Meeting Title: Default Project Weekly Sync Date: 2026-05-05 Meeting participants: Greg Stoutenburg, Advait Nandakumar Menon, Awaish Kumar


WEBVTT

1 00:00:14.410 00:00:16.140 Advait Nandakumar Menon: Yeah, growing how it’s going?

2 00:00:16.149 00:00:17.959 Greg Stoutenburg: Hey! Doing well, how are you?

3 00:00:19.210 00:00:20.309 Advait Nandakumar Menon: I’m doing good, too.

4 00:00:22.300 00:00:26.090 Greg Stoutenburg: Was it a, was it a fun trip last week?

5 00:00:27.250 00:00:32.270 Advait Nandakumar Menon: Yeah, it was just nearby to Dayton, Ohio. I just went for my friend’s graduation.

6 00:00:32.270 00:00:33.720 Greg Stoutenburg: Cool. Nice.

7 00:00:33.720 00:00:34.759 Advait Nandakumar Menon: Yeah, yeah.

8 00:00:35.410 00:00:36.810 Greg Stoutenburg: Nice, that’s great.

9 00:00:37.540 00:00:38.130 Awaish Kumar: Oh.

10 00:00:38.460 00:00:40.899 Greg Stoutenburg: Hey Wish, thanks for joining, and sorry for the late notice.

11 00:00:41.170 00:00:42.030 Awaish Kumar: Yeah, no worries.

12 00:00:42.030 00:00:42.840 Advait Nandakumar Menon: serious.

13 00:00:42.840 00:00:45.669 Greg Stoutenburg: I really appreciate you helping us get this thing over the line.

14 00:00:48.200 00:00:54.000 Greg Stoutenburg: Demi has said that he can’t come, so it’s just the three of us today.

15 00:00:54.030 00:01:06.839 Greg Stoutenburg: Utom, I just wanted to sort of give a quick update, and then ask for you guys to help me write something that I will just send over to Caitlin and the team. I put that in Slack this morning, but yeah, I mean, so the only update is that…

16 00:01:06.840 00:01:17.110 Greg Stoutenburg: Caitlin messaged Utam directly and asked for some time to just get on a call, make sure that everything’s aligned, for the final handoff. They’re really anxious about…

17 00:01:17.110 00:01:32.439 Greg Stoutenburg: Well, I mean, you know, you know the story. They’re anxious about us getting the modeling changes done, they’re anxious about how what we’ve done fits with what they’re calling best practices, which, as far as we can tell, they just ask AI what are best practices. And, you know.

18 00:01:32.990 00:01:33.620 Awaish Kumar: Okay.

19 00:01:34.910 00:01:49.429 Greg Stoutenburg: basically, so we’ll… the reason I mention that is because I want to hear from Utam, because I put the question to Caitlin very directly yesterday. I said, we’re only… they said they won’t authorize additional hours, which means we’re already going to eat about 60 hours.

20 00:01:49.430 00:02:04.360 Greg Stoutenburg: from last month’s work. It’s on me to monitor that sort of thing, but that looks like that’s how that’s going to be. So, since they said they want to authorize additional hours, I put the question to her directly and said, okay, we’ve got 20 hours left then, do you want us to

21 00:02:04.360 00:02:09.239 Greg Stoutenburg: focus those… do you want us to just give up on all dashboard building, including QA fixes?

22 00:02:09.240 00:02:19.389 Greg Stoutenburg: Or, and then pivot entirely to modeling, or do you want to try to do some kind of compromise in between? And she didn’t reply, but I asked Tom to just touch on that.

23 00:02:19.860 00:02:33.640 Greg Stoutenburg: So, standby… oh, I accidentally raised my hand. Stand by to possibly hear, like, don’t worry about dashboards anymore at all. That’s… that is actually where I think this is gonna go.

24 00:02:33.930 00:02:48.240 Greg Stoutenburg: Cool. Now, I think, as far as deliverables, the next thing, again, is just getting that message in front of them so they understand exactly what we’re working on. They don’t need to understand it in a super detailed way, because they don’t understand this in a super detailed way.

