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# Table of Clients
| Clients | | | |
| ------- | -------| ------| ------|
| [Crayon](Crayon.md) | [JJSV](JJSV.md) | DoubleVerify | Dept |
| Swift | Wild Health | 4Pillars | STOPIT |
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# GENERAL TODO
- Allyson Meeting:
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- [X] Salesforce contact?
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- [ ] Salesforce Workato Workaround
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- [X] Question to Sales for handoff
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- [ ]
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- [X] Ask Eric to connect the main AGriwebb NP school to SFDC sandbox?
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Blacklane needs an old SFDC version
What are critical for launch? What is not?
Integrations are generally phase 2, but are any necessary from day 1?
What is a deal breaker if we don't deliver? (if you can't support SSO, I won't sign, vs start with os and then move to SSO)
What is required for launch?
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## Meeting with StateServ re: PowerBI Integration
- Daniel is the owner/founder of StateServ
- Mostly compliance training housed in NP
- Cecilia and Daniel work with direct services part of the company
- Want to build courses for CS employees, medical techs
- This division takes up 80% of the company
- Working with director of DBI
- Not just Northpass is expanding, everything is growing
- Daniel started in 2019
- They were serving 15k patients, as of 7/1 over 30k
- Integrated 4 other businesses in the division
- Original division of company is saas/software company
Goal of this project:
* Provide on demand learning for new hires, continued training, assesments
* Cecilia creating master question banks
*
*
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# JJSV
** Think Boutique when considering the style **
## Todos
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- [X] Channel Cards should say 33% viewed not complete
- [X] Add timing to activity titles (Melinda)
- [X] Add timing to channel card (Northpass)
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- [ ] Challenging Case Content, split into different courses
- [ ] Dont share SCORM course Phaco Funds with Dr. Sam Garg
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- [X] My Topics - changing to what?
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- [ ] All Channels should be All Topics
- [ ] Learning Paths >> Programs
- [ ] All other topics >> Modules
- [ ] Remove Zero_course function/codeblock
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- [X] Add copy and all contents to footer
- [X] Check on viva code for legal
- [X] Grey scale certain pictures that are not availble to non-logged in users
- [X] Add privacy links to reg page
- [X] For non-logged in, Events and My Topics should not be availble
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- [X] Melinda to provide links to privacy policy, cookie, etc
- [ ] Name, Email, Company Practice Name, City, State, Country, Role Section, ADDITIONAL: Specialty,
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- [X] Ask Marek about newsletter communiciations and if we can segment by certain groups or people
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- [ ] See if we can expand the number of Properties
- [ ] State, Region, City, are all needed Properties
- [ ] If we need to back off on card content properties (course properties, such as time)
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[ ] Programs > Bummer, you're not part of any programs
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[ ] Other Topics > Yikes! You aren't accessing any any modules
* [ ] Ping Tigue regarding [BPRA](2022-07-25_bpra.md)
Events should be figured out by our demo -
* [ ] Add featured content spotlight box that moves the 4 boxes down
* [ ] Can we showcase videos on the main page with a little modal?
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* [ ] Add all groups as per Kaitlyn's info
* [ ] Wants to start putting in content by the 15th August.
* [ ] Create and send document for Melinda's instructions to add categories.
In person events should change register button to "remind me"
Melinda will then add the 3rd party links into the event description
Figure out events setup
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### Notes
Customer base: residents, fellows, surgeons, optometrists, opthamologists
Chapter Content
Registrations will be a link that Melinda will manager
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### 7/18/2022
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Role is what will decide what content they have more than region or location
Content is by role
Events is by State
It isn't even primary speciality
Once the error is fixed on the form, K will let M know to test
Events are tied to... course or group
But if we have a group per state,
Are we also creating groups around role, not primary speciality
When loading an event, event should select between both groupings - a Texas Opthamologist
She needs granuar control, she may not want to invite students or fellows
Or a residency event and not invite opthamlogists
Other one:
How do we differentiate from "all"?
For Americas, LatAm, Canada, and USA might have different courses
This is ONLY for the US
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# Crayon
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As of tonight
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Crayon.co/Academy will no longer have a form
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Crayon.co/Academy/Activator-Course - Form to course url
And then the same for architect
These should be course
Lets remove groups later
Current experience is press enroll and then start
how to refresh and auto enroll
look at pre-enroll populated links for post-launch
Conor to send sub head copy to update
Norm to send screenshot of home page with my name added
Can you look at group deletion? How can we enroll everyone in the group and delete the group
Send Conor how to find MCA and show only empty attempts
Conor off July 5-8
Conor off this Friday
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November Launch of Last Course - Conor's goal
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## Meeting with Will regarding Data flow
Everything flows into Hubspot
But not really into Salesforce
Salesforce is their main CRM
- Reps go into SFDC & Outreach
- Reps should know what course they have or haven't completed yet
- But wants this to be on the campaign level
How it is currently setup:
- Hubspot form on website, someone fills out the form
- Form fills associated with campaign in Salesforce
- In SFDC, he only gets when someone is registered for a course, no completed
- Campaign structure is based on course name
-
Registration page - embed a hubspot form?
