Brainforge Knowledge

run_of_show

4 min read

Eden Omni Stakeholder Training — Run of Show (45 min)

Audience: mixed (stakeholders + a few builders)
Format: ~half overview / ~half hands-on
Goal: preserve familiar dashboards, explain Topics + AI, and operationalize “snapshots → workflow.”

Source anchors (for facilitator)

  • Invite list + key links: ../omni_migration/notes.md
  • Licensing/seat types + tokens: ../omni_migration/omni_pricing_internal_bi.pdf
  • Eden-specific context:
    • Seats/AI expectations + “exports to reduce seats”: ../../transcripts/2026-02-13_eden_daily_standup_b1092874.md
    • Topics definition + semantic layer intent: ../../transcripts/2026-02-12_eden_omni_migration_sprint_planning_hudd_cf694071.md

Pre-reqs (do before the session)

  • Access
    • All attendees can log into Omni.
    • At least 2 builders have Standard access (can create charts/dashboards; AI if enabled).
    • Facilitator can export/download and can create (or at least view) deliveries/alerts settings.
  • Demo content
    • Pick 1 “daily driver” dashboard for the hands-on (one dashboard is enough).
    • Confirm at least 1 Topic/dataset is available for charting and AI.

Key messages to reinforce (Eden-specific)

  • Familiar dashboards first: prioritize P0 dashboards that stakeholders use daily.
  • Topics = curated datasets (joins + definitions + governance). Dashboards can include charts from multiple Topics; each chart points to one Topic.
  • Definitions must stay consistent across Topics (don’t fork “revenue” by department).
  • AI is an entitlement + budget (tokens). Give AI-enabled seats to people who will use it and can sanity-check it.
  • Snapshots → workflow: scheduled PDF/CSV deliveries + alerts replace screenshots and reduce seat pressure.

Minute-by-minute agenda

0:00–0:03 — Welcome + outcomes

  • What we’ll accomplish today:
    • Understand roles (Developer / Standard / Viewer)
    • Navigate dashboards + export
    • Understand Topics (and why they matter)
    • Use AI safely (when enabled)
    • Turn snapshots into a workflow (deliveries/alerts)

0:03–0:10 — Users + roles (conceptual; no pricing numbers)

Use the licensing deck framing:

  • Developer: models, connections, permissions
  • Standard: create dashboards/charts; AI + context editing
  • Viewer: explore dashboards; filter/drill/download; schedule + alerts

Talking points:

  • Eden doesn’t need everyone as a builder.
  • Most stakeholders should be Viewers; a small set should be Standard.

0:10–0:14 — Pricing strategy (how to think about it)

Keep it high-level:

  • Seat mix is the main lever (fewer builders; broad distribution via deliveries).
  • AI features are valuable but not everyone needs them.
  • Tokens are a monthly AI usage budget (don’t roll over).

0:14–0:22 — Familiar dashboards: find, filter, export

Live demo (facilitator):

  • Open the chosen “daily driver” dashboard.
  • Change:
    • date window
    • one business filter (product / pharmacy / plan / channel)
  • Export/download a table to CSV.

Emphasize:

  • You can answer 80% of questions via filters + exports—without building anything new.

0:22–0:30 — Topics (semantic layer) in plain English

Explain:

  • Topic = approved dataset for a set of questions.
  • Topics contain:
    • joins (how tables connect)
    • definitions + assumptions (grain, inclusion/exclusion rules)
    • governance (who can see what)

Eden guidance:

  • Organize Topics by use-case or team if helpful, but keep core definitions consistent.

0:30–0:35 — AI features: what it’s for + guardrails

Demo (facilitator, if AI enabled):

  • Ask 1–2 natural language questions tied to the dashboard.
  • Sanity-check results.

Guardrails to repeat:

  • confirm timeframe (partial days?)
  • confirm grain (order vs transaction vs customer)
  • confirm filters (paid vs pending vs cancelled)

0:35–0:38 — Mobile view (quick expectations)

  • Show mobile layout toggle (if available in your instance).
  • What “good” looks like on mobile (readable KPIs; minimal scrolling).

0:38–0:45 — Hands-on block (split path: Viewer vs Builder)

Goal: everyone completes a confidence loop.

Step A (Everyone — 4 min)

  • Open the demo dashboard
  • Change 2 filters (date + one dimension)
  • Export/download a table

Step B (Viewers — 2–3 min)

  • Find deliveries/schedules/alerts from the dashboard
  • Draft a daily delivery (PDF or CSV) to email/Slack
    • If you can’t create it: identify recipients + cadence + owner

Step C (Builders — 2–3 min)

  • Create a simple chart from the relevant Topic:
    • metric (revenue / orders / SLA %)
    • group by (product / pharmacy)
  • Save to a “Training” dashboard

Wrap (final minute)

  • Ask: “What’s one daily screenshot we should replace with a scheduled delivery?”
  • Decide seat mix for this phase (who is Viewer vs Standard; who needs AI).
  • Create 1 scheduled delivery that replaces a daily snapshot.
  • Identify the top 3 Topics needed for P0 dashboards and safe AI use.

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