Meeting Title: Default Client Dashboard Review Prep Date: 2026-03-25 Meeting participants: Demilade Agboola, Uttam Kumaran, Greg Stoutenburg
WEBVTT
1 00:00:51.830 ⇒ 00:00:53.300 Greg Stoutenburg: Hey guys, good morning.
2 00:00:59.120 ⇒ 00:01:00.270 Demilade Agboola: Hi, Greg, how are you?
3 00:01:00.700 ⇒ 00:01:02.399 Greg Stoutenburg: Hey, doing alright, how are you?
4 00:01:02.570 ⇒ 00:01:04.209 Demilade Agboola: Okay, pretty well, pretty well.
5 00:01:04.980 ⇒ 00:01:06.809 Greg Stoutenburg: Let me get my tabs straight here.
6 00:01:07.850 ⇒ 00:01:08.490 Uttam Kumaran: Hello.
7 00:01:08.990 ⇒ 00:01:10.170 Greg Stoutenburg: Hello!
8 00:01:11.710 ⇒ 00:01:13.510 Greg Stoutenburg: Not that, not that.
9 00:01:16.070 ⇒ 00:01:24.459 Greg Stoutenburg: Okay, what I wanted to do is just take a minute to, review what we could talk about tomorrow. So one of the things we’ve been talking about… it’s okay, buddy, it’s okay.
10 00:01:25.970 ⇒ 00:01:50.630 Greg Stoutenburg: One of the things we’ve been talking about is having a more, sort of, just, like, interactive check-in with default, rather than, you know, here’s our deck, here’s everything we did, here’s everything we’re gonna do, you know, questions, no, okay, have a good week. To spend a little bit of time, like, showing specifically, here’s something that we’re working on, either it’s just completed and we’d like your feedback, or, you know, we’re on our way, and sort of show that progress and kind of involve them more.
11 00:01:50.720 ⇒ 00:02:05.769 Greg Stoutenburg: as we’re doing work for them. So, I just wanted to check in on the data analytics side, to understand where we’re at with some of the most recent dashboards. I know that there’s one that we’ve been waiting to get feedback from.
12 00:02:05.770 ⇒ 00:02:14.510 Greg Stoutenburg: Laura and Ryan on, but Ryan’s out of town right now, so, what could we show them and sort of hash through a little bit?
13 00:02:15.050 ⇒ 00:02:18.179 Greg Stoutenburg: I think this is probably mostly a question for Demi, but I just wanted to
14 00:02:18.360 ⇒ 00:02:19.730 Greg Stoutenburg: Put everyone on the call.
15 00:02:20.420 ⇒ 00:02:29.829 Demilade Agboola: So largely for tomorrow, what we can hash through will be the customized enablement dashboard. So, Mustafa is currently working on it as we speak, I just want to be able to…
16 00:02:30.150 ⇒ 00:02:33.969 Demilade Agboola: The numbers are largely modeled in there, and he’s just building out the dashboard.
17 00:02:34.310 ⇒ 00:02:39.440 Demilade Agboola: I plan to do, like, an end-of-day check-in with him, so that we just were sure that the…
18 00:02:39.640 ⇒ 00:02:40.969 Demilade Agboola: Dashboard is good.
19 00:02:43.330 ⇒ 00:02:55.140 Demilade Agboola: Yeah, I think that will largely be it. And just in terms of updates on, like, what we plan to churn out, the idea, the goal is… I’m already working on the modeling for
20 00:02:55.710 ⇒ 00:03:01.610 Demilade Agboola: Laura stuff, so the JAR stuff.
21 00:03:02.130 ⇒ 00:03:04.090 Demilade Agboola: For release next week.
22 00:03:04.290 ⇒ 00:03:08.690 Demilade Agboola: And I’m also, like, modeling, life stuff as well, so…
23 00:03:09.300 ⇒ 00:03:09.770 Greg Stoutenburg: Okay.
24 00:03:09.770 ⇒ 00:03:15.920 Demilade Agboola: I’m not sure we’ll be able to release that next week, but yeah, the goal is that’s also, like, we’re also working on that as well, so…
25 00:03:16.360 ⇒ 00:03:16.730 Greg Stoutenburg: Yeah.
26 00:03:16.730 ⇒ 00:03:19.730 Demilade Agboola: A couple of dashboards are also around the corner as well.
