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HelloFresh - Demo - 2025-11-10

Metadata

  • Date: 2025-11-10
  • Company: HelloFresh
  • Attendees: Felix Luber, Juliana Villegas, Rodel, Gurjit
  • Type: Lead Call
  • Source: Notion Customer Success Meetings

Summary

Context

Demo session with HelloFresh following the intro call. Focused on platform capabilities and technical integration.

Key Discussion Points

  • Palm positioned as intelligent forecasting tool sitting on top of TMS (Kyriba)
  • GCP-hosted, GDPR compliant, data stays within Europe
  • Managing ~$100M in operating balances across global entities
  • Looking to reduce balances for share buybacks/investments

Pain Points

  • Currently using Kyriba with manual Google Sheets forecasting
  • 4-week forecast horizon, performance issues with current setup
  • Critical need for AP data integration for accurate short-term forecasting
  • Revenue forecasting handled by business analysts, cost-side forecasting is main pain point

Feature Requests & Needs

  • API connectivity for all systems (Kyriba, Oracle Fusion, Adaptive with Workday)
  • Batch payment unbundling (e.g., €10M bulk AP payment split by budget codes)
  • Cash pooling and multi-currency reporting (Euro consolidation across entities)
  • Historical accuracy tracking with trending analysis across forecast horizons
  • Confidence intervals/corridors around forecasts
  • Scenario planning and repatriation features

Domain Insights

  • Kyriba budget codes can be consumed and compared with Palm categories
  • UK entity Euro accounts separate from GBP accounts
  • Dutch headquarters managing worldwide cash flows
  • Language barriers and local regulation complexity

Commercial Discussion

  • Felix indicated €10-15K annual budget range
  • New CFO (treasury-focused) demanding quick visibility improvements
  • Concerns about future pricing after initial contract
  • Suggested €15-20K range with 6-month opt-out clause and ROI typically achieved within 3 months

Next Steps

  • Gurjit: Prepare formal commercial proposal
  • Felix: Internal discussion with Manuel and Mark
  • Technical data integration planning upon contract agreement

Synced from Notion: https://www.notion.so/2aac47335ffb812a8947c8f817e55dfa