansion
- Pre-credentialing expansion planned (6 weeks out)
- Opening beyond member companies
- Form submission → domain-based approval process
Cortex Adoption Dashboard
- Built comprehensive usage analytics covering:
- Request patterns and active users
- Model usage (currently auto-selected)
- Token consumption and costs
- Query themes (attendance, membership topics)
- User cohorts (7-day, 30-day activity)
- Billing starts April 1st
- Expected costs very low (~$50/month estimated)
- Comparable to individual Cursor usage
- Dashboard includes diagnostic tools
- Error logging with verbose details
- Session-related troubleshooting
- Three PRs ready for review covering:
- DBT marts for adoption metrics
- Streamlit dashboard deployment
- Role management updates
Development Process Improvements
- Created deployment script for local Streamlit development
- 30-line script enables local editing → Snowflake deployment
- Solves manual app creation limitation
- Includes credentials configuration guidance
- Setup walkthrough planned for tomorrow’s call
- Goal: enable all team members to edit dashboards locally
- Faster iteration cycles vs. Snowflake UI editing
Role Management & Access Control
- New role structure implemented:
- role_developer: broad mart staging access
- role_chat: prod marts + cortex access
- role_cortex_analyst_user: sidebar access (Snowflake system requirement)
- Okta integration ready with Ian
- Default role/warehouse assignment preferred
- Metadata mapping for teams/titles needed
- Ian ready to implement when requirements defined
- GitHub Actions for access verification
- Automated role validation on PR merges
- Prevents access disruptions during changes
- Data share access role needed
- Kyle/Catherine require member data access for journey work
- Separate role_data_share_read to be created
- Membership team could benefit from raw data access
Next Steps
- Awaish: Complete ID stitching logic this week
- Uttam: Merge cortex PRs and focus on chat improvements
- Team: Streamlit development setup tomorrow
- Kyle: Continue exhibitor pipeline migration
- Catherine: Christina touchbase tomorrow, Kinsey lunch Monday for modification status
- Ian: Okta integration setup when metadata requirements defined