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Chubb, Sandata, Skuid notes. Updated Anthology's get courses from groups since we hit the API per-page limit. Sendgrid for Sandata.

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Norm Rasmussen
2024-04-25 19:43:20 -04:00
parent 11972796a4
commit 05fbcfad0e
7 changed files with 95 additions and 29 deletions
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10
CustomerNotes/Chubb/Chubb.md
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@ -136,3 +136,13 @@ FYI and any collateral for Steve:
* They don't recall why someone was enrolled in a group.
* Learner Full Name is blank if First OR Last name is blank. Their SSO is only bringing over Last name.
* Steve would like the product to change that as soon as the auth page is opened, it reverts the SSO strategy.
## 04-25-2024
Employee Access Updates:
* Transitioned employee auth to Azure
* Steve can get in using SSO, but then can also switch to admin view.
* Is this normal functionality?
* They have not been able to have non-admin learners to SSO in
* They will be using qualtrics soon and passing parameters.
* Grateful for the recent MCA name changes.

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CustomerNotes/Sandata/Sandata.md
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@ -6,4 +6,12 @@
* Nothing from Gary on implementation
* Using this time to find a guide star for how design will work.
*
## 04-25-2024
Gary meeting with entire team today to "wrap everything up".
Wants to show us everything that he's showing the team.
Norm to send new sendgrid sectors for sender email domain.
May 10th launch with first few groups.
Will make a gameplan with Gary on what state will be launched on which date, etc.
Norm and Austin to run "resend invitation" API script

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CustomerNotes/Skuid/Skuid.md
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@ -385,3 +385,16 @@ Cadence Call with Anna
* LearnUpon contract expires in 2025, but CE is expiring in September of 2024.
* Asked Anna for a G2 Review and she agreed.
* Hard to get a good pulse on if Nintex will keep CE or LearnUpon, Anna said she's really unsure of Sam's opinions right now. No new initiatives are happening with CE though, as Anna is unsure the direction of the content and/or if the content fits in with Nintex's overall Ed. Strategy.
## 04-25-2024
Anna considering leaving the enablement and training team. She wants to move to product.
Nintex is actually trying to grow their Enablement and Education team! There are some jobs posted.
Practical:
* They are changing away from the authorize.net and need to get Stripe (which is what Nintex) up and running for selling their cert program.
* Timeline is closer to Q3 or Q4.
* If eCommerce feature is ready, we tie the payment to the prep courses that are gated.
* Anna to intro Norm to Patrick. Paul Dillingham already involved.
FEAT: Branching within course (at any activity). It's less about completions, but more like opening a new tab and sending the person there. Her point was that it is in the UI instead of remember IDs.