From 1331a49c6334750a5321167e0d711778693c049d Mon Sep 17 00:00:00 2001 From: Norm Rasmussen Date: Mon, 25 Sep 2023 16:59:40 -0400 Subject: [PATCH] DataSnipper Notes --- CustomerNotes/DataSnipper/DataSnipper.md | 57 +++++++++++++++++++----- CustomerNotes/Wildhealth/Wildhealth.md | 4 ++ 2 files changed, 51 insertions(+), 10 deletions(-) diff --git a/CustomerNotes/DataSnipper/DataSnipper.md b/CustomerNotes/DataSnipper/DataSnipper.md index b0804b1a..30d29aae 100644 --- a/CustomerNotes/DataSnipper/DataSnipper.md +++ b/CustomerNotes/DataSnipper/DataSnipper.md @@ -1,11 +1,12 @@ # CSM Kick-off (No Patrycja) -## Notes from Charles prior to Meeting: +## Notes from Charles prior to Meeting **DataSnipper** - Intelligence Audit Platform **Current:** Live ILTs (12 Hours per Week) **Pains:** Scale, Timezones, Language, Pace, etc. **Goals:** + - Provide Scalability w/o Adding Team Members - Reduce Manual Hours of Training - Eliminate Discovery of Progress @@ -17,25 +18,22 @@ - Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight) - Webinars will be big component for them tho so just keep in mind - -## Attendees: +## Attendees - Gabriele, Candide, Dirk, Sangeetha, Rachel - -## Teams: +## Teams - A ton of ILTs - Dirk, Candida, Sangeetha, Rachel - all on onboarding learners - Tech-touch approach - Gabriele is siloed, this is for new hires - -## Goals and Info: +## Goals and Info - First users in early October - Data: at least understand how many people are going through the courses - - Data should be available in Hubspot + - Data should be available in Hubspot - They are also looking at CSPs. - Have refined the ILT approach, so they are good at it. - Began with 1:1 training which was too heavy for the team. @@ -47,11 +45,10 @@ - Automation feature is hard to understand. - Everyone is currently getting the same training, but this is a good opportunity to split people up. - ## Where are they? - Where do I fit into implementation and on-going support? - - What's best for Patrycja vs me? When should they go to both? + - What's best for Patrycja vs me? When should they go to both? - Advice on how content is structured - Creating interactive and content that can be scalable - How to sequence the training over time? @@ -60,3 +57,43 @@ DONE: 930 am on Mondays for the standing meeting. - Gab and Dirk talking this week about personas. - One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't! + +## 09/25/2023 + +### Remaining Sync Items + +Communications deep dive - sender address, footers, options, etc. + +- Gabriele's topic +- Communications into two "tracks", and within those tracks there are always two tracks +- Standard onboarding > two macro tracks - high and low performing +- Comms to announce that learners are registered > main POC on client side +- Comms with learners about the registration +- Everything will be triggered based on health --> What does that mean? +- Broad health categories, if a client falls within a range. + +Overview from Dirk: + +- Content furiously being prepared over last week +- Content outlines completed +- Iorad and videos will be completed. +- First course draft will be completed this week. +- Internal testers + Norm + +Remaining Items: +5. Presentations uploaded losing Font formatting, and the page-by-page setting does not seem to set for all users + +- Jost for regularly and Jost Medium for headings. +- Presentation specifically, default to paginate, not scroll. +- Change default functionality. + +* Making a file available in the same page as video activity rather than as separate activity + +- Hubspot link within "additional information" + +ILTs & Timezone + +- Local Timezone not showing + +FEAT: Can activities or sections be leveraged across multiple courses --> Feature Request +In addition: activate or deactivate activities based on a property. diff --git a/CustomerNotes/Wildhealth/Wildhealth.md b/CustomerNotes/Wildhealth/Wildhealth.md index 92d9bf63..4c9dd2dd 100644 --- a/CustomerNotes/Wildhealth/Wildhealth.md +++ b/CustomerNotes/Wildhealth/Wildhealth.md @@ -224,3 +224,7 @@ DONE: Create Assignments Analytics for Google Sheets. have to update them once. Trei on paternity leave until end of September. Analytics changes for 2024. + +## 09/25/2023 + +- custom learning path flows