25 00:02:48.240 00:02:55.890 Greg Stoutenburg: But I just want to give them, you know, an update on what we’re working on, the direction that we’re going, and just sort of leave it there for now. Yeah, go ahead, Awish.

26 00:02:56.700 00:03:02.270 Awaish Kumar: Should… kind of… actually… so the last time what I did was actually just to help

27 00:03:02.470 00:03:05.420 Awaish Kumar: With one of the… Try to…

28 00:03:05.910 00:03:13.320 Awaish Kumar: Work on a customer enablement dashboard, and actually go from modeling all the way to the dashboard.

29 00:03:13.970 00:03:20.779 Awaish Kumar: I think that’s… that Adwe and Mustva are taking now. I think that they can do…

30 00:03:21.040 00:03:23.139 Awaish Kumar: In these two weeks.

31 00:03:23.250 00:03:32.239 Awaish Kumar: But apart from that, on just the modeling side, this is what we are working on between me and Demilade. So, this is a… like, I don’t have much of the…

32 00:03:33.000 00:03:40.810 Awaish Kumar: like, the business domain knowledge, so I can elaborate in a, like, better wording, but this is… these are kind of tickets you can see here.

33 00:03:41.430 00:03:46.010 Awaish Kumar: That we are looking to deliver by the end of these two weeks.

34 00:03:46.550 00:03:50.250 Greg Stoutenburg: Okay, and what are those… what’s, what are those?

35 00:03:51.400 00:03:58.180 Awaish Kumar: So, like, it’s the same, like, there… we have some of the models already in the…

36 00:03:58.480 00:04:05.649 Awaish Kumar: dbt project, right? But they are more granular, at a more granular level. So this is what we came up with.

37 00:04:05.860 00:04:11.290 Awaish Kumar: To… to create more… oh, sorry, the… the less granular

38 00:04:11.580 00:04:21.400 Awaish Kumar: data models for each of those, each of the data sources that we have in our, in for default. Based on that, we are…

39 00:04:22.010 00:04:25.079 Awaish Kumar: Creating these, you can say, 14…

40 00:04:25.810 00:04:29.170 Awaish Kumar: tables, which are on me, that…

41 00:04:29.280 00:04:32.930 Awaish Kumar: Like, this is more about, export data.

42 00:04:34.330 00:04:42.760 Awaish Kumar: we have, this is about, like, pylon source. So these are, like, different sources, which are in the between. Gong, Hyperline.

43 00:04:42.970 00:04:47.150 Awaish Kumar: So, these are the sources. So, given these sources, we are going to come up with

44 00:04:47.600 00:04:50.520 Awaish Kumar: a unified DIM customer, which basically

45 00:04:51.360 00:04:55.529 Awaish Kumar: Is a table which will combine the data from all these sources.

46 00:04:55.640 00:05:03.859 Awaish Kumar: And then of these individual fact tables, that can help them at a granular level, to build anything on top of it.

47 00:05:04.070 00:05:08.390 Awaish Kumar: Similarly, Demi is working on these, mostly Salesforce.

48 00:05:09.070 00:05:10.130 Awaish Kumar: Pregnancy.

49 00:05:10.370 00:05:13.380 Greg Stoutenburg: Okay, so we’re gonna have a total of around…

50 00:05:13.510 00:05:20.300 Greg Stoutenburg: 25 tables or so, something like that. Yes. And, okay. And then from there.

51 00:05:21.060 00:05:25.760 Greg Stoutenburg: What’s the remaining work for, creating topics to fit?

52 00:05:29.500 00:05:37.769 Awaish Kumar: Oh… for… yeah, like, I… I think then topics will be around,

53 00:05:40.450 00:05:47.550 Awaish Kumar: each of the sorts… sorry, each of the fact tables is going to be a topic. So this is what I can… I can do, right?

