Meeting Title: Brainforge x Omni Dashboard Progress Check-in Date: 2026-04-21 Meeting participants: Uttam Kumaran, Greg Stoutenburg, Caitlyn Vaughn
WEBVTT
1 00:00:35.740 ⇒ 00:00:37.330 Uttam Kumaran: Okay…
2 00:00:37.330 ⇒ 00:00:38.300 Greg Stoutenburg: Let’s go get him.
3 00:01:36.040 ⇒ 00:01:37.880 Uttam Kumaran: I think your point on,
4 00:01:39.000 ⇒ 00:01:41.480 Uttam Kumaran: Though we didn’t miss deadlines, we just didn’t, like…
5 00:01:42.020 ⇒ 00:01:45.550 Uttam Kumaran: Continues to get reorganized is, like, probably the point to make.
6 00:01:45.890 ⇒ 00:01:47.100 Greg Stoutenburg: Yeah, yeah, yeah.
7 00:01:47.100 ⇒ 00:01:47.510 Uttam Kumaran: Okay.
8 00:01:47.510 ⇒ 00:01:48.070 Greg Stoutenburg: Yeah.
9 00:02:36.480 ⇒ 00:02:40.089 Greg Stoutenburg: Yeah, that, I think just, like, clarity around,
10 00:02:40.290 ⇒ 00:02:44.270 Greg Stoutenburg: Acknowledging when a net new ask is going to affect timeline.
11 00:02:44.460 ⇒ 00:02:45.130 Uttam Kumaran: Okay.
12 00:02:45.850 ⇒ 00:02:49.640 Greg Stoutenburg: But, I mean, she knows that, and that’s been acknowledged already, so I think the main thing is just, like.
13 00:02:49.910 ⇒ 00:02:52.160 Greg Stoutenburg: It’s just better organization and communication.
14 00:02:53.770 ⇒ 00:02:55.649 Greg Stoutenburg: I think, I think the bad Gantt.
15 00:02:55.770 ⇒ 00:02:56.990 Greg Stoutenburg: kind of push her over.
16 00:02:57.510 ⇒ 00:02:57.890 Uttam Kumaran: Yeah.
17 00:02:58.630 ⇒ 00:02:59.090 Uttam Kumaran: So…
18 00:02:59.090 ⇒ 00:03:00.360 Greg Stoutenburg: Understandably, yeah.
19 00:03:00.360 ⇒ 00:03:01.600 Caitlyn Vaughn: Hey, hey!
20 00:03:02.940 ⇒ 00:03:04.279 Caitlyn Vaughn: How’s it going?
21 00:03:04.280 ⇒ 00:03:05.250 Uttam Kumaran: Good?
22 00:03:05.250 ⇒ 00:03:06.940 Greg Stoutenburg: Doing great, sun’s shining.
23 00:03:07.400 ⇒ 00:03:09.509 Caitlyn Vaughn: Ugh, it’s shining where you are?
24 00:03:09.510 ⇒ 00:03:12.159 Greg Stoutenburg: It is. You wanna see? Yeah.
25 00:03:12.160 ⇒ 00:03:15.009 Caitlyn Vaughn: Kind of. It’s gonna be the first sun we’ve seen in, like, a week.
26 00:03:15.010 ⇒ 00:03:16.360 Greg Stoutenburg: I’m rubbing it in.
27 00:03:16.360 ⇒ 00:03:18.770 Uttam Kumaran: Are you vac… are you back home, Caitlin?
28 00:03:18.770 ⇒ 00:03:19.989 Caitlyn Vaughn: Yeah, and it’s just been raining.
29 00:03:19.990 ⇒ 00:03:20.529 Uttam Kumaran: I know.
30 00:03:20.530 ⇒ 00:03:21.290 Caitlyn Vaughn: A.
31 00:03:21.290 ⇒ 00:03:22.819 Uttam Kumaran: It’s kind of weird.
32 00:03:22.820 ⇒ 00:03:27.209 Caitlyn Vaughn: Yeah, it’s… I feel like this year has been colder than, like, every other year.
33 00:03:27.600 ⇒ 00:03:30.079 Uttam Kumaran: Yeah, it’s been raining, like, a lot.
34 00:03:30.310 ⇒ 00:03:31.950 Greg Stoutenburg: As a skier, I’ve loved it.
35 00:03:32.480 ⇒ 00:03:34.610 Greg Stoutenburg: So, here’s what the sun looks like.
36 00:03:35.320 ⇒ 00:03:39.210 Greg Stoutenburg: Just for your… for your review. Check it out.
37 00:03:39.210 ⇒ 00:03:41.989 Uttam Kumaran: Wait, you’re… you’re… we’re on Zoom back, we’re on blur background.
38 00:03:42.430 ⇒ 00:03:43.080 Greg Stoutenburg: Oh.
39 00:03:44.330 ⇒ 00:03:46.310 Greg Stoutenburg: This is the sun now. I’m just kidding.
40 00:03:46.310 ⇒ 00:03:48.180 Uttam Kumaran: There is no sun.