Hubspot is just for marketing
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## Meeting with Sheila regarding Analytics and Hubspot
- [ ] Pull single course analysis with all versions lumped into one
- [ ] Can we pull all versions with date range?
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#Talkspace
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Talkspace Call - 6/28/22
Training Call for Madison & Marlene
Invite Ummey
Molly optional
Worse case in deleting and recreating the course
Many people with 75% of the course
416 tickets of people with errors
52 people completed the learning path
Rest of comments are around the harrasment and cyber course
Would new ones work better? Not guaranteed
Understanding from Norm:
Who is in charge of all courses?
William Bell (Kipp)
Cyber Security
Harrasment showing 100% in NP
Not in BBHR
CS: still due
Harrasment: Still due
Contact Patrycja
Amanda Corriveau - she needs admin access to BBHR/NP but shouldn't be able to access Course Marketplace
Both need BBHR to connect courses, Molly in 2nd instance
Molly should not have access to course Marketplace
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[ ] - Ratings for internal use only, once someone rates, the rating disappears
[ ] - Can we bring in opensesame ratings as well?
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# DoubleVerify
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- 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)
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## 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
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## 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
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- [X] How can we provide the smoothest SCORM format and experience?
- [X] Send him best practices for SCORM files
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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:
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- [X] Screenshots of other academies
- [X] Vidyard
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Send best practices
Examples - vineyard recordings
What are other enterprise clients doing thats 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?
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Quizzes - how can we take out SCORM data
## 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
-
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## Siying regarding Mark & Temperature Check
- Big Focus is scalability
- Moving tom Storyline to Rise
* Not all courses will be going to Rise
* Need customizability on course-based full screen settings SCORM
* This would be very impactful
- Mark could be concerned about the Rise courses being a better experience for learners
- Siying raised ticket regarding full screen with SCORM files
- Second thing, how to enable people managers?
* The ppl manager will have more responsibility for their employees journey
* No organizational structure in NP
* HR Ops should be joining the learning team
* If BBHR was connected to Okta, the learner account would be messed up
* Those people should have a dashboard to see how the team is doing
* A learner's dashboard - like what they need to complete, etc
* Eric previously told them it would be extra money, this was before they were enterprise
* They have some courses with credentials, but it isn't visualized
* How to visualize their certs and completions etc
* Checklist for the learners too
- Third thing, Data Collection and Specificty
* Collecting data from SCORM package, they want more details
* How can they collaborate the SCORM functionality into Northpass Data
* Currently, they can create Northpass quizzes, but it needs to be shared with external stakeholders
* They don't like scheduled reporting?
* The team that recieves the reports prefers survey monkey
* How to quickly generate data and more robust data points
* Faster insights - more vizualisations
* This is to share with others that don't have backend access
* The admin dash for a manager is too confusing, it needs to be simpler
* Maybe not going into the backend, but an easier way to share this information
* Example: Survey Monkey has a link where you can share a link that has analytics easily available
* The link is dynamic and you don't have to update the content everytime to send it along
* Graphics are automated in the background of SurveyMonkey
* Siying is getting pressure from others to use SurveyMonkey as the standard approach for learning and assesments
* Data Privacy for SurveyMonkey, is it safe to share?
Mark wants to use Rise more. With all the above and the full-screen settings with Rise is making it harder to use the table of contents, then with all the layout, and then the assesment outside of the SCORM package feels jarring
## Okta Errors
Who should be on the call - Sowmya, Yoav, Lukasz
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# Dept Agency
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Thought Iorad was included, not an additional cost
More than one person interpreted as included
They don't have a budget for this and their debrief was all about how easy Iorad
Charles was the best salesperson they ever had, CPO thought he was the best
Iorad was a decision factor
They need it for at least this year
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## Unknown Notes
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Pilot Courses: we are working on multiple pilots for training courses on a broad spectrum of topics. As an example, we've started building out a 'PowerBI & Data Insights Introductory course' in our Northpass environment already
Other Traditional e-learning content such as Leadership Development courses, Handling Conflict courses, etc.
Onboarding: this learning path for new employees would be a combination of all of the elements above. New starters would walk through several courses on e.g. our Code of Conduct, watch recorded videos introducing them to several worklife aspects & sign-up for live workshops with other new starters
Learning paths and programs to support knowledge journeys, including New Hire Onboarding, New Agency Onboarding, New Leader Development, etc.
Opportunity to host content & events for Employee Resource Communities; to have a shared space for learning and collaborating.
