Updated all the notes so my script would pull them automatically without any errors. The script is almost done, but I can't seem to get it to merge all the dictionaries! Those were most of the changes for this commit.
This commit is contained in:
Norm Rasmussen
@ -1,5 +1,9 @@
|
||||
# 4Pillars
|
||||
|
||||
## 05/20/2022
|
||||
|
||||
### First Meeting
|
||||
|
||||
Code igniter information
|
||||
RDS on AWS SQL database
|
||||
|
||||
|
||||
@ -1,16 +1,16 @@
|
||||
# Agriwebb
|
||||
|
||||
|
||||
## 12/1/2022
|
||||
|
||||
### Meeting with Leah re: points in courses
|
||||
|
||||
Salesforce integration not working
|
||||
|
||||
- [X] Check if they have run import
|
||||
|
||||
Last time Eric ran import he got many many errors
|
||||
Import errors from the SFDC side
|
||||
|
||||
## 12/1/2022
|
||||
|
||||
### Meeting with Leah re: points in courses
|
||||
|
||||
Denver Located
|
||||
She wants to try and drive engagement with new customers.
|
||||
New customers have a month to complete the Agriwebb Academy Courses. Say you complete them in the first month, you get 10% off your second year subscription.
|
||||
|
||||
@ -1,9 +1,9 @@
|
||||
# AIIM
|
||||
|
||||
Workflows Demo
|
||||
|
||||
## 10/11/2022
|
||||
|
||||
### Sync with Georgina
|
||||
|
||||
* The user receiving the communications is an ex-employee and that should say it all
|
||||
* They are okay with losing the subscription of that person
|
||||
* Wants to explore workflows
|
||||
|
||||
@ -1,3 +1,5 @@
|
||||
# Artsy
|
||||
|
||||
## 10/19/2022
|
||||
|
||||
* Ellen, Marketplace Support lead
|
||||
|
||||
@ -1,11 +1,13 @@
|
||||
# Blacklane
|
||||
|
||||
## Whos Who
|
||||
## 07/01/2022
|
||||
|
||||
### Whos Who
|
||||
|
||||
- Calum: Content, User journeys
|
||||
- Colin: Might be the same (has covid 7/5)
|
||||
|
||||
## Tasks
|
||||
### Tasks
|
||||
|
||||
- [X] Create Flow Chart of Roles, Courses, NP Definitions etc
|
||||
- [X] Lay out one course per role since we can't hide activities
|
||||
@ -15,11 +17,11 @@
|
||||
- [ ] Go through Master Course and look for holes
|
||||
- [ ] Review
|
||||
|
||||
## Integrations
|
||||
### Integrations
|
||||
|
||||
- Salesforce
|
||||
|
||||
## Genzeral Notes
|
||||
### General Notes
|
||||
|
||||
- currently hosting every module in survey gizmo and intercom
|
||||
- Need to break these down into activities
|
||||
|
||||
@ -2,6 +2,8 @@
|
||||
|
||||
## 10/03/2022
|
||||
|
||||
### First Meeting Takeover from Travis
|
||||
|
||||
* Engineering on Bolt side will have more time to in app experience
|
||||
* Goal for in app by 31 October
|
||||
* Vera to talk about another issue:
|
||||
|
||||
@ -1,6 +1,8 @@
|
||||
# CIBC
|
||||
|
||||
## Categories and Flow
|
||||
## 07/01/2022
|
||||
|
||||
### Categories and Flow
|
||||
|
||||
- Should things be put into epics?
|
||||
- Examples of how something was laid out?
|
||||
@ -8,7 +10,6 @@
|
||||
- For instance, what are preferences. What are push notifications and alerts
|
||||
- Lots of clients are elderly and unaware of these terms
|
||||
- What are savings, checking, etc.
|
||||
-
|
||||
|
||||
[ ] - Find examples of search within the page only
|
||||
[ ] - Submit ticket with Figma files for design changes
|
||||
|
||||
@ -1,241 +0,0 @@
|
||||
# Interview with Erika
|
||||
|
||||
Tough admin, used enablement and creativity to make it work
|
||||
Created multiple workspaces for the users for that account
|
||||
Client's issue was didn't want to manage multiple accounts, had no bandwidth
|
||||
Used teaching to help the customer
|
||||
|
||||
Needier customers were district contracts
|
||||
Gave her her phone number to client who wanted instant communication
|
||||
Setup regular checkins with these accounts
|
||||
More frequent communication for larger clients
|
||||
Tiered system, small team and each person handled almost 700 accounts
|
||||
Just taking the time explain
|
||||
|
||||
Being an AM was her most enjoyable, creative time
|
||||
Tight knit group
|
||||
Constant communication
|
||||
|
||||
Project Question:
|
||||
Go to learning library, resources first
|
||||
See what's available first
|
||||
Try to connect with client and asking more questions
|
||||
Align with them, is there a temporary fix
|
||||
Check in with peers and see if anyone else has faced this issue before
|
||||
Is there a bridge to solve this temporarily
|
||||
Being honest and aligning with the customer
|
||||
Offer to pushback
|
||||
|
||||
Catalyst for CS with client
|
||||
|
||||
|
||||
# Interview with Matt
|
||||
|
||||
|
||||
Works at Proliant
|
||||
The software "leaves a lot to be desired"
|
||||
Doesn't have good developers and it goes offline a few hours each day
|
||||
Service is really good, reps are good
|
||||
But they are always defending product
|
||||
Developers always leave after 3 months, high turn over
|
||||
All payroll companies have a lot of turn over
|
||||
UI/UX isn't great either
|
||||
|
||||
Strong relationship with director
|
||||
|
||||
If Clients are pissed, how do you respond?
|
||||
Answers with a smile and never talks bad about the product or developers
|
||||
Takes on risk with approvals and 2-day turn around time
|
||||
|
||||
Says "I'm going to send you an email by 2pm"
|
||||
|
||||
Has an answer to everything, speaks confidently
|
||||
|
||||
|
||||
Account manager @ ADP/Viventium - Dedicated for the contract length
|
||||
Implementation Specialist - just during implementaiton
|
||||
|
||||
He would try to get someone's attention on skype or zoom to see if someone is online
|
||||
He would apologize to client and say its after hours
|
||||
Would see what he could do - review implementation guide (500 pages)
|
||||
Support Docs
|
||||
Said his current job is he has to figure it out himself
|
||||
He can't contact his manager for every small request
|
||||
Says he is self sufficient
|
||||
After that would contact Service Support Specialist, or his manager
|
||||
"It's all about giving the client something to make some space"
|
||||
|
||||
## Questions for me?
|
||||
One question - what would I say is the biggest challenge? - Punching above our weight class
|
||||
|
||||
# Interview with Egypt
|
||||
|
||||
Meeting at 4:30pm on 7/12/2022
|
||||
Showed up on time
|
||||
Opened with "I love that you have a sense of humor" and aligned
|
||||
Brought up her mother who taught her how to be better and help more people
|
||||
Ambitious, so went for the best hospital in NJ
|
||||
Was in control of success or failure of nurse candidates
|
||||
"It all comes down to the patient experience"
|
||||
Job was to make sure nothing fell through the cracks for the patients
|
||||
|
||||
Now works in corporate and has a steady in-office job
|
||||
|
||||
Accountability is so important, would apologize for the issue
|
||||
Ask if they have submitted tickets, if anything has already been done
|
||||
Actionable goals for the client
|
||||
Fall back on the team
|
||||
** Needs some training on self-resources, google **
|
||||
Would troubleshoot in the manual
|
||||
Check scope of practice
|
||||
|
||||
Was thinking about going to law school
|
||||
She loves helping, which is why she went to healthcare
|
||||
Thinks she is a great facilitator and thrives in the background
|
||||
Found her niche in healthcare
|
||||
Good at communicating
|
||||
|
||||
Wants more control of the customer experience
|
||||
|
||||
## Questions for Me
|
||||
|
||||
Wants to know about the software - what tiers do we have available?
|
||||
What sorts of fires do we put out?
|
||||
How many clients do you manage?
|
||||
How have you or what have you learned is the best approach for when a client comes up for renewal?
|
||||
Curious to know about work life balance - am I satisfied?
|
||||
Looking back at the time on Northpass, what would have I told new hire me?
|
||||
|
||||
# Anthony DeSena
|
||||
* Interview Phone Screen on 8/24/22 at 3:30 pm
|
||||
* Part time Real Estate, Rutgers 2019
|
||||
* BDM functions
|
||||
* Team layoff, old manager brought him to Eden
|
||||
* Client Propspecting at Eden
|
||||
* Really liked relationship maintence, retention
|
||||
* AEE at Eden, going after new accounts or expansion accounts
|
||||
* Introducing Agreement and then helping be successful
|
||||
* Recently 40% of the company was laid off, everyone except him
|
||||
* Eden is going after a new business model
|
||||
|
||||
Metrics:
|
||||
* Quote as Senior BDR - scaled off meetings set and meetings completed
|
||||
* Self-prospecting and pulling in business
|
||||
* 12 meetings completed, 16 set
|
||||
|
||||
Has been wanting to move towards a CS role for the past year.
|
||||
Feels strongest skills are interpersonal skills and having a knack for working with people.
|
||||
Didn't like cut throat and numbers oriented aspects sales
|
||||
|
||||
Clients were surprised when he reached out as they expected the broker and/or BCBS would reach out. Apprehensive clients didn't trust him at first.
|
||||
This all sounds a lot more like Cold Calling
|
||||
|
||||
Active listener, delievered on clients needs instead of barging through
|
||||
|
||||
Eden is direct to employer concierge provider, 24/7 virtual platform
|
||||
Knowleldge of services
|
||||
|
||||
Has been completely remote
|
||||
Remote is perferrable, except for the right opportunity
|
||||
"Not a deal breaker for the right opportunity"
|
||||
Making calls all day in an office "just sucked"
|
||||
|
||||
# Tyler Delao
|
||||
* Interview Phone Screen 8/25/2022 at 12:30pm
|
||||
* Born and Raised in Syracuse
|
||||
* Marketing Coordinator at Keller Williams, 12 agents, helping with agents branding
|
||||
* Only Marketing Employee
|
||||
* Social Chair on Campus
|
||||
* Managed a budget
|
||||
* Sales Associate at Michael's Kohrs
|
||||
* Wants to be prepared for his work, wants clear kpis and metrics
|
||||
* General atmosphere
|
||||
*
|
||||
|
||||
# Kallan Smith
|
||||
* Overview
|
||||
* Enterprise
|
||||
* > $85k
|
||||
* 21 Customers
|
||||
* Discovery Call, Migrations and Configuration
|
||||
* Contract Lifecycle Management system
|
||||
* Custom dashboards and analytics
|
||||
* Authentication SSO
|
||||
* Roll into Onboarding phase - his favorite part
|
||||
* Steep Learning Curve
|
||||
* Procurement and IT groups are next departs that need an account
|
||||
* Has worked with his customers for 2 year +
|
||||
* Lots of platform versions - supporting 5 versions
|
||||
* Moving everyone to their Cloud Version
|
||||
* When he first started:
|
||||
* Was in charge of automating communications
|
||||
* NPS Surveys, Survey Monkey
|
||||
* Automating Salesforce
|
||||
* Improving knowledge transfer
|
||||
* Renewal and New Feature Communications
|
||||
* Intercom
|
||||
* What are you looking for?
|
||||
* Moving away from Legal Tech
|
||||
* Innovative Product
|
||||
* Spends a lot of time solving tickets
|
||||
* Wants to be more proactive
|
||||
|
||||
* Work Setup
|
||||
* Office in NYC closed a few years ago
|
||||
* WeWork that he goes to every other week
|
||||
* If CCO is in town, he'll go in, if London team
|
||||
* Is okay with in office
|
||||
|
||||
* Timeline
|
||||
* Third round with another few companies
|
||||
* Needs 2 weeks notice
|
||||
* Move in September
|
||||
|
||||
* CS Team is the Support Team
|
||||
* Team has tripled in size, 12 total now
|
||||
* 2nd in US
|
||||
* Wants to be as responsive as possible
|
||||
* Lets them know and tries to jump on calls ASAP
|
||||
* Ask a few extra questions
|
||||
* Likes to Document as much as possible
|
||||
* If he can't figure out a quick workaround, will give a timeline and offer a down the road solution
|
||||
* Open lines of communication
|
||||
|
||||
* What does he want to get better at?
|
||||
* Sharper at coding
|
||||
*
|
||||
|
||||
Favorite Projects:
|
||||
* Getting Integrations setup
|
||||
* Likes using API
|
||||
* Did the first salesforce integration
|
||||
* He is basically a DocuSign employee
|
||||
* Did a lot of Javascript, HTML, CSS with EdEx Studio
|
||||
* Inspect Element
|
||||
|
||||
# Brittany Marques
|
||||
* Biggest standouts were how our website talks about employees & clients
|
||||
* Works with "Enterprise" clients. But this could be mom and pop shops (5-10 locations) and some businesses with 100s of locations (MassageEnvy, EuropeanWaxCenter).
