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Levi's - Demo - 2025-12-10

Metadata

  • Date: 2025-12-10
  • Company: Levi's
  • Attendees: Khuxoll, Dlazo, Gurjit
  • Type: Lead Call
  • Source: Notion Customer Success Meetings

Summary

Context

Initial demo session with Levi's treasury team to understand their forecasting challenges and demonstrate Palm's capabilities.

Key Discussion Points

  • 95% reporting into Kyriba (up from 90%), improving as they move to SAP S/4HANA
  • Transaction tagging/budget codes takes significant time
  • Building internal forecasting dashboard for US
  • International forecasting described as "whole new ballgame"

Pain Points

  • Challenges with Europe transaction tagging after multiple attempts
  • International model still challenging
  • Kyriba forecasting model described as "awful" - not using it
  • Skeptical current dashboard can handle international complexity

Platform Capabilities Demonstrated

  • Bottoms-up forecasting for every category in every bank account
  • ML models automatically select best approach per account/category
  • Dynamic transaction search and filtering
  • Real-time variance analysis between forecast vs actuals
  • Input flexibility: APIs, SFTP, email attachments without templatization

Next Steps

  • Follow-up meeting scheduled for next week (1 hour, 7am PST)
  • Focus on detailed forecasting methodology
  • Kevin to explain Levi's current approach and future plans
  • Include Palm team member for technical deep-dive

Synced from Notion: https://www.notion.so/2c5c47335ffb81df9fdbfd140538c71f