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## Onboarding with BambooHR
- Location is a filter in BBHR
- Region is custom but not directly filterable, can pull analytics but can't filter
- US employees have state-specific courses
- Based on location tag in everfi system
-
Global > Dept > regional > role
Location based Onboarding
Role/Dept based Onboarding
They have a mock up of their design for the page (Figma Mock up)
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# Swift Medical
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Gabriel, backend questions
* didn't know about developer docs
* is impressed with its extensiveness
* showed him how to turn on API and obtain UUID of courses and groups
*
*
Asking about adding people to groups automatically
When someone clicks on the academy button in their app, they have a course enrollment link
Will a user get created when they click that link without doing the sign up process
Prereg + UID?
Wants someone to be enrolled in a group based on their company
How to do this with open access?
In the server database is where a person's company is stored
How can we link people to certain groups without self-selecting?
Kaitlyn suggesting webhooks based on person activated
Recieve response when someone is activated, and based on that mapping, add them to a group
Gabriel
when someone clicks a link,
What's the ideal - Norm?
Kayla - they should have access to all the content when they first click a link
Someone clicks a general swift academy button, and gets brought to
Turn on Workflows for Swift External academy
Gabriel's Final Example:
- A user in a group will have access to the catalog + group courses, correct? Yes!
- There's no way we can give access to a group pre-activation
- Best bet is to give them access to entire
Questions to Kayla
- Why create after click? Why not activate someone when they sign on with Swift
- Best course is webhook when activat
- What other options do we have to activate people?
Meeting with Kayla at 3:00pm 6/28/2022
- Hasn't had time to go over some of the things she wanted to
1. new templates wants turned on
2. search bar toggled on
3. Want to remove enroll step - go back to the tickets and check
4. One SCORM per course, and so the percentage has no validity, see if we can pull SCORM % and add to bottom of course viewer/LX
5. Automatic open to full screen for SCORM - non technical users don't know it even exists
6. The normal box takes up too much of the screen and is wasting space
7. Autofull screen script not working consistently - it works upon refresh
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Is there a specific location for a certification for a course for a person?
Not just an S3 bucket general image?
Can we pass variables into the end of course screen RTE?
Skilljar experience - https://verify.skilljar.com/c/mtond85h86ap which adds to LinkedIn
Coursera Plus certification?
Gif not working
(size <10mb)
Course order
Subsections
1. Onboarding
2. Key Features
3. Clinical Content
4. Additional Resources
Subheadings between them -
Add progress filter
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# Wild Health
- [ ] - Connect KJ with Wild health for Analytics
- [ ] - Assign an SE for the Felix conversation
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The patient/client shouldn't see a difference between Clarity and Northpass
Can we provision grouping before activation? Northpass
What if we wait for a webhook, then put them in a group?
Felix Scenario:
Typical example
Patient fills out 5 quesiton form
You will be assigned 1 of 5 challenges
You first need to be invited
Then activated
Then assigned a challenges
Can we create a custom integration without zapier
Make an API call?
Yes they will create it themselves
Email must be matching, or it will create a new account
Next Sprint or following - 2-4 weeks
Daniel has been the WildHealth dev working on this
- [ ] Send documentation and endpoints (person created, person added to group)
- [ ] Will a user that gets activated count against their MAL?
- [ ]
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# 4Pillars
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Code igniter information
RDS on AWS SQL database
Send documentation for open access and appending learner information into URL
Scrolling not working on course overview page or LX when embedded into their app
Launch is still on track, translation can wait a day or two
As long as embedded experience working, parameters can be passed
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# STOPIT Solutions
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Three most important things:
1. Sandbox
2. Certificates
3. Self-Service e-commerce
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##Goal of Sandbox
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Non production instance
StopIT admins and partner are managers
Just QA and Internal
Modular and formatting
Videos, PDFs, RTF, Quiz, Assignments etc
$Kevin: would it make sense to have two separate instances? One for SEL content and one for EDU instance?
Do they need SE work?
Timeline from $Jai: Get created, get invited
Once ready for SE.
Jai and Kevin as admins
Include Robin when ready
Once Robin drops content, modularize the content
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## Content & eCommerce
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Ondemand content for teachers
Certificates and CC receipt
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Powered by 451 ink
Check out if we can integrate
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For ondemand, lots of marketing
to individual teachers outside of their districts
The courses will be CEU Credits
STOPIT will have to track CEUs
Properties
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Another option:
Can they modify the build into the SEL instance?
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Definitions:
Admin training -
Student SEL -
Educator - Teachers looking for PD requirements
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# Blacklane
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## Whos Who
- Calum: Content, User journeys
- Colin: Might be the same (has covid 7/5)
## Tasks
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- [X] Create Flow Chart of Roles, Courses, NP Definitions etc
- [X] Lay out one course per role since we can't hide activities
- [X] Check with SE if we can hide activities based on role
- [ ] Create flow chart of how to create courses
- [ ] Annotated version of diagram - remove details
- [ ] Go through Master Course and look for holes
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## Integrations:
- Salesforce
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## Genzeral Notes
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- currently hosting every module in survey gizmo and intercom
- Need to break these down into activities
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- Components == activities:w
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- Calum wants the academy to be a living, adaptable thing
- DEADLINES: End of July, all courses done, Mid-August, Launch
- Ideally, august launch is full - they will still add courses, but the 9 modules must be completed before they can accept rides
- Hasn't discussed how to introduce the Launch
- soft launch without a big announcement,
- content carts inapp
- newsletters
- Formal launch to follow
- Calum has google sheet with all the training structures
- Roles in chauffer - admin, provider, dispatcher, reviewer, driver
- Is there a priority/importance of the roles?
