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

Customer_Notes/DataSnipper/08.28.23_First-Meeting.norg

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+* CSM Kick-off (No Patrycja)
+** Notes from Charles prior to Meeting:
+    *DataSnipper* - Intelligence Audit Platform
+    *Current:* Live ILTs (12 Hours per Week)
+    *Pains:* Scale, Timezones, Language, Pace, etc.
+    *Goals:*
+        - Provide Scalability w/o Adding Team Members
+        - Reduce Manual Hours of Training
+        - Eliminate Discovery of Progress
+        - Better User Experience
+    *Timeline:*
+        - Phased Launch:
+            - v1 - Basic Course (relatively quick)
+            - The teams you will be working with are Implementation Services (Dirk - Main POC) and CS and then Marketing (webinars) and HR (for compliance training)
+            - Implementation and CS will be main drivers - Marketing will be v2 most likely and there is only 1 team member from HR (very lightweight)
+            - Webinars will be big component for them tho so just keep in mind
+
+** Attendees:
+   - Gabriele, Candide, Dirk, Sangeetha, Rachel
+
+** Teams:
+   - A ton of ILTs
+   - Dirk, Candida, Sangeetha, Rachel - all on onboarding learners
+   - Tech-touch approach
+   - Gabriele is siloed, this is for new hires
+
+** Goals and Info:
+   - First users in early October
+   - Data: at least understand how many people are going through the courses
+   -- Data should be available in Hubspot
+   - They are also looking at CSPs.
+   - Have refined the ILT approach, so they are good at it.
+   - Began with 1:1 training which was too heavy for the team.
+   - That approach won't go away, but how can they supplement with asynchronous learning?
+   - Content of the larger session is pretty well defined
+   - Larger session and then that session is split into two
+   - Pace and speed of the sessions - there's a ton of content
+   - Feedback: the middle bulk of info is missed because that is the most technical
+   - Automation feature is hard to understand.
+   - Everyone is currently getting the same training, but this is a good opportunity to split people up.
+
+** Where are they?
+   - Where do I fit into implementation and on-going support?
+   -- What's best for Patrycja vs me? When should they go to both?
+   - Advice on how content is structured
+   - Creating interactive and content that can be scalable
+   - How to sequence the training over time?
+   - Communications - what's best? How to share new content? How to update their progress?
+   - Gabriele: he wants to understand data sync - not just from Northpass out, but back in?
+     DONE: 930 am on Mondays for the standing meeting.
+   - Gab and Dirk talking this week about personas.
+   - One last Q from Dirk: He wanted to confirm that they are no longer in a trial environment. They weren't!