norm/Gainsight
1
0
Fork 0
Code Issues Pull Requests Packages Projects Releases Wiki Activity

Got rid of Neorg stuff. MKNFLOW has what I need and their new features with templates solves most of my issues. I moved norg files to md and improved some plugins.

Browse Source
This commit is contained in:
Norm Rasmussen
2023-08-30 17:09:31 -04:00
parent e0d0894176
commit 255547df14
108 changed files with 1055 additions and 515 deletions
Download Patch File Download Diff File Expand all files Collapse all files

BIN
CustomerNotes/.DS_Store vendored Normal file
View File

Binary file not shown.

1
CustomerNotes/.obsidian/app.json vendored Normal file
View File

@ -0,0 +1 @@
{}

5
CustomerNotes/.obsidian/appearance.json vendored Normal file
View File

@ -0,0 +1,5 @@
{
"accentColor": "",
"cssTheme": "",
"theme": "obsidian"
}

4
CustomerNotes/.obsidian/community-plugins.json vendored Normal file
View File

@ -0,0 +1,4 @@
[
"dataview",
"theme-picker"
]

29
CustomerNotes/.obsidian/core-plugins-migration.json vendored Normal file
View File

@ -0,0 +1,29 @@
{
"file-explorer": true,
"global-search": true,
"switcher": true,
"graph": true,
"backlink": true,
"canvas": true,
"outgoing-link": true,
"tag-pane": true,
"page-preview": true,
"daily-notes": true,
"templates": true,
"note-composer": true,
"command-palette": true,
"slash-command": false,
"editor-status": true,
"bookmarks": true,
"markdown-importer": false,
"zk-prefixer": false,
"random-note": false,
"outline": true,
"word-count": true,
"slides": false,
"audio-recorder": false,
"workspaces": false,
"file-recovery": true,
"publish": false,
"sync": false
}

20
CustomerNotes/.obsidian/core-plugins.json vendored Normal file
View File

@ -0,0 +1,20 @@
[
"file-explorer",
"global-search",
"switcher",
"graph",
"backlink",
"canvas",
"outgoing-link",
"tag-pane",
"page-preview",
"daily-notes",
"templates",
"note-composer",
"command-palette",
"editor-status",
"bookmarks",
"outline",
"word-count",
"file-recovery"
]

22
CustomerNotes/.obsidian/graph.json vendored Normal file
View File

@ -0,0 +1,22 @@
{
"collapse-filter": false,
"search": "",
"showTags": false,
"showAttachments": false,
"hideUnresolved": false,
"showOrphans": true,
"collapse-color-groups": true,
"colorGroups": [],
"collapse-display": true,
"showArrow": false,
"textFadeMultiplier": 0,
"nodeSizeMultiplier": 1,
"lineSizeMultiplier": 1,
"collapse-forces": true,
"centerStrength": 0.518713248970312,
"repelStrength": 10,
"linkStrength": 1,
"linkDistance": 250,
"scale": 0.36288736930121135,
"close": false
}

1
CustomerNotes/.obsidian/hotkeys.json vendored Normal file
View File

@ -0,0 +1 @@
{}

19888
CustomerNotes/.obsidian/plugins/dataview/main.js vendored Normal file
View File

File diff suppressed because one or more lines are too long

10
CustomerNotes/.obsidian/plugins/dataview/manifest.json vendored Normal file
View File

@ -0,0 +1,10 @@
{
"id": "dataview",
"name": "Dataview",
"version": "0.5.56",
"minAppVersion": "0.13.11",
"description": "Complex data views for the data-obsessed.",
"author": "Michael Brenan <blacksmithgu@gmail.com>",
"authorUrl": "https://github.com/blacksmithgu",
"isDesktopOnly": false
}

146
CustomerNotes/.obsidian/plugins/dataview/styles.css vendored Normal file
View File

@ -0,0 +1,146 @@
/** Live Preview padding fixes, specifically for DataviewJS custom HTML elements. */
.is-live-preview .block-language-dataviewjs > p, .is-live-preview .block-language-dataviewjs > span {
line-height: 1.0;
}
.block-language-dataview {
overflow-y: auto;
}
/*****************/
/** Table Views **/
/*****************/
/* List View Default Styling; rendered internally as a table. */
.table-view-table {
width: 100%;
}
.table-view-table > thead > tr, .table-view-table > tbody > tr {
margin-top: 1em;
margin-bottom: 1em;
text-align: left;
}
.table-view-table > tbody > tr:hover {
background-color: var(--text-selection) !important;
}
.table-view-table > thead > tr > th {
font-weight: 700;
font-size: larger;
border-top: none;
border-left: none;
border-right: none;
border-bottom: solid;
max-width: 100%;
}
.table-view-table > tbody > tr > td {
text-align: left;
border: none;
font-weight: 400;
max-width: 100%;
}
.table-view-table ul, .table-view-table ol {
margin-block-start: 0.2em !important;
margin-block-end: 0.2em !important;
}
/** Rendered value styling for any view. */
.dataview-result-list-root-ul {
padding: 0em !important;
margin: 0em !important;
}
.dataview-result-list-ul {
margin-block-start: 0.2em !important;
margin-block-end: 0.2em !important;
}
/** Generic grouping styling. */
.dataview.result-group {
padding-left: 8px;
}
/*******************/
/** Inline Fields **/
/*******************/
.dataview.inline-field-key {
padding-left: 8px;
padding-right: 8px;
font-family: var(--font-monospace);
background-color: var(--background-primary-alt);
color: var(--text-nav-selected);
}
.dataview.inline-field-value {
padding-left: 8px;
padding-right: 8px;
font-family: var(--font-monospace);
background-color: var(--background-secondary-alt);
color: var(--text-nav-selected);
}
.dataview.inline-field-standalone-value {
padding-left: 8px;
padding-right: 8px;
font-family: var(--font-monospace);
background-color: var(--background-secondary-alt);
color: var(--text-nav-selected);
}
/***************/
/** Task View **/
/***************/
.dataview.task-list-item, .dataview.task-list-basic-item {
margin-top: 3px;
margin-bottom: 3px;
transition: 0.4s;
}
.dataview.task-list-item:hover, .dataview.task-list-basic-item:hover {
background-color: var(--text-selection);
box-shadow: -40px 0 0 var(--text-selection);
cursor: pointer;
}
/*****************/
/** Error Views **/
/*****************/
div.dataview-error-box {
width: 100%;
min-height: 150px;
display: flex;
align-items: center;
justify-content: center;
border: 4px dashed var(--background-secondary);
}
.dataview-error-message {
color: var(--text-muted);
text-align: center;
}
/*************************/
/** Additional Metadata **/
/*************************/
.dataview.small-text {
font-size: smaller;
color: var(--text-muted);
margin-left: 3px;
}
.dataview.small-text::before {
content: "(";
}
.dataview.small-text::after {
content: ")";
}

162
CustomerNotes/.obsidian/plugins/theme-picker/main.js vendored Normal file
View File

File diff suppressed because one or more lines are too long

10
CustomerNotes/.obsidian/plugins/theme-picker/manifest.json vendored Normal file
View File

@ -0,0 +1,10 @@
{
"id": "theme-picker",
"name": "Theme Picker",
"version": "1.0.8",
"minAppVersion": "1.0.0",
"description": "Quickly preview installed themes",
"author": "kenset",
"authorUrl": "https://github.com/kenset",
"isDesktopOnly": true
}

11
CustomerNotes/.obsidian/plugins/theme-picker/styles.css vendored Normal file
View File

@ -0,0 +1,11 @@
.theme-picker-modal {
box-shadow: 0px 0px 17px 0px rgb(0 0 0 / 25%);
}
.theme-picker-color-scheme-icon > svg {
fill: var(--text-muted);
}
.theme-picker-color-scheme-icon:hover > svg {
fill: var(--text-normal);
}

163
CustomerNotes/.obsidian/workspace.json vendored Normal file
View File

@ -0,0 +1,163 @@
{
"main": {
"id": "4fc3a5cdcd99de07",
"type": "split",
"children": [
{
"id": "611cd5d51072ed6e",
"type": "tabs",
"children": [
{
"id": "15cae0f8ddecb454",
"type": "leaf",
"state": {
"type": "markdown",
"state": {
"file": "Anthology.md",
"mode": "source",
"source": false
}
}
}
]
}
],
"direction": "vertical"
},
"left": {
"id": "28ff22f702bbe9a4",
"type": "split",
"children": [
{
"id": "2e1703f8c10ec576",
"type": "tabs",
"children": [
{
"id": "10c861da40f1b918",
"type": "leaf",
"state": {
"type": "file-explorer",
"state": {
"sortOrder": "alphabetical"
}
}
},
{
"id": "82e21ce7bb9cb3a4",
"type": "leaf",
"state": {
"type": "search",
"state": {
"query": "churn",
"matchingCase": false,
"explainSearch": false,
"collapseAll": false,
"extraContext": false,
"sortOrder": "alphabetical"
}
}
},
{
"id": "be6b46faba7dd7a6",
"type": "leaf",
"state": {
"type": "bookmarks",
"state": {}
}
}
]
}
],
"direction": "horizontal",
"width": 300
},
"right": {
"id": "b2b8a695a6ae16ba",
"type": "split",
"children": [
{
"id": "c5df452df2a17ea1",
"type": "tabs",
"children": [
{
"id": "92255194e0bbfd63",
"type": "leaf",
"state": {
"type": "backlink",
"state": {
"file": "Anthology.md",
"collapseAll": false,
"extraContext": false,
"sortOrder": "alphabetical",
"showSearch": false,
"searchQuery": "",
"backlinkCollapsed": false,
"unlinkedCollapsed": true
}
}
},
{
"id": "74e4fa3796a23614",
"type": "leaf",
"state": {
"type": "outgoing-link",
"state": {
"file": "Anthology.md",
"linksCollapsed": false,
"unlinkedCollapsed": true
}
}
},
{
"id": "551ec272d04e40fe",
"type": "leaf",
"state": {
"type": "tag",
"state": {
"sortOrder": "frequency",
"useHierarchy": true
}
}
},
{
"id": "457cb6080b97ec53",
"type": "leaf",
"state": {
"type": "outline",
"state": {
"file": "Anthology.md"
}
}
}
]
}
],
"direction": "horizontal",
"width": 300,
"collapsed": true
},
"left-ribbon": {
"hiddenItems": {
"switcher:Open quick switcher": false,
"graph:Open graph view": false,
"canvas:Create new canvas": false,
"daily-notes:Open today's daily note": false,
"templates:Insert template": false,
"command-palette:Open command palette": false
}
},
"active": "15cae0f8ddecb454",
"lastOpenFiles": [
"github_readme_profile.md",
"G2.md",
"Fun Filtering Forays.md",
"ChurnZero.md",
"test.md",
"Skuid.md",
"2023-05-23.md",
"Untitled.canvas",
"Agriwebb.md",
"Artsy.md",
"4Pillars.md"
]
}

15
CustomerNotes/4Pillars.md Normal file
View File

@ -0,0 +1,15 @@
# 4Pillars
## 05/20/2022
### First Meeting
Code igniter information
RDS on AWS SQL database
Send documentation for open access and appending learner information into URL
Scrolling not working on course overview page or LX when embedded into their app
Launch is still on track, translation can wait a day or two
As long as embedded experience working, parameters can be passed

55
CustomerNotes/Agriwebb.md Normal file
View File

@ -0,0 +1,55 @@
# 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
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.
How are points different than badges? They are thinking of not having both.
Points are closer to a rewards based system. A promotion such as "earn all your badges in the first month".
Properties for promotions. Who has or hasn't completed a prior promotion?
This would be for new customers - how can they create promotions for existing customers?
Existing customers are a phase 2 thing.
They want track in Chargbee.
## 03/30/2023
### Languages with David
ASK:
- Trial account to their software for branding purposes
- Branding/Style guide PDF
- Languages
- Badges (done?)
- Leah?
- Instance Division Segmentation
Languages: partnership with a reseller in Brazil. They will be selling Agriwebb in their region.
Cargill team is the partner.
14th April
Marketing & product is being converted/translated
Support materials is on that list. But hasn't been started.
All hosted in Intercom
90% of academy content are videos. but they haven't been translated yet.
Everything embedded from Wistia.
Audio is unchanging, still English
Will be used for internal and external training with Cargill
Since app is in english, they will need to re-shoot videos after app translation
Captions are acceptable for now.
In the future:
- Design refresh
- Content refresh with product updates
- Leveraging API for enrolling ppl in courses based on Agriwebb product dashboard.

92
CustomerNotes/Aiim.md Normal file
View File

@ -0,0 +1,92 @@
# AIIM
## 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
* Launched their course with the password protected proctored test
* Quiz has 120 min timer, same with Proctor-U settings
* No failures is a good thing, they want everyone to pass
* Is thinking about integrating Zapier, Shopify, and Northpass. Learner's have to pay for a retake.
* Using Accredible for certificates.
* Accredible: make a group, make a certificate name same as group
* It does some funny things with dates
* Heavily using Workflows in Hubspot. Connected to Unific via Shopify
* Data: Bold to Shopify, Shopify to Hubspot. Hubspot becomes the main repo for all data. How to integrate Northpass?
* Getting large customer orders that can't go through bold, they go straight to Shopify. Managing expiration/join dates in a Trello card.
* Large customers are invoiced separately, bold can't do $0.
* She is just thinking about this, no engineering hours needed yet.
* The other item she wanted to talk about:
* They just started using Services Hub
* Wants to know other client use cases
* Using typeform for reviews, but will start using services hub
* Mostly to gather feedback
* What feature are they using Services Hub for mostly?
* Service Hub is a HUBSPOT product
* She got stuck on a workflow
* CIP Exam, it should trigger for all learners not just a specific one
* But she is getting a trigger for "enter UID" which she doesn't want to do
* This should be for everyone.
## 11/08/2022
### Monthly Sync with Georgina
* Setup an incredible workflow in Hubspot
* NP activation link
* Dropped into Hubspot > goes in contact field
* Wants to explore gamification and badging
* Self gratification
* Wants to mimic duolingo
## 12/20/2022
### Year End Review & 2023 Planning
Engagement is the big push.
FEAT: Amazon & AI type recommendations, Peer selling, FOMO course enrollment
More customers would be ideal, growth
Adding courses, bundling of Learning Paths
CIP is a big portion of their revenue, they want to add people and sell more CIP exams.
Better Leveraging the Hubspot integration
New President is only 2 weeks old but may have ideas
_Analytics:_
* Wishes she could jump into the person a bit more. Look at their "Journey". Self-serving with learner analytics for when they get tickets.
* More for Admins
* Pulling certain roles & attributes
* Being able to impersonate that person, or move them to complete when they are stuck. View what they see.
## 05/23/2023
Certs sends out credential name - it should share course/lp name instead of cert name
LinkedIn metrics for who has added the cert to their profile.
DONE: Send Georgina the pricing for OpenSesame.
## 08/25/2023
### Quiz Discussion
## Attendees
* Georgina Clelland
* Norm Rasmussen
Notes:
* Biometric testing tells AIIM which are good questions and which are bad.
* They need 150 test takers which act as a "proof" of how good the questions are.
* This can help with accreditation. This a real certification with backing. Good for 3 years.
* It's no longer a "certificate" but a proper certification.
* The algorithm _needs_ a unique identifier. Perhaps we can put it in brackets.
* Georgina to ask if hiding the brackets need to be hidden.
* Question from Georgina: the users don't want to grade the quizzes immediately.
* User will know that they aren't getting a grade but that they have completed the course.
* The activity name will be: 2023 Beta CIP Exam
DONE: Request to hide the EOQ screen from this quiz. Make sure AIIM removes the milestone.

201
CustomerNotes/Anthology.md Normal file
View File

@ -0,0 +1,201 @@
# Anthology
## 01/26/2023
### Content Intro
Microsoft Shop - Teams, Word, etc.
All are Global Ed Services
Katie is one team
KC is another team - this is one of many projects in Global Ed Services
KC - Main person
Mike Highfield - Solutions Architect, Solutions, Learning Ed team
Aaron Odden - LX architect, works with content creators, Learning Ed team
Katie Felton - Director for the academies, oversee all content creators & the teams. Ultimately responsible for the strategic direction
Nicole Melander - Exec Sponsor
Met with Patrcyja and got an overview. They still have a lot of questions.
* KC is responsible for project plan & the entirety of launch and running. She needs to understand what their team has to deliver.
* Needs to better understand what is in their subscription model, data tagging, extracts, etc.
* They have 1558 courses built.
* Nicole, "as we build courses now, are there things they should be doing differently on Northpass?"
Where to start: when they think about their structure of learning, what is the nomenclature and hierarchy of content?
Content types:
* Passive
* Playlist
* Videos
* Active
* Course (milestones, etc)
* ILTs and Live Events - both synchronous and asynchronous
They don't want to move people from Blackboard learning to Northpass - it doesn't make sense for them to move.
There is cohort (8-12 weeks) and non-cohort learning.
MVP Launch, but unsure of what the users and products would be.
Each product has various
This will be a one-stop shop for all knowledge and data.
Seven tags per object, course, person, etc.
Companies are groups
* Inside each company are people, LPs, and Courses
Norm to ask KC:
* What is a constituent, learner, and global?
* What is the main group & course structure? Company is the most common.
* What data needs to be tagged to each object in Northpass? You mentioned 7 tags per object.
## 02/16/2023
### Data Needs with P,K,A
Scoreboards (Encompass)
Memberships (Encompass)
Decision Analytics (Encompass)
if learner.group contains "(Encompass)":
add learner to "()" group
Student, Encompass, Reach, Finance, HCM <-- Common arrangement or combination of products.
All enterprise products - ERP, CIS, CRM, and maybe for their alumni association.
Userbase of reach... which means:
Reach, Student, Finance at Enterprise level.
Encompass at Essential
KC working on logic to make sure we can know what to design
Logic is:
* Is their domain Anthology.com
* if no: are they a known subscriber?
* if no: contact CXM
Question from Patrycja - what is the difference between async and sync courses?
* Cohort, 8-12 weeks, facilitated by "teachers", and they exist only in Bb academy --> Want to add to Northpass, but not a
priority.
* Async, move through it at your own pace.
Roles in their current academy:
Currently using nested folders for differentiating content based on roles. What they are thinking is
## 02/23/2023
### Questions from KC
As we think about our existing content and products, they are at different states of maturity for the learner experience
of that product. For example, has the most advanced and cohesive content regarding the product. Student, on the other hand, is all short, micro-learning without a whole bunch of cohesiveness.
From their perspective of "selling" the academy. As a client, you'll get LPs, ILTs, etc. For student, there won't be any
courses anytime soon - so how can we sell value with the "resources" library, etc?
* Question: can we hide sub navigation links depending on the product/setup? <-- YES!
* The problem they are looking to solve by this question is when marketing, they say, "your academy has xyz" and then
client's complain when something isn't available.
This will be a similar setup across the entire customer base. Some products will have ILTs, some will have LPs, some
will have courses and others won't They will need to hide navigation for any non-available course.
Question from Mike: KC mentioned the BB side of things. They have a separate instance and they are working on how to get
that content ready so it is part of the new combined academy. The most useful exercise in the sandbox for him is to
dummy it.
They have "playlist" type courses. 4x videos of 2:15 in length. They want to keep these distinct, and don't use the
language of "course" because it's not a course. They need a course property boolean to skip overview page; completion
page, etc.
## 04/06/2023
DONE: Ask if we can invite KC to their Wistia Project
DONE: Create ExcelSheet for what Northpass needs to accurately update the SRT file.
WARN: Wants to start uploading within the week
Content Creators will begin again with 1.0 versioning
Content creators will also be updating content "once in a blue moon" or when the product necessitates it.
## 05/24/2023
### Implementation Update & Questions
Questions:
* From last meeting, wanted to discuss LinkedIn Learning. They have an LiL account that all employees have access to.
How to integrate it into Northpass? Anthology has Enterprise Account.
* Wilson's Scenario: Learning Path in Northpass for CS agents. In that1, they want to bring in Product training1, and
also go through a LinkedIn Learning video on "CS fundamentals". He wants it to be "presented" to learners as a
seamless experience in learning.
* Manju: can he take LinkedIn Learning analytics into Northpass? No.
## 06/29/2023
### Random Questions and Tasks
DONE: Can "allow retakes" default to yes for all newly created courses?
## 07/14/23
### Launch Day Nervousness
ALl good! It went smoothly.
## 08/25/2023
### Post Launch Meeting
### Attendees
* KC Williams
* Norm Rasmussen
## Notes
* Ideal regular meeting - every week until we are "more finished" and polished.
* Fridays at 9:30 am EST
* Is very happy that there's no confirmation email for pre-reg sign ups
* Two common cases for learners with no course:
* Users signing up with their Gmail email
* A random person who isn't part of Anthology, finds their academy, might be interested to learn more, works in
higher ed, and then signs up. -- This is much smaller of a use case.
* This could also be for international clients, students, non-english speakers, or just random person in higher ed.
* If someone else types their email in incorrectly, that's a possible use case.
* At some point in the future (next FY-July-June) they will have some things published in the catalog.
* They are months out from that. Courses aren't developed yet.
* For the edu users that aren't on the list should:
* Sign up as normal and make it past the first screen
* Ideally they will not see the Tell us More Screen.
* However, it's okay if they fill that out and then land on the /app page with the warning.
* They should NOT see an empty catalog.
DONE: Add warning for any personal email addresses entered into field. And make button unclickable.
## Search and Filter Needs
* This is priority one. Internally people are asking and external people are complaining.
* They _need_ search and filtering capability. Right now, it's not really working as they need.
* UX has asked KC to ask us for strategic advice. They need to look at it not just from how the screens look, but how
they work too.
* The original filter screen was removed from the main page cause it was causing confusion.
* The experience should be that if you filter and then search you will search only WITHIN that filter.
* Can we not use Ocean Academy to search and then filter?
DONE: Can we do a "page search" bar that doesn't use Northpass searching? Some library?
## Roles and Content Grouping
* They are still thinking through something like an Ocean Academy example of grouping content
* The roles for using engage will be different than the roles for reach
* Sysadmin for Engage could be different than Sysadmin for Reach. It may not even be sysadmin - it would be "general
technology".
* Student is the "par excellence" where anything goes and all content is mixed.
* Engage on the other hand has everything planned. They would have 14-15 permutations of different tagging of content.
* Maybe we lead with a well-organized product.
## Other
* Amhit will be doing some people and content mapping. There's a QA doc for him to review. He will be doing clean up.
* Abishek is on his team but unsure of responsibilities.

123
CustomerNotes/Artera.md Normal file
View File

@ -0,0 +1,123 @@
# Artera
## 11/21/2022
### Meeting with Emily, new Lead
Jackie is the main teammate in Northpass. Emily has questions about our relationship with Northpass, etc.
Used to be a thought industry user - she loved them
Bi monthly meetings - starting in January - Emily, Jackie, Sally (Optional)
Which days are best? Wed/Thursday
Partnership team
Other questions and known issues:
* What product plan do they have?
DONE: Jackie the owner to schools. Add Emily and Sally to distribution list.
Jackie is the go to! Emily & Customer Education is the main use case.
Issues other people were having:
DONE: The comms was not updating. Specifically, an image. There is a ticket from there. November 3rd a ticket was sent. They need an update by Dec 15th.
DONE: Auto activation with learners is not working. Fake user - Jackie Arthur, jarthur+25@wellapp.com is the fake users name.
Post-Meeting Notes:
* They have four instances: Meditech, LearnWELL, GrowWELL, WELL Health Partners
## 12/1/2022
### Auto Activation of Users
FEAT: For open access, it says "invite" button, but the email doesn't get sent. Please change the button to add.
What happens between deal closed to PM adding them to Northpass?
Main metric is course completion.
By adding people ahead of time, this covers Artera's butt by adding and enrolling them into their specific group.
FEAT: Auto Admin Message when a group is created and who created the group.
FEAT: Also, they want to see Logs for User Activity - namely around group creation.
Voice of the customer request: Managers can't reset passwords?
DONE: If a Manager in an academy with SSO turned on, does it not know how to reset password?
## 01/12/2023
### Emily Only
Course progress stats, but week over week
70% average course completion is her standard
She wants a week over week course
DONE: Setup custom report with WoW of course progress.
## 01/26/2023
### Certs, Custom Reports, etc
DONE: Learning Path. If they are enrolled, it shows the courses below ALONG with in the learning. path.
Jackie: if you're assigned a learning path and you've self-enrolled in a course that exists in the learning path, the courses shouldn't show underneath.
Follow up: Show her how someone could be assigned in a course and learning path.
Call the Dashboard "My Courses".
Dashboard Order:
1. In Progress
2. Enrolled
3. Completed
Jackie already attached the certs to all the courses.
Custom cert can anyone do it? Or Enterprise only.
## 03/09/2023
### Sync up
Questions from Emily:
* They are trying to get people into the academy more consistently during implementation. Usually people send them
courses and let them enroll. When a new feature comes out, they create a new group with those courses and send out the
group link. Jackie's addition: typically, when someone needs to take a new course, its not the same as implementation
people. Looking for my recommendations.
* Jackie's question, if you keep the group the same but add courses, does everyone get the course?
* Manager permissions, no "select all" for course assignments.
* FIX: If a manager creates a group, they don't OWN the group. The Admin needs to go in and assign that created group.
* FIX:: Is there a way to programmatically assign a manager courses, groups, etc? - NO.
DONE: embed calendar into events page and sidebar of My Courses: 'https://calendar.google.com/calendar/u/0/embed?height=800&wkst=1&bgcolor=%23ecf0f9&ctz=America/Los_Angeles&showTabs=1&mode=AGENDA&title=WELL+Customer+Training+Workshops&showCalendars=1&showNav=1&showTitle=0&showDate=1&showPrint=1&src=Y184ZXM5aGp2Y2g4YnJnZTU2b3VsZXY0NGgzc0Bncm91cC5jYWxlbmRhci5nb29nbGUuY29t&color=%23B39DDB'
## 03/23/2023
### Moving to Prod
Monday 27th.
Some H1s hiding behind banner.
If it is done on Monday Jackie can then record the video.
Wrap categories if too long.
Each box is the same height.
Emily due April 19th. Will then be on parental leave.
## 05/02/2023
### Scheduled Report Request
They use looker and allow customers to 'self-service' their reports. Learners must complete the course before being able
to access the reports.
DONE: Custom Report for completions of "Self Service Analytics" Course.
Other items: redoing the design of the internal LMS.
## 06/01/2023
### Internal Instance Redesign
They don't need ILTs for the internal.
Match the external Artera LMS - as close to 1:1 as possible.
Notes on what to and not to change:
* My Courses - remove events embed, center all cards and make courses 3 across.
* Course cards - They will not be using short description, make cards smaller.
* Sub nav - Remove LP & Events
* Homepage - no homepage, My courses is the homepage
No official release, just move over when ready.
Should be completed once Jackie returns from PTO.
Anytime after the week of July 3rd. Jackie is back on July 11th.
Jackie is OUT as of 22nd.