27 00:03:20.370 ⇒ 00:03:37.660 Greg Stoutenburg: Great, okay. Yeah, my goal behind this is, I mean, besides just deepening the relationship, it’s mostly to give them… make them feel our progress toward the goals that we’ve given ourselves, and I think that just being able to go, you know, rather than, like, here’s a sentence, or even here’s a sentence and a screenshot.
28 00:03:37.680 ⇒ 00:03:50.100 Greg Stoutenburg: here’s what we’ve done, like, bring… you know, we can bring them in and go, here’s what you asked for, here’s what we’ve got done so far, what do you think, what would you like to see change? And approach it that way.
29 00:03:50.780 ⇒ 00:03:57.319 Demilade Agboola: Okay, sounds good. Yeah, if you need any assistance with, like, the slides in regards to just let me know.
30 00:03:57.500 ⇒ 00:03:58.789 Greg Stoutenburg: Yeah. Yep.
31 00:03:58.790 ⇒ 00:03:59.939 Demilade Agboola: But, like, yeah.
32 00:04:00.620 ⇒ 00:04:04.660 Greg Stoutenburg: Yeah, I’ll create a new deck and share it in the channel today.
33 00:04:05.300 ⇒ 00:04:10.009 Demilade Agboola: For the most part, the dance gives a good idea of what’s… Currently happening, and what’s…
34 00:04:10.010 ⇒ 00:04:10.430 Greg Stoutenburg: Yeah.
35 00:04:10.430 ⇒ 00:04:11.180 Demilade Agboola: Progress.
36 00:04:11.840 ⇒ 00:04:12.490 Greg Stoutenburg: Yeah.
37 00:04:12.790 ⇒ 00:04:18.089 Greg Stoutenburg: No, I know, and the Gantt, I think the best function for the Gantt is seeing, like.
38 00:04:18.579 ⇒ 00:04:29.879 Greg Stoutenburg: at a pretty high scale, what we’re doing and when, like, you know, when there’s, like, 3 weeks, they just say, like, dashboarding. That’s, you know, sort of not quite the level of granularity. I mean, like, we want to be able to check in with them and show.
39 00:04:29.880 ⇒ 00:04:30.419 Demilade Agboola: Cool, yeah.
40 00:04:30.420 ⇒ 00:04:36.360 Greg Stoutenburg: this is when we said this would be done, and, you know, we’re still on the way, but, you know, week to week, I want to be able to show them a little more, so…
41 00:04:36.740 ⇒ 00:04:46.060 Demilade Agboola: Okay, that’s fair. Yeah, like I said, I’ll sync with Mustafa end of day today, ensure that we finalize that and have it in a state where we can…
42 00:04:46.220 ⇒ 00:04:49.219 Demilade Agboola: Feel comfortable at least showing that in the call tomorrow.
43 00:04:49.960 ⇒ 00:04:50.440 Greg Stoutenburg: Yep.
44 00:04:50.440 ⇒ 00:04:57.150 Uttam Kumaran: Yeah, if, like, however fast we can do that, I want to do an internal review. Like, at least me and Greg, we can open it.
45 00:04:57.260 ⇒ 00:04:59.409 Uttam Kumaran: And look at it so that we can give you feedback.
46 00:04:59.880 ⇒ 00:05:10.089 Uttam Kumaran: So, is there a time, like, earlier than end of day, you think you could have something available? Because I can at least give broader feedback on what’s in the…
47 00:05:10.230 ⇒ 00:05:11.420 Uttam Kumaran: Dashboard.
48 00:05:11.850 ⇒ 00:05:17.580 Uttam Kumaran: Like, that would be helpful, so we at least have one more pass of the wheel.
49 00:05:18.510 ⇒ 00:05:25.439 Demilade Agboola: Okay, sounds good. I will… Let me text Mustafa, see how far along he is.
50 00:05:25.640 ⇒ 00:05:31.229 Demilade Agboola: I know he said he wanted some post hoc metrics, so I helped him sync that in and get the raw data as well.
51 00:05:31.570 ⇒ 00:05:35.899 Demilade Agboola: So I will sync up with him, and then I will let you know.
