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

CustomerNotes/H1.md

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-# H1
-
-## 08/01/2022
-
-### General Check in & ongoing issues
-
-- Open Access might solve some of their issues
-- Reconsidering their relationship with Okta
-  - Okta tripled their cost and doubled the per person cost
-  - Okta authenticates their entire application and for internal use
-- This change will be the most pressing for when they decide
-  - Should be decided on within 6 weeks
-- CSM team uses Catalyst
-- Sales team uses Salesforce
-
-- Haven't really used Northpass reporting
-- They contractually provide a training system
-- They need to figure out how to get the right training to the right people at the right time
-- Smaller clients get 1 in person training, the rest via Northpass
-- QBR show utilization or change - increase enrollments and actually starting the course
-- They need to track if no one is logging in and how to reach out
-
-Within a month Marceline will have some additional information and it seems like good news for her (a promotion?)
-
-Next meeting: September 2, 2022
-
-Data that's important:
-
-- Quantitive is important, but not wholly
-- Monthly avg users - if it decreases by 15%, bumps down to amber
-  - Only way the can talk out of that is Europeans on vacation
-  - Real reasons
-- Logging in every 30 days
-- Utilization health, stakeholder health, Monthly Usage
-- Don't want to be single threaded
-- "Get well plan"
-- Are you creating successful relationships with others in the org
-- CS Analyst that pulls platform analytics per clients
-- Utilization over the last 12 months in multiple graphs
-- Requirement: first week of the month to download and send it to client and open door for conversation
-- H1 uses full story, but some metrics are incomplete
-- Ad blockers dont work with full story
-- Look for trends in data and utilization
-- Are ppl using a specific search more than others
-- Favorite trick - ask for time on a team meeting
-- Aggregate Support Article metrics
-- Divide stakeholder relationships -
-  - Tech team
-  - Neuro team
-- Imp owns Tech relationship
-- CS owns user relationships
-- AM owns revenue relationship
-- Implementation & Delivery team
-  - Imp manager is client facing
-  - Delivery is not client facing. Internally project focused
-- The best CSM doesn't always make the client happy
-- The best CSM keeps the client on track and within boundaries
-
-## 01/06/2023
-
-### Off-boarding Info
-
-A lot of hand off
-Metrics weren't great - happy about the new analytics/beta, but it wasn't communicated well.
-Ashlee's main POC was Paula.
-Analytics Feedback:
-I just want to know emails and who has finished the course. It wasn't a single button.
-The naming conventions weren't clear.
-Unclear what filters did what.
-Really liked Kaitlyn
-Analytics weren't intuitive for someone net new coming to Northpass.
-The main thing is northpass fell into the "nice-to-have".
-
-Metrics Records for H1:
-
-- Raw Data Dump
-- Support Team Training & Download