TripleSeat new notes. Finished the Anthology mappings script and have uploaded it workato.

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Norm Rasmussen
2023-11-08 17:21:03 -05:00
parent 089c3fb385
commit 3edcfc22bb
8 changed files with 24573 additions and 8242 deletions

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@ -330,3 +330,12 @@ Create Google Form for Amit to submit new domains
All the small bug work is paying off! 100 people added without any tickets or issues!
TODO: Add 's' to "previous platform" and update email to "Campus or Work Email Address"
## 11/08/2023
### Unannounced meeting with KC & Katie
Notes:
* Rachel and KC to discuss the search and filtering stuff again. They needed clarity on categories vs properties, etc.
* I let them know that we would be changing their workflow.

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@ -74,3 +74,35 @@ 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.
## 11/08/2023
### New teams introduction
Attendees:
* James D - Hotel team
* Troy Kasting - Attendees side
* Sureena - Troy's team
* Amelia, Katie, Holly
Notes:
* New partnership with the attendees
* James working on some draft courses
* Troy to speak about CS plans.
* Troy: "since the acquisition"... TS acquired someone?
* New products being rolled out - JustReg, Ticketing Product
* Need a low or no-touch onboarding
* Self-education
* Launch: Feb 2024 (approximately)
* Time to onboard is roughly the same
* Sureena's question: how can we send triggers to our CRM?
* 4 different plans based on feature set
* This would likely be different groups
* Existing Triple Seat University can't be used cause "Attendees" is a very different -
* It is Attendease and that's who TripleSeat just acquired! [Link to article](https://tripleseat.com/blog/tripleseat-announces-strategic-acquisition-of-attendease-for-unparalleled-event-management-solutions/)
* Tech Stack:
* Hubspot - CRM, but likely moving to Salesforce
* Onboarding - TBD but sort of using Totango
* They really need a separate instance but want to try and jam it into a single instance. Designs will be an issue.