DTB Hub — Lane Reference

Active Workstreams

Backlog reporting views (replacing legacy SPs with Fabric views)
HR / People analytics: sm_people semantic model, ADP integration
Financial reporting: P&L matrix, CPA datasets in Direct Lake
Associate utilization (Direct Lake)
Report migration: ~36 legacy reports via Python .pbip remapping
Billings report finalize (Hannah/Richard)
PM Hub + PM Academy (Power BI report this week)
CM reports integration into enterprise model (end of May)
Power user / super user reconnect webinar (May 12)
Stage 0 backlog discrepancy (Lee + Emily)
Claude Enterprise governance framework

Recurring Meetings

Tue 9:30am — DA Weekly Team Meeting
M/W/F 1pm — RS&H Fabric Working Session
Thu (alt.) — Bi-weekly Fabric Update
Wed 3pm — Daunte/Juby 1:1
Fri 4pm — DA & Fabric Weekly Recap

Tools

Power BI MS Fabric Azure DevOps Outlook Teams SharePoint

Local paths

Work/CLAUDE.md
Work/context/memory.md

Architecture (Medallion)

Bronze (raw) → Silver (passthrough Delta) → Stage Views → Semantic Model (Direct Lake)

Recent migrations

DA0012 Backlog Migration
Billings Report Migration
NXT Gen Training Summary Migration
T&I App Matrix + Service Group Key
Active Projects Report (vw_active_projects)

Hard Rules

Stage views from lh__bronze.stage.vw_* only
Always use sp_InsertConfig for loader inserts
Verify CTE column names before deploying views
SQL: uppercase keywords, lowercase aliases, CTEs over subqueries
NEVER use PBI Desktop "Get Data" on Direct Lake SMs
Core hours: M-F 8:30am-4:30pm

Service Packages

Launch Pad — $1.5K-$2K, 2-3 wks, pre-revenue to $150K
Operator System — $4.5K, 4-6 wks, $250K-$2M (primary)
Scale System — $10K-$15K, 8-12 wks, $1.5M-$5M

Team

Daunte Benjamin — Co-Owner, Data & Operations
Kenny Hawkins — Co-Owner, BD & Client Growth
Eli Fisher — Co-Owner, Design, Sales & CX

Sprint cadence

Mon 8am standup → Wed mid-sprint → Sat sprint review. WIP cap: 2 per person.

Active Clients

Client	Phase	Status
Financial Acuity	Closeout	Past-due
SEEDFOLKids	Branding done; logo pending	Active
Lois Marketing	Operator MS1-3	Active
Wedelia Wellness	Engagement context	Review
Halo Commons / HACO	Pathways Kickoff	Kickoff
Xtremely Clean	Initiation	Not Started

Tools

Monday: Ops Monday: Delivery HubSpot GitHub Webflow Canva QuickBooks Metricool

Active Initiatives

BPP Internal Home Hub
Design MCPs install + UI/UX Pro Max skill
Recategorize QB income by package tier
HubSpot pipeline rebuild + automations
Standardize onboarding + closeout decks
Website rollout (social media scope)
Audit software subscriptions (target <40% of expenses)
QuickBooks API integration
YouTube channel transfer to Brand Account
Long-form newsletter strategy

Workspace

BPP deliverable work lives in OneDrive separately. Do NOT modify from this lane.

OneDrive - Business Plans Plus\BPP Operations\BPP Workspace\

Hours

Primary: evenings 6pm+ & weekends. Flex: pre-RS&H mornings or RS&H lunch. Mon 8am standup is the standing exception.

DTBenjamin Brand

Piano / jazz practice
Photography
Content creation
Personal brand on social channels

Piano structure

Ear training → technique → repertoire. Recital response was strong — keep momentum.

Ventures

Generational Wealth Project — w/ Derrick. $1M real estate north star, flip-first, Tampa Bay.
Financial Acuity — w/ Andrew Ware and Derrick.
Unbound — fitness brand, in development.

Wellness Schedule

Mon — Lower Strength + Power
Tue — Upper Strength + Power
Wed — Yoga + Zone 2 Conditioning
Thu — Athletic Lower (unilateral)
Fri — Upper Hypertrophy
Sat — Cardio / sport
Sun — Rest / mobility

Home gym primary. Bands everywhere. No carries.

Key People

Derrick — Generational Wealth, Financial Acuity
Andrew Ware — Financial Acuity
KJ — cousin, video editor

Tools

Todoist Notion Drive Calendar

Calendar Setup

13 Google Calendars total. Timezone: America/New_York.

RS&H — Work Schedule, RS&H import
BPP — BPP import
Personal — primary, Wellness, Fitunbound, MBA, Todoist x2
Excluded — theyardrunners@gmail.com

Planning Skills

_claude/skills/

command-center.md — cross-domain planning
board-of-one.md — strategic coaching
morning-brief.md — 6am Mon-Sat
eod-workday.md — 5pm Mon-Fri RS&H
eod-evening.md — 10pm Mon-Sat full-day
weekly-prep.md — Sun 7am
weekly-review.md — Fri 5pm

Domain Context

_claude/context/

domains.md — cross-domain reference
board-of-one.md — coaching state
non-negotiables.md — daily must-do's
piano.md — piano repertoire + lesson focus

Build Pipeline

After a new brief is generated:

python "C:\Users\dtben\My Drive\update_brief_html.py"

Source files

_hub/template.html — hub template
update_brief_html.py — build script
_planning/daily/*.md — brief content
index.html — generated hub
finance.html — finance dashboard
lanes.html — this page