On - Daily Standup - 2025-12-09¶

Metadata¶

Date: 2025-12-09
Company: On
External Participants: Rodrigo Cabrera (Treasury), Amanda Mitt (Treasury Analyst), Federico Morando (Treasury)
Palm Participants: Gurjit Pannu, Emma, Jennifer, Giannis
Type: Customer Call
Domain Areas: Self-serve dashboards, Investment tracking, Data integration
Source: Notion Customer Success Meetings

Summary¶

Context¶

Daily standup with On Running's treasury team demonstrating new self-serve dashboard functionality and discussing year-end priorities.

Key Discussion Points¶

New self-serve dashboard functionality demonstrated
Build custom charts/components with grouped bar charts, pivot tables, KPIs
Pre-configured filters at top level (entity, account segments)
Dashboard sharing capabilities confirmed - all team members can view
Individual dashboards possible (Amanda dashboard, Rodrigo dashboard)
PDF export and email sharing functionality coming in next few weeks

Pain Points¶

Backend provider issues caused charts to disappear during demo
BigQuery access delayed until January due to team capacity constraints
Investment data integration priority for year-end (currently looks like cash doubled overnight)

Feature Requests & Needs¶

Full cash balance view including investments
Minimum cash logic implementation for Q1 regional work
Component export options (PNG downloads for slide decks)

Domain Insights¶

System Updates: - Company code migration completed Friday - Functional currency migration finished 2 weeks prior - Ready to deploy before year-end - Daily CSV exports available as interim solution until BigQuery ready - Historical investment data available in Kyriba from December 31, 2024

Action Items¶

[ ] Top priority: Investment solution for total cash balance visibility
[ ] Secondary: Minimum cash logic implementation
[ ] Year-end wrap session planned to showcase Q4 achievements
[ ] Variance analysis dashboard ready for publication

Synced from Notion: https://www.notion.so/2c4c47335ffb812c8df1ec53f734bc6e