41 00:03:48.180 ⇒ 00:03:49.150 Caitlyn Vaughn: Greg.
42 00:03:49.760 ⇒ 00:03:53.230 Greg Stoutenburg: That’s right, it’s actually gray everywhere. That’s hilarious.
43 00:03:53.230 ⇒ 00:03:55.770 Caitlyn Vaughn: It’s Greg. Greg, it’s you.
44 00:03:55.770 ⇒ 00:03:59.810 Uttam Kumaran: Oh, what a beautiful area, what a beautiful Pennsylvania.
45 00:03:59.810 ⇒ 00:04:00.160 Greg Stoutenburg: No.
46 00:04:00.160 ⇒ 00:04:00.800 Uttam Kumaran: Damn!
47 00:04:00.800 ⇒ 00:04:01.770 Greg Stoutenburg: Wow.
48 00:04:01.770 ⇒ 00:04:03.060 Caitlyn Vaughn: Straight into suburbania.
49 00:04:03.060 ⇒ 00:04:07.520 Uttam Kumaran: I love the suburbs. I love the suburbs.
50 00:04:07.520 ⇒ 00:04:09.279 Greg Stoutenburg: It always shines in the suburbs.
51 00:04:09.280 ⇒ 00:04:13.460 Caitlyn Vaughn: That’s beautiful, wow, it’s, like, perfectly manicured.
52 00:04:13.460 ⇒ 00:04:15.739 Greg Stoutenburg: It is. Yeah, an HOA will do that.
53 00:04:15.740 ⇒ 00:04:17.509 Uttam Kumaran: That’s that H-O-A calling energy.
54 00:04:17.510 ⇒ 00:04:18.850 Greg Stoutenburg: Crash out too long, though.
55 00:04:18.850 ⇒ 00:04:20.670 Caitlyn Vaughn: That’s so funny.
56 00:04:21.980 ⇒ 00:04:24.980 Caitlyn Vaughn: Well, how’s it going? Do we get our shit together?
57 00:04:26.090 ⇒ 00:04:27.010 Greg Stoutenburg: More or less.
58 00:04:27.120 ⇒ 00:04:29.269 Caitlyn Vaughn: Amazing, amazing news.
59 00:04:29.960 ⇒ 00:04:30.300 Greg Stoutenburg: Exactly.
60 00:04:30.300 ⇒ 00:04:31.459 Uttam Kumaran: You take it, yeah.
61 00:04:31.460 ⇒ 00:04:49.719 Greg Stoutenburg: Yeah, I’ll take it. Yeah, so, you know, it acknowledges, and as I… just to reiterate what I said in the message, sorry for the sort of poor communication around what’s being done and when. Something that we sort of had an infrastructure in place for, but weren’t following it consistently enough, weren’t communicating around it consistently enough.
62 00:04:49.720 ⇒ 00:05:02.029 Greg Stoutenburg: is that for dashboard development, we do follow a process, and just weren’t sort of more transparent about that. So, I’ll own the communication fumble there.
63 00:05:02.460 ⇒ 00:05:25.970 Greg Stoutenburg: what I’ve done is updated the linear board project view with all of the dashboards that we’ve been working on for you, and then laid out what those milestones are so that you can see them on a timeline. And, I wanted to get this done quickly enough to get it in front of you so that you can see, like, what really is… I think the main thing right now is just what’s done and how much longer is it going to take.
64 00:05:26.030 ⇒ 00:05:31.650 Greg Stoutenburg: So I made sure that the view as it exists, as I’m gonna show it to you now, answers those accurately.
65 00:05:31.910 ⇒ 00:05:41.529 Greg Stoutenburg: What I need to do with the team is there will be some regrouping to make sure that all of the tickets that have already been worked, or some things that are in progress, are reflected in those milestones, but
66 00:05:41.530 ⇒ 00:05:57.719 Greg Stoutenburg: that really only matters if you drill down far enough to, like, look at an individual issue view. If you just look at the milestone view, you’ll be able to see everything as it stands now. So, with that caveat, here is what I’m able to show you now, and…
67 00:05:57.740 ⇒ 00:06:00.910 Greg Stoutenburg: I can share this with you so you can explore on your own as well.
68 00:06:01.890 ⇒ 00:06:07.080 Greg Stoutenburg: So the… oh yeah, the other caveat is just,
69 00:06:07.130 ⇒ 00:06:22.079 Greg Stoutenburg: I need to assign the product analytics dashboards, milestones as well. So, but for the dashboards that Demi’s been working on, and that are yet to come, this is where we stand with respect to progress. The… are you familiar with linear?
70 00:06:22.340 ⇒ 00:06:23.810 Caitlyn Vaughn: Yeah, we use linear as well.
71 00:06:23.810 ⇒ 00:06:34.900 Greg Stoutenburg: Okay, alright, then I don’t need to, explain that much. So, anything that’s got a tick is done. Anything that looks like, you know, a clock is in progress.
