diff --git a/CustomerNotes/Dept.md b/CustomerNotes/Dept.md index fa9d776a..8e8b6ef0 100644 --- a/CustomerNotes/Dept.md +++ b/CustomerNotes/Dept.md @@ -52,4 +52,23 @@ Compliance: mandatory courses on topics like Data Security or Workplace Inclusiv * ERC Custom Page with categories for each department * Sub pages of custom pages? * Using ILTs dummy pre launch -* + +## 10/13/2022 +* Adding people to Google event via Workato +* Bas to create a fake google account (events@deptagency.com) +* Password is shared to Patrycja, she authenticates in Workato +* Northpass will then auto create the events and add people +* Accounts are "dedicated" and tied to his personal accounts +* If there is no event in Google, but it exists in Northpass, Workato will create the event. Amazing enhancement. + +### Updates for getting to launch +* Bas is getting the ok for a pilot and to launch! +* A specific country - Netherlands, 800 employees, the biggest - is willing to be the first to publish and work with a launch +* Setting goals & resources +* He spoke to HR director about budgets and what time and resources they have - sometime within the next 2 weeks. +* He demoed the system and they were enthusiastic +* Manager access & Admin, is not possible via API, so don't give anyone manager access just now +* He said people may need to be changed access on almost daily basis. +* Hopefully in Q1 we can create a new endpoint +* 3 Admins from the Netherlands team that will be creating content, managing data, & creating ILTs +* No need to push people along, so we just need to wait on Netherlands HR. diff --git a/CustomerNotes/Flink.md b/CustomerNotes/Flink.md index 41f42be0..c393bb00 100644 --- a/CustomerNotes/Flink.md +++ b/CustomerNotes/Flink.md @@ -1,5 +1,7 @@ # Flink +## 07/07/2022 + * MCA COLUMN ORDER: * School ID * Learner Name @@ -16,8 +18,6 @@ * Last Activity * Last Activity Date -## 07/07/2022 - Align on points of contact Concerns? They are the main contact for all back end structure and content Some teams - Simon's team for example - are country managers, such as Netherlands @@ -137,7 +137,7 @@ Other Hot topics in the Netherlands: * Needs info on events * Upcoming on the global level -## 9/22/22 +## 9/22/2022 * Banner Width smaller * Mobile view search bar becomes too short - Phone view * Chevron Carousel is okay for many courses @@ -161,6 +161,10 @@ Other Hot topics in the Netherlands: * Wednesdays are generally slow and could be a good transfer day * Wednesday 10/19 - tentative +## 10/13/2022 +* Soner to work on communications plan and roll out +* + ## Tasks - [X] Need to Hide some courses for an offline assesment diff --git a/CustomerNotes/HelloInsights.md b/CustomerNotes/HelloInsight.md similarity index 94% rename from CustomerNotes/HelloInsights.md rename to CustomerNotes/HelloInsight.md index eeec7f37..2babf160 100644 --- a/CustomerNotes/HelloInsights.md +++ b/CustomerNotes/HelloInsight.md @@ -1,9 +1,10 @@ -# Meetings +# Hello Insight Paula is main POC "Fastest purchase of a new platform" -## 7/12/22 Kick off Call Notes +## 7/12/22 +### 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 @@ -49,12 +50,12 @@ 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 -## Content Call 7/18/2022 +## 07/18/2022 +### Content Creation - For today, how we need to think about how our sight looks and feels - Suggestions and best practices - Design should be full embed - the entire site into their app @@ -70,7 +71,7 @@ Questions from Andres: - Mapping the content in the experience? Similar to Skuid Experience - [X] Send webSDKs, embed, webhook, and documentation -## Content And Creation +### Content And Creation * [ ] They want a recommendation engine * [ ] Search bar is important to show first * [ ] They want a saving mechanism - under your courses, there would be a "saved" option @@ -88,7 +89,8 @@ 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 +## 8/22/22 +### Content with Paula and Andres - 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 @@ -96,9 +98,8 @@ Andres/Paula - 8/22/22 - 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? - - -## Tim/Austin & Authentication Meeting +### Tim/Austin & Authentication Meeting * Everything will be delayed by a