- Regardless of role, all training is the same, currently.
- Need to separate it based on permisionning. How to separate training?
- Each role is different, no monetary incentive
- New account gets all training under Y
- Each course will need to be for each category
- Salesforce integration
- What is the trigger for Norm to gain another permission? Partner portal just updates their chauffer - only admin can update a driver's rules and permissions
- Updated driver doesn't need to take new training
- Permissioning doesn't change very often
- If someone has dropped off the app for 6 months, they will have to redo the trianing
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** 7/19/2022 **
Colin
Which access rights/permissions within BambooHR to turn on the integration
- [ ] Separation of instances - chauffer and internal -S
- [ ] Northpass chauffers and northpass internal -
- [ ]
Calum is sick now, surgery - next week he will return
Design for both - start with basic design
Integration into app in Q4 -
SSO for chauffers
UUID - not through email since they have duplicates
Integrating with salesforce - what needs to be done in their salesforce to turn on integration
Colin is very familiar with SFDC
Timeline: SFDC Integration first, then migrate content into NP, go live in August to test for Chauffers
Timeline Internal: HR team wants to use it right away, GDPR as first training
Just focus on content creation with Chris
Turn on salesforce
watch it not work
have p set up webhook script for learner completed
pass uid in enrollment URL/invitation URL
chauffer clicks, enrolls, takes course, webhook goes back to SFDC
Thoughts:
Turn on so enrollment object gets created
Once it exists in salesforce, with workato we can update xyz in enrollments object
** Meeting with Chris from Learning Team **
Any department has to go through initial training
Service Excellence team,
Newbies from Manila are contractors and don't have BBHR access
These are your customer care team
Berlin, LA, etc all have Blacklane Employees
ILT wont work because they have to do instructor led training within a course
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# Quantuvos
## Main People
- Asia (Joanna)
- Chris Burns
- Technical - Chris Campbell & Developer
- Content/Admin - Asia Jarosz
- Design - Chris' team
## Tasks
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[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
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[ ] - Provide Burns with a deck on competitive analysis of why NP is superior
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[ ] - Instructor page demo
* [ ] Create categories for each OS List
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## 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
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## Meeting with Chris Campbell
Full embed Ideally
Either via API or embed
Open either way to the various options
- [ ] Requested an overview deck
- [ ] 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
- [ ] 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.
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### 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)
# CIBC
## Categories and Flow
- Should things be put into epics?
- Examples of how something was laid out?
- They want to add glossary somewhere, possibly as a page
- For instance, what are preferences. What are push notifications and alerts
- Lots of clients are elderly and unaware of these terms
- What are savings, checking, etc.
-
[ ] - Find examples of search within the page only
[ ] - Submit ticket with Figma files for design changes
[ ] - Activities in a course is a step in a how-to
2022-07-27 12:50:25 -04:00
[ ] - See if circle button at bottom of image can be clickable
[ ] - In terms of images, what format are they using? PNG -
Iron out user experience
Contact us and back to FCIB same as corporate site
Create categories for the links
Add the "active state" CSS for each link
POS training falls on cash management
Elisia handles the training cash management engagement
She might need to connect with us to utilize the platform
Andre in that meeting aswell
2022-07-07 17:07:22 -04:00
# SPS Commerce
## Todo Lists
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- [X] Check in on workflows in a few weeks
- [X] Connect Kayla and KJ for Analytics sync
2022-07-20 16:17:47 -04:00
- [ ] 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"
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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?
*
2022-07-07 17:07:22 -04:00
# Agriwebb
Salesforce integration not working
- [ ] Check if they have run import
Last time Eric ran import he got many many errors
Import errors from the SFDC side
| Tables | Descriptions |
|-------------------------|
| Header | Title |
| Paragraph| Text |
# Flink
2022-07-21 17:36:25 -04:00
## Weekly Meetings with Camila and Soner
Align on points of contact
Concerns? They are the main contact for all back end structure and content
Some teams - Simon's team for example - are country managers, such as Netherlands
Workload balance - should someone else be working with Simon?
Patrycja for urgent things? Can Anna keep working with Patrycja
Simon's requests are not a priority sometimes
Flink needs to align with the market and some concerns are not right now
Priority right now is revamping everything in Northpass
Camila and Soner are main POCs for *everything* within Northpass
AGENDA FOR EACH WEEKLY MEETING - align that the markets priorities and requests are actuall priorities
Canva Demo
Logic for beginner, if you complete half of the must haves, you're at level X
All within northpass courses
Rider APP > open mobile app
If desktop > go to a URL
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Can we setup a login of button groups?