|
||||
* Works more in onboarding/implementation than anything else
|
||||
* Is looking for a "new home" and doesn't like to jump around
|
||||
* Wants to do full-cycle, not just onboarding
|
||||
* Wants to see what their clients do in the future and work with them over a longer period of time.
|
||||
* Current job doesn't have a CSM role, it is just Onboarding to Support.
|
||||
* What has kept her there for 7 years?
|
||||
* Has felt the limit of her grown which is why she is looking somewhere else
|
||||
* Leadership cleared house
|
||||
* Are fully remote, company sold the business
|
||||
* Wants to be fully in person
|
||||
* How to find information you don't know
|
||||
* Would research documentation
|
||||
* Research Hubspot and or Slack for similar situations
|
||||
* Look in Ticketing Software
|
||||
* Would get on the phone and call the client
|
||||
* Explain what is happening and say that she doesn't have the tools and will get back to them in the morning.
|
||||
* If the client isn't happy, letting them vent and talk it out
|
||||
* Something listening is the best thing you can do
|
||||
* Bigger Life Goal? Trying to get PMP certified. Prepping for test.
|
||||
* Went to school for Criminal Justice - Wanted to be FBI
|
||||
* At EWC learned the software that she is working for now.
|
||||
* Fell in love with working with clients
|
||||
* MSI remote install of software - takes 3-4 hours
|
||||
@ -8,9 +8,3 @@ Concerned with theming and liquid templates.
|
||||
Total customers with completed: ~31,000
|
||||
Total active: 259 active students
|
||||
Monthly: 750-800
|
||||
|
||||
## 05/24/2023
|
||||
|
||||
### Meeting with Peter
|
||||
|
||||
|
||||
|
||||
@ -1,5 +1,9 @@
|
||||
# Crayon
|
||||
|
||||
## 10/01/2022
|
||||
|
||||
### New Items
|
||||
|
||||
As of tonight
|
||||
Crayon.co/Academy will no longer have a form
|
||||
Crayon.co/Academy/Activator-Course - Form to course url
|
||||
@ -23,7 +27,7 @@ Conor off this Friday
|
||||
|
||||
November Launch of Last Course - Conor's goal
|
||||
|
||||
## Meeting with Will regarding Data flow
|
||||
### Meeting with Will regarding Data flow
|
||||
|
||||
Everything flows into Hubspot
|
||||
But not really into Salesforce
|
||||
|
||||
@ -1,4 +1,7 @@
|
||||
# Dept Agency
|
||||
# Dept Agency
|
||||
|
||||
## 09/15/2022
|
||||
|
||||
Thought Iorad was included, not an additional cost
|
||||
More than one person interpreted as included
|
||||
|
||||
@ -9,7 +12,7 @@ Iorad was a decision factor
|
||||
|
||||
They need it for at least this year
|
||||
|
||||
## Unknown Notes
|
||||
### Unknown Notes
|
||||
|
||||
Pilot Courses: we are working on multiple pilots for training courses on a broad spectrum of topics. As an example, we've started building out a 'PowerBI & Data Insights Introductory course' in our Northpass environment already
|
||||
|
||||
@ -21,26 +24,30 @@ Learning paths and programs to support knowledge journeys, including New Hire On
|
||||
|
||||
Opportunity to host content & events for Employee Resource Communities; to have a shared space for learning and collaborating.
|
||||
|
||||
## 500 Errors
|
||||
From Taylor: The most recent 500 error in the getting started was August 17th at 2pm
|
||||
* [ ] Look up DataDog logs for Talkspace
|
||||
* [ ] Use flashing continue button in the 1099 Getting Started Courses
|
||||
* [ ] Color: FlashSpeed: Course:
|
||||
### 500 Errors
|
||||
|
||||
## Onboarding with BambooHR
|
||||
- Location is a filter in BBHR
|
||||
- Region is custom but not directly filterable, can pull analytics but can't filter
|
||||
- US employees have state-specific courses
|
||||
- Based on location tag in everfi system
|
||||
-
|
||||
Global > Dept > regional > role
|
||||
From Taylor: The most recent 500 error in the getting started was August 17th at 2pm
|
||||
|
||||
* [X] Look up DataDog logs for Talkspace
|
||||
* [X] Use flashing continue button in the 1099 Getting Started Courses
|
||||
* [X] Color: FlashSpeed: Course:
|
||||
|
||||
### Onboarding with BambooHR
|
||||
* Location is a filter in BBHR
|
||||
* Region is custom but not directly filterable, can pull analytics but can't filter
|
||||
* US employees have state-specific courses
|
||||
* Based on location tag in everfi system
|
||||
-
|
||||
|
||||
Global > Dept > regional > role
|
||||
|
||||
Location based Onboarding
|
||||
Role/Dept based Onboarding
|
||||
Role/Dept based Onboarding
|
||||
|
||||
They have a mock up of their design for the page (Figma Mock up)
|
||||
|
||||
## Original Agenda for Account
|
||||
### Original Agenda for Account
|
||||
|
||||
* Events: workshops or presentations with a live audience (in two forms: with limited and unlimited seating)
|
||||
* Recordings: recorded videos from previous workshops or presentations that can be viewed at any moment
|
||||
Compliance: mandatory courses on topics like Data Security or Workplace Inclusivity through our provider Everfi. Regarding their output, I was able to find on their help-centre that they use SCORM 1.2 & SCORM 2004 (3rd edition).
|
||||
@ -49,42 +56,45 @@ Compliance: mandatory courses on topics like Data Security or Workplace Inclusiv
|
||||
* Onboarding: this learning path for new employees would be a combination of all of the elements above. New starters would walk through several courses on e.g. our Code of Conduct, watch recorded videos introducing them to several worklife aspects & sign-up for live workshops with other new starters
|
||||
* Learning paths and programs to support knowledge journeys, including New Hire Onboarding, New Agency Onboarding, New Leader Development, etc.
|
||||
* Opportunity to host content & events for Employee Resource Communities; to have a shared space for learning and collaborating.
|
||||
* ERC Custom Page with categories for each department
|
||||
* Sub pages of custom pages?
|
||||
* ERC Custom Page with categories for each department
|
||||
* Sub pages of custom pages?
|
||||
* Using ILTs dummy pre launch
|
||||
|
||||
## 10/13/2022
|
||||
## 10/13/2022
|
||||
|
||||
* Adding people to Google event via Workato
|
||||
* Bas to create a fake google account (events@deptagency.com)
|
||||
* Bas to create a fake google account (<events@deptagency.com>)
|
||||
* Password is shared to Patrycja, she authenticates in Workato
|
||||
* Northpass will then auto create the events and add people
|
||||
* Accounts are "dedicated" and tied to his personal accounts
|
||||
* If there is no event in Google, but it exists in Northpass, Workato will create the event. Amazing enhancement.
|
||||
* Northpass will then auto create the events and add people
|
||||
* Accounts are "dedicated" and tied to his personal accounts
|
||||
* If there is no event in Google, but it exists in Northpass, Workato will create the event. Amazing enhancement.
|
||||
|
||||
### Updates for getting to launch
|
||||
|
||||
* Bas is getting the ok for a pilot and to launch!
|
||||
* A specific country - Netherlands, 800 employees, the biggest - is willing to be the first to publish and work with a launch
|
||||
* Setting goals & resources
|
||||
* He spoke to HR director about budgets and what time and resources they have - sometime within the next 2 weeks.
|
||||
* He demoed the system and they were enthusiastic
|
||||
* Setting goals & resources
|
||||
* He spoke to HR director about budgets and what time and resources they have - sometime within the next 2 weeks.
|
||||
* He demoed the system and they were enthusiastic
|
||||
* Manager access & Admin, is not possible via API, so don't give anyone manager access just now
|
||||
* He said people may need to be changed access on almost daily basis.
|
||||
* Hopefully in Q1 we can create a new endpoint
|
||||
* 3 Admins from the Netherlands team that will be creating content, managing data, & creating ILTs
|
||||
* No need to push people along, so we just need to wait on Netherlands HR.
|
||||
* He said people may need to be changed access on almost daily basis.
|
||||
* Hopefully in Q1 we can create a new endpoint
|
||||
* 3 Admins from the Netherlands team that will be creating content, managing data, & creating ILTs
|
||||
* No need to push people along, so we just need to wait on Netherlands HR.
|
||||
|
||||
## 10/25/2022
|
||||
|
||||
* Bas leaving Dept
|
||||
* Last day is November 11th
|
||||
* Bas to intro Copita and other new PMs for this project.
|
||||
* Bas has meetings this week for usage and Pilot in Netherlands
|
||||
* Lost his trust in the Netherlands people to actually implement it
|
||||
* He will be discussing with global management this week to get them to use Northpass for content.
|
||||
* They have begun working lightly with it, but he is trying to get them to rely on it more.
|
||||
* Netherlands is 700 employees, Global is project focused, currently for 2 projects, ~60 users.
|
||||
* [ ] Norm to reach out to certain people to make our name known around the org. Bas may help us to make intros.
|
||||
* Treat Dept like a teenager.
|
||||
* Last two things Bas wants us to keep in mind:
|
||||
* He has full access to the email & password for the Google Calendar integration. He is waiting on a confirmation from IT before handing it over.
|
||||
* How and when to roll Northpass out for smaller projects. How to treat access for managers and admins?
|
||||
* Meeting for next week: can we move to 11am to accomodate Kopita, who is PST.
|
||||
* Bas to intro Copita and other new PMs for this project.
|
||||
* Bas has meetings this week for usage and Pilot in Netherlands
|
||||
* Lost his trust in the Netherlands people to actually implement it
|
||||
* He will be discussing with global management this week to get them to use Northpass for content.
|
||||
* They have begun working lightly with it, but he is trying to get them to rely on it more.
|
||||
* Netherlands is 700 employees, Global is project focused, currently for 2 projects, ~60 users.
|
||||
* [ ] Norm to reach out to certain people to make our name known around the org. Bas may help us to make intros.
|
||||
* Treat Dept like a teenager.
|
||||
* Last two things Bas wants us to keep in mind:
|
||||
* He has full access to the email & password for the Google Calendar integration. He is waiting on a confirmation from IT before handing it over.
|
||||
* How and when to roll Northpass out for smaller projects. How to treat access for managers and admins?
|
||||
* Meeting for next week: can we move to 11am to accommodate Kopita, who is PST.
|
||||
|
||||
@ -1,47 +1,51 @@
|
||||
# DoorDash
|
||||
|
||||
## 11/14/2022
|
||||
### Notes from Travis Meeting
|
||||
|
||||
### Notes from Travis Meeting
|
||||
|
||||
* Jonathan Coath, Dan R, Shawn master
|
||||
* Main goal is to brainstorm.
|
||||
* As DD goes into Annual Planning, they try to document the entire dasher flow as a one-source-of-truth document.
|
||||
* Need to perform the same excercise here.
|
||||
* They will show us the entire flow and then go screen by screen, analyzing each portion.
|
||||
* As DD goes into Annual Planning, they try to document the entire dasher flow as a one-source-of-truth document.
|
||||
* Need to perform the same excercise here.
|
||||
* They will show us the entire flow and then go screen by screen, analyzing each portion.
|
||||
*Structure of signup flow*
|
||||
* App submit:
|
||||
* Give their name & password plus info
|
||||
* Choose vehicle transport
|
||||
* Confirm ID
|
||||
* Background check
|
||||
* Final step: active and can dash, they consume education
|
||||
* Open to any feedback, even if a "page is weird" or has strange formatting.
|
||||
* Dasher.doordash.com/en-us is the landing page to get them to dash.
|
||||
* Any education resources along the app submit process?
|
||||
* DoorDash's philosophy: people are task oriented, so they just have to get through the first stage.
|
||||
* Beyond that, they want to drive urgency and excitement.
|
||||
* In the signup flow, they get more questions from certain people and the vehicle they choose.
|
||||
* Motor Vehicle has a lot more questions and background checks.
|
||||
* The approval process in DD app is fairly instantaneous
|
||||
* Give their name & password plus info
|
||||
* Choose vehicle transport
|
||||
* Confirm ID
|
||||
* Background check
|
||||
* Final step: active and can dash, they consume education
|
||||
* Open to any feedback, even if a "page is weird" or has strange formatting.
|
||||
* Dasher.doordash.com/en-us is the landing page to get them to dash.
|
||||
* Any education resources along the app submit process?
|
||||
* DoorDash's philosophy: people are task oriented, so they just have to get through the first stage.
|
||||
* Beyond that, they want to drive urgency and excitement.
|
||||
* In the signup flow, they get more questions from certain people and the vehicle they choose.
|
||||
* Motor Vehicle has a lot more questions and background checks.
|
||||
* The approval process in DD app is fairly instantaneous
|
||||
* There are some cases where people have to wait for 24-48 hours for manual review
|
||||
* Manual approval rate is pretty high
|
||||
* That wait screen just shows an FAQ link, why not send them to a group of resources/courses?
|
||||
* That wait screen just shows an FAQ link, why not send them to a group of resources/courses?
|
||||
|
||||
#### **The Background Check Flow has the biggest room for opportunity**
|
||||
|
||||
* The Application Processing Screen is a backend check for SSN validity, etc. Usually quick, under 30 seconds
|
||||
* May take 5 minutes in some cases.