23
CustomerNotes/Artsy.md Normal file
View File

@ -0,0 +1,23 @@
# Artsy
## 10/19/2022
* Ellen, Marketplace Support lead
* Wants to use for onboarding training
* New to artsy, 3 months, bad onboarding experience
* Has a new person started in November and wants to use training on Northpass.
* Specifcally creating her own training for her team.
## 11/10/2022
### Contract & Training/Gating Discussion
*Training and Gating Topics*
* BambooHR > Northpass
* They are not using milestones to block SCORM content
* They are understanding the difference between gated content with a SCORM file and Northpass
* Taught them how to setup milestones.
* "Where does OpenSesame end and Northpass begin?"
* They may want to test and replace courses with ones that you cannot scrub or skip through videos.
*

340
CustomerNotes/BigIdeasLearning.md Normal file
View File

@ -0,0 +1,340 @@
# Big Ideas Learning
## 8/25/2022
**3 Points for our Meeting:**
* Analytics
* First back to school season, in October post-mortem report on how year one went
* Wants to discuss data points that would lead to ROI and KPI
* Survey or NPS scores
* Email other important metrics for analysis
* These numbers are very low compared to the number of people invited
* The number of groups is the number of total invited groups/clients
* People can opt out,
**Flow:**
1. Auto email goes out with a description of how to get into the academy
2. No one clicks
3. 110 clients have been invited and each client is a districts
4. Each district could be 2 people or 30 people
5. Are they enabling their districts to forward the emails along?
### Custom Reports
**Requested Data in Reports:**
* Group Name + Created + Members
* List of People not Necessary
* Back to School Season needs it Weekly
* Last week of July to Last week of September
* Friday Morning Delivery
* No Group ID
> Overall goal is spending less time in live trainings with small districts (<$50,000)
> This time last year, 35% of trainings were spent with small accounts
> This year, 26%! A 10% change.
115 actually did training, ~350 hours
This is just training time, hours for travel and planning isn't' factored in
This has been successful now and is positioning for something better in the future
Idea has been floated to sell stuff in the future. No timeline or roadmap for this.
Low enrollments because District Contact invites teachers to the platform
Larson isn't in control of the communications
Might be more comfortable a year from now helping with that
It is a sticking point to be in control of teacher's emails and contacts
**Other ideas:**
* SSO for their district
* BigIdeasMath.com is where learner's sign in right now
* Can we consolidate a single authentication method?
* Integrations with:
** Salesforce, Hubspot, Pendo, No BI Tool
**Next 6-8 Months:**
* Back to school "ends" mid-September
* Oct-December - Focus on Sales
* Jan - Mar - Continued Sales
* Launching new product segment, Elementary
* Launched & Begin Sales Fall 2022
* Implemented 2023
* Trained by April 2023
* Development of Resources in February 2022
* April is "next year" of Northpass
* Integrations, Design, and any other changes should be completed by April of 2023
* Wait until November for New Conversations
## 9/8/2022
* They need to train sales people on the new product
* And all other employees later in the future, mostly customer-facing employees
* Combo of live meetings & LMS
* They also need to train their partner, Geographic Learning
* Throwing around the idea of using Northpass for this
* GL needs accountability - share recording, small quiz, check they are done
* Can we use sales training and track actual sales?
* Add ammo for Sophia's case
* Workflow: attend the live session > Test knowledge >
* [X] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
* [X] Add personalized message to /app.
## 9/22/2022
* Takes a course > single question:
* Did you attend live training on {date}?
* If yes --> Free form course, review material, No quiz (resource)
* If no --> Milestones, videos, and quiz
* There are weekly trainings, that are live
* If they don't attend that, they need to do asynchronous training
* She wants to do scheduled release of sections, but a course per update might make more sense.
## 10/20/2022
*New Product Launch*
* Big sales training on this product happened
* They have recordings and bi-weekly follow up documents of all this new product knowledge
* She was hoping to put it into Northpass, but her VP said there is "information overload" and they need to simplify everything.
* Initiative fatigue in the company
* A big barrier is getting people into Northpass. Setting expectations to have them login to a new system makes it feel like another "task" for employees to do.
* So putting it in Sharepoint makes it "a resource" for employees to access on-demand.
* One of the challenges that Sophia is facing is the registration process for customers.
* Two things she wants to focus on next:
* Short term: Registration process is really messy. Authentication isn't clean for learner
## 11/17/2022
### Weekly Sync
Recreating the partner training, and redoing it again next month. Sophia is hopeful to get to use Northpass for this new product training. Any chance for her teams to utilize Northpass would be beneficial. They have a tool that they can use!
* Recreating this training is all delivered via Webinar & Live
* Bi-weekly Webinar Updates
* Partners decided to opt out of the bi-weekly webinars. Instead, they would much prefer the on-site.
Big shift in the coming weeks. Begin planning a revenue generating professional development product. Two models are being proposed, both are asynchronous. The earliest they will discuss the gap analysis for these initiatives if 29th, with follow up on the 5th. She will let me know on the 22nd if anything changes in their urgency and planning.
![Proposed Models](images/Larson_TrainingProposals.png)
DONE: Create a deck with all the limitations and advantages of Northpass. Due before Christmas.
Interested in the ILTs for the synchronous model.
## 12/1/2022
### Weekly Sync - Internal Enablement for Sophia
Their meeting from Tuesday was moved to tomorrow (12/2). Also, it may not even come up, so this is just good to have on hand. The project tables have turned, but they need to prove that this is valuable.
What does that mean?
Their EVP's vision of this project (revenue generating professional development product), is different than what he was thinking. Since it's not turning into what he wanted, he's losing interest. He was expecting a different market with a different product. He wanted a broader market and products - but neither serve the company's goals right now. He wanted to go into a market for customers and non-customers. But Larson isn't know as a professional development company, so acquisition would be all but impossible.
He didn't realize how far away they were from having that sort of reputation. They are not in a position to create a professional development material for such a large market.
Another big goal is retention. But this isn't focusing on that.
#### Presentation
This will be useful for gap analysis, at some point.
She was curious about slide 7 - what was my thought process?
She likes it because her and her VP of sales are *super* focused on retention. But she didn't understand how it might be useful.
Her thoughts:
* It either needs to be even more detailed with how it all gets done
* Or it needs to zoom out and show how the 5 circles fit into the Big Larson logistics
Things to change/add for the presentation:
DONE: Better understanding of the ILTs, specifically Live trainings.
DONE: They are unsure about automation logistics. What does it look like (the user experience) to Automate (SFDC, Pendo) and Authenticate users, and offer a portal.
They now market themselves as Big Ideas Learning, change branding to Big Ideas Learning.
Salesforce is what they use for orders, and Pendo is what they use for experience.
Retention is based on funding. Many districts can't find budget, they get what they get and that's it. Some do find it from student budgets, intervention funds, etc.
Not many annual contracts. They barely offer 3-year contracts, most are 5-7 years.
However, there are always ongoing discussions about changes to contract. For instance, a district might have bought a 6-year contract with only one year of PD. So in year 2 they will look for more PD.
*New Projects for 2023:*
* (Small) Significantly updating their district admin portal. They are thinking about putting together a course for admins to learn more about the changes.
* (Small) In the last year, they have increased their integration level with Canvas and Schoology. Districts are expecting them to train on products that aren't theirs. Such as, a course on Schoology or Canvas. Internally, they will create some generic course info for districts.
* (Bigger) National and Florida project courses will need to be put together for the new K-5 product. This will be a lift, so they need to get more agile and flexible when it comes to upgrading and creating a new courses.
Share best practices on content creation, and workflows and functionality, etc. If they can create and publish courses with fewer videos, that would be best. UX should be effective and enjoyable. The creation of videos can be a big lift.
DONE: In next meeting, share how people can more quickly create courses and be more flexible and agile in updating courses.
## 01/12/2023
### Chris Toothman, Tech Lead/Head of Product
They want to expand into professional development. He had some questions:
* Can we change the theme, look, and feel to be more inline with branding? - YES!
* External/Customer Use Case: Can we do SSO? Or Embed (Big Ideas Math or Ada)? How can we integrate more tightly into their existing app?
SSO Information:
Internal System - it is their clients that use the specific protocols & providers.
Embed + Open Auth is what might be easiest. They want to know how to segment and tell Northpass what items and trainings each customer has access to?
--> Properties & Groups
Big Ideas Math lives on top of a database with all this data. However, they also use Salesforce, which may be a good source of information.
The new platform (Ada) is not yet integrated into Salesforce.
Next Steps: Discuss segmentation & group provisioning.
DONE: Send Chris Information regarding embedding, authentication, groups & people, properties, and what design changes are available on enterprise vs premium.
Last Question: Can our authoring tool output into SCORM or other formats (what they call a "learning object").
## 01/26/2023
### Embed Next Steps
Work with Chris in 4-5 weeks (end of February-ish)
The team wants a proof of concept to see what an embed looks like.
## 02/23/2023
### How to achieve 90% impact with 10% effort
Her logins to sample:
"<https://www.myadamath.com/login>"
bigideasmath.com
UN: <smontiel@larsontexts.com>
PW: BigIdeas!
Redesign.
## 03/23/2023
### Design Update
She gave me her login again to the app. Gave Hubert assets.
Sophia is training 8 people across two teams on how to use Northpass and Best Practices.
Offered to join her if she needed help.
## 05/26/2023
### Planning for Expansion
The Story:
* How can support cs in making every customer a partner
* How to continue supporting district goals in years 2-5?
Context:
* CS team didn't exist a year ago. Now they have 5.
* What can we do to reach districts without manual work or without pushing their goals.
* What should be part of the story is the roster of people in Northpass via the platform (embedding).
Tasks:
* Norm to do the nitty gritty technical stuff.
* Sophia - to bring up and tell the story & Norm to create the tasks that add to that story.
People:
* Chris Toothman, Embedding, some technical information
* Ruben, CSM - Good at Metrics, CS goals, etc. Ruben managing Planhat.
Concerns:
* Restructuring Groups & Analytics concerns her. She is open to archiving everything and "starting fresh" with an academy.
* She doesn't know yet where she is going to get this sources for making content.
* Where does "follow up" training come from? What are the subjects?
* [She](2023-08-10_she.md) wants to be trained on making more modular, micro, smaller trainings
## 06/15/2023
### Analytics Feedback
Wants the Learning Path Analysis combined with Course Popularity. Basically, LP Popularity:
* How many learners started
* How many learners finished
* How many were "enrolled" in the learning path.
* Unique learner's don't matter
TODO: Create above report for Sophia in Looker.
## 06/29/2023
### Project Updates & Bandwidth
* First we need to meet with Ruben and Chris to give us context and direction.
DONE: Norm to follow up and update Ruben and Chris. Schedule separate meetings, include Sophia.
* Sophia will be giving Jason data on a monthly basis. Data points she is delivering:
* Number of districts that have access to Northpass - number of groups even with 0 members.
* Number of activated learners within each group.
* Number by account tier & additional training (SFDC)
* How many learners were active year to date.
* Number of active learners last month.
* Number of learners that have completed each learning path.
* Number of learners that have completed the LP YTD and Last Month.
* *YTD = May 1, 2022 - May 1, 2023*
* Number of learners that < 100%.
Filters for Multiple
## 07/24/2023
### Sync with Reuben on CS
He's hoping to launch scaled content, micro-learning.
What content do they give to customers?
CS is new "just off the ground" last year. So what they did last year is:
* Engaging with District Level stakeholders, how to bring them into the fold
* Wants to see a dual approach for end-user content
* Thinking about the cadence of a school year - when are opportune times for engagement?
* No matter the size of the district, the cadence of a school year is the same for every customer.
* They want to increase engagement across all users - teachers and district people
* More importantly, teachers turnover far less than district employees. Having good relationships with teachers is super important.
They had their first "scaled strategy" meeting this last week. They are interested in a viable repository of learning info and want to use Northpass. Hopefully by September 1st.
## Quiz Feedback
**Quiz feedback**
* Display information that is wider than correct/incorrect. An example 50% choose C, lets look at why.
* Their customers rate them lower when they don't like the quiz questions. Are Big ideas answering the correct items?
Sophia's focus has been the data and info for Jason.
* Overall goal: "Improve teacher onboarding experieince. Increase product usage and satisfaction."
# KPIS
- NPS for high usage districts
* Time on tasks for high touch tasks.
## 08/24/2023
### Technical Discussion
### Attendees
* Sophia
* Chris Toothman
* Seth Green - Video Content / Moving pictures on a screen
* Mary Rose - Art Director for Creative Department/Art Design team
* Courtney Nagle - VP of Teacher Learning and Research - New to team
* For this project, spearheading content/course development - pedagogy and content
### Goal
To better understand how we can make learners/teachers better and easier access to the academy. To increase usage by
delivering faster and easier access. Better access should make these accounts sticker and lead to better retention
and less churn. We will also want to discuss design items to make Northpass more like Big Ideas apps.
### Discussion
* Can Chris' team embed Northpass?
* Seth and Mary Rose will be working on designs and deliver us the figma files
* They will start using the catalog soon for Reuben and CS engagement
* There will be a PD landing page or other landing pages
* Sophia said there are a ton of different goals and many use-cases are using Northpass
* Sophia needs to be the organizer/ring leader to keep the academy organized.
* First time Sophia heard about a timeline/launch in October.
* Jason's main goal is to increase Northpass usage.
* This creative team of Seth and Mary is pretty new.
* They were in the same office building that was contracted to do design work
* That contractor was then acquired.

97
CustomerNotes/Blacklane.md Normal file
View File

@ -0,0 +1,97 @@
# Blacklane
## 07/01/2022
### Whos Who
- Calum: Content, User journeys
- Colin: Might be the same (has covid 7/5)
### Tasks
- [X] Create Flow Chart of Roles, Courses, NP Definitions etc
- [X] Lay out one course per role since we can't hide activities
- [X] Check with SE if we can hide activities based on role
- [ ] Create flow chart of how to create courses
- [ ] Annotated version of diagram - remove details
- [ ] Go through Master Course and look for holes
- [ ] Review
### Integrations
- Salesforce
### General Notes
- currently hosting every module in survey gizmo and intercom
- Need to break these down into activities
- Components == activities:w
- Calum wants the academy to be a living, adaptable thing
- DEADLINES: End of July, all courses done, Mid-August, Launch
- Ideally, august launch is full - they will still add courses, but the 9 modules must be completed before they can accept rides
- Hasn't discussed how to introduce the Launch
- soft launch without a big announcement,
- content carts inapp
- newsletters
- Formal launch to follow
- Calum has google sheet with all the training structures
- Roles in chauffer - admin, provider, dispatcher, reviewer, driver
- Is there a priority/importance of the roles?
- Regardless of role, all training is the same, currently.
- Need to separate it based on permisionning. How to separate training?
- Each role is different, no monetary incentive
- New account gets all training under Y
- Each course will need to be for each category
- Salesforce integration
- What is the trigger for Norm to gain another permission? Partner portal just updates their chauffer - only admin can update a driver's rules and permissions
- Updated driver doesn't need to take new training
- Permissioning doesn't change very often
- If someone has dropped off the app for 6 months, they will have to redo the trianing
**7/19/2022**
Colin
Which access rights/permissions within BambooHR to turn on the integration
Separation of instances - chauffer and internal -S
Northpass chauffers and northpass internal -
Calum is sick now, surgery - next week he will return
Design for both - start with basic design
Integration into app in Q4 -
SSO for chauffers
UUID - not through email since they have duplicates
Integrating with salesforce - what needs to be done in their salesforce to turn on integration
Colin is very familiar with SFDC
Timeline: SFDC Integration first, then migrate content into NP, go live in August to test for Chauffers
Timeline Internal: HR team wants to use it right away, GDPR as first training
Just focus on content creation with Chris
Turn on salesforce
watch it not work
have p set up webhook script for learner completed
pass uid in enrollment URL/invitation URL
chauffer clicks, enrolls, takes course, webhook goes back to SFDC
Thoughts:
Turn on so enrollment object gets created
Once it exists in salesforce, with workato we can update xyz in enrollments object
**Meeting with Chris from Learning Team**
Any department has to go through initial training
Service Excellence team,
Newbies from Manila are contractors and don't have BBHR access
These are your customer care team
Berlin, LA, etc all have Blacklane Employees
ILT wont work because they have to do instructor led training within a course
## 01/18/2023
### Braze/Northpass
- Webinar and Learning Data should go into Braze. If Braze can store that data, even better.
- Store IDs in Northpass from Braze or Salesforce
- They need to limit API calls because Braze will charge them more with even more API calls.
Data Warehouse: Airflow - between warehouses.
Trigger would come from warehouse that X course needs to happen because of decision Y.

226
CustomerNotes/Bolt.md Normal file
View File

@ -0,0 +1,226 @@
# Bolt
## 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:
* Retraining & no access to courses
* Google Sheets collecting information
* How many cases and tickets are coming in per week? - 300
* Able to complete it, but "blocked"
* Open the course but redirected to Bolt home page
* Or can't open the course
* South Africa & Tunisia - 7 markets total
* Could be network connectivity
* These markets tend to have older phones with much older versions of Android
* iOS defaults to Safari, Android uses "web view" which is old and could not work well with react framework that Northpass uses
* It is curious that this is happening with retraining.
* Charlie - the only thing I can think of doing is reverting the look to an older look
* Single example of Azerbaijani with OS 11, but not clear what the actual issue is
* Shows as complete, but he claims he could not complete. This sounds like a different issue.
* Nigerian driver running 8.1, this is the common issue and it _seems_ to be an OS versioning issue
* Possibility of the UID/Email not getting added in correctly?
## 11/14/2022
### Bolt In-App Training Release
* Launching in four markets: Azerbaijan (two languages, RU, AZ), Nigeria, Kenya, UK
* No training exists in France
* France and UK you can't mention "training" they are all suggestions
* "All is under control"
* Vera is back on Wednesday to talk about Arabic course.
* Everyone is waiting anxiously for in-app training
* Contract ends in January, she wanted to release earlier to have more analytics before renewal
* If it goes well, more markets will want this training.
* When everything is in-app, she's expecting higher adoption
* Do African markets adopt differently during the Winter Holidays? They may not celebrate Christmas.
## 11/28/2022
### Post-Android Release Meeting
Release of the new courses keeps being delayed.
Bolt engineers sent video of what the in-app training looks like, but the drivers see the category of the course. However, the course category is just for Doris. The drivers should not see the category on the course overview page.
DONE: Hide category from course overview page.
Doris also getting asked about the in-app learning launch.
She asked about Crowdin - a translation service. Do we have an integration?
DONE: Research a Crowdin integration. Ask Vera what her workflow is like.
## 12/8/2022
### Prep for QBR
The issue from Joonas, all in African Market. Mostly in Nigeria. Azerbaijan, SA, Tunisia, etc.
The recording is from someone who actually came to the hub and recorded their screen. What Bolt can see is the attempts which will show/not show if people are completing or having trouble.
From launch, 5 people have not completed it.
They were validating training vs no training in each markets. Acceptance rates and reviews are lower for those who haven't completed training.
This pilot is the first time we are able to test training within the app.
Non-Trainees have to figure out the system on their own. Trainees are told to accept everything, and so their acceptance rates are higher.
Non-Trainees ask other users, i.e veterans, and have more street smarts and therefore earn more than people who take the training.
To better grasp the content:
* They took this content themselves, and have A/B/C/D course tests.
* Testing Internal Platform (called Stories) and how it relates to NP and courses.
* Stories is a set of slides, and they are beginning to leverage it for learning.
* Group D is Edume. They don't have a contract, but wanted to see the test.
* The three platforms look very similar. Designer created a similar experience so people all have the same experience.
* Stories is marked as completed by going to the last slide.
* Average Training Attempts, Northpass is the worst.
* Started attempts... something is causing the users to restart.
* Northpass, median minutes of completion is the worst.
* If a driver doesn't organically reach the last step in registration, they don't get enrolled in the courses and are locked out.
* Usually they don't reach if they don't offer some documents.
* Training is sitting on the last step. So without the steps.
* In-app training should solve this last issue due to them already being registered and in the app.
* Median minutes is very preliminary since its only been 8 days. This first is from enrollment to completion.
* Median minutes for spent on training is the entire course. Not activity.
* Out of 10 cases of average start count is > 5... more than 5 times they have tried to start training. 10 cases total, 8 are Northpass.
DONE: Look in DataDog after Doris sends time or people that are being stuck.
Something else that Joonas has mentioned, enrollment process between Northpass & Edume is quite different. Differences:
* Northpass needs first, last, and email
* Edume doesn't need any information. This is helpful with GDPR.
By next Friday, Doris is hoping to have more data and details to see how the previous data changes.
What Doris is happy to see, is that the activation rate of non training users is much lower. So training has specific and real effects.
Between Markets, Training vs No Training is quite different in Azerbaijan and UK
## 12/15/2022
### Bolt Prep
We have made 3 changes since their renewal:
* Updates
* Better CS
* Improve Platform Capabilities
We have made updates to the course player. Redesign Course. Help build Rich Text content. Setup in-app learning. We've accomplished everything that's been asked.
DONE: Build Slide deck for Sten
Data Recap, Reports to Pull:
* Data before Course Player Upgrades
* Improvements after Course Player Upgrades
* Improvements after end of course screen
## 12/16/2022
### QBR
Sten: Technical Reliability is an issue. What are the specifics?
* Re-training is causing issues
* Blank Screen in web view is specific to Android Web view Issue
* Blank Screen for "many months" might be an internet connectivity issue.
* Time in Training - is this good or bad? Northpass loads times are longer than all other trainings. Why?
Baseline? They have discussed - UX researcher thinks the training should take under 10 minutes, but in reality it is closer to 5 min.
Kenya and Nigeria have the highest training attempts
* Northpass time is 10, others are 4 and 6.
Sten's biggest worry is reliability. re-training really impacts the business. AB Testing results show abnormality with Northpass platform.
## 01/11/2023
### Mobile & App Credentials
* Just maybe ask them to thoroughly check how their app is working on mobile browsers.
* Check browser logs from mobile device if possible.
* We clearly see the difference between mobile and desktop browser behaviour, and the link we’re using is not a reason as we checked with you.
Did Joonas fix according to that SO article that Charlie sent? Supposedly, yes. It is difficult to see the impact right away.
For them to see an error with a driver is two ways:
1. Start rate > 5
2. Driver contacts customer support with error.
If a driver has registered, then they have completed the training and all is working successfully.
Joonas will be back on Monday to give us the credentials.
## 01/23/2023
### Next 6 months Discussion
Sten & Oliver have been added to this meeting
* Olivier moved to the Training team and took over for Vera and all her tasks.
* Vera moved to a different team.
Notes regarding contract:
Travis wants to review expectations for the next 6 months. Last review was July, Travis thinks it was a successful process.
Northpass is aware of some outstanding issues on reliability that need to be completed asap.
Do we need a new scope of work?
Course related issues have been solved, but platform reliability still needs to be solved.
Charlie's webview article suggestion didn't work because of Android issues and versioning. Lots of Drivers are using Android < v10.
Drivers are still getting "stuck" - they usually see the white screen.
The issue doesn't seem to happen in UK or European markets, only African markets. Internet connectivity could be an issue, but how can we possibly diagnose that?
But, for some reason, this is _only_ happening in Northpass. So even if it only happens in African+Azerbaijani markets, it only happens in Northpass.
Happens in primarily 4 courses. They are all under the category 'in-app driver training'. They are also mandatory courses, so the issue is more likely to appear.
Edume is also being displayed within a webview of the Bolt Driver app. This issue becomes more prominent with re-training courses.
Let Aleksandr know about credentials.
Travis: other than the webview issue, above, are there other concerns about Northpass?
Doris/Sten: Completion times & re-taking count. In Nigeria and Kenya, the minutes spent on NP training is close to double for internal solution.
Example: Northpass-11min, Edume-6min, Stories-4min. Across all markets.
Enrollment to Completion would be "longer". We are unsure if this is enrollment to completion webhook - or something else?
Median minutes is only for people who have completed the training. Moment 1: clicking button in their app, End Moment: Webhook reaching.
_The main issue seems to be around webhooks. If webhooks are taking 3-5 minutes to send, then we should be in line with the other platforms._
Next steps - Travis, do you want to create another SOW? How do we want to work forward for the next 6 months?
Sten: we need to properly scope the issue that we are discussing. They are being impacted on many fronts from this delayed webhook issue.
Once we have alignment on solving the webhooks, then we can properly create a scope for the next 6 months.
## 03/06/2023
### Doris/Olivier
Question about authentication screen: asked if email could be optional
In african markets, emails are not used normally. So can they not use one?
## 07/05/2023
### Bolt Churning & Retention Attempt
Sten: they have reached a stage in their lifecycle where they have tried various platforms, including their own.
Looking at how information and content is displayed.
Saw best results in their own platform. No other use cases for Northpass at all.
Need to off-board within one month. 7/31 is the end of contract.
Travis: is this economic, just the stories platform.
Sten: Bolt is a "super app" and has 5 verticals in a single platform.
Because of this they need to display triggers from native in-app information
It makes it so much more flexible when using everything within the app.
Bite-sized and mini information display is easier within their own app.
Doris: Drivers want really tiny bite-sized pieces of information, not a proper course.
Travis: Does the name "stories" mean something like
Doris: We look at driver behavior before and after they watch those stories and see an improvement in training.
Sten: We can't really "train" drivers anymore in the sense of public policy etc.
We can't "demand" people to do training, so the training metrics don't really matter.
#### Offboarding Specifics
Doris: No support needed at this point.
They will be making a big global change next week, so we'll see a huge drop in learners in Northpass.
DONE: Norm to hold a weekly meeting on Monday in case Bolt needs any support.
Aleksandr is the global procurement manager. Wants to sign a termination form, but email is good enough.
He is the POC for many of the verticals.

26
CustomerNotes/CIBC.md Normal file
View File

@ -0,0 +1,26 @@
# CIBC
## 07/01/2022
### Categories and Flow
- Should things be put into epics?
- Examples of how something was laid out?
- They want to add glossary somewhere, possibly as a page
- 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
[ ] - Activities in a course is a step in a how-to
[ ] - See if circle button at bottom of image can be clickable
[ ] - In terms of images, what format are they using? PNG -
Iron out user experience
Contact us and back to FCIB same as corporate site
Create categories for the links
Add the "active state" CSS for each link
POS training falls on cash management
Elisia handles the training cash management engagement
She might need to connect with us to utilize the platform
Andre in that meeting as well

44
CustomerNotes/Chek.md Normal file
View File

@ -0,0 +1,44 @@
# Chek
## 12/7/2022
### Sync with Abdul & Callum
Items from Abdul:
* Brian is working on Hubspot/NP Sync not working
* Brian's response time, Abdul concerned about how long it took.
* Shopify & Custom Integration for selling Learning Paths. They create LPs and Products but it doesn't happen regularly. Currently they attach the product to the first course in the Learning Path.
* Abdul to send over a list of Learning Paths and Product Codes
* Total: 15 total LPs & Products
* Using Accredible via Zapier, but Zapier breaks down a lot.
* Can we add a session recorder into a page to watch what people are doing?
Feedback from Callum as Head of CS:
* Main issue, which may be user error:
* A lot of milestone issues. Someone may have finished an video, but the Milestone doesn't open up and let them continue
* No common course, but common people which may make it user error.
DONE: Send Abdul a list of Enterprise features and cost. He will then send it to Gabi.
## 08/29/2023
### Meeting regarding Chek's Renewal
### Attendees
* Tracy, Norm, Tom
### Notes
* Tom is COO
* Abdul was unable to attend, son is unwell.
* UK had bank holiday on Monday.
* I gave a foundation for the $20k threshold.
* They want a discount, potentially below $20k, which may lose Tracy as CSM.
* Abdul pissed at the amount of time other people have had to go into Northpass.
* The big flags are progress issues. This wasn't here 6 months ago.
* There are no product issues, this is an experience/sentiment issue.
* Tom to speak to Gavin and Calum about the time spent so far and what the cost is.
* I offered Tracy and I to do leg work to help with any tedious tasks.

10
CustomerNotes/ChurnZero.md Normal file
View File

@ -0,0 +1,10 @@
# ChurnZero
## 02/16/2023
### Demo with Peter
Concerned with theming and liquid templates.
Total customers with completed: ~31,000
Total active: 259 active students
Monthly: 750-800

20
CustomerNotes/Cluid.md Normal file
View File

@ -0,0 +1,20 @@
# Cluid
## 11/28/2022
### Demo for Larger Team
Karen & Maria will be looking after L&D back into Cluid and using Northpass.
Karen will be looking at IT functionality. Maria too, but mostly Karen.
Iulian and Aodhana are on the People team (HR).
Kira is also part of this team - also part of People & Culture with Iulian.
Iulian is pronounced "Julian"
Certificates are exactly what they are looking for. New Certs are perfect for them.
Aodhana to reach out to schedule more meetings with each team. Norm to bring in Tracy to help with the account.
## 12/9/2022
### Friday Check in
New L&D team - Maria and Karen - Internal pieces, new bespoke courses, etc.
Manual handling course

99
CustomerNotes/Crayon.md Normal file
View File

@ -0,0 +1,99 @@
# 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
And then the same for architect
These should be course
Lets remove groups later
Current experience is press enroll and then start
how to refresh and auto enroll
look at pre-enroll populated links for post-launch
Conor to send sub head copy to update
Norm to send screenshot of home page with my name added
Can you look at group deletion? How can we enroll everyone in the group and delete the group
Send Conor how to find MCA and show only empty attempts
Conor off July 5-8
Conor off this Friday
November Launch of Last Course - Conor's goal
### Meeting with Will regarding Data flow
Everything flows into Hubspot
But not really into Salesforce
Salesforce is their main CRM
- Reps go into SFDC & Outreach
- Reps should know what course they have or haven't completed yet
- But wants this to be on the campaign level
How it is currently setup:
- Hubspot form on website, someone fills out the form
- Form fills associated with campaign in Salesforce
- In SFDC, he only gets when someone is registered for a course, no completed
- Campaign structure is based on course [name](2022-11-21_name.md)
Registration page - embed a hubspot form?
Hubspot is just for marketing
## 10/26/2022
### Contract Convo with Conor
*Two major things they need from our end*:
*December 5 (Monday), new course release
* Tentatively, EOD on the 2nd (Friday), flip the switch to allow people to start the course. If people enter the course over the weekend, that's okay.
* When a new learner accesses the home page, there is the "waiting list" for accelerator course. The waiting list button needs to change to access the course overview page.
* Crayon.co/course pages which all have their own landing/enrollment form.
* Austin set it up so that that page brings them straight to the course overview page.
* The same flow needs to be done for the accelerator course.
*They are currently filming for the accelerator course
* Conor just needs to know right now what me or Austin or I will need to create that special link.
* Do we have Accelerator badges? Norm to look in S3 and confirm with Conor.
## 03/03/2023
### Shannon, Customer Onboarding
Wants to use Northpass for customer onboarding. Async training is key. But each training might be unique per customer.
When a customer signs up, they identify the "power user" or POC. The academy would be just for the POC. Only 1-2 ppl per account.
Current 60 accounts in implementation. 60 day onboarding. Giving users only access for those 60 days.
Authentication is connected through zendesk.
After they have purchased, they can login through zendesk.
Content - is it all on Shannon? 2/3 ppl were IDs or Curriculum designers.
The manual lift is a concern.
Her main question is "what can we build?"
Learning Paths are important
Certifications
Is NP a one-size fits all? - No, we can customize per customer.
Segmentation would likely be based on their "play" - battle cards vs. boards.
Very few customers want to enable sales.
## 05/08/2023
### Onboarding
Custom Page - for onboarding
Get Jess and Shannon into sandbox
Custom page should have categories and groups.
Conor's focus this and next quarter: better provisioning of courses. Redesign. No new content.
Does Conor have any concerns with Jess and Shannon getting into this? Only with existing prospects that become
customers.
Categories - Onboarding, Product Type, etc
Groups - Customers
Last Question from

62
CustomerNotes/DataSnipper.md Normal file
View File

@ -0,0 +1,62 @@
# CSM Kick-off (No Patrycja)
## Notes from Charles prior to Meeting:
**DataSnipper** - Intelligence Audit Platform
**Current:** Live ILTs (12 Hours per Week)
**Pains:** Scale, Timezones, Language, Pace, etc.
**Goals:**
- Provide Scalability w/o Adding Team Members
- Reduce Manual Hours of Training
- Eliminate Discovery of Progress
- Better User Experience
**Timeline:**
- Phased Launch:
- v1 - Basic Course (relatively quick)
- The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training)
- Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight)
- Webinars will be big component for them tho so just keep in mind
## Attendees:
- Gabriele, Candide, Dirk, Sangeetha, Rachel
## Teams:
- A ton of ILTs
- Dirk, Candida, Sangeetha, Rachel - all on onboarding learners
- Tech-touch approach
- Gabriele is siloed, this is for new hires
## Goals and Info:
- First users in early October
- Data: at least understand how many people are going through the courses
- Data should be available in Hubspot
- They are also looking at CSPs.
- Have refined the ILT approach, so they are good at it.
- Began with 1:1 training which was too heavy for the team.
- That approach won't go away, but how can they supplement with asynchronous learning?
- Content of the larger session is pretty well defined
- Larger session and then that session is split into two
- Pace and speed of the sessions - there's a ton of content
- Feedback: the middle bulk of info is missed because that is the most technical
- Automation feature is hard to understand.
- Everyone is currently getting the same training, but this is a good opportunity to split people up.
## Where are they?
- Where do I fit into implementation and on-going support?
- What's best for Patrycja vs me? When should they go to both?
- Advice on how content is structured
- Creating interactive and content that can be scalable
- How to sequence the training over time?
- Communications - what's best? How to share new content? How to update their progress?
- Gabriele: he wants to understand data sync - not just from Northpass out, but back in?
DONE: 930 am on Mondays for the standing meeting.
- Gab and Dirk talking this week about personas.
- One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't!

100
CustomerNotes/Dept.md Normal file
View File

@ -0,0 +1,100 @@
# Dept Agency
## 09/15/2022
Thought Iorad was included, not an additional cost
More than one person interpreted as included
They don't have a budget for this and their debrief was all about how easy Iorad
Charles was the best salesperson they ever had, CPO thought he was the best
Iorad was a decision factor
They need it for at least this year
### 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
Other Traditional e-learning content such as Leadership Development courses, Handling Conflict courses, etc.
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.
### 500 Errors
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
They have a mock up of their design for the page (Figma Mock up)
### 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).
* 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
* Other Traditional e-learning content such as Leadership Development courses, Handling Conflict courses, etc.
* 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?
* 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>)
* 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
* 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.
## 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 accommodate Kopita, who is PST.

51
CustomerNotes/Doordash.md Normal file
View File

@ -0,0 +1,51 @@
# 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.
* 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
* 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?
#### **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.
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.