Course Scripts : a need/vision, they want to read transcript of courses
Can we add duration on course card within LP overview page?
2022-08-04 20:54:12 -04:00
Events are a new push
- Talks from Hub Managers
- Already fruitful for netherlands
- Will be used by other markets
- Main district (Germany) were not involved in the events originally, and now they will be aligning on strategy
-
Analytics, need hub based metrics to give to the managers
Soner - one of the priorities are the reports he asked for
** Quiz hiding the score: **
- If it is too hard, don't worry
- This is a one-time case
- Not super high priorty
- Doesn't make sense to push for this right now
Front end layout - let them know what is possible
Next steps is categories, groups, and labels
They need to clean these labels, make them easier to understand
Filter by certain category labels i.e Marketing courses, etc
HM = Hub Manager
IA = Inventory Associate
Hub manager should any analytical view of the rest of the countries roles, aka they should be a manager in Northpass
From a learning perspective, there are no sub groups, HMs dont take Shift Lead Courses
They should then filter by
Two main labels for learning, Market Label & Language Label
They need it to be cleaner for the backend
People should be able to see multiple languages
There are multiple flows - HQ Cascade Content & HQ Diverse Content
Soner's suggestion, Each course is a contact in your phone and then you add different fields, so must have is just a label or category or ribbon
The most important thing is a clean view to see what their first/must complete courses are
All courses exist within this Matrix of circle courses
Eventually, they want hub managers to have a clean view of their employees, aka their hub
SAP is the goal for single source of truth for data
Zapier, Quinyx, BambooHR,
Okta is coming for SSO for access
_Overall Deadline_
Everything before Q4, SSO, Frontend
Context, they want to have everything setup in Northpass by Q4 because they are working on sustainability titles and their launch can be really clean in Q4.
2022-07-21 17:36:25 -04:00
## Tasks
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- [ ] Need to Hide some courses for an offline assesment
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- [-] In person assesment, so score must be hidden - pending not resolved
- [-] contact SE for hiding score - 7 quizzes across 7 different courses
- [X] Turn on search bar for them
- [X] Demo Workflows
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- [ ] Quiz as Survey functionality and best practices
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- [X] Milestones?
2022-07-07 17:07:22 -04:00
- [ ] Intro to Marek for Communications Beta
2022-08-04 20:54:12 -04:00
- [X] Map out workflow for duplicate or changing email addresses
- [X] Intro to Clementine and Simon
2022-07-07 17:07:22 -04:00
- [ ] Intro to KJ for Analytics changes?
2022-08-04 20:54:12 -04:00
- [ ] ILTs are the most important from Netherlands meeting
- [ ] Map their categories presentation to Northpass best practices
- [ ]
2022-07-07 17:07:22 -04:00
### Notes
New app launch during July, workforce support
These support apps will have links to Northpass
Customizable HTML web page
With learning paths courses are more sustainable
LP good for grouping certain content
How about setting up a certain groups
They are rethinking groups and need to transition their group hierarchy
Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions
Figma file questions
They need more training and enablement They will follow up for Figma files and setting those up for design
2022-07-27 12:50:25 -04:00
### Meeting with Simon & Timo
Training and Content Team for Netherlands, Switzerland, Austria
2nd biggest market with 65 hubspot. German is the biggest with 100+.
Distribution/Hub manager for Netherlands
Has some bottle necks:
- MCA and 5000 entries
- Learning Path Analysis
They manage everything from a google sheet
Hub managers have access to this google sheet
Currently manually sending emails and follow ups - NP communications are weak
Looker account within Flink, how can we get the data into Looker? (Upsell a Secure Data Transfer)
Scheduled Delivery would be great too
This would be useless if the the values (of location) are not in there. Can we do a scheduled delivery of an analytic with property filtered
Source of truth is Big Query or Looker for the country manager and job title (HUB)
Can we API into the properties?
Wants weekly analytics -
Other Hot topics in the Netherlands:
- Frustrations with ILTs
- People can register for multiple sessions within an event (they shouldn't be able to)
- Can we prevent them from multiple sessions?
- Simon doesn't have the admin possiblity to unregister people from sessions
- He wants to register and unregister people
- If Simon increases the number of seats, that person can't re-register because they have already been denied
- Waiting list isn't good because a denial is a forever denial
- Needs to create a custom notification for a confirmation. They have a confirmation that they have booked, but no confirmation of the dates, link, time etc.
- In order for the people to get this on their agenda, they have to click add to calendar, it should be doing it automatically (this is what other LMS do)
- Very frustrated with the manual work, so much so that they aren't going to use it at all anymore. Just using it on a calendar invite on their own.
