On - Daily Standup - 2026-01-07¶

Metadata¶

Date: 2026-01-07
Company: On
External Participants: Amanda Mitt, Yulia Ershova, Federico Morando
Palm Participants: Gurjit Pannu, Christian Sobkowski, Jennifer, Giannis
Type: Customer Call
Source: Notion Customer Success Meetings

Summary¶

Context¶

First standup of 2026 following successful January 1st functional currency changeover. Focus on forecast integration issues and mass categorization project.

Key Discussion Points¶

Company code changeover (functional currency change) completed successfully January 1st
Forecast integration issue: Kyriba forecast broken for ON AG and ON CH entities due to bank account codes
Systems team updating account codes (will take 2-3 weeks)
Mass categorization project moving to implementation phase

Pain Points¶

Kyriba forecast temporarily broken due to integration using old bank account codes
Self-serve dashboard date selection complexity with balance calculations

Feature Requests & Needs¶

Ability to duplicate/move dashboards between reports
Clone functionality for dashboards

Wins¶

Most currency transitions seamless
AI learning preservation: All previous categorization training transfers to new category structure

Action Items¶

[ ] Categories live today, complete recategorization by end of next week
[ ] Data integration planning meeting with On data/tech team
[ ] Deep-dive feedback session with Emma on self-serve dashboards

Synced from Notion: https://www.notion.so/2e1c47335ffb81028656e602c3f88e4d