larson, omni, kitman

CustomerNotes.md

@@ -126,6 +126,41 @@ Molly should not have access to course Marketplace
 # DoubleVerify 
 - google sheets formula to add True/False to a cell if previous cell has a DV email or not - =IF(REGEXMATCH(B4, "@doubleverify"), True, False)
 
+## Meeting with Mark Protus, New SVP of L&D
+Questions about usability
+Do we have a common database or individual databases per customer?
+    - common
+
+Thinks the user experience isnt the best, espeically as it relates to SCORM
+Conflicting table of contents with SCORM files
+Both have Continue buttons at the bottom of the screen which is confusing
+They refuse to put in milestones for some reason
+- [ ] How can we provide the smoothest SCORM format and experience?
+- [ ] Send him best practices for SCORM files 
+
+Shot down my questions about what HIS ideal SCORM experience is.
+What settings need to be set to export and allow auto-full screen in SCORM?
+Best Practices for SCORM? Whta are other clients doing
+Share as many best practices.
+
+They are moving in the direction of SCORM only
+And a microlearning approach 
+From a learner's perspective, if he's authenticated as himself, how can we serve up perscriptive learning?
+
+Other things to share:
+- [ ] Screenshots of other academies
+- [ ] Vidyard 
+
+Send best practices
+Examples - vineyard recordings
+What are other enterprise clients doing that’s successful?
+TOC and Continue buttons are confusing 
+Same with surveys - continue button is confusing
+New browser window - 
+They cannot check if they actually completed the SCORM package or not 
+How to check in analytics 
+He wants to add timeframe for when they have to complete next training?
+Quizzes - how can we take out SCORM data?
 
 
 # Dept Agency 
@@ -582,3 +617,81 @@ If non-value users are allowed in, how do we keep out competitors?
  * Whenever something is changed in their system, auto updated (i.e. someone changes departments)
 
 
+# Larson Texts
+
+3 Points for our Meeting
+ - Analytics
+     - First back to school season, in October post-mortem report on how year one went
+     - Wants to discuss data points that would lead to ROI and KPI
+     - Survey or NPS scores 
+     - Email other important metrics for analysis 
+ - These numbers are very low compared to the number of people invited 
+     - The number of groups is the number of total invited groups/clients
+     - People can opt out, 
+
+Flow: 
+ Auto email goes out with a description of how to get into the academy
+ No one clicks
+ 110 clients have been invited and each client is a districts
+ Each district could be 2 people or 30 people 
+ Are they enabling their distcits to forward the emails along?
+
+
+Suggestions:
+ o
+
+# Hello Insights
+Paula is main POC
+"Fastest purchase of a new platform"
+
+## Kick off Call Notes 
+- Paula: admin, poc, content and structure of groups. main admin 
+- Tim: Product, overall strategy, creating space for Andres (Designer)
+- Andres: Product Designer, UI and design, aligns with brand guidelines, working without engineering team 
+- Jaime: Front end developer, main features of front end of application
+- Daniel: Engineering Director, SSO, support for engineering 
+
+Paula's priority is to get it up and running, she wants to migrate content
+Integration and Working the way they want to 
+
+Phase 1: End of Phase 1 should be top level nav with a user logged in should see dashboard, reports, etc.
+Learning Center > Northpass > Resources 
+View port is something to deal with 
+Out of the box UX, then determine what layers need to go in there 
+Mid to late September is Phase 1 - Early October is when users will be onboarded 
+Phase 1 UX: Login to HI and they are on their dashboard, top level nav is still in HI 
+Click Learning, Active State indicator, 
+Learning should be accessible to non-members 
+
+Is HI an identity provider? They store passwords in postgres, unsure about SSO/IDP
+Self sign up users need access to learners 
+
+Paula's plans to get content: they have courses and PPTs, recorded PPTs and videos 
+They have placeholders to throw in there 
+On launch, some basic courses, 2-6 courses 
+LMS system with just "getting started" "plan your journey" etc. 
+While those get up and running she will start to populate with deeper content 
+What courses support the user's journey in the platform? 
+Categories and Subcategories
+Role, member journey, group, contract, etc 
+
+*Design/Andres:*
+Needs to design the things that will be added to Northpass 
+Strokes, columns, etc 
+They want to make sure that what the "headless" look and feel like
+
+Phase 2: taking certain components out of Northpass and then embedding into Hello Insight experience
+
+Tim: Next week is a big SSO hand-off tech week for HI 
+Design and elements need to be understood
+Paula needs to chat with design 
+
+Paula: 
+What are our options to give people a bunch of downloadable PDFs?
+How about a course with just a single video? 
+What options do we have? 
+
+Share some examples 
+
+Include Andres with any Paula conversation 
+