Meeting Title: Omni and Catalyst Dashboard Requirements Sync Date: 2026-01-14 Meeting participants: Lauren Kelly, Mustafa Raja
WEBVTT
1 00:00:33.420 ⇒ 00:00:34.550 Lauren Kelly: Hello.
2 00:00:35.210 ⇒ 00:00:36.270 Mustafa Raja: Hey, how are you?
3 00:00:36.570 ⇒ 00:00:39.089 Lauren Kelly: I’m good, how are you?
4 00:00:39.480 ⇒ 00:00:47.319 Mustafa Raja: Yeah, doing good. So… I believe you’ll be, filling up for Deanna, right?
5 00:00:47.670 ⇒ 00:00:49.230 Lauren Kelly: Yes, exactly.
6 00:00:49.610 ⇒ 00:00:52.350 Mustafa Raja: Okay, so yeah.
7 00:00:52.610 ⇒ 00:01:08.170 Mustafa Raja: What will be your, requirements for CS? I believe, with Diana, we have discussed earlier that we want, some of the KPIs for customers in, in the, Catalyst platform, right?
8 00:01:08.680 ⇒ 00:01:25.739 Lauren Kelly: Yes, exactly. I think that would be super helpful to have. And then, my understanding slash hope was that we would be able to, kind of build out the same dashboard that is in Omni right now as the,
9 00:01:25.830 ⇒ 00:01:32.329 Lauren Kelly: But on the individual client level, as opposed to kind of all-encompassing for all clients? Does that make sense?
10 00:01:33.480 ⇒ 00:01:39.760 Mustafa Raja: Yeah, I believe we can have a universal filter…
11 00:01:40.920 ⇒ 00:01:49.979 Mustafa Raja: on the dashboard, so we could filter to each certain client. Would that work, or would you want a specific dashboard for each client separately?
12 00:01:50.450 ⇒ 00:01:55.290 Lauren Kelly: If we can filter to them, like, would it be, like, a drop-down or something where you have to…
13 00:01:55.290 ⇒ 00:02:06.090 Mustafa Raja: So it would be only one drop-down where you would select, the name of the client, and then all of the charts would get updated, to that specific client.
14 00:02:06.310 ⇒ 00:02:23.520 Lauren Kelly: Yes, that, that works perfectly. I also… we had a couple of different things that, if possible, we would love to have included in the dashboards for the clients, kind of like additional metrics. Would that be possible, or would it have to be the same?
15 00:02:23.520 ⇒ 00:02:28.720 Mustafa Raja: Yeah, yeah. Yeah, that’s definitely possible if we have the data for that.
16 00:02:28.890 ⇒ 00:02:31.750 Mustafa Raja: So,
17 00:02:31.970 ⇒ 00:02:44.389 Mustafa Raja: we still will be, sending out the KPIs to, Catalyst, right? And, this sort of dashboard is, different from what we have in, Catalyst, right?
18 00:02:44.790 ⇒ 00:02:46.260 Lauren Kelly: Yes, exactly.
19 00:02:46.610 ⇒ 00:02:51.660 Mustafa Raja: Okay, yeah, so what would you want? What additional things would you want in there?
20 00:02:52.270 ⇒ 00:03:02.920 Lauren Kelly: Yeah, so I have a list here. I think, if we could have more information on, like, login information at the individual level, so, like,
21 00:03:02.920 ⇒ 00:03:12.670 Lauren Kelly: what… when users logged in, and, like, what kind of workflows they made. Did they make multiple kinds of workflows? Did they book a meeting through default?
22 00:03:12.680 ⇒ 00:03:14.910 Lauren Kelly: Etc.
23 00:03:15.150 ⇒ 00:03:29.370 Lauren Kelly: So I think that would be helpful. I think it would also be, helpful to see, like, workflows by trigger, if that would be possible as well. And then a couple of, like.
24 00:03:29.560 ⇒ 00:03:42.040 Lauren Kelly: this is on a little bit of a different side of the spectrum, but it would be, if we could pull in this data from plain, I think it would be helpful to see the amount of tickets submitted from each client.