52 00:05:37.560 ⇒ 00:05:44.430 Greg Stoutenburg: Cool. Okay. Great, yeah. Yeah, and if you can send that over, Tom and I can huddle on it, and we’ll be able to walk through this tomorrow.
53 00:05:44.720 ⇒ 00:05:45.569 Demilade Agboola: Okay, sounds good.
54 00:05:45.570 ⇒ 00:05:46.200 Greg Stoutenburg: Yeah.
55 00:05:46.200 ⇒ 00:05:48.680 Uttam Kumaran: And then, and… Yeah.
56 00:05:48.680 ⇒ 00:06:01.550 Demilade Agboola: In the Notion, like, default plan for Q2, since we’re all on the call, I did have a couple questions. Sure. In terms of, like, service lead and assigning people to the project, like, the different projects.
57 00:06:01.630 ⇒ 00:06:13.189 Demilade Agboola: We don’t necessarily have, like… I was gonna ask… well, this is my old time. I’m not sure who, like, how we’re gonna do the assigning right now, based off of the staff, actually, because it’s Q2.
58 00:06:13.690 ⇒ 00:06:14.280 Uttam Kumaran: Yeah.
59 00:06:14.640 ⇒ 00:06:26.179 Uttam Kumaran: So, can, can one of you guys pull up that sheet, and then let’s just… I think it’s just helpful. I had a similar conversation with Awash today, so I think while the three of us are on, we could just talk through expectations.
60 00:06:26.750 ⇒ 00:06:27.140 Demilade Agboola: Okay.
61 00:06:27.560 ⇒ 00:06:28.240 Demilade Agboola: Run.
62 00:06:28.540 ⇒ 00:06:30.670 Demilade Agboola: I was just literally filling it.
63 00:06:31.000 ⇒ 00:06:34.080 Demilade Agboola: Let me move it to my second screen… Fair.
64 00:06:34.080 ⇒ 00:06:36.329 Greg Stoutenburg: Yeah, if you’re looking at it, go for it. You can pull it up.
65 00:06:37.020 ⇒ 00:06:38.150 Demilade Agboola: Can you see my screen?
66 00:06:38.300 ⇒ 00:06:39.000 Uttam Kumaran: Yeah.
67 00:06:39.480 ⇒ 00:06:40.120 Greg Stoutenburg: Yep.
68 00:06:40.770 ⇒ 00:06:43.549 Demilade Agboola: Yeah, so I did actually tag you in regards to that.
69 00:06:45.020 ⇒ 00:06:51.060 Demilade Agboola: So, like, for, like, the PLG optimization, growth, and product experimentation.
70 00:06:52.710 ⇒ 00:06:59.420 Uttam Kumaran: Yeah, so… really, like, this… if you look at the service line, this is gonna be associated with…
71 00:07:00.310 ⇒ 00:07:02.760 Uttam Kumaran: Primarily, it’s gonna be the strategy service.
72 00:07:02.760 ⇒ 00:07:03.440 Demilade Agboola: Yeah.
73 00:07:03.440 ⇒ 00:07:13.269 Uttam Kumaran: My expectation is this project is… is gonna be owned by Jasmine, and then there’s gonna be a modeling… there may also be a modeling component within the project.
74 00:07:13.420 ⇒ 00:07:16.679 Uttam Kumaran: So, you may also be involved in that portion.
75 00:07:17.550 ⇒ 00:07:26.600 Demilade Agboola: Yeah, so what I’m saying is more like, when I’m supposed to sign, like, in assigning.
76 00:07:26.600 ⇒ 00:07:32.870 Uttam Kumaran: Oh, no, no, I think… well, I guess when I see this, I would say… like…
77 00:07:33.730 ⇒ 00:07:36.819 Uttam Kumaran: Maybe this is on me to assign the service lead?
78 00:07:37.630 ⇒ 00:07:41.350 Uttam Kumaran: But, like, I don’t think this is on you to assign the service lead, I think…
79 00:07:41.640 ⇒ 00:07:52.010 Uttam Kumaran: either myself or Greg should assign the service lead based on what services… I actually think, Greg, maybe this is more of you of, like, looking at the services that are needed in the project.
80 00:07:52.980 ⇒ 00:07:56.289 Uttam Kumaran: Based on the 5 service leads we have.
81 00:07:56.470 ⇒ 00:08:01.680 Uttam Kumaran: assigning… assigning it out to one or many of them, you know? Yeah, so this is it.
