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.
This commit is contained in:
Norm Rasmussen
@ -1,17 +0,0 @@
|
||||
* Meeting
|
||||
** 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.
|
||||
@ -1,46 +0,0 @@
|
||||
* 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.
|
||||
DONE: Add warning for any personal email addresses entered into field. And make button unclickable.
|
||||
- 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.
|
||||
|
||||
** 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.
|
||||
|
||||
@ -1,25 +0,0 @@
|
||||
* Technical Discussion regarding Access
|
||||
** 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.
|
||||
|
||||
@ -1,10 +0,0 @@
|
||||
*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.
|
||||
|
||||
|
||||
@ -1,15 +0,0 @@
|
||||
* 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.
|
||||
@ -1,52 +0,0 @@
|
||||
* 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!
|
||||
@ -1,13 +0,0 @@
|
||||
* 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
|
||||
@ -1,4 +0,0 @@
|
||||
* Heading one
|
||||
-- This is a test
|
||||
- another test
|
||||
|
||||
@ -1,11 +0,0 @@
|
||||
* 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.
|
||||
@ -1,32 +0,0 @@
|
||||
* 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.
|
||||
TODO: Discuss in Dec/Jan - how to measure success in G2U? What metrics are important.
|
||||
- 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.
|
||||
@ -1,11 +0,0 @@
|
||||
* 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.
|
||||
@ -1,27 +0,0 @@
|
||||
* 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.
|
||||
@ -1,37 +0,0 @@
|
||||
** 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.
|
||||
|
||||
@ -1,29 +0,0 @@
|
||||
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.
|
||||
|
||||
|
||||
@ -1,17 +0,0 @@
|
||||
* 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 Regsiter 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.
|
||||
@ -1,33 +0,0 @@
|
||||
* 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
|
||||
TODO: Create Prop to hide from search results.
|
||||
TODO: Enable search query dashboard on Swift Medical
|
||||
- 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.
|
||||
|
||||
** 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.
|
||||
@ -1,37 +0,0 @@
|
||||
* 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!
|
||||
|
||||
** Search Description:
|
||||
DONE:O: Norm to deliver length of each description for search.
|
||||
- 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:
|
||||
@code html
|
||||
<div style="display:none;">
|
||||
keyword 1, keyword 2, keyword 3
|
||||
</div>
|
||||
@end
|
||||
|
||||
* 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.
|
||||
@ -1,20 +0,0 @@
|
||||
* 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.
|
||||
@ -1,28 +0,0 @@
|
||||
* 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.
|
||||
@ -1,24 +0,0 @@
|
||||
* 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"
|
||||
|
||||
@ -1,10 +0,0 @@
|
||||
* 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.
|
||||
47
Customer_Notes/index.md
Normal file
47
Customer_Notes/index.md
Normal file
@ -0,0 +1,47 @@
|
||||
# Customers
|
||||
|
||||
## Anthology
|
||||
|
||||
- [Anthology/08.25.23.md](#anthology082523md)
|
||||
|
||||
## Skuid
|
||||
|
||||
- [Skuid/Data%20Discussion%20-%2008.10.2023.md](#skuiddata20discussion20-2008102023md)
|
||||
- [Skuid/Data2%20-%2008.11.2023.md](#skuiddata220-2008112023md)
|
||||
- [Skuid/08.24.23.md](#skuid082423md)
|
||||
|
||||
## Swift Medical
|
||||
|
||||
- [SwiftMedical/08.25.23.md](#swiftmedical082523md)
|
||||
|
||||
## Pipedrive
|
||||
|
||||
- [Pipedrive/Slack%20Message%20to%20team%208.10.23.md](#pipedriveslack20message20to20team2081023md)
|
||||
- [Pipedrive/08.24.23-Internal_Sync.md](#pipedrive082423-internalsyncmd)
|
||||
|
||||
## Wild Health
|
||||
|
||||
- [Wild_Health/Friday%20Sync%20-%2008.11.23.md](#wildhealthfriday20sync20-20081123md)
|
||||
- [Wild_Health/08.22.23.md](#wildhealth082223md)
|
||||
|
||||
## G2
|
||||
|
||||
- [G2/08.21.23.md](#g2082123md)
|
||||
- [G2/08.22.23.md](#g2082223md)
|
||||
|
||||
## William Sonoma
|
||||
|
||||
- [William_Sonoma/08.22.23_Implementation.md](#williamsonoma082223implementationmd)
|
||||
|
||||
## Big Ideas
|
||||
|
||||
- [BigIdeas/Quiz_feedback.md](#bigideasquizfeedbackmd)
|
||||
- [BigIdeas/08.24.23_Technical_Discussion.md](#bigideas082423technicaldiscussionmd)
|
||||
|
||||
## Zenjob
|
||||
|
||||
- [Zenjob/08.23.23.md](#zenjob082323md)
|
||||
|
||||
## Walmart Spark
|
||||
|
||||
- [Walmart_Spark/08.23.23.md](#walmartspark082323md)
|
||||
@ -1,16 +0,0 @@
|
||||
* Client:
|
||||
** Attendees:
|
||||
- Norm Rasmussen
|
||||
-
|
||||
** Topic 1:
|
||||
-
|
||||
-
|
||||
-
|
||||
-
|
||||
|
||||
** Topic 2:
|
||||
-
|
||||
-
|
||||
-
|
||||
-
|
||||
|
||||
Reference in New Issue
Block a user