147
CustomerNotes/DoubleVerify.md Normal file
View File

@ -0,0 +1,147 @@
# 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 Email (please exclude anyone with an @doubleverify.com email address – looking for non-DV team members only)
· Course Progress
· Course Name
## 7/14/2022
### Demo with Mark Protus
Integration with LI Learning
Wants to stay within LMS and consume LinkedIn Learning content
Build learning paths using linked in cirricula and them make them availble within Northpass
Utilize BBHR integration
COmpliance training would be via LinkedIn Learning and Traliant
Know4 bet
## 7/18/2022
### Meeting with Mark Protus, New SVP of L&D
Questions about usability
Do we have a common database or individual databases per customer?
- common
Thinks the user experience isnt the best, espeically as it relates to SCORM
Conflicting table of contents with SCORM files
Both have Continue buttons at the bottom of the screen which is confusing
They refuse to put in milestones for some reason
- [X] How can we provide the smoothest SCORM format and experience?
- [X] Send him best practices for SCORM files
Shot down my questions about what HIS ideal SCORM experience is.
What settings need to be set to export and allow auto-full screen in SCORM?
Best Practices for SCORM? Whta are other clients doing
Share as many best practices.
They are moving in the direction of SCORM only
And a microlearning approach
From a learner's perspective, if he's authenticated as himself, how can we serve up perscriptive learning?
Other things to share:
- [X] Screenshots of other academies
- [X] Vidyard
Send best practices
Examples - vineyard recordings
What are other enterprise clients doing that’s successful?
TOC and Continue buttons are confusing
Same with surveys - continue button is confusing
New browser window -
They cannot check if they actually completed the SCORM package or not
How to check in analytics
He wants to add timeframe for when they have to complete next training?
Quizzes - how can we take out SCORM data
## 7/21/2022
### Siying Mark SCORM Asks
Embedding Questions regarding SCORM files
- They want to see what quick solutions there are to adding a RISE course in Northpass
- Want to start creating those courses in RISE
- Per Course Settings (such as full screen)
- What are their needs?
- For a RISE course, once they hit start, auto-full screen
- No Northpass TOC
- Only make Continue Button once a certain percentage completion happens
- Hide any milestone messaging
- Complete/Incomplete,
- Optimal experience is:
- Once Rise Starts, All NP controls hide
- once they complete the SCORM file, continue is hit auto, or auto end of course screen
- They won't be using quizzes consistently
- CLick here to end course should go back to main dashboard
- SCORM Analytic is no longer there for Siying
- Question from Mark
- .corp and .com issues with Okta
## 11/3/2022
### Temp Check with Siying
- The entire company is really just focused on data
- Getting more Data to stakeholders and to the right people
- How can Siying's team empower managers to collect their own data?
- Content is also building very quickly and the content is very tailored to specific people.
- Not easy to create new groups and add people. No cloning of courses.
- More people are involved with Rise Development and Creating Courses.
- Rise & Northpass are not really compatible, nor is SCORM in general.
- To allow the hiding of TOC, DV has to raise a ticket to Northpass to request it. This is done on a case by case basis.
- They want more control over everything. Everything is a workaround. They want to be able to quickly change things.
- Siying doesn't always get prep time for things, so it doesn't behoove her to submit a ticket etc.
- A lot of courses assigned to a lot of different people, multiple pages of courses.
- Cannot filter courses well, especially when resetting course progress. They have to change the course name temporarily to something that starts with A so that it shows up higher in the list.
- All the dropdowns are not user friendly because with long lists, it is glitchy and doesn't show all the courses.
- SCORM Pacages hurdles:
- They can't easily add SCORM packages to the course because it doesn't show up in alphabetical order
- The names are not easily readable, you have to scroll very carefully to find the right course.
- Siying is literally preventing her boss from using Northpass so he doesn't throw it out of the window before the contract is over.
- They have a new VP of Talent Management with them onsite and they will know by next week if they are keeping Northpass or not.
- They are currently in budgeting season.
- Next sync in 2 weeks.
## 01/11/2023
### Random Conversations
Mark: Churning from Northpass, they are implementing Fuse
Contract Renewal Date: 04/01/2023
Feedback:
- SCORM reporting
- Ability to create reporting not accurate or good enough. Causational and Correlation Data - does leadership training lead to promotions, etc? Giving reports to managers not really easy.
- Lots of "gotchas"
- They need rich search (find across multiple platforms) and community functionality with experts and asking people for information.
- Taylor: challenges with reporting
DONE: Send extension contract for one-two months.
Time line Needs (3 primary things):
- Assistant with exporting all the right data off of Northpass.
- Siying and Rachel has a list of the courses. But how about data and progress?
- Can Fuse transfer over progress data?
- Export CSVs per course? or Group?
DONE: Ask what the data set should be.
DONE: Ask Charlie for Course CSV (Just like Walmart) - Do it for BOTH academies, internal & external
## 03/02/2023
### Data Extract Inquiry
DONE: Can we export all quiz data - questions and answers?

59
CustomerNotes/DouglasElliman.md Normal file
View File

@ -0,0 +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.
* They don't feel self-reliant or self-sufficient
* Feels like digging out of a hole
## 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
* 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
* 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
* Kathleen on PTO next week. 10/2/-10/7
## 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.
* 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.
## 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.
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.

406
CustomerNotes/Flink.md Normal file
View File

@ -0,0 +1,406 @@
# Flink
## 06/15/2022
### Tasks(old)
- [X] Need to Hide some courses for an offline assessment
- [-] In person assessment, so score must be hidden - pending not resolved
- [-] contact SE for hiding score - 7 quizzes across 7 different courses
- [X] Turn on search bar for them
- [X] Demo Workflows
- [X] Quiz as Survey functionality and best practices
- [X] Milestones?
- [X] Intro to Marek for Communications Beta
- [X] Map out workflow for duplicate or changing email addresses
- [X] Intro to Clementine and Simon
- [X] Intro to KJ for Analytics changes?
- [X] ILTs are the most important from Netherlands meeting
- [X] Map their categories presentation to Northpass best practices
- [X] Move course to Sandbox for testing - test many courses in carousel
- [X] TESTING / Rider Onboarding - DE (ENG)
- [X] And then 5-6 others at random
- [X] Change Collapsible Menu
- [X] Course Scripts
- [X] Articles > Help Center
- [X] Move Contact to the bottom: Contact, Profile Settings, Sign out
- [X] Rider App
- [X] Add Language Buttons such as in Canva (top right)
### Notes(old)
New app launch during July, workforce support
These support apps will have links to Northpass
Customizable HTML web page
With learning paths courses are more sustainable
LP good for grouping certain content
How about setting up a certain groups
They are rethinking groups and need to transition their group hierarchy
Advised to start at the highest level and most broad groups, then add people to "sub groups" to get more specific questions
Figma file questions
They need more training and enablement They will follow up for Figma files and setting those up for design
## 07/07/2022
- MCA COLUMN ORDER:
- School ID
- Learner Name
- Email
- SSO UID
- Groups
- Course Name
- Course Version
- Enrollment Day
- Attempt STart
- Attempt End
- Attempt Number
- Course Progress
- Last Activity
- Last Activity Date
Align on points of contact
Concerns? They are the main contact for all back end structure and content
Some teams - Simon's team for example - are country managers, such as Netherlands
Workload balance - should someone else be working with Simon?
Patrycja for urgent things? Can Anna keep working with Patrycja
Simon's requests are not a priority sometimes
Flink needs to align with the market and some concerns are not right now
Priority right now is revamping everything in Northpass
Camila and Soner are main POCs for *everything* within Northpass
AGENDA FOR EACH WEEKLY MEETING - align that the markets priorities and requests are actuall priorities
Canva Demo
Logic for beginner, if you complete half of the must haves, you're at level X
All within northpass courses
Rider APP > open mobile app
If desktop > go to a URL
Can we setup a login of button groups?
Course Scripts : a need/vision, they want to read transcript of courses
Can we add duration on course card within LP overview page?
Events are a new push
- Talks from Hub Managers
- Already fruitful for Netherlands
- Will be used by other markets
- Main district (Germany) were not involved in the events originally, and now they will be aligning on strategy
-
Analytics, need hub based metrics to give to the managers
Soner - one of the priorities are the reports he asked for
**Quiz hiding the score:**
- If it is too hard, don't worry
- This is a one-time case
- Not super high priority
- Doesn't make sense to push for this right now
Front end layout - let them know what is possible
Next steps is categories, groups, and labels
They need to clean these labels, make them easier to understand
Filter by certain category labels i.e Marketing courses, etc
HM = Hub Manager
IA = Inventory Associate
Hub manager should any analytical view of the rest of the countries roles, aka they should be a manager in Northpass
From a learning perspective, there are no sub groups, HMs dont take Shift Lead Courses
They should then filter by
Two main labels for learning, Market Label & Language Label
They need it to be cleaner for the backend
People should be able to see multiple languages
There are multiple flows - HQ Cascade Content & HQ Diverse Content
Soner's suggestion, Each course is a contact in your phone and then you add different fields, so must have is just a label or category or ribbon
The most important thing is a clean view to see what their first/must complete courses are
All courses exist within this Matrix of circle courses
Eventually, they want hub managers to have a clean view of their employees, aka their hub
SAP is the goal for single source of truth for data
Zapier, Quinyx, BambooHR,
Okta is coming for SSO for access
*Overall Deadline*
Everything before Q4, SSO, Frontend
Context, they want to have everything setup in Northpass by Q4 because they are working on sustainability titles and their launch can be really clean in Q4.
Single Course Analysis - because they wanted a dashboard
Course Completion - because they wanted to see who completed it
* Course completion NO should show up regardless of attempt start
## 07/26/2022
Training and Content Team for Netherlands, Switzerland, Austria
2nd biggest market with 65 hubspot. German is the biggest with 100+.
Distribution/Hub manager for Netherlands
Has some bottle necks:
- MCA and 5000 entries
- Learning Path Analysis
They manage everything from a google sheet
Hub managers have access to this google sheet
Currently manually sending emails and follow ups - NP communications are weak
Looker account within Flink, how can we get the data into Looker? (Upsell a Secure Data Transfer)
Scheduled Delivery would be great too
This would be useless if the the values (of location) are not in there. Can we do a scheduled delivery of an analytic with property filtered
Source of truth is Big Query or Looker for the country manager and job title (HUB)
Can we API into the properties?
Wants weekly analytics -
Other Hot topics in the Netherlands:
- Frustrations with ILTs
- People can register for multiple sessions within an event (they shouldn't be able to)
- Can we prevent them from multiple sessions?
- Simon doesn't have the admin possiblity to unregister people from sessions
- He wants to register and unregister people
- If Simon increases the number of seats, that person can't re-register because they have already been denied
- Waiting list isn't good because a denial is a forever denial
- Needs to create a custom notification for a confirmation. They have a confirmation that they have booked, but no confirmation of the dates, link, time etc.
- In order for the people to get this on their agenda, they have to click add to calendar, it should be doing it automatically (this is what other LMS do)
- Very frustrated with the manual work, so much so that they aren't going to use it at all anymore. Just using it on a calendar invite on their own.
- Don't like that you need multiple courses per language.
- Quizzes: needing multiple quiz for every language.
## 08/11/2022
- Reporting
- They are combining course a, b, and c into a new course A -OPPOSITE
- If course a is complete, then new courses a, b, and c need to be completed
- So everyone who has already completed those courses needs to be marked as complete in course A
- How can we mark someone as complete?
- People should be enrolled in the new course
- Courses
- number of enrollments
- Ask soner
- Needs info on events
- Upcoming on the global level
## 9/22/2022
- Banner Width smaller
- Mobile view search bar becomes too short - Phone view
- Chevron Carousel is okay for many courses
- Embed our Workforce Contact
- If you click contact, it will send them to a website hosted by Flink
- Soner to send brand guidelines & which buttons should be removed from collapsible menu
- Questions about Preview as Manager vs Learner
- Allow them to update FAQ on their own
- collapsible menu not showing in mobile
## 10/06/2022
- Cami and Soner to pull their own analytics
- Unsure what those key metrics are
- However, they currently look at:
- Completion % of courses
- Number of completed courses
- Planning needs to happen about what those analytics are
- Main priorities, cateogries, ensure the front end is "Flinky",
- Reduce banner slightly, Cami to send a picture of what she wants
- They want to launch ASAP, but need to find a window that works best
- Wednesdays are generally slow and could be a good transfer day
- Wednesday 10/19 - tentative
## 10/13/2022
- Soner to work on communications plan and roll out
## 10/20/2022
### Almost ready to launch courses
- Starting on categories and groups - Patrycja sent an email just before the meeting.
- Cami wants to know what we need to do before launch - is categories and groups the last big item?
- Categories will only have the role. Groups will have front end groups? Not sure
- Cami asking: can we trigger cateogries with different groups?
- Yes.
- Each course can be in any number of groups *and* categories
- Patrycja is asking: what courses should be *assigned* and which should allow self-enrollment?
- They have targeted content in the platform. Enrollments and Course Interest is not very important.
- Everything will be assigned. All courses must be taken by the learners and the real metric will be course completion.
Order of operations:
1. Assign Categories to a Group
2. Assign Courses to a Group
- Cami has also shared the accurate names of the groups and categories.
- Groups = Training, Onoarding DE, etc. Mapped to each country.
- It may be that we're missing one of the groups, but lets trigger what we have for now for testing.
- We have to clean up the groups and move over 1,000 people into the new group. Patrycja said if they sent us a CSV with the new groups people should be in, we can do it automatically.
- Netherlands has yet to be aligned. Soner to share groups.
- Soner requesting a list of groups and the names of learners in those groups.
- Cami to instruct us and support on cleaning up the groups.
*What steps need to be accomplished to launch? Cami wants to begin the transfer tomorrow, 10/21/2022.*
1. Creating the course categories and assigning them correctly. Adding courses to the groups also needs to be done.
2. Begin transfer of templates behind the scene. This may take some time and *could* bring the academy down for a bit of time.
- Considerations: they have this "home quiz" which is due on Friday
- Best time is Friday evening Berlin time.
- We need to let Flink know when the transfer is starting and if the site goes down.
- Then let them know when it is finished.
*Soner Design Changes:*
- The hero image height should be smaller. Cut off from search bar and below and then re-center the search bar and title.
- Include Privacy Policy and use the same Footer on [Flink's Website](www.goflink.com)
Final item: Cami will get back to us when categories are done.
Northpass team to do final QA today.
## 10/27/2022
### First Meeting after Launch
- Positive Reviews!
Some Topics from Cami
- Front end:
- Soner shared some items from the front end stuff
- Is there anything missing from the Flink side to help improve things?
- Patrycja: a better design understanding of the search.
- Cami - do we need to show courses?
- Soner Front End stuff:
- The search works, but once you search for a course, some cosmetic things need to be changed.
- Search results is slightly covered
- Results are showing courses that they are not enrolled in
- Screen had two handover processors - that's because learners are enrolled in both courses. This is normal functionality.
- Back to my Courses in course viewer is not functional.
- Search didn't work on dashboard?
- Flink logo should go to categories page. Not the status page.
- Language button isn't working as expected. If they click English, all the courses disappear. If they click German, all courses disappear. On home page, all courses of *both* languages show up.
- Properties, if admin saves property as uppercase, it reverts to lower case. Bug?
- Location and Languages *should* be working as expected.
- Soner has also received questions about course completion:
- Some people complete the course in one language, they want to mark the other course as complete.
- Also, they provide a survey at the end of the course which the person can't take because Flink doesn't allow retakes.
- If people get moved between groups, so should courses?
- Items from Camila:
- They are setting up auto-triggers with Fountain, which is being discussed with Nino's team (along with Patrycja)
- Can we link Northpass with Braze?
- Cami to send over the User Experience/Flow for a good integration
- We need clean data, which can complicate it
- Trigger should be: if you didn't complete the training, send a Braze notification.
- Braze trigger would be time delay + check completion - if no, send notification
- Patrycja will still need a clear flow/infographic to understand what they need.
- One last item from Cami:
- Data from Northpass seems good
- But some people are assigned as Pickers when they should be Riders
- They are anxiously awaiting Rob's extract
- Flink team really wants to merge IDs of learners
- This is necessary to clean up data
## 11/09/2022
### Meeting re: Fountain Integration
- They switched to prereg in December because of learner invitations and notifications after being invited by SAP Litmos
- Fountain requires OpenAccess, hence why they are getting errors in Fountain Flows
- They also want to make sure IDs match up across all their tech stack. What they are failing to understand is that importing each ID into each separate piece of technology is *NOT* best practice. Instead, they need all the data to flow INTO their source of truth and pull the data from their.
- Camila also wants to add the ID to their data extract, which I don't know if it is possible. They need Enterprise.
## 11/17/2022
### Weekly Sync - No Agenda
Cami has decided to keep the flow as is and not integrate Fountain with SAP. SAP is a custom integration. Fountain is basic, but it has been turned off. What they requested to turn on Fountain would change the auth method and cause issues downstream. Especially with messy data. So for now, we will leave everything as is. Fountain *may* be re-integrated in Q1 of '23.
Their key tech stack priorities:
- SAP
- SSO
DONE: Ask Rob if we can add the SAP ID (learner property) to the Looker Extract for Flink. << THIS IS POSSIBLE ON ENTERPRISE >>
## 12/8/2022
### Camila, Flows & Workato
- Soner is no longer part of Flink
Cami & Flow Clean up:
- Main goal is to create a local table
- They need to clean up and back fill users
- They are developing a list
- Push the data, with these key values:
- SAP IDs
- Email, Second Email
- Role
- Market
- Hub* (MAYBE)
- Issue is, the export they are requesting, the SAP team thinks there is too much compliance and legal items.
- This is definitely coming in before the end of the year.
- She is also requesting who is active and deactivated in their list.
- Then, we need to align on the clean up. Criteria:
- Deactivate all those that are marked as not active. Check by SAP ID, if there is no SAP ID, then check by email and second email.
- Second, merge accounts based on goflink and flink email. Keep the accounts with more completions. Also, include the SAP ID. Everyone from Flink will have an SAP ID.
- Criteria and logic: Keep most completions first, then onboarding training, etc. We may need to share nuanced criteria and cases with Cami
- Question from Norm: is the SAP ID the same as SSO ID?
- Once everything is clean, then they can turn on SSO. The email from Auth0 or Okta will be the main email of the person.
- The main email in Northpass should be the GoFlink
After this, account creations need to be solved and how to avoid duplicates. Currently, there are clean creations from SAP.
Netherlands mentioned that some people were new joiners did not have access to Northpass.
She is very excited about the backfill and this will be super helpful.
## 12/15/2022
### Clean up Update
Cami has the file and ready for the clean up. But she needs to clarify some things.
Matching needs to be done via 3 values:
- SAP ID
- Business Email
- Personal Email
Keep the accounts with the most course completion, specifically onboarding courses.
The data is very sensitive for the company. Even with the NDA, the company wants it encrypted.
Password: Flink23
She will also send the email with the file and a disclosure. Norm to reply with a "Received" or "Acknowledged" message.
Deadline: First week of January, or ideally if it can be done next week.
Include Anna with any questions regarding the clean up and matching.
## 01/31/2023
### Follow up on a few items
Agenda from Email & Responses:
- Is it possible to set up a new open access section in northpass ( as a new "school" section)?
- Do you mean a whole new instance? A new academy with a different authentication type would change your contract, so I get you some details on that. If you just want a page within your academy with different materials, that is not a problem at all.
- SAP webhook, we have some bugs on account creation.
- Do you mind sharing what bugs you are experiencing? If it's shared now, we can explore these before our check in.
- Clean up final steps and backfill, maintenance of profiles updated.
- Sounds good.
- Can we include on our reports the columns staff ID, hub and the information that we shared for the backfill? We will need it to create our dashboards.
- Currently, properties are not available in the extract, but it is on the roadmap for the first half of this year for our enterprise clients. The person who created the custom extract your team is using will add them to your extract whenever they get that done. I will let you know when it becomes available.
## 03/06/2023
### Demo to Nino and Jenny
Focus is open access. Anna's email description:
> So the Workforce Growth team is looking for a solution that they can use in their assessment centres, so before we hire someone, which is why this needs to be open access. Additionally, they are looking for better ways to push training directly to Riders and Ops Associates, for instance through Braze. As part of this search they are also talking to Edume. Now, to best prepare for the call next week, it would be great if you could show us:
>
> 1. What is generally possible in terms of open access, ideally focused on this assessment centre use case - if this means that we need a new instance, it would be good to get some initial pricing as well
> 2. Options to push ad-hoc trainings via Braze
Fountain flow - watch video and take quiz.
This whole idea is new. Self service video+quiz
Braze use case is different. Braze would PUSH the onboarding flow.
If used id x completed the course, then push certain information
Assessment Center == Fountain
Current Riders/Pickers == Braze
Nino used Northpass back in the day. But not recently
Main goal is to boost conversion but they have some limiting factors. They need to increase conversion while keeping
stable experience.
Timeline: the sooner the better. Everything *should* be ready before end of March.

411
CustomerNotes/G2.md Normal file
View File

@ -0,0 +1,411 @@
# G2
## 8/12/2022
### Kick off Call
* How can I be helpful for the first week?
* Launched by September 14th
* Full launch
* Lots of internal teammates who are anxious to kick the tires
* New CED & Marketing Manager - Erin Boyd
* Liz is project manager for product
* She is the tech POC
* Travis is tech person
* Tori is UX designer
* Michelle is PM for myG2
* Katlin to manage kickoff, then Erin will take over
* After Erin takes over, Katlin will be strategic vision
* Long term goal: public facing certification - 2023 at the earliest
* Embedding the university into the help widget
* Slight design changes might need to happen
Concerns? None, Mitch and Jordan need to do salesforce piece
They feel like this has been talked about for a longtime. Just waiting for a GO signal.
* Salesforce integration
* Launch with 9 courses
* [X] Back to my courses should go to dashboard on all courses
* [X] Header: Remove completey, everything should move up
* [X] LX: change header to grey
* [X] Remove header in Templates
* [X] Remove events from Homepage
* [X] Remove two buttons on homepage
* [X] Marketo - workflows? What data into marketo that can come from salesforce?
* [X] Update ILT Reg Page
* [X] Register Button Copy > Learn More
* [X] <https://TBD.TBD.com>
* [X] Remove Learning Paths from Templates (Homepage + Subnav)
## 09/02/2022
### Meeting with Meesha & Sara re: Workato
* Meesha's Goal - best way to implement Northpass?
* Best Practices - What's going to work for them?
* Ideal usage of Data?
* Someone engages with that piece of content
* Marketo Tracks a course completion - Success!
* Katlin also wants to trigger an email for someone that starts a course but doesn't complete
* Lofty goals? Not yet, most will be on the marketo side
* Setup customer MQL
## 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
* Keep subnav on /app/dashboard and add it to home page.
* Chat icon in G2 was overlapping with the continue buttons
* Number of enrollments is higher than expected (they expected 100)
* They are happy with click throughs but active leaners is lower than expected
* They are moving the university to their CS nurture stream
* Series of emails from Marketing to customers first 90 days
* Something like "hey! You've been accepted to G2 university"
* Specific Course recommendations during onboarding
* "you're about to launch your first campaign, try this course"
* G2 Reports is every quarter, they will push during report season on specific courses
* #5746b2 <-- G2 Purple
* Start providing best practices for certifications <-- Katlin
* Erin to take over content & overall admin responsbilities
* Certifications Launch in Q2 of 2023, maybe end of Q2 (April)
* First Certifications Discussion Mid December to plant seed
## 10/02/2022
### Best Practices
* Wants to hear best practices on:
* AppCues Cadence
* Best time to share courses in product
* Using courses for onboarding (Reference Kadince?)
* Erin slowly transitioning to full admin
* Creating quizzes from two courses. Testing it out.
* Wants to add video activities
* Asked Sales/AE to test out the academy
* Asking for trends and questions that can turn into courses
* Erin attended Airmeet Webinar
* Liked how Pete talked about asking people to engage - print certs etc
* Question from Erin: can we do badging and sharing it on linked in?
* Question to Katlin: Can badges and certs be done over multiple courses? Or just a single one?
* I recommended Accredible for multiple course certs. Badges are great for coures. Certs are great for a series of badges.
* They would like to cert people on subjects. "Customer Marketing Certified", but they don't need to be buyer intent certified.
* Certs would allow them to become more indepth. G2 is more than just a review site.
## 10/17/2022
### Additional Reports
* Erin needs reports by tomorrow 10/18
* Wants to see:
* Who has finished a course
* Who has started a course
* Who has logged in/enrolled in a course
* They haven't had a report season since G2 launched
* But Winter reports are coming soon around the G2 Reporting Course
* Make sure the script is run to remove people from G2 group!
## 10/24/2022o
### Weekly Check in
* Katlin's numbers/metrics presentation was really good
* Everyone super impressed with numbers
* Sales leader (CRO), asked her 20 min after to share G2U numbers to use for sales calls and demos.
* The numbers were to be used on the CS and AE side, CS reports to CRO
* CRO owns both new and existing business.
* CRO was recently on a podcast
*What they are working on:*
* Erin working on next 3 courses
* Also adding some quizzes
* Wants to know how it affects completions
* Learners are jumping around to various activities
* Katlin's question:
* She met with her head of Documentation
* Numbers in Documentation matches with course completions & interests
* Documentation surrounding G2 quotes and widgets into channels and websites
* Course is called: Review Tracking and Brand Building
* Article is called: G2 marketing activities
* How can we A/B test? How can we take the learners and show them this new course?
* Move all learners who haven't started the OG course into a group with the new named course. Original half no access to new course. Track enrollments.
* This was just talked about last Friday
* Plan on launching the AB testing with next launch
* Promotion next week, Thursday
* Sending people to Reports course, specifically
* Prepping learners for report season
* Course highlight!
* Sending them G2U and sharing course.
## 10/31/2022
### Weekly Sync with Erin
* Newsletter going out soon with two CTA for the G2U.
* This newsletter is focused on product updates and interesting blog posts.
* Another effort for Report Season, showing people the report course.
* There is a "Best Practices" link in G2 that goes to Hubspot.
* [ ] Share Screenshot with Erin from Travis regarding Best Practices link in G2.
* Erin had a question about course:
* G2 profile anatomy course is very long and has a ton of scrolling
* She broke it out into different sections
* They need to measure ENGAGEMENT. "You can engage with a piece of content but not finish it."
* View Metrics are going to be important for them.
* Erin saw a certificate webinar - "How to build out a certificate program?"
* Mentioned having an interactive quizzes that are more than just True/False.
* Should we add a quiz at the activity with the most or least amount of engagement?
## 11/07/2022
### Erin is now the main POC for the Academy
* New email going out this week for the academy
* Wants to keep an eye on the numbers
* Northpass analytics workflow:
* She tries to check daily - quick glimpse
* School Activity
* Course Progress
* Course Popularity
* Goal for today: finish all the quizzes for the Profile Performance and Lead Management.
* Something that's difficult: Each section has limited information so you can only create so many questions per section, goal of 3 questions per section.
* She likes how easy it is to change the questions.
## 11/21/2022
### Analytics, Salesforce, Other Items
Katlin compared numbers with Erin and the number of unique logins and accounts created were off.
Not sure where Katlin pulled her numbers. Erin pulled School Activity report.
Re-add the MCA to the G2 Google Sheets.
CEO is *very* excited for the numbers of G2U and wants the cert done ASAP.
* Erin asked about a group of courses and issuing a cert.
* Clickup has a great university that she likes
* Adding a cert to someone's linkedin is a huge component about this. They want this to be marketing focused
* She now wants to think about Learning Paths. Buyer Intent Expert, Review Expert,
* No timeline for how fast this should be done. But CEO is very excited and expecting this soon.
## 11/29/2022
### Meeting with Michelle re: Partner Training
Michelle is the internal onboarding manager at G2, for the past year
Previously she did more onboarding work. It's her cup of tea.
Enablement team has recently taken on an "extra pillar" of enablement for partners. Reps should be able to co-sell G2 better along with internal G2 reps to selling G2.
With current economics and hiring slowing down, she is exploring partnership enablement. She won't be the PM for this, but is just exploring it.
They would like to lean towards a DIY system instead of hiring a new Program Manager just for this task of Partner Enablement.
What are the goals of this partner enablement project?
* She is unsure. "That's the question, isn't it."
* Pain points: they don't know what they don't know. Partner Success Managers are getting a lot of questions and spending hours on calls to have meetings and explain things. They are doing a lot of "upkeep" of collateral for partners.
* Partners Team has their own goals.
* Enablement isn't responsible for the amount of dollars brought in, but can hopefully influence the amount brought in.
Currently uses Lessonly for internal LMS, and has used LevelJump as a cadence tool for tasks. For a CMS, they use high spot. This is managed by Carli, the G2M project manager.
What is the partner experience? Do they have their own G2 app?
Zoominfo is a partner. It would be cool is ZoomInfo's AEs could co-sell G2. Or same for a CSM, they could see that they aren't integrated with G2 and take a course to learn how to integrate it.
Can Northpass offer certs?
Michelle: The way I've survived over the past year is to gather as many SMEs and Champions over the past year to help support Onboarding information and documents.
ERROR: Build out a Test Instance for G2 Partnerships and put in their branding, and then create a course with her to test. (Not Needed anymore)
DONE: Send her as much visual material as possible with examples, screenshots, pdfs, etc.
## 12/1/2022
### Weekly Meeting with Erin
Certification - Erin spoke with Katlin and the best way to certify people right now will be different subjects
* Review Expert, the Basics, Foundation Certs, etc.
* Erin & Katlin will meet next week and set a timeline as to when they want to get it started.
* Likely will be fiscal Q1 (Feb) as to when they want to "start moving on it"
* Start moving on it definition: In a place where they can QA on Feb 1 and then release Mar 1.
* Talked about customization, which they want to do. The sooner they get it to us the better.
* They need to decide on what is a cert - a group of courses? One course? How hard should these questions be?
* They may want multiple courses to be completed to achieve a cert.
I shared Crayon's 3 courses as an example.
What she is thinking:
We keep the courses as is. Each section has a 2 question quiz with milestone (2-3 questions). Once that is completed, that would go towards earning the cert. These courses could be done in any order, and we would need properties to figure out if they have completed all three.
## 12/5/2022
### A/B Testing Courses
Get it done ASAP. These are the items that need to be done:
* Erin will be making Course B.
* Norm to do:
DONE: Course B in catalog, Course A removed from catalog. Everyone NOT enrolled in Course A should be enrolled in Course B. People in Course A, should not have access to Course B.
## 01/09/2023
### New Year Meeting
Purchasing Loom for recordings. Most of the recording work will be done by Erin.
Buyer Intent videos will be done by Anna. Erin needs to create the scripts.
## 01/20/2023
### Partner Enablement Discussion with Michelle
Is in between Northpass & another platform. Reporting will be the big item. If they are paying, they want to get a lot of analytics and see trends, behaviors, etc.
She wants the analytics to prove ROI. Michelle will be hugely involved in the platform's implementation and roll out. They want to build a foundation first and then maybe hire a partner enablement manager and LMS admin.
She's unsure of what the ROI metric and how to measure success, but what she thinks is:
* Engagement with courses, scores, certs, views of resources, completions
* Compare analytics between Northpass and sales/deals as a partner.
* No Partner-CRM. Crossbeam & Salesforce are their main platforms.
* Difference between premium and enterprise reporting.
DONE: Send screenshots on Workato Information, Analytics, Workflows & Group Provisioning - Due: Thursday Afternoon.
## 01/30/2023
### New Instance Discussion
DONE: Clone all courses to Public instance.
June launch for certifications. Erin currently working on a promo plan for launch, trying to see what teams should be involved.
Her budget was approved so now she can use loom and start recording videos for the academy.
Video quality can be one of two extremes - super organic or very well produced.
She wanted to put on time limits but it had too many hoops.
All certs will be attached to existing courses. The format is:
* G2 Core Certification - Profile Anatomy, Lead Mgmt, What is G2 content subscription
* G2 Marketing - How to respond to reviews, tracking and brand building, review rundown
* G2 Buyer Intent - the two buyer intent courses.
Buyer Intent: targeting people that have completed the course but don't have access to
## 02/05/2023
### No real list from me
Erin on vacation for two weeks in May. Middle to end of May - returns on the 21st.
DONE: Get cert dimensions for her asap.
## 02/14/2023
### Certifications & Previous Course Completions
Grandfather people who have completed courses previously.
They are writing two more courses:
* G2 101 - Getting Started and Basics
* Buyer Intent Integrations
101 will go towards G2 Core Certification and BI will go towards BI Cert
May - internal launch and QA
## 03/06/2023
### Thinking Through Certs
Custom certs access
Katlin also has questions - are we thinking through the full experience?
Are we accounting for edge use cases? Is this going to be a formal cert program? Are we putting our best foot forward?
She has both big picture, macro items and small micro, personal/customer items
Authentication and a public facing university. university.g2.com is accessible. So no change needed.
Offer certs to anyone who has already completed all courses but before the LPs are launched
BDR team is launching their own academy/cert program. It's an internal program and LMS.
They will be the QA tester in May
DONE: Send Katlin and Erin examples of customized login pages, forms, learning paths/dashboards, etc.
## 04/04/2023
DONE: Reach out to Katlin regarding admin/embedded[.](2023-07-10_..md)
## 05/24/2023
Feedback from Testing:
* Quiz Fonts. Example: Intro to G2 L2. Activity: G2 Overview Quiz
* Highlighted Quiz answer: Buyer Intent Integrations, Sales Engagement Quiz
DONE: Archive the Review Tracking & Marketing Content course and turn off script (Austin)
DONE: Enable Footer & share screenshots with Erin for decision.
## 07/31/2023
### Meeting with Erin
TODO: Find out where in roadmap learner transcripts are.
Verified outcome! 70 Cert completions before EOQ.
Katlin to be presenting in Chicago next week. Talk is internal and on August 10th.
## 08/15/2023
### Metrics Discussion
* Discussion about Metrics
* Attendees:
-- Katlin Hess
-- Erin Boyd
-- Norm Rasmussen
** Notes:
* How does G2 measure ROI with the academy? What is success?
* Currently a bit fuzzy - churn and retention is a shared goal
* They use V2 MON - GRR, ARR, NRR
* Number of Logos & what is their spend on us
* Engagement metrics - G2U falls into engagements
* Since Katlin joined engagement has gone from 67% to 100%.
* Last quarter was 96%.
* Sad news was that a TON of customers churned. That's what led to an increase in engagement.
* First goal: how to get the 67% to 75%. Then hit 94, 96, 100.
* Obvious that only a small group of customers weren't engaging.
* Currently implementing a predictive model for why people churn.
* So far uncovered 10 items as to why churn happens (for G2 specifically)
* Katlin doesn't have that information yet.
* Creating a growth CSM model - each CSM currently has a HUGE book of business.
* Onboarding playbook and courses which will be measured on adoption score. How does it compare to other segments.
* Adoption score not new overall. "Dotted line metric" for marketing. But only now being applied to G2U.
* Only now starting to look at the impact of G2U.
* They want to explore the percentage of their customer base involved in G2U per quarter
* Q1: 11%, Q2: 14% - at launch it was 25%.
* What is the line for G2U? > 0% in a course.
* Does Northpass factor into Customer Health scores at all?
* G2 doesn't use a Gainsight-like tool. CSMs use Salesforce, but customer health info is in many different systems.
* Katlin asked if I can keep sharing what our other customers are doing for metrics. No one seems to know what they
need.
TODO: Discuss in Dec/Jan - how to measure success in G2U? What metrics are important.
## 08/21/2023
* New Learning Paths
* G2 for Sales and Onboarding learning path to launch in October - mid-October is the most likely.
* The sales one will need to be re-written from the sellers POV.
* What is a seller? A customer like Northpass is a seller. A buyer will go to the NP page and read reviews.
* Sellers are G2 Customers.
* Should just be small edits to change the perspective.
* Question about LPs: She wants to know about two additional custom certs. Does she have to pay?
* "Everyone is talking about G2U" - internally its a buzz.
* Claims that there is no budget but may be able to wrangle a few bucks for the certs.
* New LPs will be pretty similar in content and structure as the previous.
* Will need to redo quizzes for the new learning paths
DONE: Submit ticket to transfer RTE elements: General, Resource, Course, Accordion
## 08/28/2023
### Sync with Erin
* Currently on a mini-vacation in Golden, CO.
* Hopes to have her G2 for Sales course prototype ready by September 5th
* She needs to rebuild the quizzes too.
* Has not used the new Rich Text Functions we added for her.
* Asked for pricing for Certs - $2,000 for 1, $3,500 for 2.
* Wants to start doing some badges and gamification
* Too many certs *could* dilute their core cert
* She's creating a Learning Path for onboarding next, is thinking of using a badge for that completion instead of a
cert.
* Erin accepted the invitation to join the CE Advisory Board.