72 00:06:35.580 ⇒ 00:06:52.210 Greg Stoutenburg: And so, you know, so we’ve got financial summary dashboard finished. The milestones take expected dates, so ones that are in the future that the timeline bar hasn’t reached yet are ones that are expected dates. So you can see that for…
73 00:06:52.680 ⇒ 00:06:58.630 Greg Stoutenburg: Financial summary and ARR were finished. For customer reporting and enablement, we’ve got just…
74 00:06:58.840 ⇒ 00:07:13.459 Greg Stoutenburg: We’ve got a couple milestones in the future here, but a ton of progress has been made there. Customer Success Performance Metrics is just about done, and BizDev metrics is getting wrapped up by end of day, and will be reviewed with you tomorrow.
75 00:07:13.520 ⇒ 00:07:29.380 Greg Stoutenburg: From there, we switch to customer product activity as the next one in line, followed by marketing… followed by marketing attribution, and everything wraps by, by the third week of May to give us a little bit of buffer before the end of May.
76 00:07:29.830 ⇒ 00:07:31.360 Caitlyn Vaughn: Okay, amazing.
77 00:07:31.590 ⇒ 00:07:36.200 Caitlyn Vaughn: Yes, this is good and clear. Are you able to share this linear with me?
78 00:07:36.200 ⇒ 00:07:36.820 Greg Stoutenburg: Yep.
79 00:07:38.070 ⇒ 00:07:38.950 Caitlyn Vaughn: Okay, awesome.
80 00:07:38.950 ⇒ 00:07:42.910 Greg Stoutenburg: I will figure out how to do that. Do you wanna… do you wanna do it now, or just…
81 00:07:42.910 ⇒ 00:07:58.630 Caitlyn Vaughn: It’s just, like, today, at some point. Yeah. Okay, that makes sense. Financial dashboard, we did finish air our dashboard, we finished this. Basically, the customer reporting and customer success dashboards are basically finished, right?
82 00:07:58.660 ⇒ 00:08:06.580 Greg Stoutenburg: Yeah, they’re basically finished, and this is where… this is where, especially, I feel like I just have to, like, own the communication thing, like, they’ve been basically finished for a little bit. We got…
83 00:08:06.940 ⇒ 00:08:25.189 Greg Stoutenburg: Laura saw it, liked it, wanted to change some things around. Instead of using product names, wanted to show tier instead. So we showed opportunity tier and business tier. For the customer success dashboard, wanted to add,
84 00:08:25.250 ⇒ 00:08:31.539 Greg Stoutenburg: wanted to add more information around dollar values for churn and things like that. But in every case, work is…
85 00:08:31.680 ⇒ 00:08:37.170 Greg Stoutenburg: done, or very nearly done, and it’s QA follow-ups, like, initial versions have been out for a little while.
86 00:08:38.339 ⇒ 00:08:52.929 Caitlyn Vaughn: Okay, yeah, that makes sense. I mean, as I’m, like, looking at this dashboard, even if I am looking at the… just the financial summary dashboard, obviously we started this in the beginning of March, and now it’s, like, the end of April.
87 00:08:52.929 ⇒ 00:09:04.069 Caitlyn Vaughn: So, just as we’re moving forward, there’s obviously nothing we can do retroactively, but I just want to make sure, like, going forward, a lot of the feedback that I’m getting from the team now is, like.
88 00:09:04.529 ⇒ 00:09:13.409 Caitlyn Vaughn: mostly, like, why are things not moving faster, or, like, why is this taking so long? And so I’m spending more time defending y’all than I am on, like.
89 00:09:13.579 ⇒ 00:09:27.659 Caitlyn Vaughn: hey, this is done, review this, or like, yeah, this was done, you know, talking about what was outputted, essentially. So, yeah, I just want to make sure, like, all of these dashboards that are, you know, coming up, the BDR dashboard.
90 00:09:27.879 ⇒ 00:09:30.339 Caitlyn Vaughn: Also, customer productivity.
91 00:09:30.439 ⇒ 00:09:33.489 Caitlyn Vaughn: Customer product activity, what is this dashboard?
92 00:09:33.730 ⇒ 00:09:36.370 Greg Stoutenburg: This is the dashboard that Lev requested.
93 00:09:38.390 ⇒ 00:09:40.410 Greg Stoutenburg: So this one is…
94 00:09:46.850 ⇒ 00:09:52.460 Greg Stoutenburg: I have the name Customer Product Activity for… this.
95 00:09:58.590 ⇒ 00:09:59.360 Caitlyn Vaughn: Okay.
96 00:10:04.280 ⇒ 00:10:07.509 Caitlyn Vaughn: Hmm, this is almost like the one…
97 00:10:07.930 ⇒ 00:10:10.960 Uttam Kumaran: It’s similar to the CS one, but…
98 00:10:12.330 ⇒ 00:10:15.739 Uttam Kumaran: But, like, it was… some of these are not things that CS requested.
99 00:10:16.300 ⇒ 00:10:21.180 Caitlyn Vaughn: Yeah, I was gonna say, this is similar to the, like, PLG board that I would request, to be honest.
100 00:10:23.050 ⇒ 00:10:27.160 Caitlyn Vaughn: So I wonder if we can just consolidate that into one.