82 00:08:01.790 ⇒ 00:08:09.950 Uttam Kumaran: So, like, the services used our data strategy. So I think right now, Demi, between you and Awash, I want… I think you guys can both
83 00:08:10.620 ⇒ 00:08:17.800 Uttam Kumaran: like, cover some, but I want a ways to kind of move more towards just data engineering and infra.
84 00:08:18.130 ⇒ 00:08:28.769 Uttam Kumaran: And then, in case, like, of course, he can also cover AE stuff when he needs, but I would prefer you to cover as much of the modeling as possible. So if you look at
85 00:08:29.080 ⇒ 00:08:32.580 Uttam Kumaran: Initiative 1, this looks like all modeling and…
86 00:08:32.860 ⇒ 00:08:36.139 Uttam Kumaran: It looks like all primarily modeling and strategy.
87 00:08:36.510 ⇒ 00:08:41.550 Uttam Kumaran: Because we have a lot of the data, so you’re right on the services used. Maybe this is where…
88 00:08:41.740 ⇒ 00:08:45.980 Uttam Kumaran: We need to consider, like.
89 00:08:46.330 ⇒ 00:08:52.860 Uttam Kumaran: subservices, right? Because right now, the company’s broken up into 3 services, AI, strategy, and…
90 00:08:53.130 ⇒ 00:08:56.560 Uttam Kumaran: data. The data service, though, is really large.
91 00:08:56.890 ⇒ 00:08:57.980 Greg Stoutenburg: So… Yeah.
92 00:08:57.980 ⇒ 00:09:02.889 Uttam Kumaran: You’re a service lead within the data service, but you cover a few of the subservices. Does that make sense?
93 00:09:03.910 ⇒ 00:09:07.929 Uttam Kumaran: So here, yes, I would put… You could just put modeling.
94 00:09:08.100 ⇒ 00:09:11.120 Uttam Kumaran: But that’s… that’s helpful, and I can make this change in cursor.
95 00:09:22.530 ⇒ 00:09:26.759 Greg Stoutenburg: Cool, and then that just informs who the service lead is, it’s whoever’s the service lead of those services.
96 00:09:27.080 ⇒ 00:09:27.700 Uttam Kumaran: Correct.
97 00:09:28.060 ⇒ 00:09:28.630 Greg Stoutenburg: Yeah.
98 00:09:29.590 ⇒ 00:09:30.430 Greg Stoutenburg: Cool.
99 00:09:31.590 ⇒ 00:09:38.410 Demilade Agboola: So when we say strategy and analytics, are we thinking, like, dashboarding, or do we necessarily think of it in terms of, like…
100 00:09:39.550 ⇒ 00:09:41.700 Demilade Agboola: Throw in-depth, like, analysis.
101 00:09:41.700 ⇒ 00:09:42.350 Uttam Kumaran: Both.
102 00:09:42.790 ⇒ 00:09:43.579 Demilade Agboola: Okay, alright.
103 00:09:43.580 ⇒ 00:09:51.599 Uttam Kumaran: Yeah. So right now, again, because that service line is primarily been Robert, Jasmine is filling in, there will be more service leads, because
104 00:09:52.140 ⇒ 00:09:57.330 Uttam Kumaran: Although we have, like, 3 high-level services, each of them, like, in our data, right, we do so much.
105 00:09:57.330 ⇒ 00:09:57.850 Demilade Agboola: AI.
106 00:09:57.850 ⇒ 00:10:01.690 Uttam Kumaran: I also, we do so much. Strategy and analyst, we do so much. So more people will come in and…
107 00:10:01.860 ⇒ 00:10:04.989 Uttam Kumaran: And take on subservice ownership.
108 00:10:05.470 ⇒ 00:10:14.280 Uttam Kumaran: for right now, when I think about it, logically, I break it up into, like, DataEng, infra, AE work.
109 00:10:14.450 ⇒ 00:10:16.769 Uttam Kumaran: Dashboarding strategy, you know?
110 00:10:17.680 ⇒ 00:10:18.550 Demilade Agboola: Okay.
111 00:10:18.550 ⇒ 00:10:19.180 Uttam Kumaran: And an AI.
