Brainforge Knowledge

2026-01-28_shivani_pre-meeting_sync

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Pre-Meeting Sync: Shivani - Goals for Today/Tomorrow

Date: January 28, 2026
Time: Pre-meeting sync (before main meeting)
Attendees: Shivani Amar, Uttam Kumaran
Purpose: Align on goals, priorities, and status updates before main meeting

Quick Status Summary

✅ Completed / In Progress

  • Shopify Ingestion: ✅ Complete (confirmed in wholesale meeting agenda Jan 13)
  • Wholesale CRM Data: ✅ Ingested (Google Sheets)
  • Documentation: 🔄 Active work in progress
  • Wholesale Summary Table: 🔄 Supporting work ongoing

⏳ Pending Confirmation

  • Recharge Ingestion: ⏳ Need confirmation
  • Ware2Go Ingestion: ⏳ Need confirmation
  • Gorgias Access: ⏳ Still nudging/pending

📋 Upcoming Focus

  • BI Tool Selection: Next month priority
  • Documentation: Shifted focus from retail analysis/quick wins

❓ Unknown Status

  • MHI: Haven’t heard anything yet

Discussion Topics

1. Gantt Chart Updates

Status: Need to update project timeline with current progress

Updates Needed:

  • Mark Shopify ingestion as complete (with completion date)
  • Confirm and mark Recharge ingestion status
  • Confirm and mark Ware2Go ingestion status
  • Update documentation phase timeline
  • Add BI tool selection timeline (next month focus)
  • Document retail analysis pause (effort shifted to docs)

Questions for Shivani:

  • Any timeline adjustments needed based on current progress?
  • Are there any new deadlines or milestones to add?
  • Should we adjust Phase 2/Phase 3 timelines based on current status?

2. Documentation Work

Status: Active work in progress - shifting focus from retail analysis/quick wins

Current Documentation Completed:

  • ✅ Wholesale formatting guide: resources/wholesale_customers_formatting_guide.md
  • ✅ Wholesale report specification: resources/wholesale_customers_report_specification.md
  • ✅ Multiple wholesale implementation guides in resources folder
  • ✅ Discovery Wiki: DISCOVERY_WIKI.md (ongoing updates)
  • ✅ Data platform documentation CSVs: resources/data_platform_documentation/

Documentation Priorities:

  • Confirm what documentation is most critical right now
  • Identify gaps in current documentation
  • Align on documentation standards/format
  • Prioritize technical docs vs. user-facing docs

Questions for Shivani:

  • What documentation is most critical right now?
  • Are there specific docs needed for BI tool selection?
  • Should we prioritize technical docs or user-facing docs?
  • What’s the timeline for completing priority documentation?

3. Wholesale Summary Table Support

Status: Working on supporting summary table

Current Work:

  • Formatting guide exists: resources/wholesale_customers_formatting_guide.md
  • Report specification exists: resources/wholesale_customers_report_specification.md
  • Multiple implementation guides in resources folder
  • dbt models exist: dbt_project/models/marts/wholesale_customers/

Questions for Shivani:

  • What specific functionality does the summary table need?
  • Is this a new table or enhancement to existing?
  • What’s the priority vs. other documentation work?
  • Are there any blockers or dependencies?

4. Shopify Ingestion End Confirmation

Status: ✅ Complete (per Jan 13 wholesale meeting agenda)

Confirmation Needed:

  • Confirm Shopify ingestion is fully complete
  • Confirm data quality checks passed
  • Document any remaining issues or edge cases
  • Update gantt with completion date
  • Confirm historical backfill is complete

Questions for Shivani:

  • Can we confirm Shopify ingestion is fully complete?
  • Any data quality issues to address?
  • Is historical backfill complete (2+ years)?
  • Any known limitations or caveats?