|
||||
* BCC flow has *much* lower follow through numbers - 50-70%.
|
||||
* Their goal is "first seven day hours"
|
||||
* "They" don't like the mess up the flow.
|
||||
* Jonathan's team is adding some ? in the screens for people to look for help and resources
|
||||
* There is then the "excitement" screen, and at this people, a dasher is good to start dashing.
|
||||
* Then comes the Bank Account addition step for them to add how they want to get paid.
|
||||
* One thing they are considering is encouraging users to download the app earlier and do the signup process within the app.
|
||||
* First education content is "Increase Customer Rating to Earn More" screen.
|
||||
* BCC flow has *much* lower follow through numbers - 50-70%.
|
||||
* Their goal is "first seven day hours"
|
||||
* "They" don't like the mess up the flow.
|
||||
* Jonathan's team is adding some ? in the screens for people to look for help and resources
|
||||
* There is then the "excitement" screen, and at this people, a dasher is good to start dashing.
|
||||
* Then comes the Bank Account addition step for them to add how they want to get paid.
|
||||
* One thing they are considering is encouraging users to download the app earlier and do the signup process within the app.
|
||||
* First education content is "Increase Customer Rating to Earn More" screen.
|
||||
|
||||
There's another section that they feel like they haven't nailed which is the first dash experience and education portal.
|
||||
Where are the "Start Dash" and "Accept an Order" pages built? Natively in DoorDash.
|
||||
Northpass could be the infrastructure and replace what was built by the team.
|
||||
Quick, bite-sized video content is by far the most successful.
|
||||
Potentially, Northpass analytics will be more accurate than their inhouse built stuff.
|
||||
There's another section that they feel like they haven't nailed which is the first dash experience and education portal.
|
||||
Where are the "Start Dash" and "Accept an Order" pages built? Natively in DoorDash.
|
||||
Northpass could be the infrastructure and replace what was built by the team.
|
||||
Quick, bite-sized video content is by far the most successful.
|
||||
Potentially, Northpass analytics will be more accurate than their inhouse built stuff.
|
||||
|
||||
What Travis isn't seeing from the demo is a more emotional "here's how you're feeling, and here's how we can help."
|
||||
It's very task-oriented, not person oriented. They need to inject some learning that is more oriented towards the dasher's anxiety and feelings about their first dash.
|
||||
It's very task-oriented, not person oriented. They need to inject some learning that is more oriented towards the dasher's anxiety and feelings about their first dash.
|
||||
|
||||
@ -1,12 +1,16 @@
|
||||
# DoubleVerify
|
||||
|
||||
## 07/01/2022
|
||||
|
||||
### Data requests
|
||||
|
||||
- google sheets formula to add True/False to a cell if previous cell has a DV email or not - =IF(REGEXMATCH(B4, "@doubleverify"), True, False)
|
||||
- Request from Rachel for Custom Report via Looker
|
||||
· Date Range: Last 30 Days
|
||||
· Learner Name
|
||||
· Learner Name
|
||||
· Learner Email (please exclude anyone with an @doubleverify.com email address – looking for non-DV team members only)
|
||||
· Course Progress
|
||||
· Course Name
|
||||
· Course Progress
|
||||
· Course Name
|
||||
|
||||
## 7/14/2022
|
||||
|
||||
@ -139,4 +143,5 @@ DONE: Ask Charlie for Course CSV (Just like Walmart) - Do it for BOTH academies,
|
||||
## 03/02/2023
|
||||
|
||||
### Data Extract Inquiry
|
||||
|
||||
DONE: Can we export all quiz data - questions and answers?
|
||||
|
||||
@ -1,49 +1,59 @@
|
||||
# Douglas Elliman
|
||||
|
||||
## 08/15/2022
|
||||
|
||||
### Odds and Ends
|
||||
|
||||
Current Issues:
|
||||
* Videos would stop
|
||||
* Lots of people stuck at 17-18%
|
||||
* Charlie figured out workaround via Wistia
|
||||
* Videos just stopped? DE would have to reset everyone
|
||||
* This training is necessary for Audit.
|
||||
* Videos just stopped? DE would have to reset everyone
|
||||
* This training is necessary for Audit.
|
||||
* They don't feel self-reliant or self-sufficient
|
||||
* Feels like digging out of a hole
|
||||
|
||||
## 9/27/2022
|
||||
|
||||
* How many people are retaking courses?
|
||||
### Analytics Questions & Completions
|
||||
|
||||
* How many people are retaking courses?
|
||||
* Back in 2021, she hadn't completed mandatory courses
|
||||
* Left and came back, but had restricted access
|
||||
* Is this unique or common? - Very Unique
|
||||
* IT gave her 48 hours to complete courses, so she and her manager was freaking out
|
||||
* Left and came back, but had restricted access
|
||||
* Is this unique or common? - Very Unique
|
||||
* IT gave her 48 hours to complete courses, so she and her manager was freaking out
|
||||
* Will begin kicking off 2022 mandatory courses
|
||||
* October 1st, kicking it off
|
||||
* October 1st, kicking it off
|
||||
* Agents have 1 month to complete the mandatory training
|
||||
* Then managers get involved, especially if agents dont complete it
|
||||
* Restrict access if incomplete
|
||||
* They need the new inactivity nudge to list ALL courses that they have been inactive for
|
||||
* They are receiving a lot of questions from agents about WHICH courses they need to complete
|
||||
* Then managers get involved, especially if agents dont complete it
|
||||
* Restrict access if incomplete
|
||||
* They need the new inactivity nudge to list ALL courses that they have been inactive for
|
||||
* They are receiving a lot of questions from agents about WHICH courses they need to complete
|
||||
* Kathleen on PTO next week. 10/2/-10/7
|
||||
|
||||
## 10/18/2022
|
||||
|
||||
* Spent her PTO in Ireland. It was her 4th trip there and has ancestry for Ireland. Her mom has dual-citizenship.
|
||||
* Received an update regarding inacitivity nudge bug and that everything is working now.
|
||||
* She wants to setup specific inacitivity nudges for specific courses.
|
||||
* Forwarded me an example email to use the copy in Northpass comms.
|
||||
* Ask Marek - how to access properties? Can we change the hyperlink highlight color to the brand's colors? Also ask if we can remove the "and x number of courses more".
|
||||
* Want better certificates. It takes Kathleen a lot of time to find, download, and send.
|
||||
### Comms
|
||||
|
||||
* Spent her PTO in Ireland. It was her 4th trip there and has ancestry for Ireland. Her mom has dual-citizenship.
|
||||
* Received an update regarding inacitivity nudge bug and that everything is working now.
|
||||
* She wants to setup specific inacitivity nudges for specific courses.
|
||||
* Forwarded me an example email to use the copy in Northpass comms.
|
||||
* Ask Marek - how to access properties? Can we change the hyperlink highlight color to the brand's colors? Also ask if we can remove the "and x number of courses more".
|
||||
* Want better certificates. It takes Kathleen a lot of time to find, download, and send.
|
||||
* Either when they click a completed course, be brought to cert, or have a certs page with all cert links they have accomplished.
|
||||
* Charlie is working on managers that can be pulled into a report? She wants to easily filter and see who the person's manager is so that Kathleen can inform the manager of who hasn't completed a mandatory training. This is from the end of September.
|
||||
* Charlie is working on managers that can be pulled into a report? She wants to easily filter and see who the person's manager is so that Kathleen can inform the manager of who hasn't completed a mandatory training. This is from the end of September.
|
||||
|
||||
## 11/29/2022
|
||||
|
||||
Reports are not showing what she needs. Reuben Riviera says as not completed, but did complete it on Oct 4th.
|
||||
She wants to setup meeting today before 3pm, with Jeff. 1pm.
|
||||
She is trying to see everyone who hasn't completed the Cybersecurity Course so she can restrict their access.
|
||||
What she is doing: pulling MCA for this course, for this entire year, for anyone at 99% or less. Downloads as CSV, she then does an excel filter to remove duplicates. People have multiple emails, which is an issue.
|
||||
Last week, she had 110 people in the report, this week she had 210.
|
||||
People showed up on Monday but didn't show up last week.
|
||||
Other issue: duplicate emails with inactive emails, but they completed it with their active email.
|
||||
### Incorrect Reporting
|
||||
|
||||
Austin's last convo with Michael McCormick was at 11am last Wednesday, November 23rd. Michael said he was going to send the changed data to Zack to look over this. It is retrieving data from the API endpoints.
|
||||
Reports are not showing what she needs. Reuben Riviera says as not completed, but did complete it on Oct 4th.
|
||||
She wants to setup meeting today before 3pm, with Jeff. 1pm.
|
||||
She is trying to see everyone who hasn't completed the Cybersecurity Course so she can restrict their access.
|
||||
What she is doing: pulling MCA for this course, for this entire year, for anyone at 99% or less. Downloads as CSV, she then does an excel filter to remove duplicates. People have multiple emails, which is an issue.
|
||||
Last week, she had 110 people in the report, this week she had 210.
|
||||
People showed up on Monday but didn't show up last week.
|
||||
Other issue: duplicate emails with inactive emails, but they completed it with their active email.
|
||||
|
||||
Austin's last convo with Michael McCormick was at 11am last Wednesday, November 23rd. Michael said he was going to send the changed data to Zack to look over this. It is retrieving data from the API endpoints.
|
||||
|
||||
@ -1,6 +1,6 @@
|
||||
# Flink
|
||||
|
||||
## Old Notes without Dates
|
||||
## 06/15/2022
|
||||
|
||||
### Tasks(old)
|
||||
|
||||
@ -403,3 +403,4 @@ Main goal is to boost conversion but they have some limiting factors. They need
|
||||
stable experience.
|
||||
|
||||
Timeline: the sooner the better. Everything *should* be ready before end of March.
|
||||
|
||||
|
||||
@ -54,6 +54,8 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
|
||||
|
||||
## 10/03/2022
|
||||
|
||||
### Design Changes
|
||||
|
||||
* Make lessons on cards clickable - should enter course overview page.
|
||||
* [ ] CTA button on overview page - back to courses?
|
||||
* On homepage too: add sub navigation - home, dashboard, catalog
|
||||
@ -75,6 +77,8 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
|
||||
|
||||
## 10/02/2022
|
||||
|
||||
### Best Practices
|
||||
|
||||
* Wants to hear best practices on:
|
||||
* AppCues Cadence
|
||||
* Best time to share courses in product
|
||||
@ -94,6 +98,8 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
|
||||
|
||||
## 10/17/2022
|
||||
|
||||
### Additional Reports
|
||||
|
||||
* Erin needs reports by tomorrow 10/18
|
||||
* Wants to see:
|
||||
* Who has finished a course
|
||||
|
||||
@ -1,5 +1,9 @@
|
||||
# H1
|
||||
|
||||
## 08/01/2022
|
||||
|
||||
### General Check in & ongoing issues
|
||||
|
||||
- Open Access might solve some of their issues
|
||||
- Reconsidering their relationship with Okta
|
||||
- Okta tripled their cost and doubled the per person cost
|
||||
@ -40,7 +44,7 @@ Data that's important:
|
||||
- Are ppl using a specific search more than others
|
||||
- Favorite trick - ask for time on a team meeting
|
||||
- Aggregate Support Article metrics
|
||||
- Divide stakeholder relatinoships -
|
||||
- Divide stakeholder relationships -
|
||||
- Tech team
|
||||
- Neuro team
|
||||
- Imp owns Tech relationship
|
||||
|
||||
@ -30,6 +30,8 @@
|
||||
|
||||
## 11/15/2022
|
||||
|
||||
### Jeremiah's Concerns with Internal Academy
|
||||
|
||||
They haven't debuted the academy as a point of leverage for their customers
|
||||
Jeremiah has had to shut down conversations with customers because of this reporting.
|
||||
He can't even report on his own employees
|
||||
|
||||
@ -1,24 +1,27 @@
|
||||
# Happy Culture
|
||||
|
||||
## 11/4/2022
|
||||
|
||||
### Conversation with Justine regarding Contract
|
||||
|
||||
* They are heavily funded by the Canandian Government
|
||||
* FY is April - March
|
||||
* Gov't was very forgiving during the pandemic
|
||||
* This year, they are not funding any training _unless_ there is a mechanism for immedieate feedback
|
||||
* HC also invested a lot of money on content creation, videographers, etc.
|
||||
* As such, will not be renewing with Northpass.
|
||||
* As such, will not be renewing with Northpass.
|
||||
* They need to convert all their stuff into man power, which is less profitable
|
||||
* This is challenging their structure and profitability
|
||||
* They need to prove to clients that within a year, they will reach their ROI for the training
|
||||
* They need to prove to clients that within a year, they will reach their ROI for the training
|
||||
|
||||
* What's covered and what isn't by the Government:
|
||||
* 20 people in training
|
||||
* HC charges 12 hours of online training, for example
|
||||
* The only way that is covered if the 20 people are together, watching together, providing feedback to each other.
|
||||
* But that 12 hour could only be charged once. So it would have to be a 12 hour sitting.