101 00:10:28.110 ⇒ 00:10:37.550 Greg Stoutenburg: We can, yeah, we can evaluate that. We can, maybe the approach here is just to put a time on the calendar and look at the requested specs for these, and just make sure we’re not duplicating efforts.
102 00:10:37.940 ⇒ 00:10:39.720 Caitlyn Vaughn: Yeah, totally.
103 00:10:39.720 ⇒ 00:10:40.540 Greg Stoutenburg: as a follow-up.
104 00:10:40.540 ⇒ 00:10:49.239 Caitlyn Vaughn: Yeah, if it’s similar to the CS dashboard as well, then it seems like we have coverage. The other thing is, like, what I really am trying to leverage you guys for is…
105 00:10:49.580 ⇒ 00:10:57.179 Caitlyn Vaughn: as we start to build this out, I want to make sure that the data that we need modeled is modeled. I’m not, like.
106 00:10:57.450 ⇒ 00:11:09.989 Caitlyn Vaughn: super concerned that every single dashboard is 100%, just that it’s at a place where, in the future, if someone was like, oh, I really want to add these dashboards in, we could, like, use Blobby to add them in.
107 00:11:09.990 ⇒ 00:11:10.320 Greg Stoutenburg: Yeah.
108 00:11:10.320 ⇒ 00:11:11.100 Caitlyn Vaughn: No?
109 00:11:11.100 ⇒ 00:11:11.660 Greg Stoutenburg: Yep.
110 00:11:11.810 ⇒ 00:11:12.890 Caitlyn Vaughn: So…
111 00:11:13.710 ⇒ 00:11:24.229 Caitlyn Vaughn: it’s good that we’re covering the different topics. Like, I like that we’re doing the BDR dashboard, I like that we’re doing this customer product activity, which is really product analytics, the same thing.
112 00:11:24.440 ⇒ 00:11:28.500 Caitlyn Vaughn: And the marketing attribution, because that should cover all of our sources.
113 00:11:29.110 ⇒ 00:11:29.710 Greg Stoutenburg: Yeah.
114 00:11:29.780 ⇒ 00:11:35.200 Greg Stoutenburg: Yeah, yeah, and that is… I mean, that is the way that Omni’s designed. So, if you’ve got your topics built.
115 00:11:35.230 ⇒ 00:11:50.299 Greg Stoutenburg: for the kinds of questions you’re going to want to try to answer, then the dashboarding work gets a lot quicker and easier from there. And very often, Blobby can just do it on its own. Or, you know, or get you 85, 95% of the way there, and then you polish it off.
116 00:11:50.500 ⇒ 00:11:51.340 Caitlyn Vaughn: Yep.
117 00:11:51.340 ⇒ 00:11:51.910 Greg Stoutenburg: Yeah.
118 00:11:52.100 ⇒ 00:11:53.560 Caitlyn Vaughn: Yeah, that looks good. Yeah.
119 00:11:53.730 ⇒ 00:12:04.399 Greg Stoutenburg: Yeah, something else I want to call out, just because, you know, you mentioned the defense thing, where I see what I want to call just communication failure, from us is
120 00:12:04.610 ⇒ 00:12:10.840 Greg Stoutenburg: If you notice, the… consistently the longest chunk of time is between receiving feedback.
121 00:12:10.950 ⇒ 00:12:27.520 Greg Stoutenburg: At handoff. So, I think that’s where we have to, you know, we sort of just have to own that when we’ve gotten, when we’ve gotten feedback and need to make changes, not being very clear about, you know, here’s the timeline for this change, here’s how long it’s going to take, and sometimes, if it’s a big enough
122 00:12:27.520 ⇒ 00:12:33.179 Greg Stoutenburg: Lyft, being able to say to you, like, hey, yeah, we can do that, but this, like, this is going to… this is gonna add a week, so…
123 00:12:33.710 ⇒ 00:12:42.749 Greg Stoutenburg: Do we push things back, or do we go, hey, actually, this is good enough, because you want to be in a position to iterate on your dashboards anyway, and we come back to it later, or, like, you know, just sort of…
124 00:12:42.950 ⇒ 00:12:45.079 Greg Stoutenburg: Answering the question, how do we want to triage this?
125 00:12:45.270 ⇒ 00:13:06.960 Caitlyn Vaughn: Yeah, totally. And I agree with that, diagnostic, that the feedback piece is the longest, but even knowing that information, like, if we can get to one faster, and then use that time to iterate, like, that’s probably a better structure for us, just, like, knowing how long things are actually going to take. Yeah.
126 00:13:06.960 ⇒ 00:13:17.620 Caitlyn Vaughn: But I think, like, the last things on our side are, like, the factors, which is Polycomic needs to unblock that for us, right? Yes. And then the product data piece, which is still just Victor.
127 00:13:17.620 ⇒ 00:13:19.400 Caitlyn Vaughn: Yeah. I’ll message him again.
128 00:13:19.400 ⇒ 00:13:20.670 Greg Stoutenburg: Yep. It really is, that’s right.
