Gainsight/CustomerNotes/SPSCommerce.md

# SPS Commerce

## Todo Lists

[X] Check in on workflows in a few weeks

- [X] Connect Kayla and KJ for Analytics sync
- [ ] Ask if we can do a Trial of Enterprise Workflows
        Hard to make a call on the value 1. on the internal use, as it isn't totally needed and 2. see how they want to connect  external systems.
- [ ] Send product subscription plan features

Three years ago renewed after going out into the market and tested other systems
"Folklore of SPS"

What other shortcomings are Workflows a bandaid for?
    *Analytics being a good example
    * How does the shortcoming affect renewal?
    * What can be done about enrollments? What is the trigger for SPS to enroll in new courses?

Enterprise Workflow, where do they want to connect it to externally?

## 10/12/2022

- Include in analytics meeting: Kathleen Olson: kmolson@spscommerce.com
- Norm to reach out
- Question from Kayla:
  - Someone requested asking about the SCA and a specific course
  - Lippert Inc is the customer
  - Requested data pull in training
  - Pulled an excel of SCA and found duplicates in the list.
  - The next column shows "Attempt Number" and she thought that was total number of attempts
  - Instead, the "duplicates" are actually the actual attempt number.
- SCA is Kayla's favorite analytic
- Why is Lippert asking for this? What will they do with it?
  - Lippert is a retailer of theirs
  - They would like to drive engagement of their suppliers
  - Coincides with a big marketing initiative
  - Increase training availability
  - YTD Engagement, overall/aggregate of who is enrolled in that course
  - Engagement can mean a few things
    - Overall course completion is helpful
    - But number of people at various % through the course is also interesting
    - Lippert asked for "a little more detail" unsure what that means
- Course = Lipper Fulfillment
- BUT, there could be people enrolled in the course that are _not_ involved with Lippert
- They currently do mass enrollments, managed by their one-to-many customer service team
- There is a Lippert Component group that could further deliniate the number of people that should or shouldn't be in the group
- Last week when Kayla pulled the SCA, it said 509 enrollments. Today, it says 51.
- ISSUES: David Morrical shows 3 attempts but in MCA does not show anything
- SCA shows two Groups, MCA shows one - Lippert Components Inc and Lipper Components, Inc.

## 10/26/2022

### Analytics Meeting with Kathleen Olson + Matt + Kayla

- Kathleen has been focusing on engagement
- Completion is not super important
- Struggling with wiping of metrics after updating a course
- Some confusing with attempts? If they update the course what happens to metrics of previous users.
- Kayla pointed out that for free-form courses, if people are just clicking around via table of contents, then they could be engaged, but its not being logged.
- Matt: he has told NP many times that the dependence on the continue button is too high.
- Matt would be more interested in an "activity view" type analytic.

## 11/09/2022

### ILT Demo

- They want to use Northpass to funnel people to events in other portions of their platform.
- Here's an example of another event: <https://www.spscommerce.com/lp/mapadoc-training-sage-100/>
- They want to add these links to the bottom of their training page.
- Possibilities:
  - iFrame the OTHER events page if one exists
  - Auto pull in a list via API
  - Use automation & properties to allow Kayla to update a link and name (but they aren't on Enterprise)
  - Mockup/add HTML to their `training_events.html` page for Kayla to update on her own
  - Kayla to make a single new ILT in Northpass for each "event" with multiple sessions and for us to change the Register button to go to the events page.
- Kayla wants as little work as possible
- She doesn't want to manage registrations in Northpass, just use this as a funnel to the other site
- This is just an avenue TOWARDS the event, not the holder/maintainer of the event.

## 12/07/2022

### Kathleen & Kayla

Kayla will update the boxes with links without buttons unless she gets bad feedback, then I will have to get Dorian's code from Charlie. Norm to wait feedback from Kayla.
TODO: See if you can update the existing template that Dorian made to hyperlink a piece of text while we wait for the button.
Kathleen has some questions and/or bring something to our attention:

- Her team is trying to anticipate some changes that are happening in the company, and looking for long-term solutions. 4-Year Plan, repackaging and bundling the products. Potentially, one of the products could have 3 different names. For example:
  - Currently: Fulfillment
  - Future: Retail, Warehouse, Vendor/Supplier - three different fulfillment product names
- They also want to replace user guides. Putting User Guide content in Northpass. Using text editor/RTE - just copy and pasting it into Northpass.