|
||||
* Then each 20 would have to book with the instructors for 1:1 coaching
|
||||
* That would be a ton of hours per employee, a huge sunk cost
|
||||
* 20 people in training
|
||||
* HC charges 12 hours of online training, for example
|
||||
* The only way that is covered if the 20 people are together, watching together, providing feedback to each other.
|
||||
* But that 12 hour could only be charged once. So it would have to be a 12 hour sitting.
|
||||
* Then each 20 would have to book with the instructors for 1:1 coaching
|
||||
* That would be a ton of hours per employee, a huge sunk cost
|
||||
|
||||
* How are they going to change their business model?
|
||||
* 2k per head, minimum 10 people clients
|
||||
* Break that 2k into small chunks and charge x * 10 or *20 depending on the number of people
|
||||
|
||||
* 2k per head, minimum 10 people clients
|
||||
* Break that 2k into small chunks and charge x *10 or*20 depending on the number of people
|
||||
|
||||
@ -1,96 +1,104 @@
|
||||
# Hello Insight
|
||||
|
||||
## 7/12/22
|
||||
|
||||
### Kick off Call Notes
|
||||
|
||||
Paula is main POC
|
||||
"Fastest purchase of a new platform"
|
||||
|
||||
## 7/12/22
|
||||
### Kick off Call Notes
|
||||
- Paula: admin, poc, content and structure of groups. main admin
|
||||
- Paula: admin, poc, content and structure of groups. main admin
|
||||
- Tim: Product, overall strategy, creating space for Andres (Designer)
|
||||
- Andres: Product Designer, UI and design, aligns with brand guidelines, working without engineering team
|
||||
- Andres: Product Designer, UI and design, aligns with brand guidelines, working without engineering team
|
||||
- Jaime: Front end developer, main features of front end of application
|
||||
- Daniel: Engineering Director, SSO, support for engineering
|
||||
- Daniel: Engineering Director, SSO, support for engineering
|
||||
|
||||
Paula's priority is to get it up and running, she wants to migrate content
|
||||
Integration and Working the way they want to
|
||||
Integration and Working the way they want to
|
||||
|
||||
Phase 1: End of Phase 1 should be top level nav with a user logged in should see dashboard, reports, etc.
|
||||
Learning Center > Northpass > Resources
|
||||
View port is something to deal with
|
||||
Out of the box UX, then determine what layers need to go in there
|
||||
Mid to late September is Phase 1 - Early October is when users will be onboarded
|
||||
Phase 1 UX: Login to HI and they are on their dashboard, top level nav is still in HI
|
||||
Click Learning, Active State indicator,
|
||||
Learning should be accessible to non-members
|
||||
Learning Center > Northpass > Resources
|
||||
View port is something to deal with
|
||||
Out of the box UX, then determine what layers need to go in there
|
||||
Mid to late September is Phase 1 - Early October is when users will be onboarded
|
||||
Phase 1 UX: Login to HI and they are on their dashboard, top level nav is still in HI
|
||||
Click Learning, Active State indicator,
|
||||
Learning should be accessible to non-members
|
||||
|
||||
Is HI an identity provider? They store passwords in postgres, unsure about SSO/IDP
|
||||
Self sign up users need access to learners
|
||||
Self sign up users need access to learners
|
||||
|
||||
Paula's plans to get content: they have courses and PPTs, recorded PPTs and videos
|
||||
They have placeholders to throw in there
|
||||
On launch, some basic courses, 2-6 courses
|
||||
LMS system with just "getting started" "plan your journey" etc.
|
||||
While those get up and running she will start to populate with deeper content
|
||||
What courses support the user's journey in the platform?
|
||||
Paula's plans to get content: they have courses and PPTs, recorded PPTs and videos
|
||||
They have placeholders to throw in there
|
||||
On launch, some basic courses, 2-6 courses
|
||||
LMS system with just "getting started" "plan your journey" etc.
|
||||
While those get up and running she will start to populate with deeper content
|
||||
What courses support the user's journey in the platform?
|
||||
Categories and Subcategories
|
||||
Role, member journey, group, contract, etc
|
||||
Role, member journey, group, contract, etc
|
||||
|
||||
*Design/Andres:*
|
||||
Needs to design the things that will be added to Northpass
|
||||
Strokes, columns, etc
|
||||
Needs to design the things that will be added to Northpass
|
||||
Strokes, columns, etc
|
||||
They want to make sure that what the "headless" look and feel like
|
||||
|
||||
Phase 2: taking certain components out of Northpass and then embedding into Hello Insight experience
|
||||
|
||||
Tim: Next week is a big SSO hand-off tech week for HI
|
||||
Tim: Next week is a big SSO hand-off tech week for HI
|
||||
Design and elements need to be understood
|
||||
Paula needs to chat with design
|
||||
Paula needs to chat with design
|
||||
|
||||
Paula:
|
||||
Paula:
|
||||
What are our options to give people a bunch of downloadable PDFs?
|
||||
How about a course with just a single video?
|
||||
What options do we have?
|
||||
Share some examples
|
||||
How about a course with just a single video?
|
||||
What options do we have?
|
||||
Share some examples
|
||||
|
||||
Include Andres with any Paula conversation
|
||||
Include Andres with any Paula conversation
|
||||
|
||||
## 07/18/2022
|
||||
### Content Creation
|
||||
- For today, how we need to think about how our sight looks and feels
|
||||
- Suggestions and best practices
|
||||
- Design should be full embed - the entire site into their app
|
||||
|
||||
### Content Creation
|
||||
|
||||
- For today, how we need to think about how our sight looks and feels
|
||||
- Suggestions and best practices
|
||||
- Design should be full embed - the entire site into their app
|
||||
- Then we will do micro-embeds, small portions in their site
|
||||
Andres: in the beginning, have it right away
|
||||
Division of labor between Northpass design and Hello designs
|
||||
Andres works with us on wireframe
|
||||
Andres: in the beginning, have it right away
|
||||
Division of labor between Northpass design and Hello designs
|
||||
Andres works with us on wireframe
|
||||
|
||||
Questions from Andres:
|
||||
- Next meeting, map out content and user flow what tools do we use? Figma? Draw.io (I suggested figma)
|
||||
- Trying to incentivize the users engagement in the learning center
|
||||
- Trying to incentivize the users engagement in the learning center
|
||||
- Ideally show "another person completed this course" - can we pull from a table of names?
|
||||
- Mapping the content in the experience? Similar to Skuid Experience
|
||||
- [X] Send webSDKs, embed, webhook, and documentation
|
||||
- Mapping the content in the experience? Similar to Skuid Experience
|
||||
|
||||
- [X] Send webSDKs, embed, webhook, and documentation
|
||||
|
||||
### Content And Creation
|
||||
* [ ] They want a recommendation engine
|
||||
* [ ] Search bar is important to show first
|
||||
* [ ] They want a saving mechanism - under your courses, there would be a "saved" option
|
||||
|
||||
After onboarding experience, they will likely not enroll everyone into course. So enrolled would be the same as saved
|
||||
- [ ] They want a recommendation engine
|
||||
- [ ] Search bar is important to show first
|
||||
- [ ] They want a saving mechanism - under your courses, there would be a "saved" option
|
||||
|
||||
After onboarding experience, they will likely not enroll everyone into course. So enrolled would be the same as saved
|
||||
They also want "time left" in the page (not really possible)
|
||||
|
||||
List of recommended courses - could this be categories?
|
||||
|
||||
Modality - information architecture of courses
|
||||
Modality - information architecture of courses
|
||||
- Live, On-Demand, Mixed (or Blended)
|
||||
- Schedule, Timedate, Timezone
|
||||
- Some clients request a live learning opportunity
|
||||
- Schedule, Timedate, Timezone
|
||||
- Some clients request a live learning opportunity
|
||||
- Phase 1 - back burner
|
||||
Availability (Blocked, Active, Full/Invisible) should also be part of the course struture
|
||||
Pre-Requisites
|
||||
|
||||
## 8/22/22
|
||||
### Content with Paula and Andres
|
||||
|
||||
### Content with Paula and Andres
|
||||
|
||||
- Andres knows where everything will be embedded in the marketing sight
|
||||
- He presented a medium type prototype
|
||||
- Featured courses: want to show a current, last enrolled current
|
||||
@ -100,28 +108,31 @@ Pre-Requisites
|
||||
- They want to show how much time is left - can we change it to percentage?
|
||||
|
||||
### Tim/Austin & Authentication Meeting
|
||||
* Everything will be delayed by a week.
|
||||
* Notion [Link](https://hello-insight.notion.site/NP-Proof-of-Concept-2357d6a1378a4dcdbe9bf77d95e73e6c) for proof of concept.
|
||||
* AAs & PAs are different users they have
|
||||
|
||||
* Everything will be delayed by a week.
|
||||
* Notion [Link](https://hello-insight.notion.site/NP-Proof-of-Concept-2357d6a1378a4dcdbe9bf77d95e73e6c) for proof of concept.
|
||||
* AAs & PAs are different users they have
|
||||
* Different accessibility for each type of user
|
||||
* Users within an organization account
|
||||
* Users within an organization account
|
||||
* MAIN: Users should not be seeing any default Northpass pages (login, enrollment emails, etc)
|
||||
|
||||
## 09/13/2022
|
||||
* Hours Estimates
|
||||
* They want estimates of how long eerything will take to build it all for the MVP
|
||||
* Then we will decide how everything should be split up
|
||||
* They don't want to burn through all 48 hours.
|
||||
* API work will also take some hours
|
||||
* Font Awesome icons via property to update on their own
|
||||
|
||||
* HOURS NEEDED:
|
||||
* Templates Design: 6 hours
|
||||
* Properties & Logic (ie. static completions): 3 hours
|
||||
* LX Design: 8 with quiz styling
|
||||
* LX Quiz:HARD NO SAYS KAITLYN TBD
|
||||
|
||||
- Hours Estimates
|
||||
- They want estimates of how long eerything will take to build it all for the MVP
|
||||
- Then we will decide how everything should be split up
|
||||
- They don't want to burn through all 48 hours.
|
||||
- API work will also take some hours
|
||||
- Font Awesome icons via property to update on their own
|
||||
|
||||
- HOURS NEEDED:
|
||||
- Templates Design: 6 hours
|
||||
- Properties & Logic (ie. static completions): 3 hours
|
||||
- LX Design: 8 with quiz styling
|
||||
- LX Quiz:HARD NO SAYS KAITLYN TBD
|
||||
|
||||
### NP Proof of Concept
|
||||
|
||||
As a software engineer, I want to implement a proof of concept integration of Northpass, so that I can better understand the effort level required to build the basic functionality necessary for Q1 2022/23 as well as test some functionality that will be implemented in Q2 and beyond.
|
||||
|
||||
**[Prototype](https://www.figma.com/proto/TuxFyrXNmk7NnNy1SuWAJ0/LMS?page-id=113%3A859&node-id=158%3A3801&viewport=708%2C281%2C0.25&scaling=min-zoom)**
|
||||
@ -137,26 +148,32 @@ As a software engineer, I want to implement a proof of concept integration of No
|
||||
- NP components should be embeddable in other parts of Hello Insight, and users’ interaction with those components should be traced in NP and counted towards course completion as necessary.
|
||||
|
||||
## 09/21/2022
|
||||
|
||||
### Design Showcase Meeting 1
|
||||
* Their site is not mobile friendly
|
||||
* No need to do mobile view code for the time being
|
||||
* HI app is usable down to a portrait or landscape size
|
||||
* Question about QA
|
||||
* What system or process do we use for QA?
|
||||
* We will use Notion via HI to get feedback during QA process
|
||||
* They will need a script to create each person who is in the HI app?
|
||||
* No, we will let them create themselves so we have accurate representation of who is clicking on the academy on their own
|
||||
* Austin has considerations:
|
||||
* Featured Courses & Learning Paths - Ask Paula and Andres
|
||||
* In the future, featured courses will depend on data from the HI app
|
||||
* Is not mobile optimized just yet (no problem)
|
||||
* Tim - consideration about next quarter
|
||||
* Does it make sense that when a user is logging in to HI, they click Academy, will it remember progress and users name? Yes.
|
||||
*
|
||||
|
||||
- Their site is not mobile friendly
|
||||
- No need to do mobile view code for the time being
|
||||
- HI app is usable down to a portrait or landscape size
|
||||
- Question about QA
|
||||
- What system or process do we use for QA?
|
||||
- We will use Notion via HI to get feedback during QA process
|
||||
- They will need a script to create each person who is in the HI app?
|
||||
- No, we will let them create themselves so we have accurate representation of who is clicking on the academy on their own
|
||||
- Austin has considerations:
|
||||
- Featured Courses & Learning Paths - Ask Paula and Andres
|
||||
- In the future, featured courses will depend on data from the HI app
|
||||
- Is not mobile optimized just yet (no problem)
|
||||
- Tim - consideration about next quarter
|
||||
- Does it make sense that when a user is logging in to HI, they click Academy, will it remember progress and users name? Yes.
|
||||
*
|
||||
|
||||
### NEW Launch
|
||||
|
||||
* September 28th - Full Launch w/ Campaign
|
||||
|
||||
## 10/11/2022
|
||||
* How do others use company for marketing funnel?