25 00:03:42.050 ⇒ 00:03:50.310 Lauren Kelly: as well as just any, you know, new admins that are added to the platform. And then I think also.
26 00:03:50.590 ⇒ 00:03:57.830 Lauren Kelly: The amount of days out, like a… some sort of dashboard with the amount of days out before the renewal date in the contract?
27 00:03:57.940 ⇒ 00:04:01.160 Lauren Kelly: would be amazing. Yeah.
28 00:04:02.440 ⇒ 00:04:03.099 Mustafa Raja: Thank you.
29 00:04:03.260 ⇒ 00:04:11.030 Mustafa Raja: Okay, and do you have an idea on what sort of, KPIs would you love, in Catalyst for each of the clients?
30 00:04:11.870 ⇒ 00:04:13.989 Lauren Kelly: I think all the same.
31 00:04:14.140 ⇒ 00:04:15.269 Lauren Kelly: If possible.
32 00:04:16.240 ⇒ 00:04:22.250 Mustafa Raja: So, so everything, on the both sides, in Omni and, they’re in Catalyst, okay.
33 00:04:22.250 ⇒ 00:04:23.549 Lauren Kelly: Yeah. Look at that works.
34 00:04:24.670 ⇒ 00:04:33.280 Mustafa Raja: So, prior to this, we had a blocker from the, engineering team.
35 00:04:33.800 ⇒ 00:04:34.590 Mustafa Raja: Okay.
36 00:04:34.590 ⇒ 00:04:35.540 Lauren Kelly: I’m setting up to…
37 00:04:35.840 ⇒ 00:04:39.640 Mustafa Raja: Yeah, in setting up S3, so,
38 00:04:39.960 ⇒ 00:04:48.049 Mustafa Raja: Would love to know if you could help us out over there, if the engineering team is now available to support us in setting up S3.
39 00:04:48.260 ⇒ 00:04:53.369 Mustafa Raja: If so, then, we can definitely, work on sending data back to
40 00:04:53.530 ⇒ 00:04:55.899 Mustafa Raja: catalyst and supporting on Omni.
41 00:04:56.280 ⇒ 00:05:01.019 Lauren Kelly: Perfect. Okay, yeah, I’m pretty sure we have confirmation from them that that should be…
42 00:05:01.440 ⇒ 00:05:04.680 Lauren Kelly: be supported on our end, but I’ll confirm.
43 00:05:05.400 ⇒ 00:05:06.010 Mustafa Raja: Okay.
44 00:05:07.300 ⇒ 00:05:13.699 Lauren Kelly: Is there anything specific you need from them, or just… is it just, like, access to the S3 bucket, or…
45 00:05:13.700 ⇒ 00:05:15.030 Mustafa Raja: We have,
46 00:05:15.330 ⇒ 00:05:21.089 Mustafa Raja: Yeah, we have, gone through, with them, the sort of setup we need in S3.
47 00:05:21.090 ⇒ 00:05:21.640 Lauren Kelly: Okay.
48 00:05:21.640 ⇒ 00:05:27.359 Mustafa Raja: So… I believe Thomas and Victor might have context on that already.
49 00:05:27.360 ⇒ 00:05:28.510 Lauren Kelly: Perfect.
50 00:05:29.020 ⇒ 00:05:29.810 Lauren Kelly: Cool.
51 00:05:29.810 ⇒ 00:05:38.680 Mustafa Raja: Okay, and do you sort of have any, expected deadlines, for this?
52 00:05:40.390 ⇒ 00:05:40.850 Mustafa Raja: Thank you.
53 00:05:40.850 ⇒ 00:05:47.090 Lauren Kelly: No… no deadlines. I think, you know, as soon as we can get the dashboards
54 00:05:47.500 ⇒ 00:05:51.360 Lauren Kelly: For individual clients up and running would be amazing.
55 00:05:51.520 ⇒ 00:05:57.099 Lauren Kelly: What is… what does the typical timeline look like on your end for… for adding.
56 00:05:57.100 ⇒ 00:05:57.900 Mustafa Raja: Yeah.