54 00:05:48.300 00:05:48.860 Greg Stoutenburg: Okay.

55 00:05:49.010 00:05:49.450 Awaish Kumar: Possibly.

56 00:05:49.450 00:05:50.580 Greg Stoutenburg: Does that sound good to you?

57 00:05:51.870 00:06:11.119 Advait Nandakumar Menon: Yeah, so, essentially, what we’re doing here is, Greg, is we are… so, Caitlin has explicitly asked for just the DIM and fact tables, and they’ll take the dashboarding from there. So, we are giving them the DIM and fact tables, which is separate from the existing model, right? Avesh, that’s…

58 00:06:11.230 00:06:12.180 Advait Nandakumar Menon: Correct.

59 00:06:12.550 00:06:13.420 Advait Nandakumar Menon: Right?

60 00:06:13.570 00:06:23.649 Awaish Kumar: Yeah, yeah, so, this is, like, this is a dbt project, so from the dbt project, you can say, okay, we are coming up with

61 00:06:23.780 00:06:27.970 Awaish Kumar: kind of 2022 new…

62 00:06:28.110 00:06:42.660 Awaish Kumar: Yeah, 20 to 25 new tables, along with the few more topics, and then each individual fact table going to be a topic, because these two are not joinable. These two are not joinable.

63 00:06:42.790 00:06:58.490 Awaish Kumar: Okay. So, basically, what happens is that you can join, for example, this table with a DIMM customer, or, like, each individual fact table can be joined to a DIM table, and that’s all. So, we can say that, like, all the fact tables can be turned into topics.

64 00:06:58.680 00:06:59.450 Awaish Kumar: Okay.

65 00:06:59.450 00:07:01.550 Greg Stoutenburg: Okay, the fact tables can’t join together.

66 00:07:02.560 00:07:03.570 Awaish Kumar: Yeah, can’t join together.

67 00:07:03.570 00:07:04.890 Greg Stoutenburg: Okay. Why not?

68 00:07:05.610 00:07:06.870 Greg Stoutenburg: It’s because I said.

69 00:07:07.040 00:07:10.530 Awaish Kumar: different level of granularities, different kind of data. Okay.

70 00:07:11.070 00:07:12.809 Greg Stoutenburg: Okay, that’s fair.

71 00:07:12.960 00:07:21.179 Advait Nandakumar Menon: Yeah, so basically, we are creating a different data model for them to play around with, to build their dashboards, and we’ll be creating

72 00:07:21.210 00:07:30.870 Advait Nandakumar Menon: topics for these fact tables, add descriptions and AI context and all that, whatever is relevant for an omni-topic for these tables. So this model…

73 00:07:30.900 00:07:52.050 Advait Nandakumar Menon: will not have any connection with the existing model and dashboards, Greg, because the plan here is that to not do any rework, not to break the existing dashboards, not to break any of the existing models. So, whatever topics we have today, whatever tables and dashboards we have today in place, will not be touched with this change. This will be a net new model for them.

74 00:07:52.050 00:07:57.010 Advait Nandakumar Menon: to work with and create their own dashboards and basically learn Omni and I trade from there.

75 00:07:57.670 00:08:03.310 Greg Stoutenburg: Okay, got it. So the existing reporting that we’ve made for them will just stay in place.

76 00:08:03.520 00:08:05.939 Greg Stoutenburg: That’s the… that’s the thought? Yeah. Okay.

77 00:08:06.130 00:08:06.720 Greg Stoutenburg: Yes.

78 00:08:06.720 00:08:15.650 Advait Nandakumar Menon: So as part of that existing reporting is the change Avesh, Mustafa, and I are working on for the CS reporting and enablement, so that’s close to the finish line, just…

79 00:08:15.770 00:08:20.240 Advait Nandakumar Menon: Two more changes, and… I’m done with that, but all the other changes.

80 00:08:20.240 00:08:20.670 Awaish Kumar: device?

