On - Daily Standup - 2025-12-02

Metadata

• Date: 2025-12-02
• Company: On
• External Participants: Lucia Galan Caceres, Rodrigo Cabrera, Amanda Mitt, Federico Morando
• Palm Participants: Gurjit Pannu, Emma, Jennifer, Giannis
• Type: Customer Call
• Source: Notion Customer Success Meetings

Summary

Context

Regular daily standup with On Running treasury team focusing on functional currency migration progress and bulk file upload capabilities.

Key Discussion Points

• Functional currency migration to USD progressing rapidly, potentially complete by end of day
• Bulk file upload demo: drag-and-drop Excel/CSV with auto-recognition
• BigQuery integration needed for multi-category bulk uploads from ERP
• New investment dashboard built, awaiting On team feedback

Pain Points

• Manual formatting still required for some data sources
• Tax team fills payment dates manually, causing parsing issues
• CSV format doesn't support sheet selection (Excel recommended)
• BigQuery access still pending from On's data team

Feature Requests & Needs

• Multi-category bulk uploads via BigQuery integration
• Investment dashboard personalization
• Variance analysis methodology collaboration

Action Items

• [ ] BigQuery access timeline - target mid-December
• [ ] Variance analysis methodology session with Rodrigo
• [ ] Investment dashboard personalization session

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Synced from Notion: https://www.notion.so/2bdc47335ffb81c08d58fad5cfe90173