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 dependance 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.