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On - Workshop Planning (Giannis/Lucia) - 2026-02-05

Metadata

  • Date: 2026-02-05
  • Company: On
  • Attendees: Lucia Galan.caceres, Giannis
  • Type: Customer Call
  • Source: Notion Customer Success Meetings

Summary

Workshop Planning for On Running Team

  • Focus on improving forecast accuracy through better platform engagement
  • Approach: start with current pain points before discussing Palm solutions
  • First 10 minutes: what frustrates team and takes too much time in Excel?
  • Then identify why Palm isn't being used for these tasks
  • Address missing features vs usability issues
  • Include problems outside current Palm capabilities — generate ideas for broader treasury automation
  • Duration: 2 hours scheduled for February 25th afternoon
  • Attendees: Lucia's team + Rodrigo (innovation/automation focus for 2026)

Presentation Structure & Approach

  • Combined presentation with Federico: 30-45 minutes total (15 min core slides + discussion)
  • Include both successes and areas needing improvement — transparent about what hasn't worked well
  • Additional attendees: Simone and Art (forecasting experts) joining online
  • Paul joining: project manager, AI/ML enthusiast, very technical but business-oriented

Team Usage Patterns at On Running

  • Each team member works on different platform areas (Julia focuses on transaction categories)
  • Goal: embed Palm into standard operating procedures, move beyond ad-hoc reporting to daily operations
  • Need to understand why certain processes stay outside platform (too complex vs missing features)

Next Steps

  • Giannis: Prepare presentation ideas, coordinate with Federico on timing
  • Lucia: Block 2-hour workshop slot for Feb 25th afternoon, inform team
  • Tuesday call to align on presentation structure and first draft

Synced from Notion: https://www.notion.so/2fec47335ffb812ba68acc8040577ee3