- Don't like that you need multiple courses per language.
- Quizzes: needing multiple quiz for every language.
2022-07-07 17:07:22 -04:00
# Humly
## Technical People
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- Tomasz (Tom) - Client and Team Leader
- Bartosz - Full stack developer, 2 years at Humly
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## Answers to Questions from email
How do we know what courses a candidate has completed? Should we store it ourselves or should we always get it from Northpass? What is the best practice?
- They want to apply some logic to these completions in Northpass
- This is for the recruitment part, so they need to complete
-
We want to learn more about where the logic to decide which user that gets which course lives - is that in Northpass or in Humly? If in Northpass, how does that work? Can we pass any data into that logic and then set up the rules ourselves in Northpass?
- UUIDs for groups
- Mapping group creation from Humly
-
We plan to use your token or signature-based authentication and might have some questions about it, not sure yet.
- [ ] Send token based authentication PDFs
- [ ]
General best practices on how to use the development resources and work with the technical aspects with Northpass. Any risks that we should avoid when designing the technical solution?
- Be specific
We plan to just link to Northpass and open it in a separate browser to start with - but how would it work if we want to include the courses and pieces of training in our app experience in the future? Do you have frontend components for the courses we can use or do we need to write everything ourselves?
- What is front end components?
- Lyft Example
- Ludvig is working on the design
- They might want to show
Status is they are mapping out and deciding what Northpass involvment should be
## Tasks
- [ ] Tom and Bartos:z will start working on this
2022-07-08 20:41:57 -04:00
# Omnisend
## Tasks
- [ ] Wistia Project, what access do they have?
2022-07-27 12:50:25 -04:00
[ ] Share button with /app/course within course viewer bright green 52 front
- [X] EXpert led categories url not working
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## Notes
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Can they embed a video from the Wistia Project video into Omnisend's product?
### Skip Cover Page logic
Is a user enrolled?
LOGIC: Learner comes in, skip cover for page, start course -> skip cover,
If not enabled, they should see overview page
Automation logic, single-activity or 2 activities are not considered a course
The key is a single video
The logic should be if a single video exists skip cover page
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### Video on overview page
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Course card, will also enroll person in course/activate them
Bring in video from Wistia Project
Get analytics via wistia or google
This is key analytics they need too
What's new are every month, on average 600 views
This week so far 51
It usually lines up with activated learners on Northpass
There was another link with dashboard, Audrius to check clicks
Fundamentals First Video
Out of 202 played it out of 220 load
Whats new 95% play rate
Out of 41 people, 39 played its
2022-07-11 16:57:55 -04:00
# Recast Software
## Launch style
Chris is main POC for content
Tech stack manager for user manager
Alison is Chris' back up
End of Q3 Launch, maybe a soft launch?
Moving to Vegas, 2 weeks gone in - August 22-Sept 5
* Content:
5-7 courses, completely thought out with quizzes etc
Each course to a different audience
No certification just yet - worry about it later.
Can we MVP launch by September 1?
Primary objective is solid courses, showing off Recast's top tools
Can QA team test in a shorter time period? Currently, 2 weeks
Advocacy program is key customers, a larger base with more than just the academy
There will also be an internal team - SEs for technical, Marketing for branding etc,
For design - chris is going to have a design brief with the marketing team for a kick-off
Alison out week of July 11th
Question: discussed during sales process, badges and points
Back fill badges
2022-07-27 12:50:25 -04:00
* [ ] Test Todo
- [X] Send ticket for font changes
[ ] Northpass ACademy Dashboard Personalized Copy, same as NP Academy
[ ] Keep learning path card formatting, scroll left to right
[ ] Calendar - does Recast have an embeddable calendar? Feed is okay instead of calendar replicate Northpass academy calendar
Chris to provide blog feed
DV featured courses should have description short description
remove events leave or remove column
main page links up top like swift
RTE within course viewer not picking up font change
2022-07-11 16:57:55 -04:00
2022-07-13 16:19:30 -04:00
# Talkspace
7/12/2022
500 errors tickets from people
Test out the new learning paths from Ummey's email and check that they work
August 1st goal of completeing the new courses
Especially the Cultural Competency course
Internal service errors keep happening
As early as last week
We need options for outside of the learning path
Learning Paths - two other schools are not having learning paths errors
Molly needs help with: anyone who is not at 100% (for CA and non-CA) Compliance July and CA July the LP on dashboard needs to be removed. This way they don't get assigned a new one and then take the old one.
- [ ] Pull analytic and bulk remove the LP from those people
Can a learner self-select their role? Separate comms for each group?
