4 Week Lookback
Date: March 6, 2026 Source: Granola Meeting ID: 3325b15c-37ef-4e00-89ff-06e83f75acb5 URL: https://notes.granola.ai/t/3325b15c-37ef-4e00-89ff-06e83f75acb5
Participants:
- Uttam Kumaran (note creator) from Brainforge uttam@brainforge.ai
- Jasmin Multani jasmin.multani@brainforge.ai
- Robert Tseng from Brainforge robert.tseng@brainforge.ai
Current Team Capacity & Skill Gaps
- Dashboard/visualization talent shortage
- Lost N (pure Tableau specialist)
- Only Uttam and Robert can handle full-stack data work
- Team struggles with dashboard creation and analysis beyond data modeling
- Junior analysts can’t bridge client communication gaps
- Quality control issues
- ARR discrepancies on Default project
- Need better QA processes before client delivery
- Dashboard typos and formatting errors causing client friction
- Resource allocation problems
- Full-stack expectations unrealistic for most team members
- Data modelers doing visualization work poorly
- Missing “translator” role between technical team and clients
Organizational Restructuring Plan
- Moving from multiple CSOs per client to single CSO model
- Greg: Strong with VP-level client management, product analytics specialty
- Zoran: Work stream owner, packageable solutions across multiple clients
- One throat to choke per client relationship
- Service line vs client ownership split
- Service line owners: Quality control across all clients using that service
- Client owners: Account management, executive relationships, business outcomes
- Horizontal (service) vs vertical (client) responsibility matrix
- Jasmin’s role options
- Strategy Analytics service line owner - replace Robert in this capacity
- Client-facing CSO role - own 2-3 key accounts
- Weekly evaluation cycles for role adjustments
Strategy Analytics Service Line Focus
- Jasmin’s preference: Strategy Analytics over client management
- Wants to build team communication and quality standards first
- Prefers ground-level enforcement before VP-facing responsibilities
- Focus on templating recurring analytics problems across domains
- Current gaps in strategy analytics
- Team not meeting regularly enough
- Robert currently managing all strategy analytics output
- Need 10+ hours back from Robert’s schedule
- Hiring one more person for this team
- Service expansion beyond CPG
- Current clients: SaaS, CPG, retail, online pharmacy, legal, home services
- CPG hitting pricing ceiling, routine work
- Strategy analytics as core differentiator vs commoditized data engineering
Next Steps
- Jasmin to provide start date by Sunday
- Considering 1-2 month delay to complete high-visibility TikTok projects
- Full-time role only, no part-time option
- Immediate client work expected upon joining
- Hiring urgency
- Active work requiring this role now
- Will hire for position as fast as possible if Jasmin delays
- Robert needs 10 hours back immediately for other priorities
Transcript
Full transcript available in Granola. See URL above.
(https://notes.granola.ai/t/3325b15c-37ef-4e00-89ff-06e83f75acb5)