jjsv

CustomerNotes.md

@@ -77,10 +77,13 @@ Events should be figured out by our demo -
 * [X] Add all groups as per Kaitlyn's info 
 * [X] Wants to start putting in content by the 15th August. 
 * [ ] Create and send document for Melinda's instructions to add categories.
-* [ ] Delete all courses and everything from Media Library 
-* [ ] Let Melinda know when clean state has been achieved
+* [X] Delete all courses and everything from Media Library 
+* [X] Let Melinda know when clean state has been achieved
 * [ ] Create documentation for categories & adding courses to groups - understand catalog vs. groups
 * [ ] Update Smartsheet by moving all Phase II projects to new heading
+* [ ] New Footer: all About (minus Products/DO)
+    * [ ] Useful Links - JJ vision Pro, Contact Us, JJI, YouTube
+    * [ ] Legal All
 
 In person events should change register button to "remind me"
 Melinda will then add the 3rd party links into the event description 
@@ -335,6 +338,12 @@ Learning paths and programs to support knowledge journeys, including New Hire On
 
 Opportunity to host content & events for Employee Resource Communities; to have a shared space for learning and collaborating.
 
+## 500 Errors
+From Taylor: The most recent 500 error in the getting started was August 17th at 2pm
+* [ ] Look up DataDog logs for Talkspace
+* [ ] Use flashing continue button in the 1099 Getting Started Courses
+    * [ ] Color: FlashSpeed: Course: 
+
 ## Onboarding with BambooHR
 - Location is a filter in BBHR
 - Region is custom but not directly filterable, can pull analytics but can't filter 
@@ -364,7 +373,6 @@ Compliance: mandatory courses on topics like Data Security or Workplace Inclusiv
 
 
 # Swift Medical
-
 Gabriel, backend questions
 * didn't know about developer docs
 * is impressed with its extensiveness
@@ -434,6 +442,26 @@ Subsections
 Subheadings between them - 
 Add progress filter
 
+Kayla personal email: klambie@sympatico.ca
+
+## 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
+    
+* [ ] Separate Page with Completed Courses
+* [ ] Retake Course button leads to certificate pdf
+* [ ] Retake Course > View Certificate
+* [ ] Most/all Courses are 1 year expirations - all will be same length
+* [ ] Learner completes course with milestone, after 1 year, recert course becomes availble
+
+    * Last thing: VP of clinical brought up - how easy is it to make content accessible to a group for a sub group?
 
 
 # Wild Health 
@@ -643,14 +671,17 @@ Launching quickly is not realistic, moved back to November
 
 ## Tasks
 
-[X] - Create Implementation Plan
-[X] - End of August Launch
-[X] - Help Asia create course 
-[X] - Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week)
-[X] - SSO - Reach out to Chris ASAP
-[ ] - Provide Burns with a deck on competitive analysis of why NP is superior
-[ ] - Instructor page demo
-[ ] - Create categories for each OS List
+* [X] Create Implementation Plan
+* [X] End of August Launch
+* [X] Help Asia create course 
+* [X] Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week)
+* [X] SSO - Reach out to Chris ASAP
+* [ ] Provide Burns with a deck on competitive analysis of why NP is superior
+* [ ] Instructor page demo
+* [ ] Create categories for each OS List
+
+Asia off week of August 28th
+
 
 ## Notes from Kick off
 
@@ -988,11 +1019,15 @@ Status is they are mapping out and deciding what Northpass involvment should be
 - [ ] Wistia Project, what access do they have?
 [ ] Share button with /app/course within course viewer bright green 52 front
 - [X] EXpert led categories url not working
+- [ ] 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? 
@@ -1092,7 +1127,15 @@ 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 
+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
+    - * [ ] Pull master Spreadsheet of Learning Paths, MCA
+        - 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
 
 ## Meeting with OpenSesame re: SCORM files
 * Possibly missed events!
@@ -1101,6 +1144,11 @@ Molly wants to try... 500 people get a message saying "you're going to see messa
 * RPX now is OS' social sign on and SSO communication
 * Osano is used by OS but not sure how it would factor in
 
+QMC Audit, training audit by third party for training completed
+Rebecca Jewel, to reach out to Virun, Chief Medical Officer for this audit
+
+
+
 # Mark43
 
 We need Northapss to be able to parse the group id information in the JWT
@@ -1175,6 +1223,49 @@ Flow:
  Each district could be 2 people or 30 people 
  Are they enabling their distcits to forward the emails along?
 
+# Custom 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 isnt' factored in
+This has been successful now and is positioning for something better in the future
+    * They want to sell stuff in the future
+    * The idea is being planted, but its not happening yet 
+
+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
+
 ## Tasks
 * [ ] /app/course, change text to: "Courses | Great Courses from the comfort of your home or classroom."
 * [ ] Add personalized message to /app. 
@@ -1391,4 +1482,92 @@ They feel like this has been talked about for a longtime. Just waiting for a GO
 * [ ] Remove events from Homepage
 * [ ] Remove two buttons on homepage
 * [ ] Marketo - workflows? What data into marketo that can come from salesforce?
+* [ ] Update ILT Reg Page
+    * [X] Register Button Copy > Learn More
+    * [ ] https://TBD.TBD.com
+* [X] Remove Learning Paths from Templates (Homepage + Subnav)
+ 
+
+# Happy Culture
+
+
+# WellApp
+
+SSO? They need to gate content 
+
+
+# Douglas Elliman
+
+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
+    * 
+
+# Papa
+* 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
+
+# Nana
+* [ ] Send template blog, and academy screenshots
 * [ ] 
+
+# Meeting with Steve regarding my Accounts
+
+* Talkspace - Ummey and Molly - Outlier of his conversations
+    * LMS because they IPO'd - compliance became mandatory
+    * QMC Audit - Lets better prepare them
+    * 1099 audience, hard to manage course retaking because we don't have due dates
+    * Hired a contractor to work on data for this to combine NP data and their data to retake courses 
+    * Lets connect SE to the contractor - explore how we can architect this for them?
+    * Can we do data feed of their external data? 
+    * Next Steps: Conversation with Charlie & Contractor
+* Omnisend - Audrius
+    * Bad implementation, now in a good place
+    * 3 areas he would like to see:
+            * Customization of the Course Player (to match brand)
+                * Didn't understand that this was an enterprise thing
+                * Sales process not clear
+            * Faster Auth for OpenAccess 
+                * Initial load from email to academy takes 4-5 seconds
+                * More seamless
+            * Training Content unbundled from a course
+                * Wistia Project
+    * Next Steps: Speed up Auth and talk to Charlie about doing this
+    * Talk to him about Enterprise and show *everything* - Analytics, Workflows, Comms, Custom Course Player, etc
+* Swift Medical - Kayla
+    * Warms up after a while, seemed skeptical at first
+    * Certifications are the big thing for her
+    * She has to build everything in SCORM because they have to ship files to Hospitals who use their own LMS
+* Wild Health - Mike
+    * Steve and Mike really got along, Steve liked him a lot
+    * Big issue is authoring content
+    * Finds it very cumbersome 
+    * Acquired by LivePerson - apparently LivePerson acquired a bunch of health companies
+* Next Batch: Another Person from Talkspace, DeptAgency 
+    *