112 00:10:20.830 ⇒ 00:10:25.629 Demilade Agboola: Also, in terms of… I do not have some other comments, yeah.
113 00:10:25.970 ⇒ 00:10:31.210 Demilade Agboola: So, while we’re setting this up, are we doing this per project or per initiative?
114 00:10:32.580 ⇒ 00:10:34.970 Demilade Agboola: Like, all of this, like, playbooks and stuff.
115 00:10:35.420 ⇒ 00:10:41.610 Demilade Agboola: Because the way I saw, like, what Greg had done above initiatives were, like, more broad term.
116 00:10:41.750 ⇒ 00:10:49.140 Demilade Agboola: So, for instance, the dashboards were… sorry, my bad. Dashboards were then broken down into further projects, which…
117 00:10:50.020 ⇒ 00:10:54.519 Greg Stoutenburg: Yeah, so I did, yeah, I did the initiatives and the projects. I’m really just trying to follow the template here, because then it goes.
118 00:10:54.520 ⇒ 00:10:54.850 Uttam Kumaran: Yeah.
119 00:10:54.850 ⇒ 00:10:59.459 Greg Stoutenburg: section, following the instructions above the top that are like, you know, the SL takes it from here.
120 00:11:00.450 ⇒ 00:11:05.979 Uttam Kumaran: Yeah, so if you scroll down… yeah, so if you scroll… so… On the technical approach.
121 00:11:07.350 ⇒ 00:11:11.030 Uttam Kumaran: Yeah, this is where, like, each service lead needs to just put in
122 00:11:12.950 ⇒ 00:11:26.169 Uttam Kumaran: basically, like, what is the architecture to build this out? I think one thing, Greg, that was helpful, like, I think… I mean, again, I think it’s just gonna be based on how much the CSO can cover. I think it’s helpful for you to fill in as many details as you know.
123 00:11:26.350 ⇒ 00:11:42.680 Uttam Kumaran: Like, for example, since Pranav is on the AI team, and he has a background there, he was able to get, like, this, like, 50% of the way there on his first pass. I think that would be helpful. If you already have opinions, or you already know some of this, you can just fill it out. There’s gonna be some pieces that… that…
124 00:11:42.960 ⇒ 00:11:46.989 Uttam Kumaran: are, like, completely from scratch, and you just need the full SL guidance.
125 00:11:46.990 ⇒ 00:11:48.010 Greg Stoutenburg: Okay. Yeah, that’s fair.
126 00:11:48.520 ⇒ 00:11:56.889 Uttam Kumaran: And then on the relevant playbooks, right now we don’t… I would say we only have a few playbooks, like, which is, like, mainly, like, the Edge playbook, I think. So…
127 00:11:57.140 ⇒ 00:12:03.049 Uttam Kumaran: One thing that we’re gonna talk about as service leads is, like, playbook development. So you can either…
128 00:12:03.320 ⇒ 00:12:08.059 Uttam Kumaran: You can write down a playbook that you want to work on as part of this, but otherwise.
129 00:12:08.190 ⇒ 00:12:10.049 Uttam Kumaran: If it doesn’t exist, then…
130 00:12:10.300 ⇒ 00:12:14.689 Demilade Agboola: Yeah, I was actually, like, I put things like, need to build one for blobby setup.
131 00:12:16.400 ⇒ 00:12:20.779 Demilade Agboola: And yes, I put another one in to build up for, like, DVD setup and documentation.
132 00:12:21.650 ⇒ 00:12:24.820 Demilade Agboola: Because I looked at the skills and I didn’t see one, so…
133 00:12:27.940 ⇒ 00:12:31.649 Demilade Agboola: So, Greg, would you want to do this by project or by initiative?
134 00:12:32.360 ⇒ 00:12:37.889 Greg Stoutenburg: Let’s do it by project, like, PLG optimization. I know that I can do that.
135 00:12:38.040 ⇒ 00:12:58.670 Greg Stoutenburg: And then a lot of… like, the way that I split this up, and this is just… Demi and I work, just for context of time, Demi and I worked on a doc separately to just go, like, what do we think we’re doing here? Pulled some stuff from cursor. A lot of these are ones that, you know, I’d run as CSO, but they’re essentially, you know, they’re your work streams.
136 00:12:58.670 ⇒ 00:13:01.369 Greg Stoutenburg: With the exception of, really, just the first one.