Comms each group are necessary
They shouldn't need to switch groups once in this
Pre registrations
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Non CA link, 740 attempted learning path
And 500 complete (this is a good number)
160 have completed 75% (top 3 courses)
50% would be fraud & hippaa
Molly wants to try... 500 people get a message saying "you're going to see messages, please ignore"
160 get invited to a group with the remaining courses
2022-07-13 16:19:30 -04:00
# Mark43
We need Northapss to be able to parse the group id information in the JWT
"We want Northpass to be able to support parsing a custom claim containing the Northpass group ID from the JWT used in SSO-based authentication. Mark43 (perhaps the TSE team) would be responsible for ensuring that new & existing SSO identity provider configurations (e.g., Azure AD) contain a custom property with the appropriate Northpass group ID for that customer."
"We would need to have a separate method for customers who have no external identity provider configured (i.e., customers who authenticate with Northpass via their Mark43 application credentials). We currently have no automated way to link these users (whole departments, really) to a given Northpass group automatically"
They don't want to do user management
Previous company, LMS admin would talk to each person in the academy
Michelle can't do that.
Currently, she post's links on help center and then people sign up for the university on their own
If we used token-based authentication, how do we keep out competitors?
What happens with empty values (no identity provider) users and token based auth?
If non-value users are allowed in, how do we keep out competitors?
* OAuth 2.0 would work best for passing groups and IDs
* We built out an Okta integration, it uses our default SAML
* Okta provides group provisioning
* Generically availble with anyone who uses OAuth 2.0
* For non-external IPs, there needs to be a single identity provider, such as Mark43
* Charlie Question: Is there a centralized place where all the information lives? With minor dev resources, we could set up API calls to constantly update their Northpass people and accounts
* Whenever something is changed in their system, auto updated (i.e. someone changes departments)
2022-07-27 12:50:25 -04:00
## Meeting with Brian re: SSO
They have a lot of clients without SSO
They are not an IDP, but are a service provider
Non SSO users do a bulk upload into the Mark43 application which allows the user to sign in with an email/password and then sends them their 2FA code.
In their ideal world, how would Mark43 like to access Northpass?
- Ideally, non-SSO customers will have a username and account without Mark43 having to manage the users.
- Accounts are then managed by their users in their application (sounds like customer application)
* There would need to be a second instance for non-SSO users.
*
Last CSM said Michelle can't do groups with their current SSO, and a NP Manager will still see other companies and agency names.
There are some internal issues with customer discussions - colby, brian, michelle, and someone else?
Security review needed internally
Them setting up as an IDP is not out of the realm of possibilities, but they would have to have a discussion. They generally only handle the handshake one way, so this would be two way.
They don't know if setting up an IDP is the "technological direction" they want to go in.
Renewal - they will be wanting an instance of partners as well. They will need different content.
Professional services leadership - karim and calvin
Mark43 does have a database with all their user information, but that's the short answer. Long answer is that it isn't easily accessible.
Charlie suggesting that using the data in the DB we could auto-provision groups for each agency and client.
Michelle - meeting internally to discuss security for manager permissions
Partner instance and SSO expectations
* [X] Provide Brian with Documentation on what's possible with SSO and what's required of them
* [ ] Let Brian know if we integrate with B2C - Charlie replied saying we haven't had issues integrating with Azure or any Microsoft product
2022-07-13 16:19:30 -04:00
2022-07-14 18:51:13 -04:00
# Larson Texts
3 Points for our Meeting
- Analytics
- First back to school season, in October post-mortem report on how year one went
- Wants to discuss data points that would lead to ROI and KPI
- Survey or NPS scores
- Email other important metrics for analysis
- These numbers are very low compared to the number of people invited
- The number of groups is the number of total invited groups/clients
- People can opt out,
Flow:
Auto email goes out with a description of how to get into the academy
No one clicks
110 clients have been invited and each client is a districts
Each district could be 2 people or 30 people
Are they enabling their distcits to forward the emails along?
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## Tasks
* [ ] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
* [ ] Add personalized message to /app.
* [ ]
2022-07-14 18:51:13 -04:00
# Hello Insights
Paula is main POC
"Fastest purchase of a new platform"
## Kick off Call Notes
- Paula: admin, poc, content and structure of groups. main admin
- Tim: Product, overall strategy, creating space for Andres (Designer)
- Andres: Product Designer, UI and design, aligns with brand guidelines, working without engineering team
- Jaime: Front end developer, main features of front end of application
- Daniel: Engineering Director, SSO, support for engineering
Paula's priority is to get it up and running, she wants to migrate content
Integration and Working the way they want to
Phase 1: End of Phase 1 should be top level nav with a user logged in should see dashboard, reports, etc.
Learning Center > Northpass > Resources
View port is something to deal with
Out of the box UX, then determine what layers need to go in there
Mid to late September is Phase 1 - Early October is when users will be onboarded
Phase 1 UX: Login to HI and they are on their dashboard, top level nav is still in HI
Click Learning, Active State indicator,
Learning should be accessible to non-members
Is HI an identity provider? They store passwords in postgres, unsure about SSO/IDP
Self sign up users need access to learners
Paula's plans to get content: they have courses and PPTs, recorded PPTs and videos
They have placeholders to throw in there
On launch, some basic courses, 2-6 courses
LMS system with just "getting started" "plan your journey" etc.