93
CustomerNotes/Glassdoor.md Normal file
View File

@ -0,0 +1,93 @@
# Glassdoor
## 03/13/2023
### Kickoff
Phase 1: training for clients that don't have a dedicated CSM.
~ 3 Months from today
* This will include who to contact
* Best practices
* Similar examples
Paul will be the main content creator.
Mural board is already laid out. They have resources and ready to go.
Phase 2: Cross functional, deeper training for clients who also have CSMs.
~ 6 months from today
## 03/20/2023
### Chat with Paul
Name, Email, Company Name & Company ID - IDEAL parameters.
## 04/24/2023
### Implementation
Biggest goal is giving new customers immediate access to the content. They aren't sure how to do that.
Go live is still next week. Better to get access and then collect data later, but now if possible. This is for a
specific customer segment.
During kick off is when university access should begin.
All customers get invited into a 5-email marketing campaign for new users. Onboarding marketing.
Per customer, average of 6 users. 2-4 will be on the kick off call. The other 2 people could be added up to a year
later.
## 05/08/2023
TODO: Find what can we add to search results, pull body for activity search results.
DONE: Minimize white space between title and line and line and body. Description shows up ABOVE the line.
DONE: Add this to the `styles.css` file for the academy:
```css
.np-footer-logo-image {
height: 30px;
}
```
DONE: Does the "updated" course alert bring you straight to the activity that is updated?
They want to embed Northpass into Wix.
## 05/25/2023
### Account Segmentation & Automation
Mark: Glassdoor is looking at this way differently than Northpass. The epiphany is that Northpass
does not have all the same data as Glassdoor. Mark was expecting that we had to map GD segmentation
to Northpass 1:1. But we don't have to do that and it isn't wise.
## 05/31/2023
### Partner/Agency Education
Currently using Wix. Leverages points to make a game. They redeem the points within the Wix store.
They are currently logging in and don't want them to make a new login.
Want to leverage Northpass within Wix.
How about iFraming our courses into Wix?
Are they trying to get rid of Wix? No!
Can Wix send learner information into the URL? She thinks yes.
Wants to keep their own point system. Not trying to embed ALL of Northpass into Wix.
How are Wix Points stored? They are called "Loyalty Program points"
## 07/06/2023
### Gainsight Issue
Austin reached out to Michael Stalenwart. Michael emailed Glassdoor on 7/5 and said:
> " Hi Team,
> My Product team has connected on this and even checked your instance for the specifics of the integration, and we believe we've identified the issue.
>
> After checking the Northpass Integration details, the assumption is that they would be writing back course progress details to a custom object in Gainsight, and generally, writing to GS Custom Objects is achieved with External API Integration. We noticed you have a custom object named northpass (northpass__gc), that was created as a "High Volume" Object. Gainsight does not allow writing to High Volume Objects in a transactional manner via the External API Integration which is causing the failure. If this is the case, then you'll need to create a "Low Volume Object" and add that in the integration setup of Northpass.
>
> It also looks like Northpass documentation hasn't specified Low Volume Object explicitly which could be the source of confusion.
>
> Let us know if using a Low Volume Object rather than a High Volume Object fixes the issue. Happy to continue to help where needed.

77
CustomerNotes/H1.md Normal file
View File

@ -0,0 +1,77 @@
# 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
- Okta authenticates their entire application and for internal use
- This change will be the most pressing for when they decide
- Should be decided on within 6 weeks
- CSM team uses Catalyst
- Sales team uses Salesforce
- Haven't really used Northpass reporting
- They contractually provide a training system
- They need to figure out how to get the right training to the right people at the right time
- Smaller clients get 1 in person training, the rest via Northpass
- QBR show utilization or change - increase enrollments and actually starting the course
- They need to track if no one is logging in and how to reach out
Within a month Marceline will have some additional information and it seems like good news for her (a promotion?)
Next meeting: September 2, 2022
Data that's important:
- Quantitive is important, but not wholly
- Monthly avg users - if it decreases by 15%, bumps down to amber
- Only way the can talk out of that is Europeans on vacation
- Real reasons
- Logging in every 30 days
- Utilization health, stakeholder health, Monthly Usage
- Don't want to be single threaded
- "Get well plan"
- Are you creating successful relationships with others in the org
- CS Analyst that pulls platform analytics per clients
- Utilization over the last 12 months in multiple graphs
- Requirement: first week of the month to download and send it to client and open door for conversation
- H1 uses full story, but some metrics are incomplete
- Ad blockers dont work with full story
- Look for trends in data and utilization
- Are ppl using a specific search more than others
- Favorite trick - ask for time on a team meeting
- Aggregate Support Article metrics
- Divide stakeholder relationships -
- Tech team
- Neuro team
- Imp owns Tech relationship
- CS owns user relationships
- AM owns revenue relationship
- Implementation & Delivery team
- Imp manager is client facing
- Delivery is not client facing. Internally project focused
- The best CSM doesn't always make the client happy
- The best CSM keeps the client on track and within boundaries
## 01/06/2023
### Off-boarding Info
A lot of hand off
Metrics weren't great - happy about the new analytics/beta, but it wasn't communicated well.
Ashlee's main POC was Paula.
Analytics Feedback:
I just want to know emails and who has finished the course. It wasn't a single button.
The naming conventions weren't clear.
Unclear what filters did what.
Really liked Kaitlyn
Analytics weren't intuitive for someone net new coming to Northpass.
The main thing is northpass fell into the "nice-to-have".
Metrics Records for H1:
- Raw Data Dump
- Support Team Training & Download

82
CustomerNotes/HackerRank.md Normal file
View File

@ -0,0 +1,82 @@
# Notes
## 9/22/2022
* Feedback is content is boring and too wordy
### CS Strategy
* Try to collate product data
* Pendo was helpful for click data
* Churnzero has click data, Pendo does it better
* Invest early in CS software - HR uses Churnzero
* Churnzero has a ton of integrations for a holisitic view
* Which are struggling to adopt
* Which are doing well
* NPS feeds into Churnzero
* Direct from Product Data
* Zendesk, Salesforce, etc
* 10% of their score is escalated technical ticket
* Number of logins in the last week
* Which products are purchased
* Scale by segment, or ARR as we grow
* When Alaina got there, they had "self-serve" customers that weren't touched
* Churnzero also helped with all of that
* Think about how to have personalized interaction as you scale
* We need to look at our unhealthy customers and _why_ we think they are unhealthy
* We don't need a CS platform
* Looker allowed red or green to show health score
*
## 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
Separate, but similar thread:
Managing attendance button - he didn't know it was added back in
Manually managing attendance is a huge bummer. It takes a lot of time.
A few other items:
He wants to bring his CSMs through the LP in HR Academy - 1 for feedback, 2 to know what's there to share with customers.
He's gotten a lot of feedback and the feedback is quite wide and across the spectrum. However, there are a few trends that are standing out:
1. The search must be run before any results are returned. He wants auto-suggest/results in the search bar. Look at [Hacker Rank's Support Page](https://support.hackerrank.com) for an example. That is Zendesk' search. The ability to filter results will also be really helpful. Logic/Regex based searching - not string literals.
2. The bigger item is rendering the "best" results to the top. If the correct results are showing up at the top, they won't need to filter or use other functions to find their results.
3. This next item he doesn't necessarily agree with or think its the best choice, _but_ it has been brought up a bunch. In an activity you have pre-content info, the content, and post-content info. A lot of their info is why they should care and how to get buy-in from the learner, with a follow up for questions.
* They want the continue button to be available during full screen.
* Instead of the additional info being above and below, but to the right/off to the side.
* By having information on the side, there is no "hidden" information below the video.
## 06/08/2023
### Meeting with ChurnZero around Custom Integration error
Custom Integration Notes:
* Import every hour
* Look for delta - contacts that have been modified or created in last 1.5 hours.
From Allyson:
* What happens if we have a net new contact without an external ID?
* In this case, that field is null - meaning it wouldn't process the data.
When ChurnZero gets data without any ID it spits out a specific nomenclature on these random accounts.
Something like "account_name.id"
Other integrations:
* SFDC integration is on - which is the source of the AEXID. SFDC _could_ possibly be updating the ID.
* Zendesk
* Pendo
Alaina:
* The id could be "wrong" - that means they aren't a full customer.
* SFDC Id could be coming from the HR db.
* Accounts wouldn't typically have an ID until they become a customer. Which means they wouldn't be in any other system.

27
CustomerNotes/HappyCulture.md Normal file
View File

@ -0,0 +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.
* 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
* 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
* 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

179
CustomerNotes/HelloInsight.md Normal file
View File

@ -0,0 +1,179 @@
# Hello Insight
## 7/12/22
### Kick off Call Notes
Paula is main POC
"Fastest purchase of a new platform"
- 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
- Jaime: Front end developer, main features of front end of application
- 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
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
Is HI an identity provider? They store passwords in postgres, unsure about SSO/IDP
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?
Categories and Subcategories
Role, member journey, group, contract, etc
*Design/Andres:*
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
Design and elements need to be understood
Paula needs to chat with design
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
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
- 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
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
- 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
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
- Live, On-Demand, Mixed (or Blended)
- 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
- 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
- Featured Courses - on the right, featured, new courses
- Based on time of release?
- Courses for you - based on categories
- 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
* Different accessibility for each type of user
* 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
### 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)**
**Technical Specifications**
- LMS will be embedded via an iframe, with a top-level nav similar to Dashboards and Reports.
- LMS will be toggleable via an env variable.
- AAs and PAs will have access to the LMS; with each having access to specific courses/learning paths. NAs should not have any access for now.
- Users will be authenticated via open auth once logged in to HI.
- Users will not receive any other login pages, account creation pages, or account setup/management emails from Northpass.
- When any user information changes in Hello Insight, this information needs to be reflected in NP for the existing user in the NP database.
- 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.
*
### NEW Launch
* September 28th - Full Launch w/ Campaign
## 10/11/2022
### 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.

102
CustomerNotes/Humly.md Normal file
View File

@ -0,0 +1,102 @@
# Humly
## 6/21/2022
### Technical People
- Tomasz (Tom) - Client and Team Leader
- Bartosz - Full stack developer, 2 years at Humly
### Answers to Questions from email
How do we know what courses a candidate has completed? Should we store it ourselves or should we always get it from Northpass? What is the best practice?
- They want to apply some logic to these completions in Northpass
- This is for the recruitment part, so they need to complete
-
We want to learn more about where the logic to decide which user that gets which course lives - is that in Northpass or in Humly? If in Northpass, how does that work? Can we pass any data into that logic and then set up the rules ourselves in Northpass?
- UUIDs for groups
- Mapping group creation from Humly
-
We plan to use your token or signature-based authentication and might have some questions about it, not sure yet.
- [X] Send token based authentication PDFs
General best practices on how to use the development resources and work with the technical aspects with Northpass. Any risks that we should avoid when designing the technical solution?
- Be specific
We plan to just link to Northpass and open it in a separate browser to start with - but how would it work if we want to include the courses and pieces of training in our app experience in the future? Do you have frontend components for the courses we can use or do we need to write everything ourselves?
- What is front end components?
- Lyft Example
- Ludvig is working on the design
- They might want to show
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
* We need to figure out where all the data is that decide their final destination/course
* Hubspot is a mirror of Humly backend
* Hubspot workflows are important
* Hubspot brings power to the Talent Success team
* Linda's concern is if it is built in the back office, it will take up too much time
* Example:
* New applicant in back office
* They would be created in Hubspot
* THey want to offer one introduction training depending on region
* Hampshire vs Milton-?
* Hubspot will have all the correct attributes
* Process - onboarding & then other processes and flows
* Not fully understanding emails and enrollments with Hubspot workflows
* There is a concern of misunderstanding
* P asking about the variables that play into what courses should be administered
* Region is one. They may want to send courses to people who haven't or have worked etc.
* Turn off Hubspot integration!!
* They want Humly to be the SST and data should go to Northpass > Humly > Hubspot
* Webhooks are the best way to catch information in Humly
* API will be more for group or person information.
* Kristoffer said something about messy user experience
* Was something miscommunicated in sales? Linda not understanding segmentation vs enrollment vs communications
* Kristoffer's example was can Mika create a group based on x number of deviations within Hubspot/Humly
* But why would we create the group first in Northpass? There's not logic in Northpass group creation
* Patrycja gave example of using JS to run script to look for information in Humly app.
* Linda suggesting that Northpass needs to know "know everything"?
* Oskar asking - could we tell Hubspot to tell Northpass which users are part of a group?
* Oskar rightly saying that Hubspot integration is just a link provider, it just allows for prettier emails
* To summarize, they need to rethink about their data flow
* Miro for workflow diagram for user and data.
## 10/06/2022
* Course Title should be bigger in LX
* Okay to change across all courses
* Title font size 30
* Flow: Intro course > Interview > 5-6 Courses (all in the app) > Offer to be a Teeacher
* Those 5-6 courses _should_ be done in order, but its not necessary
* A few quizzes across the 5-6 courses
## 10/14/2022
* They are not sure about the Miro graphic
### Feature Requests
|**Request**|**Date** | **Product/PM** |
|---------|------|------------|
|Learning path organization | 9/8/22 | Marta |
|Enroll people in courses from Hubspot. Not just communicate | 10/5/22 | Partners Team |
| Title of Course should be RTE | 10/6/2022 | LX Team |
|--|--|--|
## 12/1/2022
### Olivia and Maria re: Courses
DONE: Can we customize the Cert to be in Swedish and show a Learning Path instead of Course?
Question from Maria:
* Is there anything else that we can make candidates do to test knowledge?
Olivia loves working in Northpass!

219
CustomerNotes/JJSV.md Normal file
View File

@ -0,0 +1,219 @@
# JJSV
## 06/18/2022
### Todos
- [X] Channel Cards should say 33% viewed not complete
- [X] Add timing to activity titles (Melinda)
- [X] Add timing to channel card (Northpass)
- [X] Challenging Case Content, split into different courses
- [X] Dont share SCORM course Phaco Funds with Dr. Sam Garg
- [X] My Topics - changing to what?
- [X] All Channels should be All Topics
- [X] Learning Paths >> Programs
- [X] All other topics >> Modules
- [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 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 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 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)
- [X] Programs > Bummer, you're not part of any programs
- [X] Other Topics > Yikes! You aren't accessing any any modules
- [X] Ping Tigue regarding
Events should be figured out by our demo -
- [X] Add featured content spotlight box that moves the 4 boxes down
- [X] Can we showcase videos on the main page with a little modal?
- [X] Add all groups as per Kaitlyn's info
- [X] Wants to start putting in content by the 15th August.
- [X] Create and send document for Melinda's instructions to add categories.
- [X] Delete all courses and everything from Media Library
- [X] Let Melinda know when clean state has been achieved
- [X] Create documentation for categories & adding courses to groups - understand catalog vs. groups
- [-] Update Smartsheet by moving all Phase II projects to new heading
- [X] New Footer: all About (minus Products/DO)
- [X] Useful Links - JJ vision Pro, Contact Us, JJI, YouTube
- [X] Legal Allyson
- [-] Legal Notice needs to change
- [X] This can't be $250,000k total for global academy
- [X] AMER - is LatAm, Ameica, Canada
- [X] ASIAPAC - NZ, AU, All of Asia
- [X] Europe is Europe
In person events should change register button to "remind me"
Melinda will then add the 3rd party links into the event description
Figure out events setup
### Notes
Customer base: residents, fellows, surgeons, optometrists, ophthalmologists
Chapter Content
Registrations will be a link that Melinda will manager
## 7/18/2022
### Implementation Roles
Role is what will decide what content they have more than region or location
Content is by role
Events is by State
It isn't even primary specialty
Once the error is fixed on the form, K will let M know to test
Events are tied to... Course or group
But if we have a group per state,
Are we also creating groups around role, not primary specialty
When loading an event, event should select between both groupings - a Texas Ophthalmologist
She needs granular control, she may not want to invite students or fellows
Or a residency event and not invite ophthalmologists
Other one:
How do we differentiate from "all"?
For Americas, LatAm, Canada, and USA might have different courses
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
- [X] Contact Us should be un-clickable
- [X] Add how to edit properties and links in the Documentation
- [X] Backspace Professional Events
- [X] Product Information should be: "Learn about Johson & Johnson's Technology Offerings"
## 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
- [X] Currently: Events, Explore, Product, My Topics
- [X] Proposed: Events, My Topics, Product, Explore
- Tigue asked some questions.
- During the registration process, can Company Practice Name have a suggestion that pulls from Google Search?
- No, well maybe. Google is too expansive. We need a refined data set. She pinged Tigue, who may reach out
- Talk and brainstorm about possibilities to refine the data that the search pulls from
- New Site launched One Vision. Pro site. It says "Interact" at the top of the dashboard. Onevision.prointeract.com.
- Melinda called it a "show pad". <https://www.prointeract.com/#mousescroll>
- Internal training site? CMS? Hard to tell. But it has a folder for sales training. It looks just like a list of files and resources.
## 10/19/2022
### Meeting with Melinda re: Design stuff
- Since we aren't going OUS - Out of US - we can remove all Cookie Policies
- CPRA - US/California cookie policies
- 5 more starts are adding their own privacy policy rules, just like California
- Something we will have to do is let them know that JJSV has a quarterly review policy.
- If a user has been inactive, not logged in, for 6 months, they should be deactivated. Don't erase history, just block their login.
- This would be for HCPs - healthcare providers
- Employees will be removed from platform upon termination of their employment
- Usually its a form submission and then tracked on a master user sheet
- There may be the need to do the same deactivation trigger for employees.
- YES. New Logic:
- Deactivation for all people after 6 months OR
- Deactivation for employees after termination.
- Question - how do deactivations work with open access?
- User Audit Policies is what all the above logic and rules will be called.
- Melinda will pull new screenshots for her presentation and then provide the group with the registration link. Each person will register on their own to review the steps. Two reviews will happen to look for bugs and do some QA.
## 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)
- Vision Pro uses Drupal and
- They want to change the website, project is called "Project Headless"
- Q3 Launch of this type of new platform
- API Integration? For what?
- CMS is not a good solution for them. They strictly need an LMS. Other people think JJ needs a QMS, HRIS, CMS, etc. But Melinda knows they need an LMS.
- Melinda is off Thursday and Friday of next week - November 3rd & 4th.
- Run the inactive list/script just before their quarterly review, or every 6 months.
- This will be a closed pilot, only available to KOLs (key opinion leaders).
- May be able to do more without such legal review since it is for a select group of people.
- She is moving (movers show up) on 28th of November, so everything needs to be packed beforehand.
## 11/10/2022
### Impromptu Meeting regarding
- Wants to learn again how to change the properties for the video carousel
- Didn't know how to access the Automation > Properties section
- Wants to do a new line within the JSON array of her video carousel
- Her AWS Links aren't working. This is the format she gave it to me in:
- <https://jjsvbucket.s3.us-east-2.amazonaws.com/VID_US_EXT_Safe+and+Effective+Use+TECNIS+Symfony+OptiBlue_vFIN_PP2022OTH4993.mp4>
- My changes:
- <https://jjsvbucket.s3.us-east-2.amazonaws.com/VID_US_EXT_Safe%26and%26Effective%26Use%26TECNIS%26SymfonyOptiBlue_vFIN_PP2022OTH4993.mp4>
- This caused the video player to show up, but not play the video
- URL Encoder:
- https%3A%2F%2Fjjsvbucket.s3.us-east-2.amazonaws.com%2FVID_US_EXT_Safe%2Band%2BEffective%2BUse%2BTECNIS%2BSymfony%2BOptiBlue_vFIN_PP2022OTH4993.mp4
- This caused the same issue as above.
## 11/14/2022
### First 30 minute meeting
- Does the DSAR form and Toll Free number for JnJ or Northpass? We don't have either.
- Can they register this as a sub-site or a separate site? Sub site would be easier
- Melinda out for the next two weeks.
- Other item for her is playing audio files. Loading into AWS will be easiest, not SCORM.
## 12/5/2022
### Weekly Sync - Courtney Joined
Melinda half day on the 23rd, then off until the 3rd.
Audio files in the platform did not look how she wanted it to look. The S3 embed is too plain
DONE: If there are no events, remove zero state error message.
DONE: Add Description of the podcast.
She doesn't want the S3 Bucket Audio embed anymore, but will add audio files to SCORM files and those will all be individual courses with skip overview page.
DONE: Get rid of fine tuned and change Podcasts to Professional Podcasts - categories.
## 12/19/2022
### Pre-Holiday Sync
DONE: Send Melinda a list of all the information Northpass stores
## 01/09/2023
### Final To do before Launch
- All Course Cards should say Start, if viewed, Continue
- Mimic the Privacy Links in Footer of [Clean & Clear](https://www.cleanandclear.com/)
- Verbatim: Do Not Sell or Share My Personal Information | Limit the use of my Sensitive Personal Information
- Need a list of the personal information and records that Northpass stores
DONE: Find course creation cheat sheet/documentation
DONE: Recorded Webinars Category
DONE: List of Form Fields - Country is hidden.
## 01/23/2023
### Content & Design Changes
DONE: Hide the TOC for all courses except webinars - specifically, podcasts, videos, documents.
## 02/06/2023
### Last content meeting before launch?
No notes.
## 02/27/2023
### Check in - did she create content?
She has nothing for me.
Asked about how to change the carousel videos on the homepage.

39
CustomerNotes/KeystoneRV.md Normal file
View File

@ -0,0 +1,39 @@
# KeystoneRV
## 10/27/2022
### Meeting Requested by Tabatha
*Preliminary Questions:*
* Adding users for specific Learning Paths?
* Email notification didn’t go through for new users to register? (this was a manual add of a new user)
* New School/Learning Path for our CS for employees.
* Number of Learners Enrolled in a course do not always match?
* Don't match what? Situation:
* Alpine Learning Path
* Courses in LP
* Construction Course has 1160 enrolled
* Next course as 513 enrolled
* Availability of courses is important to them.
* Other thing: Users that don't have an ignite account:
* Their CS team wants to have a small school as a clone/knock off for another team.
* What does another Keystone instance look like?
* It won't be as large. Internal training. Maybe some external training.
*Notes:*
*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.
* 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.
* Middleware - zaneray or mambo might create the token
## 04/25/2023
### New Instance Discussion
What is key for the additional registration page is:
* What dealer they are part of - General RV of Okala, FL
* City & State

35
CustomerNotes/Kiwi.md Normal file
View File

@ -0,0 +1,35 @@
# Kiwi
## 01/25/2023
### Contract Discussion
Miguel feedback -
First pain point:
Miguel became more aware of the technical limitations of Northpass. Most of the pain points are around analytics.
Looker release was quite bad, caused a lot of issues with their system.
They need real time reports based on their critical software release globally and they needed to release the feature to the client as soon as they completed the course.
Kiwi also uses Looker internally. They are very surprised that they can't refresh the dashboard in real time.
He was not expecting this delay with an LMS.
He doesn't like that there are 3 download buttons in our analytics. It is misleading. He's concerned that if _he_ has doubts, then what about others who don't have as much technical knowledge as him?
Another pain point:
They recently pushed an update with their courses and put all new information. They released this new information.
FEAT: They wanted people who already have completed the course to see the course again.
Joey - asset manager, commercial and internal customer satisfaction. Ensures the tools are up to standards.
Northpass is limiting her KPIs and ROI.
She wants to know what our renewal options are. She was not specific about what she wants.
She would like a new order form for the renewal.
DONE: Give Joey & Miguel an updated order form with the new terms, they need it for their records.
DONE: Send different pricing models - unlimited MAL, etc?
They would like a discount in some way. Joey's KPI is cost per employee and said it is a "hard" KPI. I asked if this has to be a certain price for her to hit her KPI - she said she's not entirely sure how this price would factor into the price per employee. She mentioned something about a 20% discount, ideally.
Miguel, re: contract - There was some discussion regarding a Zapier license? He said Kiwi paid for Zapier and then invoiced Northpass for that cost? It was a discussion with Paula, apparently.
DONE: Turn on Workato
DONE: Send Miguel webhook info, workato, what's available, snowflake/looker, and the custom extract.

70
CustomerNotes/Mark43.md Normal file
View File

@ -0,0 +1,70 @@
# 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."
"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.
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)
## 7/26/22
### 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.
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
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.
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] 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)
* They are moving to Azure
* 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

20
CustomerNotes/Mattr.md Normal file
View File

@ -0,0 +1,20 @@
# Mattr
## 02/28/2023
### Content Strategy
Nata & Ashley - Content Strategy
MVP - 4 courses, ready by Mid-March
No involvement from Norm until the MVP launch in March. Then will review content and strategy and offer advice.
Questions for Wayne:
* Prereq property use case? Label or should it block someone?
* "(undefined)" property, can we update it to "NO MATTR" or "BLANK"
## 08/10/2023
DONE: Can we get quiz raw answer in Webhook?
DONE: We need quiz raw answer in Looker
-- Update 08/28/2023 - Not happening anytime soon.

61
CustomerNotes/Mizuno.md Normal file
View File

@ -0,0 +1,61 @@
# Mizuno
## 01/12/2023
### Certs Discussion
Overall, don't like our certs and need more
DONE: Skip "view" button and show Certs immedieatly at the end of course screen.
DONE: Certs not loading after clicking view. <-- On Chrome. Worked for Norm.
FEAT: Cert emails for Outlook need to be reformatted.
DONE: Upload a better size for picture on dashboard header.
ERROR: Certs not sending in email the correct template. Alpinist Template downloads as two pages. Mountaineer logo is too small.
DONE: Ask Patrycja to add me to the final run through.
To start for the 23rd, people are getting assigned to learning paths. But self-selection in groups is the ideal long-term setup.
Ocean Academy or Stripe type landing page would be ideal for self-selection.
Actually start on 27th. 23rd is 100% ready and QA done. 27th are real people.
## 03/28/2023
### Mizuno Running Kickoff with Matt
DONE: Confirm dates with Matt for Sales conference.
Matt to collect the rest of the videos etc for the course.
## 05/16/2023
### Running Launch
Greg - West Region Sales Manager
Matt - East ? Region Sales Manager
Diamond - Project Manager that will be building content. Originally from Japan.
Launch Date: June 5th.
Action items:
* NP Register & Homepage - Patrycja
* Courses from Norm and Matt
* Style Guide from Greg
* Certificate Creation - Greg/Matt
## 06/02/2023
### Changes to Running
* Bring back banner on homepage with the people running
* Make Mizuno Running available along the header - currently it is invisible.
* Remove subnav completely.
* Sign up page - store name + city + state - required. Store / City are text, States are drop down
## 07/14/2023
### Mizuno Running Canada
Mark Hansen handles both Golf and Running for both USA and Canada.
TODO: Ask Casey if USA and CA codes can be interchangeable.
DONE: Connect with Matt on this whole things.
They will need to add CA people to Groups. Custom Analytics.
Target Date: Early August.

