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
|
||||
|
||||
## 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
|
||||
|
||||
@ -21,18 +24,21 @@ 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
|
||||
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
|
||||
@ -40,7 +46,8 @@ 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).
|
||||
@ -54,14 +61,16 @@ Compliance: mandatory courses on topics like Data Security or Workplace Inclusiv
|
||||
* Using ILTs dummy pre launch
|
||||
|
||||
## 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.
|
||||
|
||||
### 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
|
||||
@ -74,6 +83,7 @@ Compliance: mandatory courses on topics like Data Security or Workplace Inclusiv
|
||||
* 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.
|
||||
@ -87,4 +97,4 @@ Compliance: mandatory courses on topics like Data Security or Workplace Inclusiv
|
||||
* 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.
|
||||
* Meeting for next week: can we move to 11am to accommodate Kopita, who is PST.
|
||||
|
||||
@ -1,5 +1,9 @@
|
||||
# DoorDash
|
||||
|
||||
## 11/14/2022
|
||||
|
||||
### 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.
|
||||
|
||||
@ -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?
|
||||
|
||||
@ -1,5 +1,9 @@
|
||||
# Douglas Elliman
|
||||
|
||||
## 08/15/2022
|
||||
|
||||
### Odds and Ends
|
||||
|
||||
Current Issues:
|
||||
* Videos would stop
|
||||
* Lots of people stuck at 17-18%
|
||||
@ -11,6 +15,8 @@ Current Issues:
|
||||
|
||||
## 9/27/2022
|
||||
|
||||
### 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
|
||||
@ -27,6 +33,8 @@ Current Issues:
|
||||
|
||||
## 10/18/2022
|
||||
|
||||
### 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.
|
||||
@ -38,6 +46,8 @@ Current Issues:
|
||||
|
||||
## 11/29/2022
|
||||
|
||||
### Incorrect Reporting
|
||||
|
||||
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.
|
||||
|
||||
@ -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
|
||||
|
||||
@ -1,5 +1,9 @@
|
||||
# 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
|
||||
@ -20,5 +24,4 @@
|
||||
|
||||
* 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
|
||||
|
||||
* Break that 2k into small chunks and charge x *10 or*20 depending on the number of people
|
||||
|
||||
@ -1,10 +1,12 @@
|
||||
# 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
|
||||
- Tim: Product, overall strategy, creating space for Andres (Designer)
|
||||
- Andres: Product Designer, UI and design, aligns with brand guidelines, working without engineering team
|
||||
@ -55,7 +57,9 @@ Share some examples
|
||||
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
|
||||
@ -69,12 +73,14 @@ Questions from Andres:
|
||||
- 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
|
||||
|
||||
### 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
|
||||
|
||||
- [ ] 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)
|
||||
@ -90,7 +96,9 @@ Availability (Blocked, Active, Full/Invisible) should also be part of the course
|
||||
Pre-Requisites
|
||||
|
||||
## 8/22/22
|
||||
|
||||
### 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
|
||||
@ -100,6 +108,7 @@ 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
|
||||
@ -108,20 +117,22 @@ Pre-Requisites
|
||||
* 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."
|
||||
@ -15,23 +19,25 @@ 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
|
||||
|
||||
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
|
||||
|
||||
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.
|
||||
@ -54,10 +60,10 @@ Partner instance and SSO expectations
|
||||
* [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
|
||||
|
||||
* 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
|
||||
* Norm to set up Sandbox for Ryan
|
||||
|
||||
@ -1,7 +1,9 @@
|
||||
# Meetings
|
||||
|
||||
# Nana
|
||||
|
||||
## 10/04/2022
|
||||
|
||||
### Takeover from Travis
|
||||
|
||||
* Clone Courses from Nana Fountain Academy into Nana Academy
|
||||
* Nana Support Resources
|
||||
* Expectations for using Nana
|
||||
@ -10,4 +12,3 @@
|
||||
* 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
|
||||
|
||||
|
||||
@ -1,6 +1,9 @@
|
||||
# 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
|
||||
|
||||
@ -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?
|
||||
|
||||
|
||||
@ -1,6 +1,9 @@
|
||||
# Meetings
|
||||
# PDFButler
|
||||
|
||||
## 9/30/2022
|
||||
|
||||
### Sales Demo
|
||||
|
||||
* Salesforce ISV - Top 35, Crest Level
|
||||
* Document Electronic Signatures
|
||||
* All clients and partners are Salesforce SIs
|
||||
@ -33,6 +36,9 @@
|
||||
*
|
||||
|
||||
## 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.
|
||||
|
||||
@ -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)
|
||||
### Main People
|
||||
|
||||
- Asia (Joanna)
|
||||
- Chris Burns
|
||||
- Technical - Chris Campbell & Developer
|
||||
- Content/Admin - Asia Jarosz
|
||||
- Design - Chris' team
|
||||
|
||||
### 8/22/2022
|
||||
-
|
||||
|
||||
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
|
||||
|
||||
@ -1,5 +1,9 @@
|
||||
# Scenario
|
||||
|
||||
## 06/20/2022
|
||||
|
||||
### Implementation
|
||||
|
||||
* New order of cards:
|
||||
* Scenario Basics
|
||||
* Core Concepts
|
||||
|
||||
@ -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?
|
||||
|
||||
@ -1,4 +1,11 @@
|
||||
## 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
|
||||
@ -12,5 +19,6 @@
|
||||
- Original division of company is saas/software company
|
||||
|
||||
Goal of this project:
|
||||
* Provide on demand learning for new hires, continued training, assesments
|
||||
|
||||
* Provide on demand learning for new hires, continued training, assessments
|
||||
* Cecilia creating master question banks
|
||||
|
||||
@ -1,10 +1,16 @@
|
||||
# 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
|
||||
@ -43,12 +49,19 @@ 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
|
||||
* 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
|
||||
|
||||
## 08/01/2022
|
||||
|
||||
### Meeting & Priorities
|
||||
|
||||
* They have an onboarding dashboard wizard and shows when they complete training.
|
||||
* treuter@stopitsolutions.com
|
||||
* <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:
|
||||
|
||||
@ -1,5 +1,9 @@
|
||||
# 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?
|
||||
|
||||
@ -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