Digital Realty - Custom Demo Catch Up - 2025-11-14¶
Metadata¶
- Date: 2025-11-14
- Company: Digital Realty Trust Inc
- External Participants: Declan Murtagh (Treasury)
- Palm Participants: Alex, Giannis
- Type: Lead Call
- Domain Areas: Cash pooling, Cash forecasting, Demos
- Source: Notion Customer Success Meetings
Summary¶
Context¶
Pre-demo preparation call with Digital Realty EMEA team to finalize demo requirements and attendee details for upcoming presentation.
Key Discussion Points¶
- Next week's demo attendees confirmed:
- Digital Realty EMEA: Declan, Jas, Khim (treasury managers)
- US team: Kevin, Minnie, Andy (treasury managers)
- Pre-demo strategy: Gurjit meeting Minnie before demo for context
- Focus on global consolidated forecast capability
- US setup simpler: fewer banks, one main payables account, no notional pooling
Pain Points¶
- Missing balance data and starting balances
- Need Kyriba export for notional pools structure
- Demo simplifications needed - consolidated 40+ entities into single view
- Mock data used for balances where actual unavailable
Feature Requests & Needs¶
- Cash pool configuration critical for demo
- 5 notional pools: Citibank (EUR, GBP), BMO (USD)
- Dropdown filtering by cash pool vs individual accounts
- Country/currency/entity level views required
Deal Signals¶
- Positive engagement from both EMEA and US teams
- Demo contingent on Wednesday approval
- Avoiding Thanksgiving week if pushed
Action Items¶
- [ ] Monday 11am: Jas walkthrough of manual forecasting process
- [ ] Wednesday: Internal demo review before US team presentation
- [ ] Verify pool/non-pool filtering works correctly
- [ ] Test country/currency switching functionality
Synced from Notion: https://www.notion.so/2abc47335ffb8145b374e70e9b9b4efd