|
||||
* Expect a discussion in a month that talks about how to create users from HI, api calls, limited delays. etc.
|
||||
|
||||
### Marketing Discussion
|
||||
|
||||
- How do others use company for marketing funnel?
|
||||
- Expect a discussion in a month that talks about how to create users from HI, api calls, limited delays. etc.
|
||||
|
||||
@ -32,6 +32,8 @@ Status is they are mapping out and deciding what Northpass involvment should be
|
||||
|
||||
## 10/05/2022
|
||||
|
||||
### Candidate Flow
|
||||
|
||||
* Candidate should go into app and complete training and courses in NP
|
||||
* How to setup rules? Where?
|
||||
* Linda understood this was done in Hubspot
|
||||
@ -79,7 +81,7 @@ Status is they are mapping out and deciding what Northpass involvment should be
|
||||
|
||||
* They are not sure about the Miro graphic
|
||||
|
||||
# Feature Requests
|
||||
### Feature Requests
|
||||
|
||||
|**Request**|**Date** | **Product/PM** |
|
||||
|---------|------|------------|
|
||||
|
||||
@ -1,6 +1,8 @@
|
||||
# JJSV
|
||||
|
||||
## Todos
|
||||
## 06/18/2022
|
||||
|
||||
### Todos
|
||||
|
||||
- [X] Channel Cards should say 33% viewed not complete
|
||||
- [X] Add timing to activity titles (Melinda)
|
||||
@ -14,12 +16,12 @@
|
||||
- [X] Remove Zero_course function/codeblock
|
||||
- [X] Add copy and all contents to footer
|
||||
- [X] Check on viva code for legal
|
||||
- [X] Grey scale certain pictures that are not availble to non-logged in users
|
||||
- [X] Grey scale certain pictures that are not available to non-logged in users
|
||||
- [X] Add privacy links to reg page
|
||||
- [X] For non-logged in, Events and My Topics should not be availble
|
||||
- [X] For non-logged in, Events and My Topics should not be available
|
||||
- [X] Melinda to provide links to privacy policy, cookie, etc
|
||||
- [X] Name, Email, Company Practice Name, City, State, Country, Role Section, ADDITIONAL: Specialty,
|
||||
- [X] Ask Marek about newsletter communiciations and if we can segment by certain groups or people
|
||||
- [X] Ask Marek about newsletter communications and if we can segment by certain groups or people
|
||||
- [X] See if we can expand the number of Properties
|
||||
- [X] State, Region, City, are all needed Properties
|
||||
- [X] If we need to back off on card content properties (course properties, such as time)
|
||||
@ -55,7 +57,9 @@ Customer base: residents, fellows, surgeons, optometrists, ophthalmologists
|
||||
Chapter Content
|
||||
Registrations will be a link that Melinda will manager
|
||||
|
||||
### 7/18/2022
|
||||
## 7/18/2022
|
||||
|
||||
### Implementation Roles
|
||||
|
||||
Role is what will decide what content they have more than region or location
|
||||
Content is by role
|
||||
@ -76,6 +80,8 @@ This is ONLY for the US
|
||||
|
||||
## 10/03/2022
|
||||
|
||||
### Recent Tasks
|
||||
|
||||
- [X] CREATE a storyboard PPT of the UX of the academy
|
||||
- [X] Remove all links along the top of the footer
|
||||
- [X] Cookie/Legal should link to Northpass' Policy
|
||||
@ -86,6 +92,8 @@ This is ONLY for the US
|
||||
|
||||
## 10/10/2022
|
||||
|
||||
### Design Changes
|
||||
|
||||
- [X] Footer - make red text NOT red
|
||||
- [X] Grey Footer, change 2021 to 2022
|
||||
- [X] Have Kaitlyn rearrange the tiles on the main page
|
||||
@ -121,6 +129,8 @@ This is ONLY for the US
|
||||
|
||||
## 10/24/2022
|
||||
|
||||
### IT Discussion
|
||||
|
||||
- Tigue and one of his bosses/co-workers, Sanjiv Kochar, Under Opti799 Comms (Contractor)
|
||||
- is "hammering" Melinda about dropping Northpass and using Vision Pro.
|
||||
- Vision Pro sucks (according to Melinda)
|
||||
|
||||
@ -22,11 +22,11 @@
|
||||
* It won't be as large. Internal training. Maybe some external training.
|
||||
|
||||
*Notes:*
|
||||
* They use Mambo as their analytics aggregator
|
||||
*They use Mambo as their analytics aggregator
|
||||
* Just launched a Dearler Mgmt View
|
||||
* Their dealers/clients get sales points for completing sales and then they can redeem swag for points.
|
||||
*Their dealers/clients get sales points for completing sales and then they can redeem swag for points.
|
||||
* Something about multiple tokens. Has to do with UUID in their own system and APIs. She didn't explain more, just that it was an "issue".
|
||||
* What is the token? It follows the user.
|
||||
*What is the token? It follows the user.
|
||||
* Middleware - zaneray or mambo might create the token
|
||||
|
||||
## 04/25/2023
|
||||
@ -37,4 +37,3 @@ What is key for the additional registration page is:
|
||||
|
||||
* What dealer they are part of - General RV of Okala, FL
|
||||
* City & State
|
||||
*
|
||||
|
||||
@ -1,5 +1,9 @@
|
||||
# Mark43
|
||||
|
||||
## 07/01/2022
|
||||
|
||||
### Technical Access & Issues
|
||||
|
||||
We need Northapss to be able to parse the group id information in the JWT
|
||||
|
||||
"We want Northpass to be able to support parsing a custom claim containing the Northpass group ID from the JWT used in SSO-based authentication. Mark43 (perhaps the TSE team) would be responsible for ensuring that new & existing SSO identity provider configurations (e.g., Azure AD) contain a custom property with the appropriate Northpass group ID for that customer."
|
||||
@ -7,58 +11,60 @@ We need Northapss to be able to parse the group id information in the JWT
|
||||
"We would need to have a separate method for customers who have no external identity provider configured (i.e., customers who authenticate with Northpass via their Mark43 application credentials). We currently have no automated way to link these users (whole departments, really) to a given Northpass group automatically"
|
||||
|
||||
They don't want to do user management
|
||||
Previous company, LMS admin would talk to each person in the academy
|
||||
Michelle can't do that.
|
||||
Previous company, LMS admin would talk to each person in the academy
|
||||
Michelle can't do that.
|
||||
Currently, she post's links on help center and then people sign up for the university on their own
|
||||
|
||||
If we used token-based authentication, how do we keep out competitors?
|
||||
What happens with empty values (no identity provider) users and token based auth?
|
||||
If non-value users are allowed in, how do we keep out competitors?
|
||||
|
||||
* OAuth 2.0 would work best for passing groups and IDs
|
||||
* We built out an Okta integration, it uses our default SAML
|
||||
* Okta provides group provisioning
|
||||
* Generically availble with anyone who uses OAuth 2.0
|
||||
* For non-external IPs, there needs to be a single identity provider, such as Mark43
|
||||
* Charlie Question: Is there a centralized place where all the information lives? With minor dev resources, we could set up API calls to constantly update their Northpass people and accounts
|
||||
* Whenever something is changed in their system, auto updated (i.e. someone changes departments)
|
||||
* OAuth 2.0 would work best for passing groups and IDs
|
||||
* We built out an Okta integration, it uses our default SAML
|
||||
* Okta provides group provisioning
|
||||
* Generically availble with anyone who uses OAuth 2.0
|
||||
* For non-external IPs, there needs to be a single identity provider, such as Mark43
|
||||
* Charlie Question: Is there a centralized place where all the information lives? With minor dev resources, we could set up API calls to constantly update their Northpass people and accounts
|
||||
* Whenever something is changed in their system, auto updated (i.e. someone changes departments)
|
||||
|
||||
## 7/26/22
|
||||
## 7/26/22
|
||||
|
||||
### Meeting with Brian re: SSO
|
||||
|
||||
Meeting with Brian re: SSO
|
||||
They have a lot of clients without SSO
|
||||
They are not an IDP, but are a service provider
|
||||
They are not an IDP, but are a service provider
|
||||
|
||||
Non SSO users do a bulk upload into the Mark43 application which allows the user to sign in with an email/password and then sends them their 2FA code.
|
||||
|
||||
In their ideal world, how would Mark43 like to access Northpass?
|
||||
* Ideally, non-SSO customers will have a username and account without Mark43 having to manage the users.
|
||||
* Accounts are then managed by their users in their application (sounds like customer application)
|
||||
* There would need to be a second instance for non-SSO users.
|
||||
In their ideal world, how would Mark43 like to access Northpass?
|
||||
|
||||
Last CSM said Michelle can't do groups with their current SSO, and a NP Manager will still see other companies and agency names.
|
||||
* Ideally, non-SSO customers will have a username and account without Mark43 having to manage the users.
|
||||
* Accounts are then managed by their users in their application (sounds like customer application)
|
||||
* There would need to be a second instance for non-SSO users.
|
||||
|
||||
Last CSM said Michelle can't do groups with their current SSO, and a NP Manager will still see other companies and agency names.
|
||||
There are some internal issues with customer discussions - colby, brian, michelle, and someone else?
|
||||
Security review needed internally
|
||||
Security review needed internally
|
||||
|
||||
Them setting up as an IDP is not out of the realm of possibilities, but they would have to have a discussion. They generally only handle the handshake one way, so this would be two way.
|
||||
They don't know if setting up an IDP is the "technological direction" they want to go in.
|
||||
Them setting up as an IDP is not out of the realm of possibilities, but they would have to have a discussion. They generally only handle the handshake one way, so this would be two way.
|
||||
They don't know if setting up an IDP is the "technological direction" they want to go in.
|
||||
|
||||
Renewal - they will be wanting an instance of partners as well. They will need different content.
|
||||
Professional services leadership - karim and calvin
|
||||
Mark43 does have a database with all their user information, but that's the short answer. Long answer is that it isn't easily accessible.
|
||||
Charlie suggesting that using the data in the DB we could auto-provision groups for each agency and client.
|
||||
Mark43 does have a database with all their user information, but that's the short answer. Long answer is that it isn't easily accessible.
|
||||
Charlie suggesting that using the data in the DB we could auto-provision groups for each agency and client.
|
||||
|
||||
Michelle - meeting internally to discuss security for manager permissions
|
||||
Partner instance and SSO expectations
|
||||
Michelle - meeting internally to discuss security for manager permissions
|
||||
Partner instance and SSO expectations
|
||||
|
||||
* [X] Provide Brian with Documentation on what's possible with SSO and what's required of them
|
||||
* [X] Provide Brian with Documentation on what's possible with SSO and what's required of them
|
||||
* [X] Let Brian know if we integrate with B2C - Charlie replied saying we haven't had issues integrating with Azure or any Microsoft product
|
||||
|
||||
## 9/23/2022
|
||||
|
||||
## 9/23/2022
|
||||
### Meeting with Michelle, Larry (CISO), Ryan (Senior Dev)
|
||||
|
||||
* Meeting with Michelle, Larry (CISO), Ryan (Senior Dev)
|
||||
* They are moving to Azure
|
||||
* Ryan to look into congregating users into Azure using OpenID Connect
|
||||
* Ryan to look into congregating users into Azure using OpenID Connect
|
||||
* Norm to set up Sandbox for Ryan
|
||||
* All depends on IDP and if it can be a single instance
|
||||
* All depends on IDP and if it can be a single instance
|
||||
|
||||
@ -1,13 +1,14 @@
|
||||
# Meetings
|
||||
# Nana
|
||||
|
||||
## 10/04/2022
|
||||
|
||||
### Takeover from Travis
|
||||
|
||||
## 10/04/2022
|
||||
* Clone Courses from Nana Fountain Academy into Nana Academy
|
||||
* Nana Support Resources
|
||||
* Expectations for using Nana
|
||||
* Using Nana on Tutorials and Walkthroughs
|
||||
* Nana Support Resources
|
||||
* Expectations for using Nana
|
||||
* Using Nana on Tutorials and Walkthroughs
|
||||
* Setting up onboarding flow. Aaron's question is:
|
||||
* If he sets up a group with 4 courses, can Fountain provision the group?
|
||||
* Copy over styling from Nana to Nana Fountain
|
||||
* Change Font too. Make sure everything matches
|
||||
|
||||
* If he sets up a group with 4 courses, can Fountain provision the group?
|
||||
* Copy over styling from Nana to Nana Fountain
|
||||
* Change Font too. Make sure everything matches
|
||||
|
||||
@ -1,18 +1,21 @@
|
||||
# Netradyne
|
||||
|
||||
## 11/17/2022
|
||||
|
||||
### Enterprise Meeting
|
||||
|
||||
* Danny owns SE, Sales Enablment, Marketing, etc
|
||||
* Abha works with documentation, Academy, etc
|
||||
* Abha is the one that advocated and got Northpass signed
|
||||
* Danny's team is expanding
|
||||
* Abha is the one that advocated and got Northpass signed
|
||||
* Danny's team is expanding
|
||||
* They use Legos for internal academy - comes with CMS solution
|
||||
* Want to monetize the academy
|
||||
* Direct Partnership, customer self-serve courseware
|
||||
* Direct Partnership, customer self-serve courseware
|
||||
* As CS redefines their roles, they build out a professional services group
|
||||
* "we built two unverisites within a year" -- danny
|
||||
* "we built two unverisites within a year" -- danny
|
||||
* Mark runs the SE org - they all work together
|
||||
Ideal use:
|
||||
* Get rid of allego, build the Internal part back into Northpass
|
||||
* Chat again in a few days.