While those get up and running she will start to populate with deeper content
What courses support the user's journey in the platform?
Categories and Subcategories
Role, member journey, group, contract, etc
*Design/Andres:*
Needs to design the things that will be added to Northpass
Strokes, columns, etc
They want to make sure that what the "headless" look and feel like
Phase 2: taking certain components out of Northpass and then embedding into Hello Insight experience
Tim: Next week is a big SSO hand-off tech week for HI
Design and elements need to be understood
Paula needs to chat with design
Paula:
What are our options to give people a bunch of downloadable PDFs?
How about a course with just a single video?
What options do we have?
Share some examples
Include Andres with any Paula conversation
2022-07-20 16:17:47 -04:00
## Content Call 7/18/2022
- For today, how we need to think about how our sight looks and feels
- Suggestions and best practices
- Design should be full embed - the entire site into their app
- Then we will do micro-embeds, small portions in their site
Andres: in the beginning, have it right away
Division of labor between Northpass design and Hello designs
Andres works with us on wireframe
Questions from Andres:
- Next meeting, map out content and user flow what tools do we use? Figma? Draw.io (I suggested figma)
- Trying to incentivize the users engagement in the learning center
- Ideally show "another person completed this course" - can we pull from a table of names?
- Mapping the content in the experience? Similar to Skuid Experience
- [ ] Send webSDKs, embed, webhook, and documentation
2022-08-04 20:54:12 -04:00
## Content And Creation
* [ ] They want a recommendation engine
* [ ] Search bar is important to show first
* [ ] They want a saving mechanism - under your courses, there would be a "saved" option
After onboarding experience, they will likely not enroll everyone into course. So enrolled would be the same as saved
They also want "time left" in the page (not really possible)
List of recommended courses - could this be categories?
Modality - information architecture of courses
- Live, On-Demand, Mixed (or Blended)
- Schedule, Timedate, Timezone
- Some clients request a live learning opportunity
- Phase 1 - back burner
Availability (Blocked, Active, Full/Invisible) should also be part of the course struture
Pre-Requisites
2022-07-20 16:17:47 -04:00
# AIIM
Workflows Demo
2022-07-21 17:36:25 -04:00
# Skuid
## Meeting with Alexa 7/21/2022
Agenda sent to us by Alexa:
1. Popups -- need to explore this possibility to have a popup box alert users of messages.
2. Badge reporting and learning path reporting -- I'm still having troubles with this since the course statuses were reset. We can review in the meeting or I can send you information if needed. Example: you gave me the number 1285 badges for end of June. I just ran a report and it is only giving me 1235 after filtering out users that don't apply. We definitely have a higher number since June 30.
3. changing points -- we'll need to change our points for existing courses. this means I need to manually update user points. what is the easiest way to complete this task? Spreadsheet import a possibility? A script?
4. Timeline bar/progress bar in courses - This seemed to disappear and we need to see if we can bring it back. I mentioned to Eric, but he didn't get to it before his departure.
5. Learning path routing - we are having trouble understanding how to manage routing between courses within a learning path. How should this work without using the custom links at the end of the course?
Where can modals pop up? How?
What about where people breeze through, how do we get it back?
Little box on left hand side popup
Just a small button
What about appqueues?
What is the line for "too much"? <-- Dynamic data pulling and lots of logic flow
Is dan ready with the custom report
Skuid Progress Bar disappeared, needs to be completed by October
13 new courses in October
Directly from janel:
How can we dynamically associate learning paths or "next course" based in learning path. They don't want to create an individual course per group per learning path to have
2022-08-04 20:54:12 -04:00
# Scenario
* New order of cards:
* Scenario Basics
* Core Concepts
* Bulk Upload
* Leave Navigation & the last one
* LX Changes
* Make the viewer wider to fill screen
* Mobile optimization is less important
* Most clients will be on a computer
* Wistia and Quality?
* Would prefer higher quality even if it loads slower
* Most likely learners will have high speed internet, they want higher quality
* Banner
* Dashboard & Events header text is lower than Home
* Home is how it should look
* URL: academy.scenariocloud.com
*
# H1
- Open Access might solve some of their issues
- Reconsidering their relationship with Okta
- Okta tripled their cost and doubled the per person cost
- Okta authenticates their entire application and for internal use
- This change will be the most pressing for when they decide
- Should be decided on within 6 weeks
- CSM team uses Catalyst
- Sales team uses Salesforce
* Haven't really used Northpass reporting
* They contractually provide a training system
* They need to figure out how to get the right training to the right people at the right time
* Smaller clients get 1 in person training, the rest via Northpass
* QBR show utilization or change - increase enrollments and actually starting the course
* They need to track if no one is logging in and how to reach out
Within a month Marceline will have some additional information and it seems like good news for her (a promotion?)
Next meeting: September 2, 2022