# Quantuvos

## 8/22/2022

### Main People

- Asia (Joanna)
  - Chris Burns
  - Technical - Chris Campbell & Developer
  - Content/Admin - Asia Jarosz
  - Design - Chris' team
  -

Chris Burns is a fractional CEO and will be leaving Quantuvos at the end of the month
Folks are sick (Lukemia) in NJ and he can't manage both
Launching quickly is not realistic, moved back to November

*Financial Situation:*

- Certain old accounts recievable and not paying
- Don't have cash to pay the bill right now for Northpass
- Lots of small issues in paying, banks not paying, clients not paying either
- Were selling 250/month up until a month ago, now sales are not happening.
- Chris asked for longer flexibility - Travis asked how much?
- Gregg said November, Chris says ASAP, or change to a monthly payment.

### Tasks

- [X] Create Implementation Plan
- [X] End of August Launch
- [X] Help Asia create course
- [X] Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week)
- [X] SSO - Reach out to Chris ASAP
- [X] Provide Burns with a deck on competitive analysis of why NP is superior
- [X] Instructor page demo
- [X] Create categories for each OS List

Asia off week of August 28th

### Notes from Kick off

See Nick's implementation Plan
Hold onto deadlines and connect people to the right others
Content is a huge chunk of what needs to be done
Wants to understand the roles and needs, hours needed
Needs help understanding the structure of content etc
Something about buckets being empty and fish being found
OpenSesame
Chris' team uses Figma pretty heavily
Launch is August 29th (week of)
Vegas Conference - 1st week of September - September 13th

## 08/25/2022

### Meeting with Chris Campbell

Full embed Ideally
Either via API or embed
Open either way to the various options
DONE: Requested an overview deck
DONE: Has reviewed Developer Docs
Quantuvos app, video session and can join to take it

- SSO Auth0 -
They need to provide us with designs and he will reference other apps that have and he has been built
Wants to align nomenclature and definitions between our company and theirs
For Quantuvos, a program is a coaching application
They work with company A, and they want all mid-level managers to be upper level by theend of the year
Then 3 groups - IT, sales, and HR managers, those are each different programs and should have access to different types of content in Northpass
DONE: Create a draw.io diagram for their programs and how it would map to groups.

Will they piece meal or full embed?
Full embed out of the gate and then add elements later on
API to show assignments or courses based on the learner in their app
"Customer Admin" = A quantuvos rep that manages their program
Can a manager access the media library? How do they "edit" courses?
How about limited access to media library stuff?

What are coaches responsibility?
Is a 1:1 assignment? There are no rules, 1 coach to many
And multiple coaches to multiple clients
Sounds like they are similar to CSM
And 2 coaches on 5 clients who are managing the same account but their subsets will be different.

### Where is content?

Categories are set in stone
Lists are curated in those categories
From their own coaches - Proprietary Content
The rest comes from Experts - experts in certain fields (time management, podcasts, have published a book, etc)

## 09/05/2022

### Meeting with Group + CEO

- one group per customer
  - A program is a subset within a customer
  - Subscribers are the whole group
- all courses for that customer will be in that group

- There are also "subscribers" and "coachees"
- Center for Coaching Effectiveness (CCE) Content
- Can we share a specific activity and have the learner go straight there?
- Course per coach? Or Course per topic?
- Can Auth0 use Groups? Why not?

- Asia and Sources of Content -
  - Right after coaching session, coach wants to send their own content to the client
  - But send it within Network-Q
  - 1st marker for sending content - coaching path and client sends survey and what they want to be coached on
  - 2nd marker

## 01/26/2023

### Asia, concerns with account

Claims that things are taking a long time or responses are very slow.
Gregg is making this claim, but he hasn't communicated with us at all.
There seems to be some miscommunication - is Chris in charge of design or Northpass?
What is left for launch? They need to communicate with us when things need to be changed.

Question about freelancer inquiry:

- Asia is trying to understand everyone's point of view.
- Imagine everyone is expecting something to be done. But it's not done yet.
- To speed things up and get it done, they might want to use a freelancer who is a little more "connected" to them.
- This goes into the original need for the meeting - Quantuvos feeling that we're not replying actively enough or getting their stuff done.

## 08/09/2023

Gregg Concerns:

- Resource allocation
- Is Quantuvos their ICP? How do they fit into the mold of Gainsight?
- Struggle with incomplete follow through - requested changes don't get fully done
- Concerns over changes with service and support