129 00:13:20.670 ⇒ 00:13:22.070 Caitlyn Vaughn: over. Yeah.
130 00:13:22.090 ⇒ 00:13:22.640 Greg Stoutenburg: Yeah, yeah.
131 00:13:22.640 ⇒ 00:13:23.210 Caitlyn Vaughn: But other…
132 00:13:23.210 ⇒ 00:13:28.370 Greg Stoutenburg: use a bump on that. Utam, you’d reached out for him, out to him recently. Yeah, I think he…
133 00:13:28.370 ⇒ 00:13:39.640 Uttam Kumaran: I think he has all the info, so… Okay. Yeah, so let’s just do that. Okay. And then, yeah, I mean, basically, Caitlin, what I told Greg is, like, just call Dan and Laura.
134 00:13:39.740 ⇒ 00:13:48.879 Uttam Kumaran: and folks, like, as often as possible, to get them to be like, this isn’t a good spot. That way, when you talk to them, they’re like, this isn’t a good spot, because
135 00:13:49.090 ⇒ 00:13:53.640 Uttam Kumaran: I mean, part of it is just, like, everybody’s running fast, so they’re, like, they see it one day, and then…
136 00:13:53.790 ⇒ 00:13:54.120 Greg Stoutenburg: Yeah.
137 00:13:54.120 ⇒ 00:13:58.420 Uttam Kumaran: They need it, like, 4 days later, and they’re like, oh, they didn’t get it done, and it’s like, whoa.
138 00:13:59.040 ⇒ 00:14:01.970 Uttam Kumaran: You know, so I just said, like, call… try to call them, and…
139 00:14:02.400 ⇒ 00:14:03.939 Uttam Kumaran: Just so we’re top of mind.
140 00:14:04.620 ⇒ 00:14:17.020 Caitlyn Vaughn: Yep. And then, do we have, like… the other thing is I’m having to, like, run around and kind of find the pieces of these different dashboards, and it’s kind of… it’s, like, not consolidated, so it’s really hard for me to…
141 00:14:17.020 ⇒ 00:14:29.139 Caitlyn Vaughn: either say, yes, you guys are on track, or, like, no, things were missed, because I’m just not really sure what is in scope and, like, when dates were committed to. Do we have that inside of, like, milestones, so we have tickets created and stuff?
142 00:14:29.780 ⇒ 00:14:44.630 Greg Stoutenburg: So, this is the piece where I want this to be the source of truth for you for this. And so, I’m… I need to circle back with the team and make sure that they’ve nailed down these milestones accurately.
143 00:14:45.780 ⇒ 00:15:02.050 Greg Stoutenburg: Yeah. But, I mean, initially, my understanding… so, I mean, I was… I was brought in sort of midstream. My understanding is that the initial… the initial plan was, you know, the Instagant from earlier… earlier in the year, and then as far as spec, is that it is this document.
144 00:15:02.420 ⇒ 00:15:03.530 Caitlyn Vaughn: Yes.
145 00:15:04.300 ⇒ 00:15:09.790 Caitlyn Vaughn: And Laura has just pinged me about something that I didn’t have time to look at. Let me see really quick.
146 00:15:10.380 ⇒ 00:15:15.279 Caitlyn Vaughn: Good market summary. This stock, I assume it’s the same one.
147 00:15:16.500 ⇒ 00:15:17.510 Caitlyn Vaughn: Okay.
148 00:15:20.620 ⇒ 00:15:22.440 Caitlyn Vaughn: Default Omni Dashboard.
149 00:15:28.800 ⇒ 00:15:30.220 Caitlyn Vaughn: I see.
150 00:15:31.340 ⇒ 00:15:35.910 Caitlyn Vaughn: Okay, and then will you… what is the doc that you’re working on, the Brainforge?
151 00:15:36.250 ⇒ 00:15:38.040 Caitlyn Vaughn: Google Doc.
152 00:15:38.620 ⇒ 00:15:39.519 Greg Stoutenburg: This one here?
153 00:15:39.520 ⇒ 00:15:40.460 Caitlyn Vaughn: Yes.
154 00:15:40.950 ⇒ 00:15:48.579 Greg Stoutenburg: This is what I inherited as the plan for which dashboards are being made, what metrics are reflected on them.
155 00:15:49.090 ⇒ 00:15:53.859 Greg Stoutenburg: And then from here, the… oh yeah, you just jumped in. Yeah.
156 00:15:54.920 ⇒ 00:16:02.840 Greg Stoutenburg: And then in some places, you’ll find notes. Like, initially, the ask had been for financial summary to include CAC and LTV,
157 00:16:03.190 ⇒ 00:16:09.610 Greg Stoutenburg: Laura said there’s effectively no way to get this live data in usable shape, so just move on without it.
158 00:16:11.940 ⇒ 00:16:20.289 Greg Stoutenburg: There will be some notes in places like that. And then some as well that will be consolidated. So, down here, right, we noted,
159 00:16:20.550 ⇒ 00:16:23.660 Greg Stoutenburg: you know, this one on Google and Facebook ads attribution.
