From b0dc353bf00acc15165c5f793e7fd6709c5e9204 Mon Sep 17 00:00:00 2001 From: Norm Rasmussen Date: Thu, 13 Oct 2022 10:13:14 -0400 Subject: [PATCH] more notes --- CustomerNotes/Dept.md | 21 ++++++++++- CustomerNotes/Flink.md | 10 ++++-- .../{HelloInsights.md => HelloInsight.md} | 33 ++++++++++-------- CustomerNotes/SPSCommerce.md | 30 ++++++++++++++-- CustomerNotes/SkuidSkuad.md | 6 +++- CustomerNotes/Walmart.md | 7 ++++ Timetagger/_timetagger/users/norm~bm9ybQ==.db | Bin 94208 -> 94208 bytes 7 files changed, 86 insertions(+), 21 deletions(-) rename CustomerNotes/{HelloInsights.md => HelloInsight.md} (94%) create mode 100644 CustomerNotes/Walmart.md 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 d3d0b5d62f769622e8fe0fcc757a775ac3125001..abca2781c46c901bed6a0403e855846af5483a80 100644 GIT binary patch delta 3648 zcmbVPe^3mF{pTqfMBWtR*i-r2xzLY z#ZwbIiMDPwxDw4ojY-Ezj3P6+Olw=kHkQZ)1!Low(TlZ}PK_~B?Iay$?Dy^Rt*n3c z5199R_zs@;dEfVWKendaTT|{m6TopTXC64-Rr}sgvV6AzK@b_CI^S*oYe9~AlI;wv zWX^YKgFX<{%ZJ|TeywyC@C_3*yhae|Mo$LlpkS1yKezBrDtL}~Thk77A6OIy#+h1R zpdYdNaL;~^A4WImQr#1OiliHKK0b@2&+6;qk7d)J1Umv*?BCf8@2gCCAP`#Zx$K!m zSL*xX`6PW#%d7`;)CmuFPdp9fC)wg=moUxo?;`~5F?-tqmJ{fMm! zyuvP^OWAir`N1XhF3%dK#jAzlK8gKPsF(gW_zis}bjf?ozrmlzq*#$o1aEi;*?!va zzaDxv__6P5m-Y*)-A_(zYg^J-zOcLmhLsD-%d4vEi($CBzP`Mot*i)!MNQ?;RIhEQ zhhbCm`pVM6#dR>;v|;hul8TmfFx*(VplEI5(rOrPj?ZhYU)H!0hIMN;uZlM{%!gsq z3sp&y({yv%d))E{ti);Y5eXK0-n1E*=7sREpod;7`3G3Xq+m_>W%Y4?7W9$DbM|Oo%j&#N;$8?WVj-2nD za%A>7ps4-EzwD)e)y0Ukp3t7`*;aj%@|ANpe_sou27; zk?soW3^mhbXxa*+e;sglzjJyyxdP519Nt8_XJTT5hoW$DFHdP$wP{Lz-V_W>nUOc8 zu?->-NfIS4CMg0$+9Eb0Nl^tMyp6;p*{D@O?j-ZN6pjg;#0x(!`10asRJdoS3R_Dp zp6=;3&Nc?<@x)02e64#g%yg9!CpGOwH9-*6bVv`fdknIB8M4Ef+w3slU?