Brainforge x LMNT

Date: March 19, 2026 Source: Granola Meeting ID: 2287fde9-64b6-4968-b751-fc873b17f10b URL: https://notes.granola.ai/t/2287fde9-64b6-4968-b751-fc873b17f10b

Participants:


Omni BI Tool Implementation Progress

  • Current phase: Foundation and pilot scope (100% complete)
    • Snowflake connection established
    • Pilot domain locked to retail and wholesale
    • Data dictionary and definitions in progress
  • Next phase targets April 27th completion
    • Finalize core metric definitions
    • Create Topics for retail and wholesale data sets
    • Begin dashboard development for both channels
    • Topics enable AI to query correct tables and provide accurate responses
  • Training rollout strategy
    • Limited pilot group: Uttam, Dan, Steve, Andy
    • 30-minute intro session scheduled Wednesday March 25th, 3pm Eastern
    • Slack channel for feedback and troubleshooting during testing
    • No broader rollout until pilot group approves quality

Data Integration Updates

  • Amazon data ingestion
    • First data set received yesterday
    • Connection successfully established
  • Walmart e-commerce integration
    • API connection completed end of day yesterday
    • Finalizing data collection process
    • Timeline update expected today from vendor call
  • Vitamin Shop opportunity
    • Shorter-term path via spreadsheet data from Bess
    • Longer-term FTP server integration planned

Leadership Demo Timeline

  • Internal demo for Phil: April 17th
    • Test retail and wholesale dashboards
    • Validate AI query responses and accuracy
  • Executive presentation: April 21st
    • Present to leadership for project approval decision
    • Coincides with regular CEO dashboard meeting
  • VP of Retail onboarding
    • New VP Craig starting next month
    • Will review dashboards as part of approval process

Project Communication Challenges

  • Weekly reporting format issues
    • Need verb-led, actionable milestone descriptions
    • Current updates too high-level for stakeholder needs
    • Greg to edit deck with specific technical steps
  • Visibility requirements
    • Leadership needs clear work breakdown to justify costs
    • Distinction between “plugging in Snowflake” vs building BI tool
    • Detailed milestone tracking for contract renewal discussions

Broader Data Strategy Roadmap

  • May 1st: Deliver omnichannel commercial performance insights
  • June: Begin supply chain discovery and demand planning
  • July: Supply chain data visibility implementation
  • April sprint goal: Finalized list of all company data sources
    • Survey methodology to identify all data inputs across teams
    • Prioritization framework for integration sequence

Next Steps

  • Greg: Edit milestone deck with technical detail breakdown
  • Greg: Set up Omni pilot training session (March 25th, 3pm)
  • Shivani: Get timeline update on Walmart integration today
  • Team: Prepare demo materials for Phil review (April 17th)
  • All: Continue Amazon data QA and dashboard development