Brainforge Knowledge

2026-03-09_weekly-kick-off-update

6 min read

LMNT — Weekly Kick-Off Update

Date: 2026-03-09
Prepared for: LMNT team

Internal (CSO notes)

  • Include in client-facing: Greg intro in channel and Wednesday intro with Shivani; Omni 4–6 week plan and dashboard alignment; retail meeting with Russell for inventory metrics; wholesale discounts/returns finishing this week; Shopify modeling done and ready for QA; follow-up with Polytomic on Amazon and remaining connectors. Keep renewal wording neutral (“in progress”; “continuing at current capacity”).
  • Consider adding: Explicit ask to push first Shopify data models for QA and option to create another Google Sheets report for e-commerce if they want it. Uttam/Shivani/Ghalib 2026 ingestion meeting when scheduled. If you have a specific signoff ask for retail and wholesale spreadsheets or Omni pilot priority, add one line under Blockers (Reports) or Meetings Proposed.
  • Gaps: No transcript or Linear detail on SPINS connector or API contract decision—add to Connectors if you have an update. No Copacker/Encompass scope from this week’s sync. CSO to confirm Greg’s capacity split (Default, Eden, LMNT) and any names/links for 2026 ingestion or changelog not in vault.

Summary

We closed out renewal SOWs and completed Shopify e-commerce data modeling last week. This week we’re kicking off the March Omni pilot with Greg leading the stand-up, advancing wholesale discounts/returns reporting and retail inventory alignment, and following up on connectors. Our documentation changelog is updated so you can see what’s changed in one place.

Last week’s achievements

E-commerce / Shopify

Wholesale

Retail

Connectors / Polytomic

  • Polytomic row-volume estimate and sync schedule/table plan completed. Walmart Seller Central currently being built; Amazon connector blocked—we’re following up with Polytomic this week. Moving onto Quickbooks, Google Analytics, Facebook, Google Ads; connections made in Poly just need to start sync.

Omni BI

  • Renewal SOWs finalized and shared; Omni proposed as the BI layer. March Omni pilot plan shared with your team; 4–6 week stand-up structure in place. Greg will lead the Omni stand-up and dashboard work.

Documentation

This week’s focus

E-commerce / Shopify

  • Shopify modeling PR merge and validation; push first Shopify data models for QA. Option to create another Google Sheets report for e-commerce if desired. Begin basic Walmart modeling (dim/fact as needed); Amazon modeling remains blocked until Polytomic connector is ready.

Wholesale

  • Finish adding discounts and returns to the monthly report by SKU by price for Bess; complete first draft and move to client review. Ideally async updates via Slack for sheet feedback.

Retail

  • Schedule meeting with Russell (retail team) for retail dashboard and inventory metrics alignment. Advance inventory pipeline plan once metrics are agreed; we can’t start additional inventory reporting until we align with you on priorities.

Connectors / Polytomic

  • Follow up with Polytomic (Uttam walking through remaining connectors this week) on Amazon connector status and remaining connectors. Connections made in Poly just need to start sync where ready.

Omni BI

  • Introducing Greg Stoutenburg — Greg will lead the 4–6 week Omni stand-up and the March Omni pilot. We’ll introduce him in your channel and schedule an intro with Shivani this week (target Wednesday).
  • Lock March Omni pilot plan. Meeting Uttam, Shivani, and Greg this week to align on target dashboards and kick off. Retail and wholesale data marts are ready; we’ll start with a focused slice (e.g. wholesale) in Omni and build toward your goal dashboards.

Documentation

  • Loom/voiceover on discovery vs. full engagement for Shivani and Jason (by first week of sprint, e.g. March 10). Keep changelog updated as deliverables ship.

Meetings Proposed

  • Meeting with Russell — Retail dashboard and inventory metrics alignment (proposed; async via Slack if preferred).
  • Greg / Uttam / Shivani — Omni kickoff and March pilot plan; intro scheduled for this week (target Wednesday).
  • March plan / renewal sync — Uttam / Shivani (e.g. Wednesday); confirm availability.
  • Retail / Wholesale sheet updates — Ideally async via Slack; ad-hoc calls as needed.

Blockers

Reports:

  • None this week; Bess’s report and discounts/returns in progress toward client review. Once we align with the retail team on inventory metrics, we can extend the retail inventory view.

Connectors:

  • Amazon Seller Central ingestion blocked on Polytomic connector delivery. We’re following up with Polytomic this week for status and timeline. Walmart Seller Central currently being built.

Renewal:

  • Contract renewal still in progress; discussion between leadership and Element (LMNT) ongoing. We’re continuing at current capacity and will scale once the new agreement is in place.

Action items

OwnerActionDue
BrainforgeIntroduce Greg in LMNT channel and schedule Omni/dashboard alignment with Shivani (e.g. Wednesday)This week
BrainforgeFollow up with Polytomic on Amazon connector and remaining connectorsThis week
BrainforgeSchedule retail team meeting (Russell) to align on inventory metricsThis week
LMNTConfirm availability for Omni kickoff with Greg, Uttam, ShivaniThis week
LMNTShare any priorities for first Omni dashboards (e.g. wholesale vs. retail)As able

Questions or discussion topics

  • Any preference on which area we focus on first in Omni (e.g. wholesale vs. retail)?
  • Any additional data sources or metrics you’d like in our documentation or prioritized in the roadmap?
  • Input needed on Copacker/Encompass scope so we can fold it into the data platform plan.

Next sync

To be confirmed with your team (e.g. recurring standup or BI sync; Omni stand-up with Greg once scheduled).

Graph View