57 00:05:58.160 ⇒ 00:05:58.550 Lauren Kelly: You know.
58 00:05:58.550 ⇒ 00:05:59.150 Mustafa Raja: I believe…
59 00:05:59.150 ⇒ 00:05:59.550 Lauren Kelly: XML.
60 00:05:59.550 ⇒ 00:06:04.050 Mustafa Raja: It’s going to… yeah, I believe, I believe 2 to 3 weeks.
61 00:06:04.290 ⇒ 00:06:10.230 Mustafa Raja: But then we’ll be, we of course have some, streams already, and we’ll be adjusting based on
62 00:06:10.350 ⇒ 00:06:22.509 Mustafa Raja: what we already have and what we can support. So I’ll update… I’ll update this Gantt chart, and, hopefully Demilade or I will get back to you with a proper timeline and support.
63 00:06:23.030 ⇒ 00:06:23.360 Lauren Kelly: Okay.
64 00:06:23.360 ⇒ 00:06:23.860 Mustafa Raja: Yep.
65 00:06:23.860 ⇒ 00:06:32.449 Lauren Kelly: That sounds good. Great. Anything else that you need from my end? I can… I’ll go ahead and share,
66 00:06:33.580 ⇒ 00:06:43.259 Lauren Kelly: the kind of list of other, you know, data points that we’d love to see in the dashboard for individual clients, with you in Slack, if that works.
67 00:06:43.790 ⇒ 00:06:44.680 Lauren Kelly: Yeah, if…
68 00:06:44.680 ⇒ 00:06:55.939 Mustafa Raja: Yeah, if an external channel, you can share, share a document of what you would love in the… what’s it called? In Omni and, Catalyst. Yeah, that’s going to really help us.
69 00:06:56.350 ⇒ 00:07:01.710 Lauren Kelly: Perfect. Okay, I will tag you… In this shared Slack.
70 00:07:09.370 ⇒ 00:07:10.770 Lauren Kelly: Okay, perfect.
71 00:07:22.380 ⇒ 00:07:24.999 Mustafa Raja: Sorry, I think I’m sharing the wrong screen here.
72 00:07:29.160 ⇒ 00:07:30.390 Mustafa Raja: Give me a moment.
73 00:07:35.030 ⇒ 00:07:36.600 Mustafa Raja: I think this might be the correct one.
74 00:07:38.240 ⇒ 00:07:39.160 Mustafa Raja: Okay.
75 00:07:39.680 ⇒ 00:07:40.540 Lauren Kelly: Let’s see…
76 00:07:47.160 ⇒ 00:07:51.510 Mustafa Raja: Okay then, yeah, let me know if you have any other questions for us.
77 00:07:53.050 ⇒ 00:08:10.149 Lauren Kelly: No questions. I think, this is honestly a great place to start. I think… so I shared the list with you, I’ll confirm with, Thomas on the S3 side of things, and I’ll ping you in Slack when I hear back from him. But I’m pretty sure that that…
78 00:08:10.310 ⇒ 00:08:12.110 Lauren Kelly: Was good to go, internally.
79 00:08:13.370 ⇒ 00:08:13.980 Mustafa Raja: Yep.
80 00:08:14.370 ⇒ 00:08:15.860 Mustafa Raja: Okay. Thanks so much.
81 00:08:15.860 ⇒ 00:08:19.990 Lauren Kelly: Awesome. And if you have any questions about, like.
82 00:08:20.120 ⇒ 00:08:30.629 Lauren Kelly: anything that I wrote down there, or want me to get more specific with, like, where that data would come from, or how we want to see it, happy to answer any questions over Slack as well. Or me.
83 00:08:30.630 ⇒ 00:08:32.100 Mustafa Raja: Okay. Okay.
84 00:08:32.270 ⇒ 00:08:35.970 Lauren Kelly: Cool. Yeah, I’ll definitely ping you back, if I have any other questions.
85 00:08:36.480 ⇒ 00:08:38.580 Lauren Kelly: Perfect. Okay, thank you so much.
86 00:08:39.340 ⇒ 00:08:40.370 Lauren Kelly: Thank you. Bye.