Updated some todos and notes. Added Datasnipper. Archived old notes.
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Norm Rasmussen
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# Quantuvos
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## 8/22/2022
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### Main People
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- Asia (Joanna)
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- Chris Burns
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- Technical - Chris Campbell & Developer
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- Content/Admin - Asia Jarosz
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- Design - Chris' team
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-
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Chris Burns is a fractional CEO and will be leaving Quantuvos at the end of the month
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Folks are sick (Lukemia) in NJ and he can't manage both
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Launching quickly is not realistic, moved back to November
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*Financial Situation:*
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- Certain old accounts recievable and not paying
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- Don't have cash to pay the bill right now for Northpass
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- Lots of small issues in paying, banks not paying, clients not paying either
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- Were selling 250/month up until a month ago, now sales are not happening.
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- Chris asked for longer flexibility - Travis asked how much?
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- Gregg said November, Chris says ASAP, or change to a monthly payment.
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### Tasks
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- [X] Create Implementation Plan
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- [X] End of August Launch
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- [X] Help Asia create course
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- [X] Every Week Implementation, Wednesday @ 12:30pm (Tuesdays at 12:30 after next week)
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- [X] SSO - Reach out to Chris ASAP
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- [X] Provide Burns with a deck on competitive analysis of why NP is superior
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- [X] Instructor page demo
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- [X] Create categories for each OS List
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Asia off week of August 28th
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### Notes from Kick off
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See Nick's implementation Plan
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Hold onto deadlines and connect people to the right others
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Content is a huge chunk of what needs to be done
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Wants to understand the roles and needs, hours needed
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Needs help understanding the structure of content etc
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Something about buckets being empty and fish being found
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OpenSesame
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Chris' team uses Figma pretty heavily
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Launch is August 29th (week of)
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Vegas Conference - 1st week of September - September 13th
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## 08/25/2022
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### Meeting with Chris Campbell
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Full embed Ideally
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Either via API or embed
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Open either way to the various options
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DONE: Requested an overview deck
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DONE: Has reviewed Developer Docs
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Quantuvos app, video session and can join to take it
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- SSO Auth0 -
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They need to provide us with designs and he will reference other apps that have and he has been built
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Wants to align nomenclature and definitions between our company and theirs
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For Quantuvos, a program is a coaching application
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They work with company A, and they want all mid-level managers to be upper level by theend of the year
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Then 3 groups - IT, sales, and HR managers, those are each different programs and should have access to different types of content in Northpass
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DONE: Create a draw.io diagram for their programs and how it would map to groups.
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Will they piece meal or full embed?
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Full embed out of the gate and then add elements later on
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API to show assignments or courses based on the learner in their app
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"Customer Admin" = A quantuvos rep that manages their program
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Can a manager access the media library? How do they "edit" courses?
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How about limited access to media library stuff?
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What are coaches responsibility?
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Is a 1:1 assignment? There are no rules, 1 coach to many
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And multiple coaches to multiple clients
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Sounds like they are similar to CSM
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And 2 coaches on 5 clients who are managing the same account but their subsets will be different.
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### Where is content?
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Categories are set in stone
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Lists are curated in those categories
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From their own coaches - Proprietary Content
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The rest comes from Experts - experts in certain fields (time management, podcasts, have published a book, etc)
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## 09/05/2022
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### Meeting with Group + CEO
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- one group per customer
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- A program is a subset within a customer
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- Subscribers are the whole group
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- all courses for that customer will be in that group
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- There are also "subscribers" and "coachees"
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- Center for Coaching Effectiveness (CCE) Content
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- Can we share a specific activity and have the learner go straight there?
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- Course per coach? Or Course per topic?
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- Can Auth0 use Groups? Why not?
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- Asia and Sources of Content -
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- Right after coaching session, coach wants to send their own content to the client
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- But send it within Network-Q
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- 1st marker for sending content - coaching path and client sends survey and what they want to be coached on
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- 2nd marker
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## 01/26/2023
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### Asia, concerns with account
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Claims that things are taking a long time or responses are very slow.
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Gregg is making this claim, but he hasn't communicated with us at all.
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There seems to be some miscommunication - is Chris in charge of design or Northpass?
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What is left for launch? They need to communicate with us when things need to be changed.
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Question about freelancer inquiry:
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- Asia is trying to understand everyone's point of view.
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- Imagine everyone is expecting something to be done. But it's not done yet.
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- To speed things up and get it done, they might want to use a freelancer who is a little more "connected" to them.
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- This goes into the original need for the meeting - Quantuvos feeling that we're not replying actively enough or getting their stuff done.
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## 08/09/2023
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Gregg Concerns:
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- Resource allocation
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- Is Quantuvos their ICP? How do they fit into the mold of Gainsight?
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- Struggle with incomplete follow through - requested changes don't get fully done
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- Concerns over changes with service and support
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