|
||||
* Looking at seriously upgrading before January
|
||||
* Danny to meet with Barrett on Monday
|
||||
* Get rid of allego, build the Internal part back into Northpass
|
||||
* Chat again in a few days.
|
||||
* Looking at seriously upgrading before January
|
||||
* Danny to meet with Barrett on Monday
|
||||
|
||||
@ -1,13 +1,15 @@
|
||||
# Omnisend
|
||||
|
||||
## Tasks
|
||||
## 10/15/2022
|
||||
|
||||
### Tasks
|
||||
|
||||
[X] Wistia Project, what access do they have?
|
||||
[X] Share button with /app/course within course viewer bright green 52 front
|
||||
[X] Expert led categories url not working
|
||||
[X] Change Enroll in Course to Watch Video
|
||||
|
||||
## Notes
|
||||
### Notes
|
||||
|
||||
Can they embed a video from the Wistia Project video into Omnisend's product?
|
||||
|
||||
@ -68,7 +70,7 @@ DONE: What needs to be done to setup a new instance with Google Apps auth? The d
|
||||
* Course image in course overview doesn't go all the way to the right (there should be no gap)
|
||||
* Google Console is showing a lag/delay in responsiveness and it should be quicker. Core, vitals, usability - they are getting bad ratings.
|
||||
* Audrius to send Norm numbers on delays within the pages.
|
||||
DONE: * Submit Ticket to move the Course Image on the overview page all the way to the right of the screen.
|
||||
DONE: * Submit Ticket to move the Course Image on the overview page all the way to the right of the screen.
|
||||
* Contract:
|
||||
* Doesn't need 3000 learners - wants to slash the price. 1500-2000 learners especially if they switch to Google Auth.
|
||||
DONE: Send Contract information, updating pricing for fewer learners but an additional instance.
|
||||
|
||||
@ -1,40 +1,46 @@
|
||||
# Meetings
|
||||
# PDFButler
|
||||
|
||||
## 9/30/2022
|
||||
|
||||
### Sales Demo
|
||||
|
||||
* Salesforce ISV - Top 35, Crest Level
|
||||
* Document Electronic Signatures
|
||||
* All clients and partners are Salesforce SIs
|
||||
* 24 folks, growing rapidly
|
||||
* His role is partnerships on a pro active basis
|
||||
* 1/3 in Sales/CS/Support
|
||||
* 2/3 are backend and developers
|
||||
* Reason for reaching out:
|
||||
* They have an "academy" which is really just a knowledge base
|
||||
* Need to help partners and clients
|
||||
* Mostly for implementation, but want to expand into teaching people to resell
|
||||
* Knows the toughest part is creating content
|
||||
* Reselling PDF Butler - they don't implement at all
|
||||
* They sell direct to enterprise and then connect SI
|
||||
* SF Admin/Architects are the main buyers
|
||||
* Partners refer and then profit based on consultation times
|
||||
* They hand hold right now but need to scale it
|
||||
* All clients and partners are Salesforce SIs
|
||||
* 24 folks, growing rapidly
|
||||
* His role is partnerships on a pro active basis
|
||||
* 1/3 in Sales/CS/Support
|
||||
* 2/3 are backend and developers
|
||||
* Reason for reaching out:
|
||||
* They have an "academy" which is really just a knowledge base
|
||||
* Need to help partners and clients
|
||||
* Mostly for implementation, but want to expand into teaching people to resell
|
||||
* Knows the toughest part is creating content
|
||||
* Reselling PDF Butler - they don't implement at all
|
||||
* They sell direct to enterprise and then connect SI
|
||||
* SF Admin/Architects are the main buyers
|
||||
* Partners refer and then profit based on consultation times
|
||||
* They hand hold right now but need to scale it
|
||||
* Main goal is to reduce support tickets
|
||||
* 30 day free trial is to academy
|
||||
* Leadership wants to protect some of the IP in knowledge base
|
||||
* 3 levels of course - Novice, Intermediate, Advanced
|
||||
* How to sell PDF Butler - Referrers and Resellers
|
||||
* Direct KPI and correlation to course completion and resell revenue
|
||||
* Internal Training as time goes on
|
||||
* Auth structure - invite intentionally
|
||||
* They have created a metric for segmenting partners - employees and revenue
|
||||
* 30 day free trial is to academy
|
||||
* Leadership wants to protect some of the IP in knowledge base
|
||||
* 3 levels of course - Novice, Intermediate, Advanced
|
||||
* How to sell PDF Butler - Referrers and Resellers
|
||||
* Direct KPI and correlation to course completion and resell revenue
|
||||
* Internal Training as time goes on
|
||||
* Auth structure - invite intentionally
|
||||
* They have created a metric for segmenting partners - employees and revenue
|
||||
* Content Creation - Luke will be leading with the Founder (Founder is a coder/dev)
|
||||
* He will have an internal workshop to find what content and articles he will need in platform
|
||||
* [ ] Set up trial PDF Butler
|
||||
*
|
||||
* [ ] Set up trial PDF Butler
|
||||
*
|
||||
|
||||
## 10/7/2022
|
||||
|
||||
### Ongoing Questions
|
||||
|
||||
* Is it truly unlimited users?
|
||||
* Can they enable salesforce integration during trial? Yes
|
||||
* How to ensure that the images fit in the course boxes? Make sure the ratio and size is correct.
|
||||
* He also wanted to know about the best way to use videos - embed? media library? etc.
|
||||
* That's it! It sounds like we are the winner so far.
|
||||
* That's it! It sounds like we are the winner so far.
|
||||
|
||||
@ -2,6 +2,8 @@
|
||||
|
||||
## 8/30/2022
|
||||
|
||||
### Implementation
|
||||
|
||||
* Issues that may happen:
|
||||
* ADP is the brain - Integration
|
||||
* Transferring from LMS
|
||||
@ -37,6 +39,8 @@ Okta SSO - Ted, Security Team
|
||||
|
||||
## 10/03/2022
|
||||
|
||||
### Training & Labor
|
||||
|
||||
* Rebecca has been in Northpass a lot as the main creator
|
||||
* Needs some clarity on items
|
||||
* Not using the platform in an ideal manner
|
||||
|
||||
@ -176,7 +176,6 @@ User Profiles:
|
||||
|
||||
* When you click users, they want something available to users. Wants to know the best way to setup.
|
||||
* Kaisa to send what she would like on this page.
|
||||
[](2023-04-04_.md)
|
||||
Design:
|
||||
|
||||
* Can we change some elements in the non-Pipedrive academy? They would need more CTAs etc.
|
||||
@ -190,6 +189,8 @@ Start up weekly meetings with Kaisa for 10am on Tuesday
|
||||
|
||||
## 03/28/2023
|
||||
|
||||
### Customer Emailing Platform
|
||||
|
||||
GetVero is the customer emailing platform they currently use. They wanted to do it via Segment.
|
||||
Custom email domain needs to be setup first. Waiting on Kaisa to "get through security"
|
||||
|
||||
@ -223,6 +224,8 @@ to app/courses, we will redirect him to sign_in page with 301. The browser will
|
||||
|
||||
## 05/16/2023
|
||||
|
||||
### Search Results Issues
|
||||
|
||||
Search results - can't click enough Northpass
|
||||
Only the title can be clicked when search results are returned. We need to be able to click the icon or description as well Not a problem - will get this started ASAP
|
||||
|
||||
@ -230,6 +233,8 @@ DONE: Directly ask Chloe about the technical complications.
|
||||
|
||||
## 06/13/2023
|
||||
|
||||
### Tasks
|
||||
|
||||
DONE: Push lang changes from Internal Sandbox to Main sandbox for James' testing.
|
||||
|
||||
## 07/14/2023
|
||||
|
||||
@ -1,12 +0,0 @@
|
||||
# Notes
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
# Todo
|
||||
@ -1,14 +1,15 @@
|
||||
# Quantuvos
|
||||
|
||||
## Main People
|
||||
## 8/22/2022
|
||||
|
||||
- Asia (Joanna)
|
||||
- Chris Burns
|
||||
- Technical - Chris Campbell & Developer
|
||||
- Content/Admin - Asia Jarosz
|
||||
- Design - Chris' team
|
||||
### Main People
|
||||
|
||||
### 8/22/2022
|
||||
- Asia (Joanna)
|
||||
- Chris Burns
|
||||
- Technical - Chris Campbell & Developer
|
||||
- Content/Admin - Asia Jarosz
|
||||
- Design - Chris' team
|
||||
-
|
||||
|
||||
Chris Burns is a fractional CEO and will be leaving Quantuvos at the end of the month
|
||||
Folks are sick (Lukemia) in NJ and he can't manage both
|
||||
@ -16,27 +17,27 @@ Launching quickly is not realistic, moved back to November
|
||||
|
||||
*Financial Situation:*
|
||||
|
||||
* Certain old accounts recievable and not paying
|
||||
* Don't have cash to pay the bill right now for Northpass
|
||||
* Lots of small issues in paying, banks not paying, clients not paying either
|
||||
* Were selling 250/month up until a month ago, now sales are not happening.
|
||||
* Chris asked for longer flexibility - Travis asked how much?
|
||||
* Gregg said November, Chris says ASAP, or change to a monthly payment.
|
||||
- Certain old accounts recievable and not paying
|
||||
- Don't have cash to pay the bill right now for Northpass
|
||||
- Lots of small issues in paying, banks not paying, clients not paying either
|
||||
- Were selling 250/month up until a month ago, now sales are not happening.
|
||||
- Chris asked for longer flexibility - Travis asked how much?
|
||||
- Gregg said November, Chris says ASAP, or change to a monthly payment.
|
||||
|
||||
## Tasks
|
||||
### Tasks
|
||||
|
||||
* [X] Create Implementation Plan
|
||||
* [X] End of August Launch
|
||||
* [X] Help Asia create course
|
||||
* [X] Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week)
|
||||
* [X] SSO - Reach out to Chris ASAP
|
||||
* [ ] Provide Burns with a deck on competitive analysis of why NP is superior
|
||||
* [ ] Instructor page demo
|
||||
* [ ] Create categories for each OS List
|
||||
- [X] Create Implementation Plan
|
||||
- [X] End of August Launch
|
||||
- [X] Help Asia create course
|
||||
- [X] Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week)
|
||||
- [X] SSO - Reach out to Chris ASAP
|
||||
- [X] Provide Burns with a deck on competitive analysis of why NP is superior
|
||||
- [X] Instructor page demo
|
||||
- [X] Create categories for each OS List
|
||||
|
||||
Asia off week of August 28th
|
||||
|
||||
## Notes from Kick off
|
||||
### Notes from Kick off
|
||||
|
||||
See Nick's implementation Plan
|
||||
Hold onto deadlines and connect people to the right others
|
||||
@ -49,7 +50,9 @@ Chris' team uses Figma pretty heavily
|
||||
Launch is August 29th (week of)
|
||||
Vegas Conference - 1st week of September - September 13th
|
||||
|
||||
## Meeting with Chris Campbell
|
||||
## 08/25/2022
|
||||
|
||||
### Meeting with Chris Campbell
|
||||
|
||||
Full embed Ideally
|
||||
Either via API or embed
|
||||
@ -58,8 +61,7 @@ DONE: Requested an overview deck
|
||||
DONE: Has reviewed Developer Docs
|
||||
Quantuvos app, video session and can join to take it
|
||||
|
||||
* SSO *
|
||||
Auth0 -
|
||||
- SSO Auth0 -
|
||||
They need to provide us with designs and he will reference other apps that have and he has been built
|
||||
Wants to align nomenclature and definitions between our company and theirs
|
||||
For Quantuvos, a program is a coaching application
|
||||
@ -87,24 +89,26 @@ Lists are curated in those categories
|
||||
From their own coaches - Proprietary Content
|
||||
The rest comes from Experts - experts in certain fields (time management, podcasts, have published a book, etc)
|
||||
|
||||
## Meeting with Group + CEO
|
||||
## 09/05/2022
|
||||
|
||||
* one group per customer
|
||||
* A program is a subset within a customer
|
||||
* Subscribers are the whole group
|
||||
* all courses for that customer will be in that group
|
||||
### Meeting with Group + CEO
|
||||
|
||||
* There are also "subscribers" and "coachees"
|
||||
* Center for Coaching Effectiveness (CCE) Content
|
||||
* Can we share a specific activity and have the learner go straight there?
|
||||
* Course per coach? Or Course per topic?
|
||||
* Can Auth0 use Groups? Why not?
