Mizuno templates. Some notes.

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Norm Rasmussen
2023-09-07 17:09:51 -04:00
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# Meeting regarding Contract
## Attendees: Norm, Julianna
### Notes
* Confusion on the contract

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#
# Meeting regarding OpenSesame Integration
Notes:
*They have a contract with OpenSesame
* Wants to improve search functionality
*School Name Change?
* They want to create categories based on departments
*Something like sales with all the sales training in that category
* Required training as well
*Leadership training categories
* Using Omnisend as an example
*They will have mandatory training & open-access training/catalog
* Employees should have a mix of both - required and self-enrolled.
* For design, we either need a SOW or they need to do the work themselves.
* They have a contract with OpenSesame
* Wants to improve search functionality
* School Name Change?
* They want to create categories based on departments
* Something like sales with all the sales training in that category
* Required training as well
* Leadership training categories
* Using Omnisend as an example
* They will have mandatory training & open-access training/catalog
* Employees should have a mix of both - required and self-enrolled.
* For design, we either need a SOW or they need to do the work themselves.
* Anika needs to ask her IT team to change her email to remove the +internal.
* Emails need to be the same for Northpass Admin & Opensesame for the integration
to work

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# Mizuno Running Canada Discussion
## Attendees: Larry, Norm
### Notes
* Norm to edit the secondary registration page to include Province codes and
"state/province"
* Email Casey about the codes and discount details
* Make sure Matt updates the email comms before launching to Canada

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# Weekly Sync
* Concerns about learning path analytics
* Create Looker example
* She said the "crazy thing" was that they weren't even using them for learning paths, but for the different levels.
* Currently, they need completions for level 1 and level 2 (groups of learning paths)
* Timeframe: Since the beginning of time
* Skuad skool wants additional filters for the search such as:
* Time
* Points
* Categories or Properties
* Level
* New
* Told her we will need a proper scope of work to plan this out.

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# Walmart Questions about eCommerce
## Attendees: Tim Keates, Kim Agee, Scott Sutton
### Notes
* Tim leads invoicing with their clients
* Kim works with Scott to put together supplier content that will bring additional revenue
* This would be a "paid version" class.
* These courses are for individuals and want to learn more, but it may also be a corporation paying for it.
* A supplier credit card might pay for the class.
* Another case is a supplier might want to pay for a workshop. These would have a higher pricepoint.
* Two payment methods: CC (corporate or personal) and ACH (or wire).
* Had used a moodle based solution in the past.
* No thoughts from Tim yet - "we had worked with others with varying success."
* They are looking for a payment processor
* Charlie: Northpass is not your system of record for payments. We won't know if someone has paid or not.
* Tim - we do use salesforce today, but not sure if we can use salesforce for this usecase.
* Tim to connect with salesforce admins to see if we can create this.
* What Kim is creating is for net new customers, not existing Luminate customers.
* Charlie: we can replace links so that people don't go to Northpass first, but the payment page.
* Tim has not worked with any payment vendors - Walmart has never accepted credit card payments before.
* Scott has worked with FirstData or CardConnect in the past with Moodle.
* Timeline - they want to move quickly. But no set end date.