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Northpass Academy

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Norm Rasmussen
2022-07-27 12:50:25 -04:00
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CustomerNotes.md
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@ -1,3 +1,11 @@
# Table of Clients
| Clients | | | |
| ------- | -------| ------| ------|
| [Crayon](Crayon.md) | [JJSV](JJSV.md) | DoubleVerify | Dept |
| Swift | Wild Health | 4Pillars | STOPIT |
# GENERAL TODO
- Allyson Meeting:
@ -17,19 +25,16 @@ What is required for launch?
# JJSV
** Think Boutique when considering the style **
## Todos
- [X] Channel Cards should say 33% viewed not complete
- [X] Add timing to activity titles (Melinda)
- [X] Add timing to channel card (Northpass)
- [ ] Challenging Case Content, split into different courses
- [ ] Dont share SCORM course Phaco Funds with Dr. Sam Garg
- [ ] My Topics - changing to what?
- [X] My Topics - changing to what?
- [ ] All Channels should be All Topics
- [ ] Learning Paths >> Programs
- [ ] All other topics >> Modules
@ -41,20 +46,25 @@ What is required for launch?
- [X] For non-logged in, Events and My Topics should not be availble
- [X] Melinda to provide links to privacy policy, cookie, etc
- [ ] Name, Email, Company Practice Name, City, State, Country, Role Section, ADDITIONAL: Specialty,
- [ ] Ask Marek about newsletter communiciations and if we can segment by certain groups or people
- [X] Ask Marek about newsletter communiciations and if we can segment by certain groups or people
- [ ] See if we can expand the number of Properties
- [ ] State, Region, City, are all needed Properties
- [ ] If we need to back off on card content properties (course properties, such as time)
[ ] Programs > Bummer, you're not part of any programs
[ ] Other Topics > Yikes! You aren't accessing any any modules
Events should be figured out by your demo -
[ ] Other Topics > Yikes! You aren't accessing any any modules
* [ ] Ping Tigue regarding [BPRA](2022-07-25_bpra.md)
Events should be figured out by our demo -
* [ ] Add featured content spotlight box that moves the 4 boxes down
* [ ] Can we showcase videos on the main page with a little modal?
* [ ]
### Notes
Customer base: residents, fellows, surgeons, optometrists, opthamologists
Chapter Content
Registrations will be a link that Melinda will manager
** 7/18/2022 **
### 7/18/2022
Role is what will decide what content they have more than region or location
Content is by role
Events is by State
@ -262,7 +272,7 @@ Iorad was a decision factor
They need it for at least this year
# Unknown Notes
## Unknown Notes
Pilot Courses: we are working on multiple pilots for training courses on a broad spectrum of topics. As an example, we've started building out a 'PowerBI & Data Insights Introductory course' in our Northpass environment already
@ -274,6 +284,18 @@ 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.
## Onboarding with BambooHR
- Location is a filter in BBHR
- Region is custom but not directly filterable, can pull analytics but can't filter
- US employees have state-specific courses
- Based on location tag in everfi system
-
Global > Dept > regional > role
Location based Onboarding
Role/Dept based Onboarding
They have a mock up of their design for the page (Figma Mock up)
@ -530,13 +552,14 @@ ILT wont work because they have to do instructor led training within a course
## Tasks
[ ] - Create Implementation Plan
[ ] - End of August Launch
[ ] - Help Asia create course
[ ] - Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week)
[ ] - SSO - Reach out to Chris ASAP
[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
[ ] - Instructor page demo
* [ ] Create categories for each OS List
## Notes from Kick off
@ -605,6 +628,17 @@ The rest comes from Experts - experts in certain fields (time management, podcas
[ ] - Find examples of search within the page only
[ ] - Submit ticket with Figma files for design changes
[ ] - Activities in a course is a step in a how-to
[ ] - See if circle button at bottom of image can be clickable
[ ] - In terms of images, what format are they using? PNG -
Iron out user experience
Contact us and back to FCIB same as corporate site
Create categories for the links
Add the "active state" CSS for each link
POS training falls on cash management
Elisia handles the training cash management engagement
She might need to connect with us to utilize the platform
Andre in that meeting aswell
# SPS Commerce
@ -695,6 +729,38 @@ Advised to start at the highest level and most broad groups, then add people to
Figma file questions
They need more training and enablement They will follow up for Figma files and setting those up for design
### Meeting with Simon & Timo
Training and Content Team for Netherlands, Switzerland, Austria
2nd biggest market with 65 hubspot. German is the biggest with 100+.
