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2d ago
Sarah Reynolds
sarah@acme.com
Good morning, Sarah
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Meeting
Sarah
Thanks for making time. What's driving the need for an outside partner right now?
John
We've been trying to build our data infrastructure internally for six months and the board wants a migration plan by end of Q2.
Sarah
What does the current stack look like?
John
Legacy Oracle, and most of the team wants Snowflake but compliance is pushing back on data residency.
Sarah
That's common. Is your compliance team open to a workshop?
John
I think so, they just need to understand the guardrails before they'll sign off.
Sarah
Great — I'll include that in the scoping proposal. We can usually turn that around in a couple weeks.
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Meeting Essentials
Summary
Sarah and John discussed Meridian Capital's data infrastructure migration from Oracle to Snowflake. The project is board-mandated with a Q2 deadline. Budget is $120K total with ~$75K allocated for consulting. Key blocker is compliance sign-off on data residency. Sarah to deliver scoping proposal by Friday.
Suggested Actions
- Deliver scoping proposal to John by Friday (Sarah)
- Schedule compliance workshop with Meridian's legal team (Sarah)
- Prepare executive summary for Dana Kim, CTO (Sarah)
- Share proposal with Raj and Dana for internal alignment (John)
Key Decisions
- Snowflake confirmed as migration target — compliance is the remaining blocker
- Consulting budget scoped at ~$75K separate from vendor licensing
- Two-phase engagement: scoping first, then execution support
Follow-ups
- Confirm whether Q2 board deadline has any flexibility
- Introduce compliance lead to John's team for workshop planning
- Send Ashford Group case study as a reference for similar migration
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