14
CustomerNotes/Nana.md Normal file
View File

@ -0,0 +1,14 @@
# Nana
## 10/04/2022
### Takeover from Travis
* Clone Courses from Nana Fountain Academy into Nana Academy
* 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

21
CustomerNotes/Netradyne.md Normal file
View File

@ -0,0 +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
* They use Legos for internal academy - comes with CMS solution
* Want to monetize the academy
* 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
* 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

105
CustomerNotes/Omnisend.md Normal file
View File

@ -0,0 +1,105 @@
# Omnisend
## 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
Can they embed a video from the Wistia Project video into Omnisend's product?
Kate having issue with security. Gets a warning when trying to access app.northpass.com
### Skip Cover Page logic
Is a user enrolled?
LOGIC: Learner comes in, skip cover for page, start course -> skip cover,
If not enabled, they should see overview page
Automation logic, single-activity or 2 activities are not considered a course
The key is a single video
The logic should be if a single video exists skip cover page
### Video on overview page
Course card, will also enroll person in course/activate them
Bring in video from Wistia Project
Get analytics via wistia or google
This is key analytics they need too
What's new are every month, on average 600 views
This week so far 51
It usually lines up with activated learners on Northpass
There was another link with dashboard, Audrius to check clicks
Fundamentals First Video
Out of 202 played it out of 220 load
What's new 95% play rate
Out of 41 people, 39 played its
## 11/29/2022
### Ad Hoc meeting with Audrius to Discuss "Items"
Problems/Opportunities:
* Internal Training:
* Training people internally, admin and onboarding team. They are using Northpass.
* They make a course not in catalog, but these courses are still in the customer academy.
* How to do a course with sensitive content? Can he password protect? Would groups solve for it?
* Links are _not_ being sent via Slack, they are being assigned to courses and then get the default Northpass email.
* His concern with Groups is when they send invites to the academy, they register, but then get redirected to the dashboard. The course they get sent to is not where they land - they get directed to the dashboard.
* Can we do 2FA with Northpass Preregistration?
* Revisit Google Auth:
* Is there anything in particular that Omnisend needs to provide to use Google Apps. What is the difference between App Directory and Default in Google Apps authentication?
* They are less concerned with activated/active learners and really want to see individuals and get names and emails.
* Can Google Apps allow _any_ google account user to sign up with Omnisend? Is this the same as social login?
FEAT: * They want Google Social Login for external users. They also want 2FA for internal users.
DONE: Can Google Apps allow social login? Can anyone with a google account have an account in Northpass?
DONE: What needs to be done to setup a new instance with Google Apps auth? The documentation is really limited.
* What Audrius would prefer is to have public pages, but the actual content must be behind login.
* They need to switch to a better acquisition model. The original idea was to be like Youtube, but to be honest, this will never be like Youtube.
* Responsiveness with Screens:
* Some have rounded corners, some don't
* 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.
* 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.
* Audrius is away from 5th of December until the end of the year.* So if we can setup the Google Auth answers this week, it will be helpful so he doesn't have as much work to do while he is gone.
## 01/04/2023
### Bernard, Existing Customers
He runs Omnisend blog.
86-90k clients. Large volume, small cost.
They want an academy for existing customers to see new content and go back for a resource
Retention and Engagement.
Most of their "brands" are free, and then a small portion of paying customers. They have two plans: standard and pro. Both are paid.
~$50/month for each plan. This is the main audience.
They want to tease free customers to join and become paid customers.
Main pain point from their customers?
* Email marketing is weak for these customers, which could be 1-person shops. eCommerce shops are doing everything and are also inundated with emails. This is an alternative to facebook ads. The Omnisend academy would teach them how to better use their product. The Academy would also give them more specific content.
Content Creation Plan?
* For the time being, it would fall on Bernard. Blog is mostly SEO content and quite generic/top of funnel. So freelancers can start it and then he adds in specifics. This academy content must be built in house, leveraging agency partnerships.
Optimal Situation:
* He wants to see all the content in a catalog with category type. And be able to have users to click the category and show those courses.
The difficult thing for him is how to chop up the information and categories.

46
CustomerNotes/PDF_Butler.md Normal file
View File

@ -0,0 +1,46 @@
# 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
* 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
* 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
*
## 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.

255
CustomerNotes/Papa.md Normal file
View File

@ -0,0 +1,255 @@
# Papa
## 8/30/2022
### Implementation
* Issues that may happen:
* ADP is the brain - Integration
* Transferring from LMS
* Corporate & Care on Lessonly
* Pals on Northpass
* Integration with Snowflake and Looker in Phase 2
### People
* Katie - Senior Learning - Care Team
* Lizzy - PM on Katie's Team
* Mini - Senior Training on Care Team
* Becca - Learning Content Dev at Care Center
* Yvette - Directors in Care Center - Inbound member PAL/Employer Teams
* Sarah - Employee Experience & Culture Team
* Amanda - HR Ppl partner, Biz Operations - Integrations for Compliance
* Zeke - Dir of Compliance, works with Cheif Compliance Officer
* Melanie - Sales Training & Enablement - new biz and CS success - use it for the sales team, self-directed, accountability as well
* Natasha - HR Generalist for HR Operations (under Amanda)
### Level Setting & Introduction
* Northpass was already being used for PAL Training & Support
* Separate Instances for Internal Side & External Side
* Lessonly Contract Expires on October 4th
Katie & Lizzy never want access to the Pals side
People should be in isolated instances
Care center vs Pals
ADP Integration -
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
* Didn't double check all the quizzes that were put in
* Drew's team also made more than a few mistakes putting in Quizzes
* Currently, Papa wants quizzes and assignments to be a single assesment
* They also want there to be grading and adjustments to the grading after completion
* Instead, we will have to create properties and custom code the weights to create a per-quiz grade and a final, weighted average quiz.
## 10/04/2022
* Meeting with Tedd - Okta has joinpapa.com
* It is being sunsetted and everyone is moving to papa.com
* Q1 2023
* Possible solution is to add a regex to the logic and ignore joinpapa.com
* Is there anyway we can move everyone to papa.com even sooner?
* Northpass is grabbing the SSO Id that's being provided by the regex, but we're also grabbing another parameter, which is an email
* Kaitlyn set up a sandbox to further test this. Ted has been invited.
* Mostly, they want to test what happens if we update someone's email (joinpapa), will Okta overwrite upon next login and revert to joinpapa?
* We need to map Okta/Papa's user.name to northpass' current_person.email
* Ted to setup okta in sandbox and test mapping of the papa username to northpass email.
* Northpass is requesting a base attribute in Okta, which can't be edited. This attribute is called user.name or username
* We can't update or make a variable of that base attribute. That variable is mapped to the Okta Username. Which is joinpapa.com
* This attribute in okta is called: schoolkeep_gc.bi1994
* On the call, Ted said the following happened:
1. He changed his username to papa.com and removed the join
2. He logged out of Okta, but then said it didn't work
3. Then removed himeself from the group he setup.
4. Then waited for Okta to resync
5. And then has added himself back into the group.
6. However, it still logged him in with joinpapa.
7. Kaitlyn suggested to delete both of his accounts in Northpass
8. His deactivated account in Northpass is showing up with papa.com
9. Kaitlyn then deleted both of his accounts in Northpass
10. And then Ted was instructed to log back in.
11. And that worked!! He has the proper email and SSO UID!
## 10/10/2022
* Lots of chat about structuring the content
* They are okay with my proposed changes of a single group with a single set of courses for onboarding
* But say things change from week to week and need to be updated
* We may have to pull all analytics as as CSV and then delete the course if they continue down this path
* QuiZ Leader Board - show ALL learners within a group. This is in Single Quiz Results. All people within a single dashboard.
* Closing thoughts by Lizzy: for the coming weeks, the courses will have to remain the same
* However, eventually, they should solidify some courses and move towards asynchronous onboarding
* Perhaps hold to this training for x months, and then try out a new method
* In the new year?
* Lizzy wants to talk to leadership and ask them some questions
* We need to follow up on Tedd and get on SSO stuff.
* He isn't responding to Lizzy either.
## 10/17/2022
### SSO Meeting
* Not really an SSO meeting because Tedd still hasn't shown up.
*Other Items*
* No cohort this week
* New Cohort week of 41 people
* They are unsure what's going to happen next week, they are unsure
* Awaiting a "Dashboard" live for next week
* Mini played around with sending reports to email etc and they want to get better at data analysis
* Rebecca: inbound, first 10 days, are pretty well made and stabilized
* Concerned about 508 compliance as FROALA doesn't auto-stylize links to underline and blue
* Mini doesn't like that archived courses show up in drop downs. They want to be able to NOT see archived courses when adding a new course to a group.
* Lizzy came up with the idea of having people be managers to *only* show the courses they should be seeing.
*Analytics for Trainers*
* Trainers having analytics issues
* Timeout and stalling issues
* Not the same options?
* Check for Manager permissions, and which courses they can manage and what analytics options they have.
* Mini went in and change all the manager permissions and made Gthem the same across the board
* They shouldn't be deleting anything.
* Asked for screenshots from the trainers re: analytics issues.
## 10/24/2022
### Meeting with Tedd & Papa
* After much hassling, Tedd finally showed up for a meeting!
* He said, when they create new accounts via SSO, Northpass is requesting a few items for that intial creation and login.
* Here are the requests:
* Full Name
* Email Address
* SSO UID
* What's happening is:
* He has two accounts, one is created based on group assignment in Okta, one from Northpass
* Everything is setup for the username to be picked up
* When he goes into his Okta dashboard, and clicks on Northpass SSO
* Drop down of profile shows papa and everything "appears fine"
* Email shows up in SSO UID
* To get this to work and show up as above, he had to do a few things in his profile.
* Said this is not how they usually setup and provision accounts with vendors.
* Tedd is sending the correct information at the first email, but upon the second email, he is sending this SAML stuff, and the wrong email is being sent.
* Kaitlyn to write up what Tedd needs to do to get the correct email.
## 11/07/2022
### Weekly Monday Sync
* Lizzy's items:
* First and foremost - SSO - will Lizzy/Kaitlyn's plan work? It should!
* Anyone who is deactivated according to Northpass will not be able to login unless they are reactivated
* Kaitlyn suggests we just delete everyone
* This way we can start totally fresh with these users
* Users without an SSO UID have never been activated or entered Northpass
* Active, current users will not be affected at all.
* Lizzy is referencing a few "one offs" whose training material is now in a different account? ie. Carmen Macias
* Criteria for deletion: Deactivated with no SSO UID
* For new people, do we have to wait for their activation to add them to a group?
* You could add them on Friday and add them to their group upon invitation.
* There is a high "no show" rate, so they need to be added that Monday of the first class.
* If these no-shows are removed from Okta, they will be removed from Northpass and/or inable to access Northpass.
* Pre-adding them to the group just takes away an extra step on Monday, because when they activate on Monday, they will just slot into their pre-created group.
### Chapin & Shala from Pal Onboading
* Pal Onboaring might be a black box/grey area of who owns it
* Chapin works in Pal Engagement
* Shala, VP of Marketplace and Ops (Chapin reports to Shala)
* Fill rates, engagement, etc is all under their purview.
* Pals have a webapp for onboarding training and then a mobile app
* Most Pal notifications are via email.
* Lizzy had given an update/presentation about Northpass at their ops meeting
* This is for the Visit Success team
* They fulfill Pals Visits
* This generated some interest from various teams, such as the above.
### Mini/Becca Care Center items
* Stef Owens, sowens@papa.com, Group: New Hire 10/31, Course 6.1 & 6.2
* What she is not seeing - some course updates
* She is going in through Okta, entering Northpass, and clicking "Learner Mode"
* Some new course versions and various items are not updating to her end.
* Publishing continues to be confusing for Becca
## 11/17/2022
### Thursday Sync - No Agenda
Two items from Lizzy:
* Chris and Anneliese were first invited without SSO. Now that SSO is setup, Kaitlyn had some questions about those two users.
* Okay to delete since they are currently using SSO.
* No class this week, the last one was 11/7. Next class is the 28th.
* Not happy about the 6 hour analytics update
* The trainers need to go over the exam within an hour to speak to the individual
* Items trainer needs:
* Specific answers to questions
* Overall score
## 11/28/2022
### Weekly Sync - ADP Questions
How does the integration work? Stock integration should go quicker, correct?
They are trying to figure out the difference between agents and care team people like Lizzy, Mini, etc.
Position ID in ADP?
All agents have the same position ID number. Do Mini and Lizzy have the same ID?
Do agents need learning data? What is the main objective of getting data into ADP?
Where is this need of ADP coming from? Always on the roadmap, Lizzy trying to get ahead of it.
Hopes that in the new year that there will be new trainings in Northpass and can those integrate into ADP.
Lizzy thinks it may take 8... EIGHT... weeks to get an ADP resource to help us with the integration.
Another question from Lizzy: training for content creators is next Tuesday. She wants to know:
* What prep work does she need?
* What do we have to do?
* What are the next steps?
* How to structure the training?
* Permissions?
DONE: Plan agenda and meeting for Papa. Send her my notes.
DONE: Decide on Slack Channel for Papa Onboarding.
## 12/14/2022
### Training Rest of Papa Team
DONE: Create Support Slack channel with Tracy and Courtney as support people
DONE: Manager access for everyone on the call with a single course assigned to them.
## 12/15/2022
### Checking with Other Papa Teams
Chapin - Director in Marketplace Operations Team
There since May, fairly new to Papa
Responsible for Pal engagement
Before he started, there was little talk about Pal engagement
Running out new items and metrics for engagement
Pal education is now his responsibility.
Legacy Coursework in Northpass
Northpass is linked from a resource on Papa
Currently it is a light set of criteria to be a Pal - age, background check, healthcare experience is not needed.
Pals join a lifecycle path.
Metrics: Understanding who completes what courses and connecting them to Pal value and LTV. Trying to understanding if these courses are enabling PALs to be more successful.
Reduction of tickets would also be nice.
Huge opportunity to retain PALs more.
PAL NPS is top of mind - it has been trending up, but it trended down this month.
Not sure why, PALs might say one thing.
"Admin" Homemade CRM for PAL information.
Implementation call for 60 minutes, 2nd week of January.
9-13th
Ask who else should be on the call.

425
CustomerNotes/Pipedrive.md Normal file
View File

@ -0,0 +1,425 @@
# Pipedrive
## 11/02/2022
### Strategy Session - Implementation
* Priority is indexed pages
* What does it take to get someone certified? - James
* Explanation of certifications administration
* Can we trigger badging on watching videos + a quiz?
* Segmentation to force that usage for users
* Analytics on the front end - Segment is what they use
* Segment then pipes into Google Analytics
* Data Warehouse: via Segment
* She will get a team together to work on data together.
* Start with design only for the Courses Page
* Tutorials page will also be design - single video tutorials
* These are both for logged in and non-logged in users
* Kaisa is the main content pusher
* All videos are housed in Vidyard - Vidyard has a link and replace feature
* Starting with 4-5 courses
* Their "courses" are video playlists - they are mostly tutorial videos
* Timeline? Mission team needs 7 weeks to complete everything they need to do.
* Launch in Q1
* Any other questions from Kaisa? Content Sessions - Training on the platform etc.
* Patrycja: onboarding can be two phases - design and content. Norm for content and strategy and Patrycja on design and training.
* The least experience comes in actual course creation.
## 12/1/2022
### Security Meeting
*Message sent to Slack Channel from Kaisa:*
> Kaisa Kotkas
>
> @Łukasz Chołodecki
> here’s a recap of agendas for the two meetings we have today :slightly_smiling_face:
>
> *Security Meeting*
>
> * Security vulnerabilities and how Northpass security team approaches them in relation to having Northpass platform under Pipedrive domain (learn.pipedrive.com)
> * Cookies that should be included in OneTrust, user preference to be respected. We have had a conversation with Norm around this but want to confirm we’re all good
> * Deletion of data - how is this working on the Northpass side (for user account created for learn.pipedrive.com). Northpass has already confirmed it’s possible but we need to document how
> *Data Meeting*
> * Understand what Northpass-Segment integration does out-of-the-box. From there establish if there are any gaps and if so how we can bridge them.
> * Find out what data we could bring to Pipedrive DW from Northpass native tracking and how. Things like course stats and other learning XP related items.
> * Establish what role information we pass through our SSO plays in data flows.
During the SSO process, only one company is passed per user.
Overview of how they use Segment:
* On the website:
* Similar to Google Analytics
* Segment snippet is loaded on the side
* Acts as data tracking analytical tool
* Two things it will open up: Page & Check/Track
* Page event gets sent, which pages they visit, user-agent, device
* Track event, sign up button but didn't finish, email gets sent, video progression and stopping (%)
* Segment is a JS snippet
* This snippet is blocked by the consent OneTrust
* In the Data Warehouse:
* On website, segment is launched and all the events are pushed into Segment platform.
* They can then pipeline all those events and data - sources to targets
* Everything is collected
* KPI Analytics within the warehouse
* It is relying heavily on what is being tracked in the first place
* Who landed where, how it was engaged
Lukasz: we don't have those events, but we can try to build them. Since this is a customized school, events are not being tracked as much. We may be able to pass this information.
Norm: What is the tracking unique identifier? Session ID? User ID?
> Pipedrive will create the unique ID, or passing in a pipedrive owned identifier that can be passed to segment. They will have to define what attributes and data points that they will want in the warehouse. To add, Segment can track when there is no clear user identification. Segment has a mechanism of "anonymous ID" and try to persist it in the cookie. They can use this for non-known users.
For Northpass, most of the time, users will have identifiers. If they come from Pipedrive - they will have the Pipedrive ID. If from Northpass, our UUID will be passed. We need to ensure that param is passed. This would be ideal instead of trying to rely on the anonymous ID.
From Pipedrive's side, will there be a problem with how Identity Resolution gets passed?
Some clarification from Bjorn: are we discussing a scenario of segment tracking within all Northpass web content? Right now, design is fully under Northpass control. This makes them a little less confident, because they want to make sure it is totally trackable.
Third point: There is some native tracking. Is there a point at building everything up via Segment? Such as Course Completion, are these being passed via events? We have some webhooks, but what do they mean by "events"?
Internal Questions for Pipedrive:
* Can OneTrust share consent snippet across pages? Main snippet is from Pipedrive.com, but it would carry over to other sites from the source snippet.
* Will we know who *hasn't* given OneTrust consent? We could create a boolean prop to show who has or hasn't given consent.
* Are they/can they tie this into Consent and Privacy Policies as dictated by Pipedrive? Good question (Kaisa) and this will need to be brought up in their meeting next week.
* Would it be possible (or are they considering) to extend their Cookie Banner into Northpass? Yes, they are.
* Do they tie the consent to the Pipedrive ID? No, they don't. This is completely on the user and browser side. No real client information.
*Umbrella Question from Bjorn:*
Three main questions they want to understand
* Acquisition - what are the sources of their arrival?
* What are they clicking on?
* Business Specific data - course completion, etc
What are the options to get the data out of Northpass and into their warehouse?
DONE: Bjorn our data schema. Send him our 3-4 options in an email so he can read through the options. The options I provided were Encrypted Dump into S3 bucket (Flink), Secure Data Transfer, Webhooks (not ideal), and Snowflake/Look for customers who are also on Snowflake or Looker.
## 01/03/2023
### Content & Uploading
Video Promo URL not embedding correctly? Why? iFrame wasn't working, but she was using embed URL not single <http://> url.
## 01/09/2023
### Kaisa & Domain Questions
Confused about the domains and admin, etc.
Learn.pipedrive.com should always be in the URL bar.
They didn't prepare for two subdomains.
learn.pipedrive.com should be for the SSO site.
SSO domain should be the main one.
Ideally, they will only ever authenticate people via SSO. How can we authenticate deactivated users?
DONE: Check on learn.pipedive.com for both.
I suggested learn.pipedrive and learning.pipedrive for both domains.
Any redirect confusions is because they have to redirect each video to the NP video.
Margus: he was concerned about the staging environment.
Outstanding SSO items? Mostly done, but the last item was current domain - learn.pipedrive.com.
He wants to setup the learn domain in Northpass asap.
DONE: Check if we can update the sub-domain or if anything else need to be done.
Genet: wants SSO users going into Northpass ASAP to reach the 11th deadline.
Suggest that learn.pipedrive is the pre-reg open academy with SEO
learn.pipedrive login page hosted on learn & clicking SSO directs to oAuth.pipedrive.com.
learning/sso pipedrive is closed from indexing and a non-logged in user will be brought to their oAuth page.
Pros:
* This funnels SEO into a single domain, for easier management and metrics
* Closes SSO from non-logged in users & indexing, see above
* Other than the URL, learners have a seamless, smooth login experience. No one is paying attention to the domain name.
If they change templates, this might be more complicated. Two sources of truth.
## 02/14/2023
### Workato - Segment
Michael: Is Workato Server-to-Server?
The main goal is to trigger things in segment from the FRONT END of Northpass - browsing courses, etc.
Course completion and stats is also interesting, but the viewing is what is the most important.
"The Success of this project will be gauged on the academy assisting more conversions in Pipedrive."
How much:
* New Traffic
* Traffic from trial accounts
* How many became new accounts
* Are they interacting with new core-functionality
* Have they added new users?
## 03/21/2023
### Post Launch with Kaisa
First big item, Localization:
* Localization and localized sites. Confirm that we received all the strings.
* Second question: how do we upload localized tutorial. This would happen in course properties and strings.
Webinars:
* Webinars page. They would like to bring it under Northpass. Similar to the rest of Northpass.
* But she needs to bring in widgets & code from their page.
* These would be pre-recorded. Similar to video tutorials, you go to the course intro page and then are asked to signin.
* Can we look into an integration to upload webinars directly? LiveStorm auto uploads to Vidyard.
DONE: Find an endpoint to auto-create courses/activities.
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.
Design:
* Can we change some elements in the non-Pipedrive academy? They would need more CTAs etc.
Feedback from clients:
* Missing search button for non-logged in users.
* Ask product to make search results available to non-authenticated users.
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"
## 04/18/2023
### Weekly Sync - James, Oksana, and Dina
Oksana is the main video producer for the academy. She will slowly take over more responsibility for Northpass.
Dina - regarding discovery.
Localization strategy affects Dina. They are about ready
Localization already existed in the old academy. Unsure of the technical limitations.
Reach out to Gennet regarding language preferences for accounts.
If a user picks a language, update the property.
They would want a page per language, so app/en or app/es etc. This is a requirement.
### Sending details regarding Redirect problems
Text from Engineers (synopsis):
Let’s imagine we redirect the user from page A to B using 301. Later we decided to change the redirect from A to C using
301. The user will be redirected to B because it was cached in their browser. Experience: User visits A > User was
redirected to B > Browser sees it’s a 301 redirection so it adds this redirect to cache > We change in NP from
A->B to A->C > User visits A > User was redirected to B (because his browser has this redirect in cache).
The only way to fix it it’s a requesting the user to clean cache in his browser. So if the user is unauthorized and goes
to app/courses, we will redirect him to sign_in page with 301. The browser will cache sign_in page, and the user will be automatically redirected to sign_in page when the user tries visit app/courses. This will cause a loop.
301 makes sense if the website they are accessing was permanently moved to other location. In this case they are trying to access courses list but are redirected to sign in page because they have to be authenticated before they can access it. If we redirected them from courses to sign in page with 301 the user’s browser would save the redirect location (sign in page) and whenever the user tried to access courses web page their browser would move them automatically to sign in page making courses page inaccessible for the user. The only way out of it is cleaning browsers cache. However once they cleared the cache they would remove the cookies as well. The cookies keep the information about users identity. This is helpful because with that they don’t have to log in each time they visit our platform. But once the cookies are removed they would be again redirected to sign in page keeping them in this vicious circle. The reason to use 301 is to tell the browser “forget about this old location of the page you are accessing, this page is now here, also store this location and use it whenever you try to access this old location”.
## 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
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
### Internal Training Demo
Ines is from global training and onboarding
Guillerhme is support and does monthly trainings for support teams.
Currently on TalentLMS but they hate it. It is only their host.
Use EZ Generator is their authoring tool.
Support: Portugal, Estonia, US
Global: 10 offices across the world
They share a lot of content.
Sales and Success don't have trainers, so they use the same content.
New Project: Pipedrive Academy
Learning Paths (proper). A lot of things are possible in TLMS, but not intuitive.
No Learning Path Cover page - everything is separate.
They also host internal trainings hosted by internal coaches. Soft skills, feedback, workshops, etc.
It would be nice to organize and manager sessions through the LMS.
Live Webinar Trainings
Waiting list would be nice. Not a deal breaker.
Reporting is another hugely important aspect.
Portugal legal requirement: 40 hours per year per employee. Auditors will check this.
One single source of truth with all the trainings that have happened.
HRIS: BambooHR, integrating very basically.
Last year they were already window shopping for LMS. Ines watched a demo of Northpass.
## 08/01/2023
### Ongoing Issues
Localization:
* Can we just launch a single language? No. They want to launch all languages.
* This will affect renewal - if we can't do localization, then they won't renew.
* James - throwing it out there: this is just the tip of the iceberg for localization. They will only be adding more content and languages as time goes on.
* James: can we do one instance per language? Norm: yes, but each instance would have a different sub-domain.
* Ben: Not ideal they want a `learn.pipedrive.com/en` or `/de`.
SEO:
* Dynamic rendering? Ben has some ideas to share with me.
* Language picker was visible for several days, which got picked up by Google.
* Check again in a day or two to see if its not picked up.
* Confusion on the language codes.
* Any timeline for adding language codes to URLS of courses (`/app/courses`)
Other:
* Customize the welcome email.
* Workflows for a welcome email?
Will joined late - nothing new to add.
Final item from James:
* Is there anyway to get one more contact into our Slack channel? Especially an SE engineer.
* The support experience "wasn't great" when going via Support because they were not aware of the customization.
* He would like comments in the Sheet ASAP for all the high priority items.
Kat: if localization is fixed will that secure the renewal? Yes, James believes so.
## 08/10/2023
### Slack Message to Internal Team
Team, I've had the opportunity to chat with many of you individually to discuss the action item list for Pipedrive. As a
reminder of the topics discussed on Monday, [here is the
recording](https://northpass.zoom.us/rec/share/jg6aA71ibeYtyj8lJh8hqehp29nxZWugSnSdyLlamrbyJx5kF_j2psQYXzNs02zF.H1nLH-8UyUnLDBGD).
The passcode is `8@^z6zJG`.
I can't impress enough upon everyone how time sensitive these items are. Kat and I are chatting with Pipedrive at 9:30am
EST on Tuesday to get a better understanding of the client's needs. With Gainsight's Recharge day on Monday and Poland being off on Tuesday, I'm a bit afraid we've lost some precious time here.
There are two tracks that we've committed to as a team for saving Pipedrive. They are the following:
1. Bartosz, Adam, and the engineering team will investigate all the items on [the spreadsheet](https://docs.google.com/spreadsheets/d/1CfiXSZankDRsBSYzVIMdW-M-7_oU0seqYozADoKLN1Y/edit#gid=937292276) that SE cannot solve for and report back to Joris and Allyson with an estimated time frame and resource spend needed to bring those features to light and parity for Pipedrive's needs. Joris and Allyson will then decide the best direction regarding engineering's findings and the planned roadmap.
2. Charlie and the SE team will clean up the code in Pipedrive's templates to improve efficiency. This will be done in
sandbox first and then moved to production if need be so that engineering can reproduce the delay behavior and investigate causes and areas of improvement.
Regarding one - have any findings been reported to Allyson/Joris yet? Joris is on PTO as of tomorrow, so please let
Allyson know what you find ASAP. In the meantime, Adam/Bartosz, do you have any information that Kat and I should know about that will help inform our discussion with Pipedrive on Tuesday?
Regarding two - today's discussion made clear that the delay behavior is not acting as expected in the sandbox. As
engineering needs to mimic this behavior as closely as possible, we will reinstate the templates and language picker in
production as early as possible tomorrow morning. Charlie, can you please make sure an SE in Poland makes these changes
to Pipedrive's Production academy as early as possible tomorrow so the engineering team can investigate?
I will inform Pipedrive this evening of this temporary change.
Big day tomorrow, and I hope we'll be able to uncover key information for Pipedrive. Please let me know if you have any
questions or concerns.
## 08/15/2023
### Meeting regarding Renewal and Feature improvements
Attendees:
-- James Cambpell
-- Ali
-- Will Sigsworth
-- Mark Geller
-- Chloe Fall
- Ben Clarke
- Norm Rasmussen
- Kat Kenny
Notes:
* Desire for localized sites are high
* James being pressured for more localized content
* Spanish course is still highly reviewed and people are excited about it.
* (-) Norm to schedule a meeting with both tech teams
Renewal:
* Can we get a signature with an opt-out clause?
* Both tech teams will need to discuss the delay issue in Production
* Who else needs to be part of the renewal discussion?
* If we add an opt-out clause, legal team will need to be involved.
* All renewals need go back through the procurement/vendor review process.
* Vendor review includes finance and security teams
* Kat: Who else needs to be involved? CFO? Who else can put a stop to this?
* Gainsight has "buddy" alignments from our CFO to your CFO. Is Hydran involved in vendor review?
* James: No. Steve Kitely reports to her and is in charge of vendor review?
* Kaisa no longer involved. Does not need to be added back in.
* Kat set expectations: I doubt we will get all of these in the next 60 days, but next steps of getting a tech team
* Mark and Genet
Other Complication from James:
* A user got a weird url: `https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af#sso-widget`
* When a user clicked that, they weren't able to unlock the getting started course.
* Screen recording of the behavior: `https://sharing.pipedrive.com/v/sFQfqr`
* When a user removes #sso-widget the problem goes away.
## 08/24/2023
* Internal Sync regarding Roadmap and feature requests
** Attendees: Rob, Allyson, Joris, Kat
* Email localization will be difficult
* Certification localization will be possible and the structure is there. But the locale isn't sent.
-- Rob to test
* We should deliver a list of what we have done, can do, and can't do
* This list should also include how our integration with Gainsight will help them
* Joris happy to join a technical call with Pipedrive
* Norm to schedule call with Pipedrive for next week
* Is this a 1 sprint worth of work for the team? Q1 2024 delivery date?
* Rob and Joris to gauge if this will have impact on larger strategic initiative.
## 08/29/2023
* Discussion of Renewal and High Priority Items
** Attendees:
* James, Norm, Kat
* How can we work out the language of what guarantees a renewal?
* Since we won't get everything done by renewal, can we add an opt-out clause?
* James - instinct tells him Q1 should be acceptable.
* As far as SEO issues, this will be the stickiest for the team.
TODO: Get Rob (and maybe Joris) on technical call to discuss SEO stuff.
* Are they actively exploring other vendors? James: not yet. But yet being the key word. It was brought up
internally to start exploring.
* SEO technical sync: James to find a good time for technical and SEO people.
-- Mark Geller, Gennet, Chloe
-- Gennet is main technical product/discovery for entire org
--- He's waiting desperately to sunset the old LMS website.
-- Mark is general technical
-- Chloe is the SEO master.
* Account Management team to handle clauses/commercials. TBD who from Pipedrive should be the POC for that.
* Explained that additional benefits are coming with the larger integrations between Gainsight and Northpass.
* James team handles video content for the PX product.
* James wants to put on our radar:
-- Genet said, "if we're going to extend this on a contract, can we add a support person in the Slack channel?"
-- Not yet. Northpass is flexible, but Gainsight doesn't have SE folks. They have TAMs which are a paid service.
-- TBD. We might have to do this as a paid service.
-- James wants an answer by renewal. And possibly as a line-item on the contract.
-- Kat: Most enterprise accounts have a full-time TAM associated with their account.
* Does Gennet submit support tickets via Slack? Maybe, Zendisho (sp?).
* James is most likely off on Labor day.

