more notes

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. 

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

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. 

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.

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..."

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.