Linear Template: Omni Zero-to-One (Net-New BI)
Purpose: Starter epics and tickets for Omni zero-to-one engagements. Copy this into the client’s Linear project at kickoff. Canonical Linear project name:
Data — Omni Zero-to-One (Canonical)Service line: Data Last updated: 2026-03-10
How to Use
- In Linear, open (or create) the client’s project:
[Client Name] Omni Zero-to-One - Set the Initiative to
Data - Create Milestones matching the phases below (Phase 0, Phase 1, Phase 2)
- Copy each Epic and its Issues into the project
- Assign DRIs, set due dates, and adjust scope for this engagement
Project Setup
Linear project name: [Client] Omni Zero-to-One
Initiative: Data
Team: Delivery / Data
Labels: omni, data, phase-0, phase-1, phase-2
Milestone: Phase 0 — Foundation
Connect Omni to warehouse; lock pilot domain; set up Omni CLI sync and branch. Expected duration: 1–2 weeks.
Epic: Omni Foundation
Connect Omni to warehouse; lock pilot domain and sources; set up Omni CLI sync and working branch.
- Connect Omni to warehouse (credentials, schema restriction if needed, RBAC)
- Lock pilot domain and source tables/views
- Set up Omni CLI sync and create working branch
-
[OPTIONAL]Download and organize Tableau workbooks for Cursor (per dashboard/domain)
Phase 0 milestone deliverable: Omni connected; pilot scope confirmed; CLI sync running
Milestone: Phase 1 — PoC
Build first Topics and 1–2 dashboards; enable Blobby; validate. Expected duration: 2–3 weeks.
Epic: Omni PoC
First Topics, dashboards, Blobby enablement, and business validation.
- Create initial Topics (base views, default filters, descriptions)
- Build first 1–2 dashboards (use Cursor + Blobby when migrating from Tableau)
- Enable Blobby and document for users
- Validate with business owner (gate before Phase 2)
Phase 1 milestone deliverable: Working pilot + stakeholder validation sign-off
Milestone: Phase 2 — Accelerator / Handoff
Expand domains; permissions and training; handoff and merge to main. Expected duration: 2–3 weeks.
Epic: Omni Accelerator
Expand domains; permissions; training; handoff and merge to main.
- Expand domains / add Topics
- Set permissions and training for client team
- Handoff and merge to main
- Internal retro — update implementation-plan.md and sop.md with learnings
Phase 2 milestone deliverable: Full handoff + trained client team + sign-off
Issue Labels Reference
| Label | When to use |
|---|---|
phase-0 | Issues in Phase 0 |
phase-1 | Issues in Phase 1 |
phase-2 | Issues in Phase 2 |
client-dependency | Blocked on client action |
internal | Internal Brainforge task |
optional | Add-on — include only if in scope |
gate | Must complete before next phase |
Links
- Offer (pitch): offer.md
- SOP (delivery): sop.md
- Implementation plan: implementation-plan.md
- Playbook: standards/03-knowledge/engineering/workflows/omni-zero-to-one-implementation.md