11
CustomerNotes/Prenda.md Normal file
View File

@ -0,0 +1,11 @@
# Prenda
## 12/09/2022
### Jessica random meeting
Jessica is doing the same thing but under a new manager.
Told her to check in on updating Hubspot info via CSV
Brian's last communications with Prenda: December 7th
DONE: Send pricing on Enterprise and what that pricing would be
Wants to know about missing features. What features would make this more robust?

136
CustomerNotes/Quantuvos.md Normal file
View File

@ -0,0 +1,136 @@
# Quantuvos
## 8/22/2022
### Main People
- 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
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.
### 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
- [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
See Nick's implementation Plan
Hold onto deadlines and connect people to the right others
Content is a huge chunk of what needs to be done
Wants to understand the roles and needs, hours needed
Needs help understanding the structure of content etc
Something about buckets being empty and fish being found
OpenSesame
Chris' team uses Figma pretty heavily
Launch is August 29th (week of)
Vegas Conference - 1st week of September - September 13th
## 08/25/2022
### Meeting with Chris Campbell
Full embed Ideally
Either via API or embed
Open either way to the various options
DONE: Requested an overview deck
DONE: Has reviewed Developer Docs
Quantuvos app, video session and can join to take it
- 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
They work with company A, and they want all mid-level managers to be upper level by theend of the year
Then 3 groups - IT, sales, and HR managers, those are each different programs and should have access to different types of content in Northpass
DONE: Create a draw.io diagram for their programs and how it would map to groups.
Will they piece meal or full embed?
Full embed out of the gate and then add elements later on
API to show assignments or courses based on the learner in their app
"Customer Admin" = A quantuvos rep that manages their program
Can a manager access the media library? How do they "edit" courses?
How about limited access to media library stuff?
What are coaches responsibility?
Is a 1:1 assignment? There are no rules, 1 coach to many
And multiple coaches to multiple clients
Sounds like they are similar to CSM
And 2 coaches on 5 clients who are managing the same account but their subsets will be different.
### Where is content?
Categories are set in stone
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)
## 09/05/2022
### Meeting with Group + CEO
- 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
- 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
### Asia, concerns with account
Claims that things are taking a long time or responses are very slow.
Gregg is making this claim, but he hasn't communicated with us at all.
There seems to be some miscommunication - is Chris in charge of design or Northpass?
What is left for launch? They need to communicate with us when things need to be changed.
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.
## 08/09/2023
Gregg Concerns:
- Resource allocation
- Is Quantuvos their ICP? How do they fit into the mold of Gainsight?
- Struggle with incomplete follow through - requested changes don't get fully done
- Concerns over changes with service and support

88
CustomerNotes/RecastSoftware.md Normal file
View File

@ -0,0 +1,88 @@
# Recast Software
## Launch style
Chris is main POC for content
Tech stack manager for user manager
Alison is Chris' back up
End of Q3 Launch, maybe a soft launch?
Moving to Vegas, 2 weeks gone in - August 22-Sept 5
* Content:
5-7 courses, completely thought out with quizzes etc
Each course to a different audience
No certification just yet - worry about it later.
Can we MVP launch by September 1?
Primary objective is solid courses, showing off Recast's top tools
Can QA team test in a shorter time period? Currently, 2 weeks
Advocacy program is key customers, a larger base with more than just the academy
There will also be an internal team - SEs for technical, Marketing for branding etc,
For design - chris is going to have a design brief with the marketing team for a kick-off
Alison out week of July 11th
Question: discussed during sales process, badges and points
Back fill badges
* [ ] Test Todo
* [X] Send ticket for font changes
[X] Northpass ACademy Dashboard Personalized Copy, same as NP Academy
[X] Keep learning path card formatting, scroll left to right
[X] Calendar - does Recast have an embeddable calendar? Feed is okay instead of calendar replicate Northpass academy calendar
Chris to provide blog feed
DV featured courses should have description short description
remove events leave or remove column
main page links up top like swift
RTE within course viewer not picking up font change
## 11/15/2022
* Chris to grab screenshots from all the videos that are to be uploaded to Wistia for the non-video.
* Going live tomorrow - 11/16
* 14 out of the 29 people responded to Recast saying they want to be registered and part of the academy.
* Chris will send out beta test questionnaire
* After he finished everything, he realized that the nature of the software (which isn't exciting, but necessary), is quite boring which means the courses can get a bit boring.
* After this beta, we will find out if his learners love the academy or not. "It's better than documentation"
* Hard & Full launch of the academy on December 5th.
* Logic for december 5th? December becomes a very slow season for tech industry
* They have a number of initiatives company wide
* Conflict between deadlines and they don't want to take away from those initiatives
* Email that will correspond with another campaign in the company
*Zero State Messages*
* If someone has no courses or LPs - what should the zero state message be?
* Should we hide the sub nav option is there are no LP's available?
* Chris to talk to Marketing about what would be best for zero states.
*Other Items from Chris:*
* He wants to separate intstructors for ILTs and Courses. Why?
* One of his instructors does a review course, but they don't have any webinars right now, but wanted to make it look more full. Not bare bones.
* The problem for Recast is that the people who do webinars are not part of their company. So giving them manager access is a bit concerning.
* Working with IT guy on DNS items. His guy made all the changes (roughly 30 min ago) but Northpass still says pending.
* He couldn't add the TXT record because of string length, he just left it as "recastsoftware". Max length = 1024, Provider =
* TTL is one hour, so it could take some time.
## 01/17/2023
### Certs, Salesforce, Future
Stacy Nwokochah - CS Ops, role is new and she has only been there 6 months.
This quarter goals:
* 8 courses need to be completed - in a LP
* At the end of that, big exam, learners must pass with a certain score
* Certification!
Deadline: Chris will have courses/LP done by third week of April. Must be done by April 30th.
Announcement: April 30th.
They also want to track certs, share on linkedin, etc.
Stacy: Salesforce Integration, wants to use ChurnZero too.
Other: Chris giving a webinar "Quick Start Guide for the Academy". He will be teasing Certs and LPs in the webinar. He will show the UI for a learning path and other random objects. If we can have anything ready to show regarding Certs, that would be helpful. The webinar is Next Thursday January 26th.
Ideally, the cert will show that the learner is "Right Click Certified".

173
CustomerNotes/SPSCommerce.md Normal file
View File

@ -0,0 +1,173 @@
# SPS Commerce
## 10/01/2022
### Todo Lists
[X] Check in on workflows in a few weeks
- [X] Connect Kayla and KJ for Analytics sync
- [ ] Ask if we can do a Trial of Enterprise Workflows
Hard to make a call on the value 1. on the internal use, as it isn't totally needed and 2. see how they want to connect external systems.
- [ ] Send product subscription plan features
Three years ago renewed after going out into the market and tested other systems
"Folklore of SPS"
What other shortcomings are Workflows a bandaid for?
*Analytics being a good example
* How does the shortcoming affect renewal?
* What can be done about enrollments? What is the trigger for SPS to enroll in new courses?
Enterprise Workflow, where do they want to connect it to externally?
## 10/12/2022
### 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
- Lippert Inc is the customer
- Requested data pull in training
- Pulled an excel of SCA and found duplicates in the list.
- The next column shows "Attempt Number" and she thought that was total number of attempts
- Instead, the "duplicates" are actually the actual attempt number.
- SCA is Kayla's favorite analytic
- Why is Lippert asking for this? What will they do with it?
- Lippert is a retailer of theirs
- They would like to drive engagement of their suppliers
- Coincides with a big marketing initiative
- Increase training availability
- YTD Engagement, overall/aggregate of who is enrolled in that course
- Engagement can mean a few things
- Overall course completion is helpful
- But number of people at various % through the course is also interesting
- Lippert asked for "a little more detail" unsure what that means
- Course = Lipper Fulfillment
- BUT, there could be people enrolled in the course that are _not_ involved with Lippert
- They currently do mass enrollments, managed by their one-to-many customer service team
- There is a Lippert Component group that could further deliniate the number of people that should or shouldn't be in the group
- Last week when Kayla pulled the SCA, it said 509 enrollments. Today, it says 51.
- ISSUES: David Morrical shows 3 attempts but in MCA does not show anything
- SCA shows two Groups, MCA shows one - Lippert Components Inc and Lipper Components, Inc.
## 10/26/2022
### Analytics Meeting with Kathleen Olson + Matt + Kayla
- Kathleen has been focusing on engagement
- Completion is not super important
- Struggling with wiping of metrics after updating a course
- Some confusing with attempts? If they update the course what happens to metrics of previous users.
- Kayla pointed out that for free-form courses, if people are just clicking around via table of contents, then they could be engaged, but its not being logged.
- Matt: he has told NP many times that the dependence on the continue button is too high.
- Matt would be more interested in an "activity view" type analytic.
## 11/09/2022
### ILT Demo
- They want to use Northpass to funnel people to events in other portions of their platform.
- Here's an example of another event: <https://www.spscommerce.com/lp/mapadoc-training-sage-100/>
- They want to add these links to the bottom of their training page.
- Possibilities:
- iFrame the OTHER events page if one exists
- Auto pull in a list via API
- Use automation & properties to allow Kayla to update a link and name (but they aren't on Enterprise)
- Mockup/add HTML to their `training_events.html` page for Kayla to update on her own
- Kayla to make a single new ILT in Northpass for each "event" with multiple sessions and for us to change the Register button to go to the events page.
- Kayla wants as little work as possible
- She doesn't want to manage registrations in Northpass, just use this as a funnel to the other site
- This is just an avenue TOWARDS the event, not the holder/maintainer of the event.
## 12/07/2022
### Kathleen & Kayla
Kayla will update the boxes with links without buttons unless she gets bad feedback, then I will have to get Dorian's code from Charlie. Norm to wait feedback from Kayla.
DONE: See if you can update the existing template that Dorian made to hyperlink a piece of text while we wait for the button.
Kathleen has some questions and/or bring something to our attention:
- Her team is trying to anticipate some changes that are happening in the company, and looking for long-term solutions. 4-Year Plan, repackaging and bundling the products. Potentially, one of the products could have 3 different names. For example:
- Currently: Fulfillment
- Future: Retail, Warehouse, Vendor/Supplier - three different fulfillment product names
- They also want to replace user guides. Putting User Guide content in Northpass. Using text ed:Titor/RTE - just copy and pasting it into Northpass.
## 12/21/2022
### Tables and Content
They use a lot of tables in their content. They use this to display text and pictures, this is mostly used for formatting. However, they had to go into the HTML to make the borders invisible. Thankfully, they had a designer willing to help them.
Froala doesn't by default allow to hide borders on tables. Can Northpass add it? Or, can I provide some quick html/css to add to any RTE that they don't want borders in.
## 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.
Kayla thought it could be the webinar template in Zoom.
## 03/15/2023
### Matt joined
Default- expanded sections
course prop boolean
t/F - collapsed sections
## 03/28/2023
### Answers for Kathleen
Borders in tables _can_ be hidden! Add this code to your table in HTML:
```html
<table style="width: 100%; border:hidden;"><tbody><tr><td style="width: 50.0000%; border:hidden;">
```
## 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
If learner has a course with category A, they should see certain buckets of courses.
They need to redesign their academy and want to display specific courses and pages based on a learner's parameters.
Be to sure to ask how the redesign is going and how the User Journey/Flow is progressing.
## 08/30/2023
### SCORM Issues
- Kathleen Items:
- Workflow from Articulate to Northpass is clunky and not smooth.
- Drop down is not searchable, not great if you have a lot of SCORM.
- Review Functionality for multiple admins editing a single course. This is needed.
- Kayla:
- The way Northpass and Gainsight Data integrates will be really important to the long term contract.
- How can we easily launch an academy or community from another Gainsight app.
- They want Gainsight to be much more robust, but it all depends on the data.
- Very interested in the analytics extract and they know it is a paid service.
TODO: Create new report in Looker for Kayla/Kathleen. Kayla to send the filter params. Pulled Monthly, but for all time.
TODO: Test [this video](https://www.youtube.com/watch?v=WMFEMn2-O9E) in Northpass and ensure no ads show up.

22
CustomerNotes/Scenario.md Normal file
View File

@ -0,0 +1,22 @@
# Scenario
## 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
* Wistia and 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
* URL: academy.scenariocloud.com

16
CustomerNotes/SimplePractice.md Normal file
View File

@ -0,0 +1,16 @@
# Simple Practice
## 12/7/2022
### Returned after long hiatus
Eric, in charge of Learning Unit
On24, on demand webinar courses
Mixed Media - video, quizzes, text, etc
Certifications are important
See if someone has completed a course - what level of detail, or if they haven't at all.
The feature that led them to On24 and questions can auto create tickets of high priority
Only 5% actually use this
Solvy in app and help center
Mixpanel
OnRamp - RocketLane -

304
CustomerNotes/Skuid.md Normal file
View File

@ -0,0 +1,304 @@
# Skuid
## 07/21/2022
### Meeting with Alexa
Agenda sent to us by Alexa:
1. Popups -- need to explore this possibility to have a popup box alert users of messages.
2. Badge reporting and learning path reporting -- I'm still having troubles with this since the course statuses were reset. We can review in the meeting or I can send you information if needed. Example: you gave me the number 1285 badges for end of June. I just ran a report and it is only giving me 1235 after filtering out users that don't apply. We definitely have a higher number since June 30.
3. changing points -- we'll need to change our points for existing courses. this means I need to manually update user points. what is the easiest way to complete this task? Spreadsheet import a possibility? A script?
4. Timeline bar/progress bar in courses - This seemed to disappear and we need to see if we can bring it back. I mentioned to Eric, but he didn't get to it before his departure.
5. Learning path routing - we are having trouble understanding how to manage routing between courses within a learning path. How should this work without using the custom links at the end of the course?
Where can modals pop up? How?
What about where people breeze through, how do we get it back?
Little box on left hand side popup
Just a small button
What about appqueues?
What is the line for "too much"? <-- Dynamic data pulling and lots of logic flow
Is dan ready with the custom report
Skuid Progress Bar disappeared, needs to be completed by October
13 new courses in October
Directly from janel:
How can we dynamically associate learning paths or "next course" based in learning path. They don't want to create an individual course per group per learning path to have
## 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?
* Jess said there are many - opt in dates, opt out booleans, etc
* The unsubscribe button should remove them from General Marketing emails
* Jess is worried that people who are already in Hubspot/Salesforce will check a box in Northpass and then they unsubscribe from _too much_.
_Active Checkboxes_
* GDPR
* Many many others
_Subscriptions_
*Unsubscribe from all emails
* Newsletter
Ideally, two or three fields will be setup to talk to Hubspot, each one is for various Hubspot subscription types. Jess will also check for anyone
in Northpass and not in Hubspot.
* [Link for current unsubscribe preferences page](https://go.skuid.com/hs/manage-preferences/unsubscribe)
* [Another link to a marketing preferences page](https://drive.google.com/file/d/1AChlkayWB0K493d29Ut2w1MgXCJDYrGF/view?usp=sharing)
## 11/10/2022
### Sync with Alexa
* Contract is vague, does it say about hours
* Do they get these hours every year?
* Budget isn't based on hours, but it helps.
* They got the budget approved, but CFO left to a new job without signing it.
* "We think its going to be fine"
* New Budget should be approved by January. New CFO used to work for Skuid
* She wants to offer awards by points.
* They have a number of promotions such as a New Years Resolution (Complete Level 1!).
* Once they post it and submit it, they want to send $10 gift card.
* Where are submissions happening? The person puts in a tag on social media.
* Custom dashboard? She wants to create a new custom dashboard.
* Messaging and communication, broadcast message. She's having trouble communicating what she needs to communicate.
* Wants to upload a CSV to broadcast a message
* I offered to take her CSV, upload it and create a temporary group for her to use
* TBD on if that group should be deleted
_Appcues for Austin_ - Austin needs to check in.
## 11/22/2022
### Appcues, Analytics & Learning Paths, Hubspot Opt-out Button
* Alexa asked about Quizzes and Surveys in Northpass and who integrates well.
* Wants to survey people both in and out of Skuid Skool. Sometimes the link will be in and out of the LMS.
* They also want to quiz and have more question and answer types - hotspot, for instance. I also let her know about matching in dynamic quizzes.
* Last requirement: multiple scheduling feature. A doodle type feature _in_ the survey.
* Their live trainings are scheduled via a consulting firm. So they are balancing multiple people's calendars. The consultants calendars are in the survey. Learners taking the survey.
## 12/8/2022
### Analytics for 2023
Two important items: Course
Two different rewards: receive points or complete courses.
NYE will run from 1/1 to 3/31
Kaitlyn Groezinger - last october that this shouldn't have happened. Front end showing incomplete courses when courses were complete.
Second important item: Points Report
Especially on Enterprise.
Certifications:
Stripe Integration and Revenue Tools
They want a certification portal where they can "sell" certifications, similar to a web shop
:
She wants to make sure no risk in setting up the appcues stuff.
Forums:
Would want it turned on for both Skuid and Skuad
## 12/21/2022
### Enterprise, Groups, AppCues
Plan to move forward in January. Alexa got verbal approval, but nothing in writing.
What she wants to be setup with:
* OpenSesame
* Pushing Certs - definitely using Accredible or Credly, but no decision on a proctoring service. But definitely will be using a survey tool or exam service.
* Skuad Skool has 70+ courses, and it is challenging to navigate. They need to change the filters to make it easier for people to find courses.
DONE: Send Alexa examples of new certs & client examples. Can the landing page be as customizable as the rest of the school.
Two other items from Alexa:
1. For Austin:
* Chat bot & AppCues and sending information. 5 Tips coures, none of the links work anymore along the top. It is only not working in the catalog.
2. For Norm:
* Rich Text Editor is not always working. Support blames the additional code, but Alexa says they are only copying and pasting from Google. But then when she tries to add the Wistia
* Skuad Skool - notifications for when a person completes 10 courses between 1/1 and 3/31
* Skuid Skool - notifications for when someone completes the first two levels - LPs 1-9 and 10-13
## 01/05/2023
### Integrating Quizzes
Survey and Exam Tools are what they are looking at.
All SCORM vendors like Captivate/Articulate Rise have hot spot.
* Hot spot is the main type of question they want.
They want to ask questions like "which option".
She wants to be integrated into Northpass, like passing scores and milestones.
Pro-profs & Question Pro at the top contenders.
Skuid's founder is retiring and joining the board and wants the RTE "beautified". Even the code guy said that.
## 01/19/2023
### Feature Requests
How to use a prop email/secondary email as a recovery email?
FEAT: Notifications after a Learning Path - not at the last course!
## 02/02/2023
### Long list from Alexa
She has Figma file for cert page and will send it to me Friday/Monday for us to build.
DONE: Build Figma in Sandbox - tbd Skuid/Skuad
Synaps as favorite exam embedding software. They might be an LMS.
Salesforce no syncing. Support knows about it. All new customers that are coming in are not being synced.
DONE: get update on SFDC integration issue.
Lots of Skuid Users that try to go to Skuid instead of HR. Now they are resetting their password on Skuid, but not getting emails.
Users sometimes submit tickets others just don't say anything.
ERROR: Finding it strange that she can pull up a learning path report and everything is fine, but not with course.
She is concerned if someone claims they completed something how can she confirm?
## 03/02/2023
### Upgrading to Comms
DONE: Password Reset, Academy Invitation (Mgr+Admin+Learners). Alexa doesn't have to do anything, Marek will change the
format and enable them.
Any interruptions? No. Alexa will not see any difference. Well, MOST won't see any changes. By early next week, the old emails will disappear and the new ones will become the standard. They will say "NEW" next to them.
## 04/13/2024
### Alexa Notes
Search Deploy Lightning in Skuid Skool not showing up exactly.
Wants more dynamic search. Another Enterprise client asking about better searches.
Rollercoaster for finding certification project. Looked at 26 exam tools.
YouTestMe was the only one they liked.
Claimed that they fixed the pentest issue. Alexa working with tech team to get them approved again.
Increasingly difficult to find what message is what. On the main comms page, there needs to be:
* Date Sent
* Groups Sent
For incomplete groups, the ppl change each month. She needs to run a report of everyone it was sent to each month.
DONE: Research what comms metrics are exposed in Looker.
DONE: Ask Marek why the duplicate message/email wasn't there.
DONE: 2023 March HW Reminder is the template she is using.
## 04/28/2023
### Friday Sync
Certification software - now doing with QuestionMark. Alexa thinks YouTestMe is a good company, but their reputation was
tarnished. Skuid's text team won't let them use YTM at all anymore.
Alexa's team currently using QuestionMark for demo and testing.
YouTestMe is still recommended by Alexa.
No schedule, likely. Might be "click here to take your exam."
Still starting with one exam, and likely won't do another one for another year or two.
DONE: Casually talk with Nikki about Skuid's Cert Program.
She wants to get notifications for when someone completes Level 1 or Level 2 LPs.
AppCues pop-up for ALL NINE learning paths.
Notification after x number of learning paths complete.
Can we run a report that shows ALL course attempts?
DONE: Create Looker organized by attempts, show all attempts across all people & courses.
## 05/02/2023
### Impromptu Meeting (Emergency) with Alexa
Her team is asking to cut down on the certification questions and make it smaller.
Still going with Question Mark.
Deadline is to now push it out before the end of May.
1/3 of the company is being laid off. Alexa included. 38 people total.
She is able to stay for a month to finish the program.
Anna will be the only training person left at Skuid.
DONE: Setup introductory call with Anna and Austin so we can all meet.
## 05/25/2023
### Updates to the Cert Flow
DONE: Update the registration form on skuid skool. Alexa's request is below:
I can't believe I missed this all these many months. Anyway, can you put this on your list for after certification is built. The tracking new users doc: https://docs.google.com/spreadsheets/d/1K9ppVWW7fsQLfenHfUaERTREAIxz-7VvhmA_20lBqRI/edit?pli=1#gid=0 should also track the company name and job title. I realize we won't be able to do this for past accounts, but can we add those moving forward for new accounts into the spreadsheet?
## 07/27/2023
### Certs for Skuad
DONE: Move the Skuid Recipe to Skuad
DONE: Remove Points Node from Skuad Recipe
DONE: Register button should immediately change the property to Registered.
DONE: Set Register button to webhook > email
## 08/03/2023
### New Structure and Metrics
Tony - CCO
Anna now reports to Matt who reports to Jackson
Customers engaged, new learners from those accounts.
Figuring it out as they go.
Product behavior - how much people are using the product pre and post academy.
Less support cases.
Somehow combining data between the systems. API Extracts?
Kat: What are they using for tracking data - Heap.
Left over Alexa tasks? Search results.
Kat: Advocacy? How are doing it - Round tables? Events? Case studies?
Anna: One of the movements after the "riff" is to work with sales and work together.
No risk in the renewal from Anna.
## 08/24/2023
### Skuid Certification Marketing
* No marketing team right now - all let go
* Anna is on Product Growth team but they aren't a marketing team
* I showed Anna the SCA and to use these people that started the practice exam but not taken the real exame
* Google Analytics views might be helpful - who has clicked the Register button but not paid.
* Can Anna get this information in a Skuid dashboard? She will see.
* In Hubspot she may see who is interesting - Anna to explore.
* Goal is to have a clear path for when leadership says "we need to sell more certifications"
* Do Anna's boss have a goal for # of certs sold per quarter? No.
* Anna hasn't had time to think much about strategy and long-term options.
* Anna and Sarah accepted that they will be on the Customer Education advisory board.
* Confirmed Renewal is happening.
* What is Sarah's role? She is the Director of CS and Support.
* They use product board to connect customer feature requests to existing accounts
* She has some people that are both in the employee and customer academy and wants to sync up their progress and
courses.
FEAT: Mark as complete button. Bonus: mark as 50% complete.

24
CustomerNotes/Stateserv.md Normal file
View File

@ -0,0 +1,24 @@
# 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
- 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
- Original division of company is saas/software company
Goal of this project:
* Provide on demand learning for new hires, continued training, assessments
* Cecilia creating master question banks

67
CustomerNotes/StopItSolutions.md Normal file
View File

@ -0,0 +1,67 @@
# STOPIT Solutions
## 08/01/2022
### Meeting & Priorities
Three most important things:
1. Sandbox
2. Certificates
3. Self-Service e-commerce
## Goal of Sandbox
Non production instance
StopIT admins and partner are managers
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?
Timeline from $Jai: Get created, get invited
Once ready for SE.
Jai and Kevin as admins
Include Robin when ready
Once Robin drops content, modularize the content
## Content & eCommerce
Ondemand content for teachers
Certificates and CC receipt
Powered by 451 ink
Check out if we can integrate
For ondemand, lots of marketing
to individual teachers outside of their districts
The courses will be CEU Credits
STOPIT will have to track CEUs
Properties
Another option:
Can they modify the build into the SEL instance?
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
* 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>

193
CustomerNotes/SwiftMedical.md Normal file
View File

@ -0,0 +1,193 @@
# Swift Medical
## 07/02/2022
### Technical Discussion
Gabriel, back end questions
* didn't know about developer docs
* is impressed with its extensiveness
* showed him how to turn on API and obtain UUID of courses and groups
Asking about adding people to groups automatically
When someone clicks on the academy button in their app, they have a course enrollment link
Will a user get created when they click that link without doing the sign up process
Prereg + UID?
Wants someone to be enrolled in a group based on their company
How to do this with open access?
In the server database is where a person's company is stored
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?
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
Turn on Workflows for Swift External academy
Gabriel's Final Example:
* A user in a group will have access to the catalog + group courses, correct? Yes!
* There's no way we can give access to a group pre-activation
* 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
* 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
3. Want to remove enroll step - go back to the tickets and check
4. One SCORM per course, and so the percentage has no validity, see if we can pull SCORM % and add to bottom of course viewer/LX
5. Automatic open to full screen for SCORM - non technical users don't know it even exists
6. The normal box takes up too much of the screen and is wasting space
7. Autofull screen script not working consistently - it works upon refresh
Is there a specific location for a certification for a course for a person?
Not just an S3 bucket general image?
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)
Course order
Subsections
1. Onboarding
2. Key Features
3. Clinical Content
4. Additional Resources
Subheadings between them -
Add progress filter
Kayla personal email: <klambie@sympatico.ca>
## 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
* Show that anyone has done a certain course
* Check whether a certificate is expired and then have them retake the course
* These are bonuses to their existing experience
* [X] Separate Page with Completed Courses
* [X] Retake Course button leads to certificate pdf
* [X] Retake Course > View Certificate
* [X] Most/all Courses are 1 year expirations - all will be same length
* [X] Learner completes course with milestone, after 1 year, recert course becomes available
* Last thing: VP of clinical brought up - how easy is it to make content accessible to a group for a sub group?
## 11/29/2022
### Workflow issues with Enrolling
Courses should be more content repositories, and enrolling needs to be more seamless. So if an non-enrolled person searches and clicks an activity, they should be auto-enrolled and brought straight to the activity they clicked on.
DONE: Enroll button should say "Start Course" even if they aren't enrolled and a click should Enroll + Place them at their activity.
FEAT: Can we remember the search click to drop them into the activity they clicked on?
WARN: Drag and drop of activities is glitchy and dropping activity in wrong spots. As if it forgets the mouse is dragging it and leaves the activity in the wrong place.
She doesn't agree with Catalog/Dashboard differentiation.
* Catalog should be everything that I have access to, whether in catalog or in group/assigned.
* Dashboard should be everything that I've already started.
In a perfect world:
* Dashboard should be courses that you are assigned or have started. You can also have "advanced functions" like courses you've self-enrolled in.
Swift recently went through a big restructuring, and 30% of the many teams, including marketing have left. The restructuring is focusing on the core product instead of innovation and new features.
Last random question: her manager, Rob, hates the gravatar things. Can the gravatar default change to a default image.
DONE: Ask if we can change everyone's gravatar to the default bathroom icon guy. If we can't, please disable gravatars and change everyone a gravatar shows up (header) to the bathroom guy.
## 12/21/2022
### Feedback on Hubert's Designs
DONE: Invite Kayla to the Sandbox.
Broadly okay, but little things were wrong. Here were the items:
* Text is not responsive. The toolbar is the full screen. It should be about half of the size. Optimally, when you land you should see some courses below the toolbar. ~67% browser resize.
* Title Text seems "strange".
* The order of the courses is not working anymore.
* Open Access Courses are not showing up correctly.
* Padding, Drop shadow, and size of cards on main page are not correct.
* Little blue line under subnavigation is showing up?
* Missing comma and grammar.
* Rounded edge, not sharp
* White background still showing up on achievements.
* Padding and Edges are all wrong.
* Ribbon is overlapping the edge and not on the corner of the card.
* Remove Zero State from catalog page.
* Pages are mobile responsive.
* Margin error on my learning paths. It is a bit more to the left than the rest of the content. On Mobile.
We need to follow _her_ [figma](https://www.figma.com/file/TNZFsItrKSaKAVfGlt9DnJ/Untitled?node-id=0%3A1) to a tee.
Her comments in [This Figma](https://www.figma.com/file/TNZFsItrKSaKAVfGlt9DnJ/Untitled?node-id=209%3A2&t=cF0MvFFWy1HmMTeZ-0)
## 02/14/2023
### Analytics Directly into Warehouse
DONE: Send Chux information about encrypted endpoint, data definitions, etc.
## 08/25/2023
### Items from Kayla
* Meeting Notes:
* Company is obsessed reboot.
* No need for any co-marketing. Maybe a post with the learn page format.
** New Instance:
* Sales focused open access instance
* Login freely
* Less course focused and more "access" and CMS-esque
* Need open access - maybe omnisend with uuid creation
* Totally open content
* Not going to happen before January.
* This instance would be connected to swift's website.
* Swift has a learn page currently, but not with anything of value. Not all the links work.
* This instance would switch out the learn portion of their website.
** Search Functionality
* This is a huge pain point.
* "No body really knows what I do, broadly" but when people test it they complain and say "why doesn't this work the
way I expect it."
* Expectation: The expect something useful to pop up but nothing pops up because of smart searching
* Preferably, activities will show up. The courses overall aren't helpful in search results.
* Something she's seen in other systems is clicking a star which would bump the result to the top of the list.
* Determining which is "special" or important from Swift Medical's perspective.
TODO: Create Prop to hide from search results.
TODO: Enable search query dashboard on Swift Medical
** Certifications
* Would like a custom certification finished by January.
* They might have new branding by January.
* Will need the public certifications. Linkedin is huge.
** Linking to a Document:
* Open doc directly from another page without authentication
* Kayla is used to this with all higher ed LMSes and would like for this to be Northpass Functionality.

