strategos

CustomerNotes.md

@@ -77,13 +77,15 @@ Events should be figured out by our demo -
 * [X] Add all groups as per Kaitlyn's info 
 * [X] Wants to start putting in content by the 15th August. 
 * [ ] Create and send document for Melinda's instructions to add categories.
+* [ ] Delete all courses and everything from Media Library 
+* [ ] Let Melinda know when clean state has been achieved
+* [ ] Create documentation for categories & adding courses to groups - understand catalog vs. groups
+* [ ] Update Smartsheet by moving all Phase II projects to new heading
 
 In person events should change register button to "remind me"
 Melinda will then add the 3rd party links into the event description 
 Figure out events setup
 
-
-
 ### Notes
 Customer base: residents, fellows, surgeons, optometrists, opthamologists
 Chapter Content
@@ -472,6 +474,9 @@ module 7 -> coaching philosophy
     * [X] Know your ProductIDs
     * [X] One Product per Course
 
+* [ ] Modules 1-12 combined into a single course, moved to the Education Portal
+* [ ] 
+
 # 4Pillars
 Code igniter information
 RDS on AWS SQL database
@@ -623,6 +628,19 @@ ILT wont work because they have to do instructor led training within a course
     - Content/Admin - Asia Jarosz
     - 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.
+- 
+
 ## Tasks
 
 [X] - Create Implementation Plan
@@ -632,7 +650,7 @@ ILT wont work because they have to do instructor led training within a course
 [X] - SSO - Reach out to Chris ASAP
 [ ] - Provide Burns with a deck on competitive analysis of why NP is superior
 [ ] - Instructor page demo
-* [ ] Create categories for each OS List
+[ ] - Create categories for each OS List
 
 ## Notes from Kick off
 
@@ -1251,6 +1269,16 @@ Modality - information architecture of courses
 Availability (Blocked, Active, Full/Invisible) should also be part of the course struture
 Pre-Requisites
 
+Andres/Paula - 8/22/22
+    - Andres knows where everything will be embedded in the marketing sight
+    - He presented a medium type prototype
+    - Featured courses: want to show a current, last enrolled current
+    - Featured Courses - on the right, featured, new courses
+    - Based on time of release?
+    - Courses for you - based on categories
+    - They want to show how much time is left - can we change it to percentage?
+    - 
+
 
 # AIIM
 Workflows Demo
@@ -1353,7 +1381,14 @@ Concerns? None, Mitch and Jordan need to do salesforce piece
 
 They feel like this has been talked about for a longtime. Just waiting for a GO signal.
 
-
-
 * Salesforce integration
 * Launch with 9 courses
+
+* [ ]  Back to my courses should go to dashboard on all courses
+* [ ] Header: Remove completey, everything should move up
+* [ ] LX: change header to grey
+* [ ] Remove header in Templates
+* [ ] Remove events from Homepage
+* [ ] Remove two buttons on homepage
+* [ ] Marketo - workflows? What data into marketo that can come from salesforce?
+* [ ]