=jtEb^n- zK?Kqp&Ca@`pShlwYldQ&7a}rm(R=C1&oBR2g^i~cesx4&yV!VRQD^t&ft{=ZV#GM& z5aIc)XBz!0_rKlCsI#Gl;6QLT`z~>a4F$F^|6t1ezw=M^ZTJ3*n(o>SW|8;ETF|c- zTv*ed0n>O1rhyA;r-1=S8c;Pc!a35AWknDjX~;@6hGbvaii$N=ZE9?;Yi&ipr*%}Z z#7H#EMcX5=A`;TS_wu$6tJI=v=hULqEpIvDCK6*IxAl-4?tYsa2Atd^h38B`?FNuy zvKSf7O~Q9ZxUJOpm4)&|6OM%y5tc+k-7r9B4u8J|8If9&UD4hD^){L$2;+1u=gq=3K`@1v>9XI5yntE3GsW#SmJm`Q%EQW zBj+iQgJ{D0N?3?0GAG0kP4~cMb*5Uv3?Zt?ApnZJB(Yu7+R-%m;&_T}8W?cWfJK$f z5@H&n!bJsnv~Z#ll|)fL)iXI4^?)ox7DAL05sQnx|IGZaX`*V;{oG^;15Qz~@kELU zH3kQRbJ(M7R$vG7Ewjwu63I0k#g^(?o!XXK6UZrVR8)667SU{ z#(5@g15icmVm5sYJW5}RIqS{|9B+2%!@-ZrQAJPOoQmi}Ny8i`%6vpL=|9-|T%B5+ z*{2rge3v{v8%zhrSRU*#hB$B_d3_F;42qm?-jLQIUlaa;a&h=g~-@C1so!z?+650NuD3h0z8XekFPd?}Y0rb+z26teAJc8lR1LM=c9r`Wz z19t=US8BfN16LNgqf7f3)Fg1Wct6|OV!)X#951Imn3LtO2MaMyWCD~f`am=s6$M37 z%(=^Yo4o{Qt`dD2b0&cU29pkU8OO3fr_r1S_Q&z+vYBAO$plu}vL#!01sd=p+klI5 zF{7&vOn|e6J|Kt1s2~XfZ??t#!=L?4Ev5?8V#Y{boCIb9{d`&H(!>PVo^IHlc*ogH zFyLS!@{vf?oF$tH&q?uRQR^A zdkDV)>_3kI$DbFGIB` z`*uU=t{Ydzg1r>gL+sJCT{VeJD99!#2!0mXj4=7^cWVD<*1F2%Ov-vgBgJGd`NU?nwDIe2`Wh{IEU!evCz5T?ddMhM6|5X(BOf@7+PR>PmW;b zw!oXn!mMWxeo&2Iy~q%;*J2E%faMv%+I!K6;Q7NBQSEVKVGJz@yn8T)j18M8#?Tu8 kKRiY-^WlTvR3n%<66;ruxBmGU0nLKrmP-Dm3drOB2aps%RsaA1 delta 903 zcmYjPe@In#6#t%k@Av-r-uu1RsrBAd3pbrvGBmRhWi_^xthU}`OQ9%)Fls3^b7QO# zE?o;-%P(Kw`|fFyL;IuOyIk;&Z7`RUil~<*fvlEAKORY~uwZ`#+qLbF9XN+`KAiL6 zoDZjU0=G`!&Rj^cymuh!)*oFSA{`P!DARi3G>{Iv%$!S;)&~2W%eE10j-UbLb*!oc zc?u;Mi$gZwx~7W;14iI4jq=;0NiX^Ce1I&`T?9!y4cmOxsL)7|jj4CJ7A@fw(aL$w zLwzl2wK|<%{k%c!6V7uhZE`zqh3Gw+t?x5qmgQ{Gu4|RNFS?lDh!%1www~9=ve#HY z8*O%rx!ddP>`5o3g&rnT0WbT#dF7TfP@Tg_&jIZ@+H`kQk>{nLKrjOl-nk4dIE zK^NM0^lLOl4mca^LF0FqRbcOKZGJ=^lZHHP=P__u2JnfGus71Yoc@cp{vX|2xinCT z%R{9Ef1v!Tl*&SS!Pq8oh5+`C3~iKn!`dEC3^!RyNcs$Ma-|gCgtyT##v1V#2r0!b zy98oSBN$%W)jf1cpiCH2NRMehYDMZdcnYsqhMn#9ReLGzr;hcxdEb1G{6q?jHhoel zmJdqLqwjfD+)T)p5UWA*_?ci2~^Ms~5pv zShT+ehy9k@Ul@?7t|-rfUa>hh zShYVBI>m4fd@HI$z=bz62>WM1T#SdHOLRwq@@Y0Cu+fV!676{b_(l#S#FN~hrzsqi z$7ey8VzndA*dY;`6&$s4Hv9kzLQvweIpFVp1&YBxmj!cS@GVd>