Gainsight/CustomerNotes/DoubleVerify/DoubleVerify.md

# DoubleVerify

## 07/01/2022

### Data requests

- google sheets formula to add True/False to a cell if previous cell has a DV email or not - =IF(REGEXMATCH(B4, "@doubleverify"), True, False)
- Request from Rachel for Custom Report via Looker
·       Date Range: Last 30 Days
    ·       Learner Name
·       Learner Email (please exclude anyone with an @doubleverify.com email address – looking for non-DV team members only)
    ·       Course Progress
    ·       Course Name

## 7/14/2022

### Demo with Mark Protus

Integration with LI Learning
Wants to stay within LMS and consume LinkedIn Learning content
Build learning paths using linked in cirricula and them make them availble within Northpass
Utilize BBHR integration
COmpliance training would be via LinkedIn Learning and Traliant
Know4 bet

## 7/18/2022

### Meeting with Mark Protus, New SVP of L&D

Questions about usability
Do we have a common database or individual databases per customer?
    - common

Thinks the user experience isnt the best, espeically as it relates to SCORM
Conflicting table of contents with SCORM files
Both have Continue buttons at the bottom of the screen which is confusing
They refuse to put in milestones for some reason

- [X] How can we provide the smoothest SCORM format and experience?
- [X] Send him best practices for SCORM files

Shot down my questions about what HIS ideal SCORM experience is.
What settings need to be set to export and allow auto-full screen in SCORM?
Best Practices for SCORM? Whta are other clients doing
Share as many best practices.

They are moving in the direction of SCORM only
And a microlearning approach
From a learner's perspective, if he's authenticated as himself, how can we serve up perscriptive learning?

Other things to share:

- [X] Screenshots of other academies
- [X] Vidyard

Send best practices
Examples - vineyard recordings
What are other enterprise clients doing that’s successful?
TOC and Continue buttons are confusing
Same with surveys - continue button is confusing
New browser window -
They cannot check if they actually completed the SCORM package or not
How to check in analytics
He wants to add timeframe for when they have to complete next training?
Quizzes - how can we take out SCORM data

## 7/21/2022

### Siying Mark SCORM Asks

Embedding Questions regarding SCORM files
    - They want to see what quick solutions there are to adding a RISE course in Northpass
    - Want to start creating those courses in RISE
    - Per Course Settings (such as full screen)

- What are their needs?
  - For a RISE course, once they hit start, auto-full screen
  - No Northpass TOC
  - Only make Continue Button once a certain percentage completion happens
  - Hide any milestone messaging
  - Complete/Incomplete,
  - Optimal experience is:
    - Once Rise Starts, All NP controls hide
    - once they complete the SCORM file, continue is hit auto, or auto end of course screen
  - They won't be using quizzes consistently
  - CLick here to end course should go back to main dashboard
  - SCORM Analytic is no longer there for Siying

- Question from Mark
  - .corp and .com issues with Okta

## 11/3/2022

### Temp Check with Siying

- The entire company is really just focused on data
- Getting more Data to stakeholders and to the right people
- How can Siying's team empower managers to collect their own data?
- Content is also building very quickly and the content is very tailored to specific people.
- Not easy to create new groups and add people. No cloning of courses.
- More people are involved with Rise Development and Creating Courses.
- Rise & Northpass are not really compatible, nor is SCORM in general.
- To allow the hiding of TOC, DV has to raise a ticket to Northpass to request it. This is done on a case by case basis.
- They want more control over everything. Everything is a workaround. They want to be able to quickly change things.
- Siying doesn't always get prep time for things, so it doesn't behoove her to submit a ticket etc.
- A lot of courses assigned to a lot of different people, multiple pages of courses.
- Cannot filter courses well, especially when resetting course progress. They have to change the course name temporarily to something that starts with A so that it shows up higher in the list.
- All the dropdowns are not user friendly because with long lists, it is glitchy and doesn't show all the courses.
- SCORM Pacages hurdles:
- They can't easily add SCORM packages to the course because it doesn't show up in alphabetical order
- The names are not easily readable, you have to scroll very carefully to find the right course.
- Siying is literally preventing her boss from using Northpass so he doesn't throw it out of the window before the contract is over.
- They have a new VP of Talent Management with them onsite and they will know by next week if they are keeping Northpass or not.
- They are currently in budgeting season.
- Next sync in 2 weeks.

## 01/11/2023

### Random Conversations

Mark: Churning from Northpass, they are implementing Fuse
Contract Renewal Date: 04/01/2023

Feedback:

- SCORM reporting
- Ability to create reporting not accurate or good enough. Causational and Correlation Data - does leadership training lead to promotions, etc? Giving reports to managers not really easy.
- Lots of "gotchas"
- They need rich search (find across multiple platforms) and community functionality with experts and asking people for information.
- Taylor: challenges with reporting

DONE: Send extension contract for one-two months.

Time line Needs (3 primary things):

- Assistant with exporting all the right data off of Northpass.
- Siying and Rachel has a list of the courses. But how about data and progress?
- Can Fuse transfer over progress data?
- Export CSVs per course? or Group?
DONE: Ask what the data set should be.
DONE: Ask Charlie for Course CSV (Just like Walmart) - Do it for BOTH academies, internal & external

## 03/02/2023

### Data Extract Inquiry

DONE: Can we export all quiz data - questions and answers?