|
||||
- one group per customer
|
||||
- A program is a subset within a customer
|
||||
- Subscribers are the whole group
|
||||
- all courses for that customer will be in that group
|
||||
|
||||
* Asia and Sources of Content -
|
||||
* Right after coaching session, coach wants to send their own content to the client
|
||||
* But send it within Network-Q
|
||||
* 1st marker for sending content - coaching path and client sends survey and what they want to be coached on
|
||||
* 2nd marker
|
||||
- There are also "subscribers" and "coachees"
|
||||
- Center for Coaching Effectiveness (CCE) Content
|
||||
- Can we share a specific activity and have the learner go straight there?
|
||||
- Course per coach? Or Course per topic?
|
||||
- Can Auth0 use Groups? Why not?
|
||||
|
||||
- Asia and Sources of Content -
|
||||
- Right after coaching session, coach wants to send their own content to the client
|
||||
- But send it within Network-Q
|
||||
- 1st marker for sending content - coaching path and client sends survey and what they want to be coached on
|
||||
- 2nd marker
|
||||
|
||||
## 01/26/2023
|
||||
|
||||
@ -117,7 +121,7 @@ What is left for launch? They need to communicate with us when things need to be
|
||||
|
||||
Question about freelancer inquiry:
|
||||
|
||||
* Asia is trying to understand everyone's point of view.
|
||||
* Imagine everyone is expecting something to be done. But it's not done yet.
|
||||
* To speed things up and get it done, they might want to use a freelancer who is a little more "connected" to them.
|
||||
* This goes into the original need for the meeting - Quantuvos feeling that we're not replying actively enough or getting their stuff done.
|
||||
- Asia is trying to understand everyone's point of view.
|
||||
- Imagine everyone is expecting something to be done. But it's not done yet.
|
||||
- To speed things up and get it done, they might want to use a freelancer who is a little more "connected" to them.
|
||||
- This goes into the original need for the meeting - Quantuvos feeling that we're not replying actively enough or getting their stuff done.
|
||||
|
||||
@ -1,6 +1,8 @@
|
||||
# SPS Commerce
|
||||
|
||||
## Todo Lists
|
||||
## 10/01/2022
|
||||
|
||||
### Todo Lists
|
||||
|
||||
[X] Check in on workflows in a few weeks
|
||||
|
||||
@ -21,7 +23,9 @@ Enterprise Workflow, where do they want to connect it to externally?
|
||||
|
||||
## 10/12/2022
|
||||
|
||||
- Include in analytics meeting: Kathleen Olson: kmolson@spscommerce.com
|
||||
### Catch up with Kayla
|
||||
|
||||
- Include in analytics meeting: Kathleen Olson: <kmolson@spscommerce.com>
|
||||
- Norm to reach out
|
||||
- Question from Kayla:
|
||||
- Someone requested asking about the SCA and a specific course
|
||||
@ -101,10 +105,14 @@ Froala doesn't by default allow to hide borders on tables. Can Northpass add it?
|
||||
|
||||
## 01/04/2023
|
||||
|
||||
### Feature Request
|
||||
|
||||
FEAT: Add email filter for SCA report.
|
||||
|
||||
## 02/02/2023
|
||||
|
||||
### Zoom Issue
|
||||
|
||||
Zoom integration issue. It is unusable and affecting business.
|
||||
Driving down registrations.
|
||||
Kayla has made all the events discoverable and accessible, but it is restricting the full functionality of Northpass.
|
||||
@ -131,10 +139,11 @@ Borders in tables _can_ be hidden! Add this code to your table in HTML:
|
||||
|
||||
## 05/24/2023
|
||||
|
||||
### Housekeeping
|
||||
|
||||
Kayla on Vacation May 30th - June 2nd
|
||||
DONE: Send open academies for her to review.
|
||||
|
||||
|
||||
## 07/12/2023
|
||||
|
||||
### Redesign and Custom User Journey
|
||||
|
||||
@ -1,18 +1,22 @@
|
||||
# Scenario
|
||||
|
||||
* New order of cards:
|
||||
* Scenario Basics
|
||||
* Core Concepts
|
||||
* Bulk Upload
|
||||
* Leave Navigation & the last one
|
||||
## 06/20/2022
|
||||
|
||||
### Implementation
|
||||
|
||||
* New order of cards:
|
||||
* Scenario Basics
|
||||
* Core Concepts
|
||||
* Bulk Upload
|
||||
* Leave Navigation & the last one
|
||||
* LX Changes
|
||||
* Make the viewer wider to fill screen
|
||||
* Mobile optimization is less important
|
||||
* Most clients will be on a computer
|
||||
* Make the viewer wider to fill screen
|
||||
* Mobile optimization is less important
|
||||
* Most clients will be on a computer
|
||||
* Wistia and Quality?
|
||||
* Would prefer higher quality even if it loads slower
|
||||
* Most likely learners will have high speed internet, they want higher quality
|
||||
* Would prefer higher quality even if it loads slower
|
||||
* Most likely learners will have high speed internet, they want higher quality
|
||||
* Banner
|
||||
* Dashboard & Events header text is lower than Home
|
||||
* Home is how it should look
|
||||
* Dashboard & Events header text is lower than Home
|
||||
* Home is how it should look
|
||||
* URL: academy.scenariocloud.com
|
||||
|
||||
@ -28,11 +28,15 @@ How can we dynamically associate learning paths or "next course" based in learni
|
||||
|
||||
## 10/11/2022
|
||||
|
||||
### Comms
|
||||
|
||||
* Unsubscribe per message, not ALL messages
|
||||
* "Click here if you want to unsubscribe from this..."
|
||||
|
||||
## 10/17/2022
|
||||
|
||||
### Legal Design Changes
|
||||
|
||||
* Check box in Northpass
|
||||
* Marketing in Hubspot/Skuid
|
||||
* Where in Contact Record is this hubspot/opt options?
|
||||
|
||||
@ -1,16 +1,24 @@
|
||||
## Meeting with StateServ re: PowerBI Integration
|
||||
# Stateserv
|
||||
|
||||
## 08/10/2022
|
||||
|
||||
### Random Meeting that Needed technical assistance
|
||||
|
||||
Meeting with StateServ re: PowerBI Integration
|
||||
|
||||
- Daniel is the owner/founder of StateServ
|
||||
- Mostly compliance training housed in NP
|
||||
- Cecilia and Daniel work with direct services part of the company
|
||||
- Want to build courses for CS employees, medical techs
|
||||
- Want to build courses for CS employees, medical techs
|
||||
- This division takes up 80% of the company
|
||||
- Working with director of DBI
|
||||
- Not just Northpass is expanding, everything is growing
|
||||
- Daniel started in 2019
|
||||
- They were serving 15k patients, as of 7/1 over 30k
|
||||
- Integrated 4 other businesses in the division
|
||||
- Integrated 4 other businesses in the division
|
||||
- Original division of company is saas/software company
|
||||
|
||||
Goal of this project:
|
||||
* Provide on demand learning for new hires, continued training, assesments
|
||||
* Cecilia creating master question banks
|
||||
|
||||
* Provide on demand learning for new hires, continued training, assessments
|
||||
* Cecilia creating master question banks
|
||||
|
||||
@ -1,26 +1,32 @@
|
||||
# STOPIT Solutions
|
||||
# STOPIT Solutions
|
||||
|
||||
## 08/01/2022
|
||||
|
||||
### Meeting & Priorities
|
||||
|
||||
Three most important things:
|
||||
1. Sandbox
|
||||
2. Certificates
|
||||
3. Self-Service e-commerce
|
||||
|
||||
##Goal of Sandbox
|
||||
## Goal of Sandbox
|
||||
|
||||
Non production instance
|
||||
StopIT admins and partner are managers
|
||||
Just QA and Internal
|
||||
Just QA and Internal
|
||||
Modular and formatting
|
||||
Videos, PDFs, RTF, Quiz, Assignments etc
|
||||
$Kevin: would it make sense to have two separate instances? One for SEL content and one for EDU instance?
|
||||
Do they need SE work?
|
||||
Do they need SE work?
|
||||
|
||||
Timeline from $Jai: Get created, get invited
|
||||
Once ready for SE.
|
||||
Once ready for SE.
|
||||
Jai and Kevin as admins
|
||||
Include Robin when ready
|
||||
|
||||
Once Robin drops content, modularize the content
|
||||
|
||||
## Content & eCommerce
|
||||
## Content & eCommerce
|
||||
|
||||
Ondemand content for teachers
|
||||
Certificates and CC receipt
|
||||
@ -34,21 +40,28 @@ The courses will be CEU Credits
|
||||
STOPIT will have to track CEUs
|
||||
Properties
|
||||
|
||||
Another option:
|
||||
Another option:
|
||||
Can they modify the build into the SEL instance?
|
||||
|
||||
Definitions:
|
||||
Admin training -
|
||||
Student SEL -
|
||||
Definitions:
|
||||
Admin training -
|
||||
Student SEL -
|
||||
Educator - Teachers looking for PD requirements
|
||||
|
||||
## 10/18/2022
|
||||
|
||||
### Meeting with Cindy regarding Analytics?
|
||||
* Really just wants to know about new comms
|
||||
* Getting used to new reports - starting to dive into CS experience in onboarding wizard
|
||||
* Really want overall reports and high level with time frames
|
||||
* Understanding of when the reports are refreshed
|
||||
|
||||
* Really just wants to know about new comms
|
||||
* Getting used to new reports - starting to dive into CS experience in onboarding wizard
|
||||
* Really want overall reports and high level with time frames
|
||||
* Understanding of when the reports are refreshed
|
||||
* The time delta is important because they use it to confirm that people trained
|
||||
* They might find out that someone completed training, but then go into NP and its not true
|
||||
* They have an onboarding dashboard wizard and shows when they complete training.
|
||||
* treuter@stopitsolutions.com
|
||||
|
||||
## 08/01/2022
|
||||
|
||||
### Meeting & Priorities
|
||||
|
||||
* They have an onboarding dashboard wizard and shows when they complete training.
|
||||
* <treuter@stopitsolutions.com>
|
||||
|
||||
@ -1,5 +1,9 @@
|
||||
# Swift Medical
|
||||
|
||||
## 07/02/2022
|
||||
|
||||
### Technical Discussion
|
||||
|
||||
Gabriel, back end questions
|
||||
|
||||
* didn't know about developer docs
|
||||
@ -19,10 +23,7 @@ How can we link people to certain groups without self-selecting?
|
||||
Kaitlyn suggesting webhooks based on person activated
|
||||
Recieve response when someone is activated, and based on that mapping, add them to a group
|
||||
|
||||
Gabriel
|
||||
when someone clicks a link,
|
||||
|
||||
What's the ideal - Norm?
|
||||
Gabriel when someone clicks a link - what's the ideal - Norm?
|
||||
Kayla - they should have access to all the content when they first click a link
|
||||
Someone clicks a general swift academy button, and gets brought to
|
||||
|
||||
@ -35,11 +36,13 @@ Gabriel's Final Example:
|
||||
* Best bet is to give them access to entire
|
||||
|
||||
Questions to Kayla
|
||||
*Why create after click? Why not activate someone when they sign on with Swift
|
||||
|
||||
* Why create after click? Why not activate someone when they sign on with Swift
|
||||
* Best course is webhook when activate
|
||||
* What other options do we have to activate people?
|
||||
|
||||
Meeting with Kayla at 3:00pm 6/28/2022
|
||||
|
||||
* Hasn't had time to go over some of the things she wanted to
|
||||
1. new templates wants turned on
|
||||
2. search bar toggled on
|
||||
@ -55,8 +58,7 @@ Can we pass variables into the end of course screen RTE?
|
||||
[Skilljar experience](https://verify.skilljar.com/c/mtond85h86ap) which adds to LinkedIn
|
||||
Coursera Plus certification?
|
||||
|
||||
Gif not working
|
||||
(size <10mb)
|
||||
Gif not working - (size <10mb)
|
||||
|
||||
Course order
|
||||
Subsections
|
||||
@ -69,15 +71,17 @@ Subsections
|
||||
Subheadings between them -
|
||||
Add progress filter
|
||||
|
||||
Kayla personal email: klambie@sympatico.ca
|
||||
Kayla personal email: <klambie@sympatico.ca>
|
||||
|
||||
## Manager Questions
|
||||
## 08/01/2022
|
||||
|
||||
### Manager Questions
|
||||
|
||||
* They want a manager to add or remove courses
|
||||
* A Wound Care Leader should be able to tell their employees and group to assign learners
|
||||
* A manager in that group should be able to manage the learners in group
|
||||
|
||||
## New Use Case for Certificates
|
||||
### New Use Case for Certificates
|
||||
|
||||
* Show that anyone has done a certain course
|
||||
* Check whether a certificate is expired and then have them retake the course
|
||||
|
||||
@ -2,6 +2,8 @@
|
||||
|
||||
## 06/28/2022
|
||||
|
||||
### Intro & First Dive
|
||||
|
||||
Talkspace Call - 6/28/22
|
||||
Training Call for Madison & Marlene
|
||||
Invite Ummey
|
||||
@ -35,6 +37,8 @@ Molly should not have access to course Marketplace
|
||||
|
||||
## 7/12/2022
|
||||
|
||||
### Errors from Providers
|
||||
|
||||
500 errors tickets from people
|
||||
Test out the new learning paths from Ummey's email and check that they work
|
||||
August 1st goal of completeing the new courses
|
||||
@ -81,6 +85,8 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
|
||||
|
||||
## 9/21/2022
|
||||
|
||||
### Changes & Improvements
|
||||
|
||||
* Overall, things are going well!
