diff --git a/CustomerNotes/Anthology/Anthology.md b/CustomerNotes/Anthology/Anthology.md index 484239a5..a8b5321b 100644 --- a/CustomerNotes/Anthology/Anthology.md +++ b/CustomerNotes/Anthology/Anthology.md @@ -247,4 +247,23 @@ designs and these new ones. * Faux SSO. "Good will tour" for Katie and KC to go to each product and ask for a button to link to the academy. * Role based searching - but we are under using categories. Katie and her keep coming back to Categories. How can they use them? -* + + +## 09/29/2023 + +### Categories & the Why around displaying + +* They like the new dynamic search but don't like that it doesn't search for activities. +* Roles to Anthology are NOT the same as roles to a client's perspective. +* While they search for "financial aid" or "registrar", they need to find that content that is related to that. +* Categories _could_ function as what they need. +* If we put back the search results page, then we should move all filters to the search results page. +* Anthology is a 3rd party reseller of pendo +* BbLearn - EzSoft - acquired by Canvas or In-structure +* Used to guide the student's experience on campuses +* Katie wants to setup a Pendo to guide people on the main catalog page. +* They would like to go back to the search page that then as additional filters: + * Category + * Product (Custom Property) + * Course/Activities +* Talk with Austin about what's possible - can the filtering work with the existing search results? Not separate searches? diff --git a/CustomerNotes/Walmart/Walmart.md b/CustomerNotes/Walmart/Walmart.md index be71beb6..4f7e950f 100644 --- a/CustomerNotes/Walmart/Walmart.md +++ b/CustomerNotes/Walmart/Walmart.md @@ -678,3 +678,24 @@ TODO: Test if a course can be accessible outside of Northpass without it being a * Follow up with Frank regarding large Gifs. * Krystal wants to revisit the creation of more video resources. Needs examples from other clients. * MJ needs to work through a backlog before shortening the resource descriptions. + +## 09/29/2023 + +### Analytics Team discussion + +* Marta's Analytics work likely won't get shut down +* But longer term projects for Walmart _may_ get turned down +* Marta needs to sell this as something that is applicable to other clients and CE in general, long-term +* We need to involve Joris and Allyson for high level +* Marta should only be involved at a more granular level + +#### Meeting with Kat + +* Draft up email for Kat that will be forwarded along to leadership with the following items: + * Background, use case, and Walmart arm using Northpass + * Current Situation, Challenges, Opportunities + * List of Walmart names, titles, and emails + * Request and ask from Leadership +* Consolidate Travis' emails into a single email and mention that I will be meeting with Gainsight leadership today to go + over these requests and that I should have an answer for the team early next week. +