Meeting Title: Eden Omni Training and Onboarding Date: 2026-03-18 Meeting participants: Greg Stoutenburg, D Weiss
WEBVTT
1 00:07:16.600 ⇒ 00:07:23.230 D Weiss: Hello! I am so sorry, I literally was get… I got caught up in a project and totally missed my reminder.
2 00:07:26.060 ⇒ 00:07:27.140 Greg Stoutenburg: No problem.
3 00:07:27.810 ⇒ 00:07:28.940 Greg Stoutenburg: How are you today?
4 00:07:29.360 ⇒ 00:07:40.579 D Weiss: I… I’m good, trying to… so, I just started about 3 weeks ago, this is my third week, so just, like, trying to get up to date, trying to get organized, just going through, you know, the rodeo.
5 00:07:40.580 ⇒ 00:07:44.389 Greg Stoutenburg: Sure, yeah, so you’re a veteran now and expected to answer questions.
6 00:07:44.390 ⇒ 00:07:46.489 D Weiss: Ex… Yeah, exactly.
7 00:07:46.490 ⇒ 00:07:55.609 Greg Stoutenburg: Great. Yeah, it’s, it’s different now, isn’t it? I mean, I remember… I remember, like, a ramp-up period was, like, 3 months at least, and…
8 00:07:56.250 ⇒ 00:08:04.540 Greg Stoutenburg: Not now. Yeah, okay, well, welcome, and I saw that you’re the, you’re in the affiliate manager role now for Eden?
9 00:08:04.780 ⇒ 00:08:05.470 D Weiss: Yep.
10 00:08:05.470 ⇒ 00:08:24.989 Greg Stoutenburg: Yep, okay, cool. Alright, yeah, so I guess for context, what I can say is I’ve been working, I’ve been at Brainforge since January, working with Eden since, probably the end of January, and the, the latest big thing has been led over this Omni transition, so…
11 00:08:25.350 ⇒ 00:08:40.049 Greg Stoutenburg: Reporting for BI stuff was in Tableau previously, but, you know, stakeholders at Eden were getting jammed up, because if there was something that they wanted to see that wasn’t just already built in Tableau, they’d have to wait on us to build it, or model it, or whatever, so…
12 00:08:40.049 ⇒ 00:08:47.249 Greg Stoutenburg: the… the idea was to move over to Omni because it enables self-service. So, with that in mind, I can just show you what that looks like.
13 00:08:47.250 ⇒ 00:08:58.489 Greg Stoutenburg: In Omni, We see here. In Omni, the starting point will be… I’m sharing, right?
14 00:08:58.740 ⇒ 00:08:59.280 D Weiss: Yep.
15 00:08:59.280 ⇒ 00:09:00.710 Greg Stoutenburg: Oh, okay. Zoom is…
16 00:09:00.900 ⇒ 00:09:16.029 Greg Stoutenburg: I don’t need that… I don’t need to know that, Zoom. It’s telling me how many times Zoom has shared my screen in the last 90 days like that. Okay. Anyway, the starting point is… is reports that were familiar to stakeholders that were in Tableau, so we moved all of those over.
17 00:09:16.120 ⇒ 00:09:30.459 Greg Stoutenburg: And then built a semantic layer, you know, built what’s called a topic. So basically, like, a group of tables that are joined, that are relevant to a particular subject matter. And what that enables with Omni is for someone to just
18 00:09:30.460 ⇒ 00:09:42.829 Greg Stoutenburg: ask the LLM questions that are steered and shaped in a certain way so that the AI will look at the dataset that’s going to be relevant, because we’ve defined it as relevant, so we sort of get some control over some of the responses.
19 00:09:42.830 ⇒ 00:09:51.370 Greg Stoutenburg: so that’s… that’s the… that’s the fun stuff. And so, I can show you how that works and what that looks like. So, if you log in here to Omni.
20 00:09:51.570 ⇒ 00:10:00.489 Greg Stoutenburg: And, forgive me, I was out of office until, I was out of office for 5 days until 2 hours ago. So, do you have access currently to Omni?
21 00:10:00.940 ⇒ 00:10:15.740 D Weiss: I… I do. Let me triple check, because I haven’t been in just in anticipation for this meeting, but I do believe that I, got access. I remember setting it up, so give me one second, I’m logging in.
22 00:10:15.740 ⇒ 00:10:16.460 Greg Stoutenburg: Okay.
23 00:10:19.030 ⇒ 00:10:23.169 D Weiss: A login link has… do you have to get a login link every time you…
24 00:10:24.680 ⇒ 00:10:27.959 Greg Stoutenburg: No, you should not need to do that. Have you been logged in before?
25 00:10:29.610 ⇒ 00:10:32.660 D Weiss: I believe so, so that’s so weird.
26 00:10:32.660 ⇒ 00:10:36.250 Greg Stoutenburg: Yeah, just wait one second, and I’ll know why.
27 00:10:39.490 ⇒ 00:10:43.180 D Weiss: The login link has not come either.
28 00:10:48.100 ⇒ 00:11:04.289 Greg Stoutenburg: Oh, yeah, there you are. I see you here. You do have access, so I’m confident that it’s because they changed the URL, so probably you’re getting hit with a login screen. So, do edenhealth.omniapp.co, and I’ll drop it in.
