norm/Gainsight
1
0
Fork 0
Code Issues Pull Requests Packages Projects Releases Wiki Activity

Updated some todos and notes. Added Datasnipper. Archived old notes.

Browse Source
This commit is contained in:
Norm Rasmussen
2023-08-28 16:33:25 -04:00
parent f30449b8ef
commit c03f332ad3
81 changed files with 75 additions and 48 deletions
Download Patch File Download Diff File Expand all files Collapse all files

100
CustomerNotes/Dept.md
View File

@ -1,100 +0,0 @@
# Dept Agency
## 09/15/2022
Thought Iorad was included, not an additional cost
More than one person interpreted as included
They don't have a budget for this and their debrief was all about how easy Iorad
Charles was the best salesperson they ever had, CPO thought he was the best
Iorad was a decision factor
They need it for at least this year
### 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
Other Traditional e-learning content such as Leadership Development courses, Handling Conflict courses, etc.
Onboarding: this learning path for new employees would be a combination of all of the elements above. New starters would walk through several courses on e.g. our Code of Conduct, watch recorded videos introducing them to several worklife aspects & sign-up for live workshops with other new starters
Learning paths and programs to support knowledge journeys, including New Hire Onboarding, New Agency Onboarding, New Leader Development, etc.
Opportunity to host content & events for Employee Resource Communities; to have a shared space for learning and collaborating.
### 500 Errors
From Taylor: The most recent 500 error in the getting started was August 17th at 2pm
* [X] Look up DataDog logs for Talkspace
* [X] Use flashing continue button in the 1099 Getting Started Courses
* [X] Color: FlashSpeed: Course:
### 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)
### Original Agenda for Account
* Events: workshops or presentations with a live audience (in two forms: with limited and unlimited seating)
* Recordings: recorded videos from previous workshops or presentations that can be viewed at any moment
Compliance: mandatory courses on topics like Data Security or Workplace Inclusivity through our provider Everfi. Regarding their output, I was able to find on their help-centre that they use SCORM 1.2 & SCORM 2004 (3rd edition).
* 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
* Other Traditional e-learning content such as Leadership Development courses, Handling Conflict courses, etc.
* Onboarding: this learning path for new employees would be a combination of all of the elements above. New starters would walk through several courses on e.g. our Code of Conduct, watch recorded videos introducing them to several worklife aspects & sign-up for live workshops with other new starters
* Learning paths and programs to support knowledge journeys, including New Hire Onboarding, New Agency Onboarding, New Leader Development, etc.
* Opportunity to host content & events for Employee Resource Communities; to have a shared space for learning and collaborating.
* 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.
## 10/25/2022
* Bas leaving Dept
* Last day is November 11th
* Bas to intro Copita and other new PMs for this project.
* Bas has meetings this week for usage and Pilot in Netherlands
* Lost his trust in the Netherlands people to actually implement it
* He will be discussing with global management this week to get them to use Northpass for content.
* They have begun working lightly with it, but he is trying to get them to rely on it more.
* Netherlands is 700 employees, Global is project focused, currently for 2 projects, ~60 users.
* [ ] Norm to reach out to certain people to make our name known around the org. Bas may help us to make intros.
* Treat Dept like a teenager.
* Last two things Bas wants us to keep in mind:
* He has full access to the email & password for the Google Calendar integration. He is waiting on a confirmation from IT before handing it over.
* How and when to roll Northpass out for smaller projects. How to treat access for managers and admins?
* Meeting for next week: can we move to 11am to accommodate Kopita, who is PST.