Distribution/Hub manager for Netherlands
Has some bottle necks:
- MCA and 5000 entries
- Learning Path Analysis
They manage everything from a google sheet
Hub managers have access to this google sheet
Currently manually sending emails and follow ups - NP communications are weak
Looker account within Flink, how can we get the data into Looker? (Upsell a Secure Data Transfer)
Scheduled Delivery would be great too
This would be useless if the the values (of location) are not in there. Can we do a scheduled delivery of an analytic with property filtered
Source of truth is Big Query or Looker for the country manager and job title (HUB)
Can we API into the properties?
Wants weekly analytics -
Other Hot topics in the Netherlands:
- Frustrations with ILTs
- People can register for multiple sessions within an event (they shouldn't be able to)
- Can we prevent them from multiple sessions?
- Simon doesn't have the admin possiblity to unregister people from sessions
- He wants to register and unregister people
- If Simon increases the number of seats, that person can't re-register because they have already been denied
- Waiting list isn't good because a denial is a forever denial
- Needs to create a custom notification for a confirmation. They have a confirmation that they have booked, but no confirmation of the dates, link, time etc.
- In order for the people to get this on their agenda, they have to click add to calendar, it should be doing it automatically (this is what other LMS do)
- Very frustrated with the manual work, so much so that they aren't going to use it at all anymore. Just using it on a calendar invite on their own.
- Don't like that you need multiple courses per language.
- Quizzes: needing multiple quiz for every language.
# Humly
## Technical People
@ -731,14 +797,12 @@ Status is they are mapping out and deciding what Northpass involvment should be
# Omnisend
## Tasks
- [ ] Wistia Project, what access do they have?
- [ ] Share button with /app/course within course viewer bright green 52 front
- [ ] EXpert led categories url not working
- [ ]
[ ] Share button with /app/course within course viewer bright green 52 front
- [X] EXpert led categories url not working
o## Notes
## Notes
Can they embed a video from the Wistia Project video into Omnisend's product?
@ -752,7 +816,7 @@ The key is a single video
The logic should be if a single video exists skip cover page
#o## Video on overview page
### Video on overview page
Course card, will also enroll person in course/activate them
Bring in video from Wistia Project
@ -797,8 +861,20 @@ Alison out week of July 11th
Question: discussed during sales process, badges and points
Back fill badges
* [ ] Test Todo
- [X] Send ticket for font changes
[ ] Northpass ACademy Dashboard Personalized Copy, same as NP Academy
[ ] Keep learning path card formatting, scroll left to right
[ ] Calendar - does Recast have an embeddable calendar? Feed is okay instead of calendar replicate Northpass academy calendar
Chris to provide blog feed
DV featured courses should have description short description
remove events leave or remove column
main page links up top like swift
RTE within course viewer not picking up font change
- [ ] Send ticket for font changes
# Talkspace
@ -824,6 +900,13 @@ Comms each group are necessary
They shouldn't need to switch groups once in this
Pre registrations
Non CA link, 740 attempted learning path
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
# Mark43
We need Northapss to be able to parse the group id information in the JWT
@ -849,6 +932,35 @@ If non-value users are allowed in, how do we keep out competitors?
* Charlie Question: Is there a centralized place where all the information lives? With minor dev resources, we could set up API calls to constantly update their Northpass people and accounts
* Whenever something is changed in their system, auto updated (i.e. someone changes departments)
## Meeting with Brian re: SSO
They have a lot of clients without SSO
They are not an IDP, but are a service provider
Non SSO users do a bulk upload into the Mark43 application which allows the user to sign in with an email/password and then sends them their 2FA code.
In their ideal world, how would Mark43 like to access Northpass?
- Ideally, non-SSO customers will have a username and account without Mark43 having to manage the users.
- Accounts are then managed by their users in their application (sounds like customer application)
* There would need to be a second instance for non-SSO users.
*
Last CSM said Michelle can't do groups with their current SSO, and a NP Manager will still see other companies and agency names.
There are some internal issues with customer discussions - colby, brian, michelle, and someone else?
Security review needed internally
Them setting up as an IDP is not out of the realm of possibilities, but they would have to have a discussion. They generally only handle the handshake one way, so this would be two way.
They don't know if setting up an IDP is the "technological direction" they want to go in.
Renewal - they will be wanting an instance of partners as well. They will need different content.
Professional services leadership - karim and calvin
Mark43 does have a database with all their user information, but that's the short answer. Long answer is that it isn't easily accessible.
Charlie suggesting that using the data in the DB we could auto-provision groups for each agency and client.
Michelle - meeting internally to discuss security for manager permissions
Partner instance and SSO expectations
* [X] Provide Brian with Documentation on what's possible with SSO and what's required of them
* [ ] Let Brian know if we integrate with B2C - Charlie replied saying we haven't had issues integrating with Azure or any Microsoft product
# Larson Texts