160 00:16:24.110 ⇒ 00:16:30.250 Greg Stoutenburg: Your, you know, what you said to do is just roll this into the other dash here.
161 00:16:32.870 ⇒ 00:16:33.440 Caitlyn Vaughn: Yep.
162 00:16:33.440 ⇒ 00:16:36.919 Greg Stoutenburg: So this, those, those would be a combined marketing attribution dashboard.
163 00:16:36.920 ⇒ 00:16:37.500 Caitlyn Vaughn: Yeah.
164 00:16:37.500 ⇒ 00:16:39.619 Greg Stoutenburg: That plan is reflected here.
165 00:16:39.860 ⇒ 00:16:41.179 Greg Stoutenburg: Up to date here.
166 00:16:41.360 ⇒ 00:16:42.630 Greg Stoutenburg: On the linear board.
167 00:16:42.630 ⇒ 00:16:44.140 Caitlyn Vaughn: On the linear board. Okay, amazing.
168 00:16:44.140 ⇒ 00:16:44.690 Greg Stoutenburg: Yep.
169 00:16:47.060 ⇒ 00:16:58.120 Caitlyn Vaughn: Okay, yeah, that makes sense to me. Laura has just sent me another document that we did, I can’t remember, like, a long time ago. I don’t know if you ever saw this.
170 00:16:58.620 ⇒ 00:17:00.100 Caitlyn Vaughn: I’m gonna share my screen here.
171 00:17:01.190 ⇒ 00:17:06.810 Caitlyn Vaughn: I think this was the one that we did internally.
172 00:17:07.079 ⇒ 00:17:15.059 Caitlyn Vaughn: in, like, December, and we, like, wrote all of our stuff down. And then from this, you guys created that doc, right?
173 00:17:15.069 ⇒ 00:17:15.819 Uttam Kumaran: Yes.
174 00:17:16.020 ⇒ 00:17:16.750 Caitlyn Vaughn: Okay.
175 00:17:19.980 ⇒ 00:17:22.539 Greg Stoutenburg: I’m sorry, I’m sorry, were you sharing a doc? I didn’t see it.
176 00:17:23.450 ⇒ 00:17:24.980 Uttam Kumaran: It’s… she saved screen.
177 00:17:26.950 ⇒ 00:17:28.159 Caitlyn Vaughn: Can you see my screen?
178 00:17:28.160 ⇒ 00:17:29.680 Greg Stoutenburg: I don’t… okay, got it.
179 00:17:31.550 ⇒ 00:17:37.009 Caitlyn Vaughn: Okay, let’s see, what did she send?
180 00:17:38.290 ⇒ 00:17:43.550 Caitlyn Vaughn: Cuba for future. Okay, yeah, I think… Oh, the go-to-market summary, yes.
181 00:17:43.970 ⇒ 00:17:51.330 Caitlyn Vaughn: I need to go back and look at the go-to-market board, but I think… I mean, I think it includes the stuff that Ryan had asked for, right?
182 00:17:51.330 ⇒ 00:17:51.900 Uttam Kumaran: Yeah.
183 00:17:51.900 ⇒ 00:18:02.549 Caitlyn Vaughn: That ended up being a Ryan dashboard, and Laura was in there, too. But she, like, she just pinged me 20 minutes ago and said, like, hey, is… where is this dashboard? And, like.
184 00:18:02.640 ⇒ 00:18:22.350 Caitlyn Vaughn: this, to me, is at the point where it’s like, okay, well, instead of just continuing to pile things on on your team, like, this is where we could take existing dashboards. It’s been modeled, topics have been created, and, like, now we can go and create, you know, any additional dashboards or charts that we need, instead of
185 00:18:22.640 ⇒ 00:18:25.529 Caitlyn Vaughn: Dragging out, you know, more work.
186 00:18:25.530 ⇒ 00:18:35.280 Uttam Kumaran: Yeah, that’s what I would… yeah, I… I agree. I think all the topics are there, like, even if there’s slight changes in the visualization, or just a new view.
187 00:18:36.030 ⇒ 00:18:38.610 Uttam Kumaran: Pretty seamless to just go create.
188 00:18:41.110 ⇒ 00:18:41.930 Caitlyn Vaughn: Okay, cool.
189 00:18:41.930 ⇒ 00:18:44.190 Uttam Kumaran: Greg, you’re on, you’re on, you’re on mute.
190 00:18:45.230 ⇒ 00:18:53.650 Greg Stoutenburg: Sorry, one of Lily’s friends came over and was mashing the doorbell, so I muted that, because it’s like, ding ding, ding, ding, ding, like, take it easy.
191 00:18:53.650 ⇒ 00:18:54.140 Caitlyn Vaughn: So…
192 00:18:55.110 ⇒ 00:19:09.089 Greg Stoutenburg: I know you’re 11, but come on! So I’m muted. Yeah, you know, you might, you might, as a recommendation, just, take that exact spec that you just showed, and just drop it right into Blobby, and say, make a dashboard that does this.