318
CustomerNotes/Talkspace.md Normal file
View File

@ -0,0 +1,318 @@
# Talkspace
## 06/28/2022
### Intro & First Dive
Talkspace Call - 6/28/22
Training Call for Madison & Marlene
Invite Ummey
Molly optional
Worse case in deleting and recreating the course
Many people with 75% of the course
416 tickets of people with errors
52 people completed the learning path
Rest of comments are around the harassment and cyber course
Would new ones work better? Not guaranteed
Understanding from Norm:
Who is in charge of all courses?
William Bell (Kipp)
Cyber Security
Harassment showing 100% in NP
Not in BBHR
CS: still due
Harassment: Still due
Contact Patrycja
Amanda Corriveau - she needs admin access to BBHR/NP but shouldn't be able to access Course Marketplace
Both need BBHR to connect courses, Molly in 2nd instance
Molly should not have access to course Marketplace
* Ratings for internal use only, once someone rates, the rating disappears
* Can we bring in opensesame ratings as well?
## 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
Especially the Cultural Competency course
Internal service errors keep happening
As early as last week
We need options for outside of the learning path
Learning Paths - two other schools re not having learning paths errors
Molly needs help with: anyone who is not at 100% (for CA and non-CA) Compliance July and CA July the LP on dashboard needs to be removed. This way they don't get assigned a new one and then take the old one.
* [X] Pull analytic and bulk remove the LP from those people
Can a learner self-select their role? Separate comms for each group?
Comms each group are necessary
They shouldn't need to switch groups once in this
Pre registrations
Non CA link, 740 attempted learning path
And 500 complete (this is a good number)
160 have completed 75% (top 3 courses)
50% would be fraud & hippaa
Molly wants to try... 500 people get a message saying "you're going to see messages, please ignore"
160 get invited to a group with the remaining courses
* 8/26/2022
* They are going to pay everyone no matter if they completed courses or not
* We need to SHUT DOWN Courses without losing all this data
* For Learning Paths, Compliance 2022, Cross Culture, April Learning Path, June Learning Path, July Learning Path
* Deadline for shutting down courses: Tuesday, August 30
* Molly told steve he's worked with a lot of homegrown LMS that were a pain to use
## 08/04/2022
### Meeting with OpenSesame re: SCORM files
* Possibly missed events!
* Opensesame only sends complete/incomplete - values could be 0 or 1, or whatever the cmi.core.value are
* Communicated via API
* RPX now is OS' social sign on and SSO communication
* Osano is used by OS but not sure how it would factor in
## 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
* Rebecca Jewel, to reach out to Virun, Chief Medical Officer for this audit
## 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
* Needs to combine Northpass data with their data. They want to look in Looker at which 1099 has not clicked a link. Basically, they need to compare a Northpass list of enrolled learners with a list of Talkspace 1099s that have received an email.
## 10/11/2022
### Meeting with Emile from Bellwether
* Ask Ummey if activitiy specific information would be helpful?
* Currently they are pulling learning path data
## 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.
* OS not offering any solutions. They don't even know who their CSM is.
* Norm to do a few tasks to help see if we can push this through.
* Madison, on Ummey's team, is a contractor and last day is November 10th.
## 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
* Talkspace needs to figure out roles for Northpass.
* Very busy, picking up where Ummey left off
* Overwhelmed with Ummey's workload
* Jenna and Molly to meet to discuss specific compliance/Talkspace needs within Northpass
* Madison told Jenna everything she already knows about this implementation.
* The biggest knowledge gap is Ummey's specific tasks.
### Gracie and Fountain
* Gracie had some time with Molly, but then cancelled and said she followed up with Nicole. But unclear about what.
### Jenna & Hand off
* Asked about BBHR
* Lots of questions to Jenna about trainings not showing up as complete. Flashing button is implemented.
* Offered to reach out to support for figuring stuff like this out, and that we need emails and screenshots to successfully debug.
* In terms of NPP instance, are they all in Northpass? Yes.
* Jenna is currently doing an audit of HR and trainings and asked about groups within each instance, etc.
* This is a separate audit from the QMC.
## 10/27/2022
### Amanda Meeting about Internal Training
* Is there a way for me to mark a learner manually complete on a course if Northpass is not recording the completion?
* You mentioned in a previous meeting that we might be able to set passwords and/or notifications up for specific milestones of training, how can we set this up? Is it something I could be given the functionality to add/remove/change as needed?
* Would publishing new scorms affect notifications and passwords?
* Can learning paths be branded with a specific color or banner without removing any branding or color from the courses within the learning path?
* Is there a way to automate assignment + comm of refresher courses at specific tenure dates?
*Notes:*
*She has already created some courses
* User errors, things not showing as complete.
### Jenna & Angel Questions & Tour
*Questions from Jenna:*
*What she wants to accomplish is where Talkspace is with Northpass as a whole.
* How many schools? People in each school? What is in each school?
*Jenna is auditing the NPP and Core School*
## 11/09/2022
### Jenna and Angel again
* Jenna only showed up
* Audit is in progress
* Moving Forward:
* Molly owns 1099
* Angel owns NPP
* Jenna owns Core (contractors & employees)
* Jenna is *NOT* Auditing the 1099 Academy
* Has all the data she needs
* Kai to remain as owner of NPP and Core instances. She is the BBHR Admin that can turn on connection
* Molly changed as owner of 1099 school
* Norm as backup for Kai if she is unavailable.
* Jenna: Amanda has a really good grasp on groups and onboarding people.
* NPP Discrepancy: BBHR is not updating course progress from Northpass. Northpass is updated and shows 100% completion for many courses. BBHR doesn't have the correct percentages.
* Jenna to share a CSV of of all people that should be deleted from the instances. One for Core and one for NPP.
## 11/15/2022
### Sync regarding Group Enrollment
Nicole and Taylor have been brainstorming the following:
* If people have completed the courses in 30 days
* How to get courses to people? There are many groups.
Molly and Taylor want more control of the process. They are trying to remove Fountain from the equation.
**Steps in Fountain:**
1. People attest that they are seeing clients
2. Get Access to Compliance Courses
## 11/22/2022
### Weekly Sync
Angel/Jenna meeting with Integrations person. Follow up next week.
DONE: Schedule Brainstorming session with Molly and Taylor for automating the Fountain > Compliance Courses.
Amanda: Course setup as linear, Course example: B2B Introduction to B2B.
DONE: Schedule meeting week of 12th with Amanda. Email beforehand with homework to bring some automation ideas & systems they want to connect to.
## 11/29/2022
### Nicole to learn about Webhook Fountain & Automation
My question: How does an email enter Fountain?
They fill out a form and the email enters Fountain. People can amend their email after etc.
### Second Meeting - Standing bi-weekly
*Jenna*
Jenna meeting with Mary Potter today to review compliance courses.
She is still going through audit and will be done before the end of the year.
*Molly*
Follow up item on cert for learning communities. Can we get a custom certificate for learning communities? Totally custom? Or just add a CEU/Legal Notice.
Two different cert boards, might be two different certs for each board.
Other items:
* Reporting.
Molly met with Mary Potter this morning (she is head of compliance). They are able to get everything they need except two things in Northpass:
* Start Date -> What is that date? When they say they are seeing clients? After Getting Started Course, etc. Once they choose the start date, they need to be able to tell who has and who hasn't completed courses 30 days after that date.
* If they haven't clicked the link, we don't know who has started.
* Talkspace is not sure where that date/number should live.
* Talkspace needs to define what a "Start Date" is for people. Is it after the Getting Started Courses? Is it when they activate in their group in Northpass?
* This is Talkspace started
## 12/6/2022
### Auto Enrollment into Groups
DONE: -can NP trigger an email after course completion?
TODO: -can we see the analytics/details of the email and who it was sent to?
DONE: -can we receive an automated report of providers who have been assigned the training but 1) haven’t accessed the training, 2) started but have not yet completed the training.
DONE: Turn on Workflows for 1099 School and create course completion email workflow recipe.
## 12/16/2022
### Amanda & Workflows
Her Ideas:
* Email to her when someone completes a course
* Auto Enrollment after certain amount of time or tenure - Course Completion is a solid threshold
* Emails to supervisors when someone hasn't completed a course.
Course to test: Psychiatry Tickets Training
c147d36c-3416-49e2-b665-37342d215d9a,
DONE: Add total completion percentage column to Group Reports.
## 12/22/2022
### Random w/ Jenna & Kay
DONE: Delays with Webhooks. Upon course completion webhook, wait 11 months, reset or revoke course progress.
Other pressing question: She has a list of selected/approved courses (awaiting feedback from Mary Potter), and wants to make sure all the courses are up to date with the most recent content. She wants to make sure they are setup well.
Jenna to send the list of courses that she wants us to check and make sure they are up to date.
## 01/03/2023
### Workflows & Reports
Therapists have 30 days from the date they completed the managed care course.
Add when they completed the entire group of training
Need to know:
* Date Managed Care/Getting Started Course completed (Start Date)
* All Compliance Courses Completed (Completion Date)
* 30 difference/requirement between those dates.
## 01/24/2023
### Custom Reports
From Molly's Email:
> Requesting a custom report that shows prescribers who have completed the 1099 Prescriber: Getting Started at Talkspace, but has not completed any compliance group.
> Requesting a custom report that shows providers who have completed 1099 Provider: Talkspace Managed Care Plans but has not completed any compliance group.
Goal: They need to communicate with the people who have not completed the compliance courses within 30 days.
DONE: Add Column with Date Complete of Getting Started or Managed Care. They would like a single spreadsheet with everyone's completed courses.
## 01/31/2023
### Molly/Jenna
Molly wants to send an auto-email that shares training and support resources as soon as they are done with the course.
Course = 1099 Provider: Getting Started with Talkspace
Molly to send copy and links. These shouldn't be a worry cause its a different course with different content and triggers.
DONE: Set up new Workflow with 1099 Provider Course as the Trigger.
## 02/27/2023
### Jenna: Changes at Talkspace since we last spoke
Molly was fired.
Kai has a new opportunity with a new team, which is why Erica is joining the meetings.
Nicole is now spearheading all the provider trainings.
Erica is the BBHR admin and will be the Core Owner for the integration.
feb 17 - 1 course
feb 21 - 3 courses
No course progress data is showing up in BBHR.

47
CustomerNotes/Terminus.md Normal file
View File

@ -0,0 +1,47 @@
# Terminus
## 5/2/2023
### Data Discussion & Flow
Cherrill Hartman - Attended
Kevin Heraly - Medication complications and new issues. Had a seizure. Feeling sick (migraines, etc).
Kelly Roman - Non-technical data/SFDC Admin
Kevin - Head of RevOps. Kelly works for Kevin. Also currently running SFDC.
Ideal things to cover this meeting:
* Salesforce is Source of Truth, but also not a dumping database.
* If they are putting items in Salesforce, they are doing it intentionally.
* They can use a S3 bucket as a dumping/warehouse.
* Salesforce > Gainsight and is one way.
* Gainsight's S3 is the bucket
Gainsight records only get created for existing customers. They have a catch-all for unlinked enrollments.
The issues with Gmail/Yahoo addresses is the people/leads end up in no-man's land. No one reaches out to them and they
don't get entered in any campaigns, etc.
Who is the main communication engine? Gainsight does a terrible job of mass emails. Lots of block lists.
Campaign process, controlled by pre-sales marketing.
Gainsight could be a great option, but people have to meet "criteria" to send emails.
They use LeanData for checking for duplicates in their various systems. That's where Webhooks would be created.
## 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.
DONE: Remove sign in in header.
DONE: Move sub-nav to under header image
DONE: minimize padding around logo. Mimic sign-in/main page.
DONE: Addtl. Resources boxes same height
DONE: Feature course, view button align left
DONE: If no events, link saying "checkout upcoming events!" and link to /app/training_events
DONE: Filter Button to Terminus Green or Orange
DONE: Catalog: Sections divided by categories with headings at each section.

76
CustomerNotes/TripleSeat.md Normal file
View File

@ -0,0 +1,76 @@
# 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
* Not sure when to follow up
* Badging options
* Integration with Churn Zero
## 11/15/2022
### Todo
ChurnZero integration:
* Companies that churn do not remain in CZ
* People might use their Gmail or other non-work emails
* The information they need is not where they want it to be.
* Holly and Katie don't have access to CZ and Salesforce.
* Reconsidering OpenAccess - why not prereg?
* They want to add some additional questions to the reg form
* Like location, restaurant, etc.
## 11/29/2022
### Meeting with Katie, Holly, and Brian Neste
Did TS agree on a One-Source-Of-Truth? It doesn't seem like there is one for the company. There is no one source of truth.
For folks that have churned, what should Northpass do with that data?
Embedding won't work because each client has a different domain/url.
They are okay with asking Marketing about co-branding some items.
What is the current flow to allow clients access to their domain?
* Recommended completions, 1 learning path, potentially nothing specific
* Account Manager told client "let's talk when you finish Northpass"
* Don't want Northpass to be a gate keeping strategy
* Site Review call and then get access to their domain.
* How can we be "gate keeping" without fully denying them.
* There is a lot of building and data-exchange to build the flow.
* Basecamp is the PM tool for users to fill in information, give over data, etc.
* PSRs are diligent about making sure all the information is completed before the site review.
* PSR = Professional Services Rep - they are the site builder architect and manager.
* Order: Sales Manager > PSR > on boarder > AM (AM<>CSMs are the same thing)
* TSU comes into play with the on boarder. Ideally, they will do some TSU stuff before the onboarding call.
Biggest Gap in Onboarding Process?
* Creating a Success Place in ChurnZero that goes to TSU?
* Not every Account has an AM, so less personal contact
* Workflow for non-AM accounts - how to push TSU to them?
* Brian trying to find data point: Do accounts without an AM churn less?
Katie wants to figure out _who_ is using TSU. Holly wants to find easier access to track that data.
DONE: Email Brian about getting Salesforce turned on? And send CZ video.Ask about marketing collaboration.
## 01/24/2023
### Internal Training Discussion
Customer Success Training: The 100 questions projects
* Questions about the software, i.e. Navigation, updating password, etc
* Some more specific questions that require searching and screenshot
* Currently on a Google Doc that you click through.
* Nitty Gritty questions included.
* One of Brian's biggest items is the 100 questions into Northpass.
There needs to be some deviation between departmental training.
In Brian's Mind: Upload the document to Northpass.
Theory: How do you make internal training applicable to every employee? Finance
and Engineering, etc.

19
CustomerNotes/UXDesign.md Normal file
View File

@ -0,0 +1,19 @@
# UX Design
## 12/14/2022
### Understanding their Data
They have a lot of data and need to consolidate their data.
In Northpass, they couldn't download the data due to the max number of rows.
Request from learning team to see assignments and analytics.
They have created their own dashboard to calculate their own metrics. Their courses are "modules".
Assignment submission is important.
They don't need the physical pdf, but they just need that someone completed it.
Tech stack? Big Query, hosting dashboards in Data Studio/Looker Studio. This is very new.
FiveTran - to connect with BigQuery.
Nergis question: When it comes to assignments being automated, are you looking for *who* has completed it or the actual visibility of the pdf?
Nergis brought up enterprise.
Rachael would need to speak to Chief Operating Officer.

633
CustomerNotes/Walmart.md Normal file
View File

@ -0,0 +1,633 @@
# Walmart
## 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
* Talks about a Figma shared space, but using the existing OneDrive may be best.
* Can we tag in 1Drive? An approval folder, a pending tag? A finals folder?
* New resources from Walmart - tagging or batching resources?
* Rock22 - what is that? Mentioned by Krystal
* Sounds like a new resource curriculum
* Travis addressed analytics
* Krystal asked if this was specific for walmart, or how they were set up? Or is this for most users?
* Travis said "some things about Walmart are nuanced, but there are some underlying issues we need to address"
* Krystal replied with the start course button and when someone is marked as "started". 36,000 enrolled but 1,200 started? Not a great number to report back to leadership.
* Wants to get that data back or are we SOL?
* Travis: Nope! The data is intact. We can provide this data, outside of our native analytics system.
## 10/19/2022
### Walmart Wednesdays
* Process for OneDrive folder is to have a new pending and finished folders where Cam will take, update the shots, and then update them to the Resource Center (Courses) and then place them in a finished folder.
* Currently, OneDrive is setup by topic.
* Ask Cam to drop the finished V2 shots in the appropriate folder.
* Krystal asking if we're seeing from other clients this topic of FTC and DOT legal changes.
* Their legal team is rattled by the upcoming proposal.
* 6 Total Factors that they will be "cracking down" on.
* How Walmart provides Guidance to the drivers will be impacted
* Content will need to be overhauled.
* [Link to the article Krystal shared](https://news.bloomberglaw.com/daily-labor-report/whos-an-employee-and-whos-a-contractor-dol-proposal-explained)
* Biggest impact is that Walmart can no longer provide sequential, step-by-step instructions to their drivers.
* Krystal is mocking up a prop 22 training currently to educate people on what this new proposal is.
* Training mostly focuses on safety, but there is a lot more questions about wages, earnings, etc . Spark drivers have a lot of questions about it.
* Especially for those in CA.
* Krystal doesn't want to jump too far ahead, but they are really interested in "journey based" content. How can we provide the right information at the right time for the drivers?
* How Travis sees it:
* Resource Center is a library center of resources for spark drivers
* It is reactive and 'on demand'
* The best companies deliver "point in time" notifications
* Prescriptive, in-time training that is triggered based on other data points.
* Where are they struggling with this? How to deploy? What tech to use? What content to use?
* They want to have a resource available on the exact activity
* Scanning is the big topic that is causing a lot of heart burn.
* Travis has setup a group to go through a spark driver's journey to _find_ those inflection and points of frustration to begin figuring out where they can begin testing "on time" training.
* Krystal wants to use existing content - chunk it up and separate it out - so that people can be told to go to a specific activity.
* Travis and Krystal received "negative" feedback about the RC. But it wasn't really about the RC, but more about _styles_ of trainings - should we have more videos, text, interactive? Are we reaching the right learners with the right type of learning styles?
* [ ] Have design team mock up some micro-learning, right time learning experiences for Walmart team.
* Krystal asked about the mocked up dashboards. What triggered her question?
* She said she was in the SCA and said the numbers didn't line up.
* Resources for Contacting a Customer
* There were less people enrolled than the total of in progress and finished.
* Her boss is a numbers guy and eagerly asking about numbers.
## 10/21/2022
### No Meeting, notes and copy for Custom Dashboards communications
* [ ] A todo item
* A list item
1. A number
2. A second number
_Request from Krystal on 10/10/2022_
>
> * Daily enrollment/group members tracking....want to visibly see the increase in enrollments to the RC in real time
> * Ability to view what the unique activity view of a course is (i.e. What activities did they review multiple times in a course) in real time
> * Ability to view course view/completion by zone...frequency of views/completions, average progress (similar to the single course analysis)
## 10/26/2022
### Weekly Content Sync
* Krystal needs to pull down some content and resources due to recent legistlation.
## 11/07/2022
### Free Form Courses & Changing the End of Course Screen
* Free Form Courses:
* Good news! The drivers are referring back to the resources (which is what we wanted)
* Bad News! They have to start from the beginning to find their resources.
* Will free form courses mess up the end of course screen?
* Once they are on the last activity, if there is no EOC screen, where should they go?
* Charlie: should the screen "hey, you have new resources available!" exist?
* Charlie: They could end up on the course overview page once they complete the resource, so they can review some courses.
* Charlie: Scenario: activity 2 out of 3, they hit next, see activity 3, hit continue, they go to the cover page and see that activity 2 and 3 are complete, but 1 aren't.
* The text ones with many activities need to be figured out.
* Krystal meets with them twice a week, so this needs to happen ASAP.
* Charlie promised to mock up two experience before the end of the week so that Krystal can share with the team.
* Two functionalities:
* 1.Continue buttons _always_ goes back to the course overview page so drivers can select a new activity
* 2.End of Course screen is skipped and people go back to the cover page at the end - OR - go back to resources home.
* Other feedback?
* Yes, video resources are not playing nicely with iOS.
* After the video is over, it takes over the entire screen and is hard to exit.
## 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
* On deck, this needs to be done right now! Next few hours.
* Charlie is working on next steps for design and flow of content
* This is for drivers given the ability to go into any resource of their choice.
* After random activity, once at end of course, they won't see "incomplete" activity screen, but go back to course overview page.
* If you _do_ finish all activities, it will bring you to resource center home page
* Video Resources: auto launches into video (iOS), and auto-orients to full screen.
* Can Wistia do chapters? Yes. Wistia can add chapters, but how to do it programmatically?
DONE: We can add the chapters, but we will need to find a way to do it easily.
Back story to Krystal's requests:
* They just had some research done about user experience with the resource center
* There was other feedback with the content that they want to discuss
* Mostly, it will be a big text-based resource lift
* You should be able to read and scan very quickly
* The key is, the search feature __really__ needs to be improved. Thorough, neat, well laid out, etc.
* Over the next week, they are making a wishlist for the next year.
## 11/30/2022
### Review of Feedback Deck
Research Group was quite small but could be indicative of the larger population. As for Demographics, Nichole said that most drivers seem to be college-aged women. Krystal to send their demographics deck and results that was recently completed.
#### Driver's journey
Are there thresholds and milestones - what are they? What makes a driver "experienced"? Is it number of drivers? Number of resources viewed? Something else? Krystal said they have just created something similar and she can send over some documents.
Questions and Thoughts:
* Is there a benefit to creating a "advanced" group that drivers can be entered into after reaching a milestone?
* How can we more quickly deliver content to drivers?
* This is already in the works with free-form courses, Kaitlyn's customization work for skipping end of course and overview screens, etc.
* Is there a benefit or possibility of adding a "news" and "updates" type feed for drivers? They are requesting to be more up to date.
##### Content Delivery
_Videos_
Ideas for adding chapters? Or chopping up videos into smaller segments for faster access?
Videos in IOS are automatically full screening and autoplaying, when Android is not. Need to see if this is a device related issue or something we can override.
_Wistia Video Quality Settings_
Users were having issues getting videos to play when trying to connect to wifi. Wistia already has a built in feature that is enabled by default that automatically controls the video quality depending on a user’s current internet speed. <https://wistia.com/support/uploading/export-settings#adaptive-streaming>. This setting is also available to users to be able to change themselves by clicking the video settings cog wheel while watching a video and deleting video quality.
Drivers are not looking at the transcript - why? They say they don't notice the button. The deeper question is, is the transcript necessary? I think yes, but tbd.
* How about chopping up the Transcript into bullet points? What would that look like?
* At the same time, the drivers are asking for more text-based content as they don't need to use headphones, can quickly find the word/sentence they want.
_Search Bar_
Focus on search functionality - this needs to improve sooner than later.
Is the magnifying class necessary? Why are drivers clicking that instead of clicking "go" or "enter" on their keyboard?
How can Walmart analyze the most used search forms. Norm had asked Rob.
_Surprise!:_ Charlie was able to figure it out via DataDog very quickly! Charlie to send Norm a CSV export on a regular basis, I will then make it look nice and send it to Krystal.
Unclickable Search Icon - Users are trying to click the icon in search bar which is currently not setup as a button. A few options to change this:
* We could hide the icon once a user begins entering text into the input field.
* Move icon to left side of input before placeholder text
* Update design to show more of a button that is clickable
Key takeaway: Drivers _seem_ to be accessing the resource center while they are in line or in the process of a drive. Why? Likely because Drivers are rushing to earn as much money as possible and then thinking about the "how" later.
_A key paradigm to keep in mind is that the main focus of all drivers will be earning more money. This is common across Northpass customers - the money making activities will always be the most popular._
My Resources Feature - provide users functionality to be able to “Save”, “Favorite”, or “Pin” a resource
Charlie to look into mimicking our custom Ratings Service to accomplish this.
* Would need designs on how this would look
* Can we add a Popular Content menu? Can we base this off search results (see above)
### Content Sync
Gathering Information on this legal CYA of version history.
New items from Krystal:
* The new way of viewing the content, Krystal got to play with it. She had a question, and Kaitlyn answered it. But she wants others opinions:
* If you click activity 2 in resource
* Bottom is prev & next
* For Krystal, the X wasn't intuitive.
* Suggestions:
* Written communication for what the X is
* Guidance for going back home
* Do we even need the Previous button? People are coming in free form.
* Buttons - Home is Resource Home. Exit is Resource Home Page.
* The sentiment is that previous and next won't be used.
* Completion metrics are less important than previously thought. Viewed metrics are.
* If you've already viewed the activity and want to go back, it is to prevent them from taking the entire resource, the goal is to go to a specific section.
DONE: Krystal: Could we set up a course where the first pass you have to go through it in order. If you revisit it, you then just have Home and Exit.
Button Names (Proposed):
* Resource Home Page => Resource Center |
* Resource Overview Page => Content List | Contents
Walmart Legal Needs:
* Exact Replica of User Experience
* Krystal to send example
Kaitlyn's Idea:
Remove the previous button. Leave "X" and Next button. If someone has not completed everything and is on last activity, bring to overview page. If someone has completed everything and on last activity, bring to resource center home.
## 12/7/2022
### Content Meeting
* 98% Agreement on Content Strategy for 2023
DONE: Start a spreadsheet with list of resources and activities and the associated words
* Dot Com > Offer Types Resource.
* Fridays for search results report
* Purposely miss spell words in the hidden words for each activity.
* Nichole would love to see the option of giving a language choice. Nichole suggested that the courses should switch language automatically if people use the search in Spanish or another language.
* Thumbs up/down for courses. Is there a legal implication with adding that feature?
* Help Docs has a feedback form and a thumbs up and down function.
### Design Meeting
DONE: Charlie to check with Rob on Analytics implications for allowing or not allowing retakes.
DONE: Create Wistia Chapters and Send her an example.
## 12/14/2022
### Content Sync
The search topics are lining up with course popularity
Walmart uses "incentives" and they happen all the time. Notifications have a list of incentives.
They are having "trouble" with earnings, and they need to squash that.
Once a comms is sent out, people read it and those tickets decrease.
Only other thing they haven't landed on is the chapters
DONE: Annotation and URLs with time stamps
DONE: Pull Excel Reports for Previous Week
Krystal wants to toy with SCORM file in articulate.
FEAT: Course building should be improved. Comms/Articulate type functionality in Northpass. She also wants Articulate's "Review" feature... Such as comments. Review also shows it in its proper form.
## 12/21/2022
### Design Meeting
Krystal still wants the custom Dashboard
#### (4.) PDF of Resources When Launched
DONE: The auto-screen capture app from Rob needs to be ready for end of January for next big push. No OneDrive access yet.
#### (3.) Resource Descriptions in Search Results
Travis has a wire frame that he will show up. He wants descriptions for Activities to show up in the search results. However, activities don't have properties. Travis said he would like this in addition to the current content (aka a property).
Possibility of using something between brackets in the RTE as the option. They also want type added to it, which already exists.
#### (7.) Feedback Mechanism
DONE: Cam to create a mock up of the thumbs up thumbs down feedback. Mock up both a prompt/pop-up and a non.
#### (10.) Badging for Resource Paths
Charlie brought up concerns with learning paths and API. Our contract (and our API in general) doesn't contain learning path information and therefore we can't share the idea of a learning path. But, we can create some logic for groups of courses so that badges get awarded after a set of courses, not just a single course.
### Content Meeting
Two big follow ups:
* The timestamp links in any activity.
* SCORM File Testing
## 01/04/2023
### Content Sync
Feedback mock up:
Is it easier to go to legal with visual stuff instead of just ideas.
Krystal: Content wise, the big push for new resources is happening right now for the end of the month.
Krystal will need Cam's help to great gifs, just like we did last time. Jan 31st. Some screens are already existing, so Northpass was getting an error message.
DONE: Give Cam a heads up to look through the drafts.
Walmart to create course images.
Chopping it up will require a lot more work on their end. They would have to add new endings to each video.
It would be a cumbersome ask
Identify differences in versions - grammar, content, etc.
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.
* Joanna wants more content to show up in the search results. Such as:
* History of a Driver's Searches --> Might be difficult with webview settings.
* Popular Topics/Discover (see screenshot)
* Once search is started, add topics (All, Video, Text Only, etc)
```html
<div style='display: none'>
list of keywords
keyword
</div>
```
Content:
How can we use existing clips in the new resources? They want to take 10 seconds of a video, clip it to a section that's only showing a certain section, and is that best as a gif or a video.
### Luminate Walmart
Four in the box Model - Quadrants:
1. Business Team
2. Product Team
3. Engineering Team
4. Design Team
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>
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.
Formal Launch Date? 4-8 Weeks is "Awesome" and ideal. But with engineering, they may not be able to commit just yet and couldn't give Scott a range.
In-App is the direction they are going in.
Business Impact?
Engineering was upset that they weren't brought in for the selection process. So for next steps, we will let them set the next cues and steps. They have a lot of questions for Scott and Stephanie.
Travis/Norm wait to hear from Scott about engineering and when they are ready to engage.
## 01/18/2023
### Content & Search Results
For all videos the description text as search results is fine. For text based, it looks lazy.
Search description copy can wait until the January release.
January Release: Rolling release of resources
## 01/25/2023
### No Design, Content and Tech Only
Content:
DONE: Get Krystal an Iorad trial
Decision on Sentence Case vs Title Case
Came up earlier today: Spanish Translations of courses.
## 02/01/2023
### Tech Meeting
Walmart devs nit picking everything but not being fair. Rob pushed back with great clarifying questions and asking for demos or functionality preview. They were not able to provide any of that and made excuses.
Travis got very upset with his devs as they said they don't do any testing on Android. Engineering said they don't do the testing, production does.
Notable moments:
* Travis, to Sandipan: "I'm not sure if you're being intentionally dense, but..."
* Travis saying "No wonder our app sucks" while obviously putting his face in his hands.
* Then, he said he had to drop and before he finished saying that he left the meeting.
* Travis and Krystal slacking Rob and Charlie saying thank you.
### Design & Meeting Lauren Doll
Lauren Doll is Krystal's boss.
Krystal going on maternity leave on March 3rd. Lauren to be taking over. TBD for new flow with Lauren.
DONE: Add first sentence from each description to the "additional information" for each course activity.
Joanna - add arrow on each activity to show the driver that it is clickable.
Northpass to wait until we have the official go ahead to make any changes.
## 02/14/2023
### Future Design Needs
Krystal back in August - 6 months total.
DONE: Add to monday: MJ, Lauren, Cassie, Travis, Nichole, Felicia
Krystal to speak to lead designer to give Cam insight as to how they design their images, that will help Cam get "in the spirit".
## 03/01/2023
### Meeting Cassie, Lauren Hand off
## 03/16/2023
DONE: Show MJ how to do Show Transcript for bullet points. Here is the code:
```html
<div id="transcriptToggle">Show Transcript</div>
<div id="transcriptContent">
<p>Hey everyone, this is Ally with Tripleseat and in this video we are going to go over how to create an event and the different options you have to do so.
The quickest way to add an event right to your calendar is by clicking on the new events button on the top right corner of your screen in Tripleseat.
Detailing this page out and clicking create will add the event right to our calendar as well as store the contact information within Tripleseat.</p>
```
DONE: Show MJ example of Video+Article as two activities example.
## 03/29/2023
### Design
Past Q2, no definitive plans for spanish changes/translations.
Maybe more integrations of knowledge checks, other browser info
Getting creative with quizzing.
Bundles, resource bundles. Currently turned off in the sandbox.
CB: How should badges be represented in a bundle?
If you have 3 courses, when and how should the badge appear?
Idea: bar at the bottom. Grey scale before completion, colorized after.
TP: can we share any displays/UX screenshots of other clients displaying badges?
DONE: Work with Charlie to find examples of badging for the team.
For the first iteration, this will live solely in Northpass.
Dev work from Walmart: they will need to pass/insert info into the webview.
INFO: Cassie out 22nd - 28th
INFO: MJ out 18th - 21st.
## 04/19/2023
### Tech Meeting
Lauren is leaving the Spark Team and joining supplier/supply chain comms and PR.
Rob: as we add items to that endpoint, it can impact performance. A more complex setup will need to be addressed.
We need to reduce the amount of calls that endpoint is going.
In the past, Walmart reluctant to make modifications on their end. Jagannatha committed to making changes and
improvement.
Rob asked what is needed to align NP & Walmart. Jagannatha: make a plan and list of needs.
Jagannatha wants suggestions from Rob and then J will work internally with his team.
J asked if we need any assistance from the Spark App team. Rob unsure - we will check.
If we do, how does that change things? We would need to add these items to their roadmap & sprint.
Q for Travis: Is there a specific time frame for getting this up and running? Probably later in Q2, second half. This is
for the help items.
Back button questions - where does it go? It currently goes back to it's referring URL until it reaches the main menu.
Then it goes back to the app.
What do they want the back button to do?
### Content Meeting
Dave taking over for Nichole. Dave's role is Lead Technical Writer, Senior Designer (US), for the Spark Driver
Knowledge Base.
DONE: Reach out to J about deep linking between resources.
DONE: Ask Cam to mock up the resource bundle experiences - aka Learning Paths.
## 04/26/2023
### Design Changes?
Pull in Aditi after making a list for her. The items for Aditi are:
* The back arrow when the course has no image. Should text change? Arrow into X?
* Duplicate titles surround this experience too. Should the title below be `display: none;`?
Update: Travis and MJ to meet with Aditi internally regarding this issues.
## 04/28/2023
### Metrics Requests
* Help and Question clicks
* Number of times driver clicks into resource after entering Resource Center
## 05/19/2023
### Feedback on Resource Bundles/Learning Paths
Confusing because bundles and features are similar. Combine LPs & Courses into single "Featured" Section
Aditi asked about tags on the RC. New, Completed, Viewed, etc.
The new tag shows up if the course is published _after_ their enrollment date. If someone's enrollment date is _after_
the last course published date, new won't show up.
## 05/31/2023
### Design Sync with No Agenda
Franklin & MJ have discussion points about videos.
On user end, images and videos are not consistently sized. Some are full screen, some are small, etc.
How can we resize so they are standard sizes?
Resizing could make the images blurry or change other elements.
Courses affected: App Issues
_Franklin currently working on Alcohol gifs. This is his first time adding gifs to the RC._
Another thing they noticed was the video player was a bit wonky. Course: tips for claiming your branch wallet.
They are seeing a double overlay of play buttons and +/- 10. Franklin is on iPhone 14.
Charlie couldn't replicate. Franklin didn't notice it happening on all videos.
DONE: Ask Cam for an update on all the cover images and gifs in a single zip file. Whatever he has named the file is
okay.
## 06/07/2023
### Reviewing Aditi's Resource Bundle & SCORM items
* Next month's will go out on the 30th.
DONE: Work with Cassie before the 30th to get SCORM versions decoupled.
## 06/14/2023
### Analytics Discussion
Adoption:
* They would like to see comparing across categories
* Course Filtering & selections
* Breakdown of the values per course.
* Categories = categories are what they enter in the backend. Front end: "metrics" is a category.
Search:
* For b & c how are drivers using the search - how often
* They are trying to see - if a driver goes into a search, and then finds the article they need, are they continuing on
and then still calling support?
* Rob thinks those are two metrics. How effective is search? How many times do they need to search before finding what
they are looking for. Second, how effective is the content and/or are they contacting support?
* Time stamps and Driver IDs for search results.
* Rob: wondering if we can have a mapping for support issue types
* Travis: "The other piece, gauging effectiveness of our search keywords"
* Search results really need to be exported and brought to Spark because we have no identification data at all.
Enrollment:
* I believe enrollment means start attempt rate.
* They want to know what resources they have selected.
* So what is the difference between the adoption and enrollment?
* Travis: Overall enrollment (300k), then down a level of who has entered into a category, and then into an activity.
## 06/28/2023
### Just Ece
* Leadership meeting will happen on a monthly recurring basis at the same time as the first meeting.
* She wants us to configure the ops training requirements before end of next week. Allow ops team to configure the training items.
* This is for showing items in the help menu.
* Ece also wanted an update on the dashboard for analytics. We are not ready for them yet. We don't have an ETA.
* No questions from Jagannatha
## 07/05/2023
### Walmart Wednesday
* MJ Out due to unexpected Surgery. Expected back on the 10th.
* Jagannatha to send proposal for Spanish language resources. If value is `null` or blank, display english.
## 08/02/2023
### Resource Bundles / LP Design Preview
* Do we need to show the start button? Yes, but when does the progress get calculated.
* If a course is completed in the LP, will it be completed outside of the LP? This is specifically for featured courses.
## 08/09/2023
### First with Krystal
* Ece in Turkey, back in meetings next week (8/16)
* No need for leadership meetings for the time being
TODO: Description Font Size - change to 14.
DONE: Pull raw html of activity descriptions & body copy.
## 08/23/2023
### Content & Design Meetings
* External Attendees:
* Krystal, MJ, Travis P, Frank
* Internal Attendees:
* Charlie, Kaitlyn, Norm
** Categories:
* Some confusion on how categories should be managed.
* MJ to re-share the categories doc with Krystal, some placement might want to be updated.
* Hopefully done by next meeting. They will deliver a final state of categories.
* We will need new category images if any of the categories get changed.
* Categories get hard coded with their images!
DONE: Norm to deliver length of each description for search.
** Search Description:
* Spark will then decide if its a necessary priority.
** RC Search:
* This came back to Travis from another team member.
* Someone named Matt Krise brought this up to Travis
* Go back through search analytic tool and add the hidden tags to those activities.
* This is what you add to the html code block of an activity:
```html
<div style="display:none;">
keyword 1, keyword 2, keyword 3
</div>
```
* Content Meeting
* Krystal noticed that resources are in alphabetical order until you reach the end.
* At the end, (State by State) it goes back to Cancel a trip.
* Resources are ordered by tag first (new, in progress, etc)
What Krystal liked about Edume: a feature taps into social media uses such as reels, and shorts.
It gives training quickly and accessible.
This is the direction Walmart needs to go in.
Spotlight these short videos would make us a lot more marketable.
Krystal and her director need these stories type interactions.
## 08/30/2023
### Content & Categories
* Categories woes. Cassie wanted to updated the courses with new categories, but it may not actually be possible.
* Krystal thinks there is a big lift from dev team to update categories. Might not be feasible.
* Spark dev team would need to align with content team.
* Full Transparency from Krystal: Week of September 11th, new initiative. Leveraging Bundles!
* Krystal and team to start building Learning Paths/Resource Bundles in Sandbox/or Production
* Featured Carousel Rotation: Is there anyway to auto rotate? Either after time, or based on popularity.
* Cassie comments: Understanding the metrics program Course.
TODO: Test if a course can be accessible outside of Northpass without it being accessible to drivers.