5. Recharge & Ware2Go Ingestion Confirmation

Status: ⏳ Need confirmation on both

Recharge:

  • Verify Recharge ingestion status
  • Confirm data is flowing correctly
  • Document any known issues
  • Confirm historical backfill status

Ware2Go:

  • Verify Ware2Go ingestion status
  • Confirm data is flowing correctly
  • Document any known issues
  • Confirm historical backfill status

Questions for Shivani:

  • Can we confirm Recharge is fully ingested?
  • Can we confirm Ware2Go is fully ingested?
  • Any issues or concerns with these data sources?
  • Are both sources flowing correctly into the warehouse?
  • Any data quality issues to address?

6. Gorgias Access

Status: ⏳ Still nudging/pending

Context:

  • Gorgias is CX platform (confirmed in Jason IT meeting, Dec 2)
  • CX discovery meeting scheduled Jan 13 with Landon
  • Access needed for CX data integration

Current Status:

  • Document current status of access request
  • Identify blockers or delays
  • Determine if this is blocking any work
  • Plan next steps if still pending

Questions for Shivani:

  • What’s the current status of Gorgias access?
  • Who needs to approve/provide access?
  • Is this blocking any critical work?
  • Timeline expectations?
  • Should we escalate or follow up with someone specific?

7. BI Tool Focus (Next Month)

Status: Next month priority

Preparation Needed:

  • Review BI tool comparison docs if they exist
  • Prepare for BI tool selection process
  • Identify stakeholders for BI tool decision
  • Understand requirements/constraints

Questions for Shivani:

  • What’s the timeline for BI tool selection?
  • Who are the key decision makers?
  • What are the key requirements/constraints?
  • Any vendors already under consideration?
  • What’s the budget range?
  • Any integration requirements (e.g., must integrate with Snowflake, dbt)?
  • User count and access needs?

8. Retail Analysis & Quick Wins Pause

Status: Shifting effort to docs

Scope Shift:

  • Retail analysis work paused
  • Quick wins work paused
  • Effort shifted to documentation

Questions for Shivani:

  • Confirm understanding: retail analysis paused, effort shifted to docs?
  • Any retail analysis work that must continue?
  • Timeline for resuming retail analysis?
  • Are there any quick wins that should still be prioritized despite the shift?
  • What triggered this scope shift?

9. MHI Status

Status: ❓ Haven’t heard anything yet

Questions for Shivani:

  • What is MHI and what’s the expected status?
  • Should we follow up on this?
  • Is this blocking any work?
  • Who should we contact about MHI?
  • What was the original ask/expectation?

10. Additional Topics

Open Items:

  • Review recent meeting notes for any open items
  • Check for any pending action items from previous calls
  • Identify any blockers or concerns

Questions for Shivani:

  • Any other topics to cover?
  • Any blockers or concerns?
  • Any changes to priorities or scope?
  • Any upcoming deadlines or milestones we should be aware of?
  • Any stakeholder updates or changes?

Pre-Call Checklist

Before the call, ensure:

  • Gantt chart is accessible and ready to update
  • Current documentation status is clear
  • Ingestion statuses are documented (Shopify ✅, Recharge ⏳, Ware2Go ⏳)
  • Gorgias access request status is known (pending)
  • BI tool requirements/constraints are understood (to be discussed)
  • Scope shift (retail → docs) is documented
  • All questions are prepared

Post-Call Actions

After the call:

  • Update gantt chart with any changes
  • Document decisions made
  • Update action items
  • Update DISCOVERY_WIKI.md if needed
  • Share summary with team
  • Follow up on any pending items (Gorgias, MHI, etc.)

Files to Reference

  • Gantt: lmnt_project_gantt.jpeg
  • Discovery Wiki: DISCOVERY_WIKI.md
  • Agents guide: agents.md
  • Wholesale docs:
    • resources/wholesale_customers_formatting_guide.md
    • resources/wholesale_customers_report_specification.md
  • Data platform docs: resources/data_platform_documentation/
  • Meeting agendas: meeting_agendas/
  • dbt models: dbt_project/models/

Notes Section

Space for notes during the call

Decisions Made

Action Items

  • Shivani:
  • Brainforge:

Follow-Up Needed

Key Takeaways

Document Change Log

DateAuthorChange
Jan 28, 2026Uttam KumaranInitial creation of pre-meeting sync document

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