193 00:19:09.540 ⇒ 00:19:10.090 Caitlyn Vaughn: Oh, really?
194 00:19:10.090 ⇒ 00:19:12.019 Greg Stoutenburg: And just, yeah, give it a try.
195 00:19:12.280 ⇒ 00:19:13.290 Caitlyn Vaughn: No way.
196 00:19:14.220 ⇒ 00:19:17.509 Caitlyn Vaughn: It’s gonna just give me all of those data points and charts.
197 00:19:17.510 ⇒ 00:19:18.580 Greg Stoutenburg: Amite.
198 00:19:20.900 ⇒ 00:19:21.490 Greg Stoutenburg: It does.
199 00:19:21.490 ⇒ 00:19:22.519 Caitlyn Vaughn: work at all.
200 00:19:22.520 ⇒ 00:19:23.580 Greg Stoutenburg: Yeah, if it does, you know.
201 00:19:23.580 ⇒ 00:19:25.199 Uttam Kumaran: Get some lemonade.
202 00:19:25.200 ⇒ 00:19:27.480 Greg Stoutenburg: If it doesn’t work at all, you know?
203 00:19:27.480 ⇒ 00:19:28.889 Uttam Kumaran: I just…
204 00:19:29.150 ⇒ 00:19:30.649 Greg Stoutenburg: Say, say Greg did it.
205 00:19:30.650 ⇒ 00:19:33.420 Caitlyn Vaughn: Funny.
206 00:19:33.420 ⇒ 00:19:48.449 Greg Stoutenburg: Yeah, so Blobby is… it’s… it’s tooled, so they really trained it specifically for answering questions, but secondarily, it has… I mean, it has chart creation ability. Now, how much you give it at once really does affect the quality of output sometimes, but…
207 00:19:48.450 ⇒ 00:19:48.890 Caitlyn Vaughn: Right.
208 00:19:48.890 ⇒ 00:19:51.520 Greg Stoutenburg: You know, I mean, I’m…
209 00:19:52.190 ⇒ 00:19:57.930 Greg Stoutenburg: what we think is difficult data to put together, sometimes a computer disagrees, so…
210 00:19:57.930 ⇒ 00:19:58.450 Caitlyn Vaughn: Hmm.
211 00:19:58.450 ⇒ 00:20:02.749 Greg Stoutenburg: It might be easier than it looks. Might also be much harder, and then, you know…
212 00:20:03.610 ⇒ 00:20:05.329 Caitlyn Vaughn: And then we just hire you again.
213 00:20:05.330 ⇒ 00:20:10.309 Greg Stoutenburg: That’s right, that’s right. Hey, is something going wrong with your BI implementation? I’ve got a plan.
214 00:20:10.610 ⇒ 00:20:12.339 Caitlyn Vaughn: Got a plan B.
215 00:20:12.980 ⇒ 00:20:17.139 Caitlyn Vaughn: That’s so funny. Okay, cool. Yeah, that makes sense.
216 00:20:17.730 ⇒ 00:20:20.299 Caitlyn Vaughn: Also, what was I gonna say?
217 00:20:20.620 ⇒ 00:20:39.369 Caitlyn Vaughn: I think, so after… after our contract is done, hopefully, I’m thinking Nandica will take this over internally, like, the implementation stuff on our side. With that being said, I think there are lots of gaps in her, just, like, knowledge, since she hasn’t done anything like this before,
218 00:20:39.700 ⇒ 00:20:47.290 Caitlyn Vaughn: So, I’m going to task her with working with y’all a ton to figure out, like, how to actually do this kind of stuff.
219 00:20:50.030 ⇒ 00:20:59.730 Caitlyn Vaughn: I think there’s also potential, I guess, depending on where we land at the end of May, to, like, keep some small retainer where we have, like, a few hours a month that we can, like, still lean on you guys and, like…
220 00:21:00.500 ⇒ 00:21:00.850 Uttam Kumaran: Yeah.
221 00:21:00.850 ⇒ 00:21:09.339 Caitlyn Vaughn: when Laura’s coming saying, I do want this information, that we can, like, easily stand it up, or you guys can help us do that.
222 00:21:09.630 ⇒ 00:21:28.010 Caitlyn Vaughn: But, yeah, hopefully we can, like, be in a really good place end of May. So this, this looks good to me. I think those charts are aligned with what I was thinking, minus we might be able to actually combine, one of them, which is great. And then all I need from you now is the two… can you pull up your linear again, Greg?
223 00:21:28.010 ⇒ 00:21:28.510 Greg Stoutenburg: Yep.
224 00:21:29.170 ⇒ 00:21:41.200 Caitlyn Vaughn: The two, charts that we have done a ton of work on, I think it was the two CS charts, they’re not marks done, but I think… I guess I’m wondering if they’re not marked done just because they don’t have product data?
225 00:21:41.330 ⇒ 00:21:44.510 Caitlyn Vaughn: Or if there’s, like, another reason why they’re not marked as done.