week. * Notion [Link](https://hello-insight.notion.site/NP-Proof-of-Concept-2357d6a1378a4dcdbe9bf77d95e73e6c) for proof of concept. * AAs & PAs are different users they have @@ -106,8 +107,7 @@ Andres/Paula - 8/22/22 * Users within an organization account * MAIN: Users should not be seeing any default Northpass pages (login, enrollment emails, etc) -## Design Handoff 9/13/2022 - +## 09/13/2022 * Hours Estimates * They want estimates of how long eerything will take to build it all for the MVP * Then we will decide how everything should be split up @@ -120,8 +120,8 @@ Andres/Paula - 8/22/22 * Properties & Logic (ie. static completions): 3 hours * LX Design: 8 with quiz styling * LX Quiz:HARD NO SAYS KAITLYN TBD -# NP Proof of Concept - + +### NP Proof of Concept As a software engineer, I want to implement a proof of concept integration of Northpass, so that I can better understand the effort level required to build the basic functionality necessary for Q1 2022/23 as well as test some functionality that will be implemented in Q2 and beyond. **[Prototype](https://www.figma.com/proto/TuxFyrXNmk7NnNy1SuWAJ0/LMS?page-id=113%3A859&node-id=158%3A3801&viewport=708%2C281%2C0.25&scaling=min-zoom)** @@ -135,8 +135,9 @@ As a software engineer, I want to implement a proof of concept integration of No - Users will not receive any other login pages, account creation pages, or account setup/management emails from Northpass. - When any user information changes in Hello Insight, this information needs to be reflected in NP for the existing user in the NP database. - NP components should be embeddable in other parts of Hello Insight, and users’ interaction with those components should be traced in NP and counted towards course completion as necessary. -o -## Design Showcase Meeting 1 - 9/21/22 + +## 09/21/2022 +### Design Showcase Meeting 1 * Their site is not mobile friendly * No need to do mobile view code for the time being * HI app is usable down to a portrait or landscape size @@ -155,3 +156,7 @@ o ### NEW Launch * September 28th - Full Launch w/ Campaign + +## 10/11/2022 +* How do others use company for marketing funnel? +* Expect a discussion in a month that talks about how to create users from HI, api calls, limited delays. etc. diff --git a/CustomerNotes/SPSCommerce.md b/CustomerNotes/SPSCommerce.md index 50bd4ee2..46d59ba3 100644 --- a/CustomerNotes/SPSCommerce.md +++ b/CustomerNotes/SPSCommerce.md @@ -16,6 +16,32 @@ What other shortcomings are Workflows a bandaid for? * 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? - * -Include in analytics meeting: Kathleen Olson: kmolson@spscommerce.com +## 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. diff --git a/CustomerNotes/SkuidSkuad.md b/CustomerNotes/SkuidSkuad.md index af456cc9..6a380d68 100644 --- a/CustomerNotes/SkuidSkuad.md +++ b/CustomerNotes/SkuidSkuad.md @@ -1,6 +1,7 @@ # Skuid -## Meeting with Alexa 7/21/2022 +## 07/21/2022 +### Meeting with Alexa Agenda sent to us by Alexa: 1. Popups -- need to explore this possibility to have a popup box alert users of messages. @@ -23,3 +24,6 @@ Skuid Progress Bar disappeared, needs to be completed by October Directly from janel: How can we dynamically associate learning paths or "next course" based in learning path. They don't want to create an individual course per group per learning path to have +## 10/11/2022 +* Unsubscribe per message, not ALL messages +* "Click here if you want to unsubscribe from this..." diff --git a/CustomerNotes/Walmart.md b/CustomerNotes/Walmart.md new file mode 100644 index 00000000..c835cdc9 --- /dev/null +++ b/CustomerNotes/Walmart.md @@ -0,0 +1,7 @@ +# Walmart + +## 10/11/2022 +* Cam back on Monday +* He will send Figma file with all the screens so that Walmart can review and ensure they are up to date. +* Cam may also be able to provide a process to make this approval sequence even more +* Talks about a Figma shared space, but usuing the existing OneDrive may be best. diff --git a/Timetagger/_timetagger/users/norm~bm9ybQ==.db b/Timetagger/_timetagger/users/norm~bm9ybQ==.db index d3d0b5d6..abca2781 100644 Binary files a/Timetagger/_timetagger/users/norm~bm9ybQ==.db and b/Timetagger/_timetagger/users/norm~bm9ybQ==.db differ