81 00:08:20.670 00:08:22.280 Advait Nandakumar Menon: We are not going to push through.

82 00:08:23.160 00:08:38.050 Awaish Kumar: Okay, okay, then, Greg, let’s divide into three things… three parts. One part is existing… all the existing dashboards are going to be, in the same way they are right now, and we are con… like, we are leaving the…

83 00:08:38.090 00:08:49.970 Awaish Kumar: the models, topics, as it is, so the current state remains as it is. Second thing, one of the dashboards, we actually adopted to have more granularity. So you can see, as a…

84 00:08:50.420 00:08:59.490 Awaish Kumar: Bonus is that we actually worked on one of the dashboards, which… for which we have granular models, granular topic, and a granular dashboard.

85 00:08:59.720 00:09:01.799 Greg Stoutenburg: And that’s the CS reporting and enablement?

86 00:09:01.800 00:09:02.350 Awaish Kumar: Yes.

87 00:09:02.350 00:09:02.820 Advait Nandakumar Menon: Yep.

88 00:09:02.820 00:09:04.830 Awaish Kumar: Third thing is, all the new

89 00:09:05.260 00:09:12.139 Awaish Kumar: For… for other dash… like, other, what you say, the mods, we are just building…

90 00:09:12.520 00:09:15.129 Awaish Kumar: DBD models, and the topics. So yeah.

91 00:09:15.340 00:09:18.529 Awaish Kumar: Yeah, there’s these three main deliverables.

92 00:09:27.360 00:09:29.749 Greg Stoutenburg: Okay, I’m just summarizing this.

93 00:09:42.390 00:09:53.779 Greg Stoutenburg: Okay. And why, why that approach rather than, editing the existing models that support the current dashboards?

94 00:09:54.160 00:10:05.449 Awaish Kumar: Yeah, that will break the dashboards. It will require reworking, re-dashboarding, so basically… and it will require a lot more time than 20 hours.

95 00:10:05.960 00:10:06.580 Greg Stoutenburg: Okay.

96 00:10:08.400 00:10:09.080 Greg Stoutenburg: bet.

97 00:10:19.620 00:10:33.889 Greg Stoutenburg: Okay, thanks. I think just to make sure, I’ll run that by Utam before I put it in the channel, just to… just so when he talks to Caitlin, he has that. Awesome. Thank you so much, guys. I think this was the update that I needed. Keep going with this plan.

98 00:10:34.020 00:10:45.749 Greg Stoutenburg: And, yeah, I think, I think that’ll be it for now. And then, as you’re going, continue working on documentation. So, like, I bet, there’s that ticket for you for, for building documentation on Omni.

99 00:10:46.170 00:11:00.919 Greg Stoutenburg: And specifically, you know, the topics and models that they have. And then one for Demi, similarly for dbt. So let’s just keep going with this plan. I’ll see if Caitlin has any feedback via UTAM, and yeah, then I think we’re in good shape.

100 00:11:01.980 00:11:09.309 Advait Nandakumar Menon: Yep, for the Omni documentation, so that, so since we have two different models now, are we creating, like.

101 00:11:09.610 00:11:11.410 Advait Nandakumar Menon: Two different documents, then?

102 00:11:11.870 00:11:27.010 Greg Stoutenburg: Yeah, I mean, I think you could just have… I think you could have a single document that provides some of the links for how to do things in Omni that you’ve already shared, like, you know, Omnibasics, the thing that’s like the dbt connector with Omni that shows someone how to

103 00:11:27.010 00:11:42.060 Greg Stoutenburg: You know, make changes in dbt, push them to Omni, make changes in Omni, push them to dbt, you know, that revise-as-you-go model, or whatever they call it. And then documentation that’s specifically on their tables and their topics.

104 00:11:42.060 00:11:48.380 Greg Stoutenburg: And where they show up. And I bet… I bet Cursor could pull together, you know, 85% of that.

105 00:11:49.350 00:11:51.199 Advait Nandakumar Menon: Yep, yep, so… Yeah.