226 00:21:44.700 ⇒ 00:21:56.350 Greg Stoutenburg: So, yeah, and this is one of those places where it gets confusing, right? Because, like, if not every ask is done, then do you say it’s not done? So for this one…
227 00:21:56.590 ⇒ 00:21:58.870 Greg Stoutenburg: Let me see if I can actually just get this answered.
228 00:21:59.270 ⇒ 00:22:08.369 Greg Stoutenburg: Yeah, product data. Product data for customer reporting and enablement. We’ve got stale data there. That’s… and that’s one I also mentioned in,
229 00:22:08.910 ⇒ 00:22:10.820 Greg Stoutenburg: In a message the other day.
230 00:22:10.820 ⇒ 00:22:11.679 Caitlyn Vaughn: Yeah, you did.
231 00:22:11.680 ⇒ 00:22:15.250 Greg Stoutenburg: And then for customer success,
232 00:22:15.420 ⇒ 00:22:17.090 Greg Stoutenburg: Wow, this is really nice, isn’t it?
233 00:22:17.390 ⇒ 00:22:22.480 Greg Stoutenburg: Can you just click on it? There were a handful of new requests…
234 00:22:23.200 ⇒ 00:22:25.520 Greg Stoutenburg: But those were not the requests.
235 00:22:28.310 ⇒ 00:22:41.200 Greg Stoutenburg: Let me put the detail in for this. There were a handful of things that they asked for in the customer success performance metrics, like, like a view that’s, like, more customer-facing, for example, at the bottom.
236 00:22:42.470 ⇒ 00:22:58.800 Greg Stoutenburg: that sort of thing. Let me… I’ll update that ticket, because I know I was just looking at this a moment ago. And this is one of those things, again, this is one of those things where it’s like, alright, I can… I can put together the view pretty quickly, but let me, you know, make sure that these… these provide the level of detail you might be looking for if you click through.
237 00:22:59.880 ⇒ 00:23:03.670 Greg Stoutenburg: Yeah, so I’ll update this as soon as we get off the call.
238 00:23:03.820 ⇒ 00:23:04.800 Caitlyn Vaughn: Okay, great.
239 00:23:05.170 ⇒ 00:23:08.490 Caitlyn Vaughn: Awesome, that all looks good. Anything.
240 00:23:08.490 ⇒ 00:23:08.850 Uttam Kumaran: Yes.
241 00:23:08.850 ⇒ 00:23:10.170 Caitlyn Vaughn: You guys need from me?
242 00:23:10.170 ⇒ 00:23:15.870 Uttam Kumaran: Yeah, so I think what I can do is draft, Caitlin, just, like, a more… like, an agreement for a retainer that’s just…
243 00:23:16.320 ⇒ 00:23:20.920 Uttam Kumaran: basically, if it’s Greg’s time, or Advait, or Demi, and…
244 00:23:21.070 ⇒ 00:23:26.800 Uttam Kumaran: it’ll just be sort of as needed. Like, if there’s like, hey, we need this new source modeled in the dashboard.
245 00:23:27.340 ⇒ 00:23:36.189 Uttam Kumaran: hey, we want to do a quick, like, training session on Omni, or we just have a quick thing. That way, that’s there, and then you could… guys can kind of just use hours as you want.
246 00:23:36.190 ⇒ 00:23:38.369 Caitlyn Vaughn: Cool, that would be amazing. Okay.
247 00:23:38.370 ⇒ 00:23:51.679 Greg Stoutenburg: for that matter, if you want to jam on PLG or anything like that, you know, do experimentation and improve those workflows so that, you know, users are finding the value that you want and you’re really growing in that area, that’s an option as well.
248 00:23:52.090 ⇒ 00:24:00.579 Caitlyn Vaughn: Cool, amazing. Yep. Alright, well, hopefully we can get our shit together on our side and get product data unlocked,
249 00:24:00.830 ⇒ 00:24:09.149 Caitlyn Vaughn: And if anyone is blocking on our side, on, like, dashboards or anything, let me know, and I’m happy to, like, push… push on our end.
250 00:24:09.590 ⇒ 00:24:10.290 Greg Stoutenburg: Okay.
251 00:24:10.290 ⇒ 00:24:17.339 Caitlyn Vaughn: But it looks good, I think this is great. Greg, make sure to share this linear with me so that I can have it, too.
252 00:24:17.760 ⇒ 00:24:19.420 Caitlyn Vaughn: But I appreciate the call.
253 00:24:19.940 ⇒ 00:24:21.210 Uttam Kumaran: Cool. Perfect.
254 00:24:21.210 ⇒ 00:24:22.070 Greg Stoutenburg: Thanks!
255 00:24:22.070 ⇒ 00:24:22.510 Caitlyn Vaughn: Thanks, guys!
256 00:24:22.510 ⇒ 00:24:22.830 Greg Stoutenburg: All right.
257 00:24:22.830 ⇒ 00:24:23.880 Uttam Kumaran: Okay.
258 00:24:23.880 ⇒ 00:24:24.440 Greg Stoutenburg: See ya.
259 00:24:24.440 ⇒ 00:24:24.900 Uttam Kumaran: Bye.