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Walmart Notes, Skuid script, etc

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Norm Rasmussen
2022-12-07 14:10:10 -05:00
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CustomerNotes/SPSCommerce.md
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# SPS Commerce
## 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
[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
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
* 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.
## 10/12/2022
- 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 dependance on the continue button is too high.
* Matt would be more interested in an "activity view" type analytic.
- 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.
- 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.
TODO: 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 editor/RTE - just copy and pasting it into Northpass.