106 00:11:51.570 00:11:55.809 Advait Nandakumar Menon: Their tables and their models and whatever will be, like, two different now, because we.

107 00:11:55.810 00:11:56.210 Greg Stoutenburg: Yeah.

108 00:11:56.210 00:11:58.340 Advait Nandakumar Menon: net news. Yeah. Yeah.

109 00:11:58.340 00:12:14.259 Greg Stoutenburg: Yeah, I would… I think I would arrange it something like, you know, three sections. One is just, like, that general overview type stuff I just mentioned, and then the second section is, like, your existing dashboards and topics and models, and then a third section is, like, you know, your new topics and models.

110 00:12:15.840 00:12:34.319 Greg Stoutenburg: Yeah. Yeah, and I asked her specifically, like, what exact documentation do you want here? And they didn’t really say. Basically, the whole point has to just be that we can give them something, so it’s like, alright, here are the keys to your data systems, and here are the instructions for using them, and you now have everything that you need to know to handle this stuff.

111 00:12:34.970 00:12:36.189 Greg Stoutenburg: If that way of putting it helps.

112 00:12:36.190 00:12:36.720 Advait Nandakumar Menon: Yep.

113 00:12:37.590 00:12:38.700 Advait Nandakumar Menon: Makes sense.

114 00:12:38.700 00:12:42.030 Greg Stoutenburg: Cool. Alright. Any last things from you, Awish?

115 00:12:43.910 00:12:47.319 Awaish Kumar: No, I… for this documentation part, actually, I…

116 00:12:47.570 00:12:52.379 Awaish Kumar: I don’t know, like, we have some memos available for Element.

117 00:12:52.520 00:12:55.310 Awaish Kumar: That’s… that’s kind of a…

118 00:12:55.670 00:13:00.639 Awaish Kumar: Piece of a document where we put a lot of time and energy, including me, with,

119 00:13:00.920 00:13:06.409 Awaish Kumar: And Shivani. So, might be useful if you want to follow the formatting or anything.

120 00:13:06.750 00:13:10.840 Greg Stoutenburg: Great idea. Yeah, Advait, actually, Awash, could you point Avait toward that?

121 00:13:11.230 00:13:11.870 Awaish Kumar: Yeah.

122 00:13:12.270 00:13:12.970 Awaish Kumar: Yeah, exactly.

123 00:13:12.970 00:13:13.770 Advait Nandakumar Menon: never may have.

124 00:13:13.940 00:13:28.569 Greg Stoutenburg: And, tag Jasmine as well, because actually this just came up this morning, that, that Utam didn’t know that she was doing work for Default, and I was like, the only thing that I asked her to do for default update was to sort of, like, give some guidance on this documentation piece that we’re talking about right now, so let’s keep.

125 00:13:28.570 00:13:29.150 Advait Nandakumar Menon: Oh.

126 00:13:29.600 00:13:30.240 Greg Stoutenburg: Yeah.

127 00:13:30.240 00:13:31.359 Advait Nandakumar Menon: Okay. Okay.

128 00:13:31.360 00:13:32.690 Greg Stoutenburg: Oh, that’s the one there, I wish?

129 00:13:33.110 00:13:35.460 Awaish Kumar: Yeah, this drive has all the… Okay.

130 00:13:35.810 00:13:36.400 Greg Stoutenburg: Cool.

131 00:13:37.460 00:13:38.480 Greg Stoutenburg: Awesome.

132 00:13:39.370 00:13:41.170 Greg Stoutenburg: Alright, I think that’s it for now, then.

133 00:13:41.690 00:13:42.370 Awaish Kumar: Okay, thank you.

134 00:13:42.370 00:13:42.940 Advait Nandakumar Menon: Yep.

135 00:13:42.940 00:13:43.499 Greg Stoutenburg: Alright, thanks guys.

136 00:13:43.500 00:13:44.349 Advait Nandakumar Menon: Thank you, guys.