Digital Realty - Post Demo Next Steps - 2025-12-08

Metadata

• Date: 2025-12-08
• Company: Digital Realty Trust Inc
• Attendees: Alex, Dmurtagh, Khimp, Juppal, Christian
• Type: Lead Call
• Source: Notion Customer Success Meetings

Summary

Context

Follow-up meeting to define requirements and timeline for EMEA team POC after successful custom demo.

Key Discussion Points

• Core requirements for EMEA team POC defined:
• Accurate current cash positions by pool + consolidated view
• Weekly forecasts with pool selection/filtering capabilities
• Variance analysis across time horizons
• PDF/Excel downloads + meaningful charts
• Most requirements deliverable by end January 2026
• Revolver credit facility tracking nice-to-have (single tranche borrowing in EMEA)

Pain Points

• Mike (SVP Treasury, San Francisco) expects "out of the box" ready solution
• Current data accuracy issues from Kyriba need resolving
• Need automated current balances without waiting for regional reports

Feature Requests & Needs

• Single location for multi-region cash forecasts
• Visibility into construction/development cash needs 2-3 months ahead
• Show available headroom when approaching cash shortfalls
• Palm commits to deliver credit facility tracking within 3 months of go-live

Deal Signals

• Tim meeting with Mike this week to update on Palm progress
• Demo timeline: January/early February 2026
• Dry runs with EMEA team first, then 30-minute demo with Q&A for Mike
• Mike will ask about other enterprise clients using Palm

Next Steps

• Alex arranging data fix session with Andy
• Bi-weekly 30-minute progress reviews until January
• Jazz leading requirements detail (manual Excel replication)
• Goal: Action plan in place for 2026

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Synced from Notion: https://www.notion.so/2c5c47335ffb819fa401cee5a48079f1