29 00:11:04.800 ⇒ 00:11:05.810 Greg Stoutenburg: Slack.
30 00:11:06.890 ⇒ 00:11:08.720 D Weiss: Okay, yeah, I’m on the Tri-Eden.
31 00:11:08.720 ⇒ 00:11:12.079 Greg Stoutenburg: Yeah, yeah, that’s what we built it on, but then,
32 00:11:12.520 ⇒ 00:11:15.129 Greg Stoutenburg: They wanted to, they wanted to change it.
33 00:11:24.010 ⇒ 00:11:26.109 D Weiss: Perfect, terrific.
34 00:11:30.090 ⇒ 00:11:33.719 D Weiss: Hopefully you enjoyed your out-of-office time, it’s always nice.
35 00:11:34.260 ⇒ 00:11:37.199 Greg Stoutenburg: Yeah, it was great. Got to go down and,
36 00:11:38.170 ⇒ 00:11:54.749 Greg Stoutenburg: with my girlfriend and her kids, see her dad, who lives near Tampa. And, I’m a Detroit fan, so we saw a Red Wings game, we went to a Phillies spring training game, played a lot of pickleball, because that’s what 75-year-olds do who live in Florida.
37 00:11:54.750 ⇒ 00:11:55.310 D Weiss: Oh, yeah.
38 00:11:55.310 ⇒ 00:12:01.309 Greg Stoutenburg: And then our flight was canceled because of a storm, and I drove for 21 hours to get here.
39 00:12:01.310 ⇒ 00:12:04.980 D Weiss: Very nice. I, I’m in Orlando, Florida.
40 00:12:04.980 ⇒ 00:12:10.060 Greg Stoutenburg: Oh, nice! Okay, alright. Yeah, so, some weather Monday, huh?
41 00:12:10.060 ⇒ 00:12:19.599 D Weiss: Oh my gosh, I know, I know. It’s still a little bit chilly here, too, like, it’s, like, I mean, that’s kind of rich of me to say, but .
42 00:12:19.600 ⇒ 00:12:20.460 Greg Stoutenburg: relative.
43 00:12:20.460 ⇒ 00:12:31.829 D Weiss: Yeah, so, but yeah, it’s like 50 degrees out, because I have dogs, so I was taking them out this morning, I was like, what is that in a march? I’m in Omni.
44 00:12:32.240 ⇒ 00:12:36.420 Greg Stoutenburg: Okay, okay, cool. Yeah, okay, so you’ll log in,
45 00:12:36.730 ⇒ 00:12:56.310 Greg Stoutenburg: And we can curate a homepage, no one’s asked for that yet, so we haven’t really done this. You know, it’s fine, because everything actually lives here at the Hub. So if you go to the hub here, this is where all the reporting that would have been in Tableau, organized in folders, will appear here. And if it’s in the Hub, it’s because, you know, we put it in the hub.
46 00:12:56.640 ⇒ 00:13:02.459 Greg Stoutenburg: So then what we can do is just click into a folder, or into a report, any of these… any of these look interesting?
47 00:13:02.990 ⇒ 00:13:04.530 D Weiss: Probably marketing.
48 00:13:04.530 ⇒ 00:13:17.579 Greg Stoutenburg: Okay. We can look at the marketing folder, and here are the marketing dashboards that we have. So, so for example, we can click here into Lifecycle Marketing, and
49 00:13:18.230 ⇒ 00:13:33.099 Greg Stoutenburg: if you want to just view the dashboard, you can interact with filters here, look at what’s built, and, you know, sort of familiar reporting. Now, if you want to explore… actually, before I move on,
50 00:13:33.190 ⇒ 00:13:41.759 Greg Stoutenburg: You could… if this is something that you know you’ll check all the time, you can hit the favorite button there, and then it’ll appear in favorites there.
51 00:13:41.760 ⇒ 00:13:42.320 D Weiss: Bye.
52 00:13:42.990 ⇒ 00:13:47.909 Greg Stoutenburg: If you want to explore this data in some more detail, you can click this Explore button.
53 00:13:48.640 ⇒ 00:13:56.810 Greg Stoutenburg: And this will allow you to do things like you know, Peek into the values.
54 00:13:56.950 ⇒ 00:14:04.890 Greg Stoutenburg: Look at data sources, and most interestingly, and importantly for our purposes, open up the AI.
55 00:14:05.170 ⇒ 00:14:12.950 Greg Stoutenburg: So, here, you can ask any question that you might like to ask, and because you’re here, in this particular dashboard.
56 00:14:13.290 ⇒ 00:14:21.500 Greg Stoutenburg: It should select by default the topic that’s relevant to the data that was used to make this dashboard.
57 00:14:21.990 ⇒ 00:14:22.610 D Weiss: Okay.
58 00:14:22.610 ⇒ 00:14:37.029 Greg Stoutenburg: So, here, I don’t, I don’t really have a practiced lifecycle marketing question. What if I just do, give me the sum of revenue over the past 90 days?
