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Walmart Luminate, Other company notes

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Norm Rasmussen
2023-01-27 11:40:15 -05:00
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CustomerNotes/Anthology.md Normal file
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# 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.

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CustomerNotes/Artera.md
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@ -34,8 +34,7 @@ By adding people ahead of time, this covers Artera's butt by adding and enrollin
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?
TODO: If a Manager in an academy with SSO turned on, does it not know how to reset password?
DONE: If a Manager in an academy with SSO turned on, does it not know how to reset password?
## 01/12/2023
@ -45,4 +44,21 @@ Course progress stats, but week over week
70% average course completion is her standard
She wants a week over week course
TODO: Setup custom report with WoW of course progress.
DONE: Setup custom report with WoW of course progress.
## 01/26/2023
### Certs, Custom Reports, etc
TODO: 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.

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CustomerNotes/Kiwi.md
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@ -25,11 +25,11 @@ 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.
TODO: Give Joey & Miguel an updated order form with the new terms, they need it for their records.
TODO: Send different pricing models - unlimited MAL, etc?
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.
TODO: Turn on Workato
TODO: Send Miguel webhook info, workato, what's available, snowflake/looker, and the custom extract.
DONE: Send Miguel webhook info, workato, what's available, snowflake/looker, and the custom extract.

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CustomerNotes/LarsonTexts.md
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@ -96,6 +96,7 @@ It is a sticking point to be in control of teacher's emails and contacts
## 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.
@ -104,13 +105,14 @@ It is a sticking point to be in control of teacher's emails and contacts
* 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
* 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.
@ -177,6 +179,13 @@ The new platform (Ada) is not yet integrated into Salesforce.
Next Steps: Discuss segmentation & group provisioning.
TODO: Send Chris Information regarding embedding, authentication, groups & people, properties, and what design changes are available on enterprise vs premium.
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.

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CustomerNotes/Quantuvos.md
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- Design - Chris' team
### 8/22/2022
Chris Burns is a fractional CEO and will be leaving Quantuvos at the end of the month
Folks are sick (Lukemia) in NJ and he can't manage both
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.
-
*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] 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
@ -34,7 +36,6 @@ Launching quickly is not realistic, moved back to November
Asia off week of August 28th
## Notes from Kick off
See Nick's implementation Plan
@ -44,39 +45,40 @@ 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
Chris' team uses Figma pretty heavily
Launch is August 29th (week of)
Vegas Conference - 1st week of September - September 13th
Vegas Conference - 1st week of September - September 13th
## Meeting with Chris Campbell
Full embed Ideally
Either via API or embed
Open either way to the various options
- [X] Requested an overview deck
- [X] Has reviewed Developer Docs
Quantuvos app, video session and can join to take it
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
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
- [X] Create a draw.io diagram for their programs and how it would map to groups.
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?
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?
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.
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?
@ -86,19 +88,36 @@ From their own coaches - Proprietary Content
The rest comes from Experts - experts in certain fields (time management, podcasts, have published a book, etc)
## Meeting with Group + CEO
* one group per customer
* A program is a subset within a customer
* Subscribers are the whole group
* 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
* 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
* 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.