|
||||
* Ensure the button color change gets changed
|
||||
* QMC Audit, training audit by third party for training completed
|
||||
@ -88,6 +94,8 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
|
||||
|
||||
## 10/11/2022
|
||||
|
||||
### 2023 Rollout
|
||||
|
||||
* No date set for rolling out 2023 - sometime in January
|
||||
* Molly will set up and then Test internally, possibly ask us to test as well?
|
||||
* Wants to know if we can combine Looks in Looker for data
|
||||
@ -102,6 +110,8 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
|
||||
|
||||
## 10/18/2022
|
||||
|
||||
### Layoff Updates
|
||||
|
||||
* Ummey was letgo with the current round of layoffs. Only two people joined our weekly sync... not everyone else was let go. But lots of fear.
|
||||
* Still no resolve with OpenSesame. They are very concerned that this will cause issues in 2023.
|
||||
* Nervous about job cuts and if this continues, Molly and her team will be on the chopping block.
|
||||
@ -111,6 +121,8 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
|
||||
|
||||
## 10/25/2022
|
||||
|
||||
### Change in Personnel
|
||||
|
||||
* Jenna, People Ops, has joined the call.Ummey was her manager.
|
||||
* Will be attending weekly meetings
|
||||
* Schedule an additional meeting for training
|
||||
@ -304,4 +316,3 @@ feb 17 - 1 course
|
||||
feb 21 - 3 courses
|
||||
|
||||
No course progress data is showing up in BBHR.
|
||||
|
||||
|
||||
@ -32,6 +32,8 @@ They use LeanData for checking for duplicates in their various systems. That's w
|
||||
|
||||
## 05/16/2023
|
||||
|
||||
### General Tasks
|
||||
|
||||
DONE: Remove Discover Catalog
|
||||
DONE: Add new header image that Cherrill will send.
|
||||
DONE: Make Footer similar to Terminus.com - at least the background as blue and text as white.
|
||||
|
||||
@ -1,7 +1,9 @@
|
||||
# Meeting Notes
|
||||
# TripleSeat
|
||||
|
||||
## 9/21/2022
|
||||
|
||||
### Iorad Interest
|
||||
|
||||
* Iorad tried selling them "live" features
|
||||
* Their own domain or Iorad on top of their app
|
||||
* Good at delivering first time training
|
||||
|
||||
@ -1,9 +0,0 @@
|
||||
{
|
||||
"nodes":[
|
||||
{"id":"85f6396de3784552","x":-180,"y":120,"width":250,"height":60,"type":"text","text":"This is a test\n"},
|
||||
{"id":"4e559da8c83034f9","x":216,"y":114,"width":250,"height":60,"type":"text","text":"Weird!"}
|
||||
],
|
||||
"edges":[
|
||||
{"id":"d23a8b4629f4de06","fromNode":"85f6396de3784552","fromSide":"right","toNode":"4e559da8c83034f9","toSide":"left"}
|
||||
]
|
||||
}
|
||||
@ -2,6 +2,8 @@
|
||||
|
||||
## 10/11/2022
|
||||
|
||||
### Transfer to Norm
|
||||
|
||||
* Cam back on Monday
|
||||
* He will send Figma file with all the screens so that Walmart can review and ensure they are up to date.
|
||||
* Cam may also be able to provide a process to make this approval sequence even more
|
||||
@ -99,6 +101,8 @@ _Request from Krystal on 10/10/2022_
|
||||
|
||||
## 11/21/2022
|
||||
|
||||
### Content Screens
|
||||
|
||||
* Screens of telling the story of "how to get there"
|
||||
* Open app, click resource center, pick random resource --> walk through the resource itself
|
||||
* This will be embedded into a PPT deck
|
||||
@ -282,6 +286,8 @@ Can we get a CSV of all activity names and body content
|
||||
|
||||
## 01/11/2023
|
||||
|
||||
### Design & CSV Items
|
||||
|
||||
Design:
|
||||
|
||||
* Clean up CSV with Courses, Activities, and Body Copy.
|
||||
@ -314,7 +320,7 @@ For big decisions, we will need people from each quadrant to give their input.
|
||||
Early on, we might have a lot of conversations with engineers about non-engineering topics to help build their buy-in and optimism with the project.
|
||||
|
||||
Stephanie - Business Lead
|
||||
Jessica Lynn - Jessica.Segura@walmart.com
|
||||
Jessica Lynn - <Jessica.Segura@walmart.com>
|
||||
Eric Wynn
|
||||
Johnny - Engineering team committed through Feb to another project. So a lot of prep work will have to be done ahead of time. A content drive may need to start first.
|
||||
|
||||
|
||||
@ -133,6 +133,8 @@ Jessica isn't aware of how detailed we can customize things. Maybe send her scre
|
||||
|
||||
## 05/25/2023
|
||||
|
||||
### Modal Discussion
|
||||
|
||||
Needs for modal on entry: Property Boolean, info?
|
||||
|
||||
Design:
|
||||
|
||||
@ -1,4 +1,6 @@
|
||||
## Old Notes
|
||||
# WildHealth
|
||||
|
||||
## 07/01/2022
|
||||
|
||||
### June/July until September notes
|
||||
|
||||
@ -185,7 +187,7 @@ DONE: Ask Product about custom certs for Enterprise. Wild Health needs it for ac
|
||||
Education Portal > PM Fundamentals Group > Must complete all courses.
|
||||
Date for custom cert: end of month, if possible. If not 2-3 months.
|
||||
|
||||
WHAcademy: Abby fixed an embed issue but is trying to embed a different website, but it is showing Northpass. www.wildhealth.com\education. It is not working, it is just showing the
|
||||
WHAcademy: Abby fixed an embed issue but is trying to embed a different website, but it is showing Northpass. <www.wildhealth.com\education>. It is not working, it is just showing the
|
||||
DONE: Ask about embeds not working - not loading or just showing the current Northpass page in the iFrame.
|
||||
|
||||
WHAcademy again:
|
||||
|
||||
@ -1,14 +1,18 @@
|
||||
# WoundCareAdvantage
|
||||
|
||||
## 11/4/2022
|
||||
|
||||
### Analytics for Q4
|
||||
|
||||
* For individual activities:
|
||||
* The Webhook Sheet, is good to go.
|
||||
* For x center she needs # of courses started, # completed. Filtered MCA?
|
||||
* In numbers not percentages
|
||||
* Centers are Groups
|
||||
* It is hard to pull by group because other people add nurses but don't put them into a specific group.
|
||||
* She needs to add certain people into their group
|
||||
* They have SSO, through Okta
|
||||
* Ideally, she will have people in groups AND with their position
|
||||
* And she needs this for every single group in the school.
|
||||
* If someone isn't active, no need to pull them in.
|
||||
* Her numbers are due in December. She did it manually for Q3. They send out the numbers in the first weeks of the new quarter.
|
||||
* The Webhook Sheet, is good to go.
|
||||
* For x center she needs # of courses started, # completed. Filtered MCA?
|
||||
* In numbers not percentages
|
||||
* Centers are Groups
|
||||
* It is hard to pull by group because other people add nurses but don't put them into a specific group.
|
||||
* She needs to add certain people into their group
|
||||
* They have SSO, through Okta
|
||||
* Ideally, she will have people in groups AND with their position
|
||||
* And she needs this for every single group in the school.
|
||||
* If someone isn't active, no need to pull them in.
|
||||
* Her numbers are due in December. She did it manually for Q3. They send out the numbers in the first weeks of the new quarter.
|
||||
|
||||
@ -1,3 +1,4 @@
|
||||
# Zenjob
|
||||
|
||||
## 11/11/2022
|
||||
|
||||
@ -14,7 +15,7 @@ _Some Feedback She's collected and changes they want to see:_
|
||||
* They have contacted their marketing for new badges.
|
||||
*Integration with Shopify?
|
||||
* They have a shopify shop where talents can get equpiment
|
||||
*Only should be availble to some talents. Their backend has a tag which allows or not allows them to see Shopify
|
||||
*Only should be available to some talents. Their backend has a tag which allows or not allows them to see Shopify
|
||||
* Only with a specific link can you access shopify
|
||||
*Sophie needs to talk with Viky, but she just had the idea to integrate. Wanted to be sure it was possible.
|
||||
* Language switching - English/German button
|
||||
@ -55,5 +56,3 @@ Ideal information in Salesforce:
|
||||
|
||||
DONE: Added a new group to homepage's access.
|
||||
DONE: Submit tickets from [this page](https://docs.google.com/spreadsheets/d/1kV93XzZuXTbIrh4HfqhZoFwGvBhNxCRZTC36eBqxaV0/edit#gid=0). Specifically: Static Banner (140), Popup (120), And Embed the Website (124).
|
||||
|
||||
|
||||
|
||||
@ -1,26 +1,36 @@
|
||||
from pathlib import Path
|
||||
import requests
|
||||
import pandas as pd
|
||||
import itertools
|
||||
|
||||
ndir = Path("/Users/normrasmussen/Documents/Work/CustomerNotes/")
|
||||
|
||||
|
||||
def get_files():
|
||||
list_of_lists = []
|
||||
merge = pd.DataFrame()
|
||||
merge3 = pd.DataFrame()
|
||||
merged = pd.DataFrame()
|
||||
files = list(ndir.glob("**/*.md"))
|
||||
for company in files:
|
||||
# This Section gets the Company name for the payload.
|
||||
company = str(company)
|
||||
company_file = company.split("/")[-1]
|
||||
company_name = company_file[:-3]
|
||||
if company_name == "Bolt":
|
||||
get_data(company_file, company_name)
|
||||
# if company_name == "Bolt":
|
||||
list_of_dicts = get_data(company_file, company_name)
|
||||
dic = pd.DataFrame.from_records(list_of_dicts)
|
||||
dict_copy = dic.copy()
|
||||
merge = pd.concat([dict_copy, merge], ignore_index=True)
|
||||
print(merge)
|
||||
|
||||
|
||||
def get_data(company_file, company_name):
|
||||
sdir = "/Users/normrasmussen/Documents/Work/CustomerNotes/"
|
||||
notes = []
|
||||
line_num_array = []
|
||||
text_array = []
|
||||
list_of_dicts = []
|
||||
pay_dict = {"company_name": company_name}
|
||||
company_path = Path(
|
||||
f"/Users/normrasmussen/Documents/Work/CustomerNotes/{company_file}"
|
||||
)
|
||||
@ -52,30 +62,43 @@ def get_data(company_file, company_name):
|
||||
# Now we are cleaning it up.
|
||||
# Removing the hashes from the dates and titles.
|
||||
for note in notes:
|
||||
date = note[0][2:]
|
||||
if note[2].startswith("### "):
|
||||
note_title = note.pop(2)[3:]
|
||||
date = note[0][3:]
|
||||
copy = " ".join(note[1:])
|
||||
pay_dict["date"] = date
|
||||
pay_dict["copy"] = copy
|
||||
pay_dict["type"] = "Meeting"
|
||||
if note[2].startswith("### "):
|
||||
note_title = note.pop(2)[4:]
|
||||
pay_dict["title"] = note_title
|
||||
else:
|
||||
pay_dict["title"] = f"Meeting Notes from {date}"
|
||||
list_of_dicts.append(pay_dict.copy())
|
||||
# print(list_of_dicts)
|
||||
return list_of_dicts
|
||||
|
||||
|
||||
def add_to_payload(date, note_title, copy, company_name):
|
||||
def add_to_payload(pay_dict):
|
||||
payload = {
|
||||
"records": [
|
||||
{
|
||||
"Author": "nrasmussen@gainsight.com",
|
||||
"ContextName": company_name,
|
||||
"ContextName": pay_dict["company_name"],
|
||||
"TypeName": "Meeting",
|
||||
"ExternalId": "WHAT IS THIS?",
|
||||
"Subject": note_title,
|
||||
"Notes": copy,
|
||||
"ActivityDate": date,
|
||||
"Subject": pay_dict["title"],
|
||||
"Notes": pay_dict["copy"],
|
||||
"ActivityDate": pay_dict["date"],
|
||||
"companyName": "AAR Corp Hardware Abscoa Division",
|
||||
"internalAttendees": ["Norm Rasmussen"],
|
||||
"externalAttendees": [""],
|
||||
},
|
||||
]
|
||||
}
|
||||
send_to_gs(payload)
|
||||
print(payload)
|
||||
|
||||
|
||||
"""
|
||||
# send_to_gs(payload)
|
||||
|
||||
|
||||
def send_to_gs(payload):
|
||||
@ -86,7 +109,7 @@ def send_to_gs(payload):
|
||||
"Accesskey": APIKEY,
|
||||
}
|
||||
response = requests.post(url=url, headers=headers, json=payload)
|
||||
|
||||
"""
|
||||
|
||||
if __name__ == "__main__":
|
||||
get_files()
|
||||
|
||||
Reference in New Issue
Block a user