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DataSnipper Notes

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Norm Rasmussen
2023-09-25 16:59:40 -04:00
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CustomerNotes/DataSnipper/DataSnipper.md
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# CSM Kick-off (No Patrycja) # CSM Kick-off (No Patrycja)
## Notes from Charles prior to Meeting: ## Notes from Charles prior to Meeting
**DataSnipper** - Intelligence Audit Platform **DataSnipper** - Intelligence Audit Platform
**Current:** Live ILTs (12 Hours per Week) **Current:** Live ILTs (12 Hours per Week)
**Pains:** Scale, Timezones, Language, Pace, etc. **Pains:** Scale, Timezones, Language, Pace, etc.
**Goals:** **Goals:**
- Provide Scalability w/o Adding Team Members - Provide Scalability w/o Adding Team Members
- Reduce Manual Hours of Training - Reduce Manual Hours of Training
- Eliminate Discovery of Progress - Eliminate Discovery of Progress
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- Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight) - 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 - Webinars will be big component for them tho so just keep in mind
## Attendees
## Attendees:
- Gabriele, Candide, Dirk, Sangeetha, Rachel - Gabriele, Candide, Dirk, Sangeetha, Rachel
## Teams
## Teams:
- A ton of ILTs - A ton of ILTs
- Dirk, Candida, Sangeetha, Rachel - all on onboarding learners - Dirk, Candida, Sangeetha, Rachel - all on onboarding learners
- Tech-touch approach - Tech-touch approach
- Gabriele is siloed, this is for new hires - Gabriele is siloed, this is for new hires
## Goals and Info
## Goals and Info:
- First users in early October - First users in early October
- Data: at least understand how many people are going through the courses - 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. - They are also looking at CSPs.
- Have refined the ILT approach, so they are good at it. - Have refined the ILT approach, so they are good at it.
- Began with 1:1 training which was too heavy for the team. - Began with 1:1 training which was too heavy for the team.
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- Automation feature is hard to understand. - Automation feature is hard to understand.
- Everyone is currently getting the same training, but this is a good opportunity to split people up. - Everyone is currently getting the same training, but this is a good opportunity to split people up.
## Where are they? ## Where are they?
- Where do I fit into implementation and on-going support? - 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 - Advice on how content is structured
- Creating interactive and content that can be scalable - Creating interactive and content that can be scalable
- How to sequence the training over time? - How to sequence the training over time?
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DONE: 930 am on Mondays for the standing meeting. DONE: 930 am on Mondays for the standing meeting.
- Gab and Dirk talking this week about personas. - 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! - 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.

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CustomerNotes/Wildhealth/Wildhealth.md
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@ -224,3 +224,7 @@ DONE: Create Assignments Analytics for Google Sheets.
have to update them once. have to update them once.
Trei on paternity leave until end of September. Analytics changes for 2024. Trei on paternity leave until end of September. Analytics changes for 2024.
## 09/25/2023
- custom learning path flows