137 00:13:01.920 ⇒ 00:13:02.690 Demilade Agboola: Yep.
138 00:13:04.690 ⇒ 00:13:10.390 Demilade Agboola: Okay, alright, sounds good.
139 00:13:10.660 ⇒ 00:13:14.780 Demilade Agboola: So, I haven’t… and I know I had one more comment somewhere.
140 00:13:15.680 ⇒ 00:13:21.919 Demilade Agboola: Yes. Yeah, I was saying, can we just add the docs for the dashboards? Because, like, Dashboard 2 and Dashboard 3…
141 00:13:22.210 ⇒ 00:13:22.760 Demilade Agboola: Minor.
142 00:13:22.760 ⇒ 00:13:27.909 Greg Stoutenburg: Oh, yeah, that was referencing the, the name of that document.
143 00:13:27.910 ⇒ 00:13:29.120 Demilade Agboola: Yeah.
144 00:13:29.260 ⇒ 00:13:30.550 Demilade Agboola: I just, like, maybe a.
145 00:13:30.550 ⇒ 00:13:31.990 Greg Stoutenburg: Yeah, I can put those in. Yep.
146 00:13:33.870 ⇒ 00:13:36.610 Demilade Agboola: Yeah, so that was basically what I had seen so far.
147 00:13:37.450 ⇒ 00:13:38.819 Greg Stoutenburg: Yep, cool.
148 00:13:39.100 ⇒ 00:13:39.950 Greg Stoutenburg: Okay.
149 00:13:40.400 ⇒ 00:13:41.250 Greg Stoutenburg: Yeah.
150 00:13:41.650 ⇒ 00:13:42.370 Greg Stoutenburg: We can do that.
151 00:13:42.370 ⇒ 00:13:49.740 Uttam Kumaran: Yeah, cool. Yeah, I feel like if we can take a first… if we can get a first pass of this out, then I can review, give some feedback, and then…
152 00:13:50.230 ⇒ 00:13:51.509 Uttam Kumaran: Yeah, it’ll be good.
153 00:13:52.020 ⇒ 00:13:53.460 Greg Stoutenburg: Yep, I can do that today.
154 00:13:54.540 ⇒ 00:14:02.960 Demilade Agboola: So, Greg, just so we’re on the same page, would you, like… are you going to break down, take a fast pass of, like, the PLG stuff, and then put the different products, or should I do that?
155 00:14:03.530 ⇒ 00:14:06.810 Greg Stoutenburg: I’ll take on the PLG one, and if you want to get started on the others, go for it.
156 00:14:06.810 ⇒ 00:14:07.849 Demilade Agboola: Alright, sounds good then.
157 00:14:07.850 ⇒ 00:14:08.480 Greg Stoutenburg: Yep.
158 00:14:08.480 ⇒ 00:14:12.299 Demilade Agboola: I might leave some stuff out for, like, cause there will be some strategy stuff.
159 00:14:12.690 ⇒ 00:14:14.310 Demilade Agboola: Yeah, I will.
160 00:14:14.310 ⇒ 00:14:14.980 Greg Stoutenburg: Jasmine, or…
161 00:14:14.980 ⇒ 00:14:21.129 Demilade Agboola: like Jasmine for that as well, but I will also do, like, a pass of things I feel should be there. She might have, like, more…
162 00:14:21.380 ⇒ 00:14:23.270 Demilade Agboola: Like, she might have more ideas.
163 00:14:23.400 ⇒ 00:14:27.010 Demilade Agboola: I’ll just use context that I have from, like, talking to the stakeholders as well.
164 00:14:27.640 ⇒ 00:14:29.680 Greg Stoutenburg: Perfect. Yeah, sounds good.
165 00:14:30.090 ⇒ 00:14:32.439 Greg Stoutenburg: Cool. Alright, I think we have a plan then.
166 00:14:32.580 ⇒ 00:14:33.110 Greg Stoutenburg: Alright.
167 00:14:33.110 ⇒ 00:14:33.710 Uttam Kumaran: Thank you, guys.
168 00:14:33.710 ⇒ 00:14:34.799 Greg Stoutenburg: Sounds good. See you guys, thanks.
169 00:14:35.120 ⇒ 00:14:35.900 Demilade Agboola: Bye.