170
CustomerNotes/Walmart_Luminate.md Normal file
View File

@ -0,0 +1,170 @@
# Luminate
## 01/25/2023
### Content Overview with Stephanie
She is concerned that they are going from a knowledge base based on product to specific use-cases. She doesn't want to miss any information. Their knowledge base is just articles that "suck"
* Not a lot of data on use cases. How can we gather that?
We should allow learners to select their own path. She likes the flexibility. The stripe demo is a good direction that she wants to go in.
Learner should click "I want to learn more" and be brought to a course.
I asked about starting with use cases - merchants, for example. Merchants can see some buckets of what they can and can't see. When they land at the academy, they could see drop in courses, and have the option to test out of the fundamentals. And then cert tracks.
Another idea: a user lands and sees each product and then can test out or through cert tracks. Ocean academy is also a good example.
Two tracks:
1. Foundational course & Test out Quiz
2. Role based tracks and courses
## 01/30/2023
### Demo from Travis
Johnny - Post live
Ritu - working on integrations.
Rakesh, Praveen, Prajwal, Deeksha, Kumar - Engineers
Matthew - Design team Lead for Data Ventures. A few different CMS. Northpass is first LMS.
Scott - Leads content, strategy, deployment, for training within Luminate
Stephanie - Works with Scott, leading content strategy and architecture
Eric Wynn - Engineer lead? Definitely an engineer.
Travis starts demo, asks if there is anything they want to see.
Ritu: Salient features in demo, post-demo, how we will integrate into the Luminate platform. Mostly: authentication, authorization, who has access to what. What are they main features they should look at?
Matt - templates and examples would be great. He asked for:
* Full set of components that we can stylize
* Full build vs live template
* They use 5 *something* and want to know what we use.
Embedding - is all embedding iFrame based? (Ritu) - Yes.
Ritu - what profile data do we store for a learner?
Please Clarify
For authentication, what do you store in your system for authentication and authorization?
Ritu - PI Classification is important. Can they provide us just a unique ID instead of first and last name?
Travis: yes, you provide us that ID just like Spark, we give you a webhook with that data.
Ritu: is the progress recorded per user/identifier?
Travis: yes
Ritu wants to dig in deeper to API, groups, and webhooks to better understand the integration possibilities.
She then asked is there a "bookmark" or can you pick up where you left off - aka, finished 50%.
How about reminders? What if you need to finish the training within 1 week, will it send reminders?
Travis: yes, but without an email, we can't be responsible for comms - you guys would do that.
Scott: if we disable any direct connection to Northpass comms, would we be able to send something like a newsletter to specific users based on their progress? Yes
Travis: What do you all use for comms and marketing?
Johnny - Braze with a custom wrapper for communications & in app learning alert.
Scott: how would we integrate into Credly? Would information go from Northpass>Luminate>Credly or Northpass>Credly>Luminate, etc?
What does that need to look like - how should the data flow?
*Theme here continues to revolve around data flow and direction.*
Travis: we have new certs available.
He then went into course authoring.
Scott: when we create a course, given that we are doing constant updating to our products and have new features to put into the course, but don't want to remove completion status - how do we do it? *In other words, silent publishing.*
Ritu: Do we have API operations for admins and learning paths? *No*
Matt: How responsive is Northpass? Including:
* Device limitations
* Responsiveness for various devices
* Video bandwidth
* Has core code gone through accessibility testing? (Walmart is AA due to commercial nature)
* Rate Limits for tasks
* Other limitations Walmart should know about?
Travis: next steps?
Ritu: SSO - let's get it turned on. They use a home-grown solution called Falcon which provisions all outside accounts and internal Walmart accounts.
It is Open auth protocol and code-flow. Will this work with Northpass?
Charlie: Should be fine, but we need to make sure the info matches the data in Northpass.
Ritu: where is it hosted? Is this a dedicated deployment for Luminate?
Travis: because of the other team, it will be Azure. So far, only Walmart is on Azure.
Ritu: Great. This is authentication - but how about Authorization? How do we know who should have access to what training?
C: Does Falcon have this info?
R: No, Falcon is only for authentication. Authorization is a separate system.
C: Create groups and people and segmentation ahead of time. Then when they authenticate, they will already be in their grouping and courses.
Scott: There will be a segmentation of courses that should be for internal employees only. To begin, we will only have 3 main "partitions" to start with, so it could be simple.
Eric: How many sandboxes environments do we get? How do we move content between environments and systems? Concern: some teams completely abandon content in the sandbox environment. What tools are available to move that content over?
Travis: Norm has access to those tools and will be your main person to help.
Scott: Can we make SLAs for these requests? What if the request is on a Sunday? What if Norm is busy?
Travis: Last questions?
Johnny: I have one. Anyone else?
Devanathan: Is there a calendar feature that we can show a list of events?
Scott: I like that question. Something like "here's a list of all the events in June" and showing a calendar of those events.
Ritu: What sort of personalization happens for events?
Groups, Courses, etc
We can also make personalization recommendations based on any additional data you pass to us like role, product, etc.
Johnny: Can we integrate into CMS platforms like Adobe? Can we integrate an API endpoint into a slice?
No.
Eric: This portion of the roadmap is a proof of concept for us, we cannot productize this just yet. So continue to have the content discussions and then engineering will likely happen 1-2 weeks after that. They need to ensure that it is integrated and functional first before rolling out anywhere.
## 02/15/2023
### Content Meeting with Stephanie
Questions from Stephanie:
* Luminate's biggest concern is upkeep. Version Control. They make a ton of changes to the products. They need to update
the content quickly and effectively. Example: Screenshot in one lesson but what if it is in different lessons etc.
## 03/29/2023
### Design Process
Looking for a June 1st launch. First Wednesday of June. June 7th hard deadline.
Material Design icons
Jessica isn't aware of how detailed we can customize things. Maybe send her screenshots?
## 05/25/2023
### Modal Discussion
Needs for modal on entry: Property Boolean, info?
Design:
* Ask Dashboard or How to Course (Intro To luminate in drafts)
* Make up the design so it stands out.
Info to ask:
* Company
List from Stephanie:
* Time estimates from Kaitlyn. Added in Automation! Checkmark!
* Articles: Get rid of progress bar. Continue button should skip EOC screen and bring them to this [Dashboard](https://walmartluminate.northpass.com/app/dashboard)
* On search, when you have a property in results, it shows the templated code, not what the code should be rendering.
Sanitized search.
* She doesn't love the learning path cover page. Send learning path examples of a more minimal design.
* Add categories tag to search results boxes.
## 08/03/2023
### Finalizing Modals
DONE: Setup google sheet for Quiz completion webhook
DONE: Talk to Kaitlyn about the modal. See list below:
* Make modal accessible in the sandbox.
* She wants a "survey" modal to show up 2 weeks after the first modal. Can we:
* Add timestamp local storage
* Check timestamp every time the function runs
* If timestamp == 2 weeks, show new modal
* Set secondary modal boolean to True/False.

226
CustomerNotes/Wildhealth.md Normal file
View File

@ -0,0 +1,226 @@
# WildHealth
## 07/01/2022
### June/July until September notes
- [X] - Connect KJ with Wild health for Analytics
- [X] - Assign an SE for the Felix conversation
The patient/client shouldn't see a difference between Clarity and Northpass
Can we provision grouping before activation? Northpass
What if we wait for a webhook, then put them in a group?
Felix Scenario:
Typical example
Patient fills out 5 question form
You will be assigned 1 of 5 challenges
You first need to be invited
Then activated
Then assigned a challenges
Can we create a custom integration without zapier
Make an API call?
Yes they will create it themselves
Email must be matching, or it will create a new account
Next Sprint or following - 2-4 weeks
Daniel has been the WildHealth dev working on this
- [X] Send documentation and endpoints (person created, person added to group)
- [X] Will a user that gets activated count against their MAL? <-- No!
Diet ->
disease specific -> autoimmune
module 7 -> coaching philosophy
- [X] Wild health academy - old publishing
- [X] Shopify tips:
- [X] Flow of Emails - Receipt + Invitation (this one lags)
- [X] Discount is on the last page, tell people to wait
- [X] Shopify's customer service isn't the best, so be diligent
- [X] Know your ProductIDs
- [X] One Product per Course
- [X] Modules 1-12 combined into a single course, moved to the Education Portal - not possible. It slowed down the entire system because of too many modules.
## 10/17/2022
### Flupdates on Shopify Integration
- The big change for Northpass is the release date of courses from Monthly to Bi-Weekly
- They want the intro course to be available as soon as someone signs up, regardless of sign up date.
- Kaitlyn is grabbing all IDs for courses 1-12 and hiding them, until a certain date is reached.
- All other courses and IDs are shown immediately.
- Mike: the other main change other than cadence, is 1st and 15th release dates
- Groups: fellowship group (1st of every month > 1st and 15th), rolling admissions group (keeping rolling admissions as is. Not taking additional enrollees.)
- Everyone who starts from now going forward, starts on Jan 1st.
- Second course will be starting in July
- Do they need other Shopify products?
- Kaitlyn to check. She needs to figure out what the "date" cut off is for adding people to the January vs July cohort cadence.
- There is also the *Fundamentals Course*, which will not be drip anymore, but all courses all at once.
- Workflow can be deleted (already done).
## 10/25/2022
### Analytics Meeting with Trei & Abby
- Discuss self-got analytics, custom reports, Google Sheets automations
- Other items from Trei:
- Live-hosted events + data:
- Registrations and Attendance data
- Abby: two iterations of webinars to students. Thursdays & ad-hoc coaching sessions
- Additional group will be added based on this new group - coaching group & national board accrediting group
- Send invitations and attendance to these groups and all through Northpass
- Stopped using ILTs and now using an external/manual process
- Optimal, assign events, not allow them to register
- OR - recurring event one registration allows them to register for all events
- Calendar: Google Calendar
- Video Tech: Zoom
- Submissions of recorded video content
- Can the video submission be sent to faculty automatically?
- They *could* give faculty access to Northpass
- How are faculty mapped to assignments/courses?
- Unsure as of yet
- 30-40 students in this class
- 3 faculty to be grading
- Spreadsheet is a good start (The Look)
- See if we can add in ILT & Submission Data
- Faculty would have to grade based on pass/fail
## 10/31/2022
- Abby PTO: November 7th - 18th
- Confirm if Mike wants to have the meetings while Abby is out
- Abby might add Trei to the meeting on the 14th to go over Analytics updates and the custom dashboard we are creating for them.
- Abby usually handles little IT issues like logins etc.
- Should/Can she send them to NP Support?
- Usual issues are if reset password doesn't work or a course is not accessible.
- Assistant: Baeligh Moburley
- All inquiries will go to Baeleigh first and then passed onto us.
- Anything I can do to help Mike? Nothing yet. He is pumped that Abby and Trei will be getting custom analytics.
## 11/14/2022
Jan 6th is first event
Zoom Events - Hosted as Events where everyone can see each others faces
How do events affect user flow?
* Tue-Wed Coaching Sessions
* Mandatory
* Goal is accreditation
* These users will want to sit for a board
* Thursday Webinars, also mandatory, a person can only miss 6 hours of these.
* This is asynchronous vs synchronous content
* Attendance policy: if you miss, you can only miss up to 6 hours of synchronous content
* Videos will be uploaded after
* Students just have to show up and be present in the zoom to count as attended
* Small groups, speaking, faculty joining the breakouts etc
* Interns will be on that for taking attendance
* Wants to track the amount of time a person has attended
Certifications:
* Are these course based?
## 11/28/2022
### Document/Proposed Ideas from Mike and Abby
CMS/Resource Hub:
- Documents living in Northpass and then offered in a "resource center" in the Academy.
- Sort of like a CMS?
- People need quick reference to something like an SOP while they are *with* a client or patient. Search is too slow. Resources lives in a folder and then accessible to the learners. Folders good for admin org, but available to learners as well.
- Where do the docs live right now? Google Drive, lots of overlap and duplicates. People can't access them quickly enough. It needs to be accessible via Search functionality as well.
- Learners use search all the time. Search needs to really help them arrive at their required resource.
- People are both searching and going to a "resources" tab and find the activity.
- They were unaware of the search functionality finding specific activities and the ability to go to that activity.
DONE: Look into Templates and fix their search functionality. It should *only* show activities, not courses.
## 12/14/2022
### 2023 Planning
In a perfect world Northpass will host
Just switched to Active Campaign for the drip emails.
Manually via Gmail
A few exceptions within the group
The confusion with ILTs was the register button, the extra step, doctor's don't listen well.
Ultimately, it doesn't matter if they register for it or not, because attendance will show if they have shown up.
Register -> Remove completely. Underneath it would show "Please come back to this link at the start time and date."
Best method:
DONE: Zoom Webinars/ILTs and Custom Comms..
DONE: Send Event Flow to Abby
DONE: Deliver Trei Analytics.
## 01/09/2023
### Sync with Mike and Abby
Back to ILTs & Webinars, embedding a Google Calendar
Abby to get public calendar link.
DONE: Pull search results from DD - as far back as possible.
DONE: Improve Search for Activities - add description? Check with SE.
## 01/23/2023
### Small Meeting - One Item
She noticed a font change and wants to change them across the academy.
[Poppins](https://fonts.google.com/specimen/Poppins) - Headers, Titles
[Be Vietnam Pro](https://fonts.google.com/specimen/Be+Vietnam+Pro?query=be+viet) - Body
[Public Calendar Link](https://calendar.google.com/calendar/u/0/embed?src=pmtpcalendar@gmail.com&ctz=America/New_York)
Start with one instance and let Abby know.
DONE: Submit ticket for font changes & iFrame the calendar.
## 02/06/2023
### Certs for Completion of Courses in Group
DONE: Create "hidden" course where a cert will live. Submit ticket for course to show up only after all 10 courses in PM Fundamentals group is complete.
DONE: Ask Product about custom certs for Enterprise. Wild Health needs it for accreditation/legal healthcare reasons.
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
DONE: Ask about embeds not working - not loading or just showing the current Northpass page in the iFrame.
WHAcademy again:
DONE: Check out the "Sleep" course, Bear Chronotype image, rounded corners not working, they image is staying sharp
This previously worked.
## 03/20/2023
### Trei & Analytics
Updated Abby on LPs, Certs, eCommerce and road map
DONE: Get Abby a list of requirements for design of certs
DONE: Create Assignments Analytics for Google Sheets.
## 08/22/2023
- Sync with Bailey and Abby
- Abby leaving and Bailey taking over.
- Abby: "we have all the time in the world to get in honed, but we need to get it set up now for July of 2024."
- They have already sold some January cohorts.
- With learning Path and the ability to sell - coaching track would cost more than non-coaching
- Both have precision medicine modules, coaching has additional modules.
- Right now it is "ignore this, pay attention to this" and they want this separated.
TODO: Ask about product codes for Learning Paths and selling Learning Paths
- Question 2: Is there a way to set the drip pattern in a Learning path
- 3 products starting next July that all need to be in Learning Paths.
- They are hoping this new functionality allows them to sell in various learning paths.
- Products: Coaching Track, Training Program, Self-guided (Precision Medicine of Fundamentals)
- Open to other suggestions but the biggest priority is the consolidation of courses.
*** If it were to work:
- Precision Medicine 1-12 in a Learning Path
- Fundamentals are Carbon copies right now, with this transition they want to consolidate courses so they only
have to update them once.
Trei on paternity leave until end of September. Analytics changes for 2024.

33
CustomerNotes/WilliamSonoma.md Normal file
View File

@ -0,0 +1,33 @@
# William-Sonoma
## 08/22/2023
### Implementation Call
- Patrycja out sick with Migraine
- Aubrey also couldn't attend. She is Senior Manager in charge of budgets, headcount, attrition.
- Pam is manager of L&D - keeper of the courses and content.
- Tyler is the "building genius" to make sure everything is maintained and functioning.
- LMS will be Pam and Tyler's responsibility, mostly.
- Internal use case
- They have used other LMS' in the past.
- They have a new hire "down and dirty" path that takes 4 weeks. That's one use case.
- Second use case is for upskilling. Training for supervisors, new managers, etc.
- Auth: Combo authentication.
- Timezones - Tyler and Pam: CST, Aubrey: PST
- No meetings on Mondays for Tyler and Pam.
- "Classes start" on Mondays, so they get hectic.
- Standing meeting on Tuesdays at 12pm CST.
- October 31st is when their old LMS contract expires - Docebo
- Their first LMS was with absorb (2 years) and then 3 years with Docebo. That's what they are coming off of.
- They will do most of their design themselves. They have photography files.
- One or two classes/batches that will have to be planned how to transfer them to Northpass.
- They use "branches" for each course and group. ABCD groups.
- They are currently using a very "home grown" system. Associate Management System. It doesn't tie into anything
bigger.
- Down and Dirty people access via a direct link.
- Current domain for their Docebo academy: "<https://williamsonoma.docebosas.com>"
- No IT resources are expected from WS.
- They will be tied into their SSO network - PING.
- They don't want to give them their full login until they have passed their WFH systems check. <-- this is mostly IT
stuff. Not courses. It mostly falls on recruiting.

18
CustomerNotes/WoundCareAdvantage.md Normal file
View File

@ -0,0 +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.

120
CustomerNotes/Zenjob.md Normal file
View File

@ -0,0 +1,120 @@
# Zenjob
## 11/11/2022
### Content meeting Sophie
Main goal: Everything in their LMS should allow their talents to do _more_ jobs.
_Some Feedback She's collected and changes they want to see:_
*She has a Miro board with these changes that she needs
* Two new points have come up from yesterday
*At the end of the training, the learner should see a certificate.
* They want to personalize their certificates for learners
*No change to end of course screen for now
* They have contacted their marketing for new badges.
*Integration with Shopify?
* They have a shopify shop where talents can get equpiment
*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
*Back to my Courses page, `/app/dashboard` should not be used
* Button should go to `/app/courses/`
*Currently, Talents can upload their certs to a typeform "survey". It's a legal document that's required.
* [Link to Typeform](https://zenjob.typeform.com/to/DaIe0c)
*Sophie to share Miro Board with changes & requests.
* After Typeform the picture of the health cert goes into Salesforce. This is powered by Salesforce.
*Her question: could this health cert typeform be entered as a course? Can it go to Salesforce?
* This health upload would be the FIRST thing
* Can we pass in a persons name to the typeform for faster completion?
* Three options for the typeform:
* Link to TF somewhere on the Academy
* Course with Assignment
* Course with Typeform embedded
* Two small things as the last two:
1. She can't change "Zuruck zum 'Meine Kurse' " --> Back to my courses button
2. It should say --> "Zuruck zu 'Meine Krurse' "
2. She wants the course cards to have gifs - use the gif that's in the course overview page.
3. This should only happen when you hover over it.
## 11/18/2022
### Content with Sync
Ideal information in Salesforce:
* Ticket created in Salesforce --> Ticket lives in Service App
* File that user has uploaded is in Salesforce --> Link okay if S3 is publicly available.
* Attach date to Ticket that is 2 years minus 1 day from date of completion.
* Typeform solution is via Zapier.
## 05/03/2023
### Design Changes & Tickets
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).
## 08/02/2023
### Learning Paths & Assignments
TODO: Check if we can "mimic" the start button across all courses in LP so any click = start LP.
TODO: Get Assignment Download link into Google Sheets. Webhook followed by API call. Data points: UID, Course, Submitted At, and URL.
Notes for Sophie:
To get the assignments outside of Northpass, you would need to log them to a Google sheet. However, since we don't have any webhooks for an assignment completion that contains the cdn.filestack download link, you'd have to get this via API. The Assignment Submissions API should have everything you need, including the download link.
The other portion of this that was mentioned to me is that the people that need these criminal records have to grab it in "close" to real time. So the flow of data and API calls would have to be the following:
1. Webhook is the trigger that starts the flow. It points to a workflow engine, google sheet, SFDC, where ever Zenjob wants.
2. Parse the webhook and check for activity name. If Activity name == Course A
3. Make an API call to the Assignments endpoint and grab the following information: Learner Email/SSO UID, Course Name, Activity Name, Download link
4. Add those values to a spreadsheet or Salesforce. Wherever you want the employees to grab the criminal record upload.
## 08/23/2023
### Security Discussion
* Attendees:
* Christopher Jimenez - Security/Product/Engineering
* He's concerned about the CDN url being open.
* Can we add an endpoint/additional layer of clicking that link so that an attackers cannot somehow get access to the URL?
* He's open to starting with what we have and adding this in the future.
* If this security works, he wouldn't even want these files in Google Sheets.
* Ideally, they will rotate the api keys every month.
* Pre-signed URLs is the theory here.
* Analytics Extracts with encrypted API might work.
*** Question about API:
* He wanted to see if he could connect directly to Salesforce.
* The people endpoint isn't returning all the info necessary such as email, etc.
*** Lukasz's Idea:
- The link in the looker dashboard would make a POST request
- This link passes the UID for the assignment
- Then extract from Northpass API the appropriate submission
- Lukasz decoded the filestack url and it said that it should become invalid after 48 hours
** Testing CDN Filestack Links:
* URL 1: "<https://cdn.filestackcontent.com/security=policy:eyJleHBpcnkiOjE2OTI5MjU4NzUsImNhbGwiOlsicmVhZCIsImNvbnZlcnQiLCJzdG9yZSIsInBpY2siLCJyZW1vdmUiXX0=,signature:d3c84648f09aaa9d7feed8f2f093147fe9a6f3b173e83a7d26835f4bea54ce5d/yNKYNOxsQOii6s5SqXoN>"
* URL 2: "<https://cdn.filestackcontent.com/security=policy:eyJleHBpcnkiOjE2OTI5MjU4NzUsImNhbGwiOlsicmVhZCIsImNvbnZlcnQiLCJzdG9yZSIsInBpY2siLCJyZW1vdmUiXX0=,signature:d3c84648f09aaa9d7feed8f2f093147fe9a6f3b173e83a7d26835f4bea54ce5d/yNKYNOxsQOii6s5SqXoN>"
* URL from incognito: "<https://cdn.filestackcontent.com/security=policy:eyJleHBpcnkiOjE2OTI5MjU4NzUsImNhbGwiOlsicmVhZCIsImNvbnZlcnQiLCJzdG9yZSIsInBpY2siLCJyZW1vdmUiXX0=,signature:d3c84648f09aaa9d7feed8f2f093147fe9a6f3b173e83a7d26835f4bea54ce5d/yNKYNOxsQOii6s5SqXoN>"
## 08.29.2023
### Renewal Discussion
* Renewal Discussion with Yigit at Sastrify
** Notes:
* Case study for discount?
* Additional hours, 25% discount?
* Will the 25% discount be part of the renewal?
* Let's say 75k with the 25% discount and then they purchase 15 hours @ 200
-- This increases ARR to $78k
-- Then if they do a case study, 25% on the hours, bringing it to $150/hr.
* Yigit moving to Madrid, off all of next week.
TODO: Speak to Finance about discounts and options. Ask what the goal is.

BIN
CustomerNotes/images/Larson_TrainingProposals.png Normal file
View File

Binary file not shown.
Side by Side

After

Width:  |  Height:  |  Size: 362 KiB