59 00:14:37.420 ⇒ 00:14:39.930 Greg Stoutenburg: Yep.
60 00:14:41.500 ⇒ 00:14:52.960 Greg Stoutenburg: Whatever, yeah. So, it should hopefully disregard those filters, and basically give me, you know, the sum of column C, would be what I would think that should mean.
61 00:14:55.480 ⇒ 00:14:56.740 Greg Stoutenburg: Give it a second.
62 00:14:59.750 ⇒ 00:15:14.750 Greg Stoutenburg: And, okay, so we got a number. Now, something that’s cool here is if we wanted to, if we wanted to make some kind of new chart, we can also do things like, say, create a new chart that visualizes the trend over time.
63 00:15:15.300 ⇒ 00:15:15.630 D Weiss: Okay.
64 00:15:15.630 ⇒ 00:15:26.530 Greg Stoutenburg: Or, create a new chart that gives me, you know, orders where, you know, and you apply some kind of filter, or ask for some new kind of design, and it can answer those queries as well.
65 00:15:26.990 ⇒ 00:15:32.270 Greg Stoutenburg: I will. And then, you know, say you like this, you can click this button here that says just plus dashboard.
66 00:15:32.970 ⇒ 00:15:55.699 Greg Stoutenburg: And you can make, like, you can have sort of, like, a private area, where if there’s some set of charts that maybe you’ve made, or even that others have made that have been shared with you that you’re gonna check all the time, but don’t really belong in that, like, central reporting hub that everybody is gonna look at, you can just put that right here. Save whatever you want, and then, you know, you can hit save and have your own private work area.
67 00:15:55.730 ⇒ 00:15:56.320 Greg Stoutenburg: Which is pretty simple.
68 00:15:56.320 ⇒ 00:15:56.970 D Weiss: I’ve got…
69 00:15:57.710 ⇒ 00:15:59.370 Greg Stoutenburg: Here from the homepage.
70 00:16:00.180 ⇒ 00:16:05.089 Greg Stoutenburg: You can access the AI Assistant as well, you can just click that button. So,
71 00:16:05.090 ⇒ 00:16:28.860 Greg Stoutenburg: this is, I think, gonna be the most useful for someone who doesn’t need to just check, like, the same reports all the time. Like, a lot of the C-suite, there’s going to be some particular metrics that they just… they just want to see them every day, and often, they don’t even come into Omni. They just… I can just schedule a snapshot delivery, it’ll go to a Slack channel, or it can go to their email, and they just look at that, and then that’s… that’s all the information they need. But for those of us
72 00:16:28.860 ⇒ 00:16:37.599 Greg Stoutenburg: whose needs aren’t going to be satisfied that way, and they need to be able to ask new questions, you can also just right from the homepage, click the AI Assistant, and ask whatever you want to ask right here.
73 00:16:38.010 ⇒ 00:16:38.660 D Weiss: Okay.
74 00:16:39.130 ⇒ 00:16:40.680 D Weiss: Yeah, that’s super cool.
75 00:16:40.680 ⇒ 00:16:41.240 Greg Stoutenburg: No.
76 00:16:42.230 ⇒ 00:16:48.059 Greg Stoutenburg: It’s pretty slick. Yeah, the idea was to support BI reporting with self-service.
77 00:16:49.050 ⇒ 00:16:49.710 Greg Stoutenburg: Yeah.
78 00:16:50.030 ⇒ 00:17:05.369 D Weiss: Yeah, well, I’ll probably end up making some, some dashboard-ish things for affiliate, just for, like, my own eyes, just because I look at things a little bit differently than maybe the broader marketing team, or at least I did
79 00:17:05.390 ⇒ 00:17:19.650 D Weiss: in the past, at my previous affiliate, in my previous affiliate programs, so we shall see. If I were to need help building that out, and AI was being a bit difficult, would you be the person that I would reach out to to help with that?
80 00:17:19.910 ⇒ 00:17:28.270 Greg Stoutenburg: Yeah, yeah, yeah, and we’ll find the right person and, you know, assign the right person to do it. It might be me if it’s… especially if it’s sort of, like.
81 00:17:28.280 ⇒ 00:17:44.470 Greg Stoutenburg: sort of quick fix. Sometimes additional dashboard requests need things like backend work on the BigQuery tables that are fed into here, or models that access those as a sort of intermediary layer. So that’s… that’s not me, but I can, you know, I can get it to the right person.
82 00:17:44.610 ⇒ 00:17:46.430 Greg Stoutenburg: Alright, cool. Yeah.
83 00:17:46.430 ⇒ 00:17:47.440 D Weiss: Awesome!
84 00:17:47.710 ⇒ 00:17:49.150 D Weiss: Well, thank you so much!
85 00:17:49.150 ⇒ 00:17:54.419 Greg Stoutenburg: Alright, hey, you’re very welcome. So, welcome to Eden, and nice to meet you, and enjoy Omni.
86 00:17:54.420 ⇒ 00:17:56.909 D Weiss: Yeah, thank you so much. Have a great rest of your day.
87 00:17:56.910 ⇒ 00:17:58.260 Greg Stoutenburg: You too. See ya. Bye.