On - Daily Standup - 2025-12-17

Metadata

• Date: 2025-12-17
• Company: On
• External Participants: Lucia Galan Caceres, Rodrigo Cabrera, Amanda Mitt, Yulia Ershova, Federico Morando
• Palm Participants: Gurjit Pannu, Christian Sobkowski, Emma, Jennifer, Giannis
• Type: Customer Call
• Source: Notion Customer Success Meetings

Summary

Context

Year-end review presentation delivered by Jennifer, showcasing Palm's product evolution over 2025 and celebrating the partnership with On Running.

Key Discussion Points

• Comprehensive 2025 product evolution timeline presented
• Major launches: Live data feeds (Jan), Web interface (Mar), Cash pools (May), Smart recategorization (Aug), Forecasting V2 (Nov)
• Partnership origin story shared - LinkedIn post led to initial contact
• Category refinement discussion - consolidating sales from 4 categories to 1

Wins & Positive Feedback

• On Running called "best customer" for support and transparency
• Partnership accelerated product development and company trajectory
• Mutual commitment to continued close collaboration in 2026

Feature Requests & Needs

• Historical forecast version comparison capability
• Q4 baseline with previous version filtering options
• Heat map visualization for forecast performance measurement

Most Loved Features (by team member)

• Amanda: Dashboards for daily insights
• Rodrigo: Self-serve dashboard capability reducing support requests
• Federico: Payment categorization for spend visibility and anomaly detection
• Lucia: Cash balance home page as primary daily login destination

2026 Priorities

• Investment solution for team confidence and reporting integration
• Enhanced forecast reliability and variance analysis
• Expanded self-serve capabilities

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Synced from Notion: https://www.notion.so/2ccc47335ffb81e794dce136fc713e2c