norm/Gainsight
1
0
Fork 0
Code Issues Pull Requests Packages Projects Releases Wiki Activity

Changed some scripts for Walmart screenshots and Cloning courses. Updated a bunch of Notes from Pipedrive, Copado, etc. Updated Cin7's templates.

Browse Source
This commit is contained in:
Norm Rasmussen
2024-04-30 17:39:45 -04:00
parent 3322549ca5
commit 8a00d21ff6
12 changed files with 227 additions and 292 deletions
Download Patch File Download Diff File Expand all files Collapse all files

19
CustomerNotes/Copado/Copado.md
View File

@ -20,3 +20,22 @@
* Copado really needs a "restart". They need to be re-energized and reinvigorated. The "why".
* Bi-weekly meeting with the team.
* No one knows what's going on.
## 04-30-2024
Update from Charles:
* Opinium is an SFDC plugin
* They want to see what customers are certified, what tools are they leveraging, etc.
* Gainsight Dashboards will be key.
* Reporting is at the heart of all this --> decisions on what cert program to launch, etc.
* Ashley only mentioned the data transformation project after the sale closed - right before implementation.
* That's the key driver.
* Ashley got her stuff done, but other team members wouldn't show up for calls. Some turnover and lots of moving parts at the company.
* This explains Herminio's lack of response.
Main Goal:
* Discoverability
* Reporting
Design:
* End goal crazy designs, but that is least priority for now.