01-projects/phdata

Kwik Trip engagement — stakeholder map + priorities (founder's handwritten notes, digitized)

2026-07-17·engagement-notes·status: captured — founder said no action needed right now·source: founder handwritten notes (photo) + iMessage context, 2026-07-17 ~11:18 ET
phdatakwik-tripstakeholderssprocketengagement

Kwik Trip engagement — stakeholders + priorities

Digitized from the founder's handwritten notes (original photo preserved at [[assets/2026-07-17-kwik-trip-handwritten-notes.jpg]]; paper discarded after capture). Founder's iMessage context merged in. Founder directive: capture only, no action required right now.

KT key people

Person Role Notes
Tom Former CTO 2-3 days/week; was serving as TEMPORARY stakeholder bridging to the new hire
Victor VP of Enablement No longer there
Lalan Kanade (was "Allay" ⚠️) Director of IT Data Services (21 reports) THE MAIN STAKEHOLDER going forward. RESOLVED 2026-08-04: "Allay (spelling?)" = Lalan Kanade, confirmed via KT org chart during the Aug onsite prep. Handwritten "VP of Enablement" title was wrong — actual title Director of IT Data Services, chain: Bruce Bingham (VP IT) → Chris Halverson (Sr Dir IT) → Lalan. Owns Databricks; data analysts (Sigma → PBI) and reporting team (Jason Dirnbauer, via mgr Bryce Reynolds) sit under him.
Jean Project Manager
David Stratton HR / Training / Recruiting
Tyler IC — Power Platform Admin

Priorities

  1. Deploying the [[2026-07-31-sprocket-document-pipeline-tool-selection|Sprocket agent]] = top priority. This is where Azure AI Search gets layered on to help with retrieval from the instruction manuals. Sprocket's users are REMOTE workers, not deskless (founder correction 2026-07-17): they access the agent through Teams on their phones — so they have MSFT identities and the standard Teams distribution path applies.
  2. "Deskless employees" problem — separate thread, NOT Sprocket: no email, no MSFT ID → how to deploy agents to these colleagues? Open question for later agents in the portfolio. (Existing analysis: [[2026-07-13-kwik-trip-deskless-agent-distribution]].)

Tom's asks

The goal (3 months)

Sprocket fully deployed + 6 additional agents developed. (Handwritten as "Sprocket Deployed + 6 MVPs.")

Open items (parked, not actioned per founder)

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